Commit graph

  • df00def8d8 add package.json main v0.0.2 feat/BQL-BALANCE-QUERIES Padreug 2025-12-14 12:58:33 +01:00
  • 862fe0bfad Add Docs Padreug 2025-12-14 12:47:34 +01:00
  • 1d2eb05c36 Adds custom date range filtering to transactions Padreug 2025-12-14 12:47:23 +01:00
  • f2df2f543b Enhance RBAC user management UI and fix permission checks padreug 2025-11-13 10:17:28 +01:00
  • 52c6c3f8f1 Fix RBAC role-based permissions for accounts endpoint padreug 2025-11-12 03:00:17 +01:00
  • c086916be8 Add RBAC API endpoints - Phase 2A padreug 2025-11-11 23:47:13 +01:00
  • 46e910ba25 Add RBAC (Role-Based Access Control) system - Phase 1 padreug 2025-11-11 23:34:28 +01:00
  • 142b26d7da Set default permission type to 'submit_expense' in grant forms padreug 2025-11-11 23:18:40 +01:00
  • 5d38dc188b Fix loading state hang when user has no permissions padreug 2025-11-11 23:00:20 +01:00
  • 61a3831b15 Add user-selectable date range filters for Recent Transactions padreug 2025-11-11 22:54:14 +01:00
  • bf79495ceb Optimize recent transactions with 30-day date filter padreug 2025-11-11 22:39:22 +01:00
  • 72e8fe8ee4 Fix UNIQUE constraint error in get_or_create_user_account padreug 2025-11-11 19:47:17 +01:00
  • a71d9b7fa5 FIX: add fava extension settings with default values padreug 2025-11-11 19:04:55 +01:00
  • ff6853a030 MIGRATION FIX: remove castle_ prefixes padreug 2025-11-11 18:50:47 +01:00
  • 7506b0250f Fix super user bypass and show virtual accounts in admin UI padreug 2025-11-11 03:33:31 +01:00
  • 0e6fe3e3cd Fix virtual account filtering and permission inheritance padreug 2025-11-11 03:25:49 +01:00
  • b97e899983 Update default expense accounts to optimized structure padreug 2025-11-11 03:09:44 +01:00
  • d255d7ddc9 Fix virtual parent detection by refreshing account list padreug 2025-11-11 02:53:41 +01:00
  • fa92295513 Auto-generate virtual intermediate parent accounts during sync padreug 2025-11-11 02:48:06 +01:00
  • 2ebc9af798 Add UI indicators for virtual parent accounts padreug 2025-11-11 02:44:16 +01:00
  • 79849f5fb2 Add virtual parent accounts for permission inheritance padreug 2025-11-11 02:41:05 +01:00
  • 217fee6664 Add bulk grant permissions UI feature padreug 2025-11-11 02:23:53 +01:00
  • ed1e6509ee Add bulk grant permission API endpoint padreug 2025-11-11 02:13:59 +01:00
  • c35944d51f Fix m002 migration table name (accounts not castle_accounts) padreug 2025-11-11 02:05:36 +01:00
  • 15ef3d0df4 Prevent permissions on inactive accounts padreug 2025-11-11 01:59:18 +01:00
  • 657e3d54da Filter inactive accounts from default queries padreug 2025-11-11 01:57:42 +01:00
  • cb62cbb0a2 Update account sync to mark orphaned accounts as inactive padreug 2025-11-11 01:54:04 +01:00
  • 3af9b44e39 Add soft delete support for accounts (is_active field) padreug 2025-11-11 01:48:23 +01:00
  • ee2df73bcb Use BQL query for get_all_accounts() instead of non-existent API endpoint padreug 2025-11-11 01:34:34 +01:00
  • c70695f330 Fix get_all_accounts() URL (remove double /api) padreug 2025-11-11 01:33:18 +01:00
  • a210d7433a Add get_all_accounts() method to FavaClient for account sync padreug 2025-11-11 01:32:27 +01:00
  • 4a3922895e Integrate account sync with API, background tasks, and user creation padreug 2025-11-11 01:28:59 +01:00
