Jay Hemnani
6a289327b6
fix(transactions): keep a recurrence on its day after a short month
...
A monthly recurrence on the 31st clamped to Feb 28 and stayed on the
28th for every later month.
2026-11-10 03:51:15 +05:30
Herculino Trotta
2cd9238b18
feat(transactions): link an existing expense and income as a transfer
...
Adds Transaction.link_transfer() and transfer_link_error(). Only the link changes: dates, amounts and rules are left alone.
2026-11-05 00:14:41 -03:00
Herculino Trotta
3716b9b0e3
feat(transactions): link transfer sides and show them as a single item
...
Transfers are still two transactions, now linked to each other:
- shown as one item in lists, with each side's amount, account,
category and tags ("Combine transfers" user setting, on by default)
- date, reference date, paid and mute stay in sync between sides
- edit opens the transfer form; delete, restore, duplicate and bulk
actions act on both sides
- transfers made by the transfer form now trigger rules for each side
Recurring and quick transactions gain a Transfer type, with a "To
account" and optional "To amount", generating linked transfers. A
transfer can be converted into either.
Existing transfers are left as they are, since there is no reliable
way to pair them.
2026-11-02 01:14:46 -03:00
Herculino Trotta
35ef1dd716
fix(transactions): apply the form amount to a paid transaction converted into a recurring transaction
2026-10-12 02:41:14 -03:00
Herculino Trotta
cd6069f857
feat(transactions): let new recurring transactions and installment plans adopt an existing transaction
2026-10-09 23:25:19 -03:00
Herculino Trotta
9e135560fe
feat(transactions): add filter preset model
2026-08-16 01:40:03 -03:00
obervinov
11a6b3faa6
fix(transactions): recurring tags and entities dropped when generated for another user
2026-08-12 22:33:01 +04:00
Herculino Trotta
6a19381672
feat(transactions): add attachments
2026-06-06 04:33:06 -03:00
Herculino Trotta
dd6a390e6b
fix(transactions): empty internal_id raises duplicate error when editing via django admin
2026-01-09 23:25:13 -03:00
Herculino Trotta
edcad37926
fix: recurring transactions not adding entities or tags to created transactions
2025-12-19 23:55:30 -03:00
Herculino Trotta
49f28834e9
fix: unable to create transactions with an empty reference date when importing
...
fixes #410
2025-11-26 16:39:51 -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
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
5b6c123fa1
refactor: properly name shareable objects generic fields
2025-07-27 23:19:39 -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
d3b354e2b8
feat: add quick transactions
2025-06-20 02:01:09 -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
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
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
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
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
0a3e47819a
feat: add trash can to see deleted transactions
2025-02-01 11:12:43 -03:00
Herculino Trotta
f1bc04756f
fix: cleanup_deleted_transactions task couldn't trigger
2025-01-27 21:33:46 -03:00
Herculino Trotta
e3d3a7cf91
feat: add new envs
2025-01-23 14:30:59 -03:00
Herculino Trotta
00b8727664
feat(transactions): add internal_id field to transactions
2025-01-22 10:43:18 -03:00
Herculino Trotta
a52f682c4f
feat(transactions): soft delete
2025-01-22 10:43:17 -03:00
Herculino Trotta
493bf268bb
feat: rename app, some work on schema
2025-01-22 10:43:17 -03:00
Herculino Trotta
2b6a73af18
feat(transactions): make description optional
2025-01-14 10:04:46 -03:00
Herculino Trotta
afe366c359
feat(installment-plan): don't update paid transactions amount
2025-01-11 13:35:52 -03:00
Herculino Trotta
b951e5f069
feat(recurring-transaction): update unpaid transactions info when recurring transaction is updated
2025-01-11 13:34:49 -03:00
Herculino Trotta
3c0a2d82ac
feat: allow for deactivating Tags, Categories and Entities, hiding them from menus
2025-01-04 18:13:11 -03:00
Herculino Trotta
786a80f372
fix(transactions): wrong field name when generating upcoming transactions
2024-12-15 10:07:04 -03:00
Herculino Trotta
2382abf3c0
feat: add Transaction Entity
2024-11-30 17:12:35 -03:00
Herculino Trotta
ee7c8c54ca
feat: add categories and allow to finish a recurring transaction
2024-11-05 00:03:36 -03:00
Herculino Trotta
1c77774867
feat(migrations): add related field name to transaction x account relationship
2024-11-02 01:29:36 -03:00
Herculino Trotta
4420560c9c
fix: refreshing installment plan don't update notes
2024-10-28 01:26:34 -03:00
Herculino Trotta
0e0ec93b7f
feat: add notes to Tranfer, Recurring and Installment
2024-10-24 14:48:44 -03:00
Herculino Trotta
1909184d55
feat(api): make category and tags create or get
2024-10-19 20:43:05 -03:00
Herculino Trotta
8c3dea074f
feat: changes to Recurring and InstallmentPlan
2024-10-18 19:03:54 -03:00
Herculino Trotta
8e3f398016
feat: add paused status to RecurringTransaction
2024-10-18 19:03:05 -03:00
Herculino Trotta
a18e2ab58a
feat: add recurring transactions
2024-10-17 00:38:12 -03:00
Jay Hemnani
Herculino Trotta
obervinov
Herculino Trotta