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moneygo
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164 Commits 2 Branches 0 Tags 26 MiB
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164 Commits

Author SHA1 Message Date
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
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