Recurring transactions (#271)

* 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

View File

@@ -17,7 +17,8 @@ nav_sections = [
{ label: t(".categories_label"), path: categories_path, icon: "shapes" },
{ label: t(".tags_label"), path: tags_path, icon: "tags" },
{ label: t(".rules_label"), path: rules_path, icon: "git-branch" },
{ label: t(".merchants_label"), path: family_merchants_path, icon: "store" }
{ label: t(".merchants_label"), path: family_merchants_path, icon: "store" },
{ label: t(".recurring_transactions_label"), path: recurring_transactions_path, icon: "repeat" }
]
},
(