Commit Graph

38 Commits

Author SHA1 Message Date
Karim Kodera
4cdb26f9a7 Adding Concentric Donut Pie Chart type to custom report charts (#7038)
* Initial commit for concentric donut chart implementation

* [autofix.ci] apply automated fixes

* Update upcoming-release-notes/7038.md

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* Fix coderabbit comments (Recalculated total to avoid hidden cats, remove tooltip, add proper types)

* Update packages/desktop-client/src/components/reports/graphs/DonutGraph.tsx

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* Fix zero total group

* lint issues fix

* Fix lint issues

* Empty commit to retriger the process

* [autofix.ci] apply automated fixes

* Removed line betweeen arc and label. I beleive the view is cleaner this way.

* Fixed line for outer donut

* split active shape for concentric circles to avoid impacting original chart

* [autofix.ci] apply automated fixes

* Fixing mid point to align with mid point on inner circle

* 1- make line always start inside the core circle
2- fix bug where inner circle label was showing below the outer circle

* - Fixed Dashboard issue when height too low.
- Rewrite of the activeShape part for simplicity.
- Centralize radius calculation.
- Provide differnt dimensions for compact vs standard rendering
- fix mid line point to auto fix at 70% of the inner radius
- More readable code

* Update VRT screenshots

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PR: #7038

* Fixed distance issue for arc on single ring.

* [autofix.ci] apply automated fixes

* Update VRT screenshots

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PR: #7038

* Update packages/desktop-client/src/components/reports/graphs/DonutGraph.tsx

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* Fixing Code Rabbit Comments

* rerunning tests

* Added Group click through passing all categories iwth a workaorund on showActivity

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2026-03-17 20:10:30 +00:00
Pratik Silwal
ce890faeeb Fix Net Worth Calculations (#6968)
* fix: computed priorPeriodNetWorth and use it as a baseline for net worth calculations

* add release notes

* correct spelling

* Update VRT screenshots

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PR: #6968

* Update VRT screenshots

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PR: #6968

* Update VRT screenshots

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PR: #6968

* Update VRT screenshots

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PR: #6968

* Update VRT screenshots

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PR: #6968

* note

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2026-02-19 17:06:21 +00:00
Matt Fiddaman
a38104244a ⬆️ @playwright/test (1.57.0 → 1.58.2) (#7021)
* @playwright/test (1.57.0 → 1.58.2)

* note

* disable moving nav bar animations

* vrt
2026-02-19 00:19:54 +00:00
Alexis Vielma
68bb33e5e6 feat: add back button to reports pages (#6702)
* feat: add back button to reports pages

* Update VRT screenshots

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PR: #6702

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2026-02-13 02:35:08 +00:00
Tyler Durr
c57260a504 Remove comma from all instances of month-year strings (#6748)
* Remove comma from all instances of month-year strings, e.g., "January 2026" rather than "January, 2026"

* Update VRT screenshots

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PR: #6748

* All updated calls now include `locale` as an argument

* Update dependencies in `useEffect` to include `locale`

* Reorganized new import

* Remove double colon

* Consistent trailing commas

* Include locale in other dependency arrays

* Reorder imports

* Update VRT screenshots

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PR: #6748

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2026-02-05 00:27:00 +00:00
tabedzki
e4903ca6e3 Feat/add-budget-analysis-report (#6137)
* Add Budget Analysis report with full implementation

Co-authored-by: tabedzki <35670232+tabedzki@users.noreply.github.com>

* Add preset time ranges, intervals, bar chart, hide balance, and display controls

Co-authored-by: tabedzki <35670232+tabedzki@users.noreply.github.com>

* Fix duplicate function declaration syntax error in budget-analysis-spreadsheet.ts

Co-authored-by: tabedzki <35670232+tabedzki@users.noreply.github.com>

* Fix floating point precision error in daily/weekly intervals and replace interval button with dropdown

