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 #900
- Migrate account api by @teelur in #901
- Some backend Account logic cleanup by @teelur in #902
- Migrate account type api by @teelur in #903
- Asset type cleanup by @teelur in #904
- Translations update from Hosted Weblate by @weblate in #895
- Update README.md by @teelur in #898
- fix migration issues by @teelur in #906
- need to parent orphaned accounts by @teelur in #907
- Application user cleanup by @teelur in #933
- Fix now provider by @teelur in #935
- Asset cleanup by @teelur in #936
- Assset type cleanup by @teelur in #938
- Translations update from Hosted Weblate by @weblate in #905
- Automatic rule cleanup by @teelur in #942
- Update deps by @teelur in #943
- Bump form-data from 4.0.5 to 4.0.6 in /client by @dependabot[bot] in #944
- Bump tar from 7.5.11 to 7.5.19 in /client by @dependabot[bot] in #945
- Bump @babel/core from 7.26.10 to 8.0.1 in /client by @dependabot[bot] in #946
- Clean up deps by @teelur in #947
- Update OpenTelemetry by @teelur in #948
- Update balance api by @teelur in #949
- Cleanup budget api by @teelur in #950
- Goals cleanup by @teelur in #953
- Translations update from Hosted Weblate by @weblate in #940
- Fix OIDC login linking by @teelur in #955
- Institution cleanup by @teelur in #957
- Transaction category cleanup by @teelur in #958
- Sort resource strings by @teelur in #959
- Translations update from Hosted Weblate by @weblate in #954
- Translations update from Hosted Weblate by @weblate in #960
- remove unused keys from resource files by @teelur in #962
- Transaction api updates by @teelur in #966
- Remove conditional service creation for oidc by @teelur in #967
- Translations update from Hosted Weblate by @weblate in #961
- User settings cleanup by @teelur in #972
- Fix category does not exist error by @teelur in #973
- Update value api by @teelur in #974
- Add option to apply one account name to entire CSV import by @jsmith613 in #975
- Widget settings cleanup by @teelur in #977
- Bump brace-expansion from 1.1.14 to 1.1.16 in /client by @dependabot[bot] in #979
- Translations update from Hosted Weblate by @weblate in #969
- Add Brazilian Portuguese translation by @joao-baza-sup-uf in #981
- Net worth cleanup by @teelur in #983
- fix: register 2FA cookie schemes by @joao-baza-sup-uf in #982
- Update deps by @teelur in #986
- Bump brace-expansion from 1.1.16 to 1.1.18 in /client by @dependabot[bot] in #987
- Bump tar from 7.5.19 to 7.5.22 in /client by @dependabot[bot] in #988
- Bump @babel/core from 7.29.0 to 8.0.1 in /client by @dependabot[bot] in #989
- feat: Add privacy mode by @joao-baza in #985
- Update demo seed service tests by @teelur in #990
- Sync service cleanup by @teelur in #991
- Translations update from Hosted Weblate by @weblate in #980
- Lunchflow api cleanup by @teelur in #993
- Simplefin api cleanup by @teelur in #994
- Cleanup automatic categorization api by @teelur in #997
- Cleanup auth api by @teelur in #998
- Bump ip-address from 10.2.0 to 10.4.0 in /client by @dependabot[bot] in #995
- Translations update from Hosted Weblate by @weblate in #992
- Fix new net worth line error by @teelur in #999
- Bump @babel/core from 7.29.0 to 8.0.1 in /client by @dependabot[bot] in #1000
- Update babel to address cve by @teelur in #1001
- Update brace-expansion by @teelur in #1002
- Add transaction notes by @teelur in #1003
- Add transaction tags by @teelur in #1004
- Add new automatic rules options by @teelur in #1009
- Handle disable categories by @teelur in #1010
- Misc category type fixes by @teelur in #1012
- Fix docker port by @teelur in #1013
New Contributors
- @joao-baza-sup-uf made their first contribution in #981
- @joao-baza made their first contribution in #985
Full Changelog: v3.6.1...v3.7.0
