[PR #7378] [MERGED] [AI] Fix CLI accounts list: compute balances, hide closed, sort by group #56423

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opened 2026-05-01 04:17:20 -05:00 by GiteaMirror · 0 comments
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/7378
Author: @MatissJanis
Created: 4/4/2026
Status: Merged
Merged: 4/7/2026
Merged by: @MatissJanis

Base: masterHead: cli-accounts-list-improvements


📝 Commits (6)

  • 0eb1a93 [AI] Fix accounts list: compute balances, hide closed, sort by budget group
  • b993c47 [AI] Extract duplicate isRecord type guard to shared utils
  • ddd71c3 [AI] Add types condition to api package exports for tsc resolution
  • d48e8c2 Update packages/cli/src/commands/query.ts
  • 1db233d [AI] Add balance_available/balance_limit to AMOUNT_FIELDS, validate query result.data
  • f01beb2 [AI] Merge master into cli-accounts-list-improvements

📊 Changes

13 files changed (+262 additions, -32 deletions)

View changed files

📝 packages/api/package.json (+1 -0)
📝 packages/cli/README.md (+25 -3)
📝 packages/cli/src/commands/accounts.test.ts (+70 -3)
📝 packages/cli/src/commands/accounts.ts (+25 -4)
📝 packages/cli/src/commands/budgets.ts (+8 -2)
📝 packages/cli/src/commands/query.test.ts (+19 -0)
📝 packages/cli/src/commands/query.ts (+17 -7)
📝 packages/cli/src/config.ts (+2 -4)
📝 packages/cli/src/output.test.ts (+42 -0)
📝 packages/cli/src/output.ts (+29 -4)
📝 packages/cli/src/utils.ts (+4 -0)
📝 packages/docs/docs/api/cli.md (+14 -5)
upcoming-release-notes/7378.md (+6 -0)

📄 Description

Description

Small improvements to the cli:

  • fix local types in "@actual-app/api" (previous everything was "Promise")
  • account list returns real, calculated balance
  • account list filters out the closed accounts by default
  • display human-friendly amount values
  • added extra instructions for LLMs

n/a

Testing

actual-cli accounts list --format table

Checklist

  • Release notes added (see link above)
  • No obvious regressions in affected areas
  • Self-review has been performed - I understand what each change in the code does and why it is needed

Bundle Stats

Bundle Files count Total bundle size % Changed
desktop-client 27 12.85 MB → 12.4 MB (-454.42 kB) -3.45%
loot-core 1 4.84 MB → 4.84 MB (-23 B) -0.00%
api 1 3.83 MB → 3.83 MB (-23 B) -0.00%
cli 1 7.88 MB → 7.89 MB (+1.45 kB) +0.02%
View detailed bundle stats

desktop-client

Total

Files count Total bundle size % Changed
27 12.85 MB → 12.4 MB (-454.42 kB) -3.45%
Changeset
File Δ Size
home/runner/work/actual/actual/packages/loot-core/src/shared/schedules.ts 📉 -33 B (-0.30%) 10.72 kB → 10.69 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
static/js/theme.js 485.18 kB → 30.79 kB (-454.39 kB) -93.65%
static/js/useTransactionBatchActions.js 4.33 MB → 4.33 MB (-33 B) -0.00%

Unchanged

Asset File Size % Changed
static/js/index.js 3.31 MB 0%
static/js/BackgroundImage.js 121.09 kB 0%
static/js/FormulaEditor.js 852.77 kB 0%
static/js/ReportRouter.js 1.17 MB 0%
static/js/TransactionList.js 82.49 kB 0%
static/js/ca.js 190.11 kB 0%
static/js/da.js 104.66 kB 0%
static/js/de.js 174.79 kB 0%
static/js/en-GB.js 7.16 kB 0%
static/js/en.js 173.2 kB 0%
static/js/es.js 182.18 kB 0%
static/js/fr.js 177.47 kB 0%
static/js/indexeddb-main-thread-worker-e59fee74.js 13.46 kB 0%
static/js/it.js 166.25 kB 0%
static/js/narrow.js 363.02 kB 0%
static/js/nb-NO.js 152.2 kB 0%
static/js/nl.js 108.93 kB 0%
static/js/pl.js 88.34 kB 0%
static/js/pt-BR.js 177.84 kB 0%
static/js/resize-observer.js 18.06 kB 0%
static/js/th.js 179.94 kB 0%
static/js/uk.js 213.14 kB 0%
static/js/wide.js 295 B 0%
static/js/workbox-window.prod.es5.js 7.33 kB 0%
static/js/zh-Hans.js 94.19 kB 0%

loot-core

Total

Files count Total bundle size % Changed
1 4.84 MB → 4.84 MB (-23 B) -0.00%
Changeset
File Δ Size
home/runner/work/actual/actual/packages/loot-core/src/server/schedules/app.ts 📉 -23 B (-0.19%) 11.92 kB → 11.9 kB
View detailed bundle breakdown

