1.3.1

Flat Financing v1.3.1 Release Notes

This release focuses heavily on internal code quality, strict typing compliance, and ensuring full compatibility with modern Obsidian APIs (specifically multi-window support).

🛠 Fixes & Improvements

Multi-Window & Popout Compatibility

• Active Document Scoping: Replaced global document references with activeDocument to ensure modals and dynamically created DOM elements behave correctly when the plugin is used inside a popped-out Obsidian window.
• Safe Timeouts: Upgraded setTimeout calls to window.setTimeout() to guarantee timers execute in the correct window context.

Code Quality & Strict Typing

• Strict TypeScript Compliance: Resolved widespread "Unsafe assignment" and "Unsafe member access" warnings across the dashboard, settings, and modal components. This brings the plugin into full compliance with strict ESLint and TypeScript rules.
• Chart.js Type Safety: Replaced implicit any contexts inside Chart.js tooltip callbacks with explicit typing, eliminating unsafe member access warnings and making chart rendering more robust.
• Resolved Circular Dependencies: Fixed a TypeScript architectural issue where circular imports between main.ts and modals.ts caused type inference to fail for all modal constructors.

Modernized API Usage

• Deprecated API Removal: Removed the deprecated setWarning() API for modal buttons. Replaced it with .setClass("mod-warning"), ensuring buttons remain styled identically (red/destructive) without triggering warnings or breaking compatibility with older Obsidian versions.
• Static Styling: Removed legacy setCssStyles usage in favor of direct, modern .style assignments.
• Build Tooling: Swapped the deprecated external builtin-modules package in esbuild.config.mjs with the native Node.js node:module.

📦 Maintenance

• Minor regex optimizations for input escaping in the dashboard.
• Cleaned up unnecessary non-null assertions across file parsing routines.

1.3.0

v1.3.0 - The Visual Revamp & Cumulative Tracking Update
This release brings a massive visual overhaul to the Flat Financing dashboard, introduces powerful new data tracking tools, and implements robust wildcard filtering to make navigating your Beancount data easier than ever.

✨ What's New
Modern UI Overhaul: The entire dashboard has been comprehensively reimagined. We've introduced glassmorphism, depth-enhancing shadows, sleek segmented tabs, and smooth hover micro-animations. The layout natively inherits and respects your active Obsidian theme for a cohesive, premium experience.
Cumulative Expenses Tracking: Added a brand new line chart visualization to the dashboard. You can now track your cumulative expenses over time to instantly see your spending trajectory.
Periodic Savings KPI: Added a clear, front-and-center KPI card to the top of the dashboard, allowing you to instantly track your total net savings during the selected timeframe.
Wildcard Search Support: Advanced filtering just got better. You can now seamlessly use wildcards () in account filters (e.g., searching Expenses:Food: captures all sub-categories instantly) on both the Transactions and Summary tabs.
🛠️ Improvements & Fixes
Default Visualizations: The Visualization tab now cleanly defaults to selecting all account types (Assets, Liabilities, Income, Expenses, Equity). Additionally, if you intentionally uncheck all types, the dashboard intelligently clears the data view rather than ignoring the filter.
Space Optimization: Filter rows, input paddings, and control gaps have been tightened up. The filter menus now take up significantly less vertical screen real estate, maximizing the room for your charts and tables!
Simplified Charts: Removed redundant/cluttered visualizations to keep the core dashboard focused, beautiful, and highly performant.
Bug Fix: Resolved an issue where wildcard searches were failing to properly apply to the Transaction tab filters.
Bug Fix: Fixed a bug where the Account Distribution pie chart would occasionally fail to refresh its data when interacting with the Start Date / End Date bounds.

1.2.0

We are excited to bring you the 1.2.0 update for Obsidian Flat Financing! This release introduces powerful new tools for budget management and savings tracking, along with quality-of-life UI improvements.

✨ New Features
Savings Goals Tab 🎯
You can now track dedicated savings allocations across your asset accounts.
Features visual progress bars mapping your free vs. reserved balances so you always know exactly how much cash is available after accounting for your long-term goals.
Expense Targets Tab 📉
Set monthly target limits for specific expense accounts (e.g. "Groceries" or "Fuel").
Dynamically monitor your actual spending progress against these targets using newly integrated bullet charts.
Delete Transactions Directly 🗑️
Managing your ledger just got easier. You can now delete records directly from the Transactions view by simply clicking the trash icon next to a transaction.
🛠️ Bug Fixes & UI Improvements
Dashboard View Optimization: Fixed an issue where excessive bottom margins on the dashboard tabs were hiding almost 30% of the page. The tables and charts will now properly fill the available vertical space on your screen.
Privacy Mode Fix: Fixed the "Hide Balances" toggle to correctly obscure raw financial amounts on the Y-axis of the Income vs. Expense graph.

1.1.1

Release 1.1.1: Visualization Engine & CSV Data Imports! 🎉

This major release transforms the Accounting Dashboard from a purely tabular footprint into a fully dynamic analytics environment, alongside deploying critical privacy upgrades and native tools to board external legacy banking data without touching raw text parameters!

