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[PR #1452] [MERGED] Goals: Schedule multi month forecasting #38183

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opened 2026-04-23 11:18:55 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-23 11:18:55 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/1452
Author: @shall0pass
Created: 8/3/2023
Status: ✅ Merged
Merged: 8/5/2023
Merged by: @shall0pass

Base: master ← Head: goalScheduleMultiMonth

📝 Commits (10+)

  • 32716ea allow future budgeting of schedules
  • 6df81c7 schedule rewrite
  • 8fdfec7 weekly daily
  • 755aac7 release note
  • 38ced59 Merge branch 'master' into goalScheduleMultiMonth
  • d80d86f full schedule option
  • 58327bf fixups
  • c2b168e fixup - limit which templates are passed
  • 3b3de31 add check for completed schedules
  • 816ad8b fixup - more full schedule corrections

📊 Changes

2 files changed (+171 additions, -79 deletions)

View changed files

📝 packages/loot-core/src/server/budget/goaltemplates.ts (+165 -79)
➕ upcoming-release-notes/1452.md (+6 -0)

📄 Description

References discord discussion starting here: https://discord.com/channels/937901803608096828/940290142579605514/1133523705063030824

Currently the schedule keyword won't fill any future budget cells if the category balance already satisfies the schedule. This PR is an attempt to improve the behavior by allowing budget fills regardless of the category balance.

This is a drastic rewrite of the schedule keyword. Though I've tried not to have any regressions, it is possible because of how different the logic is. I've tested compounding using a simple template, so a small change in the 'by' keyword was also made.

🔄 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/1452 **Author:** [@shall0pass](https://github.com/shall0pass) **Created:** 8/3/2023 **Status:** ✅ Merged **Merged:** 8/5/2023 **Merged by:** [@shall0pass](https://github.com/shall0pass) **Base:** `master` ← **Head:** `goalScheduleMultiMonth` --- ### 📝 Commits (10+) - [`32716ea`](https://github.com/actualbudget/actual/commit/32716ea51ab8506c3dd8405a50fffcffdded8b6d) allow future budgeting of schedules - [`6df81c7`](https://github.com/actualbudget/actual/commit/6df81c7700559d6697543ed6b55f3eb29049e7c1) schedule rewrite - [`8fdfec7`](https://github.com/actualbudget/actual/commit/8fdfec765d9930eccb5cad1d8e469ba65a732e11) weekly daily - [`755aac7`](https://github.com/actualbudget/actual/commit/755aac70e3daaa4ce755133061fabe93e3e14b83) release note - [`38ced59`](https://github.com/actualbudget/actual/commit/38ced59db01c2c5768620db4c104b7700af77724) Merge branch 'master' into goalScheduleMultiMonth - [`d80d86f`](https://github.com/actualbudget/actual/commit/d80d86f3c6d1d72f4c09634a525d6b8cb338c381) full schedule option - [`58327bf`](https://github.com/actualbudget/actual/commit/58327bf7fb7487026557774da9a0c083e15a2864) fixups - [`c2b168e`](https://github.com/actualbudget/actual/commit/c2b168eb391475a80c9fb91fa9cbf421212f51d8) fixup - limit which templates are passed - [`3b3de31`](https://github.com/actualbudget/actual/commit/3b3de31eb71aed22c448f0808b21e7e5ddf63416) add check for completed schedules - [`816ad8b`](https://github.com/actualbudget/actual/commit/816ad8b078d5399e8d1de7358563924131d8a2c8) fixup - more full schedule corrections ### 📊 Changes **2 files changed** (+171 additions, -79 deletions) <details> <summary>View changed files</summary> 📝 `packages/loot-core/src/server/budget/goaltemplates.ts` (+165 -79) ➕ `upcoming-release-notes/1452.md` (+6 -0) </details> ### 📄 Description References discord discussion starting here: https://discord.com/channels/937901803608096828/940290142579605514/1133523705063030824 Currently the schedule keyword won't fill any future budget cells if the category balance already satisfies the schedule. This PR is an attempt to improve the behavior by allowing budget fills regardless of the category balance. This is a drastic rewrite of the schedule keyword. Though I've tried not to have any regressions, it is possible because of how different the logic is. I've tested compounding using a simple template, so a small change in the 'by' keyword was also made. --- <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 2026-04-23 11:18:55 -05:00
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