From c1b99958f44885d32e57871cd63557ff8e33f974 Mon Sep 17 00:00:00 2001
From: youngcw <calebyoung94@gmail.com>
Date: Tue, 4 Jul 2023 06:35:23 -0700
Subject: [PATCH] Goals: Add option to percent goal to use available funds
(#1254)
---
packages/loot-core/src/server/budget/goaltemplates.ts | 11 ++++++++---
upcoming-release-notes/1254.md | 6 ++++++
2 files changed, 14 insertions(+), 3 deletions(-)
create mode 100644 upcoming-release-notes/1254.md
diff --git a/packages/loot-core/src/server/budget/goaltemplates.ts b/packages/loot-core/src/server/budget/goaltemplates.ts
index fef46900f..e6d900a12 100644
--- a/packages/loot-core/src/server/budget/goaltemplates.ts
+++ b/packages/loot-core/src/server/budget/goaltemplates.ts
@@ -90,13 +90,14 @@ async function processTemplate(month, force) {
// so the remainders don't get skiped
if (remainder_found) lowestPriority = remainder_priority;
+ let sheetName = monthUtils.sheetForMonth(month);
+ let available_start = await getSheetValue(sheetName, `to-budget`);
for (let priority = 0; priority <= lowestPriority; priority++) {
// setup scaling for remainder
let remainder_scale = 1;
if (priority === lowestPriority) {
- let sheetName = monthUtils.sheetForMonth(month);
- let budgetAvailable = await getSheetValue(sheetName, `to-budget`);
- remainder_scale = Math.round(budgetAvailable / remainder_weight_total);
+ let available_now = await getSheetValue(sheetName, `to-budget`);
+ remainder_scale = Math.round(available_now / remainder_weight_total);
}
for (let c = 0; c < categories.length; c++) {
@@ -150,6 +151,7 @@ async function processTemplate(month, force) {
month,
priority,
remainder_scale,
+ available_start,
force,
);
if (to_budget != null) {
@@ -252,6 +254,7 @@ async function applyCategoryTemplate(
month,
priority,
remainder_scale,
+ available_start,
force,
) {
let current_month = `${month}-01`;
@@ -493,6 +496,8 @@ async function applyCategoryTemplate(
let monthlyIncome = 0;
if (template.category.toLowerCase() === 'all income') {
monthlyIncome = await getSheetValue(sheetName, `total-income`);
+ } else if (template.category.toLowerCase() === 'available funds') {
+ monthlyIncome = available_start;
} else {
let income_category = (await db.getCategories()).find(
c =>
diff --git a/upcoming-release-notes/1254.md b/upcoming-release-notes/1254.md
new file mode 100644
index 000000000..084e6827e
--- /dev/null
+++ b/upcoming-release-notes/1254.md
@@ -0,0 +1,6 @@
+---
+category: Enhancements
+authors: [youngcw]
+---
+
+Goals: Add 'available funds' option to the percentage goal
--
GitLab