Commit Graph

1866 Commits

Author SHA1 Message Date
Matt Fiddaman
14426b64fd fix live report time ranges (#5790)
* fix live range

* note

* use latest of currentMonth/latestTransaction

* [autofix.ci] apply automated fixes

* standardise card code

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-09-25 19:16:40 +01:00
Matiss Janis Aboltins
28caf8eaf9 Add data-1p-ignore to transaction amounts (#5783) 2025-09-24 17:15:16 +01:00
Joel Jeremy Marquez
ca5378c0e8 Optimize scroll provider and replace usage of debounce package with lodash's debounce (#5750)
* Optimize scroll provider and replace usage of debounce package with lodash's debounce

* Coderabbit suggestions
2025-09-23 15:59:55 -07:00
youngcw
08b5b7fdc7 add limit template type (#5775)
* add limit template

* use null to match other tempaltes

* add in directive

* handle no limit preset

* limit periods aren't optional

* make start field the right type

* fix test

* fix looping

* remove unneeded comment
2025-09-23 14:34:36 -07:00
Matiss Janis Aboltins
67c0b6911b Mobile payees: click handlers (#5776) 2025-09-23 22:18:37 +01:00
Matiss Janis Aboltins
b0321ee265 refactor: update table and import transactions modal components (#5770) 2025-09-23 16:49:03 +01:00
milanalexandre
753a105b3d [WIP] [FIX] Translate Schedule '(No payee)' (#5777) 2025-09-22 22:56:41 +01:00
Matiss Janis Aboltins
5a888d44b9 Create mobile payees list page (#5767) 2025-09-22 18:56:57 +01:00
thromer
7a4799de94 Avoid repeated calls to payee.find in useDisplayPayee.ts (#5761) 2025-09-22 16:26:14 +01:00
Matiss Janis Aboltins
6e96b81799 fix: add minimum width to value editor in ConditionEditor component (#5766) 2025-09-22 12:04:43 +01:00
milanalexandre
f89d4fd13d [FIX] Translate 'Off budget' and 'Transfer' (#5765)
* translate transaction edit modal (mobile)

* add relese note

* fix warn

---------

Co-authored-by: Alex <Alex>
2025-09-22 09:42:03 +01:00
Çağdaş Şenel
6b99497d5d feat(reports): extend report end date to the latest transaction date (#5753)
* add get-latest-transaction function to extend end dates beyond today

* add release notes

* yarn lint

* fix dateEnd and lint warnings

* change getFullRange to return all months

* Update upcoming-release-notes/5753.md

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

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-09-21 13:28:08 +01:00
Matt Fiddaman
5f5457b226 fix scrolling inside modal with an input that autofocuses (#5752) 2025-09-20 20:03:01 +01:00
Joel Jeremy Marquez
8ae070ab12 React Compiler (#5562)
* Highlight first suggestion when searching instead of the split option

* Fix error

* Try out react compiler

* Fix typecheck errors

* Increase --max-old-space-size

* Increate --max-old-space-size in package-browser

* Update config and versions

* [autofix.ci] apply automated fixes

* [autofix.ci] apply automated fixes (attempt 2/3)

* Update versions

* Fix typecheck errors

* Revert some changes

* Implement react compiler to take advantage of some performance improvements

* Fixes

* Remove unused packages

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-09-19 14:28:16 -07:00
Stephen Brown II
f4419b96de Dynamic currency display options (#5744) 2025-09-19 17:06:21 +01:00
passabilities.eth
e30a38ced8 [Feature] Account Net Worth Graph (#5037)
* show net worth graph for each account page

* add release notes

* hide filter button

* fix lint

* import ReactNode type

* find selected accounts based on accountId param

* remove breaks

* can toggle account page net worth graph

* Improves account balance history graph
Refactors the balance history graph to improve its data fetching and rendering.

Removes the `selectedAccounts` state and related logic from the Account component, simplifying its state management. The `accountId` is now passed directly to the BalanceHistoryGraph.

Moves the BalanceHistoryGraph component to the accounts directory and removes the redundant BalanceHistoryGraph in the sidebar.

Updates the queries to directly use the accountId for filtering transactions, leading to more efficient data retrieval.

