Commit Graph

59 Commits

Author SHA1 Message Date
Ahmed Bouhuolia
4345623ea9 feat: document functions 2024-07-29 13:00:50 +02:00
Ahmed Bouhuolia
51471ed000 feat: exclude bank transactions in bulk 2024-07-17 23:19:59 +02:00
Ahmed Bouhuolia
38d4122d11 fix: matching transactions bugs 2024-07-08 19:37:11 +02:00
Ahmed Bouhuolia
9a5befbee7 fix: bank transactions report 2024-07-07 22:11:57 +02:00
Ahmed Bouhuolia
b7487f19d3 fix: improvements to bank matching transactions 2024-07-06 19:10:07 +02:00
Ahmed Bouhuolia
cd9039fe16 fix(server): match transactions query 2024-07-06 16:10:34 +02:00
Ahmed Bouhuolia
87f60f7461 feat: cashflow transaction matching 2024-07-04 22:44:20 +02:00
Ahmed Bouhuolia
202179ec0b feat: reconcile matching transactions 2024-07-04 19:21:05 +02:00
Ahmed Bouhuolia
b8a0a5509d fix: style matching bank transactions 2024-07-03 19:41:43 +02:00
Ahmed Bouhuolia
a5eb42edaf feat: wip bank transaction matching 2024-07-03 18:49:21 +02:00
Ahmed Bouhuolia
67b519db61 fix: filter the uncategorized transactions out of matched transactions 2024-07-03 17:23:12 +02:00
Ahmed Bouhuolia
91730d204e feat: get bank account meta summary 2024-07-02 19:21:31 +02:00
Ahmed Bouhuolia
8a09de9771 fix: bank rules 2024-07-02 12:17:01 +02:00
Ahmed Bouhuolia
50861940a8 feat: style the banking service 2024-07-01 20:11:30 +02:00
Ahmed Bouhuolia
55caf037cd fix: match transaction aside layout 2024-07-01 19:24:09 +02:00
Ahmed Bouhuolia
c95eec565d feat: auto fill categorize form from recognized transaction 2024-07-01 15:48:40 +02:00
Ahmed Bouhuolia
c27458ebcc feat: wip matching bank transactions 2024-07-01 12:02:59 +02:00
Ahmed Bouhuolia
48ff93b6ab feat: Typing the bank rules hooks 2024-06-30 08:27:32 +02:00
Ahmed Bouhuolia
f816e7f25c fix(webapp): Switch between uncategorized transactions tabs 2024-06-29 19:31:13 +02:00
Ahmed Bouhuolia
3cd66ba4d6 feat: merge the boot provider of categorize and matching forms 2024-06-29 17:00:36 +02:00
Ahmed Bouhuolia
5d5d4a1972 feat: Calculate the total pending when matching. 2024-06-29 14:35:24 +02:00
Ahmed Bouhuolia
b01528c06b fix: group matches to get possible and perfect matches 2024-06-29 13:21:59 +02:00
Ahmed Bouhuolia
978ce6c441 feat: excluded bank transactions 2024-06-27 22:14:53 +02:00
Ahmed Bouhuolia
7edf268e75 fix: mathcing bank transaction styling 2024-06-26 22:25:59 +02:00
Ahmed Bouhuolia
d305c7ad32 feat: toggle banking matching aside 2024-06-26 19:33:01 +02:00
Ahmed Bouhuolia
7a9c7209bc feat: hook up the matching form to the server 2024-06-26 17:39:12 +02:00
Ahmed Bouhuolia
47879d04b2 feat(webapp): bank rule 2024-06-25 22:20:36 +02:00
Ahmed Bouhuolia
dc4cdb2a8f fix: Assign branch in categorize bank transaction 2024-06-09 20:05:15 +02:00
Ahmed Bouhuolia
175bc243f3 fix: Organize Plaid env variables for development and sandbox envs (#480) 2024-06-03 20:50:02 +02:00
Ahmed Bouhuolia
495941f43a feat: style the export dialog form 2024-05-01 19:09:53 +02:00
Ahmed Bouhuolia
7abfa6a162 feat: ability to enable/disable the bank connect feature (#423) 2024-04-24 20:01:04 +02:00
Ahmed Bouhuolia
ad4e51d81d fix: import resource imporements 2024-03-27 04:01:01 +02:00
Ahmed Bouhuolia
b71c79fef5 feat: uncategorize the cashflow transaction 2024-03-10 02:53:57 +02:00
Ahmed Bouhuolia
83fbb7225d feat: remove uncategorized transaction from expenses 2024-03-07 20:58:44 +02:00
Ahmed Bouhuolia
b9a00418fa feat: abstract the uncategorized and all transactions boot wrappers 2024-03-07 14:31:59 +02:00
Ahmed Bouhuolia
d87d674aba feat: wip categorize the cashflow transactions 2024-03-06 22:15:31 +02:00
Ahmed Bouhuolia
a17b4f6a8a feat: categorize cashflow transaction drawer 2024-03-05 22:27:42 +02:00
Ahmed Bouhuolia
b602f28696 Merge branch 'develop' into big-150-categorized-the-bank-synced-transactions 2024-03-04 21:03:11 +02:00
Ahmed Bouhuolia
68f2f4ee84 feat: wip categorized transactions 2024-03-04 21:01:36 +02:00
Ahmed Bouhuolia
9db03350e0 feat(webapp): categorize the cashflow uncategorized transactions 2024-03-04 13:41:15 +02:00
Ahmed Bouhuolia
0273714a07 feat(webapp): Filter account transactions by categorized/uncategorized transactions 2024-03-02 17:01:58 +02:00
Ahmed Bouhuolia
685a6150e6 feat(webapp): add the text of connect bank dialog 2024-03-01 17:55:21 +02:00
Ahmed Bouhuolia
daf87a8ec7 feat(webapp): Dialog to choose the bank service provider 2024-03-01 17:22:28 +02:00
Ahmed Bouhuolia
5be3ca75f4 feat: disable the connect button. 2024-02-24 00:44:55 +02:00
Ahmed Bouhuolia
c688190acc feat: add bank balance to accounts chart table 2024-02-04 22:16:59 +02:00
Ahmed Bouhuolia
6d888060d3 feat: reset plaid lanch link token 2024-02-04 19:59:04 +02:00
Ahmed Bouhuolia
299a943153 feat: add connect to bank dialog 2024-02-04 18:48:03 +02:00
Ahmed Bouhuolia
b43cd26ecc feat(webapp): popup Plaid Link component 2024-01-30 23:09:29 +02:00
Ahmed Bouhuolia
8882bc677e fix(webapp): undefined transactionNumber function 2024-01-20 18:03:26 +02:00
Ahmed Bouhuolia
ee62e3e1c2 feat: migrate to pnpm (#253) 2023-10-04 12:17:27 +02:00