Commit Graph

2936 Commits

Author SHA1 Message Date
Matt Stillwell
b22579bdeb docs: update api reference for incorrect category parameter (#6123)
* docs: update api reference for incorrect category parameter

* remove release note

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-11-12 11:32:56 +00:00
youngcw
cac4be7d38 Add in mobile running balance (#5513)
* Revert "Revert "Mobile running balance" because its causing extreme slowness …"

This reverts commit 6e2154d401.

* Fix rebase error

* Release notes

* [autofix.ci] apply automated fixes

* Cleanup

* Rename some props

* Delete upcoming-release-notes/5219.md

* Do not calculate running balance if searching or non-account

* Temporarily increase timeout

* Do not show running balance on non-account views

* Fix merge error

* Fix lint

* Coderabbit feedback

* Update TransactionList dependencies

* Remove test.slow()

* [autofix.ci] apply automated fixes

---------

Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-11-11 16:54:04 -07:00
Matiss Janis Aboltins
914cc6503e ForceReload: change web update logic from .reload() to .applyAppUpdate() (#6119) 2025-11-11 23:21:21 +00:00
Matt Fiddaman
b142cf6cda 📚 remove references to the old docs repository (#6113)
* remove references to docs repo

* note
2025-11-11 22:19:36 +00:00
Matiss Janis Aboltins
611be5dd45 Fix FAQ: Correct information about upload size limits (#6103) 2025-11-11 19:26:26 +00:00
Matiss Janis Aboltins
f41386b753 Convert FiltersMenu to TypeScript (#6091) 2025-11-10 21:40:05 +00:00
Matiss Janis Aboltins
717a7db9e7 Docs: remove account type reference (#6106) 2025-11-10 21:39:48 +00:00
Matiss Janis Aboltins
b307cbc7ea docs: fix incorrect ActualQL function usage in aggregate examples (#6105)
Fixed incorrect usage of amount field in  aggregate function examples.
Changed 'amount' to '' to match ActualQL syntax requirements.
2025-11-10 21:39:30 +00:00
Matiss Janis Aboltins
1d8580cead Fix mobile bank sync full width (#6098) 2025-11-10 18:45:16 +00:00
Matiss Janis Aboltins
da3f4c3091 Add force reload button to settings (#6090) 2025-11-10 18:01:19 +00:00
Matt Fiddaman
0e8aa7ddc4 initial cleanup post docs merge (#6095) 2025-11-10 11:38:48 +00:00
Ishan Jain
a1a7c45068 Added tilde(~) separator to CSV parser (#6045) 2025-11-10 11:05:32 +00:00
Copilot
2e061daa5e Default custom reports to include hidden categories and uncategorized transactions (#6092) 2025-11-09 20:30:08 +00:00
Matt Fiddaman
37b62d0941 merge actualbudget/docs into main repo (#6029) 2025-11-08 22:18:30 +00:00
Julian Dominguez-Schatz
dedf0cd6f8 Fix style issues after Stack migration (#6086)
* Fix style issues after Stack migration

* Add release notes
2025-11-08 15:50:03 -05:00
Julian Dominguez-Schatz
31455d475c Fix automations not saving on modal close (#5811)
* Fix automations not saving on modal close

* Add release notes

* CodeRabbit feedback

* Fix

* PR feedback

* Revert unnecessary change
2025-11-08 15:49:20 -05:00
Michael Süssemilch
47c09ffcfa feat(currency): add currency support to templates and goals (#5955)
* feat(currency): add currency support to templates and goals

* fix: linting

* fix: add weekly guard as per coderabbit suggestion

* fix: add decimalPlaces to removeFraction

* test: add tests for JPY

* simplify currency usage in template
2025-11-08 10:19:33 -07:00
Matiss Janis Aboltins
1138fc10cf Convert TransactionEdit to TypeScript (#5998) 2025-11-08 08:35:11 +00:00
Jonathan Bramley
2e7e0b520b Sync cleared error (#6082) 2025-11-08 00:21:04 +00:00
Michael Clark
ffe55244e5 :electron: Remove unneeded prop on flathub store metainfo (#6085)
* display length is no longer valid on newer version of appstream

* release notes
2025-11-07 21:18:06 +00:00
Carlos Simon
b7841d0313 Added Guatemalan quetzal (GTQ) and Danish krone (DKK) (#6084)
* chore: initialize add-gtq-dkk branch

