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Code Issues 3.0k Packages Projects Releases 58 Wiki Activity

[PR #8204] [AI] Add toggle (calendar icon) to show/hide "Upcoming" register transactions #136446

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opened 2026-06-17 21:13:58 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-06-17 21:13:58 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/8204
Author: @Juulz
Created: 6/12/2026
Status: 🔄 Open

Base: master ← Head: show-upcoing

📝 Commits (10+)

  • fec7bd6 [AI] Add clock toggle to show and hide upcoming register transactions
  • ce97468 [AI] Add upcoming toggle tooltip and thicker table header border
  • df42172 [AI] Refine hidden upcoming styling for clock and table header
  • 85c49f9 [AI] Use calendar icon and upcoming-colored hidden header border
  • b4558e6 [AI] Persist upcoming toggle and use separate hidden-state divider
  • 57ff7a1 [autofix.ci] apply automated fixes
  • 82a1180 [AI] Add show-upcoming-transactions pref to SyncedPrefs type
  • 58577be [AI] Merge remote show-upcoing before pushing pref type fix
  • 7cd56c1 [AI] Only show upcoming divider when previews exist
  • 2deebdb Create show-hide-upcoming.md for enhancements

📊 Changes

6 files changed (+102 additions, -8 deletions)

View changed files

📝 packages/desktop-client/src/components/accounts/Account.tsx (+46 -8)
📝 packages/desktop-client/src/components/accounts/Header.tsx (+29 -0)
📝 packages/desktop-client/src/components/transactions/TransactionList.tsx (+6 -0)
📝 packages/desktop-client/src/components/transactions/TransactionsTable.tsx (+14 -0)
📝 packages/loot-core/src/types/prefs.ts (+1 -0)
➕ upcoming-release-notes/show-hide-upcoming.md (+6 -0)

📄 Description

Description

I was trialing a competing budget app to see why many people have mentioned they prefer it over Actual. The standout for me was the ability to show/hide Upcoming transactions in the account register, so I had a chat with Cursor. And, yes, I named the branch show-upcoing, bad typist is bad! 😂

If you give a description of exactly what you want to Cursor, this is what you get.

  • Add a show/hide calendar icon toggle only when there are upcoming transactions in an account list. Icon has aria-label and tooltip on hover.
  • Use theme.upcomingText and theme.upcomingBackground colors for the toggle when upcoming transactions are hidden.
  • Add a 2px divider line using theme.upcomingText between the table header and the first transaction only when there are hidden upcoming transactions.
  • Never hide Due or Missed transactions.

Related issue(s)

Fixes #4565 and maybe #4150 . There are others that ask for a dimmed or delineated view for future transactions, but this PR only deals with scheduled Upcoming transactions.

Testing

I used it on various accounts, All Accounts, On Budget and Off Budget accounts. I imported my budget full of schedules and set them to three years and used it again. I switched between accounts.

Screenshots of Test Budget:
Screenshot 2026-06-12 162216

Screenshot 2026-06-12 162258 Screenshot 2026-06-12 162233 Screenshot 2026-06-12 162244

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 29 13.1 MB → 13.11 MB (+3.5 kB) +0.03%
loot-core 1 4.9 MB 0%
api 2 3.93 MB 0%
cli 1 8.02 MB 0%
crdt 1 11.12 kB 0%
View detailed bundle stats

desktop-client

Total

Files count Total bundle size % Changed
29 13.1 MB → 13.11 MB (+3.5 kB) +0.03%
Changeset
File Δ Size
src/components/accounts/Header.tsx 📈 +1.4 kB (+5.02%) 27.89 kB → 29.29 kB
src/components/accounts/Account.tsx 📈 +1.39 kB (+3.17%) 44 kB → 45.4 kB
src/components/transactions/TransactionList.tsx 📈 +256 B (+1.45%) 17.29 kB → 17.54 kB
src/components/transactions/TransactionsTable.tsx 📈 +472 B (+0.51%) 90.44 kB → 90.9 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
static/js/wide.js 298.21 kB → 301.01 kB (+2.79 kB) +0.94%
static/js/index.js 7.61 MB → 7.61 MB (+728 B) +0.01%

