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7 Commits

Author SHA1 Message Date
autofix-ci[bot]
25c5a59ca1 [autofix.ci] apply automated fixes 2026-01-09 13:53:10 -08:00
Joel Jeremy Marquez
de6f7cb59b Rename to ComboBox 2026-01-09 13:53:10 -08:00
Joel Jeremy Marquez
db8e994bd0 yarn install 2026-01-09 13:52:37 -08:00
Joel Jeremy Marquez
4567235f3e Fix typecheck error 2026-01-09 13:51:18 -08:00
Joel Jeremy Marquez
4406c2515f Fix lint and typecheck errors 2026-01-09 13:51:18 -08:00
Joel Jeremy Marquez
e8508310e2 Cleanup 2026-01-09 13:51:18 -08:00
Joel Jeremy Marquez
28db29ac5e Implement PayeeAutocomplete2 based on react-aria-component's ComboBox 2026-01-09 13:51:18 -08:00
60 changed files with 690 additions and 3246 deletions

View File

@@ -14,6 +14,7 @@
"./block": "./src/Block.tsx",
"./button": "./src/Button.tsx",
"./card": "./src/Card.tsx",
"./combo-box": "./src/ComboBox.tsx",
"./form-error": "./src/FormError.tsx",
"./initial-focus": "./src/InitialFocus.ts",
"./inline-field": "./src/InlineField.tsx",

View File

@@ -0,0 +1,198 @@
import {
type ComponentProps,
useRef,
useContext,
type KeyboardEvent,
useEffect,
createContext,
type ReactNode,
} from 'react';
import {
ComboBox as AriaComboBox,
ListBox,
ListBoxItem,
ListBoxSection,
type ListBoxSectionProps,
type ComboBoxProps as AriaComboBoxProps,
type ListBoxItemProps,
ComboBoxStateContext as AriaComboBoxStateContext,
type Key,
} from 'react-aria-components';
import { type ComboBoxState as AriaComboBoxState } from 'react-stately';
import { css, cx } from '@emotion/css';
import { Input } from './Input';
import { Popover } from './Popover';
import { styles } from './styles';
import { theme } from './theme';
import { View } from './View';
const popoverClassName = () =>
css({
...styles.darkScrollbar,
...styles.popover,
backgroundColor: theme.menuAutoCompleteBackground,
color: theme.menuAutoCompleteText,
padding: '5px 0',
borderRadius: 4,
});
const listBoxClassName = ({ width }: { width?: number }) =>
css({
width,
minWidth: 200,
maxHeight: 200,
overflow: 'auto',
'& [data-focused]': {
backgroundColor: theme.menuAutoCompleteBackgroundHover,
},
});
type ComboBoxProps<T extends object> = Omit<
AriaComboBoxProps<T>,
'children'
> & {
inputPlaceholder?: string;
children: ComponentProps<typeof ListBox<T>>['children'];
};
export function ComboBox<T extends object>({
children,
...props
}: ComboBoxProps<T>) {
const viewRef = useRef<HTMLDivElement | null>(null);
return (
<AriaComboBox<T>
allowsEmptyCollection
allowsCustomValue
menuTrigger="focus"
{...props}
>
<View ref={viewRef}>
<ComboBoxInput placeholder={props.inputPlaceholder} />
</View>
<Popover isNonModal className={popoverClassName()}>
<ListBox<T>
className={listBoxClassName({ width: viewRef.current?.clientWidth })}
>
{children}
</ListBox>
</Popover>
</AriaComboBox>
);
}
type ComboBoxInputContextValue = {
getFocusedKey?: (state: AriaComboBoxState<unknown>) => Key | null;
};
const ComboBoxInputContext = createContext<ComboBoxInputContextValue | null>(
null,
);
type ComboBoxInputProviderProps = {
children: ReactNode;
getFocusedKey?: (state: AriaComboBoxState<unknown>) => Key | null;
};
export function ComboBoxInputProvider({
children,
getFocusedKey,
}: ComboBoxInputProviderProps) {
return (
<ComboBoxInputContext.Provider value={{ getFocusedKey }}>
{children}
</ComboBoxInputContext.Provider>
);
}
type ComboBoxInputProps = ComponentProps<typeof Input>;
function ComboBoxInput({ onKeyUp, ...props }: ComboBoxInputProps) {
const state = useContext(AriaComboBoxStateContext);
const _onKeyUp = (e: KeyboardEvent<HTMLInputElement>) => {
if (e.key === 'Escape') {
state?.revert();
}
onKeyUp?.(e);
};
const comboBoxInputContext = useContext(ComboBoxInputContext);
useEffect(() => {
if (state && state.inputValue && !state.selectionManager.focusedKey) {
const focusedKey: Key | null =
(comboBoxInputContext?.getFocusedKey
? comboBoxInputContext.getFocusedKey(state)
: defaultGetFocusedKey(state)) ?? null;
state.selectionManager.setFocusedKey(focusedKey);
}
}, [comboBoxInputContext, state, state?.inputValue]);
return <Input onKeyUp={_onKeyUp} {...props} />;
}
function defaultGetFocusedKey<T>(state: AriaComboBoxState<T>) {
// Focus on the first suggestion item when typing.
const keys = Array.from(state.collection.getKeys());
return (
keys
.map(key => state.collection.getItem(key))
.find(i => i && i.type === 'item')?.key ?? null
);
}
const defaultComboBoxSectionClassName = () =>
css({
display: 'flex',
flexDirection: 'column',
justifyContent: 'center',
'& header': {
paddingTop: 5,
paddingBottom: 5,
paddingLeft: 10,
color: theme.menuAutoCompleteTextHeader,
},
});
type ComboBoxSectionProps<T extends object> = ListBoxSectionProps<T>;
export function ComboBoxSection<T extends object>({
className,
...props
}: ComboBoxSectionProps<T>) {
return (
<ListBoxSection
className={cx(defaultComboBoxSectionClassName(), className)}
{...props}
/>
);
}
const defaultComboBoxItemClassName = () =>
css({
display: 'flex',
flexDirection: 'row',
alignItems: 'center',
paddingTop: 5,
paddingBottom: 5,
paddingLeft: 20,
});
type ComboBoxItemProps = ListBoxItemProps;
export function ComboBoxItem({ className, ...props }: ComboBoxItemProps) {
return (
<ListBoxItem
className={
typeof className === 'function'
? renderProps =>
cx(defaultComboBoxItemClassName(), className(renderProps))
: cx(defaultComboBoxItemClassName(), className)
}
{...props}
/>
);
}

View File

@@ -84,78 +84,6 @@ test.describe('Transactions', () => {
);
await expect(page).toMatchThemeScreenshots();
});
test('by payee', async () => {
accountPage = await navigation.goToAccountPage('Capital One Checking');
const filterTooltip = await accountPage.filterBy('Payee');
const filtersMenuTooltip = page.getByTestId('filters-menu-tooltip');
await expect(filterTooltip.locator).toMatchThemeScreenshots();
// Type in the autocomplete box
const autocomplete = filtersMenuTooltip.getByLabel('Payee');
await expect(autocomplete).toMatchThemeScreenshots();
// Open the textbox, auto-open is currently broken for anything that's not "is not"
await autocomplete.click();
await page.getByTestId('Kroger-payee-item').click();
await filterTooltip.applyButton.click();
// Assert that all Payees are Kroger
for (let i = 0; i < 10; i++) {
await expect(accountPage.getNthTransaction(i).payee).toHaveText(
'Kroger',
);
}
await accountPage.removeFilter(0);
await accountPage.filterBy('Payee');
await filtersMenuTooltip
.getByRole('button', { name: 'contains' })
.click();
const textInput = filtersMenuTooltip.getByPlaceholder('nothing');
await textInput.fill('De');
await filterTooltip.applyButton.click();
// Assert that all Payees are Deposit
for (let i = 0; i < 9; i++) {
await expect(accountPage.getNthTransaction(i).payee).toHaveText(
'Deposit',
);
}
await accountPage.removeFilter(0);
await accountPage.filterBy('Payee');
await filtersMenuTooltip
.getByRole('button', { name: 'contains' })
.click();
await textInput.fill('l');
await filterTooltip.applyButton.click();
// Assert that both Payees contain the letter 'l'
for (let i = 0; i < 2; i++) {
await expect(accountPage.getNthTransaction(i).payee).toHaveText(/l/);
}
await accountPage.removeFilter(0);
await accountPage.filterBy('Payee');
await filtersMenuTooltip
.getByRole('button', { name: 'does not contain' })
.click();
await textInput.fill('l');
await filterTooltip.applyButton.click();
// Assert that all Payees DO NOT contain the letter 'l'
for (let i = 0; i < 19; i++) {
await expect(accountPage.getNthTransaction(i).payee).not.toHaveText(
/l/,
);
}
await expect(page).toMatchThemeScreenshots();
});
});
test('creates a test transaction', async () => {

View File

@@ -79,7 +79,7 @@
"react-markdown": "^10.1.0",
"react-modal": "3.16.3",
"react-redux": "^9.2.0",
"react-router": "7.12.0",
"react-router": "7.9.6",
"react-simple-pull-to-refresh": "^1.3.3",
"react-spring": "10.0.0",
"react-swipeable": "^7.0.2",

View File

@@ -6,7 +6,6 @@ import React, {
type CSSProperties,
useCallback,
} from 'react';
import { useFocusVisible } from 'react-aria';
import { useTranslation } from 'react-i18next';
import { Button } from '@actual-app/components/button';
@@ -50,7 +49,6 @@ export function NotesButton({
const [tempNotes, setTempNotes] = useState<string>(note);
useEffect(() => setTempNotes(note), [note, id]);
const { isFocusVisible } = useFocusVisible();
const onOpenChange = useCallback<
NonNullable<ComponentProps<typeof Popover>['onOpenChange']>
>(
@@ -89,9 +87,7 @@ export function NotesButton({
...(isOpen && { color: theme.buttonNormalText }),
'&:hover': { opacity: 1 },
}),
!hasNotes && !isOpen && !isFocusVisible && !showPlaceholder
? 'hover-visible'
: '',
!hasNotes && !isOpen && !showPlaceholder ? 'hover-visible' : '',
)}
data-placeholder={showPlaceholder}
onPress={() => {

View File

@@ -78,10 +78,10 @@ function PrivacyOverlay({ children, ...props }) {
display: 'inline-flex',
flexGrow: 1,
position: 'relative',
'> div:first-child': {
' > div:first-child': {
opacity: 0,
},
'> div:nth-child(2)': {
' > div:nth-child(2)': {
display: 'flex',
},
'&:hover': {