Co-authored-by: tabedzki <35670232+tabedzki@users.noreply.github.com>

* Make card always display monthly data and match report's chart type

Co-authored-by: tabedzki <35670232+tabedzki@users.noreply.github.com>

* fix: adjust widget placement and presentation

* fix: adjusted the dot presentation

* feat: added svg for line chart/barchart

* fix: added one month to the report

* added the upcoming release notes

* amended the upcoming release notes

* fix: removed unused variables

* formatted using prettier --write

* [autofix.ci] apply automated fixes

* feat: added new feature to the Reports Page in the test budget

* fix: amended the reports.test.ts file to expect Budget Analysis

* Update VRT screenshots

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PR: #6137

* Update VRT screenshots

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PR: #6137

* revert: removed the inclusion of the Budget Analysis tool from the test file

* Update VRT screenshots

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PR: #6137

* fix: changed the display to always be monthly since budgets are monthly; removed the 1month view

* [autofix.ci] apply automated fixes

* [autofix.ci] apply automated fixes (attempt 2/3)

* fix: removed comment

* feat: added experimental feature flag for Budget Analysis tool

* feat: Switched option to use SVG Icons instead of words to shorten horizontal layout

* Removed interval possibilities and removed unnecessary compact variable as indicated by CodeRabbit

* Update packages/desktop-client/src/components/reports/reports/BudgetAnalysisCard.tsx

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* Added basic documentation for Budget Analysis Report

* Update VRT screenshots

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PR: #6137

* Update VRT screenshots

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PR: #6137

* fix: added budget-analysis doc to sidebar

* Update VRT screenshots

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PR: #6137

* feat(reports): improve Budget Analysis report UI and behavior

- Update chart colors to match Cash Flow report style
  (Budgeted: blue, Balance: pageTextLight)
- Remove legend items from report view for cleaner UI
- Add 1 month quick select option to header
- Pass isConcise prop to BudgetAnalysisGraph for proper date formatting
- Add dynamic daily/monthly interval switching based on date range

* Update VRT screenshots

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PR: #6137

* feat(reports): refactor BudgetAnalysisGraph and improve isConcise calculation according to Rabbit AI

* feat(reports): add translation support for Budget Analysis graph labels

* feat(reports): centralize translation for Budget Analysis graph labels

* feat: use the budget values directly from the budget spreadsheet/server

* feat: enhance budget analysis with overspending adjustments and detailed reporting

* style: format code for better readability in BudgetAnalysis and budget-analysis-spreadsheet components

* refactor: remove unused variables

* docs: added in the image to the docs

* fix: reimplement support for conditionsOp

* [autofix.ci] apply automated fixes

* style: simplify budget analysis labels for clarity

* fix: add the on copy function

* feat: tooltip improvements

* feat: enhance budget analysis to track overspending adjustments across months

* fix: removed the absolute value for spent

* feat: update the charts to look closer to the CashFlow report

* fix: correct financial formatting for totalSpent in BudgetAnalysis

* feat: add filterExclude prop to Header and BudgetAnalysis for improved filtering options

* feat: implement privacy mode for Y-axis values in BudgetAnalysisGraph

* feat: change default graph type to Bar in BudgetAnalysis

* feat: remove commented-out filter button code in Header component

* feat: remove commented-out code for filter exclusion in Header component

* fix: update the feedback link to the dedicated issue

* refactor: financial display components to use FinancialText for consistency in Budget Analysis reports

