- 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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Joel Jeremy Marquez authored
* ESLint no-default-exports 12 - All loot-core folders except server * Release notes * Fix imports
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Khanh Nguyen authored
* added cleared column in csv export * added release note
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- Jan 01, 2024
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Matiss Janis Aboltins authored
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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 06, 2023
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Matiss Janis Aboltins authored
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- Nov 30, 2023
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Neil authored
* Update rules.ts * notes * Update packages/loot-core/src/server/accounts/rules.ts Co-authored-by:
Matiss Janis Aboltins <matiss@mja.lv> * Entity update * fix --------- Co-authored-by:
Matiss Janis Aboltins <matiss@mja.lv>
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- Nov 23, 2023
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DJ Mountney authored
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- Nov 22, 2023
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Matiss Janis Aboltins authored
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Zach Whelchel authored
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- Nov 20, 2023
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Joel Jeremy Marquez authored
* Support multiple months in experimental ofx parser * Release notes * Fix lint error
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- Nov 15, 2023
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Stefan Hall authored
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- Nov 11, 2023
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Joel Jeremy Marquez authored
* Support ofx INVSTMTMSGSRSV1 * Release notes
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- Oct 06, 2023
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Joel Jeremy Marquez authored
* Prevent parent transaction from being added to transfer account * Release notes
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- Sep 22, 2023
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Syukron Rifa'il Muttaqi authored
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Matiss Janis Aboltins authored
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- Sep 03, 2023
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Joel Jeremy Marquez authored
* Experimental OFX parser * Release notes * Enable enableExperimentalOfxParser in tests * Move experimental ofx parser to ofx2json * Enable experimental ofx parser by default * Address PR comments
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- Sep 02, 2023
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Matiss Janis Aboltins authored
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- Aug 28, 2023
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Joel Jeremy Marquez authored
Co-authored-by:
Matiss Janis Aboltins <matiss@mja.lv>
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- Aug 23, 2023
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Khanh Nguyen authored
* Added clear transactions on import option * Added release note * Added cleared column to csv export * fixed Manually entered split transactions are not cleared on import * Revert "Added cleared column to csv export" This reverts commit 2952bc3e7d6367629e0bc8151b2ede1820e4c9f5. * added release note * Copied same code to Gocardless * Updated var name * Updated to only query changed transactions instead of all
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- Aug 22, 2023
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Johannes Löthberg authored
We should not override the date in case the user has manually corrected it. Signed-off-by:
Johannes Löthberg <johannes@kyriasis.com>
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- Aug 21, 2023
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Johannes Löthberg authored
Most banks allow up to 90 days of transactions, and so we try to fetch up to 90 days of transactions or transactions since the first transaction in the Actual account, whichever is shortest. This lets users get a clean start based on their selected starting balances date. Signed-off-by:
Johannes Löthberg <johannes@kyriasis.com>
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- Aug 19, 2023
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Pol Eyschen authored
* allow schedules to skip weekends * wording * release note * skip weekend in upcoming dates as well * Clean UI * Move switch to the date selection modal
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- Aug 15, 2023
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Johannes Löthberg authored
Because different banks use the date fields in vastly different ways we now let the server's bank integrations decide which date we should use. Signed-off-by:
Johannes Löthberg <johannes@kyriasis.com>
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- Aug 09, 2023
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Johannes Löthberg authored
This breaks fetching transactions where the valueDate is in the future. While the GoCardless documentation says this should never happen, it's what happens with at least Bank Norwegian due to them using the interest date as valueDate. (C.f. #1392) Signed-off-by:
Johannes Löthberg <johannes@kyriasis.com>
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- Jul 29, 2023
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Tom French authored
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- Jul 21, 2023
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Jed Fox authored
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- Jul 20, 2023