Files
actual/upcoming-release-notes/5554.md
scojo b80c2d002b Add Crossover Report (#5554)
* Add Crossover Report

* Fix lint and typecheck

* Use useFormat hook for formatting, make spreadsheet always return cents

* Change defaults to all categories and accounts. Return 0 when no categories selected

* Change error handling to use addNotification

* Detect if crossover has already happened before projecting

* [autofix.ci] apply automated fixes

* lint:fix. Only get first crossoverIdx

* Annualize historical return via compounding, not multiplication
Use effective monthly rate from annual return
Guard against undefined starting balance

* Optional guard in median helper for future-proofing
Use consistent rounding when checking the projected crossover
Avoid O(n^2) lookups when aggregating balances by month

* Add Crossover Report Feature Flag

* Add option to show hidden categories

* Remove estimated return placeholder text since the formatting was unclear

* Initialize defaults when widget meta is absent

* Hidden categories remain in expense totals

* [autofix.ci] apply automated fixes

* Update packages/loot-core/src/types/prefs.ts

Fix merge conflict semi-colon

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

* Update prefs.ts

Try again to fix merge conflict.

* Fix percentage inputs showing trailing zeros for some numbers

* Fix projection not happening if crossover happens historically but then reverts

* some tweaks for consideration.  Remove if undesired

* go back to original math

* Fix change in percentage formatting for CrossoverCard

* Optimize date range calculation and add cleanup to CrossoverCard
Use format utility for years to retire
Replaced hardcoded color with theme token

* [autofix.ci] apply automated fixes

* Try again to standardize display and storage of percentages without repeating decimals

* Add tooltips with descriptions to crossover chart inputs

* Refactor Crossover component to use translation for 'N/A' strings and simplify estimatedReturn assignment

* Refactor Crossover components to improve date range calculations and ensure proper handling of the latest month

* Fix typo in Crossover component: corrected "retirment" to "retirement" in user instructions

---------

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>
2025-11-07 08:33:22 -07:00

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category authors
Features
sjones512

Add a Crossover Report for tracking progress towards financial independence.