Commit Graph

2260 Commits

Author SHA1 Message Date
Matiss Janis Aboltins
f5a72448bd [AI] Refactor ThemeInstaller to handle pasted CSS more gracefully (#7236)
* [AI] Add baseTheme and overrideCss support to custom theme system

Add baseTheme field to InstalledTheme allowing users to choose which
built-in theme (light/dark/midnight) serves as the base for custom
themes. Add overrideCss field for layering additional CSS overrides
on top of a catalog theme's CSS.

ThemeStyle now respects the baseTheme field when rendering base
variables. CustomThemeStyle renders both cssContent and overrideCss
layers.

https://claude.ai/code/session_01PPAkAQB4xfeFCQbmNwvn2k

* [AI] Add base theme selection and CSS override layering for custom themes

- Add baseTheme field to CatalogTheme and InstalledTheme types, allowing
  catalog themes to declare which built-in theme (light/dark/midnight) they
  are based on
- Add overrideCss field to InstalledTheme for layering additional CSS
  overrides on top of a catalog theme
- Update ThemeStyle to render the correct base theme colors when a custom
  theme specifies a baseTheme
- Update CustomThemeStyle to render both cssContent and overrideCss layers
- Update ThemeInstaller UI: catalog selection and free-text CSS now coexist
  so users can pick a catalog theme (e.g. Matrix) and apply extra overrides
- Add baseTheme to all entries in customThemeCatalog.json
- Dynamic label: shows "Additional CSS overrides:" when a catalog theme is
  selected, "or paste CSS directly:" otherwise

https://claude.ai/code/session_01PPAkAQB4xfeFCQbmNwvn2k

* [AI] Remove baseTheme from catalog; derive base from mode instead

Base theme is now automatically determined from the catalog theme's
mode field: light mode themes use "light" as base, dark mode themes
use "dark" as base. No separate baseTheme field needed in catalog.

https://claude.ai/code/session_01PPAkAQB4xfeFCQbmNwvn2k

* Refactor ThemeInstaller to handle pasted CSS more gracefully

* Enhance ThemeInstaller and CustomThemeStyle to support CSS validation for both content and overrides. Refactor pasted CSS handling for improved clarity and efficiency.

* Implement validateAndCombineThemeCss function to streamline CSS validation and combination for light and dark themes in CustomThemeStyle. Refactor existing CSS handling to improve clarity and efficiency.

* Add cachedCatalogCss state to ThemeInstaller for improved CSS handling

* Update ThemeInstaller tests to ensure pasted CSS is preserved when a catalog theme is selected and modify onInstall behavior to correctly handle empty CSS content. Refactor test cases for clarity and accuracy.

* Enhance ThemeInstaller to support dynamic baseTheme selection based on catalog theme or user preference. Refactor CSS installation logic to prioritize selected catalog themes and improve handling of pasted CSS. Update dependencies in the installTheme function for better clarity and functionality.

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-03-19 18:48:02 +00:00
erwannc
0793eb5927 Add Notes to Monthly Budget Cell (#6620)
* Add Notes to Monthly Budget Cell
Changed Modal menus layout to follow month menu on mobile

* Fixed rebase errors

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6620

* Addressed youngcw's comments (notes id format, notesButton defaultColor and modal layout)

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6620

* Updated mobile budget menu modal page model

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
2026-03-19 00:42:30 +00:00
Matt Fiddaman
beee16bc8c ⬆️ march dependency updates (#7222)
* @types/node (^22.19.10 → ^22.19.15)

* baseline-browser-mapping (^2.9.19 → ^2.10.0)

* eslint (^9.39.2 → ^9.39.3)

* lage (^2.14.17 → ^2.14.19)

* lint-staged (^16.2.7 → ^16.3.2)

* minimatch (^10.1.2 → ^10.2.4)

* oxlint (^1.47.0 → ^1.51.0)

* rollup-plugin-visualizer (^6.0.5 → ^6.0.11)

* @chromatic-com/storybook (^5.0.0 → ^5.0.1)

* @storybook/addon-a11y (^10.2.7 → ^10.2.16)

