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[PR #6526] [CLOSED] Customize dashboard with monthly view, navigation, and category spending #48401

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opened 2026-04-26 10:19:57 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-26 10:19:57 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/6526
Author: @Gururagavendra
Created: 1/2/2026
Status: ❌ Closed

Base: master ← Head: master

📝 Commits (9)

  • e193cdc Customize dashboard with monthly view, navigation, and category spending
  • d1f6945 Merge pull request #1 from Gururagavendra/custom-dashboard-monthly-view
  • 13f4baa update
  • 25e721c Update packages/desktop-client/src/components/reports/Overview.tsx
  • fc4a5aa chore: fix pr comments
  • 8250de6 add
  • eddec4f add
  • a4811b1 add
  • 6dd4351 chore

📊 Changes

10 files changed (+1181 additions, -106 deletions)

View changed files

📝 packages/desktop-client/src/components/reports/Overview.tsx (+339 -86)
📝 packages/desktop-client/src/components/reports/reports/CashFlowCard.tsx (+2 -2)
➕ packages/desktop-client/src/components/reports/reports/CategorySpendingCard.tsx (+277 -0)
📝 packages/desktop-client/src/components/reports/reports/Summary.tsx (+9 -1)
📝 packages/desktop-client/src/components/reports/reports/SummaryCard.tsx (+48 -13)
📝 packages/desktop-client/src/components/reports/spreadsheets/summary-spreadsheet.ts (+17 -1)
📝 packages/loot-core/src/server/dashboard/app.ts (+1 -0)
📝 packages/loot-core/src/shared/dashboard.ts (+474 -0)
📝 packages/loot-core/src/types/models/dashboard.ts (+13 -2)
📝 yarn.lock (+1 -1)

📄 Description

Added an nice custom dashboard for monthly view in report
user can move acros months to see the spending

user can now able to move between years in report

previous:
image

now:
image

Summary by CodeRabbit

  • New Features

    • Added Category Spending Card widget to display spending breakdown by category
    • Introduced Monthly and Yearly dashboard view modes with navigation controls for month/year selection
    • Added "Average per day" metric option for summary reports

  • Improvements

    • Enhanced tooltips for average-based metrics with contextual information
    • Improved cash flow chart visibility with larger bar sizes

✏️ Tip: You can customize this high-level summary in your review settings.

🔄 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/6526 **Author:** [@Gururagavendra](https://github.com/Gururagavendra) **Created:** 1/2/2026 **Status:** ❌ Closed **Base:** `master` ← **Head:** `master` --- ### 📝 Commits (9) - [`e193cdc`](https://github.com/actualbudget/actual/commit/e193cdcad2d4ea02964532d85fc2dda1fb05d5cf) Customize dashboard with monthly view, navigation, and category spending - [`d1f6945`](https://github.com/actualbudget/actual/commit/d1f69459a95507647c8d3744535f8186c7dd32f3) Merge pull request #1 from Gururagavendra/custom-dashboard-monthly-view - [`13f4baa`](https://github.com/actualbudget/actual/commit/13f4baafa310ca214f3609ceafc7c3d484051749) update - [`25e721c`](https://github.com/actualbudget/actual/commit/25e721cdc69f386bc41af738aeefcd658de81d25) Update packages/desktop-client/src/components/reports/Overview.tsx - [`fc4a5aa`](https://github.com/actualbudget/actual/commit/fc4a5aa98b828d1bd9413621335ec5f5b88555af) chore: fix pr comments - [`8250de6`](https://github.com/actualbudget/actual/commit/8250de6f88c7d7983c4cb02ddca90a80c696affd) add - [`eddec4f`](https://github.com/actualbudget/actual/commit/eddec4f155d1a81fde00c6462c821da3944686a9) add - [`a4811b1`](https://github.com/actualbudget/actual/commit/a4811b1e996437f9ca478c963929fc2fd54074b7) add - [`6dd4351`](https://github.com/actualbudget/actual/commit/6dd4351c94fc3b2cb2c2f30ee255df735a12d075) chore ### 📊 Changes **10 files changed** (+1181 additions, -106 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/reports/Overview.tsx` (+339 -86) 📝 `packages/desktop-client/src/components/reports/reports/CashFlowCard.tsx` (+2 -2) ➕ `packages/desktop-client/src/components/reports/reports/CategorySpendingCard.tsx` (+277 -0) 📝 `packages/desktop-client/src/components/reports/reports/Summary.tsx` (+9 -1) 📝 `packages/desktop-client/src/components/reports/reports/SummaryCard.tsx` (+48 -13) 📝 `packages/desktop-client/src/components/reports/spreadsheets/summary-spreadsheet.ts` (+17 -1) 📝 `packages/loot-core/src/server/dashboard/app.ts` (+1 -0) 📝 `packages/loot-core/src/shared/dashboard.ts` (+474 -0) 📝 `packages/loot-core/src/types/models/dashboard.ts` (+13 -2) 📝 `yarn.lock` (+1 -1) </details> ### 📄 Description Added an nice custom dashboard for monthly view in report user can move acros months to see the spending user can now able to move between years in report previous: <img width="2553" height="1578" alt="image" src="https://github.com/user-attachments/assets/70a0dcfa-2e7c-4cac-89cc-76a981d225d9" /> now: <img width="2553" height="1578" alt="image" src="https://github.com/user-attachments/assets/4e91dbe5-ed5e-460f-aafb-efdec7cca057" /> <!-- This is an auto-generated comment: release notes by coderabbit.ai --> ## Summary by CodeRabbit * **New Features** * Added Category Spending Card widget to display spending breakdown by category * Introduced Monthly and Yearly dashboard view modes with navigation controls for month/year selection * Added "Average per day" metric option for summary reports * **Improvements** * Enhanced tooltips for average-based metrics with contextual information * Improved cash flow chart visibility with larger bar sizes <sub>✏️ Tip: You can customize this high-level summary in your review settings.</sub> <!-- end of auto-generated comment: release notes by coderabbit.ai --> --- <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 10:19:57 -05:00
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