[Doc] More tour image (mostly) updates & a hotkey fix#7328
[Doc] More tour image (mostly) updates & a hotkey fix#7328youngcw merged 15 commits intoactualbudget:masterfrom
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Updated keyboard shortcut instructions for Mac & make consistent.
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📝 WalkthroughWalkthroughUpdated undo shortcut Changes
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Actionable comments posted: 1
🤖 Prompt for all review comments with AI agents
Verify each finding against the current code and only fix it if needed.
Inline comments:
In `@packages/docs/docs/tour/payees.md`:
- Around line 18-19: The documentation shows the wrong shortcut key in the Key
component usage: change the attribute k="k" to k="z" for both occurrences so the
text reads Ctrl+Z (Windows) / Cmd+Z (Mac); locate the Key component instances
with mod="ctrl"/mod="cmd" and fixed and update their k attribute from "k" to "z"
to match the application's undo handler and tips-tricks.md.
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Fix all unresolved CodeRabbit comments on this PR:
- Push a commit to this branch (recommended)
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packages/docs/docs/tour/payees.mdpackages/docs/static/img/a-tour-of-actual/tour-budget-overview.webppackages/docs/static/img/a-tour-of-actual/tour-payees-delete-merge.webppackages/docs/static/img/a-tour-of-actual/tour-reports-cashflow.webppackages/docs/static/img/a-tour-of-actual/tour-reports-daily-expenses-graph.webppackages/docs/static/img/a-tour-of-actual/tour-reports-daily-expenses-table.webppackages/docs/static/img/a-tour-of-actual/tour-reports-overview.webppackages/docs/static/img/a-tour-of-actual/tour-schedules-overview.webp
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🤖 Auto-generated Release Notes Hey @Juulz! I've automatically created a release notes file based on CodeRabbit's analysis: Category: Enhancements If you're happy with this release note, you can add it to your pull request. If not, you'll need to add your own before a maintainer can review your change. |
Updated keyboard shortcut for undo operation in payees guide. COFFEE!
Updated category descriptions and improved Markdown support details.
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Actionable comments posted: 2
🤖 Prompt for all review comments with AI agents
Verify each finding against the current code and only fix it if needed.
Inline comments:
In `@packages/docs/docs/tour/budget.md`:
- Around line 52-53: Rewrite the awkward sentence so it reads clearly; replace
"Categories have the same functionality groups: hide, rename and delete." with a
cleaner phrasing such as "Categories have the same functionality: hide, rename,
and delete." (ensure the comma after "rename" is present) and keep the following
sentence about adding a note unchanged.
- Line 40: The image markdown line
"" has empty alt text
(lint rule MD045); update it to include a concise, descriptive alt string (for
example replace with ""),
then run yarn lint:fix to resolve the MD045 violation before committing.
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packages/docs/docs/tour/budget.md
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♻️ Duplicate comments (2)
packages/docs/docs/tour/budget.md (2)
40-40:⚠️ Potential issue | 🟡 MinorAdd alt text for the new tour image (MD045).
Line 40 still uses empty alt text, which fails markdown linting and hurts accessibility.
Suggested fix
- +As per coding guidelines "
**/*.{ts,tsx,js,jsx,md,json}: Runyarn lint:fixto automatically fix linting errors before committing".🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@packages/docs/docs/tour/budget.md` at line 40, The markdown image tag "" has an empty alt attribute; replace it with a concise, descriptive alt text (e.g., alt="Tour budget top note hover showing ...") so the image becomes "![][...]" with an alt value, then run yarn lint:fix to satisfy MD045 and project lint rules; reference the image filename tour-budget-top-note-hover.webp to locate and update the tag in the document.
52-52:⚠️ Potential issue | 🟡 MinorTighten sentence punctuation for consistency.
Line 52 reads a bit awkwardly; add the serial comma for consistency with surrounding prose.
Suggested fix
-Let's look at a category (as seen in the purple box). Categories have the same functionality as groups: hide, rename and delete. And, of course, you +Let's look at a category (as seen in the purple box). Categories have the same functionality as groups: hide, rename, and delete. And, of course, you🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@packages/docs/docs/tour/budget.md` at line 52, The sentence "Let's look at a category (as seen in the purple box). Categories have the same functionality as groups: hide, rename and delete. And, of course, you" is missing the serial comma; update the list in the sentence that mentions actions for categories (the line containing "hide, rename and delete") to use the Oxford comma ("hide, rename, and delete") so punctuation matches surrounding prose.
