Pledger.io documentation
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4.3.1
2025-04-20

Release history of Pledger.io

This page lists the release history of Pledger.io. It is intended to provide a high-level overview of the changes made to the software over time.

4.2.0

Release date: 2025-04-09

Changes

  • Update to UI library to PrimeReact.

  • Extract the router needed components into dedicated files.

  • Update localization messages

Dependency updates

Front-end

  • Update dependency typescript-eslint to v8.26.0

  • Update dependency vite to v6.2.5

  • Update dependency axios to v1.8.2

  • Update dependency typescript to v5.8.2

  • Update dependency react-router to v7.5.0

  • Update dependency spacetime to v7.8.0

  • Update dependency sass to v1.86.0

  • Update react monorepo to v19.1.0

  • Update tailwindcss monorepo to v4.1.3

Back-end

  • Update dependency org.camunda.bpm:camunda-engine to v7.23.0

4.1.2

Release date: 2025-03-16

Bug fixes

  • Fix an issue with displaying archived accounts.

  • Add missing translations.

Dependency updates

  • Update dependency gradle to v8.13

  • Update plugin org.openapi.generator to v7.12.0

  • Update dependency org.mockito:mockito-core to v5.16.0

  • Update plugin io.micronaut.library to v4.5.0

  • Update plugin io.micronaut.application to v4.5.0

  • Update plugin io.freefair.lombok to v8.13

  • Update dorny/test-reporter action to v2

4.1.1

Release date: 2025-02-23

Changes

  • Update the layout to work better on smaller devices like phones.

  • Add the code coverage measurements for the UI.

Bug fixes

  • Hotfix transfer listing not working.

  • Fix an issue in the query for the daily balance.

Dependency updates

Front-end

  • Update dependency eslint to v9.21.0

  • Update dependency tailwindcss to v4.0.8

Back-end

  • Update dependency org.junit.jupiter:junit-jupiter-api to v5.12.0

4.0.2

Release date: 2025-02-21

Bug fixes

  • Resolve an issue during initial startup on a clean MySQL or MariaDB system.

4.0.0

Release date: 2025-02-20

Added

  • Feature/initial AI integration

Changed

  • Feature/move to vite for the UX build engine

  • Refactor form input handling and enhance transaction suggestions

  • Move the eventbus to only the command system

3.8.0

Release date: 2025-01-03

Bug-fixes

  • Change the logging to include the date of an event, making troubleshooting easier.

  • Styling updates in the UX with regards to the transaction overviews

  • Reduced button sizes in the card headers

  • Made the create transactions buttons more accessible in the global transaction overview

3.7.1

Release date: 2024-11-29

Bug-fixes

  • Resolved an issue where the transaction pages were not loading due to an issue with transaction isolation levels of Camunda and the application.

3.7.0

Release date: 2024-11-10

Added

  • Add transaction suggestion feature

  • Add create account import

Changes

  • Simplify some request entities

  • Remove Database Migration Factory and related classes

  • Update the build speed

3.6.0

Release date: 2024-09-13

Changes fixes

  • Include api generation for website

  • Add a light theme to the website

3.5.3

Release date: 2024-08-14

Bug fixes

  • Fix an issue with the transaction form not redirecting to the previous page after saving.

3.5.2

Release date: 2024-08-09

Changes

  • Restructure types in the UX

  • Style fixes in the UX

  • Update router configuration in the UX

  • Various dependency upgrades in UX and REST layer

Bug fixes

  • Fix the to field issue in the liability payment form.

  • Fix the route and loading of the schedule transaction edit form.

  • Fix issue in the category label not visible in transaction rules.

3.5.1

Release date: 2024-06-20

Bug fixes

  • Fix localization issues in the application.

3.5.0

Release date: 2024-06-17

Changes

  • Adjust some styling and lay outing issues in the front-end by

Bug fixes

  • Adding funds fails silently

  • Bump various libraries used by the application

3.4.1

Release date: 2024-05-23

Added

  • 2-factor authentication added to the user login process

Changed

  • Increased performance for the CSV import process

  • Added support for SMTP configuration for email notifications

3.3.0

Release date: 2024-03-29

Added

  • FIN-353 Re-add the functionality to start new budget periods and adjust expenses

Changed

  • FIN-352 Update the architectural documentation to include the business processes

  • FIN-354 Modernize the build scripting for the backend system

3.2.0

Release date: 2024-03-01

Added

  • FIN-275 Update the import transactions view

  • FIN-348 Update the testing framework for BPMN flows

Bug fixes

  • FIN-349 Importing of budgets in a profile fails

  • FIN-350 When exporting and importing liability accounts the initial transaction should be included