* fix: update the card to also start as bar graph

* docs: update Budget Analysis report to include category filtering information

* style: refactor imports and whitespace

* refactor: simplify inline content structure in BudgetAnalysis component

* [autofix.ci] apply automated fixes

* Update VRT screenshots

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PR: #6137

* fix: removed color descriptors from the chart

* fix: update color themes for Budget Analysis to use custom theme definitions

* [autofix.ci] apply automated fixes

* feat: update Budget Analysis merge md file

* Update VRT screenshots

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PR: #6137

* fix: update budget analysis report image

* fix: white space adjustment in descriptor

* [autofix.ci] apply automated fixes

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2026-01-24 20:00:10 +00:00
Mats Nilsson
331aafda30 Create an option for stacked net worth graph (#6603)
This commit adds an option to the net worth graph that makes it into a
stacked line graph.
2026-01-23 16:29:30 +00:00
Matt Fiddaman
8eadd09bfc fix monthly spending number colouring (#6756)
* fix monthly spending summary colouring

* note

* Update VRT screenshots

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PR: #6756

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2026-01-23 11:11:37 +00:00
Matt Fiddaman
7a5bfe7c20 use consistent colours on the budget page (#6747)
* fix colouring of non-numerical summary cards

* define new colours

* use new colours on budget page

* use colours on account pages

* note

* Update VRT screenshots

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PR: #6747

* fix mobile colouring

* Update VRT screenshots

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PR: #6747

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2026-01-22 11:58:15 +00:00
Matt Fiddaman
a35fdf4d18 make colours on reports page consistent (#6672)
* add colour definitions

* chart theme definitions

* replace with new colour variables

* clean up chart-theme

* merge fixes

* note

* Update VRT screenshots

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PR: #6672

* coderabbit

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2026-01-21 18:06:00 +00:00
Matt Fiddaman
de0f4e9440 ⬆️ upgrade react deps (#6717)
* react & react-dom

* react-virtualized-auto-sizer v2

* react-grid-layout v2

* note

* Update table.tsx

Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com>

* Update VRT screenshots

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PR: #6717

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2026-01-19 18:53:15 +00:00
Matt Fiddaman
3c302b3af9 apply tabular number styles more consistently (#6661)
* reports/reports

* reports/graphs

* account balance

* budgets

* goals

* reports stragglers

* rules

* schedules

* table

* bank sync modal

* spreadsheet

* inputs

* cover menu

* note

* agent configs, and coderabbit review rule

* Update VRT screenshots

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PR: #6661

* fix test

* rename to FinancialText

* lint

* Update VRT screenshots

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PR: #6661

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2026-01-19 16:39:16 +00:00
Copilot
b50d48a31a Fix sidebar link highlighting for nested routes (#6669)
* Initial plan

* Add release notes for PR #6669

* Fix Reports link highlighting in sidebar for nested routes

Co-authored-by: MatissJanis <886567+MatissJanis@users.noreply.github.com>

* Simplify by hardcoding end={false} in InternalLink

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* Update VRT screenshots

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PR: #6669

* Fix All accounts link to use exact matching

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* Update VRT screenshots

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PR: #6669

* Merge master and accept incoming screenshot changes

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* Remove screenshot changes from current branch

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* Revert all remaining screenshots to master versions

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* Rename 'end' prop to 'isExactPathMatch' for clarity

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* Update VRT screenshots

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PR: #6669

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2026-01-18 18:11:07 +00:00
Stephen Brown II
f5377ac7b7 chore: migrate from inter-ui to @fontsource-variable/inter (#6436)
* Update inter-ui to latest npm package: ^4.1.1

* chore: migrate from inter-ui to @fontsource-variable/inter

- Replace inter-ui v3.19.3 with @fontsource-variable/inter v5.2.8
- Import variable font CSS directly via @import statements
- Update font-family declarations to use 'Inter Variable' to match Fontsource naming
- Simplifies path resolution and removes custom SCSS overrides

* Add release notes

* Enable Inter font features

Add ss04 to styles.tnum

Remove font feature settings and always apply in tnum style

Always enable alternate digits (ss01) and slashed zero (zero) font features
instead of making them user-configurable preferences.

