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[PR #885] [MERGED] Allow templates to follow named schedules #3388

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opened 2026-02-28 20:40:55 -06:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-02-28 20:40:55 -06:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/885
Author: @pole95
Created: 4/11/2023
Status: ✅ Merged
Merged: 4/16/2023
Merged by: @j-f1

Base: master ← Head: feature/template_schedules

📝 Commits (10+)

  • 739f0c7 Add "schedule" template, in order to budget for scheduled expenses
  • 950b0a3 Add optional name to schedules, for easier reference in templates
  • a5fab26 change "schedules" template to use schedule names
  • 00ab038 remove debug output
  • c46ac7f Merge branch 'master' into feature/template_schedules
  • 22cda31 Add release note
  • 1d93975 Fix typo in release note
  • 0e4d8e6 Merge branch 'master' into feature/template_schedules
  • a847e27 account for possible spending in category
  • 9bbd524 fix splitting payment to different months

📊 Changes

8 files changed (+152 additions, -2 deletions)

View changed files

📝 packages/desktop-client/src/components/schedules/EditSchedule.js (+30 -0)
📝 packages/desktop-client/src/components/schedules/SchedulesTable.js (+9 -0)
➕ packages/loot-core/migrations/1681115033845_add_schedule_name.sql (+5 -0)
📝 packages/loot-core/src/server/aql/schema/index.ts (+1 -0)
📝 packages/loot-core/src/server/budget/goal-template.pegjs (+6 -1)
📝 packages/loot-core/src/server/budget/goaltemplates.js (+65 -1)
📝 packages/loot-core/src/server/schedules/app.js (+30 -0)
➕ upcoming-release-notes/885.md (+6 -0)

📄 Description

This PR:

  • Introduces a new schedule keyword for templates, which will put as much money in the category as is needed to fill any payments of that schedule in the current month
  • Allows schedules to optionally be named, in order to reference them by name in the template

All in all, this schould fix #543. The schedules become the source of truth for assigning the budget, and any changes in the schedules are reflected as soon as you update the template.

🔄 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/885 **Author:** [@pole95](https://github.com/pole95) **Created:** 4/11/2023 **Status:** ✅ Merged **Merged:** 4/16/2023 **Merged by:** [@j-f1](https://github.com/j-f1) **Base:** `master` ← **Head:** `feature/template_schedules` --- ### 📝 Commits (10+) - [`739f0c7`](https://github.com/actualbudget/actual/commit/739f0c74c4ece5f28ae09f6bcf8a2627c14eef38) Add "schedule" template, in order to budget for scheduled expenses - [`950b0a3`](https://github.com/actualbudget/actual/commit/950b0a3eada5501e1baa576974bde0e5240696f8) Add optional name to schedules, for easier reference in templates - [`a5fab26`](https://github.com/actualbudget/actual/commit/a5fab26080d934280bf766b8d47b01ea710e152f) change "schedules" template to use schedule names - [`00ab038`](https://github.com/actualbudget/actual/commit/00ab038429638e1b7cc2bccc163d1aee1a783a45) remove debug output - [`c46ac7f`](https://github.com/actualbudget/actual/commit/c46ac7f8a52b4ff93ca96ee6e470847f903d09b6) Merge branch 'master' into feature/template_schedules - [`22cda31`](https://github.com/actualbudget/actual/commit/22cda312a1e64d5e7aa23572089fdcd228a5580f) Add release note - [`1d93975`](https://github.com/actualbudget/actual/commit/1d939750a3b44b53393ada0a508ccc1bd079949e) Fix typo in release note - [`0e4d8e6`](https://github.com/actualbudget/actual/commit/0e4d8e638b428597a30c2e344f45496a61b3a714) Merge branch 'master' into feature/template_schedules - [`a847e27`](https://github.com/actualbudget/actual/commit/a847e2793c2a095fdf8f241e519a3cc5591b3022) account for possible spending in category - [`9bbd524`](https://github.com/actualbudget/actual/commit/9bbd5246db6c6390879c42a831c078a0ba5ea3b1) fix splitting payment to different months ### 📊 Changes **8 files changed** (+152 additions, -2 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/schedules/EditSchedule.js` (+30 -0) 📝 `packages/desktop-client/src/components/schedules/SchedulesTable.js` (+9 -0) ➕ `packages/loot-core/migrations/1681115033845_add_schedule_name.sql` (+5 -0) 📝 `packages/loot-core/src/server/aql/schema/index.ts` (+1 -0) 📝 `packages/loot-core/src/server/budget/goal-template.pegjs` (+6 -1) 📝 `packages/loot-core/src/server/budget/goaltemplates.js` (+65 -1) 📝 `packages/loot-core/src/server/schedules/app.js` (+30 -0) ➕ `upcoming-release-notes/885.md` (+6 -0) </details> ### 📄 Description This PR: - Introduces a new `schedule` keyword for templates, which will put as much money in the category as is needed to fill any payments of that schedule in the current month - Allows schedules to optionally be named, in order to reference them by name in the template All in all, this schould fix #543. The schedules become the source of truth for assigning the budget, and any changes in the schedules are reflected as soon as you update the template. --- <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 2026-02-28 20:40:55 -06:00
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