* @storybook/addon-docs (^10.2.7 → ^10.2.16)

* @storybook/react-vite (^10.2.7 → ^10.2.16)

* eslint-plugin-storybook (^10.2.7 → ^10.2.16)

* storybook (^10.2.7 → ^10.2.16)

* @codemirror/autocomplete (^6.20.0 → ^6.20.1)

* @codemirror/lang-javascript (^6.2.4 → ^6.2.5)

* @codemirror/language (^6.12.1 → ^6.12.2)

* @rolldown/plugin-babel (~0.1.7 → ~0.1.8)

* @swc/core (^1.15.11 → ^1.15.18)

* @swc/helpers (^0.5.18 → ^0.5.19)

* @tanstack/react-query (^5.90.20 → ^5.90.21)

* @uiw/react-codemirror (^4.25.4 → ^4.25.7)

* hyperformula (^3.1.1 → ^3.2.0)

* i18next (^25.8.4 → ^25.8.14)

* i18next-parser (^9.3.0 → ^9.4.0)

* react-i18next (^16.5.4 → ^16.5.6)

* react-virtualized-auto-sizer (^2.0.2 → ^2.0.3)

* fs-extra (^11.3.3 → ^11.3.4)

* @r74tech/docusaurus-plugin-panzoom (^2.4.0 → ^2.4.2)

* lru-cache (^11.2.5 → ^11.2.6)

* nodemon (^3.1.11 → ^3.1.14)

* eslint-plugin-perfectionist (^4.15.1 → ^5.6.0)

* downshift (9.0.10 → 9.3.2)

* react-router (7.13.0 → 7.13.1)

* @easyops-cn/docusaurus-search-local (^0.52.3 → ^0.55.1)

* peggy (5.0.6 → 5.1.0)

* @types/supertest (^6.0.3 → ^7.2.0)

* note
2026-03-18 08:37:04 +00:00
Karim Kodera
4cdb26f9a7 Adding Concentric Donut Pie Chart type to custom report charts (#7038)
* Initial commit for concentric donut chart implementation

* [autofix.ci] apply automated fixes

* Update upcoming-release-notes/7038.md

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

* Fix coderabbit comments (Recalculated total to avoid hidden cats, remove tooltip, add proper types)

* Update packages/desktop-client/src/components/reports/graphs/DonutGraph.tsx

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

* Fix zero total group

* lint issues fix

* Fix lint issues

* Empty commit to retriger the process

* [autofix.ci] apply automated fixes

* Removed line betweeen arc and label. I beleive the view is cleaner this way.

* Fixed line for outer donut

* split active shape for concentric circles to avoid impacting original chart

* [autofix.ci] apply automated fixes

* Fixing mid point to align with mid point on inner circle

* 1- make line always start inside the core circle
2- fix bug where inner circle label was showing below the outer circle

* - Fixed Dashboard issue when height too low.
- Rewrite of the activeShape part for simplicity.
- Centralize radius calculation.
- Provide differnt dimensions for compact vs standard rendering
- fix mid line point to auto fix at 70% of the inner radius
- More readable code

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #7038

* Fixed distance issue for arc on single ring.

* [autofix.ci] apply automated fixes

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #7038

* Update packages/desktop-client/src/components/reports/graphs/DonutGraph.tsx

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

* Fixing Code Rabbit Comments

* rerunning tests

* Added Group click through passing all categories iwth a workaorund on showActivity

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-17 20:10:30 +00:00
Matiss Janis Aboltins
15358b6b54 [AI] Remove development theme (#7232)
* [AI] Remove development theme

Delete the development theme that was only available in non-production
environments. Removes the theme file, its registration in the theme
registry, type definitions, preference validation, ThemeSelector icon
mapping, and Storybook configuration.

https://claude.ai/code/session_01A1aEippeWppuwoRSCBPwby

* Add release notes for PR #7232

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-17 19:18:47 +00:00
J B
6d9b1a1d72 Duplicate reimport fix in ui and API (#6926)
* add options to override reimportDeleted

