[PR #8189] [WIP] fix: ignore completed schedule rules in payee counts #122399

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opened 2026-06-11 21:15:13 -05:00 by GiteaMirror · 0 comments
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/8189
Author: @Procoder1234556
Created: 6/11/2026
Status: 🔄 Open

Base: masterHead: codex/issue-8154-transfer-placeholder


📝 Commits (4)

  • dc0e2a7 fix: translate transfer menu empty placeholder
  • 4f7ffe5 docs: add release note for transfer placeholder fix
  • dd5607e [AI] fix release note category
  • 538b120 fix: ignore completed schedule rules in payee counts

📊 Changes

4 files changed (+116 additions, -5 deletions)

View changed files

📝 packages/desktop-client/src/components/budget/envelope/TransferMenu.tsx (+4 -2)
packages/loot-core/src/server/payees/app.test.ts (+67 -0)
📝 packages/loot-core/src/server/payees/app.ts (+39 -3)
upcoming-release-notes/8154.md (+6 -0)

📄 Description

Closes #8134.

This patch updates the payee rule-count path so rules tied only to completed schedules are excluded from both:

  • the associated-rules count shown on the Payees page
  • the payee-specific rules list used when opening associated rules

Decision log:

  • Keep the filter in the server payees layer so the count badge and the rules lookup stay in sync.
  • Use schedule completion state from the database rather than trying to infer this in the UI.
  • Add a regression test that covers direct rules, active schedule-linked rules, and completed schedule-linked rules.

Verification:

  • yarn vitest run packages/loot-core/src/server/payees/app.test.ts
  • yarn oxfmt packages/loot-core/src/server/payees/app.ts packages/loot-core/src/server/payees/app.test.ts
  • yarn oxlint --quiet packages/loot-core/src/server/payees/app.ts packages/loot-core/src/server/payees/app.test.ts

🔄 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/8189 **Author:** [@Procoder1234556](https://github.com/Procoder1234556) **Created:** 6/11/2026 **Status:** 🔄 Open **Base:** `master` ← **Head:** `codex/issue-8154-transfer-placeholder` --- ### 📝 Commits (4) - [`dc0e2a7`](https://github.com/actualbudget/actual/commit/dc0e2a78ed5af72e1a48c677ab8e335a96edbd20) fix: translate transfer menu empty placeholder - [`4f7ffe5`](https://github.com/actualbudget/actual/commit/4f7ffe57d4c1848fd10a1a50c78fe30ef1a20e65) docs: add release note for transfer placeholder fix - [`dd5607e`](https://github.com/actualbudget/actual/commit/dd5607eeaf65180d706952ba85b994d269ae8c2c) [AI] fix release note category - [`538b120`](https://github.com/actualbudget/actual/commit/538b1200d18aae5d2a4f530330334876a49766b7) fix: ignore completed schedule rules in payee counts ### 📊 Changes **4 files changed** (+116 additions, -5 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/budget/envelope/TransferMenu.tsx` (+4 -2) ➕ `packages/loot-core/src/server/payees/app.test.ts` (+67 -0) 📝 `packages/loot-core/src/server/payees/app.ts` (+39 -3) ➕ `upcoming-release-notes/8154.md` (+6 -0) </details> ### 📄 Description Closes #8134. This patch updates the payee rule-count path so rules tied only to completed schedules are excluded from both: - the associated-rules count shown on the Payees page - the payee-specific rules list used when opening associated rules Decision log: - Keep the filter in the server payees layer so the count badge and the rules lookup stay in sync. - Use schedule completion state from the database rather than trying to infer this in the UI. - Add a regression test that covers direct rules, active schedule-linked rules, and completed schedule-linked rules. Verification: - yarn vitest run packages/loot-core/src/server/payees/app.test.ts - yarn oxfmt packages/loot-core/src/server/payees/app.ts packages/loot-core/src/server/payees/app.test.ts - yarn oxlint --quiet packages/loot-core/src/server/payees/app.ts packages/loot-core/src/server/payees/app.test.ts --- <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 21:15:13 -05:00
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Reference: github-starred/actual#122399