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[PR #231] [MERGED] Update sidebar to expose rules/payees as pages rather than modals #3072

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opened 2026-02-28 20:35:54 -06:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-02-28 20:35:54 -06:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/231
Author: @j-f1
Created: 8/31/2022
Status: ✅ Merged
Merged: 1/1/2023
Merged by: @MatissJanis

Base: master ← Head: reorg-sidebar

📝 Commits (10+)

  • 496f71f Move “Schedules” into a Tools section of the sidebar
  • fa80f0c Auto-expand Tools sidebar section when a page within it is navigated to
  • 0f2e351 Move “Manage Rules” to be primarily a page
  • 39ec761 Make “Manage Payees” a page
  • a4969be Tweak sidebar appearance
  • 8893270 Move rules action buttons to the top
  • 82d4481 Move Tools above Accounts, make the whole sidebar scroll
  • f5c65ea Merge branch 'master' into reorg-sidebar
  • d43c036 Merge branch 'master' into reorg-sidebar
  • f17981f Switch Tools to be a menu, move remaining tools out of ellipsis menu

📊 Changes

18 files changed (+548 additions, -443 deletions)

View changed files

📝 packages/desktop-client/src/components/FinancesApp.js (+4 -0)
📝 packages/desktop-client/src/components/ManageRules.js (+91 -88)
➕ packages/desktop-client/src/components/ManageRulesPage.js (+12 -0)
📝 packages/desktop-client/src/components/Modals.js (+2 -18)
📝 packages/desktop-client/src/components/accounts/Account.js (+0 -5)
📝 packages/desktop-client/src/components/accounts/Filters.js (+1 -1)
📝 packages/desktop-client/src/components/accounts/TransactionList.js (+9 -1)
➕ packages/desktop-client/src/components/modals/ManageRulesModal.js (+31 -0)
➕ packages/desktop-client/src/components/payees/ManagePayeesPage.js (+20 -0)
📝 packages/desktop-client/src/components/payees/ManagePayeesWithData.js (+0 -4)
📝 packages/desktop-client/src/components/schedules/DiscoverSchedules.js (+13 -11)
📝 packages/desktop-electron/index.js (+1 -5)
📝 packages/desktop-electron/menu.js (+0 -28)
📝 packages/loot-design/src/components/common.js (+2 -1)
📝 packages/loot-design/src/components/payees.js (+79 -95)
📝 packages/loot-design/src/components/sidebar.js (+265 -184)
📝 packages/loot-design/src/components/table.js (+13 -2)
📝 packages/loot-design/src/components/tooltips.js (+5 -0)

📄 Description

This makes it easier to access these tools and improves visibility.

[outdated screenshots]

Collapsed/Expanded:
Screenshot_2022-08-31 17 15 24

Pages:
Screenshot_2022-08-31 17 16 00

🔄 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/231 **Author:** [@j-f1](https://github.com/j-f1) **Created:** 8/31/2022 **Status:** ✅ Merged **Merged:** 1/1/2023 **Merged by:** [@MatissJanis](https://github.com/MatissJanis) **Base:** `master` ← **Head:** `reorg-sidebar` --- ### 📝 Commits (10+) - [`496f71f`](https://github.com/actualbudget/actual/commit/496f71fcc69e64b4d438291f730ba67ead9822b8) Move “Schedules” into a Tools section of the sidebar - [`fa80f0c`](https://github.com/actualbudget/actual/commit/fa80f0c10bbbdf3be459e90dcc1a02a1184b847e) Auto-expand Tools sidebar section when a page within it is navigated to - [`0f2e351`](https://github.com/actualbudget/actual/commit/0f2e3516b2b092ef83d7193b06a205d4e2809de2) Move “Manage Rules” to be primarily a page - [`39ec761`](https://github.com/actualbudget/actual/commit/39ec761e1a61d60381c8c88feb766ff9b477af7c) Make “Manage Payees” a page - [`a4969be`](https://github.com/actualbudget/actual/commit/a4969bedcbba7399b3bf3d0a10e03691f4e6de48) Tweak sidebar appearance - [`8893270`](https://github.com/actualbudget/actual/commit/8893270fccf838ee7b4c8da4c2ac33a36c03a2c3) Move rules action buttons to the top - [`82d4481`](https://github.com/actualbudget/actual/commit/82d4481a3b0e8c98d738f87bd073bba68b92f23f) Move Tools above Accounts, make the whole sidebar scroll - [`f5c65ea`](https://github.com/actualbudget/actual/commit/f5c65ea606a86210a83068884d5ac0edce14c7ee) Merge branch 'master' into reorg-sidebar - [`d43c036`](https://github.com/actualbudget/actual/commit/d43c0361d31089ed50f08d079ad553bf05cc20e8) Merge branch 'master' into reorg-sidebar - [`f17981f`](https://github.com/actualbudget/actual/commit/f17981f2d800fba2a751ef4495813df55135d559) Switch Tools to be a menu, move remaining tools out of ellipsis menu ### 📊 Changes **18 files changed** (+548 additions, -443 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/FinancesApp.js` (+4 -0) 📝 `packages/desktop-client/src/components/ManageRules.js` (+91 -88) ➕ `packages/desktop-client/src/components/ManageRulesPage.js` (+12 -0) 📝 `packages/desktop-client/src/components/Modals.js` (+2 -18) 📝 `packages/desktop-client/src/components/accounts/Account.js` (+0 -5) 📝 `packages/desktop-client/src/components/accounts/Filters.js` (+1 -1) 📝 `packages/desktop-client/src/components/accounts/TransactionList.js` (+9 -1) ➕ `packages/desktop-client/src/components/modals/ManageRulesModal.js` (+31 -0) ➕ `packages/desktop-client/src/components/payees/ManagePayeesPage.js` (+20 -0) 📝 `packages/desktop-client/src/components/payees/ManagePayeesWithData.js` (+0 -4) 📝 `packages/desktop-client/src/components/schedules/DiscoverSchedules.js` (+13 -11) 📝 `packages/desktop-electron/index.js` (+1 -5) 📝 `packages/desktop-electron/menu.js` (+0 -28) 📝 `packages/loot-design/src/components/common.js` (+2 -1) 📝 `packages/loot-design/src/components/payees.js` (+79 -95) 📝 `packages/loot-design/src/components/sidebar.js` (+265 -184) 📝 `packages/loot-design/src/components/table.js` (+13 -2) 📝 `packages/loot-design/src/components/tooltips.js` (+5 -0) </details> ### 📄 Description This makes it easier to access these tools and improves visibility. <details><summary>[outdated screenshots]</summary> Collapsed/Expanded: <img width=293 src=https://user-images.githubusercontent.com/25517624/187785145-2e22a924-09c0-41ee-8b70-b844ddf59218.png> <img width="252" alt="Screenshot_2022-08-31 17 15 24" src="https://user-images.githubusercontent.com/25517624/187785416-c636acd7-0433-42f7-a4c7-832fca80049c.png"> Pages: <img width="463" alt="Screenshot_2022-08-31 17 16 00" src="https://user-images.githubusercontent.com/25517624/187785619-df34c5a7-ad17-4434-8b54-6ce78d489f2e.png"> <img width=1485 src=https://user-images.githubusercontent.com/25517624/187787179-05787065-c8e2-48f9-a399-c571a167f356.png> <img widdth=1485 src=https://user-images.githubusercontent.com/25517624/187793383-e4de39a0-3de1-4e00-b8eb-55aa2468c176.png> </details> --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>
GiteaMirror added the pull-request label 2026-02-28 20:35:54 -06:00
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