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[PR #8085] [MERGED] [AI] Fix incorrect schedule value when saving full amount #114365

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opened 2026-06-05 22:13:27 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-06-05 22:13:27 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/8085
Author: @mnil
Created: 6/4/2026
Status: ✅ Merged
Merged: 6/5/2026
Merged by: @matt-fidd

Base: master ← Head: mnil/fix-schedule-yearly-bug

📝 Commits (1)

  • 1bcee8b [AI] Fix incorrect schedule value when saving full amount

📊 Changes

3 files changed (+60 additions, -2 deletions)

View changed files

📝 packages/loot-core/src/server/budget/schedule-template.test.ts (+44 -0)
📝 packages/loot-core/src/server/budget/schedule-template.ts (+10 -2)
➕ upcoming-release-notes/8085.md (+6 -0)

📄 Description

Description

If one has a yearly schedule and the budget template uses "Cover each occurence when it occurs", it still showed a value for the yearly schedule even though it's not the month where the schedule occurs.

Screenshot-2026-06-04-20:32:58

Related issue(s)

n/a

Testing

n/a

Checklist

  • Release notes added (see link above)
  • No obvious regressions in affected areas
  • Self-review has been performed - I understand what each change in the code does and why it is needed

Bundle Stats

Bundle Files count Total bundle size % Changed
desktop-client 37 14.05 MB → 14.05 MB (-2.6 kB) -0.02%
loot-core 1 5.28 MB → 5.28 MB (+48 B) +0.00%
api 2 3.86 MB → 3.86 MB (+48 B) +0.00%
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 14.05 MB → 14.05 MB (-2.6 kB) -0.02%
Changeset
File Δ Size
locale/en.json 📈 +587 B (+0.29%) 199.45 kB → 200.02 kB
locale/de.json 📉 -227 B (-0.13%) 170.87 kB → 170.65 kB
locale/zh-Hans.json 📉 -169 B (-0.14%) 117.01 kB → 116.84 kB
locale/nb-NO.json 📉 -229 B (-0.15%) 147.94 kB → 147.72 kB
locale/nl.json 📉 -181 B (-0.17%) 107 kB → 106.82 kB
locale/uk.json 📉 -367 B (-0.17%) 209.01 kB → 208.65 kB
locale/pt-BR.json 📉 -355 B (-0.18%) 188.32 kB → 187.97 kB
locale/ca.json 📉 -378 B (-0.20%) 186.63 kB → 186.26 kB
locale/es.json 📉 -374 B (-0.20%) 178.57 kB → 178.21 kB
locale/it.json 📉 -347 B (-0.21%) 164.87 kB → 164.53 kB
locale/fr.json 📉 -390 B (-0.21%) 178.44 kB → 178.06 kB
locale/da.json 📉 -229 B (-0.22%) 101.02 kB → 100.8 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
static/js/en.js 199.45 kB → 200.02 kB (+587 B) +0.29%

Smaller

Asset File Size % Changed
static/js/fr.js 178.44 kB → 178.06 kB (-390 B) -0.21%
static/js/ca.js 186.63 kB → 186.26 kB (-378 B) -0.20%
static/js/es.js 178.57 kB → 178.21 kB (-374 B) -0.20%
static/js/uk.js 209.01 kB → 208.65 kB (-367 B) -0.17%
static/js/pt-BR.js 188.32 kB → 187.97 kB (-355 B) -0.18%
static/js/it.js 164.87 kB → 164.53 kB (-347 B) -0.21%
static/js/da.js 101.02 kB → 100.8 kB (-229 B) -0.22%
static/js/nb-NO.js 147.94 kB → 147.72 kB (-229 B) -0.15%
static/js/de.js 170.87 kB → 170.65 kB (-227 B) -0.13%
static/js/nl.js 107 kB → 106.82 kB (-181 B) -0.17%
static/js/zh-Hans.js 117.01 kB → 116.84 kB (-169 B) -0.14%