🤖 Prompt for all review comments with AI agents
Verify each finding against the current code and only fix it if needed.
Duplicate comments:
In `@packages/docs/docs/tour/budget.md`:
- Line 40: The markdown image tag
"" has an empty alt
attribute; replace it with a concise, descriptive alt text (e.g., alt="Tour
budget top note hover showing ...") so the image becomes "![][...]" with an alt
value, then run yarn lint:fix to satisfy MD045 and project lint rules; reference
the image filename tour-budget-top-note-hover.webp to locate and update the tag
in the document.
- Line 52: The sentence "Let's look at a category (as seen in the purple box).
Categories have the same functionality as groups: hide, rename and delete. And,
of course, you" is missing the serial comma; update the list in the sentence
that mentions actions for categories (the line containing "hide, rename and
delete") to use the Oxford comma ("hide, rename, and delete") so punctuation
matches surrounding prose.
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packages/docs/docs/tour/budget.mdpackages/docs/static/img/a-tour-of-actual/tour-budget-details.webppackages/docs/static/img/a-tour-of-actual/tour-budget-top-expanded.webppackages/docs/static/img/a-tour-of-actual/tour-budget-top-minimized.webppackages/docs/static/img/a-tour-of-actual/tour-budget-top-note-hover.webppackages/docs/static/img/a-tour-of-actual/tour-overview-of-user-interface.webppackages/docs/static/img/a-tour-of-actual/tour-overview-sidebar.webppackages/docs/static/img/a-tour-of-actual/tour-overview-top-right.webp
Corrected a typo in the documentation regarding the chevrons and clarified the description of rendered Markdown.
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Actionable comments posted: 1
♻️ Duplicate comments (2)
packages/docs/docs/tour/budget.md (2)
52-52:⚠️ Potential issue | 🟡 MinorUse a serial comma in the action list.
Line 52 reads better as “hide, rename, and delete.”
Suggested fix
-Let's look at a category (as seen in the purple box). Categories have the same functionality as groups: hide, rename and delete. And, of course, you +Let's look at a category (as seen in the purple box). Categories have the same functionality as groups: hide, rename, and delete. And, of course, you🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@packages/docs/docs/tour/budget.md` at line 52, Update the sentence in the docs line that currently reads "hide, rename and delete" to use a serial (Oxford) comma: change it to "hide, rename, and delete" in packages/docs/docs/tour/budget.md so the action list uses consistent punctuation.
40-40:⚠️ Potential issue | 🟡 MinorAdd descriptive alt text to the new screenshot.
Line 40 still has empty alt text (
), which triggers MD045.Suggested fix
- +As per coding guidelines "
**/*.{ts,tsx,js,jsx,md,json}: Runyarn lint:fixto automatically fix linting errors before committing".🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@packages/docs/docs/tour/budget.md` at line 40, The image markdown '' has empty alt text (triggers MD045); replace the empty brackets with a concise descriptive alt string (e.g., 'Screenshot of budget tour top note hover state') so it becomes '', and then run your project's linter auto-fix command (yarn lint:fix) to ensure the MD045 warning is resolved.
🤖 Prompt for all review comments with AI agents
Verify each finding against the current code and only fix it if needed.
Inline comments:
In `@packages/docs/docs/tour/budget.md`:
- Line 24: Replace the misspelled word "cheverons" with the correct spelling
"chevrons" in the markdown content (the sentence starting "You can minimize the
header by clicking on the cheverons...") so the text reads "You can minimize the
header by clicking on the chevrons (seen in the yellow box)."
---
Duplicate comments:
In `@packages/docs/docs/tour/budget.md`:
- Line 52: Update the sentence in the docs line that currently reads "hide,
rename and delete" to use a serial (Oxford) comma: change it to "hide, rename,
and delete" in packages/docs/docs/tour/budget.md so the action list uses
consistent punctuation.
- Line 40: The image markdown
'' has empty alt text
(triggers MD045); replace the empty brackets with a concise descriptive alt
string (e.g., 'Screenshot of budget tour top note hover state') so it becomes
'', and then run your project's linter auto-fix command (yarn
lint:fix) to ensure the MD045 warning is resolved.
