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[PR #6972] [MERGED] [AI] Improve autocomplete sorting with tiered ranking #21218

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opened 2026-04-14 21:57:44 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-14 21:57:44 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/6972
Author: @J-LCRX
Created: 2/14/2026
Status: ✅ Merged
Merged: 3/23/2026
Merged by: @matt-fidd

Base: master ← Head: tiered-autocomplete-sorting

📝 Commits (2)

  • 3aeec59 [AI] Improve autocomplete sorting with tiered ranking
  • b5407cc Merge branch 'master' into tiered-autocomplete-sorting

📊 Changes

5 files changed (+167 additions, -14 deletions)

View changed files

📝 packages/desktop-client/src/components/autocomplete/CategoryAutocomplete.tsx (+10 -8)
📝 packages/desktop-client/src/components/autocomplete/PayeeAutocomplete.tsx (+3 -6)
➕ packages/desktop-client/src/components/autocomplete/autocompleteRanking.test.ts (+105 -0)
➕ packages/desktop-client/src/components/autocomplete/autocompleteRanking.ts (+43 -0)
➕ upcoming-release-notes/6972.md (+6 -0)

📄 Description

Summary

  • Replace binary match/no-match sorting in payee and category autocomplete dropdowns with a 4-tier ranking system: exact match, prefix match, word-boundary match, and substring match
  • Surfaces the most relevant results first (e.g. typing "me" shows "Me" before "Memory Express" before "French Meadow" before "Framework")
  • Extracts ranking logic into a shared, tested utility used by both PayeeAutocomplete and CategoryAutocomplete

Changes

  • New file: autocompleteRanking.ts
    • Shared rankAutocompleteMatch(name, input) function that returns a tiered rank:
      • exact (-4)
      • prefix (-3)
      • word-boundary (-2)
      • contains (-1)
      • no match (0)
    • Uses getNormalisedString for case/diacritic-insensitive comparison. Word boundaries are split on whitespace and hyphens.
  • PayeeAutocomplete.tsx
    • customSort now delegates to rankAutocompleteMatch instead of a simple includes check.
    • The "Create payee" option stays pinned first at rank -5.
  • CategoryAutocomplete.tsx
    • customSort now uses tiered ranking for category names, with group name matching as a
      fallback tier between name matches and no-match.
    • The "Split transaction" option stays pinned first at rank -6.
  • New file: autocompleteRanking.test.ts
    • 11 unit tests covering all tiers, case insensitivity, hyphenated boundaries

Test plan

  • New unit tests for rankAutocompleteMatch (11 tests covering all tiers, diacritics, case insensitivity, edge cases)
  • Existing PayeeAutocomplete tests pass (4/4)
  • yarn typecheck passes
  • yarn lint passes
  • Manual testing: type partial payee/category names and verify ordering matches expected tiers

Bundle Stats

Bundle Files count Total bundle size % Changed
desktop-client 28 14.78 MB → 14.78 MB (+484 B) +0.00%
loot-core 1 5.86 MB 0%
api 1 4.4 MB 0%
View detailed bundle stats

desktop-client

Total

Files count Total bundle size % Changed
28 14.78 MB → 14.78 MB (+484 B) +0.00%
Changeset
File Δ Size
src/components/autocomplete/autocompleteRanking.ts 🆕 +507 B 0 B → 507 B
src/components/autocomplete/CategoryAutocomplete.tsx 📈 +35 B (+0.20%) 17.34 kB → 17.37 kB
src/components/autocomplete/PayeeAutocomplete.tsx 📉 -58 B (-0.33%) 16.94 kB → 16.89 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
static/js/index.js 9.51 MB → 9.52 MB (+484 B) +0.00%

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
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 96.92 kB 0%
static/js/da.js 106.62 kB 0%
static/js/de.js 180.44 kB 0%
static/js/en-GB.js 7.18 kB 0%
static/js/en.js 165.58 kB 0%
static/js/es.js 173.83 kB 0%
static/js/fr.js 179.97 kB 0%
static/js/it.js 171.44 kB 0%
static/js/nb-NO.js 157.23 kB 0%
static/js/nl.js 106.65 kB 0%
static/js/pl.js 88.64 kB 0%
static/js/pt-BR.js 154.57 kB 0%
static/js/sv.js 78.2 kB 0%
static/js/th.js 182.35 kB 0%
static/js/uk.js 215.11 kB 0%
static/js/resize-observer.js 18.37 kB 0%
static/js/BackgroundImage.js 120.54 kB 0%
static/js/ReportRouter.js 1.13 MB 0%
static/js/narrow.js 638.75 kB 0%
static/js/TransactionList.js 106.13 kB 0%
static/js/wide.js 165.25 kB 0%
static/js/AppliedFilters.js 9.71 kB 0%
static/js/usePayeeRuleCounts.js 10.05 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 5.86 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.B2ZGg82M.js 5.86 MB 0%

