[PR #7119] [CLOSED] enhancement: add server-side filtering for budget analysis #69318

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opened 2026-05-14 04:06:59 -05:00 by GiteaMirror · 0 comments
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/7119
Author: @tabedzki
Created: 3/3/2026
Status: Closed

Base: masterHead: feat/add-server-side-filtering-for-budget


📝 Commits (5)

  • 12ed007 feat: add FilterInclude to match FilterExclude
  • fa298d1 feat: enhance category filtering to support category groups in budget analysis
  • 0f4e9ac add release notes
  • 9a5174d enhancement: add server-side filtering for budget analysis with category group support
  • 4f173f8 [autofix.ci] apply automated fixes

📊 Changes

8 files changed (+286 additions, -66 deletions)

View changed files

📝 packages/desktop-client/src/components/filters/FiltersMenu.tsx (+9 -1)
📝 packages/desktop-client/src/components/reports/Header.tsx (+3 -0)
📝 packages/desktop-client/src/components/reports/reports/BudgetAnalysis.tsx (+54 -11)
📝 packages/desktop-client/src/components/reports/spreadsheets/budget-analysis-spreadsheet.ts (+17 -53)
📝 packages/loot-core/src/server/budget/app.ts (+112 -1)
📝 packages/loot-core/src/server/main.test.ts (+79 -0)
upcoming-release-notes/7116.md (+6 -0)
upcoming-release-notes/7119.md (+6 -0)

📄 Description

  • Add support for server-side filtering in budget analysis, including category group functionality

Bundle Stats

Bundle Files count Total bundle size % Changed
desktop-client 27 14.85 MB → 14.85 MB (+261 B) +0.00%
loot-core 1 5.82 MB → 5.82 MB (+2.95 kB) +0.05%
api 1 4.43 MB → 4.44 MB (+2.65 kB) +0.06%
View detailed bundle stats

desktop-client

Total

Files count Total bundle size % Changed
27 14.85 MB → 14.85 MB (+261 B) +0.00%
Changeset
File Δ Size
src/components/reports/reports/BudgetAnalysis.tsx 📈 +1.15 kB (+5.32%) 21.6 kB → 22.75 kB
src/components/reports/Header.tsx 📈 +99 B (+0.68%) 14.21 kB → 14.3 kB
src/components/filters/FiltersMenu.tsx 📈 +92 B (+0.49%) 18.29 kB → 18.38 kB
src/components/reports/spreadsheets/budget-analysis-spreadsheet.ts 📉 -1.08 kB (-23.10%) 4.68 kB → 3.6 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
static/js/ReportRouter.js 1.16 MB → 1.16 MB (+169 B) +0.01%
static/js/index.js 9.54 MB → 9.54 MB (+92 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 188.11 kB 0%
static/js/da.js 106.35 kB 0%
static/js/de.js 180.07 kB 0%
static/js/en-GB.js 7.18 kB 0%
static/js/en.js 170.33 kB 0%
static/js/es.js 174.55 kB 0%
static/js/fr.js 179.6 kB 0%
static/js/it.js 171.16 kB 0%
static/js/nb-NO.js 156.96 kB 0%
static/js/nl.js 106.37 kB 0%
static/js/pl.js 88.37 kB 0%
static/js/pt-BR.js 154.22 kB 0%
static/js/th.js 181.87 kB 0%
static/js/uk.js 214.74 kB 0%
static/js/resize-observer.js 18.37 kB 0%
static/js/BackgroundImage.js 120.54 kB 0%
static/js/narrow.js 637.77 kB 0%
static/js/TransactionList.js 106.22 kB 0%
static/js/wide.js 164.15 kB 0%
static/js/AppliedFilters.js 9.71 kB 0%
static/js/usePayeeRuleCounts.js 10.04 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 5.82 MB → 5.82 MB (+2.95 kB) +0.05%
Changeset
File Δ Size
home/runner/work/actual/actual/packages/loot-core/src/server/budget/app.ts 📈 +2.95 kB (+29.02%) 10.17 kB → 13.12 kB
View detailed bundle breakdown

Added

Asset File Size % Changed
kcab.worker.C3fKK7bf.js 0 B → 5.82 MB (+5.82 MB) -

Removed

Asset File Size % Changed
kcab.worker.C2vnwNMt.js 5.82 MB → 0 B (-5.82 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 4.43 MB → 4.44 MB (+2.65 kB) +0.06%
Changeset
File Δ Size
src/server/budget/app.ts 📈 +2.65 kB (+29.73%) 8.91 kB → 11.56 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
bundle.api.js 4.43 MB → 4.44 MB (+2.65 kB) +0.06%

