* split release into two branches
* update docs to match the new process
* note
* zizmor comment
* Update check-spelling metadata
* use single long lived release branch
* coderabbit
* jfdoming suggestions
* [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] Add T keyboard shortcut for Make transfer
* [AI] Add release notes for #7750
* [AI] Switch Make transfer shortcut from T to R and document it
* Update VRT screenshots
Auto-generated by VRT workflow
PR: #7750
* Update VRT screenshots
Auto-generated by VRT workflow
PR: #7750
* Update VRT screenshots
Auto-generated by VRT workflow
PR: #7750
---------
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
* [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] CLI: hide hidden categories by default in list commands
The `categories list` and `category-groups list` commands now exclude
hidden entries by default. Pass `--include-hidden` to include them, mirroring
the existing `--include-closed` flag for `accounts list`.
https://claude.ai/code/session_01DhYiicACsWb5NGHX71Wv4F
* [AI] Rename release note to 7785.md and update author
https://claude.ai/code/session_01DhYiicACsWb5NGHX71Wv4F
* [AI] CLI: simplify category-groups list and consolidate test setup
- Flatten the include-hidden ternary on category-groups list into a
single filter chain, mirroring categories list.
- Consolidate duplicated stderr/stdout spy setup into one outer
describe in categories.test.ts.
https://claude.ai/code/session_01DhYiicACsWb5NGHX71Wv4F
* [AI] Rename release note to 7786.md to match PR number
https://claude.ai/code/session_01DhYiicACsWb5NGHX71Wv4F
* [AI] Push hidden-category filtering down to the API/query layer
Add an optional \`hidden\` filter to \`api.getCategories\` and
\`api.getCategoryGroups\`. When set, the AQL query filters category groups
by hidden status and nested categories are filtered to match. Internal
callers (no options) keep the existing "return everything" behavior.
The CLI \`categories list\` and \`category-groups list\` commands now pass
\`{ hidden: false }\` instead of filtering client-side after fetching.
https://claude.ai/code/session_01DhYiicACsWb5NGHX71Wv4F
* [AI] Document new \`hidden\` option on getCategories and getCategoryGroups
https://claude.ai/code/session_01DhYiicACsWb5NGHX71Wv4F
* [AI] getCategories: include hidden categories from visible groups in list
When \`hidden: true\` was requested, the flat list only contained hidden
categories that lived inside hidden groups, because it was derived from
the same already-filtered groups used for the grouped view. A hidden
category sitting in a visible group was silently dropped.
Fetch the unfiltered groups for the list view and filter by
\`category.hidden\` so the list reflects every hidden category regardless
of its parent group's hidden status. The grouped view is unchanged.
https://claude.ai/code/session_01DhYiicACsWb5NGHX71Wv4F
* [AI] getCategories: query categories table directly when hidden=true
Replace the second \`getCategoryGroups()\` call (which loaded every group
plus its nested categories just to be flattened and filtered) with a
direct \`q('categories').filter({ hidden: true })\` AQL query. Same
result, one targeted query instead of fetching all groups.
The non-hidden=true paths are unchanged.
https://claude.ai/code/session_01DhYiicACsWb5NGHX71Wv4F
---------
Co-authored-by: Claude <noreply@anthropic.com>
* [AI] Add getNote and updateNote to public API
Notes on categories and other entities have no public API surface today.
The internal `notes-save` handler exists and works, but callers outside
the app must reach into undocumented internals to use it.
A concrete motivation: AI assistants driving Actual through an MCP server
(e.g. Claude via @actual-app/api) can set budget templates and savings
goals on categories by writing specially-formatted strings to the notes
field (e.g. `#template 250`, `#goal 1000`). Without a public API this
requires using the private `lib.send('notes-save', …)` path, which is
fragile and not guaranteed to stay stable.
