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Releases: mayswind/ezbookkeeping

v1.1.1

03 Oct 02:53
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  • [Bug Fixes]
    • Fix the mobile transaction list page displayed incorrectly when loading more transactions (#277)

v1.1.0

27 Sep 13:31
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  • [Breaking]

    • Move the enable_two_factor, enable_forget_password and forget_password_require_email_verify option to the auth section
    • Move the request_id_header option to the server section
    • Use truncation instead of rounding down or rounding to the nearest value when numerical calculations exceed precision limit
  • [Features]

    • Add French language (#252, thanks @brieucdlf)
    • Add Thai language (#260, thanks @natthavat28)
    • Create transactions from AI receipt image recognition results (support OpenAI, OpenAI Compatible API, OpenRouter, Ollama and Google AI)
    • Support custom script to process delimiter-separated values (data) file / data
    • Support filtering accounts and transaction categories for overview in home page (#209)
    • Calendar display type supports Gregorian with Chinese Calendar
    • Calendar display type supports Gregorian with Persian Calendar, date display type supports Persian calendar
    • Import transactions from JD.com Finance statement file (#240)
  • [Enhancements]

    • Batch adding transaction tags in import transaction tool
    • Batch removing specified transaction tags or batch removing invalid transaction tags in import transaction tool
    • Clear all transactions in specified account (#228)
    • Support dates with YYYYMMDD format when importing delimiter-separated values file / data (#219)
    • Import investment transactions from alipay statement file (#246)
    • Support for disabling the app’s built-in swipe-back navigation (#249)
    • The query_transactions_tool_handler MCP tool supports filtering multiple categories or accounts with the same name, and filtering sub-accounts / secondary categories by their parent account / category name
    • Other user interface optimization
  • [Development]

    • Upgrade Golang to 1.25.1
    • Upgrade Node.js to 24.7.0
    • Add build script for Windows Powershell
  • [Bug Fixes]

    • Fix cannot connect PostgreSQL via Unix socket (#253)
    • Use integer to calculate formulas for amount input formula (#214) and beancount amount formula
    • Fix cannot import OFX file which has only one but very long line (#243)
    • Fix transaction type was not checked when replacing transaction categories using batch rules (#248)
    • Fix can not replace empty transaction categories when using batch rules
    • Fix user custom exchange rates update page / dialog could not be opened
    • Fix the checkbox in the scheduled transaction frequency dropdown list couldn’t be used to select options (#225)
    • Fix could not select category name via checkbox in the batch create category dialog
    • Fix the toast text size and the text input size in dialogs on the mobile version did not adjust according to the font size settings
    • Fix the result of detecting whether a transaction has been modified is wrong when no default account is set
    • Fix MCP protocol version requirement for structured content (#239, thanks @lvdou-bing)
    • Fix the add_transaction MCP tool set wrong categories from the wrong category type
    • Hidden transaction tags are not allowed when importing transactions or using the add_transaction MCP tool
    • Don't return hidden tags for query_all_transaction_tags MCP tool

v1.0.1

05 Sep 12:59
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  • [Bug Fixes]
    • Fix cannot delete accounts / transaction categories and tags when using PostgreSQL/SQLite database (#218)

v1.0.0

30 Aug 16:21
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  • [Breaking]

    • Set the default date based on the current date time filter range when adding a new transaction in the transaction list page
  • [Features]

    • Add Dutch language (#196, thanks @automagics)
    • Add reconciliation statement
    • Show opening / closing balance and total inflows / outflows in reconciliation statement dialog / page (#36, #143)
    • Update closing balance in reconciliation statement page / dialog (#166)
    • Add account balance trends chart in reconciliation statement page / dialog (#184)
    • Allow users to change numeral system type (Western Arabic Numerals / Eastern Arabic Numerals / Persian Digits / Burmese Numerals / Devanagari Numerals)
    • Allow users to change calendar display type and date display type (Gregorian Calendar / Buddhist Calendar)
    • Load / save rules for batch replacing transaction categories / accounts / tags when import transactions
    • Object storage supports WebDAV
    • Revoke user token via CLI
  • [Enhancements]

