[PR #3176] [CLOSED] Pay Distribution Template - PR Replacement for #3078 #4723

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opened 2026-02-28 21:00:15 -06:00 by GiteaMirror · 0 comments
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/3176
Author: @Midgetwombat
Created: 8/2/2024
Status: Closed

Base: masterHead: Pay_Distribution_Template


📝 Commits (5)

  • 172f0c8 Pay Distributon Fixed
  • 78d6116 Added Upcoming Release MD
  • 2322229 Fixed one silly lint issue
  • b1025d0 Merge branch 'master' into Pay_Distribution_Template
  • d08501a Revert "Merge branch 'master' into Pay_Distribution_Template"

📊 Changes

180 files changed (+1155 additions, -1868 deletions)

View changed files

📝 .eslintrc.js (+1 -12)
📝 packages/api/methods.ts (+0 -8)
📝 packages/api/package.json (+1 -1)
📝 packages/desktop-client/e2e/rules.test.js (+1 -1)
📝 packages/desktop-client/e2e/rules.test.js-snapshots/Rules-creates-a-rule-and-makes-sure-it-is-applied-when-creating-a-transaction-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/rules.test.js-snapshots/Rules-creates-a-rule-and-makes-sure-it-is-applied-when-creating-a-transaction-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/rules.test.js-snapshots/Rules-creates-a-rule-and-makes-sure-it-is-applied-when-creating-a-transaction-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/package.json (+1 -1)
📝 packages/desktop-client/src/components/budget/rollover/CoverMenu.tsx (+5 -7)
📝 packages/desktop-client/src/components/budget/rollover/TransferMenu.tsx (+5 -7)
📝 packages/desktop-client/src/components/common/InputWithContent.tsx (+0 -1)
📝 packages/desktop-client/src/components/common/Modal2.tsx (+2 -4)
📝 packages/desktop-client/src/components/filters/AppliedFilters.tsx (+4 -1)
📝 packages/desktop-client/src/components/filters/ConditionsOpMenu.tsx (+2 -2)
📝 packages/desktop-client/src/components/filters/FilterExpression.tsx (+13 -10)
📝 packages/desktop-client/src/components/filters/subfieldFromFilter.ts (+1 -1)
📝 packages/desktop-client/src/components/filters/updateFilterReducer.ts (+2 -5)
📝 packages/desktop-client/src/components/mobile/accounts/AccountTransactions.jsx (+0 -1)
📝 packages/desktop-client/src/components/mobile/accounts/Accounts.jsx (+0 -1)
📝 packages/desktop-client/src/components/modals/CoverModal.tsx (+4 -6)

...and 80 more files

📄 Description

New Pay Distribution template to add to goal templates. This PR is replacing PR #3078 Since it had too many git issues from inexperience. Please read the notes on that PR, also wrote documentation that may explain the workings better here Pay Distribution Documentation PR

ABOUT:
Added a new Template type called Pay Distribution, which is designed to be triggered every time the apply template is clicked. if a Pay Distribution template is applied to a category then instead of adding to the goal the distribution template will just add its value to the currently budgeted amount. if a normal template is applied to the category as well, then that template will add to the goal but will not change the value of the budgeted column.

The purpose of this new template is for people who budget by paycheck which may not be monthly, or for those who are still working on building up their funds to have enough to budget for a month.

The pay Distribution Template has two operations either a set amount OR a percentage of the remaining available funds.
Additionally, if the pay distribution template is added to the same category as the remainder template, then the remaining budget will be added to that category also. Otherwise, the remainder template will retain its normal functionality.


