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[Bugfix] Cleanup tool: Add balance check #2295

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merged 9 commits into from
Feb 5, 2024

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shall0pass
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@shall0pass shall0pass commented Jan 28, 2024

Resolves #2294

2024-01-28-My-Finances-2-0db6faf.zip

  1. Set all budget values to 0
  2. Run End of month cleanup

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@trafico-bot trafico-bot bot added the 🚧 WIP label Jan 28, 2024
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10 4.99 MB 0%

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static/js/indexeddb-main-thread-worker-e59fee74.js 13.5 kB 0%
static/js/resize-observer.js 18.37 kB 0%
static/js/BackgroundImage.js 122.29 kB 0%
static/js/ButtonLink.js 379 B 0%
static/js/narrow.js 80.18 kB 0%
static/js/BalanceTooltip.js 6.06 kB 0%
static/js/AppliedFilters.js 28.99 kB 0%
static/js/wide.js 240.55 kB 0%
static/js/ReportRouter.js 1.84 MB 0%
static/js/index.js 2.65 MB 0%

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1 1.18 MB → 1.18 MB (+943 B) +0.08%
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packages/loot-core/src/server/budget/cleanup-template.ts 📈 +2.61 kB (+44.80%) 5.82 kB → 8.42 kB
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amount: budgeted - balance,
});
num_sources += 1;
if (balance > 0) {
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Would it make sense to have this be >= so that way exact zeros just act like normal and don't get the warning message?

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youngcw commented Jan 29, 2024

This all functionally makes sense. Could you make the notifications not be errors, but be warnings?

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I'm not sure how to pass both "ok" and "warning" messages. There is at least one situation where you can get the "Successfully returned funds from" message but there are also warnings that some categories did not have funds. For the moment, I opted to ignore those warnings... but only because I don't know how to pass both types out.

@shall0pass shall0pass changed the title [WIP] Cleanup tool: Add balance check [Bugfix] Cleanup tool: Add balance check Jan 31, 2024
youngcw
youngcw previously approved these changes Feb 3, 2024
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@youngcw I had some merge conflicts. This'll need one last look. Thanks!

@shall0pass shall0pass merged commit 77fd65b into actualbudget:master Feb 5, 2024
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@trafico-bot trafico-bot bot added ✨ Merged Pull Request has been merged successfully and removed ✅ Approved labels Feb 5, 2024
FlorianLang06 pushed a commit to FlorianLang06/actual that referenced this pull request Mar 7, 2024
* add balance check

* lint

* fill rollover categories after non-rollover

* allow partial fills of non-rollover

* update

* release note and youngcw suggestion

* warnings

* remove commented coded
@shall0pass shall0pass deleted the cleanup2294 branch March 15, 2024 17:48
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[Bug]: End of month cleanup should ignore rollover categories
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