Foundations for the budget automations UI

packages/component-library/src/styles.ts

@@ -148,4 +148,10 @@ export const styles: Record<string, any> = {
   lightScrollbar: null as CSSProperties | null,
   darkScrollbar: null as CSSProperties | null,
   scrollbarWidth: null as number | null,
+  editorPill: {
+    color: theme.pillText,
+    backgroundColor: theme.pillBackground,
+    borderRadius: 4,
+    padding: '3px 5px',
+  },
 };

packages/desktop-client/src/components/budget/SidebarCategory.tsx

@@ -8,6 +8,7 @@ import {
 } from 'loot-core/types/models';
 
 import { useContextMenu } from '../../hooks/useContextMenu';
+import { useFeatureFlag } from '../../hooks/useFeatureFlag';
 import { SvgCheveronDown } from '../../icons/v1';
 import { theme } from '../../style';
 import { Button } from '../common/Button2';
@@ -17,13 +18,16 @@ import { View } from '../common/View';
 import { NotesButton } from '../NotesButton';
 import { InputCell } from '../table';
 
+import { CategoryAutomationButton } from './goals/CategoryAutomationButton';
+
 type SidebarCategoryProps = {
   innerRef: Ref<HTMLDivElement>;
   category: CategoryEntity;
   categoryGroup?: CategoryGroupEntity;
   dragPreview?: boolean;
   dragging?: boolean;
   editing: boolean;
+  goalsShown?: boolean;
   style?: CSSProperties;
   borderColor?: string;
   isLast?: boolean;
@@ -40,6 +44,7 @@ export function SidebarCategory({
   dragPreview,
   dragging,
   editing,
+  goalsShown = false,
   style,
   isLast,
   onEditName,
@@ -48,6 +53,7 @@ export function SidebarCategory({
   onHideNewCategory,
 }: SidebarCategoryProps) {
   const { t } = useTranslation();
+  const goalTemplatesUIEnabled = useFeatureFlag('goalTemplatesUIEnabled');
 
   const temporary = category.id === 'new';
   const { setMenuOpen, menuOpen, handleContextMenu, resetPosition, position } =
@@ -128,6 +134,14 @@ export function SidebarCategory({
         </Popover>
       </View>
       <View style={{ flex: 1 }} />
+      {!goalsShown && goalTemplatesUIEnabled && (
+        <View style={{ flexShrink: 0 }}>
+          <CategoryAutomationButton
+            style={dragging && { color: 'currentColor' }}
+            defaultColor={theme.pageTextLight}
+          />
+        </View>
+      )}
       <View style={{ flexShrink: 0 }}>
         <NotesButton
           id={category.id}

packages/desktop-client/src/components/budget/goals/CategoryAutomationButton.tsx

@@ -0,0 +1,54 @@
+import React, { type CSSProperties } from 'react';
+
+import { Button } from '@actual-app/components/button';
+import { theme } from '@actual-app/components/theme';
+
+import { pushModal } from 'loot-core/client/actions';
+import { type Template } from 'loot-core/server/budget/types/templates';
+
+import { useFeatureFlag } from '../../../hooks/useFeatureFlag';
+import { SvgChartPie } from '../../../icons/v1';
+import { useDispatch } from '../../../redux';
+
+type CategoryAutomationButtonProps = {
+  width?: number;
+  height?: number;
+  defaultColor?: string;
+  style?: CSSProperties;
+};
+export function CategoryAutomationButton({
+  width = 12,
+  height = 12,
+  defaultColor = theme.buttonNormalText,
+  style,
+}: CategoryAutomationButtonProps) {
+  const automations: Template[] = [];
+  const hasAutomations = !!automations.length;
+
+  const dispatch = useDispatch();
+
+  const goalTemplatesEnabled = useFeatureFlag('goalTemplatesEnabled');
+  const goalTemplatesUIEnabled = useFeatureFlag('goalTemplatesUIEnabled');
+
+  if (!goalTemplatesEnabled || !goalTemplatesUIEnabled) {
+    return null;
+  }
+
+  return (
+    <Button
+      variant="bare"
+      aria-label="Change category automations"
+      className={!hasAutomations ? 'hover-visible' : ''}
+      style={{
+        color: defaultColor,
+        ...style,
+        ...(hasAutomations && { display: 'flex !important' }),
+      }}
+      onPress={() => {
+        dispatch(pushModal('category-automations-edit'));
+      }}
+    >
+      <SvgChartPie style={{ width, height, flexShrink: 0 }} />
+    </Button>
+  );
+}

packages/desktop-client/src/components/modals/EditRuleModal.jsx

@@ -201,14 +201,7 @@ function FieldError({ type }) {
 function Editor({ error, style, children }) {
   return (
     <View style={style} data-testid="editor-row">
-      <Stack
-        direction="row"
-        align="center"
-        spacing={1}
-        style={{
-          padding: '3px 5px',
-        }}
-      >
+      <Stack direction="row" align="center" spacing={1}>
         {children}
       </Stack>
       {error && <FieldError type={error} />}
@@ -1008,12 +1001,6 @@ export function EditRuleModal({ defaultRule, onSave: originalOnSave }) {
     }
   }
 
