5cb7eca340
add outflows / inflows / net cash flow in statistics & analysis
2025-10-27 00:52:41 +08:00
a42c5fa988
fix new users could not be automatically created when signing in via oauth 2.0
2025-10-21 23:59:18 +08:00
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
53a8ad71c6
support Nextcloud OAuth 2.0 authentication
2025-10-21 01:52:28 +08:00
2cb47bfd75
move all transactions from one account to another account ( #288 )
2025-10-11 01:12:33 +08:00
245fdd78e4
clear all transactions of specified account ( #228 )
2025-09-22 00:26:59 +08:00
d947164eb6
add unit test
2025-09-20 21:34:13 +08:00
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
05b5cab12b
fix the add_transaction mcp tool set wrong categories from the wrong category type
2025-09-20 21:19:41 +08:00
a82fdd4946
add unit tests
2025-09-20 21:08:42 +08:00
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
ce9378c43f
support filtering accounts and transaction categories for overview in home page ( #209 )
2025-09-07 13:57:07 +08:00
a469d66358
calendar display type supports Gregorian with Persian, date display type supports Persian calendar
2025-09-06 23:34:29 +08:00
8368b02be8
calendar display type supports Gregorian with Chinese
2025-09-06 01:06:31 +08:00
a71be1bf05
fix cannot delete accounts / transaction categories and tags when using postgres db ( #218 )
2025-09-01 22:44:34 +08:00
8154bd712b
check if the accounts, categories, and tags used exist when creating a transaction template
2025-08-30 01:22:40 +08:00
411130db4e
support calendar display type (Gregorian and Buddhist)
2025-08-28 00:31:59 +08:00
c099443783
support date display type (Gregorian and Buddhist)
2025-08-27 00:58:22 +08:00
01aeb945ff
check whether transaction template uses specified accounts / categories / tags when deleting them
2025-08-24 01:29:26 +08:00
06a0501633
append error message to log
2025-08-22 21:48:35 +08:00
781c2d9044
retry up to 3 times when update user cloud settings
2025-08-22 00:08:08 +08:00
f2d0fe407b
support deleting all transactions ( #202 )
2025-08-21 00:01:25 +08:00
cd4d230d29
support changing numeral system
2025-08-17 01:55:19 +08:00
274aa6a17c
digit grouping type supports Indian Number Grouping
2025-08-16 00:20:12 +08:00
f3d240442b
modify balance modification transaction
2025-08-10 17:00:08 +08:00
7283b724b1
add candlestick chart for account balance trends
2025-08-05 23:29:49 +08:00
84523d8b8a
code refactor
2025-08-04 20:54:10 +08:00
cad53d0bfc
use the request context
2025-08-02 00:10:12 +08:00
ca0fb9446b
total inflows and outflows in reconciliation statement includes the amount of the balance modification transaction
2025-07-29 00:01:38 +08:00
d385358aa3
code refactor
2025-07-24 23:58:24 +08:00
d6ee8a416f
code refactor
2025-07-24 23:57:49 +08:00
ea17994c6c
show opening / closing balance in reconciliation statement dialog
2025-07-22 01:04:29 +08:00
515b9af61a
add reconciliation statement in desktop version
2025-07-21 00:40:02 +08:00
01aa2cf0a4
filter transaction description keywords in statistics & analysis page
2025-07-08 00:31:50 +08:00
0140fc7622
add a special token type for MCP
2025-07-07 01:20:38 +08:00
5a1b649011
add transaction mcp handler
2025-07-06 22:03:26 +08:00
2e1a9362fc
export transaction data based on the conditions on the transaction list page ( #55 )
2025-07-01 00:01:29 +08:00
53aa4ff390
code refactor
2025-06-30 22:58:17 +08:00
3c100b2543
code refactor
2025-06-30 22:42:18 +08:00
a68c45a923
fix typo
2025-06-30 21:42:59 +08:00
90e862fbb1
sync application settings
2025-06-29 20:25:21 +08:00
88864fd4f0
code refactor
2025-06-07 22:13:51 +08:00
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
626d3895aa
allow users to set coordinate display type ( #141 )
2025-05-27 01:01:55 +08:00
817291c9a7
support user custom exchange rates data
2025-05-26 00:47:19 +08:00
b7973772b3
show process when importing a lot of transactions
2025-05-01 13:49:17 +08:00
850fbffdde
improve performance
2025-04-30 00:07:27 +08:00
0af5b194fc
add logs
2025-04-30 00:00:32 +08:00
68c078038a
not map to parent accounts, hidden accounts, and hidden categories when importing transactions
2025-04-28 00:06:59 +08:00
78ba43480b
support adding / deleting sub account after account created ( #77 )
2025-04-26 23:36:23 +08:00
MaysWind