* mv

* min width and height only for sidebar

* move toggle chart button to account menu

* add fill gradiant to chart

* fix maxWidth

* fix chart hover offset

* responsive graph aspect ratio

* auto hide chart on short view

* revert balance position

* auto hide chart on 15% height

* remove chart boolean from internal state

* Implement account-specific net worth chart preferences

Replaced global net worth chart visibility preference with account-specific preferences. Updated components to use the new dynamic preference keys and added a toggle option in the account menus for better user customization.

* lint

* fix account groups

* Update VRT

* bump

---------

Co-authored-by: youngcw <calebyoung94@gmail.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-09-18 13:32:21 -07:00
Michael Süssemilch
98b91cfb8d fix: make sure cumulative value can not be undefined (#5738)
* fix: make sure cumulative value can not be undefined, which results in NaN

* doc: add release notes
2025-09-18 08:20:57 -07:00
Josh Woodward
942d3ea4d5 Schedules with the same amount and date are now handled properly (#5414)
* minor typescript updates

* [autofix.ci] apply automated fixes

* more typescript changes

* [autofix.ci] apply automated fixes

* Another typescript

* fixes

* [autofix.ci] apply automated fixes

* fixed test

* [autofix.ci] apply automated fixes

* renaming a few things

* [autofix.ci] apply automated fixes

* a test

* test 2

* [autofix.ci] apply automated fixes

* test 3

* attempting to add a new test

* [autofix.ci] apply automated fixes

* test update

* additional typing.

* [autofix.ci] apply automated fixes

* Testing first item again

* [autofix.ci] apply automated fixes

* temporarily adding logging

* [autofix.ci] apply automated fixes

* only running rules within a schedule if exists

* swapping if

* removing unused import

* [autofix.ci] apply automated fixes

* [autofix.ci] apply automated fixes (attempt 2/3)

* fixing typecheck

* updated test

* [autofix.ci] apply automated fixes

* Updated screenshots

* further test fixing

* changing test order

* [autofix.ci] apply automated fixes

* Almost there

* new images

* tests may be flaky

* just one image

* 🙏

* 🙏 🙏

* removing all images

* Revert "removing all images"

This reverts commit 4492cb7080.

* small order change

* [autofix.ci] apply automated fixes

* Update VRT

* Update packages/desktop-client/e2e/schedules.test.ts

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

* reverting unrelated changes

* [autofix.ci] apply automated fixes

* Reverting one other typescript change

* testing completing 1 schedule

* Update VRT

* release wrote rewrite

* Making sure rule application is saved

* Cleaning up get function

* prettier and null catch

* Removed now unused schedule type

* Better falling back if rule / schedule no longer exists

* linting

* Better typing for db request

* camel case to make code rabbit happier

* slightly more accurate comment

* [autofix.ci] apply automated fixes

* Running other rules when linked rule runs

* lint / prettier

* one more lint

* Update 5414.md

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
2025-09-16 20:12:31 -07:00
Matiss Janis Aboltins
3c9b70df79 Integrate responsive design for RecurringSchedulePicker component (#5733) 2025-09-16 21:33:30 +01:00
milanalexandre
5c18b53888 [fix] make the StatusLabel text appear on a single line (#5736)
* make the StatusLabel text appear on a single line

* add relese note

---------

Co-authored-by: Alex <Alex>
2025-09-16 13:30:39 -07:00
jgeneaguilar
e4c3d4e12a Fix AccountMenu popover in Italian (#5734) 2025-09-16 16:54:35 +01:00
Michael Clark
91b838c539 🔔 Add setting to disable update notifications (#5725)
* add setting to disable update notifications

* release notes

* fix dependency array

* Update packages/loot-core/src/server/preferences/app.ts

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

* moving latest version info into app state to prevent needless calls to external api

* fix release note

* Update VRT

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-09-15 09:12:24 +01:00
Joel Jeremy Marquez
9eb0e04c6a [Maintenance] Remove raw variables in render (#5718)
* Remove usage of raw variables in renders

* Release notes

* Update status

* Fix typecheck error
2025-09-12 15:26:09 -07:00
Joel Jeremy Marquez
14bf3d611c [Maintenance] Remove usage of a raw variable in CategoryAutocomplete component (#5686)
* Remove usage of a raw variable in CategoryAutocomplete component

