[PR #4617] [CLOSED] [Goals] POC of getting the total template amount. #5486

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opened 2026-02-28 21:13:15 -06:00 by GiteaMirror · 0 comments
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/4617
Author: @youngcw
Created: 3/12/2025
Status: Closed

Base: masterHead: youngcw/templates-total


📝 Commits (10+)

📊 Changes

11 files changed (+509 additions, -206 deletions)

View changed files

📝 packages/desktop-client/src/components/budget/envelope/budgetsummary/BudgetMonthMenu.tsx (+9 -0)
📝 packages/desktop-client/src/components/budget/envelope/budgetsummary/BudgetSummary.tsx (+9 -0)
📝 packages/loot-core/src/client/queries/queriesSlice.ts (+15 -0)
📝 packages/loot-core/src/server/budget/app.ts (+4 -0)
📝 packages/loot-core/src/server/budget/base.ts (+26 -189)
📝 packages/loot-core/src/server/budget/categoryTemplate.ts (+9 -7)
📝 packages/loot-core/src/server/budget/envelope.ts (+177 -0)
📝 packages/loot-core/src/server/budget/goaltemplates.ts (+50 -1)
📝 packages/loot-core/src/server/budget/report.ts (+200 -9)
📝 packages/loot-core/src/server/budget/types/handlers.d.ts (+4 -0)
upcoming-release-notes/4567.md (+6 -0)

📄 Description

This is a POC showing that we can get the total template amount. It would be better in a tooltip or something, but a button works for the moment.

Any ideas on where we could add this information in the budget?


🔄 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/4617 **Author:** [@youngcw](https://github.com/youngcw) **Created:** 3/12/2025 **Status:** ❌ Closed **Base:** `master` ← **Head:** `youngcw/templates-total` --- ### 📝 Commits (10+) - [`05ebd2b`](https://github.com/actualbudget/actual/commit/05ebd2bb96d484a41b17c734df1e25f169894007) Alternative solution - [`18386c5`](https://github.com/actualbudget/actual/commit/18386c51a2301f5c6c1545f68f5c1134d7beb30a) tests - [`3198e19`](https://github.com/actualbudget/actual/commit/3198e1979ccaf39bc0efb6076cebc8550fe134d2) a bit better, but now categories can be weird - [`eb27237`](https://github.com/actualbudget/actual/commit/eb27237231db0caf208a2b664d56d097e6b6db9b) working, I think - [`09de42b`](https://github.com/actualbudget/actual/commit/09de42bc9aa2086103328b71499fd2c3a9535175) almost there - [`d0d6126`](https://github.com/actualbudget/actual/commit/d0d6126f8144fbd192852b8125529ed851bcfb50) I was making it harder than it needed to be - [`808b9c9`](https://github.com/actualbudget/actual/commit/808b9c9bd34a74c2461a9fa234463ad7b403e7f3) Update VRT - [`f893e45`](https://github.com/actualbudget/actual/commit/f893e45fce9e430549e52afe8104e4bc6686e2fa) note - [`92ba743`](https://github.com/actualbudget/actual/commit/92ba743ad8925ef6b247e9794622de7ca042872f) note - [`3c1cd66`](https://github.com/actualbudget/actual/commit/3c1cd66ae0a5fa63fda36112aab31a82a2e9483d) Separating logic from envelope and report to keep envelope as it was ### 📊 Changes **11 files changed** (+509 additions, -206 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/budget/envelope/budgetsummary/BudgetMonthMenu.tsx` (+9 -0) 📝 `packages/desktop-client/src/components/budget/envelope/budgetsummary/BudgetSummary.tsx` (+9 -0) 📝 `packages/loot-core/src/client/queries/queriesSlice.ts` (+15 -0) 📝 `packages/loot-core/src/server/budget/app.ts` (+4 -0) 📝 `packages/loot-core/src/server/budget/base.ts` (+26 -189) 📝 `packages/loot-core/src/server/budget/categoryTemplate.ts` (+9 -7) 📝 `packages/loot-core/src/server/budget/envelope.ts` (+177 -0) 📝 `packages/loot-core/src/server/budget/goaltemplates.ts` (+50 -1) 📝 `packages/loot-core/src/server/budget/report.ts` (+200 -9) 📝 `packages/loot-core/src/server/budget/types/handlers.d.ts` (+4 -0) ➕ `upcoming-release-notes/4567.md` (+6 -0) </details> ### 📄 Description This is a POC showing that we can get the total template amount. It would be better in a tooltip or something, but a button works for the moment. Any ideas on where we could add this information in the budget? --- <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 21:13:15 -06:00
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Reference: github-starred/actual#5486