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97b99d1f16f35692b22bf91bbdb43b5989fe5008
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Author SHA1 Message Date
Joel Jeremy Marquez
97b99d1f16 [Mobile] Fix hidden category groups not being hidden (#4880) 
* Fix hidden category groups not being hidden

* Update release note
 2025-04-23 12:24:52 -07:00
Joel Jeremy Marquez
cf114ef69e [Mobile] Fix uncategorized banner + overspent banner showing previously active month's overspent categories (#4875) 
* [Mobile] Fix overspent banner showing previously active month's overspent categories

* Update packages/desktop-client/src/hooks/useOverspentCategories.ts

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

* Fix typecheck error

* Enable uncategorized banner and overspent banner for tracking budgets

* Fix lint error

* Update VRT

* Dummy commit

---------

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
 2025-04-23 08:15:18 -07:00
Joel Jeremy Marquez
7064106748 Move loot-core/client codes over to desktop-client package (#4816) 2025-04-22 08:21:01 -07:00
Michael Süssemilch
b92a1cacf7 fix: commerzbank escape payee (#4845) 2025-04-21 13:28:27 +01:00
Michael Clark
f5c1879de1 :electron: Fix some menu links (#4860) 
* fix some menu references not working

* release notes
 2025-04-21 09:38:12 +01:00
Julian Dominguez-Schatz
92f444f548 Move some .d.ts files to .ts (#4862) 
* Move loot-core types to `.ts`

* Add release notes

* PR feedback
 2025-04-20 22:40:53 -04:00
Julian Dominguez-Schatz
94600731d9 Move loot-core to vitest (#4859) 
* Update build + dependencies to work with vitest

* Update tests to use vitest

* Update snapshots to vitest format

* Update sql.js loading in tests to work with vitest

* Update crdt package loading to work with vitest

* Add release notes
 2025-04-20 15:52:59 -04:00
Julian Dominguez-Schatz
5d59ecd72c Move remaining non-loot-core packages to latest vitest (#4856) 
* Move remaining non-loot-core packages to vitest

* Add release notes
 2025-04-20 15:17:07 -04:00
Michael Clark
54d9f0ff41 :electron: Fix Load Backup backup modal (#4853) 
* fix backup screen

* release notes
 2025-04-20 17:15:24 +01:00
Vincent Giorgi
eebdbdf34e invert Strawberry credit card transaction amounts (#4857) 
* add Strawberry (nordic choice club) credit cards to SEB balance inversion

* add release-notes

---------

Co-authored-by: Vincent Giorgi <8283278+vincegio@users.noreply.github.com>
 2025-04-20 11:54:13 -04:00
Julian Dominguez-Schatz
bddc372650 Move crdt to vitest (#4851) 
* Move crdt to vitest

* Add release notes
 2025-04-20 09:00:39 -04:00
Julian Dominguez-Schatz
d027adc734 Move sync-server to vitest (#4840) 
* Move sync-server to vitest

* Add release notes

* Add comment

* Remove extraneous console.log

* Empty commit to bump CI
 2025-04-19 23:43:25 -04:00
Michael Clark
e67c064d1f :electron: Prep for configure server page (#4847) 
* prep work for configure server page

* release notes

* better log message
 2025-04-19 18:34:13 +01:00
Roger Goldfinger
2f1ccad25a Restore"Reload on all redirects to handle Cloudflare Access auth expiration" (#4844) 2025-04-18 23:11:11 -04:00
Bhautik Savaliya
a2b9153d02 Fixes #4705: Scheduled transaction date when posting early. (#4719) 2025-04-18 10:33:39 -07:00
Julian Dominguez-Schatz
f1594e5bca Fix bug in ofx2json logic (#4838) 
* Fix double unescape bug in ofx2json

* Add test

* Add release notes

* Update snapshot
 2025-04-18 13:29:38 -04:00
dependabot[bot]
fed426d704 Bump nanoid from 3.3.7 to 3.3.11 (#4834) 
* Bump nanoid from 3.3.7 to 3.3.11

Bumps [nanoid](https://github.com/ai/nanoid) from 3.3.7 to 3.3.11.
- [Release notes](https://github.com/ai/nanoid/releases)
- [Changelog](https://github.com/ai/nanoid/blob/main/CHANGELOG.md)
- [Commits](https://github.com/ai/nanoid/compare/3.3.7...3.3.11)

---
updated-dependencies:
- dependency-name: nanoid
  dependency-version: 3.3.11
  dependency-type: indirect
...

