Commit Graph

277 Commits

Author SHA1 Message Date
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
MaysWind 626d3895aa allow users to set coordinate display type (#141) 2025-05-27 01:01:55 +08:00
MaysWind 817291c9a7 support user custom exchange rates data 2025-05-26 00:47:19 +08:00
MaysWind b7973772b3 show process when importing a lot of transactions 2025-05-01 13:49:17 +08:00
MaysWind 850fbffdde improve performance 2025-04-30 00:07:27 +08:00
MaysWind 0af5b194fc add logs 2025-04-30 00:00:32 +08:00
MaysWind 68c078038a not map to parent accounts, hidden accounts, and hidden categories when importing transactions 2025-04-28 00:06:59 +08:00
MaysWind 78ba43480b support adding / deleting sub account after account created (#77) 2025-04-26 23:36:23 +08:00
MaysWind 0f6b61ce6c improve performance 2025-04-26 22:55:51 +08:00
MaysWind 9182e8f2ef code refactor 2025-04-26 22:12:51 +08:00
MaysWind fd1242490f code refactor 2025-04-19 00:04:04 +08:00
MaysWind 1ac633bdd7 use the sub-category according to the primary category name if there are duplicated sub-category names when importing transactions (#119) 2025-04-18 23:33:07 +08:00
MaysWind df31be61e8 support hiding/unhiding/deleting sub-account in account list page 2025-04-13 23:36:37 +08:00
MaysWind 91b6047f2e batch create nonexistent transaction tags when import transaction 2025-03-29 21:02:56 +08:00
MaysWind d78dada5ec fix cannot filter transfer in transaction with transaction tags (#82) 2025-03-09 23:40:27 +08:00
MaysWind 74844b9a99 limit the maximum count of password / token check failures per IP/user per minute (#33) 2025-03-09 23:38:54 +08:00
MaysWind 377a4899b7 scheduled transaction supports start time and end time (#36) 2025-02-28 00:14:52 +08:00
MaysWind a9a37b0c97 fix the Postgres database transaction cannot continue to execute after failure (#50) 2025-02-17 00:32:53 +08:00
MaysWind 8f55bd0df1 add log 2025-02-17 00:01:24 +08:00
MaysWind 0f8431ff5c remove space decimal separator 2025-01-12 15:29:26 +08:00
MaysWind 62e09190f3 credit card account supports statement date 2024-12-10 22:41:06 +08:00
MaysWind db94282207 statistics analysis supports filtering tags 2024-12-08 18:00:46 +08:00
MaysWind dd35a85316 support transaction tag filter type 2024-12-08 00:43:29 +08:00
MaysWind bff6ca7e9d support setting the time of the initial balance when creating a new account 2024-11-11 01:27:44 +08:00
MaysWind 06b4960984 fix the failure of creating account with initial balance sometimes 2024-11-11 00:35:33 +08:00
MaysWind aa2e10440d support modifying user feature restriction by cli 2024-11-10 15:48:32 +08:00
MaysWind b8253b6dcc create user token via cli 2024-11-09 23:43:28 +08:00
MaysWind 90ea462206 code refactor 2024-10-30 01:05:04 +08:00
MaysWind c8ff60d986 fix account balance calculation error after modify the amount of balance modification transaction 2024-10-09 01:36:36 +08:00
MaysWind e5cd8ffa61 not allow to add transaction before balance modification transaction and not allow to modify transaction time for balance modification transaction 2024-10-09 01:35:48 +08:00
MaysWind a49490baa7 support categories with the same name but different types when import transaction 2024-09-24 01:02:05 +08:00
MaysWind e1ac3732bd improve performance 2024-09-10 00:37:22 +08:00
MaysWind 70beb45c4e add logs 2024-09-10 00:23:31 +08:00
MaysWind 698c0a62a2 support import transaction tags 2024-09-10 00:16:06 +08:00
MaysWind ee52db3f7c make tags of exported transaction data in the same order as they displayed in transaction 2024-09-09 01:34:38 +08:00
MaysWind dbb1843285 code refactor 2024-09-02 23:37:33 +08:00
MaysWind dfe1b853d1 code refactor 2024-09-02 23:36:54 +08:00
MaysWind c7e4d4eaae add log 2024-09-02 23:31:43 +08:00
MaysWind 7c59e8386e support importing transaction by csv/tsv file via command line 2024-09-02 01:40:04 +08:00
MaysWind 7fbfa71434 support transaction pictures 2024-09-01 00:30:56 +08:00
MaysWind ae46cd2332 fix other transactions could not be created with the same transaction time of the deleted transaction 2024-08-31 15:40:22 +08:00