RFC: account notes #374
Replies: 6 comments 9 replies
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Looks excellent to me - I don't see why not imo. The only other alternatives I can think of that might be worth considering are:
So I think this is the right choice. I just think the spacing looks a little off? But I appreciate that there needs to be room for the 'pencil' icon. It's fine. |
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Part of my job is a designer so I'm obsessive about UI design :) A few small details bother me: the spacing when the name isn't hovered (as mentioned above) because the pencil icon isn't shown. It's weird that the notes button appears when hovering the account name because the notes action is outside the area being hovered. In the budget screen you are hovering the summary section and all detail actions inside of it appears, but the account name is the hoverable area. You can't actually put the cursor where the notes button is and see it which is weird. There's so many things I want to revamp in Actual. Until then, I think the best course of action is to move away from making the entire account name a button. Instead, make it so the account name shows buttons to the right of it (like the notes already is) and those appear on hover. That means to edit the account name you'd have to actually move over and click the pencil icon, which I think is fine. We also need the buttons to ordered like this: notes, then edit. The notes button should render unconditionally if there are notes, so rendering it first will avoid the weird spacing issue. That make sense? |
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Like so @jlongster ? |
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Love it! Should this request also encompass my suggestion to add notes to each cell in the budget or would that be a different request? Basically the ability to add a note to each Categories Budgeted, Spent, and Balance column for each month. I really like to be able to make notes for each month in each of these sections. Love the accounts notes option though, keep up the good work! |
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PR: #385 |
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Hey, Looks like this has been merged, awesome work and thank you, to avoid confusion I am going to go ahead and lock this Cheers and thanks again |
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Description
YNAB has a nifty feature where you can add notes to accounts. This allows to add certain tags to accounts and then add programatic functionality to them. For example: automatic investment account update.
This proposal is to add
notes
to accounts so that similar functionality could also be achieved in Actual.Backend
The existing backend API would be used for the notes: the
notes
table.UI
Here is a demo of the proposed UI:
.. it might take a second to load due to gif filesize. direct link ..
PR
#385
Parting thoughts
Please let me know what you think. If you are happy with the proposal and the UI, I'll gladly prepare a PR and send it over.
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