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[PR #1382] [MERGED] Add category spending report #3703

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opened 2026-02-28 20:45:30 -06:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-02-28 20:45:30 -06:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/1382
Author: @kyrias
Created: 7/21/2023
Status: ✅ Merged
Merged: 8/7/2023
Merged by: @MatissJanis

Base: master ← Head: category-average

📝 Commits (10+)

  • b19f702 Add category spending report
  • 20e0657 adds category selector
  • 29bc647 Remove income group from category spending report category selector
  • 70f7612 Correct setSelectedCategories type signature
  • 8d91fae Move categoryColorScale to the module where it's used
  • 85445f3 Restore average number of months selector
  • b0e4370 Add release notes fragment
  • b48f88e add overview card, remove custom color
  • 09724e6 Disable category spending report averaging by default
  • 3b3aa76 Hide category spending report behind feature flag

📊 Changes

17 files changed (+844 additions, -107 deletions)

View changed files

📝 packages/desktop-client/src/components/accounts/MobileAccount.js (+4 -4)
📝 packages/desktop-client/src/components/accounts/MobileAccounts.js (+4 -9)
📝 packages/desktop-client/src/components/autocomplete/CategorySelect.tsx (+11 -9)
➕ packages/desktop-client/src/components/reports/CategorySelector.tsx (+171 -0)
➕ packages/desktop-client/src/components/reports/CategorySpending.js (+192 -0)
📝 packages/desktop-client/src/components/reports/Header.js (+5 -2)
📝 packages/desktop-client/src/components/reports/Overview.js (+65 -20)
📝 packages/desktop-client/src/components/reports/ReportRouter.js (+2 -0)
➕ packages/desktop-client/src/components/reports/graphs/CategorySpendingGraph.tsx (+76 -0)
📝 packages/desktop-client/src/components/reports/graphs/NetWorthGraph.tsx (+1 -63)
➕ packages/desktop-client/src/components/reports/graphs/category-spending-spreadsheet.tsx (+216 -0)
➕ packages/desktop-client/src/components/reports/graphs/common.tsx (+67 -0)
📝 packages/desktop-client/src/components/settings/Experimental.tsx (+4 -0)
➕ packages/desktop-client/src/hooks/useCategories.ts (+18 -0)
📝 packages/desktop-client/src/hooks/useFeatureFlag.ts (+1 -0)
📝 packages/loot-core/src/types/prefs.d.ts (+1 -0)
➕ upcoming-release-notes/1382.md (+6 -0)

📄 Description

This PR adds a report for showing the budget category spending over time, including the ability to select between no averaging and averaging by 3, 6, or 12 months, or since the first transaction in the category.

Testing appreciated!

TODO

  • I don't know what would be a reasonable overview display of this report, since it only makes sense once you've selected a category.

🔄 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/1382 **Author:** [@kyrias](https://github.com/kyrias) **Created:** 7/21/2023 **Status:** ✅ Merged **Merged:** 8/7/2023 **Merged by:** [@MatissJanis](https://github.com/MatissJanis) **Base:** `master` ← **Head:** `category-average` --- ### 📝 Commits (10+) - [`b19f702`](https://github.com/actualbudget/actual/commit/b19f702829f433eef98287d6abb54227c4bc05e4) Add category spending report - [`20e0657`](https://github.com/actualbudget/actual/commit/20e0657baf2f57574e430a28b26ead12b4c3c614) adds category selector - [`29bc647`](https://github.com/actualbudget/actual/commit/29bc6479fc4e2f42322d7028d9dc6594fbf89044) Remove income group from category spending report category selector - [`70f7612`](https://github.com/actualbudget/actual/commit/70f7612f6af647e8f9f9a9365c6bc95904a8e53a) Correct `setSelectedCategories` type signature - [`8d91fae`](https://github.com/actualbudget/actual/commit/8d91fae3de6de0ed0aeb3699b88bf6eae5a7c79f) Move categoryColorScale to the module where it's used - [`85445f3`](https://github.com/actualbudget/actual/commit/85445f3b7a8aed38ef629e159c035602d98832f5) Restore average number of months selector - [`b0e4370`](https://github.com/actualbudget/actual/commit/b0e43702ea5b7e1fe33a18e75a33ef5e1567256f) Add release notes fragment - [`b48f88e`](https://github.com/actualbudget/actual/commit/b48f88e36c37a37dd6868b38029c49c5e15a0791) add overview card, remove custom color - [`09724e6`](https://github.com/actualbudget/actual/commit/09724e689e8462ba3bfd8907eaa886c4199cd354) Disable category spending report averaging by default - [`3b3aa76`](https://github.com/actualbudget/actual/commit/3b3aa769033a6d0e2d0363e11c2ff59e42f3005e) Hide category spending report behind feature flag ### 📊 Changes **17 files changed** (+844 additions, -107 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/accounts/MobileAccount.js` (+4 -4) 📝 `packages/desktop-client/src/components/accounts/MobileAccounts.js` (+4 -9) 📝 `packages/desktop-client/src/components/autocomplete/CategorySelect.tsx` (+11 -9) ➕ `packages/desktop-client/src/components/reports/CategorySelector.tsx` (+171 -0) ➕ `packages/desktop-client/src/components/reports/CategorySpending.js` (+192 -0) 📝 `packages/desktop-client/src/components/reports/Header.js` (+5 -2) 📝 `packages/desktop-client/src/components/reports/Overview.js` (+65 -20) 📝 `packages/desktop-client/src/components/reports/ReportRouter.js` (+2 -0) ➕ `packages/desktop-client/src/components/reports/graphs/CategorySpendingGraph.tsx` (+76 -0) 📝 `packages/desktop-client/src/components/reports/graphs/NetWorthGraph.tsx` (+1 -63) ➕ `packages/desktop-client/src/components/reports/graphs/category-spending-spreadsheet.tsx` (+216 -0) ➕ `packages/desktop-client/src/components/reports/graphs/common.tsx` (+67 -0) 📝 `packages/desktop-client/src/components/settings/Experimental.tsx` (+4 -0) ➕ `packages/desktop-client/src/hooks/useCategories.ts` (+18 -0) 📝 `packages/desktop-client/src/hooks/useFeatureFlag.ts` (+1 -0) 📝 `packages/loot-core/src/types/prefs.d.ts` (+1 -0) ➕ `upcoming-release-notes/1382.md` (+6 -0) </details> ### 📄 Description This PR adds a report for showing the budget category spending over time, including the ability to select between no averaging and averaging by 3, 6, or 12 months, or since the first transaction in the category. Testing appreciated! --- ## TODO - [x] I don't know what would be a reasonable overview display of this report, since it only makes sense once you've selected a category. --- <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 20:45:30 -06:00
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