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[PR #7889] [MERGED] [AI] Fix live custom report date ranges #126900

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opened 2026-06-14 06:21:41 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-06-14 06:21:41 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/7889
Author: @Haldoctor
Created: 5/18/2026
Status: ✅ Merged
Merged: 5/20/2026
Merged by: @youngcw

Base: master ← Head: fix/5163-live-report-date-range

📝 Commits (5)

  • f09fcc0 [AI] Fix live custom report date ranges
  • e55e1e1 [autofix.ci] apply automated fixes
  • e5a1464 [AI] Add release notes for custom report date range fix
  • 566cec3 [AI] Preserve start date validation for live report ranges
  • 321f18b Merge branch 'master' into fix/5163-live-report-date-range

📊 Changes

5 files changed (+26 additions, -14 deletions)

View changed files

📝 packages/desktop-client/src/components/reports/getLiveRange.test.ts (+17 -3)
📝 packages/desktop-client/src/components/reports/getLiveRange.ts (+0 -5)
📝 packages/desktop-client/src/components/reports/reportRanges.ts (+2 -5)
📝 packages/desktop-client/src/components/reports/reports/GetCardData.tsx (+1 -1)
➕ upcoming-release-notes/7889.md (+6 -0)

📄 Description

Description

This PR fixes an issue where live custom report date ranges were not being applied correctly when filtering transactions.

Previously, a live custom report could keep using the date range that was saved when the report was created, instead of recalculating the current live range. This caused filtered transactions to become stale when the live range changed, such as when a “Year to date” report moved from one day to the next.

This update ensures that filtered transactions use the current live date range, so live custom reports stay up to date as expected.

Related issue

Fixes #5163

Testing

Verified:

  • Manual reproduction on Windows 11 with Live + Year to date custom report
  • Confirmed filtered transactions updated from 05/19/2026 to 05/20/2026
  • yarn workspace @actual-app/web run test src/components/reports/getLiveRange.test.ts

Checklist

  • Release notes added
  • 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 33 14 MB → 14 MB (-138 B) -0.00%
loot-core 1 5.34 MB 0%
api 2 3.96 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
33 14 MB → 14 MB (-138 B) -0.00%
Changeset
File Δ Size
src/components/reports/reports/GetCardData.tsx 📉 -2 B (-0.03%) 7.79 kB → 7.79 kB
src/components/reports/reportRanges.ts 📉 -41 B (-0.82%) 4.9 kB → 4.86 kB
src/components/reports/getLiveRange.ts 📉 -95 B (-5.59%) 1.66 kB → 1.57 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger
No assets were bigger

Smaller

Asset File Size % Changed
static/js/ReportRouter.js 1.25 MB → 1.25 MB (-138 B) -0.01%

Unchanged

Asset File Size % Changed
static/js/index.js 2.02 MB 0%
static/js/BackgroundImage.js 121.09 kB 0%
static/js/FormulaEditor.js 962.55 kB 0%
static/js/ScheduleEditForm.js 146.45 kB 0%
static/js/TransactionEdit.js 89.65 kB 0%
static/js/TransactionList.js 85.81 kB 0%
static/js/Value.js 5.08 MB 0%
static/js/bankSyncUtils.js 54.15 kB 0%
static/js/ca.js 186.78 kB 0%
static/js/chart-theme.js 800.08 kB 0%
static/js/client.js 451.37 kB 0%
static/js/da.js 101.17 kB 0%
static/js/de.js 170.27 kB 0%
static/js/en-GB.js 9.25 kB 0%
static/js/en.js 197.86 kB 0%
static/js/es.js 178.71 kB 0%
static/js/extends.js 500.57 kB 0%
static/js/fr.js 178.61 kB 0%
static/js/indexeddb-main-thread-worker-e59fee74.js 13.46 kB 0%
static/js/it.js 165.02 kB 0%
static/js/narrow.js 364.2 kB 0%
static/js/nb-NO.js 148.08 kB 0%
static/js/nl.js 106.24 kB 0%
static/js/pt-BR.js 188.46 kB 0%
static/js/resize-observer.js 18.06 kB 0%
static/js/th.js 174.48 kB 0%
static/js/theme.js 31.77 kB 0%
static/js/uk.js 207.38 kB 0%
static/js/useFormatList.js 4.96 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 116.92 kB 0%

loot-core

Total

Files count Total bundle size % Changed
1 5.34 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.Cn6Jnyv4.js 5.34 MB 0%

