Compare commits

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172 Commits

Author SHA1 Message Date
Joel Jeremy Marquez
58b57aefe1 arial-labels 2024-07-15 12:56:47 -07:00
Joel Jeremy Marquez
e25683f130 Fix typecheck error 2024-07-15 12:56:47 -07:00
Joel Jeremy Marquez
496c76c7f9 vrt 2024-07-15 12:56:47 -07:00
Joel Jeremy Marquez
b7d4964539 Add pillBackgroundHover 2024-07-15 12:56:47 -07:00
Joel Jeremy Marquez
7479df359a Fix OpButton hover 2024-07-15 12:56:47 -07:00
Joel Jeremy Marquez
b1b14d0813 VRT 2024-07-15 12:56:47 -07:00
Joel Jeremy Marquez
b710b9675e Remove title 2024-07-15 12:56:47 -07:00
Joel Jeremy Marquez
f8fb4a9ba7 Release notes 2024-07-15 12:56:47 -07:00
Joel Jeremy Marquez
9f738956d7 React Aria Button on autocomplete and filters 2024-07-15 12:56:47 -07:00
Joel Jeremy Marquez
dc9ce974a5 VRT 2024-07-15 12:56:47 -07:00
Joel Jeremy Marquez
27974c63fd VRT 2024-07-15 12:56:46 -07:00
Matiss Janis Aboltins
f81c452ba5 ♻️ (tooltip) refactoring to react-aria (vol.10) (#2828) 2024-07-15 18:18:40 +01:00
Robert Dyer
7072674111 Add help modal for keyboard shortcuts. (#3033)
* Add help modal for keyboard shortcuts.

* add release note

* fix linter

* fix typecheck

* fix linter

* use component syntax for GroupHeading

* use component syntax for Shortcut

* fix linter

* use component syntax for KeyIcon

* refactor to support different dialogs

* show different help based on current page

* fix linter

* reword help

* capitalize letters

* show cmd on mac

* stop event propagation

* dont show if a modal is already open

* remove unused import

* rename modal

* move where location check happens

* dont stop event

* allow typing '?' in inputs

* better filter

* extract function

* fix linter

* dont show if filter popover is visible

* fix linter

* fix wrong shortcut, support SHIFT

* fix linter

* fix conditional
2024-07-15 08:06:09 -07:00
Michael Clark
16e887c917 :electron: Build electron for Mac Universal arch (#3015) 2024-07-13 22:03:57 +01:00
Tom Crasset
572033debe migrate BudgetList to typescript (#3026) 2024-07-13 18:02:01 +01:00
Michael Clark
b85f9102ce :electron: Convert window-state.js ➡️ window-state.ts (#3027) 2024-07-13 13:05:42 +01:00
Yusef Ouda
942aebedd0 fixes alignment of notifications on mobile to be centered (#3046) 2024-07-13 12:45:51 +01:00
Chris Tozlowski
32d830440a Fix the position of the separator in the operator menu when editing a rule (#3037)
* Fix line separator position in operations menu

* release note
2024-07-12 08:20:44 -07:00
youngcw
4575616961 [Goals]: don't reset goals when using "apply template" (#3011)
* fix apply budget

* un change

* note

* lint
2024-07-12 07:05:05 -07:00
DJ Mountney
4a0e2ea306 Remove Trafico workflow in favour of our new GitHub bot (#3023)
* Remove Trafico workflow in favour of our new GitHub bot

* Add release note
2024-07-11 07:30:12 -07:00
Robert Dyer
14ec9a9089 Dim hidden income category rows (#3032)
* Dim hidden income category rows

* add release note

* fix linter
2024-07-11 05:47:12 -07:00
Matt Fiddaman
e91b4070aa Add mergePayees method to the API (#3028) 2024-07-11 10:01:41 +01:00
Robert Dyer
6dd34b0c63 Perform bank sync in same order as accounts shown in sidebar. (#3029) 2024-07-11 09:32:57 +01:00
Robert Dyer
ab4639f48f API: add getBudgets() methods to list all budgets in the local cache or remote server. (#2928) 2024-07-11 09:27:32 +01:00
Austin Pearce
aa3cbd881b Fix alignment of reports` (#3007) 2024-07-10 20:17:48 -07:00
Robert Dyer
8681c9c3e6 Fix editing transactions on mobile not going back. (#2968) 2024-07-10 22:00:50 +01:00
Matiss Janis Aboltins
9ec9aef632 (budget-type) moving the selector to settings page (#3017)
*  (budget-type) moving the selector to settings page

* Feedback: move the block down
2024-07-10 21:58:20 +01:00
Robert Dyer
3be7dd753d Add getAccountBalance() API. (#2930) 2024-07-10 21:52:21 +01:00
Robert Dyer
259e84cea5 Expose bank sync account data in AQL. (#3022)
* Expose bank sync account data in AQL.

* add release note
2024-07-10 07:05:20 -07:00
Austin Pearce
f9014f0e19 Fix mobile payee creation (#3019) 2024-07-09 16:06:25 -07:00
Julian Wachholz
e59f5c9af8 Add apostrophe-dot number format (#2982) 2024-07-09 19:14:38 +01:00
Matt Fiddaman
771c01c8b4 Move bank sync payee name normalisation from actual to actual-server (#2721) 2024-07-09 19:05:15 +01:00
Michael Clark
9f72b43826 :electron: Remove unneded files (#3014) 2024-07-09 18:08:23 +01:00
Julian Wachholz
ec3475d834 Fix number formatting with non-breaking space (#2981) 2024-07-09 18:02:40 +01:00
Wizmaster
5ea9c587a8 Explicitly ask when reconciling transactions on manual import (#2717)
- Added import preview in transaction import list
- Added checkboxes to selectively prevent merging transactions

Co-authored-by: youngcw <calebyoung94@gmail.com>
2024-07-09 06:39:08 -07:00
Matiss Janis Aboltins
1e38055376 🐛 (popover) fix date popover closing when editing a filter (#3009) 2024-07-08 19:57:00 +01:00
Julian Dominguez-Schatz
0ee9126820 Disable interactivity on preview status icons (#2924)
* Disable interactivity on preview statuses

These have no click action but have a focus effect of a purple circle
(residual from the "Cleared" checkbox styling) that looks a bit glitchy.

* Add release notes

* Exclude status field from keyboard navigation
2024-07-08 10:39:00 -07:00
Joel Jeremy Marquez
9e455e4c1e Fix cover modal title (#3008)
* Fix cover modal title

* Release notes
2024-07-08 09:59:36 -07:00
Yusef Ouda
d77b54f27b reorders 'Rename' above 'Hide' in menu popovers, adds debounce to sidebar animation (#3001)
* reorders 'Rename' above 'Hide' in menu popovers

* release notes

* adds debounce to sidebar animation

* bump debounce time

* release notes

* release notes

* Update debounce import

* Update index.tsx

* Update index.tsx

* Update index.tsx

* Update index.tsx

* Update index.tsx

* Update index.tsx

* Update index.tsx

* Update index.tsx

* removes event listener on titlebar, changes margins
2024-07-08 09:51:28 -07:00
Sreetam Das
ff36d1efbe Add computed padding for handling clipped large Net worth amounts (#2818)
* Add computed padding for handling clipped Net worth amounts

* Add comment, early handle 5 character case

* Add release note

* Update packages/desktop-client/src/components/reports/graphs/NetWorthGraph.tsx

Co-authored-by: Robert Dyer <rdyer@unl.edu>

* Update vrt snapshots

* Fix NetWorthGraph cutoff when `compact` is true

This happens in case of `ReportCard`

* Update VRT snapshots to revert to original

* Revert snapshots to original

* vrt

---------

Co-authored-by: Robert Dyer <rdyer@unl.edu>
Co-authored-by: youngcw <calebyoung94@gmail.com>
2024-07-08 08:13:47 -07:00
youngcw
cbbbaf65cf remove version from electron build names (#3000)
* remove version from electron build names

* note

* fix
2024-07-07 14:54:14 -07:00
Yusef Ouda
f129b07dc9 Adds ability to resize sidebar (#2993)
* Adds ability to resize sidebar

* Adds release notes

* Changes to feature

* lint

* change translateX to use % for both states

* vrt

* set max sidebar width, cleanup

* set min and max widths

* min width to 200px

* changes resizable sidebar to use re-resizable instead off css resize

* vrt

* vrt
2024-07-07 14:10:41 -07:00
Joel Jeremy Marquez
f1caf21deb Assign schedule to both transactions if schedule is a transfer (#2990)
* Assign schedule to both transactions if schedule is a transfer