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

* Add release notes

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Julian Dominguez-Schatz <julian.dominguezschatz@gmail.com>
 2025-04-18 13:25:24 -04:00
dependabot[bot]
aeb26b75af Bump vite from 5.4.8 to 5.4.18 (#4833) 
* Bump vite from 5.4.8 to 5.4.18

Bumps [vite](https://github.com/vitejs/vite/tree/HEAD/packages/vite) from 5.4.8 to 5.4.18.
- [Release notes](https://github.com/vitejs/vite/releases)
- [Changelog](https://github.com/vitejs/vite/blob/v5.4.18/packages/vite/CHANGELOG.md)
- [Commits](https://github.com/vitejs/vite/commits/v5.4.18/packages/vite)

---
updated-dependencies:
- dependency-name: vite
  dependency-version: 5.4.18
  dependency-type: direct:development
...

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

* Add release notes

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Julian Dominguez-Schatz <julian.dominguezschatz@gmail.com>
 2025-04-18 13:23:50 -04:00
Michael Süssemilch
4b58335780 feat: expandable budget categories (#4807) 2025-04-18 05:35:08 -04:00
Michael Clark
153eaeecc5 🐛 CLI: Fix ACTUAL_DATA_DIR env variable not respected in some cases (#4825) 
* fix issue with default data directory not respecting env variables
 2025-04-18 10:11:34 +01:00
Margarida Reis
e28db52c70 fix: persist filters in custom report on interval or date range change (#4724) 
ensure that modified filters are reapplied to the Custom Report when changing its interval or date range, rather than reverting to the last saved state, which could overwrite unsaved changes to the filters or their conditional operand
 2025-04-17 22:13:04 -04:00
Grant
83f7a79c76 4571: Fix UI lockout when using In/Out mode with existing split columns (#4715) 
* Fix catch 22 problem when using In/Out with split columns already enabled
- Also changed UI and transaction amount parsing behavior to accept all options combined
- Repositioned some amount options
- Adjusted the labels of a few options

* Fix amount options triggering state resets

* Update VRT

* Revert "Update VRT"

This reverts commit 0a4b70afad.

* Update VRT

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
 2025-04-17 22:03:09 -04:00
Alec Bakholdin
7e3ebb7e5f Global prefs undefined change (#4837) 
* updated saveGlobalPrefs to handle falsy values better

* updated link which was no longer valid

* release notes

* Removed errant log

---------

Co-authored-by: Alec Bakholdin <alecbakholdin@Alecs-Mac.local>
 2025-04-17 12:38:03 -07:00
lelemm
a8d41e88a5 🐛 Fix for returnUrl in OpenID auth (#4836) 
* Fix for `returnUrl` in OpenID auth

* md

* change md number
 2025-04-17 13:03:21 -03:00
Roger Goldfinger
62ab6a12e8 Revert "Reload on all redirects to handle Cloudflare Access auth expiration (…" (#4835) 2025-04-17 11:02:21 -04:00
Julian Dominguez-Schatz
d91fd2fb0e Slow improvements to Account.tsx (1/many) (#4824) 
* Move Account EmptyMessage to a separate file

* Move a tiny bit of state out of Account.tsx

* Add release notes
 2025-04-17 09:13:27 -04:00
Alec Bakholdin
4e9d51be1f ✨ [Feature] Manually merge transactions (#4739) 
* added transactions-merge action

* mergeTransactions now returns kept id

* merge option only shows up when amount matches

* merge now handles more errors and merges from the dropped transaction if values are present

* modified merge logic slightly to avoid duplicating imported_id

* added reconciled and cleared to merge logic

* modified canMerge logic in SelectedTransactionsButton

* made merge undoable

* added onMerge to mobile menu

* release notes

* modified testing suite slightly

* added logic for detecting bank sync vs file import

* typecheck problem

* linting errors

* attempt to clean up tests better

---------

Co-authored-by: Alec Bakholdin <abakho@icims.com>
 2025-04-16 20:11:36 -07:00
dependabot[bot]
1bc87fb35a Bump http-proxy-middleware from 3.0.3 to 3.0.5 (#4832) 
* Bump http-proxy-middleware from 3.0.3 to 3.0.5

Bumps [http-proxy-middleware](https://github.com/chimurai/http-proxy-middleware) from 3.0.3 to 3.0.5.
- [Release notes](https://github.com/chimurai/http-proxy-middleware/releases)
- [Changelog](https://github.com/chimurai/http-proxy-middleware/blob/master/CHANGELOG.md)
- [Commits](https://github.com/chimurai/http-proxy-middleware/compare/v3.0.3...v3.0.5)

---
updated-dependencies:
- dependency-name: http-proxy-middleware
  dependency-version: 3.0.5
  dependency-type: direct:development
...