View File

@@ -0,0 +1,331 @@
import { type ComponentProps, useMemo, useState } from 'react';
import { Header, type Key } from 'react-aria-components';
import { Trans, useTranslation } from 'react-i18next';
import {
ComboBox,
ComboBoxInputProvider,
ComboBoxItem,
ComboBoxSection,
} from '@actual-app/components/combo-box';
import { SvgAdd } from '@actual-app/components/icons/v1';
import { theme } from '@actual-app/components/theme';
import {
normalisedEquals,
normalisedIncludes,
} from 'loot-core/shared/normalisation';
import { type AccountEntity, type PayeeEntity } from 'loot-core/types/models';
import { useAccounts } from '@desktop-client/hooks/useAccounts';
import { useCommonPayees, usePayees } from '@desktop-client/hooks/usePayees';
import { usePrevious } from '@desktop-client/hooks/usePrevious';
import {
createPayee,
getActivePayees,
} from '@desktop-client/payees/payeesSlice';
import { useDispatch } from '@desktop-client/redux';
type PayeeComboBoxItem = PayeeEntity & {
type: 'account' | 'payee' | 'suggested';
};
type PayeeComboBoxProps = Omit<ComponentProps<typeof ComboBox>, 'children'> & {
showInactive?: boolean;
};
export function PayeeComboBox({
showInactive,
selectedKey,
onOpenChange,
onSelectionChange,
...props
}: PayeeComboBoxProps) {
const { t } = useTranslation();
const payees = usePayees();
const commonPayees = useCommonPayees();
const accounts = useAccounts();
const [focusTransferPayees] = useState(false);
const allPayeeSuggestions: PayeeComboBoxItem[] = useMemo(() => {
const suggestions = getPayeeSuggestions(commonPayees, payees);
let filteredSuggestions: PayeeComboBoxItem[] = [...suggestions];
if (!showInactive) {
filteredSuggestions = filterActivePayees(filteredSuggestions, accounts);
}
if (focusTransferPayees) {
filteredSuggestions = filterTransferPayees(filteredSuggestions);
}
return filteredSuggestions;
}, [commonPayees, payees, showInactive, focusTransferPayees, accounts]);
const [inputValue, setInputValue] = useState(
getPayeeName(allPayeeSuggestions, selectedKey || null),
);
const [_selectedKey, setSelectedKey] = useState<Key | null>(
selectedKey || null,
);
const [isAutocompleteOpen, setIsAutocompleteOpen] = useState(false);
const previousIsAutocompeleteOpen = usePrevious(isAutocompleteOpen);
const isInitialAutocompleteOpen =
!previousIsAutocompeleteOpen && isAutocompleteOpen;
const filter = (textValue: string, inputValue: string) => {
return (
isInitialAutocompleteOpen || normalisedIncludes(textValue, inputValue)
);
};
const filteredPayeeSuggestions = allPayeeSuggestions.filter(p =>
filter(p.name, inputValue),
);
const suggestedPayees = filteredPayeeSuggestions.filter(
p => p.type === 'suggested',
);
const regularPayees = filteredPayeeSuggestions.filter(
p => !p.favorite && p.type === 'payee',
);
const accountPayees = filteredPayeeSuggestions.filter(
p => p.type === 'account',
);
const findExactMatchPayee = () =>
filteredPayeeSuggestions.find(
p => p.id !== 'new' && normalisedEquals(p.name, inputValue),
);
const exactMatchPayee = findExactMatchPayee();
const dispatch = useDispatch();
const onCreatePayee = () => {
return dispatch(createPayee({ name: inputValue })).unwrap();
};
const _onSelectionChange = async (id: Key | null) => {
if (id === 'new') {
const newPayeeId = await onCreatePayee?.();
setSelectedKey(newPayeeId);
onSelectionChange?.(newPayeeId);
return;
}
setSelectedKey(id);
setInputValue(getPayeeName(filteredPayeeSuggestions, id));
onSelectionChange?.(id);
};
const _onOpenChange = (isOpen: boolean) => {
setIsAutocompleteOpen(isOpen);
onOpenChange?.(isOpen);
};
const getFocusedKey: ComponentProps<
typeof ComboBoxInputProvider
>['getFocusedKey'] = state => {
const keys = Array.from(state.collection.getKeys());
const found = keys
.map(key => state.collection.getItem(key))
.find(i => i && i.type === 'item' && i.key !== 'new');
// Focus on the first suggestion item when typing.
// Otherwise, if there are no results, focus on the "new" item to allow creating a new entry.
return found?.key || 'new';
};
return (
<ComboBoxInputProvider getFocusedKey={getFocusedKey}>
<ComboBox
aria-label={t('Payee autocomplete')}
inputPlaceholder="nothing"
inputValue={inputValue}
onInputChange={setInputValue}
selectedKey={_selectedKey || selectedKey}
onSelectionChange={_onSelectionChange}
onOpenChange={_onOpenChange}
{...props}
>
<PayeeList
showCreatePayee={!!inputValue && !exactMatchPayee}
inputValue={inputValue}
suggestedPayees={suggestedPayees}
regularPayees={regularPayees}
accountPayees={accountPayees}
/>
{/* <ComboBoxSection className={css({ position: 'sticky', bottom: 0, })}>
<Button variant="menu" slot={null}>
<Trans>Make transfer</Trans>
</Button>
<Button variant="menu" slot={null}>
<Trans>Manage payees</Trans>
</Button>
</ComboBoxSection> */}
</ComboBox>
</ComboBoxInputProvider>
);
}
type PayeeListProps = {
showCreatePayee: boolean;
inputValue: string;
suggestedPayees: PayeeComboBoxItem[];
regularPayees: PayeeComboBoxItem[];
accountPayees: PayeeComboBoxItem[];
};
function PayeeList({
showCreatePayee,
inputValue,
suggestedPayees,
regularPayees,
accountPayees,
}: PayeeListProps) {
return (
<>
{showCreatePayee && (
<ComboBoxItem
key="new"
id="new"
textValue={inputValue}
style={{ paddingLeft: 10, color: theme.noticeText }}
>
<SvgAdd width={8} height={8} style={{ marginRight: 5 }} />
Create payee: {inputValue}
</ComboBoxItem>
)}
{suggestedPayees.length > 0 && (
<ComboBoxSection>
<Header>
<Trans>Suggested Payees</Trans>
</Header>
{suggestedPayees.map(payee => (
<ComboBoxItem
key={payee.id}
id={payee.id}
textValue={payee.name}
value={payee}
>
{payee.name}
</ComboBoxItem>
))}
</ComboBoxSection>
)}
{regularPayees.length > 0 && (
<ComboBoxSection>
<Header>
<Trans>Payees</Trans>
</Header>
{regularPayees.map(payee => (
<ComboBoxItem
key={payee.id}
id={payee.id}
textValue={payee.name}
value={payee}
>
{payee.name}
</ComboBoxItem>
))}
</ComboBoxSection>
)}
{accountPayees.length > 0 && (
<ComboBoxSection>
<Header>
<Trans>Transfer To/From</Trans>
</Header>
{accountPayees.map(payee => (
<ComboBoxItem
key={payee.id}
id={payee.id}
textValue={payee.name}
value={payee}
>
{payee.name}
</ComboBoxItem>
))}
</ComboBoxSection>
)}
</>
);
}
const MAX_AUTO_SUGGESTIONS = 5;
function getPayeeSuggestions(
commonPayees: PayeeEntity[],
payees: PayeeEntity[],
): PayeeComboBoxItem[] {
const favoritePayees = payees
.filter(p => p.favorite)
.map(p => {
return { ...p, type: determineType(p, true) };
})
.sort((a, b) => a.name.localeCompare(b.name));
let additionalCommonPayees: PayeeComboBoxItem[] = [];
if (commonPayees?.length > 0) {
if (favoritePayees.length < MAX_AUTO_SUGGESTIONS) {
additionalCommonPayees = commonPayees
.filter(
p => !(p.favorite || favoritePayees.map(fp => fp.id).includes(p.id)),
)
.slice(0, MAX_AUTO_SUGGESTIONS - favoritePayees.length)
.map(p => {
return { ...p, type: determineType(p, true) };
})
.sort((a, b) => a.name.localeCompare(b.name));
}
}
if (favoritePayees.length + additionalCommonPayees.length) {
const filteredPayees: PayeeComboBoxItem[] = payees
.filter(p => !favoritePayees.find(fp => fp.id === p.id))
.filter(p => !additionalCommonPayees.find(fp => fp.id === p.id))
.map<PayeeComboBoxItem>(p => {
return { ...p, type: determineType(p, false) };
});
return favoritePayees.concat(additionalCommonPayees).concat(filteredPayees);
}
return payees.map(p => {
return { ...p, type: determineType(p, false) };
});
}
function filterActivePayees<T extends PayeeEntity>(
payees: T[],
accounts: AccountEntity[],
): T[] {
return accounts ? (getActivePayees(payees, accounts) as T[]) : payees;
}
function filterTransferPayees(payees: PayeeComboBoxItem[]) {
return payees.filter(payee => !!payee.transfer_acct);
}
function determineType(
payee: PayeeEntity,
isCommon: boolean,
): PayeeComboBoxItem['type'] {
if (payee.transfer_acct) {
return 'account';
}
if (isCommon) {
return 'suggested';
} else {
return 'payee';
}
}
function getPayeeName<T extends PayeeEntity>(items: T[], id: Key | null) {
return items.find(p => p.id === id)?.name || '';
}

View File

@@ -11,7 +11,6 @@ import {
} from 'loot-core/types/models';
import { BudgetCategories } from './BudgetCategories';
import { BudgetCategories as BudgetCategoriesV2 } from './BudgetCategoriesV2';
import { BudgetSummaries } from './BudgetSummaries';
import { BudgetTotals } from './BudgetTotals';
import { type MonthBounds, MonthsProvider } from './MonthsContext';
@@ -25,7 +24,6 @@ import {
import { type DropPosition } from '@desktop-client/components/sort';
import { SchedulesProvider } from '@desktop-client/hooks/useCachedSchedules';
import { useCategories } from '@desktop-client/hooks/useCategories';
import { useFeatureFlag } from '@desktop-client/hooks/useFeatureFlag';
import { useGlobalPref } from '@desktop-client/hooks/useGlobalPref';
import { useLocalPref } from '@desktop-client/hooks/useLocalPref';
@@ -84,7 +82,6 @@ export function BudgetTable(props: BudgetTableProps) {
const [editing, setEditing] = useState<{ id: string; cell: string } | null>(
null,
);
const budgetTableV2Enabled = useFeatureFlag('budgetTableV2');
const onEditMonth = (id: string, month: string) => {
setEditing(id ? { id, cell: month } : null);
@@ -208,11 +205,15 @@ export function BudgetTable(props: BudgetTableProps) {
setShowHiddenCategoriesPef(!showHiddenCategories);
};
const onExpandAllCategories = () => {
const toggleHiddenCategories = () => {
onToggleHiddenCategories();
};
const expandAllCategories = () => {
onCollapse([]);
};
const onCollapseAllCategories = () => {
const collapseAllCategories = () => {
onCollapse(categoryGroups.map(g => g.id));
};
@@ -261,62 +262,45 @@ export function BudgetTable(props: BudgetTableProps) {
monthBounds={monthBounds}
type={type}
>
<SchedulesProvider query={schedulesQuery}>
{!budgetTableV2Enabled && (
<>
<BudgetTotals
toggleHiddenCategories={onToggleHiddenCategories}
expandAllCategories={onExpandAllCategories}
collapseAllCategories={onCollapseAllCategories}
/>
<View
style={{
overflowY: 'scroll',
overflowAnchor: 'none',
flex: 1,
paddingLeft: 5,
paddingRight: 5,
}}
>
<View
style={{
flexShrink: 0,
}}
onKeyDown={onKeyDown}
>
<BudgetCategories
categoryGroups={categoryGroups}
editingCell={editing}
onEditMonth={onEditMonth}
onEditName={onEditName}
onSaveCategory={onSaveCategory}
onSaveGroup={onSaveGroup}
onDeleteCategory={onDeleteCategory}
onDeleteGroup={onDeleteGroup}
onReorderCategory={_onReorderCategory}
onReorderGroup={_onReorderGroup}
onBudgetAction={onBudgetAction}
onShowActivity={onShowActivity}
onApplyBudgetTemplatesInGroup={
onApplyBudgetTemplatesInGroup
}
/>
</View>
</View>
</>
)}
{budgetTableV2Enabled && (
<View style={{ overflowY: 'auto' }}>
<BudgetCategoriesV2
<BudgetTotals
toggleHiddenCategories={toggleHiddenCategories}
expandAllCategories={expandAllCategories}
collapseAllCategories={collapseAllCategories}
/>
<View
style={{
overflowY: 'scroll',
overflowAnchor: 'none',
flex: 1,
paddingLeft: 5,
paddingRight: 5,
}}
>
<View
style={{
flexShrink: 0,
}}
onKeyDown={onKeyDown}
>
<SchedulesProvider query={schedulesQuery}>
<BudgetCategories
categoryGroups={categoryGroups}
editingCell={editing}
onEditMonth={onEditMonth}
onEditName={onEditName}
onSaveCategory={onSaveCategory}
onSaveGroup={onSaveGroup}
onDeleteCategory={onDeleteCategory}
onDeleteGroup={onDeleteGroup}
onReorderCategory={_onReorderCategory}
onReorderGroup={_onReorderGroup}
onBudgetAction={onBudgetAction}
onShowActivity={onShowActivity}
onApplyBudgetTemplatesInGroup={onApplyBudgetTemplatesInGroup}
onToggleHiddenCategories={onToggleHiddenCategories}
onExpandAllCategories={onExpandAllCategories}
onCollapseAllCategories={onCollapseAllCategories}
/>
</View>
)}
</SchedulesProvider>
</SchedulesProvider>
</View>
</View>
</MonthsProvider>
</View>
);

