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1277 Commits

Author SHA1 Message Date
Samuel Barnes
e775306f81 [WIP] Add info text to Upcoming Length control (#3639) 
* added info circle and box on click

* hover working

* moved title

* release notes

* updated release notes category

* split info bubble into its own component

* text longer than 500px will be split

* extracted text width into its own file

* wip tests

* wip testing

* removed separate method and tests

* added textWidth option to Info Bubble

* updated shadow
 2024-10-17 09:27:49 -07:00
Greggory Rothmeier
1a13e98f49 Explicitly disable 1Password on table inputs (#3674) 
* Explicitly disable 1Password on table inputs

* Add release notes

* Update packages/desktop-client/src/components/autocomplete/Autocomplete.tsx

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
 2024-10-15 13:48:43 -07:00
Koen van Staveren
3d9e90f797 feat: templating on payee_name (#3619) 
* feat: templating on payee_name

* chore: release note

* fix: create test budget

* fix: transaction-rules tests

* fix: transaction-rules tests
 2024-10-15 12:22:25 -07:00
Greg Lorenzen
b253246fe2 Translation: desktop-client/components/payees/ManagePayees (#3623) 
* Translation: desktop-client/components/payees/ManagePayees

* Move react-i18next import before memoize-one

* Add release notes

* Add prettier formatting

* Fix eslint import/order warning

* Add translation support for "No payees" text
 2024-10-14 22:20:27 +01:00
Julian Dominguez-Schatz
778fc713f3 Move help-related items under one single menu (#3648) 
* Remove previous help-related elements

* Add new 'Help' menu with multiple options

* Fix alignment of popovers

* Better types

* Add release notes

* PR feedback

* Update vrt
 2024-10-14 12:25:04 -04:00
Tim
e0f0d8e241 make BudgetTable Budgeted value positive on mobile (#3602) 
* make BudgetTable Budgeted value positive on mobile

To match the desktop behaviour.

* add release notes

* update vrt snapshots

* fix tracking budget
 2024-10-13 20:05:28 -07:00
Joel Jeremy Marquez
310d299ebd Use a toggle on mobile transaction's Cleared flag (#3622) 
* Use a toggle on mobile transaction's Cleared flag

* Release notes

* Cleanup

* VRT

* Cleanup

* Remove glamor import

* Update light theme toggle color
 2024-10-13 15:44:22 -07:00
Dreptschar
130f357bab Translation: desktop-client/src/components/common/search.tsx (#3659) 
* Translation: desktop-client/src/components/common/search.tsx

* add release note

---------

Co-authored-by: dreptschar <dreptschar@gmail.com>
 2024-10-13 20:00:27 +01:00
dependabot[bot]
328196c485 Bump vite from 5.2.11 to 5.2.14 (#3646) 
Bumps [vite](https://github.com/vitejs/vite/tree/HEAD/packages/vite) from 5.2.11 to 5.2.14.
- [Release notes](https://github.com/vitejs/vite/releases)
- [Changelog](https://github.com/vitejs/vite/blob/v5.2.14/packages/vite/CHANGELOG.md)
- [Commits](https://github.com/vitejs/vite/commits/v5.2.14/packages/vite)

---
updated-dependencies:
- dependency-name: vite
  dependency-type: direct:development
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
 2024-10-12 16:10:42 -04:00
Matiss Janis Aboltins
15b1b73379 ✨ polishing report responsitivity (#3636) 2024-10-12 20:39:21 +01:00
Koen van Staveren
75acfc79e1 fix: run rules on reconciliation transaction (#3625) 2024-10-12 19:19:47 +01:00
Vincenzo Di Biase
300ddc6311 Fixes #3585 - Fixes Rule Conditions Removal (#3607) 2024-10-12 17:49:01 +01:00
Samuel Barnes
37ad584826 Add option to set how far out the upcoming scheduled transactions are shown in the account view. (#3310) 
* initial poking around

* ui changes and setting

* wip

* null check

* removed more than a month

* prettier

* todo

* get status tests

* added prefs to app.ts

* updated to use LocalPrefs bc of limitation of app.ts

* updated schedules component to use localPrefs

* removed console.log

* release notes

* renamed release noted md

* eslint fixes

* import fix

* update useEffect dependencies

* removed a comment

* moved upcoming length setting to schedule page

* removed import

* made setting collapsible and moved to the top

* fixed breaking change

* updated to work with updated synced prefs methodology

* pulled preference from db

* updated tests with mock reset

* update vrt

* per coderabbit: upcoming length null value prevention

* update test to use number inputs rather than string

* aria label added to close button

* moved before/after each blocks per coderabbitai

* fixed default value typo

* updated edit button to use slimmer style

* vrt

* vrt

* vrt

---------

Co-authored-by: youngcw <calebyoung94@gmail.com>
 2024-10-11 07:43:37 -07:00
Ryan Bianchi
f9c08a995d Fix ability to have duplicate account names (#3527) 
* add duplicate name validation to sidebar, and both narrow/wide Account pages

