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Paisa – Personal Finance Manager. https://paisa.fyi demo: https://demo.paisa.fyi

Home Page: https://paisa.fyi

License: GNU Affero General Public License v3.0

Go 28.62% HTML 0.61% Makefile 0.40% TypeScript 33.52% Nix 0.28% JavaScript 1.39% Dockerfile 0.06% Svelte 29.31% SCSS 4.01% Handlebars 0.59% NSIS 1.03% Ruby 0.19%
ledger ledger-cli personal-finance visualization plaintext-accounting

paisa's Introduction

Paisa

Matrix

Paisa is a Personal finance manager. It builds on top of the ledger double entry accounting tool. Checkout documentation to get started.

Demo

A demo of the Web UI can be found at https://demo.paisa.fyi

Status

I use it to track my personal finance. It's more like alpha product now, usable, but I might update things based on the feedback I receive. Feel free to open an issue if you found a bug or start a discussion if you have a feature request. If you have any question, you can ask on Matrix chat.

License

This software is licensed under the AGPL 3 or later license.

Contribution Policy

Paisa is open source, but I do not plan to accept any pull request for now. If you have a feature request, start a discussion, or if you found a bug, create a new issue. Since this a UI project, I would prefer to have full control over how things are done. I might relax this restriction later.

paisa's People

Contributors

akash-akya avatar ananthakumaran avatar eltociear avatar godlessliu avatar

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paisa's Issues

Support for Unicode (for memo primarily)

Describe your Environment
OS: Mac Ventura silicon
Paisa Version: 0.5.1
App Variant: Desktop

Describe the bug
Any unicode value in ledger will break Editor example
₹, ⓘ, characters with emphasis eg Nestlé

To Reproduce
Steps to reproduce the behavior:

  1. Go to Editor
  2. Copy paste any of these character
  3. The tallied accounts on right will vanish and app won't let you save giving validation error

Expected behavior
Support for unicode

Screenshots
Screenshot 2023-11-08 at 8 29 57 PM

Journal
2020/01/01 Amazon Fresh ; Amazon:, Credit-Card:, Cancelled:
; Order ID: 4323
; Items:
; - Britannia 50-50 Biscuits, 40g
; - Nestlé MAGGI 2-minute Instant Noodles, Masala - 560g Pouch
; Initially charged to Amazon Pay ICICI Bank Credit Card
Liabilities:Credit Card:ICICI Amazon -604.0 INR
Liabilities:Credit Card:ICICI Amazon 604.0 INR

Note - Something nice to have, not a showstopper but annoying since it doesn't point out line number so you have to manually scan each line of entire ledger. If you have bandwidth or maybe someone will fix it in next year's hacktoberfest

Prettify in the Ledger Editor does not format periodic transaction

Describe your Environment
OS: Windows 11
Paisa Version: 0.5.3
App Variant: Desktop

Describe the bug

Paisa supports periodic transaction, e.g. ~ Monthly in 2023/08/01, but the ledger editor prettify button doesn't prettify entries within a periodic transaction.

To Reproduce

  1. Go to ledger editor
  2. Create a budget as in the docs: https://paisa.fyi/reference/budget/ with entries not aligned
  3. Click on prettify
  4. The transactions are not prettified

Expected behavior
Prettify button can prettify periodic transaction.

Screenshots

image

Journal

~ Monthly in 2023/08/01
    Expenses:Rent           15,000 INR
    Expenses:Food            10,000 INR
    Expenses:Clothing           5,000 INR
    Expenses:Entertainment      5,000 INR
    Expenses:Transport              5,000 INR
    Expenses:Personal     5,000 INR
    Assets:Checking

Seems to be a problem here: https://github.com/ananthakumaran/paisa/blob/master/src/lib/journal.ts#L27

Thank you for the great app. Saw that you don't accept PRs but let me know if I can help :)

Incorrect Market Value Calculation for Stocks in Foreign Currency

Problem:

When the default currency is set to INR and I make transactions for stocks in USD, the market value calculation appears to be significantly off.

