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[PR #1350] [MERGED] Add per-category button to fill budget cells, including Goal template support #3682

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opened 2026-02-28 20:45:11 -06:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-02-28 20:45:11 -06:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/1350
Author: @shall0pass
Created: 7/16/2023
Status: ✅ Merged
Merged: 7/27/2023
Merged by: @j-f1

Base: master ← Head: applySingleCategoryGoal

📝 Commits (10+)

📊 Changes

8 files changed (+449 additions, -126 deletions)

View changed files

📝 packages/desktop-client/src/components/budget/report/components.tsx (+144 -48)
📝 packages/desktop-client/src/components/budget/rollover/rollover-components.tsx (+142 -47)
📝 packages/loot-core/src/client/actions/queries.ts (+35 -8)
📝 packages/loot-core/src/server/budget/actions.ts (+27 -0)
📝 packages/loot-core/src/server/budget/app.ts (+9 -0)
📝 packages/loot-core/src/server/budget/goaltemplates.ts (+68 -19)
📝 packages/loot-core/src/server/budget/types/handlers.d.ts (+18 -4)
➕ upcoming-release-notes/1350.md (+6 -0)

📄 Description

I don't think this will pass code review as is and will need some input to get it finished. I added a button to the category drop down "Apply Goal Template" to apply a single template to the budget.

I wasn't sure exactly sure how the UX should be interpreted if multiple months are shown, so currently it will only calculate for the current month.
I think a button in the budget cell makes more sense.

If we can get this to work, it'll close https://github.com/actualbudget/actual/issues/958 and
https://github.com/actualbudget/actual/issues/682

This PR has changed significantly since I started it. It now includes per category options that were previously only found in the budget summary menu. I've added a few more, but happy to remove or modify what I have. In light of these changes, I'm going to change the PR title.

🔄 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/1350 **Author:** [@shall0pass](https://github.com/shall0pass) **Created:** 7/16/2023 **Status:** ✅ Merged **Merged:** 7/27/2023 **Merged by:** [@j-f1](https://github.com/j-f1) **Base:** `master` ← **Head:** `applySingleCategoryGoal` --- ### 📝 Commits (10+) - [`7e36ea2`](https://github.com/actualbudget/actual/commit/7e36ea2bbd7f4628673eefa577f0a740e278c7ee) speed improvements - [`26f35d4`](https://github.com/actualbudget/actual/commit/26f35d4baaa2e85b0be503cf19d83b30e9d8e117) initial single category goal apply - [`3fb74c8`](https://github.com/actualbudget/actual/commit/3fb74c82811037c6142553c35d3443ffb70e5a19) lint - [`5669142`](https://github.com/actualbudget/actual/commit/5669142febf146716144f22623785319b92bac8c) Merge branch 'master' into applySingleCategoryGoal - [`5705ee3`](https://github.com/actualbudget/actual/commit/5705ee3674a5cacf424df53f748e2a3e2f48d53f) fixup / simplify function reuse - [`f3081a2`](https://github.com/actualbudget/actual/commit/f3081a23319e3aa53ef93de7243b988ba9a329e5) remove console log - [`61e174d`](https://github.com/actualbudget/actual/commit/61e174d2d4a3656dcf78bd23fc25a42bfc8b70cf) update button text to match other buttons - [`86d0d91`](https://github.com/actualbudget/actual/commit/86d0d91f8bec7a8534919cc1bcf76ea4ab34a5da) release note - [`8af1966`](https://github.com/actualbudget/actual/commit/8af1966eefa1c6da171ccf8f73cb39cb59cb15df) initial - [`e658563`](https://github.com/actualbudget/actual/commit/e658563a7ff913e9c0db380ecce857f6357125c9) chevrons in budget cells ### 📊 Changes **8 files changed** (+449 additions, -126 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/budget/report/components.tsx` (+144 -48) 📝 `packages/desktop-client/src/components/budget/rollover/rollover-components.tsx` (+142 -47) 📝 `packages/loot-core/src/client/actions/queries.ts` (+35 -8) 📝 `packages/loot-core/src/server/budget/actions.ts` (+27 -0) 📝 `packages/loot-core/src/server/budget/app.ts` (+9 -0) 📝 `packages/loot-core/src/server/budget/goaltemplates.ts` (+68 -19) 📝 `packages/loot-core/src/server/budget/types/handlers.d.ts` (+18 -4) ➕ `upcoming-release-notes/1350.md` (+6 -0) </details> ### 📄 Description I don't think this will pass code review as is and will need some input to get it finished. I added a button to the category drop down "Apply Goal Template" to apply a single template to the budget. ~~I wasn't sure exactly sure how the UX should be interpreted if multiple months are shown, so currently it will only calculate for the current month.~~ I think a button in the budget cell makes more sense. If we can get this to work, it'll close https://github.com/actualbudget/actual/issues/958 and https://github.com/actualbudget/actual/issues/682 This PR has changed significantly since I started it. It now includes per category options that were previously only found in the budget summary menu. I've added a few more, but happy to remove or modify what I have. In light of these changes, I'm going to change the PR title. --- <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 20:45:11 -06:00
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