Added

Asset File Size % Changed
kcab.worker.BY4uPmO4.js 0 B → 4.84 MB (+4.84 MB) -

Removed

Asset File Size % Changed
kcab.worker.BFgnXIH6.js 4.84 MB → 0 B (-4.84 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 3.83 MB → 3.83 MB (-23 B) -0.00%
Changeset
File Δ Size
home/runner/work/actual/actual/packages/loot-core/src/server/schedules/app.ts 📉 -23 B (-0.19%) 11.68 kB → 11.66 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
index.js 3.83 MB → 3.83 MB (-23 B) -0.00%

Unchanged
No assets were unchanged


cli

Total

Files count Total bundle size % Changed
1 7.88 MB → 7.89 MB (+1.45 kB) +0.02%
Changeset
File Δ Size
src/utils.ts 📈 +141 B (+30.99%) 455 B → 596 B
src/output.ts 📈 +427 B (+23.78%) 1.75 kB → 2.17 kB
src/commands/accounts.ts 📈 +463 B (+13.78%) 3.28 kB → 3.73 kB
src/commands/query.ts 📈 +556 B (+6.06%) 8.96 kB → 9.5 kB
src/commands/budgets.ts 📈 +44 B (+1.22%) 3.51 kB → 3.56 kB
src/config.ts 📉 -145 B (-6.23%) 2.27 kB → 2.13 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
cli.js 7.88 MB → 7.89 MB (+1.45 kB) +0.02%