    • Time picker in mobile version supports loop selection
    • Redesign time picker in date time select for desktop device
    • Support modifying balance modification transaction
    • Support deleting balance modification transaction in desktop version
    • Show the reason why the save button is disabled in transaction / account / and category dialog
    • Show the reason why the category / account select control is disabled in desktop version
    • Use the first visible account as default if the default account is hidden when creating new transaction
    • Support importing WeChat Pay billing file in the latest file format (#191)
    • Support clearing all transactions (#202)
    • Digit grouping type supports Indian Number Grouping
    • Show the time range below the fiscal year option
    • Retry up to 3 times when update user cloud settings
    • Other user interface optimization
  • [Development]

    • Upgrade Golang to 1.24.5
    • Upgrade Node.js to 22.18.0
    • Upgrade Docker base image to Alpine 3.22.1
    • Use a unified commit hash length when building in different platform
    • Add support for RTL (Right-to-Left) languages in the UI
  • [Bug Fixes]

    • Fix the amount format could not be automatically detected when importing dsv file
    • Fix the date range may be incorrect when switching between fiscal years
    • Fix the filter could not be saved after the filtered accounts, categories and transaction tags were deleted (#185)
    • Fix the total amount of all sub-accounts under the parent account was not counted after filtering any sub-accounts (#192)
    • Fix the default account shows "unspecified" in desktop version after the default account is set to hidden
    • Check if the accounts, categories, and tags used exist when creating a transaction template
    • Check whether transaction templates use specified accounts / categories / tags when deleting them
    • The number of digits shown for hours, minutes, and seconds in the time picker depends on the user's language settings
    • Clear the data of the last unfinished calculation when opening the number pad sheet
    • Don't initialize avatar / transaction storage when they are not enabled
    • Translate text in vuetify controls

v0.10.0

13 Jul 08:34
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  • [Breaking]

    • Use the export data format since Firefly III v6.2.0 as the format for importing Firefly III data (#169)
  • [Features]

    • Add Portuguese (Brazil) language (#160, thanks @thecodergus)
    • Support fiscal year (#115, thanks @seb26)
    • Support MCP (Model Context Protocol) server (via Http / Https protocol)
    • Retrieve transactions / accounts / categories / tags / latest exchange rates via MCP
    • Add new transaction via MCP
    • Import transactions from Camt.053 file
    • Import transactions from MT940 file
    • Sync application settings between multiple devices
    • Filter transaction description keywords in statistics & analysis page
    • Export statistics & analysis result in desktop version
    • Export transaction data based on the conditions on the transaction list page (#55)
    • The total amount on the account list page supports excluding specified accounts (#161)
  • [Enhancements]

    • Show total balance of parent account in mobile version (#149)
    • Support setting geo location data order when import transaction
    • Save / load data mapping settings for delimiter-separated values (dsv) file
    • Fill the first two digits for year based on the current year when importing a two-digit year
    • Support two-digit years in the transaction date when importing QIF file
    • Change the text of the unset start and end time in scheduled transaction
    • Use the expense/revenue account name as the category name if the transaction has no category when importing Firefly III transactions
    • Support cleaning browser cache when client version does not matches server version
    • Other user interface optimization
  • [Development]

    • Upgrade Golang to 1.24.4
    • Upgrade Node.js to 22.16.0
    • Upgrade Docker base image to Alpine 3.22.0
  • [Bug Fixes]

    • Fix the bug that the date was not displayed correctly during daylight saving time (#163)
    • Fix the data of last quarter not displayed when there is only one month in the last quarter in trend analysis
    • Fix the bug that statistical analysis still shows the account balance in the desktop version when the account balance is set to hide

v0.9.0

02 Jun 05:55
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  • [Breaking]

    • Ignore inline comment in configuration file (#140)
    • Allows users to set geographic location coordinate display type, and the default type shows the latitude before longitude (#141)
  • [Features]

    • Add Chinese (Traditional) language
    • Add Ukrainian language (#120, thanks @nktlitvinenko)
    • Add Italian language (#124, thanks @waron97)
    • Add National Bank of Ukraine exchange rates data source (#122, thanks @nktlitvinenko)
    • Add transaction calendar in transaction list page
    • Import transactions from Beancount (#56)
    • Import transactions from Feidee Mymoney (Elecloud) (#93)
    • Support user custom exchange rates data
    • Set amount format for Delimiter-separated Values (DSV) File
    • Support adding / deleting sub account after account created (#77)
    • Support clicking on map to set clicked geographic location
    • Amount input supports calculating formula for desktop version (#130)
    • Batch create nonexistent transaction categories / tags when import transaction
  • [Enhancements]

