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[PR #4643] [MERGED] [Mobile] Add banners to alert users of recommended budget actions #5504

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opened 2026-02-28 21:13:32 -06:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-02-28 21:13:32 -06:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/4643
Author: @joel-jeremy
Created: 3/17/2025
Status: ✅ Merged
Merged: 3/22/2025
Merged by: @joel-jeremy

Base: master ← Head: envelope-budget-table-banners

📝 Commits (10+)

📊 Changes

64 files changed (+533 additions, -150 deletions)

View changed files

📝 packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-applies-budget-template-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-applies-budget-template-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-applies-budget-template-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--14404-in-the-page-header-opens-the-month-menu-modal-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--321fd-ed-amount-opens-the-budget-summary-menu-modal-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--4bb70-ed-amount-opens-the-budget-summary-menu-modal-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--589a6-the-page-header-shows-the-next-month-s-budget-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--6ab37-roup-name-opens-the-category-group-menu-modal-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--6dbdb-page-header-shows-the-previous-month-s-budget-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--7bd8f-the-page-header-shows-the-next-month-s-budget-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--884ac-the-page-header-shows-the-next-month-s-budget-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--94a79-roup-name-opens-the-category-group-menu-modal-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--94a85-ed-amount-opens-the-budget-summary-menu-modal-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--96ebb-page-header-shows-the-previous-month-s-budget-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--9e6aa-in-the-page-header-opens-the-budget-page-menu-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--bbde3-roup-name-opens-the-category-group-menu-modal-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--bed18-in-the-page-header-opens-the-month-menu-modal-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--ceb3a-in-the-page-header-opens-the-month-menu-modal-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--d270d-in-the-page-header-opens-the-budget-page-menu-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--d7184-page-header-shows-the-previous-month-s-budget-2-chromium-linux.png (+0 -0)

...and 44 more files

📄 Description

Add the following banners/alerts on the budget tables:

  1. When there is available funds to be budgeted
  2. When user has overbudgeted
  3. When there are overspent categories
  4. When there are uncategorized transactions (reworked)

I've limited this to envelope budget for now since I'm not familiar with what the recommended steps are for tracking budget. If anyone can point me to the right direction then I'd be more than happy to implement. :)

image

🔄 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/4643 **Author:** [@joel-jeremy](https://github.com/joel-jeremy) **Created:** 3/17/2025 **Status:** ✅ Merged **Merged:** 3/22/2025 **Merged by:** [@joel-jeremy](https://github.com/joel-jeremy) **Base:** `master` ← **Head:** `envelope-budget-table-banners` --- ### 📝 Commits (10+) - [`1b1659b`](https://github.com/actualbudget/actual/commit/1b1659bfa6127f435ba072cb5d929f2dbb7edcc8) Add banners to alert users of recommended budget actions - [`ca4f922`](https://github.com/actualbudget/actual/commit/ca4f9229cfc5586806a029e7c2c3968667f29770) Update wording for consistency - [`fa3ed5e`](https://github.com/actualbudget/actual/commit/fa3ed5ed00ff0bef6348d4efba9125ee119f5476) Release notes - [`e0b447b`](https://github.com/actualbudget/actual/commit/e0b447b54e0278670bbe1f250f905e32915e62ce) Fix release notes - [`56b0778`](https://github.com/actualbudget/actual/commit/56b07786a5a9959bf8abb30debc1bb2fe4df0f27) Code review feedback - [`fd5b6ef`](https://github.com/actualbudget/actual/commit/fd5b6ef74476cdedfaa9b386dbbd217068aaa79c) Cleanup - [`09a3969`](https://github.com/actualbudget/actual/commit/09a396955931a44008719161f25c8ec681533cc0) Extend playwright timeout - [`d7e38fd`](https://github.com/actualbudget/actual/commit/d7e38fdb7ef4c1d195857fc3a5f0a21aad828867) Update Categorize button locator in test - [`f8f5a4c`](https://github.com/actualbudget/actual/commit/f8f5a4c491ff80df743686546d7c348e8039796d) Update VRT - [`054802b`](https://github.com/actualbudget/actual/commit/054802b8fc02b70101b22c172d16f9d11418b04a) Dummy commit ### 📊 Changes **64 files changed** (+533 additions, -150 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-applies-budget-template-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-applies-budget-template-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-applies-budget-template-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--14404-in-the-page-header-opens-the-month-menu-modal-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--321fd-ed-amount-opens-the-budget-summary-menu-modal-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--4bb70-ed-amount-opens-the-budget-summary-menu-modal-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--589a6-the-page-header-shows-the-next-month-s-budget-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--6ab37-roup-name-opens-the-category-group-menu-modal-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--6dbdb-page-header-shows-the-previous-month-s-budget-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--7bd8f-the-page-header-shows-the-next-month-s-budget-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--884ac-the-page-header-shows-the-next-month-s-budget-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--94a79-roup-name-opens-the-category-group-menu-modal-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--94a85-ed-amount-opens-the-budget-summary-menu-modal-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--96ebb-page-header-shows-the-previous-month-s-budget-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--9e6aa-in-the-page-header-opens-the-budget-page-menu-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--bbde3-roup-name-opens-the-category-group-menu-modal-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--bed18-in-the-page-header-opens-the-month-menu-modal-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--ceb3a-in-the-page-header-opens-the-month-menu-modal-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--d270d-in-the-page-header-opens-the-budget-page-menu-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking--d7184-page-header-shows-the-previous-month-s-budget-2-chromium-linux.png` (+0 -0) _...and 44 more files_ </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://github.com/actualbudget/docs#writing-good-release-notes --> Add the following banners/alerts on the budget tables: 1. When there is available funds to be budgeted 2. When user has overbudgeted 3. When there are overspent categories 4. When there are uncategorized transactions (reworked) **I've limited this to envelope budget for now since I'm not familiar with what the recommended steps are for tracking budget. If anyone can point me to the right direction then I'd be more than happy to implement. :)** ![image](https://github.com/user-attachments/assets/4d80218d-f7a5-4ec5-aa42-3a026a2db5dc) --- <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 21:13:32 -06:00
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