Commit Graph

706 Commits

Author SHA1 Message Date
MaysWind 6da42686a9 add query accounts / transaction categories / transaction tags mcp handler 2025-07-06 20:02:42 +08:00
MaysWind 82b98eca95 code refactor 2025-07-06 20:02:09 +08:00
MaysWind a54275d307 fix missing text in description 2025-07-06 15:50:24 +08:00
MaysWind 8dce0f2d6a add mcp (Model Context Protocol) support 2025-07-06 03:02:19 +08:00
MaysWind 5400a1424c do not check third party response when run tests in ci pipeline 2025-07-02 22:17:25 +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 b37cde5a8c user feature restriction supports application settings syncing 2025-06-30 22:10:54 +08:00
MaysWind a68c45a923 fix typo 2025-06-30 21:42:59 +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 1eb997d2c0 code refactor 2025-06-28 20:23:44 +08:00
MaysWind e6d8cbcdd6 fix wrong localized item key and default setting in Portuguese (Brazil) 2025-06-22 18:06:31 +08:00
MaysWind a7554d884f modify language order 2025-06-22 17:54:19 +08:00
MaysWind 468a4b1bac update default localized setting 2025-06-22 17:16:48 +08:00
Gustavo Michels de Camargo c1e4cd4bf1 Adding Brazilian Portuguese translation to the frontend 2025-06-22 15:21:38 +08:00
Gustavo Michels de Camargo 4413f2c411 Adding Brazilian Portuguese translation to the backend 2025-06-22 15:21:38 +08:00
MaysWind b1349f57cd parse information to account owner data in mt940 file 2025-06-21 00:52:08 +08:00
MaysWind 4a6f7eb43c import transactions from mt940 file 2025-06-20 00:57:07 +08:00
MaysWind 8f0e6ba95a support two-digit years in the transaction date when importing QIF file 2025-06-20 00:56:57 +08:00
MaysWind e9c175d2af code refactor 2025-06-20 00:55:59 +08:00
MaysWind 5dc0e925c1 fill the first two digits for year based on the current year when importing a two-digit year 2025-06-19 22:39:27 +08:00
MaysWind 787eaad352 add comments 2025-06-18 23:39:24 +08:00
MaysWind 4bab8db7c0 code refactor 2025-06-18 23:27:37 +08:00
MaysWind 7127c5539a import transactions from camt.053 file 2025-06-18 00:53:37 +08:00
MaysWind 9090c5c223 set geo location data order when import transaction 2025-06-15 22:59:21 +08:00
MaysWind f9d8293fd2 code refactor 2025-06-09 23:53:36 +08:00
MaysWind 0c4b8f006a import robustness 2025-06-08 22:10:04 +08:00
MaysWind 0023454d9a set default fiscal year start date when user registers 2025-06-08 22:03:25 +08:00
MaysWind 51eb8fa377 code refactor 2025-06-08 21:44:02 +08:00
MaysWind ce4bca8272 code refactor 2025-06-08 02:47:00 +08:00
MaysWind 88864fd4f0 code refactor 2025-06-07 22:13:51 +08:00
MaysWind 10f2b39203 code refactor 2025-06-07 22:13:34 +08:00
MaysWind 6e1899c6ad format code 2025-06-07 22:13:16 +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 c4d20c539f code refactor 2025-05-24 23:27:09 +08:00
MaysWind d089eee133 ignore inline comment in configuration file (#140) 2025-05-24 22:27:49 +08:00
MaysWind 65a0e48988 fix repeated request error when submitting import transaction again after the first submission failed 2025-05-01 22:09:13 +08:00
MaysWind b1a928b990 update unit test 2025-05-01 13:54:10 +08:00
MaysWind b7973772b3 show process when importing a lot of transactions 2025-05-01 13:49:17 +08:00
MaysWind 20b65fd885 support event stream 2025-04-30 22:30:01 +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 c421038808 modify log 2025-04-29 23:17:45 +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 86c5b882c2 upgrade third party dependencies 2025-04-27 23:22:26 +08:00