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CHANGELOG
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CHANGELOG
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### V0.7.1 - Beta - 2024-02-25
- Added `Sort by Date` button
- Added table information at bottom (row count, min date and max date)
### V0.7.0 - Beta - 2024-02-25
- Added **mathjs** module to use the `expression` function, it lets you do stuff like this in the **value** column: `100+50`, `1200/100`, `20*12` and so on.
- More information available here : https://mathjs.org
### Version 0.6.7 - Beta - 2024-02-23
- Added **Radar Chart** Support
### Version 0.6.6 - Beta - 2024-02-23
- Added **Pie Chart** Support
- Tested only the model `incomesExpensesYearly`
### V0.6.0 - Beta - 2023-10-28
New documentation Link: https://studiowebux.github.io/obsidian-plugins-docs/docs/category/plugin-financial-doc
- Changed naming:
- Types => Categories
- Id => Subcategory
- Types => View (to use : chart or report in the snippet)
- Moved documentation to an external page with screenshot and examples and etc.
- Added toggle button to show/hide extra information about a chart
- Added new reports (difference and sum, this is still under heavy development, I still want to improve that part, but I need to merge.)
- Improved settings, added new options (see documentation for all information about it)
- Added Chart type and configuration (not locked to money anymore)
- CSV Header should be change to Category and Subcategory (see documentation)
- **BREAKING CHANGES:** the default.json has been updated massively to reflect all the changes. (Documentation with updated default configuration: https://studiowebux.github.io/obsidian-plugins-docs/docs/findoc/defaultConfigurations/)
- Added new methods (sum, difference, splitBy, code cleanup and renaming to match new implementation) still a lot of work to do in that file but I want to merge the current state.
- Improved Error handling for few cases. (still working on that one as well)
- Updated CSS a little bit...
- Added test data and two file with a bunch of tests and commands, my goal is to improve the model and make it easy to build new models.
### V0.5.4 - Beta - 2023-09-28
- Added autocomplete for IDs (auto fill the type and the id when clicked)
- Allow to use the last row as a template when clicking Add New Row
- Added configuration to enable/disable the add new row template
- Added Button to duplicate an entry (it is appended at the end of the table)
![New Interface](./docs/v0.5.4/new-interface.png)
![Auto complete](./docs/v0.5.4/autocomplete.png)
<details>
<summary>### V0.5.3 - Beta POC - 2023-09-27</summary>
- Optional Title for Charts
- Load multiple CSV Files
- Added icons
- Reorder rows
- New model to chart cumulative sum (per types and/or id)
```findoc
filename: finance.csv, finance_2.csv
model: cumulativeSum
type: chart
title: Chart Title
```
```findoc
filename: finance.csv
model: cumulativeSumPerTypes
type: chart
title: Chart Title
```
![Cumulative Sum](./docs/v0.5.3/cumulsum.png)
![Cumulative Sum Per Types](./docs/v0.5.3/cumulsumpertypes.png)
![Cumulative Sum Per Types with Multiple Inputs](./docs/v0.5.3/cumulsummulti.png)
![Reordering Rows](./docs/v0.5.3/rows.png)
</details>
<details>
<summary>### V0.5.2 - Beta POC - 2023-05-31</summary>
- Requires to update your configuration to add the new findoc snippet.
- Added PoC for the reports, currently it is a simple example
- It does only work with the current setting, see default values.
```findoc
filename: ./finance.csv
model: portfolioReport
type: report
date: 2023-05-01
```
```findoc
filename: ./finance.csv
model: portfolioReport
type: report
date: 2023-04-01
```
![Output](./docs/v0.5.2/0.5.2-report-poc.png)
</details>
<details>
<summary>### V0.5.1 - Beta - 2023-05-05</summary>
- Removed nodejs path dependency (tested on windows, macos and Iphone)
- Removed Custom debounce function, validate debounce input in settings, default value is not valid.
- Moved all inline styles to styles.css
- Reworked the colors assignation, injecting colors, replace the way the params are pass into the functions.
</details>
<details>
<summary>### V0.5.0 - Beta - 2023-05-03</summary>
- Bug fixes and refactor
- Content editable is more intuitive, no risk to break everything
- You can use tab to navigate the table
- Added delete row button
- Add, Edit and remove color
- Improved Categories selection in settings tab
- UI and Information addition
![Delete Row](./docs/V0.5.0/delete-row.png)
![Edit and Delete color](./docs/V0.5.0/colors.png)
![Select Categories in Settings](./docs/V0.5.0/categories-settings.png)
</details>
<details>
<summary>### V0.4.1 - Beta - 2023-05-02</summary>
- Bug fixes
- Dropdown to select the transaction type
![Dropdown Types](./docs/V0.4.1/dropdown.png)
</details>
<details>
<summary>### V0.4.0 - Beta - 2023-05-02</summary>
- Improved (hopefully) the UI when editing a CSV file, wrapped a table in a div with content editable. This way I think it is the best of both solution.
- The saving system should be better since no more handling of csv separator
![Table View](./docs/V0.4.0/table_view.png)
![Table View Button](./docs/V0.4.0/table_view_btn.png)
</details>
<details>
<summary>### V0.3.4 - Alpha - 2023-04-20</summary>
- Fixed Mobile CSV Edition, adding margin to show all text (Tested on Iphone only)
- Improve error handling and user interaction
- updated method name to prepare the data
- Added chart details in the footer
</details>
<details>
<summary>### V0.3.3 - Alpha - 2023-04-20</summary>
- Fixed mobile support
- Fixed dropdown current value selection
</details>
<details>
<summary>### V0.3.2 - Alpha - 2023-04-19</summary>
- Added new Methods to prepare the chart
- Filter per types instead of categories
- ISSUE Found: **Not Fixed**. Saw saving issues while copy pasting row in the CSV File
</details>
<details>
<summary>### V0.3.1 - Alpha - 2023-04-13</summary>
- Added Windows Support
</details>
<details>
<summary>### V0.3.0 - Alpha - 2023-04-13</summary>
- Added Mobile Support
</details>
<details>
<summary>### V0.2.0 - Alpha - 2023-04-13</summary>
- Added new type: `Expenses`
- Started to switch the typescript `any` to correct types
- Moving code to smaller files
- Added Github Action Pipeline
- The debounce seems to be better using this implementation (Still backup your file often)
- Handle data type to show proper symbol
- bug fixes
- Handling invalid CSV lines
- Handling empty lines
</details>
<details>
<summary>### V0.1.0 - Alpha - 2023-04-11</summary>
- Refactor code
- Added configuration using Obsidian Settings
- Added screenshots
- Fix few bugs
- Specifying default values and test them
- Fix few issues with the inline CSV file. (Backup your file often !)
- There still a bug regarding the saving system, I had to find a dirty workaround.
</details>
<details>
<summary>### V0.0.0 - Alpha - 2023-04-09</summary>
- Open and Edit CSV Files in Obsidian
- Generate Charts in Obsidian
- Provided few models to see financial progress
</details>