* unify error messages and styles

* keep state for the current account name on the mobile account modal

* add release notes

* remove extra validation function

* fix typo in AccountSyncSidebar params

* don't set current account name to empty string and prevent further changes on AccountMenuModal

* lint imports

* update error message to Name x already exists

* use proper translation functions

---------

Co-authored-by: youngcw <calebyoung94@gmail.com>
 2024-10-10 20:53:17 -07:00
Matt Fiddaman
e37a42faf9 make import button reflect accurate number of transactions to be added (#3613) 2024-10-10 20:19:35 +01:00
Matt Fiddaman
9f279486ce save csv inOutMode settings (#3543) 2024-10-10 20:19:14 +01:00
Michael Clark
0b3155608c :electron: Migrations out of sync modal (#3600) 
* add a modal to say client is wrong version, accept the risks to continue using

* user friendly error

* hooking parts up - untested

* changed approach

* release notes

* removing old comments

* cleanup old code

* feedback
 2024-10-10 19:39:09 +01:00
Matiss Janis Aboltins
23de23bd4e ♻️ (typescript) migrate parts of ImportTransactionModal to TS (#3570) 2024-10-09 22:40:38 +01:00
Matiss Janis Aboltins
79f640cbc0 ✨ show the 'import transactions' button even if accounts have banksync (#3615) 2024-10-09 22:36:42 +01:00
Matiss Janis Aboltins
f3ae31055e ♻️ (typescript) migrated ManagePayees and LoadBackupModal files (#3507) 2024-10-09 18:04:36 +01:00
Travis Lesicka
21cb684b26 Update sidebar scrolling (#3554) 2024-10-09 18:03:46 +01:00
Koen van Staveren
6d122c898d test: csv import e2e tests (#3499) 
* test: csv import e2e tests

* chore: release note

* chore: lint

* chore: remove .only

* fix: csv import e2e tests

there was an issue with css precedent which I don't understand why but this fixes this

* chore: release note

* fix: flakiness e2e test

* Update bin/run-vrt

* fix: flakiness e2e test

* chore: lint

* chore: fix merge

---------

Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
 2024-10-09 08:34:59 +01:00
Koen van Staveren
e6024f7a8b fix: csv import with less than 5 columns (#3605) 
* fix: csv import with less than 5 columns

* chore: release note

* Apply suggestions from code review

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>

* Update packages/desktop-client/src/components/modals/ImportTransactionsModal/FieldMappings.jsx

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
 2024-10-09 08:33:47 +01:00
Matiss Janis Aboltins
85b3c5714e 🔖 (24.10.1) fix synced prefs (#3596) 2024-10-08 18:02:07 +01:00
Koen van Staveren
ce4b80f499 feat(rules): templating actions (#3305) 
* feat(rules): templating actions

* chore: update snapshots

* fix: date functions templating

* chore: lint

* fix: put action templating behind feature flag

* fix: template syntax checking

* test: handle bar functions

* chore: pr feedback

* feat: add `{{debug x}}` handler
 2024-10-08 17:43:04 +01:00
wysinder
71c208e444 Fixes #2703 - Fixes inaccurate running balance when hiding reconciled transactions (#3603) 
* Show accurate balances when hiding reconciled transactions.

* Linting

* Add release notes
 2024-10-08 07:59:22 -07:00
Joel Jeremy Marquez
1dce3183e5 [Mobile] Allow updating existing transaction's account (#3549) 
* [Mobile]  Allow updating existing transaction's account

* Release notes

* Update packages/desktop-client/src/components/mobile/transactions/TransactionEdit.jsx

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

* Update packages/desktop-client/src/components/mobile/transactions/TransactionEdit.jsx

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

* Update packages/desktop-client/src/components/mobile/transactions/TransactionEdit.jsx

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

---------

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
 2024-10-08 07:57:03 -07:00
Tim
051c8a6ed0 remove package.tgz file (#3601) 2024-10-08 07:54:46 -07:00
Matiss Janis Aboltins
bdeb19424b ✨ (dashboards) making "all widget" button always visible (#3588) 2024-10-07 21:07:58 +01:00
Matiss Janis Aboltins
5369494925 ✨ (dashboards) ability to quick-edit widget names from inner report pages (#3587) 2024-10-07 21:07:22 +01:00
Vincenzo Di Biase
e653ad33a6 Fixes #3597 first day of week on calendar transaction (#3598) 
* fix 3597 first day of week on calendar transactin

* added release note

* fixed release note filename
 2024-10-07 12:20:19 -07:00
Michael Clark
a7b8d1251c :electron: Move file settings to the file management area (#3584) 
* move settings to the file management area