* Cleanup

* Fix typecheck error

* Fix typecheck error

* Highlight first suggestion when searching instead of the split option

* Fix error

* Fix special item highligted index
2025-09-12 15:25:52 -07:00
Joel Jeremy Marquez
34b6599da3 Re-design mobile accounts page to better match the transactions and budget tables/list + add all accounts page (#5610)
* Re-design mobile accounts page to better match the transactions and budget tables/list + add all accounts page

* [autofix.ci] apply automated fixes

* Update to "All accounts" to match desktop text

* Update prop

* Update VRT

* Increase height

* Update VRT

* Update UI

* Update VRT

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Julian Dominguez-Schatz <julian.dominguezschatz@gmail.com>
2025-09-11 09:17:07 -07:00
Evan Smith
bc1cd9023c Remove auto-scrolling behavior when editing split transactions on mobile (#5572)
* Remove behavior to auto scroll to transaction with 0 amount

* Add release notes
2025-09-11 16:26:21 +01:00
dependabot[bot]
5ae9176f5e Bump vite from 6.3.5 to 6.3.6 (#5707)
* Bump vite from 6.3.5 to 6.3.6

Bumps [vite](https://github.com/vitejs/vite/tree/HEAD/packages/vite) from 6.3.5 to 6.3.6.
- [Release notes](https://github.com/vitejs/vite/releases)
- [Changelog](https://github.com/vitejs/vite/blob/v6.3.6/packages/vite/CHANGELOG.md)
- [Commits](https://github.com/vitejs/vite/commits/v6.3.6/packages/vite)

---
updated-dependencies:
- dependency-name: vite
  dependency-version: 6.3.6
  dependency-type: direct:development
...

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

* note

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-09-11 16:19:48 +01:00
Joel Jeremy Marquez
2ed908aff4 Remove usage of a raw variable in Account component (#5684) 2025-09-11 08:13:24 -07:00
youngcw
25c83eb64d Add bank sync option to only import balance (#5711)
* add investment account setting

* note

* disable other options if enabled

* handle 0 balance

* Update packages/loot-core/src/server/accounts/sync.ts

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

* [autofix.ci] apply automated fixes

* dont exit early

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-09-11 07:15:57 -07:00
Nalin Gupta
d2cfedf5e4 Fixes #5674 mark transfer issue (#5696)
* Fixes #5674 mark transfer issue

* [autofix.ci] apply automated fixes

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-09-09 20:32:55 -07:00
Shalan
00a4cfcabf feat: add EGP and SAR currencies to supported list (#5698)
* feat: add EGP and SAR currencies to supported list

* add release notes for currency support

* use yarn generate:release-notes to fix release notes

* Rename file with PR number 5698
2025-09-08 08:04:55 -07:00
Matiss Janis Aboltins
b399f290a6 Add ErrorBoundary around Modals and updating FatalError modal behavior. (#5649)
Fix #4703
2025-09-07 19:14:31 +01:00
Joel Jeremy Marquez
bbf91ccbca [Maintenance] Remove usage of a raw variable in PayeeAutocomplete component (#5687)
* Remove usage of a raw variable in PayeeAutocomplete component

* Add note on 100 payees limit
2025-09-05 12:26:44 -07:00
Joel Jeremy Marquez
58bc14e1b3 Optimize usage of useScrollListener and useTransactionsSearch (#5690) 2025-09-05 12:26:05 -07:00
Joel Jeremy Marquez
de2966a06c [Maintenance] Remove usage of a raw variable in AccountAutocomplete component (#5685)
* Remove usage of a raw variable in AccountAutocomplete component

* Remove usage of a raw variable in CategoryAutocomplete component

* Release notes

* Fix typecheck error

* Fix typecheck errors

* Remove CategoryAutocomplete changes
2025-09-05 11:21:59 -07:00
Michael Süssemilch
90b859fd74 feat(currency): add BRL, JMD, RSD, RUB, THB and UAH (#5653)
* feat: add BRL, JMD and THB currencies

* feat: add RSD, RUB and UAH
2025-09-05 10:57:29 -07:00
biolan
fafcee071d Add Romanian and Moldovan currency (#5688)
* * add Romanian Leu currency

* add Moldovan Leu currency

* Add release note

* * Add release note

* * one line release note

---------

Co-authored-by: biolan <admin@biolan.dev>
2025-09-05 07:05:56 -07:00
Bernardo Jordão
ed40901534 Fix range calculator on the MonthPicker component (#5622)
* fix month range

