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[PR #7832] automation UI: various tweaks and fixes #69739

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opened 2026-05-14 04:38:26 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-05-14 04:38:26 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/7832
Author: @matt-fidd
Created: 5/13/2026
Status: 🔄 Open

Base: master ← Head: budget-automation/feedback

📝 Commits (7)

  • 1e24c88 warning when only a balance cap is used
  • 3c20137 add tooltip for short descriptions
  • 3510bc4 fix parsing issue with template 0 up to templates
  • f95e854 preselect value to make deletion easier
  • 7c064db note
  • d93b160 fix balance cap note
  • e04e0a0 fix tests

📊 Changes

7 files changed (+77 additions, -17 deletions)

View changed files

📝 packages/desktop-client/src/components/budget/goals/automationMessages.tsx (+13 -1)
📝 packages/desktop-client/src/components/budget/goals/validateAutomation.ts (+10 -0)
📝 packages/desktop-client/src/components/modals/BudgetAutomationsModal/AutomationListRow.tsx (+18 -11)
📝 packages/desktop-client/src/components/modals/BudgetAutomationsModal/BudgetAutomationsModal.test.ts (+25 -0)
📝 packages/desktop-client/src/components/modals/BudgetAutomationsModal/migrateTemplatesToAutomations.ts (+4 -5)
📝 packages/desktop-client/src/components/util/AmountInput.tsx (+1 -0)
➕ upcoming-release-notes/7832.md (+6 -0)

📄 Description

Description

Addresses:

Related issue(s)

https://github.com/actualbudget/actual/issues/7692

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 13.95 MB → 13.95 MB (+1.73 kB) +0.01%
loot-core 1 5.31 MB 0%
api 2 3.94 MB 0%
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 13.95 MB → 13.95 MB (+1.73 kB) +0.01%
Changeset
File Δ Size
src/components/budget/goals/automationMessages.tsx 📈 +953 B (+8.74%) 10.65 kB → 11.58 kB
src/components/modals/BudgetAutomationsModal/AutomationListRow.tsx 📈 +571 B (+8.68%) 6.42 kB → 6.98 kB
src/components/budget/goals/validateAutomation.ts 📈 +170 B (+7.06%) 2.35 kB → 2.52 kB
src/components/modals/BudgetAutomationsModal/migrateTemplatesToAutomations.ts 📈 +28 B (+1.55%) 1.76 kB → 1.79 kB
src/components/util/AmountInput.tsx 📈 +53 B (+0.82%) 6.34 kB → 6.39 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
static/js/index.js 2.01 MB → 2.01 MB (+1.68 kB) +0.08%
static/js/Value.js 4.96 MB → 4.96 MB (+53 B) +0.00%

Smaller
No assets were smaller

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 1.22 MB 0%
static/js/ScheduleEditForm.js 146.45 kB 0%
static/js/TransactionEdit.js 190.43 kB 0%
static/js/TransactionList.js 85.81 kB 0%
static/js/bankSyncUtils.js 54.15 kB 0%
static/js/ca.js 187.72 kB 0%
static/js/chart-theme.js 800.08 kB 0%
static/js/client.js 451.37 kB 0%
static/js/da.js 101.28 kB 0%
static/js/de.js 170.38 kB 0%
static/js/en-GB.js 10.01 kB 0%
static/js/en.js 189.97 kB 0%
static/js/es.js 178.83 kB 0%
static/js/extends.js 519.29 kB 0%
static/js/fr.js 178.71 kB 0%
static/js/indexeddb-main-thread-worker-e59fee74.js 13.46 kB 0%
static/js/it.js 165.13 kB 0%
static/js/narrow.js 364.2 kB 0%
static/js/nb-NO.js 148.19 kB 0%
static/js/nl.js 106.34 kB 0%
static/js/pt-BR.js 189.39 kB 0%
static/js/resize-observer.js 18.06 kB 0%
static/js/th.js 174.62 kB 0%
static/js/theme.js 31.67 kB 0%
static/js/uk.js 207.56 kB 0%
static/js/useFormatList.js 4.96 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 117.75 kB 0%

loot-core

Total

Files count Total bundle size % Changed
1 5.31 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
kcab.worker.jUVFVkaN.js 5.31 MB 0%

