Commit Graph

3190 Commits

Author SHA1 Message Date
Karim Kodera
bc32f4fcde Document graph color variables for custom themes (#7011)
* Document graph color variables for custom themes

Added documentation for graph color variables in custom themes.

* [autofix.ci] apply automated fixes

* Update custom themes documentation for clarity

Clarify the impact of color palettes on custom report widget graphs and format the list of color variables.

* Update packages/docs/docs/experimental/custom-themes.md

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

* Fix color variable syntax in custom themes documentation

Updated color variable syntax for chart colors in documentation.

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Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2026-02-18 18:24:52 +00:00
Joel Jeremy Marquez
848eaadb0f Move redux state to react-query - payees states (#6880)
* Move redux state to react-query - account states

* Fix onbudget and offbudget displaying closed accounts

* Move redux state to react-query - payees states

* Add release notes for PR #6880

* Replace usage of logger in desktop-client with console

* Address feedback on adding default data to usePayees (#6931)

* Initial plan

* Add default data to usePayees usages using inline destructuring

Co-authored-by: joel-jeremy <20313680+joel-jeremy@users.noreply.github.com>

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Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: joel-jeremy <20313680+joel-jeremy@users.noreply.github.com>

* Fix imports

* Update empty payees list test

* Cleanup and simplify AccountEntity definition to fix `satisfies` syntax

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Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Copilot <198982749+Copilot@users.noreply.github.com>
Co-authored-by: joel-jeremy <20313680+joel-jeremy@users.noreply.github.com>
2026-02-18 17:04:26 +00:00
Joel Jeremy Marquez
9c4df27a8a Fix test using non-existent testid 2026-02-18 15:48:04 +00:00
Joel Jeremy Marquez
5ac2947342 Update useAccounts to return react query states (#7009)
* Fix redirect to accounts page when no accounts exists

* Add release notes for PR #7007

* Use isFetching

* Update useAccounts to return react query states (e.g. isPending, isFetching, etc.)

* Add release notes for PR #7009

* Delete upcoming-release-notes/7007.md

* Change category from Enhancements to Maintenance

Refactor `useAccounts` to improve data handling.

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Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-02-18 05:32:42 +00:00
Joel Jeremy Marquez
2aff508368 Use renderEmptyState 2026-02-18 00:12:52 +00:00
Joel Jeremy Marquez
5b63efaa10 Fix loading states 2026-02-17 22:59:15 +00:00
Joel Jeremy Marquez
da0154a41b Fix redirect to accounts page when no accounts exists (#7007)
* Fix redirect to accounts page when no accounts exists

* Add release notes for PR #7007

* Use isFetching

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Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-02-17 22:33:49 +00:00
Joel Jeremy Marquez
180a38890c Improve category server app and react query mutation error handling (#6958)
* Improve category server app and react query mutation error handling

* Add release notes for PR #6958

* Fix test

* Fix throwing async test

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

* Do not swallow exceptions when batching messages - propagate instead

* Update error type to make 'cause' optional

Make 'cause' property optional in error type.

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Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
2026-02-17 20:30:57 +00:00
Roy
d3f2f1f7ae Add reports to command bar (#7002)
* Add reports to command bar

* Add release notes
2026-02-17 20:03:44 +00:00
Karim Kodera
c7efb61b84 Add theming to charts and hence allowing custom themes on charts (#6909)
* Add theming to charts and hence allowing custom themes on charts

* Removing additional color scales for charts.

