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Code Issues 3.0k Packages Projects Releases 58 Wiki Activity

[PR #8082] [MERGED] automation UI: rework balance cap and fix error when clearing fields #122313

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opened 2026-06-11 21:07:10 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-06-11 21:07:10 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/8082
Author: @matt-fidd
Created: 6/4/2026
Status: ✅ Merged
Merged: 6/4/2026
Merged by: @matt-fidd

Base: master ← Head: automation-ui/general-1

📝 Commits (4)

📊 Changes

3 files changed (+95 additions, -36 deletions)

View changed files

📝 packages/desktop-client/src/components/budget/goals/editor/HistoricalAutomation.tsx (+29 -17)
📝 packages/desktop-client/src/components/budget/goals/editor/LimitAutomation.tsx (+60 -19)
➕ upcoming-release-notes/8082.md (+6 -0)

📄 Description

Description

Related issue(s)

https://github.com/actualbudget/actual/issues/7692#issuecomment-4607698641
https://github.com/actualbudget/actual/issues/7692#issuecomment-4618164581
https://github.com/actualbudget/actual/issues/7692#issuecomment-4622617997

Testing

Full reports at the links above

Balance cap is a visual change, to test the safeNumber error clear out the "number of months back" field in the history automation.

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 (+2.45 kB) +0.02%
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 → 14.05 MB (+2.45 kB) +0.02%
Changeset
File Δ Size
src/components/budget/goals/editor/LimitAutomation.tsx 📈 +1.77 kB (+21.27%) 8.34 kB → 10.12 kB
src/components/budget/goals/editor/HistoricalAutomation.tsx 📈 +690 B (+17.00%) 3.96 kB → 4.64 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
static/js/index.js 1.55 MB → 1.56 MB (+2.45 kB) +0.15%

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 46.64 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 5.09 MB 0%
static/js/_baseIsEqual.js 98.38 kB 0%
static/js/ca.js 186.63 kB 0%
static/js/client.js 451.37 kB 0%
static/js/da.js 101.02 kB 0%
static/js/de.js 170.87 kB 0%
static/js/en-GB.js 9.25 kB 0%
static/js/en.js 199.45 kB 0%
static/js/es.js 178.57 kB 0%
static/js/extends.js 501.42 kB 0%
static/js/fr.js 178.44 kB 0%
static/js/indexeddb-main-thread-worker-e59fee74.js 13.46 kB 0%
static/js/it.js 164.87 kB 0%
static/js/narrow.js 364.5 kB 0%
static/js/nb-NO.js 147.94 kB 0%
static/js/nl.js 107 kB 0%
static/js/pt-BR.js 188.32 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 209.01 kB 0%
static/js/useFormatList.js 2.52 kB 0%
static/js/useTransactionBatchActions.js 9.71 kB 0%
static/js/wide.js 299.14 kB 0%
static/js/workbox-window.prod.es5.js 7.33 kB 0%
static/js/zh-Hans.js 117.01 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.GgwvIuuL.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/8082 **Author:** [@matt-fidd](https://github.com/matt-fidd) **Created:** 6/4/2026 **Status:** ✅ Merged **Merged:** 6/4/2026 **Merged by:** [@matt-fidd](https://github.com/matt-fidd) **Base:** `master` ← **Head:** `automation-ui/general-1` --- ### 📝 Commits (4) - [`9f8d212`](https://github.com/actualbudget/actual/commit/9f8d2128f6cb76c524abd38144d5df9e09994496) fix safeNumber error - [`cb2ec8d`](https://github.com/actualbudget/actual/commit/cb2ec8d968b8d0f0befc45892f5d98b840452b55) rework balance cap UI to be more readable - [`b2b63ac`](https://github.com/actualbudget/actual/commit/b2b63ac9f9bc8f2ff2a58497d5d0c94c39c4d6b8) note - [`c0e13b5`](https://github.com/actualbudget/actual/commit/c0e13b582467ea21e7c495422da2570befc39c9a) add explanation to balance cap ### 📊 Changes **3 files changed** (+95 additions, -36 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/budget/goals/editor/HistoricalAutomation.tsx` (+29 -17) 📝 `packages/desktop-client/src/components/budget/goals/editor/LimitAutomation.tsx` (+60 -19) ➕ `upcoming-release-notes/8082.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?--> ## Related issue(s) <!-- e.g. Fixes #123, Relates to #456 --> https://github.com/actualbudget/actual/issues/7692#issuecomment-4607698641 https://github.com/actualbudget/actual/issues/7692#issuecomment-4618164581 https://github.com/actualbudget/actual/issues/7692#issuecomment-4622617997 ## Testing <!-- What did you test? How can we reproduce the issue you are fixing or how can we test the feature you built? --> Full reports at the links above Balance cap is a visual change, to test the safeNumber error clear out the "number of months back" field in the history automation. ## 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 (+2.45 kB) | +0.02% 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 → 14.05 MB (+2.45 kB) | +0.02% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/components/budget/goals/editor/LimitAutomation.tsx` | 📈 +1.77 kB (+21.27%) | 8.34 kB → 10.12 kB `src/components/budget/goals/editor/HistoricalAutomation.tsx` | 📈 +690 B (+17.00%) | 3.96 kB → 4.64 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 | 1.55 MB → 1.56 MB (+2.45 kB) | +0.15% **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 | 46.64 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 | 5.09 MB | 0% static/js/_baseIsEqual.js | 98.38 kB | 0% static/js/ca.js | 186.63 kB | 0% static/js/client.js | 451.37 kB | 0% static/js/da.js | 101.02 kB | 0% static/js/de.js | 170.87 kB | 0% static/js/en-GB.js | 9.25 kB | 0% static/js/en.js | 199.45 kB | 0% static/js/es.js | 178.57 kB | 0% static/js/extends.js | 501.42 kB | 0% static/js/fr.js | 178.44 kB | 0% static/js/indexeddb-main-thread-worker-e59fee74.js | 13.46 kB | 0% static/js/it.js | 164.87 kB | 0% static/js/narrow.js | 364.5 kB | 0% static/js/nb-NO.js | 147.94 kB | 0% static/js/nl.js | 107 kB | 0% static/js/pt-BR.js | 188.32 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 | 209.01 kB | 0% static/js/useFormatList.js | 2.52 kB | 0% static/js/useTransactionBatchActions.js | 9.71 kB | 0% static/js/wide.js | 299.14 kB | 0% static/js/workbox-window.prod.es5.js | 7.33 kB | 0% static/js/zh-Hans.js | 117.01 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.GgwvIuuL.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 21:07:11 -05:00
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