OpenBudgeteer

⚠️ Breaking Changes

• Dropping support for SQLite #239 #242

⚙️ Features & Enhancements

• Replace News with Link to GitHub Announcements #241

🪲 Bug Fixes

• Fix error message after creating new Bucket #234 Thanks also Anu6is

🔨 Maintenance

• Revert back to default ASP.NET Docker image to fix SQLite issue with Alpine image #233

🪲 Bug Fixes

• Duplicate check on Import Page was showing wrong Account. Now only Transactions of the selected target Account will be considered during the analysis #230
• Bucket Movements were shown with Account (Inactive) #231

⚠️ Breaking Changes

• Docker Image now listens on port 8080 (new .Net 8 default)

⚙️ Features & Enhancements

• First version of Web API in a separate Docker Image #127
• Buttons that appeared in the past only via hovering are now always displayed (was not working well, maybe additional rework in future) #155
• More responsive navigation bar #175
• New Data Consistency Check: Negative Transaction assigned to Income #177
• Create Transaction keeps last input date #187
• Consistent currency and number format for displayed Amounts #188
• An empty database can be loaded now with some demo data using APPSETTINGS_DEMO_DATA: true #192
• Enable editing of imported file #196
• Text Color option for Bucket #207
• Confirmation Dialog for deleting a Bucket Group #208
• Loading screen while opening/uploading a file #209
• Rework UI to make it more responsive for various small screen sizes #211
• Redesign of Navigation Menu and Footer
• Redesign Banner message on unwanted exceptions

🪲 Bug Fixes

• UI alignment for large numbers #189
• Mapping Rules using the Account Name instead of Account Id #199 Thanks Lucaber
• Adding a Mapping Rule to an existing Rule Set no longer fails #200 Thanks Lucaber
• Exception after canceling creation of a new Recurring Transactions #210
• Sqlite database migration issue (Guid generation) since 1.7 #221
• Fix Expand All button typo on Bucket Page #224

🔨 Maintenance

• Builds for ARM64 are available again #131
• Migrated to .Net 8 #198

• [Add] PostgreSQL support #81 Thanks csillaggyujto
• [Add] Confirmation Dialog before setting a Bucket inactive #119
• [Add] Some validations for creating and changing Rules
• [Breaking Change] Specific characters are no longer allowed for database names (SQL injection prevention)
• [Breaking Change] For database type sqlite the parameter CONNECTION_DATABASE can now include a full path (no longer defaulted in /app/database). Consider updating your volume mapping.
• [Changed] Migrated to .Net 7
• [Changed] Integer based IDs in database have been migrated to Guid
• [Changed] Overall refactoring of database backend including SQL injection protection. Thanks csillaggyujto
• [Changed] Blazor Docker Image based on Alpine #143 Thanks csillaggyujto
• [Changed] Prevent any kind of interaction with Buckets marked as inactive #111
• [Changed] Bucket selection on Transaction and Rules Page now happens in a separate dialog which shows a similar overview like on Bucket page #112
• [Changed] Replaced custom solution to fix #114 with new bind:get and bind:set feature from .Net 7
• [Changed] Improved performance for duplicate check on Import Page
• [Changed] Improved visibility of some reports on Report Page #137
• [Changed] Improved Bucket Type handling for Create/Edit Bucket #184 #160
• [Fixed] Enable de-selection of Payee on Import Page #148
• [Fixed] Duplicate matching on Import Page #151 Thanks Lucaber
• [Fixed] Negative progress for Buckets with type "Expenses every X months" #158
• [Fixed] Sqlite Database locked while using "Distribute Budget" #171
• [Fixed] Missing Unicode support for Import #163
• [Fixed] Error message closes Modal Dialog for Create/Edit Bucket #170
• [Fixed] Wrong selection after saving an Import Profile #172
• [Fixed] Allow selection of default system buckets in rules #191 Thanks Lucaber
• [Fixed] Fix navbar in portrait mode #190 Thanks Lucaber
• [Known issue] Update 1.7 doesn't compile currently for ARM64

• [Add] Several Confirmation Dialogs for Import Profile handling #124
• [Fixed] Proper reset of values after deleting an Import Profile #125
• [Fixed] Overall improved and fixed error handling on Import Page

• [Fixed] Due to implemented fix for #114 Column mapping on Import Page was not working properly #121 #122

• [Changed] Slight visual changes for Mapping Rule modification
• [Fixed] Rendering of Drop-down selection element for Firefox browser #114

