- Apr 30, 2024
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shall0pass authored
* allow decimal in percent templates * release note
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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 07, 2024
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shall0pass authored
* add group enhancement * warnings * note * add more group functions * add Global: to differentiate warning from group warnings * weights not properly recorded for sinking groups, safeNumber error
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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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- Mar 04, 2024
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shall0pass authored
* add log messages to schedule templates * log the included schedules * more log output * use a negate filter for sinking funds * carve out a top out exception if no sinking funds * note
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shall0pass authored
* remove automatic funding of rollover categories * note
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- Feb 05, 2024
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shall0pass authored
* add balance check * lint * fill rollover categories after non-rollover * allow partial fills of non-rollover * update * release note and youngcw suggestion * warnings * remove commented coded
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- Jan 31, 2024
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shall0pass authored
* update goal target after montly cleanup * release note
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- Jan 24, 2024
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shall0pass authored
* fix database insertion * dbMonth format * release note
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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 14, 2024
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Ikko Eltociear Ashimine authored
non-existant -> non-existent
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- Jan 07, 2024
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shall0pass authored
* refactor pass 1 * refactor pass 2 * refactor pass 3 * commented out startDate * remove console logging * release note * non-repeating error * add daily * move else * Fix compounding to_budget * lint * reapply 2125
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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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- 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 15, 2023
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Matiss Janis Aboltins authored
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- Dec 14, 2023
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Julian Dominguez-Schatz authored
* Add "end" field with date/count options * Use "end" field to generate schedule * Show "end" field in recurring description * Disable weekend before/after picker when not enabled * Add release notes * Fix failing typechecks * Add some description tests * PR feedback * 'Features', not 'Feature' * Fix goal templates infinite loop * Empty commit to bump ci * Fix bug where schedule templates in the past would apply incorrectly For example, if you had a schedule which started in November 2023 for 1.00, and you applied the schedule in October 2023, then you would end up with a value of 0.50 applied in October. * Fix handling of schedules with an end date This commit also includes a refactor of the skip-weekend logic: rather than referring only to dates with skipped weekends (which requires checking whether the "next date" request worked correctly), we track a "base date" which is the previous value of the schedule according to the rrule, excluding any weekend-skipping. This lets us use `addDays(baseDate, 1)` to get the next occurrence, regardless of the weekend behaviour. Doing things this way ensures that the loop will always make progress. * Only compute skipped weekend if weekend skips were requested * Fix typo in iterate-schedule-occurrences code We should be using `nextBaseDate` to derive the next base date, not `nextDate`; this is because we want the base date to be guaranteed to make progress in each loop iteration, so we can finish in at most 30 iterations without duplicate base dates. * Use const * Revert const -> let for one mutable variable
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- 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 17, 2023
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shall0pass authored
* logic * release note
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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
* check for null carryover * release note * simplify logic
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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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Tom French authored
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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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