Commit Graph

1140 Commits

Author SHA1 Message Date
MaysWind ceecff8c24 add refresh button in reconciliation statement dialog 2025-07-30 22:27:58 +08:00
MaysWind f32cc4ab04 fix the filter could not be saved after the filtered accounts, categories and transaction tags were deleted (#185) 2025-07-30 21:12:15 +08:00
MaysWind 8fa46281e0 update closing balance in reconciliation statement page / dialog 2025-07-30 00:56:55 +08:00
MaysWind f7bc4b3ab6 modify style 2025-07-30 00:56:34 +08:00
MaysWind ad4f5bd88d support duplicating / modifying / deleting transaction in reconciliation statement page 2025-07-29 00:58:15 +08:00
MaysWind e4cb66718d reload reconciliation statement after adding new transaction 2025-07-29 00:16:37 +08:00
MaysWind 175b272fa0 disable the view button of the balance modification transaction 2025-07-29 00:03:45 +08:00
MaysWind ca0fb9446b total inflows and outflows in reconciliation statement includes the amount of the balance modification transaction 2025-07-29 00:01:38 +08:00
MaysWind 6eb749dca2 move file 2025-07-28 23:20:45 +08:00
MaysWind d146a99c65 modify style 2025-07-28 22:49:15 +08:00
MaysWind fd99c784b3 modify style 2025-07-28 22:00:26 +08:00
MaysWind 22f9c5243a add reconciliation statement page for mobile version 2025-07-28 00:37:51 +08:00
MaysWind 713b621169 update category display name for balance modification transaction 2025-07-27 21:35:16 +08:00
MaysWind 80df5f95aa fix typo 2025-07-27 17:07:04 +08:00
MaysWind 1e492d8724 code refactor 2025-07-27 16:59:31 +08:00
MaysWind 602f15fe2e export reconciliation statements 2025-07-26 00:58:38 +08:00
MaysWind 6050f5deab add / view transaction in reconciliation statement dialog 2025-07-23 00:47:22 +08:00
MaysWind 5d07d1a70d modify style 2025-07-23 00:09:15 +08:00
MaysWind bae330c6f3 modify text 2025-07-23 00:02:34 +08:00
MaysWind ea17994c6c show opening / closing balance in reconciliation statement dialog 2025-07-22 01:04:29 +08:00
MaysWind c3d29ee2f8 modify text 2025-07-21 00:53:39 +08:00
MaysWind 515b9af61a add reconciliation statement in desktop version 2025-07-21 00:40:02 +08:00
MaysWind 4ba3893b83 remove unused code 2025-07-21 00:39:54 +08:00
MaysWind 8da4f65048 load / save rules for batch replacing transaction categories / accounts / tags when import transactions 2025-07-20 01:51:20 +08:00
MaysWind 428bcba56e code refactor 2025-07-19 23:27:32 +08:00
MaysWind 01aa2cf0a4 filter transaction description keywords in statistics & analysis page 2025-07-08 00:31:50 +08:00
MaysWind 5c9eb5dc5a modify style 2025-07-07 23:30:11 +08:00
MaysWind b05a53ffe3 reduce the number of skeleton rows when loading in transaction list page 2025-07-07 22:58:41 +08:00
MaysWind 0387551c43 change mcp token icon 2025-07-07 22:47:16 +08:00
MaysWind 07477eb5f8 hide generate mcp token when mcp is not enabled 2025-07-07 22:28:00 +08:00
MaysWind 0140fc7622 add a special token type for MCP 2025-07-07 01:20:38 +08:00
MaysWind 2e1a9362fc export transaction data based on the conditions on the transaction list page (#55) 2025-07-01 00:01:29 +08:00
MaysWind e13efdc11f add sub category name in title 2025-06-30 21:53:36 +08:00
MaysWind 303f599f7d only show version dialog when frontend and backend version are not the same 2025-06-30 21:49:24 +08:00
MaysWind 96b7c69283 add refresh browser cache when client version not match server version 2025-06-30 00:39:28 +08:00
MaysWind 801c0f8572 total amount on the account list page supports excluding specified accounts (#161) 2025-06-29 22:27:34 +08:00
MaysWind 90e862fbb1 sync application settings 2025-06-29 20:25:21 +08:00
MaysWind 3621245212 save / load column mapping file for delimiter-separated values (dsv) file 2025-06-22 22:49:06 +08:00
MaysWind dfa573b49b code refactor 2025-06-22 22:27:45 +08:00
MaysWind 481618037d change the text of the unset start and end time in scheduled transaction 2025-06-22 18:07:11 +08:00
MaysWind fe7736a7f6 export statistics data to markdown file 2025-06-15 23:33:57 +08:00
MaysWind 9090c5c223 set geo location data order when import transaction 2025-06-15 22:59:21 +08:00
MaysWind 4336d1ed1a export statistics & analysis data in desktop version 2025-06-15 21:50:31 +08:00
MaysWind 39e81af782 code refactor 2025-06-15 20:42:15 +08:00
Sebastian Reategui e09c62cf8d add missing fiscal year start parameter for src/lib/datetime.ts:getFullMonthDateRange() 2025-06-10 08:38:51 +08:00
MaysWind 4111eb0838 code refactor 2025-06-09 23:50:30 +08:00
MaysWind f905dcb3fd improve compatibility 2025-06-08 02:47:30 +08:00
MaysWind ce4bca8272 code refactor 2025-06-08 02:47:00 +08:00
Sebastian Reategui b94dc8eb83 Feature - Add support for a fiscal year period defined in user settings.
* Add "This fiscal year", "Last fiscal year" as date range options in Transaction Details to filter transactions to those periods
* Add fiscal year ranges to Statistics & Trend Analysis
* Add "fiscal year start date" to user profile settings, allowing the user to select any date of the calendar year as the start of the fiscal year
* Add "fiscal year format" to user profile settings, allowing the user to specify how financial year date labels should appear

Implementation notes:
* The default fiscal year start is January 1 and the default fiscal year display format is "FY 2025"
* Fiscal year start date (month number & day number) are stored together in db as a uint16, high byte & low byte respectively
* February 29 is disallowed as a fiscal year start date, since it is never used as a convention in any country
* Jest is added to the project as a dev dependency, for unit tests in frontend

Signed-off-by: Sebastian Reategui <seb.reategui@gmail.com>
2025-06-07 22:04:47 +08:00
MaysWind 70eea8ff33 show total balance of parent account in mobile version (#149) 2025-06-07 14:11:55 +08:00