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Code Issues 3.0k Packages Projects Releases 58 Wiki Activity

[PR #8001] [AI] Fix custom report transfer drilldown filters #109760

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opened 2026-06-02 18:53:19 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-06-02 18:53:19 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/8001
Author: @kikiminyes
Created: 5/31/2026
Status: 🔄 Open

Base: master ← Head: fix-custom-report-transfer-drilldown

📝 Commits (2)

  • 9f761c2 [AI] Fix custom report transfer drilldown filters
  • 413d678 Merge branch 'master' into fix-custom-report-transfer-drilldown

📊 Changes

11 files changed (+158 additions, -28 deletions)

View changed files

📝 packages/desktop-client/src/components/reports/graphs/BarGraph.tsx (+33 -18)
📝 packages/desktop-client/src/components/reports/graphs/DonutGraph.tsx (+3 -1)
📝 packages/desktop-client/src/components/reports/graphs/LineGraph.tsx (+7 -2)
📝 packages/desktop-client/src/components/reports/graphs/StackedBarGraph.tsx (+1 -0)
➕ packages/desktop-client/src/components/reports/graphs/showActivity.test.ts (+81 -0)
📝 packages/desktop-client/src/components/reports/graphs/showActivity.ts (+18 -7)
📝 packages/desktop-client/src/components/reports/graphs/tableGraph/ReportTableRow.tsx (+4 -0)
📝 packages/desktop-client/src/components/reports/spreadsheets/calculateLegend.ts (+2 -0)
📝 packages/desktop-client/src/components/reports/spreadsheets/recalculate.ts (+1 -0)
📝 packages/loot-core/src/types/models/reports.ts (+2 -0)
➕ upcoming-release-notes/8001.md (+6 -0)

📄 Description

Fixes #7999

Summary

  • preserve the virtual report category metadata used for Uncategorized/Off budget/Transfers rows
  • pass that metadata through bar, stacked bar, line, donut, and table drilldowns
  • apply transfer is true when drilling into the virtual Transfers category instead of omitting the category filter

Testing

  • yarn workspace @actual-app/web test src/components/reports/graphs/showActivity.test.ts
  • yarn workspace @actual-app/web typecheck
  • yarn oxfmt --check packages/desktop-client/src/components/reports/graphs/showActivity.ts packages/desktop-client/src/components/reports/graphs/showActivity.test.ts packages/desktop-client/src/components/reports/graphs/BarGraph.tsx packages/desktop-client/src/components/reports/graphs/StackedBarGraph.tsx packages/desktop-client/src/components/reports/graphs/LineGraph.tsx packages/desktop-client/src/components/reports/graphs/DonutGraph.tsx packages/desktop-client/src/components/reports/graphs/tableGraph/ReportTableRow.tsx packages/desktop-client/src/components/reports/spreadsheets/calculateLegend.ts packages/desktop-client/src/components/reports/spreadsheets/recalculate.ts packages/loot-core/src/types/models/reports.ts
  • yarn oxlint --type-aware ... (0 errors; existing no-unsafe-type-assertion warnings remain in touched files)

Bundle Stats

Bundle Files count Total bundle size % Changed
desktop-client 37 14.03 MB → 14.03 MB (+1.29 kB) +0.01%
loot-core 1 5.34 MB 0%
api 2 3.97 MB 0%
cli 1 7.97 MB 0%
crdt 1 11.12 kB 0%
View detailed bundle stats

