Commit Graph

2832 Commits

Author SHA1 Message Date
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