View File

@@ -1,229 +0,0 @@
import React, {
type ComponentPropsWithoutRef,
useRef,
useState,
useCallback,
} from 'react';
import { usePress, useFocusable } from 'react-aria';
import { Cell as ReactAriaCell } from 'react-aria-components';
import { SvgArrowThinRight } from '@actual-app/components/icons/v1';
import { Popover } from '@actual-app/components/popover';
import { type CSSProperties } from '@actual-app/components/styles';
import { View } from '@actual-app/components/view';
import { css } from '@emotion/css';
import * as monthUtils from 'loot-core/shared/months';
import { type CategoryEntity } from 'loot-core/types/models';
import { balanceColumnPaddingStyle } from './BudgetCategoriesV2';
import { BalanceMovementMenu as EnvelopeBalanceMovementMenu } from './envelope/BalanceMovementMenu';
import { BalanceMenu as TrackingBalanceMenu } from './tracking/BalanceMenu';
import { makeBalanceAmountStyle } from './util';
import {
CellValue,
CellValueText,
} from '@desktop-client/components/spreadsheet/CellValue';
import { useFeatureFlag } from '@desktop-client/hooks/useFeatureFlag';
import { SheetNameProvider } from '@desktop-client/hooks/useSheetName';
import { useSheetValue } from '@desktop-client/hooks/useSheetValue';
import { useSyncedPref } from '@desktop-client/hooks/useSyncedPref';
import { type SheetNames } from '@desktop-client/spreadsheet';
import {
envelopeBudget,
trackingBudget,
} from '@desktop-client/spreadsheet/bindings';
type CategoryBalanceCellProps = ComponentPropsWithoutRef<
typeof ReactAriaCell
> & {
month: string;
category: CategoryEntity;
onBudgetAction: (month: string, action: string, args: unknown) => void;
};
export function CategoryBalanceCell({
month,
category,
onBudgetAction,
style,
...props
}: CategoryBalanceCellProps) {
const [budgetType = 'rollover'] = useSyncedPref('budgetType');
const triggerRef = useRef<HTMLSpanElement | null>(null);
const bindingBudgetType: SheetNames =
budgetType === 'rollover' ? 'envelope-budget' : 'tracking-budget';
const categoryCarryoverBinding =
bindingBudgetType === 'envelope-budget'
? envelopeBudget.catCarryover(category.id)
: trackingBudget.catCarryover(category.id);
const categoryBalanceBinding =
bindingBudgetType === 'envelope-budget'
? envelopeBudget.catBalance(category.id)
: trackingBudget.catBalance(category.id);
const categoryBudgetedBinding =
bindingBudgetType === 'envelope-budget'
? envelopeBudget.catBudgeted(category.id)
: trackingBudget.catBudgeted(category.id);
const categoryGoalBinding =
bindingBudgetType === 'envelope-budget'
? envelopeBudget.catGoal(category.id)
: trackingBudget.catGoal(category.id);
const categoryLongGoalBinding =
bindingBudgetType === 'envelope-budget'
? envelopeBudget.catLongGoal(category.id)
: trackingBudget.catLongGoal(category.id);
const budgetedValue = useSheetValue<
typeof bindingBudgetType,
typeof categoryBudgetedBinding
>(categoryBudgetedBinding);
const goalValue = useSheetValue<
typeof bindingBudgetType,
typeof categoryGoalBinding
>(categoryGoalBinding);
const longGoalValue = useSheetValue<
typeof bindingBudgetType,
typeof categoryLongGoalBinding
>(categoryLongGoalBinding);
const [isBalanceMenuOpen, setIsBalanceMenuOpen] = useState(false);
const { pressProps } = usePress({
onPress: () => setIsBalanceMenuOpen(true),
});
const { focusableProps } = useFocusable(
{
onKeyUp: e => {
if (e.key === 'Enter') {
setIsBalanceMenuOpen(true);
}
},
},
triggerRef,
);
const isGoalTemplatesEnabled = useFeatureFlag('goalTemplatesEnabled');
const getBalanceAmountStyle = useCallback(
(balanceValue: number) =>
makeBalanceAmountStyle(
balanceValue,
isGoalTemplatesEnabled ? goalValue : null,
longGoalValue === 1 ? balanceValue : budgetedValue,
),
[budgetedValue, goalValue, isGoalTemplatesEnabled, longGoalValue],
);
// TODO: Refactor balance cell tooltips
return (
<ReactAriaCell style={{ textAlign: 'right', ...style }} {...props}>
<SheetNameProvider name={monthUtils.sheetForMonth(month)}>
<CellValue<typeof bindingBudgetType, typeof categoryBalanceBinding>
type="financial"
binding={categoryBalanceBinding}
>
{balanceProps => (
<View
style={{
position: 'relative',
display: 'inline-block',
...balanceColumnPaddingStyle,
}}
>
<CellValueText
innerRef={triggerRef}
{...pressProps}
{...focusableProps}
{...balanceProps}
className={css({
...getBalanceAmountStyle(balanceProps.value),
'&:hover': {
cursor: 'pointer',
textDecoration: 'underline',
},
})}
/>
<CellValue<
typeof bindingBudgetType,
typeof categoryCarryoverBinding
>
binding={categoryCarryoverBinding}
>
{carryOverProps =>
carryOverProps.value && (
<CarryoverIndicator
style={getBalanceAmountStyle(balanceProps.value)}
/>
)
}
</CellValue>
</View>
)}
</CellValue>
<Popover
triggerRef={triggerRef}
placement="bottom end"
isOpen={isBalanceMenuOpen}
onOpenChange={() => {
setIsBalanceMenuOpen(false);
}}
isNonModal
>
{budgetType === 'rollover' ? (
<EnvelopeBalanceMovementMenu
categoryId={category.id}
month={month}
onBudgetAction={onBudgetAction}
onSelect={() => setIsBalanceMenuOpen(false)}
/>
) : (
<TrackingBalanceMenu
categoryId={category.id}
onCarryover={carryover => {
onBudgetAction(month, 'carryover', {
category: category.id,
flag: carryover,
});
setIsBalanceMenuOpen(false);
}}
/>
)}
</Popover>
</SheetNameProvider>
</ReactAriaCell>
);
}
type CarryoverIndicatorProps = {
style?: CSSProperties;
};
function CarryoverIndicator({ style }: CarryoverIndicatorProps) {
return (
<View
style={{
position: 'absolute',
right: 0,
transform: 'translateY(-50%)',
top: '50%',
...style,
}}
>
<SvgArrowThinRight
width={style?.width || 7}
height={style?.height || 7}
style={style}
/>
</View>
);
}

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@@ -1,240 +0,0 @@
import React, { type ComponentPropsWithoutRef, useState } from 'react';
import { useFocusVisible } from 'react-aria';
import { Cell as ReactAriaCell, DialogTrigger } from 'react-aria-components';
import { useTranslation } from 'react-i18next';
import { Button } from '@actual-app/components/button';
import { SvgCheveronDown } from '@actual-app/components/icons/v1';
import { Input } from '@actual-app/components/input';
import { Popover } from '@actual-app/components/popover';
import { theme } from '@actual-app/components/theme';
import { View } from '@actual-app/components/view';
import { css, cx } from '@emotion/css';
import * as monthUtils from 'loot-core/shared/months';
import {
currencyToAmount,
currencyToInteger,
type IntegerAmount,
} from 'loot-core/shared/util';
import type { CategoryEntity } from 'loot-core/types/models';
import {
hoverVisibleStyle,
getCellBackgroundStyle,
} from './BudgetCategoriesV2';
import { BudgetMenu as EnvelopeBudgetMenu } from './envelope/BudgetMenu';
import { BudgetMenu as TrackingBudgetMenu } from './tracking/BudgetMenu';
import { makeAmountGrey } from './util';
import { CellValue } from '@desktop-client/components/spreadsheet/CellValue';
import { useFormat } from '@desktop-client/hooks/useFormat';
import { SheetNameProvider } from '@desktop-client/hooks/useSheetName';
import { useSyncedPref } from '@desktop-client/hooks/useSyncedPref';
import { useUndo } from '@desktop-client/hooks/useUndo';
import { type SheetNames } from '@desktop-client/spreadsheet';
import {
envelopeBudget,
trackingBudget,
} from '@desktop-client/spreadsheet/bindings';
type CategoryBudgetedCellProps = ComponentPropsWithoutRef<
typeof ReactAriaCell
> & {
month: string;
category: CategoryEntity;
onBudgetAction: (month: string, action: string, args: unknown) => void;
};
export function CategoryBudgetedCell({
month,
category,
onBudgetAction,
...props
}: CategoryBudgetedCellProps) {
const { t } = useTranslation();
const [budgetType = 'rollover'] = useSyncedPref('budgetType');
const [isMenuOpen, setIsMenuOpen] = useState(false);
const [shouldHideBudgetMenuButton, setShouldHideBudgetMenuButton] =
useState(false);
const bindingBudgetType: SheetNames =
budgetType === 'rollover' ? 'envelope-budget' : 'tracking-budget';
const budgetedBinding =
bindingBudgetType === 'envelope-budget'
? envelopeBudget.catBudgeted(category.id)
: trackingBudget.catBudgeted(category.id);
const BudgetMenuComponent =
bindingBudgetType === 'envelope-budget'
? EnvelopeBudgetMenu
: TrackingBudgetMenu;
const { showUndoNotification } = useUndo();
const onUpdateBudget = (amount: IntegerAmount) => {
onBudgetAction(month, 'budget-amount', {
category: category.id,
amount,
});
};
const { isFocusVisible } = useFocusVisible();
return (
<ReactAriaCell {...props}>
<SheetNameProvider name={monthUtils.sheetForMonth(month)}>
<View
className={css({
flexDirection: 'row',
alignItems: 'center',
...hoverVisibleStyle,
})}
>
<DialogTrigger>
<Button
variant="bare"
aria-label={t('Budget menu')}
className={cx(
{ 'hover-visible': !isMenuOpen && !isFocusVisible },
css({
display:
shouldHideBudgetMenuButton && !isFocusVisible
? 'none'
: undefined,
}),
)}
onPress={() => setIsMenuOpen(true)}
>
<SvgCheveronDown width={12} height={12} />
</Button>
<Popover
placement="bottom start"
isOpen={isMenuOpen}
onOpenChange={() => setIsMenuOpen(false)}
isNonModal
>
<BudgetMenuComponent
onCopyLastMonthAverage={() => {
onBudgetAction(month, 'copy-single-last', {
category: category.id,
});
showUndoNotification({
message: t(`Budget set to last month's budget.`),
});
setIsMenuOpen(false);
}}
onSetMonthsAverage={numberOfMonths => {
if (
numberOfMonths !== 3 &&
numberOfMonths !== 6 &&
numberOfMonths !== 12
) {
return;
}
onBudgetAction(month, `set-single-${numberOfMonths}-avg`, {
category: category.id,
});
showUndoNotification({
message: t(
'Budget set to {{numberOfMonths}}-month average.',
{ numberOfMonths },
),
});
setIsMenuOpen(false);
}}
onApplyBudgetTemplate={() => {
onBudgetAction(month, 'apply-single-category-template', {
category: category.id,
});
showUndoNotification({
message: t(`Budget template applied.`),
});
setIsMenuOpen(false);
}}
/>
</Popover>
</DialogTrigger>
<View style={{ flex: 1 }}>
<CellValue<typeof bindingBudgetType, typeof budgetedBinding>
type="financial"
binding={budgetedBinding}
>
{({ value: budgetedAmount }) => (
<BudgetedInput
value={budgetedAmount}
onFocus={() => setShouldHideBudgetMenuButton(true)}
onBlur={() => setShouldHideBudgetMenuButton(false)}
style={getCellBackgroundStyle('budgeted', month)}
onUpdateAmount={onUpdateBudget}
/>
)}
</CellValue>
</View>
</View>
</SheetNameProvider>
</ReactAriaCell>
);
}
type BudgetedInputProps = Omit<
ComponentPropsWithoutRef<typeof Input>,
'value'
> & {
value: IntegerAmount;
onUpdateAmount: (newValue: IntegerAmount) => void;
};
function BudgetedInput({
value,
onFocus,
onChangeValue,
onUpdate,
onUpdateAmount,
...props
}: BudgetedInputProps) {
const format = useFormat();
const [currentFormattedAmount, setCurrentFormattedAmount] = useState<
string | null
>(null);
return (
<Input
value={currentFormattedAmount ?? format(value, 'financial')}
onFocus={e => {
onFocus?.(e);
if (!e.defaultPrevented) {
e.target.select();
}
}}
onEscape={() => setCurrentFormattedAmount(format(value, 'financial'))}
className={css({
...makeAmountGrey(
currentFormattedAmount
? currencyToAmount(currentFormattedAmount)
: value,
),
textAlign: 'right',
border: '1px solid transparent',
'&:hover:not(:focus)': {
border: `1px solid ${theme.formInputBorder}`,
},
})}
onChangeValue={(newValue, e) => {
onChangeValue?.(newValue, e);
setCurrentFormattedAmount(newValue);
}}
onUpdate={(newValue, e) => {
onUpdate?.(newValue, e);
const integerAmount = currencyToInteger(newValue);
if (integerAmount) {
onUpdateAmount?.(integerAmount);
setCurrentFormattedAmount(format(integerAmount, 'financial'));
}
}}
{...props}
/>
);
}

