SortMe Prototype — prd-86-main-menu-condensed

Screens in this prototype

Every screen and state, on desktop and mobile, at a glance. Click any frame — or Enter the prototype — to open it live.

Enter prototype

Condensed menu — default

primary

Reach: any authenticated page (shown here on Overview)

All groups closed — the typical-user landing state. Desktop: 5-item sidebar, top bar unchanged. Mobile: unchanged bottom tabs. (The 'Talk to an advisor' entry point replacing Power Ups is separate work, not in this branch.)

Desktop
Mobile

Spend group open

state

Reach: click 'Spend' in the sidebar (or land on a Spend child route)

Spend unfolds to Transactions / Spend Overview / Entities / My Budget / My Rules with the animated fold; every other group is closed (accordion).

Desktop

Save group open

state

Reach: click 'Save' in the sidebar (or land on a Save child route)

Save unfolds to Subscriptions / Cashflow (BETA superscript preserved) / My Goals; opening Save folds the others closed.

Desktop

Collapsed rail

state

Reach: click the « chevron below the logo

Sidebar collapsed to the icon-only 4rem rail (AuthLayout.tsx toggleSidebar): TinyLogo, labels hidden, hover tooltips with item names on EVERY row including sub-items, chevron flipped to ». Shown with Spend open: sub-items carry a 1px 30%-white guide line on the left so they read as children of the group above.

Desktop

Net Worth notification/recommendation

state

Reach: data-driven: an active advice recommendation bucketed to Net Worth

Grow shown open: coral notification/recommendation count on the Net Worth child row AND rolled up onto the Grow group row (master badge), so it stays visible when the group folds closed. No advice category maps to Net Worth yet — illustrates the rule.

Desktop

Mortgage notification/recommendation

state

Reach: data-driven: an active mortgage advice recommendation (adviceBadges.mortgage)

Grow shown open: coral notification/recommendation count on the Mortgage child row AND rolled up onto the Grow group row. Unlike Net Worth, Mortgage has a real badge mapping in prod today, so this mirrors live behaviour.

Desktop

With pending actions (page context)

state

Reach: data-driven: user has pending actions (AI income, subscriptions to sort)

Page-context state, unrelated to the menu change: the Action Needed gradient card (default_visible: false in the region manifest) in its triggering state. Menu behaves identically.

Desktop

New user (page context)

state

Reach: first-run: onboarding not yet completed/dismissed

Page-context state: the one-time Getting started card in its triggering state (typical prod user has dismissed it). Confirms the condensed menu reads fine for a brand-new user too.

Desktop
Mobile