[PR #6685] Add Age of Money report (#2994) #6669

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opened 2026-02-28 21:31:18 -06:00 by GiteaMirror · 0 comments
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Original Pull Request: https://github.com/actualbudget/actual/pull/6685

State: open
Merged: No


resolves #2994

This PR adds an "Age of money" report. Please note that this metric is not very well-defined, so I came up with this bucket-based algorithm based on other implementations and what I could gather. The values it calculates seem sensible to me. Currently, the report is behind a feature flag, but maybe that's not necessary - let me know. I tried to follow the patterns in the Crossover report.

Screenshots

image image image

Bundle Stats

Bundle Files count Total bundle size % Changed
desktop-client 27 14.81 MB → 14.85 MB (+42.22 kB) +0.28%
loot-core 1 5.86 MB 0%
api 1 4.4 MB 0%
View detailed bundle stats

desktop-client

Total

Files count Total bundle size % Changed
27 14.81 MB → 14.85 MB (+42.22 kB) +0.28%
Changeset
File Δ Size
src/components/reports/reports/AgeOfMoney.tsx 🆕 +19.26 kB 0 B → 19.26 kB
src/components/reports/reports/AgeOfMoneyCard.tsx 🆕 +8.89 kB 0 B → 8.89 kB
src/components/reports/spreadsheets/age-of-money-spreadsheet.ts 🆕 +6.41 kB 0 B → 6.41 kB
src/components/reports/graphs/AgeOfMoneyGraph.tsx 🆕 +6.12 kB 0 B → 6.12 kB
src/components/reports/ReportRouter.tsx 📈 +672 B (+10.91%) 6.01 kB → 6.67 kB
src/hooks/useFeatureFlag.ts 📈 +27 B (+6.25%) 432 B → 459 B
src/components/reports/Overview.tsx 📈 +711 B (+2.60%) 26.71 kB → 27.4 kB
src/components/settings/Experimental.tsx 📈 +251 B (+2.31%) 10.62 kB → 10.87 kB
src/components/reports/graphs/CashFlowGraph.tsx 📈 +52 B (+0.54%) 9.35 kB → 9.4 kB
src/components/reports/spreadsheets/cash-flow-spreadsheet.tsx 📈 +10 B (+0.15%) 6.49 kB → 6.5 kB
src/components/reports/spreadsheets/net-worth-spreadsheet.ts 📈 +6 B (+0.10%) 5.62 kB → 5.63 kB
src/components/reports/graphs/CalendarGraph.tsx 📈 +8 B (+0.07%) 10.5 kB → 10.51 kB
src/components/reports/ReportSummary.tsx 📈 +2 B (+0.06%) 3.53 kB → 3.53 kB
src/components/reports/ReportSidebar.tsx 📈 +4 B (+0.02%) 16.63 kB → 16.63 kB
src/components/reports/Header.tsx 📈 +2 B (+0.01%) 14.21 kB → 14.21 kB
src/components/formula/QueryManager.tsx 📈 +2 B (+0.01%) 23.89 kB → 23.89 kB
src/components/reports/reports/CustomReport.tsx 📉 -2 B (-0.01%) 25.74 kB → 25.74 kB
src/components/reports/reports/Calendar.tsx 📉 -4 B (-0.01%) 29.37 kB → 29.37 kB
src/components/reports/reports/Crossover.tsx 📉 -6 B (-0.01%) 41.83 kB → 41.82 kB
src/components/reports/reports/Spending.tsx 📉 -8 B (-0.03%) 23.89 kB → 23.88 kB
src/components/reports/spreadsheets/custom-spreadsheet.ts 📉 -2 B (-0.03%) 5.75 kB → 5.74 kB
src/components/reports/reports/NetWorth.tsx 📉 -6 B (-0.04%) 15 kB → 15 kB
src/components/reports/spreadsheets/crossover-spreadsheet.ts 📉 -4 B (-0.04%) 9.33 kB → 9.33 kB
src/components/reports/reports/BudgetAnalysis.tsx 📉 -10 B (-0.05%) 21.6 kB → 21.59 kB
src/components/reports/reports/CrossoverCard.tsx 📉 -6 B (-0.05%) 10.74 kB → 10.73 kB
src/components/reports/reports/Summary.tsx 📉 -26 B (-0.09%) 27.93 kB → 27.9 kB
src/components/reports/spreadsheets/calendar-spreadsheet.ts 📉 -6 B (-0.10%) 5.65 kB → 5.65 kB
src/components/reports/reports/CashFlow.tsx 📉 -10 B (-0.10%) 9.33 kB → 9.32 kB
src/components/reports/DateRange.tsx 📉 -8 B (-0.20%) 3.81 kB → 3.8 kB
src/components/reports/spreadsheets/summary-spreadsheet.ts 📉 -16 B (-0.24%) 6.44 kB → 6.43 kB
src/components/reports/graphs/BudgetAnalysisGraph.tsx 📉 -58 B (-0.44%) 12.91 kB → 12.85 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
static/js/ReportRouter.js 1.15 MB → 1.19 MB (+41.95 kB) +3.57%
static/js/index.js 9.52 MB → 9.52 MB (+278 B) +0.00%