    • Use the sub-category according to the primary category name if there are duplicated sub-category names when importing transactions (#119)
    • Import outstanding balance modification transaction from Feidee Mymoney export data (#126)
    • Add refresh button in batch replace dialog
    • Allow pressing ESC or clicking outside to close add transaction/template/category/account dialog when nothing is modified
    • Use primary color & icon as default when creating secondary category
    • Add hide / unhide / edit / delete button for sub account in account list page for desktop version
    • Show process when importing a lot of transactions
    • Support always showing transaction pictures in transaction edit page for mobile version
    • Show currency in transaction edit dialog for desktop version
    • Show amount in default currency in transaction edit page / dialog when account currency is not default currency
    • Show error message when cannot load transaction picture in desktop version
    • Add document link for importing Delimiter-separated Values (DSV) File / Data
    • Improve performance for mobile transaction list page
    • Other user interface optimization
  • [Development]

    • Upgrade golang to 1.24.2
    • Upgrade node.js to 22.15.0
  • [Bug Fixes]

    • Fix the incorrect title of categories in category menu
    • Fix the percentage value in Statistics & Analysis page not display localized decimal symbol
    • Fix the wrong currency symbol of Eritrean nakfa

v0.8.0

10 Mar 14:03
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  • [Breaking]

    • Migrate frontend code to typescript
    • Migrate Vue SFC and Pinia store files to composition API
    • Account edit page displays the outstanding balance instead of the balance for credit card and debt accounts
  • [Features]

    • Add Spanish language (#39, thanks @Miguelonlonlon)
    • Add Russian language (#44, thanks @artegoser)
    • Add German language (#60, thanks @chrgm)
    • Add Japanese language (#83, thanks @tkymmm)
    • Import transaction from custom delimiter-separated values file
    • Import some split transactions from IIF file
    • Convert transaction type in import transaction dialog (#76)
    • Duplicate transaction with time / geographic location (#36)
    • Scheduled transaction supports start time and end time (#36)
    • Filter transaction category, account and tag name in transaction edit page (#38)
    • Show add transaction button in navigation bar in desktop version (#59)
    • Limit the maximum count of password / token check failures per IP / user per minute (#33)
  • [Enhancements]

    • PIN code input supports pressing enter to confirm and pressing tab to switch to the next component
    • Select amount value when click the amount text box and the amount value is zero (#36)
    • Support input page number in transaction list in desktop version
    • Support pressing enter / tab to use the current input page number in bottom pagination navigation bar
    • Support importing OFX 1.x file with UTF-8 encoding (#48)
    • Do not save transaction draft when category / account / tag is same as the initial value (#37)
    • Trim trailing zero in transaction amount when importing OFX file (#73)
    • Display currency code in currency selection list and support filtering by it
    • Supports accessing via sub path
    • Other user interface optimization
  • [Development]

    • Upgrade golang to 1.24.0
    • Upgrade node.js to 22.14.0
    • Upgrade docker base image to alpine 3.21.3
  • [Bug Fixes]

    • Fix cannot click set custom date range in date filter dropdown menu
    • Fix the date ranges of income and expense trends in home page is wrong (#49)
    • Fix cannot add transaction some times when use Postgres database (#50)
    • Fix the wrong display order of savings accounts and certificate of deposit accounts
    • Fix trend analysis not reload data when set custom month range in mobile version
    • Fix "Save Display Order" still displays bug when adjusting the order and then restoring the original order for transaction categories, transaction tags and transaction templates in desktop version
    • Fix clientSessionId not regenerated when use duplicate in desktop version
    • Fix the account list page shows skeleton and account info at the same time when reloading the account list in mobile version
    • Fix wrong size of button icon in Safari in desktop version
    • Fix the popup menu of bottom pagination navigation bar not disappear after page number clicked in desktop version
    • Fix wrong time zone (#41, thanks @Miguelonlonlon)
    • Not allow to input or paste when amount input is set to read only or disabled (#36)
    • Fix default parameter value not set for export command line (#80)
    • Fix cannot filter transfer in transaction with transaction tags (#82)