🔄 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/3176 **Author:** [@Midgetwombat](https://github.com/Midgetwombat) **Created:** 8/2/2024 **Status:** ❌ Closed **Base:** `master` ← **Head:** `Pay_Distribution_Template` --- ### 📝 Commits (5) - [`172f0c8`](https://github.com/actualbudget/actual/commit/172f0c820c80fd1c2a70bb2cc228309228bc933b) Pay Distributon Fixed - [`78d6116`](https://github.com/actualbudget/actual/commit/78d611645f541270fbf797567506c7a4b74d0399) Added Upcoming Release MD - [`2322229`](https://github.com/actualbudget/actual/commit/23222297f830d4b5d6851d12da514f31ce7e429d) Fixed one silly lint issue - [`b1025d0`](https://github.com/actualbudget/actual/commit/b1025d09eba436647cb21302fa41cbce15966634) Merge branch 'master' into Pay_Distribution_Template - [`d08501a`](https://github.com/actualbudget/actual/commit/d08501aef3fa22f6a87d96747667092863ef438e) Revert "Merge branch 'master' into Pay_Distribution_Template" ### 📊 Changes **180 files changed** (+1155 additions, -1868 deletions) <details> <summary>View changed files</summary> 📝 `.eslintrc.js` (+1 -12) 📝 `packages/api/methods.ts` (+0 -8) 📝 `packages/api/package.json` (+1 -1) 📝 `packages/desktop-client/e2e/rules.test.js` (+1 -1) 📝 `packages/desktop-client/e2e/rules.test.js-snapshots/Rules-creates-a-rule-and-makes-sure-it-is-applied-when-creating-a-transaction-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/rules.test.js-snapshots/Rules-creates-a-rule-and-makes-sure-it-is-applied-when-creating-a-transaction-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/rules.test.js-snapshots/Rules-creates-a-rule-and-makes-sure-it-is-applied-when-creating-a-transaction-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/package.json` (+1 -1) 📝 `packages/desktop-client/src/components/budget/rollover/CoverMenu.tsx` (+5 -7) 📝 `packages/desktop-client/src/components/budget/rollover/TransferMenu.tsx` (+5 -7) 📝 `packages/desktop-client/src/components/common/InputWithContent.tsx` (+0 -1) 📝 `packages/desktop-client/src/components/common/Modal2.tsx` (+2 -4) 📝 `packages/desktop-client/src/components/filters/AppliedFilters.tsx` (+4 -1) 📝 `packages/desktop-client/src/components/filters/ConditionsOpMenu.tsx` (+2 -2) 📝 `packages/desktop-client/src/components/filters/FilterExpression.tsx` (+13 -10) 📝 `packages/desktop-client/src/components/filters/subfieldFromFilter.ts` (+1 -1) 📝 `packages/desktop-client/src/components/filters/updateFilterReducer.ts` (+2 -5) 📝 `packages/desktop-client/src/components/mobile/accounts/AccountTransactions.jsx` (+0 -1) 📝 `packages/desktop-client/src/components/mobile/accounts/Accounts.jsx` (+0 -1) 📝 `packages/desktop-client/src/components/modals/CoverModal.tsx` (+4 -6) _...and 80 more files_ </details> ### 📄 Description New Pay Distribution template to add to goal templates. This PR is replacing PR [#3078](https://github.com/actualbudget/actual/pull/3078) Since it had too many git issues from inexperience. Please read the notes on that PR, also wrote documentation that may explain the workings better here [Pay Distribution Documentation PR](https://github.com/actualbudget/docs/pull/417) ABOUT: Added a new Template type called Pay Distribution, which is designed to be triggered every time the apply template is clicked. if a Pay Distribution template is applied to a category then instead of adding to the goal the distribution template will just add its value to the currently budgeted amount. if a normal template is applied to the category as well, then that template will add to the goal but will not change the value of the budgeted column. The purpose of this new template is for people who budget by paycheck which may not be monthly, or for those who are still working on building up their funds to have enough to budget for a month. The pay Distribution Template has two operations either a set amount OR a percentage of the remaining available funds. Additionally, if the pay distribution template is added to the same category as the remainder template, then the remaining budget will be added to that category also. Otherwise, the remainder template will retain its normal functionality. --- <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 21:00:15 -06:00
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Reference: github-starred/actual#4723