🪄 Autofix (Beta)
Fix all unresolved CodeRabbit comments on this PR:
- Push a commit to this branch (recommended)
- Create a new PR with the fixes
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packages/docs/docs/tour/budget.md
actualbudget#7309) * get pr release note from PR, not top of master * note
…dget#7311) (actualbudget#7322) * [AI] Mobile: pass today for Post transaction today on global account lists (actualbudget#7311) All Accounts, On budget, and Off budget transaction lists now forward the today flag to schedule/post-transaction, matching single-account mobile and desktop behavior. Made-with: Cursor * [AI] Add release note for PR 7322 (actualbudget#7311) Made-with: Cursor * [AI] Tighten release note wording for PR 7322 (imperative) Made-with: Cursor --------- Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com>
5ec4dbe
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* Fix keyboard shortcut Mac key for undo operations Updated keyboard shortcut instructions for Mac & make consistent. * Add files via upload * Fix undo shortcut from 'K' to 'Z' Updated keyboard shortcut for undo operation in payees guide. COFFEE! * Revise budget section for clarity and consistency Updated category descriptions and improved Markdown support details. * Add files via upload * Fix grammatical error in budget.md * Fix typo and clarify Markdown description in budget.md Corrected a typo in the documentation regarding the chevrons and clarified the description of rendered Markdown. * Fix spelling error in budget documentation Corrected the spelling of 'cheverons' to 'chevrons'. * Add files via upload * Remove redundant text in budget.md * Fix formatting issues in payees.md * count points script should fetch the release note from the PR directly (#7309) * get pr release note from PR, not top of master * note * [AI] Mobile: Post transaction today on global account lists (#7311) (#7322) * [AI] Mobile: pass today for Post transaction today on global account lists (#7311) All Accounts, On budget, and Off budget transaction lists now forward the today flag to schedule/post-transaction, matching single-account mobile and desktop behavior. Made-with: Cursor * [AI] Add release note for PR 7322 (#7311) Made-with: Cursor * [AI] Tighten release note wording for PR 7322 (imperative) Made-with: Cursor --------- Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com> --------- Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk> Co-authored-by: Pranay S <pranayritvik@gmail.com> Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com> Co-authored-by: youngcw <calebyoung94@gmail.com>
* Fix keyboard shortcut Mac key for undo operations Updated keyboard shortcut instructions for Mac & make consistent. * Add files via upload * Fix undo shortcut from 'K' to 'Z' Updated keyboard shortcut for undo operation in payees guide. COFFEE! * Revise budget section for clarity and consistency Updated category descriptions and improved Markdown support details. * Add files via upload * Fix grammatical error in budget.md * Fix typo and clarify Markdown description in budget.md Corrected a typo in the documentation regarding the chevrons and clarified the description of rendered Markdown. * Fix spelling error in budget documentation Corrected the spelling of 'cheverons' to 'chevrons'. * Add files via upload * Remove redundant text in budget.md * Fix formatting issues in payees.md * count points script should fetch the release note from the PR directly (#7309) * get pr release note from PR, not top of master * note * [AI] Mobile: Post transaction today on global account lists (#7311) (#7322) * [AI] Mobile: pass today for Post transaction today on global account lists (#7311) All Accounts, On budget, and Off budget transaction lists now forward the today flag to schedule/post-transaction, matching single-account mobile and desktop behavior. Made-with: Cursor * [AI] Add release note for PR 7322 (#7311) Made-with: Cursor * [AI] Tighten release note wording for PR 7322 (imperative) Made-with: Cursor --------- Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com> --------- Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk> Co-authored-by: Pranay S <pranayritvik@gmail.com> Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com> Co-authored-by: youngcw <calebyoung94@gmail.com>