desktop-client

Total

Files count Total bundle size % Changed
37 14.03 MB → 14.03 MB (+1.29 kB) +0.01%
Changeset
File Δ Size
src/components/reports/graphs/showActivity.ts 📈 +184 B (+9.86%) 1.82 kB → 2 kB
src/components/reports/spreadsheets/calculateLegend.ts 📈 +89 B (+6.45%) 1.35 kB → 1.43 kB
src/components/reports/graphs/BarGraph.tsx 📈 +296 B (+2.58%) 11.21 kB → 11.5 kB
src/components/reports/graphs/tableGraph/ReportTableRow.tsx 📈 +307 B (+2.31%) 12.95 kB → 13.25 kB
src/components/reports/spreadsheets/recalculate.ts 📈 +42 B (+2.06%) 1.99 kB → 2.03 kB
src/components/reports/graphs/LineGraph.tsx 📈 +52 B (+0.52%) 9.84 kB → 9.89 kB
src/components/reports/graphs/StackedBarGraph.tsx 📈 +46 B (+0.46%) 9.8 kB → 9.84 kB
src/components/reports/graphs/DonutGraph.tsx 📈 +48 B (+0.21%) 22.77 kB → 22.82 kB
locale/en.json 📈 +252 B (+0.12%) 198.24 kB → 198.48 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
static/js/ReportRouter.js 1.26 MB → 1.26 MB (+1.04 kB) +0.08%
static/js/en.js 198.24 kB → 198.48 kB (+252 B) +0.12%

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
static/js/index.js 1.54 MB 0%
static/js/BackgroundImage.js 121.09 kB 0%
static/js/FormulaEditor.js 962.55 kB 0%
static/js/ManageRules.js 46.98 kB 0%
static/js/PayeeRuleCountLabel.js 7.33 kB 0%
static/js/ScheduleEditForm.js 146.44 kB 0%
static/js/SchedulesTable.js 202.7 kB 0%
static/js/TransactionEdit.js 90.63 kB 0%
static/js/TransactionList.js 85.81 kB 0%
static/js/Value.js 5.08 MB 0%
static/js/_baseIsEqual.js 98.38 kB 0%
static/js/ca.js 186.75 kB 0%
static/js/client.js 451.37 kB 0%
static/js/da.js 101.15 kB 0%
static/js/de.js 170.77 kB 0%
static/js/en-GB.js 9.25 kB 0%
static/js/es.js 178.68 kB 0%
static/js/extends.js 500.96 kB 0%
static/js/fr.js 178.57 kB 0%
static/js/indexeddb-main-thread-worker-e59fee74.js 13.46 kB 0%
static/js/it.js 165 kB 0%
static/js/narrow.js 364.2 kB 0%
static/js/nb-NO.js 148.05 kB 0%
static/js/nl.js 106.24 kB 0%
static/js/pt-BR.js 188.43 kB 0%
static/js/resize-observer.js 18.06 kB 0%
static/js/th.js 174.48 kB 0%
static/js/theme.js 31.88 kB 0%
static/js/toString.js 705.14 kB 0%
static/js/uk.js 207.46 kB 0%
static/js/useFormatList.js 2.52 kB 0%
static/js/useTransactionBatchActions.js 9.71 kB 0%
static/js/wide.js 297.21 kB 0%
static/js/workbox-window.prod.es5.js 7.33 kB 0%
static/js/zh-Hans.js 116.89 kB 0%

loot-core

Total

Files count Total bundle size % Changed
1 5.34 MB 0%
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger
No assets were bigger

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
kcab.worker._bwMMgjb.js 5.34 MB 0%

api

Total

Files count Total bundle size % Changed
2 3.97 MB 0%
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger
No assets were bigger

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
index.js 3.97 MB 0%
models.js 0 B 0%

cli

Total

Files count Total bundle size % Changed
1 7.97 MB 0%
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger
No assets were bigger

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
cli.js 7.97 MB 0%

crdt

Total

Files count Total bundle size % Changed
1 11.12 kB 0%
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger
No assets were bigger

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
index.js 11.12 kB 0%

🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.