✨ New Features

1. The Visualization Dashboard
   Chart.js Integration: The dashboard now defaults to a brand new Visualization tab.
   Account Distribution Modeling: Instantly assess your active filtering footprints using a responsive interactive Doughnut chart. Contains custom settings to dynamically label boundaries or render cleanly out via legend keys!
   Data-Driven Flow Trajectories: Added smooth temporal line tracking engines generating explicit Income vs Expense overlays directly above global Date-wise net worth tracking trajectories without manual timeline structuring.
   Top-Level KPI Summaries: Spawns native quick-reference metric badges covering absolute aggregate Net Worth, Total Earnings, and Periodic Expenses over targeted bounds automatically!
2. Live Data Imports & CSV Boarding
   Dedicated Parser Logic: Seamlessly onboard raw bank dumps or legacy tracker sheets straight into your .beancount layout directly from the Dashboard!
   Dynamic Field Mapper: Uploading .csv targets spawns an interactive dropdown matrix letting you manually bind explicit sheet columns into specific Beancount logic constraints (Date, Amount, Source Account, Target Account, Tags, Type, Description).
   Resilient Engine Limits: The new custom text-parser prevents internal commas inside formatting or explicit descriptions from breaking arrays. Automatically filters out failed rows, manages empty bounds logically, and allows dynamic real-time delimiter swapping ( ,, ;, |, Tab) instantly without forcing file re-uploads!
3. Global Privacy Masking ("Hide Balances")
   Overhauled the legacy granular balance toggles into a single, global native Hide Balances privacy constraint!
   Securely obscures sensitive absolute aggregate markers, Net Worth strings, and precise transactional scales into formatted *** boundaries dynamically across the entire app.
   Interactive charting and trajectory nodes automatically scrub axis scales completely and generate generalized percentage properties natively into your tooltips! Tracking structure remains explicitly visible while keeping granular dollar-values protected.
   Data exports reliably lock to the Privacy boundaries seamlessly preventing numeric leakage natively.
   🛠 Fixes & Styling
   Substantially restructured and refined interactive spacing metrics creating robust padding constraints natively extending layout flows beyond strict mobile borders securely!
   Improved dashboard filtering speeds efficiently decoupling tab limits logically onto corresponding boundaries smoothly (e.g. Visualization arrays safely ignore distinct Source/Tag logic inputs!)

1.1.0

Release 1.1.0: Visualization Engine & CSV Data Imports! 🎉

This major release transforms the Accounting Dashboard from a purely tabular footprint into a fully dynamic analytics environment, alongside deploying critical privacy upgrades and native tools to board external legacy banking data without touching raw text parameters!

✨ New Features

1. The Visualization Dashboard
   Chart.js Integration: The dashboard now defaults to a brand new Visualization tab.
   Account Distribution Modeling: Instantly assess your active filtering footprints using a responsive interactive Doughnut chart. Contains custom settings to dynamically label boundaries or render cleanly out via legend keys!
   Data-Driven Flow Trajectories: Added smooth temporal line tracking engines generating explicit Income vs Expense overlays directly above global Date-wise net worth tracking trajectories without manual timeline structuring.
   Top-Level KPI Summaries: Spawns native quick-reference metric badges covering absolute aggregate Net Worth, Total Earnings, and Periodic Expenses over targeted bounds automatically!
2. Live Data Imports & CSV Boarding
   Dedicated Parser Logic: Seamlessly onboard raw bank dumps or legacy tracker sheets straight into your .beancount layout directly from the Dashboard!
   Dynamic Field Mapper: Uploading .csv targets spawns an interactive dropdown matrix letting you manually bind explicit sheet columns into specific Beancount logic constraints (Date, Amount, Source Account, Target Account, Tags, Type, Description).
   Resilient Engine Limits: The new custom text-parser prevents internal commas inside formatting or explicit descriptions from breaking arrays. Automatically filters out failed rows, manages empty bounds logically, and allows dynamic real-time delimiter swapping ( ,, ;, |, Tab) instantly without forcing file re-uploads!
3. Global Privacy Masking ("Hide Balances")
   Overhauled the legacy granular balance toggles into a single, global native Hide Balances privacy constraint!
   Securely obscures sensitive absolute aggregate markers, Net Worth strings, and precise transactional scales into formatted *** boundaries dynamically across the entire app.
   Interactive charting and trajectory nodes automatically scrub axis scales completely and generate generalized percentage properties natively into your tooltips! Tracking structure remains explicitly visible while keeping granular dollar-values protected.
   Data exports reliably lock to the Privacy boundaries seamlessly preventing numeric leakage natively.
   🛠 Fixes & Styling
   Substantially restructured and refined interactive spacing metrics creating robust padding constraints natively extending layout flows beyond strict mobile borders securely!
   Improved dashboard filtering speeds efficiently decoupling tab limits logically onto corresponding boundaries smoothly (e.g. Visualization arrays safely ignore distinct Source/Tag logic inputs!)

1.0.6

Full Changelog: 1.0.5...1.0.6

1.0.3

• Moved inline styles to styles.css
• Replaced onkeypres with onkeydown.

1.0.2

Create new beancount file if not already present

1.0.0

Initial release of obsidian-accounting plugin.
This release contains:

• Account Creation
• Logs Transactions
• Dashboard with Account Summary, Transactions with account and date wise filter