* Fix keyboard shortcut Mac key for undo operations Updated keyboard shortcut instructions for Mac & make consistent. * Add files via upload * Fix undo shortcut from 'K' to 'Z' Updated keyboard shortcut for undo operation in payees guide. COFFEE! * Revise budget section for clarity and consistency Updated category descriptions and improved Markdown support details. * Add files via upload * Fix grammatical error in budget.md * Fix typo and clarify Markdown description in budget.md Corrected a typo in the documentation regarding the chevrons and clarified the description of rendered Markdown. * Fix spelling error in budget documentation Corrected the spelling of 'cheverons' to 'chevrons'. * Add files via upload * Remove redundant text in budget.md * Fix formatting issues in payees.md * count points script should fetch the release note from the PR directly (#7309) * get pr release note from PR, not top of master * note * [AI] Mobile: Post transaction today on global account lists (#7311) (#7322) * [AI] Mobile: pass today for Post transaction today on global account lists (#7311) All Accounts, On budget, and Off budget transaction lists now forward the today flag to schedule/post-transaction, matching single-account mobile and desktop behavior. Made-with: Cursor * [AI] Add release note for PR 7322 (#7311) Made-with: Cursor * [AI] Tighten release note wording for PR 7322 (imperative) Made-with: Cursor --------- Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com> --------- Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk> Co-authored-by: Pranay S <pranayritvik@gmail.com> Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com> Co-authored-by: youngcw <calebyoung94@gmail.com>
* trim down some unused/unnecessary dependencies (#7350) * fix github actions inconsistencies * fix pinning of transitive deps in eslint-plugin * drop use of node-fetch in api * drop md5 dependency in favour of node:crypto * drop slash * drop unused top level packages * add note about node-polyfills warning * remove unused deps from desktop-client * drop pegjs types * note * drop node-jq * [Doc] More tour image (mostly) updates & a hotkey fix (#7328) * Fix keyboard shortcut Mac key for undo operations Updated keyboard shortcut instructions for Mac & make consistent. * Add files via upload * Fix undo shortcut from 'K' to 'Z' Updated keyboard shortcut for undo operation in payees guide. COFFEE! * Revise budget section for clarity and consistency Updated category descriptions and improved Markdown support details. * Add files via upload * Fix grammatical error in budget.md * Fix typo and clarify Markdown description in budget.md Corrected a typo in the documentation regarding the chevrons and clarified the description of rendered Markdown. * Fix spelling error in budget documentation Corrected the spelling of 'cheverons' to 'chevrons'. * Add files via upload * Remove redundant text in budget.md * Fix formatting issues in payees.md * count points script should fetch the release note from the PR directly (#7309) * get pr release note from PR, not top of master * note * [AI] Mobile: Post transaction today on global account lists (#7311) (#7322) * [AI] Mobile: pass today for Post transaction today on global account lists (#7311) All Accounts, On budget, and Off budget transaction lists now forward the today flag to schedule/post-transaction, matching single-account mobile and desktop behavior. Made-with: Cursor * [AI] Add release note for PR 7322 (#7311) Made-with: Cursor * [AI] Tighten release note wording for PR 7322 (imperative) Made-with: Cursor --------- Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com> --------- Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk> Co-authored-by: Pranay S <pranayritvik@gmail.com> Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com> Co-authored-by: youngcw <calebyoung94@gmail.com> * Implement Sankey report for spent and budgeted money (#7220) * Implement Sankey graph report * Add release notes * Update VRT screenshots Auto-generated by VRT workflow PR: #6068 * Remove local debug settings * [autofix.ci] apply automated fixes * Update VRT screenshots Auto-generated by VRT workflow PR: #6068 * Improve graphs from comments * Fix lints * coderabit fixes * Fix filtering and UI enhancements * remove pngs * Fix typecheck * Another type issue * Update VRT screenshots Auto-generated by VRT workflow PR: #6068 * Update VRT screenshots Auto-generated by VRT workflow PR: #6068 * Fix strict typing issues * Update report page Now better conforms with components from other reports, e.g. by reusing Header Makes it possible to display a period longer than one month. * Change view description order * Formatting and cleanup * Removed difference section, as it will be difficult to get a reliable view across months * Introduce the Timeframe param, similar to Spending report, to allow saving a Live sliding window. * Allow filtering just the last month * Fix linting errors * Remove all information about income * Remove debugging statement * Sort categories and subcategories by amount * Move compact mode to spreadsheet to fix Card view more easily * Update tests file * Add release notes * Rename release notes to match PR# * Fix autofix.ci issues * Update packages/desktop-client/e2e/sankey.test.ts Enable experimental feature fall all tests, pr. coderabbit recommendation Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> * Add sankey-card to isWidgetType * Gate Sankey routes to prevent direct URL bypass * Fix typo * Change node transformation to work by key instead of name, to remove risk of duplicate issues Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> * Prevent false-positive pass in month-change test. * Translate mode