Commit Graph

4459 Commits

Author SHA1 Message Date
Matt Fiddaman
f55a42d817 fix report drag and drop reordering (#6763)
* fix report drag and drop

* note
2026-01-23 19:37:17 +00:00
Mats Nilsson
331aafda30 Create an option for stacked net worth graph (#6603)
This commit adds an option to the net worth graph that makes it into a
stacked line graph.
2026-01-23 16:29:30 +00:00
Matt Fiddaman
be95b9a3d5 fix mobile uncategorised banner (#6758)
* fix mobile uncategorised banner

* cleanup unnecessary nesting

* note
2026-01-23 14:25:59 +00:00
Matt Fiddaman
8eadd09bfc fix monthly spending number colouring (#6756)
* fix monthly spending summary colouring

* note

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6756

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2026-01-23 11:11:37 +00:00
Juulz
414aa95fd8 add "To budget" color variables (#6754)
* Add budget color variables to theme

* Add isPositive check for budget amount styling

* Add budget number constants for positive, zero, and negative

* Add budget status constants for positive, zero, and negative

* Add budget number constants for positive, zero, and negative

* Update midnight.ts

* Create 6754.md
2026-01-22 23:10:14 +00:00
Michael Clark
19ed2423d4 Fix edge nightly deploy (#6753)
* fix edge nightly deploy

* fix name

* rename file

* clarifying comment

* bit more clear

* adding release notes to satisfy pipeline

* spelling
2026-01-22 21:47:24 +00:00
Alexis Vielma
4986e433a5 feat: consistent table styling (#6697)
* feat: consistent table styling

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6697

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6697

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6697

---------

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2026-01-22 20:43:39 +00:00
Michael Clark
9a3415adab 🚀 Deploy edge every night (#6751)
* deploy edge at midnight

* release ntoes
2026-01-22 19:39:03 +00:00
Jonathon Jongsma
bcfefde4ad Add contributions to crossover report (#6639)
Add the ability to specify expected monthly contributions to the
crossover report. This will allow users to estimate the growth of their
investments more accurately instead of treating all account growth as
exponential investment returns. When the checkbox is unclicked, the
automatically calculated historical return value will be used. When the
checkbox is clicked, it will display two input fields. One for expected
investment growth, and one for expected monthly contributions to your
retirement accounts.

Signed-off-by: Jonathon Jongsma <jonathon@quotidian.org>
2026-01-22 16:52:34 +00:00
dependabot[bot]
c4514b1fe6 Bump lodash from 4.17.21 to 4.17.23 (#6749)
Bumps [lodash](https://github.com/lodash/lodash) from 4.17.21 to 4.17.23.
- [Release notes](https://github.com/lodash/lodash/releases)
- [Commits](https://github.com/lodash/lodash/compare/4.17.21...4.17.23)

---
updated-dependencies:
- dependency-name: lodash
  dependency-version: 4.17.23
  dependency-type: direct:development
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2026-01-22 12:19:01 +00:00
Matt Fiddaman
7a5bfe7c20 use consistent colours on the budget page (#6747)
* fix colouring of non-numerical summary cards

* define new colours

* use new colours on budget page

* use colours on account pages

* note

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6747

* fix mobile colouring

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6747

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2026-01-22 11:58:15 +00:00
Juulz
323403b5f7 🎨 Shades of gray custom light theme (#6739)
* Add 'Shades of Gray (light)' theme to catalog

* Update color format in customThemeCatalog.json

* [autofix.ci] apply automated fixes

* Add release notes for light custom theme enhancement

🎨 Light custom theme featuring shades of gray and a few colors.

* Reorder color values in customThemeCatalog.json

* Change color value 

Updated a color value in the custom theme catalog.

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2026-01-21 20:55:19 +00:00
Matt Fiddaman
a35fdf4d18 make colours on reports page consistent (#6672)
* add colour definitions

* chart theme definitions

* replace with new colour variables

* clean up chart-theme

* merge fixes

* note

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6672

* coderabbit

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2026-01-21 18:06:00 +00:00
Matiss Janis Aboltins
d0a72f10b6 Fix reports to correctly render categories with identical names (#6733)
* Fix reports to correctly render categories with identical names

Use category id instead of name as the data key for chart lookups to prevent
collisions when multiple categories share the same display name.

