Commit Graph

4569 Commits

Author SHA1 Message Date
youngcw
3fd1577a59 📮 2026 roadmap (#6347)
* init

* reword

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6347

* cleanup vrt

* add cli feature

* Apply suggestions from code review

Co-authored-by: Julian Dominguez-Schatz <julian.dominguezschatz@gmail.com>
Co-authored-by: Kelly Arwine <2262535+kellyarwine@users.noreply.github.com>

* a bit of extra

* fix

* Apply suggestions from code review

Co-authored-by: Julian Dominguez-Schatz <julian.dominguezschatz@gmail.com>

---------

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Co-authored-by: Julian Dominguez-Schatz <julian.dominguezschatz@gmail.com>
Co-authored-by: Kelly Arwine <2262535+kellyarwine@users.noreply.github.com>
2025-12-20 13:43:40 +00:00
Copilot
ffc32517f8 Fix crash when setting recurring date in rule conditions (#6427)
* Initial plan

* Fix crash when setting date in a rule with null value

Co-authored-by: MatissJanis <886567+MatissJanis@users.noreply.github.com>

* Update RuleEditor and input components to handle RecurConfig values correctly

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Co-authored-by: MatissJanis <886567+MatissJanis@users.noreply.github.com>
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
2025-12-19 23:40:50 +00:00
Matiss Janis Aboltins
4fc00ae7f1 lint: patch typescript ignored issues (#6450)
* Updates across multiple packages

* Release notes

* Enhance error handling in budget goals reducer by throwing an error when the template is null
2025-12-19 23:40:28 +00:00
Matiss Janis Aboltins
b092681468 Update linting configuration (#6451) 2025-12-19 22:11:25 +00:00
Matiss Janis Aboltins
07fbcebb6a lint: move eslint-native rules to oxlint (#6449)
* Update linting configuration and fix related issues

* Fix type coercion for comment ID in check-first-comment.js to ensure proper comparison with summary comment IDs
2025-12-19 19:57:30 +00:00
Matiss Janis Aboltins
80bb888bae Change minimum transaction date from 2000 to 1995 (#6440)
This change updates the minimum allowed date for transactions from
2000-01-01 to 1995-01-01, allowing users to enter older transaction
dates without crashes. This addresses the date validation bug that
was causing issues with old dates.

- Updated date validation in schema-helpers.ts
- Updated corresponding tests in schema-helpers.test.ts
2025-12-19 18:06:04 +00:00
Matiss Janis Aboltins
d437d6e4f3 ci: improve vrt-update UX (#6439)
- Use sticky-pull-request-comment action for better comment management
- Add 👀 reaction to /update-vrt comments for immediate feedback
- Add note about 50-minute duration in VRT comment
2025-12-19 18:04:55 +00:00
Matt Fiddaman
0b80e5491e fix dynamic font size calculation in formula reports (#6445)
* fix dynamic font size calculation

* note

* typecheck
2025-12-19 10:09:03 +00:00
Matiss Janis Aboltins
05735eb55d Lint: simplify ESLint config and add oxlint configuration (#6443)
* Simplify ESLint config and add oxlint configuration

- Switch from typescript-eslint recommended to base config
- Remove redundant TypeScript-specific rules that are handled by base config
- Add oxlint configuration with appropriate rules
- Simplify globals configuration using globals package
- Add coverage directory to ESLint ignores
- Clean up various TypeScript rule configurations

* Add release notes for PR #6443

* [autofix.ci] apply automated fixes

* Refactor release note generator and update CLI argument parsing

- Adjusted the release note generator to fix string formatting.
- Refactored CLI argument parsing in migrate/cli.ts to use parseSync for improved clarity and consistency.

---------

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2025-12-18 23:53:46 +00:00
Matiss Janis Aboltins
a0850eab17 lint: remove deprecated eslint formatting rules (#6444)
* lint: remove deprecated eslint rules

* Rename -Infinity.md to 6444.md
2025-12-18 23:51:44 +00:00
lelemm
b54fdd6888 Excel formula feedbacks (#6432)
* More feedbacks

* cleanup

* [autofix.ci] apply automated fixes

* Add release notes for PR #6432

* [autofix.ci] apply automated fixes

---------

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2025-12-18 13:54:35 +00:00
Ani07-05
329d884b9b Fix schedule upcoming length years off-by-1 calculation (#6437)
* Fix schedule upcoming length years off-by-1 calculation

- Replace addYears with addMonths(value * 12) to preserve day precision
- Fixes issue where year-based upcoming schedules always calculated from Jan 1st
- Add test cases for mid-year dates to prevent regression

Fixes #6435

* Fix syntax error in schedules.test.ts and add release notes
2025-12-17 20:39:15 +00:00
Madeleine Ethridge
e8a4ebaaa3 Fix merging split transactions (#6240)
* fix(transactions): preserve split categories when merging with imported uncategorized tx; avoid orphaned subtransactions

When merging a split-categorized manual transaction with an uncategorized
imported one, keep the split lines (including categoryId) and avoid leaving
orphaned subtransactions by properly transferring parent_id references.