* Add font feature settings to mobile financial amounts

Apply styles.tnum to mobile components displaying financial amounts
to enable OpenType features (tnum, ss01, ss04) for proper number styling:
- TransactionListItem: transaction amounts and running balance
- BudgetTable: header totals, ToBudget, and Saved amounts
- ExpenseGroupListItem: expense group totals
- BudgetCell, SpentCell, BalanceCell: category amounts
- IncomeGroup: income group amounts
- SchedulesListItem: schedule amounts

This ensures consistent digit rendering with serifs on "1" and open
digit forms across all mobile transaction, budget, and schedule views.

* Update VRT screenshots

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* Update VRT screenshots

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PR: #6436

* revert VRT changes

* remove lint line

* Update VRT screenshots

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PR: #6436

* Update VRT screenshots

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PR: #6436

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2026-01-14 20:36:43 +00:00
Will Thomas
c1720f35fd Add Report pages (#6411)
* Adding multiple report pages

* Adding release notes

* Updating release note number

* Update VRT screenshots

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PR: #6411

* Fixing deletion id, allowing empty dashboard name, adding custom report dashboard saving, new dashboard default to empty

* Update VRT snapshots for command bar, payees, and schedules tests

* Update VRT snapshots for payees page visuals and search functionality tests

* Towards move/copy logic (need widget meta copy still!)

* refactor move widget to use add and remove

* Move/Copy modal

* fixes for rename duplicate calls, rename focus issue, and deletion undefined issue

* Update VRT screenshots

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PR: #6411

* some bug/clarity fixes

* better type discipline, dashboard_pages schema, PR review fixes

* re-org of dashboard pages into dropdown, better mobile support, rename moved to title icon

* dashboard spacing fix (even for ridiculously long names), widget type-checking function

* Fix translation interpolation

* Fixing copy vs. move filename, removing old rename modal, minor review tweaks

* overview change simplification, routing error handling, move -> copy migration

* renaming for dashboard pages and error handling

* abstracting out `isWidgetType` function

* Update VRT screenshots

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PR: #6411

* Reorganizing dashboard selector and vertical separator, fix widget tombstoning and undoability

* [autofix.ci] apply automated fixes

* Update VRT screenshots

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PR: #6411

* fix dashboard not found spinner, fix dashboard deletion redirect, add SaveReportWrapper

* fix some deletion navigation issues and idioms

* Update VRT screenshots

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PR: #6411

* Translate 'modified' status in SaveReport component

* [autofix.ci] apply automated fixes

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2026-01-13 22:41:47 +00:00
Matiss Janis Aboltins
d9a1260c91 lint: actual/typography disallow using curly quotes (#6454)
* Update typography rule to disallow curly quotes with auto-fix

- Reverse typography rule to detect and flag curly quotes instead of straight quotes
- Add auto-fixer that converts curly quotes to straight quotes
- Fix auto-fixer to properly escape quotes when they match string delimiters

* Fix quotation marks in error messages and formatting strings across multiple files

- Standardize quotation marks from curly to straight in error messages and string formatting for consistency.
- Update various components and utility files to ensure proper string handling and improve readability.

* Standardize quotation marks across multiple files

- Replace curly quotes with straight quotes in various documentation and code files for consistency and improved readability.
- Update error messages, comments, and documentation to ensure uniformity in string formatting.

* Standardize month formatting across multiple components

- Update month formatting strings from "MMMM 'yy" to "MMMM ''yy" in various components and utility files for consistency.
- Ensure uniformity in how months are displayed throughout the application.

* Refactor typography rule to enhance curly quote handling

- Simplify the error reporting mechanism for curly quotes by creating a shared fix function.
- Update test cases to include various curly quote scenarios for improved coverage.
- Ensure consistent handling of curly quotes in formatting functions across multiple files.

* Refactor typography handling and update tests for curly quotes

- Replace curly quotes with their Unicode equivalents in typography rule and related test cases for consistency.
- Remove unnecessary eslint-disable comments to improve code clarity.
- Ensure proper handling of quotes in arithmetic and utility tests to align with updated typography standards.

