Commit Graph

3159 Commits

Author SHA1 Message Date
sys044
108ccc8aba Formula Card: Add budget analysis functions (#7078)
* feat(formula): Add QUERY_BUDGET function for budget-aware formula reporting

* docs(release): Add QUERY_BUDGET feature release notes

* refactor: decompose into multiple functions and support goal dimension

* [autofix.ci] apply automated fixes

* refactor: simplified code

* [autofix.ci] apply automated fixes

* updated release notes

---------

Co-authored-by: Your Name <tomgriffin@localhost>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-03-17 16:37:10 +00:00
scojo
ee8f8bfbba Add Formula Rule function to set-split-amount (#6414)
* Add Formula Rule function to set-split-amount fixed-amount and fixed-percent actions.

* Hide formula UI for remainder splits and simplify icon logic

* Guard against undefined options in set-split-amount else‑branch

* Show split amount formula in rules list

* Update tests based on changes introduced in 7fa1ff230e

* Change set-split-amount formula feature to work as a separate allocation method.

* [autofix.ci] apply automated fixes

* Update types for parent_amount

* Use a semantic non-interactive element instead of Button

* import organization

* [autofix.ci] apply automated fixes

* Fix tests

* Correctly hide when feature is disabled. Update release notes.

* Add tooltip documenting parent_amount formula variable
Change parent_amount to return in cents so it is consistent with amount
variable
Ensure balance variable is available in set-split-amount formula
Clean up parent_amount deletion to be consistent with balance

* Delete balance and parent_amount from subtransactions

* [autofix.ci] apply automated fixes

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
2026-03-17 16:28:14 +00:00
Matiss Janis Aboltins
c4ee71409e [AI] Add Yarn constraints to enforce consistent dependency versions (#7229)
* [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>
2026-03-17 16:00:34 +00:00
Matt Fiddaman
dfd6e468a6 ⬆️ react-spring 10.0.3 (#7224)
* react-spring (10.0.0 -> ^10.0.3)

* note

* fix VRT

* fix more animations

* fix budget month colouring
2026-03-17 16:00:27 +00:00
Julian Dominguez-Schatz
e1606b31ab Migrate get-next-package-version.js to TypeScript (#7227)
* Migrate `get-next-package-version.js` to TypeScript

* Add release notes

* Stronger type check

* Fix step ordering

* Fix typo

* Fix missed ordering
2026-03-17 13:56:47 +00:00
Michael Clark
4f7c3c51a5 🐛 Using a shared worker to coordinate multiple tabs (#7172)
* attempt to enable sync when multiple tabs are open

* allow multiple tabs to work

* release notes

* rehome the host if the tab closes

* ensure new tabs always receive failure  messages by broadcasting them on interval

* reject after retries are exhausted

* forwarding the logs from the worker to the main browser

* [autofix.ci] apply automated fixes

* add preflight fetch from main thread to server endpoint to trigger permission prompt if required

* remove the log prefix for cleaner logs

* adding heardbeat to detect closed tabs so they can be removed from the list

* store failure payload and broadcast for new tabs after timeout is cleared

* if a tab closes a budget, force other tabs to go to the budget list screen

* fix safari by detecting crossoriginisolated as a dependency for shared worker

* all ios to fallback to non-shared-worker implemenation

* coordinator and all backend work going through a leader tab to enable ios

* electing new leader tab when oone tab closes or is refreshed

* logic for standalone tabs to rejoin shared workers when on same budget

* remove the preflight request, shouldnt be needed now the code runs on the main process

* handling brand new tabs going to open budgets that are current standalone with no leader

* allowing budgets to be closed  without kickother others by transfering leadership to remaining oopened tabs

* remove unnedd comments

* change approach slightly - no more standalone, now every budget gets leader promotion automatically)

* adding tests and fixed minor bug to do with deleting budget with multiple tabs open

* fix worker not loading

* trouble with ts - moving to js

* reintroduce ts for the worker

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-03-17 09:30:34 +00:00
Matt Fiddaman
0e1fc07bf3 ⬆️ @types/react (#7223)
* bump @types/react

* note
2026-03-17 08:17:48 +00:00
Matiss Janis Aboltins
53cdc6fa48 [AI] Further hardening of "/change-password" endpoint (#7207)
* [AI] Fix OIDC privilege escalation in /change-password endpoint

Add admin role check and password auth_method session check to prevent
non-admin or OIDC-authenticated users from changing the server password.
Previously, any authenticated user could overwrite the password hash and
then login via password method to obtain an ADMIN session.

https://claude.ai/code/session_01Wne9FY2QnKp6JF7g61B1Sn

* Add release notes for PR #7207

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-17 08:16:46 +00:00
okxint
1d0281025d fix: preserve schedule link when merging transactions (#7177)
* [AI] fix: preserve schedule link when merging transactions

When merging two transactions where one is linked to a schedule,
the schedule field was not included in the merge update, causing
the schedule association to be silently dropped. This resulted in
duplicate transactions and incorrect "Due" status for scheduled
transactions.

