diff --git a/changelog.md b/changelog.md index 47c7f4f1c3..638e5a4d5a 100644 --- a/changelog.md +++ b/changelog.md @@ -2,6 +2,64 @@ All notable changes to this project will be documented in this file. This project adheres to [Semantic Versioning](http://semver.org/). +## [4.8.9 (API 0.10.0)] - 2019-08-22 + +A huge change that introduces significant database and API changes. Read more about it [in this Patreon post](https://www.patreon.com/posts/summer-time-to-28072164). + +### Open and known issues +- The "new transaction"-form isn't translated. +- You can't drag and drop transactions. +- You can't clone transactions. + +### Added +- Initial release. +- Hungarian translation! + +### Changed +- New database model that changes the concept of "split transactions"; +- New installation routine with rewritten database integrity tests and upgrade code; +- Rewritten screen to create transactions which will now completely rely on the API; +- Most terminal commands now have the prefix `firefly-iii`. +- New MFA code that will generate backup codes for you and is more robust. MFA will have to be re-enabled for ALL users. + +### Deprecated +- This will probably be the last Firefly III version to have import routines for files, Bunq and others. + +### Removed +- The export function has been removed. + +### Fixed +- #1652, new strings to use during the import. +- #1860, fixing the default currency not being on top in a JSON box. +- #2031, a fix for Triodos imports. +- #2153, problems with editing credit cards. +- #2179, consistent and correct redirect behavior. +- #2180, API issues with foreign amounts. +- #2187, bulk editing reconciled transactions was broken. +- #2188, redirect loop in bills +- #2189, bulk edit could not handle tags. +- #2203, #2208, #2352, reconciliation fixes +- #2204, transaction type fix +- #2211, mass edit fixes. +- #2212, bug in the API when deleting objects. +- #2214, could not view attachment. +- #2219, max amount was a little low. +- #2239, fixed ordering issue. +- #2246, could not disable EUR. +- #2268, could not import into liability accounts. +- #2293, could not trigger rule on deposits in some circumstances +- #2314, could not trigger rule on transfers in some circumstances +- #2325, some balance issues on the frontpage. +- #2328, some date range issues in reports +- #2331, some broken fields in reports. +- #2333, API issues with piggy banks. +- #2355, configuration issues with LDAP +- #2361, some ordering issues. + +### API +- Initial release + + ## [4.7.17.6 (API 0.9.2)] - 2019-08-02 ### Security diff --git a/readme.md b/readme.md index 49714ef23d..ef68b67ecf 100644 --- a/readme.md +++ b/readme.md @@ -36,45 +36,57 @@ By keeping track of your expenses and your income you can budget accordingly and You can read more about this in the [official documentation](https://firefly-iii.readthedocs.io/en/latest/index.html). ### Features -Most importantly... +Firefly III is pretty feature packed. Some important stuff first: -* Firefly III runs on your own server, so you are fully in control of your data. It will not contact other sites or servers. -* You can import from over 2500 financial providers, in 55 countries when you enable the [Spectre API](https://firefly-iii.readthedocs.io/en/latest/import/spectre.html). -* You can also import from [bunq](https://www.bunq.com/), from **YNAB**, using **FinTS** or simply by uploading **CSV** files. -* Firefly III features an [JSON REST API](https://api-docs.firefly-iii.org/) with a [Python API client](https://pypi.org/project/Firefly-III-API-Client/) built by [ms32035](https://github.com/ms32035). -* If you feel you’re missing something you can just ask me and I’ll add it! +* It is completely self-hosted and isolated, and will never contact external servers until you explicitly tell it to. +* It features a REST JSON API that covers almost every part of Firefly III. +* There are many translations available. +* All pages feature help texts and support popups. -But actually, it features: +The most exciting features are: + +* Create [recurring transactions to manage your money](http://docs.firefly-iii.org/en/latest/advanced/recurring.html) +* [Rule based transaction handling](http://docs.firefly-iii.org/en/latest/advanced/rules.html) with the ability to create your own rules +* Import data from external systems + * [FinTS](http://docs.firefly-iii.org/en/latest/import/fints.html) + * [bunq](http://docs.firefly-iii.org/en/latest/import/bunq.html) + * [Spectre](http://docs.firefly-iii.org/en/latest/import/spectre.html) (offering thousands of connected banks) + * [CVS files](http://docs.firefly-iii.org/en/latest/import/csv.html) + * [YNAB](http://docs.firefly-iii.org/en/latest/import/ynab.html) + +Then