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  1. 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
  2. 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
  3. 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
  4. Jan 19, 2024
  5. Jan 18, 2024
  6. Jan 15, 2024
  7. Jan 12, 2024
  8. Jan 06, 2024
  9. Dec 15, 2023
  10. Dec 14, 2023
    • Julian Dominguez-Schatz's avatar
      Add schedule end date/count field (#1899) · c09a85f3
      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
      Unverified
      c09a85f3
  11. Dec 06, 2023
  12. Nov 26, 2023
    • Neil's avatar
      Custom Reports Bug Fixes (#1930) · e48f36cd
      Neil authored
      * Range fix and payee fix
      
      * bug fixes and UI tweaks
      
      * range options, hover UI
      
      * Select - UnSelect All Buttons
      
      * fix hidden group bug
      
      * YAxis PrivacyFilter
      
      * notes
      
      * more privacyFilter graphs
      
      * overflowY fix
      
      * Loading Indicator
      
      * Fix Filter button hover
      
      * review fixes
      
      * LoadingIndicator fixes
      
      * remove a loop
      
      * filterbuttontype
      
      * review fixes
      
      * filtersbutton
      
      * updates
      Unverified
      e48f36cd
  13. Nov 22, 2023
  14. Nov 20, 2023
  15. Nov 17, 2023
  16. Nov 04, 2023
  17. Oct 30, 2023
  18. Oct 22, 2023
  19. Sep 22, 2023
  20. Sep 17, 2023
  21. Aug 30, 2023
  22. Aug 28, 2023
  23. Aug 17, 2023
  24. Aug 08, 2023
  25. Jul 30, 2023
  26. Jul 29, 2023
  27. Jul 24, 2023
  28. Jul 20, 2023
  29. Jul 18, 2023
  30. Jul 02, 2023
  31. Jun 28, 2023
  32. Jun 27, 2023
  33. Jun 25, 2023
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