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Code Issues 3.0k Packages Projects Releases 58 Wiki Activity

[PR #7694] [MERGED] automation UI: seperate percentage sources in error logic #122048

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opened 2026-06-11 20:36:23 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-06-11 20:36:23 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/7694
Author: @matt-fidd
Created: 5/3/2026
Status: ✅ Merged
Merged: 5/4/2026
Merged by: @matt-fidd

Base: master ← Head: budget-automation/percentage-error

📝 Commits (5)

  • 08836dc seperate percentage sources in error logic
  • 8a9e2eb note
  • 7c2d12f Merge branch 'master' into budget-automation/percentage-error
  • 9e4d5cc restructure and add test
  • aae1bfe fix income category resolution and add regression test

📊 Changes

6 files changed (+113 additions, -12 deletions)

View changed files

📝 packages/desktop-client/src/components/budget/goals/useBudgetAutomationCategories.ts (+5 -2)
➕ packages/desktop-client/src/components/budget/goals/validateAutomation.test.ts (+69 -0)
📝 packages/desktop-client/src/components/budget/goals/validateAutomation.ts (+15 -0)
📝 packages/desktop-client/src/components/modals/BudgetAutomationsModal/BudgetAutomationsBody.tsx (+5 -8)
📝 packages/desktop-client/src/components/modals/BudgetAutomationsModal/BudgetAutomationsModal.tsx (+13 -2)
➕ upcoming-release-notes/7694.md (+6 -0)

📄 Description

Description

AI disclaimer, I did the fixes, claude helped to write the tests.

Fixes income category resolution (were showing blank) and scopes the percentage error message per source.

Related issue(s)

https://github.com/actualbudget/actual/issues/7692#issuecomment-4367351791

Testing

Use test budget for before and after comparison.

2026-05-04-Test Budget.zip

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 34 13.95 MB → 13.95 MB (+799 B) +0.01%
loot-core 1 5.27 MB 0%
api 2 3.89 MB 0%
cli 1 7.97 MB 0%
crdt 1 41.83 kB 0%
View detailed bundle stats

desktop-client

Total

Files count Total bundle size % Changed
34 13.95 MB → 13.95 MB (+799 B) +0.01%
Changeset
File Δ Size
src/components/budget/goals/validateAutomation.ts 📈 +482 B (+29.23%) 1.61 kB → 2.08 kB
src/components/modals/BudgetAutomationsModal/BudgetAutomationsModal.tsx 📈 +466 B (+9.29%) 4.9 kB → 5.35 kB
src/components/budget/goals/useBudgetAutomationCategories.ts 📈 +18 B (+2.67%) 674 B → 692 B
src/components/modals/BudgetAutomationsModal/BudgetAutomationsBody.tsx 📉 -167 B (-1.69%) 9.67 kB → 9.51 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
static/js/index.js 1.93 MB → 1.93 MB (+799 B) +0.04%

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
static/js/BackgroundImage.js 121.09 kB 0%
static/js/FormulaEditor.js 962.55 kB 0%
static/js/PayeeRuleCountLabel.js 52.52 kB 0%
static/js/ReportRouter.js 1.22 MB 0%
static/js/ScheduleEditForm.js 145.68 kB 0%
static/js/TransactionEdit.js 189.54 kB 0%
static/js/TransactionList.js 85.81 kB 0%
static/js/Value.js 4.94 MB 0%
static/js/ca.js 190.22 kB 0%
static/js/chart-theme.js 796.5 kB 0%
static/js/client.js 451.37 kB 0%
static/js/da.js 103.32 kB 0%
static/js/de.js 172.83 kB 0%
static/js/en-GB.js 8.2 kB 0%
static/js/en.js 185.81 kB 0%
static/js/es.js 181.26 kB 0%
static/js/extends.js 518.66 kB 0%
static/js/fr.js 181.27 kB 0%
static/js/indexeddb-main-thread-worker-e59fee74.js 13.46 kB 0%
static/js/it.js 167.28 kB 0%
static/js/narrow.js 364.31 kB 0%
static/js/nb-NO.js 150.48 kB 0%
static/js/nl.js 108.23 kB 0%
static/js/pl.js 88.01 kB 0%
static/js/pt-BR.js 192.06 kB 0%
static/js/resize-observer.js 18.06 kB 0%
static/js/th.js 178.2 kB 0%
static/js/theme.js 31.67 kB 0%
static/js/uk.js 210.75 kB 0%
static/js/useFormatList.js 8.63 kB 0%
static/js/wide.js 453 B 0%
static/js/workbox-window.prod.es5.js 7.33 kB 0%
static/js/zh-Hans.js 119.2 kB 0%

loot-core

Total

Files count Total bundle size % Changed
1 5.27 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.DiBErB6z.js 5.27 MB 0%

