Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Goals: Check template action #1108

Merged
merged 9 commits into from
Jun 11, 2023
Merged

Goals: Check template action #1108

merged 9 commits into from
Jun 11, 2023

Conversation

youngcw
Copy link
Member

@youngcw youngcw commented Jun 5, 2023

This adds an option to the month drop down to check all the template lines. If there are errors the offending line is shown with its category.

I also modified the wording on the regular template return to be more accurate. Fixes #1100

@netlify
Copy link

netlify bot commented Jun 5, 2023

Deploy Preview for actualbudget ready!

Name Link
🔨 Latest commit d8143b6
🔍 Latest deploy log https://app.netlify.com/sites/actualbudget/deploys/6482632e859b540008b1dc6d
😎 Deploy Preview https://deploy-preview-1108--actualbudget.netlify.app/
📱 Preview on mobile
Toggle QR Code...

QR Code

Use your smartphone camera to open QR code link.

To edit notification comments on pull requests, go to your Netlify site settings.

@youngcw youngcw changed the title Check templates Goals: Check template action Jun 5, 2023
@rich-howell
Copy link
Contributor

This feature is still very much experimental but I personally am a bit concerned it is bleeding out into the UI, this drop down is getting increasingly large now if goals is turned on, if goals is turned off there is only 3 options here.

image

I think if Goals are sticking around we need to think about a design for the UI and how this should look in a more perm position that means something to the user.

@youngcw
Copy link
Member Author

youngcw commented Jun 6, 2023

I agree that menu is getting busy, and that something better needs put together. To stir the pot some more, should that menu exist at all? It makes sense to be there with the 3 non-experimental options, but not as much once templates are added. I don't think it would be bad to make a combined view for all these budget filler options like is being discussed in #1006. That way anything that isn't manual budgeting gets its own view.

But that's a ways off. I'm open to suggestions of a better placement for the time being.

@rich-howell
Copy link
Contributor

At the moment we have options all over the place!

I would suggest that the option you added in this particular PR gets moved into here

image

It is a check of the templates in the categories, it isn't doing anything to the budget itself which is what the other menu (below)

image

Seems to be for...

The top menu, seems to be for options that affect the budget and the second menu is for options that affect categories, as the templates we are checking are in category notes, maybe it should be there?

@youngcw
Copy link
Member Author

youngcw commented Jun 6, 2023

Would it be confusing to have the template actions be in two different places?

@rich-howell
Copy link
Contributor

Would it be confusing to have the template actions be in two different places?

Not sure, thinking out loud. Trying to work out how the flow of the app should work. Right now everything is just lumped in that menu up top....

@youngcw
Copy link
Member Author

youngcw commented Jun 6, 2023

Ultimately much of this wont matter once the templates get a UI and the goals are created by the gui.

Copy link
Contributor

@j-f1 j-f1 left a comment

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

I'm personally fine with merging this now and discussing UI improvements separately, since this feature is still experimental. @rich-howell any objections to that?

@j-f1 j-f1 merged commit ded6ee8 into actualbudget:master Jun 11, 2023
@trafico-bot trafico-bot bot added ✨ Merged Pull Request has been merged successfully and removed ✅ Approved labels Jun 11, 2023
@youngcw youngcw deleted the check_templates branch July 1, 2023 21:16
FlorianLang06 pushed a commit to FlorianLang06/actual that referenced this pull request Mar 7, 2024
This adds an option to the month drop down to check all the template
lines. If there are errors the offending line is shown with its
category.

I also modified the wording on the regular template return to be more
accurate. Fixes actualbudget#1100
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
✨ Merged Pull Request has been merged successfully
Projects
None yet
Development

Successfully merging this pull request may close these issues.

[Bug]: Goal Templates: Error in number of templates reported when finished.
3 participants