Example ledger entry:

2023/07/07 Buy 0.76179738 Shares of ABNB
    Assets:Equity:Vested:NYSE:ABNB  0.76 ABNB @ 131.27 USD
    Assets:Broker:Vested

The stock is purchased in USD and in assets report the Absolute return is incorrect.

For example As of Today 4th Oct 2023 the market value of ABNB is 127.73 USD. In absolute return it shows 12,673.00% change. Actual change is less than 20%.

Is this expected behavior or am I doing something wrong?

Errors in fetching Equity values with numbers in the name

Many stocks and ETFs have a number in their name (eg MON100, MID150BEES) creating an entry in the paisa.yaml as follows does not update the equity data

  • name: MID_150BEES_NS
    type: stock
    code: MID150BEES.NS
    Current workaround is to use names without numbers (Eg replace numbers with roman equivalent)
  • name: MID_CLBEES_NS
    type: stock
    code: MID150BEES.NS
    This works but this name is also used in the transactions so they have to be "adjusted" as follows
    2022/09/01 MID150BEES (INF204KB1V68) buy
    Assets:Equity:ZeroDha:MID150BEES 21 "MIDCLBEES_NS" @ 121.59 INR
    Assets:Checking:HDFC

System not updating

The whole app doesn't seem to be updating from my main ledger. I've done a number of things such as deleting backups, checking the file is correct, restarting the computer etc.

Prices page in ledger is not loading.

Maybe I did wrong configuration, can anyone guide me?
image
There is no error in terminal.
The console has below error

21.d8eebcce.js:1 Uncaught (in promise) TypeError: Cannot read properties of undefined (reading 'commodity_name')
    at Array.yt (21.d8eebcce.js:1:690)
    at ht (scheduler.b2e36843.js:1:802)
    at z (Toggleable.7c088a46.js:1:553)
    at Ot (index.4c91fe54.js:4:2967)
    at new E (Toggleable.7c088a46.js:1:1170)
    at ot (21.d8eebcce.js:1:4188)
    at Object.p (21.d8eebcce.js:1:5943)
    at ct (scheduler.b2e36843.js:1:8618)
    at rt (scheduler.b2e36843.js:1:8271)

White screen on Linux Fedora x11

Describe your Environment

Paisa self build from commit a419492

System:
  Host: brass Kernel: 6.4.4-200.fc38.x86_64 arch: x86_64 bits: 64
    Desktop: GNOME v: 44.3 Distro: Fedora release 38 (Thirty Eight)
Graphics:
  Device-1: NVIDIA GA102 [GeForce RTX 3090 Ti] driver: nvidia v: 535.54.03
  Display: x11 server: X.Org v: 1.20.14 with: Xwayland v: 22.1.9 driver: X:
    loaded: modesetting,nouveau,nvidia unloaded: fbdev,vesa
    gpu: nvidia,nvidia-nvswitch resolution: 1: 3440x1440~60Hz
    2: 3440x1440~60Hz 3: N/A
  API: OpenGL v: 4.6.0 NVIDIA 535.54.03 renderer: NVIDIA GeForce RTX 3090
    Ti/PCIe/SSE2

Describe the bug

making a build of the desktop app results in it launching with a white screen, however if you move your mouse around it's clearly reacting to clickables in the UI.

This is a bug I've experienced with Wails before, easily fixed with this option:

			WebviewGpuPolicy:    linux.WebviewGpuPolicyNever,

To Reproduce
Steps to reproduce the behavior:

  1. Go to '...'
  2. Click on '....'
  3. Scroll down to '....'
  4. See error

Expected behavior

Builds created for linux x11 should render the UI

Screenshots
If applicable, add screenshots to help explain your problem.

Journal
If applicable, provide a minimal journal to help explain your problem.

Not working in alpine docker image

I am trying to run a tool in an Alpine Docker image, but I am getting the error paisa: not found. If I change the Docker image to Ubuntu, the tool runs fine. I have included the contents of the Dockerfile below. I have also tried running the tool manually in the Docker container, but the error is same.

