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 e73ac75cb356990fd6fecalebyoung94@gmail.com >
2024-06-11 20:07:19 +01:00
Robert Dyer
06f9db06b0
Fix amounts over 1 million cutting off ( #2812 )
...
* Fix amounts over 1 million cutting off.
* Update VRT
* Update VRT
* update VRT
2024-06-10 11:44:38 -07:00
Joel Jeremy Marquez
1c7d9bf141
[Mobile] Budget table revamp ( #2642 )
...
* Initial
* Add cheveron to logo
* Updates
* Release notes
* Fix typecheck error
* Fix build error
* Align budgeted
* Fix tests
* Dynamic font sizes in budget table cells
* VRT
* Apply AutoTextSize
* Layout updates
* VRT updates
* Resize text on value update + fix lint/typecheck errors
* Category/groups take full width
* Cleanup + VRT
* Feedback
* VRT
* Change column visibility indicator
* VRT
* Use SvgExpandArrow
* VRT
* Zero balance contrast on light mode
* Update AutoTextSize key
* Color updates
* VRT
2024-06-04 13:16:09 -07:00
Stefan Hall
6d117f44de
Support nynab imports that have ( #2817 )
...
- category groups called income
- categories called income
2024-06-04 10:33:28 -07:00
Julian Dominguez-Schatz
7d960579f9
Release 'Splits in rules' feature ( #2789 )
...
* Release 'Splits in rules' feature
* Add release notes
* Add missed comment
* Remove unused import
* Fix failing test
2024-06-03 07:39:57 -07:00
Neil
1195af76a6
Filter Balance fix ( #2777 )
...
* filterQuery
* notes
* update
* lint fix
* VRT
* fix account filter
* VRT
---------
Co-authored-by: youngcw <calebyoung94@gmail.com >
2024-05-29 19:33:49 +01:00
Joel Jeremy Marquez
b11a3dc267
[Mobile] Require account in mobile transaction entry + confirm transaction delete ( #2753 )
...
* Require account in mobile transaction entry + confirm transaction delete
* Release notes
* VRT
* VRT
2024-05-16 09:31:23 -07:00
Joel Jeremy Marquez
e3b4c3f559
Page enhancements - add page headers to mobile reports ( #2733 )
...
* Refactor Page component and use in report pages
* Release notes
* Fix typecheck error and budget table background
* Update pages
* VRT updates
* Reports page data-testid
* VRT updates
* Updates
* VRT
* Paddings
* Put create new custom report in page header
* Cleanup
* Feedback
* VRT
* Fix graph sizes in mobile
* Update flex grow
* VRT
2024-05-15 13:27:48 -07:00
Matiss Janis Aboltins
392f8085c1
♻️ (tooltip) refactoring to react-aria (vol.4) ( #2724 )
2024-05-15 08:35:38 +01:00
Neil
98d4cf450e
Filters icon ( #2729 )
...
* filter icon change
* VRT
* notes
* lint fix
2024-05-08 22:23:28 +01:00
Matiss Janis Aboltins
f73f6c7f0d
♻️ (tooltip) refactoring to react-aria (vol.3) ( #2631 )
2024-05-07 17:18:51 +01:00
Matiss Janis Aboltins
703c319f7f
♻️ hide theme selector in prod ( #2671 )
2024-04-27 21:25:45 +01:00
Joel Jeremy Marquez
164dd399b0
[Mobile] Add amount colors to mobile accounts and transaction list ( #2665 )
...
* Add amount colors to mobile transaction list
* Release notes
* Fix lint error
* Add amount colors to mobile accounts page
* VRT updates
2024-04-25 19:30:26 -07:00
Neil
469c789c14
Mobile reports ( #2624 )
...
* mobile reports
* notes
* header updates
* hide tooltip in mobile view
* visual updates
* padding changes
* VRT
* bottom padding
* merge fixes
* VRT
* unselectable
* merge fixes
2024-04-24 16:08:02 +01:00
Wizmaster
6ec3728280
Fix reconciling split translations from nYNAB import creates orphan transfers ( #2502 )
...
