* [AI] Fix type errors for API consumers by shipping .d.ts declarations from loot-core
Downstream consumers of @actual-app/api with strict: true get type errors
because @actual-app/core exports raw .ts source files. Consumers' tsc
follows the import chain into core's source (compiled with strict: false),
and skipLibCheck doesn't help since it only skips .d.ts files.
Add "types" conditions to all imports/exports entries in loot-core's
package.json, pointing to the pre-built declarations in lib-dist/decl/.
Add .npmignore to include lib-dist/decl/ in the published package.
Fixes#7410
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* [AI] Use prepack/postpack scripts instead of inflating package.json
Replace the inline "types" conditions in imports/exports with a prepack
script that adds them at pack/publish time. This keeps the checked-in
package.json clean while still shipping .d.ts declarations to npm
consumers.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* [AI] Convert prepack/postpack scripts to TypeScript
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* [AI] Add release notes for #7468
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* [AI] Fix recursive ExportValue type and remove redundant comment
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* [AI] Rename scripts to .mts and inline types conditions
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* [AI] Make backup/restore scripts safer
- Check if backup exists before creating it in prepack
- Make restore idempotent by checking if backup exists in postpack
- Prevents overwriting existing backups from interrupted runs
- Addresses CodeRabbit review feedback
Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
* [AI] Type api-handlers.ts fields to drop implicit any
The `fields` / export-args slots in the ApiHandlers contract were
untyped, surfacing as TS7008 errors in strict consumers. Replace them
with the `Partial<APIXxxEntity>` shapes the `@actual-app/api` wrappers
already pass, and annotate the matching call sites in `api.ts` with
`@ts-expect-error` where the legacy helpers still declare full-entity
parameters despite accepting partial updates at runtime.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* [AI] Replace vite-plugin-dts with tsgo for api types
Drops vite-plugin-dts in favor of running tsgo --emitDeclarationOnly
after the vite bundle, eliminating a heavy dev dependency tree
(api-extractor, volar, vue language-core) from the api package build.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* [AI] Add build script to loot-core to emit declarations via lage
`yarn build:cli` failed in CI with TS6305 because api's
`tsgo --emitDeclarationOnly` depends on loot-core's pre-built
`lib-dist/decl/*.d.ts`, but loot-core had no `build` script, so lage's
`^build` cascade silently skipped it. Add `"build": "tsgo -b"` so loot-core
slots into the dependency chain; its tsconfig already has
`emitDeclarationOnly: true`, so the output is declarations only.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* Simplify API build
* [AI] Document TypeScript moduleResolution requirement for @actual-app/api
The published declarations rely on package.json exports conditions, which
classic node / node10 resolvers don't honor. Document the supported modes
(bundler / nodenext / node16) in the package README and in the Getting
Started section of the API docs.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* [AI] Type-guard default value in add-types-conditions prepack
`value.default` is typed `ExportValue | undefined`, which allows nested
conditional objects. The previous truthy check fell through to
`shouldSkip(defaultValue)` and would crash on `.endsWith()` if that shape
ever appeared. Replace with a `typeof === 'string'` narrowing and drop a
now-redundant "Insert types as the first key" comment.
No runtime change on current package.json — no nested `default` values
exist today — but the script is not covered by loot-core's tsconfig
include, so the latent type issue was silent.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* [AI] Allow "nodenext" in docs spellcheck expect list
Referenced in the new TypeScript moduleResolution note in the API docs.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* [AI] Move loot-core declarations to @types and whitelist publish with files
Relocate loot-core's composite TypeScript output from lib-dist/decl to the
top-level @types directory, matching the api package's convention. Replace
the old .npmignore blacklist with an explicit package.json files whitelist.
- tsconfig.json: outDir @types, exclude test/mock dirs from decl emission
- scripts/add-types-conditions.mts: rewrite paths to ./@types/src/...
