CoBudget - Releases

Added

• Added dedicated analytics periods for the previous calendar month and previous calendar year.
• Category, payment-partner, label, #tag and area focus rows now open a daily or monthly development chart with an expandable table of exact period amounts and booking counts.

Fixed

• Analytics headings now render special characters in dynamic names correctly and visually distinguish the selected period with quotation marks.

Changed

• Replaced the payment modal with a responsive native Nextcloud sidebar. It uses mode-specific titles for creating, editing, copying and planning income or expenses, guards unsaved changes and stays ready for consecutive entry on unfiltered desktop payment pages.
• Reworked desktop payment views into an inset work surface with bounded row scrolling, sticky table headings, fixed pagination and compact responsive columns.
• Payment rows now open the shared sidebar, support keyboard activation and visibly mark the selected payment with the same strong focus treatment used by form controls.
• Simplified payment creation to one New payment action and one Save action. The main action remains available while reviewing an existing payment and is hidden only while creating a new one.
• Removed payment templates completely, including their user interface, API, setting, backup and restore handling, integrity checks and database schema.

Fixed

• Copied payments now default to today's date instead of reusing the source payment date.
• Open area payments can now be copied from personal payment views; the canonical shared payment data and area are retained in the new payment form.

Upgrade Note

• Upgrading to 0.3.0 permanently removes all stored payment templates and the related personal preference. Record any template details you still need before updating.

Added

• Added optional internal master data for personal, area-specific and global payment partners: free-text numbers, person and company data, addresses, contact details, bank details and notes.
• Added a disabled-by-default personal setting for advanced category and payment-partner master-data editing.
• Personal exports, full backups, account transfers and area-to-personal conversion workflows now preserve the additional payment-partner master data.

Changed

• Creating a payment partner remains a lightweight name-only action; the optional master data appears only while editing an existing partner.
• Payment-partner edit dialogs now use the established CoBudget form styling, place number and display name in the first row and group the remaining fields into collapsible sections.
• In personal settings, the new feature switch controls advanced category-number and payment-partner-detail editing; area and administrator editing remains available independently of that personal preference.
• Saved payment-partner numbers now appear above the display name in personal, area and administrator settings as well as in payment selectors, where they can also be searched directly.
• Collapsible payment-partner sections containing saved data now open initially, while their disclosure arrows remain aligned with the section titles.

Fixed

• Payment-partner email addresses are now checked for a valid format in both the edit form and the backend before they are saved.

Changed

• Replaced the full-width income and expense toggle in payment and template forms with a compact selector inside the amount control, while keeping the currency separate and preserving the existing defaults, reset behavior and red/green states.
• Gave the payment reference or note field the full form width and moved payment labels to their own full-width row below it.

Fixed

• Refined the combined amount control so its segments no longer show isolated hover or focus treatments, its label text is not clipped and the complete control aligns with the date field.

Fixed

• Corrected the payer tooltip for shared-area payments in personal finance views so it shows the member who actually paid instead of the owner of the personal allocation.

Fixed

• Switched App Store screenshots to direct, revisioned GitHub raw URLs so Nextcloud's image proxy cannot keep serving stale or empty cached images after a screenshot update.
• Added dedicated small-thumbnail images for the integrated Nextcloud app list while retaining full-size screenshots for the detailed App Store view and GitHub documentation.

Changed

• Reworked the English and German App Store descriptions into clearer Markdown sections with a shorter early-alpha notice.
• Replaced the legacy App Store thumbnails with dedicated, proxy-friendly preview assets while retaining the full-size screenshots for project documentation.
• Split the app icon treatment into a dark App Store icon and a dedicated navigation icon for reliable contrast across Nextcloud surfaces.

Fixed

• Fixed low-contrast CoBudget icons in the top navigation and selected administrator navigation entries.

Changed

• Renamed the optional payment text field to "Payment reference or note" and removed its dated example placeholder for a calmer, future-proof payment form.
• Refined the English and German App Store descriptions to better explain personal budgeting, shared expenses, flexible areas and the early alpha status.
• Added optimized App Store thumbnails while retaining the full-size screenshots for the detailed app listing.

Added

• Added conservative category suggestions based on repeated payment-partner choices by the current user in the same workspace, area and payment type.

Changed

• Streamlined payment and template entry with compact date and amount fields, payment-partner-first selection and clearer placement of descriptions and labels.
• Added direct, color-aware area choices for short area lists while retaining the dropdown for larger lists, and standardized area colors across payment and area views.
• Improved shared-area allocation wording, optional-detail status hints and focus styling throughout the payment form.
• Kept desktop amount autofocus while preventing the mobile keyboard from opening automatically with a new payment.

Fixed

• Empty areas are now permanently deleted instead of appearing under archived areas; areas with payments, settlement history or budget references remain protected.
• Fixed amount input validation and leading-minus handling so valid calculator expressions no longer produce browser console warnings.

Changed

• Made area assignment directly visible in payment and template forms, placed it below the description, and simplified area option labels.
• Clarified shared-area allocation wording so the default split and full allocation to one member are easier to understand.
• Grouped receipts with recurrence and reminders as optional details, while giving receipt uploads their own clearly structured panel.

Changed

• Reworked category and payment-partner selection so routine choices open a scrollable list without immediately showing the mobile keyboard. New values can still be added explicitly and are created when the payment or template is saved.
• Gave the purpose or description field the full form width and moved labels to a separate row for a calmer payment and template entry layout.

Added

• Added a remote signing helper for hosted Nextcloud installations that need occ integrity:sign-app to run on the server.

Fixed

• Fixed frontend smoke checks for analytics when income tracking is disabled.

Documentation

• Documented the internal remote signing workflow for future releases.

Fixed

• Rebuilt the installable package without macOS AppleDouble and Finder metadata. The polluted 0.2.0 App Store archive made Nextcloud interpret files such as ._BackupController.php as PHP classes and fail during app bootstrap.
• Centralized release-archive validation for CI, local builds and signed releases so packages containing macOS metadata or repository-only files are rejected before publication.

Initial Alpha Baseline

• Track personal income and expenses across isolated workspaces.
• Organize payments with categories, payment partners, labels, hashtags, templates, reminders, recurrences and receipts stored in Nextcloud Files.
• Create personal and shared areas with exact percentage allocation, materialized personal shares, fair cent rounding, settlements and settlement history.
• Preserve personal financial shares when areas, memberships or Nextcloud users change.
• Analyze personal finances with budget goals, forecasts, trends, filters and CSV exports.
• Create personal exports and administrator-owned full backups with guarded restore workflows and OCC commands.
• Use CoBudget in German or English with responsive layouts, keyboard support and light/dark theme integration.
• Protect workspace isolation, shared-area permissions, file access and critical multi-row mutations with centralized validation and transactions.
• Prepare a certificate-based release pipeline with internal Nextcloud app signing, a detached App Store signature, and draft-only GitHub tag releases.

Upgrade Note

0.2.0 starts with a consolidated fresh-install schema. Unpublished 0.1.x test installations are not supported as in-place upgrades and must be removed/reset before installing this version.