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moneygo
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343 Commits

Author SHA1 Message Date
Aaron Lindsay 1a72568ebd scripts/gen_security_list.py: Support python 2 
This is to address issue #1
 2017-06-16 06:24:14 -04:00
Aaron Lindsay d03eef3035 AmountInput: Actually initialize state 
This has been broken since the switch to ES6 classes
 2017-06-11 06:44:59 -04:00
Aaron Lindsay a4b99381d3 imports: Don't re-import the same transaction from the same place 
This is detected using the RemoteId field on Splits

While we're at it, also make gnucash import check numbers
 2017-06-10 15:22:13 -04:00
Aaron Lindsay 8cb222a107 Re-fetch securities on successful import 2017-06-10 14:38:40 -04:00
Aaron Lindsay c4268ddfc8 Clean up some more problems after switching to using classes 2017-06-10 13:37:13 -04:00
Aaron Lindsay 905e30d87b Move RemoteId from transactions to splits 
This is the more sensible location for it, since we import things on a
per-account basis - so there can be more than one remote ID associated
with a transaction, and the splits are the per-account portion of
transactions anyway.
 2017-06-09 05:37:42 -04:00
Aaron Lindsay 2deaf8ccb5 AccountCombobox: Fixup defaultProps the right way for ES6 2017-06-08 05:49:58 -04:00
Aaron Lindsay 7817e6f08e Enable ES2015 translation 2017-06-07 21:08:39 -04:00
Aaron Lindsay 2699d7b6c3 PieChart: Fix warning about invalid SVG rotation transformation 2017-06-07 19:16:13 -04:00
Aaron Lindsay a08131b1ba Use ES6 classes instead of React.createClass and editing prototypes 2017-06-07 19:12:53 -04:00
Aaron Lindsay 29614c38c7 Update README 2017-06-05 21:08:13 -04:00
Aaron Lindsay 40e5be0219 Make OFX the default import type 2017-06-05 21:01:04 -04:00
Aaron Lindsay 4c1b917e05 Update README 2017-06-05 20:41:50 -04:00
Aaron Lindsay f29a038c85 Switch README to Markdown 2017-06-05 20:24:55 -04:00
Aaron Lindsay ecf271732e OFX imports: Remove restriction about account types 
...but still update imported Credit Card account type to Liability
 2017-06-05 20:14:42 -04:00
Aaron Lindsay 0095015053 Update which quarter it is for fetching SEC PDF 2017-06-04 21:21:55 -04:00
Aaron Lindsay 3c49e9424d Don't disable BankID if Investment account 2017-06-04 21:21:25 -04:00
Aaron Lindsay d2ebe7b399 ofx import: Disable BankID field when importing as Credit Card 2017-06-04 20:37:45 -04:00
Aaron Lindsay fb59f9b3c5 Add direct OFX imports 2017-06-04 20:30:29 -04:00
Aaron Lindsay bf284dc591 Add OFX fields to backend and UI 2017-05-31 21:04:01 -04:00
Aaron Lindsay 618ce0554b Update Javascript package versions 2017-05-31 20:47:48 -04:00
Aaron Lindsay b37a20536f Move 'status' from transactions to splits 
This allows for a transaction to clear one account before the other (and
mirrors how Gnucash, and I suspect most other pieces of software, do it)
 2017-05-31 08:23:19 -04:00
Aaron Lindsay 11c7f199c4 Don't delete splits when updating them 2017-05-31 08:18:21 -04:00
Aaron Lindsay 8855107e52 Simplify security editing UI 2017-05-28 21:19:19 -04:00
Aaron Lindsay 616208a35c AccountCombobox: Filter if text contains entered string 
The previous behavior was only if prefixed by it
 2017-05-28 21:17:08 -04:00
Aaron Lindsay f9a4d0a99a Don't clear SplitId's when updating transaction 
This caused new splits to be created, instead of re-using existing
splits and SplitId's.
 2017-05-28 20:27:20 -04:00
Aaron Lindsay 6762b3e721 Reduxify CRUD actions for transactions 2017-05-24 19:47:18 -04:00
Aaron Lindsay 7f736812b3 Don't explicitly mention QXF/OFX in account import modal 2017-05-22 20:38:59 -04:00
Aaron Lindsay c61e561b4b Reduxify fetching transaction page 2017-05-22 20:36:36 -04:00
Aaron Lindsay a9cf95dba8 Move OFX imports from libofx to ofxgo 
This makes them native Go code, and will allow for fetching them
directly from financial institutions later.
 2017-05-08 06:01:26 -04:00
Aaron Lindsay 32fffdf91b Add PieChart 2017-03-01 20:35:20 -05:00
Aaron Lindsay 4536db030e Add years_income.lua report 2017-02-22 08:26:21 -05:00
Aaron Lindsay db7a60b292 models.js: Don't double-count when map-reducing report series 2017-02-19 17:09:24 -05:00
Aaron Lindsay 6ccf9208f0 Reports: Add keys to everything to make React happy 2017-02-19 16:42:22 -05:00
Aaron Lindsay 9c20f3bb02 StackedBarChart.js: Sort by decreasing value 2017-02-19 16:39:02 -05:00
Aaron Lindsay 5157d13737 Optimize fetching account balances 
There is no need to make a separate SQL query for every split after
finding every transaction - we can query for all the splits initially.
 2017-02-19 07:54:27 -05:00
Aaron Lindsay c0fb04b722 Fix Gnucash security imports 
Attempt to find an existing security that matches, trying decreasingly
specific searches, and create the security if nothing close can be
found.
 2017-02-19 07:50:36 -05:00
Aaron Lindsay 232e4b0682 StackedBarChart.js: Add tooltips to the bars 2017-02-19 07:41:25 -05:00
Aaron Lindsay bef2caef12 StackedBarChart.js: Don't skip lines in legend 2017-02-19 06:14:28 -05:00
Aaron Lindsay 1171eeac3f AccountRegister.js: Fixup for some React and ReactBootstrap changes 2017-02-18 21:50:48 -05:00
Aaron Lindsay b443963375 reports: Allow drilling down 2017-02-17 10:01:31 -05:00
Aaron Lindsay 4d642d1772 WIP: Stacked bar chart 2017-02-15 20:56:41 -05:00
Aaron Lindsay d3d79fb613 Add Report infrastructure to UI 2017-02-11 20:39:38 -05:00
Aaron Lindsay 5d583a2315 Move Report and Series definitions to be in line with others 2017-02-11 19:43:10 -05:00
Aaron Lindsay 9b3e08fa78 lua: Add title, subtitle, axis labels to reports 2017-02-11 10:12:04 -05:00
Aaron Lindsay d2b98c3d4b reports: Add initial monthly_expenses 2017-02-11 09:27:34 -05:00
Aaron Lindsay 55d0e718c8 lua: Add ability to add/subtract dates 2017-02-11 07:28:15 -05:00
Aaron Lindsay 5c7dc5df4c lua: Add ability to query date year, month, day 2017-02-11 07:27:52 -05:00
Aaron Lindsay 75fa8ee28a lua: Add date.now() 2017-02-11 06:15:36 -05:00
Aaron Lindsay 16a8316c70 lua: Add 'report' and 'series' type for returning reports 2017-02-11 06:06:45 -05:00