github-starred/actual
2
0
Fork 0
mirror of https://github.com/actualbudget/actual.git synced 2026-05-06 20:15:33 -05:00
Code Issues 1.6k Packages Projects Releases 55 Wiki Activity

[PR #7612] [WIP] [AI] Enhancement: Spending Report Compare to Categories Budgeted Amount #49109

New Issue
Open
opened 2026-04-26 10:57:03 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-26 10:57:03 -05:00
Owner
Copy Link

📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/7612
Author: @sys044
Created: 4/24/2026
Status: 🔄 Open

Base: master ← Head: feat/spending-report-category-budget-scope

📝 Commits (4)

  • e501885 [AI] Enhancement: spending report category budget scope toggle
  • 3441983 [autofix.ci] apply automated fixes
  • 0476476 [AI] chore: add release note for spending report category budget scope toggle
  • b47bac6 [AI] fix: address review comments on spending category budget scope

📊 Changes

5 files changed (+162 additions, -26 deletions)

View changed files

📝 packages/desktop-client/src/components/reports/graphs/SpendingGraph.tsx (+6 -1)
📝 packages/desktop-client/src/components/reports/reports/Spending.tsx (+65 -4)
📝 packages/desktop-client/src/components/reports/spreadsheets/spending-spreadsheet.ts (+84 -21)
📝 packages/loot-core/src/types/models/dashboard.ts (+1 -0)
➕ upcoming-release-notes/7612.md (+6 -0)

📄 Description

Description

When using Budget comparison mode with category or category group filters, the budgeted line always reflected the full monthly budget. This made it hard to track spending against just the categories I cared about, like discretionary ones such as eating out or entertainment.

This adds a "Total Budgeted / Categories Budgeted" toggle that limits the compared budgeted amount to only the filtered categories. The toggle is only visible when category or category group filters are active.

Total Budgeted (with category filter)
image

Categories Budgeted (with category filter)
image

Default (no category filter)
image

Related issue(s)

Testing

Checklist

  • Release notes added (see link above)
  • No obvious regressions in affected areas
  • Self-review has been performed - I understand what each change in the code does and why it is needed

Bundle Stats

Bundle Files count Total bundle size % Changed
desktop-client 34 13.88 MB → 13.89 MB (+4 kB) +0.03%
loot-core 1 5.27 MB 0%
api 2 3.89 MB 0%
cli 1 7.97 MB 0%
crdt 1 41.83 kB 0%
View detailed bundle stats

desktop-client

Total

Files count Total bundle size % Changed
34 13.88 MB → 13.89 MB (+4 kB) +0.03%
Changeset
File Δ Size
src/components/reports/spreadsheets/spending-spreadsheet.ts 📈 +1.63 kB (+29.22%) 5.56 kB → 7.19 kB
src/components/reports/reports/Spending.tsx 📈 +2.26 kB (+9.92%) 22.8 kB → 25.06 kB
src/components/reports/graphs/SpendingGraph.tsx 📈 +109 B (+1.21%) 8.78 kB → 8.89 kB
src/components/reports/reports/Calendar.tsx 📈 +2 B (+0.01%) 27.58 kB → 27.59 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
static/js/ReportRouter.js 1.22 MB → 1.22 MB (+4 kB) +0.32%

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
static/js/index.js 1.87 MB 0%
static/js/BackgroundImage.js 121.09 kB 0%
static/js/FormulaEditor.js 962.55 kB 0%
static/js/PayeeRuleCountLabel.js 52.52 kB 0%
static/js/ScheduleEditForm.js 145.68 kB 0%
static/js/TransactionEdit.js 186.56 kB 0%
static/js/TransactionList.js 85.81 kB 0%
static/js/Value.js 4.94 MB 0%
static/js/ca.js 191.46 kB 0%
static/js/chart-theme.js 796.5 kB 0%
static/js/client.js 451.37 kB 0%
static/js/da.js 104.22 kB 0%
static/js/de.js 173.88 kB 0%
static/js/en-GB.js 8.2 kB 0%
static/js/en.js 176.89 kB 0%
static/js/es.js 181.86 kB 0%
static/js/extends.js 518.66 kB 0%
static/js/fr.js 182.5 kB 0%
static/js/indexeddb-main-thread-worker-e59fee74.js 13.46 kB 0%
static/js/it.js 168.33 kB 0%
static/js/narrow.js 364.31 kB 0%
static/js/nb-NO.js 151.39 kB 0%
static/js/nl.js 108.46 kB 0%
static/js/pl.js 88.14 kB 0%
static/js/pt-BR.js 193.24 kB 0%
static/js/resize-observer.js 18.06 kB 0%
static/js/th.js 178.63 kB 0%
static/js/theme.js 31.67 kB 0%
static/js/uk.js 212.03 kB 0%
static/js/useFormatList.js 8.63 kB 0%
static/js/wide.js 453 B 0%
static/js/workbox-window.prod.es5.js 7.33 kB 0%
static/js/zh-Hans.js 119.73 kB 0%

loot-core

Total

Files count Total bundle size % Changed
1 5.27 MB 0%
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger
No assets were bigger

