github-starred/actual
2
0
Fork 0
mirror of https://github.com/actualbudget/actual.git synced 2026-07-11 10:02:07 -05:00
Code Issues 3.0k Packages Projects Releases 58 Wiki Activity

[PR #7920] [MERGED] [AI] Add configurable average ranges to Monthly Spending report #122212

New Issue
Closed
opened 2026-06-11 20:56:19 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-06-11 20:56:19 -05:00
Owner
Copy Link

📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/7920
Author: @MattFaz
Created: 5/22/2026
Status: ✅ Merged
Merged: 6/5/2026
Merged by: @youngcw

Base: master ← Head: monthly-spending-average-range

📝 Commits (6)

  • d7e1cdc Add configurable average ranges to Monthly Spending report
  • 29d9d03 Delete upcoming-release-notes/temp.md
  • 09b966f Update packages/desktop-client/src/components/reports/spendingAverageRange.test.ts
  • 74edd35 Fix spending average range test import
  • 2310948 Update VRT screenshots
  • f917b83 Merge branch 'master' into monthly-spending-average-range

📊 Changes

16 files changed (+512 additions, -66 deletions)

View changed files

📝 packages/desktop-client/e2e/command-bar.test.ts-snapshots/Command-bar-Check-the-command-bar-search-works-correctly-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/command-bar.test.ts-snapshots/Command-bar-Check-the-command-bar-search-works-correctly-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/command-bar.test.ts-snapshots/Command-bar-Check-the-command-bar-search-works-correctly-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-and-cash-flow-reports-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-and-cash-flow-reports-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-and-cash-flow-reports-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/package.json (+1 -0)
📝 packages/desktop-client/src/components/reports/DateRange.tsx (+9 -2)
📝 packages/desktop-client/src/components/reports/reports/Spending.tsx (+50 -37)
📝 packages/desktop-client/src/components/reports/reports/SpendingCard.tsx (+18 -1)
➕ packages/desktop-client/src/components/reports/spendingAverageRange.test.ts (+171 -0)
➕ packages/desktop-client/src/components/reports/spendingAverageRange.ts (+174 -0)
📝 packages/desktop-client/src/components/reports/spreadsheets/spending-spreadsheet.ts (+64 -26)
📝 packages/loot-core/src/types/models/dashboard.ts (+14 -0)
📝 packages/loot-core/src/types/models/reports.ts (+5 -0)
➕ upcoming-release-notes/7920.md (+6 -0)

📄 Description

Description

Add configurable average ranges to the Monthly Spending report.

In Average mode, the second comparison selector now lets users choose Last 3 months, Last 6 months, Last 12 months, YTD, or All time. Existing reports keep the current Last 3 months behavior by default. The summary label also shows the selected average range, so values like all-time averages are easier to understand.

Related issue(s)

N/A

Testing

Ran the automated tests:

  • yarn workspace @actual-app/web test src/components/reports/spendingAverageRange.test.ts src/components/reports/reportRanges.test.ts
  • yarn workspace @actual-app/web typecheck
  • yarn lint:fix

Performed manual testing:

  • Opened the Monthly Spending report
  • Switched to Average mode
  • Confirmed the comparison selector shows Last 3 months, Last 6 months, Last 12 months, YTD, and All time
  • Confirmed the summary label reflects the selected range

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 → 14.06 MB (+6.36 kB) +0.04%
loot-core 1 5.28 MB 0%
api 2 3.86 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 14.05 MB → 14.06 MB (+6.36 kB) +0.04%
Changeset
File Δ Size
src/components/reports/spendingAverageRange.ts 🆕 +2.88 kB 0 B → 2.88 kB
src/components/reports/spreadsheets/spending-spreadsheet.ts 📈 +954 B (+16.75%) 5.56 kB → 6.49 kB
src/components/reports/reports/Spending.tsx 📈 +1.78 kB (+7.81%) 22.8 kB → 24.58 kB
src/components/reports/reports/SpendingCard.tsx 📈 +534 B (+6.85%) 7.61 kB → 8.13 kB
src/components/reports/DateRange.tsx 📈 +153 B (+4.69%) 3.19 kB → 3.34 kB
package.json 📈 +97 B (+1.01%) 9.39 kB → 9.49 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 → 1.27 MB (+6.26 kB) +0.49%
static/js/index.js 1.56 MB → 1.56 MB (+97 B) +0.01%

