[PR #7906] [MERGED] automation UI: add per-category notes and tooltip #136280

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opened 2026-06-17 20:58:06 -05:00 by GiteaMirror · 0 comments

GiteaMirror commented 2026-06-17 20:58:06 -05:00

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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/7906
Author: @matt-fidd
Created: 5/19/2026
Status: ✅ Merged
Merged: 5/25/2026
Merged by: @matt-fidd

Base: master ← Head: budget-automations/notes

---

📝 Commits (6)

• 44451f4 add per-automation note
• 47efedd add tooltip to automation button
• 720fbb0 note
• 3729076 tweak placeholder
• 052990f popover placement
• 377285a tooltip styling

📊 Changes

9 files changed (+475 additions, -122 deletions)

View changed files

📝 packages/desktop-client/package.json (+1 -0)
📝 packages/desktop-client/src/components/budget/goals/CategoryAutomationButton.tsx (+114 -2)
📝 packages/desktop-client/src/components/modals/BudgetAutomationsModal/AutomationEditorPane.tsx (+56 -2)
📝 packages/desktop-client/src/components/modals/BudgetAutomationsModal/AutomationListRow.tsx (+15 -1)
📝 packages/desktop-client/src/components/modals/BudgetAutomationsModal/migrateTemplatesToAutomations.ts (+5 -0)
📝 packages/loot-core/src/server/budget/template-notes.test.ts (+129 -0)
📝 packages/loot-core/src/server/budget/template-notes.ts (+148 -117)
📝 packages/loot-core/src/types/models/templates.ts (+1 -0)
➕ upcoming-release-notes/7906.md (+6 -0)

📄 Description

Description

AI disclaimer: assisted by Claude

• Adds the ability to attach notes to each automation
• Adds a tooltip to the budget page when hovering the automation icon

Related issue(s)

https://github.com/actualbudget/actual/issues/7692#issuecomment-4489927047
https://github.com/actualbudget/actual/issues/7692#issuecomment-4441088915
https://github.com/actualbudget/actual/issues/7692#issuecomment-4422535421

Testing

Checklist

• Release notes added (see link above)
• No obvious regressions in affected areas
• Self-review has been performed - I understand what each change in the code does and why it is needed

Bundle Stats

Bundle	Files count	Total bundle size	% Changed
desktop-client	33	14 MB → 14.01 MB (+8.78 kB)	+0.06%
loot-core	1	5.34 MB → 5.34 MB (+754 B)	+0.01%
api	2	3.96 MB → 3.96 MB (+734 B)	+0.02%
cli	1	7.97 MB	0%
crdt	1	11.12 kB	0%

View detailed bundle stats

desktop-client

Total

Files count	Total bundle size	% Changed
33	14 MB → 14.01 MB (+8.78 kB)	+0.06%

Changeset

File	Δ	Size
src/components/budget/goals/CategoryAutomationButton.tsx	📈 +5.18 kB (+200.91%)	2.58 kB → 7.75 kB
src/components/modals/BudgetAutomationsModal/AutomationEditorPane.tsx	📈 +2.29 kB (+21.49%)	10.68 kB → 12.97 kB
src/components/modals/BudgetAutomationsModal/AutomationListRow.tsx	📈 +727 B (+10.17%)	6.98 kB → 7.69 kB
src/components/modals/BudgetAutomationsModal/migrateTemplatesToAutomations.ts	📈 +139 B (+7.60%)	1.79 kB → 1.92 kB
package.json	📈 +159 B (+1.70%)	9.13 kB → 9.28 kB
node_modules/lodash/toString.js	📈 +2 B (+0.28%)	723 B → 725 B
node_modules/lodash/_baseToString.js	📈 +2 B (+0.18%)	1.07 kB → 1.07 kB
locale/de.json	📈 +314 B (+0.18%)	170.27 kB → 170.58 kB

View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset	File Size	% Changed
static/js/index.js	2.02 MB → 2.03 MB (+8.47 kB)	+0.41%
static/js/chart-theme.js	800.08 kB → 802.52 kB (+2.45 kB)	+0.31%
static/js/de.js	170.27 kB → 170.58 kB (+314 B)	+0.18%

Smaller

Asset	File Size	% Changed
static/js/useFormatList.js	4.96 kB → 2.52 kB (-2.44 kB)	-49.24%

