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Code Issues 250 Packages Projects Releases 53 Wiki Activity

[PR #1791] [MERGED] Customizeable Reports #3960

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opened 2026-02-28 20:49:28 -06:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-02-28 20:49:28 -06:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/1791
Author: @carkom
Created: 10/13/2023
Status: ✅ Merged
Merged: 11/16/2023
Merged by: @carkom

Base: master ← Head: reportsOrganization

📝 Commits (10+)

📊 Changes

46 files changed (+4069 additions, -498 deletions)

View changed files

📝 packages/desktop-client/src/components/accounts/Header.js (+1 -1)
📝 packages/desktop-client/src/components/filters/FiltersMenu.js (+24 -7)
➕ packages/desktop-client/src/components/reports/ChooseGraph.js (+138 -0)
📝 packages/desktop-client/src/components/reports/Header.js (+71 -56)
📝 packages/desktop-client/src/components/reports/Overview.js (+26 -362)
➕ packages/desktop-client/src/components/reports/ReportCard.tsx (+43 -0)
➕ packages/desktop-client/src/components/reports/ReportOptions.tsx (+44 -0)
📝 packages/desktop-client/src/components/reports/ReportRouter.js (+6 -4)
➕ packages/desktop-client/src/components/reports/ReportSidebar.js (+411 -0)
➕ packages/desktop-client/src/components/reports/ReportSummary.js (+197 -0)
➕ packages/desktop-client/src/components/reports/ReportTable.tsx (+35 -0)
➕ packages/desktop-client/src/components/reports/ReportTableHeader.tsx (+79 -0)
➕ packages/desktop-client/src/components/reports/ReportTableList.tsx (+237 -0)
➕ packages/desktop-client/src/components/reports/ReportTableTotals.tsx (+108 -0)
➕ packages/desktop-client/src/components/reports/ReportTopbar.js (+179 -0)
➕ packages/desktop-client/src/components/reports/SaveReport.tsx (+72 -0)
📝 packages/desktop-client/src/components/reports/chart-theme.js (+24 -0)
➕ packages/desktop-client/src/components/reports/graphs/AreaGraph.tsx (+191 -0)
➕ packages/desktop-client/src/components/reports/graphs/BarGraph.tsx (+251 -0)
➕ packages/desktop-client/src/components/reports/graphs/BarLineGraph.tsx (+128 -0)

...and 26 more files

📄 Description

Trying to guage if this would be desirable before I spend any time on it.

I wanted to create a place where reports can be created and saved. Functionality on this is very minimal at the moment. Starting with a POC to make sure it's a good idea and to get feedback on how it should be implemented. Shout out to @shaankhosla for the work on recharts as it makes something like this much more feasible and easier to implement.

You can find the report in /reports/custom

Step one would be to create a place for users to create custom reports.
Step two would be creating a process where users can save these reports and re-use them.

🔄 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/1791 **Author:** [@carkom](https://github.com/carkom) **Created:** 10/13/2023 **Status:** ✅ Merged **Merged:** 11/16/2023 **Merged by:** [@carkom](https://github.com/carkom) **Base:** `master` ← **Head:** `reportsOrganization` --- ### 📝 Commits (10+) - [`e196a34`](https://github.com/actualbudget/actual/commit/e196a3489b4671d86a5a4ba3e320734658835060) Reorganize and add graphs - [`ed576f0`](https://github.com/actualbudget/actual/commit/ed576f07ef74d2ff93b4142c481e25da4b8013bf) Merge remote-tracking branch 'upstream/master' into reportsOrganization - [`0ea6036`](https://github.com/actualbudget/actual/commit/0ea6036a46f2378596cac3d11d6497e9055abc5c) Create Customizable Chart - [`29cdc84`](https://github.com/actualbudget/actual/commit/29cdc849c0432e3798fcb1cce89473ab372a9dd9) Notes - [`b90ccc9`](https://github.com/actualbudget/actual/commit/b90ccc9fbc437b99ad4efe9f6102f26874b734a9) Hide Menu update Donut - [`758f91b`](https://github.com/actualbudget/actual/commit/758f91b2be3ba65baf990a23c3ad8fc6ae67a691) lint fixes - [`7a50264`](https://github.com/actualbudget/actual/commit/7a502644cdc82cab2558ea8c4a259784864b7201) Organize Menus - [`a57f362`](https://github.com/actualbudget/actual/commit/a57f362a3734eac1d213bf1cc2f7b8c5397e2d44) Change Title - [`e032d66`](https://github.com/actualbudget/actual/commit/e032d6608d4a4558e26cb4e01dff3c818755c1e1) UI changes - [`0709edd`](https://github.com/actualbudget/actual/commit/0709edde1f625584b451308b20ac68fad86f14c8) Merge branch 'master' into reportsOrganization ### 📊 Changes **46 files changed** (+4069 additions, -498 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/accounts/Header.js` (+1 -1) 📝 `packages/desktop-client/src/components/filters/FiltersMenu.js` (+24 -7) ➕ `packages/desktop-client/src/components/reports/ChooseGraph.js` (+138 -0) 📝 `packages/desktop-client/src/components/reports/Header.js` (+71 -56) 📝 `packages/desktop-client/src/components/reports/Overview.js` (+26 -362) ➕ `packages/desktop-client/src/components/reports/ReportCard.tsx` (+43 -0) ➕ `packages/desktop-client/src/components/reports/ReportOptions.tsx` (+44 -0) 📝 `packages/desktop-client/src/components/reports/ReportRouter.js` (+6 -4) ➕ `packages/desktop-client/src/components/reports/ReportSidebar.js` (+411 -0) ➕ `packages/desktop-client/src/components/reports/ReportSummary.js` (+197 -0) ➕ `packages/desktop-client/src/components/reports/ReportTable.tsx` (+35 -0) ➕ `packages/desktop-client/src/components/reports/ReportTableHeader.tsx` (+79 -0) ➕ `packages/desktop-client/src/components/reports/ReportTableList.tsx` (+237 -0) ➕ `packages/desktop-client/src/components/reports/ReportTableTotals.tsx` (+108 -0) ➕ `packages/desktop-client/src/components/reports/ReportTopbar.js` (+179 -0) ➕ `packages/desktop-client/src/components/reports/SaveReport.tsx` (+72 -0) 📝 `packages/desktop-client/src/components/reports/chart-theme.js` (+24 -0) ➕ `packages/desktop-client/src/components/reports/graphs/AreaGraph.tsx` (+191 -0) ➕ `packages/desktop-client/src/components/reports/graphs/BarGraph.tsx` (+251 -0) ➕ `packages/desktop-client/src/components/reports/graphs/BarLineGraph.tsx` (+128 -0) _...and 26 more files_ </details> ### 📄 Description Trying to guage if this would be desirable before I spend any time on it. I wanted to create a place where reports can be created and saved. Functionality on this is very minimal at the moment. Starting with a POC to make sure it's a good idea and to get feedback on how it should be implemented. Shout out to @shaankhosla for the work on recharts as it makes something like this much more feasible and easier to implement. You can find the report in /reports/custom Step one would be to create a place for users to create custom reports. Step two would be creating a process where users can save these reports and re-use them. --- <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 20:49:28 -06:00
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