- Apr 30, 2024
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youngcw authored
* add template to set x month average * error on 0 * note * lint
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- Apr 26, 2024
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youngcw authored
* check schedule name * note
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- Apr 02, 2024
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shall0pass authored
* 'up to' calculation * note * update to last months balance
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- Jan 19, 2024
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Matiss Janis Aboltins authored
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- Jan 15, 2024
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Matiss Janis Aboltins authored
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- Jan 03, 2024
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Martin French authored
* Negate schedule amount to budget if income * Release notes * Determine sign at initial calc To ensure no unintended impact to remainder calcs etc. * Lint fixes
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- Dec 18, 2023
- Dec 09, 2023
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Joel Jeremy Marquez authored
* Another round of prefer-const rule updates * Release notes * Fix test error * Fix sync.ts
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- Dec 01, 2023
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youngcw authored
* sort properly * note
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- Nov 28, 2023
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shall0pass authored
* fix overbudget in schedules template * release note
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- Nov 22, 2023
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Matiss Janis Aboltins authored
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- Nov 11, 2023
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shall0pass authored
* move goal calculations to separate files by type * bug squashing * release note
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- Nov 08, 2023
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youngcw authored
* first pass at progress bar * db migration / enter goal in db * add getGoal function * stabilize * whoops * TS * reset goal in db if no template found * reconfirm * release note * typo * rename migration * to ms * move priority logic, consistent variable names, * fixup * clear goal if template removed * Visual goals (#40) *
removing privacyMode feature flag (#1688) * fix multiline label in schedules modal (#1687) * Update Visual Regression README File (#1689) * Fix typo in GoCardlessLink.js (#1684) happend -> happened * queried cleared balance for tooltip (#1678) * Dark Theme Reports/Settings (#1512) * Mobile account transaction list: Fix sticky date section headers (#1698) * do not cancel github ci jobs on master branch (#1692) * Sidebar Account Fix (#1703) * Dark Theme Final (#1513) * Category autocomplete should only search selectable categories (#1681) * set colors based on a goal value * extra comment --------- Co-authored-by:Matiss Janis Aboltins <matiss@mja.lv> Co-authored-by:
Crazypkr1099 <nicholas.lacasse430@gmail.com> Co-authored-by:
Ikko Eltociear Ashimine <eltociear@gmail.com> Co-authored-by:
Shaan Khosla <35707672+shaankhosla@users.noreply.github.com> Co-authored-by:
Neil <55785687+carkom@users.noreply.github.com> Co-authored-by:
Trevor Farlow <trevdor@users.noreply.github.com> * update release note * lint * use null as cleared state * show goal status via colors (#41) * cleanup * I think its working * lint * fix report budget, by adding in the goal coloring * fix the error by adding colors to the report side (#42) * [refactor] Migrate Schedules Table to typescript (#1691) *
removing unnecessary manual module resolution (#1707) * (mobile) scrolling in lists with pull-to-refresh (#1706) * (mobile) updating apple home-screen icon (#1705) * Enhance Y-Axis Scaling on Net Worth Graph (#1709) * fix report budget, by adding in the goal coloring --------- Co-authored-by:Mohamed Muhsin <62111075+muhsinkamil@users.noreply.github.com> Co-authored-by:
Matiss Janis Aboltins <matiss@mja.lv> Co-authored-by:
Crazypkr1099 <nicholas.lacasse430@gmail.com> * report budget database updates * Goal progress bar (#1734) * first pass at progress bar * db migration / enter goal in db * add getGoal function * stabilize * whoops * TS * reset goal in db if no template found * reconfirm * release note * typo * rename migration * to ms * move priority logic, consistent variable names, * fixup * clear goal if template removed * Visual goals (#40) *
removing privacyMode feature flag (#1688) * fix multiline label in schedules modal (#1687) * Update Visual Regression README File (#1689) * Fix typo in GoCardlessLink.js (#1684) happend -> happened * queried cleared balance for tooltip (#1678) * Dark Theme Reports/Settings (#1512) * Mobile account transaction list: Fix sticky date section headers (#1698) * do not cancel github ci jobs on master branch (#1692) * Sidebar Account Fix (#1703) * Dark Theme Final (#1513) * Category autocomplete should only search selectable categories (#1681) * set colors based on a goal value * extra comment --------- Co-authored-by:Matiss Janis Aboltins <matiss@mja.lv> Co-authored-by:
Crazypkr1099 <nicholas.lacasse430@gmail.com> Co-authored-by:
Ikko Eltociear Ashimine <eltociear@gmail.com> Co-authored-by:
Shaan Khosla <35707672+shaankhosla@users.noreply.github.com> Co-authored-by:
Neil <55785687+carkom@users.noreply.github.com> Co-authored-by:
Trevor Farlow <trevdor@users.noreply.github.com> * update release note * lint * use null as cleared state * show goal status via colors (#41) * cleanup * I think its working * lint * fix the error by adding colors to the report side (#42) * [refactor] Migrate Schedules Table to typescript (#1691) *
removing unnecessary manual module resolution (#1707) * (mobile) scrolling in lists with pull-to-refresh (#1706) * (mobile) updating apple home-screen icon (#1705) * Enhance Y-Axis Scaling on Net Worth Graph (#1709) * fix report budget, by adding in the goal coloring --------- Co-authored-by:Mohamed Muhsin <62111075+muhsinkamil@users.noreply.github.com> Co-authored-by:
Matiss Janis Aboltins <matiss@mja.lv> Co-authored-by:
Crazypkr1099 <nicholas.lacasse430@gmail.com> * report budget database updates * Fix schedule searchbar (#1729) --------- Co-authored-by:
youngcw <calebyoung94@gmail.com> Co-authored-by:
Matiss Janis Aboltins <matiss@mja.lv> Co-authored-by:
Crazypkr1099 <nicholas.lacasse430@gmail.com> Co-authored-by:
Ikko Eltociear Ashimine <eltociear@gmail.com> Co-authored-by:
Shaan Khosla <35707672+shaankhosla@users.noreply.github.com> Co-authored-by:
Neil <55785687+carkom@users.noreply.github.com> Co-authored-by:
Trevor Farlow <trevdor@users.noreply.github.com> Co-authored-by:
Mohamed Muhsin <62111075+muhsinkamil@users.noreply.github.com> * working dynamic colors. Need to figure out what changes are actually needed * cleanup * more cleanup * lint * reset the goal when applying a single template * make getCategory function * remove some unneeded changes * actually remove the changes, not just comment * cleanup some unneeded code that was causing some bugs. Works for me, but should be vetted more * lint * add json definitions to database * use template feature flag to enable colors * some fixes * don't set goals for remainders, remove unneeded change * lint * release note * lint again * fix mobile crash * undo changes in CellValue.tsx * lint * use getStyle * move status calc to helper * lint * recommendations * suggestion Co-authored-by:
Joel Jeremy Marquez <joeljeremy.marquez@gmail.com> --------- Co-authored-by:
shall0pass <20625555+shall0pass@users.noreply.github.com> Co-authored-by:
Matiss Janis Aboltins <matiss@mja.lv> Co-authored-by:
Crazypkr1099 <nicholas.lacasse430@gmail.com> Co-authored-by:
Ikko Eltociear Ashimine <eltociear@gmail.com> Co-authored-by:
Shaan Khosla <35707672+shaankhosla@users.noreply.github.com> Co-authored-by:
Neil <55785687+carkom@users.noreply.github.com> Co-authored-by:
Trevor Farlow <trevdor@users.noreply.github.com> Co-authored-by:
Mohamed Muhsin <62111075+muhsinkamil@users.noreply.github.com> Co-authored-by:
Joel Jeremy Marquez <joeljeremy.marquez@gmail.com>
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- Oct 10, 2023
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youngcw authored
* only use needed priorities * cleanup * cleanup * cleanup * maybe better? * note * note fix * suggestion Co-authored-by:
Joel Jeremy Marquez <joeljeremy.marquez@gmail.com> --------- Co-authored-by:
Joel Jeremy Marquez <joeljeremy.marquez@gmail.com>
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- Oct 06, 2023
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shall0pass authored
* fix in between calculation * release note
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- Sep 26, 2023
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shall0pass authored
* fix * release note
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- Sep 21, 2023
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youngcw authored
* speed up and a bug fix * cleanup * note * lint
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- Aug 28, 2023
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youngcw authored
* fix percent goals in the same priority level not compounding but overwritting * release note
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- Aug 08, 2023
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shall0pass authored
* ignore hidden categories * release note
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- Aug 07, 2023
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shall0pass authored
The 'interval' value from the schedules is not set if the schedule is monthly. This change will check for a valid number for the interval value and if it does not exist will default to 1 (monthly).
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- Aug 06, 2023
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shall0pass authored
Using the Apply Template or Overwrite option would result in non-templated categories being overwritten. First reported : https://discord.com/channels/937901803608096828/1137329898999001140/1137329898999001140
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- Aug 05, 2023
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shall0pass authored
References discord discussion starting here: https://discord.com/channels/937901803608096828/940290142579605514/1133523705063030824 Currently the schedule keyword won't fill any future budget cells if the category balance already satisfies the schedule. This PR is an attempt to improve the behavior by allowing budget fills regardless of the category balance. This is a drastic rewrite of the schedule keyword. Though I've tried not to have any regressions, it is possible because of how different the logic is. I've tested compounding using a simple template, so a small change in the 'by' keyword was also made.
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- Aug 03, 2023
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shall0pass authored
Resolves https://github.com/actualbudget/actual/issues/1443
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- Jul 29, 2023
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youngcw authored
This is a more elegant way of implementing a month ahead version of the percent goals. To use it add the `previous` flag to the percent goal, ex `#template 10% of previous Paycheck`.
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youngcw authored
Fixes #1409. This makes the template processing not include previously budgeted funds in the return value.
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- Jul 28, 2023
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youngcw authored
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- Jul 27, 2023
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shall0pass authored
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- Jul 19, 2023
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shall0pass authored
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- Jul 18, 2023
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Jed Fox authored
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- Jul 17, 2023
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shall0pass authored
Goals: Fix calculated fill when using multiple 'up to' statements in different priority levels (#1312)
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- Jul 15, 2023
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shall0pass authored
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- Jul 11, 2023
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shall0pass authored
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- Jul 04, 2023
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youngcw authored
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- Jun 30, 2023
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shall0pass authored
Add recurring schedule support. To test: use the schedule keyword with a daily or weekly recurring schedule.
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- Jun 25, 2023
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shall0pass authored
Based on Tom's comment (https://github.com/actualbudget/actual/pull/1058#issuecomment-1568030881 ) I've eliminated all direct use of date-fns and only use the functions in months.ts. --------- Co-authored-by:
Matiss Janis Aboltins <matiss@mja.lv>
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- Jun 11, 2023
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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
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- Jun 06, 2023
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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.
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- May 30, 2023
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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:
Jed Fox <git@jedfox.com>
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- May 24, 2023
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shall0pass authored
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