* create akahu bank sync doc
* add akahu to bank sync sidebar menu
* add akahu to supported providers on bank-sync page
* Update link for Akahu provider documentation
* Refine Akahu setup documentation warnings
Removed redundant warning about experimental features and streamlined the message.
---------
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
* [AI] Add auto-generated Upcoming Release docs page
Adds a docs page that always reflects the current contents of the
repo-root upcoming-release-notes/ directory — the changes that have been
merged but not yet published in a stable release (i.e. what ships in the
nightly/edge builds).
- Extract parseReleaseNotes/formatNotes from the release-notes generator
into the shared ci-actions util so both the release generator and the
docs build reuse the same formatting.
- Add a docs build script that regenerates docs/upcoming-release-notes.md
on every start/build, with an intro explaining the notes are unreleased
and how to try them, plus the categorized notes list.
- Wire the generator into the docs start/build scripts, add a sidebar
entry next to Release Notes, and gitignore the generated page.
https://claude.ai/code/session_01MuY9Phome8uJKH51HbrsQw
* [AI] Simplify upcoming-release-notes generator
- Declare @actual-app/ci-actions as a workspace dependency and import the
shared util by package name instead of a relative cross-package path, so
the dependency is registered in the workspace graph.
- Resolve the repo root once via new URL() and drop the dirname import.
- Use a ternary for the page body instead of let + if/else.
https://claude.ai/code/session_01MuY9Phome8uJKH51HbrsQw
* Add release notes for PR #8065
* [AI] Remove edge references, keep only nightly in docs
Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
* Update packages/docs/scripts/generate-upcoming-release-notes.mjs
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
---------
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Cursor Agent <cursoragent@cursor.com>
Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
* Add files via upload
* Create documentation for budget automation feature
Added documentation for the budget automation feature, detailing its functionalities, usage, and examples.
* Add files via upload
* Revise budget automation documentation for clarity
Updated the documentation for budget automation, enhancing clarity and consistency in the descriptions of features and options.
* [autofix.ci] apply automated fixes
* Update Markdown headers for budget automation section
* Add files via upload
* Improve formatting in budget automation documentation
Updated formatting and added line breaks for better readability in the budget automation documentation.
* [autofix.ci] apply automated fixes
* Fix HTML line breaks in budget-automation.md
Updated HTML line breaks from '</br>' to '<br>' in budget automation documentation.
* Fix HTML line breaks in budget automation documentation
* Fix headings and formatting in budget-automation.md
Updated formatting and corrected headings in budget automation documentation.
* Add budget-automation to sidebar items
* Add files via upload
* Add files via upload
* Revise budget automation documentation
Updated budget automation documentation to clarify usage of notes templates and detailed instructions for month-end cleanup processes, including named pools and weight calculations.
* [autofix.ci] apply automated fixes
* Refactor budget automation documentation for clarity
Updated various sections for clarity and consistency, including grammar corrections and improved phrasing.
* [autofix.ci] apply automated fixes
* Enhance budget automation documentation
Updated budget automation documentation with new blog links and improved formatting.
* Fix links in budget-automation.md
Updated links in the budget automation documentation to remove 'docs' prefix for consistency.
* Revise budget automation documentation with updates
Updated images and text for budget automation documentation, including corrections and enhancements to clarity.
* Improve clarity and add save reminders in budget automation
Updated wording for clarity and added reminders for saving work.
* Update budget automation documentation for clarity
Clarify the process of handling leftover funds in the budget automation script.
* [autofix.ci] apply automated fixes
* Add 'overfund' and 'overfunded' to spelling expect list
* Update spelling expectations by removing 'overfunded'
Removed 'overfunded' from the spelling expectations.
* Add files via upload
* 'overfund' to 'overfunded'
First the bot tells me overfunded isn't needed if overfund is there. Now, it tells me that overfunded IS needed. I give up.
* Enhance budget automation documentation
Added new sections on automation adjustments, moved some sections around, added horizontal separators.
* Update images and descriptions in budget automation docs
* Add files via upload
* Add automation notes section to budget automation docs
Added a section on automation notes to document how automations, balance caps, and long-term goals can have associated notes for clarity and tracking.
* Add files via upload
* Update budget automation examples in documentation
* Add files via upload
* Apply suggestions from code review
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
* [autofix.ci] apply automated fixes
* Add 'unmigrate' to spelling expectations
* Improve clarity in budget automation documentation
Clarified descriptions for budget automation features and improved wording for better understanding.
* Correct spelling of 'unmigrate' to 'Unmigrate'
They are the same and github is punking me again.