  • cbdd5f3779 Add UI improvements plan for bulk permission features padreug 2025-11-11 00:05:57 +01:00
  • 09c84f138e Add account sync and bulk permission management padreug 2025-11-10 23:55:26 +01:00
  • 397b5e743e Move BQL documentation to Castle repo padreug 2025-11-10 23:41:48 +01:00
  • 89710a37a3 Document BQL limitations and add reference comments padreug 2025-11-10 23:36:42 +01:00
  • d8e3b79755 Implement BQL-based balance query methods padreug 2025-11-10 23:22:39 +01:00
  • e1ad3bc5a5 Add BQL query method to FavaClient padreug 2025-11-10 23:20:37 +01:00
  • 6d6ac190c7 Add caching to account and permission lookups padreug 2025-11-10 23:02:33 +01:00
  • 9974a8fa64 USERNAME DEBUG LOGS removal padreug 2025-11-10 22:59:06 +01:00
  • 9ac3494f1b Squash 16 migrations into single clean initial migration padreug 2025-11-10 21:51:11 +01:00
  • 461cf08a69 HELPER FILE TO DELETE/REVISE padreug 2025-11-10 21:44:43 +01:00
  • 538751f21a Fixes user account creation in Fava/Beancount padreug 2025-11-10 21:22:02 +01:00
  • a3c3e44e5f Implement hybrid approach for balance assertions padreug 2025-11-10 20:46:12 +01:00
  • 28832d6bfe Fix add_account to use PUT /api/source endpoint padreug 2025-11-10 20:38:07 +01:00
  • 74115b7e5b drop old db tables and remove old functions padreug 2025-11-10 20:02:01 +01:00
  • 4220ff285e attempt to fix usernames padreug 2025-11-10 19:33:39 +01:00
  • 1b1d066d07 update CLAUDE.md padreug 2025-11-10 16:35:03 +01:00
  • 87a3505376 Enriches journal entries with usernames padreug 2025-11-10 16:21:21 +01:00
  • 700beb6f7f Improves amount parsing for new architecture padreug 2025-11-10 16:17:23 +01:00
  • b6886793ee Creates accounts in Fava if they don't exist padreug 2025-11-10 15:56:22 +01:00
  • 51ae2e8e47 Sanitizes reference links for Beancount padreug 2025-11-10 15:04:27 +01:00
  • a6b67b7416 Improves Beancount entry generation and sanitization padreug 2025-11-10 11:35:41 +01:00
  • 0e93fc5ffc Enhances Beancount import and API entry creation padreug 2025-11-10 11:29:01 +01:00
  • 1d605be021 Removes redundant payment recording padreug 2025-11-10 11:13:25 +01:00
  • 490b361268 Adds fiat settlement entry formatting padreug 2025-11-10 10:51:55 +01:00
  • 472c4e2164 Corrects receivable dialog display logic padreug 2025-11-10 10:50:47 +01:00
  • 8342318fde Refactors duplicate payment check in Fava padreug 2025-11-10 10:25:05 +01:00
  • fbda8e2980 Improves readability and reduces logging verbosity padreug 2025-11-10 03:59:24 +01:00
  • 313265b185 Supports new EUR/USD amount string format padreug 2025-11-10 03:46:17 +01:00
  • 476e9dec4b Supports new amount format and metadata tracking padreug 2025-11-10 03:42:30 +01:00
  • ca2ce1dfcc Refactors expense tracking to use fiat amounts padreug 2025-11-10 03:33:04 +01:00
  • 8396331d5a Calculates user balance from journal entries padreug 2025-11-10 02:18:49 +01:00
  • 5c1c7b1b05 Reverts balance perspective to castle's view padreug 2025-11-10 01:40:09 +01:00
  • 0f24833e02 Adds unique IDs to receivable and revenue entries padreug 2025-11-10 01:26:59 +01:00
  • e154a8b427 Calculates user balances from journal entries padreug 2025-11-10 01:16:04 +01:00
