89d045a51f
OFX: Import the most common investment transactions
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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
3727f5b767
package.json: Update npm packages
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Also update homepage
2017-09-20 19:58:26 -04:00
ec2a9cbdd8
Don't mismatch securities because of pointers
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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
93a05576b8
Delete prices when deleting security
2017-07-17 20:25:45 -04:00
24cf7e3e8e
Update README
2017-07-14 08:17:49 -04:00
8f884f7a69
Add more sample reports
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Also switch tabs to spaces in existing sample reports
2017-07-13 21:38:30 -04:00
f213e1061c
Add security prices
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* 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
594555b0c4
Flesh out OFX documentation
2017-07-08 20:59:11 -04:00
563b049ee3
Add OFX import documentation
2017-07-07 22:09:50 -04:00
951d56f7fe
Add monthly cash flow example report
2017-07-07 20:53:22 -04:00
a69468785b
README: Update documentation section
2017-07-07 06:40:07 -04:00
7f20ca5256
README: Add screenshots
2017-07-07 06:32:01 -04:00
5047dc6948
Add markdown documentation
2017-07-07 06:18:05 -04:00
aeed78f0b7
ReportReducer: Fix bug creating list
2017-06-23 06:10:35 -04:00
c19644e0c7
s/r/t/ in example report lua code
2017-06-23 06:01:54 -04:00
e49b11f349
UI: Make reports.list contain actual reports
2017-06-23 06:00:10 -04:00
0cd27fea87
.gitignore: Add static/codemirror
2017-06-22 06:05:13 -04:00
a42e051f74
Ensure default currency isn't modified to be a non-currency
2017-06-21 21:53:01 -04:00
4e73e8b508
Add per-user default currency
2017-06-21 21:27:41 -04:00
25b04a4f0f
Stop creating lists in containers
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Create them only when needed in reducers instead
2017-06-21 21:27:41 -04:00
cd9ad1d4d7
gnucash: Support directly importing gzipped files
2017-06-19 21:08:49 -04:00
69bbd3db62
Report formatting fixes
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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
6d4fdafc02
reports: Move flattening tabulations into reducer
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This removes some circular control dependencies
2017-06-17 14:30:52 -04:00
9844785b8d
Basic Report UI complete!
2017-06-17 10:28:50 -04:00
5dff27e7f7
TransactionConstants.js: Reorder
2017-06-16 20:56:01 -04:00
9ce6454997
Add lots of backend and back-frontend report infrastructure
2017-06-16 20:55:22 -04:00
eb5c9cdcd8
README: Add other dependencies, missing features
2017-06-16 20:47:18 -04:00
1a72568ebd
scripts/gen_security_list.py: Support python 2
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This is to address issue #1
2017-06-16 06:24:14 -04:00
d03eef3035
AmountInput: Actually initialize state
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This has been broken since the switch to ES6 classes
2017-06-11 06:44:59 -04:00
a4b99381d3
imports: Don't re-import the same transaction from the same place
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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
8cb222a107
Re-fetch securities on successful import
2017-06-10 14:38:40 -04:00
c4268ddfc8
Clean up some more problems after switching to using classes
2017-06-10 13:37:13 -04:00
905e30d87b
Move RemoteId from transactions to splits
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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
2deaf8ccb5
AccountCombobox: Fixup defaultProps the right way for ES6
2017-06-08 05:49:58 -04:00
7817e6f08e
Enable ES2015 translation
2017-06-07 21:08:39 -04:00
2699d7b6c3
PieChart: Fix warning about invalid SVG rotation transformation
2017-06-07 19:16:13 -04:00
a08131b1ba
Use ES6 classes instead of React.createClass and editing prototypes
2017-06-07 19:12:53 -04:00
29614c38c7
Update README
2017-06-05 21:08:13 -04:00
40e5be0219
Make OFX the default import type
2017-06-05 21:01:04 -04:00
4c1b917e05
Update README
2017-06-05 20:41:50 -04:00
f29a038c85
Switch README to Markdown
2017-06-05 20:24:55 -04:00
ecf271732e
OFX imports: Remove restriction about account types
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...but still update imported Credit Card account type to Liability
2017-06-05 20:14:42 -04:00
0095015053
Update which quarter it is for fetching SEC PDF
2017-06-04 21:21:55 -04:00
3c49e9424d
Don't disable BankID if Investment account
2017-06-04 21:21:25 -04:00
d2ebe7b399
ofx import: Disable BankID field when importing as Credit Card
2017-06-04 20:37:45 -04:00
fb59f9b3c5
Add direct OFX imports
2017-06-04 20:30:29 -04:00
bf284dc591
Add OFX fields to backend and UI
2017-05-31 21:04:01 -04:00
618ce0554b
Update Javascript package versions
2017-05-31 20:47:48 -04:00
b37a20536f
Move 'status' from transactions to splits
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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
11c7f199c4
Don't delete splits when updating them
2017-05-31 08:18:21 -04:00
