[PR #7116] [MERGED] Add Category Group filtering in Budget Analysis Report #41379

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opened 2026-04-23 14:10:32 -05:00 by GiteaMirror · 0 comments
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/7116
Author: @tabedzki
Created: 3/3/2026
Status: Merged
Merged: 4/8/2026
Merged by: @youngcw

Base: masterHead: feat/add-category-group-to-budget-analysis


📝 Commits (10+)

  • 12ed007 feat: add FilterInclude to match FilterExclude
  • fa298d1 feat: enhance category filtering to support category groups in budget analysis
  • 0f4e9ac add release notes
  • 55cbf83 fix: applied corabbit's suggestion
  • 34dc31d applied coderabbit's fixes
  • 09b7d7b removed duped code
  • aefbc9c applied more coderabbit comments
  • 39cccee [autofix.ci] apply automated fixes
  • a7b46b5 Merge branch 'master' into feat/add-category-group-to-budget-analysis
  • b4a24c6 Merge branch 'master' into feat/add-category-group-to-budget-analysis

📊 Changes

5 files changed (+107 additions, -31 deletions)

View changed files

📝 packages/desktop-client/src/components/filters/FiltersMenu.tsx (+39 -9)
📝 packages/desktop-client/src/components/reports/Header.tsx (+3 -0)
📝 packages/desktop-client/src/components/reports/reports/BudgetAnalysis.tsx (+1 -10)
📝 packages/desktop-client/src/components/reports/spreadsheets/budget-analysis-spreadsheet.ts (+58 -12)
upcoming-release-notes/7116.md (+6 -0)

📄 Description

  • Add Category Group filtering in Budget Analysis, as reported by @TacticalPidgeon9941 in #6742
  • Introduce FilterInclude to complement FilterExclude, allows including the relevant category filters.

Bundle Stats

Bundle Files count Total bundle size % Changed
desktop-client 27 12.37 MB → 12.37 MB (+1.26 kB) +0.01%
loot-core 1 4.84 MB 0%
api 1 3.83 MB 0%
cli 1 7.88 MB 0%
View detailed bundle stats

desktop-client

Total

Files count Total bundle size % Changed
27 12.37 MB → 12.37 MB (+1.26 kB) +0.01%
Changeset
File Δ Size
src/components/reports/spreadsheets/budget-analysis-spreadsheet.ts 📈 +1001 B (+23.86%) 4.1 kB → 5.07 kB
src/components/filters/FiltersMenu.tsx 📈 +284 B (+1.61%) 17.17 kB → 17.45 kB
src/components/reports/Header.tsx 📈 +96 B (+0.71%) 13.24 kB → 13.33 kB
src/components/reports/reports/BudgetAnalysis.tsx 📉 -91 B (-0.44%) 20.01 kB → 19.92 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
static/js/ReportRouter.js 1.13 MB → 1.13 MB (+1006 B) +0.08%
static/js/index.js 3.31 MB → 3.31 MB (+284 B) +0.01%

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
static/js/BackgroundImage.js 121.09 kB 0%
static/js/FormulaEditor.js 852.77 kB 0%
static/js/TransactionList.js 82.49 kB 0%
static/js/ca.js 190.11 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 173.2 kB 0%
static/js/es.js 182.18 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 363.02 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 18.06 kB 0%
static/js/th.js 179.94 kB 0%
static/js/theme.js 30.79 kB 0%
static/js/uk.js 213.14 kB 0%
static/js/useTransactionBatchActions.js 4.33 MB 0%
static/js/wide.js 295 B 0%
static/js/workbox-window.prod.es5.js 7.33 kB 0%
static/js/zh-Hans.js 94.19 kB 0%

loot-core

Total

Files count Total bundle size % Changed
1 4.84 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.D0KH5_ze.js 4.84 MB 0%

