1.0.0

Features

• Receipt Matching: Upload multiple receipts in one place, auto match them to transactions by file name
• Phone-Size Tables: Better responsive design for wide data on small viewports

User Can…

• Edit only just parts of categories of multiple payees at once (AB#1300)

Infrastructure

• .NET 6.0: Migrated from ASP.NET Core 3.1 to 6.0
• App Insights: Now connects with Azure Application Insights
• Integration Tests: Created a full suite of Integration Tests using TestServer
• Architectural Separation: Moved Core and Data layers into separate projects

0.9.8

Performance optimization & bux fixes

• Integrated the excellent EFCore.BulkExtensions library to speed up and stabilize bulk operations
• Using this for transaction import, as well as adding or deleting sample data

0.9.7

Features

• Report Charts: Display report info in visual form
• Universal Import: Expand import page so it takes objects of any kind, and even multiple
• Pretty error pages: Give a well-formatted HTML page for common errors

User Can...

• Decide whether or not to populate database with sample data on first run (Addresses #1)
• Download sample OFX & XLSX files from the import page (Addresses #1)
• Quickly see an overview of their progress vs budget with one click from any page
• Delete multiple budget line items in a single operation
• Designate additional 'memo' information about a single budget line item
• Receive information about HTTP failures in a manner visually consistent with the rest of the site

Other Changes

• Example spreadsheet now available to demonstrate how to access data from Excel using Power Query
• Registration process now sends emails using Twilio SendGrid
• Demo now requires write permission to select or hide items
• Architectural cleanup to remove all query execution from UI layer. Will also make porting to SPA (e.g. Blazor) easier in the future.

0.9.5

Features

• Help topics
• Automatic principal/interest split for loans

User can...

• View page-specific help when desired
• Quickly navigate from a page's help topic to more details on that topic
• Automatically receive help information when first navigating to a page which has a help topic
• View all help topics on a single page
• Receive necessary context when clicking "Try the demo" on the Home page Given: On the Home page
• Specify loan information in payee matching rules, then see that principal and interest are automatically divided upon transaction import
• Directly apply principal/interest split by clicking "Apply Payee" on a transactions whose payee has loan information

Test Infrastructure

• Robust end-to-end functional UI testing using PlayWright

Architecture

• Re-architecture pass to implement "Clean Architecture" principles
• Slimmed controllers down to the (hopefully) bare minimum