* doc and default in ui to false

* pr note

* period

* wording

* [autofix.ci] apply automated fixes

* docs clarity

* actually test default behavior

* Update upcoming-release-notes/6926.md

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

* use new ImportTransactionOpts type for consistency

* Release note wording

Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com>

* [autofix.ci] apply automated fixes

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

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com>
2026-03-17 17:25:22 +00:00
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
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
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
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
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
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
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
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
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
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
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
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
Matiss Janis Aboltins
078603cadf [AI] Implement sync recovery (#7111)
* [AI] Fix iOS/Safari sync recovery (fixes #7026): useOnVisible hook, re-fetch server version on visible, improved network-failure message

Made-with: Cursor

* Feedback: coderabbitai

* Refactor useOnVisible test: remove unnecessary resolve check and simplify callback definition
2026-03-04 23:27:15 +00:00
Joel Jeremy Marquez
b3a86b5392 Update remaining accounts hooks to return react query states (#7071)
* Update remaining accounts hooks to return react query states

* Add release notes for PR #7071

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-04 23:13:55 +00:00
Mats Nilsson
295a565e55 Fix budget analysis report padding (#7118)
* Fix budget analysis report padding

The padding on the report is too small when the value is large.

* [autofix.ci] apply automated fixes

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-03-04 22:08:30 +00:00
Matiss Janis Aboltins
387c8fce16 [AI] Enable TypeScript composite project references across monorepo (#7062)
* [AI] Enable TypeScript composite project references across monorepo

- Add composite and declaration emit to all package tsconfigs
- Wire root and per-package project references in dependency order
- Replace cross-package include-based typing with referenced outputs
- Fix api TS5055 by emitting declarations to decl-output
- Add desktop-client alias for tests; fix oxlint import order in vite.config
- Add UsersState.data null type and openDatabase return type for strict emit

Co-authored-by: Cursor <cursoragent@cursor.com>

* Remove obsolete TypeScript configuration for API and update build script to emit declarations directly to the output directory. This streamlines the build process and ensures compatibility with the new project structure.

* Refactor TypeScript configuration in API package to remove obsolete decl-output directory and update build scripts. The changes streamline the build process by directing declaration outputs to the @types directory, ensuring better organization and compatibility with the new project structure.

* Add TypeScript declaration emission for loot-core in desktop-electron build process

* Refactor TypeScript configuration in API package to utilize composite references and streamline build scripts. Update include and exclude patterns for improved file management, ensuring better organization of declaration outputs and migration SQL files.

* Refactor TypeScript configuration in loot-core and desktop-client packages to streamline path management and remove obsolete dependencies. Update paths in tsconfig.json files for better organization and compatibility, and adjust yarn.lock to reflect changes in workspace dependencies.

* Update desktop-electron package to utilize loot-core as a workspace dependency. Adjust TypeScript import paths and tsconfig references for improved organization and compatibility across packages.

* Enhance Vite configuration for desktop-client to support Electron-specific conditions and update loot-core package.json to include Electron as a platform for client connection. This improves compatibility for Electron builds.

* Refactor TypeScript configuration across multiple packages to streamline path management. Update tsconfig.json files in root, api, and loot-core packages to improve import paths and maintain compatibility with internal typings.

* Update package dependencies and Vite configuration across component-library and desktop-client. Add vite-tsconfig-paths to component-library and remove it from desktop-client. Refactor Storybook preview file to include a TODO for future refactoring.

* Remove Node-specific path from loot-core package.json for client connection, streamlining platform configuration for Electron.

* Remove loot-core as a workspace dependency from desktop-electron package.json

* Update tsconfig.json to remove reference to desktop-client

---------

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-03-04 20:57:06 +00:00
YHC
c7ebfd8ad4 Add TWD Currency (#7095)
* Add New Taiwan Dollar to currency list

* Add New Taiwan Dollar to currency list

* Fix decimalPlaces for New Taiwan Dollar

Updated decimalPlaces for New Taiwan Dollar from 0 to 2, as suggested by coderabbitai, "Line 62 introduces TWD as zero-decimal, but this codebase currently has an unresolved zero-decimal conversion/storage issue. This risks incorrect persisted amounts for TWD transactions."