Smaller
No assets were smaller

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/7378 **Author:** [@MatissJanis](https://github.com/MatissJanis) **Created:** 4/4/2026 **Status:** ✅ Merged **Merged:** 4/7/2026 **Merged by:** [@MatissJanis](https://github.com/MatissJanis) **Base:** `master` ← **Head:** `cli-accounts-list-improvements` --- ### 📝 Commits (6) - [`0eb1a93`](https://github.com/actualbudget/actual/commit/0eb1a93a617585d8fdfc704cebd3f7502ee29e04) [AI] Fix accounts list: compute balances, hide closed, sort by budget group - [`b993c47`](https://github.com/actualbudget/actual/commit/b993c476ca45cd1a87621ef95bb3cfec138182d5) [AI] Extract duplicate isRecord type guard to shared utils - [`ddd71c3`](https://github.com/actualbudget/actual/commit/ddd71c37397b683539d5232c5fdb0ca56845abf9) [AI] Add types condition to api package exports for tsc resolution - [`d48e8c2`](https://github.com/actualbudget/actual/commit/d48e8c210f68fa450f83379e839fbee868540031) Update packages/cli/src/commands/query.ts - [`1db233d`](https://github.com/actualbudget/actual/commit/1db233df1b7313fca300647d4b378541f8756075) [AI] Add balance_available/balance_limit to AMOUNT_FIELDS, validate query result.data - [`f01beb2`](https://github.com/actualbudget/actual/commit/f01beb276989a6412daf9129dfacc2007ef9b143) [AI] Merge master into cli-accounts-list-improvements ### 📊 Changes **13 files changed** (+262 additions, -32 deletions) <details> <summary>View changed files</summary> 📝 `packages/api/package.json` (+1 -0) 📝 `packages/cli/README.md` (+25 -3) 📝 `packages/cli/src/commands/accounts.test.ts` (+70 -3) 📝 `packages/cli/src/commands/accounts.ts` (+25 -4) 📝 `packages/cli/src/commands/budgets.ts` (+8 -2) 📝 `packages/cli/src/commands/query.test.ts` (+19 -0) 📝 `packages/cli/src/commands/query.ts` (+17 -7) 📝 `packages/cli/src/config.ts` (+2 -4) 📝 `packages/cli/src/output.test.ts` (+42 -0) 📝 `packages/cli/src/output.ts` (+29 -4) 📝 `packages/cli/src/utils.ts` (+4 -0) 📝 `packages/docs/docs/api/cli.md` (+14 -5) ➕ `upcoming-release-notes/7378.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. --> ## Description <!-- What does this PR do? Why is it needed? Please give context on the "why?": why do we need this change? What problem is it solving for you?--> Small improvements to the cli: - fix local types in "@actual-app/api" (previous everything was "Promise<any>") - account list returns real, calculated balance - account list filters out the closed accounts by default - display human-friendly amount values - added extra instructions for LLMs ## Related issue(s) <!-- e.g. Fixes #123, Relates to #456 --> n/a ## Testing <!-- What did you test? How can we reproduce the issue you are fixing or how can we test the feature you built? --> ``` actual-cli accounts list --format table ``` ## Checklist - [x] Release notes added (see link above) - [x] No obvious regressions in affected areas - [x] Self-review has been performed - I understand what each change in the code does and why it is needed <!--- actual-bot-sections ---> <!--- bundlestats-action-comment key:combined start ---> ### Bundle Stats Bundle | Files count | Total bundle size | % Changed ------ | ----------- | ----------------- | --------- desktop-client | 27 | 12.85 MB → 12.4 MB (-454.42 kB) | -3.45% loot-core | 1 | 4.84 MB → 4.84 MB (-23 B) | -0.00% api | 1 | 3.83 MB → 3.83 MB (-23 B) | -0.00% cli | 1 | 7.88 MB → 7.89 MB (+1.45 kB) | +0.02% <details> <summary>View detailed bundle stats</summary> #### desktop-client **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 27 | 12.85 MB → 12.4 MB (-454.42 kB) | -3.45% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `home/runner/work/actual/actual/packages/loot-core/src/shared/schedules.ts` | 📉 -33 B (-0.30%) | 10.72 kB → 10.69 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 ----- | --------- | --------- static/js/theme.js | 485.18 kB → 30.79 kB (-454.39 kB) | -93.65% static/js/useTransactionBatchActions.js | 4.33 MB → 4.33 MB (-33 B) | -0.00% **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- static/js/index.js | 3.31 MB | 0% static/js/BackgroundImage.js | 121.09 kB | 0% static/js/FormulaEditor.js | 852.77 kB | 0% static/js/ReportRouter.js | 1.17 MB | 0% static/js/TransactionList.js | 82.49 kB | 0% static/js/ca.js | 190.11 kB | 0% static/js/da.js | 104.66 kB | 0% static/js/de.js | 174.79 kB | 0% static/js/en-GB.js | 7.16 kB | 0% static/js/en.js | 173.2 kB | 0% static/js/es.js | 182.18 kB | 0% static/js/fr.js | 177.47 kB | 0% static/js/indexeddb-main-thread-worker-e59fee74.js | 13.46 kB | 0% static/js/it.js | 166.25 kB | 0% static/js/narrow.js | 363.02 kB | 0% static/js/nb-NO.js | 152.2 kB | 0% static/js/nl.js | 108.93 kB | 0% static/js/pl.js | 88.34 kB | 0% static/js/pt-BR.js | 177.84 kB | 0% static/js/resize-observer.js | 18.06 kB | 0% static/js/th.js | 179.94 kB | 0% static/js/uk.js | 213.14 kB | 0% static/js/wide.js | 295 B | 0% static/js/workbox-window.prod.es5.js | 7.33 kB | 0% static/js/zh-Hans.js | 94.19 kB | 0% </div> </details> --- #### loot-core **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 4.84 MB → 4.84 MB (-23 B) | -0.00% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `home/runner/work/actual/actual/packages/loot-core/src/server/schedules/app.ts` | 📉 -23 B (-0.19%) | 11.92 kB → 11.9 kB </details> <details> <summary>View detailed bundle breakdown</summary> <div> **Added** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker.BY4uPmO4.js | 0 B → 4.84 MB (+4.84 MB) | - **Removed** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker.BFgnXIH6.js | 4.84 MB → 0 B (-4.84 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 | 3.83 MB → 3.83 MB (-23 B) | -0.00% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `home/runner/work/actual/actual/packages/loot-core/src/server/schedules/app.ts` | 📉 -23 B (-0.19%) | 11.68 kB → 11.66 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 ----- | --------- | --------- index.js | 3.83 MB → 3.83 MB (-23 B) | -0.00% **Unchanged** No assets were unchanged </div> </details> --- #### cli **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 7.88 MB → 7.89 MB (+1.45 kB) | +0.02% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/utils.ts` | 📈 +141 B (+30.99%) | 455 B → 596 B `src/output.ts` | 📈 +427 B (+23.78%) | 1.75 kB → 2.17 kB `src/commands/accounts.ts` | 📈 +463 B (+13.78%) | 3.28 kB → 3.73 kB `src/commands/query.ts` | 📈 +556 B (+6.06%) | 8.96 kB → 9.5 kB `src/commands/budgets.ts` | 📈 +44 B (+1.22%) | 3.51 kB → 3.56 kB `src/config.ts` | 📉 -145 B (-6.23%) | 2.27 kB → 2.13 kB </details> <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** Asset | File Size | % Changed ----- | --------- | --------- cli.js | 7.88 MB → 7.89 MB (+1.45 kB) | +0.02% **Smaller** No assets were smaller **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 04:17:21 -05:00
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Reference: github-starred/actual#56423