Commit Graph

161 Commits

Author SHA1 Message Date
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
Matiss Janis Aboltins
15b1b73379 polishing report responsitivity (#3636) 2024-10-12 20:39:21 +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
Matt Fiddaman
e37a42faf9 make import button reflect accurate number of transactions to be added (#3613) 2024-10-10 20:19:35 +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
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
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
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
Matiss Janis Aboltins
666b7870b7 🧪 improve setting e2e test stability (#3513) 2024-09-27 08:03:25 +01:00
Joel Jeremy Marquez
2acf996430 Fix mobile page header buttons (#3491)
* Fix button2 styles

* Create 3491.md

* VRT

* Revert VRT

* Put pressed css on Page component

* Remove data-pressed

* Fix lint errors

* [chore] Update README

* Remove Icon
2024-09-24 13:02:49 -07:00
Matiss Janis Aboltins
48cdffbc03 🧪 (tests) adding custom report e2e tests (#3493) 2024-09-23 22:10:46 +01:00
Robert Dyer
09e3721036 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>
2024-09-22 13:01:30 -07:00
Matiss Janis Aboltins
4485a631cd Revert "CSV import e2e tests (#3467)" (#3474)
This reverts commit 5e12d4013a.
2024-09-20 19:48:10 +01:00
Koen van Staveren
5e12d4013a CSV import e2e tests (#3467) 2024-09-19 21:33:51 +01:00
Joel Jeremy Marquez
6f41b20caf [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
2024-09-18 06:28:37 -07:00
Matiss Janis Aboltins
183c4b25a9 (dashboards) ability to save cash-flow report filters/date-range (#3417) 2024-09-13 19:40:10 +01:00
Joel Jeremy Marquez
420aad0878 Final PR for react-aria-components Modal migration (#3413)
* Final PR for react-aria-components Modal migration

* Complete manager modals migration

* Release notes

* fix lint

* Apps full height

* Fix lint error

* VRT

* Centralize providers

* Feedback
2024-09-11 11:42:11 -07:00
Joel Jeremy Marquez
3985d2549e [React Aria Button] All remaining components except filters, mobile transaction edit, and autocomplete (#3163)
* vrt

* Fix account menu test

* Fix payee icons and category notes

* vrt

* vrt

* Fix notes button

* VRT

* VRT

* React Aria Button - All except filters and autocomplete

* Release notes

* Fix typecheck errors

* Fix typecheck error

* Fix button links

* Update

* Fix typecheck error

* Fix link button variant

* Fix typecheck error

* Fix typecheck error

* Fix typecheck error

* Fix border

* Fix mobile accounts page

* VRT

* Fix playwright config

* Revert MobileForms and TransactionEdit

* VRT

* Remove borderRadius

* Fix add account button

* VRT

* Revert VRT

* Fix tests

* Fix Cover and Transfer modals

* Fix lint error
2024-09-09 12:53:28 -07:00
Matiss Janis Aboltins
68a2af0248 (dashboards) ability to save net-worth widget details (#3364) 2024-09-09 20:38:33 +01:00
Tim
b856c4874e add option to select dark theme for "System default" (#3325)
* add option to select dark theme for "System default"

* add release notes

* fix release notes

* update visual tests
2024-09-07 20:08:04 +01:00
Joel Jeremy Marquez
61bffa3d31 Auto notes when transferring budgets (#3119)
* Add expense category budget notes that resets every month + auto notes when transferring budgets

* Remove unused import

* Release notes

* VRT

* Fix typecheck error

* Rename

* Fix typecheck error

* Fix category name

* Update to notes to reassigned

* Append auto transfer notes to month notes

* Update release notes

* VRT

* VRT

* Fix lint error
2024-09-05 18:59:13 -07:00
Tim
8e6fb4c64f enhance mobile header links (#3344)
* enhance mobile header links

- change underlinedText style to use borderBottom
- disable text selection

* update vrt
2024-09-05 21:22:32 +01:00
lelemm
7769d0303e "has tags" filter (#3290)
* new tag filter

* fixes

* release notes

* fixes for the rules modal

* more fixes

* linter

* visual regression fixes

* review suggestions

* missing this change
2024-08-23 08:21:09 -07:00
Matiss Janis Aboltins
51ec600de2 customizable reports homepage - drag-able and resizable widgets (#3231) 2024-08-17 17:53:35 +01:00
Robert Dyer
af73dcd722 Add rule actions to prepend/append to transaction notes. (#3215)
* Add rule action to append to transaction notes.

