[Goals] Add copy template

packages/loot-core/src/server/budget/goal-template.pegjs

@@ -24,6 +24,8 @@ expr
     { return { type: 'remainder', priority: null, directive: template.directive, weight: remainder, limit } }
   / template: template _ 'average'i _ amount: positive _ 'months'i?
     { return { type: 'average', amount: +amount, priority: template.priority, directive: template.directive }}
+  / template: template _ 'copy from'i _ lookBack: positive _ 'months ago'i limit:limit?
+    { return { type: 'copy', priority: template.priority, directive: template.directive, lookBack: +lookBack, limit }}
   / goal: goal amount: amount { return {type: 'simple', amount: amount, priority: null, directive: 'goal' }}
 
 

packages/loot-core/src/server/budget/goals/goalsAverage.ts

@@ -10,7 +10,6 @@ export async function goalsAverage(
   errors,
   to_budget,
 ) {
-  // simple has an 'amount' param
   let increment = 0;
   if (template.amount) {
     let sum = 0;

packages/loot-core/src/server/budget/goals/goalsCopy.ts

@@ -0,0 +1,38 @@
+// @ts-strict-ignore
+import * as monthUtils from '../../../shared/months';
+import { amountToInteger } from '../../../shared/util';
+import { getSheetValue } from '../actions';
+
+export async function goalsCopy(
+  template,
+  month,
+  category,
+  limitCheck,
+  errors,
+  limit,
+  hold,
+  to_budget,
+) {
+  // simple has 'monthly' and/or 'limit' params
+  if (template.limit != null) {
+    if (limitCheck) {
+      errors.push(`More than one “up to” limit found.`);
+      return { to_budget, errors, limit, limitCheck, hold };
+    } else {
+      limitCheck = true;
+      limit = amountToInteger(template.limit.amount);
+      hold = template.limit.hold;
+    }
+  }
+  let increment = 0;
+  if (template.lookBack) {
+    const sheetName = monthUtils.sheetForMonth(
+      monthUtils.subMonths(month, template.lookBack),
+    );
+    increment = await getSheetValue(sheetName, `budget-${category.id}`);
+  } else {
+    errors.push('Missing number of months to look back');
+  }
+  to_budget += increment;
+  return { to_budget, errors, limit, limitCheck, hold };
+}

packages/loot-core/src/server/budget/goaltemplates.ts

@@ -8,6 +8,7 @@ import { batchMessages } from '../sync';
 import { getSheetValue, isReflectBudget, setBudget, setGoal } from './actions';
 import { goalsAverage } from './goals/goalsAverage';
 import { goalsBy } from './goals/goalsBy';
+import { goalsCopy } from './goals/goalsCopy';
 import { goalsPercentage } from './goals/goalsPercentage';
 import { findRemainder, goalsRemainder } from './goals/goalsRemainder';
 import { goalsSchedule } from './goals/goalsSchedule';
@@ -528,6 +529,24 @@ async function applyCategoryTemplate(
         hold = goalsReturn.hold;
         break;
       }
+      case 'copy': {
+        const goalsReturn = await goalsCopy(
+          template,
+          month,
+          category,
+          limitCheck,
+          errors,
+          limit,
+          hold,
+          to_budget,
+        );
+        to_budget = goalsReturn.to_budget;
+        errors = goalsReturn.errors;
+        limit = goalsReturn.limit;
+        limitCheck = goalsReturn.limitCheck;
+        hold = goalsReturn.hold;
+        break;
+      }
       case 'by': {
         const goalsReturn = await goalsBy(
           template_lines,

upcoming-release-notes/3617.md

@@ -0,0 +1,6 @@
+---
+category: Enhancements
+authors: [youngcw]
+---
+
+Add goal template to copy budget from X months prior