Fixes #5801.

* docs: add release note for PR #5856

* fix: resolve lint and typecheck errors

- Rename unused variables sub1, sub2 to _sub1, _sub2 to fix lint warnings
- Fix typecheck error by using double type assertion (unknown) in merge.ts

* refactor: optimize subtransaction queries and test db access

Address code review feedback:
- Merge two SQL queries into one using IN clause for better performance
- Use db.first in test to avoid conversion path and match db.all semantics

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>

* [autofix.ci] apply automated fixes

* refactor: apply code review feedback with stable branch logic

- Revert test to use db.getTransaction (not db.first) to preserve type conversion
- Refactor SQL query to use explicit branches (IN for 2 parents, = for 1, skip for 0)
- This approach is more stable across different SQL drivers

Addresses: #5856 (review feedback from @joel-jeremy)

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>

* chore(release-notes): set category to Enhancements and shorten text; fix(merge): use shared deleteTransaction with grouped fetch + batchUpdateTransactions

* resolving lint warnings and recommendation on the test query

* switching to use the getTransaction helper

* corrected is_parent assertion to be true

* updated the PR number

---------

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Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: fankex <2112325885@qq.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
2025-12-17 17:53:19 +00:00
TildenWinston
b5465dc506 exclude transfers from calendar summary card (#6367)
* Add conditions for transfer field in dashboard for Calendar card

Adding default filter for calendar dashboard card to remove transfers

* Add release notes for calendar summary card bugfix
2025-12-17 15:40:35 +00:00
Juulz
596a30fa00 Update tips-tricks.md and add context menus - fixes #6185 (#6417)
* Update tips-tricks.md

* Update tips-tricks.md

* Update tips-tricks.md

* Update tips-tricks.md

* Update tips-tricks.md

* Update tips-tricks.md

* Update tips-tricks.md

* Update tips-tricks.md

* Update tips-tricks.md

* Update tips-tricks.md

* Update tips-tricks.md

* Update tips-tricks.md

* Update tips-tricks.md

* Update tips-tricks.md

* Update tips-tricks.md

* Update tips-tricks.md

* Update tips-tricks.md

* Update tips-tricks.md

* Update tips-tricks.md

* Update tips-tricks.md

* Update tips-tricks.md

* Update tips-tricks.md

* Update expect.txt

Add REGEXREPLACE

* Update tips-tricks.md

* Update tips-tricks.md

* Update expect.txt

Add deselection

* Update tips-tricks.md

* Update tips-tricks.md

* Update tips-tricks.md

Typo

* Update tips-tricks.md

* Update tips-tricks.md

* Update tips-tricks.md
2025-12-17 15:20:18 +00:00
Jonathon Jongsma
91271de144 Rename "Nest egg" to "Life Savings" in crossover report graph (#6425)
I'm not sure how widely-understood the term "nest egg" is,
so use a more general term like "life savings". Also, for
projected future amounts, the tooltip already contains the word
"(projected)" to indicate that this is a future value, so we don't
need the word 'target' here, which I find a bit confusing. See
https://github.com/actualbudget/actual/pull/6384#issuecomment-3649921717
for more discussion.

Signed-off-by: Jonathon Jongsma <jonathon@quotidian.org>
2025-12-17 15:13:19 +00:00
Michael Clark
3fafb898d0 🧪 Fix flaky VRT test and prevent downloading translations where not needed (#6429)
* this is a test

* [autofix.ci] apply automated fixes

* dot reporter for line by line

* [autofix.ci] apply automated fixes

* ok...

* list reporter

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6429

* fix couple of issues

* Revert "Update VRT screenshots"

This reverts commit 0124b13475.

