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queried cleared balance for tooltip #1678

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merged 6 commits into from
Sep 13, 2023

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shaankhosla
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This fixes #1376 by using the cleared balance in the reconciliation tooltip.

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static/js/main.js 1.11 MB 0%
static/js/678.chunk.js 420.74 kB 0%
static/media/Inter-italic.var.woff2 239.29 kB 0%
static/media/Inter-roman.var.woff2 221.86 kB 0%
static/js/713.chunk.js 156.56 kB 0%
static/js/wide-components.chunk.js 125.58 kB 0%
static/js/231.chunk.js 117.37 kB 0%
static/js/narrow-components.chunk.js 34.13 kB 0%
static/js/reports.chunk.js 28.65 kB 0%
static/js/473.chunk.js 13 kB 0%
static/js/389.chunk.js 12.76 kB 0%
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static/css/main.css 7.41 kB 0%
asset-manifest.json 2.07 kB 0%
index.html 1.66 kB 0%
static/media/browser-server.js 903 B 0%

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@shaankhosla
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@MatissJanis @rich-howell is there anything I can do to move this along?

I think this pull request will be really useful to folks who reconcile a lot. It'll save a click or two for me each time (which will be helpful with the other issue about locking transactions), and also brings us more in-line with how YNAB reconciliation works.

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Thanks!

@MatissJanis MatissJanis merged commit b6100cf into actualbudget:master Sep 13, 2023
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@trafico-bot trafico-bot bot added ✨ Merged Pull Request has been merged successfully and removed ✅ Approved labels Sep 13, 2023
@rich-howell
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Awesome, thanks for this.

@shaankhosla
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Awesome, thanks for this.

of course, glad this made it in

shall0pass pushed a commit to shall0pass/actual that referenced this pull request Sep 16, 2023
* 🔥 removing privacyMode feature flag (actualbudget#1688)

* 🎨  fix multiline label in schedules modal (actualbudget#1687)

* Update Visual Regression README File (actualbudget#1689)

* Fix typo in GoCardlessLink.js (actualbudget#1684)

happend -> happened

* queried cleared balance for tooltip (actualbudget#1678)

* Dark Theme Reports/Settings (actualbudget#1512)

* 🐛 Mobile account transaction list: Fix sticky date section headers (actualbudget#1698)

* 👷  do not cancel github ci jobs on master branch (actualbudget#1692)

* Sidebar Account Fix (actualbudget#1703)

* Dark Theme Final (actualbudget#1513)

* Category autocomplete should only search selectable categories  (actualbudget#1681)

* set colors based on a goal value

* extra comment

---------

Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
Co-authored-by: Crazypkr1099 <nicholas.lacasse430@gmail.com>
Co-authored-by: Ikko Eltociear Ashimine <eltociear@gmail.com>
Co-authored-by: Shaan Khosla <35707672+shaankhosla@users.noreply.github.com>
Co-authored-by: Neil <55785687+carkom@users.noreply.github.com>
Co-authored-by: Trevor Farlow <trevdor@users.noreply.github.com>
shall0pass added a commit that referenced this pull request Sep 24, 2023
* first pass at progress bar

* db migration / enter goal in db

* add getGoal function

* stabilize

* whoops

* TS

* reset goal in db if no template found

* reconfirm

* release note

* typo

* rename migration

* to ms

* move priority logic, consistent variable names,

* fixup

* clear goal if template removed

* Visual goals (#40)

* 🔥 removing privacyMode feature flag (#1688)

* 🎨  fix multiline label in schedules modal (#1687)

* Update Visual Regression README File (#1689)

* Fix typo in GoCardlessLink.js (#1684)

happend -> happened

* queried cleared balance for tooltip (#1678)

* Dark Theme Reports/Settings (#1512)

* 🐛 Mobile account transaction list: Fix sticky date section headers (#1698)

* 👷  do not cancel github ci jobs on master branch (#1692)

* Sidebar Account Fix (#1703)

