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Code Issues 250 Packages Projects Releases 53 Wiki Activity
2,843 Commits 98 Branches 53 Tags
4b583357807752e0c60c86f1741e7f845a9eaa09
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1606 Commits

Author SHA1 Message Date
Michael Süssemilch
4b58335780 feat: expandable budget categories (#4807) 2025-04-18 05:35:08 -04:00
Margarida Reis
e28db52c70 fix: persist filters in custom report on interval or date range change (#4724) 
ensure that modified filters are reapplied to the Custom Report when changing its interval or date range, rather than reverting to the last saved state, which could overwrite unsaved changes to the filters or their conditional operand
 2025-04-17 22:13:04 -04:00
Grant
83f7a79c76 4571: Fix UI lockout when using In/Out mode with existing split columns (#4715) 
* Fix catch 22 problem when using In/Out with split columns already enabled
- Also changed UI and transaction amount parsing behavior to accept all options combined
- Repositioned some amount options
- Adjusted the labels of a few options

* Fix amount options triggering state resets

* Update VRT

* Revert "Update VRT"

This reverts commit 0a4b70afad.

* Update VRT

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
 2025-04-17 22:03:09 -04:00
Alec Bakholdin
7e3ebb7e5f Global prefs undefined change (#4837) 
* updated saveGlobalPrefs to handle falsy values better

* updated link which was no longer valid

* release notes

* Removed errant log

---------

Co-authored-by: Alec Bakholdin <alecbakholdin@Alecs-Mac.local>
 2025-04-17 12:38:03 -07:00
Julian Dominguez-Schatz
d91fd2fb0e Slow improvements to Account.tsx (1/many) (#4824) 
* Move Account EmptyMessage to a separate file

* Move a tiny bit of state out of Account.tsx

* Add release notes
 2025-04-17 09:13:27 -04:00
Alec Bakholdin
4e9d51be1f ✨ [Feature] Manually merge transactions (#4739) 
* added transactions-merge action

* mergeTransactions now returns kept id

* merge option only shows up when amount matches

* merge now handles more errors and merges from the dropped transaction if values are present

* modified merge logic slightly to avoid duplicating imported_id

* added reconciled and cleared to merge logic

* modified canMerge logic in SelectedTransactionsButton

* made merge undoable

* added onMerge to mobile menu

* release notes

* modified testing suite slightly

* added logic for detecting bank sync vs file import

* typecheck problem

* linting errors

* attempt to clean up tests better

---------

Co-authored-by: Alec Bakholdin <abakho@icims.com>
 2025-04-16 20:11:36 -07:00
Julian Dominguez-Schatz
523a62c8a0 Fix crash on transactions table with new transaction popup open (#4812) 
* Fix crash on transactions table with new transaction popup open

* Add release notes
 2025-04-15 18:27:37 -04:00
Joel Jeremy Marquez
925efc4cb6 [Mobile] Drag and drop expense category groups to re-order (#4599) 
* Update to GridList

* VRT - minimal diff between 2 rows

* Implement a hidden drag button

* Revert VRT

* VRT

* [Mobile] Drag and drop income categories to re-order

* Update drag preview

* Release notes

* Fix drag preview

* Fix typecheck errors

* Fix group header margins

* Coderabbit suggestion

* Fix group

* Yarn lint fix
 2025-04-15 14:13:44 -07:00
Joel Jeremy Marquez
b9e7d7e9c2 [Mobile] Drag and drop expense categories to re-order (#4484) 
* ExpenseGroup component

* Release notes

* Fix imports

* Fix typecheck errors

* Fix drag and drop indicator

* Fix drop indicator

* Update imports

* Cleanup

* Update to GridList

* Cleanup

* VRT - minimal diff between 2 rows

* Implement a hidden drag button

* Fix budgeted/spent toggle

* Update VRT

* Dummy commit

* Revert VRT

* VRT

* Update dependency props

* Update VRT

* CodeRabbit suggestions

* Fix rebase error

* Update VRT

* Dummy commit to re-run vrt

* Fix typecheck errors

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
 2025-04-14 13:55:17 -07:00
Josh Woodward
04aa086c9e Unlink account via bank sync page (#4714) 
* adding unlink and account name to modal

* fixing dispatch and some style updates

* release notes

* catching a few missed "bank-sync" phrases

* linting

* Addressing comments

* Addressing comments

* Linting

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
 2025-04-13 09:41:25 -04:00
Matiss Janis Aboltins
cc02970a16 ⬆️ upgrade to React v19 (#4700) 2025-04-10 08:49:38 +01:00
Ian
608b4be765 Add option to control note imports during transaction import (#4593) 
* Make note imports optional. Adds tests too

* add release notes

* Update VRT

* type getTransactions to resolve TS error

* remove CSV note import - already supported

* type and lint to make coderabbit happy

* conditional rendering of importNotes

* Update VRT

* update snapshot to account for serialization change

* use <Trans>

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

* Fix closing Trans

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

* address missing import

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
 2025-04-09 15:29:34 -07:00
Joel Jeremy Marquez
01f45d5072 Extract auth related server handlers from main.ts to server/auth/app.ts (#4660) 
* Extract auth related server handlers from main.ts to server/auth/app.ts