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
static/js/indexeddb-main-thread-worker-e59fee74.js 12.94 kB 0%
static/js/workbox-window.prod.es5.js 5.64 kB 0%
static/js/ca.js 178.41 kB 0%
static/js/da.js 106.62 kB 0%
static/js/de.js 180.44 kB 0%
static/js/en-GB.js 7.18 kB 0%
static/js/en.js 168.63 kB 0%
static/js/es.js 173.83 kB 0%
static/js/fr.js 179.97 kB 0%
static/js/it.js 171.44 kB 0%
static/js/nb-NO.js 157.23 kB 0%
static/js/nl.js 106.65 kB 0%
static/js/pl.js 88.64 kB 0%
static/js/pt-BR.js 154.57 kB 0%
static/js/th.js 182.35 kB 0%
static/js/uk.js 215.11 kB 0%
static/js/resize-observer.js 18.37 kB 0%
static/js/BackgroundImage.js 120.54 kB 0%
static/js/narrow.js 638.75 kB 0%
static/js/TransactionList.js 106.13 kB 0%
static/js/wide.js 165.25 kB 0%
static/js/AppliedFilters.js 9.71 kB 0%
static/js/usePayeeRuleCounts.js 10.05 kB 0%
static/js/useTransactionBatchActions.js 13.23 kB 0%
static/js/FormulaEditor.js 1.04 MB 0%

loot-core

Total

Files count Total bundle size % Changed
1 5.86 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
kcab.worker.CZeQyUCA.js 5.86 MB 0%

