[PR #7299] [Bugfix] Disable 2-day lookback for automatic transactions #14125

Open
opened 2026-04-10 22:13:53 -05:00 by GiteaMirror · 0 comments
Owner

📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/7299
Author: @anoff
Created: 3/27/2026
Status: 🔄 Open

Base: masterHead: 1847-fix-daily-schedule


📝 Commits (3)

  • 2b35b38 disable 2-day lookback for automatic transactions
  • 6b7fdf6 add PR release notes
  • 6474f69 Merge branch 'master' into 1847-fix-daily-schedule

📊 Changes

2 files changed (+19 additions, -1 deletions)

View changed files

📝 packages/loot-core/src/shared/schedules.ts (+13 -1)
upcoming-release-notes/7299.md (+6 -0)

📄 Description

Description

There is a bug that daily transactions - especially when posted automatically - keep tripping because payments on the previous day are considered as already paid for today.
This is because of a fuzzy matching allowing 2 day offset in the payment date for all transactions.
With this PR the behavior is changed so that automatic schedules are only checking the exact date, rather than taking previous days into considerations.
For non-automatic schedules the behavior remains unchanged.

See https://github.com/actualbudget/actual/issues/7258 for detailed explanation.

Fixes #1847

Testing

  • yarn workspace @actual-app/core run typecheck
  • yarn workspace @actual-app/core run lint:fix
  • yarn workspace @actual-app/core run test

Checklist

  • Release notes added (see link above)
  • 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 27 12.09 MB → 12.53 MB (+454.03 kB) +3.67%
loot-core 1 4.83 MB → 4.83 MB (+50 B) +0.00%
api 4 4.06 MB → 4.06 MB (+523 B) +0.01%
cli 1 7.88 MB 0%
View detailed bundle stats

desktop-client

Total

Files count Total bundle size % Changed
27 12.09 MB → 12.53 MB (+454.03 kB) +3.67%
Changeset
File Δ Size
home/runner/work/actual/actual/packages/loot-core/src/shared/schedules.ts 📈 +50 B (+0.46%) 10.69 kB → 10.74 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
static/js/theme.js 30.68 kB → 484.67 kB (+453.99 kB) +1479.66%
static/js/useTransactionBatchActions.js 4.29 MB → 4.29 MB (+50 B) +0.00%

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
static/js/index.js 3.23 MB 0%
static/js/BackgroundImage.js 119.98 kB 0%
static/js/FormulaEditor.js 846.44 kB 0%
static/js/ReportRouter.js 1.02 MB 0%
static/js/TransactionList.js 81.29 kB 0%
static/js/ca.js 182.91 kB 0%
static/js/da.js 104.66 kB 0%
static/js/de.js 174.79 kB 0%
static/js/en-GB.js 7.16 kB 0%
static/js/en.js 170.76 kB 0%
static/js/es.js 182.09 kB 0%
static/js/fr.js 177.47 kB 0%
static/js/indexeddb-main-thread-worker-e59fee74.js 13.46 kB 0%
static/js/it.js 166.25 kB 0%
static/js/narrow.js 354.27 kB 0%
static/js/nb-NO.js 152.2 kB 0%
static/js/nl.js 108.93 kB 0%
static/js/pl.js 88.34 kB 0%
static/js/pt-BR.js 177.84 kB 0%
static/js/resize-observer.js 18.03 kB 0%
static/js/sv.js 80.58 kB 0%
static/js/th.js 179.94 kB 0%
static/js/uk.js 213.14 kB 0%
static/js/wide.js 418 B 0%
static/js/workbox-window.prod.es5.js 7.28 kB 0%

loot-core

Total

Files count Total bundle size % Changed
1 4.83 MB → 4.83 MB (+50 B) +0.00%
Changeset
File Δ Size
home/runner/work/actual/actual/packages/loot-core/src/shared/schedules.ts 📈 +50 B (+1.00%) 4.86 kB → 4.91 kB
View detailed bundle breakdown

Added

Asset File Size % Changed
kcab.worker.aVeuAI8k.js 0 B → 4.83 MB (+4.83 MB) -

Removed

Asset File Size % Changed
kcab.worker.CwpE34S5.js 4.83 MB → 0 B (-4.83 MB) -100%

Bigger
No assets were bigger

Smaller
No assets were smaller

Unchanged
No assets were unchanged


api

Total

Files count Total bundle size % Changed
4 4.06 MB → 4.06 MB (+523 B) +0.01%
Changeset
File Δ Size
home/runner/work/actual/actual/packages/loot-core/src/shared/schedules.ts 📈 +523 B (+10.74%) 4.75 kB → 5.27 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
index.js 3.84 MB → 3.84 MB (+523 B) +0.01%

