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Code Issues 3.0k Packages Projects Releases 58 Wiki Activity

[PR #8165] [AI] feat(budget analysis report): allow selecting future months in date range #122378

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opened 2026-06-11 21:13:20 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-06-11 21:13:20 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/8165
Author: @tabedzki
Created: 6/9/2026
Status: 🔄 Open

Base: master ← Head: tabedzki/feat/budget-report-future-months

📝 Commits (5)

  • 8969454 [AI] feat(budget-report): allow selecting future months in date range
  • aa37400 [AI] fix(budget-report): preserve running balance for future months with no budget data
  • b6541b1 [AI] fix(budget-report): fix balance zeroing for future months with no budget data
  • c661931 [AI] fix(budget-report): fix import path in budget-analysis-spreadsheet test
  • d5c3e55 fix: added in release note

📊 Changes

4 files changed (+65 additions, -6 deletions)

View changed files

📝 packages/desktop-client/src/components/reports/reports/BudgetAnalysis.tsx (+6 -1)
➕ packages/desktop-client/src/components/reports/spreadsheets/budget-analysis-spreadsheet.test.ts (+45 -0)
📝 packages/desktop-client/src/components/reports/spreadsheets/budget-analysis-spreadsheet.ts (+8 -5)
➕ upcoming-release-notes/ai-feat-budget-analysis-report-allow-selecting-future-months-in-date-range.md (+6 -0)

📄 Description

Extend the allMonths picker list to December of the next year so users can select future months for long-term goal planning.

Description

Adds more months to the dropdown.

Claude was used to write the code and test.

Related issue(s)

Addresses @A5308Y's comment. @A5308Y, can you please confirm this functionality work as desired?

Testing

Used the dropdown feature itself.

Checklist

  • Release notes added (see link above)
  • No obvious regressions in affected areas
  • Self-review has been performed - I have read every line of this diff and can explain what each change does and why it is needed

Bundle Stats

Bundle Files count Total bundle size % Changed
desktop-client 37 14.13 MB → 14.13 MB (+73 B) +0.00%
loot-core 1 5.28 MB 0%
api 2 3.87 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 14.13 MB → 14.13 MB (+73 B) +0.00%
Changeset
File Δ Size
src/components/reports/reports/BudgetAnalysis.tsx 📈 +81 B (+0.40%) 19.92 kB → 20 kB
src/components/reports/spreadsheets/budget-analysis-spreadsheet.ts 📉 -8 B (-0.15%) 5.07 kB → 5.07 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
static/js/ReportRouter.js 1.27 MB → 1.27 MB (+73 B) +0.01%

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
static/js/index.js 1.6 MB 0%
static/js/BackgroundImage.js 121.09 kB 0%
static/js/FormulaEditor.js 962.55 kB 0%
static/js/ManageRules.js 46.63 kB 0%
static/js/PayeeRuleCountLabel.js 7.33 kB 0%
static/js/ScheduleEditForm.js 146.57 kB 0%
static/js/SchedulesTable.js 206.26 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 185.63 kB 0%
static/js/client.js 451.37 kB 0%
static/js/da.js 100.19 kB 0%
static/js/de.js 173.68 kB 0%
static/js/en-GB.js 9.25 kB 0%
static/js/en.js 201.61 kB 0%
static/js/es.js 177.58 kB 0%
static/js/extends.js 508.79 kB 0%
static/js/fr.js 177.35 kB 0%
static/js/indexeddb-main-thread-worker-e59fee74.js 13.46 kB 0%
static/js/it.js 163.93 kB 0%
static/js/narrow.js 365.05 kB 0%
static/js/nb-NO.js 147.07 kB 0%
static/js/nl.js 119.71 kB 0%
static/js/pt-BR.js 187.34 kB 0%
static/js/resize-observer.js 18.06 kB 0%
static/js/th.js 173.33 kB 0%
static/js/theme.js 31.88 kB 0%
static/js/toString.js 705.18 kB 0%
static/js/uk.js 216.7 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 116.44 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.BuloPXUY.js 5.28 MB 0%

