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moneygo
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180 Commits

Author SHA1 Message Date
Aaron Lindsay 770e86aee8 Add MIT license 2017-09-25 19:44:25 -04:00
Aaron Lindsay 15b9bc8314 OFX imports: Create sub-accounts for sub-account splits 2017-09-21 21:16:23 -04:00
Aaron Lindsay e38c49a556 Use default currency for top-level 'Trading' account 
Also add missing transaction.Rollback() calls on early returns in
GetAccountTransactions()
 2017-09-21 21:00:30 -04:00
Aaron Lindsay d0d6ea3a78 OFX imports: Properly import 'trading' transaction splits 2017-09-20 21:30:17 -04:00
Aaron Lindsay 698d74d727 OFX imports: Support a few more investment transaction types 2017-09-20 20:54:58 -04:00
Aaron Lindsay 6b2698d208 ofx.go: Remove outdated comment 2017-09-20 20:39:08 -04:00
Aaron Lindsay fdc2bc85bb README: Require go 1.9 2017-09-20 20:19:24 -04:00
Aaron Lindsay 76fe78b48d AccountsTab: Only update 'OFX Account Type' field if it exists 2017-09-20 20:14:01 -04:00
Aaron Lindsay d979849213 OFX imports: Convert 'GetSecurity' to use existing SQL transaction 2017-09-20 20:13:29 -04:00
Aaron Lindsay 03b79d8c4a imports: Add better error reporting 2017-09-20 20:13:01 -04:00
Aaron Lindsay 89d045a51f OFX: Import the most common investment transactions 
This is very preliminary support, and is likely to still fail for many
cases - even those with nominal support. Most transaction splits end up
being filed under 'imbalanced' accounts instead of something that makes
more sense.
 2017-09-20 20:09:40 -04:00
Aaron Lindsay 3727f5b767 package.json: Update npm packages 
Also update homepage
 2017-09-20 19:58:26 -04:00
Aaron Lindsay ec2a9cbdd8 Don't mismatch securities because of pointers 
This bug could cause transactions from imports with multiple securities
to end up pointing to the wrong securities.
 2017-09-20 14:22:33 -04:00
Aaron Lindsay 93a05576b8 Delete prices when deleting security 2017-07-17 20:25:45 -04:00
Aaron Lindsay 24cf7e3e8e Update README 2017-07-14 08:17:49 -04:00
Aaron Lindsay 8f884f7a69 Add more sample reports 
Also switch tabs to spaces in existing sample reports
 2017-07-13 21:38:30 -04:00
Aaron Lindsay f213e1061c Add security prices 
* Import them from Gnucash's pricedb
* Add support for querying prices from lua for reports
* Add documentation for lua reports
 2017-07-13 21:32:25 -04:00
Aaron Lindsay 594555b0c4 Flesh out OFX documentation 2017-07-08 20:59:11 -04:00
Aaron Lindsay 563b049ee3 Add OFX import documentation 2017-07-07 22:09:50 -04:00
Aaron Lindsay 951d56f7fe Add monthly cash flow example report 2017-07-07 20:53:22 -04:00
Aaron Lindsay a69468785b README: Update documentation section 2017-07-07 06:40:07 -04:00
Aaron Lindsay 7f20ca5256 README: Add screenshots 2017-07-07 06:32:01 -04:00
Aaron Lindsay 5047dc6948 Add markdown documentation 2017-07-07 06:18:05 -04:00
Aaron Lindsay aeed78f0b7 ReportReducer: Fix bug creating list 2017-06-23 06:10:35 -04:00
Aaron Lindsay c19644e0c7 s/r/t/ in example report lua code 2017-06-23 06:01:54 -04:00
Aaron Lindsay e49b11f349 UI: Make reports.list contain actual reports 2017-06-23 06:00:10 -04:00
Aaron Lindsay 0cd27fea87 .gitignore: Add static/codemirror 2017-06-22 06:05:13 -04:00
Aaron Lindsay a42e051f74 Ensure default currency isn't modified to be a non-currency 2017-06-21 21:53:01 -04:00
Aaron Lindsay 4e73e8b508 Add per-user default currency 2017-06-21 21:27:41 -04:00
Aaron Lindsay 25b04a4f0f Stop creating lists in containers 
Create them only when needed in reducers instead
 2017-06-21 21:27:41 -04:00
Aaron Lindsay cd9ad1d4d7 gnucash: Support directly importing gzipped files 2017-06-19 21:08:49 -04:00
Aaron Lindsay 69bbd3db62 Report formatting fixes 
This adds a special cursor to indicate reports can be clicked and
ensures full legends are displayed
 2017-06-19 20:24:56 -04:00
Aaron Lindsay 6d4fdafc02 reports: Move flattening tabulations into reducer 
This removes some circular control dependencies
 2017-06-17 14:30:52 -04:00
Aaron Lindsay 9844785b8d Basic Report UI complete! 2017-06-17 10:28:50 -04:00
Aaron Lindsay 5dff27e7f7 TransactionConstants.js: Reorder 2017-06-16 20:56:01 -04:00
Aaron Lindsay 9ce6454997 Add lots of backend and back-frontend report infrastructure 2017-06-16 20:55:22 -04:00
Aaron Lindsay eb5c9cdcd8 README: Add other dependencies, missing features 2017-06-16 20:47:18 -04:00
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