[PR #6922] [MERGED] [Goals] fix tracking budget balance carryover for templates #56122

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opened 2026-05-01 03:42:33 -05:00 by GiteaMirror · 0 comments
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/6922
Author: @youngcw
Created: 2/9/2026
Status: Merged
Merged: 2/11/2026
Merged by: @youngcw

Base: masterHead: youngcw/fix-tracking-templates


📝 Commits (4)

📊 Changes

3 files changed (+24 additions, -9 deletions)

View changed files

📝 packages/loot-core/src/server/budget/category-template-context.test.ts (+9 -0)
📝 packages/loot-core/src/server/budget/category-template-context.ts (+9 -9)
upcoming-release-notes/6922.md (+6 -0)

📄 Description

Fix this discord comment https://discord.com/channels/937901803608096828/1470510871326232627

Im a little surprised this never came up before. Tracking budget expense categories were entirely unhandled in regards to what to count as rolled forward funds.


Bundle Stats

Bundle Files count Total bundle size % Changed
desktop-client 27 14.47 MB 0%
loot-core 1 5.86 MB → 5.86 MB (-30 B) -0.00%
api 1 4.39 MB → 4.39 MB (-18 B) -0.00%
View detailed bundle stats

desktop-client

Total

Files count Total bundle size % Changed
27 14.47 MB 0%
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger
No assets were bigger

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
static/js/index.js 9.33 MB 0%
static/js/indexeddb-main-thread-worker-e59fee74.js 12.94 kB 0%
static/js/workbox-window.prod.es5.js 5.64 kB 0%
static/js/da.js 106.62 kB 0%
static/js/de.js 178.39 kB 0%
static/js/en-GB.js 7.18 kB 0%
static/js/en.js 164.55 kB 0%
static/js/es.js 173.83 kB 0%
static/js/fr.js 179.62 kB 0%
static/js/it.js 171.44 kB 0%
static/js/nb-NO.js 157.23 kB 0%
static/js/nl.js 106.65 kB 0%
static/js/pl.js 88.64 kB 0%
static/js/pt-BR.js 154.57 kB 0%
static/js/sv.js 78.2 kB 0%
static/js/th.js 182.35 kB 0%
static/js/uk.js 215.11 kB 0%
static/js/resize-observer.js 18.37 kB 0%
static/js/BackgroundImage.js 120.54 kB 0%
static/js/ReportRouter.js 1.11 MB 0%
static/js/narrow.js 640.46 kB 0%
static/js/TransactionList.js 105.97 kB 0%
static/js/wide.js 160.07 kB 0%
static/js/AppliedFilters.js 9.71 kB 0%
static/js/usePayeeRuleCounts.js 11.79 kB 0%
static/js/useTransactionBatchActions.js 13.23 kB 0%
static/js/FormulaEditor.js 1.04 MB 0%

loot-core

Total

Files count Total bundle size % Changed
1 5.86 MB → 5.86 MB (-30 B) -0.00%
Changeset
File Δ Size
home/runner/work/actual/actual/packages/loot-core/src/server/budget/category-template-context.ts 📉 -30 B (-0.13%) 22.91 kB → 22.88 kB
View detailed bundle breakdown

Added

Asset File Size % Changed
kcab.worker.D5iIikwj.js 0 B → 5.86 MB (+5.86 MB) -

Removed

Asset File Size % Changed
kcab.worker.G2jIa5TY.js 5.86 MB → 0 B (-5.86 MB) -100%

Bigger
No assets were bigger

Smaller
No assets were smaller

Unchanged
No assets were unchanged


api

Total

Files count Total bundle size % Changed
1 4.39 MB → 4.39 MB (-18 B) -0.00%
Changeset
File Δ Size
src/server/budget/category-template-context.ts 📉 -18 B (-0.09%) 20.45 kB → 20.43 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger
No assets were bigger

