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[PR #7791] [MERGED] automation UI: add options section to sidebar #97291

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opened 2026-05-26 14:11:45 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-05-26 14:11:45 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/7791
Author: @matt-fidd
Created: 5/11/2026
Status: ✅ Merged
Merged: 5/11/2026
Merged by: @matt-fidd

Base: master ← Head: budget-automation/cleanup

📝 Commits (4)

  • 2aecccd add options section to sidebar
  • 0121ade note
  • 7bb661d don't allow switching from option to automation
  • 09420e4 use short description for sidebar, hide projected balance

📊 Changes

7 files changed (+247 additions, -92 deletions)

View changed files

📝 packages/desktop-client/src/components/budget/goals/displayTemplateMeta.ts (+3 -1)
➕ packages/desktop-client/src/components/budget/goals/editor/LimitAutomationShort.tsx (+31 -0)
📝 packages/desktop-client/src/components/modals/BudgetAutomationsModal/AutomationEditorPane.tsx (+34 -17)
📝 packages/desktop-client/src/components/modals/BudgetAutomationsModal/AutomationListRow.tsx (+37 -30)
📝 packages/desktop-client/src/components/modals/BudgetAutomationsModal/BudgetAutomationsBody.tsx (+127 -41)
📝 packages/desktop-client/src/components/modals/BudgetAutomationsModal/TypePicker.tsx (+9 -3)
➕ upcoming-release-notes/7791.md (+6 -0)

📄 Description

Description

This is prep for adding cleanup and goal functionality. I've opted for splitting "things that add to the balance" from "things that influence how that happens".

image

AI disclaimer: claude did some of the legwork here

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 34 13.96 MB → 13.97 MB (+5.02 kB) +0.04%
loot-core 1 5.27 MB 0%
api 2 3.9 MB 0%
cli 1 7.97 MB 0%
crdt 1 43.41 kB 0%
View detailed bundle stats

desktop-client

Total

Files count Total bundle size % Changed
34 13.96 MB → 13.97 MB (+5.02 kB) +0.04%
Changeset
File Δ Size
src/components/budget/goals/editor/LimitAutomationShort.tsx 🆕 +1.19 kB 0 B → 1.19 kB
src/components/modals/BudgetAutomationsModal/BudgetAutomationsBody.tsx 📈 +3.08 kB (+29.61%) 10.41 kB → 13.49 kB
src/components/modals/BudgetAutomationsModal/AutomationEditorPane.tsx 📈 +889 B (+8.89%) 9.76 kB → 10.63 kB
src/components/modals/BudgetAutomationsModal/TypePicker.tsx 📈 +141 B (+4.41%) 3.12 kB → 3.26 kB
src/components/budget/goals/displayTemplateMeta.ts 📈 +19 B (+1.28%) 1.44 kB → 1.46 kB
src/components/modals/BudgetAutomationsModal/AutomationListRow.tsx 📉 -284 B (-4.12%) 6.73 kB → 6.45 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
static/js/index.js 1.96 MB → 1.96 MB (+5.02 kB) +0.25%

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 190.4 kB 0%
static/js/TransactionList.js 85.81 kB 0%
static/js/Value.js 4.94 MB 0%
static/js/bankSyncUtils.js 54.15 kB 0%
static/js/ca.js 187.91 kB 0%
static/js/chart-theme.js 800.08 kB 0%
static/js/client.js 451.37 kB 0%
static/js/da.js 101.38 kB 0%
static/js/de.js 170.55 kB 0%
static/js/en-GB.js 8.2 kB 0%
static/js/en.js 185.11 kB 0%
static/js/es.js 179 kB 0%
static/js/extends.js 520.98 kB 0%
static/js/fr.js 178.9 kB 0%
static/js/indexeddb-main-thread-worker-e59fee74.js 13.46 kB 0%
static/js/it.js 165.3 kB 0%
static/js/narrow.js 364.22 kB 0%
static/js/nb-NO.js 148.31 kB 0%
static/js/nl.js 106.47 kB 0%
static/js/pl.js 86.52 kB 0%
static/js/pt-BR.js 189.58 kB 0%
static/js/resize-observer.js 18.06 kB 0%
static/js/th.js 174.76 kB 0%
static/js/theme.js 31.67 kB 0%
static/js/uk.js 207.75 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 117.91 kB 0%

loot-core

Total

Files count Total bundle size % Changed
1 5.27 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.1jYQKhxA.js 5.27 MB 0%