View File

@@ -1,62 +0,0 @@
import React, { type ComponentPropsWithoutRef } from 'react';
import { Cell as ReactAriaCell } from 'react-aria-components';
import * as monthUtils from 'loot-core/shared/months';
import type { CategoryGroupEntity } from 'loot-core/types/models';
import { balanceColumnPaddingStyle } from './BudgetCategoriesV2';
import {
CellValue,
CellValueText,
} from '@desktop-client/components/spreadsheet/CellValue';
import { SheetNameProvider } from '@desktop-client/hooks/useSheetName';
import { useSyncedPref } from '@desktop-client/hooks/useSyncedPref';
import { type SheetNames } from '@desktop-client/spreadsheet';
import {
envelopeBudget,
trackingBudget,
} from '@desktop-client/spreadsheet/bindings';
type CategoryGroupBalanceCellProps = ComponentPropsWithoutRef<
typeof ReactAriaCell
> & {
month: string;
categoryGroup: CategoryGroupEntity;
};
export function CategoryGroupBalanceCell({
month,
categoryGroup,
style,
...props
}: CategoryGroupBalanceCellProps) {
const [budgetType = 'rollover'] = useSyncedPref('budgetType');
const bindingBudgetType: SheetNames =
budgetType === 'rollover' ? 'envelope-budget' : 'tracking-budget';
const groupBalanceBinding =
bindingBudgetType === 'envelope-budget'
? envelopeBudget.groupBalance(categoryGroup.id)
: trackingBudget.groupBalance(categoryGroup.id);
return (
<ReactAriaCell style={{ textAlign: 'right', ...style }} {...props}>
<SheetNameProvider name={monthUtils.sheetForMonth(month)}>
<CellValue<typeof bindingBudgetType, typeof groupBalanceBinding>
type="financial"
binding={groupBalanceBinding}
>
{props => (
<CellValueText
{...props}
style={{
...balanceColumnPaddingStyle,
}}
/>
)}
</CellValue>
</SheetNameProvider>
</ReactAriaCell>
);
}

View File

@@ -1,60 +0,0 @@
import React, { type ComponentPropsWithoutRef } from 'react';
import { Cell as ReactAriaCell } from 'react-aria-components';
import * as monthUtils from 'loot-core/shared/months';
import type { CategoryGroupEntity } from 'loot-core/types/models';
import {
CellValue,
CellValueText,
} from '@desktop-client/components/spreadsheet/CellValue';
import { SheetNameProvider } from '@desktop-client/hooks/useSheetName';
import { useSyncedPref } from '@desktop-client/hooks/useSyncedPref';
import { type SheetNames } from '@desktop-client/spreadsheet';
import {
envelopeBudget,
trackingBudget,
} from '@desktop-client/spreadsheet/bindings';
type CategoryGroupBudgetedCellProps = ComponentPropsWithoutRef<
typeof ReactAriaCell
> & {
month: string;
categoryGroup: CategoryGroupEntity;
};
export function CategoryGroupBudgetedCell({
month,
categoryGroup,
style,
...props
}: CategoryGroupBudgetedCellProps) {
const [budgetType = 'rollover'] = useSyncedPref('budgetType');
const bindingBudgetType: SheetNames =
budgetType === 'rollover' ? 'envelope-budget' : 'tracking-budget';
const groupBudgetedBinding =
bindingBudgetType === 'envelope-budget'
? envelopeBudget.groupBudgeted(categoryGroup.id)
: trackingBudget.groupBudgeted(categoryGroup.id);
return (
<ReactAriaCell style={{ textAlign: 'right', ...style }} {...props}>
<SheetNameProvider name={monthUtils.sheetForMonth(month)}>
<CellValue<typeof bindingBudgetType, typeof groupBudgetedBinding>
type="financial"
binding={groupBudgetedBinding}
>
{props => (
<CellValueText
{...props}
style={{
paddingRight: 5,
}}
/>
)}
</CellValue>
</SheetNameProvider>
</ReactAriaCell>
);
}

View File

@@ -1,213 +0,0 @@
import React, { type ComponentPropsWithoutRef, useState } from 'react';
import { useFocusVisible } from 'react-aria';
import { Cell as ReactAriaCell, DialogTrigger } from 'react-aria-components';
import { useTranslation } from 'react-i18next';
import { Button } from '@actual-app/components/button';
import { SvgAdd, SvgExpandArrow } from '@actual-app/components/icons/v0';
import { SvgCheveronDown } from '@actual-app/components/icons/v1';
import { Input } from '@actual-app/components/input';
import { Menu } from '@actual-app/components/menu';
import { Popover } from '@actual-app/components/popover';
import { Text } from '@actual-app/components/text';
import { theme } from '@actual-app/components/theme';
import { Tooltip } from '@actual-app/components/tooltip';
import { View } from '@actual-app/components/view';
import { css, cx } from '@emotion/css';
import * as monthUtils from 'loot-core/shared/months';
import type { CategoryGroupEntity } from 'loot-core/types/models';
import { hoverVisibleStyle } from './BudgetCategoriesV2';
import { NotesButton } from '@desktop-client/components/NotesButton';
import { useFeatureFlag } from '@desktop-client/hooks/useFeatureFlag';
import { SheetNameProvider } from '@desktop-client/hooks/useSheetName';
type CategoryGroupNameCellProps = ComponentPropsWithoutRef<
typeof ReactAriaCell
> & {
month: string;
categoryGroup: CategoryGroupEntity;
isCollapsed: boolean;
onToggleCollapse: (categoryGroup: CategoryGroupEntity) => void;
onAddCategory: (categoryGroup: CategoryGroupEntity) => void;
onRename: (categoryGroup: CategoryGroupEntity, newName: string) => void;
onDelete: (categoryGroup: CategoryGroupEntity) => void;
onToggleVisibilty: (categoryGroup: CategoryGroupEntity) => void;
onApplyBudgetTemplatesInGroup: (categoryGroup: CategoryGroupEntity) => void;
};
export function CategoryGroupNameCell({
month,
categoryGroup,
isCollapsed,
onToggleCollapse,
onAddCategory,
onRename,
onDelete,
onToggleVisibilty,
onApplyBudgetTemplatesInGroup,
...props
}: CategoryGroupNameCellProps) {
const { t } = useTranslation();
const [isMenuOpen, setIsMenuOpen] = useState(false);
const [isRenaming, setIsRenaming] = useState(false);
const isGoalTemplatesEnabled = useFeatureFlag('goalTemplatesEnabled');
const { isFocusVisible } = useFocusVisible();
return (
<ReactAriaCell {...props}>
<SheetNameProvider name={monthUtils.sheetForMonth(month)}>
<View
className={css({
paddingLeft: 5,
flexDirection: 'row',
alignItems: 'center',
justifyContent: 'space-between',
...hoverVisibleStyle,
})}
>
<View style={{ flexDirection: 'row', alignItems: 'center', gap: 4 }}>
{/* Hidden drag button */}
<Button
slot="drag"
style={{
opacity: 0,
width: 1,
height: 1,
position: 'absolute',
overflow: 'hidden',
}}
/>
<Button
variant="bare"
onPress={() => onToggleCollapse(categoryGroup)}
isDisabled={isRenaming}
>
<SvgExpandArrow
width={8}
height={8}
style={{
flexShrink: 0,
transition: 'transform .1s',
transform: isCollapsed ? 'rotate(-90deg)' : '',
}}
/>
</Button>
{isRenaming ? (
<View style={{ flex: 1 }}>
<Input
autoFocus
defaultValue={categoryGroup.name}
onBlur={() => setIsRenaming(false)}
onEscape={() => setIsRenaming(false)}
onUpdate={newName => {
if (newName !== categoryGroup.name) {
onRename(categoryGroup, newName);
}
}}
/>
</View>
) : (
<>
<Text style={{ fontWeight: 600 }}>{categoryGroup.name}</Text>
<DialogTrigger>
<Button
variant="bare"
className={cx({
'hover-visible': !isMenuOpen && !isFocusVisible,
})}
onPress={() => {
// resetPosition();
setIsMenuOpen(true);
}}
>
<SvgCheveronDown width={12} height={12} />
</Button>
<Popover
placement="bottom start"
isOpen={isMenuOpen}
onOpenChange={() => setIsMenuOpen(false)}
isNonModal
>
<Menu
onMenuSelect={type => {
if (type === 'rename') {
// onEdit(categoryGroup.id);
setIsRenaming(true);
} else if (type === 'delete') {
onDelete(categoryGroup);
} else if (type === 'toggle-visibility') {
// onSave({ ...categoryGroup, hidden: !categoryGroup.hidden });
onToggleVisibilty(categoryGroup);
} else if (
type === 'apply-multiple-category-template'
) {
onApplyBudgetTemplatesInGroup(categoryGroup);
}
setIsMenuOpen(false);
}}
items={[
{ name: 'rename', text: t('Rename') },
...(!categoryGroup.is_income
? [
{
name: 'toggle-visibility',
text: categoryGroup.hidden ? 'Show' : 'Hide',
},
{ name: 'delete', text: t('Delete') },
]
: []),
...(isGoalTemplatesEnabled
? [
{
name: 'apply-multiple-category-template',
text: t('Overwrite with templates'),
},
]
: []),
]}
/>
</Popover>
</DialogTrigger>
</>
)}
</View>
{!isRenaming && (
<View
style={{
flexDirection: 'row',
flexShrink: 0,
alignItems: 'center',
}}
>
<Tooltip content={t('Add category')} disablePointerEvents>
<Button
variant="bare"
aria-label={t('Add category')}
className={cx(
css({
color: theme.pageTextLight,
}),
'hover-visible',
)}
onPress={() => {
onAddCategory(categoryGroup);
}}
>
<SvgAdd style={{ width: 10, height: 10, flexShrink: 0 }} />
</Button>
</Tooltip>
<NotesButton
id={categoryGroup.id}
defaultColor={theme.pageTextLight}
/>
</View>
)}
</View>
</SheetNameProvider>
</ReactAriaCell>
);
}