* Dark Theme Final (#1513)

* Category autocomplete should only search selectable categories  (#1681)

* set colors based on a goal value

* extra comment

---------

Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
Co-authored-by: Crazypkr1099 <nicholas.lacasse430@gmail.com>
Co-authored-by: Ikko Eltociear Ashimine <eltociear@gmail.com>
Co-authored-by: Shaan Khosla <35707672+shaankhosla@users.noreply.github.com>
Co-authored-by: Neil <55785687+carkom@users.noreply.github.com>
Co-authored-by: Trevor Farlow <trevdor@users.noreply.github.com>

* update release note

* lint

* use null as cleared state

* show goal status via colors (#41)

* cleanup

* I think its working

* lint

* fix the error by adding colors to the report side (#42)

* [refactor] Migrate Schedules Table to typescript (#1691)

* 🔧  removing unnecessary manual module resolution (#1707)

* 🐛 (mobile) scrolling in lists with pull-to-refresh (#1706)

* 💄 (mobile) updating apple home-screen icon (#1705)

* Enhance Y-Axis Scaling on Net Worth Graph (#1709)

* fix report budget, by adding in the goal coloring

---------

Co-authored-by: Mohamed Muhsin <62111075+muhsinkamil@users.noreply.github.com>
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
Co-authored-by: Crazypkr1099 <nicholas.lacasse430@gmail.com>

* report budget database updates

* Fix schedule searchbar (#1729)

---------

Co-authored-by: youngcw <calebyoung94@gmail.com>
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
Co-authored-by: Crazypkr1099 <nicholas.lacasse430@gmail.com>
Co-authored-by: Ikko Eltociear Ashimine <eltociear@gmail.com>
Co-authored-by: Shaan Khosla <35707672+shaankhosla@users.noreply.github.com>
Co-authored-by: Neil <55785687+carkom@users.noreply.github.com>
Co-authored-by: Trevor Farlow <trevdor@users.noreply.github.com>
Co-authored-by: Mohamed Muhsin <62111075+muhsinkamil@users.noreply.github.com>
youngcw added a commit that referenced this pull request Nov 8, 2023
* first pass at progress bar

* db migration / enter goal in db

* add getGoal function

* stabilize

* whoops

* TS

* reset goal in db if no template found

* reconfirm

* release note

* typo

* rename migration

* to ms

* move priority logic, consistent variable names,

* fixup

* clear goal if template removed

* Visual goals (#40)

* 🔥 removing privacyMode feature flag (#1688)

* 🎨  fix multiline label in schedules modal (#1687)

* Update Visual Regression README File (#1689)

* Fix typo in GoCardlessLink.js (#1684)

happend -> happened

* queried cleared balance for tooltip (#1678)

* Dark Theme Reports/Settings (#1512)

* 🐛 Mobile account transaction list: Fix sticky date section headers (#1698)

* 👷  do not cancel github ci jobs on master branch (#1692)

* Sidebar Account Fix (#1703)

* Dark Theme Final (#1513)

* Category autocomplete should only search selectable categories  (#1681)

* set colors based on a goal value

* extra comment

---------

Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
Co-authored-by: Crazypkr1099 <nicholas.lacasse430@gmail.com>
Co-authored-by: Ikko Eltociear Ashimine <eltociear@gmail.com>
Co-authored-by: Shaan Khosla <35707672+shaankhosla@users.noreply.github.com>
Co-authored-by: Neil <55785687+carkom@users.noreply.github.com>
Co-authored-by: Trevor Farlow <trevdor@users.noreply.github.com>

* update release note

* lint

* use null as cleared state

* show goal status via colors (#41)

* cleanup

* I think its working

* lint

* fix report budget, by adding in the goal coloring

* fix the error by adding colors to the report side (#42)

* [refactor] Migrate Schedules Table to typescript (#1691)

* 🔧  removing unnecessary manual module resolution (#1707)

* 🐛 (mobile) scrolling in lists with pull-to-refresh (#1706)