* Release notes

* Migration for old scheduled transfer transactions
2024-07-07 09:29:27 -07:00
Michael Clark
a28ea6be8f :electron: server.js ➡️ server.ts (#2995) 2024-07-07 13:31:26 +01:00
Michael Clark
f36c5e002b :electron: Remove "About" screen and broken updater (#2983) 2024-07-05 21:35:52 +01:00
Michael Clark
803289ee1f :electron: Electron menu.js ➡️ menu.ts (#2978) 2024-07-04 20:12:22 +01:00
Joel Jeremy Marquez
76cdad4fe6 React Aria Button on Accounts and Payees page (#2914)
* React Aria Button on payees and accounts page

* Release notes

* Fix Reconcile

* VRT

* VRT

* Fix balance hover

* VRT

* Update packages/desktop-client/src/components/accounts/Balance.jsx

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

* Fix lint

---------

Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
2024-07-04 11:56:14 -07:00
Julian Wachholz
d03b30bc00 Add PWA shortcuts (#2980)
* Add PWA shortcuts

* Add release note
2024-07-04 08:27:57 -07:00
dymanoid
710d9ab8ac fix: use Unicode-aware SQLite LIKE filtering (#2903)
* fix: use Unicode-aware SQLite filtering

* Add release notes, fix type check

* Fix code styling
2024-07-04 08:24:58 -07:00
DJ Mountney
d008944022 Remove the trafico pr review triggers (#2942)
* Remove the trafico pr review triggers

- We loose triggers for Approved and Changes Requested
- They weren't working on forks anyways

* Add release note
2024-07-04 07:34:38 -07:00
Robert Dyer
f18bce6094 Fix warning modal not showing a second time. (#2956)
* Fix warning modal not showing a second time.

* add release note
2024-07-03 18:13:57 -07:00
Michael Clark
31eb00a155 :electron: Electron package Typescript starting point (#2880) 2024-07-03 21:28:04 +01:00
Joel Jeremy Marquez
a67c969189 React Aria Button on Settings and Rules Page (#2913)
* React Aria Button on rules and settings page

* Release notes

* VRT
2024-07-03 13:04:26 -07:00
dymanoid
58e6c6f23a Fix rollover arrow display for mobile and desktop (#2943)
* Fix rollover arrow display for mobile and desktop

* Add release notes

* Implement review suggestions

* Fix rollover indicator without goals
2024-07-03 11:00:03 -07:00
Matiss Janis Aboltins
f046d75b75 ♻️ refactoring Select component to use existing Menu (#2905) 2024-07-03 18:25:41 +01:00
Joel Jeremy Marquez
30bcfedc86 React Aria Button as base of Button component (#2904)
* React Aria Button as base of Button component

* Release notes

* AmountInput sign button

* Fix tests

* Comment

* Fix disabled/pressed style

* Update react-aria-components version

* yarn.lock

* Apply defaultStyle

* Fix button props type
2024-07-03 09:33:57 -07:00
Matiss Janis Aboltins
866b4d6cd4 🐛 (bank-sync) fix account highlight dissapearing (#2898) 2024-07-03 17:15:36 +01:00
Julian Dominguez-Schatz
a42938fa64 Reapply rules to split transactions when the parent changes (#2834)
* Reapply rules to split transactions when the parent changes

Concretely, this enables the "standard" workflow for
split-transaction-entry on desktop, where you enter the payee first, and
then edit the amount afterwards (and expect splits in a rule to apply when
you edit the amount).

* Add release notes

* Fix bug in first field below parent transaction

* Update vrt
2024-07-02 21:31:14 -07:00
Michael Clark
e02b0f9bc7 :electron: Fix backup time format in electron (#2960)
* fix backup time in electron

* release notes

* bugfix not maintenance
2024-07-02 14:16:16 -07:00
Matiss Janis Aboltins
049a41f366 🔖 (24.7.0) custom reports, splits in rules, tags and more (#2955) 2024-07-02 21:29:31 +01:00
Matiss Janis Aboltins
7f30680fb3 Revert "🐛 fix the app randomly navigating back (closing) (#2772)" (#2966)
This reverts commit 247e3e8d93.
2024-07-02 21:23:33 +01:00
Robert Dyer
2d4256b239 Fix wording of split rule. (#2927)
* Fix wording of slit rule.

* add release note

* fix typo
2024-06-27 13:08:30 -07:00
Matiss Janis Aboltins
247e3e8d93 🐛 fix the app randomly navigating back (closing) (#2772) 2024-06-27 19:00:17 +01:00
Joel Jeremy Marquez
5951b92668 Group and ungroup split transactions (#2805)
* Group and ungroup split transactions

* Release note

* Fix release note category

* Do not allow on reconciled transactions

* Add account validation, fix undo behavior, set split payee

* Fix lint errors

* Allow extracting some child transactions

* Disabled split/unsplit selected items menu

* Fix lint error

* Fix typecheck error

* Special Split payee

* "Split" payee on parent transaction

* Show manage payees on payee autocomplete modal

* Fix typecheck error + cleanup

* Fix typecheck error + cleanup

* VRT

* Fix tests

* VRT

* Only show split/unsplit when applicable
2024-06-26 12:39:36 -07:00
youngcw
a9ee670eb4 change the mobile budget balance colors to be the same as desktop (#2940)
* change the mobile budget colors to be the same as desktop

* fix

* some lint and note

* actual note

* fix mad lint

* another lint
2024-06-26 10:03:37 -07:00
lelemm
3990aaf38f Fix: Transaction table constantly resizing (#2941) 2024-06-26 17:27:47 +01:00
Michael Clark
48f5880f1d :electron: Fix "Export" function on desktop app (#2925)
* fix electron export file

* add release notes
2024-06-25 09:38:39 -07:00
Neil
3332f58376 Custom Reports: Adjust Net values (#2871)
* Add Net value

* notes

* fix

* revert changes

* balanceTypeOpType

* lint fix

* add net numbers

* bar fix

* nit fixes and fix clicks

* remove abs
2024-06-24 20:08:59 +01:00
Michael Clark
46ea8fbf72 :electron: Fix regex filters on electron app (#2929)
* fix regex on desktop app

* add release notes
2024-06-24 08:08:15 -07:00
Matiss Janis Aboltins
6a21f8e3de Revert "fix(#2562): Prevent transaction deduplication for imported transactio…" (#2910) 2024-06-22 21:32:51 +01:00
Joel Jeremy Marquez
f02ca4e3d2 Format transaction notes as clickable tags (#2670)
* Format notes as clickable tags

* Release notes

* Fix tests - extract the handler to higher level component

* Update colors

* Fix filtering

* Rename variables

* Remove font weight

* Cleanup style

* Append note tag filters

* Fix overlapping UI

* Revert pill colors

* Rename prop

* Rename notes

* Delete filter margin

* Fix typecheck error

* VRT + typecheck fix

* Add matches op in rules + use it to match tags

* Fix database types

* Fix typecheck error

* Fix typecheck

* Move create_function call

* VRT

* Update tag regex

* Escape regex input

* Update tag regex

* Use onApplyFilter

* Update tag formatting

* Fix tag formatting

* Update regex

* VRT

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

Co-authored-by: Robert Dyer <rdyer@unl.edu>

* VRT

* Fix error

* Fix filtered balance

* VRT

---------

Co-authored-by: Robert Dyer <rdyer@unl.edu>
2024-06-21 10:47:21 -07:00
lelemm
7f658691bb Fix: column titles incorrect when selecting transactions and resizing window (#2867) 2024-06-20 21:49:33 +01:00
Matiss Janis Aboltins
5b1a730f11 💬 (bank-sync) update sync button label to improve discoverability (#2899) 2024-06-19 20:19:48 +01:00
Neil
0c14eb17c4 Unflag custom reports (#2554)
* remove featureflag

* notes

* merge fixes

* vrt

---------

Co-authored-by: youngcw <calebyoung94@gmail.com>
2024-06-19 06:57:46 +01:00
dymanoid
7bb0425c81 Consider account sort order in autocomplete (#2896)
* Consider account sort order in autocomplete

* Add release notes
2024-06-18 15:44:44 -07:00
DJ Mountney
8832c2b234 Trafico embedded action (#2895)
* Embed trafico as an action

* Add all the event types from trafico

* Swith to main trafico branch

* Add release note
2024-06-18 15:30:24 -07:00
Crazypkr1099
437e202d27 Add filtering of group name to autocomplete for transactions (#2861)
* Delete packages/desktop-client/e2e directory

* Delete packages/desktop-client/e2e directory

* Add toggleable option to autoCompleteCategories

* Create 2861.md

* Fixing typescript error & removing console.log

* Added themesetting back in

* Added filtering and separation for group name autocomplete

* removed typescript error

* another typescript error fixed

* ts error

* removed styling

* Update 2861.md

* Update prefs.d.ts

* Update index.tsx

removed toggleable settings

* Update index.tsx

* removed toggleablesettings

* changed test tobe     items = screen
      .getByTestId('autocomplete')
      .querySelectorAll('[data-testid$="category-item"]');
    expect(items.length).toBe(3);
  });

* removed isChanged passdown

* Added string followed by category name capability, moved sorting logic to categoryautocomplete, used toSorted, used Usememo, added TS.

