Commit Graph

351 Commits

Author SHA1 Message Date
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
Herculino Trotta
aea149bd13 fix(transactions): recurring transactions not getting created 2025-04-13 12:47:01 -03:00
Herculino Trotta
7aedf524c6 feat(insights:category-overview): add bar chart with category totals
Closes #231
2025-04-13 03:45:22 -03:00
Herculino Trotta
3463c7c62c locale: add all supported languages by django as an available option 2025-04-13 00:58:57 -03:00
Herculino Trotta
4955fbde33 feat(demo): add dummy data 2025-04-01 01:05:28 -03:00
Herculino Trotta
d26907ea94 fix(common:fields:month_year): unable to load data with a date 2025-04-01 01:04:20 -03:00
Herculino Trotta
90323049eb fix(common:tasks): reset_demo_data not running via cron 2025-03-31 03:02:28 -03:00
Herculino Trotta
26b218ae51 feat(app): disable API when demo mode is enabled 2025-03-31 02:28:48 -03:00
Herculino Trotta
47d34f3c27 feat(app): add a demo mode 2025-03-31 02:14:00 -03:00
Herculino Trotta
046e02d506 feat(app): add environment variables to automatically create superuser on startup 2025-03-31 02:11:13 -03:00
Herculino Trotta
29aa1c9d2b fix(net-worth): non-used currencies showing up on charts 2025-03-23 01:34:53 -03:00
Herculino Trotta
62d58d1be3 fix(insights:category-explorer): category field not loading available categories correctly 2025-03-15 11:37:28 -03:00
Herculino Trotta
59acb14d05 fix(tools:currency-converter): currency list displaying oldest result instead of newest 2025-03-13 22:18:02 -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
17697dc565 fix(rules): unable to save 2025-03-09 01:26:42 -03:00
Herculino Trotta
d6fbb71f41 fix(api): re-order transactions from newest to oldest 2025-03-08 23:23:07 -03:00
Herculino Trotta
211963ea7d fix(api): unable to create transaction 2025-03-08 22:09:24 -03:00
Herculino Trotta
020dd74f80 feat: multi tenancy support 2025-03-08 12:03:17 -03:00
Herculino Trotta
7c042d9299 feat(insights): add Emergency Fund simulator 2025-03-04 02:42:07 -03:00
Herculino Trotta
5a93a907e1 fix(automatic-exchange-rates): unable to set 24 hour interval 2025-03-01 23:05:14 -03:00
Herculino Trotta
d3ea0e43da feat(automatic-exchange-rates): add Transitive rate provider 2025-03-01 22:58:33 -03:00
Herculino Trotta
c9b346b791 feat(automatic-exchange-rates): add Synth Finance Stock 2025-03-01 22:40:50 -03:00
Herculino Trotta
35027ee0ae feat(insights): add Categories Overview
Closes #94
2025-02-27 23:33:05 -03:00
Herculino Trotta
0f60f8d486 fix(rules): Update or Create Transaction rule unable to match againt dates and other types 2025-02-25 10:48:43 -03:00
Herculino Trotta
45d939237d locale(de): enable Deutsch 2025-02-24 16:33:14 -03:00
Herculino Trotta
ba75492dcc fix(insights:latest-transactions): order transactions from newest to oldest 2025-02-22 01:02:35 -03:00
Herculino Trotta
4d346dc278 feat(tools:currency-converter): show 1:1 rates for all available currencies 2025-02-20 23:48:08 -03:00
Herculino Trotta
6947c6affd feat(insights): add late and recent transactions 2025-02-19 23:07:28 -03:00
Herculino Trotta
b228e4ec26 fix(insights:category-explorer): wrong sums 2025-02-19 16:01:53 -03:00
Herculino Trotta
5c9db10710 fix(export): unable to import decimals 2025-02-19 15:44:18 -03:00
Herculino Trotta
6459f2eb46 fix(export): 403 when exporting 2025-02-19 14:02:31 -03:00
Herculino Trotta
ceefe7075f locale: update locales 2025-02-19 13:48:54 -03:00
Herculino Trotta
c89b07ed93 Merge branch 'main' into export 2025-02-19 13:41:04 -03:00