View File

@@ -1,60 +0,0 @@
import React, { type ComponentPropsWithoutRef } from 'react';
import { Cell as ReactAriaCell } from 'react-aria-components';
import * as monthUtils from 'loot-core/shared/months';
import type { CategoryGroupEntity } from 'loot-core/types/models';
import {
CellValue,
CellValueText,
} from '@desktop-client/components/spreadsheet/CellValue';
import { SheetNameProvider } from '@desktop-client/hooks/useSheetName';
import { useSyncedPref } from '@desktop-client/hooks/useSyncedPref';
import { type SheetNames } from '@desktop-client/spreadsheet';
import {
envelopeBudget,
trackingBudget,
} from '@desktop-client/spreadsheet/bindings';
type CategoryGroupSpentCellProps = ComponentPropsWithoutRef<
typeof ReactAriaCell
> & {
month: string;
categoryGroup: CategoryGroupEntity;
};
export function CategoryGroupSpentCell({
month,
categoryGroup,
style,
...props
}: CategoryGroupSpentCellProps) {
const [budgetType = 'rollover'] = useSyncedPref('budgetType');
const bindingBudgetType: SheetNames =
budgetType === 'rollover' ? 'envelope-budget' : 'tracking-budget';
const groupSpentBinding =
bindingBudgetType === 'envelope-budget'
? envelopeBudget.groupSumAmount(categoryGroup.id)
: trackingBudget.groupSumAmount(categoryGroup.id);
return (
<ReactAriaCell style={{ textAlign: 'right', ...style }} {...props}>
<SheetNameProvider name={monthUtils.sheetForMonth(month)}>
<CellValue<typeof bindingBudgetType, typeof groupSpentBinding>
type="financial"
binding={groupSpentBinding}
>
{props => (
<CellValueText
{...props}
style={{
paddingRight: 5,
}}
/>
)}
</CellValue>
</SheetNameProvider>
</ReactAriaCell>
);
}

View File

@@ -1,153 +0,0 @@
import React, { type ComponentPropsWithoutRef, useState } from 'react';
import { useFocusVisible } from 'react-aria';
import { Cell as ReactAriaCell, DialogTrigger } from 'react-aria-components';
import { useTranslation } from 'react-i18next';
import { Button } from '@actual-app/components/button';
import { SvgCheveronDown } from '@actual-app/components/icons/v1';
import { Input } from '@actual-app/components/input';
import { Menu } from '@actual-app/components/menu';
import { Popover } from '@actual-app/components/popover';
import { Text } from '@actual-app/components/text';
import { theme } from '@actual-app/components/theme';
import { View } from '@actual-app/components/view';
import { css, cx } from '@emotion/css';
import * as monthUtils from 'loot-core/shared/months';
import type {
CategoryEntity,
CategoryGroupEntity,
} from 'loot-core/types/models';
import { hoverVisibleStyle } from './BudgetCategoriesV2';
import { NotesButton } from '@desktop-client/components/NotesButton';
import { SheetNameProvider } from '@desktop-client/hooks/useSheetName';
type CategoryNameCellProps = ComponentPropsWithoutRef<typeof ReactAriaCell> & {
month: string;
category: CategoryEntity;
categoryGroup: CategoryGroupEntity;
onRename: (category: CategoryEntity, newName: string) => void;
onDelete: (category: CategoryEntity) => void;
onToggleVisibility: (category: CategoryEntity) => void;
};
export function CategoryNameCell({
month,
category,
categoryGroup,
onRename,
onDelete,
onToggleVisibility,
...props
}: CategoryNameCellProps) {
const { t } = useTranslation();
const [isMenuOpen, setIsMenuOpen] = useState(false);
const [isRenaming, setIsRenaming] = useState(false);
const { isFocusVisible } = useFocusVisible();
return (
<ReactAriaCell {...props}>
<SheetNameProvider name={monthUtils.sheetForMonth(month)}>
<View
className={css({
paddingLeft: 18,
flexDirection: 'row',
alignItems: 'center',
justifyContent: 'space-between',
...hoverVisibleStyle,
})}
>
{/* Hidden drag button */}
<Button
slot="drag"
style={{
opacity: 0,
width: 1,
height: 1,
position: 'absolute',
overflow: 'hidden',
}}
/>
{isRenaming ? (
<View style={{ flex: 1 }}>
<Input
defaultValue={category.name}
placeholder={t('Enter category name')}
onBlur={() => setIsRenaming(false)}
onUpdate={newName => {
if (newName !== category.name) {
onRename(category, newName);
}
}}
/>
</View>
) : (
<>
<View
style={{ flexDirection: 'row', alignItems: 'center', gap: 4 }}
>
<Text>{category.name}</Text>
<DialogTrigger>
<Button
variant="bare"
className={cx({
'hover-visible': !isMenuOpen && !isFocusVisible,
})}
onPress={() => {
// resetPosition();
setIsMenuOpen(true);
}}
>
<SvgCheveronDown width={12} height={12} />
</Button>
<Popover
placement="bottom start"
isOpen={isMenuOpen}
onOpenChange={() => setIsMenuOpen(false)}
isNonModal
>
<Menu
onMenuSelect={type => {
if (type === 'rename') {
// onEditName(category.id);
setIsRenaming(true);
} else if (type === 'delete') {
onDelete(category);
} else if (type === 'toggle-visibility') {
// onSave({ ...category, hidden: !category.hidden });
onToggleVisibility(category);
}
setIsMenuOpen(false);
}}
items={[
{ name: 'rename', text: t('Rename') },
...(!categoryGroup?.hidden
? [
{
name: 'toggle-visibility',
text: category.hidden ? t('Show') : t('Hide'),
},
]
: []),
{ name: 'delete', text: t('Delete') },
]}
/>
</Popover>
</DialogTrigger>
</View>
<View>
<NotesButton
id={category.id}
defaultColor={theme.pageTextLight}
/>
</View>
</>
)}
</View>
</SheetNameProvider>
</ReactAriaCell>
);
}

View File

@@ -1,86 +0,0 @@
import React, { type ComponentPropsWithoutRef, useRef } from 'react';
import { usePress, useFocusable } from 'react-aria';
import { Cell as ReactAriaCell } from 'react-aria-components';
import { css } from '@emotion/css';
import * as monthUtils from 'loot-core/shared/months';
import type { CategoryEntity } from 'loot-core/types/models';
import { makeAmountGrey } from './util';
import {
CellValue,
CellValueText,
} from '@desktop-client/components/spreadsheet/CellValue';
import { SheetNameProvider } from '@desktop-client/hooks/useSheetName';
import { useSyncedPref } from '@desktop-client/hooks/useSyncedPref';
import {
envelopeBudget,
trackingBudget,
} from '@desktop-client/spreadsheet/bindings';
type CategorySpentCellProps = ComponentPropsWithoutRef<typeof ReactAriaCell> & {
month: string;
category: CategoryEntity;
onShowActivity: (category: CategoryEntity, month: string) => void;
};
export function CategorySpentCell({
month,
category,
onShowActivity,
style,
...props
}: CategorySpentCellProps) {
const [budgetType = 'rollover'] = useSyncedPref('budgetType');
const categorySpentBinding =
budgetType === 'rollover'
? envelopeBudget.catSumAmount(category.id)
: trackingBudget.catSumAmount(category.id);
const { pressProps } = usePress({
onPress: () => onShowActivity(category, month),
});
const textRef = useRef<HTMLSpanElement | null>(null);
const { focusableProps } = useFocusable(
{
onKeyUp: e => {
if (e.key === 'Enter') {
onShowActivity(category, month);
}
},
},
textRef,
);
return (
<ReactAriaCell style={{ textAlign: 'right', ...style }} {...props}>
<SheetNameProvider name={monthUtils.sheetForMonth(month)}>
<CellValue<'envelope-budget', 'sum-amount'>
type="financial"
binding={categorySpentBinding}
>
{props => (
<CellValueText
innerRef={textRef}
{...pressProps}
{...focusableProps}
{...props}
className={css({
...makeAmountGrey(props.value),
'&:hover': {
cursor: 'pointer',
textDecoration: 'underline',
},
paddingRight: 5,
})}
/>
)}
</CellValue>
</SheetNameProvider>
</ReactAriaCell>
);
}

View File

@@ -11,7 +11,6 @@ import { useBudgetMonthCount } from './BudgetMonthCountContext';
import { BudgetPageHeader } from './BudgetPageHeader';
import { BudgetTable } from './BudgetTable';
import { useFeatureFlag } from '@desktop-client/hooks/useFeatureFlag';
import { useGlobalPref } from '@desktop-client/hooks/useGlobalPref';
function getNumPossibleMonths(width: number, categoryWidth: number) {
@@ -79,12 +78,8 @@ const DynamicBudgetTable = ({
onMonthSelect(getValidMonth(month), numMonths);
}
// Table V2 uses alt+left/right for month navigation
// so that users can use left/right to navigate cells
const budgetTableV2Enabled = useFeatureFlag('budgetTableV2');
useHotkeys(
budgetTableV2Enabled ? 'alt+left' : 'left',
'left',
() => {
_onMonthSelect(monthUtils.prevMonth(startMonth));
},
@@ -95,7 +90,7 @@ const DynamicBudgetTable = ({
[_onMonthSelect, startMonth],
);
useHotkeys(
budgetTableV2Enabled ? 'alt+right' : 'right',
'right',
() => {
_onMonthSelect(monthUtils.nextMonth(startMonth));
},