## 📋 Pull Request Information **Original PR:** https://github.com/actualbudget/actual/pull/8001 **Author:** [@kikiminyes](https://github.com/kikiminyes) **Created:** 5/31/2026 **Status:** 🔄 Open **Base:** `master` ← **Head:** `fix-custom-report-transfer-drilldown` --- ### 📝 Commits (2) - [`9f761c2`](https://github.com/actualbudget/actual/commit/9f761c2555fe4d9c64c58d0bdf5dc3f64772cc57) [AI] Fix custom report transfer drilldown filters - [`413d678`](https://github.com/actualbudget/actual/commit/413d6789b22486a59036c4be42c600306e6ae395) Merge branch 'master' into fix-custom-report-transfer-drilldown ### 📊 Changes **11 files changed** (+158 additions, -28 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/reports/graphs/BarGraph.tsx` (+33 -18) 📝 `packages/desktop-client/src/components/reports/graphs/DonutGraph.tsx` (+3 -1) 📝 `packages/desktop-client/src/components/reports/graphs/LineGraph.tsx` (+7 -2) 📝 `packages/desktop-client/src/components/reports/graphs/StackedBarGraph.tsx` (+1 -0) ➕ `packages/desktop-client/src/components/reports/graphs/showActivity.test.ts` (+81 -0) 📝 `packages/desktop-client/src/components/reports/graphs/showActivity.ts` (+18 -7) 📝 `packages/desktop-client/src/components/reports/graphs/tableGraph/ReportTableRow.tsx` (+4 -0) 📝 `packages/desktop-client/src/components/reports/spreadsheets/calculateLegend.ts` (+2 -0) 📝 `packages/desktop-client/src/components/reports/spreadsheets/recalculate.ts` (+1 -0) 📝 `packages/loot-core/src/types/models/reports.ts` (+2 -0) ➕ `upcoming-release-notes/8001.md` (+6 -0) </details> ### 📄 Description Fixes #7999 ## Summary - preserve the virtual report category metadata used for Uncategorized/Off budget/Transfers rows - pass that metadata through bar, stacked bar, line, donut, and table drilldowns - apply `transfer is true` when drilling into the virtual Transfers category instead of omitting the category filter ## Testing - `yarn workspace @actual-app/web test src/components/reports/graphs/showActivity.test.ts` - `yarn workspace @actual-app/web typecheck` - `yarn oxfmt --check packages/desktop-client/src/components/reports/graphs/showActivity.ts packages/desktop-client/src/components/reports/graphs/showActivity.test.ts packages/desktop-client/src/components/reports/graphs/BarGraph.tsx packages/desktop-client/src/components/reports/graphs/StackedBarGraph.tsx packages/desktop-client/src/components/reports/graphs/LineGraph.tsx packages/desktop-client/src/components/reports/graphs/DonutGraph.tsx packages/desktop-client/src/components/reports/graphs/tableGraph/ReportTableRow.tsx packages/desktop-client/src/components/reports/spreadsheets/calculateLegend.ts packages/desktop-client/src/components/reports/spreadsheets/recalculate.ts packages/loot-core/src/types/models/reports.ts` - `yarn oxlint --type-aware ...` (0 errors; existing no-unsafe-type-assertion warnings remain in touched files) <!--- actual-bot-sections ---> <hr /> <!--- bundlestats-action-comment key:combined start ---> ### Bundle Stats Bundle | Files count | Total bundle size | % Changed ------ | ----------- | ----------------- | --------- desktop-client | 37 | 14.03 MB → 14.03 MB (+1.29 kB) | +0.01% loot-core | 1 | 5.34 MB | 0% api | 2 | 3.97 MB | 0% cli | 1 | 7.97 MB | 0% crdt | 1 | 11.12 kB | 0% <details> <summary>View detailed bundle stats</summary> #### desktop-client **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 37 | 14.03 MB → 14.03 MB (+1.29 kB) | +0.01% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/components/reports/graphs/showActivity.ts` | 📈 +184 B (+9.86%) | 1.82 kB → 2 kB `src/components/reports/spreadsheets/calculateLegend.ts` | 📈 +89 B (+6.45%) | 1.35 kB → 1.43 kB `src/components/reports/graphs/BarGraph.tsx` | 📈 +296 B (+2.58%) | 11.21 kB → 11.5 kB `src/components/reports/graphs/tableGraph/ReportTableRow.tsx` | 📈 +307 B (+2.31%) | 12.95 kB → 13.25 kB `src/components/reports/spreadsheets/recalculate.ts` | 📈 +42 B (+2.06%) | 1.99 kB → 2.03 kB `src/components/reports/graphs/LineGraph.tsx` | 📈 +52 B (+0.52%) | 9.84 kB → 9.89 kB `src/components/reports/graphs/StackedBarGraph.tsx` | 📈 +46 B (+0.46%) | 9.8 kB → 9.84 kB `src/components/reports/graphs/DonutGraph.tsx` | 📈 +48 B (+0.21%) | 22.77 kB → 22.82 kB `locale/en.json` | 📈 +252 B (+0.12%) | 198.24 kB → 198.48 kB </details> <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** Asset | File Size | % Changed ----- | --------- | --------- static/js/ReportRouter.js | 1.26 MB → 1.26 MB (+1.04 kB) | +0.08% static/js/en.js | 198.24 kB → 198.48 kB (+252 B) | +0.12% **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- static/js/index.js | 1.54 MB | 0% static/js/BackgroundImage.js | 121.09 kB | 0% static/js/FormulaEditor.js | 962.55 kB | 0% static/js/ManageRules.js | 46.98 kB | 0% static/js/PayeeRuleCountLabel.js | 7.33 kB | 0% static/js/ScheduleEditForm.js | 146.44 kB | 0% static/js/SchedulesTable.js | 202.7 kB | 0% static/js/TransactionEdit.js | 90.63 kB | 0% static/js/TransactionList.js | 85.81 kB | 0% static/js/Value.js | 5.08 MB | 0% static/js/_baseIsEqual.js | 98.38 kB | 0% static/js/ca.js | 186.75 kB | 0% static/js/client.js | 451.37 kB | 0% static/js/da.js | 101.15 kB | 0% static/js/de.js | 170.77 kB | 0% static/js/en-GB.js | 9.25 kB | 0% static/js/es.js | 178.68 kB | 0% static/js/extends.js | 500.96 kB | 0% static/js/fr.js | 178.57 kB | 0% static/js/indexeddb-main-thread-worker-e59fee74.js | 13.46 kB | 0% static/js/it.js | 165 kB | 0% static/js/narrow.js | 364.2 kB | 0% static/js/nb-NO.js | 148.05 kB | 0% static/js/nl.js | 106.24 kB | 0% static/js/pt-BR.js | 188.43 kB | 0% static/js/resize-observer.js | 18.06 kB | 0% static/js/th.js | 174.48 kB | 0% static/js/theme.js | 31.88 kB | 0% static/js/toString.js | 705.14 kB | 0% static/js/uk.js | 207.46 kB | 0% static/js/useFormatList.js | 2.52 kB | 0% static/js/useTransactionBatchActions.js | 9.71 kB | 0% static/js/wide.js | 297.21 kB | 0% static/js/workbox-window.prod.es5.js | 7.33 kB | 0% static/js/zh-Hans.js | 116.89 kB | 0% </div> </details> --- #### loot-core **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 5.34 MB | 0% <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker._bwMMgjb.js | 5.34 MB | 0% </div> </details> --- #### api **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 2 | 3.97 MB | 0% <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- index.js | 3.97 MB | 0% models.js | 0 B | 0% </div> </details> --- #### cli **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 7.97 MB | 0% <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- cli.js | 7.97 MB | 0% </div> </details> --- #### crdt **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 11.12 kB | 0% <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- index.js | 11.12 kB | 0% </div> </details> </details> <!--- bundlestats-action-comment key:combined end ---> --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>
GiteaMirror added the pull-request label 2026-06-02 18:53:19 -05:00
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Reference: github-starred/actual#109760
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