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Code Issues 250 Packages Projects Releases 53 Wiki Activity
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Commit Graph

217 Commits

Author SHA1 Message Date
Michael Süssemilch
4b58335780 feat: expandable budget categories (#4807) 2025-04-18 05:35:08 -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
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
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
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
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
Matiss Janis Aboltins
aef38f1679 🐛 fix menu not closing when menu item is clicked (#4716) 2025-03-31 18:15:17 +01:00
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
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
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
Matiss Janis Aboltins
0b9b440a7a ♻️ (components) remove InputWithContent component (#4566) 2025-03-10 17:21:00 +00:00
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
Tim
61364fb846 align month picker years to the month text (#4474) 
* align month picker years to the month text

* update vrt

* add upcoming-release-notes
 2025-02-28 21:23:24 -05:00
Joel Jeremy Marquez
5214549ed3 [Mobile] Change budget table colors when on non-current month (#4448) 
* Change budget table colors when on non-current month

* Release notes

* Update VRT

* Dummy commit

* Revert calendar icon

* Update VRT

* Update schedule icons

* Update VRT

* Dummy commit

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
 2025-02-25 08:41:40 -08:00
Joel Jeremy Marquez
f7f58847dc useDisplayPayee hook to unify payee names in mobile and desktop. (#4213) 
* useDisplayPayee hook to unify payee logic in mobile and desktop

* Release notes

* Fix typecheck errors

* Fix test

* Update test

* Revert (No payee) color

* Fix tests

* VRT

* Fix category transactions

* Fix lint and VRT

* Update VRT

* Translate

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
 2025-02-19 15:57:01 -08:00
Antoine Taillard
23752f1da9 Fix currencyToAmount incorrectly converting input (#4383) 
* fix: ensure currencyToAmount works regardless of the configured number format

* chore: linting

* docs: add release note

* test: ensure correct amount is entered for debit when adding split transactions

* chore: rename variable thousandsSep to thousandsSeparator

Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com>

* chore: rename variable decimalSep to decimalSeparator

Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com>

* chore: rename decimalSep and thousandsSep variables to decimalSeparator and thousandsSeparator

---------

Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com>
 2025-02-19 15:31:48 -08:00
Adam Stück
bc09c0412c Add today button on mobile budget page (#4380) 
* feat: today button on mobile budget page

Jumps to the current month

* add release note

* cleaner onCurrentMonth

* Update VRT

* use SvgCalendar from icons/v2

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

* Update VRT

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
 2025-02-16 23:00:58 +00:00
Joel Jeremy Marquez
0504becaf5 [TypeScript] Convert test page models to TS (#4218) 
* Dummy commit

* Delete js snapshots

* Move extended expect and test to fixtures

* Fix wrong commit

* Update VRT

* Dummy commit to run GH actions

* Convert test page models to TS

* Release notes

* Fix typecheck errors

* New page models to TS

* Fix typecheck error

* Fix page name

* Put awaits on getTableTotals

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
 2025-02-16 10:24:38 -08:00
Matiss Janis Aboltins
7d9190ea9c ♻️ replace loot-core/src imports with loot-core (#4349) 2025-02-11 18:21:35 +00:00
youngcw
7096d00fc6 nYNAB import - properly handle hidden categories and groups (#4294) 
* add error handler

* lint

* note

* rabbit

* handle groups

* handle hidden right

* cleanup mock file

* lint;note
 2025-02-06 07:56:14 -07:00
Matt Fiddaman
46f04f5d4c fix mobile template application e2e test (#4223) 2025-01-23 16:13:27 +00:00
youngcw
5448a5c264 🐛 [Goals]: Fix notifications not showing for single category template applications (#4222) 
* show broken transfers

* more detail

* feat: add step to fix splits for fixing transfers with categories that should not be there

* reword

* update the setting

* note

* lint

* typo

* another misspelling

* fix single notification

* note

* Update VRT

* run checks

---------

Co-authored-by: UnderKoen <koenvanstaveren@hotmail.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
 2025-01-22 18:02:51 -07:00
Matt Fiddaman
2f8b839036 release schedule upcoming length adjustment (#4173) 
* release schedule upcoming length adjustment

* note

* Update VRT

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
 2025-01-22 20:09:27 +00:00
Joel Jeremy Marquez
012cfd09ea [TypeScript] Convert playwright config and tests to TS (#4217) 
* Convert playwright config and tests to TS

* Release notes

* Update VRT

* Dummy commit

* Delete js snapshots

* Fix call to expect

* Move extended expect and test to fixtures

* Fix wrong commit

* Fix typecheck error

* Update VRT

* Dummy commit to run GH actions

* Delete mobile budget test JS

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
 2025-01-22 09:00:10 -08:00
Joel Jeremy Marquez
a84af23e7e [e2e] Mobile budget menu modal VRT (#3583) 
* Initial tests