api

Total

Files count Total bundle size % Changed
1 4.4 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 4.4 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/6972 **Author:** [@J-LCRX](https://github.com/J-LCRX) **Created:** 2/14/2026 **Status:** ✅ Merged **Merged:** 3/23/2026 **Merged by:** [@matt-fidd](https://github.com/matt-fidd) **Base:** `master` ← **Head:** `tiered-autocomplete-sorting` --- ### 📝 Commits (2) - [`3aeec59`](https://github.com/actualbudget/actual/commit/3aeec595f1f313ed80aa8479764604e153c75435) [AI] Improve autocomplete sorting with tiered ranking - [`b5407cc`](https://github.com/actualbudget/actual/commit/b5407ccc3140b7c560916db0a85a341b286308ed) Merge branch 'master' into tiered-autocomplete-sorting ### 📊 Changes **5 files changed** (+167 additions, -14 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/autocomplete/CategoryAutocomplete.tsx` (+10 -8) 📝 `packages/desktop-client/src/components/autocomplete/PayeeAutocomplete.tsx` (+3 -6) ➕ `packages/desktop-client/src/components/autocomplete/autocompleteRanking.test.ts` (+105 -0) ➕ `packages/desktop-client/src/components/autocomplete/autocompleteRanking.ts` (+43 -0) ➕ `upcoming-release-notes/6972.md` (+6 -0) </details> ### 📄 Description ## Summary - Replace binary match/no-match sorting in payee and category autocomplete dropdowns with a 4-tier ranking system: exact match, prefix match, word-boundary match, and substring match - Surfaces the most relevant results first (e.g. typing "me" shows "Me" before "Memory Express" before "French Meadow" before "Framework") - Extracts ranking logic into a shared, tested utility used by both PayeeAutocomplete and CategoryAutocomplete ## Changes - **New file: `autocompleteRanking.ts`** - Shared `rankAutocompleteMatch(name, input)` function that returns a tiered rank: - exact (-4) - prefix (-3) - word-boundary (-2) - contains (-1) - no match (0) - Uses `getNormalisedString` for case/diacritic-insensitive comparison. Word boundaries are split on whitespace and hyphens. - **`PayeeAutocomplete.tsx`** - `customSort` now delegates to `rankAutocompleteMatch` instead of a simple `includes` check. - The "Create payee" option stays pinned first at rank -5. - **`CategoryAutocomplete.tsx`** - `customSort` now uses tiered ranking for category names, with group name matching as a fallback tier between name matches and no-match. - The "Split transaction" option stays pinned first at rank -6. - **New file: `autocompleteRanking.test.ts`** - 11 unit tests covering all tiers, case insensitivity, hyphenated boundaries ## Test plan - [x] New unit tests for `rankAutocompleteMatch` (11 tests covering all tiers, diacritics, case insensitivity, edge cases) - [x] Existing PayeeAutocomplete tests pass (4/4) - [x] `yarn typecheck` passes - [x] `yarn lint` passes - [x] Manual testing: type partial payee/category names and verify ordering matches expected tiers <!--- actual-bot-sections ---> <hr /> <!--- bundlestats-action-comment key:combined start ---> ### Bundle Stats Bundle | Files count | Total bundle size | % Changed ------ | ----------- | ----------------- | --------- desktop-client | 28 | 14.78 MB → 14.78 MB (+484 B) | +0.00% loot-core | 1 | 5.86 MB | 0% api | 1 | 4.4 MB | 0% <details> <summary>View detailed bundle stats</summary> #### desktop-client **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 28 | 14.78 MB → 14.78 MB (+484 B) | +0.00% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/components/autocomplete/autocompleteRanking.ts` | 🆕 +507 B | 0 B → 507 B `src/components/autocomplete/CategoryAutocomplete.tsx` | 📈 +35 B (+0.20%) | 17.34 kB → 17.37 kB `src/components/autocomplete/PayeeAutocomplete.tsx` | 📉 -58 B (-0.33%) | 16.94 kB → 16.89 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/index.js | 9.51 MB → 9.52 MB (+484 B) | +0.00% **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- 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 | 96.92 kB | 0% static/js/da.js | 106.62 kB | 0% static/js/de.js | 180.44 kB | 0% static/js/en-GB.js | 7.18 kB | 0% static/js/en.js | 165.58 kB | 0% static/js/es.js | 173.83 kB | 0% static/js/fr.js | 179.97 kB | 0% static/js/it.js | 171.44 kB | 0% static/js/nb-NO.js | 157.23 kB | 0% static/js/nl.js | 106.65 kB | 0% static/js/pl.js | 88.64 kB | 0% static/js/pt-BR.js | 154.57 kB | 0% static/js/sv.js | 78.2 kB | 0% static/js/th.js | 182.35 kB | 0% static/js/uk.js | 215.11 kB | 0% static/js/resize-observer.js | 18.37 kB | 0% static/js/BackgroundImage.js | 120.54 kB | 0% static/js/ReportRouter.js | 1.13 MB | 0% static/js/narrow.js | 638.75 kB | 0% static/js/TransactionList.js | 106.13 kB | 0% static/js/wide.js | 165.25 kB | 0% static/js/AppliedFilters.js | 9.71 kB | 0% static/js/usePayeeRuleCounts.js | 10.05 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 | 5.86 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.B2ZGg82M.js | 5.86 MB | 0% </div> </details> --- #### api **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 4.4 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 | 4.4 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 21:57:44 -05:00
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