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
Michael Clark
140039ea1f
:electron: Fix loot-core resolution ( #4767 )
...
* fix loot-core resolution
* fix loot core resolution in dev mode for electron
2025-04-08 15:54:43 +01:00
lelemm
afab6ee773
✨ OPENID: Added option to create users on login ( #4421 )
...
* Added option to create users on login (openid)
* md
* added default value
* linter
* added validation to ACTUAL_USER_CREATION_MODE
* Merge
* linter
* fixes
* removed enchancement
* linter
2025-04-08 11:18:47 -03:00
lelemm
cefc8da7bc
📚 Missing translations [rules and to budget] ( #4770 )
...
* Missing translations
* md
* wrong md name
2025-04-08 11:04:04 -03:00
Alec Bakholdin
91aa2ae47b
🐛 [Bug] Pinning sidebar doesn't persist on reload ( #4733 )
...
* Fixed pinning issue
* asyncStorage typing updates
* re-added awaits to savePreferences
* release notes
---------
Co-authored-by: Alec Bakholdin <abakho@icims.com >
2025-04-08 10:01:55 -04:00
Michael Süssemilch
a2878ff2a2
feat: add previous/next month navigation to the MonthPicker ( #4692 )
...
* feat: add previous/next month navigation to MonthPicker
* doc: add release note
* chore: update formatting
* test: update vrt snapshots
2025-04-08 09:59:17 -04:00
Alec Bakholdin
0dfa2910c7
🐛 [Bug]: Focused console warning ( #4735 )
...
* removed focused from getInputProps
* release notes
---------
Co-authored-by: Alec Bakholdin <abakho@icims.com >
2025-04-08 09:58:07 -04:00
Alec Bakholdin
4e0ab44e2f
Fixed bug where closing account did not properly validate transfer or category ( #4769 )
...
Co-authored-by: Alec Bakholdin <abakho@icims.com >
2025-04-08 09:52:54 -04:00
Michael Clark
aba97e8b74
:electron: Remove ngrok from electron server embed ( #4768 )
...
* remove ngrok
* lock
* release notes
2025-04-07 22:19:10 +01:00
Michael Clark
1d6b70d160
:electron: Playwright test fixture ( #4752 )
...
* playwright test fixture
* release notes
* update snapshots
* test
* again
* same timeout as web client
* faster
* srsly
* Update VRT
* update test
* get rid of this test for now
* updating update-vrt
* speed it up a bit
* same timeout as desktop-client
---------
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-04-06 18:56:08 +01:00
bddvlpr
a9047bfcd6
Add KBCBE (KBC_KREDBEBB) to banks with limited history ( #4743 )
2025-04-06 18:54:25 +01:00
Matiss Janis Aboltins
af03477d3a
♻️ (typescript) converted indexeddb to strict TS ( #4672 )
2025-04-06 15:09:37 +01:00
Matiss Janis Aboltins
c4b4108eca
🔧 improving typechecker and lint local performance ( #4710 )
2025-04-06 14:47:49 +01:00
Michael Clark
26ee3179e1
:electron: Playwright testing for electron ( #4674 )
...
* playwright testing for electron
* pipeline updates
* fix normal e2e scripts
* fix path to artifact
* listing out whats there
* attempt to fix ci
* umm
* again
* setting a viewport
* window size to be consistent across machine for tests
* now it work... Righhttt?
* hmm
* do it
* worflow
* will this work
* oops
* dont skip
* trust in the pipeline gods
* remove update snapshots, just do it in the pipeline
* change name of snapshot to account for os
* lint
* fix package script
2025-04-05 09:19:06 +01:00
github-actions[bot]
82b6589c37
🔖 (25.4.0) ( #4728 )
...
* 🔖 (25.4.0)
* Remove used release notes
* Remove used release notes
---------
Co-authored-by: matt-fidd <81489167+matt-fidd@users.noreply.github.com >
Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk >
v25.4.0
2025-04-04 23:49:46 -04:00
Matt Fiddaman
56f509dcda
fix balance menu alignment ( #4729 )
...
