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  1. Jun 19, 2023
  2. Jun 18, 2023
  3. Jun 16, 2023
  4. Jun 15, 2023
  5. Jun 11, 2023
    • Jed Fox's avatar
      Fix sync-related errors that show up in the console when not using a server (#984) · 0e2b317e
      Jed Fox authored
      Previously, the frontend would attempt to make real requests to
      `https://not-configured/`, which of course failed. I’ve changed the
      internal structure to have the lack of a server expressed as a `null`
      server. A new `did-bootstrap` browser-level setting has been added to
      track if the user clicked “Don’t use a server.”
      
      Finally, I updated the auth logic for methods that call out to the
      server to make them consistent and use the early return style which
      reduces indentation.
      Unverified
      0e2b317e
    • youngcw's avatar
      Goals: Check template action (#1108) · ded6ee8a
      youngcw authored
      This adds an option to the month drop down to check all the template
      lines. If there are errors the offending line is shown with its
      category.
      
      I also modified the wording on the regular template return to be more
      accurate. Fixes #1100
      Unverified
      ded6ee8a
  6. Jun 09, 2023
  7. Jun 08, 2023
    • Davis Silverman's avatar
      Remove 'new' OFX parser as it is too buggy (#1111) · 87d269ba
      Davis Silverman authored
      Draft because it is untested, maybe tonight I will test it! Just wanted
      to get some code out cause i had a spare 5 minutes.
      
      The new parser isn't immediately good enough to replace the old parser,
      and I sadly lost the time to contribute more! Sorry! If someone else
      wants to take maintenance burden of this code, we can not merge this.
      Otherwise, it should go the way of the Dodo it seems.
      
      Thanks!
      
      Closes #1044
      Unverified
      87d269ba
  8. Jun 06, 2023
    • Jed Fox's avatar
      Remove account types (#948) · a25327d3
      Jed Fox authored
      Closes #944, closes #532. ~WIP because something is causing the test
      budget to fail to create because it’s using INSERT instead of UPDATE sql
      queries. (Or not? I have no idea)~
      Unverified
      a25327d3
    • youngcw's avatar
      Goals: Remainder option (#1101) · ed285e9a
      youngcw authored
      Added the option to add a remainder goal template. This will use the
      remaining available funds and dump them into the respective category.
      There is optional weighting. The remainder templates will be forced to
      the lowest priority as to run after all other templates.
      
      Usage: `#template remainder <weight>` Add the template line to any
      categories you want to catch any remaining funds such as savings. The
      amount added to the category will equal
      `remaining_budget/total_of_weights*weight`. The default weight is 1.
      Unverified
      ed285e9a
  9. Jun 04, 2023
  10. Jun 03, 2023
  11. Jun 02, 2023
  12. Jun 01, 2023
  13. May 30, 2023
    • shall0pass's avatar
      Goals: Schedule include spent value in calculation (#1049) · bb1a4747
      shall0pass authored
      
      This adds back the functionality, which was inadvertantly removed, that
      includes the already spent column in the calculation when the template
      is run.
      
      Some transactions may be posted to the account prior to running the
      templates and would result incorrect budgeted amounts.
      
      ---------
      
      Co-authored-by: default avatarJed Fox <git@jedfox.com>
      Unverified
      bb1a4747
    • shall0pass's avatar
      End of month cleanup script (#1016) · d6408599
      shall0pass authored
      ~This is really just a proof of concept. I have no delusions that this
      might get included. I'm sure others might have a much cleaner
      implementation.~
      I'm now delusional.
      
      Resolves https://github.com/actualbudget/actual/issues/508
      
      Taking @youngcw 's advice, I changed the keyword to #cleanup for the end
      of month script to keep it separated.
      
      This screen video shows two categories that are sources of funds. At the
      end of the month, any excess in these funds can be redistributed to your
      highest priorities. Three categories are set as sinks, or recipients, of
      excess funds.
      
      #cleanup source   -> Move 'extra' funds to To Budget
      #cleanup sink -> Fund category with To Budget funds, default weight = 1
      #cleanup sink 2       -> Fund category with To Budget funds, weight = 2
      
      Steps of the script:
      1. Return funds from any category marked 'source'
      2. Fund overspent categories fully if negative carryover is not allowed.
      3. Fund each 'sink' category by the desired weight.
      
      I run through the script twice. Once to show that if there is a debt
      category that has a rolling negative balance, it will skip funding that
      category first and once to show how if a rolling negative balance isn't
      allowed, it will fund it before applying the weighted remainder. The
      example shown uses weights of 60, 20, and 20; therefore, the Debt
      category will receive 60% of the To Budget funds while General and Bills
      receive 20% each. The weights could have been changed to 6, 2, and 2 or
      3 for the Debt category with no additional value for General and Bills
      to achieve the same result.
      
