Commit Graph

1576 Commits

Author SHA1 Message Date
Margarida Reis
0f8a1aeb2b fix: apply filters in Reports dashboard for cash flow widget (#4683)
fix issue where filters set in the widget editor for the cash flow widget were not applied in the Reports dashboard
2025-03-26 00:16:23 -04:00
Joel Jeremy Marquez
009a3dff4e Show hidden overspent categories (#4680) 2025-03-24 16:25:17 -07:00
Alec Bakholdin
5d01e109e6 🐛 [Bug] Cant edit template rules (#4686)
* Can now save template rules

* added release notes

---------

Co-authored-by: Alec Bakholdin <abakho@icims.com>
2025-03-24 17:54:39 -04:00
Joel Jeremy Marquez
36c40d90d2 [Mobile] Add banners to alert users of recommended budget actions (#4643)
* Add banners to alert users of recommended budget actions

* Update wording for consistency

* Release notes

* Fix release notes

* Code review feedback

* Cleanup

* Extend playwright timeout

* Update Categorize button locator in test

* Update VRT

* Dummy commit

* Streamline cover spending flow

* VRT

* Remove category from modal when covered and close modal when all categories are covered

* Coderabbit suggestions

* Update translations

* VRT

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-03-21 17:19:09 -07:00
Alec Bakholdin
00ff2e2522 🐛 [Bug] fixed bug in Accounts.tsx for applying rules that split transactions (#4623)
* fixed bug in Accounts.tsx for applying rules that split transactions

* added release notes

* Update packages/desktop-client/src/components/accounts/Account.tsx

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

---------

Co-authored-by: Alec Bakholdin <abakho@icims.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
2025-03-21 16:12:29 -04:00
Alec Bakholdin
6b2d2420a5 🐛 Fixed GoCardless SelectLinkedAccounts institution bug (#4667)
* Fixed GoCardless SelectLinkedAccounts institution bug

* Modified to guarantee string return type

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

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

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

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

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

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

* Formatting

* Fixed spread syntax

* consistency in method (probably redundant)

---------

Co-authored-by: Alec Bakholdin <abakho@icims.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
2025-03-21 07:56:25 -07:00
Joel Jeremy Marquez
af09e5b1d5 Fix error on budget file selection page when using server (#4670)
* Fix error on budget file selection page when using server

* Release notes
2025-03-21 06:29:07 -07:00
Joel Jeremy Marquez
a85dc890e5 Fix nested button error in budget file selection page (#4625)
* Resolve nested button error by converting to GridList

* Release notes
2025-03-20 13:12:43 -07:00
Joel Jeremy Marquez
8180476531 Fix embedded autocomplete unexpectedly closing when an item is clicked (#4645)
* Fix autocomplete unexpectedly closing when an item is clicked on embedded setting

* Release notes
2025-03-20 13:11:13 -07:00
Matt Fiddaman
ad1df689d7 bump various dependencies (#4656) 2025-03-20 13:27:17 -04:00
Michael Clark
b2cca2337c 🐛 Allowing service worker to cache files up to 5mb - fixes edge & offline mode (#4665)
* allowing sw to cache files up to 5mb

* release notes
2025-03-19 23:14:58 +00:00
Joel Jeremy Marquez
e0bddaeb99 Extract spreadsheet related server handlers from main.ts to server/spreadsheet/app.ts (#4649)
* Extract spreadsheet related server handlers from main.ts to server/spreadsheet/app.ts

* Release notes

* Fix get-cell

* Update type of initServer
2025-03-19 11:14:46 -07:00
Matiss Janis Aboltins
c7f3dadc07 🐛 (mobile) fix for iOS - keyboard focus when editing budget (#4651) 2025-03-19 04:50:04 +00:00
Matiss Janis Aboltins
999010cca6 🐛 (reports) fix conditionsOp not applying for saved reports (#4652) 2025-03-19 04:49:29 +00:00
Alec Bakholdin
0c85523037 Add org name to bank sync UI (#4646)
* Added institution name to the LinkModal

* Added release notes

* removed a stray import I did not mean to leave in

* updated release note number

* Separated institution into its own column and updated sorting to sort by institution -> name

* Added tooltips to allow users to hover over institution name and account name when linking bank accounts

---------

Co-authored-by: Alec Bakholdin <abakho@icims.com>
2025-03-18 19:55:53 -07:00
Alec Bakholdin
eb5944b353 Bank sync avoid reimporting deleted transactions (#4644)
* matchTransactions imported_id query checks for deleted transactions

* added release notes

* removed stray import

* Added configuration option to control reimporting deleted transactions

* Updated release notes

* Unused import

* Typo

* Linting errors

* Fixed Checkbox id to match what it's for

* Added tooltip for the checkbox

---------

Co-authored-by: Alec Bakholdin <abakho@icims.com>
2025-03-18 16:21:59 -07:00
Matiss Janis Aboltins
f35a850e3d ♻️ moved loot-core import resolution from TS to yarn workspaces (#4592) 2025-03-18 17:38:57 +00:00
Joel Jeremy Marquez
602b84342b Update server handlers to use the implementation function type instead of duplicating the function arguments/return types (#4650)
* Update server handlers types to be more strict