  • 3cb3b23a8d Improves pending entry amount parsing padreug 2025-11-10 01:09:49 +01:00
  • 0c7356e228 Parses amount string for SATS and fiat padreug 2025-11-10 01:00:43 +01:00
  • 63d851ce94 Refactors user entry retrieval from Fava padreug 2025-11-10 00:47:52 +01:00
  • 7f545ea88e Excludes voided transactions from pending entries padreug 2025-11-10 00:43:22 +01:00
  • 1ebe066773 Simplifies entry and posting metadata formatting padreug 2025-11-10 00:41:32 +01:00
  • 1362ada362 Rejects pending expense entries by voiding them padreug 2025-11-10 00:35:41 +01:00
  • cfca10b782 Enables Fava integration for entry management padreug 2025-11-10 00:22:01 +01:00
  • 57e6b3de1d Excludes pending transactions from balance queries padreug 2025-11-09 23:53:28 +01:00
  • 56a3e9d4e9 Refactors pending entries and adds fiat amounts padreug 2025-11-09 23:52:39 +01:00
  • 37fe34668f Adjusts balance calculation for user perspective padreug 2025-11-09 23:35:36 +01:00
  • 9350f05d74 Removes voided/flagged entry flags padreug 2025-11-09 23:26:30 +01:00
  • de3e4e65af Refactors transaction retrieval to use Fava API padreug 2025-11-09 23:21:07 +01:00
  • 88ff3821ce Removes core balance calculation logic padreug 2025-11-09 23:13:26 +01:00
  • efc09aa5ce Migrates payment processing to Fava padreug 2025-11-09 23:04:26 +01:00
  • e3acc53e20 Adds Fava integration for journal entries padreug 2025-11-09 22:56:56 +01:00
  • a88d7b4ea0 Fetches account balances from Fava/Beancount padreug 2025-11-09 22:47:04 +01:00
  • ff27f7ba01 Submits Castle payments to Fava padreug 2025-11-09 22:29:23 +01:00
  • 3c925abe9e Adds Fava integration for invoice payments padreug 2025-11-10 01:04:02 +01:00
  • 750692a2f0 Initializes Fava client on startup padreug 2025-11-10 01:02:18 +01:00
  • 2e862d0ebd Adds Beancount formatting utilities padreug 2025-11-10 01:02:18 +01:00
  • 1bce6b86cf Adds async client for Fava REST API padreug 2025-11-10 01:02:17 +01:00
  • 13dd5c7143 Adds Fava/Beancount integration settings padreug 2025-11-10 01:02:17 +01:00
  • b9efd166a6 FInal commit before stripping down to use FAVA padreug 2025-11-09 21:12:19 +01:00
  • 0b64ffa54f feat: Add equity account support to transaction filtering and Beancount import padreug 2025-11-09 21:09:43 +01:00
  • 6f1fa7203b change Recent Transactions pagination limit from 20 to 10 padreug 2025-11-09 00:32:54 +01:00
  • 3af93c3479 Add receivable/payable filtering with database-level query optimization padreug 2025-11-09 00:28:54 +01:00
  • f3d0d8652b Add Recent Transactions pagination and table view to with filtering padreug 2025-11-09 00:14:49 +01:00
  • 093cecbff2 Ensures transaction offset is a valid number padreug 2025-11-09 00:06:07 +01:00
  • 69b8f6e2d3 Adds pagination to transaction history padreug 2025-11-08 23:51:12 +01:00
  • 4b327a0aab Extends account lookup for user accounts padreug 2025-11-08 23:51:07 +01:00
  • 992a8fe554 Creates default user accounts on wallet setup padreug 2025-11-08 23:41:17 +01:00
  • 9054b3eb62 Adds Beancount import helper script padreug 2025-11-08 23:18:42 +01:00
  • 4ae6a8f7d2 Refactors journal entry lines to use single amount padreug 2025-11-08 11:48:08 +01:00
  • d0bec3ea5a Adapts receivable/payable logic for Beancount padreug 2025-11-08 10:52:43 +01:00