to a proper label * Fix message for empty data * Enabled LoadingIndicator until data is ready * Change card default mode * More robust filtering * Fixed issue with budgeted spreadsheet not using 'end' date * Allow copying SankeyCard to dashboard * Fix typing and linting issues * Remove e2e tests I cannot currently get them to pass, because I dont fully understand playwright and how they are supposed to work. I can see that they don't exist for other reports. We can add them later if required. * Remove unecessary sankey reference * Refactor spreadsheet * Remove dead code from SankeyGraph * Collect to Other if too many subcategories * Edit wrong comment * Linting and typechecking * Show remaining amount to budget * Hide description on narrow device * Add visual clue if 'To budget' is larger than 'Budgeted' and would extend below the edge of the graph * Add colors to the links * Fix report card showing subcategories instead of main categories * Add tooltip info to Other on SankeyCard * Create globalOther flag and implement greedy category reduction algorithm * Allow user to select between Global or Per category Other * Allow user to choose number of subcategories to show * Allow user to select how subcategories are sorted * Fix budget filtering * [autofix.ci] apply automated fixes * Condense sorting and Other-grouping to one option * Implement Sort as budget option * Dynamically adjust topN based on SankeyCard height * Remove old feature flags from previous PR --------- Co-authored-by: andrewhumble <43395285+andrewhumble@users.noreply.github.com> Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com> 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> * Fix yarn generate:icons command (#7281) * fix icon templates with `module.exports` to `export default` * Add `@svgr/babel-plugin-add-jsx-attribute` to dependencies * Run `yarn generate:icons`, and set prettier singleQuote to reduce changes * Add release note * Add temporary fix for `SvgChartArea` * Add `ChartArea` svg from the existing tsx * CI rerun * Standardise ledger scrolling when using keyboard shortcuts (#7283) * Standardise table keyboard navigation by preventing browser scroll with arrow keys * Add release note * Apply the preventDefault() in specific cases so that it is not applied to default --------- Co-authored-by: youngcw <calebyoung94@gmail.com> * Bump lodash from 4.17.23 to 4.18.1 Bumps [lodash](https://github.com/lodash/lodash) from 4.17.23 to 4.18.1. - [Release notes](https://github.com/lodash/lodash/releases) - [Commits](lodash/lodash@4.17.23...4.18.1) --- updated-dependencies: - dependency-name: lodash dependency-version: 4.18.1 dependency-type: direct:development ... Signed-off-by: dependabot[bot] <support@github.com> * note --------- Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk> Co-authored-by: Juulz <julesmcn@gmail.com> Co-authored-by: Pranay S <pranayritvik@gmail.com> Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com> Co-authored-by: youngcw <calebyoung94@gmail.com> Co-authored-by: Emil Tveden Bjerglund <emilbp@gmail.com> Co-authored-by: andrewhumble <43395285+andrewhumble@users.noreply.github.com> Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com> Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com> Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> Co-authored-by: James Skinner <56730344+JSkinnerUK@users.noreply.github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com> Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
) * trim down some unused/unnecessary dependencies (#7350) * fix github actions inconsistencies * fix pinning of transitive deps in eslint-plugin * drop use of node-fetch in api * drop md5 dependency in favour of node:crypto * drop slash * drop unused top level packages * add note about node-polyfills warning * remove unused deps from desktop-client * drop pegjs types * note * drop node-jq * [Doc] More tour image (mostly) updates & a hotkey fix (#7328) * Fix keyboard shortcut Mac key for undo operations Updated keyboard shortcut instructions for Mac & make consistent. * Add files via upload * Fix undo shortcut from 'K' to 'Z' Updated keyboard shortcut for undo operation in payees guide. COFFEE! * Revise budget section for clarity and consistency Updated category descriptions and improved Markdown support details. * Add files via upload * Fix grammatical error in budget.md * Fix typo and clarify Markdown description in budget.md Corrected a typo in the documentation regarding the chevrons and clarified the description of rendered Markdown. * Fix spelling error in budget documentation Corrected the spelling of 'cheverons' to 'chevrons'. * Add files via upload * Remove redundant text in budget.md * Fix formatting issues in payees.md * count points script should fetch the release note from the PR directly (#7309) * get pr release note from PR, not top of master * note * [AI] Mobile: Post transaction today on global account lists (#7311) (#7322) * [AI] Mobile: pass today for Post transaction today on global