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Code Issues 250 Packages Projects Releases 53 Wiki Activity
1,351 Commits 91 Branches 53 Tags
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Author SHA1 Message Date
Attila Kerekes
76cbd44c75 fix ofx amount parsing for longer decimal places (#2421) 2024-03-06 09:42:41 -07:00
shall0pass
0e0d960cd4 [Bugfix] Midnight theme - Budget Name color, Mobile category color in account view (#2422) 
* budget name / mobile account category color

* note

* color of plus on account page
 2024-03-05 13:50:41 -06:00
shall0pass
98c17bd5e0 [Goals] Schedule top off amount (#2404) 
* add log messages to schedule templates

* log the included schedules

* more log output

* use a negate filter for sinking funds

* carve out a top out exception if no sinking funds

* note
 2024-03-04 14:46:08 -06:00
shall0pass
601c9aa7df [End of Month Cleanup] Remove automatic funding of rollover categories (#2409) 
* remove automatic funding of rollover categories

* note
 2024-03-04 14:45:15 -06:00
Matiss Janis Aboltins
3b77609159 ✨ (bank-sync) quality of life improvements for sync (#2416) 2024-03-04 18:42:34 +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
DJ Mountney
4b034468e3 Update shared transaction module to strict typescript (#2388) 
* Update shared transaction module to strict typescript
 2024-03-03 13:18:03 -08:00
Matiss Janis Aboltins
b700aee87d ♻️ (typescript) move some files to strict mode (#2403) 2024-03-03 17:50:13 +00:00
Matiss Janis Aboltins
9fca85209f 🔖 (24.3.0) (#2413) 
* 🔖 (24.3.0)

* Remove used release notes

---------

Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>
v24.3.0 		2024-03-03 17:05:39 +00:00
Neil
a9362cc6f9 BarGraph crash (#2411) 
* Fix crash

* notes
 2024-03-02 07:35:05 +00:00
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
Neil
ed1e0ceb30 Custom Reports AutoComplete (#2350) 
* updated saved work

* merge fixes

* Disable CREATE TABLE

* notes

* turn on db table

* Fix TableGraph recall crash

* table format changes

* type fixes

* fixing some card displays

* merge fixes

* revert table change

* cardMenu width

* Add Saved Reports Autocomplete

* notes

* fix invalid values crash

* Title and auto-focus and esc

* notes

* fix filtering logic

* reload saved filters

* lint fix

* visual graph changes

* merge fixes

* fix

* review updates
 2024-02-28 21:50:23 +00:00
Neil
55817b0e70 Add interval split and menu items to custom reports (#2389) 
* Add interval split and menu items

* notes
 2024-02-28 19:47:42 +00:00
youngcw
6d7d12138c Update csv amount parser. Fix #2374 (#2399) 
* specify 2 decimal places in the csv amount parser

* note

* update tests

* cleanup
 2024-02-28 11:39:23 -07:00
youngcw
52f1f79c01 fix #2363 broken create schedule from transaction (#2401) 
* fix missing name

* note

* update how payees is created

* lint
 2024-02-27 10:44:20 -07:00
shall0pass
991fc4f450 [Theme] Midnight updates (#2394) 
* color updates

* release note
 2024-02-26 14:21:54 -06:00
shall0pass
4a8c692d06 [Theme] Midnight updates (#2385) 
* update colors

* remove comments
 2024-02-21 13:50:00 -06:00
Neil
0609f47cc3 AutoComplete clean-up (#2349) 
* AutoComplete clean-up

* notes

* lint fix

* fix tests

* review fix

* type
 2024-02-21 18:59:05 +00:00
Julian Dominguez-Schatz
0d1e6f2ee7 Display rules with splits on rules page (#2368) 
* Show splits on rules page

* Add `ActionExpression` for 'allocate'-type actions

* Add release notes

* Fix type errors
 2024-02-21 11:47:23 -07:00
Neil
8568aebdbb Custom Reports: save reports (*new SQL table creation*) (#2335) 
* updated saved work

