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[PR #3364] [MERGED] ✨ (dashboards) ability to save net-worth widget details #4815

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opened 2026-02-28 21:01:41 -06:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-02-28 21:01:41 -06:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/3364
Author: @MatissJanis
Created: 9/4/2024
Status: ✅ Merged
Merged: 9/9/2024
Merged by: @MatissJanis

Base: master ← Head: matiss/net-worth-save

📝 Commits (10+)

  • 23d53ad ✨ (dashboards) ability to save net-worth widget details
  • 1f96d47 Release notes
  • d893e29 VRT patch
  • 5d21319 Different patch
  • 28db998 Patch VRT
  • 9feea49 Feedback: missing filters
  • 9b05789 Translations
  • 8a5d5db Merge branch 'master' into matiss/net-worth-save
  • 9c2d422 Feedback: ability to toggle live/paused timeframes
  • de8a79e Merge branch 'master' into matiss/net-worth-save

📊 Changes

20 files changed (+301 additions, -102 deletions)

View changed files

📝 packages/desktop-client/e2e/reports.test.js-snapshots/Reports-loads-cash-flow-graph-and-checks-visuals-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/reports.test.js-snapshots/Reports-loads-cash-flow-graph-and-checks-visuals-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/reports.test.js-snapshots/Reports-loads-cash-flow-graph-and-checks-visuals-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/reports.test.js-snapshots/Reports-loads-net-worth-graph-and-checks-visuals-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/reports.test.js-snapshots/Reports-loads-net-worth-graph-and-checks-visuals-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/reports.test.js-snapshots/Reports-loads-net-worth-graph-and-checks-visuals-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/src/components/common/Button2.tsx (+43 -29)
📝 packages/desktop-client/src/components/reports/Header.tsx (+71 -18)
📝 packages/desktop-client/src/components/reports/Overview.tsx (+1 -0)
📝 packages/desktop-client/src/components/reports/ReportRouter.tsx (+1 -0)
📝 packages/desktop-client/src/components/reports/ReportSidebar.tsx (+7 -1)
📝 packages/desktop-client/src/components/reports/getLiveRange.ts (+3 -2)
📝 packages/desktop-client/src/components/reports/reportRanges.ts (+30 -12)
📝 packages/desktop-client/src/components/reports/reports/CashFlow.tsx (+3 -12)
📝 packages/desktop-client/src/components/reports/reports/NetWorth.jsx (+79 -20)
📝 packages/desktop-client/src/components/reports/reports/NetWorthCard.tsx (+20 -6)
📝 packages/desktop-client/src/hooks/useFilters.ts (+4 -1)
➕ packages/loot-core/src/client/data-hooks/widget.ts (+20 -0)
📝 packages/loot-core/src/types/models/dashboard.d.ts (+13 -1)
➕ upcoming-release-notes/3364.md (+6 -0)

📄 Description

Added the ability to save filters & date-ranges on the net worth widgets.

How to use:

  1. open reports page
  2. open a net worth graph (click on it)
  3. in the net worth page: change date-range and maybe add a filter
  4. click save
  5. go back to dashboard
  6. the widget will show the filtered data and with the specific time-range

Feedback is welcome. I plan to implement the same behaviour to the other existing reports too, but starting with just this one.

