Commit Graph

386 Commits

Author SHA1 Message Date
Herculino Trotta
e096912e41 feat(insights:category-overview): display entities on table 2025-08-16 17:36:19 -03:00
Herculino Trotta
0c63552d1b feat: add today button to MonthYearPicker 2025-08-15 22:54:04 -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
65c61f76ff feat(locale): add space-dot and space-comma number formatting options, where the thousand separator is a space 2025-08-10 12:34:29 -03:00
Herculino Trotta
66a5e6d613 fix(locale): get_format doesn't override number formatting if use_l10n is None 2025-08-10 12:23:41 -03:00
Herculino Trotta
20c6989ffb fix(insights:emergency-fund): hide untracked accounts 2025-08-09 03:45:16 -03:00
Herculino Trotta
c6cd525c49 fix(insights): display untracked accounts on sankey by account 2025-08-09 03:42:21 -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
google-labs-jules[bot]
7f8261b9cc refactor: Style transaction items for untracked accounts
This commit extends the "Untrack Account" feature by applying a special style to transaction items that belong to an untracked account.

- The transaction item template is modified to apply a "dimmed" style to transactions from untracked accounts.
- The styling follows the precedence: Account (untracked) > Category (muted) > Transaction (hidden).
- The dropdown menu for transaction items now shows "Controlled by account" if the transaction's account is untracked.
2025-08-09 05:47:18 +00:00
Herculino Trotta
ed65945d19 feat(automatic-exchange-rates): rename automatic field 2025-08-07 23:39:21 -03:00
Herculino Trotta
d2e5c1d6b3 feat(transactions:recurring): try to create transactions on update 2025-08-07 23:35:57 -03:00
Herculino Trotta
540235c1b0 feat(automatic-exchange-rates): add "Single exchange rate" where only one exchange rate is added and updated to avoid db clutter 2025-08-07 23:25:51 -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
31cf62e277 style(login): make login button take full width as open id login 2025-08-07 12:02:41 -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
368342853f refactor(yearly): convert into a single page instead of two 2025-08-06 11:44:36 -03:00
Herculino Trotta
9ef8fdec49 refactor(networth): convert into a single page instead of two 2025-08-06 11:43:49 -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
569d08711c feat(sharing): add action for turning shareable objects into public or private on Django Admin 2025-07-27 23:17:14 -03:00
Herculino Trotta
76822224a0 feat: check and notify users of new versions
checks are done against github's API with one request every 12 hours
2025-07-27 01:28:27 -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
0832ec75ca fix: visual bug when backspacing on the "amount" field 2025-07-09 20:24:27 -03:00
Herculino Trotta
60d367dec5 feat: allow loading any available datepicker languages
instead of a pre-configured list
2025-06-29 14:40:41 -03:00
Herculino Trotta
b27633a28e fix: broken distribution chart when number format is set to dot-comma 2025-06-29 01:31:43 -03:00
Herculino Trotta
e86e0b8c08 feat: add sounds volume control to user settings 2025-06-29 00:21:32 -03:00
Herculino Trotta
756de12835 feat: creating a quick transaction triggers the proper rule 2025-06-28 00:04:45 -03:00
Herculino Trotta
1f2902eea9 Merge branch 'main' into feat/oidc-integration 2025-06-20 02:03:48 -03:00
Herculino Trotta
d3b354e2b8 feat: add quick transactions 2025-06-20 02:01:09 -03:00
Herculino Trotta
c8d316857f feat: changes 2025-06-16 21:33:59 -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
46eb471a34 fix(api:transactions): wrong schema definition for TransactionCategory 2025-05-11 12:46:30 -03:00
Herculino Trotta
6dc14c73d6 fix(api:accounts): unable to create an account with an account group
Fixes #253
2025-05-11 12:41:26 -03:00
Herculino Trotta
281a0fccda fix: prevent SharedObjects from being shared with their owner
#247
2025-04-27 16:07:54 -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
5d64665ddd fix(accounts): unable to share some accounts; wrong url getting used 2025-04-21 14:33:11 -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
812abbe488 feat(insights:category-overview): pick between Projected/Current/Final totals 2025-04-19 12:16:21 -03:00
Herculino Trotta
55ad2be08b feat(insights:category-overview): display tags breakdown alongside categories 2025-04-19 02:36:38 -03:00
Herculino Trotta
2eadfe99a5 feat(insights:category-overview): select if you want to view table or bar charts, defaults to table 2025-04-19 00:00:31 -03:00
Herculino Trotta
6cac02e01f fix(users): disables profile editing on demo mode 2025-04-18 15:04:58 -03:00
Herculino Trotta
d807bd5da3 feat: user management screen; allow users to edit their profile 2025-04-13 19:00:25 -03:00
Herculino Trotta
86f0c4365e feat(transactions): add transaction owner to recurring and installments 2025-04-13 12:48:18 -03:00