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* Add Budget Analysis report with full implementation Co-authored-by: tabedzki <35670232+tabedzki@users.noreply.github.com> * Add preset time ranges, intervals, bar chart, hide balance, and display controls Co-authored-by: tabedzki <35670232+tabedzki@users.noreply.github.com> * Fix duplicate function declaration syntax error in budget-analysis-spreadsheet.ts Co-authored-by: tabedzki <35670232+tabedzki@users.noreply.github.com> * Fix floating point precision error in daily/weekly intervals and replace interval button with dropdown Co-authored-by: tabedzki <35670232+tabedzki@users.noreply.github.com> * Make card always display monthly data and match report's chart type Co-authored-by: tabedzki <35670232+tabedzki@users.noreply.github.com> * fix: adjust widget placement and presentation * fix: adjusted the dot presentation * feat: added svg for line chart/barchart * fix: added one month to the report * added the upcoming release notes * amended the upcoming release notes * fix: removed unused variables * formatted using prettier --write * [autofix.ci] apply automated fixes * feat: added new feature to the Reports Page in the test budget * fix: amended the reports.test.ts file to expect Budget Analysis * Update VRT screenshots Auto-generated by VRT workflow PR: #6137 * Update VRT screenshots Auto-generated by VRT workflow PR: #6137 * revert: removed the inclusion of the Budget Analysis tool from the test file * Update VRT screenshots Auto-generated by VRT workflow PR: #6137 * fix: changed the display to always be monthly since budgets are monthly; removed the 1month view * [autofix.ci] apply automated fixes * [autofix.ci] apply automated fixes (attempt 2/3) * fix: removed comment * feat: added experimental feature flag for Budget Analysis tool * feat: Switched option to use SVG Icons instead of words to shorten horizontal layout * Removed interval possibilities and removed unnecessary compact variable as indicated by CodeRabbit * Update packages/desktop-client/src/components/reports/reports/BudgetAnalysisCard.tsx Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> * Added basic documentation for Budget Analysis Report * Update VRT screenshots Auto-generated by VRT workflow PR: #6137 * Update VRT screenshots Auto-generated by VRT workflow PR: #6137 * fix: added budget-analysis doc to sidebar * Update VRT screenshots Auto-generated by VRT workflow PR: #6137 * feat(reports): improve Budget Analysis report UI and behavior - Update chart colors to match Cash Flow report style (Budgeted: blue, Balance: pageTextLight) - Remove legend items from report view for cleaner UI - Add 1 month quick select option to header - Pass isConcise prop to BudgetAnalysisGraph for proper date formatting - Add dynamic daily/monthly interval switching based on date range * Update VRT screenshots Auto-generated by VRT workflow PR: #6137 * feat(reports): refactor BudgetAnalysisGraph and improve isConcise calculation according to Rabbit AI * feat(reports): add translation support for Budget Analysis graph labels * feat(reports): centralize translation for Budget Analysis graph labels * feat: use the budget values directly from the budget spreadsheet/server * feat: enhance budget analysis with overspending adjustments and detailed reporting * style: format code for better readability in BudgetAnalysis and budget-analysis-spreadsheet components * refactor: remove unused variables * docs: added in the image to the docs * fix: reimplement support for conditionsOp * [autofix.ci] apply automated fixes * style: simplify budget analysis labels for clarity * fix: add the on copy function * feat: tooltip improvements * feat: enhance budget analysis to track overspending adjustments across months * fix: removed the absolute value for spent * feat: update the charts to look closer to the CashFlow report * fix: correct financial formatting for totalSpent in BudgetAnalysis * feat: add filterExclude prop to Header and BudgetAnalysis for improved filtering options * feat: implement privacy mode for Y-axis values in BudgetAnalysisGraph * feat: change default graph type to Bar in BudgetAnalysis * feat: remove commented-out filter button code in Header component * feat: remove commented-out code for filter exclusion in Header component * fix: update the feedback link to the dedicated issue * refactor: financial display components to use FinancialText for consistency in Budget Analysis reports * fix: update the card to also start as bar graph * docs: update Budget Analysis report to include category filtering information * style: refactor imports and whitespace * refactor: simplify inline content structure in BudgetAnalysis component * [autofix.ci] apply automated fixes * Update VRT screenshots Auto-generated by VRT workflow PR: #6137 * fix: removed color descriptors from the chart * fix: update color themes for Budget Analysis to use custom theme definitions * [autofix.ci] apply automated fixes * feat: update Budget Analysis merge md file * Update VRT screenshots Auto-generated by VRT workflow PR: #6137 * fix: update budget analysis report image * fix: white space adjustment in descriptor * [autofix.ci] apply automated fixes --------- Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com> Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com> Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com> Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> Co-authored-by: youngcw <calebyoung94@gmail.com>
338 lines
8.9 KiB
JavaScript
338 lines
8.9 KiB
JavaScript
/**
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* Creating a sidebar enables you to:
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- create an ordered group of docs
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- render a sidebar for each doc of that group
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- provide next/previous navigation
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The sidebars can be generated from the filesystem, or explicitly defined here.
