Commit Graph

3089 Commits

Author SHA1 Message Date
Koen van Staveren
9281acb819 fix: reconcile select number on click (#5373) 2025-07-23 14:50:17 -07:00
youngcw
dc86441809 Fix template priority sorting (#5380)
* fix

* lint
2025-07-23 14:48:32 -07:00
passabilities.eth
78bcac95ed [Enhancement] Disable Sidebar Tooltip on Touchscreen Device (#5362)
* check if device is not touchscreen to show account sidebar tooltip

* release notes
2025-07-23 18:34:34 +01:00
POGMAN
45610bae81 Add button to import existing tag from transactions notes (#5368)
* Add button to import existing tag from transactions notes

* fix ##non-tag matching

* 'find' tags instead of 'import' to avoid confusion

* add link to show transaction that have given tag

* use same style as PayeeTableRow's button
2025-07-23 09:57:43 -07:00
Christian Speich
f5a6700b21 Only use fund from local group during cleanup. (#5377)
When using local group cleanup, currently all funds available in To Budget are distributed into the sinks. This behaviour seems somwhat odd and also results in all later groups or the "global" cleanup run to possibly have no funds as they've been distributed before.

This patch now changes the group usage of cleanup, to only distribute funds made available by the group itself. If one also wants to sink money from To Budget into the category, a simple addtional `#cleanup sink`, will achieve this.

Fixes #5374

Signed-off-by: Christian Speich <christian@spei.ch>
2025-07-23 08:56:21 -07:00
Michael Clark
8cea059834 VRT's for Help menu (#5371)
* add some tests for help menu

* updating tests

* release notes

* fix lint

* Update VRT

* unneeded focus

* good wabbit

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-07-23 09:06:28 +01:00
dependabot[bot]
31b31f2edb bump form-data from 4.0.0 to 4.0.4 (#5365)
* Bump form-data from 4.0.0 to 4.0.4

Bumps [form-data](https://github.com/form-data/form-data) from 4.0.0 to 4.0.4.
- [Release notes](https://github.com/form-data/form-data/releases)
- [Changelog](https://github.com/form-data/form-data/blob/master/CHANGELOG.md)
- [Commits](https://github.com/form-data/form-data/compare/v4.0.0...v4.0.4)

---
updated-dependencies:
- dependency-name: form-data
  dependency-version: 4.0.4
  dependency-type: indirect
...

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>
2025-07-22 16:07:36 -04:00
Michael Clark
4b56e0cb54 ⌨️ Enhanced keyboard shortcuts modal (#5340)
* start to an enhanced keyboard shortcuts modal

* shortcut start

* poc

* still rough but getting closer

* refactor a bit

* types

* bits

* renaming

* clarifying comment

* release notes

* suggestions

* adding initial focus state on the search

* fix lint
2025-07-22 18:48:16 +01:00
Matt Fiddaman
f8dd4897e7 fix datepicker month input validation to allow mm/yyyy on resubmission (#5356)
* fix datepicker month input validation

* note

* fix year too

* keep mm/yyyy format consistent

* [autofix.ci] apply automated fixes

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-07-22 12:27:19 -04:00
Matt Fiddaman
526d7a9baa add options to post schedule today or the next scheduled date (#5359)
* add option to post transaction today

* note

* Update VRT

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
2025-07-22 12:27:10 -04:00
Ciftci
af8f26f200 Fixes #5343: Color of the resize handle now adapts to color scheme (dark theme/midnight theme/light theme) (#5364)
* Added color variable pageTextLight to resizable handlers in overview.scss

* Generated release notes

* [autofix.ci] apply automated fixes

---------

Co-authored-by: seabeeberry <seri@Mac.fritz.box>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-07-21 22:32:24 -04:00
Elijah Olmos
548f36e8d6 feat(CommandBar): display account balances (#5355)
* feat(CommandBar): display account balances

* add release note

* rename release note
2025-07-21 12:36:05 -04:00
Matt Fiddaman
9aed1f400c fix crash when using bulk amount update (#5360) 2025-07-21 11:27:09 -04:00
Matt Fiddaman
59bcee9369 fix payee and transaction context menus when no items selected (#5358)
* fix context menus with no items selected

* note
2025-07-21 10:16:36 -04:00
Matt Fiddaman
ff7529f6e5 remove unused dependency express-response-size (#5361)
* remove unused dep

* note
2025-07-21 10:11:32 -04:00
Julian Dominguez-Schatz
77e99af297 Convert SelectLinkedAccountsModal to TypeScript (#5059)
* Convert `SelectLinkedAccountsModal` to TypeScript

* Add release notes

* Fix typo caught by Rabbit
2025-07-21 09:54:27 -04:00
POGMAN
82a3c97222 Add colors to ReportTable "Totals" row (#5104)
* add colors to ReportTable

* Update VRT

* use default color for zero values

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-07-21 02:23:30 -04:00
martijnhielema
cafcc823cb Add extra date format (#5353)
* Added dd-mm-yyyy date format for display.