* Reconciling split translations from nYNAB import creates orphan transfers
- Fixed link between subtransaction transfers and transaction transfers
- Reworked payee transaction and subtransaction import
* Reconciling split translations from nYNAB import creates orphan transfers
- Added release note
* Reconciling split translations from nYNAB import creates orphan transfers
- Reworkd data.transactions and data.subtransactions loops
* Reconciling split translations from nYNAB import creates orphan transfers
- Added comments
---------
Co-authored-by: DJ Mountney <david@twkie.net >
2024-04-23 18:16:33 -07:00
Joel Jeremy Marquez
53b5f3a0fc
Consistent modal paddings ( #2571 )
...
* Update autocomplete types
* Remote optional type
* Improve SingleInputModal
* Fix lint error
* Update modal paddings
* Release notes
* Update release notes
* Update default Modal padding and style
* VRT update
* VRT
* VRT
2024-04-22 10:50:29 -07:00
Joel Jeremy Marquez
3ec4ef71c6
[Mobile] Update mobile labels to be sentence case + add labels to mobile budget and balance modals ( #2627 )
...
* Mobile UI updates
* Release notes
* VRT updates
* Midnight VRT
2024-04-22 08:41:16 -07:00
Stefan Hall
464c9de6fb
Add VRT test for validating that split transaction rules work as expected ( #2604 )
...
* Add UI test for validating that split transaction rules work as expected
* Apply suggestions from code review
Renames split-transactions-add to add-split-transactions
Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com >
* Define id for finding splitactions on the page wher its used
---------
Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com >
2024-04-22 08:15:43 -07:00
Joel Jeremy Marquez
7313cf722d
[Maintenance] Add midnight theme VRT screenshots ( #2619 )
...
* Add midnight theme VRT screenshots
* Release notes
* Midnight VRT screenshots
* Update packages/desktop-client/playwright.config.js
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv >
* VRT
---------
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv >
2024-04-21 21:49:03 -07:00
Joel Jeremy Marquez
85affae70f
[Maintenance] Fix slow/flaky VRT test ( #2634 )
...
* Reduce iterations on schedule test
* Release notes
* Set longer timeout
2024-04-19 14:06:21 -07:00
Joel Jeremy Marquez
5f77b87b07
[Mobile] Add negative/positive colors to mobile transaction amount input ( #2628 )
...
* Add colors to mobile transaction amount input
* VRT updates
* Release notes
2024-04-18 21:03:38 -07:00
Joel Jeremy Marquez
407ad4deee
[Mobile] Budget month notes and budget action menu ( #2610 )
...
* Budget month menus
* Release notes
* Update vrt and fix lint
* Merge budget month modals into one modal
* Fix typecheck error
* VRT updates
* Update modal triggers
* VRT updates
* Adjust budget month modals size
* Fix lint error
* Remove excess padding
* Use modal padding prop
2024-04-18 10:36:23 -07:00
Joel Jeremy Marquez
19bcfbe6e9
[Mobile] Collapsible budget groups ( #2611 )
...
* Mobile collapsible budget groups
* Release notes
* VRT updates
* No tap highlight when clicking collapse/uncollapse button
* Income group no tap highlight
* No highlight on hover
2024-04-16 13:26:23 -07:00
Adam
a2c1c2dea6
Change default theme from light to the system's default theme ( #2544 )
...
* Change Actual default theme to System Default
* Add release notes
* Update release notes
* update vrt
---------
Co-authored-by: youngcw <calebyoung94@gmail.com >
2024-04-16 13:14:20 -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
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
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
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
Joel Jeremy Marquez
5ee7d336ef
Autocomplete changes related to mobile modals PR ( #2500 )
...
* Autocomplete changes related to mobile modals PR
* Release notes
* Fix lint error
* AccountDetails
* Code review updates
2024-03-25 08:23:29 -07:00
Wizmaster
501c6a02cc
Import locked transactions from nYNAB ( #2474 )
...
* Import locked transactions from nYNAB
* Import locked transactions from nYNAB
- Adding PR release note
2024-03-20 08:13:01 -07:00
Daniel Gale-Rosen
f51376a4a5
Increase minimum cleared column width ( Fix #2341 ) ( #2462 )
...
* increase minimum cleared column width
* add release notes
* update snapshots
2024-03-17 21:25:14 -07:00
DJ Mountney
8827169bfa
Fix flaky transfer e2e test ( #2434 )
...
