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  1. Aug 04, 2024
  2. Jul 29, 2024
  3. Jul 18, 2024
  4. Jul 17, 2024
  5. Jul 09, 2024
  6. Jul 07, 2024
  7. Jun 26, 2024
    • Joel Jeremy Marquez's avatar
      Group and ungroup split transactions (#2805) · 5951b926
      Joel Jeremy Marquez authored
      * 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
      5951b926
  8. Jun 22, 2024
  9. 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
  10. Jun 18, 2024
  11. Jun 07, 2024
  12. Jun 03, 2024
  13. May 28, 2024
    • youngcw's avatar
      Revert #2643 (#2803) · c3783b64
      youngcw authored
      * Revert "Fix amount filter to include both incoming and outgoing amounts (#2643)"
      
      This reverts commit df7ad223.
      
      * leave in old release note
      
      * note
      c3783b64
  14. May 21, 2024
  15. May 16, 2024
  16. May 15, 2024
  17. May 09, 2024
  18. Apr 27, 2024
  19. Apr 21, 2024
  20. Apr 18, 2024
  21. Apr 09, 2024
  22. Mar 31, 2024
  23. Mar 21, 2024
  24. Mar 19, 2024
  25. Mar 06, 2024
  26. Feb 21, 2024
  27. Feb 17, 2024
  28. Feb 08, 2024
    • DJ Mountney's avatar
      Fix parse errors with OFX data with no transactions (#2342) · b994a6a7
      DJ Mountney authored
      * Fix parse errors with OFX data with no transactions
      
      - Return an empty array instead of an array of undefined
      b994a6a7
    • 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
  29. Feb 03, 2024
  30. 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
  31. Jan 19, 2024
  32. Jan 18, 2024
  33. Jan 15, 2024
  34. Jan 12, 2024
  35. Jan 09, 2024
  36. Jan 06, 2024
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