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[PR #3792] [MERGED] Summary report #5060

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opened 2026-02-28 21:05:21 -06:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-02-28 21:05:21 -06:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/3792
Author: @lelemm
Created: 11/4/2024
Status: ✅ Merged
Merged: 11/21/2024
Merged by: @youngcw

Base: master ← Head: summary_card

📝 Commits (10+)

📊 Changes

14 files changed (+1298 additions, -2 deletions)

View changed files

📝 packages/desktop-client/src/components/reports/Overview.tsx (+13 -1)
📝 packages/desktop-client/src/components/reports/ReportRouter.tsx (+3 -0)
➕ packages/desktop-client/src/components/reports/SummaryNumber.tsx (+148 -0)
➕ packages/desktop-client/src/components/reports/reports/Summary.tsx (+569 -0)
➕ packages/desktop-client/src/components/reports/reports/SummaryCard.tsx (+148 -0)
➕ packages/desktop-client/src/components/reports/spreadsheets/summary-spreadsheet.ts (+290 -0)
➕ packages/desktop-client/src/icons/v2/CloseParenthesis.svg (+9 -0)
➕ packages/desktop-client/src/icons/v2/CloseParenthesis.tsx (+22 -0)
➕ packages/desktop-client/src/icons/v2/OpenParenthesis.svg (+9 -0)
➕ packages/desktop-client/src/icons/v2/OpenParenthesis.tsx (+22 -0)
➕ packages/desktop-client/src/icons/v2/Sum.svg (+11 -0)
➕ packages/desktop-client/src/icons/v2/Sum.tsx (+20 -0)
📝 packages/loot-core/src/types/models/dashboard.d.ts (+28 -1)
➕ upcoming-release-notes/3792.md (+6 -0)

📄 Description

A way to show only a sum of the filter applied to the card.

https://github.com/user-attachments/assets/6c744e9e-10b3-4546-adce-7f446f2464be

Possible new modes:

  • Show it as an average per transaction (on the filter)
  • Show it as an average per month (on the filter)
  • Sum of value of the filter / divisor made by another filter. Example: Expenses in restaurants / total of income

🔄 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/3792 **Author:** [@lelemm](https://github.com/lelemm) **Created:** 11/4/2024 **Status:** ✅ Merged **Merged:** 11/21/2024 **Merged by:** [@youngcw](https://github.com/youngcw) **Base:** `master` ← **Head:** `summary_card` --- ### 📝 Commits (10+) - [`56f601f`](https://github.com/actualbudget/actual/commit/56f601f101d44bf84161dd0fab18afd14325d8d7) Summary card report - [`a6db37e`](https://github.com/actualbudget/actual/commit/a6db37ebc71b79dfde01cd2358c855603674e26c) Apply suggestions from code rabbit - [`b80b336`](https://github.com/actualbudget/actual/commit/b80b33678ea0eb2956fb6d7729545eff2439b41b) Apply suggestions from code review - [`aa5fb0b`](https://github.com/actualbudget/actual/commit/aa5fb0b8f287a1e256079939bd49c4b86365aa19) MORE CODE RABBIT SUGGESTIONS - [`f180300`](https://github.com/actualbudget/actual/commit/f1803007050c51fc63c86cf07e6adca95dcaccab) typecheck fix - [`969e958`](https://github.com/actualbudget/actual/commit/969e9587bfc5df649d4a795f90da78d113d6e7f8) change view form the details page - [`ab241e4`](https://github.com/actualbudget/actual/commit/ab241e4789d70bc5d308ea62069fa596692288b7) added privacy filter - [`f8a9540`](https://github.com/actualbudget/actual/commit/f8a95409dab2b9bfbcffdbb50fa630db9fba99b3) Apply suggestions from code review - [`e056775`](https://github.com/actualbudget/actual/commit/e0567754790d0c078331ff4c677073aa3d6623d0) debounce - [`bc4b5da`](https://github.com/actualbudget/actual/commit/bc4b5daebc003d444b5c2c440c4536d341d556aa) Merge branch 'summary_card' of https://github.com/lelemm/actual into summary_card ### 📊 Changes **14 files changed** (+1298 additions, -2 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/reports/Overview.tsx` (+13 -1) 📝 `packages/desktop-client/src/components/reports/ReportRouter.tsx` (+3 -0) ➕ `packages/desktop-client/src/components/reports/SummaryNumber.tsx` (+148 -0) ➕ `packages/desktop-client/src/components/reports/reports/Summary.tsx` (+569 -0) ➕ `packages/desktop-client/src/components/reports/reports/SummaryCard.tsx` (+148 -0) ➕ `packages/desktop-client/src/components/reports/spreadsheets/summary-spreadsheet.ts` (+290 -0) ➕ `packages/desktop-client/src/icons/v2/CloseParenthesis.svg` (+9 -0) ➕ `packages/desktop-client/src/icons/v2/CloseParenthesis.tsx` (+22 -0) ➕ `packages/desktop-client/src/icons/v2/OpenParenthesis.svg` (+9 -0) ➕ `packages/desktop-client/src/icons/v2/OpenParenthesis.tsx` (+22 -0) ➕ `packages/desktop-client/src/icons/v2/Sum.svg` (+11 -0) ➕ `packages/desktop-client/src/icons/v2/Sum.tsx` (+20 -0) 📝 `packages/loot-core/src/types/models/dashboard.d.ts` (+28 -1) ➕ `upcoming-release-notes/3792.md` (+6 -0) </details> ### 📄 Description A way to show only a sum of the filter applied to the card. https://github.com/user-attachments/assets/6c744e9e-10b3-4546-adce-7f446f2464be Possible new modes: - Show it as an average per transaction (on the filter) - Show it as an average per month (on the filter) - Sum of value of the filter / divisor made by another filter. Example: Expenses in restaurants / total of income --- <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 21:05:21 -06:00
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Reference: github-starred/actual#5060
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