Compare commits

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115 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
385 changed files with 8776 additions and 5857 deletions

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}"

1
.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

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);
@@ -569,6 +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,

View File

@@ -31,6 +31,10 @@ 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');
}
@@ -125,6 +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');
}
@@ -173,6 +181,10 @@ 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');
}

View File

@@ -1,6 +1,6 @@
{
"name": "@actual-app/api",
"version": "6.8.0",
"version": "6.8.2",
"license": "MIT",
"description": "An API for Actual",
"engines": {

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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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@@ -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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@@ -1,6 +1,6 @@
{
"name": "@actual-app/web",
"version": "24.6.0",
"version": "24.7.0",
"license": "MIT",
"files": [
"build"
@@ -8,7 +8,6 @@
"devDependencies": {
"@juggle/resize-observer": "^3.4.0",
"@playwright/test": "1.41.1",
"@reach/listbox": "^0.18.0",
"@react-aria/focus": "^3.16.0",
"@react-aria/listbox": "^3.11.3",
"@react-aria/utils": "^3.23.0",
@@ -32,6 +31,7 @@
"@use-gesture/react": "^10.3.0",
"@vitejs/plugin-basic-ssl": "^1.1.0",
"@vitejs/plugin-react-swc": "^3.6.0",
"auto-text-size": "^0.2.3",
"chokidar": "^3.5.3",
"cross-env": "^7.0.3",
"date-fns": "^2.30.0",
@@ -47,8 +47,9 @@
"memoize-one": "^6.0.0",
"pikaday": "1.8.2",
"promise-retry": "^2.0.1",
"re-resizable": "^6.9.17",
"react": "18.2.0",
"react-aria-components": "^1.1.1",
"react-aria-components": "^1.2.1",
"react-dnd": "^16.0.1",
"react-dnd-html5-backend": "^16.0.1",
"react-dom": "18.2.0",

View File

@@ -0,0 +1,3 @@
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20">
<path d="M1.857 7.612H.98a.98.98 0 0 0-.98.98v2.224c0 .449.184.857.51 1.163.612.551 1.816 1.49 3.735 2.368a.571.571 0 0 1 .306.346l.939 3.286a.484.484 0 0 0 .469.347h1.47a.479.479 0 0 0 .469-.367l.47-1.817a.262.262 0 0 1 .326-.183c.571.122 1.183.163 1.795.163.613 0 1.225-.061 1.796-.163.143-.02.286.06.327.183l.47 1.817a.502.502 0 0 0 .468.367h1.47a.484.484 0 0 0 .47-.347l1.224-4.245a.487.487 0 0 1 .122-.224c.919-.98 1.53-2.163 1.735-3.47h.49c.53 0 .959-.448.938-.979-.02-.51-.47-.918-.98-.918h-.448C18.06 4.673 14.632 2 10.489 2c-1.775 0-3.428.49-4.755 1.326-.591-.408-1.469-.734-2.693-.632-.49.04-.715.612-.388.959.408.429.796 1 .877 1.735L1.857 7.612Zm3.122.98a.862.862 0 0 1-.857-.858c0-.469.388-.857.857-.857.47 0 .858.388.858.857 0 .47-.388.858-.858.858Z" />
</svg>

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@@ -0,0 +1,3 @@
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20">
<path d="M19 18h-1v-8c0-.6-.4-1-1-1s-1 .4-1 1v8h-3V1c0-.6-.4-1-1-1s-1 .4-1 1v17H8V7c0-.6-.4-1-1-1s-1 .4-1 1v11H3V3c0-.6-.4-1-1-1s-1 .4-1 1v15c-.6 0-1 .4-1 1s.4 1 1 1h18c.6 0 1-.4 1-1s-.4-1-1-1z" />
</svg>

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@@ -0,0 +1,4 @@
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24">
<path d="M23 11.5a1.5 1.5 0 0 1-1.5 1.5h-20a1.5 1.5 0 0 1 0-3h20a1.5 1.5 0 0 1 1.5 1.5Z" />
<path d="M11.5 23a1.5 1.5 0 0 1-1.5-1.5v-20a1.5 1.5 0 0 1 3 0v20a1.5 1.5 0 0 1-1.5 1.5Z" />
</svg>