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
from-Bl-Hslp4.js 167.73 kB 0%
multipart-parser-BnDysoMr.js 8.1 kB 0%
src-iMkUmuwR.js 43.64 kB 0%

cli

Total

Files count Total bundle size % Changed
1 7.88 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 7.88 MB 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/7299 **Author:** [@anoff](https://github.com/anoff) **Created:** 3/27/2026 **Status:** 🔄 Open **Base:** `master` ← **Head:** `1847-fix-daily-schedule` --- ### 📝 Commits (3) - [`2b35b38`](https://github.com/actualbudget/actual/commit/2b35b3801f335da1ec065196611c35f6435c1078) disable 2-day lookback for automatic transactions - [`6b7fdf6`](https://github.com/actualbudget/actual/commit/6b7fdf699c5203c91a9125a8f67adffc7c9706b9) add PR release notes - [`6474f69`](https://github.com/actualbudget/actual/commit/6474f69cd76fe34892283abdb751ddeaea872c19) Merge branch 'master' into 1847-fix-daily-schedule ### 📊 Changes **2 files changed** (+19 additions, -1 deletions) <details> <summary>View changed files</summary> 📝 `packages/loot-core/src/shared/schedules.ts` (+13 -1) ➕ `upcoming-release-notes/7299.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://github.com/actualbudget/docs#writing-good-release-notes. Try running yarn generate:release-notes *before* pushing your PR for an interactive experience. --> ## Description There is a bug that daily transactions - especially when posted automatically - keep tripping because payments on the previous day are considered as _already paid_ for today. This is because of a fuzzy matching allowing 2 day offset in the payment date for _all_ transactions. With this PR the behavior is changed so that automatic schedules are only checking the exact date, rather than taking previous days into considerations. For non-automatic schedules the behavior remains unchanged. See https://github.com/actualbudget/actual/issues/7258 for detailed explanation. ## Related issue(s) Fixes #1847 ## Testing <!-- What did you test? How can we reproduce the issue you are fixing or how can we test the feature you built? --> - `yarn workspace @actual-app/core run typecheck` - `yarn workspace @actual-app/core run lint:fix` - `yarn workspace @actual-app/core run test` ## Checklist - [x] Release notes added (see link above) - [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 ---> <!--- bundlestats-action-comment key:combined start ---> ### Bundle Stats Bundle | Files count | Total bundle size | % Changed ------ | ----------- | ----------------- | --------- desktop-client | 27 | 12.09 MB → 12.53 MB (+454.03 kB) | +3.67% loot-core | 1 | 4.83 MB → 4.83 MB (+50 B) | +0.00% api | 4 | 4.06 MB → 4.06 MB (+523 B) | +0.01% cli | 1 | 7.88 MB | 0% <details> <summary>View detailed bundle stats</summary> #### desktop-client **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 27 | 12.09 MB → 12.53 MB (+454.03 kB) | +3.67% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `home/runner/work/actual/actual/packages/loot-core/src/shared/schedules.ts` | 📈 +50 B (+0.46%) | 10.69 kB → 10.74 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/theme.js | 30.68 kB → 484.67 kB (+453.99 kB) | +1479.66% static/js/useTransactionBatchActions.js | 4.29 MB → 4.29 MB (+50 B) | +0.00% **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- static/js/index.js | 3.23 MB | 0% static/js/BackgroundImage.js | 119.98 kB | 0% static/js/FormulaEditor.js | 846.44 kB | 0% static/js/ReportRouter.js | 1.02 MB | 0% static/js/TransactionList.js | 81.29 kB | 0% static/js/ca.js | 182.91 kB | 0% static/js/da.js | 104.66 kB | 0% static/js/de.js | 174.79 kB | 0% static/js/en-GB.js | 7.16 kB | 0% static/js/en.js | 170.76 kB | 0% static/js/es.js | 182.09 kB | 0% static/js/fr.js | 177.47 kB | 0% static/js/indexeddb-main-thread-worker-e59fee74.js | 13.46 kB | 0% static/js/it.js | 166.25 kB | 0% static/js/narrow.js | 354.27 kB | 0% static/js/nb-NO.js | 152.2 kB | 0% static/js/nl.js | 108.93 kB | 0% static/js/pl.js | 88.34 kB | 0% static/js/pt-BR.js | 177.84 kB | 0% static/js/resize-observer.js | 18.03 kB | 0% static/js/sv.js | 80.58 kB | 0% static/js/th.js | 179.94 kB | 0% static/js/uk.js | 213.14 kB | 0% static/js/wide.js | 418 B | 0% static/js/workbox-window.prod.es5.js | 7.28 kB | 0% </div> </details> --- #### loot-core **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 4.83 MB → 4.83 MB (+50 B) | +0.00% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `home/runner/work/actual/actual/packages/loot-core/src/shared/schedules.ts` | 📈 +50 B (+1.00%) | 4.86 kB → 4.91 kB </details> <details> <summary>View detailed bundle breakdown</summary> <div> **Added** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker.aVeuAI8k.js | 0 B → 4.83 MB (+4.83 MB) | - **Removed** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker.CwpE34S5.js | 4.83 MB → 0 B (-4.83 MB) | -100% **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** No assets were unchanged </div> </details> --- #### api **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 4 | 4.06 MB → 4.06 MB (+523 B) | +0.01% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `home/runner/work/actual/actual/packages/loot-core/src/shared/schedules.ts` | 📈 +523 B (+10.74%) | 4.75 kB → 5.27 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 ----- | --------- | --------- index.js | 3.84 MB → 3.84 MB (+523 B) | +0.01% **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- from-Bl-Hslp4.js | 167.73 kB | 0% multipart-parser-BnDysoMr.js | 8.1 kB | 0% src-iMkUmuwR.js | 43.64 kB | 0% </div> </details> --- #### cli **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 7.88 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 | 7.88 MB | 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 2026-04-10 22:13:53 -05:00
Sign in to join this conversation.
1 Participants
Notifications
Due Date
No due date set.
Dependencies

No dependencies set.

Reference: github-starred/actual#14125