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  1. 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
    • wdpk's avatar
      update split transaction handling for csv export (#2973) · 12f91f7d
      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: default avatarZeus\Herb <herb@win.dows>
      Co-authored-by: default avatarDJ Mountney <david.mountney@twkie.net>
      Unverified
      12f91f7d
  2. Jul 17, 2024
  3. Jul 15, 2024
    • Robert Dyer's avatar
      Add help modal for keyboard shortcuts. (#3033) · 70726741
      Robert Dyer authored
      * Add help modal for keyboard shortcuts.
      
      * add release note
      
      * fix linter
      
      * fix typecheck
      
      * fix linter
      
      * use component syntax for GroupHeading
      
      * use component syntax for Shortcut
      
      * fix linter
      
      * use component syntax for KeyIcon
      
      * refactor to support different dialogs
      
      * show different help based on current page
      
      * fix linter
      
      * reword help
      
      * capitalize letters
      
      * show cmd on mac
      
      * stop event propagation
      
      * dont show if a modal is already open
      
      * remove unused import
      
      * rename modal
      
      * move where location check happens
      
      * dont stop event
      
      * allow typing '?' in inputs
      
      * better filter
      
      * extract function
      
      * fix linter
      
      * dont show if filter popover is visible
      
      * fix linter
      
      * fix wrong shortcut, support SHIFT
      
      * fix linter
      
      * fix conditional
      Unverified
      70726741
  4. Jul 13, 2024
  5. Jul 12, 2024
  6. Jul 11, 2024
  7. Jul 10, 2024
  8. Jul 09, 2024
  9. Jul 07, 2024
  10. Jul 05, 2024
  11. Jul 04, 2024
  12. Jul 03, 2024
  13. Jul 02, 2024
  14. Jun 27, 2024
  15. 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
  16. Jun 24, 2024
  17. Jun 22, 2024
  18. 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
  19. Jun 19, 2024
  20. Jun 18, 2024
  21. Jun 17, 2024
  22. Jun 12, 2024
    • lelemm's avatar
      FIX: For Report Budget, the income categories are negative when using 'Set... · 12719e30
      lelemm authored
      FIX: For Report Budget, the income categories are negative when using 'Set budgets to 3 month average' (#2862)
      
      * FIX: For Report Budget, the income categories are negative when using 'Set budgets to 3 month average'. This fix solves this issue
      
      * added 2862.md
      
      * Ajustments for category menu not closing properly and fix to negative values for income category copy budget
      
      * fix lint
      
      * changed variable name without changing references after lint ajust
      
      * retrigger checks
      
      * smaller 2862.md
      Unverified
      12719e30
  23. Jun 10, 2024
    • Dan D's avatar
      Handle Null Org Domain in SimpleFIN for bank_id (#2836) · 8b850f14
      Dan D authored
      * Update main.ts - Handle Null Org Domain in SimpleFIN
      
      SimpleFIN (currently) uses the org domain as the bank ID. According to SimpleFIN docs, this can possibly be a null value, as can the org name. However, at least one of the two must be present.
      
      In Actual, org name is set to "Unknown" if it comes in as null, but the bank_id (previously just set to the org domain) was not, resulting in a null bank_id value at times.
      
      * Create 2836.md
      
      * Fix release notes format.
      
      * Small change to release note.
      
      * Change to use new org Id as fallback for bank_id
      
      * Add orgId property, for new org id from SimpleFIN
      Unverified
      8b850f14
    • Joel Jeremy Marquez's avatar
      Cover overbudgeted action + make balance movement menus only appear on relevant conditions (#2850) · c992e340
      Joel Jeremy Marquez authored
      * Make balance movement menus only appear on relevant conditions
      
      * Release notes
      
      * Hide to be budgeted when covering overbudgeted
      
      * Fix typecheck error
      Unverified
      c992e340
    • Crazypkr1099's avatar
      Added Year comparison feature. (#2806) · 2b96bb3d
      Crazypkr1099 authored
      
      * Added Year comparsion feature. Also fixed bug with greater than 28 days.
      
      * Removed comments and console.logs
      
      * Create 2806.md
      
      * Cleaned up code
      
      * Hide's graph if no data, and hides average, last month or last year if no data.
      
      * Apply suggestions from code review
      
      Co-authored-by: default avatarNeil <55785687+carkom@users.noreply.github.com>
      
      * Fixed spent MTD and last MTD. Added in all suggestions from carkom.
      
      * Update 2806.md
      
      * Added changes required by carkom #2
      
      * Couple more fixes, only show graph if have data for last month (as requested by carkom)
      
      * Removed console.log that was mistakenly added.
      
      * removed useEffect
      
      * Add files via upload
      
      * Remove async function
      
      * lint fix
      
      * fixed carkom requests & added in fix for YAxis issues
      
      * Fixed couple of mistakes. Removed Y Axis fix (new PR will be created)
      
      * Cleanup code
      
      * Fix mode buttons
      
      * Removed console.log...
      
      * Update showAverage Logic
      
      * Update switch logic
      
      default should be default for everyone other part of the graph.
      
      * Add Math.abs
      
      * lint fix
      
      ---------
      
      Co-authored-by: default avatarNeil <55785687+carkom@users.noreply.github.com>
      Unverified
      2b96bb3d
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