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View File

@@ -28,6 +28,44 @@
"purpose": "maskable"
}
],
"shortcuts": [
{
"name": "Add Transaction",
"short_name": "Add Transaction",
"description": "Add a new transaction",
"url": "/transactions/new",
"icons": [
{
"src": "/shortcut-transaction.svg",
"sizes": "150x150"
}
]
},
{
"name": "Accounts",
"short_name": "Accounts",
"description": "View all accounts",
"url": "/accounts",
"icons": [
{
"src": "/shortcut-accounts.svg",
"sizes": "150x150"
}
]
},
{
"name": "Reports",
"short_name": "Reports",
"description": "View reports",
"url": "/reports",
"icons": [
{
"src": "/shortcut-reports.svg",
"sizes": "150x150"
}
]
}
],
"screenshots": [
{
"src": "/screenshot_wide.png",
@@ -43,7 +81,7 @@
"type": "image/png",
"sizes": "350x600"
}
],
],
"theme_color": "#8812E1",
"background_color": "#ffffff",
"display": "standalone",

View File

@@ -135,6 +135,14 @@ global.Actual = {
},
};
function inputFocused(e) {
return (
e.target.tagName === 'INPUT' ||
e.target.tagName === 'TEXTAREA' ||
e.target.isContentEditable
);
}
document.addEventListener('keydown', e => {
if (e.metaKey || e.ctrlKey) {
// Cmd/Ctrl+o
@@ -144,11 +152,7 @@ document.addEventListener('keydown', e => {
}
// Cmd/Ctrl+z
else if (e.key.toLowerCase() === 'z') {
if (
e.target.tagName === 'INPUT' ||
e.target.tagName === 'TEXTAREA' ||
e.target.isContentEditable
) {
if (inputFocused(e)) {
return;
}
e.preventDefault();
@@ -160,5 +164,10 @@ document.addEventListener('keydown', e => {
window.__actionsForMenu.undo();
}
}
} else if (e.key === '?') {
if (inputFocused(e)) {
return;
}
window.__actionsForMenu.pushModal('keyboard-shortcuts');
}
});

View File

@@ -42,7 +42,7 @@ import { ScrollProvider } from './ScrollProvider';
import { Settings } from './settings';
import { FloatableSidebar } from './sidebar';
import { SidebarProvider } from './sidebar/SidebarProvider';
import { Titlebar, TitlebarProvider } from './Titlebar';
import { Titlebar } from './Titlebar';
function NarrowNotSupported({
redirectTo = '/budget',
@@ -246,15 +246,13 @@ export function FinancesApp() {
return (
<SpreadsheetProvider>
<TitlebarProvider>
<SidebarProvider>
<BudgetMonthCountProvider>
<DndProvider backend={Backend}>
<ScrollProvider>{app}</ScrollProvider>
</DndProvider>
</BudgetMonthCountProvider>
</SidebarProvider>
</TitlebarProvider>
<SidebarProvider>
<BudgetMonthCountProvider>
<DndProvider backend={Backend}>
<ScrollProvider>{app}</ScrollProvider>
</DndProvider>
</BudgetMonthCountProvider>
</SidebarProvider>
</SpreadsheetProvider>
);
}