View File

@@ -1,99 +0,0 @@
import React, { type ComponentPropsWithoutRef } from 'react';
import { Row as ReactAriaRow } from 'react-aria-components';
import type { CategoryGroupEntity } from 'loot-core/types/models';
import {
type ColumnDefinition,
getCategoryGroupRowStyle,
getHeaderBackgroundStyle,
} from './BudgetCategoriesV2';
import { CategoryGroupBalanceCell } from './CategoryGroupBalanceCell';
import { CategoryGroupBudgetedCell } from './CategoryGroupBudgetedCell';
import { CategoryGroupNameCell } from './CategoryGroupNameCell';
import { CategoryGroupSpentCell } from './CategoryGroupSpentCell';
type ExpenseCategoryGroupRowProps = ComponentPropsWithoutRef<
typeof ReactAriaRow<ColumnDefinition>
> & {
item: {
type: 'expense-group';
id: `expense-group-${string}`;
value: CategoryGroupEntity;
};
isCollapsed: boolean;
onToggleCollapse: (categoryGroup: CategoryGroupEntity) => void;
onAddCategory: (categoryGroup: CategoryGroupEntity) => void;
onRename: (categoryGroup: CategoryGroupEntity, newName: string) => void;
onDelete: (categoryGroup: CategoryGroupEntity) => void;
onToggleVisibilty: (categoryGroup: CategoryGroupEntity) => void;
onApplyBudgetTemplatesInGroup: (categoryGroup: CategoryGroupEntity) => void;
};
export function ExpenseCategoryGroupRow({
item,
isCollapsed,
onToggleCollapse,
onAddCategory,
onRename,
onDelete,
onToggleVisibilty,
onApplyBudgetTemplatesInGroup,
style,
...props
}: ExpenseCategoryGroupRowProps) {
return (
<ReactAriaRow
style={{
...getCategoryGroupRowStyle(item.value),
...style,
}}
{...props}
>
{column => {
switch (column.type) {
case 'category':
return (
<CategoryGroupNameCell
month={column.month}
categoryGroup={item.value}
isCollapsed={isCollapsed}
onToggleCollapse={onToggleCollapse}
onAddCategory={onAddCategory}
onRename={onRename}
onDelete={onDelete}
onToggleVisibilty={onToggleVisibilty}
onApplyBudgetTemplatesInGroup={onApplyBudgetTemplatesInGroup}
/>
);
case 'budgeted':
return (
<CategoryGroupBudgetedCell
month={column.month}
categoryGroup={item.value}
style={getHeaderBackgroundStyle(column.type, column.month)}
/>
);
case 'spent':
return (
<CategoryGroupSpentCell
month={column.month}
categoryGroup={item.value}
style={getHeaderBackgroundStyle(column.type, column.month)}
/>
);
case 'balance':
return (
<CategoryGroupBalanceCell
month={column.month}
categoryGroup={item.value}
style={getHeaderBackgroundStyle(column.type, column.month)}
/>
);
default:
throw new Error(`Unrecognized column type: ${column.type}`);
}
}}
</ReactAriaRow>
);
}

View File

@@ -1,98 +0,0 @@
import React, { type ComponentPropsWithoutRef } from 'react';
import { Row as ReactAriaRow } from 'react-aria-components';
import type {
CategoryEntity,
CategoryGroupEntity,
} from 'loot-core/types/models';
import {
type ColumnDefinition,
getCategoryRowStyle,
getCellBackgroundStyle,
} from './BudgetCategoriesV2';
import { CategoryBalanceCell } from './CategoryBalanceCell';
import { CategoryBudgetedCell } from './CategoryBudgetedCell';
import { CategoryNameCell } from './CategoryNameCell';
import { CategorySpentCell } from './CategorySpentCell';
type ExpenseCategoryRowProps = ComponentPropsWithoutRef<
typeof ReactAriaRow<ColumnDefinition>
> & {
item: {
type: 'expense-category';
id: `expense-category-${string}`;
value: CategoryEntity;
group: CategoryGroupEntity;
};
onBudgetAction: (month: string, action: string, args: unknown) => void;
onShowActivity: (category: CategoryEntity, month: string) => void;
onRename: (category: CategoryEntity, newName: string) => void;
onDelete: (category: CategoryEntity) => void;
onToggleVisibility: (category: CategoryEntity) => void;
};
export function ExpenseCategoryRow({
item,
onBudgetAction,
onShowActivity,
onRename,
onDelete,
onToggleVisibility,
style,
...props
}: ExpenseCategoryRowProps) {
return (
<ReactAriaRow
style={{
...getCategoryRowStyle(item.value, item.group),
...style,
}}
{...props}
>
{column => {
switch (column.type) {
case 'category':
return (
<CategoryNameCell
month={column.month}
category={item.value}
categoryGroup={item.group}
onRename={onRename}
onDelete={onDelete}
onToggleVisibility={onToggleVisibility}
/>
);
case 'budgeted':
return (
<CategoryBudgetedCell
month={column.month}
category={item.value}
onBudgetAction={onBudgetAction}
style={getCellBackgroundStyle(column.type, column.month)}
/>
);
case 'spent':
return (
<CategorySpentCell
month={column.month}
category={item.value}
onShowActivity={onShowActivity}
style={getCellBackgroundStyle(column.type, column.month)}
/>
);
case 'balance':
return (
<CategoryBalanceCell
month={column.month}
category={item.value}
onBudgetAction={onBudgetAction}
style={getCellBackgroundStyle(column.type, column.month)}
/>
);
default:
throw new Error(`Unrecognized column type: ${column.type}`);
}
}}
</ReactAriaRow>
);
}

View File

@@ -1,136 +0,0 @@
import React, { type ComponentPropsWithoutRef } from 'react';
import {
Row as ReactAriaRow,
Cell as ReactAriaCell,
} from 'react-aria-components';
import type { CategoryGroupEntity } from 'loot-core/types/models';
import {
type ColumnDefinition,
getCategoryGroupRowStyle,
} from './BudgetCategoriesV2';
import { CategoryGroupBalanceCell } from './CategoryGroupBalanceCell';
import { CategoryGroupBudgetedCell } from './CategoryGroupBudgetedCell';
import { CategoryGroupNameCell } from './CategoryGroupNameCell';
import { useSyncedPref } from '@desktop-client/hooks/useSyncedPref';
type IncomeCategoryGroupRowProps = ComponentPropsWithoutRef<
typeof ReactAriaRow<ColumnDefinition>
> & {
item: {
type: 'income-group';
id: `income-group-${string}`;
value: CategoryGroupEntity;
};
isCollapsed: boolean;
onToggleCollapse: (categoryGroup: CategoryGroupEntity) => void;
onAddCategory: (categoryGroup: CategoryGroupEntity) => void;
onRename: (categoryGroup: CategoryGroupEntity, newName: string) => void;
onDelete: (categoryGroup: CategoryGroupEntity) => void;
onToggleVisibilty: (categoryGroup: CategoryGroupEntity) => void;
onApplyBudgetTemplatesInGroup: (categoryGroup: CategoryGroupEntity) => void;
};
export function IncomeCategoryGroupRow({
item,
isCollapsed,
onToggleCollapse,
onAddCategory,
onRename,
onDelete,
onToggleVisibilty,
onApplyBudgetTemplatesInGroup,
style,
...props
}: IncomeCategoryGroupRowProps) {
const [budgetType = 'rollover'] = useSyncedPref('budgetType');
return budgetType === 'rollover' ? (
<ReactAriaRow
style={{
...getCategoryGroupRowStyle(item.value),
...style,
}}
{...props}
>
{column => {
switch (column.type) {
case 'category':
return (
<CategoryGroupNameCell
month={column.month}
categoryGroup={item.value}
isCollapsed={isCollapsed}
onToggleCollapse={onToggleCollapse}
onAddCategory={onAddCategory}
onRename={onRename}
onDelete={onDelete}
onToggleVisibilty={onToggleVisibilty}
onApplyBudgetTemplatesInGroup={onApplyBudgetTemplatesInGroup}
/>
);
case 'budgeted':
return <ReactAriaCell />;
case 'spent':
return <ReactAriaCell />;
case 'balance':
return (
<CategoryGroupBalanceCell
month={column.month}
categoryGroup={item.value}
/>
);
default:
throw new Error(`Unrecognized column type: ${column.type}`);
}
}}
</ReactAriaRow>
) : (
<ReactAriaRow
style={{
...getCategoryGroupRowStyle(item.value),
...style,
}}
{...props}
>
{column => {
switch (column.type) {
case 'category':
return (
<CategoryGroupNameCell
month={column.month}
categoryGroup={item.value}
isCollapsed={isCollapsed}
onToggleCollapse={onToggleCollapse}
onAddCategory={onAddCategory}
onRename={onRename}
onDelete={onDelete}
onToggleVisibilty={onToggleVisibilty}
onApplyBudgetTemplatesInGroup={onApplyBudgetTemplatesInGroup}
/>
);
case 'budgeted':
return (
<CategoryGroupBudgetedCell
month={column.month}
categoryGroup={item.value}
/>
);
case 'spent':
return <ReactAriaCell />;
case 'balance':
return (
<CategoryGroupBalanceCell
month={column.month}
categoryGroup={item.value}
/>
);
default:
throw new Error(`Unrecognized column type: ${column.type}`);
}
}}
</ReactAriaRow>
);
}

View File

@@ -1,129 +0,0 @@
import React, { type ComponentPropsWithoutRef } from 'react';
import {
Row as ReactAriaRow,
Cell as ReactAriaCell,
} from 'react-aria-components';
import type {
CategoryEntity,
CategoryGroupEntity,
} from 'loot-core/types/models';
import {
type ColumnDefinition,
getCategoryRowStyle,
} from './BudgetCategoriesV2';
import { CategoryBalanceCell } from './CategoryBalanceCell';
import { CategoryBudgetedCell } from './CategoryBudgetedCell';
import { CategoryNameCell } from './CategoryNameCell';
import { useSyncedPref } from '@desktop-client/hooks/useSyncedPref';
type IncomeCategoryRowProps = ComponentPropsWithoutRef<
typeof ReactAriaRow<ColumnDefinition>
> & {
item: {
type: 'income-category';
id: `income-category-${string}`;
value: CategoryEntity;
group: CategoryGroupEntity;
};
onBudgetAction: (month: string, action: string, args: unknown) => void;
onRename: (category: CategoryEntity, newName: string) => void;
onDelete: (category: CategoryEntity) => void;
onToggleVisibility: (category: CategoryEntity) => void;
};
export function IncomeCategoryRow({
item,
onBudgetAction,
onRename,
onDelete,
onToggleVisibility,
style,
...props
}: IncomeCategoryRowProps) {
const [budgetType = 'rollover'] = useSyncedPref('budgetType');
return budgetType === 'rollover' ? (
<ReactAriaRow
style={{
...getCategoryRowStyle(item.value),
...style,
}}
{...props}
>
{column => {
switch (column.type) {
case 'category':
return (
<CategoryNameCell
month={column.month}
category={item.value}
categoryGroup={item.group}
onRename={onRename}
onDelete={onDelete}
onToggleVisibility={onToggleVisibility}
/>
);
case 'budgeted':
return <ReactAriaCell />;
case 'spent':
return <ReactAriaCell />;
case 'balance':
return (
<CategoryBalanceCell
month={column.month}
category={item.value}
onBudgetAction={onBudgetAction}
/>
);
default:
throw new Error(`Unrecognized column type: ${column.type}`);
}
}}
</ReactAriaRow>
) : (
<ReactAriaRow
style={{
...getCategoryRowStyle(item.value),
...style,
}}
{...props}
>
{column => {
switch (column.type) {
case 'category':
return (
<CategoryNameCell
month={column.month}
category={item.value}
categoryGroup={item.group}
onRename={onRename}
onDelete={onDelete}
onToggleVisibility={onToggleVisibility}
/>
);
case 'budgeted':
return (
<CategoryBudgetedCell
month={column.month}
category={item.value}
onBudgetAction={onBudgetAction}
/>
);
case 'spent':
return <ReactAriaCell />;
case 'balance':
return (
<CategoryBalanceCell
month={column.month}
category={item.value}
onBudgetAction={onBudgetAction}
/>
);
default:
throw new Error(`Unrecognized column type: ${column.type}`);
}
}}
</ReactAriaRow>
);
}

View File

@@ -12,14 +12,14 @@ type BalanceMovementMenuProps = {
categoryId: string;
month: string;
onBudgetAction: (month: string, action: string, arg?: unknown) => void;
onSelect?: () => void;
onClose?: () => void;
};
export function BalanceMovementMenu({
categoryId,
month,
onBudgetAction,
onSelect = () => {},
onClose = () => {},
}: BalanceMovementMenuProps) {
const format = useFormat();
@@ -48,7 +48,7 @@ export function BalanceMovementMenu({
category: categoryId,
flag: carryover,
});
onSelect();
onClose();
}}
onTransfer={() => setMenu('transfer')}
onCover={() => setMenu('cover')}
@@ -60,6 +60,7 @@ export function BalanceMovementMenu({
categoryId={categoryId}
initialAmount={catBalance}
showToBeBudgeted
onClose={onClose}
onSubmit={(amount, toCategoryId) => {
onBudgetAction(month, 'transfer-category', {
amount,
@@ -67,7 +68,6 @@ export function BalanceMovementMenu({
to: toCategoryId,
currencyCode: format.currency.code,
});
onSelect();
}}
/>
)}
@@ -76,6 +76,7 @@ export function BalanceMovementMenu({
<CoverMenu
categoryId={categoryId}
initialAmount={catBalance}
onClose={onClose}
onSubmit={(amount, fromCategoryId) => {
onBudgetAction(month, 'cover-overspending', {
to: categoryId,
@@ -83,7 +84,6 @@ export function BalanceMovementMenu({
amount,
currencyCode: format.currency.code,
});
onSelect();
}}
/>
)}

