Commit Graph

2719 Commits

Author SHA1 Message Date
tempiz
ca5cd55585 Display Goal/Target Information on Mobile (#4546)
* Display Goal/Target Information on Mobile

* Create 4546.md

* Fix lint issues

* change hr and div to View and modified styling

* Fix lint errors again

---------

Co-authored-by: lelemm <lelemm@gmail.com>
2025-03-06 22:53:20 -03:00
Matiss Janis Aboltins
6fd5164987 ♻️ removing usages of MenuButton (#4555) 2025-03-06 18:48:23 +00:00
lelemm
60a864a790 📚 Translate calendar related strings (#4211)
* Translate dates POC

* more dynamic loading of locales

* added locale

* linter

* linter and typecheck

* added md

* translated DateSelect component

* more translations and fixes

* removed redux state for locale

* linter

* typecheck fix

* fix test for schedules.ts

* linter

* fixed System Default language

* loading all locales at once

* added some fallback cases

* bugfix, linter and typecheck

* schedule description rework to have better translation labels

* fixes

* test fix

* Trigger actions

* merge of #4459

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-03-06 15:17:38 -03:00
Matiss Janis Aboltins
c510f722ef ♻️ (components) moving icons to the component lib (#4554) 2025-03-06 18:16:59 +00:00
lelemm
1fed3ebbd7 Memoize external accounts for bank sync (#4540)
* Memoize external accounts

* md
2025-03-05 12:23:08 -03:00
Joel Jeremy Marquez
84e4cda6ad [TypeScript] Make db.firstSync generic to make it easy to type DB query results (#4249)
* [TypeScript] Make db.first generic

* Release notes

* Fix typecheck error

* Cleanup type

* Update db.first calls

* Fix strict type

* [TypeScript] Make db.firstSync generic

* Release notes

* Coderabbit review
2025-03-04 15:00:44 -08:00
Joel Jeremy Marquez
4fb5bbca34 Extract payees related server handlers from main.ts to server/payees/app.ts (#4443)
* Extract payees related server handlers from main.ts to server/payees/app.ts

* Release notes

* Payee model mapping methods

* Re-arrange methods

* Update types

* Remove undoable because there is withUndo already

* Support meta in undoable

* Fix types

* Fix typo on test
2025-03-04 15:00:27 -08:00
lelemm
e0805c125f 🐛 Fix for ACTUAL_PORT and PORT vars (#4537)
* Fix for ACTUAL_PORT and PORT vars

* md
2025-03-04 20:26:45 +00:00
Matt Fiddaman
a2fc6bdd31 Add "payee is nothing" condition to rule if there is no payee set in a schedule (#4267)
* if no payee set in schedule, add payee = nothing to rule

* note
2025-03-04 19:13:00 +00:00
Joel Jeremy Marquez
866f4891ce [TypeScript] More specific types on budget table components (#4524)
* [TypeScript] More specific types on budget table components

* Release notes

* Wrong PR number
2025-03-04 11:00:34 -08:00
Joel Jeremy Marquez
0f7a1e6b97 [Redux Toolkit Migration] modalsSlice (#4119)
* Migrate to accountSlice

* Fix lint and typecheck errors

* Update types

* Fix lint

* Fix types

* Cleanup

* Rename file

* Rename state

* Cleanup

* Fix typecheck error

* Move createAppAsyncThunk

* Queries slice

* Budgets slice

* Fix lint errors

* Undo auto removal of import/no-unresolved

* Update index.ts

* Modal slice

* Use loot-core Modal type in all modals

* Fix typecheck error

* Fix errors

* Remove ModalsState

* Fix typecheck error

* Update payload

* Fix typecheck error

* Update new modals

* Fix typecheck errors

* Fix lint error

* Fix typecheck error

* Fix typecheck error

* Update packages/desktop-client/src/components/modals/PluggyAiInitialiseModal.tsx

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

---------

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
2025-03-04 10:38:33 -08:00
Matt Fiddaman
0b15ba18a0 disable mangling when building (#4532)
* disable mangling

* note
2025-03-04 18:09:08 +00:00
lelemm
cfc8186da1 🐛 Fix config for default data dir (#4535)
* Fix config for default data dir

* md

* Fix for testing

* linter
2025-03-04 18:06:13 +00:00
lelemm
47ad1492dc 🐛 Fix production builds missing convict and pluggy-sdk (#4534)
* Fix production builds

* md
2025-03-04 14:33:44 -03:00
lelemm
90af0466f4 🐛 Fixes for OpenID with the new config (#4530)
* Fixes for openid with the new config

* md
2025-03-04 13:57:18 -03:00
Luke
98e4ece50a Allow marking transactions as Transfers on mobile devices (#4511)
* Extract existing "Make Transfer" functionality

