[PR #7326] [CLOSED] [WIP] [AI] Exclude future-dated transactions from sidebar account balances (#2354) #37284

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opened 2026-04-21 00:12:59 -05:00 by GiteaMirror · 0 comments
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/7326
Author: @pranayseela
Created: 3/29/2026
Status: Closed

Base: masterHead: fix/2354-sidebar-balance-as-of-today


📝 Commits (4)

  • cc5ad3a [AI] Exclude future-dated transactions from account balance queries (#2354)
  • 74e8a89 [AI] Add upcoming-release-notes/7326.md for CI (replaces issue-number file)
  • b579d0e [AI] Add authors to release notes for CI (7326.md)
  • 706af68 Update VRT screenshots

📊 Changes

165 files changed (+135 additions, -7 deletions)

View changed files

📝 packages/desktop-client/e2e/accounts.mobile.test.ts-snapshots/Mobile-Accounts-opens-the-accounts-page-and-asserts-on-balances-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.mobile.test.ts-snapshots/Mobile-Accounts-opens-the-accounts-page-and-asserts-on-balances-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.mobile.test.ts-snapshots/Mobile-Accounts-opens-the-accounts-page-and-asserts-on-balances-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-import-csv-file-twice-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-import-csv-file-twice-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-import-csv-file-twice-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-closes-an-account-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-closes-an-account-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-closes-an-account-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-closes-an-account-4-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-closes-an-account-5-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-closes-an-account-6-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-creates-a-new-account-and-views-the-initial-balance-transaction-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-creates-a-new-account-and-views-the-initial-balance-transaction-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-creates-a-new-account-and-views-the-initial-balance-transaction-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/bank-sync.test.ts-snapshots/Bank-Sync-checks-the-page-visuals-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/bank-sync.test.ts-snapshots/Bank-Sync-checks-the-page-visuals-2-chromium-linux.png (+0 -0)

...and 80 more files

📄 Description

Fixes #2354.


Bundle Stats

Bundle Files count Total bundle size % Changed
desktop-client 27 12.09 MB → 12.09 MB (+234 B) +0.00%
loot-core 1 4.83 MB 0%
api 4 4.06 MB 0%
cli 1 7.88 MB 0%
View detailed bundle stats

desktop-client

Total

Files count Total bundle size % Changed
27 12.09 MB → 12.09 MB (+234 B) +0.00%
Changeset
File Δ Size
src/spreadsheet/bindings.ts 📈 +234 B (+4.85%) 4.71 kB → 4.94 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
static/js/useTransactionBatchActions.js 4.29 MB → 4.29 MB (+234 B) +0.01%

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
static/js/index.js 3.23 MB 0%
static/js/BackgroundImage.js 119.98 kB 0%
static/js/FormulaEditor.js 846.44 kB 0%
static/js/ReportRouter.js 1.02 MB 0%
static/js/TransactionList.js 81.29 kB 0%
static/js/ca.js 182.91 kB 0%
static/js/da.js 104.66 kB 0%
static/js/de.js 174.79 kB 0%
static/js/en-GB.js 7.16 kB 0%
static/js/en.js 170.76 kB 0%
static/js/es.js 182.09 kB 0%
static/js/fr.js 177.47 kB 0%
static/js/indexeddb-main-thread-worker-e59fee74.js 13.46 kB 0%
static/js/it.js 166.25 kB 0%
static/js/narrow.js 354.27 kB 0%
static/js/nb-NO.js 152.2 kB 0%
static/js/nl.js 108.93 kB 0%
static/js/pl.js 88.34 kB 0%
static/js/pt-BR.js 177.84 kB 0%
static/js/resize-observer.js 18.03 kB 0%
static/js/sv.js 80.58 kB 0%
static/js/th.js 179.94 kB 0%
static/js/theme.js 30.68 kB 0%
static/js/uk.js 213.14 kB 0%
static/js/wide.js 418 B 0%
static/js/workbox-window.prod.es5.js 7.28 kB 0%

loot-core

Total

Files count Total bundle size % Changed
1 4.83 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.CwpE34S5.js 4.83 MB 0%

api

Total

Files count Total bundle size % Changed
4 4.06 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
index.js 3.84 MB 0%
from-Bl-Hslp4.js 167.73 kB 0%
multipart-parser-BnDysoMr.js 8.1 kB 0%
src-iMkUmuwR.js 43.64 kB 0%