View File

@@ -35,6 +35,7 @@ import { GoCardlessExternalMsg } from './modals/GoCardlessExternalMsg';
import { GoCardlessInitialise } from './modals/GoCardlessInitialise';
import { HoldBufferModal } from './modals/HoldBufferModal';
import { ImportTransactions } from './modals/ImportTransactions';
import { KeyboardShortcutModal } from './modals/KeyboardShortcutModal';
import { LoadBackup } from './modals/LoadBackup';
import { ManageRulesModal } from './modals/ManageRulesModal';
import { MergeUnusedPayees } from './modals/MergeUnusedPayees';
@@ -53,7 +54,6 @@ import { ScheduledTransactionMenuModal } from './modals/ScheduledTransactionMenu
import { SelectLinkedAccounts } from './modals/SelectLinkedAccounts';
import { SimpleFinInitialise } from './modals/SimpleFinInitialise';
import { SingleInputModal } from './modals/SingleInputModal';
import { SwitchBudgetTypeModal } from './modals/SwitchBudgetTypeModal';
import { TransferModal } from './modals/TransferModal';
import { DiscoverSchedules } from './schedules/DiscoverSchedules';
import { PostsOfflineNotification } from './schedules/PostsOfflineNotification';
@@ -96,6 +96,9 @@ export function Modals() {
};
switch (name) {
case 'keyboard-shortcuts':
return <KeyboardShortcutModal modalProps={modalProps} />;
case 'import-transactions':
return (
<ImportTransactions
@@ -173,6 +176,7 @@ export function Modals() {
<ConfirmTransactionEdit
key={name}
modalProps={modalProps}
onCancel={options.onCancel}
onConfirm={options.onConfirm}
confirmReason={options.confirmReason}
/>
@@ -401,7 +405,6 @@ export function Modals() {
actions={actions}
transactionIds={options?.transactionIds}
getTransaction={options?.getTransaction}
pushModal={options?.pushModal}
/>
);
@@ -423,15 +426,6 @@ export function Modals() {
/>
);
case 'switch-budget-type':
return (
<SwitchBudgetTypeModal
key={name}
modalProps={modalProps}
onSwitch={options.onSwitch}
/>
);
case 'account-menu':
return (
<AccountMenuModal
@@ -544,6 +538,7 @@ export function Modals() {
<RolloverToBudgetMenuModal
modalProps={modalProps}
onTransfer={options.onTransfer}
onCover={options.onCover}
onHoldBuffer={options.onHoldBuffer}
onResetHoldBuffer={options.onResetHoldBuffer}
/>
@@ -596,8 +591,9 @@ export function Modals() {
<CoverModal
key={name}
modalProps={modalProps}
categoryId={options.categoryId}
title={options.title}
month={options.month}
showToBeBudgeted={options.showToBeBudgeted}
onSubmit={options.onSubmit}
/>
);
@@ -621,7 +617,6 @@ export function Modals() {
onAddCategoryGroup={options.onAddCategoryGroup}
onToggleHiddenCategories={options.onToggleHiddenCategories}
onSwitchBudgetFile={options.onSwitchBudgetFile}
onSwitchBudgetType={options.onSwitchBudgetType}
/>
);

View File

@@ -13,6 +13,7 @@ import type { NotificationWithId } from 'loot-core/src/client/state-types/notifi
import { useActions } from '../hooks/useActions';
import { AnimatedLoading } from '../icons/AnimatedLoading';
import { SvgDelete } from '../icons/v0';
import { useResponsive } from '../ResponsiveProvider';
import { styles, theme, type CSSProperties } from '../style';
import { Button, ButtonWithLoading } from './common/Button';
@@ -245,6 +246,7 @@ function Notification({
export function Notifications({ style }: { style?: CSSProperties }) {
const { removeNotification } = useActions();
const { isNarrowWidth } = useResponsive();
const notifications = useSelector(
(state: State) => state.notifications.notifications,
);
@@ -254,6 +256,7 @@ export function Notifications({ style }: { style?: CSSProperties }) {
position: 'fixed',
bottom: 20,
right: 13,
left: isNarrowWidth ? 13 : undefined,
zIndex: 10000,
...style,
}}