* Clarify automation notes description
* Add files via upload
* Add files via upload
* Add files via upload
* Add files via upload
* Add files via upload
* Fix typos in budget-automation documentation
Corrected typos and improved clarity in the budget automation documentation.
---------
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
* [AI] feat: add balance forecast backend
* [AI] feat: add balance forecast report UI
* [AI] feat: gate balance forecast behind an experimental flag
* [AI] Include account-less schedules in balance forecast via explicit flag
- Add includeAccountlessSchedules to forecast/generate and normalize
schedules without an account into FORECAST_UNASSIGNED_ACCOUNT_ID
- When enabled, append synthetic bucket and rule stub; skip transfer legs
for unassigned schedules
- Balance forecast UI sets the flag when widget meta has no account filter
- Add loot-core tests for include vs exclude behavior
* [AI] Improve balance forecast chart refresh UX
Keep forecast charts stable during refetches and let the Y-axis scale to forecast data so balance changes remain visible.
* [AI] Document balance forecast report
Add experimental user documentation and navigation links for the new balance forecast report.
* [AI] Link balance forecast experimental flag to feedback issue #7669
* docs: add PR release notes
* [AI] chore: rerun CI
* [AI] Release custom themes feature
Remove the customThemes experimental feature flag while keeping the
functionality intact (now enabled for all users).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* Revise custom themes release note to experimental
Updated the release notes to reflect the experimental status of the custom themes feature.
* [AI] Move custom themes docs out of experimental
Custom themes graduated from experimental in this release; move the
guide to /docs/custom-themes, drop the experimental warnings and the
flag-toggle instructions, and update the historical link target in
releases.md plus a brief pointer from settings/index.md.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* Update upcoming-release-notes/7775.md
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
---------
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
* [AI] Add AI Usage Policy for contributors
Add a contributor-facing AI Usage Policy page modeled on ESLint's version,
covering disclosure, human-only interaction with maintainers, and author
responsibility. Wire it into the docs sidebar, link it from the contributing
index and the root CONTRIBUTING.md.
https://claude.ai/code/session_012RspFcLedoUjbEYknJYPiL
* [AI] Unwrap AI policy paragraphs, renumber release note
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude <noreply@anthropic.com>
* Add tourSidebar with various tour documentation
Added a new sidebar for the tour section with multiple entries.
* Add 'Tour Actual' sidebar to Docusaurus config
* Remove 'A Tour of Actual' from docs sidebar
Removed 'A Tour of Actual' category and its items from the sidebar.
* Rename 'Tour Actual' to 'Tour' in sidebar
* Add button to proportionally distribute remaining amount of split transaction among child transactions
* Added release note
* Increased min width for split error popover so all buttons are visible
* Updated release note
* Merge proportional distribution into even distribution button
* Added docs on split transactions
* [autofix.ci] apply automated fixes
* Fixed spelling
* [autofix.ci] apply automated fixes
* Change split transaction popover hack to use resize event
---------
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
* [AI] Add @actual-app/cli package
New CLI tool wrapping the full @actual-app/api surface for interacting with
Actual Budget from the command line. Connects to a sync server and supports
all CRUD operations across accounts, budgets, categories, transactions,
payees, tags, rules, schedules, and AQL queries.
* Refactor CLI options: replace `--quiet` with `--verbose` for improved message control. Update related configurations and tests to reflect this change. Adjust build command in workflow for consistency.
* Refactor tests: streamline imports in connection and accounts test files for improved clarity and consistency. Remove dynamic imports in favor of static imports.
* Enhance package.json: Add exports configuration for module resolution and publish settings. This includes specifying types and default files for better compatibility and clarity in package usage.
* Update package.json exports configuration to support environment-specific module resolution. Added 'development' and 'default' entries for improved clarity in file usage.
* Enhance CLI functionality: Update configuration loading to support additional search places for config files. Refactor error handling in command options to improve validation and user feedback. Introduce new utility functions for parsing boolean flags and update related commands to utilize these functions. Add comprehensive tests for new utility functions to ensure reliability.
* Update CLI TypeScript configuration to include Vitest globals and streamline test imports across multiple test files for improved clarity and consistency.
* Update CLI dependencies and build workflow
- Upgrade Vite to version 8.0.0 and Vitest to version 4.1.0 in package.json.
- Add rollup-plugin-visualizer for bundle analysis.
- Modify build workflow to prepare and upload CLI bundle stats.
- Update size comparison workflow to include CLI stats.
- Remove obsolete vitest.config.ts file as its configuration is now integrated into vite.config.ts.