* Fixed return fail over value.
2026-02-17 20:00:21 +00:00
Joel Jeremy Marquez
673b5d241f Fix imports 2026-02-17 17:59:34 +00:00
autofix-ci[bot]
2223aa1c96 [autofix.ci] apply automated fixes 2026-02-17 17:44:56 +00:00
Joel Jeremy Marquez
ecc95084f5 Add useSchedule and Fix loading states 2026-02-17 17:44:56 +00:00
Joel Jeremy Marquez
089ad26419 Use isFetching instead of isPending 2026-02-17 17:44:56 +00:00
Joel Jeremy Marquez
0cd55d5f36 Use isFetching instead of isPending 2026-02-17 17:44:56 +00:00
Joel Jeremy Marquez
dcd0486f9a useSchedules and useScheduleStatus refetch on sync 2026-02-17 17:44:56 +00:00
Joel Jeremy Marquez
ca7ea8a896 Fix typecheck error 2026-02-17 17:44:56 +00:00
Joel Jeremy Marquez
a8f2cd6e36 Add sync and undo listeners for schedules to invalidate cache when updates are made 2026-02-17 17:44:56 +00:00
autofix-ci[bot]
8b2e114e99 [autofix.ci] apply automated fixes 2026-02-17 17:44:56 +00:00
Joel Jeremy Marquez
27030adf40 Use isPending instead of isLoading 2026-02-17 17:44:56 +00:00
Joel Jeremy Marquez
98a758c1b4 Use isPending instead of isFetching 2026-02-17 17:44:56 +00:00
Joel Jeremy Marquez
d9a18d03ee Update type of SchedulesProvider 2026-02-17 17:44:56 +00:00
Joel Jeremy Marquez
705b0f5d28 Fix typecheck error 2026-02-17 17:44:56 +00:00
Joel Jeremy Marquez
cea282f3bc Coderabbit: Use StatusTypes renamed to ScheduleTransactionStatus) instead of ScheduleStatusLabel 2026-02-17 17:44:56 +00:00
Joel Jeremy Marquez
c00db8ed95 Fix typecheck errors 2026-02-17 17:44:56 +00:00
Joel Jeremy Marquez
b02386d654 Move useScheduleStatus to a separate file 2026-02-17 17:44:56 +00:00
Joel Jeremy Marquez
27a43d6560 Add placeholderData to statuses query 2026-02-17 17:44:56 +00:00
Joel Jeremy Marquez
9e317b0a71 Separate useSchedules and useSchedulesStatus because not all callers of useSchedules use the status. This saves us some unnecessary queries. 2026-02-17 17:44:56 +00:00
Joel Jeremy Marquez
e3c178b89a Rename to ScheduleStatusMap and ScheduleStatusLabelMap to be clear that they are Maps 2026-02-17 17:44:56 +00:00
Joel Jeremy Marquez
478aac731e Update imports 2026-02-17 17:44:56 +00:00
Joel Jeremy Marquez
953c9fcf09 Retrofit useSchedules to use react-query under the hood 2026-02-17 17:44:56 +00:00
Pieter Ouwerkerk
d605d59d01 Add Tag API docs (#6979)
* Add Tag object type definition for API docs

* Add Tags nav entry to API reference sidebar

* Add Tags methods and examples to API reference
2026-02-17 15:54:25 +00:00
HadiAyache
f7227f4e62 Fix operator precedence grouping for */ and +/- (#6993)
* Fix operator precedence grouping for */ and +/-

* Add release note for #6993

* Fix exponent associativity and add regression test

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Co-authored-by: Hadi Ayache <hadiayache@Hadis-Mac-mini.local>
2026-02-17 09:23:15 +00:00
Joel Jeremy Marquez
253530e239 Retrofit dashboard hooks to use react-query (#6957)
* Retrofit useReports to use react-query under the hood

* Add release notes for PR #6951

* Update 6951.md

* Report mutations

* Fix react query cache not being cleared when switching budgets (#6953)

* Fix react query cache not being cleared when switching budgets

* React does not want to export function from src/index

* Release note

* Use react-query is dashboard queries and mutations

* Add release notes for PR #6957

* [autofix.ci] apply automated fixes

* Fix typecheck errors

* Coderabbit feedback

* Make error cause optional

* Rename useDashboardWidgetCopyMenu and update useDashboardWidget to accept object to prevent need to default id to empty string

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Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-02-16 22:26:32 +00:00
Julian Dominguez-Schatz
e8f6ceeb98 Address some more low-hanging fruit for ts-strict-ignore (#6992)
* Address some more low-hanging fruit for ts-strict-ignore

* Add release notes

* Fix small issues

* Rabbit
2026-02-16 15:30:27 +00:00
Matiss Janis Aboltins
c031d9aa4f fix(ios): restore status bar color on iOS 26.2 (Safari 26) (#6983)
* fix(ios): restore status bar color on iOS 26.2 (Safari 26)

Safari 26 no longer uses the theme-color meta tag for the status bar
and instead derives the tint from the body background. Set body
background-color in HTML and sync it with the app theme so the status
bar shows purple (or the active theme) instead of white.

Fixes #6946

Co-authored-by: Cursor <cursoragent@cursor.com>

* [autofix.ci] apply automated fixes

* refactor(theme): update useMetaThemeColor to accept theme values directly

Modified the useMetaThemeColor hook to accept theme color values instead of predefined keys. Updated FinancesApp and ManagementApp components to utilize the new implementation, ensuring proper theme color handling based on screen width.

* [autofix.ci] apply automated fixes

* refactor(theme): remove unused body background color in index.html and add tests for useMetaThemeColor hook

Deleted the commented-out body background color in index.html to clean up the code. Added comprehensive tests for the useMetaThemeColor hook to ensure proper handling of theme colors, including support for CSS variables and reactivity to theme changes.