* Fix unnecessary changes

* Apply suggestions from code review

Co-authored-by: Robert Dyer <rdyer@unl.edu>
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>

* Fixed TS, sort, and memo to useCallback

* fix tosorted -> sort

* Apply suggestions from code review

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

* fix typescript issue

---------

Co-authored-by: Robert Dyer <rdyer@unl.edu>
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
2024-06-18 13:27:49 -07:00
Robert Dyer
d34f5eccb6 Timeout SimpleFIN sync calls after 60 seconds (#2891) 2024-06-18 20:55:09 +01:00
Robert Dyer
f1d3902e3e Rework bank secrets reset (#2870)
* Rework bank secrets reset

* Fix alignment

* Fix lint errors

* add release note

* Fix typo

* fix typo
2024-06-18 11:33:51 -07:00
lelemm
8b6ef7b325 Removed recursion in place for iterable solution to prevent stack overflow (#2848) 2024-06-18 18:39:24 +01:00
Neil
6ad0b47c7c Custom Reports: Include current (#2684)
* include current

* notes

* label change

* add migration and fix merge issues

* fix extra year/month

* default and disabled lists

* default on

* fixes

* rerun
2024-06-17 20:09:38 +01:00
Matiss Janis Aboltins
96964224f4 🐛 fix budget tooltip showing if panel is not collapsed (#2887) 2024-06-17 18:22:20 +01:00
Joel Jeremy Marquez
0ed5e3ebe6 Revert scheduled transaction date filter causing weekly scheduled transactions as Paid (#2890)
* Revert scheduled transaction date filter

* Release notes
2024-06-17 08:03:40 -07:00
Matiss Janis Aboltins
64cd6ee3c9 ♻️ (tooltip) refactoring to react-aria (vol.9) (#2826) 2024-06-16 14:31:10 +01:00
Crazypkr1099
abc4636662 Bugfix : Account Nav Padding Bottom containing ; (#2881)
* Added underline & Fixed Capitalization in Account Header

* Create 2847.md

* Changed border pixel size, made it more opaque.

* removed comments

* Update E2E

* Required to run E2E in local...

* Revert "Required to run E2E in local..."

This reverts commit e73ac75cb3.

* Revert "Update E2E"

This reverts commit 56990fd6fe.

* testing...

* testing...

* Update 2847.md

* Underline no longer goes to edge

* vrt

* vrt

* fix bad screenshot

* bug fix

* Create 2881.md

---------

Co-authored-by: youngcw <calebyoung94@gmail.com>
2024-06-15 09:38:31 -07:00
aaimio
ade25b3304 fix: link schedules modal - table width (#2863)
* fix: remove negative margin on ScheduleLink

* chore: add note for upcoming release notes

* feat: increase width of <ScheduleLink>

---------

Co-authored-by: youngcw <calebyoung94@gmail.com>
2024-06-13 14:43:19 -07:00
Neil
b192ad955e Custom Reports: fix card menus regression (#2878)
* fix menus

* notes
2024-06-13 16:45:57 +01:00
Joel Jeremy Marquez
e9da476b51 Fix mobile budget and spent column auto sizing (#2875)
* Fix mobile budget and spent column auto sizing

* Release notes
2024-06-13 07:35:32 -07:00
lelemm
12719e3049 FIX: For Report Budget, the income categories are negative when using 'Set budgets to 3 month average' (#2862)
* FIX: For Report Budget, the income categories are negative when using 'Set budgets to 3 month average'. This fix solves this issue

* added 2862.md

* Ajustments for category menu not closing properly and fix to negative values for income category copy budget

* fix lint

* changed variable name without changing references after lint ajust

* retrigger checks

* smaller 2862.md
2024-06-12 07:50:39 -07:00
aaimio
e178d9914d fix: schedules are missing highlight color (#2864)
* fix: remove redundant style

* chore: add note for upcoming release notes

* chore: fix typo
2024-06-11 12:21:00 -07:00
lelemm
6fd728aa2d fix: Account names in side nav squashed (#2866)
* Fix: Account names in side nav squashed

* add 2866.md

* lint
2024-06-11 12:20:00 -07:00
Crazypkr1099
bf26ca4eb9 Add Underline in Account Header (#2847)
* Added underline & Fixed Capitalization in Account Header

* Create 2847.md

* Changed border pixel size, made it more opaque.

* removed comments

* Update E2E

* Required to run E2E in local...

* Revert "Required to run E2E in local..."

This reverts commit e73ac75cb3.

* Revert "Update E2E"

This reverts commit 56990fd6fe.

* testing...

* testing...

* Update 2847.md

* Underline no longer goes to edge

* vrt

* vrt

* fix bad screenshot

---------

Co-authored-by: youngcw <calebyoung94@gmail.com>
2024-06-11 20:07:19 +01:00
lelemm
f606d92c5c Changing the autocomplete search to accept text without accents to match options with accents (#2842)
* Changing the autocomplete search to accept text without accents to match options with accents

* lint fix

* Added upcoming-release-notes
2024-06-11 07:53:10 -07:00
Dan D
8b850f1410 Handle Null Org Domain in SimpleFIN for bank_id (#2836)
* Update main.ts - Handle Null Org Domain in SimpleFIN

SimpleFIN (currently) uses the org domain as the bank ID. According to SimpleFIN docs, this can possibly be a null value, as can the org name. However, at least one of the two must be present.

In Actual, org name is set to "Unknown" if it comes in as null, but the bank_id (previously just set to the org domain) was not, resulting in a null bank_id value at times.

* Create 2836.md

* Fix release notes format.

* Small change to release note.

* Change to use new org Id as fallback for bank_id

* Add orgId property, for new org id from SimpleFIN
2024-06-10 15:42:45 -07:00
Joel Jeremy Marquez
c992e340ca Cover overbudgeted action + make balance movement menus only appear on relevant conditions (#2850)
* Make balance movement menus only appear on relevant conditions

* Release notes

* Hide to be budgeted when covering overbudgeted

* Fix typecheck error
2024-06-10 13:16:27 -07:00
Robert Dyer
06f9db06b0 Fix amounts over 1 million cutting off (#2812)
* Fix amounts over 1 million cutting off.

* Update VRT

* Update VRT

* update VRT
2024-06-10 11:44:38 -07:00
Crazypkr1099
2b96bb3d52 Added Year comparison feature. (#2806)
* Added Year comparsion feature. Also fixed bug with greater than 28 days.

* Removed comments and console.logs

* Create 2806.md

* Cleaned up code

* Hide's graph if no data, and hides average, last month or last year if no data.

* Apply suggestions from code review

Co-authored-by: Neil <55785687+carkom@users.noreply.github.com>

* Fixed spent MTD and last MTD. Added in all suggestions from carkom.

* Update 2806.md

* Added changes required by carkom #2

* Couple more fixes, only show graph if have data for last month (as requested by carkom)

* Removed console.log that was mistakenly added.

* removed useEffect

* Add files via upload

* Remove async function

* lint fix

* fixed carkom requests & added in fix for YAxis issues

* Fixed couple of mistakes. Removed Y Axis fix (new PR will be created)

* Cleanup code

* Fix mode buttons

* Removed console.log...

* Update showAverage Logic

* Update switch logic

default should be default for everyone other part of the graph.

