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[PR #7570] [CLOSED] [AI] Support category_group filter in Budgeted custom report #41641

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opened 2026-04-23 14:26:52 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-23 14:26:52 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/7570
Author: @tylerlinquata
Created: 4/21/2026
Status: ❌ Closed

Base: master ← Head: fix/custom-report-category-group-filter

📝 Commits (1)

  • 014ba75 [AI] Support category_group filter in Budgeted custom report

📊 Changes

2 files changed (+78 additions, -17 deletions)

View changed files

📝 packages/desktop-client/src/components/reports/spreadsheets/budgetDataQuery.ts (+72 -17)
➕ upcoming-release-notes/7570.md (+6 -0)

📄 Description

Description

Fixes issue #7550 by adding support for category groups in the custom report category filter.

Related issue(s)

Fixes #7550.

Testing

Testing instructions

  1. Reports → + Add new widget → Custom Report
  2. Sidebar: Type = Budgeted
  3. Top bar: Filter → Category Group → pick one (e.g. Food)
  4. Expected: chart shows only categories whose group is Food. Before fix: filter ignored.

Checklist

  • Release notes added (see link above)
  • No obvious regressions in affected areas
  • Self-review has been performed - I understand what each change in the code does and why it is needed

Bundle Stats

Bundle Files count Total bundle size % Changed
desktop-client 34 13.86 MB → 13.86 MB (+999 B) +0.01%
loot-core 1 5.26 MB 0%
api 1 3.89 MB 0%
cli 1 7.91 MB 0%
crdt 1 41.83 kB 0%
View detailed bundle stats

desktop-client

Total

Files count Total bundle size % Changed
34 13.86 MB → 13.86 MB (+999 B) +0.01%
Changeset
File Δ Size
src/components/reports/spreadsheets/budgetDataQuery.ts 📈 +999 B (+28.64%) 3.41 kB → 4.38 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
static/js/ReportRouter.js 1.2 MB → 1.2 MB (+999 B) +0.08%

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
static/js/index.js 1.87 MB 0%
static/js/BackgroundImage.js 121.09 kB 0%
static/js/FormulaEditor.js 962.55 kB 0%
static/js/PayeeRuleCountLabel.js 52.52 kB 0%
static/js/ScheduleEditForm.js 136.13 kB 0%
static/js/TransactionEdit.js 186.46 kB 0%
static/js/TransactionList.js 85.81 kB 0%
static/js/Value.js 4.94 MB 0%
static/js/ca.js 191.68 kB 0%
static/js/chart-theme.js 796.5 kB 0%
static/js/client.js 451.37 kB 0%
static/js/da.js 104.4 kB 0%
static/js/de.js 174.08 kB 0%
static/js/en-GB.js 8.2 kB 0%
static/js/en.js 176.64 kB 0%
static/js/es.js 181.5 kB 0%
static/js/extends.js 518.36 kB 0%
static/js/fr.js 182.7 kB 0%
static/js/indexeddb-main-thread-worker-e59fee74.js 13.46 kB 0%
static/js/it.js 168.53 kB 0%
static/js/narrow.js 364.25 kB 0%
static/js/nb-NO.js 151.58 kB 0%
static/js/nl.js 108.66 kB 0%
static/js/pl.js 88.34 kB 0%
static/js/pt-BR.js 193.45 kB 0%
static/js/resize-observer.js 18.06 kB 0%
static/js/th.js 178.91 kB 0%
static/js/theme.js 31.67 kB 0%
static/js/uk.js 212.28 kB 0%
static/js/useFormatList.js 8.63 kB 0%
static/js/wide.js 453 B 0%
static/js/workbox-window.prod.es5.js 7.33 kB 0%
static/js/zh-Hans.js 119.52 kB 0%

loot-core

Total

Files count Total bundle size % Changed
1 5.26 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.wT3tRINf.js 5.26 MB 0%

api

Total

Files count Total bundle size % Changed
1 3.89 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 3.89 MB 0%

cli

Total

Files count Total bundle size % Changed
1 7.91 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 7.91 MB 0%