Unchanged

Asset	File Size	% Changed
static/js/BackgroundImage.js	121.09 kB	0%
static/js/FormulaEditor.js	962.55 kB	0%
static/js/ReportRouter.js	1.25 MB	0%
static/js/ScheduleEditForm.js	146.45 kB	0%
static/js/TransactionEdit.js	89.65 kB	0%
static/js/TransactionList.js	85.81 kB	0%
static/js/Value.js	5.08 MB	0%
static/js/bankSyncUtils.js	54.15 kB	0%
static/js/ca.js	186.78 kB	0%
static/js/client.js	451.37 kB	0%
static/js/da.js	101.17 kB	0%
static/js/en-GB.js	9.25 kB	0%
static/js/en.js	197.86 kB	0%
static/js/es.js	178.71 kB	0%
static/js/extends.js	500.57 kB	0%
static/js/fr.js	178.61 kB	0%
static/js/indexeddb-main-thread-worker-e59fee74.js	13.46 kB	0%
static/js/it.js	165.02 kB	0%
static/js/narrow.js	364.2 kB	0%
static/js/nb-NO.js	148.08 kB	0%
static/js/nl.js	106.24 kB	0%
static/js/pt-BR.js	188.46 kB	0%
static/js/resize-observer.js	18.06 kB	0%
static/js/th.js	174.48 kB	0%
static/js/theme.js	31.77 kB	0%
static/js/uk.js	207.38 kB	0%
static/js/wide.js	453 B	0%
static/js/workbox-window.prod.es5.js	7.33 kB	0%
static/js/zh-Hans.js	116.92 kB	0%

---

loot-core

Total

Files count	Total bundle size	% Changed
1	5.34 MB → 5.34 MB (+754 B)	+0.01%

Changeset

File	Δ	Size
home/runner/work/actual/actual/packages/loot-core/src/server/budget/template-notes.ts	📈 +752 B (+11.48%)	6.4 kB → 7.13 kB
home/runner/work/actual/actual/packages/loot-core/src/server/budget/cleanup-template-notes.ts	📈 +2 B (+0.06%)	3.09 kB → 3.1 kB

View detailed bundle breakdown

Added

Asset	File Size	% Changed
kcab.worker.DSnL7Q60.js	0 B → 5.34 MB (+5.34 MB)	-

Removed

Asset	File Size	% Changed
kcab.worker.Cn6Jnyv4.js	5.34 MB → 0 B (-5.34 MB)	-100%

Bigger
No assets were bigger

Smaller
No assets were smaller

Unchanged
No assets were unchanged

---

api

Total

Files count	Total bundle size	% Changed
2	3.96 MB → 3.96 MB (+734 B)	+0.02%

Changeset

File	Δ	Size
home/runner/work/actual/actual/packages/loot-core/src/server/budget/template-notes.ts	📈 +732 B (+11.47%)	6.23 kB → 6.95 kB
home/runner/work/actual/actual/packages/loot-core/src/server/budget/cleanup-template-notes.ts	📈 +2 B (+0.07%)	3 kB → 3 kB

View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset	File Size	% Changed
index.js	3.96 MB → 3.96 MB (+734 B)	+0.02%

Smaller
No assets were smaller

Unchanged

Asset	File Size	% Changed
models.js	0 B	0%

---

cli

Total

Files count	Total bundle size	% Changed
1	7.97 MB	0%

View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger
No assets were bigger

Smaller
No assets were smaller

Unchanged

Asset	File Size	% Changed
cli.js	7.97 MB	0%

---

crdt

Total

Files count	Total bundle size	% Changed
1	11.12 kB	0%

View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger
No assets were bigger

