Changelog

Added

Changed

Deprecated

Removed

Fixed

Security

Fixed

• Transfer, purchase and link lists not expanding in #1414
• Cash withdrawl/deposit transaction import from Nordigen in #1444

Security

• Bump .NET SDK version in #1413

Fixed

• Return id in responses to POST requests for transfers and purchases in #1401

Added

• Purchase grouping with projects in #1369
• Merging of multiple transactions in #1385
• Support for PostgreSQL 17 in #1394
• Dashboard with current state of finances in #1395

Fixed

• Display of account/counterparty name in transaction overview in #1345
• Potential issues with concurrent updates in #1393

Added

• Ability to navigate back to previous pages in #1236

Fixed

• Duplicate currencies in #1321
• Crashes when deleting items in #1332

Security

• Bump .NET SDK version in #1314
• Bump .NET SDK version in #1333

Added

• Filter by transfer reference for transactions in #1192
• Pass base address from web server to desktop client in #1195
• Support for Ubuntu 24.04 in #1212
• Default units in #1213
• Time axis splits for reports in #1214
• Demo user with sample data in #1224

Deprecated

• Removed PostgreSQL 11 support and integration tests in #1194

Removed

• Transfer reference columns from transaction overview in #1192
• Redundant details from local user accounts in #1204

Fixed

• Disable external sign in button if not configured in #1193
• Report time axis alignment for balance/category reports in #1214
• Check updated row count in #1215
• Use of Windows specific APIs crashing desktop app on linux in #1218
• Not all transfers being returned for detailed transactions in #1220
• Split transfers by transfer instead of transaction date in balance report in #1221

Security

• Bump .NET SDK version in #1233

Added

• Filter by loan for transactions in #1119
• Filter by account and currency for balance report in #1124
• List of payments for the selected loan in #1189

Changed

• Display currencies as alphabetic codes instead of full names in #1124

Fixed

• Display of transactions with mixed currencies in #1191

Security

• Bump .NET SDK version in #1182

Added

• Filters in account, counterparty, category and product overviews in #1100

Changed

• Removed unused files from published application in wwwroot in #1097
• Improved desktop app startup time at the cost of file size in #1098
• Split current loans in named loans and loan payments in #1104
• Include non-default port in stored credential name in #1113
• Limit currencies to the ones available for the selected account when creating a transfer in #1114

Deprecated

• v1 loan and detailed transaction endpoints in #1104

Removed

• Loan balance in counterparty overview in #1104

Fixed

• Docker image size regression in #1093
• API annotations for POST endpoints in #1104

Security

• Bump .NET SDK version in #1095

Fixed

• Trimming related issues introduced in last version in #1085 and #1086

Changed

• Preserve state from current run for each application view in #1081

Removed

• Removed embedded swagger/openapi explorer in #1082

Fixed

• Fixed registration using GitHub in #940
• Fixed transaction import from file in #1075
• Fixed desktop shortcut working directory in #1080
• Fixed loan list not refreshing after saving in #1081

Security

• Bump .NET SDK version in #920
• Bump .NET SDK version in #956
• Bump .NET SDK version in #703
• Bump vulnerable WiX version (Release notes) in #1077

Added

• Added about and licensing information in desktop app in #878

Changed

• Simplified account endpoints in #857

Removed

• Remove Ubuntu 18.04 support for the Debian package in #892

Fixed

• Check for references before marking entity as deleted in #859
• Show notifications on errors in #864
• Don't return detailed deleted transactions in #890
• Restart systemd service on failure in #907

Security

• By default require authentication for all pages/API endpoints in #854
• Bump .NET SDK version in #905

Added

• Administrator role and initial admin user, user management in #785
• Save application window size/state before closing in #813
• Account and transaction sharing between users in #793
• Example docker-compose.yml file in #825

Changed

• Moved identity tables to default schema in #791
• Disable EF query logging by default in #810
• Moved booked/valued at dates from transactions to transfers in #818, #821

Deprecated

• Removed PostgreSQL 10 support and integration tests in #786

Removed

• Remove disabled property from accounts in #787

Fixed

• Fix crashes when interacting with data grids while they are still refreshing in #784
• Handle additional transaction types in Nordigen import in #808
• Re-enable deleted currencies for an account when importing transactions in #810
• Populate existing authentication configuration in desktop app in #811
• Fix OIDC/OAuth web sign in with certain configurations in #827
• Include purchases in the selected category in category report in #836
• Correctly open page for authorizing Nordigen to access bank data in #849

Security

• Bumped versions of dependencies

Fixed

• Fix forced reentry of desktop client configuration before each login in #773

Added

• Add a linked product to categories in #745
• Add debug logs for repositories in #750

Changed

• Replace Elastic APM with Open Telemetry in #727
• Refactor importing, move bank reference to external in #738
• Store credentials per server in #753

