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  1. Aug 12, 2024
  2. Aug 11, 2024
  3. Aug 03, 2024
  4. Jul 20, 2024
    • Joel Jeremy Marquez's avatar
      Port finance modals to use new Modal component based on React Aria Modal (#2946) · ed65805d
      Joel Jeremy Marquez authored
      * React Aria Modal POC
      
      * Fix imports
      
      * Use composition
      
      * Fix typecheck and lint errors
      
      * VRT
      
      * Fix schedule details modal header
      
      * Fix typecheck error + VRT
      
      * Fix typecheck error
      
      * Release notes
      
      * Update release note
      
      * Fix props
      
      * Update modal props
      
      * useModalState hook
      
      * VRT
      
      * VRT
      
      * Fix typecheck error
      
      * Fix modal close
      
      * VRT
      
      * Fix test
      
      * Fix typecheck error
      ed65805d
    • Ryan Bianchi's avatar
      Recently used and favorite payees (#2814) · 89a8f102
      Ryan Bianchi authored
      
      * add idea of common payee, a top 10 frequently used payee
      
      * add button in payee to mark as favorite
      
      * cleanup
      
      * minor fixes
      
      * add release notes and make favorite optional
      
      * fix TransactionsTable test
      
      * lint and release notes
      
      * rename section, resort list to ensure both are sorted
      
      * don't show common, move bookmarked to menu
      
      * add a limit on adding common payees
      
      * linting
      
      * reduce to 5 commonly used payees by default
      
      * linting
      
      * more linting
      
      * update migrate timestamp
      
      * more linting
      
      * fix api name, bump migrate timestamp
      
      * Add star to payee dropdown and rename section to 'Suggested Payees'
      
      ---------
      
      Co-authored-by: default avataryoungcw <calebyoung94@gmail.com>
      89a8f102
  5. Jul 02, 2024
  6. Jun 27, 2024
  7. Jun 21, 2024
    • Joel Jeremy Marquez's avatar
      Format transaction notes as clickable tags (#2670) · f02ca4e3
      Joel Jeremy Marquez authored
      
      * 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: default avatarRobert Dyer <rdyer@unl.edu>
      
      * VRT
      
      * Fix error
      
      * Fix filtered balance
      
      * VRT
      
      ---------
      
      Co-authored-by: default avatarRobert Dyer <rdyer@unl.edu>
      f02ca4e3
  8. Jun 19, 2024
  9. Jun 18, 2024
  10. Jun 03, 2024
  11. May 07, 2024
  12. May 03, 2024
    • Neil's avatar
      Monthly spending report (#2622) · 04bc0c3c
      Neil authored
      * 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
      04bc0c3c
  13. Apr 16, 2024
  14. Apr 13, 2024
    • Joel Jeremy Marquez's avatar
      [Mobile] Category budget actions modal (#2501) · e500cba7
      Joel Jeremy Marquez authored
      
      * Update autocomplete types
      
      * Remote optional type
      
      * Improve SingleInputModal
      
      * Fix lint error
      
      * Category budget modals
      
      * Cleanup + release notes
      
      * Cleanup
      
      * Fix typecheck errors
      
      * Update useMergedRefs
      
      * Fix lint error
      
      * Fix typecheck error
      
      * VRT updates
      
      * Focus amount on mount
      
      * Fix errors
      
      * Open modal on budget amount click
      
      * Updates
      
      * Remove unused props + updates
      
      * Fix lint error
      
      * Close budget menu modal on enter
      
      * Delete comment
      
      Co-authored-by: default avatarMatiss Janis Aboltins <matiss@mja.lv>
      
      * Update release notes
      
      ---------
      
      Co-authored-by: default avatarMatiss Janis Aboltins <matiss@mja.lv>
      e500cba7
    • Joel Jeremy Marquez's avatar
      [Mobile] Category activity/transactions page (#2531) · 2d188b39
      Joel Jeremy Marquez authored
      * Mobile category transactions
      