* Release notes
2025-03-18 06:43:15 -07:00
Joel Jeremy Marquez
b5cbaa52b2 Simplify Modals component by destructuring modal.options instead of passing options one by one (#4647)
* Simplify Modals component

* Release notes
2025-03-18 06:43:01 -07:00
lelemm
78e763659e 📚 More translations for rules and fields (#4635)
* More translations

* md

* more places
2025-03-17 10:43:45 -03:00
Joel Jeremy Marquez
0cc817f2ef [Redux Toolkit Migration] usersSlice [Final PR] (#4128)
* Migrate to accountSlice

* Fix lint and typecheck errors

* Update types

* Fix lint

* Fix types

* Cleanup

* Rename file

* Rename state

* Cleanup

* Fix typecheck error

* Move createAppAsyncThunk

* Queries slice

* Budgets slice

* Fix lint errors

* Undo auto removal of import/no-unresolved

* Update index.ts

* Release notes

* usersSlice

* Delete actions folder

* Remove action imports

* Fix lint

* Delete constants

* Fix lint error

* Update thunk name

* Replace CLOSE_BUDGET with resetApp
2025-03-16 21:51:58 -07:00
Joel Jeremy Marquez
47c0d394ee [Redux Toolkit Migration] prefsSlice (#4127)
* Migrate to accountSlice

* Fix lint and typecheck errors

* Update types

* Fix lint

* Fix types

* Cleanup

* Rename file

* Rename state

* Cleanup

* Fix typecheck error

* Move createAppAsyncThunk

* Queries slice

* Budgets slice

* Fix lint errors

* Undo auto removal of import/no-unresolved

* Update index.ts

* Prefs slice

* Remove old prefs types

* Fix import

* Fix typecheck errors

* Release notes

* Add checks on prefs saving

* Update prefs checking

* Fix set-theme
2025-03-14 06:35:43 -07:00
Joel Jeremy Marquez
d16d022b50 Remove height transition animation from modals when adjusting to viewport height for smoother experience (#4620)
* Use dvh to determine height of modal based on dynamic visual viewport

* Apply to dialog instead of another div

* Remove modal transition

* Release notes
2025-03-13 10:49:58 -07:00
Joel Jeremy Marquez
606e39252f [Mobile] Click on income category balance to show transactions (#4621)
* [Mobile] Click on income category balance to show transactions

* Release notes
2025-03-13 10:49:14 -07:00
Margarida Reis
2523c091c3 improvement: enable collapse split transactions with searches or filters (#4600)
* improvement: enable collapse split transactions with searches or filters

enable the "Collapse|Expand split transactions" button with searches or filters

* Update VRT

* chore: trigger GitHub actions

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-03-13 10:36:01 -07:00
tempiz
d4b37baa4d Modified transaction edit button on mobile to display "Add New Split" (#4536)
* Created Add Split Button

* Create 4536.md

* Fix Lint Check Error

* Fix Release Note Category

* Added add split text to amount left/save button

Removed my add split button and instead added functionality for the button save/amount left button to display "Add New Split" when all amounts are entered.

* Fix Lint

* Update release notes

* Show remaining on add split button

* Fix lint

* Added requested changes

* Fix lint
2025-03-12 17:05:20 -07:00
Matiss Janis Aboltins
ed4ef5b30e ♻️ solve most peer dependency issues reported on install (#4613)
* ♻️ solve most peer dependency issues reported on install

* Release notes

* Patch unit tests
2025-03-12 17:13:35 +00:00
Matiss Janis Aboltins
baadafb15e ♻️ (loot-core) updated all data model imports to use barrel file (#4609) 2025-03-12 17:05:46 +00:00
James Skinner
346727a539 Mobile budget file switching logical error fix (#4596)
* Fix logical error to filter out just the current file from list of files, rather than excluding remote files.

* Add release note and update comment
2025-03-12 07:45:30 -07:00
Matiss Janis Aboltins
ddcd771488 ♻️ (sync-server) align dependency versions; cleanup lint & typecheck (#4605) 2025-03-12 14:03:23 +00:00
Joel Jeremy Marquez
3ecfb4be7e Swipe to dismiss notifications (#4606)
* Swipe to dismiss notifications

* Release notes

* Update VRT

* Dummy commit

* Make notification swipe a bit snappier

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-03-11 14:35:01 -07:00
Margarida Reis
bf154db3d6 fix: align action buttons in modal for confirming transaction edit (#4604)
align the "Cancel" and "Confirm" buttons in the modal for confirming a transaction edit to the right-hand side for consistency
2025-03-11 14:15:49 -07:00
Matiss Janis Aboltins
6c7df7c1f9 ♻️ (components) updated old import paths to use the new paths (#4591) 2025-03-10 18:11:30 +00:00
Matiss Janis Aboltins
0b9b440a7a ♻️ (components) remove InputWithContent component (#4566) 2025-03-10 17:21:00 +00:00
Matiss Janis Aboltins
ebb83aca51 ♻️ (components) refactor useResponsive and move to comp. lib (#4568) 2025-03-10 15:32:17 +00:00
Joel Jeremy Marquez
e5c2ef47ac [Mobile] Drag and drop income categories to re-order (#4482)
* [Mobile] Drag and drop income categories to re-order