* Add Math.abs

* lint fix

---------

Co-authored-by: Neil <55785687+carkom@users.noreply.github.com>
2024-06-10 12:41:45 +01:00
Matiss Janis Aboltins
ebb9452b8f 🔖 (api) 6.8.1: fix #2829 (#2853) 2024-06-07 21:33:23 +01:00
Matiss Janis Aboltins
196f03b84e ♻️ (tooltip) refactoring to react-aria (vol.8) (#2822) 2024-06-07 19:21:09 +01:00
Matthew Strasiotto
93e784a0fe fix(#2562): Prevent transaction deduplication for imported transactions (#2770)
* fix(#2562): Prevent transaction deduplication for imported transactions

* chore(): eslint fixes

* chore(): Add release note file

* fix(#2562): Allow transaction deduplication if transaction being imported is null

* chore: Rename release note, add strazto as author

* test(loot-core): Add test case for new logic

* docs(release-notes.loot-core): Add pmoon00 as author

* test(loot-core): Update test case to not be affected by unrelated bug

* test(loot-core): fix linter

---------

Co-authored-by: Mohamed El Mahdali <mohamed.elmahdali.developer@gmail.com>
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
2024-06-07 10:47:16 -07:00
lichen
026194e5e2 Enable compress without dropping debugger to avoid SyntaxError in safari 16 {to #1766} (#2825) 2024-06-07 08:11:52 -07:00
Joel Jeremy Marquez
98341b440a [Mobile] Use AmountInput on mobile transfer and hold buffer modals (#2837)
* Use AmountInput on mobile transfer and hold buffer modals

* Release notes

* VRT + typecheck error fixes

* VRT

* VRT
2024-06-06 17:12:59 -07:00
Joel Jeremy Marquez
417f5805a8 [Mobile] Add loading indicator on mobile transactions list (#2831)
* Add loading indicator on mobile transactions list

* Release notes
2024-06-06 17:12:47 -07:00
Neil
094f0b8a91 Spending Report: filter out offbudget items (#2840)
* filter out offBudget

* notes
2024-06-06 18:47:34 +01:00
Julian Dominguez-Schatz
b89a32025a Use amount input on rules page instead of plain text field (#2566)
* Use amount input on rules page instead of plain text field

* Add release notes

* Remove unneeded attributes

* Support percent formatting

* Lint + typecheck

* Fix latent bug

* Handle existing data correctly

* PR feedback: naming

* PR feedback: force percent to a positive number

* PR feedback: reset percent to 100 upon changing input type

* Fix input clamping behaviour

* Empty commit to bump ci

* PR feedback: prop cleanup

* PR feedback: no default number format

* PR feedback: cosmetic refactor
2024-06-05 08:25:37 -07:00
Robert Dyer
d62919a357 [WIP] Don't show account tooltips during VRT (#2838)
* Don't show account tooltips during VRT

* add release note
2024-06-04 21:46:10 +01:00
Joel Jeremy Marquez
1c7d9bf141 [Mobile] Budget table revamp (#2642)
* Initial

* Add cheveron to logo

* Updates

* Release notes

* Fix typecheck error

* Fix build error

* Align budgeted

* Fix tests

* Dynamic font sizes in budget table cells

* VRT

* Apply AutoTextSize

* Layout updates

* VRT updates

* Resize text on value update + fix lint/typecheck  errors

* Category/groups take full width

* Cleanup + VRT

* Feedback

* VRT

* Change column visibility indicator

* VRT

* Use SvgExpandArrow

* VRT

* Zero balance contrast on light mode

* Update AutoTextSize key

* Color updates

* VRT
2024-06-04 13:16:09 -07:00
Stefan Hall
6d117f44de Support nynab imports that have (#2817)
- category groups called income
- categories called income
2024-06-04 10:33:28 -07:00
Joel Jeremy Marquez
64821e6a64 [Mobile] Auto create 2 child transactions on split (#2821)
* Auto create 2 child transactions on split

* Release notes

* Fix typecheck error
2024-06-03 19:52:35 -07:00
Neil
e7c6611c88 Custom Reports show activity fix (#2785)
* onShow Activity fix with Weekly Interval fix

* notes

* remove scrollbar

* notes update

* updates
2024-06-03 17:23:17 +01:00
Matt Fiddaman
6220aadb2d Fix CSV import not matching category is (nothing) rules (#2790)
* Fix CSV import not matching category is (nothing) rules

* release note
2024-06-03 08:11:02 -07:00
Sreetam Das
2959054d0c Update regex for looselyParseAmount for 5-9 decimal places (#2799)
* Update regex for `looselyParseAmount` for 5-9 decimal places

* Add release note

* Update comment, add some more tests
2024-06-03 07:52:01 -07:00
Julian Dominguez-Schatz
7d960579f9 Release 'Splits in rules' feature (#2789)
* Release 'Splits in rules' feature

* Add release notes

* Add missed comment

* Remove unused import

* Fix failing test
2024-06-03 07:39:57 -07:00
Robert Dyer
5fd1d05670 Show account notes in tooltip on sidebar (#2796)
* Show account notes in tooltip on sidebar

* add release note

* Only show tooltip for accounts

* Split account name and note into separate nodes

* Add padding inside tooltip

* Move tooltip to the right

* remove commented code

* Tweak the visual design

* Fix lint

* adjust padding

* Update packages/desktop-client/src/components/sidebar/Account.tsx

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

* refactor to avoid function

---------

Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
2024-06-03 07:39:33 -07:00
Matiss Janis Aboltins
0e86dea544 ♻️ (tooltip) refactoring to react-aria (vol.6) (#2771)
* ♻️ (tooltip) refactoring to react-aria (vol.6)

* Release notes
2024-06-03 11:56:39 +01:00
Matiss Janis Aboltins
c92266fd7f 🔖 (24.6.0) (#2819) 2024-06-03 10:46:40 +01:00
Robert Dyer
08aff05a06 Initial support for linking to off-budget accounts (#2788)
* initial support for linking to off budget

* add release note
2024-05-30 13:05:52 -06:00
Neil
1195af76a6 Filter Balance fix (#2777)
* filterQuery

* notes

* update

* lint fix

* VRT

* fix account filter

* VRT

---------

Co-authored-by: youngcw <calebyoung94@gmail.com>
2024-05-29 19:33:49 +01:00
Neil
e4bc0caa51 Spending report error fix with some visual changes (#2809)
* spending error fix with some visual changes

* notes
2024-05-29 19:32:36 +01:00
youngcw
c3783b6498 Revert #2643 (#2803)
* Revert "Fix amount filter to include both incoming and outgoing amounts (#2643)"

This reverts commit df7ad22377.

* leave in old release note

* note
2024-05-28 08:35:31 -07:00
Robert Dyer
55ef74eabc Better account sync listing (#2795)
* Better account sync listing

* use PrivacyFilter on balances

* add release note
2024-05-28 08:27:32 -07:00
Robert Dyer
9667e1c269 Make picking budget months easier to see (#2797)
* Make picking budget months easier to see

* add release note
2024-05-28 07:57:24 -07:00
Julian Dominguez-Schatz
b803731bc5 Match on amount when creating a rule from a transaction (#2786)
* Use amount when creating a rule from a transaction

* Add release notes
2024-05-22 08:57:32 -07:00
Robert Dyer
8415e7cddc Avoid using underlines for emphasis (#2765)
* Avoid using underlines for emphasis

* add release note
2024-05-22 08:51:33 -07:00
Matiss Janis Aboltins
5f16349a19 ♻️ (tooltip) refactoring to react-aria (vol.7) (#2778) 2024-05-21 21:40:55 +01:00
Julian Dominguez-Schatz
aff5bba4ec Template only the relevant amount in a split-schedule category (#2652)
* Template only the relevant amount in a split-schedule category

* Add release notes

* Adjust sign correctly depending on category type
2024-05-21 10:29:39 -07:00
Joris Pelgröm
d79b8c6cb2 Fix notes icon changing size/position with long category or group names (#2773) 2024-05-21 08:20:46 -07:00
Tyler Marshall
bbc123c3b8 fix: move rollover arrow into view (#2774)
* fix: move rollover arrow into view

ref: https://github.com/actualbudget/actual/issues/2757

* fix: adds isNarrowWidth for responsive arrow

* ci: fix lint

* fix: update category name
2024-05-21 07:28:48 -07:00
Neil
04273d8064 Date Range error catch (#2769)
* Date Range error catch

* notes

* update checkDate
2024-05-20 21:27:24 +01:00
Neil
3f1fd55a7b Custom Reports: Table Totals Callback (#2768)
* Table Totals Callback

* notes

* Update packages/desktop-client/src/components/reports/graphs/tableGraph/ReportTableRow.tsx

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

---------

Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
2024-05-20 17:23:59 +01:00
shall0pass
bfda42a2be Github action to automatically deploy a release image to Netlify (#2750)
* netlify script

* remove npm ci

* add filter

* release note

* whoops
2024-05-20 08:59:52 -05:00
Tyler Marshall
201f0fd336 fix: put income on left and expense on right always, hide when 0 (#2775) 2024-05-18 22:37:56 +01:00
Travis Ralston
99ab8db99f Ensure api types are included in the npm package (#2559)
* Ensure api types are included in the npm package

