[PR #4194] [MERGED] Spending Report: Fix budget category filtering #5252

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opened 2026-02-28 21:09:06 -06:00 by GiteaMirror · 0 comments
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/4194
Author: @CertifiKate
Created: 1/19/2025
Status: Merged
Merged: 1/22/2025
Merged by: @UnderKoen

Base: masterHead: Fix-Spending-Report-Budget-Filters


📝 Commits (5)

  • 3056c7c Spending: Fix budget comparison filters
  • 623df2b Add release notes
  • ba76d95 Spending Report: Fix linting, remove unused filters from budget filter options
  • 8a1ce45 Merge branch 'master' into Fix-Spending-Report-Budget-Filters
  • 68851dc enhance: add possibility for join between zero budget and category

📊 Changes

3 files changed (+18 additions, -2 deletions)

View changed files

📝 packages/desktop-client/src/components/reports/spreadsheets/spending-spreadsheet.ts (+11 -1)
📝 packages/loot-core/src/server/aql/schema/index.ts (+1 -1)
upcoming-release-notes/4194.md (+6 -0)

📄 Description

Fixes up the Spending Report category filters when comparing to the budget. Previously only worked for the category is filter. Now added support for other category filters (one of, not in, etc.)

Note that this does not fix the filters for contains, matches, or does not contain since they seem to create incompatible joins on the zero_budgets table so I'm simply filtering these options out for now.

Fixes #4044


🔄 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/4194 **Author:** [@CertifiKate](https://github.com/CertifiKate) **Created:** 1/19/2025 **Status:** ✅ Merged **Merged:** 1/22/2025 **Merged by:** [@UnderKoen](https://github.com/UnderKoen) **Base:** `master` ← **Head:** `Fix-Spending-Report-Budget-Filters` --- ### 📝 Commits (5) - [`3056c7c`](https://github.com/actualbudget/actual/commit/3056c7c9653d7a51b3592bb07d7f59c09c90432c) Spending: Fix budget comparison filters - [`623df2b`](https://github.com/actualbudget/actual/commit/623df2b95fb8eb32f43907006fced1ba21bb8b60) Add release notes - [`ba76d95`](https://github.com/actualbudget/actual/commit/ba76d957c2a6a6d9d6800329a0d24deae60a14b4) Spending Report: Fix linting, remove unused filters from budget filter options - [`8a1ce45`](https://github.com/actualbudget/actual/commit/8a1ce45ae8087f67c3e60113ec612fee0ce080af) Merge branch 'master' into Fix-Spending-Report-Budget-Filters - [`68851dc`](https://github.com/actualbudget/actual/commit/68851dc61da0ce153fa787547cc59ba4f0f34ebb) enhance: add possibility for join between zero budget and category ### 📊 Changes **3 files changed** (+18 additions, -2 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/reports/spreadsheets/spending-spreadsheet.ts` (+11 -1) 📝 `packages/loot-core/src/server/aql/schema/index.ts` (+1 -1) ➕ `upcoming-release-notes/4194.md` (+6 -0) </details> ### 📄 Description Fixes up the Spending Report category filters when comparing to the budget. Previously only worked for the category *is* filter. Now added support for other category filters (one of, not in, etc.) Note that this does not fix the filters for `contains`, `matches`, or `does not contain` since they seem to create incompatible joins on the zero_budgets table so I'm simply filtering these options out for now. Fixes #4044 --- <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 21:09:06 -06:00
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Reference: github-starred/actual#5252