Add `schedule: keep.schedule || drop.schedule` to both the normal
merge path and the subtransaction merge path, matching the existing
fallback pattern used for payee, category, notes, etc.

Add three test cases covering:
- Schedule preserved from dropped transaction when kept has none
- Kept transaction's schedule takes priority when both have one
- Schedule preserved when merging manual scheduled with banksynced

Fixes #6997

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* Add release notes for PR #7177

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-17 05:14:16 +00:00
Matiss Janis Aboltins
f73c5e9210 [AI] Fix adm-zip dependency resolution in loot-core (#7219) 2026-03-16 21:11:51 +00:00
Julian Dominguez-Schatz
a4eb17eff2 Upgrade to Vite 8 (#7184)
* Upgrade to Vite 8

* Add release notes

* PR feedback

* [autofix.ci] apply automated fixes

* PR feedback

* fix: inject process.env

* Restore deleted release note

* Clean up and typecheck

* Fix dev server

* Fix type error

* Fix tests

* PR feedback

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-03-15 23:16:39 +00:00
Matiss Janis Aboltins
8a3db77cff [AI] api: simplify bundling by removing loot-core type inlining (#7209) 2026-03-15 20:07:36 +00:00
Matiss Janis Aboltins
f5a62627f0 [AI] Remove @actual-app/crdt Vite aliases and redundant config (#7195)
* [AI] Remove @actual-app/crdt Vite aliases and redundant config

* Release notes

* Enhance CRDT package configuration and clean up Vite settings

* Added `publishConfig` to `crdt/package.json` to specify exports for types and default files.
* Removed unused `crdtDir` references from `vite.config.ts` and `vite.desktop.config.ts` to streamline configuration.
2026-03-15 17:41:27 +00:00
Matiss Janis Aboltins
6c150cf28a [AI] Publish loot-core (@actual-app/core) nightly first in workflow (#7200)
* [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>
2026-03-15 17:35:01 +00:00
Asger Mogensen
e069312ac3 Feature: Add a confirmation modal when users merge payees in /payees (#7188)
* Add a confirmation model when merging payees in /payee

* Added a confirmation modal when users merge payees in /payees

* Address coderabbit comments

* [autofix.ci] apply automated fixes

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-03-15 15:59:57 +00:00
Pranay S
f266b761c2 [AI] Fix Spending Analysis budget table for tracking budgeting (#7191)
* [AI] Fix Spending Analysis budget table for tracking budgeting

Made-with: Cursor

* [autofix.ci] apply automated fixes

* [AI] Add release note for Spending Analysis tracking budgeting fix

Made-with: Cursor

* [autofix.ci] apply automated fixes

* [AI] Address CodeRabbit nitpicks: use typed narrowing instead of assertion for budgetType

Made-with: Cursor

---------

Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-03-15 15:58:22 +00:00
Matiss Janis Aboltins
328b36f124 [AI] Fix navigator is not defined error in @actual-app/api for Node.js environments (#7202)
* [AI] Fix navigator is not defined error in @actual-app/api for Node.js environments

Add platform.api.ts to provide Node.js-safe defaults for platform detection,
which the API's Vite config resolves before the browser-only platform.ts.
Also guard navigator access in environment.ts isElectron() function.

Fixes #7201

https://claude.ai/code/session_015Xz2nHC12pNkADGjGZnSXd

* Add release notes for PR #7202

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-15 08:13:55 +00:00
Derek Gaffney
8934df0cb5 fix(docs/accounts): remove duplicated content (#7199)
* fix(docs): remove duplicated content

* release note file
2026-03-14 21:39:33 +00:00
Matiss Janis Aboltins
9c61cfc145 [AI] Switch typecheck from tsc to tsgo and fix Menu type narrowing (#7183)
* [AI] Switch typecheck from tsc to tsgo and fix Menu type narrowing

* [autofix.ci] apply automated fixes

* Add .gitignore for dist directory, update typecheck script in package.json to use -b flag, and remove noEmit option from tsconfig.json files in ci-actions and desktop-electron packages. Introduce typesVersions in loot-core package.json for improved type handling.

* Refactor SelectedTransactionsButton to improve type safety and readability. Updated items prop to use spread operator for conditional rendering of menu items, ensuring proper type annotations with MenuItem. This change enhances the clarity of the component's structure and maintains TypeScript compliance.

* Update tsconfig.json in desktop-electron package to maintain consistent formatting for plugins section. No functional changes made.

