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[PR #4815] [MERGED] Add upcoming/missed/due schedules indicator on budget table (based on category schedule templates) #5594

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opened 2026-02-28 21:15:01 -06:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-02-28 21:15:01 -06:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/4815
Author: @joel-jeremy
Created: 4/15/2025
Status: ✅ Merged
Merged: 5/12/2025
Merged by: @joel-jeremy

Base: master ← Head: category-schedule-template-indicators

📝 Commits (10+)

  • 7bbc504 Add upcoming/missed/due schedules indicator on budget table (based on category schedule templates)
  • e6bdee2 Rename hook
  • a47148d Fix typecheck error
  • f690d11 Update packages/desktop-client/src/components/budget/SidebarCategory.tsx
  • 9776055 Use category goal_def instead of reparsing notes
  • 89d7b0e Fix lint and typecheck error
  • 0933446 Fix lint error
  • 5f1a13a Update type
  • b466903 Handle doal_def parse errors
  • 91f1813 Only show schedule status on month of the schedule's next date

📊 Changes

16 files changed (+589 additions, -110 deletions)

View changed files

📝 packages/desktop-client/src/components/budget/BalanceWithCarryover.tsx (+3 -3)
📝 packages/desktop-client/src/components/budget/BudgetTable.tsx (+24 -17)
📝 packages/desktop-client/src/components/budget/SidebarCategory.tsx (+4 -13)
📝 packages/desktop-client/src/components/budget/envelope/EnvelopeBudgetComponents.tsx (+52 -2)
📝 packages/desktop-client/src/components/budget/tracking/TrackingBudgetComponents.tsx (+52 -2)
📝 packages/desktop-client/src/components/mobile/budget/BudgetTable.jsx (+17 -11)
📝 packages/desktop-client/src/components/mobile/budget/CategoryTransactions.tsx (+64 -36)
📝 packages/desktop-client/src/components/mobile/budget/ExpenseCategoryListItem.tsx (+2 -0)
📝 packages/desktop-client/src/components/mobile/budget/SpentCell.tsx (+65 -25)
📝 packages/desktop-client/src/components/modals/EnvelopeBalanceMenuModal.tsx (+1 -1)
➕ packages/desktop-client/src/hooks/useCategoryPreviewTransactions.ts (+47 -0)
➕ packages/desktop-client/src/hooks/useCategoryScheduleGoalTemplateIndicator.ts (+140 -0)
➕ packages/desktop-client/src/hooks/useCategoryScheduleGoalTemplates.ts (+95 -0)
📝 packages/loot-core/src/shared/months.ts (+16 -0)
📝 packages/loot-core/src/types/models/category.ts (+1 -0)
➕ upcoming-release-notes/4815.md (+6 -0)

📄 Description

Show upconming, due, or missed schedules to help users with budget decisions

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🔄 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/4815 **Author:** [@joel-jeremy](https://github.com/joel-jeremy) **Created:** 4/15/2025 **Status:** ✅ Merged **Merged:** 5/12/2025 **Merged by:** [@joel-jeremy](https://github.com/joel-jeremy) **Base:** `master` ← **Head:** `category-schedule-template-indicators` --- ### 📝 Commits (10+) - [`7bbc504`](https://github.com/actualbudget/actual/commit/7bbc5043d2944ebb276ad7764d5ce929f4cce29c) Add upcoming/missed/due schedules indicator on budget table (based on category schedule templates) - [`e6bdee2`](https://github.com/actualbudget/actual/commit/e6bdee2a55ddf09aaa3cbaace24b1ee8ec38e973) Rename hook - [`a47148d`](https://github.com/actualbudget/actual/commit/a47148de3e83ba3ff6b225ca0a863da45601095b) Fix typecheck error - [`f690d11`](https://github.com/actualbudget/actual/commit/f690d112af19f300b249be82a3e6beb6faf38f85) Update packages/desktop-client/src/components/budget/SidebarCategory.tsx - [`9776055`](https://github.com/actualbudget/actual/commit/977605503af7c69d8d45b8d9df67eac75f116d7b) Use category goal_def instead of reparsing notes - [`89d7b0e`](https://github.com/actualbudget/actual/commit/89d7b0e1a86d94abba7696e0f7c88149dcaf5bf1) Fix lint and typecheck error - [`0933446`](https://github.com/actualbudget/actual/commit/09334460bcadb416d5f879ce6ffa56f95c3f2fe1) Fix lint error - [`5f1a13a`](https://github.com/actualbudget/actual/commit/5f1a13af3fd0f010d7cf23e987cd180802b1d180) Update type - [`b466903`](https://github.com/actualbudget/actual/commit/b466903f2daa38e149b2d585ac95686e7971c78e) Handle doal_def parse errors - [`91f1813`](https://github.com/actualbudget/actual/commit/91f1813aa4d23ac58587671f1aa4bf8090c18606) Only show schedule status on month of the schedule's next date ### 📊 Changes **16 files changed** (+589 additions, -110 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/budget/BalanceWithCarryover.tsx` (+3 -3) 📝 `packages/desktop-client/src/components/budget/BudgetTable.tsx` (+24 -17) 📝 `packages/desktop-client/src/components/budget/SidebarCategory.tsx` (+4 -13) 📝 `packages/desktop-client/src/components/budget/envelope/EnvelopeBudgetComponents.tsx` (+52 -2) 📝 `packages/desktop-client/src/components/budget/tracking/TrackingBudgetComponents.tsx` (+52 -2) 📝 `packages/desktop-client/src/components/mobile/budget/BudgetTable.jsx` (+17 -11) 📝 `packages/desktop-client/src/components/mobile/budget/CategoryTransactions.tsx` (+64 -36) 📝 `packages/desktop-client/src/components/mobile/budget/ExpenseCategoryListItem.tsx` (+2 -0) 📝 `packages/desktop-client/src/components/mobile/budget/SpentCell.tsx` (+65 -25) 📝 `packages/desktop-client/src/components/modals/EnvelopeBalanceMenuModal.tsx` (+1 -1) ➕ `packages/desktop-client/src/hooks/useCategoryPreviewTransactions.ts` (+47 -0) ➕ `packages/desktop-client/src/hooks/useCategoryScheduleGoalTemplateIndicator.ts` (+140 -0) ➕ `packages/desktop-client/src/hooks/useCategoryScheduleGoalTemplates.ts` (+95 -0) 📝 `packages/loot-core/src/shared/months.ts` (+16 -0) 📝 `packages/loot-core/src/types/models/category.ts` (+1 -0) ➕ `upcoming-release-notes/4815.md` (+6 -0) </details> ### 📄 Description <!-- Thank you for submitting a pull request! Make sure to follow the instructions to write release notes for your PR — it should only take a minute or two: https://github.com/actualbudget/docs#writing-good-release-notes. Try running yarn generate:release-notes *before* pushing your PR for an interactive experience. --> Show upconming, due, or missed schedules to help users with budget decisions ![image](https://github.com/user-attachments/assets/45e4ca6d-6522-4c6e-a36c-3dcd253e0526) ![image](https://github.com/user-attachments/assets/5b4f905a-5c49-414c-b764-820a364aa737) ![image](https://github.com/user-attachments/assets/eb42279e-d0e7-40f0-8a27-142614838bd8) --- <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 21:15:01 -06:00
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