Commit Graph

1211 Commits

Author SHA1 Message Date
Matiss Janis Aboltins
0af2c6c2fb Update default dashboard (#5924) 2025-10-18 16:34:41 +02:00
Matiss Janis Aboltins
7a3794295f Enhance mobile rules with undo notifications for save and delete actions (#5906) 2025-10-13 19:02:46 +02:00
lelemm
edad7ce0e3 New Rule delete transaction action (#4603)
* Delete transaction rule action

* md

* removed debugger

* fix rule execution on csv preview

* Update 4603.md

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-10-10 21:41:43 -03:00
Matt Fiddaman
248b1034d7 fix api failing to import (#5896) 2025-10-09 22:55:48 +01:00
Matt Fiddaman
87d54251cd ⬆️ bump loot-core dependencies (#5888)
* csv-stringify 6.6.0

* lru-cache 11.2.2

* ua-parser-js 2.0.5

* @reduxjs/toolkit 2.9.0

* jest-diff 30.2.0

* csv-parse 6.1.0

* yargs 18.0.0

* slash 5.1.0

* drop memfs

* peggy 5.0.6

* fast-check 4.3.0

* fake-indexeddb 6.2.2

* note
2025-10-08 21:16:34 +01:00
Matiss Janis Aboltins
f7b40fca64 Add swipe to delete to mobile rules (#5871) 2025-10-07 20:33:46 +02:00
Stephen Brown II
dc811552be feat(currency): Currency-influenced initial number formats (#5797) 2025-10-07 19:05:16 +01:00
Michael Süssemilch
99ca34458e feat(currency): add currency display to rules (#5639)
* feat(currency): add to rules

* doc: release notes

* feat: remove keydown from Input

* doc: release notes

* fix: make onEnter optional

* fix: ai remark

* refactor: remove onKeyDown from Input.tsx

* fix: handle Amount (inflow) and Amount (outflow) properly

* [autofix.ci] apply automated fixes

* fix: update AmountInput to sign and on outflow set +

* refactor: onSubmit handling of input value

* coderabbit suggestions

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-10-07 10:44:21 -07:00
lelemm
0c280d60f6 Frontend plugins Support [3/10]: System-Wide Feature Flag System + Frontend plugins feature flag (#5785)
Support for global feature flag and minimum custom theme prefs for plugins
2025-10-07 13:13:31 -03:00
Roque Alejandro Sosa
148ca92584 Added ARS currency (#5869)
* Added ARS currency

* Added correct release number

---------

Co-authored-by: Ras <git.boasting733@passinbox.com>
2025-10-07 08:28:38 -07:00
Ilyos Khurozov
90e848ebe8 Added support for Uzbek Soum (UZS) (#5876) 2025-10-07 08:16:43 -07:00
Matt Fiddaman
3b0db2bed7 ♻️ bump various build dependencies (#5864)
* vite 7.1.9

* typescript 5.9.3

* @types/node 22.18.8

* linting

* emscripten types

* note
2025-10-06 17:32:42 +01:00
Michael Clark
7a886810bc :electron: Hide the Electron menu (#5847)
* add retries to electron server import

* release notes

* get rid of this menu. If its an app functionality it should be available within the app

* hide the menu - update the ui

* fix function call

* Update VRT

* release notes

* spelling mistake

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-10-06 17:13:47 +01:00
Haritha Hasathcharu
8bf0997275 Add LKR and CRC currencies (#5848) 2025-10-06 08:41:59 -07:00
Matt Fiddaman
2f965266ab run schedule rules regardless of posted date (#5870)
* run schedule rules regardless of date

* note
2025-10-06 16:31:24 +01:00
Matt Fiddaman
499f24f7fd ♻️ bump non-react deps in desktop-client (#5858)
* patch/minor deps

* @vitejs/plugin-basic-ssl 2.1.0

* remove chokidar

* cross-env 10.1.0

* downshift 9.0.10

* remove focus-visible

* jsdom 27.0.0

* rollup-plugin-visualizer 6.0.4

* note
2025-10-06 16:28:04 +01:00
Matt Fiddaman
05355788e4 ♻️ bump sync-server dependencies (#5819)
* uuid 11.1.0 -> 13.0.0

* better-sqlite3 12.2.0 -> 12.4.1

* debug 4.4.1 -> 4.4.3

* express-rate-limit 8.0.1 -> 8.1.0

* pluggy-sdk 0.74.0 -> 0.77.0

* babel/core 7.28.0 -> 7.28.4

* note
2025-10-05 14:36:57 +01:00
Stephen Brown II
805e2b1807 Align amount conversion utilities between api and loot-core (#5747)
* Align amount conversion utilities between api and loot-core

Updates api amount conversion utilities to align with loot-core, improving consistency and maintainability across the project.

