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[PR #7877] [CLOSED] [AI] Fix monthly spending category group budgets #97361

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opened 2026-05-26 14:23:02 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-05-26 14:23:02 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/7877
Author: @mturac
Created: 5/17/2026
Status: ❌ Closed

Base: master ← Head: fix/7627-monthly-spending-category-group

📝 Commits (3)

  • aa4c235 [AI] Fix monthly spending category group budgets
  • fa3ac68 [AI] Address spending budget review feedback
  • 4723f30 [AI] Fix release note format

📊 Changes

3 files changed (+112 additions, -15 deletions)

View changed files

➕ packages/desktop-client/src/components/reports/spreadsheets/spending-spreadsheet.test.ts (+55 -0)
📝 packages/desktop-client/src/components/reports/spreadsheets/spending-spreadsheet.ts (+51 -15)
➕ upcoming-release-notes/7877.md (+6 -0)

📄 Description

Summary

  • apply category and category group report conditions to the Monthly Spending budget line
  • reuse the existing category condition helper so category-group filters expand to matching budget categories
  • add coverage for budget filter generation

Fixes #7627

Testing

  • yarn install --immutable
  • yarn workspace @actual-app/web test src/components/reports/spreadsheets/spending-spreadsheet.test.ts src/components/reports/spreadsheets/budgetDataQuery.test.ts
  • yarn lint packages/desktop-client/src/components/reports/spreadsheets/spending-spreadsheet.ts packages/desktop-client/src/components/reports/spreadsheets/spending-spreadsheet.test.ts
  • yarn workspace @actual-app/web typecheck
  • git diff --check origin/master...HEAD

Bundle Stats

Bundle Files count Total bundle size % Changed
desktop-client 33 13.97 MB → 13.98 MB (+526 B) +0.00%
loot-core 1 5.34 MB 0%
api 2 3.96 MB 0%
cli 1 7.97 MB 0%
crdt 1 11.12 kB 0%
View detailed bundle stats

desktop-client

Total

Files count Total bundle size % Changed
33 13.97 MB → 13.98 MB (+526 B) +0.00%
Changeset
File Δ Size
src/components/reports/spreadsheets/spending-spreadsheet.ts 📈 +526 B (+9.24%) 5.56 kB → 6.07 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
static/js/ReportRouter.js 1.25 MB → 1.26 MB (+526 B) +0.04%

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
static/js/index.js 2.01 MB 0%
static/js/BackgroundImage.js 121.09 kB 0%
static/js/FormulaEditor.js 962.55 kB 0%
static/js/ScheduleEditForm.js 146.45 kB 0%
static/js/TransactionEdit.js 190.43 kB 0%
static/js/TransactionList.js 85.81 kB 0%
static/js/Value.js 4.97 MB 0%
static/js/bankSyncUtils.js 54.15 kB 0%
static/js/ca.js 187.62 kB 0%
static/js/chart-theme.js 800.08 kB 0%
static/js/client.js 451.37 kB 0%
static/js/da.js 101.17 kB 0%
static/js/de.js 170.27 kB 0%
static/js/en-GB.js 10.01 kB 0%
static/js/en.js 195.88 kB 0%
static/js/es.js 178.71 kB 0%
static/js/extends.js 500.36 kB 0%
static/js/fr.js 178.61 kB 0%
static/js/indexeddb-main-thread-worker-e59fee74.js 13.46 kB 0%
static/js/it.js 165.02 kB 0%
static/js/narrow.js 364.2 kB 0%
static/js/nb-NO.js 148.08 kB 0%
static/js/nl.js 106.24 kB 0%
static/js/pt-BR.js 189.28 kB 0%
static/js/resize-observer.js 18.06 kB 0%
static/js/th.js 174.48 kB 0%
static/js/theme.js 31.67 kB 0%
static/js/uk.js 207.45 kB 0%
static/js/useFormatList.js 4.96 kB 0%
static/js/wide.js 453 B 0%
static/js/workbox-window.prod.es5.js 7.33 kB 0%
static/js/zh-Hans.js 117.65 kB 0%

loot-core

Total

Files count Total bundle size % Changed
1 5.34 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.BDS7YpIF.js 5.34 MB 0%

api

Total

Files count Total bundle size % Changed
2 3.96 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
index.js 3.96 MB 0%
models.js 0 B 0%

cli

Total

Files count Total bundle size % Changed
1 7.97 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 7.97 MB 0%