api

Total

Files count Total bundle size % Changed
1 3.83 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
index.js 3.83 MB 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/7116 **Author:** [@tabedzki](https://github.com/tabedzki) **Created:** 3/3/2026 **Status:** ✅ Merged **Merged:** 4/8/2026 **Merged by:** [@youngcw](https://github.com/youngcw) **Base:** `master` ← **Head:** `feat/add-category-group-to-budget-analysis` --- ### 📝 Commits (10+) - [`12ed007`](https://github.com/actualbudget/actual/commit/12ed0078030362f158f6fbef1fd5702ef259df05) feat: add FilterInclude to match FilterExclude - [`fa298d1`](https://github.com/actualbudget/actual/commit/fa298d1c556341bcfecfc224e3370e0757d4e54a) feat: enhance category filtering to support category groups in budget analysis - [`0f4e9ac`](https://github.com/actualbudget/actual/commit/0f4e9ac7672b8982ec9cb4120c95ad3a606326bb) add release notes - [`55cbf83`](https://github.com/actualbudget/actual/commit/55cbf830d2734e639aa931f7513c3c24aa78047b) fix: applied corabbit's suggestion - [`34dc31d`](https://github.com/actualbudget/actual/commit/34dc31d9286b5923a8467e96266504ac07302b73) applied coderabbit's fixes - [`09b7d7b`](https://github.com/actualbudget/actual/commit/09b7d7b3ec3bd45034a411c6ee43cebd668febc9) removed duped code - [`aefbc9c`](https://github.com/actualbudget/actual/commit/aefbc9c859a8b3f7efe658945b05f5563911feba) applied more coderabbit comments - [`39cccee`](https://github.com/actualbudget/actual/commit/39cccee201778ca2750a5e394ac14ee84a317b84) [autofix.ci] apply automated fixes - [`a7b46b5`](https://github.com/actualbudget/actual/commit/a7b46b5858bb7cdeaa6695681a466db64e173877) Merge branch 'master' into feat/add-category-group-to-budget-analysis - [`b4a24c6`](https://github.com/actualbudget/actual/commit/b4a24c6401c6abe6c3e706b567174c548ea55645) Merge branch 'master' into feat/add-category-group-to-budget-analysis ### 📊 Changes **5 files changed** (+107 additions, -31 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/filters/FiltersMenu.tsx` (+39 -9) 📝 `packages/desktop-client/src/components/reports/Header.tsx` (+3 -0) 📝 `packages/desktop-client/src/components/reports/reports/BudgetAnalysis.tsx` (+1 -10) 📝 `packages/desktop-client/src/components/reports/spreadsheets/budget-analysis-spreadsheet.ts` (+58 -12) ➕ `upcoming-release-notes/7116.md` (+6 -0) </details> ### 📄 Description - Add Category Group filtering in Budget Analysis, as reported by @TacticalPidgeon9941 in #6742 - Introduce `FilterInclude` to complement `FilterExclude`, allows including the relevant category filters. <!--- actual-bot-sections ---> <hr /> <!--- bundlestats-action-comment key:combined start ---> ### Bundle Stats Bundle | Files count | Total bundle size | % Changed ------ | ----------- | ----------------- | --------- desktop-client | 27 | 12.37 MB → 12.37 MB (+1.26 kB) | +0.01% loot-core | 1 | 4.84 MB | 0% api | 1 | 3.83 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 | 12.37 MB → 12.37 MB (+1.26 kB) | +0.01% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/components/reports/spreadsheets/budget-analysis-spreadsheet.ts` | 📈 +1001 B (+23.86%) | 4.1 kB → 5.07 kB `src/components/filters/FiltersMenu.tsx` | 📈 +284 B (+1.61%) | 17.17 kB → 17.45 kB `src/components/reports/Header.tsx` | 📈 +96 B (+0.71%) | 13.24 kB → 13.33 kB `src/components/reports/reports/BudgetAnalysis.tsx` | 📉 -91 B (-0.44%) | 20.01 kB → 19.92 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/ReportRouter.js | 1.13 MB → 1.13 MB (+1006 B) | +0.08% static/js/index.js | 3.31 MB → 3.31 MB (+284 B) | +0.01% **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- static/js/BackgroundImage.js | 121.09 kB | 0% static/js/FormulaEditor.js | 852.77 kB | 0% static/js/TransactionList.js | 82.49 kB | 0% static/js/ca.js | 190.11 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 | 173.2 kB | 0% static/js/es.js | 182.18 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 | 363.02 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 | 18.06 kB | 0% static/js/th.js | 179.94 kB | 0% static/js/theme.js | 30.79 kB | 0% static/js/uk.js | 213.14 kB | 0% static/js/useTransactionBatchActions.js | 4.33 MB | 0% static/js/wide.js | 295 B | 0% static/js/workbox-window.prod.es5.js | 7.33 kB | 0% static/js/zh-Hans.js | 94.19 kB | 0% </div> </details> --- #### loot-core **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 4.84 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.D0KH5_ze.js | 4.84 MB | 0% </div> </details> --- #### api **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 3.83 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 ----- | --------- | --------- index.js | 3.83 MB | 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 2026-04-23 14:10:32 -05:00
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Reference: github-starred/actual#41379