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[PR #6198] [MERGED] fix: balance rule action template variable #36576

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opened 2026-04-20 23:25:53 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-20 23:25:53 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/6198
Author: @sys044
Created: 11/18/2025
Status: ✅ Merged
Merged: 11/18/2025
Merged by: @youngcw

Base: master ← Head: fix/rule-action-remplate-balance

📝 Commits (2)

  • ed5295c fix: balance rule action template variable for transactions without category
  • be0f41f added release notes

📊 Changes

2 files changed (+13 additions, -7 deletions)

View changed files

📝 packages/loot-core/src/server/transactions/transaction-rules.ts (+7 -7)
➕ upcoming-release-notes/6198.md (+6 -0)

📄 Description

…ategory

Fixes bug introduced in https://github.com/actualbudget/actual/pull/5939

002f74a8fa (diff-349c667806f385199d699efd549fbe9447148c6fed0939ccf571bc66f451399f) broke the balance variable in rule action templates

It meant that all transactions using the balance variable needed to have a category, instead of the previous behaviour of requiring an account. As Off-budget transactions aren't categorised, this is an issue for transactions in those accounts (e.g. the primary use case - mortgages)

These lines:
002f74a8fa/packages/loot-core/src/server/transactions/transaction-rules.ts (L970-L1005)

Need to be moved back into the if (trans.account) { statement on line 954.

🔄 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/6198 **Author:** [@sys044](https://github.com/sys044) **Created:** 11/18/2025 **Status:** ✅ Merged **Merged:** 11/18/2025 **Merged by:** [@youngcw](https://github.com/youngcw) **Base:** `master` ← **Head:** `fix/rule-action-remplate-balance` --- ### 📝 Commits (2) - [`ed5295c`](https://github.com/actualbudget/actual/commit/ed5295c2abd9c7feaae9493b66f81d0a7699f2bc) fix: balance rule action template variable for transactions without category - [`be0f41f`](https://github.com/actualbudget/actual/commit/be0f41f0e1139c6d273777450bf5b7fd6f86a47e) added release notes ### 📊 Changes **2 files changed** (+13 additions, -7 deletions) <details> <summary>View changed files</summary> 📝 `packages/loot-core/src/server/transactions/transaction-rules.ts` (+7 -7) ➕ `upcoming-release-notes/6198.md` (+6 -0) </details> ### 📄 Description …ategory Fixes bug introduced in https://github.com/actualbudget/actual/pull/5939 https://github.com/actualbudget/actual/commit/002f74a8fa963b1ab6077f96f4e5c34ad7e62225#diff-349c667806f385199d699efd549fbe9447148c6fed0939ccf571bc66f451399f broke the `balance` variable in rule action templates It meant that all transactions using the `balance` variable needed to have a category, instead of the previous behaviour of requiring an account. As Off-budget transactions aren't categorised, this is an issue for transactions in those accounts (e.g. the primary use case - mortgages) These lines: https://github.com/actualbudget/actual/blob/002f74a8fa963b1ab6077f96f4e5c34ad7e62225/packages/loot-core/src/server/transactions/transaction-rules.ts#L970-L1005 Need to be moved back into the `if (trans.account) {` statement on line 954. --- <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 2026-04-20 23:25:54 -05:00
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