Smaller
No assets were smaller

Unchanged

Asset	File Size	% Changed
index.js	11.12 kB	0%

---

_{🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.}

## 📋 Pull Request Information **Original PR:** https://github.com/actualbudget/actual/pull/7906 **Author:** [@matt-fidd](https://github.com/matt-fidd) **Created:** 5/19/2026 **Status:** ✅ Merged **Merged:** 5/25/2026 **Merged by:** [@matt-fidd](https://github.com/matt-fidd) **Base:** `master` ← **Head:** `budget-automations/notes` --- ### 📝 Commits (6) - [`44451f4`](https://github.com/actualbudget/actual/commit/44451f4262a6218e210bb30cbc0b44b30b6b99fc) add per-automation note - [`47efedd`](https://github.com/actualbudget/actual/commit/47efedd60450ef012b24cb3f20cb9cbf40399299) add tooltip to automation button - [`720fbb0`](https://github.com/actualbudget/actual/commit/720fbb0a5faaed7a1ec071eb5f14ce1371d4c8a3) note - [`3729076`](https://github.com/actualbudget/actual/commit/3729076fcba7afd4d1b1acd293bb9e6d05754645) tweak placeholder - [`052990f`](https://github.com/actualbudget/actual/commit/052990f265a80f9bb3db9b7c8236619094e4e19e) popover placement - [`377285a`](https://github.com/actualbudget/actual/commit/377285ab35a1e040e233ee8ca37695f26df4c758) tooltip styling ### 📊 Changes **9 files changed** (+475 additions, -122 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/package.json` (+1 -0) 📝 `packages/desktop-client/src/components/budget/goals/CategoryAutomationButton.tsx` (+114 -2) 📝 `packages/desktop-client/src/components/modals/BudgetAutomationsModal/AutomationEditorPane.tsx` (+56 -2) 📝 `packages/desktop-client/src/components/modals/BudgetAutomationsModal/AutomationListRow.tsx` (+15 -1) 📝 `packages/desktop-client/src/components/modals/BudgetAutomationsModal/migrateTemplatesToAutomations.ts` (+5 -0) 📝 `packages/loot-core/src/server/budget/template-notes.test.ts` (+129 -0) 📝 `packages/loot-core/src/server/budget/template-notes.ts` (+148 -117) 📝 `packages/loot-core/src/types/models/templates.ts` (+1 -0) ➕ `upcoming-release-notes/7906.md` (+6 -0) </details> ### 📄 Description <!-- Thank you for submitting a pull request! Make sure to follow the instructions to write release notes for your PR — it should only take a minute or two: https://actualbudget.org/docs/contributing/#writing-good-release-notes. Try running yarn generate:release-notes *before* pushing your PR for an interactive experience. --> ## Description <!-- What does this PR do? Why is it needed? Please give context on the "why?": why do we need this change? What problem is it solving for you?--> AI disclaimer: assisted by Claude - Adds the ability to attach notes to each automation - Adds a tooltip to the budget page when hovering the automation icon ## Related issue(s) <!-- e.g. Fixes #123, Relates to #456 --> https://github.com/actualbudget/actual/issues/7692#issuecomment-4489927047 https://github.com/actualbudget/actual/issues/7692#issuecomment-4441088915 https://github.com/actualbudget/actual/issues/7692#issuecomment-4422535421 ## Testing <!-- What did you test? How can we reproduce the issue you are fixing or how can we test the feature you built? --> ## Checklist - [x] Release notes added (see link above) - [x] No obvious regressions in affected areas - [x] Self-review has been performed - I understand what each change in the code does and why it is needed <!--- actual-bot-sections ---> <!--- bundlestats-action-comment key:combined start ---> ### Bundle Stats Bundle | Files count | Total bundle size | % Changed ------ | ----------- | ----------------- | --------- desktop-client | 33 | 14 MB → 14.01 MB (+8.78 kB) | +0.06% loot-core | 1 | 5.34 MB → 5.34 MB (+754 B) | +0.01% api | 2 | 3.96 MB → 3.96 MB (+734 B) | +0.02% cli | 1 | 7.97 MB | 0% crdt | 1 | 11.12 kB | 0% <details> <summary>View detailed bundle stats</summary> #### desktop-client **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 33 | 14 MB → 14.01 MB (+8.78 kB) | +0.06% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/components/budget/goals/CategoryAutomationButton.tsx` | 📈 +5.18 kB (+200.91%) | 2.58 kB → 7.75 kB `src/components/modals/BudgetAutomationsModal/AutomationEditorPane.tsx` | 📈 +2.29 kB (+21.49%) | 10.68 kB → 12.97 kB `src/components/modals/BudgetAutomationsModal/AutomationListRow.tsx` | 📈 +727 B (+10.17%) | 