3.1.0

Release date: 2024-02-06

Added

  • FIN-271 Update the automated rules view

  • FIN-326 Add the reconciling to the own account view

  • FIN-338 Create support to create an account from the account autocomplete

  • FIN-347 Add creation of category from the autocomplete

Bug fixes

  • FIN-339 Updating a saving goal with date in the past fails

3.0.2

Release date: 2024-01-23

Bug fixes

  • FIN-342 Spacing autocomplete accounts incorrect

  • FIN-343 Tabbing out of account autocomplete invalidates field

  • FIN-344 The balance graph for account detail overview is wrong on initial load

  • FIN-345 Logos on the yearly income / expense to large

  • FIN-346 Category report monthly spending table not updating correctly

3.0.1

Release date: 2024-01-19

Bug fixes

  • FIN-340 Creating of transaction fails

  • FIN-341 Incorrect double / in breadcrumb with links

3.0.0

Release date: 2024-01-18

Added

  • FIN-263 Update the dashboard page

  • FIN-264 Update the Income & Expense report

  • FIN-265 Update the Budget vs Spent report

  • FIN-266 Update the Category report

  • FIN-267 Update the Budget section

  • FIN-268 Update the contract management

  • FIN-269 Update the global transaction view

  • FIN-270 Update the Recurring transaction view

  • FIN-271 Update the automated rules view

  • FIN-272 Update the account view

  • FIN-273 Update the options view

  • FIN-274 Update the categories view

  • FIN-319 Update the localization files using the localization project

  • FIN-320 Update the release pipeline to the new front-end

  • FIN-333 Add architectural documentation

  • FIN-334 Update the profile pages

Bug fixes

  • FIN-329 Dropdown of currency in reports is incorrectly formatted

  • FIN-330 Autocomplete cannot be changed after a value is selected

  • FIN-331 Initial value of own account selector undefined

  • FIN-335 The transaction detail in the listing shows incorrect amount

  • FIN-336 Category page does not load without categories

  • FIN-337 Default account type incorrect when creating account

2.4.2

Release date: 2022-11-28

Changes

  • Upgrade to various libraries underneath the backend of Pledger.io.

2.4.1

Release date: 2021-11-05

Bug fixes

  • FIN-255 Contract warning never gets triggered

  • FIN-254 Scheduled transaction does not add new transactions

  • FIN-256 Correct styling profile page with new layout

  • FIN-253 Fix styling in the income / expense report table for difference

  • FIN-252 Fix styling of overview buttons in the dashboard

  • FIN-251 Fix table styling in account overview

  • FIN-250 Fix styling in month / year selector in the breadcrumb bar

  • FIN-249 Fix account logo position in the transaction overview

  • FIN-248 Fix styling in phone resolution

  • FIN-247 Fix styling in the logon / register dialogs

2.4.0

Release date: 2021-09-09

Added

  • FIN-242 Add support for saving goals

Changes

  • FIN-246 Update API documentation for next release

  • FIN-244 Redesign sidebar menu

  • FIN-245 Add help text to various edit screens

Bug fixes

  • FIN-239 Split of transaction fails on database exception

  • FIN-237 Y-axis displays undefined in the income/expense report

  • FIN-236 Y-axis displays undefined in the dashboard graphs

2.3.0

Release date: 2021-05-17

Added

  • FIN-235 Setup a relation between contracts and scheduled transactions

  • FIN-190 Redesign the account transaction page

  • FIN-231 Create scheduled transaction from a transaction

Changes

  • FIN-232 Tags are not correctly saved during the creation of a transaction

Bug fixes

  • FIN-234 Upgrade the front-end frameworks

  • FIN-233 Select all transaction on the page

2.2.0

Release date: 2021-02-25

Added

  • FIN-218 Update upload locations to include new drag and drop system

Changes

  • FIN-215 Move to front-end created graphs

  • FIN-224 Phase out Moment.js in front-end

Bug fixes

  • FIN-226 Cannot change company of a contract even though interface allows it

  • FIN-228 Images for the upload account logo are not displaying correctly

  • FIN-219 Update dashboard for correct budget display in graph

2.1.0

Release date: 2020-12-07

Added

  • FIN-187 Add an overview of the active tokens on profile page

  • FIN-188 Add support for long-lived refresh tokens for API B2B

  • FIN-189 Add support for account icons

  • FIN-197 Add archive option for failed importer jobs

Bug fixes

  • FIN-198 Last transaction on own-overview shows undefined

  • FIN-223 Contract creation results in exception

2.0.2

Release date: 2020-11-16

Bug fixes

  • FIN-192 Autocomplete of tags does not work

  • FIN-193 Income / Expense report the revenue list shows negative numbers

  • FIN-194 Interest not shown in liabilities / edit

  • FIN-195 Export of profile fails with transaction issue

  • FIN-196 2-Factor authentication code fails

2.0.0

Release date: 2020-11-12

Warning This is a major release, before migrating please back up your database and storage locations. The entire application core has been reworked.

