Commit Graph

1619 Commits

Author SHA1 Message Date
Joel Jeremy Marquez
7fb949e9b1 Composite tsconfig 2025-05-02 14:03:54 -07:00
Joel Jeremy Marquez
55bdb316f7 Update to @desktop-client 2025-05-02 09:33:41 -07:00
Joel Jeremy Marquez
b9c4b1b7b9 Fix line errors 2025-05-02 09:17:49 -07:00
Joel Jeremy Marquez
a3c4b132fd Use @hooks path alias for cleaner imports 2025-05-02 09:17:36 -07:00
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
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
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
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
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
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
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
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
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
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
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
lelemm
cefc8da7bc 📚 Missing translations [rules and to budget] (#4770)
* Missing translations

* md

* wrong md name
2025-04-08 11:04:04 -03:00
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
Matiss Janis Aboltins
c4b4108eca 🔧 improving typechecker and lint local performance (#4710) 2025-04-06 14:47:49 +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>
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
Matiss Janis Aboltins
aef38f1679 🐛 fix menu not closing when menu item is clicked (#4716) 2025-03-31 18:15:17 +01:00
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
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
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
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
Alec Bakholdin
6b2d2420a5 🐛 Fixed GoCardless SelectLinkedAccounts institution bug (#4667)
* Fixed GoCardless SelectLinkedAccounts institution bug

* Modified to guarantee string return type

* Update packages/desktop-client/src/components/modals/SelectLinkedAccountsModal.jsx

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

* Update packages/desktop-client/src/components/modals/SelectLinkedAccountsModal.jsx

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

* Update packages/desktop-client/src/components/modals/SelectLinkedAccountsModal.jsx

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

* Formatting

* Fixed spread syntax

* consistency in method (probably redundant)

---------

Co-authored-by: Alec Bakholdin <abakho@icims.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
2025-03-21 07:56:25 -07:00
Joel Jeremy Marquez
af09e5b1d5 Fix error on budget file selection page when using server (#4670)
* Fix error on budget file selection page when using server

* Release notes
2025-03-21 06:29:07 -07:00