* Enhance size comparison workflow to include CLI build checks and artifact downloads
- Added steps to wait for CLI build success in both base and PR workflows.
- Included downloading of CLI build artifacts for comparison between base and PR branches.
- Updated failure reporting to account for CLI build status.
* Update documentation to replace "CLI tool" with "Server CLI" for consistency across multiple files. This change clarifies the distinction between the command-line interface for the Actual Budget application and the sync-server CLI tool.
* Refactor configuration to replace "budgetId" with "syncId" across CLI and documentation
* Enhance configuration validation by adding support for 'ACTUAL_ENCRYPTION_PASSWORD' and implementing a new validation function for config file content. Update documentation to clarify error output format for the CLI tool.
* Enhance configuration tests to include 'encryptionPassword' checks for CLI options and environment variables, ensuring proper priority handling in the configuration resolution process.
* Update nightly versioning script to use yarn
* Align versions
---------
Co-authored-by: Claude <noreply@anthropic.com>
* start of reports dashboard updates
* spelling
* Add release notes for PR #6976
* don't need one of these
* consistent naming
* bunny fixes
* images
* image again
* extenion
* fix
* consistent naming
* naming
* fix
* last one
* Ill be done with this someday
---------
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
* Add Budget Analysis report with full implementation
Co-authored-by: tabedzki <35670232+tabedzki@users.noreply.github.com>
* Add preset time ranges, intervals, bar chart, hide balance, and display controls
Co-authored-by: tabedzki <35670232+tabedzki@users.noreply.github.com>
* Fix duplicate function declaration syntax error in budget-analysis-spreadsheet.ts
Co-authored-by: tabedzki <35670232+tabedzki@users.noreply.github.com>
* Fix floating point precision error in daily/weekly intervals and replace interval button with dropdown
Co-authored-by: tabedzki <35670232+tabedzki@users.noreply.github.com>
* Make card always display monthly data and match report's chart type
Co-authored-by: tabedzki <35670232+tabedzki@users.noreply.github.com>
* fix: adjust widget placement and presentation
* fix: adjusted the dot presentation
* feat: added svg for line chart/barchart
* fix: added one month to the report
* added the upcoming release notes
* amended the upcoming release notes
* fix: removed unused variables
* formatted using prettier --write
* [autofix.ci] apply automated fixes
* feat: added new feature to the Reports Page in the test budget
* fix: amended the reports.test.ts file to expect Budget Analysis
* Update VRT screenshots
Auto-generated by VRT workflow
PR: #6137
* Update VRT screenshots
Auto-generated by VRT workflow
PR: #6137
* revert: removed the inclusion of the Budget Analysis tool from the test file
* Update VRT screenshots
Auto-generated by VRT workflow
PR: #6137
* fix: changed the display to always be monthly since budgets are monthly; removed the 1month view
* [autofix.ci] apply automated fixes
* [autofix.ci] apply automated fixes (attempt 2/3)
* fix: removed comment
* feat: added experimental feature flag for Budget Analysis tool
* feat: Switched option to use SVG Icons instead of words to shorten horizontal layout
* Removed interval possibilities and removed unnecessary compact variable as indicated by CodeRabbit
* Update packages/desktop-client/src/components/reports/reports/BudgetAnalysisCard.tsx
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
* Added basic documentation for Budget Analysis Report
* Update VRT screenshots
Auto-generated by VRT workflow
PR: #6137
* Update VRT screenshots
Auto-generated by VRT workflow
PR: #6137
* fix: added budget-analysis doc to sidebar
* Update VRT screenshots
Auto-generated by VRT workflow
PR: #6137
* feat(reports): improve Budget Analysis report UI and behavior
- Update chart colors to match Cash Flow report style
(Budgeted: blue, Balance: pageTextLight)
- Remove legend items from report view for cleaner UI
- Add 1 month quick select option to header
- Pass isConcise prop to BudgetAnalysisGraph for proper date formatting
- Add dynamic daily/monthly interval switching based on date range
* Update VRT screenshots
Auto-generated by VRT workflow
PR: #6137
* feat(reports): refactor BudgetAnalysisGraph and improve isConcise calculation according to Rabbit AI
* feat(reports): add translation support for Budget Analysis graph labels
* feat(reports): centralize translation for Budget Analysis graph labels
* feat: use the budget values directly from the budget spreadsheet/server
* feat: enhance budget analysis with overspending adjustments and detailed reporting
* style: format code for better readability in BudgetAnalysis and budget-analysis-spreadsheet components
* refactor: remove unused variables
* docs: added in the image to the docs
* fix: reimplement support for conditionsOp
* [autofix.ci] apply automated fixes
* style: simplify budget analysis labels for clarity
* fix: add the on copy function
* feat: tooltip improvements