* Add upcoming-releass-notes

* Add New Taiwan Dollar (NT$) to available currency

* Add New Taiwan Dollar (NT$) to available currency
2026-03-04 18:46:20 +00:00
Matiss Janis Aboltins
cf05a7ea01 [AI] Typescript: low hanging fruit (#7091)
* [AI] Use loot-core workspace in desktop-electron and fix related types

- Add loot-core as workspace dependency in desktop-electron
- Import GlobalPrefsJson from loot-core package in desktop-electron
- Allow null in usersSlice data type (UsersState)
- Add explicit SQL.Database return type to openDatabase in sqlite electron

Made-with: Cursor

* Re-add loot-core as a workspace dependency in desktop-electron
2026-03-04 18:32:01 +00:00
Julian Dominguez-Schatz
3201819df9 Display/save limit/refill templates (#6693)
* Handle refill templates in automations modal

* Add release notes

* Fix typecheck

* Fix icon style

* Style fixes

* Fix migration

* Fix typecheck

* Rabbit

* Add tests
2026-03-04 16:41:07 +00:00
Matiss Janis Aboltins
f9e09ca59b 🔖 (26.3.0) (#7097)
* 🔖 (26.3.0)

* Remove used release notes

* Add release notes for PR #7097

* Remove used release notes

* Remove used release notes

* Add release notes for version 26.3.0

* Add new terms to spelling expectation list

* Fix spelling and capitalization in release notes

Corrected spelling of 'reorganisation' to 'reorganization' and updated 'coderabbit' to 'CodeRabbit' for consistency.

* Update patterns.txt to allowlist 'CodeRabbit'

Add 'CodeRabbit' to allowlist of proper nouns.

* Clarify chart theming support in release notes

Updated the release notes to specify bar/pie chart theming support and added details about theme variables for customization.

* Remove 'CodeRabbit' from spelling expectations

* Refactor release notes and improve formatting

Reorganize release notes for clarity and update content.

* Create 2026-03-02-release-26-3-0.md

* Change release date to 2026-03-02

Updated the release date for version 26.3.0.

* Update release notes for version 26.3.0

---------

Co-authored-by: jfdoming <9922514+jfdoming@users.noreply.github.com>
Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Julian Dominguez-Schatz <julian.dominguezschatz@gmail.com>
2026-03-03 01:23:12 +00:00
Julian Dominguez-Schatz
c5cca67399 Revert "feat(currency): Add Vietnamese Dong (VND) currency" (#7100)
* Revert "feat(currency): Add Vietnamese Dong (VND) currency (#6902)"

This reverts commit 7fa9fa900b.

* Add release notes for PR #7100

* Delete 7100.md

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-01 07:31:29 +00:00
Matiss Janis Aboltins
3758d72b65 Mobile rules item alignment (#7081)
* [AI] Fix mobile rules list items to be full width and left-aligned

- Override Button's default justifyContent/alignItems centering in
  ActionableGridListItem to use flex-start alignment
- Add width: 100% to RulesListItem's SpaceBetween to fill the item width

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

* Add release notes for PR #7081

* Change category from Enhancements to Bugfix

---------

Co-authored-by: Cursor Agent <cursoragent@cursor.com>
Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-02-26 20:22:29 +00:00
Juulz
a4bd301ec6 🐞 Midnight theme: Change menuAutoCompleteTextHover color - Fixes #7029 (#7048)
* Change menuAutoCompleteTextHover color to green400

* Change menuAutoCompleteTextHover color to green400 in Midnight theme.

Change menuAutoCompleteTextHover color to green400 in Midnight theme.

* [autofix.ci] apply automated fixes

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-02-24 17:29:09 +00:00
Juulz
a1e0b3f45d Rename theme 'Okabe Ito' to 'Color-blind (dark)' (#7058)
* Rename theme 'Okabe Ito' to 'Color-blind (dark)'

* Rename 'Okabe Ito' theme to 'Color-blind (dark)'

* Fix capitalization in theme name for consistency
2026-02-23 18:49:45 +00:00
Matiss Janis Aboltins
0b361e45b4 [AI] Bump version to 26.2.1 (#7052)
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-02-23 15:52:58 +00:00