[PR #5301] [MERGED] [Goals] limits for remainders #5865

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opened 2026-02-28 21:20:05 -06:00 by GiteaMirror · 0 comments
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/5301
Author: @youngcw
Created: 7/6/2025
Status: Merged
Merged: 7/9/2025
Merged by: @youngcw

Base: masterHead: youngcw/remainder-limit


📝 Commits (4)

  • cab897a limits for remainders
  • 1985c42 Merge branch 'master' into youngcw/remainder-limit
  • 425ef83 round if needed
  • 2cdeaf3 handle edge cases

📊 Changes

3 files changed (+45 additions, -19 deletions)

View changed files

📝 packages/loot-core/src/server/budget/category-template-context.ts (+29 -15)
📝 packages/loot-core/src/server/budget/goal-template.ts (+10 -4)
upcoming-release-notes/5301.md (+6 -0)

📄 Description

Make remainder templates respect category limits.

I don't know if the limit should only be for one passed in with a remainder template directly or if it should be like the other templates and any defined limit is respected. Currently any template in the category can define a limit and the remainder will respect it.

This works by looping over the remainder application until either there are no more categories that will accept funds, or the funds run out.


🔄 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/5301 **Author:** [@youngcw](https://github.com/youngcw) **Created:** 7/6/2025 **Status:** ✅ Merged **Merged:** 7/9/2025 **Merged by:** [@youngcw](https://github.com/youngcw) **Base:** `master` ← **Head:** `youngcw/remainder-limit` --- ### 📝 Commits (4) - [`cab897a`](https://github.com/actualbudget/actual/commit/cab897a43b19091d278742ff1e6ed0b39e192680) limits for remainders - [`1985c42`](https://github.com/actualbudget/actual/commit/1985c42bc8bf07cca28404f7f67371bdbdb6bfc5) Merge branch 'master' into youngcw/remainder-limit - [`425ef83`](https://github.com/actualbudget/actual/commit/425ef8380aeb78b225686164dbb507dbded24989) round if needed - [`2cdeaf3`](https://github.com/actualbudget/actual/commit/2cdeaf3ae97e21d7960cf3aec258d10335650533) handle edge cases ### 📊 Changes **3 files changed** (+45 additions, -19 deletions) <details> <summary>View changed files</summary> 📝 `packages/loot-core/src/server/budget/category-template-context.ts` (+29 -15) 📝 `packages/loot-core/src/server/budget/goal-template.ts` (+10 -4) ➕ `upcoming-release-notes/5301.md` (+6 -0) </details> ### 📄 Description Make remainder templates respect category limits. I don't know if the limit should only be for one passed in with a remainder template directly or if it should be like the other templates and any defined limit is respected. Currently any template in the category can define a limit and the remainder will respect it. This works by looping over the remainder application until either there are no more categories that will accept funds, or the funds run out. --- <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 21:20:05 -06:00
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Reference: github-starred/actual#5865