v0.7.0

21 Dec 15:30
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  • [Features]

    • Add Vietnamese language (#31, thanks @f97)
    • Trend analysis supports aggregating amounts by month / quarter / year
    • Add trend analysis in mobile version
    • Statistics analysis supports filtering tags (#20)
    • Support user features restrictions
    • Support custom tips in login page
    • Create user token via CLI
    • Credit card account supports statement date (#26)
    • Add Bank of Israel exchange rates data source
    • Add Swiss National Bank exchange rates data source
    • Add Danmarks Nationalbank exchange rates data source
    • Add National Bank of Romania exchange rates data source
    • Add National Bank of Georgia exchange rates data source
    • Add Norges Bank exchange rates data source
    • Add Bank of Russia exchange rates data source
    • Add Central Bank of Hungary exchange rates data source
    • Add Central Bank of Myanmar exchange rates data source
    • Add the Central Bank of the Republic of Uzbekistan exchange rates data source
  • [Enhancements]

    • Quickly add new tag in transaction edit page / dialog
    • Add date time filter dropdown menu in desktop transaction list page
    • Support transaction tag filter type
    • Support setting currency sorting type in exchange rates data page
    • Support setting the time of the initial balance when creating a new account
    • Display decimals of amount according to the decimals number count of currency
    • Keep the day of the month when shifting the date range forward or backward if the selected date range is a full month
    • Other user interface optimization
  • [Development]

    • Build script supports skipping specified tests according environment variable
    • Upgrade golang to 1.23.4
    • Upgrade node.js to 20.18.1
    • Upgrade docker base image to alpine 3.21.0
  • [Bug Fixes]

    • Not set destination amount automatically when lack of exchange rates data
    • Fix the failure of creating account with initial balance sometimes
    • Fix the issue that the "all" tab of account with multiple sub accounts are not selected when opening the account list page in desktop version
    • Fix the amount is invalid in some scenes when using dot as the thousands separator (#32, thanks @f97)

v0.6.0

03 Nov 13:02
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  • [Breaking]

    • Remove deprecated Monetary Authority of Singapore exchange rates data source
    • Limit the maximum count of tags in transaction to 10
    • Change debit card account type name to checking account
  • [Features]

    • Support scheduled transaction (#2)
    • Support transaction pictures
    • Save transaction draft automatically
    • Add import transaction tool (#10)
    • Import transactions from ezBookkeeping export file (csv/tsv)
    • Import transactions from Open Financial Exchange (OFX) File / Quicken Financial Exchange (QFX) File
    • Import transactions from Quicken Interchange Format (QIF) file
    • Import transactions from Intuit Interchange Format (IIF) File
    • Import transactions from GnuCash database
    • Import transactions from Firefly III export file
    • Import transactions from Feidee Mymoney (app/web) export file
    • Import transactions from Alipay (app/web) transaction flow file
    • Import transactions from WeChat Pay billing file
    • Add savings account and certificate of deposit account type
    • Clean up expired tokens periodically
    • Add International Monetary Fund exchange rates data source
  • [Enhancements]

    • Allow user change the editable transaction range to "All" quickly when unable to add or edit a transaction due to the limitation on the editable transaction range
    • Initial display mode of the date time sheet in mobile version depends on the clicked content (#28)
    • Limit the maximum size of upload user avatar
    • Add splash screen images for iPhone 16 series
    • Show language name in current language
    • Not allow to add transaction before balance modification transaction
    • Not allow to modify transaction time for balance modification transaction
    • Other user interface optimization
  • [Development]

    • Upgrade golang to 1.22.8
    • Upgrade node.js to 20.18.0
    • Upgrade docker base image to alpine 3.20.3
  • [Bug Fixes]

