johnnyq 8a992039fb Categories stage 1: Admin > Categories rebuilt with the ten kinds in a side nav with counts and what each is for, each category shown as it looks on records (icon or dot in its color, asset statuses as their badge) with its description and what uses it linked to the filtered lists, search, sort by name, most used or order, Current and Archived tabs, Edit, Merge into, Archive, Restore and Delete only while unused, bulk merge, archive, restore and delete, drag or Move up and Move down ordering for the ordered kinds, names in use that are not categories listed with Add, one shared category window with live preview, color swatches or none and searchable icons or none, names unique per kind and held to their column length, renaming a kind kept by name carries the new name onto its records, merge moves every reference including budget months folded per month, payment provider fees and the mileage setting, all without touching record updated_at, database 3.1.5 normalizing category colors to #rrggbb and icons to fa-name, seed data in hex, new functions/categories.php, agent + window handler routed through the same validation, note-type icons fixed in pickers, Settings > Defaults payment methods read from Payment Methods, changelog updated

2026-10-17 15:22:59 -04:00

..

custom

Copy crons from /scripts to /cron, added custom directories for api/v1/, /setup, /cron and /scripts

2025-10-07 13:55:54 -04:00

index.php

Accounts and transactions: each account gets a kind (checking, savings, credit card, cash, payment processor, other) with its own icon, and a credit card's balance reads as owed on the accounts page, its ledger, the dashboard and every account picker; the accounts page has cards for what the accounts hold, what is owed on cards and money in and out this month against the same days of last month with transfers left out, and each row shows its description, defaults, kind, currency, balance with opening balance, this month's in and out and latest line, with Pay the Card or Transfer from it, Archive once empty, an Archived pill with Restore, and Delete only for an account never used; New Account and Edit share one form with an editable opening balance that is logged, the currency locked once money is on the account, and every field checked; Transactions is rebuilt as each account's ledger with an account switcher or every account, In and Out columns, the running balance for one account, pills for money in, money out and transfers, category, client, kind, method and amount filters, search, footer totals and an export taking the same filters with Account, Who or What, Client, In and Out columns; Transfers fold into the Transfers pill of Transactions with the menu link and old transfers.php links kept, New Transfer, Pay the Card and Edit share one checked form with a Swap button that keeps both sides in step and takes the from account's currency, a transfer into a card is a card payment, and a new transfer quick look has Edit and Delete; archive and delete rules are enforced in the handlers, editing a transfer no longer takes the expense and revenue ids from the form, transfer legs record who entered them, and one balance rule leaving out archived rows is used everywhere; new functions/accounts.php and agent/modals/transfer/transfer.php, account_form.php and transfer_form.php, transfer_model.php removed; database 3.0.7 sets each account's kind from its name; demo data adds a Business Visa paid off monthly from Operating Checking; CHANGELOG updated

2026-10-16 22:26:45 -04:00

seed_data.php

Categories stage 1: Admin > Categories rebuilt with the ten kinds in a side nav with counts and what each is for, each category shown as it looks on records (icon or dot in its color, asset statuses as their badge) with its description and what uses it linked to the filtered lists, search, sort by name, most used or order, Current and Archived tabs, Edit, Merge into, Archive, Restore and Delete only while unused, bulk merge, archive, restore and delete, drag or Move up and Move down ordering for the ordered kinds, names in use that are not categories listed with Add, one shared category window with live preview, color swatches or none and searchable icons or none, names unique per kind and held to their column length, renaming a kind kept by name carries the new name onto its records, merge moves every reference including budget months folded per month, payment provider fees and the mileage setting, all without touching record updated_at, database 3.1.5 normalizing category colors to #rrggbb and icons to fa-name, seed data in hex, new functions/categories.php, agent + window handler routed through the same validation, note-type icons fixed in pickers, Settings > Defaults payment methods read from Payment Methods, changelog updated

2026-10-17 15:22:59 -04:00

setup_functions.php

another Attempt at restore

2025-10-09 18:49:54 -04:00