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  1. Aug 04, 2024
  2. Jul 22, 2024
    • Bruno Ribeiro's avatar
      Enhance Autocomplete sorting, Payees tab filter, and Schedules tab filter to... · 4439bb6a
      Bruno Ribeiro authored
      Enhance Autocomplete sorting, Payees tab filter, and Schedules tab filter to ignore characters with accents / diacritics (#3045)
      
      * Autocomplete sort now ignores diacritics
      
      * Payees tab now takes into account diacritics
      
      * Category Autocomplete now ignores diacritics
      
      * Schedules filter now ignore diacritics
      
      * Added release note
      
      * Fixed type error
      
      * Added normalisation to manage rules filter
      
      * Added normalisation to $like operator
      
      * Added normalisation function to loot-core
      
      * Fixed type error & added normalisation to notlike
      
      * Fixed unit tests
      
      * Changed normalise to use loot-core/shared on desktop
      
      * Linting fix
      Unverified
      4439bb6a
  3. Jul 18, 2024
    • Sreetam Das's avatar
      fix: number format config not being respected for graphs (#2832) · d032fce7
      Sreetam Das authored
      * Add computed padding for handling clipped Net worth amounts
      
      * Add comment, early handle 5 character case
      
      * Add release note
      
      * Use currency decimal preference for Net Worth graph Y-axis ticks
      
      * use number format preference for `BarLineGraph` ticks
      
      * use number format preference for checking `NetWorthGraph` tick overflow
      
      * prevent `numberFormatConfig` overwrite
      
      `getNumberFormat` uses `numberFormatConfig` as the default argument;
      passing just `{ hideFraction: true }` caused `numberFormatConfig.format`
      to be ignored
      
      * add release note
      
      * use `amountToCurrencyNoDecimal` instead for `{BarLine,NetWorth}Graph` ticks
      Unverified
      d032fce7
  4. Jul 09, 2024
  5. Jul 03, 2024
    • Julian Dominguez-Schatz's avatar
      Reapply rules to split transactions when the parent changes (#2834) · a42938fa
      Julian Dominguez-Schatz authored
      * Reapply rules to split transactions when the parent changes
      
      Concretely, this enables the "standard" workflow for
      split-transaction-entry on desktop, where you enter the payee first, and
      then edit the amount afterwards (and expect splits in a rule to apply when
      you edit the amount).
      
      * Add release notes
      
      * Fix bug in first field below parent transaction
      
      * Update vrt
      Unverified
      a42938fa
  6. Jun 27, 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
      Unverified
      5951b926
  8. 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>
      Unverified
      f02ca4e3
  9. Jun 17, 2024
  10. Jun 04, 2024
  11. Jun 03, 2024
  12. May 16, 2024
  13. May 14, 2024
  14. May 09, 2024
  15. May 03, 2024
  16. Apr 26, 2024
    • Neil's avatar
      Custom Reports Adjustments (#2659) · d49f907f
      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
      
      * remove spending files
      
      * adjustments
      
      * reports.d revert
      
      * revert filter changes
      
      * adjust update filters
      
      * notes
      
      * remove old notes
      
      * adjust style
      
      * lint fixes
      Unverified
      d49f907f
  17. Apr 25, 2024
  18. Apr 21, 2024
  19. Apr 18, 2024
  20. Apr 16, 2024
    • Neil's avatar
      Add daily and weekly to custom reports interval list (#2483) · d9f55460
      Neil authored
      * Button changes and time filters
      
      * rename on dashboard
      
      * notes
      
      * fix time filters
      
      * Sort Categories
      
      * Page title
      
      * category sort order
      
      * move button
      
      * featureflag
      
      * Highlight report name
      
      * sankey fix
      
      * VRT
      
      * remove doubled element
      
      * adjust to match master
      
      * add Year
      
      * notes
      
      * lint fix
      
      * update names
      
      * IntervalsUpdates
      
      * fixing bugs
      
      * ts updates
      
      * lint fix
      
      * merge fixes
      
      * notes
      
      * simplify lookups
      
      * Add Daily and Weekly
      
      * notes
      
      * notes
      
      * merge fix
      
      * TS fix
      
      * Change week start date based on user prefs
      
      * fix weeks
      
      * fix averages
      
      * remove $week
      
      * remove date-week
      
      * TS fixes
      Unverified
      d9f55460
  21. Apr 12, 2024
  22. Apr 04, 2024
  23. Apr 02, 2024
    • Neil's avatar
      Add yearly to custom reports (#2466) · 308f8339
      Neil authored
      * Button changes and time filters
      
      * rename on dashboard
      
      * notes
      
      * fix time filters
      
      * Sort Categories
      
      * Page title
      
      * category sort order
      
      * move button
      
      * featureflag
      
      * Highlight report name
      
      * sankey fix
      
      * VRT
      
      * remove doubled element
      
      * adjust to match master
      
      * add Year
      
      * notes
      
      * lint fix
      
      * update names
      
      * IntervalsUpdates
      
      * fixing bugs
      
      * ts updates
      
      * lint fix
      
      * merge fixes
      
      * notes
      
      * simplify lookups
      Unverified
      308f8339
  24. Mar 24, 2024
  25. Mar 12, 2024
  26. Mar 03, 2024
  27. Feb 28, 2024
  28. Feb 21, 2024
  29. 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>
      Unverified
      08cbdab2
  30. 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
      Unverified
      2bb7b3c2
  31. 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.
      Unverified
      75186183
    • DJ Mountney's avatar
      Bundle loot-core types into the API (#2053) · 0045d921
      DJ Mountney authored
      
      * Bundle loot-core types into the API
      
      So we can have loot-core be the source of truth
      for some types that get passed through
      
      - Improves downstream development with API by including types
      - Use path aliases for dist vs dev tsconfigs
      - Convert api index to typescript as example
      - Permit ts-ignore for issues with our version of typescript
      
      ---------
      
      Co-authored-by: default avatarMatiss Janis Aboltins <matiss@mja.lv>
      Unverified
      0045d921
  32. Jan 19, 2024
  33. Jan 18, 2024
  34. Jan 15, 2024
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