* Fix category group ID

* Update borders

* Use list item value prop

* Cleanup

* useCallback

* Remvoe usage of useListData

* Fix typecheck error

* Release notes

* Fix import

* Update DropIndicator

* Update DropIndicator

* Fix drop indicator
2025-03-10 08:14:33 -07:00
Matiss Janis Aboltins
af068d1f89 🐛 fix rules page table incorrect row heights (#4586) 2025-03-10 12:11:09 +00:00
James Skinner
35fe969b1b Typo fix in OutOfSyncMigrationsModal (#4585)
* Fix typo in OutOfSyncMigrationsModal.tsx

* Add release note

* Rename release note file to be id of PR rather than issue
2025-03-09 22:50:37 +00:00
Matiss Janis Aboltins
cc44fad62e ♻️ (components) rename SimpleTable to InfiniteScrollWrapper and cleanup (#4578) 2025-03-08 23:22:39 +00:00
lelemm
42294d4a53 🐛 Fix for var ACTUAL_OPENID_ENFORCE (#4533)
* Fix for var `ACTUAL_OPENID_ENFORCE`

* md
2025-03-08 13:34:56 -03:00
Joel Jeremy Marquez
d8fcd43324 Upgrade React Aria packages and address deprecated Section component warnings (#4572)
* Update react-aria packages and replace deprecated RAC Section component

* Release notes
2025-03-08 02:18:37 -08:00
Joel Jeremy Marquez
ccb07e12db Delete no longer used deprecated Button component (#4564)
* Delete no longer used deprecated Button component

* Release notes

* Release notes

* Delete upcoming-release-notes/4127.md
2025-03-07 10:15:05 -08:00
Matiss Janis Aboltins
f2267587c8 ♻️ (components) moving Input component to comp. library (#4563) 2025-03-07 16:56:17 +00:00
Joel Jeremy Marquez
4bc34776fb Replace usage of deprecated Button in Autocomplete with new Button component (#4561)
* Replace usage of deprecated Button in Autocomplete with new Button component

* Release notes

* Remove console.log
2025-03-07 08:47:46 -08:00
Joel Jeremy Marquez
63657a8496 Replace usage of deprecated Button component in MobileForms with new Button component (#4559)
* Update mobile forms TapField to use the new Button component

* Release notes

* Fix typecheck error

* Cleanup

* Update VRT

* Dummy commit

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-03-07 08:44:11 -08:00
Joel Jeremy Marquez
b3e82c55f6 [Mobile] Drag and drop on accounts to re-order (#4476)
* Drag and drop on mobile accounts page

* Fix width

* Move account in DB

* Update onReorder

* Use ID as key

* Fix typecheck error

* Rename prop

* Alert for debugging

* Fix retrieval of keys

* Update after logic

* Fix retrieval of nextToTargetAccount

* More debug

* Remove alert

* Cleanup

* Fix typecheck error

* Drop indicator

* Use DropIndicator component

* Update drop indicator style

* Release notes

* Remove useListData

* Upgrade react aria components in case bug fixes were introduced

* Dummy commit

* Updat e react aria packages

* Revert react aria versions

* Update AccountListItem

* Dummy commit

* Pass ListBoxItem render props to child Button

* Update release notes
2025-03-07 07:59:07 -08:00
Matiss Janis Aboltins
9a45d6707d ♻️ (components) moving select component to component library (#4556) 2025-03-07 14:48:30 +00:00
Matiss Janis Aboltins
46138997d1 ♻️ removing 'focused' prop from generic Input component (#4557) 2025-03-07 09:14:18 +00:00
Joel Jeremy Marquez
c19d5a5722 Replace usage of deprecated Button in TransactionEdit with new Button component (#4560)
* Replace usage of deprecated Button in TransactionEdit with new Button component

* Release notes
2025-03-06 19:59:45 -08:00
Joel Jeremy Marquez
c2cb61eb70 [Redux Toolkit Migration] notificationsSlice (#4126)
* Migrate to accountSlice

* Fix lint and typecheck errors

* Update types

* Fix lint

* Fix types

* Cleanup

* Rename file

* Rename state

* Cleanup

* Fix typecheck error

* Move createAppAsyncThunk

* Queries slice

* Budgets slice

* Fix lint errors

* Undo auto removal of import/no-unresolved

* Update index.ts

* Release notes

* Notifications slice

* Update payloads

* Fix addNotification import

* Fix addNotification import

* Fix typecheck error

* Fix build error

* Fix lint and typecheck error

* Coderabbit feedback

* Fix lint error
2025-03-06 19:59:19 -08:00