* [autofix.ci] apply automated fixes

* Update package.json and yarn.lock to add TypeScript 5.8.0 dependency. Adjust typesVersions in loot-core package.json for improved type handling. Enhance tsconfig.json in sync-server package to enable strictFunctionTypes for better type safety.

* Enhance tsconfig.json in ci-actions package by adding composite option for improved project references and build performance.

* [AI] Revert typescript to 5.9.3 for ts-node compatibility

Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>

* [AI] Update yarn.lock after TypeScript version change

Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>

* Refactor Menu component for improved type safety and readability. Updated type assertions for Menu.line and Menu.label, simplified type checks in filtering and selection logic, and enhanced conditional rendering of menu items. This change ensures better TypeScript compliance and maintains clarity in the component's structure.

* Refactor Select and OpenIdForm components to improve type safety and simplify logic. Updated item mapping to handle Menu.line more effectively, enhancing clarity in selection processes. Adjusted SelectedTransactionsButton to streamline item creation and improve readability.

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: Cursor Agent <cursoragent@cursor.com>
Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
2026-03-14 21:03:10 +00:00
Matiss Janis Aboltins
d86c9cf735 Add theme mode filtering to custom theme catalog (#7194)
* [AI] Add mode field to custom theme catalog for dark/light filtering

Each catalog theme now has a `mode: 'dark' | 'light'` field. When
installing a custom theme in auto mode, the ThemeInstaller filters the
catalog to only show themes matching the selected mode (light or dark).

https://claude.ai/code/session_01PtSEMRv3SpAEtdGzvYxzpa

* Add release notes for PR #7194

* Change category from Features to Enhancements

* [AI] Rename filter parameter to avoid shadowing useTranslation t()

Rename `t` to `catalogTheme` in the catalogItems filter to avoid
shadowing the `t` translation function from useTranslation().

https://claude.ai/code/session_01PtSEMRv3SpAEtdGzvYxzpa

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-14 14:57:47 +00:00
Stephen Brown II
f95cfbf82c Add drag&drop reordering for transactions within the same day (#6653)
* feat(desktop-client): add transaction drag-and-drop reordering

Add the ability to manually reorder transactions within a date group using
drag-and-drop in the TransactionsTable. This is useful for correcting the
order of transactions that occurred on the same day.

Prevent transaction reordering from falling back to the end of the day list
when dropping before a split parent. Parent-level moves now target parent
rows only, so regular transactions can be inserted between split parents on
the same date.

Key changes:

Frontend:
- Migrate drag-and-drop from react-dnd to react-aria hooks
- Add transaction row drag handles and drop indicators
- Implement onReorder handler in TransactionList
- Restrict reordering to same-date transactions only
- Disable drag-drop on aggregate views (categories, etc.)

Backend:
- Add transaction-move handler with validation
- Implement moveTransaction in db layer with midpoint/shove algorithm
- Add TRANSACTION_SORT_INCREMENT constant for consistent spacing
- Handle split transaction subtransactions automatically
- Inherit parent sort_order in child transactions during import

Refactoring:
- Remove useDragRef hook (replaced by react-aria)
- Remove DndProvider wrapper from App.tsx
- Update budget and sidebar components for new drag-drop API
- Fix sort.tsx @ts-strict-ignore by adding proper types

configure allowReorder for TransactionTable consumers

- Account.tsx: Enable reordering for single-account views, add sort_order
  as tiebreaker for stable ordering when sorted by other columns
- Calendar.tsx: Disable reordering in calendar report view (read-only context)

* void promises
2026-03-14 13:35:45 +00:00
Matiss Janis Aboltins
d6dcc30e44 [AI] Promote typescript/no-for-in-array lint rule from warn to error (#7193)
* [AI] Promote typescript/no-for-in-array lint rule from warn to error

Convert the oxlint rule from "warn" to "error" as noted by the existing
TODO comment, and fix the three violations by replacing for-in loops
with for-of using .entries().

https://claude.ai/code/session_01N6F8DMzUVDxNJC56jMGknf

* Add release notes for PR #7193

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-13 21:06:06 +00:00
Matiss Janis Aboltins
541df52441 Enable restrict-template-expressions linting rule (#7181)
* [AI] Promote typescript/restrict-template-expressions to error and fix violations

Convert the oxlint rule from "warn" to "error" and fix all 42 violations
by wrapping non-string template expressions with String(). This ensures
type safety in template literals across the codebase.

https://claude.ai/code/session_01Uk8SwFbD6HuUuo3SSMwU9z

* Add release notes for PR #7181

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-13 18:36:58 +00:00
Julian Dominguez-Schatz
85e3166495 [AI] Remove deep-equal package (#7187)
* Remove `deep-equal` package