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
static/js/BackgroundImage.js 121.09 kB 0%
static/js/FormulaEditor.js 735.67 kB 0%
static/js/PayeeRuleCountLabel.js 7.1 kB 0%
static/js/ReportRouter.js 1.25 MB 0%
static/js/TransactionList.js 85.25 kB 0%
static/js/_baseIsEqual.js 76.78 kB 0%
static/js/ca.js 179.71 kB 0%
static/js/da.js 100.19 kB 0%
static/js/de.js 176.61 kB 0%
static/js/en-GB.js 9.25 kB 0%
static/js/en.js 200.33 kB 0%
static/js/es.js 171.82 kB 0%
static/js/extends.js 478.5 kB 0%
static/js/fr.js 171.39 kB 0%
static/js/indexeddb-main-thread-worker-e59fee74.js 13.46 kB 0%
static/js/it.js 158.13 kB 0%
static/js/narrow.js 358.88 kB 0%
static/js/nb-NO.js 141.55 kB 0%
static/js/nl.js 119.14 kB 0%
static/js/pt-BR.js 181.5 kB 0%
static/js/resize-observer.js 18.06 kB 0%
static/js/th.js 173.33 kB 0%
static/js/theme.js 31.02 kB 0%
static/js/uk.js 209.97 kB 0%
static/js/useTransactionBatchActions.js 9.71 kB 0%
static/js/workbox-window.prod.es5.js 7.21 kB 0%
static/js/zh-Hans.js 113.26 kB 0%

loot-core

Total

Files count Total bundle size % Changed
1 4.9 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.VDgbgKoY.js 4.9 MB 0%

api

Total

Files count Total bundle size % Changed
2 3.93 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 3.93 MB 0%
models.js 0 B 0%

