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[Bug]: "Any" filter operator for a Custom Report is not recalled #4340

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danchiew opened this issue Feb 9, 2025 · 0 comments
Open
1 task done

[Bug]: "Any" filter operator for a Custom Report is not recalled #4340

danchiew opened this issue Feb 9, 2025 · 0 comments
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bug Something isn't working reports Related to reports

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@danchiew
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danchiew commented Feb 9, 2025

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

Custom Reports can utilize filters which can be constructed with an "Any" operator. Filter construction and widget creation and display appear correctly.

However, upon reloading the filter, the "Any" operator status is not recalled and is instead loaded/shown as "All". I expect the filter to be recalled/loaded as it was saved.

This filter reloading bug appears when:

  1. Clicking the widget in the Reports view
  2. Selecting the saved filter via the "Choose Report" item in the Custom Report menu.

How can we reproduce the issue?

Create a compound filter

  1. Go to "Reports"
  2. Click "Add new widget"
  3. Click "Custom report"
  4. Click "Filter" icon
  5. Select "Category", Select "One of", Select any 2 categories. Click Apply.
  6. Click Filter icon
  7. Select "Payee", Select "One of", Select any 2 payees. Click Apply.
  8. Choose "any" compound filter operator. Click "all" and select "any", in the UI element above the bar chart, on the left side of the filter definition.
  9. Save the filter. Click "Unsaved Report", choose "Save new report." Name report, click "Add"

Recall the filter

  1. Go to "Reports" view
  2. Observe the Widget thumbnail for the previously saved widget which shows the "any" operator.
  3. Click on previously saved widget thumbnail
  4. Observe that the filter operator says "all" instead of "any"
  5. Observe that the graph appearance has changed from the thumbnail.

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Chrome, Safari

Operating System

Mac OSX

@danchiew danchiew added the bug Something isn't working label Feb 9, 2025
@matt-fidd matt-fidd added the reports Related to reports label Feb 12, 2025
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