* feat: add gtq and dkk currencies

* chore: add release-note
2025-11-07 19:20:19 +00:00
Matt Fiddaman
1889b8762a remove yarn.lock 2025-11-07 18:20:11 +00:00
Matt Fiddaman
7904310be8 cleanup lint/typecheck errors 2025-11-07 18:20:11 +00:00
Matt Fiddaman
aa9cea78e2 integrate docs into workspace 2025-11-07 18:20:11 +00:00
Matt Fiddaman
5a0e8b3621 Merge docs repository into packages/docs 2025-11-07 18:17:15 +00:00
Matt Fiddaman
dab3ffc762 Moved docs into packages/docs directory 2025-11-07 18:17:14 +00:00
scojo
b80c2d002b Add Crossover Report (#5554)
* Add Crossover Report

* Fix lint and typecheck

* Use useFormat hook for formatting, make spreadsheet always return cents

* Change defaults to all categories and accounts. Return 0 when no categories selected

* Change error handling to use addNotification

* Detect if crossover has already happened before projecting

* [autofix.ci] apply automated fixes

* lint:fix. Only get first crossoverIdx

* Annualize historical return via compounding, not multiplication
Use effective monthly rate from annual return
Guard against undefined starting balance

* Optional guard in median helper for future-proofing
Use consistent rounding when checking the projected crossover
Avoid O(n^2) lookups when aggregating balances by month

* Add Crossover Report Feature Flag

* Add option to show hidden categories

* Remove estimated return placeholder text since the formatting was unclear

* Initialize defaults when widget meta is absent

* Hidden categories remain in expense totals

* [autofix.ci] apply automated fixes

* Update packages/loot-core/src/types/prefs.ts

Fix merge conflict semi-colon

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

* Update prefs.ts

Try again to fix merge conflict.

* Fix percentage inputs showing trailing zeros for some numbers

* Fix projection not happening if crossover happens historically but then reverts

* some tweaks for consideration.  Remove if undesired

* go back to original math

* Fix change in percentage formatting for CrossoverCard

* Optimize date range calculation and add cleanup to CrossoverCard
Use format utility for years to retire
Replaced hardcoded color with theme token

* [autofix.ci] apply automated fixes

* Try again to standardize display and storage of percentages without repeating decimals

* Add tooltips with descriptions to crossover chart inputs

* Refactor Crossover component to use translation for 'N/A' strings and simplify estimatedReturn assignment

* Refactor Crossover components to improve date range calculations and ensure proper handling of the latest month

* Fix typo in Crossover component: corrected "retirment" to "retirement" in user instructions

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
2025-11-07 08:33:22 -07:00
Michael Clark
42c184acb9 :electron: Adding 512x512 image to the icns file (#6076)
* making the linux icon explicit

* putting flatpak back

* regen icns

* adding the 512px image to the icns file

* release notes
2025-11-07 08:58:55 +00:00
Matiss Janis Aboltins
88313c029b Typescript: GenericInput (#5976) 2025-11-06 23:02:41 +00:00
Matiss Janis Aboltins
3825e65693 Add edit payee functionality to mobile page (#5874) 2025-11-06 20:58:03 +00:00
Matiss Janis Aboltins
1e6fde571e TypeScript: make component-library strict ts compliant (almost) (#6026) 2025-11-06 18:28:07 +00:00
Joel Jeremy Marquez
da8072ffbd Re-implement useDisplayPayee to use context to minimize SQL queries (#5795)
* Re-implement useDisplayPayee to use context to minimize SQL queries

* Rename ScrollProvider to useScrollListener and move to hooks folder

* Add DisplayPayeeContextProvider to TransactionsTable.test.tsx

* Set higher page count

* Fix payee autocomplete search

* [autofix.ci] apply automated fixes

* Fix highlight of Create payee

* Show search if there are 100 payees

* Cleanup

* Rename to DisplayPayeeProvider

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #5795

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #5795

* Fix new payee not being created in tests

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #5795

* Update rules test to use pressSequentially

* [autofix.ci] apply automated fixes

* Coderabbit suggestion

* Fix typecheck error

* Cleanup

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #5795

* Revert VRT

* Move DisplayPayeeProvider location

* Recert https on E2E start url

* Fix lint

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-11-06 09:31:04 -08:00
Joel Jeremy Marquez
0043577695 Allow entering amount when covering overspent/overbudgeted (#5988)
* Allow entering amount when covering overspent/overbudgeted

