[PR #2805] [MERGED] Group and ungroup split transactions #18882

Closed
opened 2026-04-14 20:53:40 -05:00 by GiteaMirror · 0 comments
Owner

📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/2805
Author: @joel-jeremy
Created: 5/28/2024
Status: Merged
Merged: 6/26/2024
Merged by: @joel-jeremy

Base: masterHead: group-ungroup-transactions


📝 Commits (10+)

  • f497437 Group and ungroup split transactions
  • a77c19d Release note
  • ad9390c Fix release note category
  • 8c4803c Do not allow on reconciled transactions
  • 91e9697 Add account validation, fix undo behavior, set split payee
  • f2f06e8 Fix lint errors
  • 3cffb84 Allow extracting some child transactions
  • 154cffb Disabled split/unsplit selected items menu
  • f444d27 Fix lint error
  • 7cd456b Fix typecheck error

📊 Changes

23 files changed (+455 additions, -139 deletions)

View changed files

📝 packages/desktop-client/e2e/rules.test.js (+1 -1)
📝 packages/desktop-client/e2e/rules.test.js-snapshots/Rules-creates-a-split-transaction-rule-and-makes-sure-it-is-applied-when-creating-a-transaction-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/rules.test.js-snapshots/Rules-creates-a-split-transaction-rule-and-makes-sure-it-is-applied-when-creating-a-transaction-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/rules.test.js-snapshots/Rules-creates-a-split-transaction-rule-and-makes-sure-it-is-applied-when-creating-a-transaction-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/transactions.test.js (+1 -1)
📝 packages/desktop-client/e2e/transactions.test.js-snapshots/Transactions-creates-a-split-test-transaction-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/transactions.test.js-snapshots/Transactions-creates-a-split-test-transaction-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/transactions.test.js-snapshots/Transactions-creates-a-split-test-transaction-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/src/components/Modals.tsx (+0 -1)
📝 packages/desktop-client/src/components/accounts/Account.jsx (+115 -4)
📝 packages/desktop-client/src/components/accounts/Header.jsx (+5 -1)
📝 packages/desktop-client/src/components/mobile/transactions/TransactionEdit.jsx (+11 -2)
📝 packages/desktop-client/src/components/modals/PayeeAutocompleteModal.tsx (+17 -14)
📝 packages/desktop-client/src/components/schedules/ScheduleLink.tsx (+9 -11)
📝 packages/desktop-client/src/components/transactions/SelectedTransactionsButton.jsx (+115 -42)
📝 packages/desktop-client/src/components/transactions/TransactionList.jsx (+2 -2)
📝 packages/desktop-client/src/components/transactions/TransactionsTable.jsx (+105 -47)
📝 packages/loot-core/src/client/state-types/modals.d.ts (+2 -1)
📝 packages/loot-core/src/server/accounts/transactions.ts (+4 -9)
📝 packages/loot-core/src/server/main.ts (+1 -2)

...and 3 more files

📄 Description

Easily turn multiple transactions into a split transaction or separate a split transaction into multiple individual ones.

Make as split transaction

image

Unsplit transaction

image


🔄 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/2805 **Author:** [@joel-jeremy](https://github.com/joel-jeremy) **Created:** 5/28/2024 **Status:** ✅ Merged **Merged:** 6/26/2024 **Merged by:** [@joel-jeremy](https://github.com/joel-jeremy) **Base:** `master` ← **Head:** `group-ungroup-transactions` --- ### 📝 Commits (10+) - [`f497437`](https://github.com/actualbudget/actual/commit/f497437ca03c144caff54338d76c60898c1034bd) Group and ungroup split transactions - [`a77c19d`](https://github.com/actualbudget/actual/commit/a77c19da14336515500604676ffe0f6a474ef04a) Release note - [`ad9390c`](https://github.com/actualbudget/actual/commit/ad9390ce582df1953dd6ff45cf94a562870c2914) Fix release note category - [`8c4803c`](https://github.com/actualbudget/actual/commit/8c4803cbc7f72dddbbd6812f13621a2055d160c0) Do not allow on reconciled transactions - [`91e9697`](https://github.com/actualbudget/actual/commit/91e969751484f1bd0d15930b200933c2448e645a) Add account validation, fix undo behavior, set split payee - [`f2f06e8`](https://github.com/actualbudget/actual/commit/f2f06e84b67279249fe59509a4a3416e9ba35bea) Fix lint errors - [`3cffb84`](https://github.com/actualbudget/actual/commit/3cffb849f2bfaf77c11ac8537e31b3e5889b14dd) Allow extracting some child transactions - [`154cffb`](https://github.com/actualbudget/actual/commit/154cffbb4ff64ca70ed77493da0aaa0a8f92290f) Disabled split/unsplit selected items menu - [`f444d27`](https://github.com/actualbudget/actual/commit/f444d277f75dc909ca42b14c96fc396e366ed149) Fix lint error - [`7cd456b`](https://github.com/actualbudget/actual/commit/7cd456b2a6dc95b37e2dd0454887c7db1b14533d) Fix typecheck error ### 📊 Changes **23 files changed** (+455 additions, -139 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/e2e/rules.test.js` (+1 -1) 📝 `packages/desktop-client/e2e/rules.test.js-snapshots/Rules-creates-a-split-transaction-rule-and-makes-sure-it-is-applied-when-creating-a-transaction-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/rules.test.js-snapshots/Rules-creates-a-split-transaction-rule-and-makes-sure-it-is-applied-when-creating-a-transaction-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/rules.test.js-snapshots/Rules-creates-a-split-transaction-rule-and-makes-sure-it-is-applied-when-creating-a-transaction-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/transactions.test.js` (+1 -1) 📝 `packages/desktop-client/e2e/transactions.test.js-snapshots/Transactions-creates-a-split-test-transaction-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/transactions.test.js-snapshots/Transactions-creates-a-split-test-transaction-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/transactions.test.js-snapshots/Transactions-creates-a-split-test-transaction-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/src/components/Modals.tsx` (+0 -1) 📝 `packages/desktop-client/src/components/accounts/Account.jsx` (+115 -4) 📝 `packages/desktop-client/src/components/accounts/Header.jsx` (+5 -1) 📝 `packages/desktop-client/src/components/mobile/transactions/TransactionEdit.jsx` (+11 -2) 📝 `packages/desktop-client/src/components/modals/PayeeAutocompleteModal.tsx` (+17 -14) 📝 `packages/desktop-client/src/components/schedules/ScheduleLink.tsx` (+9 -11) 📝 `packages/desktop-client/src/components/transactions/SelectedTransactionsButton.jsx` (+115 -42) 📝 `packages/desktop-client/src/components/transactions/TransactionList.jsx` (+2 -2) 📝 `packages/desktop-client/src/components/transactions/TransactionsTable.jsx` (+105 -47) 📝 `packages/loot-core/src/client/state-types/modals.d.ts` (+2 -1) 📝 `packages/loot-core/src/server/accounts/transactions.ts` (+4 -9) 📝 `packages/loot-core/src/server/main.ts` (+1 -2) _...and 3 more files_ </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 --> Easily turn multiple transactions into a split transaction or separate a split transaction into multiple individual ones. # Make as split transaction ![image](https://github.com/actualbudget/actual/assets/20313680/6815746f-4e29-45cd-8ede-75083e0f2c26) # Unsplit transaction ![image](https://github.com/actualbudget/actual/assets/20313680/c5cd711a-0809-4bca-821e-d1e6afa0b1df) --- <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 2026-04-14 20:53:40 -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#18882