* changelog

---------

Co-authored-by: DJ Mountney <david@twkie.net>
2024-05-18 10:23:18 -07:00
DJ Mountney
f604fdaf36 Add crdt to the API package to fix types (#2738)
* Add crdt to the API package to fix types

- This way we get the crdt types supported

* Add release note

* Cleanup yarn.lock merge
2024-05-17 17:07:24 -07:00
Matiss Janis Aboltins
c311d4a8df 🐛 fix recurring schedule datepicker - port to new Popover (#2766) 2024-05-17 19:46:54 +01:00
Neil
1fc7c9974b Custom Reports: TS strict changes #3 (#2728)
* TS strict changes

* notes

* TS strict custom spreadsheets

* notes

* TS strict group speadsheets

* notes

* AreaGraph

* render row changes

* type fix

* merge fixes
2024-05-16 22:54:26 +01:00
Joel Jeremy Marquez
e63fb46c8f Add run-vrt script to run vrt inside docker (#2762)
* Add run-vrt script to run vrt inside docker

* Release notes

* Update README

* Support E2E_START_URL env variable

* Update README
2024-05-16 14:51:46 -07:00
Michael Clark
2901b5e5d0 :electron: Update Electron to latest stable version (#2763) 2024-05-16 20:18:50 +01:00
Matthew Booe
df7ad22377 Fix amount filter to include both incoming and outgoing amounts (#2643)
* Update filter amount to filter incoming and outgoing transactions

* Add test and fix logic

* Added release note

* Update with linter fixes

* Update new ammount filter to apply to all ops

* Fix lint
2024-05-16 11:25:56 -07:00
Joel Jeremy Marquez
b11a3dc267 [Mobile] Require account in mobile transaction entry + confirm transaction delete (#2753)
* Require account in mobile transaction entry + confirm transaction delete

* Release notes

* VRT

* VRT
2024-05-16 09:31:23 -07:00
Wizmaster
5a77051a72 Make comma's and period interchangeable when entering figures (#2672)
- Only allowed for formats not using period or comma as a thousand separator
2024-05-16 08:02:27 -07:00
Matiss Janis Aboltins
f8352808c4 (api) ability to run bank sync via the API (#2683) 2024-05-16 08:28:58 +01:00
Wizmaster
e5933ad8cd Don't update transaction date when importing manually (#2648)
- Manual import should not override the transaction date as done with bank account sync
2024-05-15 14:16:34 -07:00
Joel Jeremy Marquez
e3b4c3f559 Page enhancements - add page headers to mobile reports (#2733)
* Refactor Page component and use in report pages

* Release notes

* Fix typecheck error and budget table background

* Update pages

* VRT updates

* Reports page data-testid

* VRT updates

* Updates

* VRT

* Paddings

* Put create new custom report in page header

* Cleanup

* Feedback

* VRT

* Fix graph sizes in mobile

* Update flex grow

* VRT
2024-05-15 13:27:48 -07:00
Matiss Janis Aboltins
2d1abf477c 🐛 (api) fix performing api operations for local e2e encrypted files (#2698) 2024-05-15 17:10:32 +01:00
Matiss Janis Aboltins
392f8085c1 ♻️ (tooltip) refactoring to react-aria (vol.4) (#2724) 2024-05-15 08:35:38 +01:00
Joel Jeremy Marquez
6021d4ab0b [Mobile] Do not remember last entered category in mobile transaction entry (#2754)
* Do not remember last entered category in mobile transaction entry

* Release notes
2024-05-14 13:07:10 -07:00
Neil
f1f1ba87e2 Custom Reports: TS strict changes #2 (#2727)
* TS strict changes

* notes

* TS strict custom spreadsheets

* notes

* render row changes

* update report

* notes
2024-05-14 18:14:35 +01:00
Robert Dyer
7cee3b86ce Add API for working with rules (#2568)
* Add API for working with rules

* Add release note

* Change 'payees-get-rules' return type to RuleEntity[]

* Reuse existing handlers, make names not have 'payee', add two getters

* fix linter

* fix bad handler name

* fix broken handler name

* add test cases for 'getPayeeRules'

* fix broken test

* Remove unused locals

* Update packages/loot-core/src/types/api-handlers.d.ts

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

* Update packages/loot-core/src/types/server-handlers.d.ts

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

* Strict types and slightly improved return interface

* update test comment to match new API names

* fix linter issues

---------

Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
2024-05-14 08:01:47 -07:00
Joel Jeremy Marquez
9acea32f3a Auto insert decimals to mobile split transaction amounts (#2746)
* Auto insert decimals to mobile split transaction amounts

* autoDecimals prop

* Fix typecheck error
2024-05-14 07:49:14 -07:00
Matiss Janis Aboltins
44770a36c7 🐛 fix networth graph loading forever for empty budgets (#2725) 2024-05-13 17:34:46 +01:00
Neil
3e03718f13 Fix spending report error (#2745)
* spending error

* fixes

* notes
2024-05-13 16:00:51 +01:00
Neil
9c3075f60f Custom Reports: TS strict changes #1 (#2726)
* TS strict changes

* notes

* renderRowProps

* RenderTableRow
2024-05-13 16:00:16 +01:00
Daniel Gale-Rosen
7e04226b34 Sort filters before creating dropdown (#2719)
* sort filters before creating dropdown

* add release notes
2024-05-13 07:40:31 -07:00
Joel Jeremy Marquez
b0f55fae38 Fix preview transactions not detecting schedule as paid when a child transaction is linked. (#2712)
* Consider child transactions when querying preview transactions

* Release notes
2024-05-09 09:44:25 -07:00
Boris Fritscher
7c658da15d [Feature] CAMT.053 import (new version) (#2706)
* Implement CAMT.053 transactions importer with a file parser and enable xml filetype in dialogs

* add release notes

* fix types and lint
2024-05-09 08:07:37 -07:00
Joel Jeremy Marquez
ddddec029f Update load budget loading texts (#2730)
* Update load budget loading texts

* Release notes
2024-05-08 15:58:01 -07:00
Neil
98d4cf450e Filters icon (#2729)
* filter icon change

* VRT

* notes

* lint fix
2024-05-08 22:23:28 +01:00
Joel Jeremy Marquez
243703b2f7 [Mobile] Budget file quick switch (#2507)
* Update autocomplete types

* Remote optional type

* Improve SingleInputModal

* Fix lint error

* Mobile budget file quick switch mode

* Release notes

* Updates

* Fix typecheck error

* Fix paddings

* Update modal

* Fix lint error

* Display no budget files

* Fix remote files not showing
2024-05-07 15:45:57 -07:00
Yoonjae Choi
e917c96407 [WIP] revise modal margin (#2714)
* design: revise modal margin

* docs: revise release note name

* remove: remove style padding

---------

Co-authored-by: Yoonjae Choi <Choi@quantusui-MacBookAir.local>
2024-05-07 15:27:54 -07:00
Neil
8a70d2464d Custom Reports: Show table activity (#2696)
* Show table activity

* notes

* lint fix

* add underline

* add linkstyle

* fix table aligment
2024-05-07 18:02:17 +01:00
Neil
dcb25bb5e6 Custom Reports convert all jsx files (#2707)
* Overview

* Router and Selector

* ReportSidebar

* ReportTopbar

* CustomReport

* updates

* notes

* Patch some TS issues

* fix malfunctioning disabled lists

* add find

---------

Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
2024-05-07 17:59:51 +01:00
Joel Jeremy Marquez
f20e9c6bdb [Mobile] Schedule name and date in mobile scheduled transaction modal (#2664)
* [Mobile] Add schedule name and date to scheduled transaction modal

* useRef to prevent rerenders

* Release notes

* Fix typecheck error

* Fix lint errors

* Update schedule font

* Heavier font weight
2024-05-07 09:48:27 -07:00
Matiss Janis Aboltins
f73f6c7f0d ♻️ (tooltip) refactoring to react-aria (vol.3) (#2631) 2024-05-07 17:18:51 +01:00
DJ Mountney
37457cd6cd Create types for the external versions of entities meant for the API (#2716)
* Create types for the external versions of entities meant for the API

- Otherwise the types used in the API were actually wrong vs the data we were sending

* Add release note
2024-05-07 07:38:02 -07:00
Matiss Janis Aboltins
c16f4c71c5 🐛 remove mac electron app code-signing (#2715) 2024-05-07 08:04:21 +01:00
Joel Jeremy Marquez
452ca82287 Use budget name as export file name (#2713)
* Use budget name as export file name

