Commit Graph

622 Commits

Author SHA1 Message Date
Jed Fox
d2185909c3 Add support for credit card OFX files (#987) 2023-05-02 17:48:01 -04:00
Jed Fox
646d0d90a4 Remove unused payee rules feature (#985)
Fixes #615. I would appreciate double-checking that I didn’t
accidentally delete anything that is important.

Since I’m removing the related API methods, this is technically a
breaking change (even if people would have no reason to remove this
stuff), so we should probably do a major release of the API package.
2023-05-02 14:08:05 -04:00
shall0pass
66f7336be8 Priorities for goals (#961)
This attempts to add priorities for goal templates and addresses most of
https://github.com/actualbudget/actual/issues/959.

I couldn't find a good way to preserve both "Apply" and "Overwrite"
operations, so this PR does away with the current "Apply" action
behavior. Every box with a budgeted value will be overwritten if a
template goal is present.

The added syntax to define priorities is as follows:
#template    -- priority 0, highest priority
#template-1  --priority 1, 2nd highest priority
#template-2 --priority 2, 3rd highest priority
#template-N --priority N, as many as you'd like.

~~Leaving as a draft as this may not be the preferred implementation but
I wanted others to be able to try it with netlify.~~

---------

Co-authored-by: Caleb Young <cwy@rincon.com>
2023-05-02 13:53:09 -04:00
Matiss Janis Aboltins
4cebdb537c (nordigen): ability to set secrets via the UI (#968) 2023-05-01 21:04:19 +01:00
Matiss Janis Aboltins
3d4b0c0e25 👷 run feature-request management action once (#982)
Run the feature-request github action only once for the "feature" label.

Demo: https://github.com/MatissJanis/actual/issues/8


Also fixed the link to issue list.
2023-05-01 20:37:54 +01:00
Matiss Janis Aboltins
99cf51c159 👷 run feature-request action on labeled action (#980)
Run the feature request management action when adding "feature" label.

This will allow us to..
1. remove "feature" label
2. add back "feature" label

Thus execute the workflow on the existing issues.
2023-05-01 20:26:04 +01:00
Matiss Janis Aboltins
e6b5782c64 👷 auto-close feature requests (#954) 2023-05-01 19:53:35 +01:00
Matiss Janis Aboltins
977296361c 🐛 (nordigen) bank-list error handling (#969)
Improving error handling for Nordigen.

Before: if loading banks failed - a loading indicator would be shown
forever.

After: is loading banks fails - an error message is shown.
2023-05-01 18:32:48 +01:00
Matiss Janis Aboltins
2d26cf3ad1 📝 add back rich, add alberto (#978)
Updating active contributor list
2023-05-01 10:47:46 +01:00
Matiss Janis Aboltins
759a018346 🔧 make start:browser the default cmd instead of start:desktop (#977) 2023-05-01 10:47:36 +01:00
Matiss Janis Aboltins
4aab3dec0c 🔥 remove unused prop-types dependency (#976)
Removing unused `prop-types` dependency.
2023-05-01 10:47:27 +01:00
Trevor Farlow
bd14b51e1c @typescript-eslint/no-unused-vars (#974)
Switch to TS version of `no-unused-vars` rule.
2023-04-30 17:20:55 -06:00
Alberto Gasparin
2d7e0c3f7a Migrate core to TS p4 (#957)
This is the last PR with lots of renaming for `loot-core`!
2023-04-30 09:25:45 +10:00
Matiss Janis Aboltins
c4d3a1ce76 🐛 position notification banners always at bottom (#972)
Closes #956
2023-04-29 18:58:39 +01:00
Matiss Janis Aboltins
db65e83722 🐛 (Text) single-line text (#967) 2023-04-29 17:26:34 +01:00
Matiss Janis Aboltins
71908b6fb9 🐛 (transaction-table) show checkbox on hover (#966)
Closes #965
2023-04-28 23:32:26 +01:00
Matiss Janis Aboltins
851fa8c7f5 refactor(typescript): move some common components to TS (#962) 2023-04-28 23:13:37 +01:00
Matiss Janis Aboltins
30684a47d7 🐛 (mobile) correct topbar color on settings page (#960)
Closes #935

Before: we render all the pages (even the inactive ones in some cases)

After: we render only the visible pages. Thus the topbar color is set
only 1x.. thus the settings page topbar has the correct color.
2023-04-26 22:23:48 +01:00
Matiss Janis Aboltins
4b712699a8 🐛 (schedules) make transfers appear in both accounts (#955)
Closes #551