Added

  • FIN-160 Add API documentation viewer

  • FIN-185 Create standalone deployment option

  • FIN-168 Add support for long living tokens

Changed

  • FIN-137 Rewrite the core layer to Micronaut framework for better performance

  • FIN-138 Add the REST-api layer for security

  • FIN-139 Setup angular project into new gradle setup

  • FIN-140 Setup new gradle structure

  • FIN-141 Rework the JPA layer for micronaut

  • FIN-142 Add the rule engine module

  • FIN-143 Add the domain module

  • FIN-144 Add the bpmn module

  • FIN-145 Move UI to separate repository for improved build speeds

  • FIN-146 Create automated build script for Angular application

  • FIN-148 Create a repository to bundle the Java Application and the Angular application

  • FIN-149 Add the account REST end-points

  • FIN-150 Add the CSV Import REST end-points

  • FIN-151 Add the budget REST end-points

  • FIN-152 Add the contract REST end-points

  • FIN-153 Add the attachment REST end-poitns

  • FIN-154 Add the BPMN process end-points

  • FIN-155 Add the application setting end-points

  • FIN-156 Add the global transaction end-points

  • FIN-157 Add the category REST end-points

  • FIN-158 Add the transaction rule REST end-points

  • FIN-159 Create the account transaction REST end-points

  • FIN-164 Add profile export to JSON

  • FIN-165 Add transaction export to CSV

  • FIN-166 Hook in artifact release to osshr

  • FIN-171 Rework JPA repositories to new ReactiveEntityManager

  • FIN-184 Improve performance of the BPMN tests

Bug fixes

  • FIN-147 Font files not loading correctly in angular

  • FIN-161 Creation of new user fails on missing userService.create operation

  • FIN-162 Account creation fails on introspect exception

  • FIN-172 Graph end points are not working correctly

  • FIN-173 Front-End does not redirect to login after session expires

  • FIN-174 Top creditor / debtor end point not working

  • FIN-175 Flowable with empty stream returns only ]

  • FIN-176 Graphs do not render properly on front-end

  • FIN-177 Global transaction overview crashes without transactions

  • FIN-178 Local-date is returned as array should be a string

  • FIN-179 Role based authorization is not working correctly

  • FIN-180 Unable to bulk modify transactions

  • FIN-181 Account extraction result not correctly served

  • FIN-182 Reconcile account not successfully created after registration

  • FIN-183 Reconcile a year with deviating start balance incorrect reconcile

  • FIN-186 Page sizes front-end do not match backend when changed in settings

1.4.3

Release date: 2020-08-19

Added

  • FIN-94 Add debt recording into the backend

  • FIN-130 Add correlation to logging to relate log lines to requests

Changed

  • FIN-125 Allow for creating new rule groups in UI

  • FIN-129 Extract the transaction rule matcher / applier to separate system

Bug fixes

  • FIN-126 Paging on contract detail page not working

  • FIN-127 The top account listing on the expense report is sorted incorrectly

  • FIN-128 Profile export budgets wrong serialized date

  • FIN-134 Issue with first transaction day counted double in the balance per account graph

  • FIN-135 Missing liability percentage on overview screen

1.3.1

Release date: 2020-06-05

Added

Changed

  • FIN-108 Setup language selection to survive the users session

Bug fixes

  • FIN-105 The total income per month is not visible on budget report

  • FIN-110 Paging not stored in history on account expense list

1.2.0

Release date: 2020-05-18

Added

  • FIN-60 Add functionality to set category, budget and contract on multiple transactions at once

  • FIN-79 Allow for transaction exporting

Changed

  • FIN-77 Enable the contract expiration warning BPMN flow

  • FIN-104 Add create transaction option from the global transaction overview

Bug fixes

  • FIN-103 Scheduled transaction only records one transaction

1.1.0

Release date: 2020-05-12

Added

  • FIN-58 Add text search and page ordering for the account detail page

  • FIN-59 Add search feature on the creditor / debtor overview page

  • FIN-64 Add page history when navigating between the transaction overview pages

  • FIN-101 Add a category and budget PIE charts to global transaction overview

Bug fixes

  • FIN-102 Fix issue in editing flag setting type in the setting form

2025-04-24