* Add "Make Transfer" functionality to mobile menu

* Don't just blindly allow setting as transfer

* Update disabled colour and missing translations

* Fix import warnings

* Add release note

* Use correct translation function

* Determine whether to show the "Make Transfer" option or not based on the presence of an account

* Build list of menu options nicer

* Fix types

* Fix translations

* Use Trans component instead of t function

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

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-03-04 13:37:58 +00:00
Szymon Romanko
9e82032595 Fixed transaction dates in bank sync with MBANK_RETAIL_BREXPLPW (#4493)
* fixed transaction date for MBANK_RETAIL_BREXPLPW

* cleared up imports after previous commit (9251d3e1)

* added release notes

* linted code

* Update packages/sync-server/src/app-gocardless/banks/mbank_retail_brexplpw.js

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

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-03-04 12:34:01 +00:00
lelemm
abb6e86f35 🐛 Fix on typed select (#4529)
* Fix on typed select

* md

* merge fix

* linter
2025-03-04 09:06:37 -03:00
Matt Fiddaman
c8d14cae09 improve summary report monthly average calculation (#4302) 2025-03-04 11:33:29 +00:00
lelemm
d815a22f6b Refactoring load-config.js (#4440) 2025-03-04 08:15:46 -03:00
lelemm
d5e2030d23 Pluggy.ai bank sync (#4049)
* added Pluggy.ai bank sync

* added md

* code review nits

* small fixes

* fix syncs

* refactory after redux changes

* changed trunc to round

* removed debugger

* linter

* linter again

* sync-server changes

* types

* code review

* typecheck

* fixes

* removed old sync server file

* code review

* added more fields to mapping

* linter

* code review

* Update packages/sync-server/src/app-pluggyai/app-pluggyai.js

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

* code review

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-03-04 08:07:58 -03:00
Matiss Janis Aboltins
f9b8dde199 🐛 make custom report side nav bar responsive (#4522) 2025-03-04 04:14:45 +00:00
Matt Fiddaman
c17cd28525 Show the last bank sync in plain language instead of timestamp (#4523)
* use relative time strings for last bank sync

* note
2025-03-03 21:58:53 +00:00
Margarida Reis
5ebbff4f87 feat: add "last reconciled" timestamp to accounts (#4459)
* feat: add "last reconciled" timestamp to accounts

add a `last_reconciled` column to the `accounts` table, which stores a UNIX timestamp indicating when each account was last reconciled
upon initial release, all accounts will display "Not yet reconciled"; however, after completing reconciliation and pressing the "Done reconciling" button, the timestamp will be updated accordingly

* test: generate mock accounts with `last_reconciled` as `null`

generate mock accounts with the `last_reconciled` value set to `null`, to match the expected behaviour that new accounts will start with a "Not yet reconciled" status

* improvement: display "last reconciled" timestamp in tooltip

relocate the "last reconciled" timestamp from the account balances header to a tooltip displayed when hovering over the "Reconcile" button
2025-03-03 12:27:57 -07:00
Matt Fiddaman
ca2a930bd5 bump versions to v25.3.1 (#4521)
* bump versions

* remove release notes from patch release
2025-03-03 19:13:29 +00:00
Margarida Reis
7346198360 fix: filtering of transfer transactions (#4519)
fix issue where transactions for transfers between accounts (i.e., transactions where the payee is another account) were not properly filtered during searches
2025-03-03 18:49:50 +00:00
Michael Clark
17c4d168fa 🐛 Fix error modal not showing when in non-secure context (#4499)
* init when not ssl

* bringing it all back

* huh

* race conditions....

* release notes

* remove unneeded console log
2025-03-03 18:47:27 +00:00
Michael Clark
b74175e660 :electron: Copy budget files to succeed even if cleanup fails & adding retries (#4507)
* allowing copy budget files to succeed even if cleanup fails

* release notes

* updating fs-extra

* retries in for removing dir

* better retry defaults

* defaults
2025-03-03 18:46:22 +00:00
youngcw
3628deee95 [Goals] Better processing for by templates (#4486)
* upgrade the by templates

* note

* lint
2025-03-03 09:37:20 -07:00
Matt Fiddaman
7650eed644 increase timeout for SimpleFIN batch sync and add debug logging (#4515)
* increase timeout for SimpleFIN batch sync, add logging

* note

* ensure errors bubble up to the UI
2025-03-03 15:49:10 +00:00
Mahmoud Hanafy
eeeb1d3bcd Ignore user's fly.toml (#4508)
* Ignore user's fly.toml

* Add release notes
2025-03-03 14:17:42 +00:00
Gianluca Trombetta
3863ce369d Fix typo (#4506)
* Fix typo

