[PR #7544] [CLOSED] [WIP] Post scheduled future transactions with correct date #60897

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opened 2026-05-07 03:14:07 -05:00 by GiteaMirror · 0 comments
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/7544
Author: @validorange
Created: 4/18/2026
Status: Closed

Base: masterHead: master


📝 Commits (5)

  • 27fb43d 🐛 Update postTransactionForSchedule to handle date parameter and adjust schedule next_date accordingly
  • 74961cb 🐛 Simplify null check for schedule in postTransactionForSchedule function
  • 11ad665 [AI] Address code review: gate next_date advance on account, remove duplicate id split
  • 44de82f [AI] Add release note for #7544
  • d1a2c54 [AI] Guard next_date advance to only apply when provided date is strictly later

📊 Changes

8 files changed (+98 additions, -6 deletions)

View changed files

📝 packages/desktop-client/src/components/accounts/Account.tsx (+4 -3)
📝 packages/desktop-client/src/components/mobile/accounts/AccountTransactions.tsx (+1 -0)
📝 packages/desktop-client/src/components/mobile/accounts/AllAccountTransactions.tsx (+1 -0)
📝 packages/desktop-client/src/components/mobile/accounts/OffBudgetAccountTransactions.tsx (+1 -0)
📝 packages/desktop-client/src/components/mobile/accounts/OnBudgetAccountTransactions.tsx (+1 -0)
📝 packages/loot-core/src/server/schedules/app.test.ts (+67 -0)
📝 packages/loot-core/src/server/schedules/app.ts (+17 -3)
upcoming-release-notes/7544.md (+6 -0)

📄 Description

Description

This fixes a bug: When a schedule already has a future-dated transaction posted, posting another transaction further in the future posts with the wrong date.

Testing

  • Create a schedule "Paycheck" with a weekly schedule
  • "Change upcoming length" to 1 month or greater (so that multiple future transactions show)
  • Go to the account view, select the next scheduled transaction and post it. This one posts correctly.
  • Select the next scheduled transaction and post it. This one posts with the same date as the first one, creating a duplicate (despite showing the correct scheduled date).

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 34 12.93 MB → 12.93 MB (+363 B) +0.00%
loot-core 1 4.85 MB → 4.85 MB (+186 B) +0.00%
api 1 3.88 MB → 3.88 MB (+179 B) +0.00%
cli 1 7.91 MB 0%
crdt 1 41.83 kB 0%
View detailed bundle stats

desktop-client

Total

Files count Total bundle size % Changed
34 12.93 MB → 12.93 MB (+363 B) +0.00%
Changeset
File Δ Size
src/components/mobile/accounts/AllAccountTransactions.tsx 📈 +67 B (+1.41%) 4.65 kB → 4.71 kB
src/components/mobile/accounts/OnBudgetAccountTransactions.tsx 📈 +67 B (+1.24%) 5.26 kB → 5.33 kB
src/components/mobile/accounts/OffBudgetAccountTransactions.tsx 📈 +67 B (+1.24%) 5.27 kB → 5.34 kB
src/components/mobile/accounts/AccountTransactions.tsx 📈 +67 B (+0.76%) 8.6 kB → 8.67 kB
src/components/accounts/Account.tsx 📈 +95 B (+0.21%) 44.12 kB → 44.21 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
static/js/narrow.js 363.68 kB → 363.94 kB (+268 B) +0.07%
static/js/index.js 1.85 MB → 1.85 MB (+95 B) +0.00%

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
static/js/BackgroundImage.js 121.09 kB 0%
static/js/FormulaEditor.js 814.39 kB 0%
static/js/PayeeRuleCountLabel.js 52.13 kB 0%
static/js/ReportRouter.js 1.18 MB 0%
static/js/ScheduleEditForm.js 136.13 kB 0%
static/js/TransactionEdit.js 185.13 kB 0%
static/js/TransactionList.js 82.8 kB 0%
static/js/Value.js 4.34 MB 0%
static/js/ca.js 191.72 kB 0%
static/js/chart-theme.js 709.55 kB 0%
static/js/client.js 450.92 kB 0%
static/js/da.js 104.4 kB 0%
static/js/de.js 174.12 kB 0%
static/js/en-GB.js 8.2 kB 0%
static/js/en.js 176.5 kB 0%
static/js/es.js 181.54 kB 0%
static/js/extends.js 484.53 kB 0%
static/js/fr.js 176.79 kB 0%
static/js/indexeddb-main-thread-worker-e59fee74.js 13.46 kB 0%
static/js/it.js 165.68 kB 0%
static/js/nb-NO.js 151.58 kB 0%
static/js/nl.js 108.66 kB 0%
static/js/pl.js 88.34 kB 0%
static/js/pt-BR.js 193.49 kB 0%
static/js/resize-observer.js 18.06 kB 0%
static/js/th.js 178.91 kB 0%
static/js/theme.js 30.79 kB 0%
static/js/uk.js 212.28 kB 0%
static/js/useFormatList.js 7.62 kB 0%
static/js/wide.js 292 B 0%
static/js/workbox-window.prod.es5.js 7.33 kB 0%
static/js/zh-Hans.js 110.19 kB 0%