* Mobile budget menu tests

* Fix + release notes

* Apply budget template test

* Fix test

* Fix category menu modal test

* Cleanup balance menu modal test

* Cleanup budget summary tests

* Updates

* Fix flakiness

* Cleanup

* Update packages/desktop-client/src/components/mobile/MobileNavTabs.tsx

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

* Cleanup based on coderabbit

* Fix flaky mobile test

* Assert data-navbar-state attribute

* Fix lint

* Update playwright timeout

* Remove Budget mode toggle logic

* VRT

* Update VRT

* Dummy commit

* Remove expect in mobile-navigation

* Update VRT

* Dummy commit to rerun GH actions

---------

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
 2025-01-21 20:08:40 -08:00
Matt Fiddaman
90dc050102 🌍 improve translation strings - part 2 (#4154) 2025-01-21 16:40:37 +00:00
Joel Jeremy Marquez
9d63b23463 [Mobile] Show undo notification when updating category budget (#4181) 
* [Mobile] Show undo notification when updating category budget

* Release notes

* Update VRT

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
 2025-01-18 23:57:23 -08:00
Julian Dominguez-Schatz
99724f611c Add language setting (#4112) 
* Add language global pref

* Add setting to control language

* Add release notes

* Update VRT

* Wrap missed strings in `t`

* Update VRT

* [placeholder] Bump CI

* Fix crash on old language file

* Fix loading wrong language

* Update packages/desktop-client/src/i18n.ts

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

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
 2025-01-17 12:39:16 -05:00
rodriguestiago0
626e7973ac Add YTD and last year to Reports headers (#4019) 
* Add YTD and last year to Reports headers

* Add release note

* lint

* fix end date picker

* remove debugger

* Update VRT

* Update VRT

* Fix year to date and last year

* remove debugger

* pr comments

* fix small size

* Update VRT

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
 2025-01-17 09:48:44 +00:00
Matt Fiddaman
2a275b3821 Fix schedule actions not applying and schedules paid the same day not showing (#4171) 
* fix schedule actions and schedules paid on current day not displaying

* note

* change wording of post/skip actions
 2025-01-16 20:16:41 +00:00
Matt Fiddaman
5fc3e2ea47 Fix inconsistent legend coloring in custom reports (#4162) 
* fix inconsistent legend colouring in custom reports

* note

* Update VRT

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
 2025-01-15 21:25:55 +00:00
Matt Fiddaman
bec841932d Add sorting option to custom reports (#4141) 
* support sorting data in custom reports

* disable on unsupported report types

* db migration

* note

* typecheck

* split out sorting function and support complete sorting of nested data

* Update VRT

* fix defaults

* Update VRT

* always allow sorting on data tables

* Update VRT

* coderabbit

* migration: populate sort_by for existing reports

* automagically reverse sort direction, add options for alphabetical and budget sort order

* Update VRT

* fix migration

* default sorting options for different report types

* revert vrt

* Update VRT

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
 2025-01-13 22:11:51 +00:00
Matt Fiddaman
6111f94b51 Sort barchart data (#4072) 2025-01-08 17:52:51 +00:00
Matt Fiddaman
39cfa11b25 🌍 improve translation strings - part 1 (#4041) 2025-01-07 18:47:13 +00:00
gabe
8f66605994 add buttons for combined-account transaction pages on mobile (#3734) 
* add buttons for combined-account transaction pages (#2333)

* add release note for #3734

* add accessibility label to mobile combined-account header button

* increase touch targets for combined-account buttons

* remove highlight color and add bounce to header buttons

to match the feel of the other account buttons

* update vrt screenshots for actualbudget#3734
 2025-01-06 16:18:54 -08:00
Julian Dominguez-Schatz
be5bfa275e Fix icon hover effect in transaction table (#4070) 
* Fix icon hover effect in transaction table

* Add release notes

* Add test
 2025-01-02 11:45:59 -05:00
Koen van Staveren
bd126b499b feat: now button at budget page (#3703) 
* feat: now button on budget

* Update VRT

* chore: change to icon

* chore: rename to today

* chore: fix not being centered on multiple months

* Update VRT

* Update VRT

* Trigger Build

* fix: keep now button with monthpicker not left

* Update VRT

* fix: center MonthPicker

* Update VRT

* Trigger Build

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
 2024-12-23 23:11:15 +01:00
lelemm
0b2c8ccd88 OpenId Implementation (#3878) 
* OpenId implementation