* refactor(theme): improve getPropertyValueFromVarString function in useMetaThemeColor hook

* [autofix.ci] apply automated fixes

* Add release notes for PR #6983

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Co-authored-by: Cursor <cursoragent@cursor.com>
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>
2026-02-15 19:19:50 +00:00
youngcw
8af64ddd5e 📖 Move pluggy.ai doc out of experimental (#6975)
* move pluggy out of experimental

* remove note

* Add release notes for PR #6975

* fixes

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Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-02-14 22:04:18 +00:00
Julian Dominguez-Schatz
26dbb219aa Implement missing logic for limit template type (#6690)
* core: support limit refill templates

* notes: refill templates

* core: apply refill limits during runs

* core: prioritize refill limits

* Patch

* Update release note

* Fix typecheck

* rework.  Tests and template notes still need reworked

* fix parser syntax

* Fix type issue

* Fix after rebase, support merging limit+refill

* PR feedback

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Co-authored-by: youngcw <calebyoung94@gmail.com>
2026-02-14 21:52:48 +00:00
Alvin Zhao
c6656a2815 Include category group in transaction export (#6960)
* include category group in transaction export

* Apply suggestion from @yzAlvin

Co-authored-by: Alvin Zhao <yzalvin@duck.com>

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Co-authored-by: youngcw <calebyoung94@gmail.com>
2026-02-14 16:31:27 +00:00
Julian Dominguez-Schatz
6358345286 Fix some low-hanging-fruit @ts-strict-ignore (#6969)
* Fix low-hanging-fruit `@ts-strict-ignore`

* Add release notes

* A few more
2026-02-14 15:58:25 +00:00
Roy
5943ae3df5 Add filter option for category groups (#6834)
* Add filter by category groups

* Add tests

* Add release notes

* [autofix.ci] apply automated fixes

* Fix typecheck findings

* Fix modal

* Address nitpick comment (filterBy)

* Fix e2e tests

* Make group a subfield of category

* Fix test by typing in autocomplete

* Replace testId with a11y lookups

* Apply new type import style rules

* Apply feedback

* Improve typing on array reduce, remove manual type coercion

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Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-02-14 15:03:11 +00:00
Joel Jeremy Marquez
465608c76b Move redux state to react-query - account states (#6140)
* Fix typecheck errors

* Move redux state to react-query - account states

* TestProviders

* Add release notes for PR #6140

* Fix lint error

* Fix TestProviders

* Coderabbit feedback

* Cleanup

* [autofix.ci] apply automated fixes

* Fix TestProviders

* Fix onbudget and offbudget displaying closed accounts

* [skip ci] Change category to Maintenance and update migration text

* Replace logger calls in desktop-client to console

* Fix lint errors

* Clear react query on closing of budget file similar to redux resetApp action

* [autofix.ci] apply automated fixes

* Remove sendThrow

* Code review feedback

* [autofix.ci] apply automated fixes

* Fix import

* Fix import

* Coderabbit feedback

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Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-02-14 09:32:37 +00:00
Matiss Janis Aboltins
e178396e48 Docs: add Claude Code Pro subscription benefit for core contributors (#6963)
* Add Claude Code Pro subscription benefit for core contributors

Co-authored-by: Cursor <cursoragent@cursor.com>

* Add release notes for PR #6963

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Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-02-14 03:00:36 +00:00
Matiss Janis Aboltins
09d85bbdc5 docs: add Architecture Decision Records page with bank sync credential ADR (#6965)
* docs: add Architecture Decision Records page for controversial decisions

Co-authored-by: Cursor <cursoragent@cursor.com>

* Add release notes for PR #6965

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Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-02-14 01:14:15 +00:00
Joel Jeremy Marquez
a0378c10a9 Move redux state to react-query - tags states (#6941)
* Move redux state to react-query - tags states

* Add release notes for PR #6941

* Cleanup sendThrow

* Cleanup

* Update import

* Fix import

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Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-02-13 19:33:21 +00:00
Adam Stück
ca944baee5 feat: show/hide reconciled transactions on mobile (#6896)
* feat: show/hide reconciled transactions on mobile

Resolves #2969

* [autofix.ci] apply automated fixes

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Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-02-13 17:25:55 +00:00
Joel Jeremy Marquez
cb5237359c Rename loot-core/platform/client/fetch to connection to match server-side package (#6943)
* Rename loot-core/platform/client/fetch package to connection to match the server side package name. Also to avoid confusion with the native fetch package.

* Update connection/init method to not receive any parameter to so browser and default implementation have the same signature

* Add release notes for PR #6943

* Fix names

* Fix imports

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Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-02-13 16:53:51 +00:00
Alexis Vielma
68bb33e5e6 feat: add back button to reports pages (#6702)
* feat: add back button to reports pages

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6702

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Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-02-13 02:35:08 +00:00
J B
cf5fe67e7b API Account Object (#6915)
* api change

* docs

* lint

* release notes

* spelling

* [autofix.ci] apply automated fixes

* spelling

* whoopsie, thanks rabbit

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Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-02-13 00:18:49 +00:00
Joel Jeremy Marquez
f8b4e87a67 Update send function to propagate any errors and fix catchErrors to return the error in result when an unknown command/method is sent to the browser server (#6942)
* Fix send not returning error when catchErrors option is enabled and an unknown method error is encountered

* Add release notes for PR #6942

* Fix send to properly propagate errors from the server

* Update release note

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Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-02-12 23:47:21 +00:00