6.98 kB → 7.69 kB `src/components/modals/BudgetAutomationsModal/migrateTemplatesToAutomations.ts` | 📈 +139 B (+7.60%) | 1.79 kB → 1.92 kB `package.json` | 📈 +159 B (+1.70%) | 9.13 kB → 9.28 kB `node_modules/lodash/toString.js` | 📈 +2 B (+0.28%) | 723 B → 725 B `node_modules/lodash/_baseToString.js` | 📈 +2 B (+0.18%) | 1.07 kB → 1.07 kB `locale/de.json` | 📈 +314 B (+0.18%) | 170.27 kB → 170.58 kB </details> <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** Asset | File Size | % Changed ----- | --------- | --------- static/js/index.js | 2.02 MB → 2.03 MB (+8.47 kB) | +0.41% static/js/chart-theme.js | 800.08 kB → 802.52 kB (+2.45 kB) | +0.31% static/js/de.js | 170.27 kB → 170.58 kB (+314 B) | +0.18% **Smaller** Asset | File Size | % Changed ----- | --------- | --------- static/js/useFormatList.js | 4.96 kB → 2.52 kB (-2.44 kB) | -49.24% **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- static/js/BackgroundImage.js | 121.09 kB | 0% static/js/FormulaEditor.js | 962.55 kB | 0% static/js/ReportRouter.js | 1.25 MB | 0% static/js/ScheduleEditForm.js | 146.45 kB | 0% static/js/TransactionEdit.js | 89.65 kB | 0% static/js/TransactionList.js | 85.81 kB | 0% static/js/Value.js | 5.08 MB | 0% static/js/bankSyncUtils.js | 54.15 kB | 0% static/js/ca.js | 186.78 kB | 0% static/js/client.js | 451.37 kB | 0% static/js/da.js | 101.17 kB | 0% static/js/en-GB.js | 9.25 kB | 0% static/js/en.js | 197.86 kB | 0% static/js/es.js | 178.71 kB | 0% static/js/extends.js | 500.57 kB | 0% static/js/fr.js | 178.61 kB | 0% static/js/indexeddb-main-thread-worker-e59fee74.js | 13.46 kB | 0% static/js/it.js | 165.02 kB | 0% static/js/narrow.js | 364.2 kB | 0% static/js/nb-NO.js | 148.08 kB | 0% static/js/nl.js | 106.24 kB | 0% static/js/pt-BR.js | 188.46 kB | 0% static/js/resize-observer.js | 18.06 kB | 0% static/js/th.js | 174.48 kB | 0% static/js/theme.js | 31.77 kB | 0% static/js/uk.js | 207.38 kB | 0% static/js/wide.js | 453 B | 0% static/js/workbox-window.prod.es5.js | 7.33 kB | 0% static/js/zh-Hans.js | 116.92 kB | 0% </div> </details> --- #### loot-core **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 5.34 MB → 5.34 MB (+754 B) | +0.01% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `home/runner/work/actual/actual/packages/loot-core/src/server/budget/template-notes.ts` | 📈 +752 B (+11.48%) | 6.4 kB → 7.13 kB `home/runner/work/actual/actual/packages/loot-core/src/server/budget/cleanup-template-notes.ts` | 📈 +2 B (+0.06%) | 3.09 kB → 3.1 kB </details> <details> <summary>View detailed bundle breakdown</summary> <div> **Added** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker.DSnL7Q60.js | 0 B → 5.34 MB (+5.34 MB) | - **Removed** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker.Cn6Jnyv4.js | 5.34 MB → 0 B (-5.34 MB) | -100% **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** No assets were unchanged </div> </details> --- #### api **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 2 | 3.96 MB → 3.96 MB (+734 B) | +0.02% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `home/runner/work/actual/actual/packages/loot-core/src/server/budget/template-notes.ts` | 📈 +732 B (+11.47%) | 6.23 kB → 6.95 kB `home/runner/work/actual/actual/packages/loot-core/src/server/budget/cleanup-template-notes.ts` | 📈 +2 B (+0.07%) | 3 kB → 3 kB </details> <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** Asset | File Size | % Changed ----- | --------- | --------- index.js | 3.96 MB → 3.96 MB (+734 B) | +0.02% **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- models.js | 0 B | 0% </div> </details> --- #### cli **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 7.97 MB | 0% <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- cli.js | 7.97 MB | 0% </div> </details> --- #### crdt **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 11.12 kB | 0% <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- index.js | 11.12 kB | 0% </div> </details> </details> <!--- bundlestats-action-comment key:combined end ---> --- _{🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.}

GiteaMirror added the pull-request label 2026-06-17 20:58:06 -05:00

GiteaMirror closed this issue 2026-06-17 20:58:10 -05:00

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Reference: github-starred/actual#136280