Commit Graph

267 Commits

Author SHA1 Message Date
MaysWind 76af5d946a use the daylight saving time zone as default time zone rather than the current standard time zone during the DST 2025-12-24 00:33:47 +08:00
MaysWind d95e34a597 fix the dates in Statistics & Analysis page does not be processed for daylight saving time 2025-12-21 02:35:11 +08:00
MaysWind 89dd306bb4 use i18n resource item to replace ambiguous configuration item 2025-12-12 12:30:56 +08:00
MaysWind 6430a52027 tag filter supports selecting both included and excluded tags simultaneously 2025-11-24 02:21:03 +08:00
MaysWind 8a020b666c fix the incorrect email verify page, reset password page, and OAuth 2.0 callback page url when accessing ezBookkeeping through a subpath (#348) 2025-11-17 00:38:04 +08:00
MaysWind 4c8bb5a0b7 add asset trends in statistics & analysis (#314) 2025-11-09 22:51:46 +08:00
MaysWind b0e01d36ab generate API token in frontend page 2025-11-03 01:27:45 +08:00
MaysWind 5cb7eca340 add outflows / inflows / net cash flow in statistics & analysis 2025-10-27 00:52:41 +08:00
MaysWind a42c5fa988 fix new users could not be automatically created when signing in via oauth 2.0 2025-10-21 23:59:18 +08:00
MaysWind 46e275d843 store oauth 2.0 user info in token context instead of being passed through frontend parameters 2025-10-21 23:51:13 +08:00
MaysWind 53a8ad71c6 support Nextcloud OAuth 2.0 authentication 2025-10-21 01:52:28 +08:00
MaysWind 2cb47bfd75 move all transactions from one account to another account (#288) 2025-10-11 01:12:33 +08:00
MaysWind 245fdd78e4 clear all transactions of specified account (#228) 2025-09-22 00:26:59 +08:00
MaysWind d947164eb6 add unit test 2025-09-20 21:34:13 +08:00
MaysWind 1a1bb6077c hidden transaction tags are not allowed when importing transactions or using the add_transaction mcp tool 2025-09-20 21:22:44 +08:00
MaysWind 05b5cab12b fix the add_transaction mcp tool set wrong categories from the wrong category type 2025-09-20 21:19:41 +08:00
MaysWind a82fdd4946 add unit tests 2025-09-20 21:08:42 +08:00
MaysWind 4def7ed60c the query_transactions_tool_handler mcp tool supports filtering multiple categories or accounts with the same name, and filtering sub-accounts / secondary categories by their parent account / category name 2025-09-20 21:08:34 +08:00
MaysWind ce9378c43f support filtering accounts and transaction categories for overview in home page (#209) 2025-09-07 13:57:07 +08:00
MaysWind a469d66358 calendar display type supports Gregorian with Persian, date display type supports Persian calendar 2025-09-06 23:34:29 +08:00
MaysWind 8368b02be8 calendar display type supports Gregorian with Chinese 2025-09-06 01:06:31 +08:00
MaysWind a71be1bf05 fix cannot delete accounts / transaction categories and tags when using postgres db (#218) 2025-09-01 22:44:34 +08:00
MaysWind 8154bd712b check if the accounts, categories, and tags used exist when creating a transaction template 2025-08-30 01:22:40 +08:00
MaysWind 411130db4e support calendar display type (Gregorian and Buddhist) 2025-08-28 00:31:59 +08:00
MaysWind c099443783 support date display type (Gregorian and Buddhist) 2025-08-27 00:58:22 +08:00
MaysWind 01aeb945ff check whether transaction template uses specified accounts / categories / tags when deleting them 2025-08-24 01:29:26 +08:00
MaysWind 06a0501633 append error message to log 2025-08-22 21:48:35 +08:00
MaysWind 781c2d9044 retry up to 3 times when update user cloud settings 2025-08-22 00:08:08 +08:00
MaysWind f2d0fe407b support deleting all transactions (#202) 2025-08-21 00:01:25 +08:00
MaysWind cd4d230d29 support changing numeral system 2025-08-17 01:55:19 +08:00
MaysWind 274aa6a17c digit grouping type supports Indian Number Grouping 2025-08-16 00:20:12 +08:00
MaysWind f3d240442b modify balance modification transaction 2025-08-10 17:00:08 +08:00
MaysWind 7283b724b1 add candlestick chart for account balance trends 2025-08-05 23:29:49 +08:00
MaysWind 84523d8b8a code refactor 2025-08-04 20:54:10 +08:00
MaysWind cad53d0bfc use the request context 2025-08-02 00:10:12 +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 d385358aa3 code refactor 2025-07-24 23:58:24 +08:00
MaysWind d6ee8a416f code refactor 2025-07-24 23:57:49 +08:00
MaysWind ea17994c6c show opening / closing balance in reconciliation statement dialog 2025-07-22 01:04:29 +08:00
MaysWind 515b9af61a add reconciliation statement in desktop version 2025-07-21 00:40:02 +08:00
MaysWind 01aa2cf0a4 filter transaction description keywords in statistics & analysis page 2025-07-08 00:31:50 +08:00
MaysWind 0140fc7622 add a special token type for MCP 2025-07-07 01:20:38 +08:00
MaysWind 5a1b649011 add transaction mcp handler 2025-07-06 22:03:26 +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 53aa4ff390 code refactor 2025-06-30 22:58:17 +08:00
MaysWind 3c100b2543 code refactor 2025-06-30 22:42:18 +08:00
MaysWind a68c45a923 fix typo 2025-06-30 21:42:59 +08:00
MaysWind 90e862fbb1 sync application settings 2025-06-29 20:25:21 +08:00
MaysWind 88864fd4f0 code refactor 2025-06-07 22:13:51 +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