Unchanged

Asset File Size % Changed
static/js/index.js 1.56 MB 0%
static/js/BackgroundImage.js 121.09 kB 0%
static/js/FormulaEditor.js 962.55 kB 0%
static/js/ManageRules.js 46.6 kB 0%
static/js/PayeeRuleCountLabel.js 7.33 kB 0%
static/js/ReportRouter.js 1.26 MB 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/client.js 451.37 kB 0%
static/js/en-GB.js 9.25 kB 0%
static/js/extends.js 508.06 kB 0%
static/js/indexeddb-main-thread-worker-e59fee74.js 13.46 kB 0%
static/js/narrow.js 364.2 kB 0%
static/js/resize-observer.js 18.06 kB 0%
static/js/th.js 174.31 kB 0%
static/js/theme.js 31.88 kB 0%
static/js/toString.js 705.14 kB 0%
static/js/useFormatList.js 2.52 kB 0%
static/js/useTransactionBatchActions.js 9.71 kB 0%
static/js/wide.js 298.88 kB 0%
static/js/workbox-window.prod.es5.js 7.33 kB 0%

loot-core

Total

Files count Total bundle size % Changed
1 5.28 MB → 5.28 MB (+48 B) +0.00%
Changeset
File Δ Size
home/runner/work/actual/actual/packages/loot-core/src/server/budget/schedule-template.ts 📈 +48 B (+0.56%) 8.31 kB → 8.36 kB
View detailed bundle breakdown

Added

Asset File Size % Changed
kcab.worker.BkkH_8jr.js 0 B → 5.28 MB (+5.28 MB) -

Removed

Asset File Size % Changed
kcab.worker.8g6UP_wl.js 5.28 MB → 0 B (-5.28 MB) -100%

Bigger
No assets were bigger

Smaller
No assets were smaller

Unchanged
No assets were unchanged

api

Total

Files count Total bundle size % Changed
2 3.86 MB → 3.86 MB (+48 B) +0.00%
Changeset
File Δ Size
home/runner/work/actual/actual/packages/loot-core/src/server/budget/schedule-template.ts 📈 +48 B (+0.58%) 8.14 kB → 8.19 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
index.js 3.86 MB → 3.86 MB (+48 B) +0.00%