loot-core

Total

Files count Total bundle size % Changed
1 4.85 MB → 4.85 MB (+186 B) +0.00%
Changeset
File Δ Size
home/runner/work/actual/actual/packages/loot-core/src/server/schedules/app.ts 📈 +186 B (+1.52%) 11.93 kB → 12.11 kB
View detailed bundle breakdown

Added

Asset File Size % Changed
kcab.worker.DVgRSCIb.js 0 B → 4.85 MB (+4.85 MB) -

Removed

Asset File Size % Changed
kcab.worker.CfHq3vDC.js 4.85 MB → 0 B (-4.85 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 3.88 MB → 3.88 MB (+179 B) +0.00%
Changeset
File Δ Size
home/runner/work/actual/actual/packages/loot-core/src/server/schedules/app.ts 📈 +179 B (+1.50%) 11.69 kB → 11.86 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
index.js 3.88 MB → 3.88 MB (+179 B) +0.00%

Smaller
No assets were smaller

Unchanged
No assets were unchanged


cli

Total

Files count Total bundle size % Changed
1 7.91 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
cli.js 7.91 MB 0%

crdt

Total

Files count Total bundle size % Changed
1 41.83 kB 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
index.js 41.83 kB 0%

🔄 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/7544 **Author:** [@validorange](https://github.com/validorange) **Created:** 4/18/2026 **Status:** ❌ Closed **Base:** `master` ← **Head:** `master` --- ### 📝 Commits (5) - [`27fb43d`](https://github.com/actualbudget/actual/commit/27fb43d17bc435fdacdd850180e8ef1a18471823) :bug: Update postTransactionForSchedule to handle date parameter and adjust schedule next_date accordingly - [`74961cb`](https://github.com/actualbudget/actual/commit/74961cb58c3cbf5621062fd628022609c6b73788) :bug: Simplify null check for schedule in postTransactionForSchedule function - [`11ad665`](https://github.com/actualbudget/actual/commit/11ad665c05e7a0b6ea0158cc472449a64c62ba7c) [AI] Address code review: gate next_date advance on account, remove duplicate id split - [`44de82f`](https://github.com/actualbudget/actual/commit/44de82f35151bdf80849c968b5f0435ff589e2ef) [AI] Add release note for #7544 - [`d1a2c54`](https://github.com/actualbudget/actual/commit/d1a2c5461cde26c779892c62fc7e25f822b548f2) [AI] Guard next_date advance to only apply when provided date is strictly later ### 📊 Changes **8 files changed** (+98 additions, -6 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/accounts/Account.tsx` (+4 -3) 📝 `packages/desktop-client/src/components/mobile/accounts/AccountTransactions.tsx` (+1 -0) 📝 `packages/desktop-client/src/components/mobile/accounts/AllAccountTransactions.tsx` (+1 -0) 📝 `packages/desktop-client/src/components/mobile/accounts/OffBudgetAccountTransactions.tsx` (+1 -0) 📝 `packages/desktop-client/src/components/mobile/accounts/OnBudgetAccountTransactions.tsx` (+1 -0) 📝 `packages/loot-core/src/server/schedules/app.test.ts` (+67 -0) 📝 `packages/loot-core/src/server/schedules/app.ts` (+17 -3) ➕ `upcoming-release-notes/7544.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 This fixes a bug: When a schedule already has a future-dated transaction posted, posting another transaction further in the future posts with the wrong date. ## Related issue(s) <!-- e.g. Fixes #123, Relates to #456 --> ## Testing - Create a schedule "Paycheck" with a weekly schedule - "Change upcoming length" to 1 month or greater (so that multiple future transactions show) - Go to the account view, select the next scheduled transaction and post it. This one posts correctly. - Select the next scheduled transaction and post it. This one posts with the same date as the first one, creating a duplicate (despite showing the correct scheduled date). ## 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 | 34 | 12.93 MB → 12.93 MB (+363 B) | +0.00% loot-core | 1 | 4.85 MB → 4.85 MB (+186 B) | +0.00% api | 1 | 3.88 MB → 3.88 MB (+179 B) | +0.00% cli | 1 | 7.91 MB | 0% crdt | 1 | 41.83 kB | 