[PR #5282] [MERGED] enhancement: add interval selector for net worth report #5857

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opened 2026-02-28 21:19:55 -06:00 by GiteaMirror · 0 comments
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/5282
Author: @SaiPratyush
Created: 7/4/2025
Status: Merged
Merged: 7/11/2025
Merged by: @youngcw

Base: masterHead: nw-daily


📝 Commits (10+)

  • 353757b feat: add interval selector for net worth graph
  • af630c6 docs: add release notes
  • 4788b7a chore: reformat code
  • f850bb5 fix: resolve review comments
  • fa92570 Update VRT
  • 9c0005b chore: dummy commit
  • 5e6d04d feat: handle intervals in net worth card
  • 8e11b8e fix: handle date ranges inclusively
  • 7e6fb73 fix: enhance date formatting and normalise x-axis tick size
  • fa7e649 [autofix.ci] apply automated fixes

📊 Changes

16 files changed (+390 additions, -165 deletions)

View changed files

📝 packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-cash-flow-graph-and-checks-visuals-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-cash-flow-graph-and-checks-visuals-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-cash-flow-graph-and-checks-visuals-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-and-cash-flow-reports-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-and-cash-flow-reports-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-and-cash-flow-reports-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-graph-and-checks-visuals-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-graph-and-checks-visuals-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-graph-and-checks-visuals-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/src/components/reports/Header.tsx (+138 -127)
📝 packages/desktop-client/src/components/reports/graphs/NetWorthGraph.tsx (+25 -2)
📝 packages/desktop-client/src/components/reports/reports/NetWorth.tsx (+74 -4)
📝 packages/desktop-client/src/components/reports/reports/NetWorthCard.tsx (+16 -1)
📝 packages/desktop-client/src/components/reports/spreadsheets/net-worth-spreadsheet.ts (+130 -31)
📝 packages/loot-core/src/types/models/dashboard.ts (+1 -0)
upcoming-release-notes/5282.md (+6 -0)

📄 Description

weekly

Added Daily, Weekly, Monthly and Yearly intervals for NetWorth graphs. This change is primarily to allow for creating account wise balance reports, as daily or weekly intervals are more useful to get a clear picture of the account balances over time


🔄 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/5282 **Author:** [@SaiPratyush](https://github.com/SaiPratyush) **Created:** 7/4/2025 **Status:** ✅ Merged **Merged:** 7/11/2025 **Merged by:** [@youngcw](https://github.com/youngcw) **Base:** `master` ← **Head:** `nw-daily` --- ### 📝 Commits (10+) - [`353757b`](https://github.com/actualbudget/actual/commit/353757b017ff00774cd86449f10af909d18dab0f) feat: add interval selector for net worth graph - [`af630c6`](https://github.com/actualbudget/actual/commit/af630c655ed0a3b3377dd7af37b7fef7233857d9) docs: add release notes - [`4788b7a`](https://github.com/actualbudget/actual/commit/4788b7a87e6d7e51a8f5729f3d97bb2ffe14d99f) chore: reformat code - [`f850bb5`](https://github.com/actualbudget/actual/commit/f850bb5555d48c835ce32e3f1bdaee659c59c46f) fix: resolve review comments - [`fa92570`](https://github.com/actualbudget/actual/commit/fa925703f8a9c69f616b6aeb64984fa228f57d8b) Update VRT - [`9c0005b`](https://github.com/actualbudget/actual/commit/9c0005beee27840a6ceda6f246af2a957744abcc) chore: dummy commit - [`5e6d04d`](https://github.com/actualbudget/actual/commit/5e6d04d08773c36665e7a11f7559b3a0e532ce82) feat: handle intervals in net worth card - [`8e11b8e`](https://github.com/actualbudget/actual/commit/8e11b8e27fbec038297729a9ba1cc8a5e04209c8) fix: handle date ranges inclusively - [`7e6fb73`](https://github.com/actualbudget/actual/commit/7e6fb7332f4b6969bf78d74e7c44dc9331e4befc) fix: enhance date formatting and normalise x-axis tick size - [`fa7e649`](https://github.com/actualbudget/actual/commit/fa7e649df0dda25d1bafee6de89635da45ca38b9) [autofix.ci] apply automated fixes ### 📊 Changes **16 files changed** (+390 additions, -165 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-cash-flow-graph-and-checks-visuals-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-cash-flow-graph-and-checks-visuals-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-cash-flow-graph-and-checks-visuals-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-and-cash-flow-reports-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-and-cash-flow-reports-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-and-cash-flow-reports-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-graph-and-checks-visuals-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-graph-and-checks-visuals-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-graph-and-checks-visuals-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/src/components/reports/Header.tsx` (+138 -127) 📝 `packages/desktop-client/src/components/reports/graphs/NetWorthGraph.tsx` (+25 -2) 📝 `packages/desktop-client/src/components/reports/reports/NetWorth.tsx` (+74 -4) 📝 `packages/desktop-client/src/components/reports/reports/NetWorthCard.tsx` (+16 -1) 📝 `packages/desktop-client/src/components/reports/spreadsheets/net-worth-spreadsheet.ts` (+130 -31) 📝 `packages/loot-core/src/types/models/dashboard.ts` (+1 -0) ➕ `upcoming-release-notes/5282.md` (+6 -0) </details> ### 📄 Description <img width="1463" alt="weekly" src="https://github.com/user-attachments/assets/5c37860f-56a9-41c0-a669-19a45e60a1a9" /> Added Daily, Weekly, Monthly and Yearly intervals for NetWorth graphs. This change is primarily to allow for creating account wise balance reports, as daily or weekly intervals are more useful to get a clear picture of the account balances over time --- <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 21:19:55 -06:00
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Reference: github-starred/actual#5857