View File

@@ -27,6 +27,7 @@ type CoverMenuProps = {
initialAmount?: IntegerAmount | null;
categoryId?: CategoryEntity['id'];
onSubmit: (amount: IntegerAmount, categoryId: CategoryEntity['id']) => void;
onClose: () => void;
};
export function CoverMenu({
@@ -34,6 +35,7 @@ export function CoverMenu({
initialAmount = 0,
categoryId,
onSubmit,
onClose,
}: CoverMenuProps) {
const { t } = useTranslation();
@@ -59,6 +61,7 @@ export function CoverMenu({
if (parsedAmount && fromCategoryId) {
onSubmit(amountToInteger(parsedAmount), fromCategoryId);
}
onClose();
}
return (

View File

@@ -508,7 +508,7 @@ export const ExpenseCategoryMonth = memo(function ExpenseCategoryMonth({
categoryId={category.id}
month={month}
onBudgetAction={onBudgetAction}
onSelect={() => setBalanceMenuOpen(false)}
onClose={() => setBalanceMenuOpen(false)}
/>
</Popover>
</Field>

View File

@@ -22,6 +22,7 @@ type TransferMenuProps = {
initialAmount?: IntegerAmount | null;
showToBeBudgeted?: boolean;
onSubmit: (amount: IntegerAmount, categoryId: CategoryEntity['id']) => void;
onClose: () => void;
};
export function TransferMenu({
@@ -29,6 +30,7 @@ export function TransferMenu({
initialAmount = 0,
showToBeBudgeted,
onSubmit,
onClose,
}: TransferMenuProps) {
const { grouped: originalCategoryGroups } = useCategories();
const filteredCategoryGroups = useMemo(() => {
@@ -52,6 +54,7 @@ export function TransferMenu({
if (amount != null && amount > 0 && toCategoryId) {
onSubmit(amount, toCategoryId);
}
onClose();
};
return (

View File

@@ -119,12 +119,12 @@ export function ToBudget({
{menuStep === 'transfer' && (
<TransferMenu
initialAmount={availableValue}
onClose={() => setMenuOpen(false)}
onSubmit={(amount, categoryId) => {
onBudgetAction(month, 'transfer-available', {
amount,
category: categoryId,
});
setMenuOpen(false);
}}
/>
)}
@@ -132,13 +132,13 @@ export function ToBudget({
<CoverMenu
showToBeBudgeted={false}
initialAmount={availableValue}
onClose={() => setMenuOpen(false)}
onSubmit={(amount, categoryId) => {
onBudgetAction(month, 'cover-overbudgeted', {
category: categoryId,
amount,
currencyCode: format.currency.code,
});
setMenuOpen(false);
}}
/>
)}

View File

@@ -23,7 +23,7 @@ import {
getCategories,
} from '@desktop-client/budget/budgetSlice';
import { useCategories } from '@desktop-client/hooks/useCategories';
import { useCategoryMutations } from '@desktop-client/hooks/useCategoryMutations';
import { useCategoryActions } from '@desktop-client/hooks/useCategoryActions';
import { useGlobalPref } from '@desktop-client/hooks/useGlobalPref';
import { useLocalPref } from '@desktop-client/hooks/useLocalPref';
import { SheetNameProvider } from '@desktop-client/hooks/useSheetName';
@@ -138,7 +138,7 @@ export function Budget() {
onShowActivity,
onReorderCategory,
onReorderGroup,
} = useCategoryMutations();
} = useCategoryActions();
if (!initialized || !categoryGroups) {
return null;

View File

@@ -126,10 +126,6 @@ function ConfigureField<T extends RuleConditionEntity>({
return value;
}, [value, field, subfield, dateFormat]);
// For ops that filter based on payeeId, those use PayeeFilter, otherwise we use GenericInput
const isPayeeIdOp = (op: T['op']) =>
['is', 'is not', 'one of', 'not one of'].includes(op);
return (
<FocusScope>
<View style={{ marginBottom: 10 }}>
@@ -264,7 +260,7 @@ function ConfigureField<T extends RuleConditionEntity>({
});
}}
>
{type !== 'boolean' && (field !== 'payee' || !isPayeeIdOp(op)) && (
{type !== 'boolean' && field !== 'payee' && (
<GenericInput
ref={inputRef}
// @ts-expect-error - fix me
@@ -296,7 +292,7 @@ function ConfigureField<T extends RuleConditionEntity>({
/>
)}
{field === 'payee' && isPayeeIdOp(op) && (
{field === 'payee' && (
<PayeeFilter
// @ts-expect-error - fix me
value={formattedValue}

View File

@@ -1,6 +1,9 @@
// @ts-strict-ignore
import React, { useState } from 'react';
import { useTranslation } from 'react-i18next';
import { useLocation } from 'react-router';
import { isNonProductionEnvironment } from 'loot-core/shared/environment';
import {
Modal,
@@ -18,6 +21,14 @@ type ManageRulesModalProps = Extract<
export function ManageRulesModal({ payeeId }: ManageRulesModalProps) {
const { t } = useTranslation();
const [loading, setLoading] = useState(true);
const location = useLocation();
if (isNonProductionEnvironment()) {
if (location.pathname !== '/payees') {
throw new Error(
`Possibly invalid use of ManageRulesModal, add the current url \`${location.pathname}\` to the allowlist if you're confident the modal can never appear on top of the \`/rules\` page.`,
);
}
}
return (
<Modal name="manage-rules" isLoading={loading}>

View File

@@ -38,6 +38,10 @@ const currentIntervalOptions = [
description: t('Year to date'),
disableInclude: true,
},
{
description: t('Last month'),
disableInclude: true,
},
{
description: t('Last year'),
disableInclude: true,

View File

@@ -54,6 +54,7 @@ import {
import { FormulaActionEditor } from './FormulaActionEditor';
import { PayeeComboBox } from '@desktop-client/components/autocomplete/PayeeComboBox';
import { StatusBadge } from '@desktop-client/components/schedules/StatusBadge';
import { SimpleTransactionsTable } from '@desktop-client/components/transactions/SimpleTransactionsTable';
import { BetweenAmountInput } from '@desktop-client/components/util/AmountInput';
@@ -319,6 +320,13 @@ function ConditionEditor({
onChange={v => onChange('value', v)}
/>
);
} else if (field === 'payee') {
valueEditor = (
<PayeeComboBox
selectedKey={value}
onSelectionChange={id => onChange('value', id)}
/>
);
} else {
valueEditor = (
<GenericInput

View File

@@ -205,12 +205,6 @@ export function ExperimentalFeatures() {
<FeatureToggle flag="forceReload">
<Trans>Force reload app button</Trans>
</FeatureToggle>
<FeatureToggle
flag="budgetTableV2"
feedbackLink="https://github.com/actualbudget/actual/pull/CHANGEME"
>
<Trans>Rewrite of desktop budget table</Trans>
</FeatureToggle>
{showServerPrefs && (
<ServerFeatureToggle
prefName="flags.plugins"

View File

@@ -5,6 +5,7 @@ import { ButtonWithLoading } from '@actual-app/components/button';
import { Text } from '@actual-app/components/text';
import { send } from 'loot-core/platform/client/fetch';
import { isElectron } from 'loot-core/shared/environment';
import { Setting } from './UI';
@@ -88,3 +89,46 @@ export function ResetSync() {
</Setting>
);
}
export function ForceReload() {
const [reloading, setReloading] = useState(false);
async function onForceReload() {
setReloading(true);
try {
if (!isElectron()) {
const registration =
await window.navigator.serviceWorker.getRegistration('/');
if (registration) {
await registration.update();
if (registration.waiting) {
registration.waiting.postMessage({ type: 'SKIP_WAITING' });
}
}
}
} catch {
// Do nothing
} finally {
window.location.reload();
}
}
return (
<Setting
primaryAction={
<ButtonWithLoading isLoading={reloading} onPress={onForceReload}>
<Trans>Force reload app</Trans>
</ButtonWithLoading>
}
>
<Text>
<Trans>
<strong>Force reload app</strong> will clear the cached version of the
app and load a fresh one. This is useful if you&apos;re experiencing
issues with the app after an update or if cached files are causing
problems. The app will reload automatically after clearing the cache.
</Trans>
</Text>
</Setting>
);
}

View File

@@ -23,7 +23,7 @@ import { ExportBudget } from './Export';
import { FormatSettings } from './Format';
import { LanguageSettings } from './LanguageSettings';
import { RepairTransactions } from './RepairTransactions';
import { ResetCache, ResetSync } from './Reset';
import { ForceReload, ResetCache, ResetSync } from './Reset';
import { ThemeSettings } from './Themes';
import { AdvancedToggle, Setting } from './UI';
@@ -176,6 +176,7 @@ export function Settings() {
const [budgetName] = useMetadataPref('budgetName');
const dispatch = useDispatch();
const isCurrencyExperimentalEnabled = useFeatureFlag('currency');
const isForceReloadEnabled = useFeatureFlag('forceReload');
const [_, setDefaultCurrencyCodePref] = useSyncedPref('defaultCurrencyCode');
const onCloseBudget = () => {
@@ -252,6 +253,7 @@ export function Settings() {
<ExportBudget />
<AdvancedToggle>
<AdvancedAbout />
{isForceReloadEnabled && <ForceReload />}
<ResetCache />
<ResetSync />
<RepairTransactions />

View File

@@ -3,7 +3,6 @@ import React, {
type ComponentPropsWithoutRef,
type ReactNode,
type CSSProperties,
Fragment,
} from 'react';
import { styles } from '@actual-app/components/styles';
@@ -44,15 +43,10 @@ export function CellValue<
const { fullSheetName } = useSheetName(binding);
const sheetValue = useSheetValue(binding);
// Re-render when these value changes.
const key = `${fullSheetName}|${sheetValue}`;
return typeof children === 'function' ? (
<Fragment key={key}>
{children({ type, name: fullSheetName, value: sheetValue })}
</Fragment>
<>{children({ type, name: fullSheetName, value: sheetValue })}</>
) : (
<CellValueText
key={key}
type={type}
name={fullSheetName}
value={sheetValue}