0% <details> <summary>View detailed bundle stats</summary> #### desktop-client **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 34 | 12.93 MB → 12.93 MB (+363 B) | +0.00% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/components/mobile/accounts/AllAccountTransactions.tsx` | 📈 +67 B (+1.41%) | 4.65 kB → 4.71 kB `src/components/mobile/accounts/OnBudgetAccountTransactions.tsx` | 📈 +67 B (+1.24%) | 5.26 kB → 5.33 kB `src/components/mobile/accounts/OffBudgetAccountTransactions.tsx` | 📈 +67 B (+1.24%) | 5.27 kB → 5.34 kB `src/components/mobile/accounts/AccountTransactions.tsx` | 📈 +67 B (+0.76%) | 8.6 kB → 8.67 kB `src/components/accounts/Account.tsx` | 📈 +95 B (+0.21%) | 44.12 kB → 44.21 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 ----- | --------- | --------- static/js/narrow.js | 363.68 kB → 363.94 kB (+268 B) | +0.07% static/js/index.js | 1.85 MB → 1.85 MB (+95 B) | +0.00% **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- static/js/BackgroundImage.js | 121.09 kB | 0% static/js/FormulaEditor.js | 814.39 kB | 0% static/js/PayeeRuleCountLabel.js | 52.13 kB | 0% static/js/ReportRouter.js | 1.18 MB | 0% static/js/ScheduleEditForm.js | 136.13 kB | 0% static/js/TransactionEdit.js | 185.13 kB | 0% static/js/TransactionList.js | 82.8 kB | 0% static/js/Value.js | 4.34 MB | 0% static/js/ca.js | 191.72 kB | 0% static/js/chart-theme.js | 709.55 kB | 0% static/js/client.js | 450.92 kB | 0% static/js/da.js | 104.4 kB | 0% static/js/de.js | 174.12 kB | 0% static/js/en-GB.js | 8.2 kB | 0% static/js/en.js | 176.5 kB | 0% static/js/es.js | 181.54 kB | 0% static/js/extends.js | 484.53 kB | 0% static/js/fr.js | 176.79 kB | 0% static/js/indexeddb-main-thread-worker-e59fee74.js | 13.46 kB | 0% static/js/it.js | 165.68 kB | 0% static/js/nb-NO.js | 151.58 kB | 0% static/js/nl.js | 108.66 kB | 0% static/js/pl.js | 88.34 kB | 0% static/js/pt-BR.js | 193.49 kB | 0% static/js/resize-observer.js | 18.06 kB | 0% static/js/th.js | 178.91 kB | 0% static/js/theme.js | 30.79 kB | 0% static/js/uk.js | 212.28 kB | 0% static/js/useFormatList.js | 7.62 kB | 0% static/js/wide.js | 292 B | 0% static/js/workbox-window.prod.es5.js | 7.33 kB | 0% static/js/zh-Hans.js | 110.19 kB | 0% </div> </details> --- #### loot-core **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 4.85 MB → 4.85 MB (+186 B) | +0.00% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `home/runner/work/actual/actual/packages/loot-core/src/server/schedules/app.ts` | 📈 +186 B (+1.52%) | 11.93 kB → 12.11 kB </details> <details> <summary>View detailed bundle breakdown</summary> <div> **Added** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker.DVgRSCIb.js | 0 B → 4.85 MB (+4.85 MB) | - **Removed** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker.CfHq3vDC.js | 4.85 MB → 0 B (-4.85 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 | 3.88 MB → 3.88 MB (+179 B) | +0.00% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `home/runner/work/actual/actual/packages/loot-core/src/server/schedules/app.ts` | 📈 +179 B (+1.50%) | 11.69 kB → 11.86 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 ----- | --------- | --------- index.js | 3.88 MB → 3.88 MB (+179 B) | +0.00% **Smaller** No assets were smaller **Unchanged** No assets were unchanged </div> </details> --- #### cli **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 7.91 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 ----- | --------- | --------- cli.js | 7.91 MB | 0% </div> </details> --- #### crdt **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 41.83 kB | 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 ----- | --------- | --------- index.js | 41.83 kB | 0% </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 2026-05-07 03:14:07 -05:00
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Reference: github-starred/actual#60897