Commit Graph

2875 Commits

Author SHA1 Message Date
Michael Clark
9d99fe2838 🐛 Fixing docker edge (#4953)
* instead of referencing the build dir directly reference using relative path

* release notes
2025-05-06 22:56:32 +01:00
Joel Jeremy Marquez
3a18718fa0 [Mobile] Show transactions upon clicking income categories (#4940)
* [Mobile] Show transactions upon clicking income categories

* Fix lint error
2025-05-06 14:09:40 -07:00
Roger Goldfinger
090345bd95 Enable Typescript in sync-server (#4887)
* attempt at running with typescript

* release notes

* working jest tests for TS files

* working docker image build

* remaining docker images

* cleanup

* ensure vitest is working

* get tests passing in ci

* less strict

* update release notes

* use tsc compiled assets in the published package

* scripts

* update yarn.lock

* Use build path for electron app

* PR feedback: move sync-server build out of bin/build-browser

* PR feedback: undo moduleResolution change

* extend main tsconfig and fix types

* PR feedback on scripts and when the sync-server build runs

* fix lint (unrelated change)

---------

Co-authored-by: alecbakholdin <alecbakholdin@gmail.com>
2025-05-05 23:45:49 -04:00
dependabot[bot]
4a7439da5e Bump vite from 5.4.18 to 5.4.19 (#4904)
Bumps [vite](https://github.com/vitejs/vite/tree/HEAD/packages/vite) from 5.4.18 to 5.4.19.
- [Release notes](https://github.com/vitejs/vite/releases)
- [Changelog](https://github.com/vitejs/vite/blob/v5.4.19/packages/vite/CHANGELOG.md)
- [Commits](https://github.com/vitejs/vite/commits/v5.4.19/packages/vite)

---
updated-dependencies:
- dependency-name: vite
  dependency-version: 5.4.19
  dependency-type: direct:development
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-05-05 20:29:16 -04:00
Joel Jeremy Marquez
a3c9525c83 Fix lint error accidentally pushed to master (#4942) 2025-05-05 14:28:30 -07:00
Alvaro Crespo
0d60da5ba9 Payees functional tests (#4766)
* add PayeesPage model for searching payees in e2e tests

* add navigation method to go to PayeesPage in e2e tests

* add e2e tests for Payees page

* update release notes

* Run prettier to fix lint

* clean imports

* fix imports

* Add snapshots for visual tests

* Remove unused import in payees test

* Update VRT

* Update 4766.md

Dummy commit

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com>
2025-05-05 09:26:17 -07:00
Julian Dominguez-Schatz
388a9f6c86 Automatically generate GitHub release text (#4932)
* Automatically generate GitHub release text

* [TEMPORARY] Revert Electron signing changes to make this change testable

* Revert "[TEMPORARY] Revert Electron signing changes to make this change testable"

This reverts commit eeb5680b1a.

* Add release notes
2025-05-05 08:45:09 -04:00
Julian Dominguez-Schatz
cabb7149f0 Use the latest release tag instead of the latest tag for version checks (#4933)
* Use the latest release tag instead of the latest tag for version checks

* Add release notes
2025-05-05 08:44:31 -04:00
lelemm
3c47c1ca27 Promoting OpenId as default feature (#4903)
* Removed OpenId feature flag

* linter

* md

* wrong author
2025-05-05 08:21:47 -03:00
Joel Jeremy Marquez
cc204ba70e Use @desktop-client/hooks alias for cleaner imports (#4789)
* Use @hooks path alias for cleaner imports

* Fix line errors

* Update to @desktop-client
2025-05-04 22:30:10 -07:00
Joel Jeremy Marquez
7074b4dd82 Rename AQL module's runQuery function to aqlQuery to disambiguate with DB module's runQuery function + AQL types (#4787)
* Rename AQL module's runQuery function to aqlQuery to disambiguate with DB module runQuery function

* Release notes

* Update SqlPieces

* Fix lint

* Update SqlPieces.from

* Add types

* Type result as any for now

* Fix lint

* Add types

* Fix typo

* PR feedback

* Update comment

* Fix lint error

* Fix import
2025-05-04 22:29:23 -07:00
github-actions[bot]
c23cbb4b0e 🔖 (25.5.0) (#4916)
* 🔖 (25.5.0)

* Bump CI

* Remove used release notes

* Bump CI

---------

Co-authored-by: jfdoming <9922514+jfdoming@users.noreply.github.com>
Co-authored-by: Julian Dominguez-Schatz <julian.dominguezschatz@gmail.com>
Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>
v25.5.0
2025-05-03 13:44:50 -04:00
lelemm
8da1c59362 🐛 Bug FIX: OpenID first login is not working properly when using config.json or ENV VARS (#4902)
* First login was not working properly

* md
2025-05-01 10:26:03 -03:00
youngcw
916a27a89a 🐛 fix schedule preview running balance of split schedules (#4881)
* fix blance math

* clean

* note

* lint

* typecheck
2025-04-25 13:11:49 -07:00
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