Uses decimal places as parameters in conversion functions.

* Moves amount conversion utils to core

Moves amount conversion utilities to the core library.

This change consolidates these utilities for better code reuse
and maintainability across different parts of the application.
It removes the duplicate definition from the API package and
imports it from the core library where it is shared.
2025-10-05 14:23:34 +01:00
Çağdaş Şenel
e1c2f0a181 feat: show full decimals while editing (#5808)
* show full decimals while editing

* add changes

* handle null
2025-10-05 14:23:04 +01:00
Matt Fiddaman
f0c7953c0b ♻️ refactor rules code (#5837)
* extract handlebars helpers

* extract condition types

* extract condition class

* extract action class

* extract rule class

* extract rule indexer

* extract rule utils

* update main index

* note

* enable strict where able

* generalise assert

* coderabbit

* move condition-types into condition, move helper functions into rule-utils
2025-10-05 14:22:02 +01:00
Matt Fiddaman
4cf5f9b183 add average per year calculation to the summary report (#5838)
* add average per year to summary report

* note

* [autofix.ci] apply automated fixes

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-10-05 14:21:52 +01:00
Michael Clark
80fd997540 Reports - Add an option to trim the start & end intervals (#5641)
* initial test to trim the intervals

* bit more

* got the logic

* fix table data

* add migration for trim intervals

* release notes

* nice work rabbit

* small cleanup

* not sure how major that is but yeah why not
2025-10-05 10:48:35 +01:00
youngcw
ca6d80461a 🐛 fix limit checker (#5835) 2025-10-01 09:04:34 -07:00
Matt Fiddaman
fa14cbb697 fix decimal input in amount input boxes (#5831)
* preserve decimal seperators while typing in input boxes

* note
2025-10-01 16:27:51 +01:00
Matt Fiddaman
1fc922c672 skip running the schedule service if the database is not loaded (#5810) 2025-09-29 14:29:17 +01:00
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
b0321ee265 refactor: update table and import transactions modal components (#5770) 2025-09-23 16:49:03 +01:00
Matt Fiddaman
2c9a66cec6 API quiet mode (#5762)
* initial implementation of api quiet mode

* note

* lint rule

* rollout logger to loot-core

* add group methods

* windows paths

* make fixer more robust

* appease linter

* add debug

* change option name quiet -> verbose
2025-09-22 12:54:08 +01:00
Matt Fiddaman
cc0812113a improve cleanup when opening multiple budgets through the API (#5760) 2025-09-21 17:47:27 +01:00
Matt Fiddaman
59724d445f fix nuisance timestamp error in API (#5759) 2025-09-21 17:47:10 +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
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
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
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
mgibson-scottlogic
413398531c Fix copy last month's budget including hidden categories (#5735)
* Add check that category is not hidden before copying last months budget

* Add release notes

* Add check that group is also not hidden

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-09-16 11:21:50 -07:00
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
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
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
Karim Kodera
a18a05f55a Introduction of APIs to handle Schedule + a bit more. (#5584)
* Introduction of APIs to handle Schedule + a bit more. Refer to updated API documentation PR2811 on documentation.

* Fixed lint Error

* Removed unused declarations

* Fixed Bug in Test module

* Avoiding type Coercion fixes and direct assignment on conditions array.

* Lint Error Fixes

* more issues fixed

* lint errors

* Remove with Mutation in Get function. Fixed quotes. updated getIDyName for error handling

* More lint errors

* Minor final fixes.

* One type coercion removed

* One type coercion removed

* Revert back to original working code

* Added Account testing for both get by ID and updating schedules

* [autofix.ci] apply automated fixes

* Added Payee tests as well

* Payee Tests

* [autofix.ci] apply automated fixes

* Optimized condition checking at the beginning of the code and avoid ambiguity in case of corrupt schedule

* Mode debug infor on error in testing

* better bug tracking

* //more trouble shooting

* Bug fixed

* [autofix.ci] apply automated fixes

* Minor mofication to satisfy code rabbit. We should be ready for review.

* [autofix.ci] apply automated fixes

* Removing type coercion from the model

* [autofix.ci] apply automated fixes

* fixed compilation error

* Fixed new bugs

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-09-08 09:03:11 +01:00
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
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
Matiss Janis Aboltins
6c6d8931bb Release Pluggy bank-sync integration (#5628) 2025-08-26 18:17:20 +01:00
Michael Süssemilch
48ae371ecc fix: crash on filtering by amount (#5608)
* fix: crash on filtering by amount

* doc: add release notes
2025-08-23 10:55:22 +01:00
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
Joel Jeremy Marquez
adf4bd2d0f Enable Make Transfer menu for child transactions (#5604) 2025-08-21 15:24:16 -07:00
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