v1.0.0

v1.0.0

v0.7.1

Note: After this release, a CHANGELOG.md file has been added. All upcoming releases will be documented there. Thank you!

• You can now fund the development of Compotes! Click on the 💜Sponsor button on the repository!
• Add a new chart for yearly-months balance comparison
• A new make open command has been added so you can look awesome when starting the project, like by doing make start open 🚀

v0.7.0

• Big change: the operations:import console command has been removed. Use the admin backoffice now instead, because it's way more customizable (and easier to customize by the way).
• A bin/deploy.bash script to use when you deploy Compotes anywyhere
• There's now a resources/example_operation_file.ods file you can use if you want to create your own CSV files to import operations
• Changed analytics rendering just a bit, and added two new charts for yearly and monthly balance (more charts to come!)
• We can use "predefined" date filters in the analytics dashboard!
• We can filter operations by tags in the operations list!
• Added a big "triage" system, the goal is to avoid duplicate operations when importing new files, and this feature will soon be used in the "import" feature so we can import the same files multiples without having duplicates, in case of mistakes. This system needs a new hash and state properties in the Operation entity.

Also, a lot of translations have been added in messages.en.yml, and I received a question on Twitter about future translations: this project will definitely have to be translated, and I like @gabiudrescu's proposal! Feel free to contribute before him if you like this idea 😄

v0.6.0

• Now, we can import Operations directly from the backoffice! The internal system has been refactored to be customizable, and a simple Form has been create for that purpose in the new Import operation admin panel. 🗃
• A test setup has been added with PHPUnit, there are a few tests already for static pages, and the test setup is added to the Github Actions CI. More tests to come! Maybe you want to contribute? 👁
• The test setup is advanced enough to have its own database (not 100% compatible with Symfony CLI so it was customized a bit), so you can be free of having different envs for your project and different databases, all separated with joy. 😸
• Added a draggable.ts file to customize the drag&drop integration in the Operations Import page, it's our first Typescript file and it's so cool to write vanilla-purpose code with Typescript. ❤️

v0.5.0

• More fixtures to play with
• Add a second chart for tags amount in analytics page
• Add date filters to analytics

This is the "PoC" I wanted 👍

v0.4.0

• Some fixes & backend capabilities adjustments
• Better docs and installation setup
• Update dependencies
• Added one chart in the new "analytics" page and it's lovely 📊

v0.3.0

• Fixed and enhanced CI
• Add fixtures to get default Tags (imported from an existing bank account system)
• Add more things to the roadmap
• Added Tag::$parent property (for simple tree)
• Better display of tags in listing with small badges

v0.2.0

• Fix some bugs
• Add a small file as "sample data" for how exports are supposed to be formatted
• Add more details when tag rules are applied
• Add a Makefile with a default setup for this project
• Force "EXPLICIT" tracking policy in all entities (might be brand new for some people, so let's do it 😄 )
• Add CS and some QA tools

v0.1.0

Base release with these features:

• Login (with the need of a self-generated password, for safety)
• Import operations from command-line
• Admin panel with CRUD for:
  • Bank operations (will be restricted in the future
  • Operation tags
  • Rules to apply tags to certain operations depending on a matching label pattern (regex allowed)
• Apply tag rules to operations from the command-line or from the admin panel