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

* Add release notes

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Julian Dominguez-Schatz <julian.dominguezschatz@gmail.com>
 2025-04-16 23:00:12 -04:00
Roger Goldfinger
2f5464c735 Reload on all redirects to handle Cloudflare Access auth expiration (#4706) 
* Reload on all redirects

* Update index.ts

* Create release notes

* Update index.ts

* Update index.ts

* Update 4706.md

---------

Co-authored-by: Roger Goldfinger <roger@remind101.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
 2025-04-16 20:26:29 -04:00
Matt Fiddaman
c85769eb82 add support for longer running SimpleFIN transaction requests (#4780) 
* SimpleFIN follow redirects

* release note
 2025-04-16 19:17:27 -04:00
lelemm
a657021303 Do not count hidden categories in tracking budgets + cleanup table math (#4567) 
* Alternative solution

* tests

* a bit better, but now categories can be weird

* working, I think

* almost there

* I was making it harder than it needed to be

* Update VRT

* note

* note

* Separating logic from envelope and report to keep envelope as it was

* Update VRT

* Removed checks for budgetType inside `envelope.ts` and `report.ts`

* changed code position in file

* linter

* handle initially hidden

* Fix for when tracking but is enabled

* total up everything

* Add tests for handling hidden categories and groups in budget totals

---------

Co-authored-by: youngcw <calebyoung94@gmail.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Kevin Gatera <kevin@deployitwith.me>
 2025-04-16 18:43:21 -03:00
Julian Dominguez-Schatz
523a62c8a0 Fix crash on transactions table with new transaction popup open (#4812) 
* Fix crash on transactions table with new transaction popup open

* Add release notes
 2025-04-15 18:27:37 -04:00
Joel Jeremy Marquez
925efc4cb6 [Mobile] Drag and drop expense category groups to re-order (#4599) 
* Update to GridList

* VRT - minimal diff between 2 rows

* Implement a hidden drag button

* Revert VRT

* VRT

* [Mobile] Drag and drop income categories to re-order

* Update drag preview

* Release notes

* Fix drag preview

* Fix typecheck errors

* Fix group header margins

* Coderabbit suggestion

* Fix group

* Yarn lint fix
 2025-04-15 14:13:44 -07:00
Michael Clark
31fe766a2b 🆕 Sync server as npm package (#4798) 
* sync server as npm package

* yarn lock

* workflow

* fix yml

* fix script

* named job better

* imagine trusting an ai

* pack and publish separately

* v4 instead of v3 upload

* dependencies

* identifying the right package for uplaod

* updating references

* what

* i see

* here comes the glory

* aaaand here it comes

* perms

* hmm

* try changing scope

* owner is invalid for git so have to go to npm instead

* better names on workflow

* package the api too

* updates

* rename to play better with gitignore

* yarn

* better

* dont ignore me

* yarn

* readme

* readme

* release note

* typo

* updating to read package.json from fs rather than import to support more node versions

* more ai autocomplete more problems
 2025-04-15 20:51:17 +01:00
Joel Jeremy Marquez
b9e7d7e9c2 [Mobile] Drag and drop expense categories to re-order (#4484) 
* ExpenseGroup component

* Release notes

* Fix imports

* Fix typecheck errors

* Fix drag and drop indicator

* Fix drop indicator

* Update imports

* Cleanup

* Update to GridList

* Cleanup

* VRT - minimal diff between 2 rows

* Implement a hidden drag button

* Fix budgeted/spent toggle

* Update VRT

* Dummy commit

* Revert VRT

* VRT

* Update dependency props

* Update VRT

* CodeRabbit suggestions

* Fix rebase error

* Update VRT

* Dummy commit to re-run vrt

* Fix typecheck errors

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
 2025-04-14 13:55:17 -07:00
Josh Woodward
04aa086c9e Unlink account via bank sync page (#4714) 
* adding unlink and account name to modal