# Use an official Alpine Linux as a parent image
FROM alpine:latest

# Install required packages
RUN apk update && \
    apk add --no-cache \
    gcc \
    wget

# Download and install Paisa
RUN wget https://github.com/ananthakumaran/paisa/releases/download/v0.5.0/paisa-linux-amd64 -O /usr/local/bin/paisa && \
    chmod u+x /usr/local/bin/paisa

RUN paisa init

Error:
image

Popup gets cutoff.

When we hover the expenses categories in home, the popup get's cutoff, if items are more than 5 or more.

Maybe show a persistent popup, which user can scroll over, or dynamic list that scrolls itlsef, when user moves mouse pointer up or down on the list.

Display version

Hi!

If I'm not wrong I cannot see the version number anywhere in the help information of the CLI. Can we add that? Or maybe a --version switch?

Thanks

Please add .nvmrc file

Please add .nvmrc file. It helps with regard to which node version to use and will also help you because bugs may show with bleeding edge node js version or unsupported node versions.

If my English had errors, sorry, English is not my first language.

Thanks.

Localization error when displaying Euro values

Describe your Environment
Latest docker version

Describe the bug
I am testdriving Paisa.

I entered a single sample entry of:

2023/10/01 Salary
    Income:Salary:Acme                      -100,00 Eur
    Assets:Checking                          100,00 Eur

I have configured my settings to use EUR for currency and my locale is set to en-US (yes, I am in Europe but I prefer en-US for my locale.

Unfortunately on the dashboard page I see my total worth as 10,000 which looks totally wrong as it appears I have 10 thousand Euros, while I only have 100.

Expected behavior

I would expect the number to appear as 100.00

I know it is a localization error but I see no way of fixing it from the configuration settings or anywhere else.

Thanks!

[Feature Suggestion] Budget

Income and Expense tracking are so great in this app, Kudos!

If we can consider adding budget, then it will help a lot.

[Bug] Spacing issues on Expenses screen

Describe your Environment
OS: Ubuntu
Paisa Version: 0.5.4
App Variant: Desktop or CLI

Describe the bug
Expenses > Monthly view > d3-monthly-expense-timeline has overlapping names and doesn't show all expenses when number of expense categories > 10

To Reproduce
Steps to reproduce the behavior:

  1. Create a main.ledger file as in Journal
  2. Go to Expenses > Monthly
  3. Check Monthly Expenses

Expected behavior
All expenses included, and some kind of wrapping for the container.

Screenshots

2023-10-08_21-38-21_screenshot

Journal

2023/10/01 Init
    Assets:Checking                 1000 INR
    Equity:Opening

2023/10/05 Buy
    Expenses:Abcdefghi asfdsadfsa safdsadfsafas           1 INR
    Expenses:B ffasdfsafda                                1 INR
    Expenses:C                                            1 INR
    Expenses:D                                            1 INR
    Expenses:E                                            1 INR
    Expenses:F                                            1 INR
    Expenses:G                                            1 INR
    Expenses:H                                            1 INR
    Expenses:I                                            1 INR
    Expenses:J                                            1 INR
    Expenses:K                                            1 INR
    Expenses:L                                            1 INR
    Expenses:M                                            1 INR
    Assets:Checking

Expenses with different currencies

Hi,

Thanks for this wonderful program.

I got a question, it seems that everything is treated as they are in a single currency. For example I have my expenses in two different currencies. I also have lines in my ledger to set the prices (starting with P) but it seems that in the expenses page all are treated as if they are in the same currency. Am I right?

