- Aug 04, 2024
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youngcw authored
* revert built in number parse * note * tests * remove trivial test * more tests --------- Co-authored-by:
Julian Dominguez-Schatz <julian.dominguezschatz@gmail.com>
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- Jul 29, 2024
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Matiss Janis Aboltins authored
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- Jul 18, 2024
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wdpk authored
* Split transaction handling for csv export (#2973) * refactor, zero-amt parents and add split_amount change how child/parents are counted to remove dependence on `sort_order` being negative. for export, give parent transactions a 0 in the `amount` column, but add a new column with their `split_amount` for other programs to possibly import --------- Co-authored-by:
Zeus\Herb <herb@win.dows> Co-authored-by:
DJ Mountney <david.mountney@twkie.net>
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- Jul 17, 2024
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Simon Schmidt authored
* Replicate seen-in-the-wild camt.053 example * Handle missing ValDt in camt * Release notes for #3086
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- Jul 09, 2024
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Matt Fiddaman authored
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Wizmaster authored
- Added import preview in transaction import list - Added checkboxes to selectively prevent merging transactions Co-authored-by:
youngcw <calebyoung94@gmail.com>
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- Jul 07, 2024
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Joel Jeremy Marquez authored
* Assign schedule to both transactions if schedule is a transfer * Release notes * Migration for old scheduled transfer transactions
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- Jun 26, 2024
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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
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- Jun 22, 2024
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Matiss Janis Aboltins authored
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- Jun 21, 2024
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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:
Robert Dyer <rdyer@unl.edu> * VRT * Fix error * Fix filtered balance * VRT --------- Co-authored-by:
Robert Dyer <rdyer@unl.edu>
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- Jun 18, 2024
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Robert Dyer authored
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- Jun 07, 2024
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Matthew Strasiotto authored
* 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>
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- Jun 03, 2024
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Julian Dominguez-Schatz authored
* Release 'Splits in rules' feature * Add release notes * Add missed comment * Remove unused import * Fix failing test
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- May 28, 2024
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- May 21, 2024
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Julian Dominguez-Schatz authored
* Template only the relevant amount in a split-schedule category * Add release notes * Adjust sign correctly depending on category type
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- May 16, 2024
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Matthew Booe authored
* Update filter amount to filter incoming and outgoing transactions * Add test and fix logic * Added release note * Update with linter fixes * Update new ammount filter to apply to all ops * Fix lint
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- May 15, 2024
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Wizmaster authored
- Manual import should not override the transaction date as done with bank account sync
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- May 09, 2024
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Boris Fritscher authored
* Implement CAMT.053 transactions importer with a file parser and enable xml filetype in dialogs * add release notes * fix types and lint
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- Apr 27, 2024
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kyangk authored
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- Apr 21, 2024
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Julian Dominguez-Schatz authored
* Copy category from parent transaction when splitting * Rename 'Before split' -> 'Apply to all' * Add release notes * Update tests to reflect change
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- Apr 18, 2024
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Matiss Janis Aboltins authored
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- Apr 09, 2024
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Matiss Janis Aboltins authored
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- Mar 31, 2024
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Matiss Janis Aboltins authored
adding extra console.log lines for bank-sync to help with troubleshooting (#2529) * adding extra console.log lines for bank-sync to help with troubleshooting * Release notes
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- Mar 21, 2024
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Matiss Janis Aboltins authored
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- Mar 19, 2024
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Ikko Eltociear Ashimine authored
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- Mar 06, 2024
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Attila Kerekes authored
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- Feb 21, 2024
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Julian Dominguez-Schatz authored
* Show splits on rules page * Add `ActionExpression` for 'allocate'-type actions * Add release notes * Fix type errors
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- Feb 17, 2024
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DJ Mountney authored
* Converts html special characters in ofx values to plaintext - Apply during ofx/qfx import
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- Feb 08, 2024
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DJ Mountney authored
* Fix parse errors with OFX data with no transactions - Return an empty array instead of an array of undefined
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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
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- Feb 03, 2024
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yoyotogblo authored
Change to 7 days prior and after for imported transactions when fuzzy matching
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Joel Jeremy Marquez authored
* Consider child transaction when fuzzy matching * Release notes
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- Jan 20, 2024
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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.
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- Jan 19, 2024
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Matiss Janis Aboltins authored
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Matiss Janis Aboltins authored
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- Jan 18, 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 12, 2024
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Matiss Janis Aboltins authored
*
(ofx) removing old parser * Release notes * Patch unit test
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- Jan 09, 2024
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rjwonder authored
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- Jan 06, 2024
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Joel Jeremy Marquez authored
* ESLint no-default-export 13 - final * Release notes * Fix lint error * Add api/migrations to override * Fix lint error
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