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Author SHA1 Message Date
Joel Jeremy Marquez
77a670bbc3 [Mobile] Scheduled transaction menu modal (#2608) 
* Mobile scheduled transaction menu modal

* Release notes
 2024-04-15 11:51:09 -07:00
Matiss Janis Aboltins
1a1fe9ac9d ⚡ extra error handling in case backend failed loading (#2601) 
* ⚡ extra error handling in case backend failed loading

* Release notes

* Rename some error vars
 2024-04-15 07:39:57 +01:00
Matiss Janis Aboltins
16df116d1d ♻️ (tooltip) migration to react-aria (vol 2) (#2593) 2024-04-14 11:30:57 +02:00
Joel Jeremy Marquez
d7075ae551 Balance menu modal enhancement (#2598) 
* Balance menu modal enhancement

* Release notes

* Fix typecheck error
 2024-04-13 20:51:56 -07:00
Joel Jeremy Marquez
e500cba7e9 [Mobile] Category budget actions modal (#2501) 
* Update autocomplete types

* Remote optional type

* Improve SingleInputModal

* Fix lint error

* Category budget modals

* Cleanup + release notes

* Cleanup

* Fix typecheck errors

* Update useMergedRefs

* Fix lint error

* Fix typecheck error

* VRT updates

* Focus amount on mount

* Fix errors

* Open modal on budget amount click

* Updates

* Remove unused props + updates

* Fix lint error

* Close budget menu modal on enter

* Delete comment

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

* Update release notes

---------

Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
 2024-04-13 13:49:09 -07:00
Joel Jeremy Marquez
2d188b3941 [Mobile] Category activity/transactions page (#2531) 
* Mobile category transactions

* Release notes

* Fix typo

* Fix typecheck error

* Handle null location state

* VRT

* Fix account search

* Update test

* Search placeholder

* vrt

* Add month to page title

* Cleanup

* Fix AccountName component

* Replace ButtonLink with Link

* Fix typecheck

* Code review update
 2024-04-13 11:45:43 -07:00
Matt Fiddaman
e88ea69801 Force transaction cleared checkboxes to show on reconcile view (#2589) 
* Force transaction cleared checkboxes on reconcile view

* Add release notes
 2024-04-13 09:44:54 -07:00
Mohamed El Mahdali
9aeab0ff5b Hide Y axis values of net worth graph when privacy mode i… (#2594) 2024-04-13 12:50:35 +01:00
Neil
36c700d92d Custom Reports: Show Activity for donutGraph (#2583) 
* Activate Click for donut

* notse
 2024-04-13 10:30:38 +01:00
Michael Clark
eed6105222 Electron: Fix load backup functionality (#2580) 2024-04-12 21:28:55 +01:00
youngcw
291e3a8d14 Allow 5 decimal places in file import parser (#2588) 
* allow specifically 5 decimal places in parser

* note

* update tests

* lint
 2024-04-12 11:13:21 -07:00
Robert Dyer
edd34b7903 Dim categories hidden by their groups (#2582) 
* Dim categories hidden by their groups

* Dim hidden cats on mobile view

* Do not show hide/show menu on mobile for categories in hidden groups

* Rename catGroup to categoryGroup

* Fix lint issue

* Hide menu line

* Pass in categoryGroup instead of isHidden

* avoid need for extra local

* fix lint issues
 2024-04-12 10:56:46 -07:00
Attila Kerekes
345ea71eed Add option to disable reconciliation when importing CSV and files. (#2585) 2024-04-12 07:54:55 -07:00
Robert Dyer
d89a016ab1 Do not allow hiding income category group (#2581) 
* Do not allow hiding income category group

* add release note

* rename file

* Migrate DB so income groups are not hidden

* Update migration to explicitly match on is_income = 1
 2024-04-12 07:40:01 -07:00
Joel Jeremy Marquez
b87951855b [Maintenance] Remove left behind editableTitle prop (#2586) 
* Remove left behind editableTitle prop

* Release notes
 2024-04-11 14:53:49 -07:00
Joel Jeremy Marquez
70e37c0119 Use desktop colors for mobile autocomplete modals (#2577) 
* Use desktop colors for mobile autocomplete modals

* Release notes

* Color updates

* Color updates

* Update close button

* Fix typecheck

* Rename to ModalCloseButton

* Update ModalTitle
 2024-04-11 14:33:03 -07:00
Joel Jeremy Marquez
f55bd860ba [Mobile] Budget menu modals (#2491) 
* Update autocomplete types

* Remote optional type

* Improve SingleInputModal

* Fix lint error

* Mobile budget page modals

* Release notes

* Fix typecheck / lint errors

* Fix typecheck errors

* Fix typecheck error

* Modal logo

* Fix typecheck error

* VRT updates

* Modal header margins

* Update 2491.md

* ModalTitle shrinkOnOverflow + VRT
 2024-04-11 12:41:06 -07:00
DJ Mountney
0f960df8cf Improve api output types (#2567) 
* Improve api output types