* more settings

* giving users option to automatically move files when changing dir

* trueee

* updates

* does this fix the type issue

* weird

* translating

* release notes

* release notes

* a bit extra safety

* updating wording

* parameterising backup params

* text update

* parameterise vals

* add a notification to ensure the user knows the dir has changed

* pencil icon to save real estate

* ordering

* Rename 3500.md to 3584.md

* Update packages/desktop-client/src/components/manager/BudgetList.tsx

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

---------

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
 2024-10-07 19:34:25 +01:00
Matiss Janis Aboltins
d5e0b7da5d ⚡ (synced-prefs) preloading in redux state to improve perf (#3544) 2024-10-07 18:07:31 +01:00
Matiss Janis Aboltins
0b6ea52d9b 🐛 (reports) fix reports page having empty blocks (#3566) 2024-10-07 08:33:53 +01:00
Matiss Janis Aboltins
38c5f89c41 ♻️ (typescript) migrated NetWorth component to TS (#3576) 2024-10-06 20:09:11 +01:00
Joel Jeremy Marquez
33a7524cd7 [Mobile] Fix budget list on mobile auto selecting a budget file under the Switch budget file menu (#3574) 
* Fix budget list on mobile

* Releast notes
 2024-10-05 08:31:25 -07:00
Joel Jeremy Marquez
0a0e26372b [Mobile] Update to Budgeted to match the column name in mobile budget table (#3573) 
* Update to Budgeted to match the column name in mobile budget table

* Release notes

* VRT

* VRT
 2024-10-05 08:30:45 -07:00
Joel Jeremy Marquez
a28fb93cec Mobile VRTs (#3506) 
* More Mobile VRTs

* Mobile VRTs

* Fix mobile budget page

* Updated VRT

* VRT fix

* Update VRT

* [skip ci] Release notes

* Cleanup tests

* Fix VRT

* VRT

* Extend timeout

* Clean screenshots

* Updated VRT

* Category / group VRTs

* Mobile budget page menu VRT

* Updated VRT

* Prevous and next budget month tests

* Code Rabbit suggestions

* Feedback

* VRT

* Fix getSelectedMonth

* Fix selectedBudgetMonthButton locator

* Fix flaky tests

* Update VRT
 2024-10-04 12:09:29 -07:00
Matiss Janis Aboltins
365da79783 ♻️ split ImportTransactionsModal into smaller component files (#3552) 2024-10-04 18:23:25 +01:00
Ali Gradina
3f85aedd0b Marked files for translation (#3444) 
* marked files for translation

* added release note

* fixed linting warnings

* 🐛 fix account filters being overridden (#3441)

* :electron: Reduce package size  (#3443)

* reduce package size of all packages

* release notes

* Update beforePackHook.ts

* [Maintenance] Cleanup react aria packages and dedupe (#3450)

* Cleanup react aria packages and dedupe

* Release notes

* ♻️ (synced-prefs) moving the prefs from metadata.json to the db (#3423)

* :electron: Restart server silently when adding self signed cert and add some logs (#3431)

* restart server silently on add self signed cert and add some logging

* release notes

* fix name

* updating names to be more specific

* removing setloading

* feedback

* ♻️ (synced-prefs) move budget type to synced prefs (#3427)

* update synced account balance in db if available (#3452)

* 🐛 (synced-prefs) fix bulk-reading not working in import modal (#3460)

* fix: csv import deduplication (#3456)

* ✨ release simplefin as a first-party feature (#3459)

Closes #2272

* Do not allow renaming to an empty category or group name (#3463)

* Do not allow renaming to an emoty category or group name

* Release notes

* [Mobile] Fix #3214 - Pull down to refresh triggering clicks on budget cells (#3374)

* Fix #3214

* Fix rollover indicator

* VRT

* Fix typecheck error

* VRT

* Release notes

* VRT

* Update style

* Fix budgeted

* VRT

* VRT

* Revert VRT

* VRT

* Fix style

* Revert usePreviewTransactions

* Fix error

* Fix reports form submit handlers (#3462)

* Fix form submit handlers

* Release notes

* :electron: Remove some old updater code (#3468)

* remove some old updater code

* remove old updater logic

* CSV import e2e tests (#3467)

* Fix React Aria Button hover styles  (#3453)

* Fiox hover styles and use className instead of inline to prepare for future css migration

* Release notes

* Cleanup

* Update edit rule hover style

* Undoable auto transfer notes + auto notes for cover (#3411)

* Undo auto transfer notes + auto notes for cover

* Release notes

* Fix notes

* Fix notes undo

* Do not show clicked category on transfer or cover menus

* Fix typecheck error

* typecheck

* Fix removeCategoriesFromGroups

* 🐛 (reports) deleting custom report should remove it from the dashboard (#3469)

* Revert "CSV import e2e tests (#3467)" (#3474)

This reverts commit 5e12d4013a.