      * Release notes
      
      * Fix typo
      
      * Fix typecheck error
      
      * Handle null location state
      
      * VRT
      
      * Fix account search
      
      * Update test
      
      * Search placeholder
      
      * vrt
      
      * Add month to page title
      
      * Cleanup
      
      * Fix AccountName component
      
      * Replace ButtonLink with Link
      
      * Fix typecheck
      
      * Code review update
      2d188b39
  15. Apr 04, 2024
    • Joel Jeremy Marquez's avatar
      [Mobile]: More functionalities (#2472) · 6f251e60
      Joel Jeremy Marquez authored
      * Balance modals
      
      * Release notes
      
      * Fix typecheck errors
      
      * Fix errors
      
      * Mobile scheduled transaction modal
      
      * Cleanup
      
      * Fix props
      
      * Fix typecheck errors
      
      * Updates
      
      * Fix autocomplete typings
      
      * Update autocomplete types
      
      * Fix typecheck errors
      
      * Fix typecheck errors
      
      * Remote optional type
      
      * Pass this to apply
      
      * Use bind
      
      * Fix typecheck error
      
      * Ignore typecheck error for now
      
      * Add onClose in Autocomplete
      
      * open category modal on enter in transfer modal
      
      * Budget summary modals
      
      * Accounts update
      
      * Add paddingBottom
      
      * Fix typecheck error
      
      * Revert navigate
      
      * Disable esline
      
      * Close account and Reopen account
      
      * Improve SingleInputModal
      
      * Fix lint error
      
      * Fix category autocomplete modal header
      
      * Rebase updates
      
      * Cleanup
      
      * Clearer error message
      
      * Close report balance tooltip on selection
      
      * Updated based on review
      6f251e60
  16. Apr 02, 2024
  17. Mar 23, 2024
  18. Mar 12, 2024
  19. Mar 06, 2024
  20. Mar 03, 2024
  21. Feb 12, 2024
    • Joel Jeremy Marquez's avatar
      Hooks for frequently made operations (#2293) · 08cbdab2
      Joel Jeremy Marquez authored
      
      * Hooks for frequently made operations
      
      * Release notes
      
      * Fix typecheck errors
      
      * Remove useGlobalPrefs
      
      * Add null checks
      
      * Fix showCleared pref
      
      * Add loaded flag for categories, accounts and payees state
      
      * Refactor to reduce unnecessary states
      
      * Fix eslint errors
      
      * Fix hooks deps
      
      * Add useEffect
      
      * Fix typecheck error
      
      * Set local and global pref hooks
      
      * Fix lint error
      
      * VRT
      
      * Fix typecheck error
      
      * Remove eager loading
      
      * Fix typecheck error
      
      * Fix typo
      
      * Fix typecheck error
      
      * Update useTheme
      
      * Typecheck errors
      
      * Typecheck error
      
      * defaultValue
      
      * Explicitly check undefined
      
      * Remove useGlobalPref and useLocalPref defaults
      
      * Fix default prefs
      
      * Default value
      
      * Fix lint error
      
      * Set default theme
      
      * Default date format in Account
      
      * Update packages/desktop-client/src/style/theme.tsx
      
      Co-authored-by: default avatarMatiss Janis Aboltins <matiss@mja.lv>
      
      ---------
      
      Co-authored-by: default avatarMatiss Janis Aboltins <matiss@mja.lv>
      08cbdab2
  22. Feb 11, 2024
  23. Feb 08, 2024
    • Julian Dominguez-Schatz's avatar
      Add rules with splits (#2059) · 2bb7b3c2
      Julian Dominguez-Schatz authored
      * Add split creation UI to rule creation modal
      
      * Support applying splits when rules execute
      
      * fix: deserialize transaction before running rules
      
      According to how rules are run in other places in the app, we should be
      supplying a "deserialized" (i.e., integer-for-amount and ISO date)
      transaction rather than a "serialized" (amount-plus-formatted-date) one.
      This fixes a crash in how split transactions are applied, as well as
      date-based rules not applying correctly previously (any rule with a date
      condition would never match on mobile).
      
