Commit Graph

268 Commits

Author SHA1 Message Date
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 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 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 78ba43480b support adding / deleting sub account after account created (#77) 2025-04-26 23:36:23 +08:00
MaysWind c7870a79e5 not set duplicate submission remark when not enabled 2025-04-26 22:05:18 +08:00
MaysWind 25e0c43c0b sort the source code by country name 2025-04-20 10:33:22 +08:00
Mykyta Lytvynenko 3a467d758e add National Bank of Ukraine exchange rates data source 2025-04-20 10:29:13 +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 f97cca6dcc update the latest supported currencies in exchange rates data from National Bank of Poland 2025-04-04 00:10:14 +08:00
MaysWind 91b6047f2e batch create nonexistent transaction tags when import transaction 2025-03-29 21:02:56 +08:00
MaysWind 66f7cc6f88 set amount format in import dialog 2025-03-24 00:09:12 +08:00
MaysWind 00f8b6d950 code refactor 2025-03-15 17:27:08 +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 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 bd2a672c12 do not set custom user agent for IMF exchange rate data source 2025-02-21 00:17:15 +08:00
MaysWind 96cb45dd45 trim redundant space 2025-02-21 00:11:29 +08:00
MaysWind 986fab9cbf modify struct name 2025-01-24 22:28:31 +08:00
MaysWind ea90e97f92 update unit test 2025-01-11 02:14:49 +08:00
MaysWind 563e328ce3 sub account cannot set statement date 2024-12-11 23:53:01 +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 e92725f38b add the Central Bank of the Republic of Uzbekistan exchange rates data source 2024-11-18 01:01:18 +08:00
MaysWind a4b26374f4 add Central Bank of Myanmar exchange rates data source 2024-11-17 22:07:53 +08:00
MaysWind dcac6a4bb0 add Central Bank of Hungary exchange rates data source 2024-11-17 21:29:57 +08:00
MaysWind dd6eecb0c2 add debug log 2024-11-17 21:27:22 +08:00
MaysWind 8f944b1b46 code refactor 2024-11-17 13:04:07 +08:00
MaysWind 69498003d8 add Bank of Russia exchange rates data source 2024-11-17 01:31:25 +08:00
MaysWind ca44b2cc2c add exchange rates api unit tests 2024-11-17 00:23:49 +08:00
MaysWind 65a92042d6 increase the request timeout in frontend if the timeout of requesting third-party exchange rates api exceeds the default time 2024-11-16 21:13:37 +08:00
MaysWind 89bd055f02 add logs 2024-11-15 00:40:14 +08:00
MaysWind 835b3b7b8b not need balance time field in parent account 2024-11-15 00:34:46 +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 f6dd4c03c3 support custom tips in login page 2024-11-10 20:50:03 +08:00
MaysWind f87fbddef7 code refactor 2024-11-10 17:54:32 +08:00
MaysWind 34b0b793ba support default feature restrictions after user registration 2024-11-10 15:24:09 +08:00
MaysWind 1f159bf826 support user features restrictions 2024-11-10 01:44:58 +08:00
MaysWind 90ea462206 code refactor 2024-10-30 01:05:04 +08:00
MaysWind a1b7c8ad1d check whether amount is less than 0 for transfer transaction 2024-10-29 00:50:37 +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 220f9f15e5 modify the name of debit card to checking account, add savings account and certificate of deposit 2024-09-20 00:00:19 +08:00