Smaller
No assets were smaller

Unchanged
No assets were unchanged


🔄 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/7119 **Author:** [@tabedzki](https://github.com/tabedzki) **Created:** 3/3/2026 **Status:** ❌ Closed **Base:** `master` ← **Head:** `feat/add-server-side-filtering-for-budget` --- ### 📝 Commits (5) - [`12ed007`](https://github.com/actualbudget/actual/commit/12ed0078030362f158f6fbef1fd5702ef259df05) feat: add FilterInclude to match FilterExclude - [`fa298d1`](https://github.com/actualbudget/actual/commit/fa298d1c556341bcfecfc224e3370e0757d4e54a) feat: enhance category filtering to support category groups in budget analysis - [`0f4e9ac`](https://github.com/actualbudget/actual/commit/0f4e9ac7672b8982ec9cb4120c95ad3a606326bb) add release notes - [`9a5174d`](https://github.com/actualbudget/actual/commit/9a5174d05ab9990b5a28b5db3aec529cba0183e7) enhancement: add server-side filtering for budget analysis with category group support - [`4f173f8`](https://github.com/actualbudget/actual/commit/4f173f89bf3c6d7b9a9a2705fed9c53054ded988) [autofix.ci] apply automated fixes ### 📊 Changes **8 files changed** (+286 additions, -66 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/filters/FiltersMenu.tsx` (+9 -1) 📝 `packages/desktop-client/src/components/reports/Header.tsx` (+3 -0) 📝 `packages/desktop-client/src/components/reports/reports/BudgetAnalysis.tsx` (+54 -11) 📝 `packages/desktop-client/src/components/reports/spreadsheets/budget-analysis-spreadsheet.ts` (+17 -53) 📝 `packages/loot-core/src/server/budget/app.ts` (+112 -1) 📝 `packages/loot-core/src/server/main.test.ts` (+79 -0) ➕ `upcoming-release-notes/7116.md` (+6 -0) ➕ `upcoming-release-notes/7119.md` (+6 -0) </details> ### 📄 Description - Add support for server-side filtering in budget analysis, including category group functionality <!--- actual-bot-sections ---> <hr /> <!--- bundlestats-action-comment key:combined start ---> ### Bundle Stats Bundle | Files count | Total bundle size | % Changed ------ | ----------- | ----------------- | --------- desktop-client | 27 | 14.85 MB → 14.85 MB (+261 B) | +0.00% loot-core | 1 | 5.82 MB → 5.82 MB (+2.95 kB) | +0.05% api | 1 | 4.43 MB → 4.44 MB (+2.65 kB) | +0.06% <details> <summary>View detailed bundle stats</summary> #### desktop-client **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 27 | 14.85 MB → 14.85 MB (+261 B) | +0.00% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/components/reports/reports/BudgetAnalysis.tsx` | 📈 +1.15 kB (+5.32%) | 21.6 kB → 22.75 kB `src/components/reports/Header.tsx` | 📈 +99 B (+0.68%) | 14.21 kB → 14.3 kB `src/components/filters/FiltersMenu.tsx` | 📈 +92 B (+0.49%) | 18.29 kB → 18.38 kB `src/components/reports/spreadsheets/budget-analysis-spreadsheet.ts` | 📉 -1.08 kB (-23.10%) | 4.68 kB → 3.6 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 | 1.16 MB → 1.16 MB (+169 B) | +0.01% static/js/index.js | 9.54 MB → 9.54 MB (+92 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 | 188.11 kB | 0% static/js/da.js | 106.35 kB | 0% static/js/de.js | 180.07 kB | 0% static/js/en-GB.js | 7.18 kB | 0% static/js/en.js | 170.33 kB | 0% static/js/es.js | 174.55 kB | 0% static/js/fr.js | 179.6 kB | 0% static/js/it.js | 171.16 kB | 0% static/js/nb-NO.js | 156.96 kB | 0% static/js/nl.js | 106.37 kB | 0% static/js/pl.js | 88.37 kB | 0% static/js/pt-BR.js | 154.22 kB | 0% static/js/th.js | 181.87 kB | 0% static/js/uk.js | 214.74 kB | 0% static/js/resize-observer.js | 18.37 kB | 0% static/js/BackgroundImage.js | 120.54 kB | 0% static/js/narrow.js | 637.77 kB | 0% static/js/TransactionList.js | 106.22 kB | 0% static/js/wide.js | 164.15 kB | 0% static/js/AppliedFilters.js | 9.71 kB | 0% static/js/usePayeeRuleCounts.js | 10.04 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 | 5.82 MB → 5.82 MB (+2.95 kB) | +0.05% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `home/runner/work/actual/actual/packages/loot-core/src/server/budget/app.ts` | 📈 +2.95 kB (+29.02%) | 10.17 kB → 13.12 kB </details> <details> <summary>View detailed bundle breakdown</summary> <div> **Added** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker.C3fKK7bf.js | 0 B → 5.82 MB (+5.82 MB) | - **Removed** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker.C2vnwNMt.js | 5.82 MB → 0 B (-5.82 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 | 4.43 MB → 4.44 MB (+2.65 kB) | +0.06% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/server/budget/app.ts` | 📈 +2.65 kB (+29.73%) | 8.91 kB → 11.56 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 | 4.43 MB → 4.44 MB (+2.65 kB) | +0.06% **Smaller** No assets were smaller **Unchanged** No assets were unchanged </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 2026-05-14 04:06:59 -05:00
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Reference: github-starred/actual#69318