v3.7.0

[teelur]

Note

This release fixes a bug with setting a custom port for the Docker container. You may need to update your compose.yml and compose.env files if you wish to change this port.

New Features

A majority of the work for this release was focused on backend cleanup and refactoring.
The refactoring work focused on consolidating repetitive code and improving the test coverage to make future development easier.
Because of this, the new features list is a bit smaller than usual.

Privacy Mode

A new button has been added to the header that allows you to hide sensitive values (transaction amounts, account balances, calculations, etc.) across the app.
This is useful if you are sharing your screen or just want to hide sensitive information from prying eyes.

Transaction Tags

A new system allows you to add custom tags to transactions. These tags can be used to filter transactions beyond the usual categorization system.
These tags can be set manually on a transaction or automatically through the rules system.

Transaction Notes

We have also added a notes field to transactions, which allows you to add free-form notes about a transaction.
This can be useful for adding context to a transaction or for keeping track of additional information.

Notable Bug Fixes

Fixed Custom Docker Port

Previously, the Docker Compose file specified a PORT environment variable that was expected to change the external port for the Budget Board container.
This was not working as expected, since that variable is also used internally by the nginx service.
A new CUSTOM_PORT environment variable has been added to allow you to specify a custom port for the container without affecting the internal nginx configuration.

Misc Custom Category Fixes

There were several places where custom income categories were not being included in the income groups in budgets and trends. This has been fixed.

What's Changed

• Change API calls to use centralized query keys by @teelur in Change API calls to use centralized query keys #900
• Migrate account api by @teelur in Migrate account api #901
• Some backend Account logic cleanup by @teelur in Some backend Account logic cleanup #902
• Migrate account type api by @teelur in Migrate account type api #903
• Asset type cleanup by @teelur in Asset type cleanup #904
• Translations update from Hosted Weblate by @weblate in Translations update from Hosted Weblate #895
• Update README.md by @teelur in Update README.md #898
• fix migration issues by @teelur in fix migration issues #906
• need to parent orphaned accounts by @teelur in need to parent orphaned accounts #907
• Application user cleanup by @teelur in Application user cleanup #933
• Fix now provider by @teelur in Fix now provider #935
• Asset cleanup by @teelur in Asset cleanup #936
• Assset type cleanup by @teelur in Assset type cleanup #938
• Translations update from Hosted Weblate by @weblate in Translations update from Hosted Weblate #905
• Automatic rule cleanup by @teelur in Automatic rule cleanup #942
• Update deps by @teelur in Update deps #943
• Bump form-data from 4.0.5 to 4.0.6 in /client by @dependabot[bot] in Bump form-data from 4.0.5 to 4.0.6 in /client #944
• Bump tar from 7.5.11 to 7.5.19 in /client by @dependabot[bot] in Bump tar from 7.5.11 to 7.5.19 in /client #945
• Bump @babel/core from 7.26.10 to 8.0.1 in /client by @dependabot[bot] in Bump @babel/core from 7.26.10 to 8.0.1 in /client #946
• Clean up deps by @teelur in Clean up deps #947
• Update OpenTelemetry by @teelur in Update OpenTelemetry #948
• Update balance api by @teelur in Update balance api #949
• Cleanup budget api by @teelur in Cleanup budget api #950
• Goals cleanup by @teelur in Goals cleanup #953
• Translations update from Hosted Weblate by @weblate in Translations update from Hosted Weblate #940
• Fix OIDC login linking by @teelur in Fix OIDC login linking #955
• Institution cleanup by @teelur in Institution cleanup #957
• Transaction category cleanup by @teelur in Transaction category cleanup #958
• Sort resource strings by @teelur in Sort resource strings #959
• Translations update from Hosted Weblate by @weblate in Translations update from Hosted Weblate #954
• Translations update from Hosted Weblate by @weblate in Translations update from Hosted Weblate #960
• remove unused keys from resource files by @teelur in remove unused keys from resource files #962
• Transaction api updates by @teelur in Transaction api updates #966
• Remove conditional service creation for oidc by @teelur in Remove conditional service creation for oidc #967
• Translations update from Hosted Weblate by @weblate in Translations update from Hosted Weblate #961
• User settings cleanup by @teelur in User settings cleanup #972
• Fix category does not exist error by @teelur in Fix category does not exist error #973
• Update value api by @teelur in Update value api #974
• Add option to apply one account name to entire CSV import by @jsmith613 in Add option to apply one account name to entire CSV import #975
• Widget settings cleanup by @teelur in Widget settings cleanup #977
• Bump brace-expansion from 1.1.14 to 1.1.16 in /client by @dependabot[bot] in Bump brace-expansion from 1.1.14 to 1.1.16 in /client #979
• Translations update from Hosted Weblate by @weblate in Translations update from Hosted Weblate #969
• Add Brazilian Portuguese translation by @joao-baza-sup-uf in Add Brazilian Portuguese translation #981
• Net worth cleanup by @teelur in Net worth cleanup #983
• fix: register 2FA cookie schemes by @joao-baza-sup-uf in fix: register 2FA cookie schemes #982
• Update deps by @teelur in Update deps #986
• Bump brace-expansion from 1.1.16 to 1.1.18 in /client by @dependabot[bot] in Bump brace-expansion from 1.1.16 to 1.1.18 in /client #987
• Bump tar from 7.5.19 to 7.5.22 in /client by @dependabot[bot] in Bump tar from 7.5.19 to 7.5.22 in /client #988
• Bump @babel/core from 7.29.0 to 8.0.1 in /client by @dependabot[bot] in Bump @babel/core from 7.29.0 to 8.0.1 in /client #989
• feat: Add privacy mode by @joao-baza in feat: Add privacy mode #985
• Update demo seed service tests by @teelur in Update demo seed service tests #990
• Sync service cleanup by @teelur in Sync service cleanup #991
• Translations update from Hosted Weblate by @weblate in Translations update from Hosted Weblate #980
• Lunchflow api cleanup by @teelur in Lunchflow api cleanup #993
• Simplefin api cleanup by @teelur in Simplefin api cleanup #994
• Cleanup automatic categorization api by @teelur in Cleanup automatic categorization api #997
• Cleanup auth api by @teelur in Cleanup auth api #998
• Bump ip-address from 10.2.0 to 10.4.0 in /client by @dependabot[bot] in Bump ip-address from 10.2.0 to 10.4.0 in /client #995
• Translations update from Hosted Weblate by @weblate in Translations update from Hosted Weblate #992
• Fix new net worth line error by @teelur in Fix new net worth line error #999
• Bump @babel/core from 7.29.0 to 8.0.1 in /client by @dependabot[bot] in Bump @babel/core from 7.29.0 to 8.0.1 in /client #1000
• Update babel to address cve by @teelur in Update babel to address cve #1001
• Update brace-expansion by @teelur in Update brace-expansion #1002
• Add transaction notes by @teelur in Add transaction notes #1003
• Add transaction tags by @teelur in Add transaction tags #1004
• Add new automatic rules options by @teelur in Add new automatic rules options #1009
• Handle disable categories by @teelur in Handle disable categories #1010
• Misc category type fixes by @teelur in Misc category type fixes #1012
• Fix docker port by @teelur in Fix docker port #1013

New Contributors

• @joao-baza-sup-uf made their first contribution in Add Brazilian Portuguese translation #981
• @joao-baza made their first contribution in feat: Add privacy mode #985

Full Changelog: v3.6.1...v3.7.0

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This discussion was created from the release v3.7.0.