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[PR #8164] [AI] feat(budget analysis report): show hidden categories #131733

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opened 2026-06-16 00:30:39 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-06-16 00:30:39 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/8164
Author: @tabedzki
Created: 6/9/2026
Status: 🔄 Open

Base: master ← Head: tabedzki/feat/budget-report-show-hidden-categories

📝 Commits (4)

  • 12c28e6 [AI] feat(budget-report): add toggle to include hidden categories
  • f3f5e45 [AI] feat(budget-report): replace hidden categories button with icon toggle
  • aa52423 [AI] fix(budget-analysis): use correct package alias in test import
  • 996e53e fix: added in release note

📊 Changes

6 files changed (+129 additions, -5 deletions)

View changed files

📝 packages/desktop-client/src/components/reports/reports/BudgetAnalysis.tsx (+31 -2)
📝 packages/desktop-client/src/components/reports/reports/BudgetAnalysisCard.tsx (+8 -1)
➕ packages/desktop-client/src/components/reports/spreadsheets/budget-analysis-spreadsheet.test.ts (+77 -0)
📝 packages/desktop-client/src/components/reports/spreadsheets/budget-analysis-spreadsheet.ts (+6 -2)
📝 packages/loot-core/src/types/models/dashboard.ts (+1 -0)
➕ upcoming-release-notes/ai-feat-budget-analysis-report-show-hidden-categories.md (+6 -0)

📄 Description

Description

Allows the user to see hidden categories and selectively display them as part of the Budget Analysis report.
Claude contributed to this feature.

Related issue(s)

Addresses @Hstep20's comment. @Hstep20, can you confirm this is the desired functionality?

Testing

Manually checked whether the numbers for a selected category were properly calculated.
Claude wrote the tests.

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 (+2.78 kB) +0.02%
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 (+2.78 kB) +0.02%
Changeset
File Δ Size
home/runner/work/actual/actual/packages/component-library/src/icons/v1/ViewHide.tsx 🆕 +619 B 0 B → 619 B
home/runner/work/actual/actual/packages/component-library/src/icons/v1/ViewShow.tsx 🆕 +491 B 0 B → 491 B
src/components/reports/reports/BudgetAnalysis.tsx 📈 +1.49 kB (+7.46%) 19.92 kB → 21.41 kB
src/components/reports/reports/BudgetAnalysisCard.tsx 📈 +144 B (+2.00%) 7.05 kB → 7.19 kB
src/components/reports/spreadsheets/budget-analysis-spreadsheet.ts 📈 +56 B (+1.08%) 5.07 kB → 5.13 kB
src/components/reports/CategorySelector.tsx 📈 +4 B (+0.06%) 6.36 kB → 6.36 kB
src/components/reports/AccountSelector.tsx 📈 +4 B (+0.03%) 15.56 kB → 15.57 kB
src/components/reports/reports/Crossover.tsx 📈 +4 B (+0.01%) 41.16 kB → 41.17 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 (+1.69 kB) +0.13%
static/js/Value.js 5.08 MB → 5.08 MB (+1.08 kB) +0.02%

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 206.3 kB 0%
static/js/TransactionEdit.js 90.63 kB 0%
static/js/TransactionList.js 85.81 kB 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/8164 **Author:** [@tabedzki](https://github.com/tabedzki) **Created:** 6/9/2026 **Status:** 🔄 Open **Base:** `master` ← **Head:** `tabedzki/feat/budget-report-show-hidden-categories` --- ### 📝 Commits (4) - [`12c28e6`](https://github.com/actualbudget/actual/commit/12c28e6b8d5f58a7837f3d8494efe71d155c1c4d) [AI] feat(budget-report): add toggle to include hidden categories - [`f3f5e45`](https://github.com/actualbudget/actual/commit/f3f5e45adc86538d33d260215893500ed84b81b2) [AI] feat(budget-report): replace hidden categories button with icon toggle - [`aa52423`](https://github.com/actualbudget/actual/commit/aa52423c3cf4b3da9d12a4af301ee154c3f46156) [AI] fix(budget-analysis): use correct package alias in test import - [`996e53e`](https://github.com/actualbudget/actual/commit/996e53ebc95b030c7c0093c291cde27d6784b367) fix: added in release note ### 📊 Changes **6 files changed** (+129 additions, -5 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/reports/reports/BudgetAnalysis.tsx` (+31 -2) 📝 `packages/desktop-client/src/components/reports/reports/BudgetAnalysisCard.tsx` (+8 -1) ➕ `packages/desktop-client/src/components/reports/spreadsheets/budget-analysis-spreadsheet.test.ts` (+77 -0) 📝 `packages/desktop-client/src/components/reports/spreadsheets/budget-analysis-spreadsheet.ts` (+6 -2) 📝 `packages/loot-core/src/types/models/dashboard.ts` (+1 -0) ➕ `upcoming-release-notes/ai-feat-budget-analysis-report-show-hidden-categories.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 Allows the user to see hidden categories and selectively display them as part of the Budget Analysis report. Claude contributed to this feature. <!-- 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) <!-- e.g. Fixes #123, Relates to #456 --> Addresses @Hstep20's [comment](https://github.com/actualbudget/actual/issues/6742#issuecomment-4361492733). @Hstep20, can you confirm this is the desired functionality? ## Testing <!-- What did you test? How can we reproduce the issue you are fixing or how can we test the feature you built? --> Manually checked whether the numbers for a selected category were properly calculated. Claude wrote the tests. ## 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 (+2.78 kB) | +0.02% 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 (+2.78 kB) | +0.02% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `home/runner/work/actual/actual/packages/component-library/src/icons/v1/ViewHide.tsx` | 🆕 +619 B | 0 B → 619 B `home/runner/work/actual/actual/packages/component-library/src/icons/v1/ViewShow.tsx` | 🆕 +491 B | 0 B → 491 B `src/components/reports/reports/BudgetAnalysis.tsx` | 📈 +1.49 kB (+7.46%) | 19.92 kB → 21.41 kB `src/components/reports/reports/BudgetAnalysisCard.tsx` | 📈 +144 B (+2.00%) | 7.05 kB → 7.19 kB `src/components/reports/spreadsheets/budget-analysis-spreadsheet.ts` | 📈 +56 B (+1.08%) | 5.07 kB → 5.13 kB `src/components/reports/CategorySelector.tsx` | 📈 +4 B (+0.06%) | 6.36 kB → 6.36 kB `src/components/reports/AccountSelector.tsx` | 📈 +4 B (+0.03%) | 15.56 kB → 15.57 kB `src/components/reports/reports/Crossover.tsx` | 📈 +4 B (+0.01%) | 41.16 kB → 41.17 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 (+1.69 kB) | +0.13% static/js/Value.js | 5.08 MB → 5.08 MB (+1.08 kB) | +0.02% **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 | 206.3 kB | 0% static/js/TransactionEdit.js | 90.63 kB | 0% static/js/TransactionList.js | 85.81 kB | 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 00:30:39 -05:00
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Reference: github-starred/actual#131733
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