View File

@@ -1,228 +0,0 @@
import { useTranslation } from 'react-i18next';
import { send } from 'loot-core/platform/client/fetch';
import {
type CategoryEntity,
type CategoryGroupEntity,
} from 'loot-core/types/models';
import { useCategories } from './useCategories';
import { useNavigate } from './useNavigate';
import {
createCategory,
createCategoryGroup,
deleteCategory,
deleteCategoryGroup,
moveCategory,
moveCategoryGroup,
updateCategory,
updateCategoryGroup,
} from '@desktop-client/budget/budgetSlice';
import { pushModal } from '@desktop-client/modals/modalsSlice';
import { addNotification } from '@desktop-client/notifications/notificationsSlice';
import { useDispatch } from '@desktop-client/redux';
export function useCategoryMutations() {
const dispatch = useDispatch();
const { t } = useTranslation();
const navigate = useNavigate();
const { grouped: categoryGroups } = useCategories();
const categoryNameAlreadyExistsNotification = (
name: CategoryEntity['name'],
) => {
dispatch(
addNotification({
notification: {
type: 'error',
message: t(
'Category "{{name}}" already exists in group (it may be hidden)',
{ name },
),
},
}),
);
};
const onSaveCategory = async (category: CategoryEntity) => {
const { grouped: categoryGroups = [] } = await send('get-categories');
const group = categoryGroups.find(g => g.id === category.group);
if (!group) {
return;
}
const groupCategories = group.categories ?? [];
const exists =
groupCategories
.filter(c => c.name.toUpperCase() === category.name.toUpperCase())
.filter(c => (category.id === 'new' ? true : c.id !== category.id))
.length > 0;
if (exists) {
categoryNameAlreadyExistsNotification(category.name);
return;
}
if (category.id === 'new') {
dispatch(
createCategory({
name: category.name,
groupId: category.group,
isIncome: !!category.is_income,
isHidden: !!category.hidden,
}),
);
} else {
dispatch(updateCategory({ category }));
}
};
const onDeleteCategory = async (id: CategoryEntity['id']) => {
const mustTransfer = await send('must-category-transfer', { id });
if (mustTransfer) {
dispatch(
pushModal({
modal: {
name: 'confirm-category-delete',
options: {
category: id,
onDelete: transferCategory => {
if (id !== transferCategory) {
dispatch(
deleteCategory({ id, transferId: transferCategory }),
);
}
},
},
},
}),
);
} else {
dispatch(deleteCategory({ id }));
}
};
const onSaveGroup = (group: CategoryGroupEntity) => {
if (group.id === 'new') {
dispatch(createCategoryGroup({ name: group.name }));
} else {
dispatch(updateCategoryGroup({ group }));
}
};
const onDeleteGroup = async (id: CategoryGroupEntity['id']) => {
const group = categoryGroups.find(g => g.id === id);
if (!group) {
return;
}
const groupCategories = group.categories ?? [];
let mustTransfer = false;
for (const category of groupCategories) {
if (await send('must-category-transfer', { id: category.id })) {
mustTransfer = true;
break;
}
}
if (mustTransfer) {
dispatch(
pushModal({
modal: {
name: 'confirm-category-delete',
options: {
group: id,
onDelete: transferCategory => {
dispatch(
deleteCategoryGroup({ id, transferId: transferCategory }),
);
},
},
},
}),
);
} else {
dispatch(deleteCategoryGroup({ id }));
}
};
const onShowActivity = (categoryId: CategoryEntity['id'], month: string) => {
const filterConditions = [
{ field: 'category', op: 'is', value: categoryId, type: 'id' },
{
field: 'date',
op: 'is',
value: month,
options: { month: true },
type: 'date',
},
];
navigate('/accounts', {
state: {
goBack: true,
filterConditions,
categoryId,
},
});
};
const onReorderCategory = async (sortInfo: {
id: CategoryEntity['id'];
groupId?: CategoryGroupEntity['id'];
targetId: CategoryEntity['id'] | null;
}) => {
const { grouped: categoryGroups = [], list: categories = [] } =
await send('get-categories');
const moveCandidate = categories.find(c => c.id === sortInfo.id);
const group = categoryGroups.find(g => g.id === sortInfo.groupId);
if (!moveCandidate || !group) {
return;
}
const groupCategories = group.categories ?? [];
const exists =
groupCategories
.filter(c => c.name.toUpperCase() === moveCandidate.name.toUpperCase())
.filter(c => c.id !== moveCandidate.id).length > 0;
if (exists) {
categoryNameAlreadyExistsNotification(moveCandidate.name);
return;
}
dispatch(
moveCategory({
id: moveCandidate.id,
groupId: group.id,
targetId: sortInfo.targetId,
}),
);
};
const onReorderGroup = async (sortInfo: {
id: CategoryGroupEntity['id'];
targetId: CategoryGroupEntity['id'] | null;
}) => {
dispatch(
moveCategoryGroup({ id: sortInfo.id, targetId: sortInfo.targetId }),
);
};
return {
onSaveCategory,
onDeleteCategory,
onSaveGroup,
onDeleteGroup,
onShowActivity,
onReorderCategory,
onReorderGroup,
};
}

View File

@@ -9,9 +9,7 @@ const DEFAULT_FEATURE_FLAG_STATE: Record<FeatureFlag, boolean> = {
formulaMode: false,
currency: false,
crossoverReport: false,
plugins: false,
forceReload: false,
budgetTableV2: false,
};
export function useFeatureFlag(name: FeatureFlag): boolean {

View File

@@ -1,31 +0,0 @@
---
title: Reflecting on Your 2025 Finances
description: We created a small app to help you look back at your financial year — Actual Budget Wrapped 2025.
date: 2026-01-10T10:00
slug: actual-budget-wrapped-2025
tags: [announcement]
hide_table_of_contents: false
authors: MatissJanis
---
As we step into 2026, it's natural to look back at the year that just passed. While many apps send you a "year in review" at the end of December, we thought it would be fun to create something special for Actual Budget users — a way to reflect on your financial journey throughout 2025.
<!--truncate-->
## Introducing Actual Budget Wrapped 2025
We've built a small web app that helps you visualize your financial story from the past year. [Actual Budget Wrapped 2025](https://wrapped.actualbudget.org) takes your Actual Budget data and transforms it into a personalized financial recap.
Whether you want to see your biggest spending categories, track your income trends, or simply marvel at how many transactions you've managed — this tool gives you a different perspective on your financial data. Sometimes it's helpful to step back and see the bigger picture of where your money went throughout the year.
The app is designed to be simple and privacy-focused. Your data stays in your browser and is processed locally. We don't collect or store any of your financial information — it's just between you and your Actual Budget file.
## Why Reflect?
Looking back at your finances can be eye-opening. Maybe you'll discover patterns you weren't aware of, or perhaps you'll be pleasantly surprised by how much progress you've made toward your goals. Maybe you'll spot areas where you can improve, or celebrate wins you've forgotten about.
Personal finance isn't just about numbers on a screen — it's about the choices we make, the goals we set, and the progress we track along the way. Sometimes taking a step back helps us appreciate how far we've come.
So head over to [wrapped.actualbudget.org](https://wrapped.actualbudget.org) and take a few minutes to see your 2025 financial story. We hope it brings you some insights, or at the very least, a moment of reflection as you plan for the year ahead.
Here's to making 2026 another great year for your finances!

View File

@@ -20,7 +20,7 @@ type ScheduleTemplateTarget = {
target: number;
next_date_string: string;
target_interval: number;
target_frequency: string | undefined;
target_frequency: string;
num_months: number;
completed: number;
full: boolean;
@@ -238,8 +238,6 @@ function getSinkingBaseContributionTotal(t: ScheduleTemplateTarget[]) {
monthlyAmount = schedule.target / intervalMonths;
break;
default:
// default to same math as monthly for now for non-reoccuring
monthlyAmount = schedule.target / schedule.target_interval;
break;
}
total += monthlyAmount;
@@ -277,21 +275,17 @@ export async function runSchedule(
const isPayMonthOf = c =>
c.full ||
((c.target_frequency === 'monthly' || !c.target_frequency) &&
(c.target_frequency === 'monthly' &&
c.target_interval === 1 &&
c.num_months === 0) ||
(c.target_frequency === 'weekly' && c.target_interval <= 4) ||
(c.target_frequency === 'daily' && c.target_interval <= 31) ||
isReflectBudget();
const isSubMonthly = c =>
c.target_frequency === 'weekly' || c.target_frequency === 'daily';
const t_payMonthOf = t.t.filter(isPayMonthOf);
const t_sinking = t.t
.filter(c => !isPayMonthOf(c))
.sort((a, b) => a.next_date_string.localeCompare(b.next_date_string));
const numSubMonthly = t.t.filter(isSubMonthly).length;
const totalPayMonthOf = getPayMonthOfTotal(t_payMonthOf);
const totalSinking = getSinkingTotal(t_sinking);
const totalSinkingBaseContribution =
@@ -309,8 +303,7 @@ export async function runSchedule(
balance >= totalSinking + totalPayMonthOf ||
(lastMonthGoal < totalSinking + totalPayMonthOf &&
lastMonthGoal !== 0 &&
balance >= lastMonthGoal &&
numSubMonthly > 0)
balance >= lastMonthGoal)
) {
to_budget += Math.round(totalPayMonthOf + totalSinkingBaseContribution);
} else {

View File

@@ -4,3 +4,11 @@ export function getNormalisedString(value: string) {
.normalize('NFD')
.replace(/\p{Diacritic}/gu, '');
}
export function normalisedEquals(a: string, b: string) {
return getNormalisedString(a) === getNormalisedString(b);
}
export function normalisedIncludes(a: string, b: string) {
return getNormalisedString(a).includes(getNormalisedString(b));
}

View File

@@ -5,9 +5,7 @@ export type FeatureFlag =
| 'formulaMode'
| 'currency'
| 'crossoverReport'
| 'plugins'
| 'forceReload'
| 'budgetTableV2';
| 'forceReload';
/**
* Cross-device preferences. These sync across devices when they are changed.

View File

@@ -1,6 +0,0 @@
---
category: Enhancements
authors: [joel-jeremy]
---
[Experimental] Rewrite of desktop budget table

View File

@@ -0,0 +1,6 @@
---
category: Enhancements
authors: [joel-jeremy]
---
Implement PayeeAutocomplete2 based on react-aria-component's ComboBox

View File

@@ -1,6 +0,0 @@
---
category: Bugfix
authors: [csenel]
---
Enable include current month option for last month

View File

@@ -1,6 +0,0 @@
---
category: Bugfix
authors: [RMcGhee]
---
Fix payee filter functionality to improve transaction filtering in the application.

View File

@@ -1,6 +0,0 @@
---
category: Maintenance
authors: [dependabot]
---
Bump react-router version from 7.9.6 to 7.12.0 for improved functionality and performance.

View File

@@ -1,6 +0,0 @@
---
category: Bugfix
authors: [youngcw]
---
Fix schedule template regressions where categories are being underbudgeted and to improve functionality and user experience.

View File

@@ -1,6 +0,0 @@
---
category: Bugfix
authors: [RMcGhee]
---
Remove url check that throws error in development

View File

@@ -1,6 +0,0 @@
---
category: Maintenance
authors: [MatissJanis]
---
Remove the force reload feature from the application settings.

View File

@@ -195,7 +195,7 @@ __metadata:
react-markdown: "npm:^10.1.0"
react-modal: "npm:3.16.3"
react-redux: "npm:^9.2.0"
react-router: "npm:7.12.0"
react-router: "npm:7.9.6"
react-simple-pull-to-refresh: "npm:^1.3.3"
react-spring: "npm:10.0.0"
react-swipeable: "npm:^7.0.2"
@@ -23299,9 +23299,9 @@ __metadata:
languageName: node
linkType: hard
"react-router@npm:7.12.0":
version: 7.12.0
resolution: "react-router@npm:7.12.0"
"react-router@npm:7.9.6":
version: 7.9.6
resolution: "react-router@npm:7.9.6"
dependencies:
cookie: "npm:^1.0.1"
set-cookie-parser: "npm:^2.6.0"
@@ -23311,7 +23311,7 @@ __metadata:
peerDependenciesMeta:
react-dom:
optional: true
checksum: 10/578324f792721200bd57a220c7931af692613943051c9bb0c6303613849ec9a2c2365a3a6afe1b3976c13edc8f71616bb9cfdb13c0ac501f239ad11a6884e3f8
checksum: 10/f34714b3701caf689c306631f5326a9fdab585799021c234aa3eee75bed6bfcea9250f0867e984e4e3c43c77d947c41bd47b70c0601d76c4290e03247fb7ac23
languageName: node
linkType: hard