* fixing dispatch and some style updates

* release notes

* catching a few missed "bank-sync" phrases

* linting

* Addressing comments

* Addressing comments

* Linting

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
 2025-04-13 09:41:25 -04:00
Matiss Janis Aboltins
cc02970a16 ⬆️ upgrade to React v19 (#4700) 2025-04-10 08:49:38 +01:00
Matiss Janis Aboltins
9489e2f3b4 🔧 added eslint auto-fix to the lint-staged step (#4757) 
small DX improvement
 2025-04-10 08:19:44 +01:00
Ian
608b4be765 Add option to control note imports during transaction import (#4593) 
* Make note imports optional. Adds tests too

* add release notes

* Update VRT

* type getTransactions to resolve TS error

* remove CSV note import - already supported

* type and lint to make coderabbit happy

* conditional rendering of importNotes

* Update VRT

* update snapshot to account for serialization change

* use <Trans>

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

* Fix closing Trans

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

* address missing import

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
 2025-04-09 15:29:34 -07:00
Joel Jeremy Marquez
01f45d5072 Extract auth related server handlers from main.ts to server/auth/app.ts (#4660) 
* Extract auth related server handlers from main.ts to server/auth/app.ts

* Release notes

* Update get-openid-config

* Fix typecheck error

* Fix lint and typecheck errors
 2025-04-09 08:34:44 -07:00
alcroito
1b5be7f9d2 Show closed accounts on mobile UI (#4581) (#4584) 
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
 2025-04-09 11:20:45 -04:00
Julian Dominguez-Schatz
e5d301c66b Fix bump versions script (#4740) 
* Include sync-server in auto-bumped versions

* Fix version bump logic to work if the month has rolled over

* Add release notes
 2025-04-08 18:34:31 -04:00
Matiss Janis Aboltins
fe3fe47b67 🐛 (bank-sync) improved error handling for initial gocardless account linking (#4756) 2025-04-08 18:50:02 +01:00
Joel Jeremy Marquez
b4ad639bb5 [Mobile] Fix income categories not changing colors based on active month (#4774) 
* [Mobile] Fix income categories not changing colors based on active month

* Release notes
 2025-04-08 09:30:40 -07:00
Joel Jeremy Marquez
c77168fa18 Extract encryption related server handlers from main.ts to server/encryption/app.ts (#4662) 
* Extract encryption related server handlers from main.ts to server/encryption/app.ts

* Release notes
 2025-04-08 09:12:11 -07:00
Joel Jeremy Marquez
6fb7fe1343 Replace category DB queries in server handlers with AQL queries + implement category_groups AQL executor (#4544) 
* Implement category_groups AQL executor

* Fix category_groups table name

* Release notes

* Update category-update
 2025-04-08 09:11:47 -07:00
Joel Jeremy Marquez
490ec22b8a Extract budget file related server handlers from main.ts to server/budgetfiles/app.ts (#4547) 
* Extract budget file related server handlers from main.ts to server/budgetfiles/app.ts

* Fix lint error

* Release notes

* Fix typo

* Move backups to budgetfiles folder

* Move backup snapshot

* Fix lint

* Fix lint
 2025-04-08 08:21:35 -07:00
ADRROE
0d420ab4d9 Add functionality to download custom reports as an image. (#4219) 
* Add functionality to download custom reports as an image.

* Add functionality to download custom reports as an image.

* Switched from html2canvas to html-to-image due to size considerations.

* Snapshot filename

* Add functionality to download custom reports as an image.

* Add functionality to download custom reports as an image.

* Update ReportTopbar.tsx

Fixed mistake

* Use existing date function

* fix imports

* Update VRT

* move component out of common in aid of components lib migration

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
 2025-04-08 11:20:22 -04:00
youngcw
6b22e7422b [Goals]: fix remove goals bug (#4749) 
* fix remove goals bug

* note

* Update upcoming-release-notes/4749.md

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

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
 2025-04-08 08:16:28 -07:00
lelemm
35a833ecba ✨ New OpenID first login UX (#4446) 
* Fix for openid review parameters

* Refactor and bug fix of OpenId parameters on first login

* md

* change some design

* adjustments

* responsive login

* linter

* removed debugger

* Merge fixes

* removed debugger

* Merge fixes

* missing stuff

* linter

* linter after merge
 2025-04-08 12:01:38 -03:00