* Add release notes

* Add a few more tests

* Add release notes
2026-03-13 16:36:52 +00:00
Mats Nilsson
5d4bbc9ebb fix: mobile autocomplete modals (#6741)
When filtering for accounts in e.g. the net worth graph the modal closes
the filter the tooltip so it's impossible to add e.g. accounts to the
filter.
2026-03-13 15:03:38 +00:00
Stephen Brown II
c53c5c2f36 [AI] Normalize apostrophe-dot thousandsSeparator for consistency (#7179)
* Normalize apostrophe-dot thousandsSeparator for consistency

* Also normalize keyboard apostrophes on the input path
2026-03-13 01:47:53 +00:00
Matiss Janis Aboltins
e968213977 Use TypeScript project references for incremental builds (#7180)
* [AI] Fix duplicate typechecking by consolidating into lage

Previously `yarn typecheck` ran:
1. `tsc -b` (type-checks all packages via project references)
2. `tsc -p tsconfig.root.json --noEmit` (checks root bin/*.ts)
3. `lage typecheck` (runs `tsc --noEmit` per package - duplicate!)

Now it runs:
1. `tsc -p tsconfig.root.json --noEmit` (checks root bin/*.ts)
2. `lage typecheck` (handles everything via dependency ordering)

Changes:
- Remove `tsc -b` from root typecheck script
- Add `dependsOn: ["^typecheck"]` to lage config for correct ordering
- Change per-package typecheck from `tsc --noEmit` to `tsc -b` so
  declarations are emitted for dependent packages

https://claude.ai/code/session_01P7mtAHphD6f1FsnQRwWBaW

* Add release notes for PR #7180

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-12 21:54:29 +00:00
Matiss Janis Aboltins
282a99db2f lint: promote no-floating-promises and require-array-sort-compare to error and fix violations (#7168)
* lint: promote no-floating-promises and require-array-sort-compare to error and fix violations

- Set typescript/no-floating-promises and typescript/require-array-sort-compare to error in .oxlintrc.json
- Add explicit compare functions to all .sort() calls: migrations (localeCompare), crdt/merkle (localeCompare), FiltersMenu (tuple key), useScheduleEdit (two-arg comparator), exec.test (localeCompare), goal-template and category-template-context (numeric), main.test and transactions.test (localeCompare / amount+id)
- Fix invalid single-arg sort in useScheduleEdit to proper two-arg comparator

Made-with: Cursor

* refactor: update sorting functions to use two-argument comparator

* Update index.ts

---------

Co-authored-by: Cursor Agent <cursoragent@cursor.com>
Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
2026-03-12 17:50:37 +00:00
Matiss Janis Aboltins
3a22f1a153 refactor(api): fix cyclic dependencies (#6809)
* refactor(api): defineConfig vitest, api-helpers, drop vite.api build

- Wrap api vitest.config with defineConfig for typing/IDE
- Add loot-core api-helpers, use in YNAB4/YNAB5 importers
- Remove vite.api.config, build-api, injected.js; simplify api package

* refactor(api): update package structure and build scripts

- Change main entry point and types definition paths in package.json to reflect new structure.
- Simplify build script by removing migration and default database copy commands.
- Adjust tsconfig.dist.json to maintain declaration directory.
- Add typings for external modules in a new typings.ts file.
- Update comments in schedules.ts to improve clarity and maintainability.

* chore(api): update dependencies and build configuration

- Replace tsc-alias with rollup-plugin-visualizer in package.json.
- Update build script to use vite for building the API package.
- Add vite configuration file for improved build process and visualization.
- Adjust tsconfig.dist.json to exclude additional configuration files from the build.

* fix(api): update visualizer output path in vite configuration

- Change the output filename for the visualizer plugin from 'dist/stats.json' to 'app/stats.json' to align with the new directory structure.

* refactor(api): streamline Vite configuration and remove vitest.config.ts

- Remove vitest.config.ts as its configuration is now integrated into vite.config.ts.
- Update vite.config.ts to include sourcemap generation and adjust CRDT path resolution.
- Modify vitest.setup.ts to correct the import path for the CRDT proto file.

* feat(api): enhance build scripts and add file system utilities

- Update build scripts in package.json to include separate commands for building node, migrations, and default database.
- Introduce a new file system utility module in loot-core to handle file operations such as reading, writing, and directory management.
- Implement error handling and logging for file operations to improve robustness.

* Refactor typecheck script in api package and enhance api-helpers with new schedule and rule update functions. The typecheck command was simplified by removing the strict check, and new API methods for creating schedules and updating rules were added to improve functionality.

* Refactor API integration in loot-core by removing api-helpers and directly invoking handlers. Update typecheck script in api package to include strict checks, and refine TypeScript configurations across multiple packages for improved type safety and build processes.

