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Goals: Save full goal value and add an indicator of goal status #1780

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merged 70 commits into from
Nov 8, 2023

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youngcw
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@youngcw youngcw commented Oct 10, 2023

This is a first step in a more capable goal template system. This adds a db column for saving the goal values, then uses that db value to color the category balance based on if the goal is met or not.

The respective handlers for db changes were modified so the budget cache updates as needed, and is setup upon a cache reset.

We also added in a db entry to save the template json so that once a gui is made to create the templates the db is already ready. Writing/reading from that field has been added so that the transition away from the notes will be smoother.

For testing:
Use a test file or an export of your budget to not cause db migration issues.

Existing Behavior/Templates Disabled
image

New Behavior
image

shall0pass and others added 30 commits July 30, 2023 10:25
* 🔥 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 <[email protected]>
Co-authored-by: Crazypkr1099 <[email protected]>
Co-authored-by: Ikko Eltociear Ashimine <[email protected]>
Co-authored-by: Shaan Khosla <[email protected]>
Co-authored-by: Neil <[email protected]>
Co-authored-by: Trevor Farlow <[email protected]>
* cleanup

* I think its working

* lint
* [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 <[email protected]>
Co-authored-by: Matiss Janis Aboltins <[email protected]>
Co-authored-by: Crazypkr1099 <[email protected]>
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Some minor comments but other than that, looks good! :)

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Looks good! Just one last minor comment.

packages/desktop-client/src/components/budget/util.ts Outdated Show resolved Hide resolved
Co-authored-by: Joel Jeremy Marquez <[email protected]>
@youngcw youngcw merged commit df5aa31 into master Nov 8, 2023
16 of 19 checks passed
@youngcw youngcw deleted the youngcw/goal_progress branch November 8, 2023 19:44
@trafico-bot trafico-bot bot added ✨ Merged Pull Request has been merged successfully and removed 🔍 Ready for Review labels Nov 8, 2023
youngcw added a commit to actualbudget/docs that referenced this pull request Nov 10, 2023
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 <[email protected]>
Co-authored-by: Crazypkr1099 <[email protected]>
Co-authored-by: Ikko Eltociear Ashimine <[email protected]>
Co-authored-by: Shaan Khosla <[email protected]>
Co-authored-by: Neil <[email protected]>
Co-authored-by: Trevor Farlow <[email protected]>

* 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 <[email protected]>
Co-authored-by: Matiss Janis Aboltins <[email protected]>
Co-authored-by: Crazypkr1099 <[email protected]>

* 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 <[email protected]>
Co-authored-by: Crazypkr1099 <[email protected]>
Co-authored-by: Ikko Eltociear Ashimine <[email protected]>
Co-authored-by: Shaan Khosla <[email protected]>
Co-authored-by: Neil <[email protected]>
Co-authored-by: Trevor Farlow <[email protected]>

* 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 <[email protected]>
Co-authored-by: Matiss Janis Aboltins <[email protected]>
Co-authored-by: Crazypkr1099 <[email protected]>

* report budget database updates

* Fix schedule searchbar (actualbudget#1729)

---------

Co-authored-by: youngcw <[email protected]>
Co-authored-by: Matiss Janis Aboltins <[email protected]>
Co-authored-by: Crazypkr1099 <[email protected]>
Co-authored-by: Ikko Eltociear Ashimine <[email protected]>
Co-authored-by: Shaan Khosla <[email protected]>
Co-authored-by: Neil <[email protected]>
Co-authored-by: Trevor Farlow <[email protected]>
Co-authored-by: Mohamed Muhsin <[email protected]>

* 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 <[email protected]>

---------

Co-authored-by: shall0pass <[email protected]>
Co-authored-by: Matiss Janis Aboltins <[email protected]>
Co-authored-by: Crazypkr1099 <[email protected]>
Co-authored-by: Ikko Eltociear Ashimine <[email protected]>
Co-authored-by: Shaan Khosla <[email protected]>
Co-authored-by: Neil <[email protected]>
Co-authored-by: Trevor Farlow <[email protected]>
Co-authored-by: Mohamed Muhsin <[email protected]>
Co-authored-by: Joel Jeremy Marquez <[email protected]>
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3 participants