api

Total

Files count Total bundle size % Changed
2 3.96 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 3.96 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/7889 **Author:** [@Haldoctor](https://github.com/Haldoctor) **Created:** 5/18/2026 **Status:** ✅ Merged **Merged:** 5/20/2026 **Merged by:** [@youngcw](https://github.com/youngcw) **Base:** `master` ← **Head:** `fix/5163-live-report-date-range` --- ### 📝 Commits (5) - [`f09fcc0`](https://github.com/actualbudget/actual/commit/f09fcc0c7820191ce18edb9e04f8f3f62d77fef0) [AI] Fix live custom report date ranges - [`e55e1e1`](https://github.com/actualbudget/actual/commit/e55e1e19f5d0cfa992bad6d0624c2b4328a5c2ef) [autofix.ci] apply automated fixes - [`e5a1464`](https://github.com/actualbudget/actual/commit/e5a14644e2e0c375392c06b7d60c66c33b307dfa) [AI] Add release notes for custom report date range fix - [`566cec3`](https://github.com/actualbudget/actual/commit/566cec3ce326a587f3e69d7f40bdde568da1bebd) [AI] Preserve start date validation for live report ranges - [`321f18b`](https://github.com/actualbudget/actual/commit/321f18b104c761ee71ad2100659ba2f0e716daeb) Merge branch 'master' into fix/5163-live-report-date-range ### 📊 Changes **5 files changed** (+26 additions, -14 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/reports/getLiveRange.test.ts` (+17 -3) 📝 `packages/desktop-client/src/components/reports/getLiveRange.ts` (+0 -5) 📝 `packages/desktop-client/src/components/reports/reportRanges.ts` (+2 -5) 📝 `packages/desktop-client/src/components/reports/reports/GetCardData.tsx` (+1 -1) ➕ `upcoming-release-notes/7889.md` (+6 -0) </details> ### 📄 Description ## Description This PR fixes an issue where live custom report date ranges were not being applied correctly when filtering transactions. Previously, a live custom report could keep using the date range that was saved when the report was created, instead of recalculating the current live range. This caused filtered transactions to become stale when the live range changed, such as when a “Year to date” report moved from one day to the next. This update ensures that filtered transactions use the current live date range, so live custom reports stay up to date as expected. ## Related issue Fixes #5163 ## Testing Verified: - Manual reproduction on Windows 11 with Live + Year to date custom report - Confirmed filtered transactions updated from 05/19/2026 to 05/20/2026 - `yarn workspace @actual-app/web run test src/components/reports/getLiveRange.test.ts` ## Checklist - [x] Release notes added - [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 ---> <hr /> <!--- bundlestats-action-comment key:combined start ---> ### Bundle Stats Bundle | Files count | Total bundle size | % Changed ------ | ----------- | ----------------- | --------- desktop-client | 33 | 14 MB → 14 MB (-138 B) | -0.00% loot-core | 1 | 5.34 MB | 0% api | 2 | 3.96 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 ----------- | ----------------- | --------- 33 | 14 MB → 14 MB (-138 B) | -0.00% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/components/reports/reports/GetCardData.tsx` | 📉 -2 B (-0.03%) | 7.79 kB → 7.79 kB `src/components/reports/reportRanges.ts` | 📉 -41 B (-0.82%) | 4.9 kB → 4.86 kB `src/components/reports/getLiveRange.ts` | 📉 -95 B (-5.59%) | 1.66 kB → 1.57 kB </details> <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** No assets were bigger **Smaller** Asset | File Size | % Changed ----- | --------- | --------- static/js/ReportRouter.js | 1.25 MB → 1.25 MB (-138 B) | -0.01% **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- static/js/index.js | 2.02 MB | 0% static/js/BackgroundImage.js | 121.09 kB | 0% static/js/FormulaEditor.js | 962.55 kB | 0% static/js/ScheduleEditForm.js | 146.45 kB | 0% static/js/TransactionEdit.js | 89.65 kB | 0% static/js/TransactionList.js | 85.81 kB | 0% static/js/Value.js | 5.08 MB | 0% static/js/bankSyncUtils.js | 54.15 kB | 0% static/js/ca.js | 186.78 kB | 0% static/js/chart-theme.js | 800.08 kB | 0% static/js/client.js | 451.37 kB | 0% static/js/da.js | 101.17 kB | 0% static/js/de.js | 170.27 kB | 0% static/js/en-GB.js | 9.25 kB | 0% static/js/en.js | 197.86 kB | 0% static/js/es.js | 178.71 kB | 0% static/js/extends.js | 500.57 kB | 0% static/js/fr.js | 178.61 kB | 0% static/js/indexeddb-main-thread-worker-e59fee74.js | 13.46 kB | 0% static/js/it.js | 165.02 kB | 0% static/js/narrow.js | 364.2 kB | 0% static/js/nb-NO.js | 148.08 kB | 0% static/js/nl.js | 106.24 kB | 0% static/js/pt-BR.js | 188.46 kB | 0% static/js/resize-observer.js | 18.06 kB | 0% static/js/th.js | 174.48 kB | 0% static/js/theme.js | 31.77 kB | 0% static/js/uk.js | 207.38 kB | 0% static/js/useFormatList.js | 4.96 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 | 116.92 kB | 0% </div> </details> --- #### loot-core **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 5.34 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.Cn6Jnyv4.js | 5.34 MB | 0% </div> </details> --- #### api **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 2 | 3.96 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 | 3.96 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 2026-06-14 06:21:42 -05:00
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