* Remove space

* [autofix.ci] apply automated fixes

* Fix typecheck error

* Positive amounts on cover amount

* [autofix.ci] apply automated fixes

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-11-06 09:14:00 -08:00
Matt Fiddaman
6bb90efad3 add prompt to convert future transactions to single time schedules (#6065) 2025-11-06 15:51:03 +00:00
Matt Fiddaman
74cb141dd9 fix failing import of removed Stack component (#6077)
* fix missing stack import

* note
2025-11-06 00:44:28 +00:00
Matt Fiddaman
32bd929ed5 add CTRL/CMD + Enter as keyboard shortcut to only add single transaction (#6037)
* add ctrl/cmd + enter as shortcut to only add single transaction

* note

* add same logic to add button

* add keyboard shortcut

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6037

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-11-06 00:12:18 +00:00
Michael Clark
7e2fe5e8dc :electron: Adding hotkeys for mac (#6067)
* adding hotkeys for mac

* release notes

* window mac menu

* fix window
2025-11-05 23:58:37 +00:00
Matt Fiddaman
3d6e9919b2 make SelectLinkedAccountModal responsive (#5984)
* make SelectLinkedAccountModal responsive

* fix table headers

* note

* coderabbit

* fix feedback

* coderabbit

* cast to string

* Fix for unlinking account only

* Code Rabbit reviews

---------

Co-authored-by: lelemm <lelemm@gmail.com>
2025-11-05 23:57:25 +00:00
Lewis Chan
12923a87eb fix: openId.issuer config not loading from env vars (#6061)
* fix: openId.issuer config loading from env vars

* add release note

* [autofix.ci] apply automated fixes

* remove unused directive

* move test to the right place

* [autofix.ci] apply automated fixes

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-11-05 23:57:02 +00:00
Henri Cook
a2fa74ca8d Select the user's current country as default when opening bank sync, instead of no value (uses browser locale) (#6054)
Co-authored-by: Henri Cook <henri.cook@linklaters.com>
2025-11-05 23:56:43 +00:00
Jayant Jeet Tomar
d1fa9b2210 [Bug]: Net worth graph doesn't show current week (#6042)
* [Bug]: Net worth graph doesn't show current week
Fixes #5986

* Fixed lint errors

* Update upcoming-release-notes/6042.md

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

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-11-05 23:56:35 +00:00
parapsychic
bb79f12435 Prevent duplicate filters from being applied (#6000)
* Fix an issue where the user could add duplicate filters (#5999)

* Add release note (#5999)

* [autofix.ci] apply automated fixes

* Changed from JSON.stringify to isEqual (#5999)

* [autofix.ci] apply automated fixes

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-11-05 23:56:27 +00:00
Matt Fiddaman
f8b793069d ⬆️ vitest v4 (#6060)
* vitest 4

* config changes

* remove unused v8 coverage dependency

* note
2025-11-05 23:55:47 +00:00
Stephen Brown II
f8514556c5 Add option to trim lines from CSV imports (#5879) 2025-11-05 22:31:38 +00:00
Matiss Janis Aboltins
8f84164ff7 Convert mobile BudgetTable component to TypeScript (#5997) 2025-11-05 22:16:24 +00:00
Matiss Janis Aboltins
b690302998 ♻️ (typescript) Convert BudgetCategories to TypeScript (#5961) 2025-11-05 22:15:38 +00:00
Matiss Janis Aboltins
1a845583ef Fix scheduled transfers not linking when payee account is imported first (#6025) 2025-11-05 22:15:11 +00:00
Matiss Janis Aboltins
e786bdc398 refactor: Replace all Stack component usages with SpaceBetween (#6039) 2025-11-05 22:14:15 +00:00
github-actions[bot]
3d47469be3 🔖 (25.11.0) (#6059)
* 🔖 (25.11.0)

* Empty

* Remove used release notes

* Empty

---------

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>
2025-11-03 18:12:18 -05:00
Matt Fiddaman
cbac6116d4 fix rerender issue with formula card (#6058)
* fix infinite rerender

* note

* remove React import
2025-11-03 01:30:32 +00:00