Make scheduled transfers appear in both accounts.
2023-04-25 20:24:32 +01:00
Matiss Janis Aboltins
abc4552a78 🐛 (nordigen) fallback button to re-init bank-sync for popover blockers (#950) 2023-04-24 09:27:57 +01:00
Matiss Janis Aboltins
a69d858328 ♻️ re-arrange schedule operation options to be more logical (#953) 2023-04-24 09:27:17 +01:00
biohzrddd
9695043206 Add setting to change first day of the week: Issue #844 (#910)
<!-- Thank you for submitting a pull request! Make sure to follow the
instructions to write release notes for your PR — it should only take a
minute or two:
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Resolves issue #844 .

---------

Co-authored-by: biohzrddd <>
2023-04-23 15:43:34 -04:00
Aaron Eiche
e036397614 Fixes issue #846 by eliminating empty lines during import. (#951) 2023-04-23 20:38:32 +01:00
Henrik Maaland
43cd6b6347 Show pending transactions from Nordigen in transactions table (#919) 2023-04-23 18:15:39 +01:00
Matiss Janis Aboltins
9ee93f74fe 🐛 (autocomplete) touch event support (#949)
Closes #927
2023-04-23 17:41:57 +01:00
Matiss Janis Aboltins
89c065e401 🐛 (autocomplete) fix multi-select (#947) 2023-04-23 17:31:07 +01:00
Jed Fox
6325a36847 Don’t reset checked transactions when creating a schedule (#946) 2023-04-23 12:18:02 -04:00
Matiss Janis Aboltins
76c69a6e70 ⬆️ (autocomplete) upgrade Downshift dependency (#945)
Upgrading `Downshift` dependency
2023-04-23 16:57:15 +01:00
Jed Fox
c7f6ca4302 Fix j/k shortcuts to move between transactions on account pages (#939) 2023-04-23 08:15:36 -04:00
Matiss Janis Aboltins
36b2d7d090 🎨 (autocomplete) set min-width for the tooltip (#933) 2023-04-23 07:16:42 +01:00
Matiss Janis Aboltins
7c80a200d7 ♻️ (autocomplete) cleaning up state updates (#931) 2023-04-23 07:16:29 +01:00
Alberto Gasparin
e8a62f89a1 Migrate core to TS p3 (#896)
Another batch of `loot-core` migrated.
2023-04-22 20:43:47 -04:00
Davis Silverman
b0c5a9389c Use Peggy instead of deprecated Peg.js (#934)
Hi there, `Peg.js` is unmaintained, so I figure you all would appreciate
if I replaced it with the drop-in replacement of Peggy. This is work I
am breaking out of #918.

Peggy adds new features like source map support that we could use,
although I do not include that in this change-set. It may be useful for
debugging changes to the .pegjs file we have.e
2023-04-22 20:16:07 -04:00
Davis Silverman
a1d321d65e Add experimental new OFX importer (#921)
Hi there, 

I try to tackle #798 here. It was suggested to throw this behind a
feature flag, so here it is!

this does its best to import the problem file in #767. 

I am working on this because it would make my work on #918 easier :)

Feel free to set the feature flag to true and try the new importer. The
date parser is not as sophisticated as the one in `node-libofx`, but I
tried 3 different OFX files, one from my bank, one from the mocks, and
one from #767. They all seem to work well enough on that front, but this
is definitely the weak point of the new implementation.

Let me know what you think!
2023-04-22 12:36:12 -04:00
shall0pass
3ceb2d92ad [Feature] Initial concept for adding percentage based goals (#858)
This is an initial concept for adding percent based goal targets.

This version works by using a string in the form of: 
#template 10% of Income <- Income is an income category name. Only
income category names will work here currently.
or
#template 10% of all income<- 'all income' is a keyword in this context
and will base the calculation on the total income for the month.

Some of the nicer touches like Jed's polite notification that the syntax
isn't correct is not implemented here yet.
2023-04-22 11:44:07 -04:00
shall0pass
0bcf6ea6f9 Change method of calculating 'by' matches to use averaging (#879)
I've changed the method of calculating the budgeted amount. There may be
a more efficient way of writing the loop, so I'm looking forward to the
review.

This change implements the mathematics of
(Target1+Target2+TargetN-Last_months_category_balance) / (MonthsRemaing1
+ MonthsRemaining2 + MonthsRemaingN) * N. This is an averaged approach
for multiple templates in the same category. It will appear to
overbudget or underbudget some months compared to multiple single
targets in different categories, yet there should always be enough saved
in the category to satisfy the target due.