* Release notes

* Update get-openid-config

* Fix typecheck error

* Fix lint and typecheck errors
 2025-04-09 08:34:44 -07:00
alcroito
1b5be7f9d2 Show closed accounts on mobile UI (#4581) (#4584) 
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
 2025-04-09 11:20:45 -04:00
Matiss Janis Aboltins
fe3fe47b67 🐛 (bank-sync) improved error handling for initial gocardless account linking (#4756) 2025-04-08 18:50:02 +01:00
Joel Jeremy Marquez
b4ad639bb5 [Mobile] Fix income categories not changing colors based on active month (#4774) 
* [Mobile] Fix income categories not changing colors based on active month

* Release notes
 2025-04-08 09:30:40 -07:00
Joel Jeremy Marquez
c77168fa18 Extract encryption related server handlers from main.ts to server/encryption/app.ts (#4662) 
* Extract encryption related server handlers from main.ts to server/encryption/app.ts

* Release notes
 2025-04-08 09:12:11 -07:00
Joel Jeremy Marquez
6fb7fe1343 Replace category DB queries in server handlers with AQL queries + implement category_groups AQL executor (#4544) 
* Implement category_groups AQL executor

* Fix category_groups table name

* Release notes

* Update category-update
 2025-04-08 09:11:47 -07:00
Joel Jeremy Marquez
490ec22b8a Extract budget file related server handlers from main.ts to server/budgetfiles/app.ts (#4547) 
* Extract budget file related server handlers from main.ts to server/budgetfiles/app.ts

* Fix lint error

* Release notes

* Fix typo

* Move backups to budgetfiles folder

* Move backup snapshot

* Fix lint

* Fix lint
 2025-04-08 08:21:35 -07:00
ADRROE
0d420ab4d9 Add functionality to download custom reports as an image. (#4219) 
* Add functionality to download custom reports as an image.

* Add functionality to download custom reports as an image.

* Switched from html2canvas to html-to-image due to size considerations.

* Snapshot filename

* Add functionality to download custom reports as an image.

* Add functionality to download custom reports as an image.

* Update ReportTopbar.tsx

Fixed mistake

* Use existing date function

* fix imports

* Update VRT

* move component out of common in aid of components lib migration

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
 2025-04-08 11:20:22 -04:00
lelemm
35a833ecba ✨ New OpenID first login UX (#4446) 
* Fix for openid review parameters

* Refactor and bug fix of OpenId parameters on first login

* md

* change some design

* adjustments

* responsive login

* linter

* removed debugger

* Merge fixes

* removed debugger

* Merge fixes

* missing stuff

* linter

* linter after merge
 2025-04-08 12:01:38 -03:00
lelemm
cefc8da7bc 📚 Missing translations [rules and to budget] (#4770) 
* Missing translations

* md

* wrong md name
 2025-04-08 11:04:04 -03:00
Michael Süssemilch
a2878ff2a2 feat: add previous/next month navigation to the MonthPicker (#4692) 
* feat: add previous/next month navigation to MonthPicker

* doc: add release note

* chore: update formatting

* test: update vrt snapshots
 2025-04-08 09:59:17 -04:00
Alec Bakholdin
0dfa2910c7 🐛 [Bug]: Focused console warning (#4735) 
* removed focused from getInputProps

* release notes

---------

Co-authored-by: Alec Bakholdin <abakho@icims.com>
 2025-04-08 09:58:07 -04:00
Alec Bakholdin
4e0ab44e2f Fixed bug where closing account did not properly validate transfer or category (#4769) 
Co-authored-by: Alec Bakholdin <abakho@icims.com>
 2025-04-08 09:52:54 -04:00
Matiss Janis Aboltins
c4b4108eca 🔧 improving typechecker and lint local performance (#4710) 2025-04-06 14:47:49 +01:00
github-actions[bot]
82b6589c37 🔖 (25.4.0) (#4728) 
* 🔖 (25.4.0)

* Remove used release notes

* Remove used release notes

---------

Co-authored-by: matt-fidd <81489167+matt-fidd@users.noreply.github.com>
Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
 2025-04-04 23:49:46 -04:00
Matt Fiddaman
56f509dcda fix balance menu alignment (#4729) 
* fix alignment

* note

* fix mobile

* Fix for width

---------

Co-authored-by: Leandro Menezes <lelemm@gmail.com>
 2025-04-03 23:47:10 -04:00
Matiss Janis Aboltins
aef38f1679 🐛 fix menu not closing when menu item is clicked (#4716) 2025-03-31 18:15:17 +01:00
lelemm
77949ad276 🐛 Fix Make Transfer closing the Popover when clicked (#4697) 
* Fix `Make Transfer` closing the Popover

* MD

* MD

* linter

* trigger actions

* removed junk from PR

* changed solution

* using focused state
 2025-03-28 10:40:56 -03:00
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