    • Support number pad keys in pin code input and amount input (#25)
    • Fix incorrect time zone minutes offset for Marquesas Islands and Newfoundland
    • Fix other transactions could not be created with the same transaction time of the deleted transaction
    • Fix incorrect transaction amount in exported data
    • Fix incorrect exported data when the content contains CR("\r")
    • Remove unnecessary separators in exported file when the tag in transaction does not exist
    • Fix the user avatar in the top right corner would not update in the desktop version when using internal avatar provider
    • Fix the page may not load properly when selecting the same date in trend analysis of the desktop version
    • Not allow to input non number to the amount input box in desktop version via mobile device

v0.5.0

10 Aug 11:10
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  • [Breaking]

    • Remove the api of retrieving the total amount of monthly expense and income
    • Remove the global default chart type and default time range options, and add independent options for categorical analysis and trend analysis settings
    • Move currency display type to user settings
    • Move thousands separator setting to user settings
    • Redesign the default request id generator
  • [Features]

    • Add trends analysis
    • Transaction list filter supports multiple accounts / transaction categories
    • Add transaction amount filter in transaction list page
    • Add transaction tag filter in transaction list page
    • Add support to create transaction from transaction template (long press the add button on the main page for the mobile version, hover over the add button in the transaction list for the desktop version)
    • Add option to set whether display transaction tag in transaction list page
    • Add option to set decimal separator and digit grouping symbol
    • Add option to set expense / income amount color (#24)
    • Add option to set which time zone should be used for the statistical data
    • Add support to update user avatar by user self
    • Add duplicate checker to prevent duplicate submissions for new record
    • Map provider supports CartoDB
    • Map provider supports TianDiTu
    • Map provider supports custom tile server
    • Redesign time picker in date/time selection sheet for mobile device
    • Show exchange rate in transaction edit page when the currencies of source account and destination account are different
    • Switch the time zone of the transaction or the default time zone by clicking the transaction time in mobile version transaction view page when the transaction time zone is not the default time zone
    • Show transaction time in default time zone on tooltip in desktop version transaction list page when the transaction time zone is not the default time zone
    • Add menu item to show hidden accounts / categories / tags in filter page / dialog
    • Support exporting to tsv (tab-separated values) file
    • Add menu item to swap account and/or amount in transaction edit page
    • Add support to set proxy for requesting exchange rates data and map data
    • Add support to set token minimum refresh interval
    • Add notification when user registers, logs in or opens the app each time
    • Support logging request logs and database query logs to separate files
    • Support rotating log files
  • [Enhancements]

    • Add date navigation button in transaction list page
    • Data export adds transaction geographic location
    • Allow to change primary category of transaction category
    • Update the url address after the settings in the statistics analysis page changed
    • Use the account / transaction category filter of the statistics page when navigating from the statistics page to the transaction list page
    • Show the preset name if custom date range matches a preset item
    • Currency symbol supports plural symbol
    • Amounts can be displayed together with currency unit
    • Update exchange rates data api of National Bank of Poland
    • Add seconds to time column in exported data
    • PIN code input supports Home & End key
    • Command transaction-check supports to check whether transaction tag index has transaction time
    • Update to latest currency list
    • Not allow to set hidden account as default account
    • Not allow to add / modify / delete transaction with parent account or parent account which is hidden
    • Not allow to add transaction with hidden transaction category / tag
    • Other user interface optimization
  • [Development]

    • Add build script for Windows
    • Upgrade golang to 1.21.12
    • Upgrade node.js to 18.20.3
    • Upgrade docker base image to alpine 3.20.1
  • [Bug Fixes]

    • Fix transaction time not saved into the transaction tag index table, and add command transaction-tag-index-fix-transaction-time to fix these invalid transaction tag index data
    • Fix the bug that cannot use multiple sessions to access at the same time when application lock is enabled
    • Fix secondary transaction categories not display after modifying the primary transaction category
    • Fix loading more bug in transaction list page after clicking cancel button in custom time range dialog
    • Fix the bug that the overview amounts in home page would not update after changing the first day of week
    • Hide the hidden transaction categories in transaction edit page
    • Show the hidden accounts, transaction categories and transaction tags in the filter menu which are selected
    • Always show the transaction tag name in transaction view page even the tag is hidden
    • Fix the wrong default time in add transaction dialog when default time zone is not the browser time zone in desktop version
    • Fix the data range in date selection dialog is not the current range in desktop version
    • Fix the first day of week setting not take effect in the transaction list page in desktop version
    • Fix the amount in transaction edit dialog may not display after unhiding the amount in desktop version
    • Fix the status of email changed to unverified after clicking reset button in the user basic setting page
    • Fix the text size of action menu title label not changed after changing the app text size