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[WIP] Custom Reports: Include current #2684

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@carkom carkom commented Apr 29, 2024

Testing an option to add/remove current interval to "live" ranges.

I still need to add a migration so that it can be saved as part of the report. Holding off on that right now as I don't want it to mess up anyone's budget file.

@trafico-bot trafico-bot bot added the 🔍 Ready for Review Pull Request is not reviewed yet label Apr 29, 2024
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@github-actions github-actions bot changed the title Custom Reports: Include current [WIP] Custom Reports: Include current Apr 29, 2024
@trafico-bot trafico-bot bot added 🚧 WIP Still work-in-progress, please don't review and don't merge and removed 🔍 Ready for Review Pull Request is not reviewed yet labels Apr 29, 2024
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Bundle Stats — desktop-client

Hey there, this message comes from a GitHub action that helps you and reviewers to understand how these changes affect the size of this project's bundle.

As this PR is updated, I'll keep you updated on how the bundle size is impacted.

Total

Files count Total bundle size % Changed
9 4.67 MB → 4.67 MB (+1.42 kB) +0.03%
Changeset
File Δ Size
src/components/reports/getLiveRange.ts 📈 +94 B (+9.92%) 948 B → 1.02 kB
src/components/reports/ReportSidebar.jsx 📈 +888 B (+5.42%) 15.99 kB → 16.85 kB
home/runner/work/actual/actual/packages/loot-core/src/client/data-hooks/reports.ts 📈 +57 B (+4.82%) 1.16 kB → 1.21 kB
src/components/reports/reports/CustomReport.jsx 📈 +356 B (+1.78%) 19.58 kB → 19.92 kB
src/components/reports/reports/GetCardData.tsx 📈 +31 B (+0.72%) 4.2 kB → 4.23 kB
src/components/reports/ReportOptions.ts 📈 +26 B (+0.43%) 5.91 kB → 5.93 kB
src/components/reports/reportRanges.ts 📉 -1 B (-0.04%) 2.75 kB → 2.74 kB
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static/js/ReportRouter.js 1.2 MB → 1.2 MB (+1.36 kB) +0.11%
static/js/index.js 2.99 MB → 2.99 MB (+57 B) +0.00%

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Asset File Size % Changed
static/js/resize-observer.js 18.37 kB 0%
static/js/indexeddb-main-thread-worker-e59fee74.js 13.5 kB 0%
static/js/BackgroundImage.js 122.29 kB 0%
static/js/narrow.js 59.68 kB 0%
static/js/usePreviewTransactions.js 790 B 0%
static/js/AppliedFilters.js 20.41 kB 0%
static/js/wide.js 263.53 kB 0%

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@Teprifer
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The 'current interval' controlled by the option is 'month' rather than what is defined by the interval option? if so I'd suggest renaming it to Include current month for clarity. e.g. interval is weekly, with a live range of last 3 months, this option toggles the 4 weeks starting this month.
How it is now vs making it go by the interval option both makes sense to me (as the budgeting is monthly).

Noticed option is disabled when using a static range(makes obvious sense). Were you thinking to disable it for the interval + live ranges that it doesn't make sense for, or not worry about that?

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carkom commented Apr 30, 2024

The 'current interval' controlled by the option is 'month' rather than what is defined by the interval option? if so I'd suggest renaming it to Include current month for clarity. e.g. interval is weekly, with a live range of last 3 months, this option toggles the 4 weeks starting this month. How it is now vs making it go by the interval option both makes sense to me (as the budgeting is monthly).

Noticed option is disabled when using a static range(makes obvious sense). Were you thinking to disable it for the interval + live ranges that it doesn't make sense for, or not worry about that?

It's not always monthly. It's based on the range interval. Example: choosing "Last week" and Interval = daily. The toggle would give you all the days from this week as well.

If we changed it to match the interval instead and you chose "last month" and interval = weekly. You'd see all 4 weeks of March. Select the new toggle and you'd get the 4th week of April - the first three weeks would be missing. Not sure that makes sense to ever have a view like that. Also, it makes the code needlessly complicated.

I see your point with labeling, because it's not actually "current interval". I've changed the wording to follow the "range" selection. So it says "Include current month" when a monthly range is chosen and "Include current week" when a weekly range is chosen.

@psybers psybers mentioned this pull request Apr 30, 2024
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Teprifer commented May 1, 2024

Ah! I see where I was getting confused, thanks. :) (there was an extra layer of misunderstanding on my part too)

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