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/ManageRules.js 46.6 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 186.26 kB 0%
static/js/client.js 451.37 kB 0%
static/js/da.js 100.8 kB 0%
static/js/de.js 170.65 kB 0%
static/js/en-GB.js 9.25 kB 0%
static/js/en.js 200.02 kB 0%
static/js/es.js 178.21 kB 0%
static/js/extends.js 508.06 kB 0%
static/js/fr.js 178.06 kB 0%
static/js/indexeddb-main-thread-worker-e59fee74.js 13.46 kB 0%
static/js/it.js 164.53 kB 0%
static/js/narrow.js 364.2 kB 0%
static/js/nb-NO.js 147.72 kB 0%
static/js/nl.js 106.82 kB 0%
static/js/pt-BR.js 187.97 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/uk.js 208.65 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%
static/js/zh-Hans.js 116.84 kB 0%

loot-core

Total

Files count Total bundle size % Changed
1 5.28 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.BkkH_8jr.js 5.28 MB 0%

api

Total

Files count Total bundle size % Changed
2 3.86 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 3.86 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/7920 **Author:** [@MattFaz](https://github.com/MattFaz) **Created:** 5/22/2026 **Status:** ✅ Merged **Merged:** 6/5/2026 **Merged by:** [@youngcw](https://github.com/youngcw) **Base:** `master` ← **Head:** `monthly-spending-average-range` --- ### 📝 Commits (6) - [`d7e1cdc`](https://github.com/actualbudget/actual/commit/d7e1cdc1700b7dce1f7f83fa840faf1ab3d44d5b) Add configurable average ranges to Monthly Spending report - [`29d9d03`](https://github.com/actualbudget/actual/commit/29d9d0380031edef4dba350c894afce8ba1efda8) Delete upcoming-release-notes/temp.md - [`09b966f`](https://github.com/actualbudget/actual/commit/09b966f0dc5f5649324379aad1d6b3f40842867d) Update packages/desktop-client/src/components/reports/spendingAverageRange.test.ts - [`74edd35`](https://github.com/actualbudget/actual/commit/74edd3534c221dfd487a16130a9d517659be2d42) Fix spending average range test import - [`2310948`](https://github.com/actualbudget/actual/commit/23109481e3791195256fcc987a174506211ab00a) Update VRT screenshots - [`f917b83`](https://github.com/actualbudget/actual/commit/f917b8362e29244f4964f7962a1d62246741988c) Merge branch 'master' into monthly-spending-average-range ### 📊 Changes **16 files changed** (+512 additions, -66 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/e2e/command-bar.test.ts-snapshots/Command-bar-Check-the-command-bar-search-works-correctly-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/command-bar.test.ts-snapshots/Command-bar-Check-the-command-bar-search-works-correctly-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/command-bar.test.ts-snapshots/Command-bar-Check-the-command-bar-search-works-correctly-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-and-cash-flow-reports-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-and-cash-flow-reports-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-and-cash-flow-reports-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/package.json` (+1 -0) 📝 `packages/desktop-client/src/components/reports/DateRange.tsx` (+9 -2) 📝 `packages/desktop-client/src/components/reports/reports/Spending.tsx` (+50 -37) 📝 `packages/desktop-client/src/components/reports/reports/SpendingCard.tsx` (+18 -1) ➕ `packages/desktop-client/src/components/reports/spendingAverageRange.test.ts` (+171 -0) ➕ `packages/desktop-client/src/components/reports/spendingAverageRange.ts` (+174 -0) 📝 `packages/desktop-client/src/components/reports/spreadsheets/spending-spreadsheet.ts` (+64 -26) 📝 `packages/loot-core/src/types/models/dashboard.ts` (+14 -0) 📝 `packages/loot-core/src/types/models/reports.ts` (+5 -0) ➕ `upcoming-release-notes/7920.md` (+6 -0) </details> ### 📄 Description ## Description Add configurable average ranges to the Monthly Spending report. In Average mode, the second comparison selector now lets users choose Last 3 months, Last 6 months, Last 12 months, YTD, or All time. Existing