* 💄 (mobile) updating apple home-screen icon (#1705)

* Enhance Y-Axis Scaling on Net Worth Graph (#1709)

* fix report budget, by adding in the goal coloring

---------

Co-authored-by: Mohamed Muhsin <62111075+muhsinkamil@users.noreply.github.com>
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
Co-authored-by: Crazypkr1099 <nicholas.lacasse430@gmail.com>

* report budget database updates

* Goal progress bar (#1734)

* first pass at progress bar

* db migration / enter goal in db

* add getGoal function

* stabilize

* whoops

* TS

* reset goal in db if no template found

* reconfirm

* release note

* typo

* rename migration

* to ms

* move priority logic, consistent variable names,

* fixup

* clear goal if template removed

* Visual goals (#40)

* 🔥 removing privacyMode feature flag (#1688)

* 🎨  fix multiline label in schedules modal (#1687)

* Update Visual Regression README File (#1689)

* Fix typo in GoCardlessLink.js (#1684)

happend -> happened

* queried cleared balance for tooltip (#1678)

* Dark Theme Reports/Settings (#1512)

* 🐛 Mobile account transaction list: Fix sticky date section headers (#1698)

* 👷  do not cancel github ci jobs on master branch (#1692)

* Sidebar Account Fix (#1703)

* Dark Theme Final (#1513)

* Category autocomplete should only search selectable categories  (#1681)

* set colors based on a goal value

* extra comment

---------

Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
Co-authored-by: Crazypkr1099 <nicholas.lacasse430@gmail.com>
Co-authored-by: Ikko Eltociear Ashimine <eltociear@gmail.com>
Co-authored-by: Shaan Khosla <35707672+shaankhosla@users.noreply.github.com>
Co-authored-by: Neil <55785687+carkom@users.noreply.github.com>
Co-authored-by: Trevor Farlow <trevdor@users.noreply.github.com>

* update release note

* lint

* use null as cleared state

* show goal status via colors (#41)

* cleanup

* I think its working

* lint

* fix the error by adding colors to the report side (#42)

* [refactor] Migrate Schedules Table to typescript (#1691)

* 🔧  removing unnecessary manual module resolution (#1707)

* 🐛 (mobile) scrolling in lists with pull-to-refresh (#1706)

* 💄 (mobile) updating apple home-screen icon (#1705)

* Enhance Y-Axis Scaling on Net Worth Graph (#1709)

* fix report budget, by adding in the goal coloring

---------

Co-authored-by: Mohamed Muhsin <62111075+muhsinkamil@users.noreply.github.com>
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
Co-authored-by: Crazypkr1099 <nicholas.lacasse430@gmail.com>

* report budget database updates

* Fix schedule searchbar (#1729)

---------

Co-authored-by: youngcw <calebyoung94@gmail.com>
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
Co-authored-by: Crazypkr1099 <nicholas.lacasse430@gmail.com>
Co-authored-by: Ikko Eltociear Ashimine <eltociear@gmail.com>
Co-authored-by: Shaan Khosla <35707672+shaankhosla@users.noreply.github.com>
Co-authored-by: Neil <55785687+carkom@users.noreply.github.com>
Co-authored-by: Trevor Farlow <trevdor@users.noreply.github.com>
Co-authored-by: Mohamed Muhsin <62111075+muhsinkamil@users.noreply.github.com>

* working dynamic colors.  Need to figure out what changes are actually needed

* cleanup

* more cleanup

* lint

* reset the goal when applying a single template

* make getCategory function

* remove some unneeded changes

* actually remove the changes, not just comment

* cleanup some unneeded code that was causing some bugs. Works for me, but should be vetted more