- package.json: files whitelist shipping only src, @types, migrations,
typings, default-db.sqlite; drop legacy typesVersions (docs now require
moduleResolution bundler/nodenext/node16, so the classic-resolution
fallback is unused)
- .gitignore: ignore the new @types build artifact
- lage.config.js: factor outputGlob into a shared BUILD_OUTPUT_GLOBS
constant and add @types/** so lage caches loot-core's decl output
- root tsconfig.json: tighten exclude from packages/api/@types to
packages/*/@types to cover both api and loot-core
- delete .npmignore entirely
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* [AI] Build loot-core declarations inside prepack
yarn workspace @actual-app/core pack is the first non-setup step in the
publish workflow, running before any build. Without a build chained into
prepack the @types/ tree is empty at pack time, so the tarball shipped a
transformed package.json pointing at ./@types/src/... paths that didn't
exist. npm publish doesn't re-run hooks on a pre-packed tarball, so the
frozen snapshot must be self-contained; prepack now runs yarn build first
to populate @types/ before add-types-conditions rewrites the exports.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: Cursor Agent <cursoragent@cursor.com>
Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
* [AI] Fix accounts list: compute balances, hide closed, sort by budget group
- Replace empty `balance_current` (bank-sync field) with computed `balance`
from transaction history via `getAccountBalance`
- Filter out closed accounts by default; add `--include-closed` flag
- Stable-sort on-budget accounts before off-budget
- Add `balance_current` to AMOUNT_FIELDS for table/csv formatting
- Update docs and tests
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* [AI] Extract duplicate isRecord type guard to shared utils
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* [AI] Add types condition to api package exports for tsc resolution
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* Update packages/cli/src/commands/query.ts
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
* [AI] Add balance_available/balance_limit to AMOUNT_FIELDS, validate query result.data
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Co-authored-by: Cursor Agent <cursoragent@cursor.com>
Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
* [AI] Clarify that E2E encryption does not cover bank sync tokens (#5550)
Update docs and in-app text to make clear that end-to-end encryption
only applies to budget data, not bank sync tokens stored on the server.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* Add release notes for PR #7392
---------
Co-authored-by: Claude Opus 4.6 (1M context) <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>
* [AI] Add self-signed SSL certificate documentation to CLI docs
Add a section explaining how to use NODE_TLS_REJECT_UNAUTHORIZED=0
to allow the CLI to connect to servers with self-signed SSL certificates,
with a security caution about the implications.
Closes#7327https://claude.ai/code/session_01Mwsuc9By67uzSiMLxvPsMq
* Add release notes for PR #7360
---------
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
* Add documentation for self-signed cert healthchecks
Adds instruction to set NODE_EXTRA_CA_CERTS in docker-compose healthcheck commands so Node.js can trust the certificate.
* [autofix.ci] apply automated fixes
* fixup! Add documentation for self-signed cert healthchecks
* [autofix.ci] apply automated fixes
* Update Docker health checks with self-signed certs
If using self signed certs, comment the first test line and uncomment
the second test line.
* fixup! Update Docker health checks with self-signed certs
* fixup! Add documentation for self-signed cert healthchecks
* fixup! Update Docker health checks with self-signed certs
* [autofix.ci] apply automated fixes
* fixup! Add documentation for self-signed cert healthchecks
* fixup! Update Docker health checks with self-signed certs
---------
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.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>
* Refine user interface documentation for clarity
Updated text for clarity and corrected typos in the user interface documentation.
* Clarify server status and sync icon details
Updated descriptions for server status and sync icon interactions.
* Clarify server status and sidebar account display
Updated server status descriptions for clarity and improved wording in the sidebar section.
* Fix keyboard shortcut Mac key for undo operations
Updated keyboard shortcut instructions for Mac & make consistent.
* Add files via upload
* Fix undo shortcut from 'K' to 'Z'
Updated keyboard shortcut for undo operation in payees guide. COFFEE!
* Revise budget section for clarity and consistency
Updated category descriptions and improved Markdown support details.
* Add files via upload
* Fix grammatical error in budget.md
* Fix typo and clarify Markdown description in budget.md
Corrected a typo in the documentation regarding the chevrons and clarified the description of rendered Markdown.
* Fix spelling error in budget documentation
Corrected the spelling of 'cheverons' to 'chevrons'.
* Add files via upload
* Remove redundant text in budget.md
* Fix formatting issues in payees.md
* count points script should fetch the release note from the PR directly (#7309)
* get pr release note from PR, not top of master
* note
* [AI] Mobile: Post transaction today on global account lists (#7311) (#7322)
* [AI] Mobile: pass today for Post transaction today on global account lists (#7311)
All Accounts, On budget, and Off budget transaction lists now forward the
today flag to schedule/post-transaction, matching single-account mobile
and desktop behavior.