[vite]: Rollup failed to resolve import

Trying to build binaries against master getting this error:

$ npm run build && go build

> [email protected] build
> vite build


vite v4.4.8 building SSR bundle for production...
✓ 223 modules transformed.
✓ built in 15.20s
[vite]: Rollup failed to resolve import "@datasert/cronjs-parser" from "C:/Users/pasha/Code/paisa/src/lib/transaction_sequence.ts".
This is most likely unintended because it can break your application at runtime.
If you do want to externalize this module explicitly add it to
`build.rollupOptions.external`
error during build:
Error: [vite]: Rollup failed to resolve import "@datasert/cronjs-parser" from "C:/Users/pasha/Code/paisa/src/lib/transaction_sequence.ts".
This is most likely unintended because it can break your application at runtime.
If you do want to externalize this module explicitly add it to
`build.rollupOptions.external`
    at viteWarn (file:///C:/Users/pasha/Code/paisa/node_modules/vite/dist/node/chunks/dep-75f53616.js:48093:27)
    at onRollupWarning (file:///C:/Users/pasha/Code/paisa/node_modules/vite/dist/node/chunks/dep-75f53616.js:48125:9)
    at onwarn (file:///C:/Users/pasha/Code/paisa/node_modules/vite/dist/node/chunks/dep-75f53616.js:47853:13)
    at file:///C:/Users/pasha/Code/paisa/node_modules/rollup/dist/es/shared/node-entry.js:24194:13
    at Object.logger [as onLog] (file:///C:/Users/pasha/Code/paisa/node_modules/rollup/dist/es/shared/node-entry.js:25867:9)
    at ModuleLoader.handleInvalidResolvedId (file:///C:/Users/pasha/Code/paisa/node_modules/rollup/dist/es/shared/node-entry.js:24780:26)
    at file:///C:/Users/pasha/Code/paisa/node_modules/rollup/dist/es/shared/node-entry.js:24740:26

`findAbove` returns the current row value

If I try to find the value from a previous row, I always get the current row value, which is not what I expect from the function with findAbove name.

The fix is trivial:

  findAbove(column: string, options: any) {
    const regexp = new RegExp(options.hash.regexp || ".+");
    let i: number = options.data.root.ROW.index - 1; 
                                            ^^^^^^^
    while (i >= 0) {
      const row = options.data.root.SHEET[i];
      const cell = row[column] || "";
      const match = cell.match(regexp);
      if (match) {
        if (options.hash.group) {
          return match[options.hash.group];
        }
        return cell;
      }
      i--;
    }
    return null;
  },

A how to run example will be helpful

Also:

  1. A list of features that are supported.
  2. A list of features you plan to develop or want the community's help.
  3. Also, probably with screenshots of what to expect.

Btw, great initiative. A GUI tool will be interesting.

Fatal Error When Updating Mutual Fund Portfolios

When attempting to update mutual fund portfolios or update commodity prices, I receive a fatal error. When selecting "Update Mutual Fund portfolios", the error is:

FATAL invalid character 'C' looking for beginning of value file=D:/a/paisa/paisa/internal/model/model.go:98func=github.com/ananthakumaran/paisa/internal/model.SyncPortfolios

When selecting "Update prices", the error is:
FATAL invalid character '<' looking for beginning of value file=D:/a/paisa/paisa/internal/model/model.go:71func=github.com/ananthakumaran/paisa/internal/model.SyncCommodities

I only have two commodities defined in the config file:

commodities:
- name: FSMEX
type: mutualfund
price:
provider: com-yahoo
code: FSMEX
harvest: 0
tax_category: unlisted_equity
- name: F
type: stock
price:
provider: com-yahoo
code: F
harvest: 0
tax_category: unlisted_equity

These functions appear to work normally when the F stock listing is the only one, but break when I attempt to add the FSMEX mutual fund listing.

Environment:
OS: Windows 10
Paisa Version: 0.5.2
App Variant: Desktop

Add support for Reimbursement accounts

Tracking reimbursable expenses:

Sometimes you will want to spend money on behalf of someone else, which will eventually get repaid. Since the money is still yours, it is really an asset. And since the expenditure was for someone else, you don’t want it contaminating your Expenses reports. You will need to keep an account for tracking reimbursements.

This is fairly easy to do in ledger. When spending the money, spend it to your Assets:Reimbursements, using a different account for each person or business that you spend money for. For example:

2004/09/29  Circuit City
    Assets:Reimbursements:Company XYZ     $100.00
    Liabilities:MasterCard

For example all my business trips expenses are going under Reimbursement. I use several Reimbursement accounts and they shown as Investments in paisa right now. Which is not the case really.