https://github.com/actualbudget/actual/issues/3282

🔄 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/3364 **Author:** [@MatissJanis](https://github.com/MatissJanis) **Created:** 9/4/2024 **Status:** ✅ Merged **Merged:** 9/9/2024 **Merged by:** [@MatissJanis](https://github.com/MatissJanis) **Base:** `master` ← **Head:** `matiss/net-worth-save` --- ### 📝 Commits (10+) - [`23d53ad`](https://github.com/actualbudget/actual/commit/23d53adc4e1208cfab085d8d16ad2967ab8fdc9a) :sparkles: (dashboards) ability to save net-worth widget details - [`1f96d47`](https://github.com/actualbudget/actual/commit/1f96d472ba689eeede9e059b5b6519f6b7bf5daa) Release notes - [`d893e29`](https://github.com/actualbudget/actual/commit/d893e295be3350ff4f45b383cc8963ceedc7d973) VRT patch - [`5d21319`](https://github.com/actualbudget/actual/commit/5d213197f9c8bf3a4cba2c43220cc8c8b9733b8d) Different patch - [`28db998`](https://github.com/actualbudget/actual/commit/28db9988bcd9dcc65ddc25e4f178d91b20733ae6) Patch VRT - [`9feea49`](https://github.com/actualbudget/actual/commit/9feea494a442040e875b72e1e1dfba3b5832e3e2) Feedback: missing filters - [`9b05789`](https://github.com/actualbudget/actual/commit/9b057896a09466a7b50b64055c273c05a99fa130) Translations - [`8a5d5db`](https://github.com/actualbudget/actual/commit/8a5d5dba2d4148b915e5e754af695c61938b1554) Merge branch 'master' into matiss/net-worth-save - [`9c2d422`](https://github.com/actualbudget/actual/commit/9c2d4227c86bb4478d164c2e02f264918ad4d410) Feedback: ability to toggle live/paused timeframes - [`de8a79e`](https://github.com/actualbudget/actual/commit/de8a79e3af91d0a7737ae303be90b4a20a774296) Merge branch 'master' into matiss/net-worth-save ### 📊 Changes **20 files changed** (+301 additions, -102 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/e2e/reports.test.js-snapshots/Reports-loads-cash-flow-graph-and-checks-visuals-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/reports.test.js-snapshots/Reports-loads-cash-flow-graph-and-checks-visuals-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/reports.test.js-snapshots/Reports-loads-cash-flow-graph-and-checks-visuals-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/reports.test.js-snapshots/Reports-loads-net-worth-graph-and-checks-visuals-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/reports.test.js-snapshots/Reports-loads-net-worth-graph-and-checks-visuals-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/reports.test.js-snapshots/Reports-loads-net-worth-graph-and-checks-visuals-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/src/components/common/Button2.tsx` (+43 -29) 📝 `packages/desktop-client/src/components/reports/Header.tsx` (+71 -18) 📝 `packages/desktop-client/src/components/reports/Overview.tsx` (+1 -0) 📝 `packages/desktop-client/src/components/reports/ReportRouter.tsx` (+1 -0) 📝 `packages/desktop-client/src/components/reports/ReportSidebar.tsx` (+7 -1) 📝 `packages/desktop-client/src/components/reports/getLiveRange.ts` (+3 -2) 📝 `packages/desktop-client/src/components/reports/reportRanges.ts` (+30 -12) 📝 `packages/desktop-client/src/components/reports/reports/CashFlow.tsx` (+3 -12) 📝 `packages/desktop-client/src/components/reports/reports/NetWorth.jsx` (+79 -20) 📝 `packages/desktop-client/src/components/reports/reports/NetWorthCard.tsx` (+20 -6) 📝 `packages/desktop-client/src/hooks/useFilters.ts` (+4 -1) ➕ `packages/loot-core/src/client/data-hooks/widget.ts` (+20 -0) 📝 `packages/loot-core/src/types/models/dashboard.d.ts` (+13 -1) ➕ `upcoming-release-notes/3364.md` (+6 -0) </details> ### 📄 Description Added the ability to save filters & date-ranges on the net worth widgets. How to use: 1. open reports page 2. open a net worth graph (click on it) 3. in the net worth page: change date-range and maybe add a filter 4. click save 5. go back to dashboard 6. the widget will show the filtered data and with the specific time-range Feedback is welcome. I plan to implement the same behaviour to the other existing reports too, but starting with just this one. https://github.com/actualbudget/actual/issues/3282 --- <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 21:01:41 -06:00
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