* Release notes
2024-05-06 14:37:58 -07:00
Joseph Livecchi
ffddd9e8a5 Added Header Authentication - Client Part (#2362)
* Updated Login to handle header auth
2024-05-04 12:22:18 -07:00
DJ Mountney
2178da0414 Fix some additional incorrect types (#2676)
* Fix some additional incorrect types

- This is part of working towards having enough correct types to be able to run tsc on our packed api without error.
- Working towards being able to ship types for the api in the package

* Add release note
2024-05-04 09:58:44 -07:00
Joel Jeremy Marquez
f8809df59c Parallel cloud file download (#2700)
* Fetch cloud file and file info in parallel to speed downloads up

* Release notes

* Rename release notes
2024-05-03 13:25:29 -07:00
Neil
04bc0c3c64 Monthly spending report (#2622)
* monthly Spending

* Add Average

* notes

* title

* date filter

* TS fixes and hide average when no data

* fix average tooltip and relabel x-axis

* Wording/verbiage

* filters changes

* feature flag

* networth card fix
2024-05-03 20:34:21 +01:00
Neil
0aa6a057b1 Custom Reports changes (#2677)
* adjustments

* notes

* scroll height

* lint fix

* compact scrollbar

* fixes

* filters fix

* scrollbar color

* fix week ranges
2024-05-03 20:32:37 +01:00
462 changed files with 15449 additions and 9141 deletions

View File

@@ -281,8 +281,8 @@ module.exports = {
'./packages/desktop-client/src/components/budget/DynamicBudgetTable.tsx',
'./packages/desktop-client/src/components/budget/index.tsx',
'./packages/desktop-client/src/components/budget/MobileBudget.tsx',
'./packages/desktop-client/src/components/budget/rollover/HoldTooltip.tsx',
'./packages/desktop-client/src/components/budget/rollover/TransferTooltip.tsx',
'./packages/desktop-client/src/components/budget/rollover/HoldMenu.tsx',
'./packages/desktop-client/src/components/budget/rollover/TransferMenu.tsx',
'./packages/desktop-client/src/components/common/Menu.tsx',
'./packages/desktop-client/src/components/FinancesApp.tsx',
'./packages/desktop-client/src/components/GlobalKeys.ts',

View File

@@ -51,8 +51,8 @@ jobs:
- name: Build Electron
run: ./bin/package-electron
env:
CSC_KEY_PASSWORD: ${{ secrets.CSC_KEY_PASSWORD }}
CSC_LINK: ${{ secrets.CSC_LINK }}
# CSC_KEY_PASSWORD: ${{ secrets.CSC_KEY_PASSWORD }}
# CSC_LINK: ${{ secrets.CSC_LINK }}
APPLE_ID: ${{ secrets.APPLE_ID }}
APPLE_APP_SPECIFIC_PASSWORD: ${{ secrets.APPLE_APP_SPECIFIC_PASSWORD }}
- name: Upload Build

43
.github/workflows/netlify-release.yml vendored Normal file
View File

@@ -0,0 +1,43 @@
name: Deploy Netlify Release
defaults:
run:
shell: bash
env:
CI: true
on:
push:
tags:
- v**
concurrency:
group: ${{ github.workflow }}-${{ github.ref }}
cancel-in-progress: false
jobs:
build-and-deploy:
runs-on: ubuntu-latest
steps:
- name: Repository Checkout
uses: actions/checkout@v4
- name: Set up environment
uses: ./.github/actions/setup
- name: Install Netlify
run: npm install netlify-cli@17.10.1 -g
- name: Build Actual
run: ./bin/package-browser
- name: Deploy to Netlify
id: netlify_deploy
run: |
netlify deploy \
--dir packages/desktop-client/build \
--site ${{ secrets.NETLIFY_SITE_ID }} \
--auth ${{ secrets.NETLIFY_API_TOKEN }} \
--filter @actual-app/web \
--prod

View File

@@ -1,27 +0,0 @@
name: Add WIP
on:
pull_request_target:
types:
- opened
jobs:
add_wip_prefix:
if: |
join(github.event.pull_request.requested_reviewers) == ''
&& !contains(github.event.pull_request.title, 'WIP')
&& !contains(github.event.pull_request.labels.*.name, 'WIP')
&& github.event.pull_request.draft != true
runs-on: ubuntu-latest
permissions:
pull-requests: write
steps:
- name: Checkout
uses: actions/checkout@v4
- name: Add WIP
env:
TITLE: ${{ github.event.pull_request.title }}
shell: bash
run: |
echo ${{ secrets.GITHUB_TOKEN }} | gh auth login --with-token
gh pr edit ${{ github.event.pull_request.number }} -t "[WIP] ${TITLE}"

4
.gitignore vendored
View File

@@ -21,6 +21,7 @@ packages/api/dist
packages/api/@types
packages/crdt/dist
packages/desktop-electron/client-build
packages/desktop-electron/build
packages/desktop-electron/.electron-symbols
packages/desktop-electron/dist
packages/desktop-electron/loot-core
@@ -46,3 +47,6 @@ bundle.mobile.js.map
# Misc
.#*
# Local Netlify folder
.netlify

View File

@@ -38,7 +38,7 @@ yarn rebuild-electron
yarn workspace loot-core build:node
yarn workspace @actual-app/web build
yarn workspace @actual-app/web build --mode=desktop
yarn workspace desktop-electron update-client

32
bin/run-vrt Executable file
View File

@@ -0,0 +1,32 @@
#!/bin/sh
# See here for more information: https://github.com/actualbudget/actual/tree/master/packages/desktop-client#visual-regression
if [ ! -d "node_modules" ] || [ "$(ls -A node_modules)" = "" ]; then
yarn
fi
E2E_START_URL="${E2E_START_URL:-https://localhost:3001}"
VRT_ARGS=""
# Loop through all arguments
while [ $# -gt 0 ]; do
key="$1"
case $key in
--e2e-start-url)
E2E_START_URL="$2"
shift
;;
*)
VRT_ARGS="$VRT_ARGS $1"
;;
esac
shift
done
echo "Running VRT tests with the following parameters:"
echo "E2E_START_URL: $E2E_START_URL"
echo "VRT_ARGS: $VRT_ARGS"
docker run --rm --network host -v "$(pwd)":/work/ -w /work/ -it mcr.microsoft.com/playwright:v1.41.1-jammy /bin/bash \
-c "E2E_START_URL=$E2E_START_URL yarn vrt $VRT_ARGS"

View File

@@ -34,6 +34,7 @@
"test:debug": "yarn workspaces foreach --all --verbose run test",
"e2e": "yarn workspaces foreach --all --parallel --verbose run e2e",
"vrt": "yarn workspaces foreach --all --parallel --verbose run vrt",
"vrt:docker": "./bin/run-vrt",
"rebuild-electron": "./node_modules/.bin/electron-rebuild -f -m ./packages/loot-core",
"rebuild-node": "yarn workspace loot-core rebuild",
"lint": "eslint . --max-warnings 0 --ext .js,.jsx,.ts,.tsx",

