[PR #6495] [CLOSED] feature: crossover point widget to add inflation adjustment #20927

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opened 2026-04-14 21:49:45 -05:00 by GiteaMirror · 0 comments
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/6495
Author: @math29
Created: 12/27/2025
Status: ❌ Closed

Base: master ← Head: feature/crossover-support-inflation


📝 Commits (1)

  • ce13b30 feature: crossover point widget to add inflation adjustment

📊 Changes

7 files changed (+732 additions, -17 deletions)

View changed files

📝 packages/desktop-client/src/components/reports/graphs/CrossoverGraph.tsx (+5 -4)
📝 packages/desktop-client/src/components/reports/reports/Crossover.tsx (+63 -0)
📝 packages/desktop-client/src/components/reports/reports/CrossoverCard.tsx (+3 -0)
➕ packages/desktop-client/src/components/reports/spreadsheets/crossover-spreadsheet.test.ts (+532 -0)
📝 packages/desktop-client/src/components/reports/spreadsheets/crossover-spreadsheet.ts (+122 -13)
📝 packages/loot-core/src/types/models/dashboard.ts (+1 -0)
➕ upcoming-release-notes/6495.md (+6 -0)

📄 Description

Summary by CodeRabbit

  • New Features

    • Add an annual "Inflation rate" input (percentage) to Crossover Point reports with tooltip; value is saved with the widget and applied to projections using monthly compounding, updating projected expenses, crossover charts, and summary metrics (years to retire, target nest egg).
  • Tests

    • Add comprehensive tests covering annual→monthly conversion, compound monthly projections, zero/null/negative rates, precision over long horizons, and multiple projection modes.
  • Documentation

    • Add release-note entry describing the inflation adjustment feature.

✏️ Tip: You can customize this high-level summary in your review settings.


Bundle Stats

Bundle Files count Total bundle size % Changed
desktop-client 27 14.85 MB → 14.85 MB (+2.64 kB) +0.02%
loot-core 1 5.82 MB 0%
api 1 4.43 MB 0%
View detailed bundle stats

desktop-client

Total

Files count Total bundle size % Changed
27 14.85 MB → 14.85 MB (+2.64 kB) +0.02%
Changeset
File Δ Size
src/components/reports/reports/Crossover.tsx 📈 +2.14 kB (+5.09%) 42 kB → 44.14 kB
src/components/reports/spreadsheets/crossover-spreadsheet.ts 📈 +382 B (+4.00%) 9.33 kB → 9.7 kB
src/components/reports/reports/CrossoverCard.tsx 📈 +128 B (+1.16%) 10.74 kB → 10.86 kB
src/components/reports/graphs/CrossoverGraph.tsx 📈 +9 B (+0.08%) 10.43 kB → 10.44 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
static/js/ReportRouter.js 1.16 MB → 1.16 MB (+2.64 kB) +0.22%

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
static/js/index.js 9.54 MB 0%
static/js/indexeddb-main-thread-worker-e59fee74.js 12.94 kB 0%
static/js/workbox-window.prod.es5.js 5.64 kB 0%
static/js/ca.js 188.15 kB 0%
static/js/da.js 106.35 kB 0%
static/js/de.js 180.07 kB 0%
static/js/en-GB.js 7.18 kB 0%
static/js/en.js 170.37 kB 0%
static/js/es.js 174.55 kB 0%
static/js/fr.js 179.6 kB 0%
static/js/it.js 171.16 kB 0%
static/js/nb-NO.js 156.96 kB 0%
static/js/nl.js 106.37 kB 0%
static/js/pl.js 88.37 kB 0%
static/js/pt-BR.js 154.22 kB 0%
static/js/th.js 181.87 kB 0%
static/js/uk.js 214.74 kB 0%
static/js/resize-observer.js 18.37 kB 0%
static/js/BackgroundImage.js 120.54 kB 0%
static/js/narrow.js 637.68 kB 0%
static/js/TransactionList.js 106.22 kB 0%
static/js/wide.js 164.15 kB 0%
static/js/AppliedFilters.js 9.71 kB 0%
static/js/usePayeeRuleCounts.js 10.04 kB 0%
static/js/useTransactionBatchActions.js 13.23 kB 0%
static/js/FormulaEditor.js 1.04 MB 0%

loot-core

Total

Files count Total bundle size % Changed
1 5.82 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.BwrdDDMW.js 5.82 MB 0%