This commit adds two public methods:
- `getNote(id)` — returns the NoteEntity for a given entity id, or null
- `updateNote(id, note)` — sets the note string on any entity by id
Implementation:
- Adds `notes-get` handler in `packages/loot-core/src/server/notes/app.ts`
- Adds `api/note-get` and `api/note-update` handlers in `api.ts`
- Adds `ApiHandlers` types for both new handlers
- Exposes `getNote` / `updateNote` in `packages/api/methods.ts`
- Adds a test covering get (null before set) and set/update round-trip
Testing:
- `yarn typecheck` — passed (10/10 packages, 0 errors)
- `yarn lint:fix` — passed (0 errors)
- `yarn workspace @actual-app/api test` — passed (19/19 tests, including
the new "Notes: successfully get and update note" test)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* [AI] Add release note for PR #7769
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* [AI] Address review feedback: tighten types and add docs
- Use NoteEntity field types (Pick<NoteEntity, 'id'>, NoteEntity['id'],
NoteEntity['note']) instead of plain strings throughout
- Rename getNotes -> getNote (singular) in notes/app.ts
- Add Notes section to packages/docs/docs/api/reference.md
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
* [AI] Revert crypto.randomUUID back to uuid library
Partial revert of #7529. Restores the `uuid` package dependency in
api, crdt, desktop-client, loot-core, and sync-server, swapping every
`crypto.randomUUID()` call introduced by that PR back to `uuidv4()`
(and the `uuid()` alias in RuleEditor.tsx and ruleUtils.ts where it
was previously used). The lint rule, docs entry, and `vi.mock('uuid')`
test setup are restored as well. The `fs-extra` removals in
desktop-electron from the same PR are left in place.
https://claude.ai/code/session_01KTg1g416Jdjf5feGke8MQw
* Add release notes for PR #7734
* [check-spelling] Update metadata
Update for https://github.com/actualbudget/actual/actions/runs/25480733101/attempts/1
Accepted in https://github.com/actualbudget/actual/pull/7734#issuecomment-4394811498
Signed-off-by: check-spelling-bot <check-spelling-bot@users.noreply.github.com>
on-behalf-of: @check-spelling <check-spelling-bot@check-spelling.dev>
* [AI] Use the uuidv4 alias in RuleEditor and ruleUtils
The previous commit preserved the `v4 as uuid` alias in these two files
to match their pre-#7529 state, but the project convention (and lint
rule message) is `v4 as uuidv4`. CodeRabbit flagged the inconsistency,
so normalize the alias and call sites in both files.
https://claude.ai/code/session_01KTg1g416Jdjf5feGke8MQw
* [AI] Pin uuid to ^11.1.0 to fix Electron e2e
uuid v13 is ESM-only (no CJS entry, only an exports map with `node` and
`default` conditions both pointing to ESM files). The Electron backend is
bundled as CJS by `loot-core/vite.desktop.config.mts` and loaded via a
dynamic `await import(process.env.lootCoreScript!)` in the
desktop-electron utilityProcess; that pipeline appears to fall over on
the ESM-to-CJS transform of uuid v13 in Vite 8 / rolldown, which makes
the Functional Desktop App e2e job fail consistently while every other
check (web e2e, VRT, unit tests, lint, typecheck) passes.
uuid v11 still ships `dist/cjs/index.js`, so pinning each workspace's
uuid range to ^11.1.0 sidesteps the resolution path entirely. The API
is unchanged (`v4` is still the same export), so no source-code changes
are needed.
https://claude.ai/code/session_01KTg1g416Jdjf5feGke8MQw
* [AI] Capture Electron stdout/stderr in desktop e2e fixture (TEMP DEBUG)
Pipe the Electron main+utility process stdout/stderr into both the
playwright runner stderr and an electron.log file inside the test's
output directory. This makes the actual backend error visible in the
Functional Desktop App job output and in the desktop-app-test-results
artifact.
Will be reverted once the failure cause is identified.
https://claude.ai/code/session_01KTg1g416Jdjf5feGke8MQw
* Revert "[AI] Capture Electron stdout/stderr in desktop e2e fixture (TEMP DEBUG)"
This reverts commit 4cb5148859.
* [AI] Fix rebuild-electron and bump uuid back to ^13.0.0
The Functional Desktop App e2e job had been failing with
ERR_DLOPEN_FAILED on better-sqlite3 (NODE_MODULE_VERSION 127 vs 140),
which surfaced because this PR's yarn.lock change invalidated the
GitHub Actions node_modules cache. With a fresh install,
rebuild-electron is responsible for compiling better-sqlite3 and
bcrypt against Electron's ABI — but since #7712 the script has been
running from the repo root, where neither module is a direct
dependency, so electron-rebuild silently exits as a no-op.
Restore the `-m ./packages/desktop-electron` scoping that #7712
removed, so the rebuild actually finds and rebuilds the modules.
This fix is technically out of scope for this PR but it blocks any
PR that touches yarn.lock.