* Release notes
2025-03-03 10:30:58 +00:00
Julian Dominguez-Schatz
e10b105756 Fix number input on mobile with hidden decimals (#4503)
* Fix number input on mobile with hidden decimals

* Add release notes
2025-03-02 12:18:27 -05:00
Joel Jeremy Marquez
89006275a0 [TypeScript] Make db.first generic to make it easy to type DB query results (#4248)
* [TypeScript] Make db.first generic

* Release notes

* Fix typecheck error

* Cleanup type

* Update db.first calls

* Fix strict type

* Code review

* Fix typo
2025-03-01 09:33:45 -08:00
Joel Jeremy Marquez
b4f423eac0 [Mobile] Add support for searching child transactions (#4471)
* [Mobile] Add support for searching child transactions

* Release notes
2025-02-28 23:31:54 -08:00
Joel Jeremy Marquez
d5f55cee80 Fix react-hooks/exhaustive-deps error on useSheetValue.ts (#4278)
* Fix react-hooks/exhaustive-deps error on useSheetValue.ts

* Release notes

* Add comments

* Fix typecheck error
2025-02-28 23:20:25 -08:00
Joel Jeremy Marquez
fcf110749d [Redux Toolkit Migration] budgetsSlice (#4114)
* Migrate to accountSlice

* Fix lint and typecheck errors

* Update types

* Fix lint

* Fix types

* Cleanup

* Rename file

* Rename state

* Cleanup

* Fix typecheck error

* Move createAppAsyncThunk

* Queries slice

* Budgets slice

* Fix lint errors

* Fix import

* Release notes

* Undo auto removal of import/no-unresolved

* Move backup actions to budgetSlice

* Fix lint error

* Fix loadBudget

* Update index.ts
2025-02-28 22:59:51 -08:00
Matt Fiddaman
6db52ca7a8 fix negative amount parsing (#4489)
* fix negative amount parsing

* note
2025-03-01 03:50:16 +00:00
Th3Heavy
e91f8e7e06 Update bank-factory.js add bank to BANKS_WITH_LIMITED_HISTORY (#4416)
* Update bank-factory.js

add bank  90 days limit history:
INDUSTRIEL_CMCIFRPAXXX
QONTO_QNTOFRP1

* Create 4416

* Rename 4416 to 4416.md
2025-03-01 02:54:54 +00:00
Matt Fiddaman
1425671d16 prevent subsequent builds from failing when fetching translations (#4485)
* bring back deleted files for subsequent builds

* note
2025-03-01 02:49:41 +00:00
Tim
61364fb846 align month picker years to the month text (#4474)
* align month picker years to the month text

* update vrt

* add upcoming-release-notes
2025-02-28 21:23:24 -05:00
Julian Dominguez-Schatz
1a5f83d78c Update transaction repair tool to remove erroneous transaction errors (#4464)
* Update transaction fix tool to remove errors from regular transactions

* Add release notes

* Update 4464.md
2025-02-28 21:21:27 -05:00
github-actions[bot]
b0deedb411 🔖 (25.3.0) (#4478)
* 🔖 (25.3.0)

* Empty commit to bump ci

* Remove used release notes

* Empty commit to bump ci

* Bump sync-server for web release

* Remove used release notes

* Empty commit to 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>
v25.3.0
2025-02-28 20:19:57 -05:00
Michael Clark
103d95bbc8 🐳 Docker images to be published under the actual repo (#4483)
* docker images to be published to the main repo

* release notes
2025-02-28 19:38:34 -05:00
Julian Dominguez-Schatz
d11fc59ec9 Update bump-package-versions script to handle no input version (#4477) 2025-02-27 19:15:15 -05:00
Matt Fiddaman
1c931cf01c add last bank sync tracking back in (#4472)
* add last sync tracking back in

* note

* type

* db.update
2025-02-27 19:41:24 +00:00
Matt Fiddaman
7f50c73866 fix category group deletion on mobile (#4469)
* fix deleting category groups on mobile

* note
2025-02-27 17:17:07 +00:00
youngcw
a7cde1f90d fix #4445 (#4468)
* change condition

* new message

* fix

* lint
2025-02-27 10:06:08 -07:00
Julian Dominguez-Schatz
398ada0afd Fix crash when deleting child transactions from an errored split (#4465)
* Fix crash when deleting child transactions from an errored split

* Add tests

* Add release notes

* Add graceful fallback

Fallback: don't try to show errors on a transaction if it's not actually
a split.
2025-02-27 09:16:52 -05:00
Julian Dominguez-Schatz
8b928b3b21 Fix missing space in bank sync strings (#4463)
* Fix missing space in string

* Add release notes
2025-02-26 20:17:02 -05:00