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Code Issues 3.0k Packages Projects Releases 58 Wiki Activity

[PR #8162] [AI] feat(budget analysis report): Add Balance & Category selector #131731

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opened 2026-06-16 00:30:31 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-06-16 00:30:31 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/8162
Author: @tabedzki
Created: 6/9/2026
Status: 🔄 Open

Base: master ← Head: tabedzki/feat/budget-report-balance-only-view

📝 Commits (6)

  • fed947f [AI] feat(budget-report): add balance-only view mode
  • b415a71 [AI] fix(budget-report): always display ending balance for consistent header spacing
  • 4df632d [AI] feat(budget-report): replace balance toggle buttons with series dropdown
  • 8fe19e3 [AI] fix(budget-report): capitalize Categories in balance mode dropdown
  • ff127dc [AI] fix(budget-report): fix test imports and lint errors in BudgetAnalysisGraph test
  • 4b610ba fix: added in release note

📊 Changes

6 files changed (+264 additions, -139 deletions)

View changed files

➕ packages/desktop-client/src/components/reports/graphs/BudgetAnalysisGraph.test.tsx (+97 -0)
📝 packages/desktop-client/src/components/reports/graphs/BudgetAnalysisGraph.tsx (+113 -119)
📝 packages/desktop-client/src/components/reports/reports/BudgetAnalysis.tsx (+46 -20)
📝 packages/desktop-client/src/components/reports/reports/BudgetAnalysisCard.tsx (+1 -0)
📝 packages/loot-core/src/types/models/dashboard.ts (+1 -0)
➕ upcoming-release-notes/ai-feat-budget-analysis-report-add-balance-category-selector.md (+6 -0)

📄 Description

Description

This PR adds a dropdown to display Balance, Categories or a combination of the two.
Claude was used.

Related issue(s)

Addresses comment from @marci-makes. @marci-makes, please confirm this works as desired.

Testing

Use the dropdown feature to see the different styles.

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 14.14 MB → 14.14 MB (-23 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 14.14 MB → 14.14 MB (-23 B) -0.00%
Changeset
File Δ Size
src/components/reports/reports/BudgetAnalysis.tsx 📈 +1.18 kB (+5.90%) 19.92 kB → 21.09 kB
src/components/reports/reports/BudgetAnalysisCard.tsx 📈 +104 B (+1.44%) 7.05 kB → 7.15 kB
src/components/reports/graphs/BudgetAnalysisGraph.tsx 📉 -1.3 kB (-9.77%) 13.31 kB → 12.01 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 1.27 MB → 1.27 MB (-23 B) -0.00%

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 206.3 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 181.63 kB 0%
static/js/en-GB.js 9.25 kB 0%
static/js/en.js 201.71 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.C3iXgrGb.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/8162 **Author:** [@tabedzki](https://github.com/tabedzki) **Created:** 6/9/2026 **Status:** 🔄 Open **Base:** `master` ← **Head:** `tabedzki/feat/budget-report-balance-only-view` --- ### 📝 Commits (6) - [`fed947f`](https://github.com/actualbudget/actual/commit/fed947fcbad048b2d22e33d19874b9a3dcc881d2) [AI] feat(budget-report): add balance-only view mode - [`b415a71`](https://github.com/actualbudget/actual/commit/b415a71cd35d8c32263dd87839e3c4d802212894) [AI] fix(budget-report): always display ending balance for consistent header spacing - [`4df632d`](https://github.com/actualbudget/actual/commit/4df632db9d03b0b90906f4a8b4293517ca98edde) [AI] feat(budget-report): replace balance toggle buttons with series dropdown - [`8fe19e3`](https://github.com/actualbudget/actual/commit/8fe19e3d01b900f9f7a7c758c2d64d8b3888be15) [AI] fix(budget-report): capitalize Categories in balance mode dropdown - [`ff127dc`](https://github.com/actualbudget/actual/commit/ff127dc764352926f09fb4c997cdfa71f1442d9f) [AI] fix(budget-report): fix test imports and lint errors in BudgetAnalysisGraph test - [`4b610ba`](https://github.com/actualbudget/actual/commit/4b610bad38c8e48ea254964ba00f0b26747c9f4d) fix: added in release note ### 📊 Changes **6 files changed** (+264 additions, -139 deletions) <details> <summary>View changed files</summary> ➕ `packages/desktop-client/src/components/reports/graphs/BudgetAnalysisGraph.test.tsx` (+97 -0) 📝 `packages/desktop-client/src/components/reports/graphs/BudgetAnalysisGraph.tsx` (+113 -119) 📝 `packages/desktop-client/src/components/reports/reports/BudgetAnalysis.tsx` (+46 -20) 📝 `packages/desktop-client/src/components/reports/reports/BudgetAnalysisCard.tsx` (+1 -0) 📝 `packages/loot-core/src/types/models/dashboard.ts` (+1 -0) ➕ `upcoming-release-notes/ai-feat-budget-analysis-report-add-balance-category-selector.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 This PR adds a dropdown to display Balance, Categories or a combination of the two. Claude was used. <!-- 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?--> <!-- If AI tools wrote a significant part of this change, please disclose it here and name the tool you used. See https://actualbudget.org/docs/contributing/ai-usage-policy --> ## Related issue(s) Addresses [comment](https://github.com/actualbudget/actual/issues/6742#issuecomment-4138751824) from @marci-makes. @marci-makes, please confirm this works as desired. ## Testing Use the dropdown feature to see the different styles. ## 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 | 14.14 MB → 14.14 MB (-23 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 | 14.14 MB → 14.14 MB (-23 B) | -0.00% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/components/reports/reports/BudgetAnalysis.tsx` | 📈 +1.18 kB (+5.90%) | 19.92 kB → 21.09 kB `src/components/reports/reports/BudgetAnalysisCard.tsx` | 📈 +104 B (+1.44%) | 7.05 kB → 7.15 kB `src/components/reports/graphs/BudgetAnalysisGraph.tsx` | 📉 -1.3 kB (-9.77%) | 13.31 kB → 12.01 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 | 1.27 MB → 1.27 MB (-23 B) | -0.00% **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 | 206.3 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 | 181.63 kB | 0% static/js/en-GB.js | 9.25 kB | 0% static/js/en.js | 201.71 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.C3iXgrGb.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 2026-06-16 00:30:31 -05:00
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