* fix alignment
* note
* fix mobile
* Fix for width
---------
Co-authored-by: Leandro Menezes <lelemm@gmail.com >
2025-04-03 23:47:10 -04:00
dependabot[bot]
bbfa0093cd
bump tar-fs from 2.1.1 to 2.1.2 ( #4717 )
2025-03-31 16:44:40 -04:00
Matiss Janis Aboltins
aef38f1679
🐛 fix menu not closing when menu item is clicked ( #4716 )
2025-03-31 18:15:17 +01:00
lelemm
e04ca554e2
🐛 Fix pluggy.ai foreigner currency transaction ( #4712 )
...
* Fix pluggy.ai foreigner currency transaction
* Trigger actions
* removed folder
2025-03-31 06:36:36 -03:00
lelemm
77949ad276
🐛 Fix Make Transfer closing the Popover when clicked ( #4697 )
...
* Fix `Make Transfer` closing the Popover
* MD
* MD
* linter
* trigger actions
* removed junk from PR
* changed solution
* using focused state
2025-03-28 10:40:56 -03:00
Saahil Jaffer
45f9cc3c1d
Fix for iss parameter missing from openid response ( #4626 )
...
* fix: iss missing from the response
* add release notes
* add parameter validation check
* remove additional validation
---------
Co-authored-by: lelemm <lelemm@gmail.com >
2025-03-26 16:50:13 -03:00
Mario Lamacchia
31ed12832c
Fix error spread in non-batch bank sync ( #4689 )
2025-03-26 09:12:54 -04:00
Margarida Reis
0f8a1aeb2b
fix: apply filters in Reports dashboard for cash flow widget ( #4683 )
...
fix issue where filters set in the widget editor for the cash flow widget were not applied in the Reports dashboard
2025-03-26 00:16:23 -04:00
lelemm
161c0625b1
🐛 Fix for objects in config files ( #4688 )
...
* fix for objects in config
* md
* linter
2025-03-25 20:54:04 +00:00
Joel Jeremy Marquez
009a3dff4e
Show hidden overspent categories ( #4680 )
2025-03-24 16:25:17 -07:00
Alec Bakholdin
5d01e109e6
🐛 [Bug] Cant edit template rules ( #4686 )
...
* Can now save template rules
* added release notes
---------
Co-authored-by: Alec Bakholdin <abakho@icims.com >
2025-03-24 17:54:39 -04:00
Michael Clark
b2287cded3
Local docker build fix ( #4677 )
...
* local docker build fix
* Create 4677
* Update sync-server.Dockerfile
* Rename 4677 to 4677.md
2025-03-22 16:25:50 +00:00
Alec Bakholdin
19dbfd0673
fixed can't rename notes ( #4675 )
2025-03-22 08:20:04 -07:00
Joel Jeremy Marquez
36c40d90d2
[Mobile] Add banners to alert users of recommended budget actions ( #4643 )
...
* Add banners to alert users of recommended budget actions
* Update wording for consistency
* Release notes
* Fix release notes
* Code review feedback
* Cleanup
* Extend playwright timeout
* Update Categorize button locator in test
* Update VRT
* Dummy commit
* Streamline cover spending flow
* VRT
* Remove category from modal when covered and close modal when all categories are covered
* Coderabbit suggestions
* Update translations
* VRT
---------
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-03-21 17:19:09 -07:00
Alec Bakholdin
00ff2e2522
🐛 [Bug] fixed bug in Accounts.tsx for applying rules that split transactions ( #4623 )
...
* fixed bug in Accounts.tsx for applying rules that split transactions
* added release notes
* Update packages/desktop-client/src/components/accounts/Account.tsx
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
---------
Co-authored-by: Alec Bakholdin <abakho@icims.com >
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
2025-03-21 16:12:29 -04:00