* merge fixes

* Disable CREATE TABLE

* notes

* turn on db table

* Fix TableGraph recall crash

* table format changes

* type fixes

* fixing some card displays

* merge fixes

* revert table change

* cardMenu width

* notes

* fix filtering logic

* reload saved filters

* lint fix

* visual graph changes

* slice fixes

* typescript update
 2024-02-21 18:12:26 +00:00
Julian Dominguez-Schatz
bfb7c1d213 Add plugin for offline PWA support (#2369) 
* Add plugin for offline PWA support

* Add release notes

* Attempt to fix kcab fetch issue

* Fix type errors

* Cache more file types

* Empty commit to try to bump action

* Attempt to fix fonts
 2024-02-20 18:23:27 -07:00
Joel Jeremy Marquez
e526555748 [Maintenance] Add tsconfig excludes (#2380) 
* Add tsconfig excludes

* Release notes
 2024-02-20 13:11:14 -08:00
DJ Mountney
45c4b262a2 Fix ability to rename budget in the UI (#2383) 2024-02-20 11:04:54 -08:00
youngcw
e1f805b9c9 schedule default amount (#2360) 
* schedule default amount

* note

* vrt
 2024-02-20 10:07:18 -07:00
DJ Mountney
d0c11cd3af Converts html special characters in ofx values to plaintext (#2364) 
* Converts html special characters in ofx values to plaintext

- Apply during ofx/qfx import
 2024-02-17 10:49:02 -08:00
shall0pass
0c5bce8baf [Enhancement] Theme: Midnight (#2312) 
* midnight updates

* updates

* updates

* background one shade darker

* change highlights to match other accents

* release note

* link color

* variable spelling

* Upcoming pill color

* theme switch bug

* remove development, type error

* toggle background, disabled background+text

* account pillboxes and icons

* typecheck error
 2024-02-16 09:43:24 -06:00
Matiss Janis Aboltins
e650e00cb8 ♻️ (eslint) enable some rules to enforce better code quality (#2357) 2024-02-16 07:34:55 +00:00
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
Tristan Radisson
9cad57c607 #1383 Allow early post transaction of schedules (#2358) 
* Allow early schedule post transaction

* Added release notes file
 2024-02-15 07:33:00 -07:00
Neil
2a0f8335ed Convert SavedFilters to Typescript (#2320) 
* move saved filters

* MenuButton

* fixes

* update

* FiltersStack

* notes

* merge fixes

* review fixes

* error catch
 2024-02-13 11:16:54 -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
ec2de3b387 🔥 (remove victory dependency) (#2356) 2024-02-11 21:50:18 +00:00
Johannes Löthberg
65372e86a5 Remove category spending report (#2344) 
It has been superseded by the new custom reports feature.

Signed-off-by: Johannes Löthberg <johannes@kyriasis.com>
 2024-02-11 17:06:41 +00:00
Hinerangi Courtenay
53a61000a4 fix: Mobile menu blocks items #2040 (#2352) 
* Fix Mobile menu blocks items (#2040)

* Only set bottom padding on pages the mobile nav bar is used (#2040)

* Add release note for PR
 2024-02-10 18:13:13 -08:00
Neil
485902af6b Update Custom Report styles (#2345) 
* updated saved work

* merge fixes

* Disable CREATE TABLE

* notes

* turn on db table

* Fix TableGraph recall crash

* table format changes

* type fixes

* fixing some card displays

* merge fixes

* revert table change

* Revert Changes

* notes

* merge fixes

* notes

* notes

* revert notes

* Area changes
 2024-02-10 21:54:47 +00:00
Neil
5a67b7e822 Dynamic graph margins (#2346) 
* dynamic graph margins

* notes
 2024-02-08 16:31:54 -08:00
DJ Mountney
b994a6a74a Fix parse errors with OFX data with no transactions (#2342) 
* Fix parse errors with OFX data with no transactions

- Return an empty array instead of an array of undefined
 2024-02-08 13:15:21 -08:00
Matiss Janis Aboltins
b1b266e83c 🐛 (typescript) patching sendCatch type (#2343) 
* 🐛 (typescript) patching sendCatch type

* Release notes
 2024-02-08 20:53:05 +00:00
youngcw
58626c0026 update manifest (#2285) 
* update manifest

