Web Release 3.29.0 & 3.29.1

Coach Natalie

Hello All,

Here are the issues and features that we were able to tackle with the 3.29.0 & 3.29.1 Web Release:

• FIXED: Errors after login.
• FIXED: Errors at login and logout.
  
• FIXED: Errors and duplicate accounts after adding an FI.
  
• FIXED: Newly created card on Planned Spending page vanishes.
  
• FIXED: All FIs are unavailable to add accounts.
  
• FIXED: Crash and errors when creating cash holdings with 13 digits.
  
• FIXED: Errors due to limitations with Holdings.
  
• FIXED: Error when deleting Cash Holdings.
• FIXED: Maximum market value limit when creating or adding a new Cash Holding. 
  
• FIXED: Error in Add FI causes crash.
  
• FIXED: Create Category Rule modal "Also set for existing transactions using other categories" logic is incorrect.
  
• FIXED: Count for number of transactions that will be changed by a Rule is incorrect and including the transaction that the Rule was created from. 
  
• FIXED: Plus sign can only be entered by placing the cursor in front of the amount in Transaction Details modal. 
  
• FIXED: Unable to scroll through list of tickers in Add Holding or Cash screen.
  
• FIXED: Unable to create a Category from the dropdown on split transactions.
  
• FIXED: Issue where manual transactions were able to be set as 'Pending'. 
  
• FIXED: Not disabling 'Link to Series' option when no Series exists for the type of transaction.
  
• FIXED: Errors in Transaction Details modal.
  
• FIXED: Spending Plan looks like it has a forward button from the current month when in Dark Mode. 
  
• FIXED: Issue with milestone titles (Achievements).
• FIXED: Payee Rule does not update from Edit Payee Rule modal.
  
• FIXED: UI issues on Investment Details page. 
  
• FIXED: Typo in the tooltip for "all accounts already added with this institution".
  
• FIXED: The Add Account tooltip is displayed on the opposite side of the Investments Balances page.
  
• FIXED: Showing "not contributed" in Spending Plan for past month Goals. 
  
• FIXED: Feature Flag not called correctly for Spending Plan close-out.
  
• UPDATED: Filter models + change language when linking a transaction to an existing Series.
• UPDATED: Verified flows for feature flags and accounts.
  
• UPDATED: UI/functionality to Rules rows. 
  
• UPDATED: UI for Rule type selection.
  
• UPDATED: The Zero state on Rules settings to new page design.
  
• UPDATED: Display accounts already connected to the same FI when adding/updating accounts. 
  
• UPDATED: Disable "Edit rename rules" option when no Rename Rule exists. 
  
• ADDED: Combine Rules flow. 
  
• ADDED: 'Remove payee and rules' confirmation.
  
• ADDED: Ability to search through Rules.
  
• ADDED: Dialog to select which Rename Rule to edit when "Edit rename rules" is selected from the options menu.
  
• ADDED: Balances Over Time page for Investments.
  
• ADDED: Tooltips for balance over time values.

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Thank you!