account lists (#7311) All Accounts, On budget, and Off budget transaction lists now forward the today flag to schedule/post-transaction, matching single-account mobile and desktop behavior. Made-with: Cursor * [AI] Add release note for PR 7322 (#7311) Made-with: Cursor * [AI] Tighten release note wording for PR 7322 (imperative) Made-with: Cursor --------- Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com> --------- Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk> Co-authored-by: Pranay S <pranayritvik@gmail.com> Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com> Co-authored-by: youngcw <calebyoung94@gmail.com> * Implement Sankey report for spent and budgeted money (#7220) * Implement Sankey graph report * Add release notes * Update VRT screenshots Auto-generated by VRT workflow PR: #6068 * Remove local debug settings * [autofix.ci] apply automated fixes * Update VRT screenshots Auto-generated by VRT workflow PR: #6068 * Improve graphs from comments * Fix lints * coderabit fixes * Fix filtering and UI enhancements * remove pngs * Fix typecheck * Another type issue * Update VRT screenshots Auto-generated by VRT workflow PR: #6068 * Update VRT screenshots Auto-generated by VRT workflow PR: #6068 * Fix strict typing issues * Update report page Now better conforms with components from other reports, e.g. by reusing Header Makes it possible to display a period longer than one month. * Change view description order * Formatting and cleanup * Removed difference section, as it will be difficult to get a reliable view across months * Introduce the Timeframe param, similar to Spending report, to allow saving a Live sliding window. * Allow filtering just the last month * Fix linting errors * Remove all information about income * Remove debugging statement * Sort categories and subcategories by amount * Move compact mode to spreadsheet to fix Card view more easily * Update tests file * Add release notes * Rename release notes to match PR# * Fix autofix.ci issues * Update packages/desktop-client/e2e/sankey.test.ts Enable experimental feature fall all tests, pr. coderabbit recommendation Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> * Add sankey-card to isWidgetType * Gate Sankey routes to prevent direct URL bypass * Fix typo * Change node transformation to work by key instead of name, to remove risk of duplicate issues Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> * Prevent false-positive pass in month-change test. * Translate mode to a proper label * Fix message for empty data * Enabled LoadingIndicator until data is ready * Change card default mode * More robust filtering * Fixed issue with budgeted spreadsheet not using 'end' date * Allow copying SankeyCard to dashboard * Fix typing and linting issues * Remove e2e tests I cannot currently get them to pass, because I dont fully understand playwright and how they are supposed to work. I can see that they don't exist for other reports. We can add them later if required. * Remove unecessary sankey reference * Refactor spreadsheet * Remove dead code from SankeyGraph * Collect to Other if too many subcategories * Edit wrong comment * Linting and typechecking * Show remaining amount to budget * Hide description on narrow device * Add visual clue if 'To budget' is larger than 'Budgeted' and would extend below the edge of the graph * Add colors to the links * Fix report card showing subcategories instead of main categories * Add tooltip info to Other on SankeyCard * Create globalOther flag and implement greedy category reduction algorithm * Allow user to select between Global or Per category Other * Allow user to choose number of subcategories to show * Allow user to select how subcategories are sorted * Fix budget filtering * [autofix.ci] apply automated fixes * Condense sorting and Other-grouping to one option * Implement Sort as budget option * Dynamically adjust topN based on SankeyCard height * Remove old feature flags from previous PR --------- Co-authored-by: andrewhumble <43395285+andrewhumble@users.noreply.github.com> Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com> 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> * Fix yarn generate:icons command (#7281) * fix icon templates with `module.exports` to `export default` * Add `@svgr/babel-plugin-add-jsx-attribute` to dependencies * Run `yarn generate:icons`, and set prettier singleQuote to reduce changes * Add release note * Add temporary fix for `SvgChartArea` * Add `ChartArea` svg from the existing tsx * CI rerun * Standardise ledger scrolling when using keyboard shortcuts (#7283) * Standardise table keyboard navigation by preventing browser scroll with arrow keys * Add release note * Apply the preventDefault() in specific cases so that it is not applied to default --------- Co-authored-by: youngcw <calebyoung94@gmail.com> * Fix updateTransaction corrupting split parents with partial updates (#7242) * [AI] Fix updateTransaction corrupting split parents with partial updates When `api.updateTransaction(id, { notes: '...' })` is called on a split parent, the `updateTransaction` helper replaces the parent with the sparse update object (`{ id, notes }`) instead of merging it with the existing transaction data. This causes `recalculateSplit` to see `amount` as `undefined` (→ 0), which doesn't match the children's total and sets a `SplitTransactionError` on the parent. `makeChild` also inherits undefined `account`, `date`, and `cleared` values, potentially creating broken child rows. Fix: merge the incoming partial fields (`{ ...trans, ...transaction }`) so all existing properties are preserved. Add a test that performs a notes-only update on a split parent and asserts no error is set and the amount stays intact. