Commit Graph

4780 Commits

Author SHA1 Message Date
Matiss Janis Aboltins
d8317c44b7 [AI] Migrate desktop-client to subpath imports (#7446)
* [AI] Migrate desktop-client to subpath imports

Replace the `@desktop-client/*` path alias with Node.js subpath
imports (`#*`) across packages/desktop-client:

- Declare the full `imports` map in packages/desktop-client/package.json
  (bare index entries, root-level files, and per-subdirectory wildcards
  with explicit extension overrides where `.ts` and `.tsx` mix).
- Update all source files to import from `#...` specifiers.
- Drop the `@desktop-client` group from .oxfmtrc.json.
- Enable `actual/prefer-subpath-imports` for desktop-client in
  .oxlintrc.json so future code keeps using the subpath form.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* [AI] Drop legacy desktop-client aliases

Remove the `@desktop-client/*` and `loot-core/*` path aliases from
vite.config.ts and tsconfig.json now that every desktop-client source
file imports via subpath imports / `@actual-app/core`.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* Release notes

* [AI] Use electron-renderer condition for renderer-only exports

Desktop-client's Vite build used the `electron` resolve condition, which
overlapped with loot-core exports where `electron` means the Node/main
variant (e.g. `shared/platform.electron.ts` using `os`,
`platform/server/asyncStorage/index.electron.ts` using `fs`). Once the
`loot-core` Vite alias was removed, the renderer bundle started pulling
those Node variants and crashed at runtime with
`It.default.platform is not a function` inside `platform.electron.ts`.

Introduce a distinct `electron-renderer` condition used only by
desktop-client's Vite config, and rename the `electron` key to
`electron-renderer` on the sole loot-core export whose `electron` branch
is the Electron renderer variant (`#/./platform/client/connection`, the
IPC `global.Actual.ipcConnect` file). Every other `electron`-conditioned
export keeps its Node semantics and is still matched by loot-core's own
`vite.desktop.config.ts` (`conditions: ['electron']`).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* [AI] Drop .electron.* extensions from loot-core desktop resolver

Now that every Node/main variant is selected via the `electron` subpath
import condition in `packages/loot-core/package.json`, Vite's
`resolveExtensions` list no longer needs the `.electron.js`,
`.electron.ts`, `.electron.tsx` entries. Remove them to keep resolution
explicit and avoid implicit extension picking.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* [AI] Align desktop-client TS resolution with Vite

- Set `customConditions: ["electron-renderer"]` in
  `packages/desktop-client/tsconfig.json` so TypeScript resolves
  conditional imports (notably `@actual-app/core/platform/client/connection`)
  to the same file Vite picks at runtime. Today the surfaces happen to
  match because both variants import from a shared `index-types.ts`,
  but the alignment prevents a latent drift bug.
- Fix typo in the release note (`Standartise` -> `Standardise`).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-10 17:03:45 +00:00
Michael Clark
c2c6d49afa Upgrade docusaurus (#7445)
* upgrade docusaurus

* release notes
2026-04-10 08:06:31 +00:00
Emil Tveden Bjerglund
6a96231c1a Add more filtering options for transactions in the Sankey report (#7442)
* Allow more filters in Spent mode

* Add release note

* Add translation do displayed fields. Fix typo.
2026-04-09 18:59:17 +00:00
Juulz
085355b467 🎨 Add You Need A (YNA) Theme Light (#7441)
* Update customThemeCatalog.json

Add YNA Theme Light

* [autofix.ci] apply automated fixes

* 🎨 You Need A Theme Light

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-04-09 18:55:21 +00:00
Juulz
23313b3ac5 Change formatting of reconcile form for clarity and ease of use (#7423)
* Update Reconcile.tsx

* Update Reconcile.tsx

* Update Reconcile.tsx

* Update Reconcile.tsx

* Update Reconcile.tsx

* Update Reconcile.tsx

* Update Reconcile.tsx

* [autofix.ci] apply automated fixes

* Update Reconcile.tsx

* Update Reconcile.tsx

* [autofix.ci] apply automated fixes

* Change formatting of reconcile form for clarity and ease of use.

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-04-09 14:09:58 +00:00
Matiss Janis Aboltins
f364d5a9d8 [AI] Add subpath import wildcard patterns to loot-core (#7429)
* [AI] Add subpath import wildcard patterns and explicit directory entries to loot-core

Extend the package.json imports field with prefix-specific wildcard patterns
(#server/*, #shared/*, #types/*, #mocks/*, #platform/*) and explicit entries
for directory imports (#server/db, #server/sync, etc.) to support the ongoing
migration from relative imports to subpath imports.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* [AI] Add release notes for #7429