Also revert the `^11.1.0` pin from the previous commit back to
`^13.0.0`. The pin was based on a wrong hypothesis (that uuid v13's
ESM-only packaging was breaking the bundle); now that the real
cause is identified, there is no reason to deviate from the
pre-#7529 version.
https://claude.ai/code/session_01KTg1g416Jdjf5feGke8MQw
---------
Signed-off-by: check-spelling-bot <check-spelling-bot@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: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
* [AI] Add 'Copy to future months' budget option
Adds a new per-category budget menu option that copies the current
month's budgeted amount to all future months that already exist in
the budget. Works for both envelope and tracking budget types, and
on both desktop (inline popover) and mobile (modal) views.
* [AI] Rename release note to PR #7420
* [AI] Skip empty budget months in copyToFutureMonths
Only copy the budget value to future months that already have a
non-zero budget set for the category. Months with no budget (zero)
are left untouched.
* [AI] Rename to 'Copy until year end', limit to tracking budget, add year-end cap
* [AI] Address CodeRabbit feedback: i18n undo notification, clarify docs
* [AI] Fix typecheck: branch dispatch by budgetType for proper modal narrowing
* [AI] Fix lint: add t to useCallback deps
* 🔖 (26.5.0)
* fix release note generation script (#7635)
* fix release note generation script
* note
* fix cherrypicked commits not being respected and lint race in release note generation workflow (#7640)
* fix cherrypicked commits not being respected and lint race
* note
* coderabbit suggestions
* fix lint
* make double restore possibility safe
* fix lint (#7643)
* Generate release notes for v26.5.0
* add release note highlights
* Fix Sankey income bug, when payee it not set (#7632)
* Ensure income categories are shown correct, even if payee is not set
* Add release note
* Generate release notes for v26.5.0
* increase test coverage for budget templates (#7620)
* [AI] cover existing template engine logic with regression tests
Adds tests for goal template behavior that predates this PR so the
suite can be cherry-picked onto master to confirm no regressions. No
production code changes.
Covers:
- init() validation: schedule names, by/schedule priority match, past
by-target with and without annual/repeat, percentage source not
found, special source aliases, duplicate limit/spend/goal
directives, weekly limit missing start date, invalid limit period,
unrecognized periodic period
- runRemainder cap clamping and hideDecimal fraction removal
- Income-category branch in runTemplatesForPriority
- getLimitExcess against an aggregate weekly cap
- Past by-target rolling forward via the annual period
- runSchedule full=true (no sinking accumulation), percent and fixed
adjustments, completed-schedule filtering, past-date error for
non-repeating schedules, monthly/weekly/daily sinking contribution
branches when interval exceeds the pay-month-of cap, surplus
absorption when last-month balance exceeds the target, and
tracking-budget mode forcing all schedules pay-month-of
- applyMultipleCategoryTemplates orchestration: per-category writes,
cross-category priority clamping when funds run out, error
notification path
- applyTemplate force=false skipping already-budgeted categories
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* note
---------
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix infinite loop when remainder is impossible to solve (#7623)
* fix infinite loop when remainder is impossible to solve
* note
* Generate release notes for v26.5.0
* Update author
Updated author information in the release notes.
* Fix shared worker resumption after tab suspend (#7656)
* [AI] Fix SharedWorker tab resume recovery
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
* [AI] Fix SharedWorker reload readiness
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
* Add release notes
* Update packages/desktop-client/src/shared-browser-server-core.ts
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
---------
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
* Update docs release date
* Empty commit to bump CI
* Generate release notes for v26.5.0
* Revert "Generate release notes for v26.5.0"
This reverts commit b42c48bed5.
---------
Co-authored-by: github-merge-queue <118344674+github-merge-queue@users.noreply.github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>
Co-authored-by: Emil Tveden Bjerglund <emilbp@gmail.com>
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Co-authored-by: Julian Dominguez-Schatz <julian.dominguezschatz@gmail.com>
Co-authored-by: Copilot <223556219+Copilot@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>
* [AI] Remove outdated community project links from docs
* Add release notes for PR #7500
* [AI] Add back actualplaid link to community repos
Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
* Delete 7500.md
---------
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>
2026-04-16 07:35:20 +00:00
Stephen Brown IIGitHubgithub-actions[bot] <github-actions[bot]@users.noreply.github.com>autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
* [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>
---------
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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>
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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
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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
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Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com>
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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>
Sebastián MalukandGitHub
Tyler QuinlivanandGitHub
Michael ClarkandGitHub
Julian Dominguez-SchatzandGitHub