* add release note

* support prepending

* fix linter

* update release note

* fix typecheck error

* update VRT test code

* revising VRT code

* select by row

* fix missing delete button

* fix VRT tests

* fix linter

* empty commit for CI

* avoid 'undefined' appearing in notes

* fix linter
2024-08-15 14:36:44 +01:00
Julian Dominguez-Schatz
411a6791b2 Fix transfer category in temporary transactions (#3239)
* Fix transfer category in temporary transactions

* Add visual regression tests to prevent this issue in the future

* Add release notes
2024-08-12 21:33:21 -04:00
Joel Jeremy Marquez
43ff1c033e [React Aria Button] Reports page buttons (#3159)
* More components to use react aria Button

* vrt

* Fix account menu test

* vrt

* vrt

* VRT

* VRT

* React Aria Button - Reports page

* Release notes

* Fix typecheck error

* Fix typecheck error + VRT (Create new custom report button got slightly bigger)

* Fix payee icon color
2024-08-12 13:53:58 -07:00
Joel Jeremy Marquez
44ce976ffa [React Aria Button] - Migrate sidebar, notifications, transactions, recurring schedule picker buttons (#2984)
* More components to use react aria Button

* Release notes

* vrt

* Fix typecheck error

* Fix account menu test

* Fix typecheck error

* Fix typecheck error

* Remove unnecessary aria-labels

* Fix payee icons and category notes

* vrt

* vrt

* Fix notes button

* Fix typecheck error

* Fix lint error

* VRT

* Remove default :focus on Button2

* Add Button2 defaultClassName

* Update className

* Fix typecheck error

* Cleanup

* VRT

* Fix typecheck error

* Fix typecheck error

* Fix typecheck error
2024-08-05 20:44:51 -06:00
Matiss Janis Aboltins
7e3ff1ad03 (vrt) improving stability - rules test (#3186) 2024-08-03 19:06:48 +01:00
Joel Jeremy Marquez
2c26fa51a3 Add Modal2 backdrop (#3147)
* Add Modal2 backdrop

* Release notes

* VRT

* Use HTML reported when running tests locally
2024-07-29 00:41:44 -07:00
Matiss Janis Aboltins
5b0cc63f73 🐛 add missing underline to links (#3143)
* 🐛 add missing underline to links

* Update accounts screenshots
2024-07-27 16:44:14 +01:00
Julian Dominguez-Schatz
a970a78932 Include more information in payee of split parent (#3049)
* Use dicts to look up common information

* Show abbreviated payees in split payee section

* Update vrt

* fix: missing transfer icon

* Add release notes

* fix: update vrt again

* bugfix: failing edge cases

* fix: stale test

* fix: stale test, p2 (+ vrt)
2024-07-20 11:43:24 -07:00
Joel Jeremy Marquez
ed65805d53 Port finance modals to use new Modal component based on React Aria Modal (#2946)
* React Aria Modal POC

* Fix imports

* Use composition

* Fix typecheck and lint errors

* VRT

* Fix schedule details modal header

* Fix typecheck error + VRT

* Fix typecheck error

* Release notes

* Update release note

* Fix props

* Update modal props

* useModalState hook

* VRT

* VRT

* Fix typecheck error

* Fix modal close

* VRT

* Fix test

* Fix typecheck error
2024-07-20 09:03:58 -07:00
Austin Pearce
b4f0087eef increase mobile header label font weight (#3062) 2024-07-16 00:07:21 -07:00
Austin Pearce
aa3cbd881b Fix alignment of reports` (#3007) 2024-07-10 20:17:48 -07:00
Sreetam Das
ff36d1efbe Add computed padding for handling clipped large Net worth amounts (#2818)
* Add computed padding for handling clipped Net worth amounts

* Add comment, early handle 5 character case

* Add release note

* Update packages/desktop-client/src/components/reports/graphs/NetWorthGraph.tsx

Co-authored-by: Robert Dyer <rdyer@unl.edu>

* Update vrt snapshots

* Fix NetWorthGraph cutoff when `compact` is true

This happens in case of `ReportCard`

* Update VRT snapshots to revert to original

* Revert snapshots to original

* vrt

---------

Co-authored-by: Robert Dyer <rdyer@unl.edu>
Co-authored-by: youngcw <calebyoung94@gmail.com>
2024-07-08 08:13:47 -07:00
Joel Jeremy Marquez
76cdad4fe6 React Aria Button on Accounts and Payees page (#2914)
* React Aria Button on payees and accounts page

