* Move redux state to react-query - account states
* Fix onbudget and offbudget displaying closed accounts
* Move redux state to react-query - payees states
* Add release notes for PR #6880
* Replace usage of logger in desktop-client with console
* Address feedback on adding default data to usePayees (#6931)
* Initial plan
* Add default data to usePayees usages using inline destructuring
Co-authored-by: joel-jeremy <20313680+joel-jeremy@users.noreply.github.com>
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Co-authored-by: joel-jeremy <20313680+joel-jeremy@users.noreply.github.com>
* Fix imports
* Update empty payees list test
* Cleanup and simplify AccountEntity definition to fix `satisfies` syntax
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Co-authored-by: Copilot <198982749+Copilot@users.noreply.github.com>
Co-authored-by: joel-jeremy <20313680+joel-jeremy@users.noreply.github.com>
* Fix redirect to accounts page when no accounts exists
* Add release notes for PR #7007
* Use isFetching
* Update useAccounts to return react query states (e.g. isPending, isFetching, etc.)
* Add release notes for PR #7009
* Delete upcoming-release-notes/7007.md
* Change category from Enhancements to Maintenance
Refactor `useAccounts` to improve data handling.
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* Fix redirect to accounts page when no accounts exists
* Add release notes for PR #7007
* Use isFetching
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* Improve category server app and react query mutation error handling
* Add release notes for PR #6958
* Fix test
* Fix throwing async test
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
* Do not swallow exceptions when batching messages - propagate instead
* Update error type to make 'cause' optional
Make 'cause' property optional in error type.
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* Retrofit useReports to use react-query under the hood
* Add release notes for PR #6951
* Update 6951.md
* Report mutations
* Fix react query cache not being cleared when switching budgets (#6953)
* Fix react query cache not being cleared when switching budgets
* React does not want to export function from src/index
* Release note
* Use react-query is dashboard queries and mutations
* Add release notes for PR #6957
* [autofix.ci] apply automated fixes
* Fix typecheck errors
* Coderabbit feedback
* Make error cause optional
* Rename useDashboardWidgetCopyMenu and update useDashboardWidget to accept object to prevent need to default id to empty string
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Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
* fix(ios): restore status bar color on iOS 26.2 (Safari 26)
Safari 26 no longer uses the theme-color meta tag for the status bar
and instead derives the tint from the body background. Set body
background-color in HTML and sync it with the app theme so the status
bar shows purple (or the active theme) instead of white.
Fixes#6946
Co-authored-by: Cursor <cursoragent@cursor.com>
* [autofix.ci] apply automated fixes
* refactor(theme): update useMetaThemeColor to accept theme values directly
Modified the useMetaThemeColor hook to accept theme color values instead of predefined keys. Updated FinancesApp and ManagementApp components to utilize the new implementation, ensuring proper theme color handling based on screen width.
* [autofix.ci] apply automated fixes
* refactor(theme): remove unused body background color in index.html and add tests for useMetaThemeColor hook
Deleted the commented-out body background color in index.html to clean up the code. Added comprehensive tests for the useMetaThemeColor hook to ensure proper handling of theme colors, including support for CSS variables and reactivity to theme changes.
* refactor(theme): improve getPropertyValueFromVarString function in useMetaThemeColor hook
* [autofix.ci] apply automated fixes
* Add release notes for PR #6983
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* Rename loot-core/platform/client/fetch package to connection to match the server side package name. Also to avoid confusion with the native fetch package.
* Update connection/init method to not receive any parameter to so browser and default implementation have the same signature
* Add release notes for PR #6943
* Fix names
* Fix imports
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* Remove duplication of CrossoverData type
Move the CrossoverData type definition to crossover-spreadsheet.tsx and
import it from the Crossover and CrossoverCard files instead of having
duplicate definitions in each file.
Signed-off-by: Jonathon Jongsma <jonathon@quotidian.org>
* [autofix.ci] apply automated fixes
* [autofix.ci] apply automated fixes (attempt 2/3)
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* Refactor: extract tooltip components and clean up lint suppressions
Extract CustomTooltip components from CrossoverGraph and NetWorthGraph
to module level to fix unstable nested components lint warnings. Also
consolidate theme file lint rule into oxlintrc.json and add proper
typing to styles object.
* Add release notes for maintenance updates addressing lint violations
* Remove style prop from CustomTooltip to prevent container layout styles from affecting tooltip
Co-authored-by: matiss <matiss@mja.lv>
* Refactor NetWorthGraph component by extracting TrendTooltip and StackedTooltip into separate functions for improved readability and maintainability. Update tooltip props to include necessary parameters for rendering. Clean up unused code and enhance tooltip styling.