* Fix flaky transfer e2e test
- If tests ran too fast, the transactions wouldn't finish rendering
before the select of the transactions was attempted.
* Add release note
2024-03-07 13:02:42 -08:00
CampaniaGuy
90eaf2ba17
[WIP] Implement "pill gesture" icon in navigation bar on Mobile view for better UX ( #2419 )
...
* Fix mobile UX, issue #2079
* upcoming-release-notes
* Fix navigation bar buttons not fully displayed
* pill size changed, exported nav bar height
* Edit navigation bar const
Edit nav bar pill color
* Removed export
* Fixes release notes
* Fixed formatting
* Fix mobile UX, issue #2079
* upcoming-release-notes
* Fix navigation bar buttons not fully displayed
* pill size changed, exported nav bar height
* Edit navigation bar const
Edit nav bar pill color
* Removed export
* Fixes release notes
* Fixed formatting
* Test schedules and mobile images created
* Reverted schedules checks test images
2024-03-06 15:41:05 -07:00
Neil
a5fa0f3bb6
Show activity updates ( #2408 )
...
* Show activity changes
* notes
* adjust filter loading
* switch back
* adjust test
* lint fix
* budget test
* lint fix
* Filtered Balance
* flicker fix
* VRT updates
* remove test variables
* default category
* categoryId separated
2024-03-06 22:37:28 +00:00
DJ Mountney
66261641a0
Add option to make a transfer from two selected transactions ( #2398 )
...
* Adds option to make a transfer from two selected transactions
- Transactions amount must match
- Transactions must be from different accounts
- Split transactions not eligible
2024-03-03 13:34:08 -08:00
Neil
40296dc876
Custom reports updates ( #2386 )
...
* 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
* update
* fixes
* fixes
* create button fix and rename card fix
* Title change
2024-03-01 18:41:32 +00:00
youngcw
e1f805b9c9
schedule default amount ( #2360 )
...
* schedule default amount
* note
* vrt
2024-02-20 10:07:18 -07:00
DHRUV RAMDEV
422996f8a7
fix: Margin when editing account on desktop ( #2286 )
...
* fix: Margin when editing account on desktop
* add release notes
* increase margin
* Update regression tests
* fix: Reduce padding in other areas
* update snapshots
2024-02-15 10:34:23 -08:00
Joel Jeremy Marquez
08cbdab2a1
Hooks for frequently made operations ( #2293 )
...
* Hooks for frequently made operations
* Release notes
* Fix typecheck errors
* Remove useGlobalPrefs
* Add null checks
* Fix showCleared pref
* Add loaded flag for categories, accounts and payees state
* Refactor to reduce unnecessary states
* Fix eslint errors
* Fix hooks deps
* Add useEffect
* Fix typecheck error
* Set local and global pref hooks
* Fix lint error
* VRT
* Fix typecheck error
* Remove eager loading
* Fix typecheck error
* Fix typo
* Fix typecheck error
* Update useTheme
* Typecheck errors
* Typecheck error
* defaultValue
* Explicitly check undefined
* Remove useGlobalPref and useLocalPref defaults
* Fix default prefs
* Default value
* Fix lint error
* Set default theme
* Default date format in Account
* Update packages/desktop-client/src/style/theme.tsx
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv >
---------
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv >
2024-02-12 07:07:44 -08:00
Matiss Janis Aboltins
d6f610a326
✨ added 'show/hide balance' button to cash flow report ( #2322 )
2024-02-08 08:12:36 +00:00
jaarasys-henria
86007e392f
[Enhancement] Make transaction list sortable by cleared status ( #1994 )
2024-02-06 15:07:36 -07:00
youngcw
43ebe9e0fd
fix bad account sort order in demo ( #2279 )
...
* fix bad sort order in demo
* note
* add async back
* fix tests
* fix2
* fix3
* update vrt
* fix image
2024-01-26 09:12:54 -07:00
Matiss Janis Aboltins
a4e97e0070
♻️ refactored cash-flow report from victory to recharts ( #2260 )
2024-01-22 08:34:51 +00:00
HansiWursti
8b968579b1
Proposal - Disable Save Button in Mobile Transaction View if field is edited ( #2214 )
...
* Disable SaveButton if field is edited
* Add Release Notes and fix VRT
2024-01-12 08:57:22 -08:00