* Release notes

* Fix Reconcile

* VRT

* VRT

* Fix balance hover

* VRT

* Update packages/desktop-client/src/components/accounts/Balance.jsx

Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>

* Fix lint

---------

Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
2024-07-04 11:56:14 -07:00
Joel Jeremy Marquez
a67c969189 React Aria Button on Settings and Rules Page (#2913)
* React Aria Button on rules and settings page

* Release notes

* VRT
2024-07-03 13:04:26 -07:00
Matiss Janis Aboltins
f046d75b75 ♻️ refactoring Select component to use existing Menu (#2905) 2024-07-03 18:25:41 +01:00
Joel Jeremy Marquez
30bcfedc86 React Aria Button as base of Button component (#2904)
* React Aria Button as base of Button component

* Release notes

* AmountInput sign button

* Fix tests

* Comment

* Fix disabled/pressed style

* Update react-aria-components version

* yarn.lock

* Apply defaultStyle

* Fix button props type
2024-07-03 09:33:57 -07:00
Julian Dominguez-Schatz
a42938fa64 Reapply rules to split transactions when the parent changes (#2834)
* Reapply rules to split transactions when the parent changes

Concretely, this enables the "standard" workflow for
split-transaction-entry on desktop, where you enter the payee first, and
then edit the amount afterwards (and expect splits in a rule to apply when
you edit the amount).

* Add release notes

* Fix bug in first field below parent transaction

* Update vrt
2024-07-02 21:31:14 -07:00
Robert Dyer
2d4256b239 Fix wording of split rule. (#2927)
* Fix wording of slit rule.

* add release note

* fix typo
2024-06-27 13:08:30 -07:00
Joel Jeremy Marquez
5951b92668 Group and ungroup split transactions (#2805)
* Group and ungroup split transactions

* Release note

* Fix release note category

* Do not allow on reconciled transactions

* Add account validation, fix undo behavior, set split payee

* Fix lint errors

* Allow extracting some child transactions

* Disabled split/unsplit selected items menu

* Fix lint error

* Fix typecheck error

* Special Split payee

* "Split" payee on parent transaction

* Show manage payees on payee autocomplete modal

* Fix typecheck error + cleanup

* Fix typecheck error + cleanup

* VRT

* Fix tests

* VRT

* Only show split/unsplit when applicable
2024-06-26 12:39:36 -07:00
Joel Jeremy Marquez
f02ca4e3d2 Format transaction notes as clickable tags (#2670)
* Format notes as clickable tags

* Release notes

* Fix tests - extract the handler to higher level component

* Update colors

* Fix filtering

* Rename variables

* Remove font weight

* Cleanup style

* Append note tag filters

* Fix overlapping UI

* Revert pill colors

* Rename prop

* Rename notes

* Delete filter margin

* Fix typecheck error

* VRT + typecheck fix

* Add matches op in rules + use it to match tags

* Fix database types

* Fix typecheck error

* Fix typecheck

* Move create_function call

* VRT

* Update tag regex

* Escape regex input

* Update tag regex

* Use onApplyFilter

* Update tag formatting

* Fix tag formatting

* Update regex

* VRT

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

Co-authored-by: Robert Dyer <rdyer@unl.edu>

* VRT

* Fix error

* Fix filtered balance

* VRT

---------

Co-authored-by: Robert Dyer <rdyer@unl.edu>
2024-06-21 10:47:21 -07:00
Neil
0c14eb17c4 Unflag custom reports (#2554)
* remove featureflag

* notes

* merge fixes

* vrt

---------

Co-authored-by: youngcw <calebyoung94@gmail.com>
2024-06-19 06:57:46 +01:00
Crazypkr1099
bf26ca4eb9 Add Underline in Account Header (#2847)
* Added underline & Fixed Capitalization in Account Header

* Create 2847.md

* Changed border pixel size, made it more opaque.

* removed comments

* Update E2E

* Required to run E2E in local...

* Revert "Required to run E2E in local..."

This reverts commit e73ac75cb3.

* Revert "Update E2E"

This reverts commit 56990fd6fe.

* testing...

* testing...

* Update 2847.md

* Underline no longer goes to edge

* vrt

* vrt

* fix bad screenshot

---------

Co-authored-by: youngcw <calebyoung94@gmail.com>
2024-06-11 20:07:19 +01:00