* adding release note entry
2025-07-21 00:23:01 -04:00
passabilities.eth
582e27dbdb [Feature] Only Show Sidebar Tooltip on Desktop (#5352)
* only show sidebar tooltip on desktop

* release notes

* Update upcoming-release-notes/5352.md

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

* replace with media query checks

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-07-21 00:00:19 -04:00
Elijah Olmos
d747563915 feat(CommandBar): add aggregated acct views (#5348)
* feat(CommandBar): add aggregated acct views

* docs: generate release notes

* capitalize release note

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

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-07-19 18:14:06 -04:00
Ngoc Do
84dec137bb fix defaultCleared options not used when importTransactions (#5247) 2025-07-19 11:33:08 -04:00
Guillaume Taquet Gasperini
76de8bf67f Fix Boursorama GoCardless transaction ordering (#5344)
I wrongly thought that all the card transactions will always
have their first line with the `CARTE` identifier.
But as I have seen recently, it's not the case, and we shouldn't
rely on the ordering of the array returned by the Boursorama
GoCardless integration.

Thus, check for transaction patterns in all of the lines of the
unstructured array.

This addresses a true case (added in test) where the payee name
was wrongly extracted as being `110,04 Gbp / 1 Euro = 0,860763454`
2025-07-19 04:23:10 -04:00
passabilities.eth
5db7026435 fix: Save Account Notes (#5326)
* replace static function with useCallback

occasionally if you are editing the notes of an account and then open another account from the sidebar without first closing the popover, the note would be saved to both the current and previously opened account.

* reset tempNote on id change

* save notes only if changes are made

Previously, the notes were being saved unconditionally when closing the Notes modal. This update ensures that the save action is triggered only if the temporary notes differ from the existing note, reducing unnecessary events.
2025-07-18 19:00:26 +01:00
youngcw
e4a993ad67 🐛 improve budgeting of schedules templates (#5319)
* fix

* fix

* didn't need that

* prevent div by 0
2025-07-17 12:49:00 -07:00
Dreptschar
38ab63638a add action button to trigger applyBudgetTemplatesInGroup to mobile (#5293)
* add action button to trigger applyBudgetTemplatesInGroup

* add release note

* fix typos

* fix lint and typecheck findings

* [autofix.ci] apply automated fixes

* fix typecheck

---------

Co-authored-by: dreptschar <dreptschar@gmail.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
2025-07-16 09:50:03 -07:00
POGMAN
4eea349966 fix pseudo-element quotes in ColorPicker (#5335)
* fix pseudo-element quotes in ColorPicker

* Update upcoming-release-notes/5335.md

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

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-07-16 10:53:19 -04:00
Michael Clark
f66baeabd3 Add command palette to shortcuts modal (#5334)
* add command bar to shortcuts modal

* release notes

* release note
2025-07-15 19:48:16 +01:00
Joshua Taillon
19180138bb Add keyboard shortcuts to duplicate transaction, edit amount, and edit date (#5330)
* add kb shortcuts for duplicate, edit date, and edit amount

* release notes

* only allow editing amount if we can't merge

* [autofix.ci] apply automated fixes

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-07-14 21:37:47 +01:00
youngcw
7705a2df08 🐛 fix template priorities in the tracking budget when templating income (#5316) 2025-07-12 07:29:15 -07:00
Sai Pratyush Cherukuri
202af094af enhancement: add interval selector for net worth report (#5282)
* feat: add interval selector for net worth graph

* docs: add release notes

* chore: reformat code

* fix: resolve review comments

* Update VRT

* chore: dummy commit

* feat: handle intervals in net worth card

* fix: handle date ranges inclusively

* fix: enhance date formatting and normalise x-axis tick size

* [autofix.ci] apply automated fixes

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

* Update VRT

* feat: move interval selector inline

* fix: change label to current interval

* Update VRT

* feat: header wrapping for networth, calendar, cashflow and summary

* Update VRT

---------

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>
Co-authored-by: youngcw <calebyoung94@gmail.com>
2025-07-11 12:28:34 -07:00
Margarida Reis
333e7ff7bc fix: apply context menu actions to all selected transactions and payees (#5269)
* fix: apply context menu actions to all selected transactions

when multiple transactions were selected and the user right-clicked on one transaction, context menu actions were only being applied to the right-clicked transaction instead of all selected transactions

* fix: apply context menu actions to all selected payees

when multiple payees were selected and the user right-clicked on one payee, context menu actions were only being applied to the right-clicked payee instead of all selected payees
2025-07-11 12:28:18 -07:00
Giorgio Grigolo
eb11e14e94 Added Bank of Valletta as a limited history bank (#5309) 2025-07-09 21:06:44 -04:00
youngcw
dbcfb63857 [Goals] limits for remainders (#5301)
* limits for remainders