View File

@@ -1,11 +1,4 @@
import React, {
createContext,
useState,
useEffect,
useRef,
useContext,
type ReactNode,
} from 'react';
import React, { useState, useEffect } from 'react';
import { useHotkeys } from 'react-hotkeys-hook';
import { Routes, Route, useLocation } from 'react-router-dom';
@@ -13,10 +6,8 @@ import * as Platform from 'loot-core/src/client/platform';
import * as queries from 'loot-core/src/client/queries';
import { listen } from 'loot-core/src/platform/client/fetch';
import { isDevelopmentEnvironment } from 'loot-core/src/shared/environment';
import { type LocalPrefs } from 'loot-core/src/types/prefs';
import { useActions } from '../hooks/useActions';
import { useFeatureFlag } from '../hooks/useFeatureFlag';
import { useGlobalPref } from '../hooks/useGlobalPref';
import { useLocalPref } from '../hooks/useLocalPref';
import { useNavigate } from '../hooks/useNavigate';
@@ -33,10 +24,8 @@ import { theme, type CSSProperties, styles } from '../style';
import { AccountSyncCheck } from './accounts/AccountSyncCheck';
import { AnimatedRefresh } from './AnimatedRefresh';
import { MonthCountSelector } from './budget/MonthCountSelector';
import { Button, ButtonWithLoading } from './common/Button';
import { Button } from './common/Button';
import { Link } from './common/Link';
import { Paragraph } from './common/Paragraph';
import { Popover } from './common/Popover';
import { Text } from './common/Text';
import { View } from './common/View';
import { LoggedInUser } from './LoggedInUser';
@@ -45,55 +34,6 @@ import { useSidebar } from './sidebar/SidebarProvider';
import { useSheetValue } from './spreadsheet/useSheetValue';
import { ThemeSelector } from './ThemeSelector';
export const SWITCH_BUDGET_MESSAGE_TYPE = 'budget/switch-type';
type SwitchBudgetTypeMessage = {
type: typeof SWITCH_BUDGET_MESSAGE_TYPE;
payload: {
newBudgetType: LocalPrefs['budgetType'];
};
};
export type TitlebarMessage = SwitchBudgetTypeMessage;
type Listener = (msg: TitlebarMessage) => void;
export type TitlebarContextValue = {
sendEvent: (msg: TitlebarMessage) => void;
subscribe: (listener: Listener) => () => void;
};
export const TitlebarContext = createContext<TitlebarContextValue>({
sendEvent() {
throw new Error('TitlebarContext not initialized');
},
subscribe() {
throw new Error('TitlebarContext not initialized');
},
});
type TitlebarProviderProps = {
children?: ReactNode;
};
export function TitlebarProvider({ children }: TitlebarProviderProps) {
const listeners = useRef<Listener[]>([]);
function sendEvent(msg: TitlebarMessage) {
listeners.current.forEach(func => func(msg));
}
function subscribe(listener: Listener) {
listeners.current.push(listener);
return () =>
(listeners.current = listeners.current.filter(func => func !== listener));
}
return (
<TitlebarContext.Provider value={{ sendEvent, subscribe }}>
{children}
</TitlebarContext.Provider>
);
}
function UncategorizedButton() {
const count: number | null = useSheetValue(queries.uncategorizedCount());
if (count === null || count <= 0) {
@@ -287,31 +227,6 @@ function SyncButton({ style, isMobile = false }: SyncButtonProps) {
function BudgetTitlebar() {
const [maxMonths, setMaxMonthsPref] = useGlobalPref('maxMonths');
const [budgetType] = useLocalPref('budgetType');
const { sendEvent } = useContext(TitlebarContext);
const [loading, setLoading] = useState(false);
const [showPopover, setShowPopover] = useState(false);
const triggerRef = useRef(null);
const reportBudgetEnabled = useFeatureFlag('reportBudget');
function onSwitchType() {
setLoading(true);
if (!loading) {
const newBudgetType = budgetType === 'rollover' ? 'report' : 'rollover';
sendEvent({
type: SWITCH_BUDGET_MESSAGE_TYPE,
payload: {
newBudgetType,
},
});
}
}
useEffect(() => {
setLoading(false);
}, [budgetType]);
return (
<View style={{ flexDirection: 'row', alignItems: 'center' }}>
@@ -319,61 +234,6 @@ function BudgetTitlebar() {
maxMonths={maxMonths || 1}
onChange={value => setMaxMonthsPref(value)}
/>
{reportBudgetEnabled && (
<View style={{ marginLeft: -5 }}>
<ButtonWithLoading
ref={triggerRef}
type="bare"
loading={loading}
style={{
alignSelf: 'flex-start',
padding: '4px 7px',
}}
title="Learn more about budgeting"
onClick={() => setShowPopover(true)}
>
{budgetType === 'report' ? 'Report budget' : 'Rollover budget'}
</ButtonWithLoading>
<Popover
triggerRef={triggerRef}
placement="bottom start"
isOpen={showPopover}
onOpenChange={() => setShowPopover(false)}
style={{
padding: 10,
maxWidth: 400,
}}
>
<Paragraph>
You are currently using a{' '}
<Text style={{ fontWeight: 600 }}>
{budgetType === 'report' ? 'Report budget' : 'Rollover budget'}.
</Text>{' '}
Switching will not lose any data and you can always switch back.
</Paragraph>
<Paragraph>
<ButtonWithLoading
type="primary"
loading={loading}
onClick={onSwitchType}
>
Switch to a{' '}
{budgetType === 'report' ? 'Rollover budget' : 'Report budget'}
</ButtonWithLoading>
</Paragraph>
<Paragraph isLast={true}>
<Link
variant="external"
to="https://actualbudget.org/docs/experimental/report-budget"
linkColor="muted"
>
How do these types of budgeting work?
</Link>
</Paragraph>
</Popover>
</View>
)}
</View>
);
}
@@ -416,11 +276,6 @@ export function Titlebar({ style }: TitlebarProps) {
sidebar.setHidden(false);
}
}}
onPointerLeave={e => {
if (e.pointerType === 'mouse') {
sidebar.setHidden(true);
}
}}
onPointerUp={e => {
if (e.pointerType !== 'mouse') {
sidebar.setHidden(!sidebar.hidden);

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