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Code Issues 250 Packages Projects Releases 53 Wiki Activity

[PR #5658] [CLOSED] [WIP] Paycheck to PayCheck Management month #6052

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opened 2026-02-28 21:23:11 -06:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-02-28 21:23:11 -06:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/5658
Author: @karimkodera
Created: 9/1/2025
Status: ❌ Closed

Base: master ← Head: paycheck-to-paycheck

📝 Commits (10+)

  • c766b63 Demo Code to showcase the feature. It is not perfect but it shows that the feature can run on the spreadsheet. Data storage is must if feature is approved
  • 06d40bd first attempt store data in DB
  • 3d26eeb conflic resolution between version
  • d221789 Merge branch 'master' into paycheck-to-paycheck
  • 58d45d2 !startDate
  • cb0c903 Loading from DB and Storing in DB now works. There is an issue with persistant storage that I need to fix.
  • 635a369 fixing type errors
  • f995352 fixing types mismatch
  • fc3742a hoping this is the last one
  • 3390b70 type check fixing

📊 Changes

12 files changed (+432 additions, -8 deletions)

View changed files

📝 packages/desktop-client/src/budget/budgetSlice.ts (+39 -0)
📝 packages/desktop-client/src/components/budget/envelope/budgetsummary/BudgetSummary.tsx (+34 -0)
➕ packages/desktop-client/src/components/budget/tracking/budgetsummary/BudgetDatePicker.tsx (+79 -0)
📝 packages/desktop-client/src/components/budget/tracking/budgetsummary/BudgetSummary.tsx (+44 -0)
📝 packages/desktop-client/src/spreadsheet/bindings.ts (+6 -0)
📝 packages/desktop-client/src/spreadsheet/index.ts (+4 -1)
📝 packages/loot-core/src/server/budget/actions.ts (+33 -0)
📝 packages/loot-core/src/server/budget/app.ts (+63 -0)
📝 packages/loot-core/src/server/budget/base.ts (+53 -6)
📝 packages/loot-core/src/server/sheet.ts (+53 -1)
📝 packages/loot-core/src/shared/months.ts (+18 -0)
➕ upcoming-release-notes/5658.md (+6 -0)

📄 Description

This feature allow management of budget paycheck to paycheck on a monthly basis but start and end date for each month can be changed through the UI.

Basic implementation involves create 2 cells in the monthly spreadsheet for the start and the end date. Modify the calculation function in the dynamic cell to depend on it. There 2 date selectors to modify the start and end date on the gui as you see in the picture. The missing is the following

1- I need a recommendation on the best place to stores the values today or if possible create a new table in the DB for it.
2- I need write a range selector with may be some restriction on what could be selected.
3- a rule action to auto set the start date on paycheck arrival
4- on click of the budget calculation, it needs to show the right filter.

Untitled

🔄 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/5658 **Author:** [@karimkodera](https://github.com/karimkodera) **Created:** 9/1/2025 **Status:** ❌ Closed **Base:** `master` ← **Head:** `paycheck-to-paycheck` --- ### 📝 Commits (10+) - [`c766b63`](https://github.com/actualbudget/actual/commit/c766b630f6a04325796080c36f1b3a6654c6d726) Demo Code to showcase the feature. It is not perfect but it shows that the feature can run on the spreadsheet. Data storage is must if feature is approved - [`06d40bd`](https://github.com/actualbudget/actual/commit/06d40bdd0cbb0c5e05203efb54e5c814a6b423b1) first attempt store data in DB - [`3d26eeb`](https://github.com/actualbudget/actual/commit/3d26eeb4fb64bcea3bf53f5b88dfebdf39c818fe) conflic resolution between version - [`d221789`](https://github.com/actualbudget/actual/commit/d221789f0e5e6117cbf800dc07288707032ff2ad) Merge branch 'master' into paycheck-to-paycheck - [`58d45d2`](https://github.com/actualbudget/actual/commit/58d45d285586510981b1a0ece78122d0c9c860de) !startDate - [`cb0c903`](https://github.com/actualbudget/actual/commit/cb0c903f1c467263d26f8737387aa425464c82b5) Loading from DB and Storing in DB now works. There is an issue with persistant storage that I need to fix. - [`635a369`](https://github.com/actualbudget/actual/commit/635a369838029d0584652d160c266ca9bc3f3c74) fixing type errors - [`f995352`](https://github.com/actualbudget/actual/commit/f9953522114d8b858e20a4f3b2adf70ce4a53334) fixing types mismatch - [`fc3742a`](https://github.com/actualbudget/actual/commit/fc3742a39b7758469ed940bf6d5502b89e254cc5) hoping this is the last one - [`3390b70`](https://github.com/actualbudget/actual/commit/3390b702d71c438ed6c31755f00028e0f763295b) type check fixing ### 📊 Changes **12 files changed** (+432 additions, -8 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/budget/budgetSlice.ts` (+39 -0) 📝 `packages/desktop-client/src/components/budget/envelope/budgetsummary/BudgetSummary.tsx` (+34 -0) ➕ `packages/desktop-client/src/components/budget/tracking/budgetsummary/BudgetDatePicker.tsx` (+79 -0) 📝 `packages/desktop-client/src/components/budget/tracking/budgetsummary/BudgetSummary.tsx` (+44 -0) 📝 `packages/desktop-client/src/spreadsheet/bindings.ts` (+6 -0) 📝 `packages/desktop-client/src/spreadsheet/index.ts` (+4 -1) 📝 `packages/loot-core/src/server/budget/actions.ts` (+33 -0) 📝 `packages/loot-core/src/server/budget/app.ts` (+63 -0) 📝 `packages/loot-core/src/server/budget/base.ts` (+53 -6) 📝 `packages/loot-core/src/server/sheet.ts` (+53 -1) 📝 `packages/loot-core/src/shared/months.ts` (+18 -0) ➕ `upcoming-release-notes/5658.md` (+6 -0) </details> ### 📄 Description This feature allow management of budget paycheck to paycheck on a monthly basis but start and end date for each month can be changed through the UI. Basic implementation involves create 2 cells in the monthly spreadsheet for the start and the end date. Modify the calculation function in the dynamic cell to depend on it. There 2 date selectors to modify the start and end date on the gui as you see in the picture. The missing is the following 1- I need a recommendation on the best place to stores the values today or if possible create a new table in the DB for it. 2- I need write a range selector with may be some restriction on what could be selected. 3- a rule action to auto set the start date on paycheck arrival 4- on click of the budget calculation, it needs to show the right filter. <img width="1739" height="1186" alt="Untitled" src="https://github.com/user-attachments/assets/86e5fa5d-c2d3-4b92-87a8-fca0bebbe96d" /> --- <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 21:23:11 -06:00
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