Commit Graph

183 Commits

Author SHA1 Message Date
MaysWind c75fdfea1c support custom script to process delimiter-separated values (data) file / data 2025-09-15 00:21:14 +08:00
MaysWind ce9378c43f support filtering accounts and transaction categories for overview in home page (#209) 2025-09-07 13:57:07 +08:00
MaysWind a469d66358 calendar display type supports Gregorian with Persian, date display type supports Persian calendar 2025-09-06 23:34:29 +08:00
MaysWind 8368b02be8 calendar display type supports Gregorian with Chinese 2025-09-06 01:06:31 +08:00
MaysWind 411130db4e support calendar display type (Gregorian and Buddhist) 2025-08-28 00:31:59 +08:00
MaysWind c099443783 support date display type (Gregorian and Buddhist) 2025-08-27 00:58:22 +08:00
MaysWind cd4d230d29 support changing numeral system 2025-08-17 01:55:19 +08:00
MaysWind 274aa6a17c digit grouping type supports Indian Number Grouping 2025-08-16 00:20:12 +08:00
MaysWind 7283b724b1 add candlestick chart for account balance trends 2025-08-05 23:29:49 +08:00
MaysWind ca0fb9446b total inflows and outflows in reconciliation statement includes the amount of the balance modification transaction 2025-07-29 00:01:38 +08:00
MaysWind ea17994c6c show opening / closing balance in reconciliation statement dialog 2025-07-22 01:04:29 +08:00
MaysWind 515b9af61a add reconciliation statement in desktop version 2025-07-21 00:40:02 +08:00
MaysWind 01aa2cf0a4 filter transaction description keywords in statistics & analysis page 2025-07-08 00:31:50 +08:00
MaysWind 6215f489f2 code refactor 2025-07-07 01:20:55 +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 3c100b2543 code refactor 2025-06-30 22:42:18 +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 0c4b8f006a import robustness 2025-06-08 22:10:04 +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 b7973772b3 show process when importing a lot of transactions 2025-05-01 13:49:17 +08:00
MaysWind 78ba43480b support adding / deleting sub account after account created (#77) 2025-04-26 23:36:23 +08:00
MaysWind fd1242490f code refactor 2025-04-19 00:04:04 +08:00
MaysWind 91b6047f2e batch create nonexistent transaction tags when import transaction 2025-03-29 21:02:56 +08:00
MaysWind 377a4899b7 scheduled transaction supports start time and end time (#36) 2025-02-28 00:14:52 +08:00
MaysWind 986fab9cbf modify struct name 2025-01-24 22:28:31 +08:00
MaysWind 3567ac170a set name column length to 64 2025-01-17 22:02:33 +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 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 6292ef9dfb add unit tests 2024-11-10 21:35:31 +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 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 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
MaysWind 03f3e039e0 add more conditions for sorting of ImportTransaction 2024-09-17 19:40:08 +08:00
MaysWind 9f0e82446e update comments 2024-09-17 09:48:01 +08:00
MaysWind 5a31118c96 code refactor 2024-09-11 23:51:47 +08:00
MaysWind 698c0a62a2 support import transaction tags 2024-09-10 00:16:06 +08:00
MaysWind 470a74f420 support importing transaction in frontend 2024-09-09 01:34:14 +08:00
MaysWind 1d43eda9b7 add unit test 2024-09-03 00:16:41 +08:00
MaysWind dbb1843285 code refactor 2024-09-02 23:37:33 +08:00