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  1. Mar 19, 2024
  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. Feb 03, 2024
  4. 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
  5. Jan 18, 2024
  6. Jan 15, 2024
  7. Jan 09, 2024
  8. Jan 06, 2024
  9. Jan 01, 2024
  10. Dec 09, 2023
  11. Nov 23, 2023
  12. Nov 22, 2023
  13. Aug 23, 2023
    • Khanh Nguyen's avatar
      Fix bug - Manually entered split transactions are not cleared on import #200 (#1465) · 240dc46a
      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
      Unverified
      240dc46a
  14. Aug 22, 2023
  15. Aug 21, 2023
  16. Aug 15, 2023
  17. Aug 09, 2023
  18. Jul 18, 2023
  19. Jun 28, 2023
  20. Jun 11, 2023
    • Jed Fox's avatar
      Fix sync-related errors that show up in the console when not using a server (#984) · 0e2b317e
      Jed Fox authored
      Previously, the frontend would attempt to make real requests to
      `https://not-configured/`, which of course failed. I’ve changed the
      internal structure to have the lack of a server expressed as a `null`
      server. A new `did-bootstrap` browser-level setting has been added to
      track if the user clicked “Don’t use a server.”
      
      Finally, I updated the auth logic for methods that call out to the
      server to make them consistent and use the early return style which
      reduces indentation.
      Unverified
      0e2b317e
  21. Apr 23, 2023
  22. Apr 10, 2023
    • Alberto Gasparin's avatar
      Convert commonjs to esm (#877) · cd00da76
      Alberto Gasparin authored
      This PR converts everything (aside from electron) from CommonJS to ESM.
      It is needed to reduce the changes that will happen during the migration
      to Typescript (as TS does not play nice with CJS).
      
      Basically:
      - rewrite `require()` to `import`
      - rewrite `module.exports` to `exports`
      - introduce `ts-node` to run importers so we can convert them to TS too
      
      Lastly, sorry for this larg-ish PR, not my preference but when I tried
      to reduce its scope, I would end up with mixed commons/esm that was even
      more tricky to handle.
      Unverified
      cd00da76
  23. Mar 14, 2023
  24. Mar 13, 2023
  25. Mar 12, 2023
  26. Mar 04, 2023
    • Filip Stybel's avatar
      Nordigen integration - account sync (#457) · 5bb4f4b2
      Filip Stybel authored
      
      * Update gitignore about .idea folder
      
      The .idea folder is generated by IntelliJ IDEA
      
      * Add integration with Nordigen
      
      * Fix linter
      
      * Use longer access to the account
      
      * Move normalizatoin of accounts to the backend side
      
      * Fix possibility to force remove account
      
      * Move normalization of transactions to the backend side
      
      * Fix Settings.js after merge
      
      * fix enableing bank sync
      
      * delete old Settings component
      
      * Use camelCase for nordigen/remove-account call
      
      * WIP refactor
      
      * Fix auto-selecting existing accounts
      
      * Fix unlinking accounts
      
      * Align to backend changes for Nordigen integration
      
      * Fix AnimatedLoading
      
      * Code review changes
      
      * Fix TZ date issue
      
      * rm mobile package
      
      * rm BankSync settings section
      
      * rm console.log
      
      * rm comment
      
      * applies some alignments from code review
      
      * applies some alignments from code review
      
      * Add prefix for nordigen specific functionality
      
      * Use arrow char
      
      * Add prefix for nordigen functionalities
      
      * Fix linter
      
      * Display only open accounts
      
      * Update packages/desktop-client/src/nordigen.js
      
      Co-authored-by: default avatarJed Fox <git@jedfox.com>
      
      * Fix incorrect calc of TZ for endDate
      
      * Improved error checking
      
      * Fix throwing invalid-schema error
      
      * Fix for syncing large batches in Safari
      
      ---------
      
      Co-authored-by: default avatarFilip Stybel <filip.stybel@ynd.co>
      Co-authored-by: default avatarLeon Ebel <24588023+ebelleon@users.noreply.github.com>
      Co-authored-by: default avatarJed Fox <git@jedfox.com>
      Unverified
      5bb4f4b2
  27. Feb 10, 2023
  28. Jan 25, 2023
  29. Jan 03, 2023
  30. Sep 02, 2022
  31. Aug 23, 2022
  32. Apr 29, 2022
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