api

Total

Files count Total bundle size % Changed
2 3.9 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 3.9 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 43.41 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 43.41 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/7791 **Author:** [@matt-fidd](https://github.com/matt-fidd) **Created:** 5/11/2026 **Status:** ✅ Merged **Merged:** 5/11/2026 **Merged by:** [@matt-fidd](https://github.com/matt-fidd) **Base:** `master` ← **Head:** `budget-automation/cleanup` --- ### 📝 Commits (4) - [`2aecccd`](https://github.com/actualbudget/actual/commit/2aecccd2f48c6fdf337c58068dd46432eacdcfda) add options section to sidebar - [`0121ade`](https://github.com/actualbudget/actual/commit/0121ade5b9cb37a042e0f301ef1cccd55fa8b787) note - [`7bb661d`](https://github.com/actualbudget/actual/commit/7bb661dc361f23e58ffbcb293b2fc261031edba7) don't allow switching from option to automation - [`09420e4`](https://github.com/actualbudget/actual/commit/09420e47c3370f0fa32a8dc6856c599dc864410b) use short description for sidebar, hide projected balance ### 📊 Changes **7 files changed** (+247 additions, -92 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/budget/goals/displayTemplateMeta.ts` (+3 -1) ➕ `packages/desktop-client/src/components/budget/goals/editor/LimitAutomationShort.tsx` (+31 -0) 📝 `packages/desktop-client/src/components/modals/BudgetAutomationsModal/AutomationEditorPane.tsx` (+34 -17) 📝 `packages/desktop-client/src/components/modals/BudgetAutomationsModal/AutomationListRow.tsx` (+37 -30) 📝 `packages/desktop-client/src/components/modals/BudgetAutomationsModal/BudgetAutomationsBody.tsx` (+127 -41) 📝 `packages/desktop-client/src/components/modals/BudgetAutomationsModal/TypePicker.tsx` (+9 -3) ➕ `upcoming-release-notes/7791.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?--> This is prep for adding cleanup and goal functionality. I've opted for splitting "things that add to the balance" from "things that influence how that happens". <img width="962" height="763" alt="image" src="https://github.com/user-attachments/assets/8109e4f3-257d-42c6-a3bf-a0ea15e5c159" /> AI disclaimer: claude did some of the legwork here ## 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 | 34 | 13.96 MB → 13.97 MB (+5.02 kB) | +0.04% loot-core | 1 | 5.27 MB | 0% api | 2 | 3.9 MB | 0% cli | 1 | 7.97 MB | 0% crdt | 1 | 43.41 kB | 0% <details> <summary>View detailed bundle stats</summary> #### desktop-client **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 34 | 13.96 MB → 13.97 MB (+5.02 kB) | +0.04% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/components/budget/goals/editor/LimitAutomationShort.tsx` | 🆕 +1.19 kB | 0 B → 1.19 kB `src/components/modals/BudgetAutomationsModal/BudgetAutomationsBody.tsx` | 📈 +3.08 kB (+29.61%) | 10.41 kB → 13.49 kB `src/components/modals/BudgetAutomationsModal/AutomationEditorPane.tsx` | 📈 +889 B (+8.89%) | 9.76 kB → 10.63 kB `src/components/modals/BudgetAutomationsModal/TypePicker.tsx` | 📈 +141 B (+4.41%) | 3.12 kB → 3.26 kB `src/components/budget/goals/displayTemplateMeta.ts` | 📈 +19 B (+1.28%) | 1.44 kB → 1.46 kB `src/components/modals/BudgetAutomationsModal/AutomationListRow.tsx` | 📉 -284 B (-4.12%) | 6.73 kB → 6.45 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 | 1.96 MB → 1.96 MB (+5.02 kB) | +0.25% **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 | 190.4 kB | 0% static/js/TransactionList.js | 85.81 kB | 0% static/js/Value.js | 4.94 MB | 0% static/js/bankSyncUtils.js | 54.15 kB | 0% static/js/ca.js | 187.91 kB | 0% static/js/chart-theme.js | 800.08 kB | 0% static/js/client.js | 451.37 kB | 0% static/js/da.js | 101.38 kB | 0% static/js/de.js | 170.55 kB | 0% static/js/en-GB.js | 8.2 kB | 0% static/js/en.js | 185.11 kB | 0% static/js/es.js | 179 kB | 0% static/js/extends.js | 520.98 kB | 0% static/js/fr.js | 178.9 kB | 0% static/js/indexeddb-main-thread-worker-e59fee74.js | 13.46 kB | 0% static/js/it.js | 165.3 kB | 0% static/js/narrow.js | 364.22 kB | 0% static/js/nb-NO.js | 148.31 kB | 0% static/js/nl.js | 106.47 kB | 0% static/js/pl.js | 86.52 kB | 0% static/js/pt-BR.js | 189.58 kB | 0% static/js/resize-observer.js | 18.06 kB | 0% static/js/th.js | 174.76 kB | 0% static/js/theme.js | 31.67 kB | 0% static/js/uk.js | 207.75 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 | 117.91 kB | 0% </div> </details> --- #### loot-core **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 5.27 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.1jYQKhxA.js | 5.27 MB | 0% </div> </details> --- #### api **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 2 | 3.9 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 | 3.9 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 | 43.41 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 | 43.41 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 2026-05-26 14:11:45 -05:00
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Reference: github-starred/actual#97291