Made-with: Cursor
* [AI] Add release note for PR 7322 (#7311)
Made-with: Cursor
* [AI] Tighten release note wording for PR 7322 (imperative)
Made-with: Cursor
---------
Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com>
---------
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
Co-authored-by: Pranay S <pranayritvik@gmail.com>
Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
* fix github actions inconsistencies
* fix pinning of transitive deps in eslint-plugin
* drop use of node-fetch in api
* drop md5 dependency in favour of node:crypto
* drop slash
* drop unused top level packages
* add note about node-polyfills warning
* remove unused deps from desktop-client
* drop pegjs types
* note
* drop node-jq
* [AI] Improve CLI query command with new flags, subcommands, and docs
Add --last, --count, --where, --offset, --group-by flags and field:desc
order-by syntax to make the query command more usable for both humans
and AI agents. Add query tables/fields subcommands for schema discovery.
Expand CLI and ActualQL documentation with comprehensive examples.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* [AI] Fix parseOrderBy empty field validation and misleading aggregate docs
Validate that order-by field names are non-empty (e.g. ":desc" now throws
a clear error). Move AVAILABLE_TABLES before first use. Update group-by
examples in CLI help text and docs to use --file with proper aggregate
JSON instead of misleading --select with plain field names.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* [autofix.ci] apply automated fixes
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
* [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>
* [AI] Add yarn constraints to enforce consistent dependency versions
Adds a `yarn.config.cjs` that uses Yarn 4's built-in constraints feature
to detect when the same dependency is declared with different version
ranges across workspaces. Workspace protocol references and
peerDependencies are excluded from the check.
Also adds a `yarn constraints` convenience script and the `@yarnpkg/types`
dev dependency for type-checked constraint authoring.
https://claude.ai/code/session_01B1xRjZXn6b18anZjo8cbqb
* Add release notes for PR #7229
* Add constraints job to GitHub Actions workflow
* Fix constraints
---------
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
* [AI] Publish loot-core (@actual-app/core) nightly first in workflow
* [autofix.ci] apply automated fixes
* Refactor imports and update configuration
- Updated .oxfmtrc.json to change "parent" to ["parent", "subpath"].
- Removed unnecessary blank lines in various TypeScript files to improve code readability.
- Adjusted import order in reports and rules files for consistency.
* Add workflow steps to pack and publish the core package nightly
* Remove nightly tag from npm publish command in workflow for core package
* Update post-build script comment to reflect correct workspace command for loot-core declarations
---------
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
* 🔖 (26.3.0)
* Remove used release notes
* Add release notes for PR #7097
* Remove used release notes
* Remove used release notes
* Add release notes for version 26.3.0
* Add new terms to spelling expectation list
* Fix spelling and capitalization in release notes
Corrected spelling of 'reorganisation' to 'reorganization' and updated 'coderabbit' to 'CodeRabbit' for consistency.
* Update patterns.txt to allowlist 'CodeRabbit'
Add 'CodeRabbit' to allowlist of proper nouns.
* Clarify chart theming support in release notes
Updated the release notes to specify bar/pie chart theming support and added details about theme variables for customization.
* Remove 'CodeRabbit' from spelling expectations
* Refactor release notes and improve formatting
Reorganize release notes for clarity and update content.
* Create 2026-03-02-release-26-3-0.md
* Change release date to 2026-03-02
Updated the release date for version 26.3.0.
* Update release notes for version 26.3.0
---------
Co-authored-by: jfdoming <9922514+jfdoming@users.noreply.github.com>
Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Julian Dominguez-Schatz <julian.dominguezschatz@gmail.com>
* Add release notes for version 26.2.1, including critical security fixes for SimpleFin, Pluggy, and multi-user setups. Remove outdated upcoming release notes for related bugfixes.
* Add release notes for PR #7043
* Delete upcoming-release-notes/7043.md
---------
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* Add ACTUAL_USER_CREATION_MODE documentation to oauth-auth.md
* [autofix.ci] apply automated fixes
* add note that first external auth user is admin and owner
Added details about admin permissions and server ownership for users authenticating with OpenID/OAuth2.
* improve ACTUAL_USER_CREATION_MODE environment documentation
clarify warning about server owner
* [autofix.ci] apply automated fixes
* move first user admin warning to "after setup" section of OIDC documentation
---------
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* 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
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* Document graph color variables for custom themes
Added documentation for graph color variables in custom themes.
* [autofix.ci] apply automated fixes
* Update custom themes documentation for clarity
Clarify the impact of color palettes on custom report widget graphs and format the list of color variables.
* Update packages/docs/docs/experimental/custom-themes.md
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
* Fix color variable syntax in custom themes documentation
Updated color variable syntax for chart colors in documentation.
---------
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Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