the things that make you go "yeah OK, makes sense". + +* A [double-entry](https://en.wikipedia.org/wiki/Double-entry_bookkeeping_system) bookkeeping system +* You can store, edit and remove [withdrawals, deposits and transfers](http://docs.firefly-iii.org/en/latest/concepts/transactions.html). This allows you full financial management +* You can manage [different types of accounts](http://docs.firefly-iii.org/en/latest/concepts/accounts.html) + * Asset accounts + * Shared asset accounts (household accounts) + * Saving accounts + * Credit cards + * Loans, mortgages + +* It's possible to create, change and manage money [using budgets](http://docs.firefly-iii.org/en/latest/concepts/budgets.html) +* Organize transactions [using categories](http://docs.firefly-iii.org/en/latest/concepts/categories.html) +* Save towards a goal using [piggy banks](http://docs.firefly-iii.org/en/latest/advanced/piggies.html) +* Predict and anticipate [bills](http://docs.firefly-iii.org/en/latest/advanced/bills.html) +* View [income and expense reports](http://docs.firefly-iii.org/en/latest/advanced/reports.html) +* Organize expenses [using tags](http://docs.firefly-iii.org/en/latest/concepts/tags.html) + + +And the things you would hope for but not expect: -* [A double-entry bookkeeping system](https://firefly-iii.readthedocs.io/en/latest/concepts/transactions.html) -* You can store, edit and remove [withdrawals, deposits and transfers](https://firefly-iii.readthedocs.io/en/latest/concepts/transactions.html). This allows you full financial management -* You can manage different types of accounts - * [Asset](https://firefly-iii.readthedocs.io/en/latest/concepts/accounts.html) accounts - * Shared [asset accounts](https://firefly-iii.readthedocs.io/en/latest/concepts/accounts.html) ([household accounts](https://firefly-iii.readthedocs.io/en/latest/concepts/accounts.html)) - * Saving accounts - * Credit cards -* It's possible to create, change and manage money using [budgets](https://firefly-iii.readthedocs.io/en/latest/concepts/budgets.html) -* Organize transactions using [categories](https://firefly-iii.readthedocs.io/en/latest/concepts/categories.html) -* Save towards a goal using [piggy banks](https://firefly-iii.readthedocs.io/en/latest/advanced/piggies.html) -* Predict and anticipate [bills](https://firefly-iii.readthedocs.io/en/latest/advanced/bills.html) -* View income / expense [reports](https://firefly-iii.readthedocs.io/en/latest/advanced/reports.html) -* [Rule based](https://firefly-iii.readthedocs.io/en/latest/advanced/rules.html) transaction handling with the ability to create your own rules. -* The ability to [export data](https://firefly-iii.readthedocs.io/en/latest/import/export.html) so you can move to another system. -* The ability to [import data](https://firefly-iii.readthedocs.io/en/latest/import/csv.html) so you can move _from_ another system. -* Organize expenses using [tags](https://firefly-iii.readthedocs.io/en/latest/concepts/tags.html) * 2 factor authentication for extra security 🔒 -* Supports any currency you want, including [crypto currencies](https://firefly-iii.readthedocs.io/en/latest/concepts/currencies.html) such as ₿itcoin and Ξthereum -* Lots of help text in case you don’t get it -* Translations into 10(!) languages, proudly powered by [Crowdin](https://crowdin.com/project/firefly-iii). +* Supports [any currency you want](http://docs.firefly-iii.org/en/latest/concepts/currencies.html), including crypto currencies such as ₿itcoin and Ξthereum +* There is a [Docker image](http://docs.firefly-iii.org/en/latest/installation/docker.html), a [Sandstorm.io grain](http://docs.firefly-iii.org/en/latest/installation/hosted.html) and an [Heroku script](http://docs.firefly-iii.org/en/latest/installation/hosted.html). +* Lots of help text in case you don't get it -Everything is organised: +And to organise everything: * Clear views that should show you how you're doing * Easy navigation through your records * Browse back and forth to see previous months or even years * Lots of charts because we all love them -* Financial reporting showing you how well you are doing -* Lots of math because we all like math! +* If you feel you’re missing something you [can just ask me](http://docs.firefly-iii.org/en/latest/contact/contact.html) and I’ll add it! ### Who is it for? This application is for people who want to track their finances, keep an eye on their money **without having to upload their financial records to the cloud**. You're a bit tech-savvy, you like open source software and you don't mind tinkering with (self-hosted) servers.