5d88287ae2
create transactions from AI receipt image recognition results
2025-09-21 04:00:57 +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
019689087d
code refactor
2025-09-19 23:40:37 +08:00
ce9378c43f
support filtering accounts and transaction categories for overview in home page ( #209 )
2025-09-07 13:57:07 +08:00
c099443783
support date display type (Gregorian and Buddhist)
2025-08-27 00:58:22 +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
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
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
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
773f808a35
update token last seen time when call mcp initialize api
2025-07-07 22:38:50 +08:00
07477eb5f8
hide generate mcp token when mcp is not enabled
2025-07-07 22:28:00 +08:00
5cb129311a
feature restriction supports mcp
2025-07-07 01:21:09 +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
82b98eca95
code refactor
2025-07-06 20:02:09 +08:00
8dce0f2d6a
add mcp (Model Context Protocol) support
2025-07-06 03:02:19 +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
b37cde5a8c
user feature restriction supports application settings syncing
2025-06-30 22:10:54 +08:00
96b7c69283
add refresh browser cache when client version not match server version
2025-06-30 00:39:28 +08:00
90e862fbb1
sync application settings
2025-06-29 20:25:21 +08:00
1eb997d2c0
code refactor
2025-06-28 20:23:44 +08:00
9090c5c223
set geo location data order when import transaction
2025-06-15 22:59:21 +08:00
0023454d9a
set default fiscal year start date when user registers
2025-06-08 22:03:25 +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
c4d20c539f
code refactor
2025-05-24 23:27:09 +08:00
65a0e48988
fix repeated request error when submitting import transaction again after the first submission failed
2025-05-01 22:09:13 +08:00
b1a928b990
update unit test
2025-05-01 13:54:10 +08:00
b7973772b3
show process when importing a lot of transactions
2025-05-01 13:49:17 +08:00
c421038808
modify log
2025-04-29 23:17:45 +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
c7870a79e5
not set duplicate submission remark when not enabled
2025-04-26 22:05:18 +08:00
25e0c43c0b
sort the source code by country name
2025-04-20 10:33:22 +08:00
3a467d758e
add National Bank of Ukraine exchange rates data source
2025-04-20 10:29:13 +08:00
fd1242490f
code refactor
2025-04-19 00:04:04 +08:00
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
df31be61e8
support hiding/unhiding/deleting sub-account in account list page
2025-04-13 23:36:37 +08:00
f97cca6dcc
update the latest supported currencies in exchange rates data from National Bank of Poland
2025-04-04 00:10:14 +08:00
91b6047f2e
batch create nonexistent transaction tags when import transaction
2025-03-29 21:02:56 +08:00
66f7cc6f88
set amount format in import dialog
2025-03-24 00:09:12 +08:00
MaysWind