* release notes

* use floor() to match e2e tests
2025-09-05 06:41:23 -07:00
Julian Dominguez-Schatz
338093836b Add tools to migrate/un-migrate to/from UI automations (#5624)
* Add helper to render automations to template notes

* Add modal to un-migrate from the automations UI

* Add import warning to automations modal

* Add release notes

* Use CSSProperties type from React directly
2025-09-05 07:32:17 -04:00
Julian Dominguez-Schatz
5459b8baca 🔖 (25.9.0) (#5663)
* 🔖 (25.9.0)

* Remove used release notes

* Empty commit to bump CI

* Add release notes for PR #5663

* Remove AI-generated release note

---------

Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-09-03 19:27:22 -04:00
Julian Dominguez-Schatz
073d91a7b7 Fix income modal balance not showing (#5659)
* Fix income modal balance not showing

* Add release notes
2025-09-02 10:02:44 -04:00
milanalexandre
23f1bae7db [fix] Adjust modal styles and text wrapping in TransactionError (#5634)
* adaptive size of the modal

* add relese note

---------

Co-authored-by: Alex <Alex>
2025-08-27 13:24:31 -04:00
Matiss Janis Aboltins
6c6d8931bb Release Pluggy bank-sync integration (#5628) 2025-08-26 18:17:20 +01:00
Matiss Janis Aboltins
e8d93fb797 Implement responsive DateSelect component for mobile view (#5607) 2025-08-22 22:13:16 +01:00
Joel Jeremy Marquez
6790f99de2 [Mobile] Show uncategorized/overspending totals on budget banners (#5605)
* [Mobile] Show uncategorized/overspending totals on budget banners

* Cleanup

* Update VRT

* Coderabbit feedback

* Remove console.log

* Rename release notes

* Use Array.from

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-08-21 21:26:55 -07:00
Joel Jeremy Marquez
68f0b05aed [Redux] Rename queriesSlice to transactionsSlice (#5598)
* Move getAccountsById to accountsSlice

* [autofix.ci] apply automated fixes

* [Redux] Rename queriesSlice to transactionsSlice

* Fix import

* Release notes

* Remove nonexistent saved state

* [autofix.ci] apply automated fixes

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-08-21 18:16:43 -07:00
Joel Jeremy Marquez
c954d3924e [Redux] Move tags states from queriesSlice to tagsSlice (#5597)
* Update packages/desktop-client/src/queries/queriesSlice.ts

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

* [autofix.ci] apply automated fixes

* Move getAccountsById to accountsSlice

* [autofix.ci] apply automated fixes

* [Redux] Move tags states from queriesSlice to tagsSlice

* Fix lint + release notes

---------

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-08-21 15:31:06 -07:00
Matiss Janis Aboltins
102c6eaff6 Enhance responsiveness of GenericInput in RuleEditor component for mobile devices (#5601)
* Enhance responsiveness of GenericInput in RuleEditor component for mobile devices

* Refactor ActionEditor layout in RuleEditor component for improved responsiveness

- Adjusted styles for the View components to enhance layout flexibility.
- Ensured the GenericInput component maintains appropriate minimum width based on method type.
- Updated Stack component to prevent shrinking, improving overall UI consistency.
2025-08-21 22:17:17 +01:00
Joel Jeremy Marquez
21105fc25b [Redux] Move category states from queriesSlice to budgetSlice (#5593)
* Update packages/desktop-client/src/queries/queriesSlice.ts

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

* [autofix.ci] apply automated fixes

* Move getAccountsById to accountsSlice

* [autofix.ci] apply automated fixes

* Fix merge error

* [autofix.ci] apply automated fixes

* [Redux] Move category states from queriesSlice to budgetSlice

* Move getCategoriesById to budgetSlice + fix lint

* Fix lint

* [autofix.ci] apply automated fixes

* Fix typecheck

* Add new slices to boundActions

---------

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-08-21 14:15:30 -07:00
Matiss Janis Aboltins
c69142f58e Refactor schedule handling in ManageRules component (#5600)
- Updated the ManageRules component to use ScheduleEntity type for schedules.
- Improved the describeSchedule function to include type annotations for better clarity.
- Added a conditional check to handle cases where the schedule may not exist, ensuring robust functionality.
2025-08-21 20:09:21 +01:00