* lint

* add json definitions to database

* use template feature flag to enable colors

* some fixes

* don't set goals for remainders, remove unneeded change

* lint

* release note

* lint again

* fix mobile crash

* undo changes in CellValue.tsx

* lint

* use getStyle

* move status calc to helper

* lint

* recommendations

* suggestion

Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com>

---------

Co-authored-by: shall0pass <20625555+shall0pass@users.noreply.github.com>
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
Co-authored-by: Crazypkr1099 <nicholas.lacasse430@gmail.com>
Co-authored-by: Ikko Eltociear Ashimine <eltociear@gmail.com>
Co-authored-by: Shaan Khosla <35707672+shaankhosla@users.noreply.github.com>
Co-authored-by: Neil <55785687+carkom@users.noreply.github.com>
Co-authored-by: Trevor Farlow <trevdor@users.noreply.github.com>
Co-authored-by: Mohamed Muhsin <62111075+muhsinkamil@users.noreply.github.com>
Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com>
FlorianLang06 pushed a commit to FlorianLang06/actual that referenced this pull request Mar 7, 2024
FlorianLang06 pushed a commit to FlorianLang06/actual that referenced this pull request Mar 7, 2024
…albudget#1780)

* first pass at progress bar

* db migration / enter goal in db

* add getGoal function

* stabilize

* whoops

* TS

* reset goal in db if no template found

* reconfirm

* release note

* typo

* rename migration

* to ms

* move priority logic, consistent variable names,

* fixup

* clear goal if template removed

* Visual goals (#40)

* 🔥 removing privacyMode feature flag (actualbudget#1688)

* 🎨  fix multiline label in schedules modal (actualbudget#1687)

* Update Visual Regression README File (actualbudget#1689)

* Fix typo in GoCardlessLink.js (actualbudget#1684)

happend -> happened

* queried cleared balance for tooltip (actualbudget#1678)

* Dark Theme Reports/Settings (actualbudget#1512)

* 🐛 Mobile account transaction list: Fix sticky date section headers (actualbudget#1698)

* 👷  do not cancel github ci jobs on master branch (actualbudget#1692)

* Sidebar Account Fix (actualbudget#1703)

* Dark Theme Final (actualbudget#1513)

* Category autocomplete should only search selectable categories  (actualbudget#1681)

* set colors based on a goal value

* extra comment

---------

Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
Co-authored-by: Crazypkr1099 <nicholas.lacasse430@gmail.com>
Co-authored-by: Ikko Eltociear Ashimine <eltociear@gmail.com>
Co-authored-by: Shaan Khosla <35707672+shaankhosla@users.noreply.github.com>
Co-authored-by: Neil <55785687+carkom@users.noreply.github.com>
Co-authored-by: Trevor Farlow <trevdor@users.noreply.github.com>

* update release note

* lint

* use null as cleared state

* show goal status via colors (actualbudget#41)

* cleanup

* I think its working

* lint

* fix report budget, by adding in the goal coloring

* fix the error by adding colors to the report side (actualbudget#42)

* [refactor] Migrate Schedules Table to typescript (actualbudget#1691)

* 🔧  removing unnecessary manual module resolution (actualbudget#1707)

* 🐛 (mobile) scrolling in lists with pull-to-refresh (actualbudget#1706)

* 💄 (mobile) updating apple home-screen icon (actualbudget#1705)

* Enhance Y-Axis Scaling on Net Worth Graph (actualbudget#1709)

* fix report budget, by adding in the goal coloring

---------

Co-authored-by: Mohamed Muhsin <62111075+muhsinkamil@users.noreply.github.com>
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
Co-authored-by: Crazypkr1099 <nicholas.lacasse430@gmail.com>

* report budget database updates

* Goal progress bar (actualbudget#1734)

* first pass at progress bar

* db migration / enter goal in db

* add getGoal function

* stabilize

* whoops

* TS

* reset goal in db if no template found

* reconfirm

* release note

* typo

* rename migration

* to ms

* move priority logic, consistent variable names,

* fixup

* clear goal if template removed

* Visual goals (#40)

* 🔥 removing privacyMode feature flag (actualbudget#1688)

* 🎨  fix multiline label in schedules modal (actualbudget#1687)

* Update Visual Regression README File (actualbudget#1689)