* putting text change back

* release notes

* skipping translations on the desktop app

---------

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2025-12-16 23:03:09 +00:00
Matiss Janis Aboltins
3b41455ae3 refactor: replace eslint-plugin-import with eslint-plugin-perfectionist for import sorting (#6428) 2025-12-16 21:25:20 +00:00
Tunde Jaiyesmi
c73b1afb74 fix(running-balance): resolve mobile toggle issue #6368 (#6379)
* fix(running-balance): #6368

* release note

* [autofix.ci] apply automated fixes

---------

Co-authored-by: dt_emmy <emmydave414@gmail.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
2025-12-16 15:31:21 +00:00
Matiss Janis Aboltins
51ba596301 ci: fix vrt-generate and apply workflows (#6421) 2025-12-16 15:31:05 +00:00
scojo
081a3b0ca9 Refactor how crossover report dates are handled (#6383)
* Refactor how report dates are handled to more closely match pattern oin CashFlow report. Fixes issues with black screen when selecting certain Live date modes

* Add null handling for allMonths and make date clamping more consistent.

* Remove arbitray limit for at least two montsh to calculate expenses.  This allows the chart to work (someone) with one previous month of expenses.
2025-12-16 15:30:30 +00:00
Juulz
10b1fd7dcd Bugfix: Update merging.md (shortcut from M to G) (#6423)
* Update merging.md

Change shortcut key from M to G

* Create merging

* Create readme.md

* Add files via upload

* Delete packages/docs/static/img/merge-transactions/readme.md

* Delete packages/docs/static/img/merging

* Delete packages/docs/static/img/merging_transactions.png

* Update merging.md

Add new screenshot

* Update merging.md

* Update merging.md
2025-12-16 15:14:55 +00:00
Matiss Janis Aboltins
9d0d21fdef Fix VRT comment posting for fork PRs (#6420)
* Fix VRT comment posting for fork PRs

Use workflow_run trigger to post VRT failure comments with elevated permissions, enabling comments on PRs from fork repositories where GITHUB_TOKEN is read-only.

* Update permissions in e2e-vrt-comment workflow to allow read access for actions

* Enhance VRT comment posting in workflow by using environment variables for PR number and artifact URL
2025-12-15 22:22:43 +00:00
Matiss Janis Aboltins
3d19873e4f fix: add missing error handling to transaction creation page (#6336)
* feat: Show add account prompt when no accounts exist

Co-authored-by: matiss <matiss@mja.lv>

* Fix: Show category creation prompt when no categories exist

Co-authored-by: matiss <matiss@mja.lv>

* Refactor: Navigate to budget instead of opening modal

Co-authored-by: matiss <matiss@mja.lv>

* Add release notes for PR #6336

* [autofix.ci] apply automated fixes

---------

Co-authored-by: Cursor Agent <cursoragent@cursor.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-12-15 21:08:03 +00:00
Lee Kyeong Joon
71fe875462 fix(reports-table): ensure group row background spans full width (#6418)
* fix(reports-table): ensure custom report group row background spans full table width

* docs(release-notes): add entry for custom report group row coloring (#6418)
2025-12-15 19:02:03 +00:00
Parker Chen
cfa1156fe0 fix: Update methods to match TypeScript type (#6331) 2025-12-15 17:52:10 +00:00
lelemm
7fa1ff230e Enhance: Formula feedbacks (#6413)
* more feedbacks

* [autofix.ci] apply automated fixes

* [autofix.ci] apply automated fixes (attempt 2/3)

* fixed some tests and dashboard import

* md + theme fixes

* [autofix.ci] apply automated fixes

* Trigger actions

* sticky

* [autofix.ci] apply automated fixes

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-12-15 17:21:35 +00:00
Michael Clark
d0dc1efda3 📜 Cache image folder (#6409)
* cache image folder as well

* remove immutable
2025-12-14 20:18:39 +00:00
Michael Clark
72be36d399 allow browser to cache on docs (#6405) 2025-12-14 16:53:27 +00:00
Matiss Janis Aboltins
fca4522a65 lint: enable linter in docs and fix issues (#6400)
- Removed temporary ignores for the docs package.
- Updated linting rules for the docs package to improve code quality.
- Refactored variable declarations from `let` to `const` for better consistency.
- Added a new configuration file for oxlint in the docs directory.
- Made minor formatting adjustments across various components.
2025-12-13 23:52:42 +00:00
Matiss Janis Aboltins
1989424099 lint: format docs package (#6399)
* lint: move some more rules to oxlint/oxfmt and upgrade linter versions

* lint: format docs package
2025-12-13 23:18:13 +00:00
Matiss Janis Aboltins
094da46fb0 lint: move some more rules to oxlint/oxfmt and upgrade linter versions (#6398) 2025-12-13 22:41:21 +00:00
scojo
7648446bbf Add projected net worth to crossover point report (#6384) 2025-12-13 19:26:15 +00:00
Aaron
2d4b834fe8 typescript: update validate-user.js to validate-user.ts (#6142)
* typescript: update validate-user.js to validate-user.ts

* fix capitalization in release notes.
2025-12-13 18:54:01 +00:00
plsdev89
8fe06c68f3 fix: hide merge-and-edit-rule when not creating rule (#6393)
* fix: hide merge-and-edit-rule when not creating rule

When 'Automatically rename these payees in the future' is unchecked, no rule is created, so 'Merge and edit rule' should not be offered.