crdt

Total

Files count Total bundle size % Changed
1 41.83 kB 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 41.83 kB 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/7570 **Author:** [@tylerlinquata](https://github.com/tylerlinquata) **Created:** 4/21/2026 **Status:** ❌ Closed **Base:** `master` ← **Head:** `fix/custom-report-category-group-filter` --- ### 📝 Commits (1) - [`014ba75`](https://github.com/actualbudget/actual/commit/014ba75c6b0ad6cdd506de8f253d56f5268fa300) [AI] Support category_group filter in Budgeted custom report ### 📊 Changes **2 files changed** (+78 additions, -17 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/reports/spreadsheets/budgetDataQuery.ts` (+72 -17) ➕ `upcoming-release-notes/7570.md` (+6 -0) </details> ### 📄 Description <!-- Thank you for submitting a pull request! Make sure to follow the instructions to write release notes for your PR — it should only take a minute or two: https://github.com/actualbudget/docs#writing-good-release-notes. Try running yarn generate:release-notes *before* pushing your PR for an interactive experience. --> ## Description Fixes issue #7550 by adding support for category groups in the custom report category filter. ## Related issue(s) Fixes #7550. ## Testing Testing instructions 1. Reports → + Add new widget → Custom Report 2. Sidebar: Type = Budgeted 3. Top bar: Filter → Category Group → pick one (e.g. Food) 4. Expected: chart shows only categories whose group is Food. Before fix: filter ignored. ## Checklist - [x] Release notes added (see link above) - [x] No obvious regressions in affected areas - [x] Self-review has been performed - I understand what each change in the code does and why it is needed <!--- actual-bot-sections ---> <!--- bundlestats-action-comment key:combined start ---> ### Bundle Stats Bundle | Files count | Total bundle size | % Changed ------ | ----------- | ----------------- | --------- desktop-client | 34 | 13.86 MB → 13.86 MB (+999 B) | +0.01% loot-core | 1 | 5.26 MB | 0% api | 1 | 3.89 MB | 0% cli | 1 | 7.91 MB | 0% crdt | 1 | 41.83 kB | 0% <details> <summary>View detailed bundle stats</summary> #### desktop-client **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 34 | 13.86 MB → 13.86 MB (+999 B) | +0.01% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/components/reports/spreadsheets/budgetDataQuery.ts` | 📈 +999 B (+28.64%) | 3.41 kB → 4.38 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 | 1.2 MB → 1.2 MB (+999 B) | +0.08% **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- static/js/index.js | 1.87 MB | 0% static/js/BackgroundImage.js | 121.09 kB | 0% static/js/FormulaEditor.js | 962.55 kB | 0% static/js/PayeeRuleCountLabel.js | 52.52 kB | 0% static/js/ScheduleEditForm.js | 136.13 kB | 0% static/js/TransactionEdit.js | 186.46 kB | 0% static/js/TransactionList.js | 85.81 kB | 0% static/js/Value.js | 4.94 MB | 0% static/js/ca.js | 191.68 kB | 0% static/js/chart-theme.js | 796.5 kB | 0% static/js/client.js | 451.37 kB | 0% static/js/da.js | 104.4 kB | 0% static/js/de.js | 174.08 kB | 0% static/js/en-GB.js | 8.2 kB | 0% static/js/en.js | 176.64 kB | 0% static/js/es.js | 181.5 kB | 0% static/js/extends.js | 518.36 kB | 0% static/js/fr.js | 182.7 kB | 0% static/js/indexeddb-main-thread-worker-e59fee74.js | 13.46 kB | 0% static/js/it.js | 168.53 kB | 0% static/js/narrow.js | 364.25 kB | 0% static/js/nb-NO.js | 151.58 kB | 0% static/js/nl.js | 108.66 kB | 0% static/js/pl.js | 88.34 kB | 0% static/js/pt-BR.js | 193.45 kB | 0% static/js/resize-observer.js | 18.06 kB | 0% static/js/th.js | 178.91 kB | 0% static/js/theme.js | 31.67 kB | 0% static/js/uk.js | 212.28 kB | 0% static/js/useFormatList.js | 8.63 kB | 0% static/js/wide.js | 453 B | 0% static/js/workbox-window.prod.es5.js | 7.33 kB | 0% static/js/zh-Hans.js | 119.52 kB | 0% </div> </details> --- #### loot-core **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 5.26 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.wT3tRINf.js | 5.26 MB | 0% </div> </details> --- #### api **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 3.89 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 | 3.89 MB | 0% </div> </details> --- #### cli **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 7.91 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 | 7.91 MB | 0% </div> </details> --- #### crdt **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 41.83 kB | 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 | 41.83 kB | 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 14:26:52 -05:00
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