* Enhance CustomTooltip in LineGraph and StackedBarGraph to utilize legend data for improved display names. This change introduces a new LegendEntity type and updates the tooltip rendering logic to map data keys to their corresponding names, ensuring clarity when displaying chart data.
2026-01-21 18:01:23 +00:00
J B
b651238ad2 Enhance Average Goal Template to allow adjusting the budgetted amount… (#6711)
* Enhance Average Goal Template to allow adjusting the budgetted amount from the average by a percent or fixed amount

* fix typos

* ensure check is for undefined, so zero doesn't cause edge cases

* typo in enhancement message

* scale by cents for fixed amount, fixup tests for this as well

* Add support for fixed values in Schedule template

* [autofix.ci] apply automated fixes

* Changed to 'fixed' from 'amount'. Added unparse logic for Average, also fixed Schedule unparse

* move to generic for syntax from specific number

* consider currency preferences when calculating fixed modifications

* lint

* [autofix.ci] apply automated fixes

* timeframe -> period

* percentage -> value

* pass currency for calculation

* lint

* import from proper local dir

* [autofix.ci] apply automated fixes

* script block around {number} to prevent mdx conflict

* match order of ops between schedule and average for percent adjustment

* diversify example

* Link to schedule>adjustments from average

* Removed example column in favor of extra context
Slight rewording to avoid 'average' overload

* rabbit nitpicks

* number

* period

---------

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Co-authored-by: youngcw <calebyoung94@gmail.com>
2026-01-21 17:31:46 +00:00
Michael Clark
8d1f0cf1de :electron: Update flathub screenshots to meet quality guidelines (#6611)
* update desktop app screenshots to meet quality guidelines

* better comply with flathub quality guidelines

* screenshot updates
2026-01-21 09:12:53 +00:00
Copilot
b50c45c9c9 Remove broken bank identifier spreadsheet link from GoCardless README (#6731)
* Initial plan

* Remove broken Google Doc link from GoCardless README

Co-authored-by: MatissJanis <886567+MatissJanis@users.noreply.github.com>

* Add release notes for PR #6731

---------

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2026-01-20 21:16:44 +00:00
Matiss Janis Aboltins
8f2369d5b8 Fix desktop notifications positioning (#6729)
* Fix desktop notifications container width

Add explicit width (400px) to the notifications container on desktop
to fix the positioning issue introduced in #6551.

Fixes #6718

* Add release notes for PR #6729

---------

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2026-01-20 21:14:39 +00:00
Matiss Janis Aboltins
713ac88fee Mobile: navigate to config page when switching budget file (#6728)
Change the "Switch budget file" menu option on mobile to navigate back
to the config/budget selection page instead of opening a modal. This
makes the behavior consistent with the "Switch file" button in settings.

Remove the now-unused BudgetFileSelectionModal component.
2026-01-20 21:14:24 +00:00
Juulz
bcbcd6ad9f 🎨 Add new theme 'Theme from 1970' to customThemeCatalog (#6730)
* Add new theme 'Theme from 1970' to customThemeCatalog

* Add release notes for 1970-inspired light theme

Added release notes for a new custom light theme inspired by 1970 colors.
2026-01-20 20:57:06 +00:00
Matiss Janis Aboltins
c9a0ffa91c Replace theme screenshots with color palette preview (#6722)
* Replace theme screenshots with color palette preview

- Replace screenshot images in theme installer with 3x2 color palette grid
- Add colors array to catalog themes in customThemeCatalog.json
- Update CatalogTheme type to include optional colors property
- Remove getThemeScreenshotUrl function
- Extract ColorPalette component to separate file
- Update documentation to reflect color palette instead of screenshots
- Update tests to verify color palettes instead of images
- Extract actual theme colors from GitHub repositories

* Update ColorPalette component to use data-swatch attribute for color swatches in ThemeInstaller tests

* Update packages/desktop-client/src/data/customThemeCatalog.json

Co-authored-by: Michael Clark <5285928+MikesGlitch@users.noreply.github.com>

* Update color palettes for Simple Dark and Okabe Ito themes

Co-authored-by: matiss <matiss@mja.lv>

---------

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Co-authored-by: Cursor Agent <cursoragent@cursor.com>
2026-01-20 18:00:34 +00:00
Matiss Janis Aboltins
6a9df6562c Fix AuthSettings - hide when no server configured and show warning when offline (#6723)
* Fix AuthSettings - hide if no server configured and show warning if offline

* Add release notes for auth settings fix

* Refactor AuthSettings component to always display OpenID label hint and remove offline condition check in tests
2026-01-20 18:00:07 +00:00
Matiss Janis Aboltins
d4144f4b9c lint: enable oxfmt on docs package (#6720) 2026-01-19 22:37:56 +00:00
Matiss Janis Aboltins
176336e7f3 Upgrade oxfmt/oxlint and migrate import sorting to oxfmt (#6719)
* Upgrade oxfmt/oxlint and migrate import sorting to oxfmt

Upgrade oxfmt from 0.22.0 to 0.26.0 and oxlint from 1.38.0 to 1.41.0.