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
kcab.worker.JKo6NKKa.js 5.27 MB 0%

api

Total

Files count Total bundle size % Changed
2 3.89 MB 0%
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger
No assets were bigger

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
index.js 3.89 MB 0%
models.js 0 B 0%

cli

Total

Files count Total bundle size % Changed
1 7.97 MB 0%
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger
No assets were bigger

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
cli.js 7.97 MB 0%

crdt

Total

Files count Total bundle size % Changed
1 41.83 kB 0%
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger
No assets were bigger

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
index.js 41.83 kB 0%

🔄 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/7612 **Author:** [@sys044](https://github.com/sys044) **Created:** 4/24/2026 **Status:** 🔄 Open **Base:** `master` ← **Head:** `feat/spending-report-category-budget-scope` --- ### 📝 Commits (4) - [`e501885`](https://github.com/actualbudget/actual/commit/e501885d268d9f90e16bc9dd4268f6761af0f922) [AI] Enhancement: spending report category budget scope toggle - [`3441983`](https://github.com/actualbudget/actual/commit/344198382a3551f91eccc0ace53b6ce336c15f12) [autofix.ci] apply automated fixes - [`0476476`](https://github.com/actualbudget/actual/commit/04764767d2102d1a1d2826e90329523ac8cff131) [AI] chore: add release note for spending report category budget scope toggle - [`b47bac6`](https://github.com/actualbudget/actual/commit/b47bac6ffce293b51d5afec0af11d5ea7e504f44) [AI] fix: address review comments on spending category budget scope ### 📊 Changes **5 files changed** (+162 additions, -26 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/reports/graphs/SpendingGraph.tsx` (+6 -1) 📝 `packages/desktop-client/src/components/reports/reports/Spending.tsx` (+65 -4) 📝 `packages/desktop-client/src/components/reports/spreadsheets/spending-spreadsheet.ts` (+84 -21) 📝 `packages/loot-core/src/types/models/dashboard.ts` (+1 -0) ➕ `upcoming-release-notes/7612.md` (+6 -0) </details> ### 📄 Description ## Description When using Budget comparison mode with category or category group filters, the budgeted line always reflected the full monthly budget. This made it hard to track spending against just the categories I cared about, like discretionary ones such as eating out or entertainment. This adds a "Total Budgeted / Categories Budgeted" toggle that limits the compared budgeted amount to only the filtered categories. The toggle is only visible when category or category group filters are active. Total Budgeted (with category filter) <img width="1097" height="584" alt="image" src="https://github.com/user-attachments/assets/67ebf75f-020b-48e1-a361-ab40fc3bbc67" /> Categories Budgeted (with category filter) <img width="1092" height="588" alt="image" src="https://github.com/user-attachments/assets/47316170-abd9-4622-a806-181d0b062bda" /> Default (no category filter) <img width="1094" height="583" alt="image" src="https://github.com/user-attachments/assets/8b010e7f-1ec0-40bc-9c7d-414962898465" /> ## Related issue(s) <!-- e.g. Fixes #123, Relates to #456 --> ## Testing <!-- What did you test? How can we reproduce the issue you are fixing or how can we test the feature you built? --> ## Checklist - [x] Release notes added (see link above) - [x] No obvious regressions in affected areas - [x] Self-review has been performed - I understand what each change in the code does and why it is needed <!--- actual-bot-sections ---> <!