BudgetCheck - Releases

Fixed

• Planned entries in summaries: dashboard, monthly, yearly, and close snapshots now exclude is_planned placeholder rows from income/expense/budget actual totals (they remain visible on the ledger until matched).
• Recurring generate: batch generation runs in a DB transaction, skips duplicate dates idempotently, blocks closed months, and deactivates rules that have passed their end date.
• Budget planned sync: month sync is transactional; zero-target categories no longer throw a misleading 403 when no budget row exists.

Changed

• Recurring rules table shows end date; modal adds active/inactive toggle and stronger end-date warnings (live region + save confirm).
• Yearly month cards show text badges for over-budget and closed states; recurring action buttons have unique accessible names.
• Modal focus lands on the first form field; dashboard warnings include severity text for screen readers.

Added

• Shared transaction editor: dashboard and ledger pages use a common inline editor for creating and editing bookings (transaction-editor.js).
• Dashboard quick actions: household dashboards show month-scoped shortcuts (new transaction, open ledger) with a compact recent-ledger preview.
• Transaction title fallback: blank titles default to the selected category name; unit tests cover resolution rules (TransactionTitleTest).

Changed

• Workspace settings for all members: non-managers can open settings to view workspace details and personal planning-total preferences; managers retain full configuration access.
• Transactions default window: the ledger opens on the current month instead of all time.
• Full translations (da, de, en, es, fr, it, nb, nl, pl, sv) updated for new UI strings.

Added

• Planning-total preferences: special transactions can be excluded from everyday planning totals by default, with per-user, server-persisted overrides and a manager-set workspace default (SummaryViewPreferencesService).
• Savings-transfer and planned-entry aggregation: summaries now match planned entries against actual transactions and aggregate savings transfers (PlannedTransactionMatchService).
• Dashboard transaction notes: transaction notes are shown on the dashboard.

Changed

• Special transactions are excluded from everyday planning totals by default; full translations (da, de, en, es, fr, it, nb, nl, pl, sv) updated accordingly.

Fixed

• Unbounded household transaction lists: household transaction lists are now properly bounded.

Added

• Import preferences API: server-synced CSV import defaults (ImportPreferencesService) with unit tests.
• Transaction import hardening: UTF-8 and legacy encoding fallback, fingerprint-based duplicate skip, expanded reference column aliases, and higher rate limits for split imports.

Changed

• CSV import UI: remove bank-type column from direction mapping; improved import page layout and validation feedback.

Fixed

• App access permissions (#2): users and groups on the directory allow-list can open BudgetCheck without a pre-existing workspace membership. Workspace data remains gated by per-workspace role checks.
• Group workspace membership counting: only honour group rows with assignable roles (viewer, contributor) when resolving effective access.

Added

• CSV transaction import: guided import page with preview validation and atomic commit (TransactionImportService, /import, API preview/commit endpoints).
• Unit tests for AccessControlService::canUseApp() allow-list behaviour (AccessControlAppAccessTest).
• Integration test for AppAccessMiddleware deny/allow flows against live app config (AppAccessGateIntegrationTest).

Changed

• Removed unused DENIAL_NO_WORKSPACE denial path; directory restriction is the sole app-entry gate.

Fixed

• Data loss after Nextcloud upgrade: UninstallDropTables preserves tables and settings on disable; full cleanup runs only on app removal.

Fixed

• Planned entries in summaries: dashboard, monthly, yearly, and close snapshots now exclude is_planned placeholder rows from income/expense/budget actual totals (they remain visible on the ledger until matched).
• Recurring generate: batch generation runs in a DB transaction, skips duplicate dates idempotently, blocks closed months, and deactivates rules that have passed their end date.
• Budget planned sync: month sync is transactional; zero-target categories no longer throw a misleading 403 when no budget row exists.

Changed

• Recurring rules table shows end date; modal adds active/inactive toggle and stronger end-date warnings (live region + save confirm).
• Yearly month cards show text badges for over-budget and closed states; recurring action buttons have unique accessible names.
• Modal focus lands on the first form field; dashboard warnings include severity text for screen readers.