* Refactor NetWorthGraph component to streamline tooltip handling
- Removed unnecessary prop passing for translation function in TrendTooltip.
- Adjusted import statements for better clarity and consistency.
- Cleaned up code to enhance readability and maintainability.
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Co-authored-by: Cursor Agent <cursoragent@cursor.com>
* Fix Ctrl+Enter losing amount value when adding transaction
Fixes#6901
When using Ctrl+Enter to add a transaction immediately after typing
in the amount field, the value wasn't being committed before the
transaction was saved, resulting in a zero amount.
The fix wraps the add-and-close logic in an afterSave() callback
to ensure field values are committed before adding the transaction.
Added regression tests for both debit and credit fields to verify
the fix works correctly.
* Add release notes for PR #6911
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
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Co-authored-by: Claude Sonnet 4.5 <noreply@anthropic.com>
* feat: Add optional starting date and balance for bank sync accounts
Adds the ability to specify a custom starting date and balance when
linking new bank sync accounts in the Select Linked Accounts modal.
Addresses: https://discord.com/channels/937901803608096828/1402270361625563186
Changes:
- Frontend: Added inline date and amount input fields in the account
linking table for new accounts
- Redux: Extended link account actions to accept startingDate and
startingBalance parameters
- Backend: Updated account linking handlers to pass custom values to
sync logic
- Sync: Modified syncAccount and processBankSyncDownload to use custom
starting date/balance for initial sync transactions
Features:
- Only displays starting options when creating new accounts (not upgrades)
- AmountInput with smart sign detection based on account balance
(negative for credit cards/loans)
- Defaults to 90 days ago for date and 0 for balance
- Mobile-responsive with separate AccountCard layout
- Works across all sync providers: GoCardless, SimpleFIN, Pluggy.ai
The custom starting balance is used directly for the starting balance
transaction, and the custom starting date determines both the sync
start date and the transaction date for the starting balance entry.
* refactor: Extract shared types and components for starting balance inputs
- Create CustomStartingSettings type to replace repeated inline type definitions
- Extract StartingOptionsInput component to consolidate duplicate UI between mobile/desktop views
- Create LinkAccountBasePayload type shared across GoCardless, SimpleFIN, and PluggyAI link functions
- Apply same base type pattern to server-side link account handlers
This simplifies the code introduced for custom starting date/balance when linking bank accounts.
[autofix.ci] apply automated fixes
* allow explicit zero values
* refactor: add type guard for BankSyncError to remove oxlint-disable
- Create isBankSyncError() type guard function with proper type narrowing
- Remove oxlint-disable-next-line comment that suppressed the no-explicit-any rule
- Add JSDoc comments for both isBankSyncError and handleSyncError functions
- Remove redundant type assertion now that type guard narrows correctly
* refactor: address code review nitpicks for SelectLinkedAccountsModal
- Use locale-aware date formatting instead of toISOString()
- Extract isNewAccountOption helper to reduce duplication
- Align AccountCardProps type definition pattern with TableRowProps
* Add placeholder date/balance for already linked accounts
* [autofix.ci] apply automated fixes
* Use StartingBalanceInfo only, and add mobile view
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* Fix react-hooks/exhaustive-deps in DateSelect
* Add release notes for PR #6864
* Fix remaining suppressions
* Change category to Maintenance and fix linting issues
Updated category from Enhancements to Maintenance and fixed linting issues related to react-hooks/exhaustive-deps in DateSelect.
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* fix: corrected date range calculation in BudgetAnalysisCard using calculateTimeRange
* add release note
* fix: ensure correct date formatting in BudgetAnalysisCard for start and end dates
* fix: rename release note file
* Apply tag colors to match YNAB flags
* Update tag colors to match YNAB, add description on import
* Tighten types
* Use custom colors
* Use Actual palette equivalents for tag colors
* Nitpick fixes
* Fix nitpick 'fix'
* Handle YNAB flag tag conflicts
* Handle YNAB flag tag conflicts without creating separate color tags
* Simplify
* Reorganize
* Fix react/exhaustive-deps in Modals
* Fix react/exhaustive-deps in PayeeTable
* Add release notes for PR #6863
* Change category and fix dependency management in PayeeTable
Updated category from 'Enhancements' to 'Maintenance' and fixed dependency management in PayeeTable.
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* Remove comma from all instances of month-year strings, e.g., "January 2026" rather than "January, 2026"
* Update VRT screenshots
Auto-generated by VRT workflow
PR: #6748
* All updated calls now include `locale` as an argument
* Update dependencies in `useEffect` to include `locale`
* Reorganized new import
* Remove double colon
* Consistent trailing commas
* Include locale in other dependency arrays
* Reorder imports
* Update VRT screenshots
Auto-generated by VRT workflow
PR: #6748
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Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