Move import sorting configuration from oxlint (perfectionist/sort-imports)
to oxfmt's new experimentalSortImports feature, which provides native
import sorting support in the formatter.

* Add release notes for maintenance updates including oxlint and oxfmt upgrades
2026-01-19 21:46:24 +00:00
Matt Fiddaman
de0f4e9440 ⬆️ upgrade react deps (#6717)
* react & react-dom

* react-virtualized-auto-sizer v2

* react-grid-layout v2

* note

* Update table.tsx

Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com>

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6717

---------

Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-01-19 18:53:15 +00:00
Matiss Janis Aboltins
65dee4c627 lint: a11y issue fixes (#6679)
* Fix accessibility issues: use semantic HTML and correct tab indices

- Replace View with semantic h1 in ModalHeader
- Fix tabIndex from 1 to 0 in Menu component
- Remove disabled oxlint accessibility rules
- Update components to use proper semantic HTML elements

* Refactor button elements to semantic HTML in Autocomplete and CategoryAutocomplete components

- Replace button elements with div/View while maintaining role="button" for accessibility.
- Update styles and props accordingly to ensure consistent behavior.
- Adjust onClick types in Item and SecondaryItem components for better type safety.

* Add release notes for upcoming maintenance updates addressing various accessibility issues

* Refactor autocomplete components to improve text alignment and button semantics

- Added textAlign: 'left' style to AccountItem and PayeeItem for consistent text alignment.
- Removed type="button" from CategoryItem to streamline button semantics.
- Updated ItemContent to use the Button component instead of a button element, enhancing accessibility and consistency.

* Refactor budget and report components to improve text alignment

- Removed font: 'inherit' style from EnvelopeBudgetComponents and TrackingBudgetComponents for cleaner styling.
- Updated ActionableGridListItem and ReportCard components to replace font: 'inherit' with textAlign: 'left' for consistent text alignment.

* Update ActionableGridListItem to include font inheritance for improved styling consistency

* Refactor button elements to use the Button component for consistency and improved semantics

- Updated various components (EnvelopeBudgetComponents, IncomeCategoryMonth, CategoryMonth, ActionableGridListItem, ReportCard, DesktopLinkedNotes) to replace native button elements with the custom Button component.
- Adjusted styles and event handlers to align with the new Button implementation, ensuring consistent behavior and accessibility across the application.

* Update Button and ActionableGridListItem styles for consistency

- Set a fixed borderRadius of 4 for the Button component, ensuring uniformity across variants.
- Adjusted ActionableGridListItem to have a borderRadius of 0 for a cleaner design.

* Update CategoryAutocomplete to include button type attribute for improved semantics

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6679

* Update VRT screenshot for Payees search functionality

---------

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2026-01-19 18:19:13 +00:00
Copilot
9376217c5e Fix mobile Calendar crash from missing DisplayPayeeProvider (#6698)
* Initial plan

* Fix mobile Calendar fatal error by correcting height constraint

The Virtualizer component in TransactionList requires its parent to have a defined height. Changed the View wrapper from height: '100%' to flex: 1 to properly distribute space within the flex container, accounting for the chevron button.

Co-authored-by: MatissJanis <886567+MatissJanis@users.noreply.github.com>

* Add DisplayPayeeProvider to fix mobile Calendar error

The TransactionListItem component uses useDisplayPayee hook which requires DisplayPayeeProvider context. Wrapped TransactionListMobile with DisplayPayeeProvider to fix "useDisplayPayee must be used within a DisplayPayeeContextProvider" error on mobile.

Co-authored-by: MatissJanis <886567+MatissJanis@users.noreply.github.com>

* Change flex to height for View component

* Add release notes for PR #6698

---------

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2026-01-19 18:05:02 +00:00
Matiss Janis Aboltins
e6e108ffbd Add error styling to ThemeInstaller component (#6689)
* Add error styling to ThemeInstaller component

* Add upcoming release notes for theme enhancements, including improved error handling and expanded theme catalog.

