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Friday, August 9, 2024
1 change · master
Enhancements to existing features
Financial budgeting gets a redesigned entry flow, easier in-report editing, and clearer account visibility controls. Budgets can now be spread by month across the reporting period and compared in multiple ways, helping finance teams plan and adjust figures more accurately.
Original PR description
The commit introduces new features in the financial budget functionality: - Redesigned the UI for new budget item input. - Added an edit icon in the budget filter item to open it. - Replaced the "Add…
The commit introduces new features in the financial budget functionality: - Redesigned the UI for new budget item input. - Added an edit icon in the budget filter item to open it. - Replaced the "Add accounts" feature with a "Show all accounts" filter. - Improved the layout of the budget form by adding a notebook and page. - Added a "date_from" field named "month" to each budget item, allowing users to change the date by selecting the year and month. - Replaced the edit popover in the report with an editable cell component. - When editing a budget cell, it now calculates the difference between the old and new values to create a new budget item or modify the existing one if any instead of directly setting the budget item to the new value. - Budget items are now distributed across all the months in the selected reporting period. For example, if the period is one year and a budget item is set to "120", it will be divided into 12 budget items of "10" each. - We can have several comparison for budgets. task-4070179