View File

@@ -58,6 +58,19 @@ describe('API CRUD operations', () => {
await api.loadBudget(budgetName);
});
// api: getBudgets
test('getBudgets', async () => {
const budgets = await api.getBudgets();
expect(budgets).toEqual(
expect.arrayContaining([
expect.objectContaining({
id: 'test-budget',
name: 'Default Test Db',
}),
]),
);
});
// apis: getCategoryGroups, createCategoryGroup, updateCategoryGroup, deleteCategoryGroup
test('CategoryGroups: successfully update category groups', async () => {
const month = '2023-10';
@@ -251,7 +264,7 @@ describe('API CRUD operations', () => {
);
});
//apis: createAccount, getAccounts, updateAccount, closeAccount, deleteAccount, reopenAccount
//apis: createAccount, getAccounts, updateAccount, closeAccount, deleteAccount, reopenAccount, getAccountBalance
test('Accounts: successfully complete account operators', async () => {
const accountId1 = await api.createAccount(
{ name: 'test-account1', offbudget: true },
@@ -272,6 +285,9 @@ describe('API CRUD operations', () => {
]),
);
expect(await api.getAccountBalance(accountId1)).toEqual(1000);
expect(await api.getAccountBalance(accountId2)).toEqual(0);
await api.updateAccount(accountId1, { offbudget: false });
await api.closeAccount(accountId1, accountId2, null);
await api.deleteAccount(accountId2);
@@ -346,13 +362,221 @@ describe('API CRUD operations', () => {
);
});
// apis: getRules, getPayeeRules, createRule, updateRule, deleteRule
test('Rules: successfully update rules', async () => {
await api.createPayee({ name: 'test-payee' });
await api.createPayee({ name: 'test-payee2' });
// create our test rules
const rule = await api.createRule({
stage: 'pre',
conditionsOp: 'and',
conditions: [
{
field: 'payee',
op: 'is',
value: 'test-payee',
},
],
actions: [
{
op: 'set',
field: 'category',
value: 'fc3825fd-b982-4b72-b768-5b30844cf832',
},
],
});
const rule2 = await api.createRule({
stage: 'pre',
conditionsOp: 'and',
conditions: [
{
field: 'payee',
op: 'is',
value: 'test-payee2',
},
],
actions: [
{
op: 'set',
field: 'category',
value: 'fc3825fd-b982-4b72-b768-5b30844cf832',
},
],
});
// get existing rules
const rules = await api.getRules();
expect(rules).toEqual(
expect.arrayContaining([
expect.objectContaining({
actions: expect.arrayContaining([
expect.objectContaining({
field: 'category',
op: 'set',
type: 'id',
value: 'fc3825fd-b982-4b72-b768-5b30844cf832',
}),
]),
conditions: expect.arrayContaining([
expect.objectContaining({
field: 'payee',
op: 'is',
type: 'id',
value: 'test-payee2',
}),
]),
conditionsOp: 'and',
id: rule2.id,
stage: 'pre',
}),
expect.objectContaining({
actions: expect.arrayContaining([
expect.objectContaining({
field: 'category',
op: 'set',
type: 'id',
value: 'fc3825fd-b982-4b72-b768-5b30844cf832',
}),
]),
conditions: expect.arrayContaining([
expect.objectContaining({
field: 'payee',
op: 'is',
type: 'id',
value: 'test-payee',
}),
]),
conditionsOp: 'and',
id: rule.id,
stage: 'pre',
}),
]),
);
// get by payee
expect(await api.getPayeeRules('test-payee')).toEqual(
expect.arrayContaining([
expect.objectContaining({
actions: expect.arrayContaining([
expect.objectContaining({
field: 'category',
op: 'set',
type: 'id',
value: 'fc3825fd-b982-4b72-b768-5b30844cf832',
}),
]),
conditions: expect.arrayContaining([
expect.objectContaining({
field: 'payee',
op: 'is',
type: 'id',
value: 'test-payee',
}),
]),
conditionsOp: 'and',
id: rule.id,
stage: 'pre',
}),
]),
);
expect(await api.getPayeeRules('test-payee2')).toEqual(
expect.arrayContaining([
expect.objectContaining({
actions: expect.arrayContaining([
expect.objectContaining({
field: 'category',
op: 'set',
type: 'id',
value: 'fc3825fd-b982-4b72-b768-5b30844cf832',
}),
]),
conditions: expect.arrayContaining([
expect.objectContaining({
field: 'payee',
op: 'is',
type: 'id',
value: 'test-payee2',
}),
]),
conditionsOp: 'and',
id: rule2.id,
stage: 'pre',
}),
]),
);
// update one rule
const updatedRule = {
...rule,
stage: 'post',
conditionsOp: 'or',
};
expect(await api.updateRule(updatedRule)).toEqual(updatedRule);
expect(await api.getRules()).toEqual(
expect.arrayContaining([
expect.objectContaining({
actions: expect.arrayContaining([
expect.objectContaining({
field: 'category',
op: 'set',
type: 'id',
value: 'fc3825fd-b982-4b72-b768-5b30844cf832',
}),
]),
conditions: expect.arrayContaining([
expect.objectContaining({
field: 'payee',
op: 'is',
type: 'id',
value: 'test-payee',
}),
]),
conditionsOp: 'or',
id: rule.id,
stage: 'post',
}),
expect.objectContaining({
actions: expect.arrayContaining([
expect.objectContaining({
field: 'category',
op: 'set',
type: 'id',
value: 'fc3825fd-b982-4b72-b768-5b30844cf832',
}),
]),
conditions: expect.arrayContaining([
expect.objectContaining({
field: 'payee',
op: 'is',
type: 'id',
value: 'test-payee2',
}),
]),
conditionsOp: 'and',
id: rule2.id,
stage: 'pre',
}),
]),
);
// delete rules
await api.deleteRule(rules[1]);
expect(await api.getRules()).toHaveLength(1);
await api.deleteRule(rules[0]);
expect(await api.getRules()).toHaveLength(0);
});
// apis: addTransactions, getTransactions, importTransactions, updateTransaction, deleteTransaction
test('Transactions: successfully update transactions', async () => {
const accountId = await api.createAccount({ name: 'test-account' }, 0);
let newTransaction = [
{ date: '2023-11-03', imported_id: '11', amount: 100 },
{ date: '2023-11-03', imported_id: '11', amount: 100 },
{ date: '2023-11-03', imported_id: '11', amount: 100, notes: 'notes' },
{ date: '2023-11-03', imported_id: '12', amount: 100, notes: '' },
];
const addResult = await api.addTransactions(accountId, newTransaction, {
@@ -361,6 +585,11 @@ describe('API CRUD operations', () => {
});
expect(addResult).toBe('ok');
expect(await api.getAccountBalance(accountId)).toEqual(200);
expect(
await api.getAccountBalance(accountId, new Date(2023, 10, 2)),
).toEqual(0);
// confirm added transactions exist
let transactions = await api.getTransactions(
accountId,
@@ -375,8 +604,9 @@ describe('API CRUD operations', () => {
expect(transactions).toHaveLength(2);
newTransaction = [
{ date: '2023-12-03', imported_id: '11', amount: 100 },
{ date: '2023-12-03', imported_id: '22', amount: 200 },
{ date: '2023-12-03', imported_id: '11', amount: 100, notes: 'notes' },
{ date: '2023-12-03', imported_id: '12', amount: 100, notes: 'notes' },
{ date: '2023-12-03', imported_id: '22', amount: 200, notes: '' },
];
const reconciled = await api.importTransactions(accountId, newTransaction);
@@ -392,9 +622,22 @@ describe('API CRUD operations', () => {
'2023-12-31',
);
expect(transactions).toEqual(
expect.arrayContaining(
newTransaction.map(trans => expect.objectContaining(trans)),
),
expect.arrayContaining([
expect.objectContaining({ imported_id: '22', amount: 200 }),
]),
);
expect(transactions).toHaveLength(1);
// confirm imported transactions update perfomed
transactions = await api.getTransactions(
accountId,
'2023-11-01',
'2023-11-30',
);
expect(transactions).toEqual(
expect.arrayContaining([
expect.objectContaining({ notes: 'notes', amount: 100 }),
]),
);
expect(transactions).toHaveLength(2);

View File

@@ -31,10 +31,18 @@ export async function downloadBudget(syncId, { password }: { password? } = {}) {
return send('api/download-budget', { syncId, password });
}
export async function getBudgets() {
return send('api/get-budgets');
}
export async function sync() {
return send('api/sync');
}
export async function runBankSync(args?: { accountId: string }) {
return send('api/bank-sync', args);
}
export async function batchBudgetUpdates(func) {
await send('api/batch-budget-start');
try {
@@ -121,6 +129,10 @@ export function deleteAccount(id) {
return send('api/account-delete', { id });
}
export function getAccountBalance(id, cutoff?) {
return send('api/account-balance', { id, cutoff });
}
export function getCategoryGroups() {
return send('api/category-groups-get');
}
@@ -168,3 +180,27 @@ export function updatePayee(id, fields) {
export function deletePayee(id) {
return send('api/payee-delete', { id });
}
export function mergePayees(targetId, mergeIds) {
return send('api/payees-merge', { targetId, mergeIds });
}
export function getRules() {
return send('api/rules-get');
}
export function getPayeeRules(id) {
return send('api/payee-rules-get', { id });
}
export function createRule(rule) {
return send('api/rule-create', { rule });
}
export function updateRule(rule) {
return send('api/rule-update', { rule });
}
export function deleteRule(id) {
return send('api/rule-delete', { id });
}

View File

@@ -1,6 +1,6 @@
{
"name": "@actual-app/api",
"version": "6.7.1",
"version": "6.8.2",
"license": "MIT",
"description": "An API for Actual",
"engines": {
@@ -9,7 +9,8 @@
"main": "dist/index.js",
"types": "@types/index.d.ts",
"files": [
"dist"
"dist",
"@types"
],
"scripts": {
"build:app": "yarn workspace loot-core build:api",
@@ -21,14 +22,15 @@
"clean": "rm -rf dist @types"
},
"dependencies": {
"better-sqlite3": "^9.3.0",
"@actual-app/crdt": "workspace:^",
"better-sqlite3": "^9.6.0",
"compare-versions": "^6.1.0",
"node-fetch": "^3.3.2",
"uuid": "^9.0.1"
},
"devDependencies": {
"@swc/core": "^1.3.105",
"@swc/jest": "^0.2.31",
"@swc/core": "^1.5.3",
"@swc/jest": "^0.2.36",
"@types/jest": "^27.5.2",
"@types/uuid": "^9.0.2",
"jest": "^27.5.1",