cli

Total

Files count Total bundle size % Changed
1 7.88 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
cli.js 7.88 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/7326 **Author:** [@pranayseela](https://github.com/pranayseela) **Created:** 3/29/2026 **Status:** ❌ Closed **Base:** `master` ← **Head:** `fix/2354-sidebar-balance-as-of-today` --- ### 📝 Commits (4) - [`cc5ad3a`](https://github.com/actualbudget/actual/commit/cc5ad3ad6ffbeb5fffb7c65e29761ffd5a1d9203) [AI] Exclude future-dated transactions from account balance queries (#2354) - [`74e8a89`](https://github.com/actualbudget/actual/commit/74e8a8953c83514d978a014df43194676f440fd4) [AI] Add upcoming-release-notes/7326.md for CI (replaces issue-number file) - [`b579d0e`](https://github.com/actualbudget/actual/commit/b579d0ebccfca75327e3a8e61169b8b44f4ca3fa) [AI] Add authors to release notes for CI (7326.md) - [`706af68`](https://github.com/actualbudget/actual/commit/706af68a567e4843aaf75e9b22d902a422872507) Update VRT screenshots ### 📊 Changes **165 files changed** (+135 additions, -7 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/e2e/accounts.mobile.test.ts-snapshots/Mobile-Accounts-opens-the-accounts-page-and-asserts-on-balances-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.mobile.test.ts-snapshots/Mobile-Accounts-opens-the-accounts-page-and-asserts-on-balances-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.mobile.test.ts-snapshots/Mobile-Accounts-opens-the-accounts-page-and-asserts-on-balances-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-import-csv-file-twice-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-import-csv-file-twice-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-import-csv-file-twice-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-closes-an-account-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-closes-an-account-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-closes-an-account-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-closes-an-account-4-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-closes-an-account-5-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-closes-an-account-6-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-creates-a-new-account-and-views-the-initial-balance-transaction-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-creates-a-new-account-and-views-the-initial-balance-transaction-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-creates-a-new-account-and-views-the-initial-balance-transaction-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/bank-sync.test.ts-snapshots/Bank-Sync-checks-the-page-visuals-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/bank-sync.test.ts-snapshots/Bank-Sync-checks-the-page-visuals-2-chromium-linux.png` (+0 -0) _...and 80 more files_ </details> ### 📄 Description Fixes #2354. <!--- actual-bot-sections ---> <hr /> <!--- bundlestats-action-comment key:combined start ---> ### Bundle Stats Bundle | Files count | Total bundle size | % Changed ------ | ----------- | ----------------- | --------- desktop-client | 27 | 12.09 MB → 12.09 MB (+234 B) | +0.00% loot-core | 1 | 4.83 MB | 0% api | 4 | 4.06 MB | 0% cli | 1 | 7.88 MB | 0% <details> <summary>View detailed bundle stats</summary> #### desktop-client **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 27 | 12.09 MB → 12.09 MB (+234 B) | +0.00% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/spreadsheet/bindings.ts` | 📈 +234 B (+4.85%) | 4.71 kB → 4.94 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/useTransactionBatchActions.js | 4.29 MB → 4.29 MB (+234 B) | +0.01% **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- static/js/index.js | 3.23 MB | 0% static/js/BackgroundImage.js | 119.98 kB | 0% static/js/FormulaEditor.js | 846.44 kB | 0% static/js/ReportRouter.js | 1.02 MB | 0% static/js/TransactionList.js | 81.29 kB | 0% static/js/ca.js | 182.91 kB | 0% static/js/da.js | 104.66 kB | 0% static/js/de.js | 174.79 kB | 0% static/js/en-GB.js | 7.16 kB | 0% static/js/en.js | 170.76 kB | 0% static/js/es.js | 182.09 kB | 0% static/js/fr.js | 177.47 kB | 0% static/js/indexeddb-main-thread-worker-e59fee74.js | 13.46 kB | 0% static/js/it.js | 166.25 kB | 0% static/js/narrow.js | 354.27 kB | 0% static/js/nb-NO.js | 152.2 kB | 0% static/js/nl.js | 108.93 kB | 0% static/js/pl.js | 88.34 kB | 0% static/js/pt-BR.js | 177.84 kB | 0% static/js/resize-observer.js | 18.03 kB | 0% static/js/sv.js | 80.58 kB | 0% static/js/th.js | 179.94 kB | 0% static/js/theme.js | 30.68 kB | 0% static/js/uk.js | 213.14 kB | 0% static/js/wide.js | 418 B | 0% static/js/workbox-window.prod.es5.js | 7.28 kB | 0% </div> </details> --- #### loot-core **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 4.83 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.CwpE34S5.js | 4.83 MB | 0% </div> </details> --- #### api **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 4 | 4.06 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 ----- | --------- | --------- index.js | 3.84 MB | 0% from-Bl-Hslp4.js | 167.73 kB | 0% multipart-parser-BnDysoMr.js | 8.1 kB | 0% src-iMkUmuwR.js | 43.64 kB | 0% </div> </details> --- #### cli **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 7.88 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 ----- | --------- | --------- cli.js | 7.88 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 2026-04-21 00:12:59 -05:00
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Reference: github-starred/actual#37284