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[PR #2681] [CLOSED] [WIP] Option to ignore ongoing time period in custom reports #46273

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opened 2026-04-26 08:21:57 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-26 08:21:57 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/2681
Author: @glowtape
Created: 4/29/2024
Status: ❌ Closed

Base: master ← Head: glowtape-blinders

📝 Commits (2)

  • 922e9fe Export DateLike. Apply it to some missed instances.
  • 2a1e1e1 reports: Option to ignore ongoing time period.

📊 Changes

11 files changed (+79 additions, -5 deletions)

View changed files

📝 packages/desktop-client/src/components/reports/ReportOptions.ts (+1 -0)
📝 packages/desktop-client/src/components/reports/ReportSidebar.jsx (+18 -1)
📝 packages/desktop-client/src/components/reports/getLiveRange.ts (+34 -0)
📝 packages/desktop-client/src/components/reports/reports/CustomReport.jsx (+10 -1)
📝 packages/desktop-client/src/components/reports/reports/GetCardData.tsx (+2 -0)
➕ packages/loot-core/migrations/1714415716000_exclude_current_period.sql (+5 -0)
📝 packages/loot-core/src/client/data-hooks/reports.ts (+1 -0)
📝 packages/loot-core/src/server/aql/schema/index.ts (+1 -0)
📝 packages/loot-core/src/server/reports/app.ts (+2 -0)
📝 packages/loot-core/src/shared/months.ts (+3 -3)
📝 packages/loot-core/src/types/models/reports.d.ts (+2 -0)

📄 Description

When checking (table) reports, it might be useful for people (like me) to be able to ignore the ongoing time period, because said period isn't over and current values might taint the averages and/or totals of said report.

Say if I want to check the "Last 6/12 months" to pull some averages for budgeting some topic, and the current month has just begun, it'll calculate an average over 5 or 11 months with activity and one with zero.

While there's a static date range option, it'd be nice for the report to automatically trail your current month/etc.

This PR is supposed to shift the date range to the past by a day, week or month depending on interval and live date range settings. This is configured by a toggle in the Options flyout.

(There's currently a bit of moon logic involved, which I need to revisit and make somewhat more readable.)

🔄 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/2681 **Author:** [@glowtape](https://github.com/glowtape) **Created:** 4/29/2024 **Status:** ❌ Closed **Base:** `master` ← **Head:** `glowtape-blinders` --- ### 📝 Commits (2) - [`922e9fe`](https://github.com/actualbudget/actual/commit/922e9fe05ec10852bf6f01d708d7474413d90a4f) Export DateLike. Apply it to some missed instances. - [`2a1e1e1`](https://github.com/actualbudget/actual/commit/2a1e1e10110c81067003f29b3fd3b0d8b1c207c3) reports: Option to ignore ongoing time period. ### 📊 Changes **11 files changed** (+79 additions, -5 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/reports/ReportOptions.ts` (+1 -0) 📝 `packages/desktop-client/src/components/reports/ReportSidebar.jsx` (+18 -1) 📝 `packages/desktop-client/src/components/reports/getLiveRange.ts` (+34 -0) 📝 `packages/desktop-client/src/components/reports/reports/CustomReport.jsx` (+10 -1) 📝 `packages/desktop-client/src/components/reports/reports/GetCardData.tsx` (+2 -0) ➕ `packages/loot-core/migrations/1714415716000_exclude_current_period.sql` (+5 -0) 📝 `packages/loot-core/src/client/data-hooks/reports.ts` (+1 -0) 📝 `packages/loot-core/src/server/aql/schema/index.ts` (+1 -0) 📝 `packages/loot-core/src/server/reports/app.ts` (+2 -0) 📝 `packages/loot-core/src/shared/months.ts` (+3 -3) 📝 `packages/loot-core/src/types/models/reports.d.ts` (+2 -0) </details> ### 📄 Description When checking (table) reports, it might be useful for people (like me) to be able to ignore the ongoing time period, because said period isn't over and current values might taint the averages and/or totals of said report. Say if I want to check the "Last 6/12 months" to pull some averages for budgeting some topic, and the current month has just begun, it'll calculate an average over 5 or 11 months with activity and one with zero. While there's a static date range option, it'd be nice for the report to automatically trail your current month/etc. This PR is supposed to shift the date range to the past by a day, week or month depending on interval and live date range settings. This is configured by a toggle in the Options flyout. (There's currently a bit of moon logic involved, which I need to revisit and make somewhat more readable.) --- <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 2026-04-26 08:21:57 -05:00
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Reference: github-starred/actual#46273