Commit Graph

504 Commits

Author SHA1 Message Date
MaysWind f210bfa9f4 use the first visible account as default if the default account is hidden when creating new transaction 2025-08-04 23:14:46 +08:00
MaysWind 14b4e40039 reconciliation statement page / dialog supports account balance trends chart (#184) 2025-08-04 01:22:36 +08:00
MaysWind b5233399e6 code refactor 2025-08-01 23:03:59 +08:00
MaysWind b24ebdb83e redesign time picker in date time select for desktop device 2025-07-31 22:19:12 +08:00
MaysWind c5aa37037f the number of digits shown for hours, minutes, and seconds in the time picker depends on the user's language settings 2025-07-23 01:06:34 +08:00
MaysWind 515b9af61a add reconciliation statement in desktop version 2025-07-21 00:40:02 +08:00
MaysWind bcb6c4f419 time selector in mobile version supports loop selection 2025-07-21 00:39:32 +08:00
MaysWind 01aa2cf0a4 filter transaction description keywords in statistics & analysis page 2025-07-08 00:31:50 +08:00
MaysWind 07477eb5f8 hide generate mcp token when mcp is not enabled 2025-07-07 22:28:00 +08:00
MaysWind 6215f489f2 code refactor 2025-07-07 01:20:55 +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 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 9090c5c223 set geo location data order when import transaction 2025-06-15 22:59:21 +08:00
MaysWind 39e81af782 code refactor 2025-06-15 20:42:15 +08:00
MaysWind 4111eb0838 code refactor 2025-06-09 23:50:30 +08:00
MaysWind cd37e2ab1d fix the data of last quarter not displayed when there is only one month in the last quarter in trend analysis 2025-06-09 00:45:17 +08:00
MaysWind 2c730b3e25 code refactor 2025-06-09 00:33:16 +08:00
MaysWind ee47ee91c3 fix incorrect data aggregated by fiscal year in trend analysis 2025-06-08 23:10:02 +08:00
MaysWind 5a47c74f83 code refactor 2025-06-08 23:09:47 +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 cab13cee3c code refactor 2025-06-01 23:42:35 +08:00
MaysWind b4bff49104 try to keep the selected day when navigating the transaction calendar by month 2025-06-01 01:10:27 +08:00
MaysWind 626d3895aa allow users to set coordinate display type (#141) 2025-05-27 01:01:55 +08:00
MaysWind adfd12ef52 fix the longitude exceeds 180 degrees when selecting a new geographic location by user 2025-05-26 01:01:07 +08:00
MaysWind 817291c9a7 support user custom exchange rates data 2025-05-26 00:47:19 +08:00
MaysWind 5767acb29b improve performance for mobile transaction list page 2025-05-22 03:38:30 +08:00
MaysWind 1d2002e92f only months can be selected in transaction calendar mode 2025-05-10 01:05:11 +08:00
MaysWind dbbbe6805d fix cannot shift month when selected month is current month and in transaction calendar mode 2025-05-07 00:34:11 +08:00
MaysWind 81812bb31d add transaction calendar 2025-05-06 00:33:45 +08:00
MaysWind ab6f9839ef amount input supports formula (#130) 2025-05-04 22:56:15 +08:00
MaysWind d036f66d4c fix some number value not display localized decimal symbol 2025-05-04 21:30:04 +08:00
MaysWind 381d063295 support clicking on map to set specified geographic location 2025-05-02 00:32:22 +08:00
MaysWind b7973772b3 show process when importing a lot of transactions 2025-05-01 13:49:17 +08:00
MaysWind e7e2cc8081 fix cannot add preset transaction categories 2025-04-26 22:56:09 +08:00
MaysWind df31be61e8 support hiding/unhiding/deleting sub-account in account list page 2025-04-13 23:36:37 +08:00
MaysWind 2c9bb12da9 code refactor 2025-04-03 23:50:14 +08:00
MaysWind b059055a93 code refactor 2025-04-03 23:44:06 +08:00
MaysWind 91b6047f2e batch create nonexistent transaction tags when import transaction 2025-03-29 21:02:56 +08:00
MaysWind 399b5c03a2 code refactor 2025-03-24 00:10:26 +08:00
MaysWind 66f7cc6f88 set amount format in import dialog 2025-03-24 00:09:12 +08:00
MaysWind fc2c5a8e6c modify method name 2025-03-23 14:55:17 +08:00
MaysWind 2a02816127 fix the selected item not in the center sometimes 2025-03-09 16:42:40 +08:00
MaysWind 639bd9c5cd use the new popup select dialog 2025-03-09 16:23:23 +08:00
MaysWind d3b283f623 code refactor 2025-03-09 00:45:58 +08:00