Andrew Lalis andrew
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andrew commented on issue andrew/perfin#9 2024-07-20 22:40:42 +00:00
Add Data Exports

Added the ability to export results from SQL console. This should be sufficient for now.

andrew closed issue andrew/perfin#16 2024-07-20 22:40:20 +00:00
Explore the possibility of using paid services to fetch live data
andrew commented on issue andrew/perfin#16 2024-07-20 22:40:20 +00:00
Explore the possibility of using paid services to fetch live data

Not really feasible for now tbh. Added the ability to report asset value for brokerage accounts, but beyond that, it would require a highly-individualized plugin for each brokerage or external…

andrew pushed to main at andrew/perfin 2024-07-20 22:38:25 +00:00
b91b0a8263 Set version to 1.19.0
andrew pushed to main at andrew/perfin 2024-07-20 22:35:26 +00:00
6b63b777cf Added tests!
andrew pushed to main at andrew/perfin 2024-07-20 21:55:48 +00:00
71cc5b1612 Added more documentation to PerfinApp.java, and added JSON export.
andrew pushed to main at andrew/perfin 2024-07-20 18:58:16 +00:00
6d720b9645 Set version to 1.18.0
andrew pushed to main at andrew/perfin 2024-07-20 18:57:43 +00:00
408d5e415d Added export to file button with CSV support.
andrew pushed to main at andrew/perfin 2024-07-13 02:10:59 +00:00
3908515ca4 Set version to 1.17.0
andrew pushed to main at andrew/perfin 2024-07-13 02:08:20 +00:00
b74119a233 Added credit limit and general purpose credit card properties to only credit card accounts.
andrew pushed to main at andrew/perfin 2024-07-10 21:06:28 +00:00
2abbd6ca43 Set version to 1.16.0
andrew pushed to main at andrew/perfin 2024-07-10 21:05:13 +00:00
f23d2c85a9 Added updates to use and show asset value of brokerage accounts.
andrew pushed to main at andrew/perfin 2024-07-10 18:36:12 +00:00
ec6bc83353 Added saved queries to the SQL Console page.
andrew pushed to main at andrew/perfin 2024-07-10 12:45:42 +00:00
feda2e1897 Add balance record "type" attribute, for cash and assets.
andrew pushed to main at andrew/perfin 2024-07-10 00:04:22 +00:00
d4bd5cc6ec Add help page for the SQL console.
andrew pushed to main at andrew/perfin 2024-07-09 23:51:23 +00:00
83e9043057 Cleaned up.
ea94f09702 Added SQL Console View.
411f384775 Removed most fancy search features for now while I add an SQL console.
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andrew pushed to main at andrew/perfin 2024-07-09 17:40:04 +00:00
72d624afdc Refactored searches into a tab thing, not sure whether I like it though.
andrew commented on issue andrew/perfin#18 2024-07-09 12:51:46 +00:00
Expand transaction searching to include multi-select filtering on category, vendor, balance, etc.

Added diagram for search panels design!

andrew pushed to main at andrew/perfin 2024-07-09 02:52:59 +00:00
2dbb3d944d Add experimental "Advanced Search" features, may incorporate into the main search interface yet...
andrew commented on issue andrew/perfin#18 2024-07-08 22:45:44 +00:00
Expand transaction searching to include multi-select filtering on category, vendor, balance, etc.

Shortcut: Add an expert option to search by raw SQL (and provide a view of the schema for reference). Also add the ability to save queries.