* Refactor imports and enhance code readability across multiple files in loot-core. Simplified import statements in the API and adjusted formatting in YNAB importers for consistency. Updated type annotations to improve type safety and maintainability.

* Refactor handler invocation in YNAB importers to use the new send function from main-app. This change improves code consistency and readability by standardizing the method of invoking handlers across different modules.

* Refactor schedule configuration in loot-core to enhance type safety by introducing a new ScheduleRuleOptions type. This change improves the clarity of the recurring schedule configuration and ensures better type checking for frequency and interval properties.

* Update TypeScript configuration in api package to include path mapping for loot-core. This change enhances module resolution and improves type safety by allowing direct imports from the loot-core source directory.

* Update TypeScript configuration in api package to reposition the typescript-strict-plugin entry. This change improves the organization of the tsconfig.json file while maintaining the existing path mapping for loot-core, ensuring consistent type checking across the project.

* Update TypeScript configurations across multiple packages to enable noEmit option. This change enhances build processes by preventing unnecessary output files during compilation. Additionally, remove the obsolete tsconfig.api.json file from loot-core to streamline project structure.

* Update TypeScript configuration in sync-server package to enable noEmit option. This change allows for the generation of output files during compilation, facilitating the build process.

* Update api package configuration to streamline build process and enhance type safety. Removed unnecessary build scripts, integrated vite-plugin-dts for type declaration generation, and added migration and default database copying functionality. Adjusted vitest setup to comment out CRDT proto file import for improved test isolation.

* Update TypeScript configurations in desktop-client and desktop-electron packages to enable noEmit option, allowing for output file generation during compilation. Additionally, add ts-strict-ignore comments in YNAB importers to suppress strict type checking, improving compatibility with embedded API usage.

* Refactor api package configuration to update type declaration paths and enhance build process. Changed type definitions reference in package.json, streamlined tsconfig.json exclusions, and added functionality to copy inlined types during the build. Removed obsolete vitest setup file for improved test isolation.

* Revert to solution without types

* Update TypeScript configuration in API package to use ES2022 module and bundler resolution. This change enhances compatibility with modern JavaScript features and improves the build process.

* Update yarn.lock and API package to enhance TypeScript build process and add new dependencies

* Refactor inline-loot-core-types script to streamline TypeScript declaration handling and improve output organization. Remove legacy code and directly copy loot-core declaration tree, updating index.d.ts to reference local imports.

* Add internal export to API and enhance Vite configuration for migration handling

* Update Vite configuration in API package to target Node 18, enhancing compatibility with the latest Node features.

* Enhance inline-loot-core-types script to improve TypeScript declaration handling by separating source and typings directories. Update the copy process to include emitted typings, ensuring no declarations are dropped and maintaining better organization of loot-core types.

* Enhance migration handling by allowing both .sql and .js files to be copied during the migration process. Refactor file system operations in loot-core to improve error handling and streamline file management, including new methods for reading, writing, and removing files and directories.

* Refactor rootPath determination in Electron file system module by removing legacy case for 'bundle.api.js'. This simplifies the path management for the Electron app.

* Update API tests to mock file system paths for migration handling and change Vite configuration to target Node 20 for improved compatibility.

* Add promise-retry dependency to loot-core package and update yarn.lock

* Fix lint

* Refactor build script order in package.json for improved execution flow

* Feedback: API changes for "internal"
2026-03-12 17:43:39 +00:00
Tifan Dwi Avianto
d30162672c [AI] Correct API docs to match actual implementation (#7096)
* [AI] docs(api): fix API reference discrepancies in reference.md

Amp-Thread-ID: https://ampcode.com/threads/T-019ca316-33e2-75db-a333-baf62bb55f6c

* [autofix.ci] apply automated fixes

* docs: update API reference for init and updateRule methods

* docs(7096.md): add release notes for API reference documentation fix

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-03-11 19:04:19 +00:00
Matiss Janis Aboltins
db03d77e81 Handle missing accounts in SimpleFin batch sync (#7152)
* [AI] Fix SimpleFin batch sync crash when accounts are missing from response

When SimpleFin doesn't return data for all requested accounts during
batch sync, the code crashed with a TypeError accessing properties on
undefined, resulting in a generic "internal error" message for users.