- Fixes some missing models
- Fixes some output path aliasing

* Add changelog
 2024-04-11 07:36:48 -07:00
Attila Kerekes
915c562545 Add option to disable reconciliation when importing OFX files. (#2564) 2024-04-10 20:12:59 -07:00
Julian Dominguez-Schatz
770d86258f Support splits in create-rule option on account page (#2569) 
* Support splits in create-rule option on account page

* Add release notes
 2024-04-10 20:11:54 -07:00
Joshua Harris
a955fe2474 When starting input with operator, append to existing value instead of replacing (#2523) 
Co-authored-by: Joshua Harris <2312397+JazzyJosh@users.noreply.github.com>
 2024-04-10 08:05:20 -07:00
Joel Jeremy Marquez
4e9130ac29 [Mobile] Fix report budget income budgeted input (#2573) 
* Fix mobile report budget income budgeted input

* Release notes
 2024-04-09 13:08:02 -07:00
Joel Jeremy Marquez
e94a5505d8 [Mobile] Close modal after transferring / covering balance in mobile budget page (#2572) 
* [Mobile] Close modals after performing a balance actions e.g. transfer / cover

* Release notes
 2024-04-09 13:07:47 -07:00
Neil
1ee2cbec1c Custom Reports: Show Activity onClick (#2522) 
* barGraph

* notes

* sessionStorage

* sessionStorage Complete

* Click for details

* mode click graphType

* compact

* hidden and offbudget working

* add pointer

* typecheck fix
 2024-04-09 18:37:07 +01:00
Jenna
da6b039f10 Bugfix:Midnight theme button contrast (#2538) 
* added green700 (g3) to highlight text in PayeeAutocomplete and CategoryAutocomplete

* added upcoming release note doc for Isuee 2488

* modified background and text to meet WCAG AA compliance for contrast

* updated code for autocomplete highlight on menu items

* fixed linting errors and renamed release note

* updated release note category from 'bug' to 'bugfix'

* fixing the light theme

---------

Co-authored-by: Jenn Cox <jenncox@Jenns-MacBook-Air.local>
 2024-04-09 07:47:38 -07:00
Matiss Janis Aboltins
310cc04a2b ♻️ (bank-sync) unify the sync/reconciliation logic for internal & external sync (#2534) 2024-04-09 07:06:04 +01:00
shall0pass
6fce10aea0 [Bugfix] Remove menu from income group on mobile view (#2570) 
* remove menu option from Income group

* note
 2024-04-08 19:51:59 -05:00
Matiss Janis Aboltins
97a664159b ♻️ (tooltip) refactored tooltip to react-aria (#2493) 2024-04-08 17:51:38 +01:00
Robert Dyer
c2291d4b5d Show sync indicator in account header (#2560) 2024-04-07 22:03:59 +01:00
Neil
d6de90a296 Consolidate Link props (#2558) 
* Remove Link Button

* remove AnchorLink

* remove ButtonLink

* notes

* merge fix

* clickLink

* typecheck fix

* remove link option from button

* remove ExternalLink

* VRT
 2024-04-07 20:07:42 +01:00
shall0pass
90305965ba Cleanup tool group enhancement (#2480) 
* add group enhancement

* warnings

* note

* add more group functions

* add Global: to differentiate warning from group warnings

* weights not properly recorded for sinking groups, safeNumber error
 2024-04-06 19:12:02 -05:00
Neil
b655009477 Custom Reports: Fix live range (#2557) 
* fix live range

* card updates

* type fix

* notes
 2024-04-06 22:46:58 +01:00
Joel Jeremy Marquez
2e600e52c7 [Maintenance] Update TransactionEdit conponent onEdit function to use serialized transactions (#2555) 
* [Maintenance] Update onEdit to use serialized transactions

* Release notes
 2024-04-06 15:19:12 -06:00
Neil
b5f617dbe5 Custom Reports bug fix (#2556) 
* fix bug

* notes
 2024-04-05 22:04:04 +01:00
Neil
b3fc23201e Fix toggle bug (#2553) 
* fix toggle bug

* notes
 2024-04-05 00:38:49 +01:00
Joel Jeremy Marquez
6f251e6024 [Mobile]: More functionalities (#2472) 
* Balance modals

* Release notes

* Fix typecheck errors

* Fix errors

* Mobile scheduled transaction modal

* Cleanup

* Fix props

* Fix typecheck errors

* Updates

* Fix autocomplete typings

* Update autocomplete types

* Fix typecheck errors

* Fix typecheck errors

* Remote optional type

* Pass this to apply

* Use bind

* Fix typecheck error

* Ignore typecheck error for now

* Add onClose in Autocomplete

* open category modal on enter in transfer modal

* Budget summary modals

* Accounts update

* Add paddingBottom

* Fix typecheck error

* Revert navigate

* Disable esline

* Close account and Reopen account

* Improve SingleInputModal

* Fix lint error

* Fix category autocomplete modal header

* Rebase updates

* Cleanup

* Clearer error message

* Close report balance tooltip on selection

* Updated based on review
 2024-04-04 13:53:55 -07:00
Matiss Janis Aboltins
b356004f68 🔧 updated github issue template to hopefully reduce the amount of support (#2548) 
* 🔧 updated github issue template to hopefully reduce the amount of support

