Files
actual/upcoming-release-notes/7220.md
Emil Tveden Bjerglund 10b7385ad4 Implement Sankey report for spent and budgeted money (#7220)
* Implement Sankey graph report

* Add release notes

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6068

* Remove local debug settings

* [autofix.ci] apply automated fixes

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6068

* Improve graphs from comments

* Fix lints

* coderabit fixes

* Fix filtering and UI enhancements

* remove pngs

* Fix typecheck

* Another type issue

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6068

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6068

* Fix strict typing issues

* Update report page

Now better conforms with components from other reports, e.g. by reusing Header
Makes it possible to display a period longer than one month.

* Change view description order

* Formatting and cleanup

* Removed difference section, as it will be difficult to get a reliable view across months

* Introduce the Timeframe param, similar to Spending report, to allow saving a Live sliding window.

* Allow filtering just the last month

* Fix linting errors

* Remove all information about income

* Remove debugging statement

* Sort categories and subcategories by amount

* Move compact mode to spreadsheet to fix Card view more easily

* Update tests file

* Add release notes

* Rename release notes to match PR#

* Fix autofix.ci issues

* Update packages/desktop-client/e2e/sankey.test.ts

Enable experimental feature fall all tests, pr. coderabbit recommendation

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

* Add sankey-card to isWidgetType

* Gate Sankey routes to prevent direct URL bypass

* Fix typo

* Change node transformation to work by key instead of name, to remove risk of duplicate issues

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

* Prevent false-positive pass in month-change test.

* Translate mode to a proper label

* Fix message for empty data

* Enabled LoadingIndicator until data is ready

* Change card default mode

* More robust filtering

* Fixed issue with budgeted spreadsheet not using 'end' date

* Allow copying SankeyCard to dashboard

* Fix typing and linting issues

* Remove e2e tests

I cannot currently get them to pass, because I dont fully understand playwright and how they are supposed to work. I can see that they don't exist for other reports. We can add them later if required.

* Remove unecessary sankey reference

* Refactor spreadsheet

* Remove dead code from SankeyGraph

* Collect to Other if too many subcategories

* Edit wrong comment

* Linting and typechecking

* Show remaining amount to budget

* Hide description on narrow device

* Add visual clue if 'To budget' is larger than 'Budgeted' and would extend below the edge of the graph

* Add colors to the links

* Fix report card showing subcategories instead of main categories

* Add tooltip info to Other on SankeyCard

* Create globalOther flag and implement greedy category reduction algorithm

* Allow user to select between Global or Per category Other

* Allow user to choose number of subcategories to show

* Allow user to select how subcategories are sorted

* Fix budget filtering

* [autofix.ci] apply automated fixes

* Condense sorting and Other-grouping to one option

* Implement Sort as budget option

* Dynamically adjust topN based on SankeyCard height

* Remove old feature flags from previous PR

---------

Co-authored-by: andrewhumble <43395285+andrewhumble@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
2026-04-05 18:12:51 +01:00

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category, authors
category authors
Features
emiltb
andrewhumble

Add Sankey diagram report with two view modes (spent and budgeted) to visualize money flow through categories