Commit Graph

2941 Commits

Author SHA1 Message Date
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* updated link which was no longer valid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
lelemm
a8d41e88a5 🐛 Fix for returnUrl in OpenID auth (#4836)
* Fix for `returnUrl` in OpenID auth

* md

* change md number
2025-04-17 13:03:21 -03:00
Roger Goldfinger
62ab6a12e8 Revert "Reload on all redirects to handle Cloudflare Access auth expiration (…" (#4835) 2025-04-17 11:02:21 -04:00
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
dependabot[bot]
1bc87fb35a Bump http-proxy-middleware from 3.0.3 to 3.0.5 (#4832)
* Bump http-proxy-middleware from 3.0.3 to 3.0.5

Bumps [http-proxy-middleware](https://github.com/chimurai/http-proxy-middleware) from 3.0.3 to 3.0.5.
- [Release notes](https://github.com/chimurai/http-proxy-middleware/releases)
- [Changelog](https://github.com/chimurai/http-proxy-middleware/blob/master/CHANGELOG.md)
- [Commits](https://github.com/chimurai/http-proxy-middleware/compare/v3.0.3...v3.0.5)

---
updated-dependencies:
- dependency-name: http-proxy-middleware
  dependency-version: 3.0.5
  dependency-type: direct:development
...

Signed-off-by: dependabot[bot] <support@github.com>

* Add release notes

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Julian Dominguez-Schatz <julian.dominguezschatz@gmail.com>
2025-04-16 23:00:12 -04:00
Roger Goldfinger
2f5464c735 Reload on all redirects to handle Cloudflare Access auth expiration (#4706)
* Reload on all redirects

* Update index.ts

* Create release notes

* Update index.ts

* Update index.ts

* Update 4706.md

---------

Co-authored-by: Roger Goldfinger <roger@remind101.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-04-16 20:26:29 -04:00
Matt Fiddaman
c85769eb82 add support for longer running SimpleFIN transaction requests (#4780)
* SimpleFIN follow redirects

* release note
2025-04-16 19:17:27 -04:00
lelemm
a657021303 Do not count hidden categories in tracking budgets + cleanup table math (#4567)
* Alternative solution

* tests

* a bit better, but now categories can be weird

* working, I think

* almost there

* I was making it harder than it needed to be

* Update VRT

* note

* note

* Separating logic from envelope and report to keep envelope as it was

* Update VRT

* Removed checks for budgetType inside `envelope.ts` and `report.ts`

* changed code position in file

* linter

* handle initially hidden

* Fix for when tracking but is enabled

* total up everything

* Add tests for handling hidden categories and groups in budget totals

---------

Co-authored-by: youngcw <calebyoung94@gmail.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Kevin Gatera <kevin@deployitwith.me>
2025-04-16 18:43:21 -03:00
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
Michael Clark
31fe766a2b 🆕 Sync server as npm package (#4798)
* sync server as npm package

* yarn lock

* workflow

* fix yml

* fix script

* named job better

* imagine trusting an ai

* pack and publish separately

* v4 instead of v3 upload

* dependencies

* identifying the right package for uplaod

* updating references

* what

* i see

* here comes the glory

* aaaand here it comes

* perms

* hmm

* try changing scope

* owner is invalid for git so have to go to npm instead

* better names on workflow

* package the api too

* updates

* rename to play better with gitignore

* yarn

* better

* dont ignore me

* yarn

* readme

* readme

* release note

* typo

* updating to read package.json from fs rather than import to support more node versions

* more ai autocomplete more problems
2025-04-15 20:51:17 +01:00
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
Matiss Janis Aboltins
9489e2f3b4 🔧 added eslint auto-fix to the lint-staged step (#4757)
small DX improvement
2025-04-10 08:19:44 +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
Julian Dominguez-Schatz
e5d301c66b Fix bump versions script (#4740)
* Include sync-server in auto-bumped versions

* Fix version bump logic to work if the month has rolled over

* Add release notes
2025-04-08 18:34:31 -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
youngcw
6b22e7422b [Goals]: fix remove goals bug (#4749)
* fix remove goals bug

* note

* Update upcoming-release-notes/4749.md

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

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-04-08 08:16:28 -07:00
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
Michael Clark
140039ea1f :electron: Fix loot-core resolution (#4767)
* fix loot-core resolution

* fix loot core resolution in dev mode for electron
2025-04-08 15:54:43 +01:00
lelemm
afab6ee773 OPENID: Added option to create users on login (#4421)
* Added option to create users on login (openid)

* md

* added default value

* linter

* added validation to ACTUAL_USER_CREATION_MODE

* Merge

* linter

* fixes

* removed enchancement

* linter
2025-04-08 11:18:47 -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
Alec Bakholdin
91aa2ae47b 🐛 [Bug] Pinning sidebar doesn't persist on reload (#4733)
* Fixed pinning issue

* asyncStorage typing updates

* re-added awaits to savePreferences

* release notes

---------

Co-authored-by: Alec Bakholdin <abakho@icims.com>
2025-04-08 10:01:55 -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
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
Michael Clark
aba97e8b74 :electron: Remove ngrok from electron server embed (#4768)
* remove ngrok

* lock

* release notes
2025-04-07 22:19:10 +01:00
Michael Clark
1d6b70d160 :electron: Playwright test fixture (#4752)
* playwright test fixture

* release notes

* update snapshots

* test

* again

* same timeout as web client

* faster

* srsly

* Update VRT

* update test

* get rid of this test for now

* updating update-vrt

* speed it up a bit

* same timeout as desktop-client

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-04-06 18:56:08 +01:00
bddvlpr
a9047bfcd6 Add KBCBE (KBC_KREDBEBB) to banks with limited history (#4743) 2025-04-06 18:54:25 +01:00
Matiss Janis Aboltins
af03477d3a ♻️ (typescript) converted indexeddb to strict TS (#4672) 2025-04-06 15:09:37 +01:00
Matiss Janis Aboltins
c4b4108eca 🔧 improving typechecker and lint local performance (#4710) 2025-04-06 14:47:49 +01:00
Michael Clark
26ee3179e1 :electron: Playwright testing for electron (#4674)
* playwright testing for electron

* pipeline updates

* fix normal e2e scripts

* fix path to artifact

* listing out whats there

* attempt to fix ci

* umm

* again

* setting a viewport

* window size to be consistent across machine for tests

* now it work... Righhttt?

* hmm

* do it

* worflow

* will this work

* oops

* dont skip

* trust in the pipeline gods

* remove update snapshots, just do it in the pipeline

* change name of snapshot to account for os

* lint

* fix package script
2025-04-05 09:19:06 +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>
v25.4.0
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
dependabot[bot]
bbfa0093cd bump tar-fs from 2.1.1 to 2.1.2 (#4717) 2025-03-31 16:44:40 -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
e04ca554e2 🐛 Fix pluggy.ai foreigner currency transaction (#4712)
* Fix pluggy.ai foreigner currency transaction

* Trigger actions

* removed folder
2025-03-31 06:36:36 -03:00
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
Saahil Jaffer
45f9cc3c1d Fix for iss parameter missing from openid response (#4626)
* fix: iss missing from the response

* add release notes

* add parameter validation check

* remove additional validation

---------

Co-authored-by: lelemm <lelemm@gmail.com>
2025-03-26 16:50:13 -03:00