* round if needed

* handle edge cases
2025-07-09 07:11:11 -07:00
youngcw
64f4d200dd Reword the overspending banner for tracking budget. (#5307)
* no hidden

* changes for tracking

* note and cleanup

* sentance case

* exclude income categories

* Update VRT

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-07-08 20:02:50 -07:00
Julian Dominguez-Schatz
4be7e03570 Fix a few typos mentioned on Weblate (#5211)
* Fix a few typos mentioned on Weblate

* Add release notes

* Update VRT

* Update VRT

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-07-08 21:05:00 -04:00
youngcw
ca969cc61b no hidden (#5305) 2025-07-08 10:29:19 -07:00
youngcw
682d439c34 [Goals] upgrade week template to be a periodic template (#5295)
* upgrade week template to periodic template

* note

* do it right

* tabs
2025-07-08 06:54:12 -07:00
youngcw
37d91a90f7 [Goals] Round template amounts if hide decimals is set (#5288)
* round amounts

* cleanup, handle not pref set

* move comment

* fix test

* bunny, add a test
2025-07-08 06:53:45 -07:00
Michael Clark
3a09d91399 :electron: Fix early server-started signification message (#5303)
* fix issue where server was telling parent process it was ready but was not finished listening

* release notes
2025-07-08 09:39:42 +01:00
POGMAN
405c8b986f Customize tags colors (#5032)
* add user defined tag colors

* use DB to store tag colors

* change specific tags_colors to generic tags

* move tag customization to its own page (pt. 1)

* move tag customization to its own page (pt. 2), edit description

* move tag customization to its own page (pt. 3), better default tag mgmt

* move tag customization to its own page (pt. 4), tag creation

* move tag customization to its own page (pt. 5), remove tags settings

* Update VRT

* nitpicking & code rabbit fixing

* remove spaces from tag and better partial Tag typing

* add tag similar to transaction add

* peer review updates (live preview)

* enable keyboard navigation

* fix lint errors

* live input for color picker

* disable 3 digit hex color live input

* add context menu

* add tags link to command bar

* Update VRT

* Update VRT

* fix lint issues

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
2025-07-07 12:42:26 -07:00
Rapha149
bd9f0aec89 Run rules on transactions created by a transfer. (#5279)
* Run rules on transactions created by a transfer.

* [autofix.ci] apply automated fixes

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

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-07-07 10:10:16 -07:00
spezzino
a4f0d5bca8 add notes to scheduled transactions table (#5290) 2025-07-07 10:10:01 -07:00
Michael Clark
0085c3b58a 💬 Added Discord link to the help menu for discoverability (#5286)
* adding our discord to the help menu so users can find community support

* better label

* derp

* release note

* derp
2025-07-04 21:48:02 +01:00
Ciftci
cfb0f51e36 Fixes #5278: Applied PrivacyFilter to balance graph display (and added conditionality whether user is hovering on the graph) (#5281)
* Apply PrivacyFilter to balance graph display

* Deleted empty line which was added by accident

* Added release note

* [autofix.ci] apply automated fixes

* isHovered state now conditionally deactivates PrivacyFilter if user hovers the graph

* [autofix.ci] apply automated fixes

---------

Co-authored-by: Seray Ciftci <seri@Mac.fritz.box>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-07-04 12:53:44 -07:00
Matt Fiddaman
2d95fe6d03 add some basic linting rules for translation consistency (#5212)
* lint rules

* trans rule

* migrate away from rulesDir config

* fixes

* prefer Trans to t()

* typechecker

* cleanup

* note

* typo

* extend regex to include punctuation

* extend fixer to handle imports

* autofixes from punctuation
2025-07-04 15:17:17 -04:00
Matiss Janis Aboltins
80bb4ab299 Update contributor points calculation logic (#5169) 2025-07-04 07:56:54 +01:00
Michael Süssemilch
2f71e007d6 feat(currency): add currency setting and format (#5167) 2025-07-04 07:56:23 +01:00
Julian Dominguez-Schatz
7b71374e79 Move remaining .d.ts files to .ts (#5208)
* Update CRDT protobuf generation to create a .ts file

* Move remaining .d.ts files to .ts

* Fix remaining type errors

* Ignore .d.ts files so we don't accidentally use them in the future

* Add release notes
2025-07-03 14:59:21 -04:00
Matt Fiddaman
c1d70722b8 use correct running balance when adding a new transaction (#5207) 2025-07-03 13:16:03 -04:00
POGMAN
2cd79960a9 Fix rule templating on date causing crash (#5259)
* fix rule templating on date causing crash

* apply coderabbit suggestion, more or less
2025-07-03 09:27:16 -07:00