* Update VRT screenshots

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PR: #6454

* Fix: Correct typo in budget cell notification message

Co-authored-by: matiss <matiss@mja.lv>

* Update VRT screenshots

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PR: #6454

* Temporarily disable i18n string extraction workflow

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2025-12-20 19:51:16 +00:00
Stephen Brown II
c6fcdb06e4 Right-align report table numeric columns (#6355)
* Right-align report table numeric columns

* Set textAlign=right on unexposedContent

* Update VRT screenshots

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PR: #6355

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2025-12-13 00:17:35 +00:00
Jonathon Jongsma
9c9a98844f Fix detection of crossover point for low expense months (#6371)
* Fix detection of crossover point for low expense months

Always compute the expense projection and calculate the crossover point
based on the projection instead of individual historical expense data
because otherwise a low expense month can incorrectly trigger a false
crossover point detection.

See comment at
https://github.com/actualbudget/actual/issues/6134#issuecomment-3608140098
for more information.

Signed-off-by: Jonathon Jongsma <jonathon@quotidian.org>

* Update VRT screenshots

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PR: #6371

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2025-12-11 20:00:16 +00:00
espege
4bd0303b1a add "last month" mode date filter to reports (#6222)
* feat: add "last month" mode to reports

* [autofix.ci] apply automated fixes

* chore: fix release note

* Update VRT screenshots

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PR: #6222

* chore: UseCallBack instead of useEffect

* chore: respect call convention

* chore: simplified case and leverage useCallback

* chore: fix linter warning

* [autofix.ci] apply automated fixes

* chore: adding brace wrapping in case

* chore: clearer comment

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2025-12-04 19:56:59 +00:00
Matiss Janis Aboltins
a1183755c1 Fix flaky cash flow chart e2e test by disabling animations (#6208) 2025-11-19 23:25:00 +00:00
Matiss Janis Aboltins
957bfe240d Fix flaky merkle test by enforcing deterministic key ordering (#6165) 2025-11-19 18:04:25 +00:00
Matt Fiddaman
f3419a4ee2 fix flaky reports tests (#6193)
* add isTestEnv hook

* disable all recharts animations in test env

* note

* drop all reports snapshots

* Update VRT screenshots

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PR: #6193

* disable animation instead of zeroing duration

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2025-11-18 17:35:49 +00:00
Juulz
7a4ec20bac Update Settings doc - fixes issue #6183 (#6197)
* Update index.md

New screenshots. Add new settings

* Add files via upload

New screenshots for setting page

* Update index.md

Small adjustments

* Update VRT screenshots

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PR: #6197

* Update index.md

More small adjustments to formatting.

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2025-11-18 09:57:42 -07:00
Michael Süssemilch
9870e93c87 feat(currency): add idr currency (#6173)
* feat(currency): add IDR

* add release notes

* Update VRT screenshots

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PR: #6173

* fix: Rp. to Rp

* Update VRT screenshots

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PR: #6173

* Update VRT screenshots

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PR: #6173

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2025-11-18 00:17:11 +00:00
Matt Fiddaman
1ce2280a49 ⬆️ mid month dependency bump (#6159)
* bump various dependencies

* note

* fix types

* [autofix.ci] apply automated fixes

* Update VRT screenshots

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PR: #6159

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2025-11-16 17:04:34 +00:00
Joel Jeremy Marquez
8019d9f61b Update react compiler to v1 (#5971)
* Update react compiler

* Update VRT screenshots

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PR: #5971

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2025-10-20 16:14:30 -07:00
Matiss Janis Aboltins
0af2c6c2fb Update default dashboard (#5924) 2025-10-18 16:34:41 +02:00
Matt Fiddaman
cc2e329e8e show empty data points on line graph reports (#5815)
* draw zero points