-  const editorStyle = {
-    color: theme.pillText,
-    backgroundColor: theme.pillBackground,
-    borderRadius: 4,
-  };
-
   // Enable editing existing split rules even if the feature has since been disabled.
   const showSplitButton = actionSplits.length > 0;
 
@@ -1104,7 +1091,7 @@ export function EditRuleModal({ defaultRule, onSave: originalOnSave }) {
                   <ConditionsList
                     conditionsOp={conditionsOp}
                     conditions={conditions}
-                    editorStyle={editorStyle}
+                    editorStyle={styles.editorPill}
                     isSchedule={isSchedule}
                     onChangeConditions={conds => setConditions(conds)}
                   />
@@ -1185,7 +1172,7 @@ export function EditRuleModal({ defaultRule, onSave: originalOnSave }) {
                                   'append-notes',
                                 ]}
                                 action={action}
-                                editorStyle={editorStyle}
+                                editorStyle={styles.editorPill}
                                 onChange={(name, value) => {
                                   onChangeAction(action, name, value);
                                 }}

packages/desktop-client/src/components/settings/Experimental.tsx

@@ -70,6 +70,13 @@ function FeatureToggle({
 export function ExperimentalFeatures() {
   const [expanded, setExpanded] = useState(false);
 
+  const goalTemplatesEnabled = useFeatureFlag('goalTemplatesEnabled');
+  const goalTemplatesUIEnabled = useFeatureFlag('goalTemplatesUIEnabled');
+  const showGoalTemplatesUI =
+    goalTemplatesUIEnabled ||
+    (goalTemplatesEnabled &&
+      localStorage.getItem('devEnableGoalTemplatesUI') === 'true');
+
   return (
     <Setting
       primaryAction={
@@ -78,6 +85,13 @@ export function ExperimentalFeatures() {
             <FeatureToggle flag="goalTemplatesEnabled">
               <Trans>Goal templates</Trans>
             </FeatureToggle>
+            {showGoalTemplatesUI && (
+              <View style={{ paddingLeft: 22 }}>
+                <FeatureToggle flag="goalTemplatesUIEnabled">
+                  <Trans>Subfeature: Budget automations UI</Trans>
+                </FeatureToggle>
+              </View>
+            )}
             <FeatureToggle
               flag="actionTemplating"
               feedbackLink="https://github.com/actualbudget/actual/issues/3606"

packages/desktop-client/src/hooks/useFeatureFlag.ts

@@ -4,6 +4,7 @@ import { useSyncedPref } from './useSyncedPref';
 
 const DEFAULT_FEATURE_FLAG_STATE: Record<FeatureFlag, boolean> = {
   goalTemplatesEnabled: false,
+  goalTemplatesUIEnabled: false,
   actionTemplating: false,
   contextMenus: false,
   openidAuth: false,

packages/loot-core/src/client/data-hooks/schedules.tsx

@@ -84,6 +84,7 @@ export function useSchedules({
     setError(undefined);
 
     if (!query) {
+      console.error('No query provided to useSchedules');
       return;
     }
 

packages/loot-core/src/client/state-types/modals.d.ts

@@ -347,6 +347,7 @@ type FinanceModals = {
   };
   'keyboard-shortcuts': EmptyObject;
   'goal-templates': EmptyObject;
+  'category-automations-edit': EmptyObject;
 };
 
 export type PushModalAction = {

packages/loot-core/src/server/budget/types/templates.d.ts

@@ -60,7 +60,7 @@ interface AverageTemplate extends BaseTemplate {
 }
 
 interface GoalTemplate extends BaseTemplate {
-  type: 'simple';
+  type: 'goal';
   amount: number;
 }
 

packages/loot-core/src/types/prefs.d.ts

@@ -1,5 +1,6 @@
 export type FeatureFlag =
   | 'goalTemplatesEnabled'
+  | 'goalTemplatesUIEnabled'
   | 'actionTemplating'
   | 'contextMenus'
   | 'openidAuth';

upcoming-release-notes/4308.md

@@ -0,0 +1,6 @@
+---
+category: Features
+authors: [jfdoming]
+---
+
+Foundations for the budget automations UI