Fixed

• Duplicate transfers in #740
• Fix importing in #742
• Ignore deleted transfers when calculating account balance in #744
• Handle inherited documentation when generating open api specification in #746
• Add OpenTelemetryOptions to service collection in #749
• Ignore deleted entities when searching by name in #767

Security

• Bumped versions of dependencies

Added

• Add dialog for editing accounts when editing a transfer in #693
• Add support for GitHub as OAuth provider in #706
• Add ability to link a refund to the original transaction in #721
• Add transaction filtering based on category in #726

Changed

• Split bootstrap and application logs in #719
• Use HealthController instead of middleware in #724
• Improve first time configuration for desktop client in #735

Removed

• Remove configuration validation on opening application in #716

Fixed

• Fix category report handling of currencies in simple cases in #694
• Fix display of currencies for multiple transfers in #701
• Remove default scheme, fix username/password login in #702
• Remove CSS classes that have been removed from bootstrap in #705
• Forward JWT token auth to scheme based on issuer (#428) in #717
• Restore deleted products when importing purchases in #723
• Don't return deleted transaction items in detailed transactions in #725

Security

• Bumped versions of dependencies

Added

• Display background task names in #583
• Add all currently active currencies in #584
• Add docker support in #587

Changed

• Reduce number of database calls for getting detailed transactions in #599
• Cleanup build scripts in #582
• Use VMelnalksnis.Testcontainers.Keycloak in #586
• Use gnomeshade-build base image in #591
• Move OIDC to separate project to speed up tests in #592
• Upgrade to .NET 7 in #667
• Use source generation for INotifyPropertyChanging/Changed in #679

Fixed

• Include XML docs in docker image in #594
• Remove duplicate results from detailed transaction in #601
• Fix and improve reports in #602
• Build debian packages on ubuntu-20.04 for compression compatability in #657
• Fix working directory within docker container in #676
• Hide password, fix login UI in #677
• Fix parsing of Rimi receipts in #680
• Handle bad OCR cases when parsing documents in #683

Security

• Bumped versions of dependencies

Added

• Use custom scheme for oauth redirect in #498
• Use system credential storage on Windows in #500
• Add identity UI, various fixes in #507
• Add configuration for content/web root (#514) in #516
• Add transfer and purchase ordering (#150) in #529
• Add Polly error policies for Nordigen client in #536
• Add transaction merging (#544) in #546
• Add endpoints for related transactions (#179) in #547
• Add tests for the ansible role in #577

Changed

• Improve transaction filtering in #517
• Remove redundant static files, add useful links in #545

Fixed

• Get javascript denendencies at build time in #509
• Fix NuGet lock files for runtimes in #513
• Fix user registration, identity UI defaults in #522
• Use $GITHUB_OUTPUT instead of ::set-output in #541
• Fix currency removal from accounts (#542) in #543

Security

• Upgrade .NET SDK version, bump dependencies

Added

• Add soft-delete in #409
• Add selection of current period in #419
• Add SSO integration tests in #427
• Add support for SQLite in #445
• Add demo app deployment in #450
• Use convention based API versioning in #458
• Add purchase parsing from paperless documents in #466
• Add swedish krona in #488
• Add balance report view in #489

Changed

• Use static data instead of resources in #420
• Convert GetAllDetailed transactions endpoint to IAsyncEnumerable in #425
• Split PostgreSQL specific code into separate project in #426
• Skip builds if only markdown files have changed in #442
• Merge identity database into finance under identity schema in #459
• Test all supported PostgreSQL versions in #461
• Remove ConfigureAwait(false) from desktop in #485
• Use source generation for JSON serialization metadata in #490

Removed

• Remove redundant nested API routes in #423

Fixed

• Hide product creation button if product is selected in #412
• Fix build warnings in #424
• Fix login issues in #433
• Desktop bug fixes in #484
• Fix username/password login in #487
• Fix document parsing in #494

Security

• Upgrade .NET SDK version, bump dependencies

Added

• Enable central package management in #386
• Add product overviews in #407

Changed

• Restructure menu bar shortcuts in #363
• Improve transaction overview responsiveness in #371
• Improve purchase editing in #372
• Feature/initialization refactoring in #376
• Replace date/time pickers with text input in #378
• Configure User-Agent string for API client in #389

Removed

• Remove dependencies on Microsoft.AspNetCore from client in #362

Fixed

• Fix apm, async UI in #388

Security

• Upgrade .NET SDK version, bump dependencies

Added

• Add nordigen import in #319
• Refactor transaction desktop UI, add product filtering in #330
• Refactor API client auth, add client app settings in #332

Changed

• Improve API health checks in #347
• Allow editing of reconciled transactions in #353
• Link existing link if one exists in #357

Security

• Upgrade .NET SDK version, bump dependencies

Added

Changed

Deprecated

Removed

Fixed

Security