This fix:
- Adds a guard in simpleFinBatchSync for missing account data, returning
  an ACCOUNT_MISSING error instead of crashing
- Propagates error entries from the SimpleFin response's errors map for
  accounts that have no data entry
- Adds a user-friendly ACCOUNT_MISSING error message in the UI suggesting
  to unlink and relink the account
- Adds test cases covering both scenarios

https://claude.ai/code/session_01XbHgxxrXYR3UTyW6VmYj47

* Add release notes for PR #7152

* [AI] Fix SimpleFIN batch sync error_code TypeError

Fix "Cannot read properties of undefined (reading 'error_code')" that
occurs during SimpleFIN batch sync by:

1. Adding null check for downloadSimpleFinTransactions result in
   simpleFinBatchSync (sync.ts) - the function can return undefined
   when user token is missing

2. Adding .catch() handler on individual processBankSyncDownload
   promises so a single account failure doesn't crash the entire
   batch via Promise.all rejection

3. Using optional chaining on syncResponse.res?.error_code in app.ts
   and handling the case where res is undefined with proper error
   reporting

https://claude.ai/code/session_01XbHgxxrXYR3UTyW6VmYj47

* [AI] Fix SimpleFin batch sync to emit ACCOUNT_MISSING for empty payloads

In the batch sync path, if a per-account download payload is an empty
object or is missing the transactions array, processBankSyncDownload
would crash and the error would be caught as INTERNAL_ERROR. Now we
check for these cases explicitly and emit ACCOUNT_MISSING instead,
while still allowing entries with error_code to propagate their
specific error.

https://claude.ai/code/session_01XbHgxxrXYR3UTyW6VmYj47

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-11 18:07:42 +00:00
Matiss Janis Aboltins
8a8fb2da51 [AI] Custom Themes - ability to define separate light/dark theme (#7145)
* [AI] Consolidate custom theme prefs and improve auto-mode UX

- Merge `installedCustomTheme` into `installedCustomLightTheme` so only
  two prefs exist (light + dark). The legacy asyncStorage key
  `installed-custom-theme` is preserved for backwards compatibility.
- In auto (System default) mode, the main Theme dropdown no longer
  surfaces the installed custom-light theme as an option; custom themes
  for light/dark are managed exclusively via the sub-selectors.
- Selecting "System default" resets both light and dark custom themes.
- Installing a custom theme from the main dropdown while in auto mode
  switches the base theme to "Light" so it applies directly.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* Add release notes for PR #7145

* Change category from Features to Enhancement

Custom Themes: separate light and dark theme options when selecting 'system default' theme.

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #7145

* Enhance ThemeSettings and UI components by adding maxWidth styling for better responsiveness. This change ensures that buttons and columns adapt to the full width of their containers.

---------

Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-11 18:07:06 +00:00
Juulz
a65ab2b4ce Change Titlebar.tsx 'Sync' to Syncing icon only (#7005)
* Update Titlebar.tsx sync name to Server Sync

* Update Titlebar.tsx

* Create 7005.md

Change title Bar 'Sync' to 'Server Sync'.

* Update packages/desktop-client/src/components/Titlebar.tsx

Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com>

* Update packages/desktop-client/src/components/Titlebar.tsx

Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com>

* Update Titlebar.tsx

* Update Titlebar.tsx

* Update Titlebar.tsx

* [autofix.ci] apply automated fixes

* Update 7005.md

* Disable Server Sync button when offline in Titlebar component

* fix lint

* Add aria-disabled attribute to Server Sync button in Titlebar component

* Update titlebar sync icon and improve accessibility

Add disabled state and aria disabled label for offline mode.

---------

Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
2026-03-11 13:43:56 +00:00
Sylvercode
f29c031735 Add an option to swap payee/memo when importing transaction form file (#7101)
* Add swap payee-memo to ofx import

* Add mock files to test payee-memo swap

* Add swap payee-memo to qif import

* Add swap payee-memo to camt import

* Minor code cleanup for swap payee-memo on import

* Add release note

* lint fixing

* Fixe Payee and Memo capitalization

* change swapPayeeAndMemo to ofxSwapPayeeAndMemo

* correct  release note typo

* Add getSwapOption base on file type

* Support qfx

* Add CheckboxToggle to simplify ImportTransactionsModal options

* Fix split reac import

* Fix react import lint
2026-03-11 13:40:26 +00:00
Asherah Connor
c06f96f015 Add "only import transactions since" (#7139)
* Add "only import transactions since"

If specified, we filter out transactions before the given date.

* Address 🐰 comments

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #7139

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-11 10:52:21 +00:00
Alieksieiev0
0b21b572fe fix item selection requiring double tap on mobile (#7166)
* fix item selection requiring double tap on mobile

* Update upcoming-release-notes/7166.md

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

* extract getItemProps wrapper

---------

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
2026-03-11 10:34:31 +00:00
Matiss Janis Aboltins
bf1d220ced [AI] Lint: fix typescript/unbound-method problems (#7163)
* [AI] Refactor modal components and server modules

Made-with: Cursor

* Release notes
2026-03-10 18:06:50 +00:00
Vicente Cruz
94dd8f73c0 Add "Notion Dark Mode" custom theme (#7151)
* Update customThemeCatalog.json