      
      ![cleanup_button](https://github.com/actualbudget/actual/assets/20625555/56ae2b29-9be6-4e85-b532-1b05cff7c4c7)
      Unverified
      d6408599
  14. May 27, 2023
  15. May 25, 2023
  16. May 24, 2023
  17. May 17, 2023
  18. May 15, 2023
    • SudoCerb's avatar
      Add “Show unused payees” button (#1011) · 1305335f
      SudoCerb authored
      # Add ability to filter the Manage Payees screen to show orphaned payees
      only.
      
      I aimed to modify as little code as possible - we now have a button on
      the Manage Payees screen that will filter the table to show orphaned
      payees only.
      Unverified
      1305335f
  19. May 13, 2023
    • youngcw's avatar
      Fix infinite loop in repeat goal (#1019) · 54f9b712
      youngcw authored
      I believe I found the infinite loop problem in the repeat goal.  
      
      This doesn't mess things up if you are budgeting the same month that the
      goal starts, that's probably why we didn't see it before.
      
      Side note: The logic always starts at the start date in the template,
      then increments until falling in the right month window. If this
      template gets used for, say, a few years, it will start to bog down the
      processing. If someone has a good quick fix I can add that.
      Unverified
      54f9b712
    • shall0pass's avatar
  20. May 09, 2023
    • Jed Fox's avatar
      Enable 'curly' rule (#1015) · 54fa4bcc
      Jed Fox authored
      Multi-line `if`/`for` statements in JS can be confusing since there
      aren’t braces to indicate which code is enclosed in the statement. I set
      the configuration to `multi-line` to enforce usage of braces for
      multi-line statement bodies, but still allow things like `if (foo)
      return;`. I additionally added the `consistent` option to require braces
      for all elements of an if/else chain if one element has it. As you can
      see, this set of options pretty closely matches the existing code style.
      
      I was going to comment in #1008 about this stylistic change but realized
      that it’s (IMO) a little impolite to ask for code style changes unless
      they can be automatically enforced.
      
      Note that `if (foo) { \n return; \n }` is still valid and won’t be
      collapsed. I tried to automatically collapse all such cases but it was a
      lot of files and I didn’t want to pick out the useful from the useless
      differences.
      Unverified
      54fa4bcc
  21. May 07, 2023
  22. May 02, 2023
    • Jed Fox's avatar
      Add support for credit card OFX files (#987) · d2185909
      Jed Fox authored
      Unverified
      d2185909
    • Jed Fox's avatar
      Remove unused payee rules feature (#985) · 646d0d90
      Jed Fox authored
      Fixes #615. I would appreciate double-checking that I didn’t
      accidentally delete anything that is important.
      
      Since I’m removing the related API methods, this is technically a
      breaking change (even if people would have no reason to remove this
      stuff), so we should probably do a major release of the API package.
      Unverified
      646d0d90
    • shall0pass's avatar
      Priorities for goals (#961) · 66f7336b
      shall0pass authored
      This attempts to add priorities for goal templates and addresses most of
      https://github.com/actualbudget/actual/issues/959
      
      .
      
      I couldn't find a good way to preserve both "Apply" and "Overwrite"
      operations, so this PR does away with the current "Apply" action
      behavior. Every box with a budgeted value will be overwritten if a
      template goal is present.
      
      The added syntax to define priorities is as follows:
      #template    -- priority 0, highest priority
      #template-1  --priority 1, 2nd highest priority
      #template-2 --priority 2, 3rd highest priority
      #template-N --priority N, as many as you'd like.
      
      ~~Leaving as a draft as this may not be the preferred implementation but
      I wanted others to be able to try it with netlify.~~
      
      ---------
      
      Co-authored-by: default avatarCaleb Young <cwy@rincon.com>
      Unverified
      66f7336b
  23. May 01, 2023
  24. Apr 30, 2023
  25. Apr 29, 2023
  26. Apr 23, 2023
  27. Apr 22, 2023
    • Davis Silverman's avatar
      Add experimental new OFX importer (#921) · a1d321d6
      Davis Silverman authored
      Hi there, 
      
      I try to tackle #798 here. It was suggested to throw this behind a
      feature flag, so here it is!
      
      this does its best to import the problem file in #767. 
      
      I am working on this because it would make my work on #918 easier :)
      
      Feel free to set the feature flag to true and try the new importer. The
      date parser is not as sophisticated as the one in `node-libofx`, but I
      tried 3 different OFX files, one from my bank, one from the mocks, and
      one from #767. They all seem to work well enough on that front, but this
      is definitely the weak point of the new implementation.
      
      Let me know what you think!
      Unverified
      a1d321d6
    • shall0pass's avatar
      [Feature] Initial concept for adding percentage based goals (#858) · 3ceb2d92
      shall0pass authored
      This is an initial concept for adding percent based goal targets.
      
      This version works by using a string in the form of: 
      #template 10% of Income <- Income is an income category name. Only
      income category names will work here currently.
      or
      #template 10% of all income<- 'all income' is a keyword in this context
      and will base the calculation on the total income for the month.
      
      Some of the nicer touches like Jed's polite notification that the syntax
      isn't correct is not implemented here yet.
      Unverified
      3ceb2d92
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