I would exclude Reimbursement accounts from Investments dashboards. Maybe later we can add a separate dashboard to track reimbursable expenses.

[Bug] Possibly incorrect Net Investment value on main page

Describe your Environment
OS: Ubuntu
Paisa Version: 0.5.4
App Variant: CLI

Describe the bug
Net Investment value on main page seems to be incorrect

To Reproduce
Steps to reproduce the behavior:

  1. Use ledger file in Journal
  2. Open paisa
  3. Check Net Investment value

Expected behavior
Correct value

Screenshots

2023-10-09_04-20-01_screenshot

Journal

2023/10/01 Init
    Assets:Checking                 1000 INR
    Income:Salary:Acme

As can be seen from the journal file, the only transaction is to Assets:Checking, which is not to be considered an investment account. Then, the Net investment value on the opening page shows 1000, but should be 0.

Error calculating Market value in Asset->Balance

Getting an error in the Market value calculation in Asset->balance

To Reproduce
Steps to reproduce the behavior:

  1. Create 2 transactions as below
    2018/03/28 Purchase-NFO Purchase
    Assets:Debt:MF:HDFC_Mutual_Fund:FMP_XXXIX_1177D 50000.0000 "HDFC_FMP_XXXIX_1177D" @ 10.0000 INR
    Assets:Checking:HDFC

2021/06/16 Redeem-Direct Credit - HDFC
Assets:Debt:MF:HDFC_Mutual_Fund:FMP_XXXIX_1177D -50000.000 "HDFC_FMP_XXXIX_1177D" @ 12.9390 INR
Assets:Checking:HDFC
2. Ledger shows correct balance
INR146950 Assets:Checking:HDFC

4.Navigating to Assets-Balance shows wrong value for market value (-1,46,950) correct value should zero as there is no asset held

  1. Checking application log shows
    WARN xirr cannot be calculated

Screenshots
If applicable, add screenshots to help explain your problem.
Screenshot 2023-08-19 215855

Misplaced comma

Greetings.
In your demo, any value over 99,999, the comma is shifted to the right one character. If 1 is added to this value, it should be 100,000. Instead, it's 1,00,000.

Another example in your investments view (https://demo.paisa.fyi/assets/investment)

AS-IS
Gross Salary Income 19,04,583
Gross Other Income 2,21,501
Tax 5,71,375
Net Income 15,54,709

SHOULD-Be
Gross Salary Income 1,904,583
Gross Other Income 221,501
Tax 571,375
Net Income 1,554,709

chinese support

nice work!

I encountered an error when setting “Locale” to zh-CN. It seems to only support English.

image

Is there any support provided for Chinese?

Changes in editor are lost if not explicitly saved

Describe the bug
The Ledger editor should automatically save the file. If user makes edits and changes views without saving, changes are lost.

To Reproduce

  1. Go to Ledger / Editor
  2. Make a change
  3. Click on Paisa main page

Expected behavior
As a user I was expecting file to be automatically saved or a warning before leaving the page, not for changes to be lost.

thank you for your work and making it open source.

Doctor flagging debit entries for Expense Accounts

Sometimes order is cancelled or returned and it may take few days to reflect that in bank account statements which means you have two transactions on two separate days.
For refund if we don't reduce expense amount, It may inaccurately report our spending habits.
Do you have any good suggestions how to handle this case.

"hledger":executable file not found in $PATH when syncing on Mac

Describe your Environment
OS: Mac Sonoma intel
Paisa Version: 0.5.3
App Variant: Desktop
Locale: en-US

Describe the bug
Opening paisa via spotlight fails to sync for a hledger configuration.

