Commit Graph

5 Commits

Author SHA1 Message Date
Alessio Cappa
aef582f553 feat: Move upcoming recurring transactions in a dedicated tab (#771)
* feat: Move upcoming transactions in a dedicated tab

* Adjust formatting

* feat: adjust visibility on mobile

* feat: change translation label

* feat: show only upcoming transactions expected in the next 10 days

* feat: show upcoming transactions tab only when option enabled

* feat: render empty partial when there are no recurring transactions

* feat: align icon sizing and spacing between transactions and upcoming sections

* feat: add missing localitazion labels

* fix: move filter on upcoming transactions in controller

* fix: add missing localitazion labels
2026-01-27 12:32:35 +01:00
soky srm
abab66675c Implement a setting to retrieve high res logos (#725)
* Implement a setting to retrieve high res logos

* Update _brand_fetch_settings.html.erb

* Add fallback for stock tickers also to use Brandfetch

* Update security.rb

* Update toggle logic for high-res logos setting

Signed-off-by: Juan José Mata <jjmata@jjmata.com>

* Update security.rb

* Update security.rb

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Signed-off-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
2026-01-21 17:16:51 +01:00
soky srm
ebcd6360fd Add support for manual recurring transaction creation (#311)
* Support manual recurring

* Automatic variance calc

* Automatic variance update

* Tooltip for manual

* Review

* Fix variance calculations

Manual recurring updates collapse occurrence tracking when amounts repeat

* Proper Bigdecimal calcs

* Fix n+1 query

* Nicer UI errors.

* Style

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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-14 00:31:12 +01:00
soky srm
3611413829 Reccuring transactions pattern fix (#308)
* Fix pattern identification without merchants

- We already support the schema and data, but pattern identification now groups either per merchant or per transaciton name.

* Fix missed this view

* Fix update schema

* Wrong schema pushed
2025-11-10 12:02:43 +01:00
soky srm
e290e3d4a1 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

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Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-01 09:12:42 +01:00