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[WIP] Category autocomplete: allow user to toggle making group name searchable #2211

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postonsundays
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@postonsundays postonsundays commented Jan 10, 2024

A bit of user friction I've encountered when categorizing a transaction is not being able to see all the categories I have under a certain group (e.g. Health). The app used to have the group name to the list of values being searched so that by simply typing "Health", I can see all the possible sub-categories in one place, but was removed following a discussion around UX in #1615.

A potential solution is giving users the choice whether they want this extra bit of functionality. This PR will add the option to toggle including group names in the categories in the dashboard settings and creates a more comprehensive filterCategorySuggestions function in the CategoryAutocomplete component to check if the user has enabled this feature.

Main changes

  • adds ui.categorySuggestionsGroupNames to local preferences
  • creates new "Accounts" panel in settings where including groups name in suggestions can be toggled - open to suggestions on the wording of the title / checkbox

Extra work

  • Adds a CategorySuggestion type in the file so the expanded object with group component can be used in more methods

Screenshot 2024-01-10 at 17 00 14
Screenshot 2024-01-10 at 19 50 54

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github-actions bot commented Jan 10, 2024

Bundle Stats — desktop-client

Hey there, this message comes from a GitHub action that helps you and reviewers to understand how these changes affect the size of this project's bundle.

As this PR is updated, I'll keep you updated on how the bundle size is impacted.

Total

Files count Total bundle size % Changed
15 3.08 MB → 3.08 MB (+896 B) +0.03%
Changeset
File Δ Size
src/components/settings/AccountSettings.tsx 🆕 +1.54 kB 0 B → 1.54 kB
src/components/autocomplete/CategoryAutocomplete.tsx 📈 +374 B (+4.12%) 8.86 kB → 9.23 kB
src/components/settings/index.tsx 📈 +110 B (+1.31%) 8.23 kB → 8.34 kB
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Asset File Size % Changed
static/js/main.js 1.43 MB → 1.44 MB (+896 B) +0.06%

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Asset File Size % Changed
static/js/665.chunk.js 824.28 kB 0%
static/media/Inter-italic.var.woff2 239.29 kB 0%
static/media/Inter-roman.var.woff2 221.86 kB 0%
static/js/231.chunk.js 117.38 kB 0%
static/js/wide-components.chunk.js 112.37 kB 0%
static/js/reports.chunk.js 77.81 kB 0%
static/js/narrow-components.chunk.js 43.69 kB 0%
static/js/553.chunk.js 13.14 kB 0%
static/js/473.chunk.js 13 kB 0%
static/js/resize-observer-polyfill.chunk.js 8.88 kB 0%
static/css/main.css 7.41 kB 0%
asset-manifest.json 1.92 kB 0%
index.html 1.69 kB 0%
static/media/browser-server.js 911 B 0%

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Hey there, this message comes from a GitHub action that helps you and reviewers to understand how these changes affect the size of this project's bundle.

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@postonsundays postonsundays changed the title Category autocomplete: make group name searchable [WIP] Category autocomplete: allow user to toggle making group name searchable Jan 10, 2024
@youngcw
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youngcw commented Jan 10, 2024

Does this need to be behind a setting? I don't think it will cause much trouble at all if searching by group was always on.

@postonsundays
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postonsundays commented Jan 10, 2024

@youngcw Based on the previous discussion in #1615, it seems like most people are split down the middle on this, so including the option as a general config seems like the most accessible solution. Having it tucked away in the settings also keeps the main interface simple, since users aren't likely to change this option frequently and it can be referenced in the docs.

@youngcw
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youngcw commented Jan 13, 2024

@postonsundays For this project we are actively trying to keep the number of settings to a minimum. Considering we used to search groups but removed it, I think the best course of action would be to put in a feature request and wait a while to see how the greater user base feels.

I'm going to close this for the time being.

@youngcw youngcw closed this Jan 13, 2024
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2 participants