* Code rabbit auto generated code applied

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

* Code rabbit suggestions round 2

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

* fixes from code rabbit round 1

* fixes from code rabbit round 2

* change variable name

* code review round 3

* Update VRT

* small fix

* Update VRT

* linter

* app.tsx

* LoggedInUser

* UserAccess

* UserAccessHeader

* UserAccessPage

* UserAccessRow

* UserDirectory

* UserDirectoryHeader

* UserDirectoryPage

* UserDirectoryRow

* BudgetList

* Bootstrap

* Login

* OpenIdForm

* CreateAccountModal

* EditAccess

* EditUser

* GoCardlessInitialiseModal

* OpenIDEnableModal

* PasswordEnableModal

* SimpleFinInitialiseModal

* TransferOwnership

* AuthSettings

* fix hooks in EditUser

* enable electron openid login

* typecheck

* linter and typecheck fixes

* Update VRT

* small fix

* linter

* small changes for file owner name and a fix for privacyfilter in the username

* linter for merge

* change the entra url and changing the electron loopback url when built

* "logged in as" was showing when had no user

* linter

* linter²

* code review

---------

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: matt <matt@fiddaman.net>
 2024-12-23 09:46:22 -07:00
Joel Jeremy Marquez
219e139d55 Consistent accounts terminology (For budget / Budgeted --> On budget) (#3903) 
* Change for budget and budgeted terms to on-budget

* Release notes

* Update mobile account header

* Fix release notes

* Fix release note category

* Update VRT

* Rename variables

* Remove hyphens

* Show off budget

* Update VRT

* Dummy commit

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
 2024-12-10 15:15:44 -08:00
Matiss Janis Aboltins
fa8ff79208 ✨ (dashboards) piecharts - sorting and label spacing (#3855) 2024-12-07 13:29:40 +00:00
Julian Dominguez-Schatz
df7bc5d2f0 Fix a navigation bug and a crash from the account pages (#3932) 
* Don't crash when making a txn from the uncat page

* Always navigate consistently from the txn add/edit page

* Add release notes

* Attempt to fix functional tests

* Update VRT

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
 2024-12-06 08:34:20 +00:00
lelemm
5e7538fde3 ✨ 'hasTags' should show only for notes (#3902) 
* 'hasTags' should show only for notes

* md

* Update VRT

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
 2024-12-05 15:38:10 -08:00
Joel Jeremy Marquez
c5411518c4 Use strict typing in useSheetValue and fix bug where query is not being updated when changed (#3864) 
* Use strict typing in useSheetValue and fix bug where query is not being updated when changed

* Release notes

* Update VRT

* Fix regression

* Update VRT

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
 2024-11-21 16:01:09 -08:00
Matiss Janis Aboltins
688de5f604 ✨ (dashboards) release as first party feature (#3856) 2024-11-20 08:31:54 +00:00
Joel Jeremy Marquez
881410bc74 Fix wrong scheduled transfer payment direction on PWA (#3402) 
* Fix #3230

* Release notes

* Rename hook function

* [chore] Comment

* Coderabbit feedback

* Fix loading states

* Code rabbit

* No payee text

* Update VRT

* Update release notes

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
 2024-11-19 13:57:40 -08:00
Matiss Janis Aboltins
23bb89b96e ✨ release tracking budget feature (#3833) 2024-11-18 22:41:50 +00:00
Joel Jeremy Marquez
18f538c54b Convert Mobile Transaction component to TransactionListItem + cleanup (#3761) 
* Migration mobile Transaction component to TransactionListItem + cleanup

* Release notes + yarn install

* Fix style

* Padding changes + VRT

* Update useScrollListener

* Code rabbit feedback

* Do not show loading on preview transactions
 2024-11-18 06:38:08 -08:00
Joel Jeremy Marquez
e170c0d274 Fix mobile navigation tabs expanding/collapsing when scrolling in modals (#3731) 
* Update scroll provider so that it only captures the scroll on div container and not the whole window

* Fix lint + release notes

* Rewrite useScroll to be more performant by being ref based instead of state to avoid re-renders when scrolling

* Check undefined

* Rename to useScrollListener

* Remove small 1px gap under mobile nav tabs when fully open

* Cleanup

* Fix lint

* Coderabbit feedback
 2024-11-17 12:23:05 -08:00
Joel Jeremy Marquez
3cefd98ce9 useTransactions hook to simplify loading of transactions (#3685) 
* useTransactions hook to load transactions

* Release notes + lint fix

* Update useQuery

* useTransactions update

* Stabilize tests

* Fx flaky test

* Fix tests

* Fix tests

* Update queries

* Apply coderabbit suggestions

* Fix onlySync

* Update useTransactions

* Code rabbit suggestions

* useTransactionsSearch hook

* Debounce the useTransactionsSearch search method

* usePreviewTransactions debounce fix

* Fix lint

* Coderabbit feedback + make useSchedules consistent with query pattern used in useTransactions

* Code review feedback and improve schedules loading

* Update error handling

* Cancel debounce on unmount

* Fix lint

* set loading state on error

* Fix test

* VRT

* Revert VRT

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
 2024-11-11 22:41:42 -08:00