cli

Total

Files count Total bundle size % Changed
1 8.02 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 8.02 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/8204 **Author:** [@Juulz](https://github.com/Juulz) **Created:** 6/12/2026 **Status:** 🔄 Open **Base:** `master` ← **Head:** `show-upcoing` --- ### 📝 Commits (10+) - [`fec7bd6`](https://github.com/actualbudget/actual/commit/fec7bd6cbcaafbafd54b63c58357089bd8bc082d) [AI] Add clock toggle to show and hide upcoming register transactions - [`ce97468`](https://github.com/actualbudget/actual/commit/ce974687bdc24574ee7c13a4b3d1b089cc4fa057) [AI] Add upcoming toggle tooltip and thicker table header border - [`df42172`](https://github.com/actualbudget/actual/commit/df4217223e38d7ee5aceff194a69a96307f33bb6) [AI] Refine hidden upcoming styling for clock and table header - [`85c49f9`](https://github.com/actualbudget/actual/commit/85c49f9d0cec89c7d4f3c776b6d58d83fff82d55) [AI] Use calendar icon and upcoming-colored hidden header border - [`b4558e6`](https://github.com/actualbudget/actual/commit/b4558e6c828f504e045f4b307ee975eb452e3195) [AI] Persist upcoming toggle and use separate hidden-state divider - [`57ff7a1`](https://github.com/actualbudget/actual/commit/57ff7a19f3a76a96e882aaa3b0d17609ce3753f0) [autofix.ci] apply automated fixes - [`82a1180`](https://github.com/actualbudget/actual/commit/82a1180a1c83dc785d71f6423e8913acfc8fcc76) [AI] Add show-upcoming-transactions pref to SyncedPrefs type - [`58577be`](https://github.com/actualbudget/actual/commit/58577be6cd6ec216468ddc18a40efc67a1514936) [AI] Merge remote show-upcoing before pushing pref type fix - [`7cd56c1`](https://github.com/actualbudget/actual/commit/7cd56c15c93cd1b791b493be4000dcd5d6dec22a) [AI] Only show upcoming divider when previews exist - [`2deebdb`](https://github.com/actualbudget/actual/commit/2deebdb94728e2318bcffebcb76394256f2948a3) Create show-hide-upcoming.md for enhancements ### 📊 Changes **6 files changed** (+102 additions, -8 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/accounts/Account.tsx` (+46 -8) 📝 `packages/desktop-client/src/components/accounts/Header.tsx` (+29 -0) 📝 `packages/desktop-client/src/components/transactions/TransactionList.tsx` (+6 -0) 📝 `packages/desktop-client/src/components/transactions/TransactionsTable.tsx` (+14 -0) 📝 `packages/loot-core/src/types/prefs.ts` (+1 -0) ➕ `upcoming-release-notes/show-hide-upcoming.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 I was trialing a competing budget app to see why many people have mentioned they prefer it over Actual. The standout for me was the ability to show/hide Upcoming transactions in the account register, so I had a chat with Cursor. And, yes, I named the branch `show-upcoing`, bad typist is bad! 😂 If you give a description of **exactly** what you want to Cursor, this is what you get. - Add a show/hide calendar icon toggle only when there are upcoming transactions in an account list. Icon has aria-label and tooltip on hover. - Use `theme.upcomingText` and `theme.upcomingBackground` colors for the toggle when upcoming transactions are hidden. - Add a 2px divider line using `theme.upcomingText` between the table header and the first transaction only when there are hidden upcoming transactions. - Never hide Due or Missed transactions. ## Related issue(s) Fixes #4565 and maybe #4150 . There are others that ask for a dimmed or delineated view for future transactions, but this PR only deals with scheduled Upcoming transactions. ## Testing I used it on various accounts, All Accounts, On Budget and Off Budget accounts. I imported my budget full of schedules and set them to three years and used it again. I switched between accounts. Screenshots of Test Budget: <img width="1652" height="295" alt="Screenshot 2026-06-12 162216" src="https://github.com/user-attachments/assets/d053c67c-91e6-45fc-80c7-137628141e30" /> <img width="1648" height="293" alt="Screenshot 2026-06-12 162258" src="https://github.com/user-attachments/assets/c99bda10-e005-480f-996f-652987faf69f" /> <img width="1674" height="286" alt="Screenshot 2026-06-12 162233" src="https://github.com/user-attachments/assets/e3cc121f-7435-4b70-9292-a49027a7a341" /> <img width="1652" height="270" alt="Screenshot 2026-06-12 162244" src="https://github.com/user-attachments/assets/cb8794df-ea86-41e1-8bcc-a7b0c0099ec1" /> ## 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 | 29 | 13.1 MB → 13.11 MB (+3.5 kB) | +0.03% loot-core | 1 | 4.9 MB | 0% api | 2 | 3.93 MB | 0% cli | 1 | 8.02 MB | 0% crdt | 1 | 11.12 kB | 0% <details> <summary>View detailed bundle stats</summary> #### desktop-client **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 29 | 13.1 MB → 13.11 MB (+3.5 kB) | +0.03% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/components/accounts/Header.tsx` | 📈 +1.4 kB (+5.02%) | 27.89 kB → 29.29 kB `src/components/accounts/Account.tsx` | 📈 +1.39 kB (+3.17%) | 44 kB → 45.4 kB `src/components/transactions/TransactionList.tsx` | 📈 +256 B (+1.45%) | 17.29 kB → 17.54 kB `src/components/transactions/TransactionsTable.tsx` | 📈 +472 B (+0.51%) | 90.44 kB → 90.9 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/wide.js | 298.21 kB → 301.01 kB (+2.79 kB) | +0.94% static/js/index.js | 7.61 MB → 7.61 MB (+728 B) | +0.01% **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- static/js/BackgroundImage.js | 121.09 kB | 0% static/js/FormulaEditor.js | 735.67 kB | 0% static/js/PayeeRuleCountLabel.js | 7.1 kB | 0% static/js/ReportRouter.js | 1.25 MB | 0% static/js/TransactionList.js | 85.25 kB | 0% static/js/_baseIsEqual.js | 76.78 kB | 0% static/js/ca.js | 179.71 kB | 0% static/js/da.js | 100.19 kB | 0% static/js/de.js | 176.61 kB | 0% static/js/en-GB.js | 9.25 kB | 0% static/js/en.js | 200.33 kB | 0% static/js/es.js | 171.82 kB | 0% static/js/extends.js | 478.5 kB | 0% static/js/fr.js | 171.39 kB | 0% static/js/indexeddb-main-thread-worker-e59fee74.js | 13.46 kB | 0% static/js/it.js | 158.13 kB | 0% static/js/narrow.js | 358.88 kB | 0% static/js/nb-NO.js | 141.55 kB | 0% static/js/nl.js | 119.14 kB | 0% static/js/pt-BR.js | 181.5 kB | 0% static/js/resize-observer.js | 18.06 kB | 0% static/js/th.js | 173.33 kB | 0% static/js/theme.js | 31.02 kB | 0% static/js/uk.js | 209.97 kB | 0% static/js/useTransactionBatchActions.js | 9.71 kB | 0% static/js/workbox-window.prod.es5.js | 7.21 kB | 0% static/js/zh-Hans.js | 113.26 kB | 0% </div> </details> --- #### loot-core **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 4.9 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.VDgbgKoY.js | 4.9 MB | 0% </div> </details> --- #### api **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 2 | 3.93 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 | 3.93 MB | 0% models.js | 0 B | 0% </div> </details> --- #### cli **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 8.02 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 | 8.02 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 2026-06-17 21:13:58 -05:00
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Reference: github-starred/actual#136446