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[PR #5985] [MERGED] Enhancements: Formula Card and Rule Action #40686

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opened 2026-04-23 13:30:44 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-23 13:30:44 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/5985
Author: @lelemm
Created: 10/22/2025
Status: ✅ Merged
Merged: 12/8/2025
Merged by: @lelemm

Base: master ← Head: enhance/formula-feedbacks

📝 Commits (2)

📊 Changes

14 files changed (+245 additions, -195 deletions)

View changed files

📝 packages/desktop-client/src/components/filters/AppliedFilters.tsx (+4 -0)
📝 packages/desktop-client/src/components/formula/QueryManager.tsx (+1 -0)
📝 packages/desktop-client/src/components/formula/codeMirror-excelLanguage.tsx (+9 -0)
📝 packages/desktop-client/src/components/formula/queryModeFunctions.ts (+13 -0)
📝 packages/desktop-client/src/components/formula/transactionModeFunctions.ts (+13 -0)
📝 packages/desktop-client/src/components/reports/FormulaResult.tsx (+9 -5)
📝 packages/desktop-client/src/components/reports/reports/Formula.tsx (+13 -4)
📝 packages/desktop-client/src/components/reports/reports/FormulaCard.tsx (+1 -1)
📝 packages/desktop-client/src/components/rules/FormulaActionEditor.tsx (+1 -1)
📝 packages/loot-core/src/server/rules/action.ts (+12 -37)
➕ packages/loot-core/src/server/rules/customFunctions.ts (+32 -0)
📝 packages/loot-core/src/server/rules/formula-action.test.ts (+127 -146)
📝 tsconfig.json (+3 -1)
➕ upcoming-release-notes/5985.md (+7 -0)

📄 Description

Based on initial feedback, some fixes and enhancements to it:

  • Added balance to rule action formula
  • Added INTEGER_TO_TRANSACTION to rule action formula
  • Fixed queries in Formula Card overflowing the container
  • Clean up unnecessary code from packages/loot-core/src/server/rules/action.ts

🔄 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/5985 **Author:** [@lelemm](https://github.com/lelemm) **Created:** 10/22/2025 **Status:** ✅ Merged **Merged:** 12/8/2025 **Merged by:** [@lelemm](https://github.com/lelemm) **Base:** `master` ← **Head:** `enhance/formula-feedbacks` --- ### 📝 Commits (2) - [`9cb7abe`](https://github.com/actualbudget/actual/commit/9cb7abe53c40fd2660087777bb669c89df381392) Feedbacks - [`94b9fad`](https://github.com/actualbudget/actual/commit/94b9fad339b663ab0cf14a4b5c60cf463ca05f99) fiz overflow ### 📊 Changes **14 files changed** (+245 additions, -195 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/filters/AppliedFilters.tsx` (+4 -0) 📝 `packages/desktop-client/src/components/formula/QueryManager.tsx` (+1 -0) 📝 `packages/desktop-client/src/components/formula/codeMirror-excelLanguage.tsx` (+9 -0) 📝 `packages/desktop-client/src/components/formula/queryModeFunctions.ts` (+13 -0) 📝 `packages/desktop-client/src/components/formula/transactionModeFunctions.ts` (+13 -0) 📝 `packages/desktop-client/src/components/reports/FormulaResult.tsx` (+9 -5) 📝 `packages/desktop-client/src/components/reports/reports/Formula.tsx` (+13 -4) 📝 `packages/desktop-client/src/components/reports/reports/FormulaCard.tsx` (+1 -1) 📝 `packages/desktop-client/src/components/rules/FormulaActionEditor.tsx` (+1 -1) 📝 `packages/loot-core/src/server/rules/action.ts` (+12 -37) ➕ `packages/loot-core/src/server/rules/customFunctions.ts` (+32 -0) 📝 `packages/loot-core/src/server/rules/formula-action.test.ts` (+127 -146) 📝 `tsconfig.json` (+3 -1) ➕ `upcoming-release-notes/5985.md` (+7 -0) </details> ### 📄 Description Based on initial feedback, some fixes and enhancements to it: - Added `balance` to rule action formula - Added `INTEGER_TO_TRANSACTION` to rule action formula - Fixed queries in Formula Card overflowing the container - Clean up unnecessary code from `packages/loot-core/src/server/rules/action.ts` --- <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 13:30:44 -05:00
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