* feat: enhance budget analysis to track overspending adjustments across months
* fix: removed the absolute value for spent
* feat: update the charts to look closer to the CashFlow report
* fix: correct financial formatting for totalSpent in BudgetAnalysis
* feat: add filterExclude prop to Header and BudgetAnalysis for improved filtering options
* feat: implement privacy mode for Y-axis values in BudgetAnalysisGraph
* feat: change default graph type to Bar in BudgetAnalysis
* feat: remove commented-out filter button code in Header component
* feat: remove commented-out code for filter exclusion in Header component
* fix: update the feedback link to the dedicated issue
* refactor: financial display components to use FinancialText for consistency in Budget Analysis reports
* fix: update the card to also start as bar graph
* docs: update Budget Analysis report to include category filtering information
* style: refactor imports and whitespace
* refactor: simplify inline content structure in BudgetAnalysis component
* [autofix.ci] apply automated fixes
* Update VRT screenshots
Auto-generated by VRT workflow
PR: #6137
* fix: removed color descriptors from the chart
* fix: update color themes for Budget Analysis to use custom theme definitions
* [autofix.ci] apply automated fixes
* feat: update Budget Analysis merge md file
* Update VRT screenshots
Auto-generated by VRT workflow
PR: #6137
* fix: update budget analysis report image
* fix: white space adjustment in descriptor
* [autofix.ci] apply automated fixes
---------
Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
* Add custom themes feature with GitHub installation support
- Add ThemeInstaller component for installing themes from GitHub
- Implement custom theme validation and CSS parsing
- Add support for installed custom themes in preferences
- Add CustomThemeStyle component with CSS validation
- Update theme system to support custom overlay backgrounds
- Add comprehensive tests for theme installation and validation
- Add documentation and release notes for custom themes feature
* Update custom theme catalog: remove several themes and add 'Miami Beach' from a new repository.
* Enhance CSS validation in custom themes
- Refactor `validatePropertyValue` to implement an allowlist approach for CSS property values, rejecting complex constructs and functions except for rgb/rgba/hsl/hsla.
- Add comprehensive tests for various invalid CSS scenarios, including function calls and at-rules.
- Improve error messages for better clarity on validation failures.
- Ensure property name validation checks for format and allowed characters.
* Update custom theme catalog: rename theme from 'Miami Beach' to 'Shades of Coffee'.
* Remove 'forceReload' feature flag and related code from the application settings and feature flag definitions.
* Enhance ThemeInstaller component to support installed themes
- Add `installedTheme` prop to `ThemeInstaller` for managing custom themes.
- Implement logic to populate the text box with installed custom theme CSS when reopening.
- Update tests to verify behavior for installed themes with and without repositories.
- Improve CSS validation to allow additional CSS keywords and ensure proper structure.
* docs: Add comprehensive developer documentation
- Add development-setup.md with environment setup and essential commands
- Add testing.md documenting Lage, Vitest, and Playwright workflows
- Add code-style.md with TypeScript, React, and coding conventions
- Add troubleshooting.md for common development issues
- Enhance contributing/index.md with development workflow section
- Expand project-details/index.md with detailed package descriptions
- Enhance architecture.md with technical details and remove outdated references
- Update AGENTS.md to reflect docs are now part of monorepo
- Fix outdated command examples and Node.js version references
- Update sidebar to include new documentation sections
* fix: Correct link path in code-style.md
* docs: Update documentation references and remove outdated notes
- Clarify that the documentation website is now part of the monorepo in AGENTS.md
- Remove the import organization section from code-style.md to streamline guidelines
- Update project-details/index.md to reflect the current status of the documentation website
* Update release-notes workflow to exclude AGENTS.md from non-docs file checks
* Update release-notes workflow to remove AGENTS.md exclusion and add upcoming release notes for missing information in Agents.md
* Refactor documentation to streamline testing and project structure guidelines
- Removed outdated test commands from AGENTS.md and development-setup.md for clarity.
- Updated code-style.md to correct a formatting issue in the contribution checklist.
- Consolidated package command references in project-details/index.md to focus on essential information.
- Enhanced troubleshooting documentation by removing redundant steps and clarifying solutions.
* Update VRT screenshots
Auto-generated by VRT workflow
PR: #6120
---------
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Dustin BrewerandGitHub
Sebastián MalukandGitHub