* note

* note

* typo

* theme color

* add maskable icons

* fix icon color
 2024-02-08 10:41:55 -07:00
DJ Mountney
45094daf2f Typescript: pass 2 at updating api-handlers to match server handlers (#2334) 
* Typescript: pass 2 at updating api-handlers to match server handlers
 2024-02-08 09:06:43 -08:00
Julian Dominguez-Schatz
2bb7b3c2ee Add rules with splits (#2059) 
* Add split creation UI to rule creation modal

* Support applying splits when rules execute

* fix: deserialize transaction before running rules

According to how rules are run in other places in the app, we should be
supplying a "deserialized" (i.e., integer-for-amount and ISO date)
transaction rather than a "serialized" (amount-plus-formatted-date) one.
This fixes a crash in how split transactions are applied, as well as
date-based rules not applying correctly previously (any rule with a date
condition would never match on mobile).

* Add release notes

* Fix missing types pulled in from master

* PR feedback: use `getActions`

* PR feedback: use `flatMap`

* Fix action deletion

* Don't flicker upon split deletion

* Let users specify parent transaction actions (e.g. linking schedules)

* Support empty splits

* Revert adding `no-op` action type

* Support splits by percent

* Fix types

* Fix crash on transactions page when posting a transaction

The crash would probably have occurred in other places too with
auto-posting schedules :/

* Fix a bug where schedules wouldn't be marked as completed

This was because the query that we previously used didn't select parent
transactions, so no transaction was marked as being scheduled (since
only parent transactions have schedule IDs).

* Add feature flag

* Limit set actions within splits to fewer fields

* Fix merge conflict

* Don't run split rules if feature is disabled

* Fix percent-based splits not applying

* Fix crash when editing parent transaction amount

* Auto-format

* Attempt to fix failing tests

* More test/bug fixes

* Add an extra split at the end if there is a remaining amount

* Make sure split has correct values for dynamic remainder

* Remove extraneous console.log
 2024-02-08 07:56:30 -07:00
Matiss Janis Aboltins
d6f610a326 ✨ added 'show/hide balance' button to cash flow report (#2322) 2024-02-08 08:12:36 +00:00
Joel Jeremy Marquez
8a8113a648 Update loot-core deps (#2280) 
* Upgrade desktop-client depenencies

* yarn dedupe

* Update useSelectors

* Update loot-core deps

* yarn dedupe

* Move deps to devDependencies

* yarn dedupe
 2024-02-07 18:40:59 -08:00
Joel Jeremy Marquez
029e2f09bf Update desktop client package versions (#2270) 
* Upgrade desktop-client depenencies

* Release notes

* yarn dedupe

* yarn dedupe

* Fix typecheck error

* Update sass

* Update useSelectors
 2024-02-06 17:43:09 -08:00
jaarasys-henria
86007e392f [Enhancement] Make transaction list sortable by cleared status (#1994) 2024-02-06 15:07:36 -07:00
Neil
4c4f2fd426 Custom Reports: add save reports menu (#2257) 
* Add schema work

* notes

* merge fixes

* Add Reports Save Menu

* merge fixes

* updates

* notes

* updates

* updates

* save updates fix

* typecheck fixes

* merge fixes

* saveReport strict Typescript

* fix sidebar

* lint fix

* fixing functionality plus clean up

* clean up
 2024-02-05 22:40:46 +00:00
Matiss Janis Aboltins
7a18827b1d ✨ allow running AQL against local database (#2326) 2024-02-05 19:16:02 +00:00
shall0pass
77fd65b2e7 [Bugfix] Cleanup tool: Add balance check (#2295) 
* add balance check

* lint

* fill rollover categories after non-rollover

* allow partial fills of non-rollover

* update

* release note and youngcw suggestion

* warnings

* remove commented coded
 2024-02-05 06:21:42 -06:00
Julian Dominguez-Schatz
30f03e8079 Save name fields on unfocus (#2327) 2024-02-04 16:50:36 +00:00
Matiss Janis Aboltins
6e16262b63 🔥 removing unused/dead code (#2328) 2024-02-04 16:05:11 +00:00