Added

• Shared transaction editor: dashboard and ledger pages use a common inline editor for creating and editing bookings (transaction-editor.js).
• Dashboard quick actions: household dashboards show month-scoped shortcuts (new transaction, open ledger) with a compact recent-ledger preview.
• Transaction title fallback: blank titles default to the selected category name; unit tests cover resolution rules (TransactionTitleTest).

Changed

• Workspace settings for all members: non-managers can open settings to view workspace details and personal planning-total preferences; managers retain full configuration access.
• Transactions default window: the ledger opens on the current month instead of all time.
• Full translations (da, de, en, es, fr, it, nb, nl, pl, sv) updated for new UI strings.

Added

• Planning-total preferences: special transactions can be excluded from everyday planning totals by default, with per-user, server-persisted overrides and a manager-set workspace default (SummaryViewPreferencesService).
• Savings-transfer and planned-entry aggregation: summaries now match planned entries against actual transactions and aggregate savings transfers (PlannedTransactionMatchService).
• Dashboard transaction notes: transaction notes are shown on the dashboard.

Changed

• Special transactions are excluded from everyday planning totals by default; full translations (da, de, en, es, fr, it, nb, nl, pl, sv) updated accordingly.

Fixed

• Unbounded household transaction lists: household transaction lists are now properly bounded.

Added

• Import preferences API: server-synced CSV import defaults (ImportPreferencesService) with unit tests.
• Transaction import hardening: UTF-8 and legacy encoding fallback, fingerprint-based duplicate skip, expanded reference column aliases, and higher rate limits for split imports.

Changed

• CSV import UI: remove bank-type column from direction mapping; improved import page layout and validation feedback.

Fixed

• App access permissions (#2): users and groups on the directory allow-list can open BudgetCheck without a pre-existing workspace membership. Workspace data remains gated by per-workspace role checks.
• Group workspace membership counting: only honour group rows with assignable roles (viewer, contributor) when resolving effective access.

Added

• CSV transaction import: guided import page with preview validation and atomic commit (TransactionImportService, /import, API preview/commit endpoints).
• Unit tests for AccessControlService::canUseApp() allow-list behaviour (AccessControlAppAccessTest).
• Integration test for AppAccessMiddleware deny/allow flows against live app config (AppAccessGateIntegrationTest).

Changed

• Removed unused DENIAL_NO_WORKSPACE denial path; directory restriction is the sole app-entry gate.

Fixed

• Data loss after Nextcloud upgrade: UninstallDropTables preserves tables and settings on disable; full cleanup runs only on app removal.

Fixed

• EnsureBudgetCheckSchema: use the core Connection from the server container for MigrationService, so install/post-migration repair runs reliably on upgrade.

Added

• Integration tests for repair steps (UpgradeRepairIntegrationTest) and PHPUnit bootstrap support when tests run against a Nextcloud tree (NEXTCLOUD_ROOT / monorepo lib/base.php).

Changed

• Confirm Nextcloud 33 as max-version in appinfo/info.xml (aligned with latest stable server).

Added

• Searchable timezone and currency pickers on workspace and app settings: js/common/catalog-pickers.js with keyboard navigation, live filtering, and accessible combobox/listbox semantics; shared partials templates/common/bc-timezone-picker.php and bc-currency-picker.php.
• CurrencyCatalog: single source for supported ISO codes (including RUB, UAH, KZT); TimezoneCatalog: full IANA list exposed via catalog API.
• OCA\BudgetCheck\Repair\UninstallDropTables and EnsureBudgetCheckSchema wired in appinfo/info.xml for complete uninstall cleanup and idempotent schema repair on upgrade.
• Migration Version1009: schema/repair hardening for production installs; BudgetCheckTableCatalog centralizes table names.
• Tests: CurrencyCatalogTest, TimezoneCatalogTest, EnsureBudgetCheckSchemaTest, UninstallDropTablesTest, WorkspaceServiceUpdatePayloadTest.

Changed

• Workspace settings: server-side validation for timezone/currency; currency lock after the first transaction.
• App settings / settings UI: migrated to catalog pickers instead of plain text fields; styling in css/app.css.

• Fix App Store info.xml validation: screenshots before donation/dependencies, settings before navigations, drop unsupported keywords, cap at 10 screenshots (schema limit).