Commit Graph

216 Commits

Author SHA1 Message Date
MaysWind f8878c5405 disable transaction draft when update closing balance 2025-07-31 23:41:52 +08:00
MaysWind 8dcaa457f9 set the default date based on the current date time filter range when adding a new transaction in the transaction list page 2025-07-31 22:53:37 +08:00
MaysWind 8fa46281e0 update closing balance in reconciliation statement page / dialog 2025-07-30 00:56:55 +08:00
MaysWind c3d29ee2f8 modify text 2025-07-21 00:53:39 +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 b05a53ffe3 reduce the number of skeleton rows when loading in transaction list page 2025-07-07 22:58:41 +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 3621245212 save / load column mapping file for delimiter-separated values (dsv) file 2025-06-22 22:49:06 +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 9090c5c223 set geo location data order when import transaction 2025-06-15 22:59:21 +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
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 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 607c1ddc48 show amount in default currency in transaction edit page / dialog when account currency is not default currency 2025-05-11 23:50:18 +08:00
MaysWind a6d45f5009 show error message when cannot load transaction picture in desktop version 2025-05-11 21:11:22 +08:00
MaysWind 6e9f427182 modify text 2025-05-11 20:36:47 +08:00
MaysWind 62ad1749e8 code refactor 2025-05-11 15:16:49 +08:00
MaysWind 1d2002e92f only months can be selected in transaction calendar mode 2025-05-10 01:05:11 +08:00
MaysWind 56ba4d88f4 add transaction calendar for mobile version 2025-05-09 01:14:36 +08:00
MaysWind fbc8c5e8c7 modify style 2025-05-08 22:44:24 +08:00
MaysWind 8a65282820 set the calendar readonly when loading 2025-05-08 21:10:10 +08:00
MaysWind 0d8c5f3dbe code refactor 2025-05-07 00:37:37 +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 d3758ec02f no allow to change month via swiping 2025-05-07 00:11:30 +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 fca8211c4f fix the incorrect title of categories 2025-04-20 17:45:33 +08:00
MaysWind 44d4349f12 show currency in transaction edit dialog 2025-04-13 23:45:39 +08:00
MaysWind 0a5f8862ad allow pressing ESC or clicking outside to close add dialog when nothing is modified 2025-03-31 00:00:16 +08:00
MaysWind 6dfff84ab7 not allow to close dialog by clicking outside when user has modified something in dialog 2025-03-29 21:14:45 +08:00
MaysWind 91b6047f2e batch create nonexistent transaction tags when import transaction 2025-03-29 21:02:56 +08:00
MaysWind e5cf92f84e batch create nonexistent transaction categories when import transaction 2025-03-24 00:10:50 +08:00
MaysWind f9b7be2f74 add refresh button in batch replace dialog 2025-03-24 00:09:40 +08:00
MaysWind 66f7cc6f88 set amount format in import dialog 2025-03-24 00:09:12 +08:00
MaysWind af03597e86 move file 2025-03-23 15:09:22 +08:00
MaysWind ab4fc8faf5 modify method name 2025-03-23 14:59:06 +08:00
MaysWind fc2c5a8e6c modify method name 2025-03-23 14:55:17 +08:00
MaysWind a29ff0d553 show add transaction button in desktop navigation bar (#59) 2025-03-09 20:15:04 +08:00
MaysWind a8c912c4c2 modify text 2025-03-09 16:50:27 +08:00
MaysWind e83b959930 convert transaction type in import transaction dialog 2025-03-04 01:27:51 +08:00
MaysWind 9430f57a0b import transaction from custom delimiter-separated values file 2025-03-04 01:27:08 +08:00
MaysWind 377a4899b7 scheduled transaction supports start time and end time (#36) 2025-02-28 00:14:52 +08:00
MaysWind 85e88949c4 fix clientSessionId not regenerated when use duplicate in desktop version 2025-02-16 23:16:59 +08:00
MaysWind a0e3a269a0 fix the wrong display order of savings accounts and certificate of deposit accounts 2025-02-09 23:41:44 +08:00
MaysWind 1658d0758c support input page number in transaction list for desktop 2025-02-09 22:17:17 +08:00