* Update upcoming-release-notes/6689.md

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

* Update ThemeInstaller to set selected catalog theme on click

---------

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2026-01-19 18:04:45 +00:00
Matt Fiddaman
517b1b4a81 fix "show completed schedules" toggle being persisted (#6716)
* make mobile consistent with desktop

* remove old option and modal

* note

* remove some useMemos

* coderabbit
2026-01-19 17:37:42 +00:00
Matt Fiddaman
cdae09e554 fix HyperFormula custom functions and add FIXED formula (#6645)
* fix custom HyperFormula functions

* add FIXED formula

* note

* [autofix.ci] apply automated fixes

---------

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2026-01-19 17:00:40 +00:00
Juulz
59233c4786 🎨 Add Simple Dark and Okabe Ito custom themes to catalog (#6696)
* Update customThemeCatalog.json

Add Simple Dark and Okabe Ito themes

* Add Simple Dark and Okabe Ito themes to theme catalog

* Update customThemeCatalog.json
2026-01-19 16:54:45 +00:00
Matt Fiddaman
502babd310 add separator between PR body and bundle stats (#6715)
* add seperator line before bundle stats post

* note

* [autofix.ci] apply automated fixes

---------

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2026-01-19 16:39:36 +00:00
Matt Fiddaman
3c302b3af9 apply tabular number styles more consistently (#6661)
* reports/reports

* reports/graphs

* account balance

* budgets

* goals

* reports stragglers

* rules

* schedules

* table

* bank sync modal

* spreadsheet

* inputs

* cover menu

* note

* agent configs, and coderabbit review rule

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6661

* fix test

* rename to FinancialText

* lint

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6661

---------

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2026-01-19 16:39:16 +00:00
Matt Fiddaman
4c2d3e6998 ⬆️ bump Electron versions (#6703)
* bump electron

* note
2026-01-19 11:19:47 +00:00
Julian Dominguez-Schatz
e79d91b000 Change 'Bugfix' -> 'Bugfixes' in release notes (#6707)
* Change 'Bugfix' -> 'Bugfixes'

* Add release notes for PR #6707

---------

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2026-01-18 22:03:39 +00:00
Matiss Janis Aboltins
2457a0b454 Add blog post: Next Steps for Funding Contributors (#6673)
* Add blog post: Next Steps for Funding Contributors

* Add release notes for PR #6673

* Delete upcoming-release-notes/6673.md

* Update packages/docs/blog/2026-01-17-next-steps-for-funding-contributors.md

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

---------

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2026-01-18 21:37:22 +00:00
Julian Dominguez-Schatz
84a1d12dae Remove duplicate spelling check (#6691)
* Remove duplicate spelling check

* Correct Flathub store capitalization in release notes

* Fix typo in Flathub store automation entry

* Add release notes for PR #6691

---------

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2026-01-18 19:27:49 +00:00
Copilot
b50d48a31a Fix sidebar link highlighting for nested routes (#6669)
* Initial plan

* Add release notes for PR #6669

* Fix Reports link highlighting in sidebar for nested routes

Co-authored-by: MatissJanis <886567+MatissJanis@users.noreply.github.com>

* Simplify by hardcoding end={false} in InternalLink

Co-authored-by: MatissJanis <886567+MatissJanis@users.noreply.github.com>

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6669

* Fix All accounts link to use exact matching

Co-authored-by: MatissJanis <886567+MatissJanis@users.noreply.github.com>

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6669

* Merge master and accept incoming screenshot changes

Co-authored-by: MatissJanis <886567+MatissJanis@users.noreply.github.com>

* Remove screenshot changes from current branch

Co-authored-by: MatissJanis <886567+MatissJanis@users.noreply.github.com>

* Revert all remaining screenshots to master versions

Co-authored-by: MatissJanis <886567+MatissJanis@users.noreply.github.com>

* Rename 'end' prop to 'isExactPathMatch' for clarity

Co-authored-by: MatissJanis <886567+MatissJanis@users.noreply.github.com>

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6669

---------

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2026-01-18 18:11:07 +00:00
Matiss Janis Aboltins
9289932af9 Fix flaky mobile payees VRT test by waiting for navbar animation (#6699)
* Fix flaky mobile payees VRT test by waiting for navbar animation to complete

Add wait timeout after dragNavbarDown() to ensure react-spring animation finishes before screenshots are taken.