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
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/8085 **Author:** [@mnil](https://github.com/mnil) **Created:** 6/4/2026 **Status:** ✅ Merged **Merged:** 6/5/2026 **Merged by:** [@matt-fidd](https://github.com/matt-fidd) **Base:** `master` ← **Head:** `mnil/fix-schedule-yearly-bug` --- ### 📝 Commits (1) - [`1bcee8b`](https://github.com/actualbudget/actual/commit/1bcee8b831c1a678b4677703e35d37e53b81c505) [AI] Fix incorrect schedule value when saving full amount ### 📊 Changes **3 files changed** (+60 additions, -2 deletions) <details> <summary>View changed files</summary> 📝 `packages/loot-core/src/server/budget/schedule-template.test.ts` (+44 -0) 📝 `packages/loot-core/src/server/budget/schedule-template.ts` (+10 -2) ➕ `upcoming-release-notes/8085.md` (+6 -0) </details> ### 📄 Description ## Description If one has a yearly schedule and the budget template uses "Cover each occurence when it occurs", it still showed a value for the yearly schedule even though it's not the month where the schedule occurs. <img width="638" height="243" alt="Screenshot-2026-06-04-20:32:58" src="https://github.com/user-attachments/assets/3d6d85a2-7213-4015-846d-760d9e0da0c9" /> ## Related issue(s) n/a ## Testing n/a ## Checklist - [x] Release notes added (see link above) - [x] No obvious regressions in affected areas - [x] Self-review has been performed - I understand what each change in the code does and why it is needed <!--- actual-bot-sections ---> <!--- bundlestats-action-comment key:combined start ---> ### Bundle Stats Bundle | Files count | Total bundle size | % Changed ------ | ----------- | ----------------- | --------- desktop-client | 37 | 14.05 MB → 14.05 MB (-2.6 kB) | -0.02% loot-core | 1 | 5.28 MB → 5.28 MB (+48 B) | +0.00% api | 2 | 3.86 MB → 3.86 MB (+48 B) | +0.00% 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 | 14.05 MB → 14.05 MB (-2.6 kB) | -0.02% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `locale/en.json` | 📈 +587 B (+0.29%) | 199.45 kB → 200.02 kB `locale/de.json` | 📉 -227 B (-0.13%) | 170.87 kB → 170.65 kB `locale/zh-Hans.json` | 📉 -169 B (-0.14%) | 117.01 kB → 116.84 kB `locale/nb-NO.json` | 📉 -229 B (-0.15%) | 147.94 kB → 147.72 kB `locale/nl.json` | 📉 -181 B (-0.17%) | 107 kB → 106.82 kB `locale/uk.json` | 📉 -367 B (-0.17%) | 209.01 kB → 208.65 kB `locale/pt-BR.json` | 📉 -355 B (-0.18%) | 188.32 kB → 187.97 kB `locale/ca.json` | 📉 -378 B (-0.20%) | 186.63 kB → 186.26 kB `locale/es.json` | 📉 -374 B (-0.20%) | 178.57 kB → 178.21 kB `locale/it.json` | 📉 -347 B (-0.21%) | 164.87 kB → 164.53 kB `locale/fr.json` | 📉 -390 B (-0.21%) | 178.44 kB → 178.06 kB `locale/da.json` | 📉 -229 B (-0.22%) | 101.02 kB → 100.8 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/en.js | 199.45 kB → 200.02 kB (+587 B) | +0.29% **Smaller** Asset | File Size | % Changed ----- | --------- | --------- static/js/fr.js | 178.44 kB → 178.06 kB (-390 B) | -0.21% static/js/ca.js | 186.63 kB → 186.26 kB (-378 B) | -0.20% static/js/es.js | 178.57 kB → 178.21 kB (-374 B) | -0.20% static/js/uk.js | 209.01 kB → 208.65 kB (-367 B) | -0.17% static/js/pt-BR.js | 188.32 kB → 187.97 kB (-355 B) | -0.18% static/js/it.js | 164.87 kB → 164.53 kB (-347 B) | -0.21% static/js/da.js | 101.02 kB → 100.8 kB (-229 B) | -0.22% static/js/nb-NO.js | 147.94 kB → 147.72 kB (-229 B) | -0.15% static/js/de.js | 170.87 kB → 170.65 kB (-227 B) | -0.13% static/js/nl.js | 107 kB → 106.82 kB (-181 B) | -0.17% static/js/zh-Hans.js | 117.01 kB → 116.84 kB (-169 B) | -0.14% **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- static/js/index.js | 1.56 MB | 0% static/js/BackgroundImage.js | 121.09 kB | 0% static/js/FormulaEditor.js | 962.55 kB | 0% static/js/ManageRules.js | 46.6 kB | 0% static/js/PayeeRuleCountLabel.js | 7.33 kB | 0% static/js/ReportRouter.js | 1.26 MB | 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/client.js | 451.37 kB | 0% static/js/en-GB.js | 9.25 kB | 0% static/js/extends.js | 508.06 kB | 0% static/js/indexeddb-main-thread-worker-e59fee74.js | 13.46 kB | 0% static/js/narrow.js | 364.2 kB | 0% static/js/resize-observer.js | 18.06 kB | 0% static/js/th.js | 174.31 kB | 0% static/js/theme.js | 31.88 kB | 0% static/js/toString.js | 705.14 kB | 0% static/js/useFormatList.js | 2.52 kB | 0% static/js/useTransactionBatchActions.js | 9.71 kB | 0% static/js/wide.js | 298.88 kB | 0% static/js/workbox-window.prod.es5.js | 7.33 kB | 0% </div> </details> --- #### loot-core **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 5.28 MB → 5.28 MB (+48 B) | +0.00% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `home/runner/work/actual/actual/packages/loot-core/src/server/budget/schedule-template.ts` | 📈 +48 B (+0.56%) | 8.31 kB → 8.36 kB </details> <details> <summary>View detailed bundle breakdown</summary> <div> **Added** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker.BkkH_8jr.js | 0 B → 5.28 MB (+5.28 MB) | - **Removed** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker.8g6UP_wl.js | 5.28 MB → 0 B (-5.28 MB) | -100% **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** No assets were unchanged </div> </details> --- #### api **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 2 | 3.86 MB → 3.86 MB (+48 B) | +0.00% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `home/runner/work/actual/actual/packages/loot-core/src/server/budget/schedule-template.ts` | 📈 +48 B (+0.58%) | 8.14 kB → 8.19 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 ----- | --------- | --------- index.js | 3.86 MB → 3.86 MB (+48 B) | +0.00% **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- 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 2026-06-05 22:13:27 -05:00
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Reference: github-starred/actual#114365
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