Setting a target, it's assumed that money will be spent in the
appropriate month, When a target reaches maturity, the money in the
category associated with that target should be spent or moved so the
remaining targets continue to be funded. I don't see an easy way of
fixing that, but I hope this change will be of some help.

Current method:
Notice how the Bills (flexible) category reduces each month, resulting
in larger budgeted amounts later in the goal cycle.


![Templates-now](https://user-images.githubusercontent.com/20625555/230964939-d20ca72b-1055-471a-9044-7cd640f19875.gif)

Proposed method:
**Note: The fact that the initial fill in this example equals the
expected fill is a coincidence based on the template values I chose. The
initial fills can be different from expected fill.


![Templates-proposed](https://user-images.githubusercontent.com/20625555/230965265-669f996c-3112-437b-ab83-9715ea5dfc7f.gif)
2023-04-22 11:43:34 -04:00
Matiss Janis Aboltins
f8b73355ab (e2e) improving stability - reducing flakiness (#932)
Small changes to the e2e tests to improve the stability.
2023-04-22 16:41:40 +01:00
Matiss Janis Aboltins
38d2e69858 🔖 (23.4.2) revert back to old autocomplete & keyboard shortcut fix (#930)
Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>
Co-authored-by: Jed Fox <git@jedfox.com>
v23.4.2
2023-04-22 15:27:58 +01:00
Jed Fox
944c7ff30f Improve sidebar auto-floating behavior (#868)
I got some feedback in the discord that this behavior was disruptive
when zooming in.

- I’ve reduced the breakpoint so hopefully the disruption of the
transition is matched by a significant improvement in available space
now.
- Also the 2 places in the app that use window width (including here)
now check for the width of the `<html>` tag, not the width of the
viewport (those 2 values can be different when doing a pinch-zoom,
causing undesirable layout shifts.)
- Most of the logic has been rewritten to improve the transitions

Mobile & desktop experience

https://user-images.githubusercontent.com/25517624/233653721-b13c5e22-ae11-4bdf-a494-a6916556d05e.mov

https://user-images.githubusercontent.com/25517624/233654784-b6cc1006-44ea-4066-be7a-8d0dd786fb5b.mov

(I’d like tapping on something to close the sidebar on mobile, but that
can be approached in a future PR)
2023-04-21 17:48:47 -04:00
Jed Fox
e9188813fd Fix handling for shortcuts (#926)
It turns out that `event.key` for ctrl/cmd+Z is `z`, and it’s `Z` for
ctrl/cmd+shift+Z.

---------

Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
2023-04-20 18:32:51 -04:00
Jed Fox
131bb86711 Fix currencyToInteger returning null when amount is zero (#915)
Fixes #913. (And probably a few other similar bugs)
2023-04-20 17:21:56 -04:00
Matiss Janis Aboltins
eed097d41e 🔥 remove new autocomplete experiment (react-select) (#924)
Removing `react-select` and the new autocomplete. This experiment has
failed, so cleaning things up now.
2023-04-19 22:08:32 +01:00
Matiss Janis Aboltins
10559a68b3 ♻️ (autocomplete) refactor old autocomplete to remove lively dep (#916) 2023-04-19 16:24:58 +01:00
Pol Eyschen
6e7e98e139 Allow templates to follow named schedules (#885)
Co-authored-by: Jed Fox <git@jedfox.com>
2023-04-16 17:11:25 -04:00
Matiss Janis Aboltins
b89b74c3fa 🔖 (23.4.1) fix rule creation from transaction list (#911) v23.4.1 2023-04-16 18:00:13 +01:00
shall0pass
3fb69e1b1c Fill category field when selecting 'Create rule' (#886) 2023-04-16 11:49:01 -04:00
biohzrddd
19a8f14ad9 Fixes Issue 495 Transfer allowed from same account (#902) 2023-04-16 07:36:22 -04:00
biohzrddd
df63c7e141 Add daily option to schedules (#900) 2023-04-16 07:33:47 -04:00
shall0pass
adb20868cc Improve error reporting for goal templates (#895)
This improves the error reporting when issues are found with Goal
Templates. Before these changes, the only error that would be reported
is the "Bills" error in the image while the other issues would be
ignored and not funded.
2023-04-13 18:01:57 -04:00
Matiss Janis Aboltins
ec3efc7191 🎨 (mobile) settings page header (#887) 2023-04-13 20:00:02 +01:00