reports keep the current Last 3 months behavior by default. The summary label also shows the selected average range, so values like all-time averages are easier to understand. ## Related issue(s) N/A ## Testing Ran the automated tests: - `yarn workspace @actual-app/web test src/components/reports/spendingAverageRange.test.ts src/components/reports/reportRanges.test.ts` - `yarn workspace @actual-app/web typecheck` - `yarn lint:fix` Performed manual testing: - Opened the Monthly Spending report - Switched to Average mode - Confirmed the comparison selector shows Last 3 months, Last 6 months, Last 12 months, YTD, and All time - Confirmed the summary label reflects the selected range ## 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 → 14.06 MB (+6.36 kB) | +0.04% loot-core | 1 | 5.28 MB | 0% api | 2 | 3.86 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 | 14.05 MB → 14.06 MB (+6.36 kB) | +0.04% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/components/reports/spendingAverageRange.ts` | 🆕 +2.88 kB | 0 B → 2.88 kB `src/components/reports/spreadsheets/spending-spreadsheet.ts` | 📈 +954 B (+16.75%) | 5.56 kB → 6.49 kB `src/components/reports/reports/Spending.tsx` | 📈 +1.78 kB (+7.81%) | 22.8 kB → 24.58 kB `src/components/reports/reports/SpendingCard.tsx` | 📈 +534 B (+6.85%) | 7.61 kB → 8.13 kB `src/components/reports/DateRange.tsx` | 📈 +153 B (+4.69%) | 3.19 kB → 3.34 kB `package.json` | 📈 +97 B (+1.01%) | 9.39 kB → 9.49 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 → 1.27 MB (+6.26 kB) | +0.49% static/js/index.js | 1.56 MB → 1.56 MB (+97 B) | +0.01% **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/ManageRules.js | 46.6 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 | 186.26 kB | 0% static/js/client.js | 451.37 kB | 0% static/js/da.js | 100.8 kB | 0% static/js/de.js | 170.65 kB | 0% static/js/en-GB.js | 9.25 kB | 0% static/js/en.js | 200.02 kB | 0% static/js/es.js | 178.21 kB | 0% static/js/extends.js | 508.06 kB | 0% static/js/fr.js | 178.06 kB | 0% static/js/indexeddb-main-thread-worker-e59fee74.js | 13.46 kB | 0% static/js/it.js | 164.53 kB | 0% static/js/narrow.js | 364.2 kB | 0% static/js/nb-NO.js | 147.72 kB | 0% static/js/nl.js | 106.82 kB | 0% static/js/pt-BR.js | 187.97 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/uk.js | 208.65 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% static/js/zh-Hans.js | 116.84 kB | 0% </div> </details> --- #### loot-core **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 5.28 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.BkkH_8jr.js | 5.28 MB | 0% </div> </details> --- #### api **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 2 | 3.86 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 | 3.86 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 2026-06-11 20:56:19 -05:00
Sign in to join this conversation.
No Branch/Tag Specified
Branches Tags
Labels
Clear labels
AI generated
API
bank sync
budgeting
bug
can’t replicate
dependencies
docker
documentation
electron
experimental feature
feature
feedback
goal templates
good first issue
help wanted
importers
maintenance
needs info
needs testing
needs triage
needs votes
openid
payees
pull-request
Mirrored from GitHub Pull Request
 regression
reports
responsive
rules
schedules
server
✨ merged
split transactions
tech debt
tech-support
theme
transaction import
transaction reconciliation
transactions
translations
upstream
user interface
✅ approved
wontfix
No Label pull-request
Milestone
No items
No Milestone
Projects
Clear projects
No project
Assignees
Clear assignees
GiteaMirror ninjasurge
No Assignees
1 Participants
Notifications
Due Date
No due date set.
Dependencies

No dependencies set.

Reference: github-starred/actual#122212
Delete Branch "%!s()"

Deleting a branch is permanent. Although the deleted branch may continue to exist for a short time before it actually gets removed, it CANNOT be undone in most cases. Continue?