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1.9 (2024-xx-xx)

⚙️ Features & Enhancements

  • Edit Bucket Dialog shows now a calculated next applying target date for Bucket type Expense every X Months and Save X until Y date #201
  • File content preview on Import Page no longer wraps, instead it uses horizontal scrolling #227
  • Migrated reports from ChartJs.Blazor to Blazor-ApexCharts
  • Bucket Movements will be now stored with the current date instead on first of the month #240 Thanks Lucaber

🔨 Maintenance

  • Rework Unit Tests and Code cleanup after dropping Sqlite support #239 #246

🪲 Bug Fixes

  • Creation of multiple new Accounts using Recurring Transactions #255 #267 Thanks OSMIbra
  • On Import Page, Preview modification for large texts couldn't be synced to ViewModel due to SignalR message size limitation #248
  • Correct usage of APPSETTINGS_THEME default value default #253
  • Fix Preview Word Wrap on Import Page using Firefox #261

1.8.3 (2024-05-20)

⚠️ Breaking Changes

⚙️ Features & Enhancements

  • Replace News with Link to GitHub Announcements #241

🪲 Bug Fixes

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

1.8.2 (2024-04-04)

🔨 Maintenance

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

1.8.1 (2024-03-17)

🪲 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

1.8 (2024-03-16)

⚠️ 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

1.7.1 (2023-10-16)

  • [Fixed] Potentially fixed crashes on Rules page due to an unnecessary parallel initialization #165

1.7 (2023-10-03)

  • [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

1.6.3 (2023-01-27)

  • [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

1.6.2 (2023-01-11)

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

1.6.1 (2022-12-31)

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

1.6 (2022-12-03)

  • [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

1.5.2 (2022-03-26)

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

1.5.1 (2022-02-26)

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

1.5 (2022-02-19)

  • [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

1.4.1 (2021-11-28)

  • [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

1.4 (2021-11-14)

  • [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_CheckEventHasBeenInvoked Test
  • [Fixed] Wrong text in confirmation message box for deleting a Rule #44

1.3 (2020-12-15)

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

1.2.1 (2020-12-14)

  • [Fixed] Crash on Report Page due to wrong DateTime creation

1.2 (2020-10-26)

  • [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

1.1.1 (2020-09-07)

  • [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

1.1 (2020-09-05)

  • [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

1.0 (2020-08-10)

  • First major release
  • Repository now Open Source

0.12 (2020-08-04)

  • [Add] Current version number and database name to header
  • [Add] Bucket Notes
  • [Add] Footer for App Icon references
  • [Changed] Redesign Page Layout moving Navigation into Header
  • [Changed] Proper Home Page with links to Gitlab
  • [Changed] Redesign Account Page
  • [Changed] Redesign Balance details on Bucket Page
  • [Changed] Removed Page Titles
  • [Changed] Changed ConnectionString setup for Docker (Split full ConnectionString into several pieces for User, Password etc.)
  • [Changed] Removed Blazor in Assembly name (now OpenBudgeteer.dll)
  • [Changed] HTML Title from OpenBudgeteer.Blazor to OpenBudgeteer
  • [Fixed] Database update on Number and Date format for Import Profile
  • [Fixed] Total Pending Want update after Bucket Creation and Deletion
  • [Fixed] YearMonthSelector styles and alignment on Bucket Page
  • [Fixed] Database Issue during Bucket Deletion
  • [Fixed] IsInactiveFrom value for newly created Buckets

0.11.1 (2020-07-18)

  • [Fixed] Broken responsive design for Monthly Bucket Expenses

0.11 (2020-07-18)

  • [Add] Page with several Reports
  • [Add] Popup with Transactions assigned to an Account on Account Page
  • [Add] Progress Bar for several Bucket Types
  • [Changed] Deleting a Transaction must be confirmed now
  • [Changed] Proper Menu Icons on Navigation Menu
  • [Changed] Replaced Buttons with proper Menu Icons on several places
  • [Changed] Some 0 values are now hidden on Bucket Page
  • [Changed] App Name on Navigation Menu
  • [Changed] Redesigned File Upload on Import Page
  • [Changed] Adapted size of UI elements on Account Page
  • [Changed] Adapted layout for Account Creation on Account Page
  • [Changed] Accounts can only be closed if Balance is 0
  • [Fixed] Wrong Error Dialog on Transaction Page
  • [Fixed] Re-enabled handling of inactive Accounts for existing Transactions

0.10 (2020-07-12)

  • [Add] Preview of final records during data import
  • [Add] Options for Date and Number format for data import
  • [Add] Header on Bucket Page includes further information like pending Want and negative Balances
  • [Add] Popup with Transactions assigned to a Bucket on Bucket Page
  • [Add] Message box to confirm successful data import
  • [Add] Several Error Message Boxes and proper Error handling
  • [Changed] Only display modification buttons on mouse hover
  • [Fixed] Inconsistent number output format for 0 on Bucket Page
  • [Fixed] Multiple Budget distribution on Buckets

0.9 (2020-07-07)

  • [Add] Added selection of Delimiter and Text qualifier during data import
  • [Add] Button to edit and save all Transaction
  • [Add] Bucket Page shows an information at which YearMonth a Bucket will be inactive
  • [Changed] Creating a new Bucket uses now current YearMonth as initial "First Target Date"
  • [Changed] Creating a new Transaction uses now current YearMonth as initial Transaction Date
  • [Changed] A Bucket can only be closed if Balance is 0
  • [Fixed] Missing Bucket colors for Crate new Transaction
  • [Fixed] Only active Buckets for current YearMonth are displayed for Bucket assignment on Transaction Page

0.8 (2020-07-01)

  • [Add] Colors for Buckets
  • [Add] Button to distribute Budget on Buckets with Want
  • [Changed] Input fields for numbers and dates are now properly handled
  • [Fixed] Want calculation for Bucket Type "Monthly expense"

0.7 (2020-06-30)

  • [Fixed] Pressing Enter for InOut updates UI again
  • [Fixed] Creating a new Bucket properly updates UI again
  • [Fixed] Fixed Want calculation due to DateTime issues in Data Model

0.6 (2020-06-29)

  • [Add] Added base implementation for Global Balance details
  • [Changed] Optimized Performance for Bucket and Transaction Page
  • [Changed] Allow Update of imported Transactions with pending Bucket assignments
  • [Fixed] Fixed and optimized Bucket assignment check for Transactions

0.5 (2020-06-23)

  • [Changed] Switch to Blazor

0.4 (2020-05-25)

  • [Changed] Basis for generic database handling implemented

0.3 (2020-05-19)

  • [Changed] Displayed Accounts now sorted by name
  • [Changed] Displayed Buckets now sorted by name
  • [Changed] Memo no longer mandatory
  • [Changed] Manually entered Year triggers only LoadData after pressing Enter
  • [Fixed] BucketGroup creation if no group exists
  • [Fixed] Transaction Update for Bucket assignments
  • [Fixed] Missing database table creation for BucketVersion

0.2 (2020-05-18)

  • [Add] Enable creation/update/deletion of Import Profiles

0.1 (2020-04-20)

  • Initial version