crdt

Total

Files count Total bundle size % Changed
1 11.12 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 11.12 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/7877 **Author:** [@mturac](https://github.com/mturac) **Created:** 5/17/2026 **Status:** ❌ Closed **Base:** `master` ← **Head:** `fix/7627-monthly-spending-category-group` --- ### 📝 Commits (3) - [`aa4c235`](https://github.com/actualbudget/actual/commit/aa4c235af434ca8a4c2631789fad0b341a8fbf51) [AI] Fix monthly spending category group budgets - [`fa3ac68`](https://github.com/actualbudget/actual/commit/fa3ac68c78e2fd200f3800d4cf4d83e790e0729d) [AI] Address spending budget review feedback - [`4723f30`](https://github.com/actualbudget/actual/commit/4723f30856e4720fe1a6922e48d09e184dd877a5) [AI] Fix release note format ### 📊 Changes **3 files changed** (+112 additions, -15 deletions) <details> <summary>View changed files</summary> ➕ `packages/desktop-client/src/components/reports/spreadsheets/spending-spreadsheet.test.ts` (+55 -0) 📝 `packages/desktop-client/src/components/reports/spreadsheets/spending-spreadsheet.ts` (+51 -15) ➕ `upcoming-release-notes/7877.md` (+6 -0) </details> ### 📄 Description ## Summary - apply category and category group report conditions to the Monthly Spending budget line - reuse the existing category condition helper so category-group filters expand to matching budget categories - add coverage for budget filter generation Fixes #7627 ## Testing - yarn install --immutable - yarn workspace @actual-app/web test src/components/reports/spreadsheets/spending-spreadsheet.test.ts src/components/reports/spreadsheets/budgetDataQuery.test.ts - yarn lint packages/desktop-client/src/components/reports/spreadsheets/spending-spreadsheet.ts packages/desktop-client/src/components/reports/spreadsheets/spending-spreadsheet.test.ts - yarn workspace @actual-app/web typecheck - git diff --check origin/master...HEAD <!--- actual-bot-sections ---> <hr /> <!--- bundlestats-action-comment key:combined start ---> ### Bundle Stats Bundle | Files count | Total bundle size | % Changed ------ | ----------- | ----------------- | --------- desktop-client | 33 | 13.97 MB → 13.98 MB (+526 B) | +0.00% loot-core | 1 | 5.34 MB | 0% api | 2 | 3.96 MB | 0% cli | 1 | 7.97 MB | 0% crdt | 1 | 11.12 kB | 0% <details> <summary>View detailed bundle stats</summary> #### desktop-client **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 33 | 13.97 MB → 13.98 MB (+526 B) | +0.00% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/components/reports/spreadsheets/spending-spreadsheet.ts` | 📈 +526 B (+9.24%) | 5.56 kB → 6.07 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 | 1.25 MB → 1.26 MB (+526 B) | +0.04% **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- static/js/index.js | 2.01 MB | 0% static/js/BackgroundImage.js | 121.09 kB | 0% static/js/FormulaEditor.js | 962.55 kB | 0% static/js/ScheduleEditForm.js | 146.45 kB | 0% static/js/TransactionEdit.js | 190.43 kB | 0% static/js/TransactionList.js | 85.81 kB | 0% static/js/Value.js | 4.97 MB | 0% static/js/bankSyncUtils.js | 54.15 kB | 0% static/js/ca.js | 187.62 kB | 0% static/js/chart-theme.js | 800.08 kB | 0% static/js/client.js | 451.37 kB | 0% static/js/da.js | 101.17 kB | 0% static/js/de.js | 170.27 kB | 0% static/js/en-GB.js | 10.01 kB | 0% static/js/en.js | 195.88 kB | 0% static/js/es.js | 178.71 kB | 0% static/js/extends.js | 500.36 kB | 0% static/js/fr.js | 178.61 kB | 0% static/js/indexeddb-main-thread-worker-e59fee74.js | 13.46 kB | 0% static/js/it.js | 165.02 kB | 0% static/js/narrow.js | 364.2 kB | 0% static/js/nb-NO.js | 148.08 kB | 0% static/js/nl.js | 106.24 kB | 0% static/js/pt-BR.js | 189.28 kB | 0% static/js/resize-observer.js | 18.06 kB | 0% static/js/th.js | 174.48 kB | 0% static/js/theme.js | 31.67 kB | 0% static/js/uk.js | 207.45 kB | 0% static/js/useFormatList.js | 4.96 kB | 0% static/js/wide.js | 453 B | 0% static/js/workbox-window.prod.es5.js | 7.33 kB | 0% static/js/zh-Hans.js | 117.65 kB | 0% </div> </details> --- #### loot-core **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 5.34 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.BDS7YpIF.js | 5.34 MB | 0% </div> </details> --- #### api **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 2 | 3.96 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 ----- | --------- | --------- index.js | 3.96 MB | 0% models.js | 0 B | 0% </div> </details> --- #### cli **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 7.97 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 | 7.97 MB | 0% </div> </details> --- #### crdt **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 11.12 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 | 11.12 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 2026-05-26 14:23:02 -05:00
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