Smaller

Asset File Size % Changed
bundle.api.js 4.39 MB → 4.39 MB (-18 B) -0.00%

Unchanged
No assets were unchanged


🔄 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/6922 **Author:** [@youngcw](https://github.com/youngcw) **Created:** 2/9/2026 **Status:** ✅ Merged **Merged:** 2/11/2026 **Merged by:** [@youngcw](https://github.com/youngcw) **Base:** `master` ← **Head:** `youngcw/fix-tracking-templates` --- ### 📝 Commits (4) - [`b2be4da`](https://github.com/actualbudget/actual/commit/b2be4dab2369d060704330dda9168be524921d7a) fix tracking budget balance carryover for templates - [`08b90b9`](https://github.com/actualbudget/actual/commit/08b90b943565c371dd69871bf2fe12f0301641d2) Add release notes for PR #6922 - [`d18f5ae`](https://github.com/actualbudget/actual/commit/d18f5ae8562e4bf5353cd882bc3a5101fb38a71e) fix note - [`bd91dd5`](https://github.com/actualbudget/actual/commit/bd91dd558e26bd2ca0245212975c39f051f6e172) fix tests ### 📊 Changes **3 files changed** (+24 additions, -9 deletions) <details> <summary>View changed files</summary> 📝 `packages/loot-core/src/server/budget/category-template-context.test.ts` (+9 -0) 📝 `packages/loot-core/src/server/budget/category-template-context.ts` (+9 -9) ➕ `upcoming-release-notes/6922.md` (+6 -0) </details> ### 📄 Description Fix this discord comment https://discord.com/channels/937901803608096828/1470510871326232627 Im a little surprised this never came up before. Tracking budget expense categories were entirely unhandled in regards to what to count as rolled forward funds. <!--- actual-bot-sections ---> <hr /> <!--- bundlestats-action-comment key:combined start ---> ### Bundle Stats Bundle | Files count | Total bundle size | % Changed ------ | ----------- | ----------------- | --------- desktop-client | 27 | 14.47 MB | 0% loot-core | 1 | 5.86 MB → 5.86 MB (-30 B) | -0.00% api | 1 | 4.39 MB → 4.39 MB (-18 B) | -0.00% <details> <summary>View detailed bundle stats</summary> #### desktop-client **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 27 | 14.47 MB | 0% <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- static/js/index.js | 9.33 MB | 0% static/js/indexeddb-main-thread-worker-e59fee74.js | 12.94 kB | 0% static/js/workbox-window.prod.es5.js | 5.64 kB | 0% static/js/da.js | 106.62 kB | 0% static/js/de.js | 178.39 kB | 0% static/js/en-GB.js | 7.18 kB | 0% static/js/en.js | 164.55 kB | 0% static/js/es.js | 173.83 kB | 0% static/js/fr.js | 179.62 kB | 0% static/js/it.js | 171.44 kB | 0% static/js/nb-NO.js | 157.23 kB | 0% static/js/nl.js | 106.65 kB | 0% static/js/pl.js | 88.64 kB | 0% static/js/pt-BR.js | 154.57 kB | 0% static/js/sv.js | 78.2 kB | 0% static/js/th.js | 182.35 kB | 0% static/js/uk.js | 215.11 kB | 0% static/js/resize-observer.js | 18.37 kB | 0% static/js/BackgroundImage.js | 120.54 kB | 0% static/js/ReportRouter.js | 1.11 MB | 0% static/js/narrow.js | 640.46 kB | 0% static/js/TransactionList.js | 105.97 kB | 0% static/js/wide.js | 160.07 kB | 0% static/js/AppliedFilters.js | 9.71 kB | 0% static/js/usePayeeRuleCounts.js | 11.79 kB | 0% static/js/useTransactionBatchActions.js | 13.23 kB | 0% static/js/FormulaEditor.js | 1.04 MB | 0% </div> </details> --- #### loot-core **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 5.86 MB → 5.86 MB (-30 B) | -0.00% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `home/runner/work/actual/actual/packages/loot-core/src/server/budget/category-template-context.ts` | 📉 -30 B (-0.13%) | 22.91 kB → 22.88 kB </details> <details> <summary>View detailed bundle breakdown</summary> <div> **Added** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker.D5iIikwj.js | 0 B → 5.86 MB (+5.86 MB) | - **Removed** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker.G2jIa5TY.js | 5.86 MB → 0 B (-5.86 MB) | -100% **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** No assets were unchanged </div> </details> --- #### api **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 4.39 MB → 4.39 MB (-18 B) | -0.00% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/server/budget/category-template-context.ts` | 📉 -18 B (-0.09%) | 20.45 kB → 20.43 kB </details> <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** No assets were bigger **Smaller** Asset | File Size | % Changed ----- | --------- | --------- bundle.api.js | 4.39 MB → 4.39 MB (-18 B) | -0.00% **Unchanged** No assets were unchanged </div> </details> </details> <!--- bundlestats-action-comment key:combined end ---> --- <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 2026-05-01 03:42:33 -05:00
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Reference: github-starred/actual#56122