api

Total

Files count Total bundle size % Changed
2 3.87 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 3.87 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/8165 **Author:** [@tabedzki](https://github.com/tabedzki) **Created:** 6/9/2026 **Status:** 🔄 Open **Base:** `master` ← **Head:** `tabedzki/feat/budget-report-future-months` --- ### 📝 Commits (5) - [`8969454`](https://github.com/actualbudget/actual/commit/8969454e98e91eff98747d2bf67d745a5847a70e) [AI] feat(budget-report): allow selecting future months in date range - [`aa37400`](https://github.com/actualbudget/actual/commit/aa37400df969d580716d5aa9330b4ac2e3b839fe) [AI] fix(budget-report): preserve running balance for future months with no budget data - [`b6541b1`](https://github.com/actualbudget/actual/commit/b6541b17ae745abae0a15012dd932dbddf556aef) [AI] fix(budget-report): fix balance zeroing for future months with no budget data - [`c661931`](https://github.com/actualbudget/actual/commit/c661931fa6a389e3b0e5ec476a3922fa668c8c8e) [AI] fix(budget-report): fix import path in budget-analysis-spreadsheet test - [`d5c3e55`](https://github.com/actualbudget/actual/commit/d5c3e552307143e384eb21e055ca835afac795f2) fix: added in release note ### 📊 Changes **4 files changed** (+65 additions, -6 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/reports/reports/BudgetAnalysis.tsx` (+6 -1) ➕ `packages/desktop-client/src/components/reports/spreadsheets/budget-analysis-spreadsheet.test.ts` (+45 -0) 📝 `packages/desktop-client/src/components/reports/spreadsheets/budget-analysis-spreadsheet.ts` (+8 -5) ➕ `upcoming-release-notes/ai-feat-budget-analysis-report-allow-selecting-future-months-in-date-range.md` (+6 -0) </details> ### 📄 Description Extend the allMonths picker list to December of the next year so users can select future months for long-term goal planning. <!-- 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 Adds more months to the dropdown. <!-- 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?--> Claude was used to write the code and test. ## Related issue(s) Addresses @A5308Y's [comment](https://github.com/actualbudget/actual/issues/6742#issuecomment-4181817155). @A5308Y, can you please confirm this functionality work as desired? ## Testing <!-- What did you test? How can we reproduce the issue you are fixing or how can we test the feature you built? --> Used the dropdown feature itself. ## Checklist - [x] Release notes added (see link above) - [x] No obvious regressions in affected areas - [x] Self-review has been performed - I have read every line of this diff and can explain what each change 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 | 14.13 MB → 14.13 MB (+73 B) | +0.00% loot-core | 1 | 5.28 MB | 0% api | 2 | 3.87 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 | 14.13 MB → 14.13 MB (+73 B) | +0.00% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/components/reports/reports/BudgetAnalysis.tsx` | 📈 +81 B (+0.40%) | 19.92 kB → 20 kB `src/components/reports/spreadsheets/budget-analysis-spreadsheet.ts` | 📉 -8 B (-0.15%) | 5.07 kB → 5.07 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 | 1.27 MB → 1.27 MB (+73 B) | +0.01% **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- static/js/index.js | 1.6 MB | 0% static/js/BackgroundImage.js | 121.09 kB | 0% static/js/FormulaEditor.js | 962.55 kB | 0% static/js/ManageRules.js | 46.63 kB | 0% static/js/PayeeRuleCountLabel.js | 7.33 kB | 0% static/js/ScheduleEditForm.js | 146.57 kB | 0% static/js/SchedulesTable.js | 206.26 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 | 185.63 kB | 0% static/js/client.js | 451.37 kB | 0% static/js/da.js | 100.19 kB | 0% static/js/de.js | 173.68 kB | 0% static/js/en-GB.js | 9.25 kB | 0% static/js/en.js | 201.61 kB | 0% static/js/es.js | 177.58 kB | 0% static/js/extends.js | 508.79 kB | 0% static/js/fr.js | 177.35 kB | 0% static/js/indexeddb-main-thread-worker-e59fee74.js | 13.46 kB | 0% static/js/it.js | 163.93 kB | 0% static/js/narrow.js | 365.05 kB | 0% static/js/nb-NO.js | 147.07 kB | 0% static/js/nl.js | 119.71 kB | 0% static/js/pt-BR.js | 187.34 kB | 0% static/js/resize-observer.js | 18.06 kB | 0% static/js/th.js | 173.33 kB | 0% static/js/theme.js | 31.88 kB | 0% static/js/toString.js | 705.18 kB | 0% static/js/uk.js | 216.7 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 | 116.44 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.BuloPXUY.js | 5.28 MB | 0% </div> </details> --- #### api **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 2 | 3.87 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 | 3.87 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 21:13:20 -05:00
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Reference: github-starred/actual#122378
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