* Fix typo in GoCardlessLink.js (actualbudget#1684)

happend -> happened

* queried cleared balance for tooltip (actualbudget#1678)

* Dark Theme Reports/Settings (actualbudget#1512)

* 🐛 Mobile account transaction list: Fix sticky date section headers (actualbudget#1698)

* 👷  do not cancel github ci jobs on master branch (actualbudget#1692)

* Sidebar Account Fix (actualbudget#1703)

* Dark Theme Final (actualbudget#1513)

* Category autocomplete should only search selectable categories  (actualbudget#1681)

* set colors based on a goal value

* extra comment

---------

Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
Co-authored-by: Crazypkr1099 <nicholas.lacasse430@gmail.com>
Co-authored-by: Ikko Eltociear Ashimine <eltociear@gmail.com>
Co-authored-by: Shaan Khosla <35707672+shaankhosla@users.noreply.github.com>
Co-authored-by: Neil <55785687+carkom@users.noreply.github.com>
Co-authored-by: Trevor Farlow <trevdor@users.noreply.github.com>

* update release note

* lint

* use null as cleared state

* show goal status via colors (actualbudget#41)

* cleanup

* I think its working

* lint

* fix the error by adding colors to the report side (actualbudget#42)

* [refactor] Migrate Schedules Table to typescript (actualbudget#1691)

* 🔧  removing unnecessary manual module resolution (actualbudget#1707)

* 🐛 (mobile) scrolling in lists with pull-to-refresh (actualbudget#1706)

* 💄 (mobile) updating apple home-screen icon (actualbudget#1705)

* Enhance Y-Axis Scaling on Net Worth Graph (actualbudget#1709)

* fix report budget, by adding in the goal coloring

---------

Co-authored-by: Mohamed Muhsin <62111075+muhsinkamil@users.noreply.github.com>
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
Co-authored-by: Crazypkr1099 <nicholas.lacasse430@gmail.com>

* report budget database updates

* Fix schedule searchbar (actualbudget#1729)

---------

Co-authored-by: youngcw <calebyoung94@gmail.com>
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
Co-authored-by: Crazypkr1099 <nicholas.lacasse430@gmail.com>
Co-authored-by: Ikko Eltociear Ashimine <eltociear@gmail.com>
Co-authored-by: Shaan Khosla <35707672+shaankhosla@users.noreply.github.com>
Co-authored-by: Neil <55785687+carkom@users.noreply.github.com>
Co-authored-by: Trevor Farlow <trevdor@users.noreply.github.com>
Co-authored-by: Mohamed Muhsin <62111075+muhsinkamil@users.noreply.github.com>

* working dynamic colors.  Need to figure out what changes are actually needed

* cleanup

* more cleanup

* lint

* reset the goal when applying a single template

* make getCategory function

* remove some unneeded changes

* actually remove the changes, not just comment

* cleanup some unneeded code that was causing some bugs. Works for me, but should be vetted more

* lint

* add json definitions to database

* use template feature flag to enable colors

* some fixes

* don't set goals for remainders, remove unneeded change

* lint

* release note

* lint again

* fix mobile crash

* undo changes in CellValue.tsx

* lint

* use getStyle

* move status calc to helper

* lint

* recommendations

* suggestion

Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com>

---------

Co-authored-by: shall0pass <20625555+shall0pass@users.noreply.github.com>
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
Co-authored-by: Crazypkr1099 <nicholas.lacasse430@gmail.com>
Co-authored-by: Ikko Eltociear Ashimine <eltociear@gmail.com>
Co-authored-by: Shaan Khosla <35707672+shaankhosla@users.noreply.github.com>
Co-authored-by: Neil <55785687+carkom@users.noreply.github.com>
Co-authored-by: Trevor Farlow <trevdor@users.noreply.github.com>
Co-authored-by: Mohamed Muhsin <62111075+muhsinkamil@users.noreply.github.com>
Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com>
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[Bug]: Reconciliation Figures
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