Web Release 3.28.0

Coach Natalie

Hello All,

Here are the issues and features that we were able to tackle with the 3.28.0 Web Release:

• FIXED: App crashes when attempting to create a new transaction.
• FIXED: Sign (+/-) issues when editing and creating transactions.
  
• FIXED: When making a transaction recurring from the transaction page, the create button is disabled and the delete button should be 'cancel'.
  
• FIXED: Unlink button not functional on edit transaction modal. 
  
• FIXED: Transaction that is already linked to a bill should not have 'mark as bill' option on three-dot menu.
  
• FIXED: User can still create a recurring transaction or bill in the past, despite warning on the date field.
  
• FIXED: Not calling correct APIs when user says to mark a transaction as bill or recurring.
  
• FIXED: Account is not marking ignore flags on both sides when changing a transaction to be a transfer.
  
• FIXED: Issue with unlinking a transaction from a recurring series. 
  
• FIXED: Incorrect UI and options when clicking create/link series for transfer transactions.
  
• FIXED: Incorrect UI and options when attempting to create/link series for income transactions.
  
• FIXED: In the transaction details dialog, the default status for manual transactions is 'cleared' in connected accounts.
  
• FIXED: Page crashes after clicking "Go to other side" on transfer transactions in transaction detail modal.
  
• FIXED: Adding a flag to a transaction while it's expanded will not keep it unless some other change is made.
  
• FIXED: Spacebar forces modal to close when in 'Edit transaction'.
• FIXED: Making a transaction a one-time bill does not dismiss dialog box.
  
• FIXED: Update button not enabled after making a change until clicking out of the field when in 'Edit transaction'.
  
• FIXED: Selecting a date on the calendar is not closing calendar.
  
• FIXED: Ignore flags (Reports/Spending Plan) should be independent of each other. 
  
• FIXED: Dialog buttons should persist on transaction detail modal when scroll is present.
  
• FIXED: "Invalid DateTime" is shown in transaction detail when the transaction is removed as recurring.
  
• FIXED: Ignore from Reports/Spending Plan toggle not functioning correctly.
  
• FIXED: Unable to correctly create split transactions when entering amounts into child split line.
  
• FIXED: Issues creating a scheduled transaction from a new manual transaction.
  
• FIXED: Transactions detail modal displays attachment from a different transaction.
  
• FIXED: New recurring bill displayed in 'Other spending' when the series was created from the register.
  
• FIXED: Unable to create categories from the 'Create transaction' modal.
  
• FIXED: Signage shown on split items inconsistent with the transaction amount.
  
• FIXED: Negative split lines are not treated as negative amounts automatically.
  
• FIXED: Planned expense graph doesn't match total for month.
  
• FIXED: "Creating recurring bill" shown regardless of the type/category being created.
• FIXED: New category rule modal displays after deleting split line.
  
• FIXED: One-time bill removed a few seconds after being created.
  
• FIXED: Date input field not showing label.
  
• FIXED: When hovering over series name in transaction detail, mouse should be hand pointer/white hand.
  
• FIXED: External link icon in transaction detail modal shouldn't be part of the underline when you hover over the hyperlinked text.
  
• FIXED: UI issues where series + unlink is showing.
  
• FIXED: Transactions not marked as reviewed in transaction detail modal.
  
• FIXED: Up next achievements are not shown in the correct position.
  
• FIXED: Wrong copy on 'creating' and 'assigning recurring bill' model.
  
• FIXED: Issues with 'pending' and 'cleared' text and selector.
  
• FIXED: Display the actual contribution to a goal that was completed in the current month. 
  
• FIXED: Disabled state of 'mark recurring' is incorrect.
  
• UPDATED: 'Mark as bill or recurring' should be disabled on the three-dot menu if the item is already associated with a series model or bill flag. 
• UPDATED: Updates to the date field when working on transactions, and apply these changes to the 'Edit series' modal. 
  
• UPDATED: New modal design for merging/linking two transactions together. 
• UPDATED: Bulk edit modal.
  
• UPDATED: Show and hide unmatch language, depending on the type of matched transaction.
  
• UPDATED: Open up detail view when clicking on a transaction row.
• UPDATED: Transition when clicking on "Go to other side" in transaction detail modal. 
  
• UPDATED: Change where we show unmerge option and add matched copy.
  
• UPDATED: Use new payee field for 'create' and 'edit transaction' modal. 
  
• UPDATED: Clean up logic for 'createRenameRules' option.
  
• UPDATED: Change Rule creation to occur on field blur instead of on transaction save.
  
• UPDATED: Change register split icon to open transaction detail modal instead of details panel.
• ADDED: Ability to add manual transactions in transaction detail modal.
  
• ADDED: Ability to split transactions in transaction detail modal.
  
• ADDED: Ability to edit transactions in transaction detail modal.
  
• ADDED: Three-dot menu on each transaction row.
• ADDED: Ability to handle creating and assigning transactions to a recurring series from the 'create' or 'edit transaction' modal. 
• ADDED: Allow users to view the other side of a transfer from transaction detail modal.
• ADDED: IDs to transaction detail modal for QA automation.
• ADDED: ID to the Investments page.
  

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Thank you!