* Release notes
 2024-04-04 19:34:09 +01:00
David Kus
66dc593fa5 Show/hide reconciled transactions in the account view (#2542) 
* Show/hide reconciled transactions

* Adding release note

* Fixing lint issues

* Filters should still apply after hiding/showing reconciled

* Using fetch transactions with filter parameter
 2024-04-04 08:04:19 -07:00
David Kus
8b34ba3958 Fixing import of reconciled split transactions (#2543) 
* Fixing import of reconciled split transactions

* Adding release note
 2024-04-04 08:03:52 -07:00
ilar
2df774d9f5 Mobile auto decimal (#2536) 
* Format the input field when entering transaction value, automatically populate decimal position.

* Add note.

* Fix linting issues.

* Turn off autoDecimal if we're hiding decimals anyway.

* Shorten changelog.
 2024-04-04 08:03:26 -07:00
Ryan Bianchi
c96c957a34 modify existing LineGraph to track budget items over time (#2506) 
* modify exiting LineGraph to track budget items over time

* linter pass 1

* increase line weight, add sorting and colour to tooltip

* second lint pass

* add release note

* use new disabledLists, format tooltip, other nits from review

* add margins to LineGraph

* adding missed linting

* remove new line icon, add disable options for split, legend, label

* Update ReportTopbar.jsx

Remove unneeded lines

* lint fix

* SVGChart

---------

Co-authored-by: Neil <55785687+carkom@users.noreply.github.com>
 2024-04-04 15:38:30 +01:00
Joel Jeremy Marquez
f3d7641ba9 [Maintenance] Extract menus to separate files (changes split from #2472) (#2511) 
* Extract menus to separate files (change split from #2472)

* Release notes

* Fix lint error

* Code review feedback
 2024-04-02 14:06:42 -07:00
Neil
83fd85f059 Custom Reports: Confirm delete report (#2521) 
* confirm delete report

* notes

* card confirm
 2024-04-02 20:30:12 +01:00
Neil
308f8339ae Add yearly to custom reports (#2466) 
* Button changes and time filters

* rename on dashboard

* notes

* fix time filters

* Sort Categories

* Page title

* category sort order

* move button

* featureflag

* Highlight report name

* sankey fix

* VRT

* remove doubled element

* adjust to match master

* add Year

* notes

* lint fix

* update names

* IntervalsUpdates

* fixing bugs

* ts updates

* lint fix

* merge fixes

* notes

* simplify lookups
 2024-04-02 20:29:20 +01:00
Joel Jeremy Marquez
9697795279 [Maintenance] Replace react-merge-refs with useMergedRefs (#2509) 
* Uninstall react-merge-refs

* Fix import

* Update useMergedRefs
 2024-04-02 11:14:23 -07:00
Johannes Löthberg
9b40610f26 Bump GoCardless access validity from 30 to 90 days (#2518) 
All banks are supposed to provide at least 90 days of access.

As of July 2023 EEA banks are required to allow access for up to 180
days[0], but this does not apply to UK banks, and apparently there might
still be EEA banks which don't comply with the new regulations.

We should consider eventually defaulting to 180 days and allowing
per-bank and maybe per-country overrides, but bumping it to 90 days
immediately provides a better user experience.

  [0]: https://nordigen.zendesk.com/hc/en-gb/articles/13239212055581-EEA-180-day-access

Signed-off-by: Johannes Löthberg <johannes@kyriasis.com>
 2024-04-02 18:31:44 +01:00
shall0pass
2a1c452aac Append, Prepend, or Replace notes in bulk actions (#2468) 
* sort of working

* fix null condition, move buttons up

* visual and workflow updates

* update colors on hover

* release note

* fix another condition that inserted null
 2024-04-02 10:37:49 -05:00
shall0pass
1dd1c188d6 Goals: Up To Template calculation with negative category balance (#2535) 
* 'up to' calculation

* note

* update to last months balance
 2024-04-02 10:35:55 -05:00
Matiss Janis Aboltins
8f634099e2 🔖 (24.4.0) custom reports improvements, stability enhancements (#2537) v24.4.0 2024-04-02 07:07:16 +01:00
Joel Jeremy Marquez
7ee48e4c1d Fix mobile autocomplete colors (#2530) 
* Fix mobile autocomplete colors

* Release notes

* Remove narrow specific autocomplete colors

* Update upcoming-release-notes/2530.md

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

---------

Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
 2024-04-01 05:43:30 -07:00