Files
actual/packages/docs/static
tabedzki e4903ca6e3 Feat/add-budget-analysis-report (#6137)
* 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

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* feat: added new feature to the Reports Page in the test budget

* fix: amended the reports.test.ts file to expect Budget Analysis

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* revert: removed the inclusion of the Budget Analysis tool from the test file

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* fix: changed the display to always be monthly since budgets are monthly; removed the 1month view

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* [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

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* fix: added budget-analysis doc to sidebar

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* 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

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* 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

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* 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

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* fix: removed color descriptors from the chart

* fix: update color themes for Budget Analysis to use custom theme definitions

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* feat: update Budget Analysis merge md file

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* fix: update budget analysis report image

* fix: white space adjustment in descriptor

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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>
2026-01-24 20:00:10 +00:00
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