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Create as many sidebars as you want.
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*/
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// @ts-check
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/** @type {import('@docusaurus/plugin-content-docs').SidebarsConfig} */
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const sidebars = {
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docs: [
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'index',
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'vision',
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'releases',
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{
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type: 'category',
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label: 'A Tour of Actual',
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link: {
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type: 'doc',
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id: 'tour/index',
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},
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items: [
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'tour/user-interface',
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'tour/budget',
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'tour/accounts',
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'tour/reports',
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'tour/schedules',
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'tour/payees',
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'tour/rules',
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],
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},
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{
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type: 'category',
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label: 'Getting Started',
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collapsible: false,
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className: 'no-indent',
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items: [
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'getting-started/roadmap-for-new-users',
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'getting-started/envelope-budgeting',
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'getting-started/tracking-budget',
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{
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type: 'category',
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label: 'Installation and Configuration',
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link: {
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type: 'doc',
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id: 'install/index',
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},
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items: [
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{
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type: 'category',
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label: 'On Your Own Machine',
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collapsible: false,
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className: 'no-indent',
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items: [
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'install/docker',
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'install/cli-tool',
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'install/desktop-app',
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'install/build-from-source',
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],
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},
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{
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type: 'category',
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label: 'In the Cloud',
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collapsible: false,
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className: 'no-indent',
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items: ['install/pikapods', 'install/fly'],
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},
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{
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type: 'category',
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label: 'Configuration',
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collapsible: false,
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className: 'no-indent',
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items: [
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'config/index',
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'config/https',
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'config/reverse-proxies',
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'config/oauth-auth',
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'config/multi-user',
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'advanced/http-header-auth',
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],
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},
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],
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},
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{
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type: 'category',
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label: 'Migration',
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link: {
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type: 'doc',
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id: 'migration/index',
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},
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items: ['migration/ynab4', 'migration/nynab'],
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},
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],
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},
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{
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type: 'category',
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label: 'Using Actual',
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collapsible: false,
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className: 'no-indent',
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items: [
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'getting-started/starting-fresh',
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{
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type: 'category',
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label: 'Budgeting',
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collapsed: true,
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link: {
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type: 'doc',
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id: 'budgeting/index',
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},
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items: [
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'budgeting/categories',
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'budgeting/returns-and-reimbursements',
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{
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type: 'category',
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label: 'Managing Credit Cards',
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collapsible: true,
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link: {
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type: 'doc',
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id: 'budgeting/credit-cards/index',
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},
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items: [
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'budgeting/credit-cards/paying-in-full',
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'budgeting/credit-cards/carrying-debt',
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],
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},
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'budgeting/multi-currency',
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'budgeting/joint-accounts',
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'advanced/restart',
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],
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},
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// End of Budgeting
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'schedules',
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{
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type: 'category',
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label: 'Accounts & Transactions',
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collapsed: true,
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link: {
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type: 'doc',
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id: 'accounts/index',
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},
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items: [
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'transactions/filters',
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'transactions/transfers',
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{
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type: 'category',
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label: 'Rules',
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collapsed: true,
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link: {
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type: 'doc',
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id: 'budgeting/rules/index',
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},
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items: ['budgeting/rules/custom'],
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},
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'transactions/importing',
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'transactions/merging',
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'accounts/reconciliation',
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'transactions/payees',
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'transactions/bulk-editing',
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'transactions/tags',
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{
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type: 'category',
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label: 'Connecting Your Bank',
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link: {
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type: 'doc',
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id: 'advanced/bank-sync',
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},
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items: [
