Hyppo-Compte

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Changelog ​

Notable changes to Hyppo-Compte, across all platforms (Docker/VM and the Home Assistant app).

1.8.0 ​

  • Add tags to label transactions across categories
  • Add notes and attachments to transactions
  • Cover attachments in the smoke test and document them with a screenshot
  • Add local receipt scanning to prefill a transaction
  • Read English receipts when scanning

1.7.0 ​

  • Add buttons to slide the statistics date range
  • Show only their own accounts to administrators by default on the dashboard
  • Use icon buttons for the dashboard account visibility toggles
  • Refresh the dashboard and statistics documentation screenshots

1.6.2 ​

  • Update PHP dependencies to their latest compatible versions
  • Update Vite and fix the vulnerable docs dependency
  • Pin the Home Assistant app base image to its latest digest

1.6.1 ​

  • Fix the Home Assistant app keeping the previous user's session after switching users

1.6.0 ​

  • Search account operations by amount
  • Filter account operations by several categories

1.5.0 ​

  • Show the category icon before its name on the budget pages
  • Add a back-to-account link on the budgets list when coming from an account

1.4.2 ​

  • Add an AppArmor profile to the Home Assistant app

1.4.1 ​

  • Document how the import recognizes lines it already imported
  • Fix import matching ignoring operations linked to an import line of another export format
  • Fix import duplicate detection missing re-exported lines whose balance or reconciliation columns changed

1.4.0 ​

  • Add a monthly-only carry-over option that resets the balance every January 1st
  • Add edit and delete buttons to the budget detail page
  • Open a budget's details on title click and its edition on double click in the budgets list
  • Document the monthly-only carry-over, the detail page actions and the title shortcuts
  • Show the Home Assistant app panel to all users instead of administrators only

1.3.0 ​

  • Add a functional end-to-end smoke test to the screenshots tooling
  • Update Inertia to version 3
  • Add a --build option to the screenshots tooling to ignore a stale Vite dev server
  • Update Tailwind CSS to version 4
  • Refresh the documentation screenshots after the Tailwind 4 upgrade
  • Add a budgets shortcut to the account page menu
  • Add a visual category to the budget reserve operation
  • Allow closed accounts to be selected in a budget on demand
  • Show the account's budgets in the side column of the account page and make its menu more compact
  • Document the account page budgets, the reserve category and closed accounts
  • Move the account budgets to a fixed scrollable left column with a collapsible accounts list
  • Return to the account instead of the budgets list from a budget opened on the account page
  • Document the account page layout and cover it in the end-to-end smoke test
  • Add a monthly/yearly switch to the account budgets block
  • Fix the account page search not finding the budget reserve operation

1.2.1 ​

  • Record the Home Assistant users management idea in the guidelines
  • Update the Home Assistant app to PHP 8.5
  • Fix local Docker images embedding untracked private files and unneeded project files
  • Fix known security advisories by updating dependencies within their version constraints

1.2.0 ​

  • Add the budget data model, access policy and consumption calculation
  • Add the budget controller, validation and routes
  • Add the budgets pages: list, details and create/edit form
  • Add a yearly view of the budgets list with projection of monthly budgets
  • Keep the budgets list view when going to a budget's details and back
  • Document the budgets feature in the user guide and the README
  • Add a reproducible tool to regenerate the documentation screenshots from a fictional dataset
  • Refresh the documentation screenshots from the demo dataset
  • Move the project guidelines into a versioned consignes.md
  • Add a yearly view to the details of monthly budgets and an explicit users list with owner handover
  • Add an optional balance carry-over (rollover) to budgets
  • Add an optional reserve of the available budget amount on its account
  • Fix simple dates being shifted by one day in non-UTC timezones

1.1.4 ​

  • Fix import matching wrongly picking between multiple automatic transfer instalments falling on the same day by amount closeness alone

1.1.3 ​

  • Fix import matching wrongly offering automatic transfer instalments as candidates for card or check transactions

1.1.2 ​

  • Fix duplicate CSV header columns silently overwriting each other on import, and blank pending imports when a template's formulas find no matching column

1.1.1 ​

  • Fix the Home Assistant add-on being rebuilt with stale application code

1.1.0 ​

  • Add English translation support and translate the account domain
  • Translate the remaining application pages to English
  • Translate the public documentation site and Home Assistant packaging to English
  • Add translated configuration labels for the Home Assistant add-on
  • Add a dedicated command to generate automatic transfers
  • Match automatic transfer instalments whose amount has changed on import
  • Add AGPL-3.0 license
  • Fix reorder not persisting when a filter is active on automatic transfers
  • Fix automatic transfers being skipped or duplicated
  • Fix automatic transfers never running in production
  • Fix the reconciliation default being ignored when the statement says otherwise

1.0.0 ​

  • First version: account tracking, categories, automatic transfers, bank imports (generic and Jeedom), statistics, invitations. Available as a Docker/VM deployment and as a Home Assistant app.