[PR #6960] Include category group in transaction export #6846

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opened 2026-02-28 21:33:30 -06:00 by GiteaMirror · 0 comments
Owner

Original Pull Request: https://github.com/actualbudget/actual/pull/6960

State: closed
Merged: Yes


First contribution, I've been using actual for almost 3 years now, thanks for such a nice piece of software 🙇

What

I often export my transactions out of actualbudget to make graphs on Google Sheets.

I have often found myself wishing the export came with the category group, not just the categories. I didn't see an existing issue with others wishing for the same thing. I think it's a nice QoL thing that's not going to get in people's way.

Example of an export with the current main:
actual-export-1

Example of an export with this improvement:
Includes the category group.
actual-export-2

Tests

I didn't find tests, and I didn't particularly want to write one encompassing all the export stuff, I don't fully grok how the AQL stuff works.

Performance

This does probably translate into another join? so it may make exports a bit slower.


Bundle Stats

Bundle Files count Total bundle size % Changed
desktop-client 28 14.78 MB 0%
loot-core 1 5.86 MB → 5.86 MB (+99 B) +0.00%
api 1 4.4 MB → 4.4 MB (+91 B) +0.00%
View detailed bundle stats

desktop-client

Total

Files count Total bundle size % Changed
28 14.78 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
static/js/index.js 9.51 MB 0%
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 96.92 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 165.58 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/sv.js 78.2 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/ReportRouter.js 1.13 MB 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 → 5.86 MB (+99 B) +0.00%
Changeset
File Δ Size
home/runner/work/actual/actual/packages/loot-core/src/server/transactions/export/export-to-csv.ts 📈 +99 B (+3.11%) 3.11 kB → 3.2 kB
View detailed bundle breakdown

Added

Asset File Size % Changed
kcab.worker.B2ZGg82M.js 0 B → 5.86 MB (+5.86 MB) -

Removed

Asset File Size % Changed
kcab.worker.C6DpNJA5.js 5.86 MB → 0 B (-5.86 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 4.4 MB → 4.4 MB (+91 B) +0.00%
Changeset
File Δ Size
src/server/transactions/export/export-to-csv.ts 📈 +91 B (+3.19%) 2.78 kB → 2.87 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
bundle.api.js 4.4 MB → 4.4 MB (+91 B) +0.00%

Smaller
No assets were smaller

Unchanged
No assets were unchanged

**Original Pull Request:** https://github.com/actualbudget/actual/pull/6960 **State:** closed **Merged:** Yes --- First contribution, I've been using actual for almost 3 years now, thanks for such a nice piece of software :bow: # What I often export my transactions out of actualbudget to make graphs on Google Sheets. I have often found myself wishing the export came with the category group, not just the categories. I didn't see an existing issue with others wishing for the same thing. I think it's a nice QoL thing that's not going to get in people's way. Example of an export with the current `main`: <img width="358" height="318" alt="actual-export-1" src="https://github.com/user-attachments/assets/719a8e4e-f4a3-4d5b-9aa1-f1e76377e987" /> Example of an export with this improvement: Includes the category group. <img width="600" height="318" alt="actual-export-2" src="https://github.com/user-attachments/assets/2bad19e4-6aaf-4aa2-9b4a-6c5a0e9c84cb" /> # Tests I didn't find tests, and I didn't particularly want to write one encompassing all the export stuff, I don't fully grok how the AQL stuff works. # Performance This does probably translate into another join? so it may make exports a bit slower. <!--- actual-bot-sections ---> <hr /> <!--- bundlestats-action-comment key:combined start ---> ### Bundle Stats Bundle | Files count | Total bundle size | % Changed ------ | ----------- | ----------------- | --------- desktop-client | 28 | 14.78 MB | 0% loot-core | 1 | 5.86 MB → 5.86 MB (+99 B) | +0.00% api | 1 | 4.4 MB → 4.4 MB (+91 B) | +0.00% <details> <summary>View detailed bundle stats</summary> #### desktop-client **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 28 | 14.78 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 ----- | --------- | --------- static/js/index.js | 9.51 MB | 0% 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 | 96.92 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 | 165.58 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/sv.js | 78.2 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/ReportRouter.js | 1.13 MB | 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 → 5.86 MB (+99 B) | +0.00% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `home/runner/work/actual/actual/packages/loot-core/src/server/transactions/export/export-to-csv.ts` | 📈 +99 B (+3.11%) | 3.11 kB → 3.2 kB </details> <details> <summary>View detailed bundle breakdown</summary> <div> **Added** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker.B2ZGg82M.js | 0 B → 5.86 MB (+5.86 MB) | - **Removed** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker.C6DpNJA5.js | 5.86 MB → 0 B (-5.86 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 | 4.4 MB → 4.4 MB (+91 B) | +0.00% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/server/transactions/export/export-to-csv.ts` | 📈 +91 B (+3.19%) | 2.78 kB → 2.87 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 ----- | --------- | --------- bundle.api.js | 4.4 MB → 4.4 MB (+91 B) | +0.00% **Smaller** No assets were smaller **Unchanged** No assets were unchanged </div> </details> </details> <!--- bundlestats-action-comment key:combined end --->
GiteaMirror added the pull-request label 2026-02-28 21:33:30 -06:00
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Reference: github-starred/actual#6846