v3.0

What's New

• Reports are now generated in Excel (.xlsx) format instead of a less usabel PDF format. by @amittras-pal in #23
• Add Month selection capability on dashboard. Can now see summary for previous months directly from dashboard.
  • by @Harshupatil in #11 and #17
• Update Software Documentation by @amittras-pal in #9

Bug Fixes and Improvements.

• FIX: The month dropdown is disabled for the month when the account was created. by @amittras-pal in #8
• FIX: Duplicate budget sections on dashboard summary. by @Harshupatil in #22
• Vulnerabilties detected during SONAR Scan fixed. by @amittras-pal in #10
• Minor bugs fixes by @amittras-pal in #16

New Contributors

• @Harshupatil made their first contribution in #11

Full Changelog: v2.0...v3.0

Expensary Client App (v2)

What's Changed

User account module in #4

• Module Added
• Allow Password Change
• Allows preference changes
  • Set the add/edit/modify time window for expenses
  • Set a preferred accent color for the user.
• Expense window has been modified from a hard 7 days to be a configurable value ranging 7-25 days.
• Support for dynamic accent color set by the user.
• Add direct access to account module from the login screen.

Global Search in #5

• Module Added
• Allow searching for expenses by text / category list / date range.

Evaluate math equation for amount field in #6

• Feature Added
• Allow processing simple math expression entered in the amount field of expense form.
  • Currently supports addition / subtraction / multiplication / division /parenthesis grouping.

Migrate from create-react-app to vite in #7

• Tooling Change
• Migrate from create-react-app to vite

Full Changelog: v1.1...v2.0

Expensary Client App (Typescript)

Complete migration of application source code from JavaScript to Typescript.

This release is a 1:1 migration of the existing functionality to TypeScript and does not add/modify/remove any of the existing features. Behavioral changes and code refactoring done as per TypeScript convenience.

Bug Fixes & Enhancements:

• Fixes the header on the expense form modal when creating a new expense from an Expense Plan Details view.
• Adds a "No Open Plans" message to the category selection in Expense Form.
• Removed Dependency: react-pin-input; Utilizing PinInput component from mantine ui.
• Modals Overlay blur works properly.

Expensary Client v1.0.0

New Updates in v1.0.0:

• Frontend:
  • Global: Introduce Keyboard shortcuts for major actions.
  • App Header:
    • Added breadcrumb.
    • Add modal for showing keyboard shortcuts.
  • Recent Transactions / Expenses List: Add indicators for previous month/plan linked/record type expenses.
  • Create/Update Expense: Allow to keep amount as 0; Record type expense where no money is actually spent.
  • Expense Plans:
    • Expenses from a plan can be cloned to current budget after the plan has been closed.
    • Cloned expenses can be deleted and they can be cloned again to the budget.
    • Plan details tab to show plan details and latest action status.
    • Plans are grouped by status in the plans list page.
  • New Module (Report Generation) : Download expense summary report for a month/date range.
  • Time Zone:
    • Detect and store user time zone during account creation.
    • Automatically detect time zone change upon login; provide option for changing via notification.
• Backend:
  • New Controllers: Generate PDF on the server and download on client.
  • Updates to existing controllers: Allow mirrored editing/deletion of expenses cloned from an expense plan.
  • Model changes:
    • User: Add timezone.
    • Expense: Add linked || Modify amount (allow 0)
    • ExpensePlan: Add lastAction to track changes