* note

* Update VRT

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2025-10-05 14:22:51 +01:00
POGMAN
3c34603111 Add 'Prior year to date' time range (#5419)
* add 'Last year to date' time range

* Rename 'Last YTD' to 'Prior YTD'

* Day accurate prevYear for Prior YTD

* Update VRT
2025-08-07 13:31:12 -07:00
POGMAN
82a3c97222 Add colors to ReportTable "Totals" row (#5104)
* add colors to ReportTable

* Update VRT

* use default color for zero values

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2025-07-21 02:23:30 -04:00
Sai Pratyush Cherukuri
202af094af enhancement: add interval selector for net worth report (#5282)
* feat: add interval selector for net worth graph

* docs: add release notes

* chore: reformat code

* fix: resolve review comments

* Update VRT

* chore: dummy commit

* feat: handle intervals in net worth card

* fix: handle date ranges inclusively

* fix: enhance date formatting and normalise x-axis tick size

* [autofix.ci] apply automated fixes

* [autofix.ci] apply automated fixes (attempt 2/3)

* Update VRT

* feat: move interval selector inline

* fix: change label to current interval

* Update VRT

* feat: header wrapping for networth, calendar, cashflow and summary

* Update VRT

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
2025-07-11 12:28:34 -07:00
Matiss Janis Aboltins
b5f29ccb4a show account historical balance change in side-nav hover tooltip (#5085) 2025-06-13 20:07:16 +01:00
Matt Fiddaman
4c15647f7f ⬆️ upgrade low risk dependencies to their newest minor version (#5025)
* vitest

* types

* eslint

* better-sqlite3

* pluggy-sdk

* globals

* google-protobuf

* fast-check

* chokidar

* i18next

* openid-client

* playwright

* lru-cache

* memfs

* redacted font

* sass

* @vitejs/plugin-basic-ssl

* re-resizable

* rollup-plugin-visualizer

* note

* update vrt screenshots

* vrt
2025-05-21 16:56:07 -04:00
Matiss Janis Aboltins
cc02970a16 ⬆️ upgrade to React v19 (#4700) 2025-04-10 08:49:38 +01:00
ADRROE
0d420ab4d9 Add functionality to download custom reports as an image. (#4219)
* Add functionality to download custom reports as an image.

* Add functionality to download custom reports as an image.

* Switched from html2canvas to html-to-image due to size considerations.

* Snapshot filename

* Add functionality to download custom reports as an image.

* Add functionality to download custom reports as an image.

* Update ReportTopbar.tsx

Fixed mistake

* Use existing date function

* fix imports

* Update VRT

* move component out of common in aid of components lib migration

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-04-08 11:20:22 -04:00
Joel Jeremy Marquez
5214549ed3 [Mobile] Change budget table colors when on non-current month (#4448)
* Change budget table colors when on non-current month

* Release notes

* Update VRT

* Dummy commit

* Revert calendar icon

* Update VRT

* Update schedule icons

* Update VRT

* Dummy commit

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-02-25 08:41:40 -08:00
Joel Jeremy Marquez
f7f58847dc useDisplayPayee hook to unify payee names in mobile and desktop. (#4213)
* useDisplayPayee hook to unify payee logic in mobile and desktop

* Release notes

* Fix typecheck errors

* Fix test

* Update test

* Revert (No payee) color

* Fix tests

* VRT

* Fix category transactions

* Fix lint and VRT

* Update VRT

* Translate

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-02-19 15:57:01 -08:00
Joel Jeremy Marquez
012cfd09ea [TypeScript] Convert playwright config and tests to TS (#4217)
* Convert playwright config and tests to TS

* Release notes

* Update VRT

* Dummy commit

* Delete js snapshots

* Fix call to expect

* Move extended expect and test to fixtures

* Fix wrong commit

* Fix typecheck error

* Update VRT

* Dummy commit to run GH actions

* Delete mobile budget test JS

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-01-22 09:00:10 -08:00