Added custom theme inspired by Notion's Dark Mode

* [autofix.ci] apply automated fixes

* Create 7151.md release notes file

* Add Notion Dark Mode custom theme

Pushed a no-op change to get the tests to re-run

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-03-10 17:00:12 +00:00
Matiss Janis Aboltins
85e08b2e9e [AI] Fix privilege escalation in sync-server /change-password and getLoginMethod (#7155)
* [AI] Fix privilege escalation in sync-server /change-password and getLoginMethod

Made-with: Cursor

* Update upcoming-release-notes/7155.md

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

* Fix privilege escalation issue in change-password endpoint

---------

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
2026-03-09 20:33:20 +00:00
Dustin Brewer
60e2665fcc MVP for Payee Locations (#6157)
* Phase 1: Add payee locations database schema/types

 * Add migration to create payee_locations table with proper indexes
 * Add PayeeLocationEntity type definition
 * Update database schema to include payee_locations table
 * Export PayeeLocationEntity from models index

* Phase 2: Add payee location API/services

  * Add constants for default location behavior
  * Implement location service with geolocation adapters
  * Add new API handlers for payee location operations

* Phase 3: Add location-aware UI components/hooks

 * Update mobile transaction editing with location integration
 * Enhance PayeeAutocomplete with nearby payee suggestions and forget
   functionality
 * Implement location permission and placeholder unit of measurement hooks

* Phase 4: Add YNAB5 payee location import support

 * Extend YNAB5 types to include location data from payees
 * Implement location import logic in YNAB5 importer

* Phase 5: Add unit of measurement support

 * Add unit of measurement preference setting in Format.tsx
 * Implement distance formatting utilities for imperial/metric units
 * Add useUnitOfMeasurementFormat hook for accessing preferences

* Required release note about the PR

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6157

* Actually get syncing working

This was not obvious to me, esp. with 13 years of data, but the
locations I've been inserting were local only.

Everything appeared to work.

What I failed to notice is that the locations did not sync
across devices. Of course all the location data that was imported worked
fine, but nothing new unless it was created on device.

This changes the schema and uses the proper insert/delete methods such
that syncing works.

* Remove unit of measurement preference

Display feet and meters automatically, and don't bother to format based on miles/kilometers.

* Add payeeLocations feature flag

Place the location permissions check and thus user-facing functionality behind the feature flag

* Missed adding tombstone to payee location query

* Adjust migration name to pass CI

Adjust the indexes as well

* Unify location.ts

If CodeRabbit complains again, reply that we are actively choosing a unified file

* Add bounds testing

The validation is straightforward range-checking — if it's wrong, it'll be obvious quickly. Unless there's a plan to start adding broader test coverage for that file, I'd leave it untested for now

* Prefer camelCase for the method params

* Fix the nested interactive containers

* Fix the majority of CodeRabbit nits

The remainder seem to not be related to my code change (just a lint), outdated (sql migration comment), or infeasible (sql haversine query)

* More CodeRabbit nits

* Revert unnecessary YNAB5 zip import

Turns out the payee_locations were inside the exported budget all along!

* Additional guards and other CR fixes

* Match the pattern used elsewhere in file

* YNAB5.Budget -> Budget

Missed in the merge conflict

* ci: trigger rerun

* Change import from fetch to connection module

* Correct invalid border property

Ah. I never noticed this property wasn't working. I guess the button
looked OK to me!

* Only hide the button on success

* Update packages/loot-core/src/shared/location-utils.ts

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

* Update packages/loot-core/src/server/payees/app.ts

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

* Fully fix typo

Guess I shouldn't commit a suggestion after waking up

* Attempting to address feedback

Manual select nearby payee and save payee location buttons to make the UX more obvi

* Remove stale file that was moved

* Additional cleanup of remnant change

Removed the references to location from a few existing entities

* Additional cleanup of remnant change

* Show the Nearby payees button even when the field is disabled

If there are nearby payees, there's not a payee already selected, and the save button isn't needed

* runQuery is not async

* Add mockNearbyPayeesResult to test

Trying to utilize the real type in the mock

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
2026-03-09 20:26:48 +00:00
Matiss Janis Aboltins
102be1c54d Fix shared error array in SimpleFin batch sync error handling (#7125)
* Add failing tests for SimpleFin batch sync shared error array bug

Tests prove two bugs in simpleFinBatchSync() catch block (app.ts:1100-1115):
1. All accounts share the same errors array reference
2. Errors accumulate across accounts instead of being isolated

Related: #6623, #6651, #7114

https://claude.ai/code/session_011ebiiXRMmbiKxYMohVXL6o

* Fix shared error array in SimpleFin batch sync catch block

When simpleFinBatchSync() threw an error, all accounts received the
same errors array by reference and errors accumulated across accounts.
Each account now gets its own isolated errors array with a single error
specific to that account, matching the pattern used by accountsBankSync().