Fixes #6377

* docs: add release note for #6393
2025-12-13 18:29:12 +00:00
Matiss Janis Aboltins
af7bf534ba test: use local dev server for e2e tests (#6388)
* fix: use start:browser for playwright webServer to load correct browser-preload

The playwright webServer was running 'yarn start' which doesn't set
IS_GENERIC_BROWSER, causing Vite to not resolve .browser.js files.
This resulted in browser-preload.js (empty electron stub) being loaded
instead of browser-preload.browser.js, making window.Actual undefined.

Changed to 'yarn start:browser' which properly sets IS_GENERIC_BROWSER=1
via the watch-browser script.

* chore: update Playwright configuration and add blob-report to .gitignore

- Modified Playwright config to use 'yarn start' with the correct working directory for local builds.
- Added 'blob-report' to .gitignore to exclude it from version control.
- Created release notes for running e2e tests against a local build instead of Netlify.

* chore: update transaction test snapshots for split and transfer transactions

- Updated binary snapshots for split and transfer test transactions in the e2e tests.
- Ensured that the latest visual changes are reflected in the test suite for accurate regression testing.

* chore: update transaction test snapshots for split and transfer transactions

- Updated binary snapshots for split and transfer test transactions in the e2e tests to reflect recent changes.
- Ensured visual consistency for accurate regression testing.

* refactor: change test lifecycle hooks from beforeAll/afterAll to beforeEach/afterEach

- Updated test files to use beforeEach and afterEach hooks for better isolation of tests.
- This change ensures that each test starts with a fresh state, improving reliability and reducing side effects across tests.

* chore: update e2e test workflow to disable translation downloads

- Modified the e2e test workflow to include a new input parameter `download-translations` set to 'false' for the setup action.
- This change aims to streamline the testing process by preventing unnecessary translation downloads during the test runs.

* chore: update e2e test snapshots for settings page visuals

- Updated binary snapshots for the settings page in e2e tests to reflect recent visual changes.
- Ensured that the latest visual updates are accurately represented for regression testing.

* fix: safely close page in e2e tests

- Updated all e2e test files to use optional chaining when closing the page, ensuring that the close method is only called if the page is defined.
- This change improves the robustness of the tests by preventing potential errors when the page object is not available.
2025-12-13 18:27:40 +00:00
Michael Clark
6fafc6371b 📜 Redirect www traffic to .org as well (#6395)
* redirect www traffic to .org as well

* conflict
2025-12-13 16:53:48 +00:00
Michael Clark
7214e263d7 add cname in static so it doesnt remove it when deploying (#6394) 2025-12-13 15:28:22 +00:00
Michael Clark
87cfcd35f7 📜 Docusaurus config for gh-pages (#6386)
* docusaurus config for gh-pages

* [autofix.ci] apply automated fixes

* workflow

* deploy:docs

* using github actions bot as name

* release notes

* adding jekyll to excludes

* nojeklyll

* setup first then deploy

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-12-13 15:05:45 +00:00
Michael Clark
fb5a86dec1 📜 Redirect the .com domain to .org (#6391)
* redirect the .com domain to .org

* ok wabbit
2025-12-13 14:57:55 +00:00
Matiss Janis Aboltins
4ae85096cd feat: trigger VRT updates via /update-vrt comment (#6380)
* feat: trigger VRT updates via /update-vrt comment

- Change vrt-update-generate.yml to trigger on issue_comment with /update-vrt
- Update VRT failure comment to inform users about the /update-vrt command
- Add step to fetch PR details since issue_comment events don't provide them

* fix: update VRT trigger condition to use startsWith for command detection

- Modify the condition in vrt-update-generate.yml to use startsWith instead of contains for the /update-vrt command in PR comments, ensuring more accurate command detection.
2025-12-13 10:28:28 +00:00
Juulz
2e42903ba7 Update custom tag CSS so all themes use the dark color scheme (#6245)
* Update useTagCSS.ts light = dark

* Update useTagCSS.ts so all themes use the same color scheme

* [autofix.ci] apply automated fixes

* Improve tag readability in light theme.

