Commit Graph

157 Commits

Author SHA1 Message Date
Herculino Trotta
af72e3f44e fix(quick_transactions): ignore internal_id 2025-11-22 00:44:57 -03:00
Herculino Trotta
0b0d760bab feat: guess what, more changes 2025-11-11 20:21:01 -03:00
Herculino Trotta
7e37948616 feat: more changes and fixes 2025-11-09 15:31:50 -03:00
Herculino Trotta
cd54df6f2d feat: more changes and fixes 2025-11-08 14:06:01 -03:00
Herculino Trotta
a878af28f1 feat: more changes and fixes 2025-11-05 13:09:31 -03:00
Herculino Trotta
89b2d0118d feat: another batch of fixes 2025-11-02 03:03:22 -03:00
Herculino Trotta
a63367a772 feat: first batch of work 2025-11-01 03:15:44 -03:00
Herculino Trotta
637c62319b feat(transactions): Try to convert amount to the expected Decimal if it is a str, int or float 2025-09-14 01:23:49 -03:00
Herculino Trotta
2235bdeabb changes 2025-09-02 23:17:04 -03:00
Herculino Trotta
d724300513 changes 2025-09-02 15:54:45 -03:00
Herculino Trotta
c738f5ee29 changes 2025-09-02 09:47:27 -03:00
Herculino Trotta
72904266bf feat(rules): add optional rules ordering 2025-08-31 09:06:48 -03:00
Herculino Trotta
4565dc770b fix(transactions:quick-transactions): error when saving due to wrong field definition 2025-08-27 23:16:06 -03:00
Herculino Trotta
37f4ead058 feat(transactions): filter for unset category/tag/entity
implements #327
2025-08-15 12:29:32 -03:00
Herculino Trotta
55c4b920ee feat(accounts): add option for untracking accounts on a per user basis 2025-08-09 03:35:39 -03:00
Herculino Trotta
d2e5c1d6b3 feat(transactions:recurring): try to create transactions on update 2025-08-07 23:35:57 -03:00
Herculino Trotta
2f33b5989f feat(transactions): add menu itens for quickly changing transaction date 2025-08-07 15:30:42 -03:00
Herculino Trotta
a544dc4943 feat(tasks:check_for_updates): add env variable to disable checking 2025-08-06 16:58:58 -03:00
Herculino Trotta
9353d498ef Merge pull request #313
feat(transactions:recurring): allow to set how many future instances of a recurring transaction to create in advance
2025-08-06 13:20:58 -03:00
Herculino Trotta
4f6903e8e4 feat(transactions:recurring): Allow to set how many future instances of a recurring transaction to create in advance 2025-08-06 13:13:59 -03:00
Herculino Trotta
2cdcc4ee26 fix: bulk delete not working 2025-08-06 11:41:57 -03:00
Herculino Trotta
5b6c123fa1 refactor: properly name shareable objects generic fields 2025-07-27 23:19:39 -03:00
Herculino Trotta
8db885f47d feat: add quick transactions to django admin and properly name it
+ fix some wrongly assigned admin instances
2025-07-27 23:18:42 -03:00
Herculino Trotta
c2510b2261 feat: allow to select if transfer transactions are muted or not on creation 2025-07-21 10:15:02 -03:00
Herculino Trotta
5412e5b12c feat: improve ordering when searching existing transactions on DCA creation 2025-07-20 00:24:31 -03:00
Herculino Trotta
d8234950c6 feat: quickly add an existing transaction as a model for quick transactions
Use the dropdown menu on a transaction
2025-07-19 16:22:50 -03:00
Herculino Trotta
ef5f3580a0 feat: allow single transactions to be hidden from summaries
Control is done via the dropdown menu on a transaction item
Transfers are hidden by default

fix #274
2025-07-19 16:19:11 -03:00
Herculino Trotta
756de12835 feat: creating a quick transaction triggers the proper rule 2025-06-28 00:04:45 -03:00
Herculino Trotta
d3b354e2b8 feat: add quick transactions 2025-06-20 02:01:09 -03:00
Herculino Trotta
1213ffebeb feat(transactions:calculations): add deep_search param to return consolidated amounts for currencies without transactions / sort results by their final total 2025-05-12 20:43:47 -03:00
Herculino Trotta
59ce50299a fix(transactions): duplicate totals when account is shared with owner or owner-less and shared
#247
2025-04-27 15:57:55 -03:00
Herculino Trotta
d9c505ac79 fix(transactions): save and add similar not initializing dates properly
Fixes #248
2025-04-21 15:44:42 -03:00
Herculino Trotta
4b7ca61c29 feat(transactions): add another transaction (or a similar one) right after adding one 2025-04-20 15:55:50 -03:00
Herculino Trotta
86f0c4365e feat(transactions): add transaction owner to recurring and installments 2025-04-13 12:48:18 -03:00
Herculino Trotta
aea149bd13 fix(transactions): recurring transactions not getting created 2025-04-13 12:47:01 -03:00
Herculino Trotta
73e8fdbf04 feat: alphabetically order most models by default
#207
2025-03-09 18:55:29 -03:00
Herculino Trotta
cf693aa0c3 fix(transactions:transfer): remove required description field
#209
2025-03-09 17:54:16 -03:00
Herculino Trotta
3809f82b60 feat(transactions): add option for removing Recurring/Installment descriptions and notes from generated transactions
#209
2025-03-09 17:50:27 -03:00
Herculino Trotta
f6f06f4d65 feat(rules): trigger transaction rules on delete 2025-03-09 01:54:03 -03:00
Herculino Trotta
020dd74f80 feat: multi tenancy support 2025-03-08 12:03:17 -03:00
Herculino Trotta
d433375522 feat(datepicker): disable input and fix toggling dates 2025-02-17 21:36:11 -03:00
Herculino Trotta
195a8a68d6 feat: insight page 2025-02-16 00:14:23 -03:00
Herculino Trotta
865618e054 feat(dca): link transactions to DCA 2025-02-15 00:41:06 -03:00
Herculino Trotta
f3bcef534e feat(internal): trigger rules on bulk actions 2025-02-14 00:34:51 -03:00
Herculino Trotta
546ed5c6af fix(transactions): bulk (un)paying transactions doesn't trigger update rules 2025-02-09 23:38:22 -03:00
Herculino Trotta
04ae7337f5 fix(transactions): paying transaction doesn't trigger update rules 2025-02-09 23:33:57 -03:00
Herculino Trotta
852ffd5634 feat: cleanup and format logs 2025-02-07 11:31:14 -03:00
Herculino Trotta
80edf557cb fix(transactions): transaction convert value doesn't take into account currency's exchange currency
account takes precedence
2025-02-03 00:30:26 -03:00
Herculino Trotta
9705441e2d feat: indicate what paid/project button means
Closes #122
2025-02-01 19:06:04 -03:00
Herculino Trotta
0a3e47819a feat: add trash can to see deleted transactions 2025-02-01 11:12:43 -03:00