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * [AI] Add release notes for PR #7242 Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * Address review feedback: remove verbose comment and simplify release note Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> --------- Co-authored-by: L. Warren Thompson <lwarrenthompson@Warren-MBP.local> Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> * [AI] Add electron conditions to loot-core platform/server exports and fix imports - Add "electron" condition to platform/server exports (asyncStorage, connection, fetch, fs, sqlite) so they resolve to .electron.ts files when using the electron export condition - Remove broken ./client/platform export referencing non-existent files - Convert deep relative imports in electron files to subpath imports (#types/prefs, #server/errors, #server/mutators) https://claude.ai/code/session_01FPpKnozt42Mf79YHAT6ytM * [AI] Convert remaining relative imports to subpath imports in electron files - Convert ../fs, ../log, ../../exceptions to subpath imports (#platform/server/fs, #platform/server/log, #platform/exceptions) - Add electron-conditional entries to the imports field in package.json for all 5 platform/server modules with electron variants - Add resolve.conditions: ['electron'] to vite.desktop.config.ts so the electron condition is recognized during desktop builds https://claude.ai/code/session_01FPpKnozt42Mf79YHAT6ytM * Add release notes for PR #7383 * [AI] Fix API build and test failures from conditional exports - Add "api" condition to all 5 platform/server exports and imports entries so the API build resolves to .api.ts variants correctly - Add resolve.conditions and ssr.resolve.conditions: ['api'] to packages/api/vite.config.ts - Add explicit #platform/server/log and #platform/exceptions entries to the imports field (array fallback in #* wildcard doesn't work for directory modules) - Revert #platform/server/fs back to relative ../fs import in asyncStorage/index.electron.ts — subpath imports for platform modules with electron variants don't work in vitest because the test runner doesn't propagate resolve.conditions to Node's import resolution https://claude.ai/code/session_01FPpKnozt42Mf79YHAT6ytM * fix: apply CodeRabbit auto-fixes Fixed 2 file(s) based on 2 unresolved review comments. Co-authored-by: CodeRabbit <noreply@coderabbit.ai> * [autofix.ci] apply automated fixes * Enhance package.json and Vite configurations for Electron support; refactor imports to use new path aliases. Added new paths for server and shared modules, updated SSR settings, and improved test configurations for better module resolution. * [AI] Merge electron condition with default Vite conditions in vitest config Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com> * [AI] Move @ts-strict-ignore comment to first line in reset.ts Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com> --------- Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk> Co-authored-by: Juulz <julesmcn@gmail.com> Co-authored-by: Pranay S <pranayritvik@gmail.com> Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com> Co-authored-by: youngcw <calebyoung94@gmail.com> Co-authored-by: Emil Tveden Bjerglund <emilbp@gmail.com> Co-authored-by: andrewhumble <43395285+andrewhumble@users.noreply.github.com> Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com> Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com> Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> Co-authored-by: James Skinner <56730344+JSkinnerUK@users.noreply.github.com> Co-authored-by: L. Warren Thompson <warren.thompson@zuirail.com> Co-authored-by: L. Warren Thompson <lwarrenthompson@Warren-MBP.local> Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> Co-authored-by: CodeRabbit <noreply@coderabbit.ai> Co-authored-by: Cursor Agent <cursoragent@cursor.com> Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
Description
More Tour Updates:
Update images in tour to 26.3.0 using demo test data file.
Add an image showing the result of the markdown note example.
Update wording on Budget page to fix the changed functions of the icons.
Update Cmd-Z for mac hotkey.
Before:
After:
Note to self... have the code bunny deliver coffee before yelling at me... ☕
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