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[PR #2674] [CLOSED] [WIP] [Feature] Financial cashflow forecast #53753

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opened 2026-04-30 22:41:55 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-30 22:41:55 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/2674
Author: @nsulzer
Created: 4/27/2024
Status: ❌ Closed

Base: master ← Head: forecast

📝 Commits (10+)

  • 5d4a7b7 Cashflow forecast migrated from stale branch
  • 2008895 Cashflow forecast fixes
  • 463ba2d Cashflow forecast bug fixes and feature flag
  • e5fac42 Linting
  • 428f69e Fix single instance schedule bug
  • f766983 Merge branch 'cashflow-forecast' (early part) into forecast
  • cb1c261 Move forecast button right, minor fixes
  • e001aab Simplify graph generation and prettify.
  • 43ba3dd Fix duplicate current month
  • 03083f2 Merge branch 'master' into forecast

📊 Changes

15 files changed (+883 additions, -107 deletions)

View changed files

📝 packages/desktop-client/src/components/reports/Header.jsx (+71 -4)
📝 packages/desktop-client/src/components/reports/graphs/CashFlowGraph.tsx (+191 -16)
📝 packages/desktop-client/src/components/reports/reports/CashFlow.tsx (+95 -4)
📝 packages/desktop-client/src/components/reports/spreadsheets/cash-flow-spreadsheet.tsx (+474 -82)
📝 packages/desktop-client/src/components/settings/Experimental.tsx (+3 -0)
📝 packages/desktop-client/src/hooks/useFeatureFlag.ts (+1 -0)
📝 packages/desktop-client/src/style/themes/dark.ts (+2 -0)
📝 packages/desktop-client/src/style/themes/development.ts (+2 -0)
📝 packages/desktop-client/src/style/themes/light.ts (+2 -0)
📝 packages/desktop-client/src/style/themes/midnight.ts (+2 -0)
📝 packages/loot-core/src/server/budget/report.ts (+8 -0)
📝 packages/loot-core/src/server/main.ts (+2 -0)
📝 packages/loot-core/src/server/schedules/app.ts (+23 -0)
📝 packages/loot-core/src/server/schedules/types/handlers.ts (+5 -0)
📝 packages/loot-core/src/types/prefs.d.ts (+2 -1)

📄 Description

Attempt to contribute to #2673 to continue the conversation and get some feedback.

Most of it is based on on #2126, with the addition of forecast based on past averages, and a move to Recahrts. Average spending is based on the average of the relevant month in past years (so the June projection is the average of all June's). If there is no data, it will take the average of all available months.

I am extremely open to feedback. I hope this can help move the discussion along and work towards something good :)

🔄 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/2674 **Author:** [@nsulzer](https://github.com/nsulzer) **Created:** 4/27/2024 **Status:** ❌ Closed **Base:** `master` ← **Head:** `forecast` --- ### 📝 Commits (10+) - [`5d4a7b7`](https://github.com/actualbudget/actual/commit/5d4a7b748f5ea9b7dddd9e9ac2bd3e7a5b29743f) Cashflow forecast migrated from stale branch - [`2008895`](https://github.com/actualbudget/actual/commit/2008895b37b6ee50f84df180268ed0994a6dea29) Cashflow forecast fixes - [`463ba2d`](https://github.com/actualbudget/actual/commit/463ba2df91d6914f04ce096e270eac4f9b8271af) Cashflow forecast bug fixes and feature flag - [`e5fac42`](https://github.com/actualbudget/actual/commit/e5fac42a8e0459478b220fbdcf47c3a441adf7fa) Linting - [`428f69e`](https://github.com/actualbudget/actual/commit/428f69e35b25561304e33a89389ffccc7a61c252) Fix single instance schedule bug - [`f766983`](https://github.com/actualbudget/actual/commit/f766983148c69f20c0944a1ffeac59d9d519357d) Merge branch 'cashflow-forecast' (early part) into forecast - [`cb1c261`](https://github.com/actualbudget/actual/commit/cb1c261774643e00badd965b0892c35de3742646) Move forecast button right, minor fixes - [`e001aab`](https://github.com/actualbudget/actual/commit/e001aabc1cec310e84b4567c1ea42b619f6c9463) Simplify graph generation and prettify. - [`43ba3dd`](https://github.com/actualbudget/actual/commit/43ba3dda22e056c22cfd4ff51b1a9d700ae14b13) Fix duplicate current month - [`03083f2`](https://github.com/actualbudget/actual/commit/03083f27c1d828cabb28a66f8e34b695c15f8086) Merge branch 'master' into forecast ### 📊 Changes **15 files changed** (+883 additions, -107 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/reports/Header.jsx` (+71 -4) 📝 `packages/desktop-client/src/components/reports/graphs/CashFlowGraph.tsx` (+191 -16) 📝 `packages/desktop-client/src/components/reports/reports/CashFlow.tsx` (+95 -4) 📝 `packages/desktop-client/src/components/reports/spreadsheets/cash-flow-spreadsheet.tsx` (+474 -82) 📝 `packages/desktop-client/src/components/settings/Experimental.tsx` (+3 -0) 📝 `packages/desktop-client/src/hooks/useFeatureFlag.ts` (+1 -0) 📝 `packages/desktop-client/src/style/themes/dark.ts` (+2 -0) 📝 `packages/desktop-client/src/style/themes/development.ts` (+2 -0) 📝 `packages/desktop-client/src/style/themes/light.ts` (+2 -0) 📝 `packages/desktop-client/src/style/themes/midnight.ts` (+2 -0) 📝 `packages/loot-core/src/server/budget/report.ts` (+8 -0) 📝 `packages/loot-core/src/server/main.ts` (+2 -0) 📝 `packages/loot-core/src/server/schedules/app.ts` (+23 -0) 📝 `packages/loot-core/src/server/schedules/types/handlers.ts` (+5 -0) 📝 `packages/loot-core/src/types/prefs.d.ts` (+2 -1) </details> ### 📄 Description Attempt to contribute to #2673 to continue the conversation and get some feedback. Most of it is based on on #2126, with the addition of forecast based on past averages, and a move to Recahrts. Average spending is based on the average of the relevant month in past years (so the June projection is the average of all June's). If there is no data, it will take the average of all available months. I am extremely open to feedback. I hope this can help move the discussion along and work towards something good :) --- <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 2026-04-30 22:41:56 -05:00
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