api

Total

Files count Total bundle size % Changed
2 3.94 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
index.js 3.94 MB 0%
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/7832 **Author:** [@matt-fidd](https://github.com/matt-fidd) **Created:** 5/13/2026 **Status:** 🔄 Open **Base:** `master` ← **Head:** `budget-automation/feedback` --- ### 📝 Commits (7) - [`1e24c88`](https://github.com/actualbudget/actual/commit/1e24c8836405ac1fc0e4ee0a3f94722d23c0affb) warning when only a balance cap is used - [`3c20137`](https://github.com/actualbudget/actual/commit/3c201379994165cf3be17b5e03ffd0b30209b3ce) add tooltip for short descriptions - [`3510bc4`](https://github.com/actualbudget/actual/commit/3510bc46872b732e6eec5e179c4660185934c44e) fix parsing issue with template 0 up to templates - [`f95e854`](https://github.com/actualbudget/actual/commit/f95e85471a55aefc92465a39ce86faba98c27c04) preselect value to make deletion easier - [`7c064db`](https://github.com/actualbudget/actual/commit/7c064dbf3dd989d729b450a4764051a5ee82838f) note - [`d93b160`](https://github.com/actualbudget/actual/commit/d93b16030fdacbbfb56917e8c88db51cf087a2ef) fix balance cap note - [`e04e0a0`](https://github.com/actualbudget/actual/commit/e04e0a078c03fc5507b8098073b417811b9df97e) fix tests ### 📊 Changes **7 files changed** (+77 additions, -17 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/budget/goals/automationMessages.tsx` (+13 -1) 📝 `packages/desktop-client/src/components/budget/goals/validateAutomation.ts` (+10 -0) 📝 `packages/desktop-client/src/components/modals/BudgetAutomationsModal/AutomationListRow.tsx` (+18 -11) 📝 `packages/desktop-client/src/components/modals/BudgetAutomationsModal/BudgetAutomationsModal.test.ts` (+25 -0) 📝 `packages/desktop-client/src/components/modals/BudgetAutomationsModal/migrateTemplatesToAutomations.ts` (+4 -5) 📝 `packages/desktop-client/src/components/util/AmountInput.tsx` (+1 -0) ➕ `upcoming-release-notes/7832.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?--> Addresses: - https://github.com/actualbudget/actual/issues/7692#issuecomment-4440244643 - https://github.com/actualbudget/actual/issues/7692#issuecomment-4440878618 - https://github.com/actualbudget/actual/issues/7692#issuecomment-4441238884 - https://github.com/actualbudget/actual/issues/7692#issuecomment-4442723925 ## Related issue(s) <!-- e.g. Fixes #123, Relates to #456 --> https://github.com/actualbudget/actual/issues/7692 ## 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 | 13.95 MB → 13.95 MB (+1.73 kB) | +0.01% loot-core | 1 | 5.31 MB | 0% api | 2 | 3.94 MB | 0% 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 | 13.95 MB → 13.95 MB (+1.73 kB) | +0.01% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/components/budget/goals/automationMessages.tsx` | 📈 +953 B (+8.74%) | 10.65 kB → 11.58 kB `src/components/modals/BudgetAutomationsModal/AutomationListRow.tsx` | 📈 +571 B (+8.68%) | 6.42 kB → 6.98 kB `src/components/budget/goals/validateAutomation.ts` | 📈 +170 B (+7.06%) | 2.35 kB → 2.52 kB `src/components/modals/BudgetAutomationsModal/migrateTemplatesToAutomations.ts` | 📈 +28 B (+1.55%) | 1.76 kB → 1.79 kB `src/components/util/AmountInput.tsx` | 📈 +53 B (+0.82%) | 6.34 kB → 6.39 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 | 2.01 MB → 2.01 MB (+1.68 kB) | +0.08% static/js/Value.js | 4.96 MB → 4.96 MB (+53 B) | +0.00% **Smaller** No assets were smaller **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 | 1.22 MB | 0% static/js/ScheduleEditForm.js | 146.45 kB | 0% static/js/TransactionEdit.js | 190.43 kB | 0% static/js/TransactionList.js | 85.81 kB | 0% static/js/bankSyncUtils.js | 54.15 kB | 0% static/js/ca.js | 187.72 kB | 0% static/js/chart-theme.js | 800.08 kB | 0% static/js/client.js | 451.37 kB | 0% static/js/da.js | 101.28 kB | 0% static/js/de.js | 170.38 kB | 0% static/js/en-GB.js | 10.01 kB | 0% static/js/en.js | 189.97 kB | 0% static/js/es.js | 178.83 kB | 0% static/js/extends.js | 519.29 kB | 0% static/js/fr.js | 178.71 kB | 0% static/js/indexeddb-main-thread-worker-e59fee74.js | 13.46 kB | 0% static/js/it.js | 165.13 kB | 0% static/js/narrow.js | 364.2 kB | 0% static/js/nb-NO.js | 148.19 kB | 0% static/js/nl.js | 106.34 kB | 0% static/js/pt-BR.js | 189.39 kB | 0% static/js/resize-observer.js | 18.06 kB | 0% static/js/th.js | 174.62 kB | 0% static/js/theme.js | 31.67 kB | 0% static/js/uk.js | 207.56 kB | 0% static/js/useFormatList.js | 4.96 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 | 117.75 kB | 0% </div> </details> --- #### loot-core **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 5.31 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 ----- | --------- | --------- kcab.worker.jUVFVkaN.js | 5.31 MB | 0% </div> </details> --- #### api **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 2 | 3.94 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 ----- | --------- | --------- index.js | 3.94 MB | 0% 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 ---> --- <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 2026-05-14 04:38:26 -05:00
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