v3.7

What's Changed

• Network Monitor Implementation. by @amittras-pal in #34
• Bug fixes; Enhancements; Documentation for Release 24.10 by @amittras-pal and @Harshupatil in #33

New Features:

• The app now monitors when you lose internet connection.
• Fixes issues with retrieving plans list for adding new expense directly from dashboard.
• Automatically selects the expense plan if only 1 is available when you check the "Add to Plan" option.
• Fixes incorrect representation of percentage under category total on dashboard.

Many thanks to @Harshupatil for improving the source code quality

Full Changelog: v3.5...v3.7

v3.5

What's Changed

• Show percentage share of each category in dashboard.
  • Now you can visually see the share of each category by percentage right on the dashboard.
• Re-design the global search page.
  • The search expenses page has been redesigned from the ground up to improve usability and reduce the number of clicks in order to find the relevant results.
• Redesign the Sidebar Navigation to provide more free space on desktop.
  • For desktop application users, the display will now provide more space to fit the actual content by shrinking the sidebar. All of your keyboard shortcuts work exactly the same as before.
• Application Changelog and About page. See how the app has changed over time with the addition of new features and also see general information about this app.
  • Access the version history and about page anytime from the bottom of the navigation pane.
• Improved the preferences section in My Account page for better usability.
• Other minor Enhancements & Bug Fixes

View Full Changelog on Github: v3.0...v3.5

Contributors:

• @amittras-pal (Author)
• @Harshupatil (Reviewer)

v3.0

What's New

• Reports are now generated in Excel (.xlsx) format instead of a less usabel PDF format. by @amittras-pal in #23
• Add Month selection capability on dashboard. Can now see summary for previous months directly from dashboard.
  • by @Harshupatil in #11 and #17
• Update Software Documentation by @amittras-pal in #9

Bug Fixes and Improvements.

• FIX: The month dropdown is disabled for the month when the account was created. by @amittras-pal in #8
• FIX: Duplicate budget sections on dashboard summary. by @Harshupatil in #22
• Vulnerabilties detected during SONAR Scan fixed. by @amittras-pal in #10
• Minor bugs fixes by @amittras-pal in #16

New Contributors

• @Harshupatil made their first contribution in #11

Full Changelog: v2.0...v3.0

Expensary Client App (v2)

What's Changed

User account module in #4

• Module Added
• Allow Password Change
• Allows preference changes
  • Set the add/edit/modify time window for expenses
  • Set a preferred accent color for the user.
• Expense window has been modified from a hard 7 days to be a configurable value ranging 7-25 days.
• Support for dynamic accent color set by the user.
• Add direct access to account module from the login screen.

Global Search in #5

• Module Added
• Allow searching for expenses by text / category list / date range.

Evaluate math equation for amount field in #6

• Feature Added
• Allow processing simple math expression entered in the amount field of expense form.
  • Currently supports addition / subtraction / multiplication / division /parenthesis grouping.

Migrate from create-react-app to vite in #7

• Tooling Change
• Migrate from create-react-app to vite

Full Changelog: v1.1...v2.0

Expensary Client App (Typescript)

Complete migration of application source code from JavaScript to Typescript.

This release is a 1:1 migration of the existing functionality to TypeScript and does not add/modify/remove any of the existing features. Behavioral changes and code refactoring done as per TypeScript convenience.

Bug Fixes & Enhancements:

• Fixes the header on the expense form modal when creating a new expense from an Expense Plan Details view.
• Adds a "No Open Plans" message to the category selection in Expense Form.
• Removed Dependency: react-pin-input; Utilizing PinInput component from mantine ui.
• Modals Overlay blur works properly.

Expensary Client v1.0.0

New Updates in v1.0.0:

• Frontend:
  • Global: Introduce Keyboard shortcuts for major actions.
  • App Header:
    • Added breadcrumb.
    • Add modal for showing keyboard shortcuts.
  • Recent Transactions / Expenses List: Add indicators for previous month/plan linked/record type expenses.
  • Create/Update Expense: Allow to keep amount as 0; Record type expense where no money is actually spent.
  • Expense Plans:
    • Expenses from a plan can be cloned to current budget after the plan has been closed.
    • Cloned expenses can be deleted and they can be cloned again to the budget.
    • Plan details tab to show plan details and latest action status.
    • Plans are grouped by status in the plans list page.
  • New Module (Report Generation) : Download expense summary report for a month/date range.
  • Time Zone:
    • Detect and store user time zone during account creation.
    • Automatically detect time zone change upon login; provide option for changing via notification.
• Backend:
  • New Controllers: Generate PDF on the server and download on client.
  • Updates to existing controllers: Allow mirrored editing/deletion of expenses cloned from an expense plan.
  • Model changes:
    • User: Add timezone.
    • Expense: Add linked || Modify amount (allow 0)
    • ExpensePlan: Add lastAction to track changes