mirror of
https://github.com/actualbudget/actual.git
synced 2026-03-12 04:55:06 -05:00
* 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>