To Reproduce

  • ensure hledger is installed and works against the hledger journal
  • verify echo $PATH | grep -i ledger shows no output, that is, hledger is not in the path
  • ensure which hledger finds it
  • install desktop paisa on mac according to installation instructions
  • launch it for the first time according to Mac requirements per instructions to clear the security
  • now quit it
  • now open it via Spotlight
  • modify configuration (this can be done manually in ~/Documents/paisa/paisa.yaml)
    • point to your hledger journal
    • set ledger_cli to hledger
  • click Sync Journal in upper righthand corner dropdown menu
  • observe error dialog box describing failure exec: "hledger":executable file not found in $PATH

Expected behavior
Sync succeeds since hledger can be reached via which.

provide more release binaries with release-please and goreleaser

I'm on fedora, so non of the desktop release binaries work for me and i dont want to run it as a webserver.

if you use this goreleaser docker image with release-please then you can get rid of most your custom bespoke build workflows and easily provide everyone with all kinds of binary formats.

it'll also take care of building, publishing:

  • deb, rpm, arch
  • dmg,exe (signed and unsigned)
  • docker images

[Bug] Missing Values in More > Tax > Capital Gains

Describe your Environment
OS: Ubuntu (But the bug is present on demo.paisa.fyi, so I assume it affects all)
Paisa Version: 0.5.4
App Variant: CLI

Describe the bug
In More > Tax > Capital Gains, sold units, purchase price, sell price are 0.

To Reproduce
Steps to reproduce the behavior:

  1. Go to https://demo.paisa.fyi
  2. Click on More > Tax > Capital Gains
  3. Scroll down to 2022-2023
  4. Check the table with all values 0.

Expected behavior
The unit selling, purchase and sell price should be shown.

Screenshots

2023-10-08_02-53-01_screenshot

The app crashes if ISO dates are used

Describe the bug
When synchronizing the ledger, the application will crash if the ISO dates are used (YYYY-MM-DD).
I understand this setting comes from the locale but I have a book with ISO dates and the date is also configured in .ledgerrc. There should be a way to tell the application not to try to be too smart and decide which dates I should use. I'm not aware of any locale that has this format as the default, unfortunately.
Hence, this brief testing ends here, considering the application is really unusable in it's current state.

FATAL parsing time "2000-11-01" as "2006/01/02": cannot parse "-11-01" as "/"

FATAL while importing journal with syntax error

if I have any syntax error in the journal and try to Sync Journal the application fails with FATAL level

INFO    Syncing transactions from journal
INFO    POST 200 2498ms /api/sync                     clientIP=127.0.0.1 referer="http://localhost:7500/ledger/editor/main.ledger"
INFO    GET 200 23ms /api/editor/files                clientIP=127.0.0.1 referer="http://localhost:7500/ledger/editor/main.ledger"
INFO    POST 200 221ms /api/editor/validate           clientIP=127.0.0.1 referer="http://localhost:7500/ledger/editor/main.ledger"
INFO    Syncing transactions from journal
FATAL   exit status 1

If one runs an application it crashes with ugly error box. If one is running CLI version the front-end is always showin progress indication, while the back-end is dead.

Solution: produce a regular error and proceed without terminating application

Cannot run on Archlinux AMD64

Hi,

I downloaded the release for linux-amd64, did chmod u+x and then run. I got:

bash: /usr/bin/paisa: No such file or directory

But the file is there:

$ which paisa
/usr/bin/paisa

$ file `which paisa`
/usr/bin/paisa: ELF 64-bit LSB executable, x86-64, version 1 (SYSV), dynamically linked, interpreter /nix/store/bzd91shky9j9d43girrrj6vmqlw7x9m8-glibc-2.35-163/lib/ld-linux-x86-64.so.2, for GNU/Linux 2.6.32, Go BuildID=ppx4Ehjfvj-CNB53xu7s/9ZGYU2bZM1xA0cXd4EFI/QflLjt_j8aSugrnEKM4Y/uV3Qj3mc2auZq3cbb-1I, with debug_info, not stripped

I am not sure what is wrong here.
I am on Archlinux.

Is there a possibility that it is compiled for a different architecture?
Can you please provide steps to manually compile?

Thanks

Support for overdraft in checking accounts

Most of my debit cards have overdraft enabled, means value can be negative up to certain amount.

