Skip to content
Snippets Groups Projects
  1. 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>
      f02ca4e3
  2. Jun 17, 2024
  3. Jun 04, 2024
  4. Jun 03, 2024
  5. May 16, 2024
  6. May 14, 2024
  7. May 09, 2024
  8. May 03, 2024
    • Neil's avatar
      Custom Reports changes (#2677) · 0aa6a057
      Neil authored
      * adjustments
      
      * notes
      
      * scroll height
      
      * lint fix
      
      * compact scrollbar
      
      * fixes
      
      * filters fix
      
      * scrollbar color
      
      * fix week ranges
      0aa6a057
  9. Apr 26, 2024
    • Neil's avatar
      Custom Reports Adjustments (#2659) · d49f907f
      Neil authored
      * monthly Spending
      
      * Add Average
      
      * notes
      
      * title
      
      * date filter
      
      * TS fixes and hide average when no data
      
      * fix average tooltip and relabel x-axis
      
      * Wording/verbiage
      
      * remove spending files
      
      * adjustments
      
      * reports.d revert
      
      * revert filter changes
      
      * adjust update filters
      
      * notes
      
      * remove old notes
      
      * adjust style
      
      * lint fixes
      d49f907f
  10. Apr 25, 2024
  11. Apr 21, 2024
  12. Apr 18, 2024
    • Joel Jeremy Marquez's avatar
      [Mobile] Budget month notes and budget action menu (#2610) · 407ad4de
      Joel Jeremy Marquez authored
      * Budget month menus
      
      * Release notes
      
      * Update vrt and fix lint
      
      * Merge budget month modals into one modal
      
      * Fix typecheck error
      
      * VRT updates
      
      * Update modal triggers
      
      * VRT updates
      
      * Adjust budget month modals size
      
      * Fix lint error
      
      * Remove excess padding
      
      * Use modal padding prop
      407ad4de
  13. Apr 16, 2024
    • Neil's avatar
      Add daily and weekly to custom reports interval list (#2483) · d9f55460
      Neil authored
      * Button changes and time filters
      
      * rename on dashboard
      
      * notes
      
      * fix time filters
      
      * Sort Categories
      
      * Page title
      
      * category sort order
      
      * move button
      
      * featureflag
      
      * Highlight report name
      
      * sankey fix
      
      * VRT
      
      * remove doubled element
      
      * adjust to match master
      
      * add Year
      
      * notes
      
      * lint fix
      
      * update names
      
      * IntervalsUpdates
      
      * fixing bugs
      
      * ts updates
      
      * lint fix
      
      * merge fixes
      
      * notes
      
      * simplify lookups
      
      * Add Daily and Weekly
      
      * notes
      
      * notes
      
      * merge fix
      
      * TS fix
      
      * Change week start date based on user prefs
      
      * fix weeks
      
      * fix averages
      
      * remove $week
      
      * remove date-week
      
      * TS fixes
      d9f55460
  14. Apr 12, 2024
  15. Apr 04, 2024
  16. Apr 02, 2024
    • Neil's avatar
      Add yearly to custom reports (#2466) · 308f8339
      Neil authored
      * Button changes and time filters
      
      * rename on dashboard
      
      * notes
      
      * fix time filters
      
      * Sort Categories
      
      * Page title
      
      * category sort order
      
      * move button
      
      * featureflag
      
      * Highlight report name
      
      * sankey fix
      
      * VRT
      
      * remove doubled element
      
      * adjust to match master
      
      * add Year
      
      * notes
      
      * lint fix
      
      * update names
      
      * IntervalsUpdates
      
      * fixing bugs
      
      * ts updates
      
      * lint fix
      
      * merge fixes
      
      * notes
      
      * simplify lookups
      308f8339
  17. Mar 24, 2024
  18. Mar 12, 2024
  19. Mar 03, 2024
  20. Feb 28, 2024
  21. Feb 21, 2024
  22. 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>
      08cbdab2
  23. 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
      2bb7b3c2
  24. 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.
      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>
      0045d921
  25. Jan 19, 2024
  26. Jan 18, 2024
  27. Jan 15, 2024
  28. Jan 12, 2024
  29. Jan 06, 2024
  30. Dec 15, 2023
  31. 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
      c09a85f3
  32. Dec 06, 2023
  33. 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
      e48f36cd
Loading