• [Add] Enhanced Bucket assignment for Bank Transaction (display remaining amount, manual triggered split) Thanks ambroser1971
• [Add] Recurring Transactions #74
• [Add] Page with reports checking consistency of database data #3
• [Add] Usage of themes from Bootswatch #101
• [Add] Enable MySql User and Database creation via MySql root User #75
• [Add] Bucket Details with Statistics #20
• [Add] Extended mapping settings for Import Profiles #76
• [Add] Button to directly import data without duplicates #109
• [Add] News feed #85
• [Breaking Change] Docker Environment Variable Format #71
• [Changed] Bucket Page: Want, In and Activity figures also now on Bucket Group level #99
• [Changed] Updated Bootstrap to v5.1.3
• [Changed] Replaced Open Iconic icons with Bootstrap Icons
• [Changed] Made Icons8 images offline available
• [Changed] Redesign of Import Page
• [Changed] On Import Page automatic data validation after selecting an Import Profile has been disabled for now to prevent hickups on large files
• [Fixed] App Startup will now wait for availability of MySql database #50
• [Fixed] Rules disappear after Cancel All #102
• [Fixed] Correct number of months shown on Report Page (e.g. should show past 24 months but displays 25 months)
• [Fixed] Buckets that have been marked as inactive no longer display Want #108

• [Fixed] Sqlite database lock while saving multiple Bank Transaction #90

• [Fixed] Amount conversion with currency characters. #82 #83 Thanks @Hazy87
• [Fixed] Amount conversion with 0 values. #72

• [Add] Option to set Localization #52
• [Add] Enable mapping of seperated columns for Debit and Credit Amount on Import Page #53
• [Add] Duplicate Check before importing data with an option to exclude certain records #49
• [Fixed] Moved Sqlite database path back to /app/database #63
• [Fixed] Crash on Rules Page in case a Bucket has been deleted with an existing RuleSet #65
• [Fixed] Include Transactions which are in modification in all filters to prevent immediate disappearance #67

• [Changed] Handling of Bucket Group creation (fixes also crashes during creation cancellation #56)
• [Fixed] Unable to add multiple Buckets during Bank Transaction creation #55
• [Fixed] Crash on Report Page using sqlite #57

• [Add] Info Dialog during Bucket proposal and optimized proposal performance #21
• [Add] Filter on Transaction Page #25
• [Add] On Import Page final message box shows an option to clear the form #45
• [Changed] Core and Blazor Frontend updated to .Net 6.0
• [Changed] File Preview on Import Page now read-only
• [Changed] Misc small visual updates and fixes on Import Page
• [Changed] Consistent Chart Header styles on Report Page
• [Changed] Updated dependencies. Thanks @kekkon
• [Changed] Simplified dependency tree. Thanks @kekkon
• [Changed] Progress calculation for several scenarios #26 #28
• [Changed] Links and text due to switch to Github #46 #47
• [Fixed] Reworked UI update handling to fix issues on refreshing data #22
• [Fixed] Missing Target Account update for newly created or updated Import Profiles #23
• [Fixed] MonthOutputConverter.Convert not using Culture. Thanks @kekkon
• [Fixed] OpenBudgeteer.Core.Test.ViewModelTest.YearMonthSelectorViewModelTest.Constructor_CheckDefaults test using thread culture. Thanks @kekkon
• [Fixed] Added Validation checks before saving Bucket data to fix DivideByZeroException #29
• [Fixed] Trigger of SelectedYearMonthChanged passing OpenBudgeteer.Core.Test.ViewModelTest.SelectedYearMonthChanged_CheckEventHasBeenvoked Test
• [Fixed] Wrong text in confirmation message box for deleting a Rule #44

• [Add] Support for Sqlite databases #2
• [Add] Unit Tests (not full coverage yet)

• [Add] Enable collapse of Bucket Groups
• [Changed] Overall style changes with new font and colors
• [Changed] Newly created Bucket Groups will be created on the first position
• [Changed] Style for Bucket Group modification
• [Fixed] Unable to move newly created Bucket Groups #16

• [Fixed] Wrong creation of data for new Rules if the initial selection was used #13
• [Fixed] Missing months for Monthly Bucket Expenses Reports in case of no data #14
• [Fixed] Crashes on Report Page due to display split of Monthly Bucket Expenses Reports #15

• [Add] Added Rule set for automatic Bucket assignments #5
• [Add] Enabled movement of Buckets to other Bucket Groups
• [Add] Enabled movement of Bucket Groups #7
• [Changed] Moved Bucket Movements to Transaction Dialog #1
• [Changed] Opening a new file resets previous Import selection and settings
• [Changed] Optimized Y-Axis Ticks for Month Bucket Expenses on Report Page

• First major release
• Repository now Open Source