      * Add release notes
      
      * Fix missing types pulled in from master
      
      * PR feedback: use `getActions`
      
      * PR feedback: use `flatMap`
      
      * Fix action deletion
      
      * Don't flicker upon split deletion
      
      * Let users specify parent transaction actions (e.g. linking schedules)
      
      * Support empty splits
      
      * Revert adding `no-op` action type
      
      * Support splits by percent
      
      * Fix types
      
      * Fix crash on transactions page when posting a transaction
      
      The crash would probably have occurred in other places too with
      auto-posting schedules :/
      
      * Fix a bug where schedules wouldn't be marked as completed
      
      This was because the query that we previously used didn't select parent
      transactions, so no transaction was marked as being scheduled (since
      only parent transactions have schedule IDs).
      
      * Add feature flag
      
      * Limit set actions within splits to fewer fields
      
      * Fix merge conflict
      
      * Don't run split rules if feature is disabled
      
      * Fix percent-based splits not applying
      
      * Fix crash when editing parent transaction amount
      
      * Auto-format
      
      * Attempt to fix failing tests
      
      * More test/bug fixes
      
      * Add an extra split at the end if there is a remaining amount
      
      * Make sure split has correct values for dynamic remainder
      
      * Remove extraneous console.log
      2bb7b3c2
    • Matiss Janis Aboltins's avatar
  24. Feb 07, 2024
  25. Jan 20, 2024
    • Zach Whelchel's avatar
      SimpleFin (#2188) · 75186183
      Zach Whelchel authored
      * Some initial UI work for adding SimpleFin.
      
      * SimpleFin proof of concept working.
      
      * Adds linking & unlinking to existing accounts through the account menu UI.
      
      * Added loading and lint fixes.
      
      * Lint changes.
      
      * Added release notes.
      
      * Typecheck cleanup.
      
      * Import, lint, typecheck cleanups.
      
      * More typecheck cleanup.
      
      * Refactored language for consistency.
      
      * Added default institution name.
      
      * Lint cleanup.
      
      * Addressed change requests.
      
      * Added a default to migration, made variables consistent, added feature flag.
      
      * Added account_sync_source to server schema.
      
      * Adds account_sync_source to test.
      
      * Fix for typecheck.
      
      * Attempt to make typecheck happy.
      
      * Added strict ignore.
      
      * Moved account_sync_source to the right model (face palm).
      
      * Hotfix for institution format.
      
      * Lint cleanup.
      
      * Removed unnecessary promise.all.
      
      * Lint cleanup.
      75186183
  26. Jan 19, 2024
  27. Jan 15, 2024
  28. Jan 12, 2024
  29. Jan 06, 2024
  30. Jan 05, 2024
    • Joel Jeremy Marquez's avatar
      Fix mobile transaction page amount input (#2166) · d999e466
      Joel Jeremy Marquez authored
      * Request active edit on focus
      
      * Release notes
      
      * Track previous focus state
      
      * use inputRef to focus
      
      * Focus total amount effect
      
      * Run active edit action synchronously
      
      * Revert unneeded changes
      
      * Run cleanup synchronously
      
      * Cleanup
      
      * runAction
      
      * Space
      d999e466
  31. Dec 22, 2023
    • Joel Jeremy Marquez's avatar
      Mobile split transactions (#2068) · 48941188
      Joel Jeremy Marquez authored
      * Mobile split transactions
      
      * Release notes
      
      * Fix colors
      
      * Update test ids
      
      * AmountInput component on split transactions
      
      * Add notes to mobile split transaction
      
      * Ease of use improvements + functional components
      
      * Ease of use updates
      
      * VRT updates
      
      * Fix AmountInput blur
      
      * Remove negative state in AmountInput + fix vrt
      48941188
  32. Dec 05, 2023
  33. Nov 26, 2023
  34. Nov 24, 2023
    • Neil's avatar
      Dark Theme Live (#1925) · 2c87c603
      Neil authored
      * Remove Featureflag
      
      * notes
      
      * VRT updates
      
      * Dark Theme fixes
      
      * VRT updates
      
      * VRT updates
      
      * Revert "VRT updates"
      
      This reverts commit 7d669f2df2baabb3d20c2da55437adcf01959ef8.
      
      * Revert VRT
      
      Reverting VRT
      
      * VRT updates
      
      * pillbackground
      
      * VRT updates
      
      * Theme Selector
      
      * VRT Updates
      
      * notes
      
      * VRT updates
      2c87c603
  35. Nov 22, 2023
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