api

Total

Files count Total bundle size % Changed
2 3.89 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 3.89 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 41.83 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 41.83 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/7694 **Author:** [@matt-fidd](https://github.com/matt-fidd) **Created:** 5/3/2026 **Status:** ✅ Merged **Merged:** 5/4/2026 **Merged by:** [@matt-fidd](https://github.com/matt-fidd) **Base:** `master` ← **Head:** `budget-automation/percentage-error` --- ### 📝 Commits (5) - [`08836dc`](https://github.com/actualbudget/actual/commit/08836dcc72fe77d517cc052e94d07c1da10244f1) seperate percentage sources in error logic - [`8a9e2eb`](https://github.com/actualbudget/actual/commit/8a9e2eb277c676f89e2b485a0e4e203ed27a163e) note - [`7c2d12f`](https://github.com/actualbudget/actual/commit/7c2d12f7b4e6eddb696b16a6904db033a2addf07) Merge branch 'master' into budget-automation/percentage-error - [`9e4d5cc`](https://github.com/actualbudget/actual/commit/9e4d5ccf642fb1cd000ee7e038d94ea1de09b3db) restructure and add test - [`aae1bfe`](https://github.com/actualbudget/actual/commit/aae1bfea7a713343949f82a34751e7fbe4d72dd6) fix income category resolution and add regression test ### 📊 Changes **6 files changed** (+113 additions, -12 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/budget/goals/useBudgetAutomationCategories.ts` (+5 -2) ➕ `packages/desktop-client/src/components/budget/goals/validateAutomation.test.ts` (+69 -0) 📝 `packages/desktop-client/src/components/budget/goals/validateAutomation.ts` (+15 -0) 📝 `packages/desktop-client/src/components/modals/BudgetAutomationsModal/BudgetAutomationsBody.tsx` (+5 -8) 📝 `packages/desktop-client/src/components/modals/BudgetAutomationsModal/BudgetAutomationsModal.tsx` (+13 -2) ➕ `upcoming-release-notes/7694.md` (+6 -0) </details> ### 📄 Description <!-- Thank you for submitting a pull request! Make sure to follow the instructions to write release notes for your PR — it should only take a minute or two: https://actualbudget.org/docs/contributing/#writing-good-release-notes. Try running yarn generate:release-notes *before* pushing your PR for an interactive experience. --> ## Description <!-- What does this PR do? Why is it needed? Please give context on the "why?": why do we need this change? What problem is it solving for you?--> AI disclaimer, I did the fixes, claude helped to write the tests. Fixes income category resolution (were showing blank) and scopes the percentage error message per source. ## Related issue(s) <!-- e.g. Fixes #123, Relates to #456 --> https://github.com/actualbudget/actual/issues/7692#issuecomment-4367351791 ## Testing <!-- What did you test? How can we reproduce the issue you are fixing or how can we test the feature you built? --> Use test budget for before and after comparison. [2026-05-04-Test Budget.zip](https://github.com/user-attachments/files/27326107/2026-05-04-Test.Budget.zip) ## Checklist - [ ] 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 | 34 | 13.95 MB → 13.95 MB (+799 B) | +0.01% loot-core | 1 | 5.27 MB | 0% api | 2 | 3.89 MB | 0% cli | 1 | 7.97 MB | 0% crdt | 1 | 41.83 kB | 0% <details> <summary>View detailed bundle stats</summary> #### desktop-client **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 34 | 13.95 MB → 13.95 MB (+799 B) | +0.01% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/components/budget/goals/validateAutomation.ts` | 📈 +482 B (+29.23%) | 1.61 kB → 2.08 kB `src/components/modals/BudgetAutomationsModal/BudgetAutomationsModal.tsx` | 📈 +466 B (+9.29%) | 4.9 kB → 5.35 kB `src/components/budget/goals/useBudgetAutomationCategories.ts` | 📈 +18 B (+2.67%) | 674 B → 692 B `src/components/modals/BudgetAutomationsModal/BudgetAutomationsBody.tsx` | 📉 -167 B (-1.69%) | 9.67 kB → 9.51 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/index.js | 1.93 MB → 1.93 MB (+799 B) | +0.04% **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- static/js/BackgroundImage.js | 121.09 kB | 0% static/js/FormulaEditor.js | 962.55 kB | 0% static/js/PayeeRuleCountLabel.js | 52.52 kB | 0% static/js/ReportRouter.js | 1.22 MB | 0% static/js/ScheduleEditForm.js | 145.68 kB | 0% static/js/TransactionEdit.js | 189.54 kB | 0% static/js/TransactionList.js | 85.81 kB | 0% static/js/Value.js | 4.94 MB | 0% static/js/ca.js | 190.22 kB | 0% static/js/chart-theme.js | 796.5 kB | 0% static/js/client.js | 451.37 kB | 0% static/js/da.js | 103.32 kB | 0% static/js/de.js | 172.83 kB | 0% static/js/en-GB.js | 8.2 kB | 0% static/js/en.js | 185.81 kB | 0% static/js/es.js | 181.26 kB | 0% static/js/extends.js | 518.66 kB | 0% static/js/fr.js | 181.27 kB | 0% static/js/indexeddb-main-thread-worker-e59fee74.js | 13.46 kB | 0% static/js/it.js | 167.28 kB | 0% static/js/narrow.js | 364.31 kB | 0% static/js/nb-NO.js | 150.48 kB | 0% static/js/nl.js | 108.23 kB | 0% static/js/pl.js | 88.01 kB | 0% static/js/pt-BR.js | 192.06 kB | 0% static/js/resize-observer.js | 18.06 kB | 0% static/js/th.js | 178.2 kB | 0% static/js/theme.js | 31.67 kB | 0% static/js/uk.js | 210.75 kB | 0% static/js/useFormatList.js | 8.63 kB | 0% static/js/wide.js | 453 B | 0% static/js/workbox-window.prod.es5.js | 7.33 kB | 0% static/js/zh-Hans.js | 119.2 kB | 0% </div> </details> --- #### loot-core **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 5.27 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.DiBErB6z.js | 5.27 MB | 0% </div> </details> --- #### api **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 2 | 3.89 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 | 3.89 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 | 41.83 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 | 41.83 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 2026-06-11 20:36:23 -05:00
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Reference: github-starred/actual#122048
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