At the moment paisa has two issues working with such accounts:

  • Doctor page displays warning

The running balance of an asset account is not supposed to go negative at any time. This issue typically happens due to incorrect transaction entries.

  • Balance Units are not displayed on the Balance page. On screenshot below you can see only negative Market Value without Balance Units. However the next one with positive amount is OK.
    image

Test cases failed to run

Describe your Environment
OS: Ubuntu 22.04 (WSL 2)
Paisa Version: master branch

Describe the bug
3/5 tests are failing

  • src/lib/search/parser/parser.test.ts
    src/lib/search/parser/parser.test.ts:8:44 - error TS1343: The 'import.meta' meta-property is only allowed when the '--module' option is 'es2020', 'es2022', 'esnext', 'system', 'node16', or 'nodenext'.

    8 const caseDir = path.dirname(fileURLToPath(import.meta.url));
  • src/lib/search_query_editor.test.ts
SyntaxError: Cannot use import statement outside a module

       5 | import { placeholder } from "@codemirror/view";
       6 | import _ from "lodash";
    >  7 | import { writable } from "svelte/store";
         | ^
       8 | import {
       9 |   CompletionContext,
      10 |   autocompletion,

      at Runtime.createScriptFromCode (node_modules/jest-runtime/build/index.js:1496:14)
      at Object.<anonymous> (src/lib/search_query_editor.ts:7:1)
      at Object.<anonymous> (src/lib/search_query_editor.test.ts:2:1)
  • src/lib/import.test.ts
  ● Test suite failed to run

    Cannot find module 'pdfjs-dist/build/pdf.worker.js?url' from 'src/lib/pdf.ts'

    Require stack:
      src/lib/pdf.ts
      src/lib/sheet.ts
      src/lib/import.test.ts

      1 | import * as pdfjs from "pdfjs-dist";
      2 | import type { TextItem } from "pdfjs-dist/types/src/display/api";
    > 3 | import pdfjsWorkerUrl from "pdfjs-dist/build/pdf.worker.js?url";
        | ^
      4 |
      5 | if (pdfjs.GlobalWorkerOptions) {
      6 |   pdfjs.GlobalWorkerOptions.workerSrc = pdfjsWorkerUrl;

      at Resolver._throwModNotFoundError (node_modules/jest-resolve/build/resolver.js:427:11)

To Reproduce
Steps to reproduce the behavior:

  1. Run npm test

Expected behavior
All tests should pass.

[Enhancement] Expenses: Line graph enhancements

Right now the app is showing the overall month split, we can split this into day's view
image
I noticed the day-wise split in the calendar view on hover over as a tooltip, but if you can put this in this line graph the user can view this in a single glance.

Advantages

  • The user can view when they are spending the most in the month (weekdays vs weekends, month start vs end, etc.,)

Feat: More Import operators

As mentioned in Matrix, I would like to have access to more logic operators in the import.

Specifically:

  • contains / substring / startswith: My bank does a lot of "Transaction from ***", "Interest for ***"
  • greater than / less than: I do a lot of small transactions I would like to categorize into "general"
  • regexpExtract: Extract account numbers / recipients from fields

In hledger mode included UTF-8 journal causes failure to sync

Describe your Environment
OS: Mac Sonoma intel
Paisa Version: 0.5.3 (tweaked by author)
App Variant: Desktop
Locale: en-US

Describe the bug
Opening paisa via spotlight fails to sync for a hledger configuration when a main journal includes another journal that is in UTF-8 because of non-ASCII characters.

To Reproduce

  • place the attached journals in some directory
  • configure paisa to point to main.journal and be in hledger mode
  • ensure paisa is launched via Spotlight
  • try to sync
  • observe an error per below:
Screenshot 2023-10-03 at 9 02 11 PM

Expected behavior
Sync succeeds just like in ledger mode.

_paisa.tgz

Toggling mode causes data reload

Describe your Environment
OS: Windows 11
Paisa Version: 0.5.1
App Variant: Desktop

Describe the bug
Changing dark mode to light mode or vice versa reloads data

Expected behavior
Mode should change but data shouldn't be reloaded IMHO.

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