View File

@@ -20,8 +20,8 @@
"uuid": "^9.0.1"
},
"devDependencies": {
"@swc/core": "^1.3.105",
"@swc/jest": "^0.2.31",
"@swc/core": "^1.5.3",
"@swc/jest": "^0.2.36",
"@types/jest": "^27.5.2",
"@types/uuid": "^9.0.2",
"jest": "^27.5.1",

View File

@@ -45,7 +45,22 @@ HTTPS=true docker compose up --build
Note the network IP address and port the dev instance is listening on.
Next, navigate to the root of your project folder, run the standartised docker container, and launch the visual regression tests from within it.
Next, navigate to the root of your project folder, run the standardized docker container, and launch the visual regression tests from within it.
Run via yarn:
```sh
# By default, this connects to https://localhost:3001
yarn vrt:docker
# To use a different ip and port:
yarn vrt:docker --e2e-start-url https://ip:port
# To update snapshots, use the following command:
yarn vrt:docker --e2e-start-url https://ip:port --update-snapshots
```
Run manually:
```sh
# Run docker container
@@ -54,7 +69,8 @@ docker run --rm --network host -v $(pwd):/work/ -w /work/ -it mcr.microsoft.com/
# If you receive an error such as "docker: invalid reference format", please instead use the following command:
docker run --rm --network host -v ${pwd}:/work/ -w /work/ -it mcr.microsoft.com/playwright:v1.41.1-jammy /bin/bash
# Run the VRT tests: important - they MUST be ran against a HTTPS server. Use the ip and port noted earlier
# Once inside the docker container, run the VRT tests: important - they MUST be ran against a HTTPS server.
# Use the ip and port noted earlier
E2E_START_URL=https://ip:port yarn vrt
# To update snapshots, use the following command:
@@ -65,6 +81,15 @@ E2E_START_URL=https://ip:port yarn vrt
You can also run the tests against a remote server by passing the URL:
Run in standardized docker container:
```sh
E2E_START_URL=https://my-remote-server.com yarn vrt:docker
# Or pass in server URL as argument
yarn vrt:docker --e2e-start-url https://my-remote-server.com
```
Run locally:
```sh
E2E_START_URL=https://my-remote-server.com yarn vrt
```

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@@ -102,10 +102,22 @@
"name": "Store",
"transfer_account_id": null,
"deleted": false
},
{
"id": "620e85b1-2ae7-45b1-bb3e-b875ea5c553a",
"name": "Work",
"transfer_account_id": null,
"deleted": false
}
],
"payee_locations": [],
"category_groups": [
{
"id": "a5c355c2-3b77-4a7f-b8b3-c832b10cfec8",
"name": "Income",
"hidden": false,
"deleted": false
},
{
"id": "d5c355c2-3b77-4a7f-b8b3-c832b10cfec9",
"name": "Internal Master Category",
@@ -611,6 +623,30 @@
"goal_overall_funded": null,
"goal_overall_left": null,
"deleted": false
},
{
"id": "1429f287-50aa-49d8-a89c-752cbd167d6c",
"category_group_id": "a5c355c2-3b77-4a7f-b8b3-c832b10cfec8",
"name": "Income",
"hidden": false,
"original_category_group_id": null,
"note": null,
"budgeted": 0,
"activity": 0,
"balance": 0,
"goal_type": "NEED",
"goal_day": null,
"goal_cadence": 1,
"goal_cadence_frequency": 1,
"goal_creation_month": null,
"goal_target": 0,
"goal_target_month": null,
"goal_percentage_complete": null,
"goal_months_to_budget": null,
"goal_under_funded": null,
"goal_overall_funded": null,
"goal_overall_left": null,
"deleted": false
}
],
"months": [
@@ -1711,6 +1747,26 @@
"import_payee_name_original": null,
"debt_transaction_type": null,
"deleted": false
},
{
"id": "9a22f287-f1e0-4667-9fc0-91e4a4262193",
"date": "2024-02-02",
"amount": 2000000,
"memo": "Paycheck",
"cleared": "cleared",
"approved": true,
"flag_color": null,
"account_id": "bc1d862f-bab0-41c3-bd1e-6cee8c688e32",
"payee_id": "620e85b1-2ae7-45b1-bb3e-b875ea5c553a",
"category_id": "1429f287-50aa-49d8-a89c-752cbd167d6c",
"transfer_account_id": null,
"transfer_transaction_id": null,
"matched_transaction_id": null,
"import_id": null,
"import_payee_name": null,
"import_payee_name_original": null,
"debt_transaction_type": null,
"deleted": false
}
],
"subtransactions": [

View File

@@ -42,6 +42,9 @@ test.describe('Mobile', () => {
'Mortgage',
'Water',
'Power',
'Starting Balances',
'Misc',
'Income',
]);
await expect(page).toMatchThemeScreenshots();
});

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@@ -59,7 +59,7 @@ test.describe('Onboarding', () => {
await expect(budgetPage.budgetTable).toBeVisible({ timeout: 30000 });
const accountPage = await navigation.goToAccountPage('Checking');
await expect(accountPage.accountBalance).toHaveText('600.00');
await expect(accountPage.accountBalance).toHaveText('2,600.00');
await navigation.goToAccountPage('Saving');
await expect(accountPage.accountBalance).toHaveText('250.00');

View File

@@ -44,7 +44,7 @@ export class RulesPage {
.first()
.click();
await this.page
.getByRole('option', { exact: true, name: data.conditionsOp })
.getByRole('button', { exact: true, name: data.conditionsOp })
.click();
}
@@ -97,13 +97,13 @@ export class RulesPage {
if (field) {
await row.getByRole('button').first().click();
await this.page
.getByRole('option', { exact: true, name: field })
.getByRole('button', { exact: true, name: field })
.click();
}
if (op) {
await row.getByRole('button', { name: 'is' }).click();
await this.page.getByRole('option', { name: op, exact: true }).click();
await this.page.getByRole('button', { name: op, exact: true }).click();
}
if (value) {

View File

@@ -84,6 +84,10 @@ export class SchedulesPage {
if (data.amount) {
await this.page.getByLabel('Amount').fill(String(data.amount));
// For some readon, the input field does not trigger the change event on tests
// but it works on the browser. We can revisit this once migration to
// react aria components is complete.
await this.page.keyboard.press('Enter');
}
}
}

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@@ -69,11 +69,6 @@ test.describe('Rules', () => {
});
test('creates a split transaction rule and makes sure it is applied when creating a transaction', async () => {
const settingsPage = await navigation.goToSettingsPage();
await settingsPage.enableExperimentalFeature('splits in rules');
await expect(settingsPage.page.getByLabel('splits in rules')).toBeChecked();
rulesPage = await navigation.goToRulesPage();
await rulesPage.createRule({
@@ -94,7 +89,7 @@ test.describe('Rules', () => {
splitActions: [
[
{
field: 'a fixed percent',
field: 'a fixed percent of the remainder',
value: '90',
},
{
@@ -125,7 +120,7 @@ test.describe('Rules', () => {
});
const transaction = accountPage.getNthTransaction(0);
await expect(transaction.payee).toHaveText('Ikea');
await expect(transaction.payee).toHaveText('Split');
await expect(transaction.notes).toHaveText('food / entertainment');
await expect(transaction.category).toHaveText('Split');
await expect(transaction.debit).toHaveText('100.00');

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@@ -46,7 +46,7 @@ test.describe('Transactions', () => {
await expect(datepicker).toMatchThemeScreenshots();
// Select "is xxxxx"
await datepicker.getByRole('button', { name: '20' }).click();
await datepicker.getByText('20', { exact: true }).click();
await filterTooltip.applyButton.click();
// Assert that there are no transactions
@@ -120,7 +120,7 @@ test.describe('Transactions', () => {
]);
const firstTransaction = accountPage.getNthTransaction(0);
await expect(firstTransaction.payee).toHaveText('Krogger');
await expect(firstTransaction.payee).toHaveText('Split');
await expect(firstTransaction.notes).toHaveText('Notes');
await expect(firstTransaction.category).toHaveText('Split');
await expect(firstTransaction.debit).toHaveText('333.33');

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