Fixes #6623

https://claude.ai/code/session_011ebiiXRMmbiKxYMohVXL6o

* Remove @ts-strict-ignore from bank sync tests

Use proper non-null assertions instead of disabling strict mode.

https://claude.ai/code/session_011ebiiXRMmbiKxYMohVXL6o

* Add release notes for PR #7125

* [AI] Replace test() with it() to follow repo convention

Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>

---------

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>
2026-03-09 19:50:18 +00:00
Julian Dominguez-Schatz
448da13cf5 Move migrations script to typescript (#7075)
* Move migrations script to typescript

* Add release notes

* Setup

* Fix

* PR feedback

* Make imports work as expected

* Rabbit
2026-03-09 07:58:03 +00:00
LeviBorodenko
41679235be [Mobile] Fix preview running balances not displaying on toggle (#7041)
* refactor(usePreviewTransactions): Move running balances to useMemo

* docs(relnotes): Add note for mobile running balance fix

* refactor(hooks): Remove unnecessary options ref
2026-03-08 22:04:52 +00:00
Juulz
1fe588c143 🐞 Fix mobile transactions colors - fixes #7042 (#7047)
* Update amount styling with theme colors

* Clean up imports in TransactionListItem.tsx

Removed unused import of makeBalanceAmountStyle.

* Add release notes for bugfix in color variables

Fix color variables for mobile transaction list items.

* Change positiveColor in amount to use theme.tableText

* Change negative color style for running balance

* Fix negative color style in TransactionListItem

* Update color styles for transaction amount display

* Update upcoming-release-notes/7047.md

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #7047

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-08 15:04:30 +00:00
mibragimov
edce092ae8 fix(csv-import): trim whitespace from amount strings before parsing (#7149)
* fix(csv-import): trim whitespace from amount strings before parsing

looselyParseAmount relies on a regex anchored at $ to detect decimal
markers. Trailing whitespace (e.g. from Excel-saved CSVs) shifts the
pattern match so a thousands separator is misidentified as a decimal
point, producing wildly wrong values.

Adding trim() at the top of the function eliminates trailing/leading
whitespace before any regex logic runs.

Fixes actualbudget/actual#7121

* chore: add release notes for #7149
2026-03-07 20:41:47 +00:00
dependabot[bot]
235d94478f Bump express-rate-limit from 8.2.1 to 8.2.2 (#7140)
* Bump express-rate-limit from 8.2.1 to 8.2.2

Bumps [express-rate-limit](https://github.com/express-rate-limit/express-rate-limit) from 8.2.1 to 8.2.2.
- [Release notes](https://github.com/express-rate-limit/express-rate-limit/releases)
- [Commits](https://github.com/express-rate-limit/express-rate-limit/compare/v8.2.1...v8.2.2)

---
updated-dependencies:
- dependency-name: express-rate-limit
  dependency-version: 8.2.2
  dependency-type: direct:production
...

Signed-off-by: dependabot[bot] <support@github.com>

* [AI] Update express-rate-limit to 8.3.0 to fix GHSA-46wh-pxpv-q5gq vulnerability

Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>

* Add release notes for PR #7140

* [AI] Update release notes to reflect version 8.3.0

Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Cursor Agent <cursoragent@cursor.com>
Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
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2026-03-07 19:48:56 +00:00
Matiss Janis Aboltins
7e0edd43ec Sort theme catalog items alphabetically by name (#7144)
* [AI] Sort custom theme catalog options alphabetically in the UI

Sort catalog themes by name using localeCompare before rendering,
without modifying the underlying JSON data file.

https://claude.ai/code/session_01Y5SGaVYqsVWVsvXV8ZFXj3

* Add release notes for PR #7144

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-06 23:01:07 +00:00
Matiss Janis Aboltins
fdf5c8d0a9 [AI] Move window typings import to globals.ts (#7142)
* [AI] Remove parent path import of window.ts from desktop-client tsconfig

Replace the `../../packages/loot-core/typings/window.ts` include in
desktop-client's tsconfig.json with a proper package import. This adds
a `./typings/*` export to loot-core's package.json and creates a
globals.ts file in desktop-client that imports the window types via
the package name.

https://claude.ai/code/session_01GrgAzjWd3XvqwBTfXLerxc

* [autofix.ci] apply automated fixes

* Add release notes for PR #7142

---------

Co-authored-by: Claude <noreply@anthropic.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>
2026-03-06 23:00:50 +00:00
Matt Fiddaman
a8ec84ceac stop font size fluctuations showing in summary cards (#7092)
* stop summary cards from showing until font size settled

* note
2026-03-06 23:00:41 +00:00
Michael Clark
b727124603 Fix docker images (#7146)
* fix docker images

* release notes
2026-03-06 22:55:21 +00:00