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-12-13 00:18:06 +00:00
凯旋 - kǎixuán
a66ec78a50 Make category group rows clickable in mobile budget view (#6272)
* fix(mobile): Ensure background color fills entire viewport

- Added minHeight: '100vh' to ensure background covers full viewport
- Kept paddingBottom for mobile navigation
- Maintained existing theme color usage

* feat(mobile): Make entire income group row clickable to toggle collapse

- Added onClick handler to the main View container
- Added cursor: pointer for better UX
- Kept existing arrow button functionality
- Ensured consistent behavior with expense groups

* feat(mobile): Make entire expense group row clickable to toggle collapse

- Added onClick handler to the main View container
- Added cursor: pointer for better UX
- Maintained existing arrow button functionality
- Improved touch target size for better mobile usability

* chore(release): add release note

* [autofix.ci] apply automated fixes

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-12-13 00:17:51 +00:00
Stephen Brown II
c6fcdb06e4 Right-align report table numeric columns (#6355)
* Right-align report table numeric columns

* Set textAlign=right on unexposedContent

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6355

---------

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2025-12-13 00:17:35 +00:00
Matiss Janis Aboltins
8734f7db22 Fix API init() silently ignoring authentication failures (#6337)
When using the @actual-app/api package, if authentication failed during
init() (e.g., wrong password, network issue), the error was silently
ignored. This led to confusing 'Could not get remote files' errors later
when calling downloadBudget().

This fix ensures init() properly throws an error when authentication
fails, providing clear feedback like 'Authentication failed: invalid-password'.

Fixes #6320
2025-12-12 23:16:47 +00:00
Matiss Janis Aboltins
32bc254040 Lint: port react and import rules from eslint to oxc (#6312)
* Enforce JSX file extensions for React components

- Update eslint config to enforce .jsx/.tsx extensions for files containing JSX
- Convert docs package JS files to JSX where they contain React code
- Fix unstable nested components in CrossoverGraph and NetWorthGraph
- Update oxlint configuration
- Update e2e fixtures

* Fix: Rename react-hooks/exhaustive-deps to react/exhaustive-deps

Co-authored-by: matiss <matiss@mja.lv>

* Enhance ESLint configuration and update import rules

* Refactor ESLint configuration to enhance import order rules and add eslint-plugin-import

* Fix ESLint directive comments in API files to use correct syntax

* Fix

* Fix ESLint directive comments and update import/extensions rule in configuration

* Refactor ESLint configuration to enforce JSX extension rules and improve code clarity

* Update ESLint configuration: disable 'import/no-unresolved' rule and remove obsolete .oxlintrc.json file

---------

Co-authored-by: Cursor Agent <cursoragent@cursor.com>
2025-12-12 22:40:38 +00:00
Matiss Janis Aboltins
ecb8a1a548 Shard e2e ci jobs (#6359)
* Refactor e2e-test workflow to improve Playwright test sharding and report handling

- Restore full shard count (5 shards) for Playwright tests to enhance test coverage and performance
- Re-enable functional desktop app tests with proper xvfb setup
- Simplify Playwright test command structure for better readability
- Refactor VRT blob report merging process with improved artifact handling
- Update Playwright reporter configuration to use blob reporter in CI
- Streamline artifact paths and download/merge operations for better organization

* Remove VRT environment variable from e2e-test workflow to streamline test execution

* Update e2e-test workflow to always upload VRT blob report artifacts, ensuring consistent artifact handling regardless of job cancellation.
2025-12-12 21:39:20 +00:00
Joshua Granick
77f9403afb Apply ESLint ignore rules to Oxfmt to prevent false positives when running 'npm lint' (#6348)
* Apply ESLint excluded paths to Oxfmt

* Add release notes

* Revert "Apply ESLint excluded paths to Oxfmt"

This reverts commit 2fec839182.

* Filter additional dist directories in top-level .gitignore to exclude from oxfmt linting
2025-12-12 20:32:05 +00:00
Michael Clark
cb4d616761 Add Flathub badge to release (#6376)
* add link to flathub to release

* style a bit better

* release notes
2025-12-11 22:04:21 +00:00
Matiss Janis Aboltins
b99d3ab802 Use PAT to trigger CI workflows in VRT update workflow (#6363) 2025-12-11 21:02:10 +00:00