api

Total

Files count Total bundle size % Changed
1 4.4 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
bundle.api.js 4.4 MB 0%
**Original Pull Request:** https://github.com/actualbudget/actual/pull/6685 **State:** open **Merged:** No --- <!-- 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. --> resolves #2994 This PR adds an "Age of money" report. Please note that this metric is not very well-defined, so I came up with this bucket-based algorithm based on other implementations and what I could gather. The values it calculates seem sensible to me. Currently, the report is behind a feature flag, but maybe that's not necessary - let me know. I tried to follow the patterns in the Crossover report. ## Screenshots <img width="782" height="222" alt="image" src="https://github.com/user-attachments/assets/920fff6c-0709-4ae8-9001-ebf1a5efef90" /> <img width="779" height="230" alt="image" src="https://github.com/user-attachments/assets/1e3c8f8e-630a-4054-9df4-349fc4a7d9fb" /> <img width="1196" height="763" alt="image" src="https://github.com/user-attachments/assets/dd7569d7-4f3b-4bd6-a442-abc7ff7ce69b" /> <!--- actual-bot-sections ---> <hr /> <!--- bundlestats-action-comment key:combined start ---> ### Bundle Stats Bundle | Files count | Total bundle size | % Changed ------ | ----------- | ----------------- | --------- desktop-client | 27 | 14.81 MB → 14.85 MB (+42.22 kB) | +0.28% loot-core | 1 | 5.86 MB | 0% api | 1 | 4.4 MB | 0% <details> <summary>View detailed bundle stats</summary> #### desktop-client **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 27 | 14.81 MB → 14.85 MB (+42.22 kB) | +0.28% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/components/reports/reports/AgeOfMoney.tsx` | 🆕 +19.26 kB | 0 B → 19.26 kB `src/components/reports/reports/AgeOfMoneyCard.tsx` | 🆕 +8.89 kB | 0 B → 8.89 kB `src/components/reports/spreadsheets/age-of-money-spreadsheet.ts` | 🆕 +6.41 kB | 0 B → 6.41 kB `src/components/reports/graphs/AgeOfMoneyGraph.tsx` | 🆕 +6.12 kB | 0 B → 6.12 kB `src/components/reports/ReportRouter.tsx` | 📈 +672 B (+10.91%) | 6.01 kB → 6.67 kB `src/hooks/useFeatureFlag.ts` | 📈 +27 B (+6.25%) | 432 B → 459 B `src/components/reports/Overview.tsx` | 📈 +711 B (+2.60%) | 26.71 kB → 27.4 kB `src/components/settings/Experimental.tsx` | 📈 +251 B (+2.31%) | 10.62 kB → 10.87 kB `src/components/reports/graphs/CashFlowGraph.tsx` | 📈 +52 B (+0.54%) | 9.35 kB → 9.4 kB `src/components/reports/spreadsheets/cash-flow-spreadsheet.tsx` | 📈 +10 B (+0.15%) | 6.49 kB → 6.5 kB `src/components/reports/spreadsheets/net-worth-spreadsheet.ts` | 📈 +6 B (+0.10%) | 5.62 kB → 5.63 kB `src/components/reports/graphs/CalendarGraph.tsx` | 📈 +8 B (+0.07%) | 10.5 kB → 10.51 kB `src/components/reports/ReportSummary.tsx` | 📈 +2 B (+0.06%) | 3.53 kB → 3.53 kB `src/components/reports/ReportSidebar.tsx` | 📈 +4 B (+0.02%) | 16.63 kB → 16.63 kB `src/components/reports/Header.tsx` | 📈 +2 B (+0.01%) | 14.21 kB → 14.21 kB `src/components/formula/QueryManager.tsx` | 📈 +2 B (+0.01%) | 23.89 kB → 23.89 kB `src/components/reports/reports/CustomReport.tsx` | 📉 -2 B (-0.01%) | 25.74 kB → 25.74 kB `src/components/reports/reports/Calendar.tsx` | 📉 -4 B (-0.01%) | 29.37 kB → 29.37 kB `src/components/reports/reports/Crossover.tsx` | 📉 -6 B (-0.01%) | 41.83 kB → 41.82 kB `src/components/reports/reports/Spending.tsx` | 📉 -8 B (-0.03%) | 23.89 kB → 23.88 kB `src/components/reports/spreadsheets/custom-spreadsheet.ts` | 📉 -2 B (-0.03%) | 5.75 kB → 5.74 kB `src/components/reports/reports/NetWorth.tsx` | 📉 -6 B (-0.04%) | 15 kB → 15 kB `src/components/reports/spreadsheets/crossover-spreadsheet.ts` | 📉 -4 B (-0.04%) | 9.33 kB → 9.33 kB `src/components/reports/reports/BudgetAnalysis.tsx` | 📉 -10 B (-0.05%) | 21.6 kB → 21.59 kB `src/components/reports/reports/CrossoverCard.tsx` | 📉 -6 B (-0.05%) | 10.74 kB → 10.73 kB `src/components/reports/reports/Summary.tsx` | 📉 -26 B (-0.09%) | 27.93 kB → 27.9 kB `src/components/reports/spreadsheets/calendar-spreadsheet.ts` | 📉 -6 B (-0.10%) | 5.65 kB → 5.65 kB `src/components/reports/reports/CashFlow.tsx` | 📉 -10 B (-0.10%) | 9.33 kB → 9.32 kB `src/components/reports/DateRange.tsx` | 📉 -8 B (-0.20%) | 3.81 kB → 3.8 kB `src/components/reports/spreadsheets/summary-spreadsheet.ts` | 📉 -16 B (-0.24%) | 6.44 kB → 6.43 kB `src/components/reports/graphs/BudgetAnalysisGraph.tsx` | 📉 -58 B (-0.44%) | 12.91 kB → 12.85 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/ReportRouter.js | 1.15 MB → 1.19 MB (+41.95 kB) | +3.57% static/js/index.js | 9.52 MB → 9.52 MB (+278 B) | +0.00% **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- static/js/indexeddb-main-thread-worker-e59fee74.js | 12.94 kB | 0% static/js/workbox-window.prod.es5.js | 5.64 kB | 0% static/js/ca.js | 178.41 kB | 0% static/js/da.js | 106.62 kB | 0% static/js/de.js | 180.44 kB | 0% static/js/en-GB.js | 7.18 kB | 0% static/js/en.js | 168.63 kB | 0% static/js/es.js | 173.83 kB | 0% static/js/fr.js | 179.97 kB | 0% static/js/it.js | 171.44 kB | 0% static/js/nb-NO.js | 157.23 kB | 0% static/js/nl.js | 106.65 kB | 0% static/js/pl.js | 88.64 kB | 0% static/js/pt-BR.js | 154.57 kB | 0% static/js/th.js | 182.35 kB | 0% static/js/uk.js | 215.11 kB | 0% static/js/resize-observer.js | 18.37 kB | 0% static/js/BackgroundImage.js | 120.54 kB | 0% static/js/narrow.js | 638.75 kB | 0% static/js/TransactionList.js | 106.13 kB | 0% static/js/wide.js | 165.25 kB | 0% static/js/AppliedFilters.js | 9.71 kB | 0% static/js/usePayeeRuleCounts.js | 10.05 kB | 0% static/js/useTransactionBatchActions.js | 13.23 kB | 0% static/js/FormulaEditor.js | 1.04 MB | 0% </div> </details> --- #### loot-core **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 5.86 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 ----- | --------- | --------- kcab.worker.CZeQyUCA.js | 5.86 MB | 0% </div> </details> --- #### api **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 4.4 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 ----- | --------- | --------- bundle.api.js | 4.4 MB | 0% </div> </details> </details> <!--- bundlestats-action-comment key:combined end --->
GiteaMirror added the pull-request label 2026-02-28 21:31:18 -06:00
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Reference: github-starred/actual#6669