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[PR #2398] [MERGED] Add option to make a transfer from two selected transactions #74268

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opened 2026-05-16 15:31:45 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-05-16 15:31:45 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/2398
Author: @twk3
Created: 2/26/2024
Status: ✅ Merged
Merged: 3/3/2024
Merged by: @twk3

Base: master ← Head: twk3/make-transfers

📝 Commits (3)

  • 463aa43 Adds option to make a transfer from two selected transactions
  • fe067b7 Move common transfer logic to loot-core
  • 6a3f3ad Add end-to-end test for make transfer

📊 Changes

9 files changed (+268 additions, -2 deletions)

View changed files

📝 packages/desktop-client/e2e/accounts.test.js (+49 -2)
📝 packages/desktop-client/e2e/page-models/account-page.js (+30 -0)
📝 packages/desktop-client/src/components/accounts/Account.jsx (+48 -0)
📝 packages/desktop-client/src/components/accounts/Header.jsx (+6 -0)
📝 packages/desktop-client/src/components/table.tsx (+2 -0)
📝 packages/desktop-client/src/components/transactions/SelectedTransactions.jsx (+33 -0)
➕ packages/loot-core/src/client/transfer.test.ts (+75 -0)
➕ packages/loot-core/src/client/transfer.ts (+19 -0)
➕ upcoming-release-notes/2398.md (+6 -0)

📄 Description

Summary

Add an option in the selected transactions menu in mutli-account budget pages (all accounts, for budget/etc), that allows you to relate two transactions across accounts as a transfer.

Feature

Feature: https://github.com/actualbudget/actual/issues/1891

Details

  • Transactions amount must match
  • Transactions must be from different acounts
  • Split transactions not eligible

Workflows

Single account pages don't show the option at all in the selection menu:

SingleAccountSelectTransactionsTooltip

Multi account pages always show the option in the selection menu, but disabled when the selections are not valid for the transfer action:

MultiAccountSingleTransactionTooltip

For valid selections the action is enabled in the selection tooltip:

MultiAccountValidTransferTooltip

Final PR Tasks

🔄 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/2398 **Author:** [@twk3](https://github.com/twk3) **Created:** 2/26/2024 **Status:** ✅ Merged **Merged:** 3/3/2024 **Merged by:** [@twk3](https://github.com/twk3) **Base:** `master` ← **Head:** `twk3/make-transfers` --- ### 📝 Commits (3) - [`463aa43`](https://github.com/actualbudget/actual/commit/463aa4355c2f78d29640f1c731b35b10c0564293) Adds option to make a transfer from two selected transactions - [`fe067b7`](https://github.com/actualbudget/actual/commit/fe067b78eaad5ceea33ecd50fec283283d38e6b6) Move common transfer logic to loot-core - [`6a3f3ad`](https://github.com/actualbudget/actual/commit/6a3f3ad2c1d8150ca5815bdcc9ba7ec4af4f3be8) Add end-to-end test for make transfer ### 📊 Changes **9 files changed** (+268 additions, -2 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/e2e/accounts.test.js` (+49 -2) 📝 `packages/desktop-client/e2e/page-models/account-page.js` (+30 -0) 📝 `packages/desktop-client/src/components/accounts/Account.jsx` (+48 -0) 📝 `packages/desktop-client/src/components/accounts/Header.jsx` (+6 -0) 📝 `packages/desktop-client/src/components/table.tsx` (+2 -0) 📝 `packages/desktop-client/src/components/transactions/SelectedTransactions.jsx` (+33 -0) ➕ `packages/loot-core/src/client/transfer.test.ts` (+75 -0) ➕ `packages/loot-core/src/client/transfer.ts` (+19 -0) ➕ `upcoming-release-notes/2398.md` (+6 -0) </details> ### 📄 Description ## Summary Add an option in the selected transactions menu in mutli-account budget pages (all accounts, for budget/etc), that allows you to relate two transactions across accounts as a transfer. ## Feature Feature: https://github.com/actualbudget/actual/issues/1891 ## Details - Transactions amount must match - Transactions must be from different acounts - Split transactions not eligible ## Workflows Single account pages don't show the option at all in the selection menu: ![SingleAccountSelectTransactionsTooltip](https://github.com/actualbudget/actual/assets/2806882/80a5a90d-68c1-4ab3-8cb9-c4ccd3f79331) Multi account pages always show the option in the selection menu, but disabled when the selections are not valid for the transfer action: ![MultiAccountSingleTransactionTooltip](https://github.com/actualbudget/actual/assets/2806882/3c89119b-a747-4842-9908-814477192d87) For valid selections the action is enabled in the selection tooltip: ![MultiAccountValidTransferTooltip](https://github.com/actualbudget/actual/assets/2806882/3b2bc1a3-e712-4adb-922c-d48f4c6d4164) ## Final PR Tasks - [x] extract the can-be-transfer logic to transfers.ts and reuse in both places - [x] Add tests - [x] Docs PR: https://github.com/actualbudget/docs/pull/321 --- <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 2026-05-16 15:31:45 -05:00
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