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[PR #2850] [MERGED] Cover overbudgeted action + make balance movement menus only appear on relevant conditions #4550

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opened 2026-02-28 20:57:29 -06:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-02-28 20:57:29 -06:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/2850
Author: @joel-jeremy
Created: 6/7/2024
Status: ✅ Merged
Merged: 6/10/2024
Merged by: @joel-jeremy

Base: master ← Head: contextual-balance-menus

📝 Commits (4)

  • 941e200 Make balance movement menus only appear on relevant conditions
  • b661fc9 Release notes
  • 736f057 Hide to be budgeted when covering overbudgeted
  • b45cc5d Fix typecheck error

📊 Changes

16 files changed (+168 additions, -56 deletions)

View changed files

📝 packages/desktop-client/src/components/Modals.tsx (+3 -1)
📝 packages/desktop-client/src/components/budget/rollover/BalanceMenu.tsx (+14 -10)
📝 packages/desktop-client/src/components/budget/rollover/BalanceMovementMenu.tsx (+1 -1)
📝 packages/desktop-client/src/components/budget/rollover/CoverMenu.tsx (+10 -4)
📝 packages/desktop-client/src/components/budget/rollover/budgetsummary/ToBudget.tsx (+15 -2)
📝 packages/desktop-client/src/components/budget/rollover/budgetsummary/ToBudgetMenu.tsx (+52 -14)
📝 packages/desktop-client/src/components/mobile/budget/BudgetTable.jsx (+1 -1)
📝 packages/desktop-client/src/components/modals/CoverModal.tsx (+10 -17)
📝 packages/desktop-client/src/components/modals/RolloverBudgetSummaryModal.tsx (+21 -4)
📝 packages/desktop-client/src/components/modals/RolloverToBudgetMenuModal.tsx (+2 -0)
📝 packages/loot-core/src/client/actions/queries.ts (+7 -1)
📝 packages/loot-core/src/client/state-types/modals.d.ts (+3 -1)
📝 packages/loot-core/src/server/budget/actions.ts (+14 -0)
📝 packages/loot-core/src/server/budget/app.ts (+4 -0)
📝 packages/loot-core/src/server/budget/types/handlers.d.ts (+5 -0)
➕ upcoming-release-notes/2850.md (+6 -0)

📄 Description

Cover overbudgeted action + make balance movement menus only appear on relevant conditions e.g. transfer to another category menu only when there is a leftover balance.

New action can be found when clicking on an Overbudgeted amount. You can cover the Overbudgeted amount from any category same as how an overspent category can be covered from another category.

🔄 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/2850 **Author:** [@joel-jeremy](https://github.com/joel-jeremy) **Created:** 6/7/2024 **Status:** ✅ Merged **Merged:** 6/10/2024 **Merged by:** [@joel-jeremy](https://github.com/joel-jeremy) **Base:** `master` ← **Head:** `contextual-balance-menus` --- ### 📝 Commits (4) - [`941e200`](https://github.com/actualbudget/actual/commit/941e2001802c5e371e94af6ba100646bfc1b9258) Make balance movement menus only appear on relevant conditions - [`b661fc9`](https://github.com/actualbudget/actual/commit/b661fc96dd6a9b09aa04b83b34682933f6064ed8) Release notes - [`736f057`](https://github.com/actualbudget/actual/commit/736f0577cf3564e2666f58f8a4c0b5e94613b3fb) Hide to be budgeted when covering overbudgeted - [`b45cc5d`](https://github.com/actualbudget/actual/commit/b45cc5d34d6273d0cfcf9eb12f25c70c899be3ae) Fix typecheck error ### 📊 Changes **16 files changed** (+168 additions, -56 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/Modals.tsx` (+3 -1) 📝 `packages/desktop-client/src/components/budget/rollover/BalanceMenu.tsx` (+14 -10) 📝 `packages/desktop-client/src/components/budget/rollover/BalanceMovementMenu.tsx` (+1 -1) 📝 `packages/desktop-client/src/components/budget/rollover/CoverMenu.tsx` (+10 -4) 📝 `packages/desktop-client/src/components/budget/rollover/budgetsummary/ToBudget.tsx` (+15 -2) 📝 `packages/desktop-client/src/components/budget/rollover/budgetsummary/ToBudgetMenu.tsx` (+52 -14) 📝 `packages/desktop-client/src/components/mobile/budget/BudgetTable.jsx` (+1 -1) 📝 `packages/desktop-client/src/components/modals/CoverModal.tsx` (+10 -17) 📝 `packages/desktop-client/src/components/modals/RolloverBudgetSummaryModal.tsx` (+21 -4) 📝 `packages/desktop-client/src/components/modals/RolloverToBudgetMenuModal.tsx` (+2 -0) 📝 `packages/loot-core/src/client/actions/queries.ts` (+7 -1) 📝 `packages/loot-core/src/client/state-types/modals.d.ts` (+3 -1) 📝 `packages/loot-core/src/server/budget/actions.ts` (+14 -0) 📝 `packages/loot-core/src/server/budget/app.ts` (+4 -0) 📝 `packages/loot-core/src/server/budget/types/handlers.d.ts` (+5 -0) ➕ `upcoming-release-notes/2850.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 --> Cover overbudgeted action + make balance movement menus only appear on relevant conditions e.g. transfer to another category menu only when there is a leftover balance. New action can be found when clicking on an Overbudgeted amount. You can cover the Overbudgeted amount from any category same as how an overspent category can be covered from another category. --- <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 20:57:29 -06:00
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