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Release 2.0.0-beta.2

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@github-actions github-actions released this 13 Aug 20:47
v2.0.0-beta.2
2a2a9b4
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Learn about vigilant mode.

Release Notes

Codename: Ailanthus, second beta.

Added

  • Transactions and period statements download as CSV, XLSX or PDF; a transaction
    download carries the same filters as the listing, and a statement carries the
    same figures as the analytics screen
  • The assistant reaches budgets, refunds, reminders, groups and transfers: it can
    say how a budget is doing and record money coming back as a refund rather than
    fresh income
  • The assistant proposes a change across many transactions at once, confirmed as
    one sweep instead of a card per row
  • Reminder columns that existed only in the conformance spec now have a migration
    behind them

Changed

  • The assistant answers in the user's own currency, converting at the same rates
    the rest of the app uses, and asks when the currency cannot be known
  • Confirmation cards name the record being changed rather than its internal id
  • A transaction takes a single category; one saved earlier keeps its first
    category and drops the rest when saved again
  • Feature gating moved to the shared entitlements package; behaviour is unchanged,
    with every feature allowed and nothing metered
  • An export larger than a format can render is refused up front, naming the limit
    that applied and what the other formats allow

Fixed

  • A database that falls behind its migrations answers with a clear error naming
    what is missing, instead of accepting writes it cannot complete
  • Every table the assistant can read is scoped to the person asking, and transfer
    rows no longer inflate the income and spending it reports
  • Boolean flags sent as text by form and multipart requests are accepted, so
    recurring transactions can be created from the mobile app
  • Transfers keep their decimal precision, so cents no longer vanish and small
    conversion rates no longer produce zero amounts
  • A second device can no longer overwrite the client id created by the first
  • Imported rows without a usable amount fail with a reason instead of importing as
    zero, and transfer rows import as transfers again
  • Deleted records report as changed, so clients apply the deletion
  • A holding created with automatic pricing is priced at creation instead of
    reporting zero until the next repricing run

Deployment

Download the attached archive and extract to your web server:

# Extract archive
unzip trakli-webservice-v2.0.0-beta.2.zip -d /var/www/your-app
cd /var/www/your-app

# Configure environment
cp .env.example .env
# Edit .env with your database credentials, app key, etc.

# Generate application key
php artisan key:generate

# Set permissions
chown -R www-data:www-data storage bootstrap/cache
chmod -R 775 storage bootstrap/cache

# Run database migrations
php artisan migrate --force

# Clear and cache config/routes (optional, for production)
php artisan config:cache
php artisan route:cache
php artisan view:cache

Documentation

See the README for usage instructions.

Full Changelog

View the complete version history in CHANGELOG.md.

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