* Add release notes for reducing payees e2e test flakiness

* Fix release note formatting: use sentence case and add period

Co-authored-by: matiss <matiss@mja.lv>

---------

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2026-01-18 18:10:35 +00:00
Matt Fiddaman
fe624f0158 post bundle size comparison comment in the PR body instead (#6677)
* post size-compare comment in pr body instead of comment

* note
2026-01-18 18:07:48 +00:00
Julian Dominguez-Schatz
7443886856 Run yarn dedupe on the repository (#6694)
* Run yarn dedupe

* Add release notes
2026-01-18 16:42:07 +00:00
Matthias Benaets
58b1420c60 fix: limit custom css textarea to resize vertically (#6695) 2026-01-18 13:54:57 +00:00
Michael Clark
7035b32f26 🎨 Custom theme: Black Gold (#6688)
* black gold theme

* release notes

* release note typo

* release note
2026-01-18 09:42:00 +00:00
Matiss Janis Aboltins
ee0e7ed3e0 Refactor theme catalog fetching to use custom hook (#6681)
* Refactor theme catalog fetching to use custom hook

- Move catalog fetching logic from ThemeInstaller to useThemeCatalog hook
- Fetch catalog asynchronously from GitHub instead of direct import
- Update tests to mock useThemeCatalog hook for faster test execution
- Remove catalog validation and translation dependencies from hook

* Remove redundant visibility checks for 'Demo Theme' button in ThemeInstaller tests and add assertion to verify presence of images.

* Refactor ThemeInstaller component to improve error handling and loading state display

- Change conditional rendering for catalog error to use ternary operator for clarity
- Simplify loading state display logic within the theme catalog view
- Ensure consistent styling and structure for theme items in the catalog

* Initialize loading state in useThemeCatalog hook to true

* [autofix.ci] apply automated fixes

---------

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2026-01-17 10:06:16 +00:00
Matiss Janis Aboltins
b6452f930b lint: add perfectionist/sort-named-imports rule (#6680)
* Apply import sorting with perfectionist/sort-named-imports rule

- Add perfectionist/sort-named-imports oxlint rule
- Sort named imports: value imports before type imports
- Update component-library and desktop-client files to match new rule

* Add release notes for linting updates on named imports
2026-01-16 23:41:45 +00:00
Joel Jeremy Marquez
bf814a6873 Update category schedule indicator to honor the upcoming days length setting (#6559)
* Update category schedule indicator to honor the upcoming days length setting

* [autofix.ci] apply automated fixes

* Update filter

---------

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2026-01-16 17:40:05 +00:00
Matt Fiddaman
81c5dd347f fix inaccurate net payment/deposit calculations (#6675)
* fix net calculations

* note
2026-01-16 17:22:16 +00:00
Matt Fiddaman
cd87d5a899 give contributor points for marking issues as duplicates (#6659)
* reward closing issues as duplicates

* note

* remove debugging
2026-01-16 15:19:57 +00:00
Asherah Connor
f5e1d5eab4 Only reverse import preview transactions if they appear to be sorted by date ascending (#6543)
* Sort import preview transactions by (parsed) date, descending

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6543

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
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2026-01-16 14:50:54 +00:00
Matiss Janis Aboltins
6bf119786c lint: re-enable some react rules (#6667)
* Remove hooks disable in electron fixtures

Co-authored-by: matiss <matiss@mja.lv>

* Add release notes for PR #6667

* Re-enable exhaustive-deps for low-risk hooks

Co-authored-by: matiss <matiss@mja.lv>

* Reduce exhaustive-deps overrides

Co-authored-by: matiss <matiss@mja.lv>

* Format useQuery hook

Co-authored-by: matiss <matiss@mja.lv>

* Fix exhaustive-deps warnings in hooks

Co-authored-by: matiss <matiss@mja.lv>

* Format useQuery dependencies

Co-authored-by: matiss <matiss@mja.lv>

* Document dynamic hook dependencies

Co-authored-by: matiss <matiss@mja.lv>

* Use react exhaustive-deps disables

Co-authored-by: matiss <matiss@mja.lv>

* Adjust exhaustive-deps disables

Co-authored-by: matiss <matiss@mja.lv>

* Refactor React hooks to address exhaustive-deps linting issues

- Updated multiple components to use `useEffectEvent` for better handling of dependencies.
- Adjusted dependencies in various hooks to improve code quality and maintainability.
- Removed unnecessary `useCallback` and `useRef` usages where applicable.
- Consolidated linting rules for React hooks to enhance consistency across the codebase.

* Refactor useEffect hooks to improve dependency management

- Updated ManageRules component to correctly return the init function in useEffect.
- Adjusted Modals component to disable exhaustive-deps linting for specific dependencies, enhancing clarity and maintainability.

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