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'advanced/bank-sync/gocardless',
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'advanced/bank-sync/simplefin',
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],
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},
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'advanced/scripts/modify-transfers',
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],
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},
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{
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type: 'category',
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label: 'Reports',
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collapsed: true,
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link: {
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type: 'doc',
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id: 'reports/index',
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},
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items: ['reports/custom-reports'],
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},
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{
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type: 'category',
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label: 'Backup & Restore',
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collapsed: true,
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items: ['backup-restore/backup', 'backup-restore/restore'],
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},
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'settings/index',
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'getting-started/sync',
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'getting-started/manage-files',
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{
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type: 'category',
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label: 'Experimental features',
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collapsed: true,
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link: {
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type: 'doc',
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id: 'experimental/index',
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},
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items: [
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'experimental/goal-templates',
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'experimental/monthly-cleanup',
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'experimental/rule-templating',
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'experimental/formulas',
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'experimental/pluggyai',
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'experimental/crossover-point-report',
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'experimental/custom-themes',
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'experimental/budget-analysis-report',
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],
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},
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'getting-started/tips-tricks',
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{
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type: 'category',
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label: 'API',
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link: { type: 'doc', id: 'api/index' },
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items: [
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'api/reference',
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{
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type: 'category',
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label: 'ActualQL',
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collapsed: true,
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link: {
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type: 'doc',
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id: 'api/actual-ql/index',
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},
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items: ['api/actual-ql/functions', 'api/actual-ql/examples'],
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},
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],
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},
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],
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},
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{
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type: 'category',
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label: 'Help & Support',
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collapsible: false,
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className: 'no-indent',
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items: [
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'faq',
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'actual-server-repo-move',
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{
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type: 'category',
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label: 'Troubleshooting',
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collapsed: true,
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items: [
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'troubleshooting/server',
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'troubleshooting/shared-array-buffer',
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'troubleshooting/reset_password',
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'troubleshooting/edge-browser',
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],
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},
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'community-repos',
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],
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},
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{
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type: 'category',
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label: 'Contributing',
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link: {
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type: 'doc',
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id: 'contributing/index',
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},
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collapsed: true,
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items: [
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{
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type: 'link',
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label: 'Open Bug Reports',
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href: 'https://github.com/actualbudget/actual/issues',
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},
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{
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type: 'link',
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label: 'Feature Requests',
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href: 'https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+',
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},
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{
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type: 'category',
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label: 'The Actual Project Structure',
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link: {
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type: 'doc',
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id: 'contributing/project-details/index',
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},
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items: [
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'contributing/project-details/database',
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'contributing/project-details/architecture',
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'contributing/project-details/feature-flags',
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'contributing/project-details/electron',
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'contributing/project-details/migrations',
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'contributing/project-details/advice',
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],
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},
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'contributing/development-setup',
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'contributing/testing',
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'contributing/code-style',
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'contributing/troubleshooting',
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'contributing/i18n',
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'contributing/preview-builds',
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'contributing/releasing',
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'contributing/windows',
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{
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type: 'category',
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label: 'Documentation',
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collapsible: false,
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className: 'no-indent',
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items: ['contributing/writing-docs'],
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},
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{
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type: 'category',
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label: 'Project Leadership',
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collapsible: false,
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className: 'no-indent',
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items: [
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'contributing/leadership/funding',
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'contributing/leadership/triaging-issues',
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'contributing/leadership/new-core-contributors-guide',
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'contributing/leadership/cursor-ide',
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'contributing/leadership/paying-contributors',
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],
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},
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],
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},
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],
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};
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module.exports = sidebars;
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