* ♻️ (synced-prefs) separate metadata and local prefs out (#3458)

* :electron: Replace deprecated file protocol registration (#3475)

* replace deprecated file handler in electron

* release notes

* types eh

* types

* update sql regexp to default to empty string when field is null (#3480)

* ♻️ rename report/rollover budget to tracking/envelope (#3483)

* 🐛 (import) fix csv import checkboxes not working (#3478)

* Update tooltip and themes with better visibility (#3298)

* Update tooltip and themes with better visibility

* Rename merge request # into release notes

* rename release note

* update VRT

* tweak light theme

* dont put border on autocomplete menus

* update VRT

* tweak popover style

* simplify

* update VRT

* update VRT

---------

Co-authored-by: Dustin Conlon <dustin@dustinconlon.com>
Co-authored-by: Dustin Conlon <58367364+VoltaicGRiD@users.noreply.github.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>

* fix modals on mobile BudgetTable (#3487)

* Fix privacy filter (#3472)

* Fix privacy filter

* Release notes

* Coderabbit suggestion

* VRT

* VRT

* Revert VRT

* VRT

* VRT

* VRT

* VRT

* Delete VRT

* VRT

* Revert VRT

* 🐛 fix custom reports crashing when opening table (#3484)

* 🧪 (tests) adding custom report e2e tests (#3493)

* ✨ (dashboards) ability to save filters & timeframes on spending widgets (#3432)

* marked files for translation

* Revert "🐛 fix account filters being overridden (#3441)"

This reverts commit 7336badffd.

* Revert "Revert "🐛 fix account filters being overridden (#3441)""

This reverts commit 5cbadc41bb.

* Revert changes due to failed rebase

* removed import of t

* fixed lint warning

* added PayeeTableRow.tsx

* needed changes

* bugfix: pluralization

* variables adjustments

* removed doubled trans

---------

Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
Co-authored-by: Michael Clark <5285928+MikesGlitch@users.noreply.github.com>
Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
Co-authored-by: Koen van Staveren <koenvanstaveren@hotmail.com>
Co-authored-by: Ryan Bianchi <1435081+qedi-r@users.noreply.github.com>
Co-authored-by: Robert Dyer <rdyer@unl.edu>
Co-authored-by: Dustin Conlon <dustin@dustinconlon.com>
Co-authored-by: Dustin Conlon <58367364+VoltaicGRiD@users.noreply.github.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
Co-authored-by: Tim <hello@timsmart.co>
 2024-10-03 18:39:40 +01:00
Matiss Janis Aboltins
9b7a79a01c 🔖 (24.10.0) (#3545) 2024-10-03 18:06:47 +01:00
Michael Clark
125510c981 🐛 Fix balance carryover arrow on Firefox (#3535) 
* Update BalanceWithCarryover.tsx

* Create 3535.md
 2024-10-02 15:55:01 +01:00
Matiss Janis Aboltins
327887b87d 🐛 (import) fix qfx import crash if input is malformed file (#3541) 
Closes #3519
 2024-10-02 11:35:07 +01:00
Matiss Janis Aboltins
47ef916873 🐛 (bank-sync) fix initial sync - close modal stack, show loading indicators (#3540) 2024-10-02 11:32:29 +01:00
Matt Fiddaman
5064b06f2c fix creating rule from transaction (#3539) 
* fix creating rule from transaction

* note
 2024-10-02 10:27:34 +01:00
Joel Jeremy Marquez
4df03984bd [e2e] Account page tests - wait for transaction table to be visible (#3530) 
* Wait for transaction table to be visible

* Release notes
 2024-09-30 15:25:44 -06:00
Joel Jeremy Marquez
92980ab55b Set theme-color at App level instead of per page (#3521) 
* Set theme-color at App level instead of per page

* Release notes

* Fix lint error
 2024-09-29 20:25:19 -07:00
Joel Jeremy Marquez
3b97d1eec7 [e2e stability] Check for data-theme before taking a screenshot (#3523) 
* Check for data-theme before taking a screenshot

* Release notes

* Update playwright.config.js

* Fix error

* Updates VRT

* VRT

* Revert VRT

---------

Co-authored-by: youngcw <calebyoung94@gmail.com>
 2024-09-29 09:00:54 -06:00
Julian Dominguez-Schatz
545c8d5456 Fix regression in case sensitivity for is/matches operator (#3399) 
* Fix regression in case sensitivity for `is`/`matches` operators

* Add test

* Add release notes

* Fix failing tests

---------

Co-authored-by: youngcw <calebyoung94@gmail.com>
 2024-09-28 12:38:42 -04:00
Ryan Bianchi
f79edf866a pass causes along in failed-to-load exceptions (#3525) 2024-09-28 17:01:42 +01:00