api

Total

Files count Total bundle size % Changed
1 4.43 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
bundle.api.js 4.43 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/6495 **Author:** [@math29](https://github.com/math29) **Created:** 12/27/2025 **Status:** ❌ Closed **Base:** `master` ← **Head:** `feature/crossover-support-inflation` --- ### 📝 Commits (1) - [`ce13b30`](https://github.com/actualbudget/actual/commit/ce13b30aed9a9fa54417f3274bca857414d14307) feature: crossover point widget to add inflation adjustment ### 📊 Changes **7 files changed** (+732 additions, -17 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/reports/graphs/CrossoverGraph.tsx` (+5 -4) 📝 `packages/desktop-client/src/components/reports/reports/Crossover.tsx` (+63 -0) 📝 `packages/desktop-client/src/components/reports/reports/CrossoverCard.tsx` (+3 -0) ➕ `packages/desktop-client/src/components/reports/spreadsheets/crossover-spreadsheet.test.ts` (+532 -0) 📝 `packages/desktop-client/src/components/reports/spreadsheets/crossover-spreadsheet.ts` (+122 -13) 📝 `packages/loot-core/src/types/models/dashboard.ts` (+1 -0) ➕ `upcoming-release-notes/6495.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. --> <!-- This is an auto-generated comment: release notes by coderabbit.ai --> ## Summary by CodeRabbit * **New Features** * Add an annual "Inflation rate" input (percentage) to Crossover Point reports with tooltip; value is saved with the widget and applied to projections using monthly compounding, updating projected expenses, crossover charts, and summary metrics (years to retire, target nest egg). * **Tests** * Add comprehensive tests covering annual→monthly conversion, compound monthly projections, zero/null/negative rates, precision over long horizons, and multiple projection modes. * **Documentation** * Add release-note entry describing the inflation adjustment feature. <sub>✏️ Tip: You can customize this high-level summary in your review settings.</sub> <!-- end of auto-generated comment: release notes by coderabbit.ai --> <!--- actual-bot-sections ---> <hr /> <!--- bundlestats-action-comment key:combined start ---> ### Bundle Stats Bundle | Files count | Total bundle size | % Changed ------ | ----------- | ----------------- | --------- desktop-client | 27 | 14.85 MB → 14.85 MB (+2.64 kB) | +0.02% loot-core | 1 | 5.82 MB | 0% api | 1 | 4.43 MB | 0% <details> <summary>View detailed bundle stats</summary> #### desktop-client **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 27 | 14.85 MB → 14.85 MB (+2.64 kB) | +0.02% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/components/reports/reports/Crossover.tsx` | 📈 +2.14 kB (+5.09%) | 42 kB → 44.14 kB `src/components/reports/spreadsheets/crossover-spreadsheet.ts` | 📈 +382 B (+4.00%) | 9.33 kB → 9.7 kB `src/components/reports/reports/CrossoverCard.tsx` | 📈 +128 B (+1.16%) | 10.74 kB → 10.86 kB `src/components/reports/graphs/CrossoverGraph.tsx` | 📈 +9 B (+0.08%) | 10.43 kB → 10.44 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 | 1.16 MB → 1.16 MB (+2.64 kB) | +0.22% **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- static/js/index.js | 9.54 MB | 0% static/js/indexeddb-main-thread-worker-e59fee74.js | 12.94 kB | 0% static/js/workbox-window.prod.es5.js | 5.64 kB | 0% static/js/ca.js | 188.15 kB | 0% static/js/da.js | 106.35 kB | 0% static/js/de.js | 180.07 kB | 0% static/js/en-GB.js | 7.18 kB | 0% static/js/en.js | 170.37 kB | 0% static/js/es.js | 174.55 kB | 0% static/js/fr.js | 179.6 kB | 0% static/js/it.js | 171.16 kB | 0% static/js/nb-NO.js | 156.96 kB | 0% static/js/nl.js | 106.37 kB | 0% static/js/pl.js | 88.37 kB | 0% static/js/pt-BR.js | 154.22 kB | 0% static/js/th.js | 181.87 kB | 0% static/js/uk.js | 214.74 kB | 0% static/js/resize-observer.js | 18.37 kB | 0% static/js/BackgroundImage.js | 120.54 kB | 0% static/js/narrow.js | 637.68 kB | 0% static/js/TransactionList.js | 106.22 kB | 0% static/js/wide.js | 164.15 kB | 0% static/js/AppliedFilters.js | 9.71 kB | 0% static/js/usePayeeRuleCounts.js | 10.04 kB | 0% static/js/useTransactionBatchActions.js | 13.23 kB | 0% static/js/FormulaEditor.js | 1.04 MB | 0% </div> </details> --- #### loot-core **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 5.82 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.BwrdDDMW.js | 5.82 MB | 0% </div> </details> --- #### api **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 4.43 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 ----- | --------- | --------- bundle.api.js | 4.43 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 2026-04-14 21:49:45 -05:00
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Reference: github-starred/actual#20927