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Code Issues Packages Projects Releases Wiki Activity

Recurring transactions (#271)

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* Implement recurring transactions support

* Amount fix

* Hide section when any filter is applied

* Add automatic identify feature

Automatic identification runs after:
  - CSV Import completes (TransactionImport, TradeImport, AccountImport, MintImport)
  - Plaid sync completes
  - SimpleFIN sync completes
  - LunchFlow sync completes
- Any new provider that we create.

* Fix linter and tests

* Fix address review

* FIX proper text sizing

* Fix further linter

Use circular distance to handle month-boundary wrapping

* normalize to a circular representation before computing the median

* Better tests validation

* Added some UI info

Fix pattern identification, last recurrent transaction needs to happened within the last 45 days.

* Fix styling

* Revert text subdued look

* Match structure of the other sections

* Styling

* Restore positive amounts styling

* Shorten label for UI styling

---------

Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
This commit is contained in:
soky srm
2025-11-01 09:12:42 +01:00
committed by GitHub
parent 106fcd06e4
commit e290e3d4a1
29 changed files with 1140 additions and 32 deletions
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6
app/views/pages/dashboard/_outflows_donut.html.erb
View File

@@ -37,7 +37,7 @@
</div>
<div class="text-3xl font-medium text-primary">
<%= outflows_data[:currency_symbol] %><%= number_with_delimiter(outflows_data[:total], delimiter: ',') %>
<%= outflows_data[:currency_symbol] %><%= number_with_delimiter(outflows_data[:total], delimiter: ",") %>
</div>
</div>
@@ -47,7 +47,7 @@
<p class="text-sm text-secondary"><%= category[:name] %></p>
<p class="text-3xl font-medium text-primary">
<%= outflows_data[:currency_symbol] %><%= number_with_delimiter(category[:amount], delimiter: ',') %>
<%= outflows_data[:currency_symbol] %><%= number_with_delimiter(category[:amount], delimiter: ",") %>
</p>
<p class="text-sm text-secondary"><%= category[:percentage] %>%</p>
@@ -75,7 +75,7 @@
<span class="text-sm font-medium text-primary truncate"><%= category[:name] %></span>
</div>
<div class="flex items-center gap-4 flex-shrink-0">
<span class="text-sm font-medium text-primary whitespace-nowrap"><%= outflows_data[:currency_symbol] %><%= number_with_delimiter(category[:amount], delimiter: ',') %></span>
<span class="text-sm font-medium text-primary whitespace-nowrap"><%= outflows_data[:currency_symbol] %><%= number_with_delimiter(category[:amount], delimiter: ",") %></span>
<span class="text-sm text-secondary whitespace-nowrap"><%= category[:percentage] %>%</span>
</div>
<% end %>