--- bundlestats-action-comment key:combined start ---> ### Bundle Stats Bundle | Files count | Total bundle size | % Changed ------ | ----------- | ----------------- | --------- desktop-client | 34 | 13.88 MB → 13.89 MB (+4 kB) | +0.03% loot-core | 1 | 5.27 MB | 0% api | 2 | 3.89 MB | 0% cli | 1 | 7.97 MB | 0% crdt | 1 | 41.83 kB | 0% <details> <summary>View detailed bundle stats</summary> #### desktop-client **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 34 | 13.88 MB → 13.89 MB (+4 kB) | +0.03% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/components/reports/spreadsheets/spending-spreadsheet.ts` | 📈 +1.63 kB (+29.22%) | 5.56 kB → 7.19 kB `src/components/reports/reports/Spending.tsx` | 📈 +2.26 kB (+9.92%) | 22.8 kB → 25.06 kB `src/components/reports/graphs/SpendingGraph.tsx` | 📈 +109 B (+1.21%) | 8.78 kB → 8.89 kB `src/components/reports/reports/Calendar.tsx` | 📈 +2 B (+0.01%) | 27.58 kB → 27.59 kB </details> <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** Asset | File Size | % Changed ----- | --------- | --------- static/js/ReportRouter.js | 1.22 MB → 1.22 MB (+4 kB) | +0.32% **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- static/js/index.js | 1.87 MB | 0% static/js/BackgroundImage.js | 121.09 kB | 0% static/js/FormulaEditor.js | 962.55 kB | 0% static/js/PayeeRuleCountLabel.js | 52.52 kB | 0% static/js/ScheduleEditForm.js | 145.68 kB | 0% static/js/TransactionEdit.js | 186.56 kB | 0% static/js/TransactionList.js | 85.81 kB | 0% static/js/Value.js | 4.94 MB | 0% static/js/ca.js | 191.46 kB | 0% static/js/chart-theme.js | 796.5 kB | 0% static/js/client.js | 451.37 kB | 0% static/js/da.js | 104.22 kB | 0% static/js/de.js | 173.88 kB | 0% static/js/en-GB.js | 8.2 kB | 0% static/js/en.js | 176.89 kB | 0% static/js/es.js | 181.86 kB | 0% static/js/extends.js | 518.66 kB | 0% static/js/fr.js | 182.5 kB | 0% static/js/indexeddb-main-thread-worker-e59fee74.js | 13.46 kB | 0% static/js/it.js | 168.33 kB | 0% static/js/narrow.js | 364.31 kB | 0% static/js/nb-NO.js | 151.39 kB | 0% static/js/nl.js | 108.46 kB | 0% static/js/pl.js | 88.14 kB | 0% static/js/pt-BR.js | 193.24 kB | 0% static/js/resize-observer.js | 18.06 kB | 0% static/js/th.js | 178.63 kB | 0% static/js/theme.js | 31.67 kB | 0% static/js/uk.js | 212.03 kB | 0% static/js/useFormatList.js | 8.63 kB | 0% static/js/wide.js | 453 B | 0% static/js/workbox-window.prod.es5.js | 7.33 kB | 0% static/js/zh-Hans.js | 119.73 kB | 0% </div> </details> --- #### loot-core **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 5.27 MB | 0% <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker.JKo6NKKa.js | 5.27 MB | 0% </div> </details> --- #### api **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 2 | 3.89 MB | 0% <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- index.js | 3.89 MB | 0% models.js | 0 B | 0% </div> </details> --- #### cli **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 7.97 MB | 0% <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- cli.js | 7.97 MB | 0% </div> </details> --- #### crdt **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 41.83 kB | 0% <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- index.js | 41.83 kB | 0% </div> </details> </details> <!--- bundlestats-action-comment key:combined end ---> --- <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 10:57:03 -05:00
Sign in to join this conversation.
No Branch/Tag Specified
Branches Tags
Labels
Clear labels
AI generated
API
bank sync
budgeting
bug
can’t replicate
dependencies
docker
documentation
electron
experimental feature
feature
feedback
goal templates
good first issue
help wanted
importers
maintenance
needs info
needs testing
needs triage
needs votes
openid
payees
pull-request
Mirrored from GitHub Pull Request
 regression
reports
responsive
rules
schedules
server
✨ merged
split transactions
tech debt
theme
transaction import
transaction reconciliation
transactions
translations
upstream
user interface
✅ approved
wontfix
No Label pull-request
Milestone
No items
No Milestone
Projects
Clear projects
No project
Assignees
Clear assignees
GiteaMirror ninjasurge
No Assignees
1 Participants
Notifications
Due Date
No due date set.
Dependencies

No dependencies set.

Reference: github-starred/actual#49109
Delete Branch "%!s()"

Deleting a branch is permanent. Although the deleted branch may continue to exist for a short time before it actually gets removed, it CANNOT be undone in most cases. Continue?