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: Cursor Agent <cursoragent@cursor.com>
Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
2026-04-09 08:02:25 +00:00
Tamás Szelei
e6bd684812 [AI] Update Age of Money Report discussion link to issue #7006 (#7421) 2026-04-08 23:05:56 +00:00
Matiss Janis Aboltins
4d0f0f740d Update browserlist (caniuse-lite) (#7431)
* [AI] Update browserslist caniuse-lite database

Update caniuse-lite from 1.0.30001751 to 1.0.30001787 and
baseline-browser-mapping from 2.9.14 to 2.10.16.

https://claude.ai/code/session_01Q4x7bPh2tkKDKcbM4kfHNo

* [AI] Add release notes for browserslist update

https://claude.ai/code/session_01Q4x7bPh2tkKDKcbM4kfHNo

* Update 7431.md

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-04-08 22:35:21 +00:00
Matiss Janis Aboltins
20ba076a51 Add rate limiting to authentication endpoints (#7432)
* [AI] Add rate limiting to authentication endpoints

Add strict rate limiting (5 attempts per 15 minutes) to /account/login,
/account/bootstrap, and /account/change-password endpoints to prevent
brute-force password attacks. Uses express-rate-limit as route-level
middleware on auth-sensitive routes only.

https://claude.ai/code/session_017SHnNCn93RzxpvEEPJAZUZ

* [AI] Add release notes and remove rate limit from /change-password

Add upcoming release notes file for the auth rate limiting feature.
Remove rate limiting from /change-password since it already requires
a valid admin session token.

https://claude.ai/code/session_017SHnNCn93RzxpvEEPJAZUZ

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-04-08 22:21:04 +00:00
Matiss Janis Aboltins
4efa8bba04 Fix script injection patterns in GitHub Actions workflows (#7433)
* [AI] Fix script injection in vrt-update-apply.yml workflow

Use environment variables instead of direct expression interpolation
in the github-script step to prevent potential script injection via
artifact-sourced values (steps.apply.outputs.error and
steps.metadata.outputs.pr_number).

https://claude.ai/code/session_01V28NTQAXTvSfwyoDhWpWo9

* [AI] Fix script injection in generate-release-pr.yml workflow

Use environment variable instead of direct expression interpolation
for github.event.inputs.version in the shell script context to
prevent potential command injection.

https://claude.ai/code/session_01V28NTQAXTvSfwyoDhWpWo9

* [AI] Add release notes for #7433

https://claude.ai/code/session_01V28NTQAXTvSfwyoDhWpWo9

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-04-08 22:19:45 +00:00
Matiss Janis Aboltins
1f3b4e613d Pin check-spelling action versions to specific commits (#7430)
* [AI] Pin check-spelling actions to commit SHAs in docs-spelling.yml

Pin check-spelling/check-spelling@main and check-spelling/spell-check-this@prerelease
to specific commit SHAs to prevent supply chain attacks. The update job is especially
sensitive as it has contents:write, pull-requests:write permissions and access to the
CHECK_SPELLING SSH deploy key.

https://claude.ai/code/session_01FK9KT4VRxvm24bb18Q9rvM

* [AI] Fix spell-check-this prerelease pin to correct commit SHA

https://claude.ai/code/session_01FK9KT4VRxvm24bb18Q9rvM

* [AI] Add release notes for pinning check-spelling action versions

https://claude.ai/code/session_01FK9KT4VRxvm24bb18Q9rvM

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-04-08 21:38:07 +00:00
youngcw
926f7193f9 fix formula date variable in rules (#7373)
* format

* note

* update test
2026-04-08 15:47:19 +00:00
Eduardo Pio
092b85e075 Fix/5840 escape search wildcards (#7270)
* Escape LIKE wildcards; support ? in unicodeLike

* add release notes

* [autofix.ci] apply automated fixes

* Revert "[autofix.ci] apply automated fixes"

This reverts commit d8a2843a5b.

* [autofix.ci] apply automated fixes

* fix: address bot review feedback for escapes

* Support escaped backslash

* Add tests for escaped characters in unicodeLike

* [autofix.ci] apply automated fixes

* Remove underscore from escaped search regex

* Refactor regex escaping to use REGEX_SPECIAL constant

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-04-08 15:37:41 +00:00
gust0717
2bbcbaee73 Fixes query for tag starting in $ (#7324)
* Fixes query for tag starting in $

* Update packages/loot-core/src/server/transactions/transaction-rules.ts

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

* Apply coderabbitai suggestion

---------

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
2026-04-08 14:45:00 +00:00
tabedzki
446fde6cd9 Add Category Group filtering in Budget Analysis Report (#7116)
* feat: add FilterInclude to match FilterExclude

* feat: enhance category filtering to support category groups in budget analysis

* add release notes

* fix: applied corabbit's suggestion

* applied coderabbit's fixes

* removed duped code

* applied more coderabbit comments

* [autofix.ci] apply automated fixes

* [autofix.ci] apply automated fixes

* fix: include docs about include parameter

* fix: contains and matches now properly filter category names instead of UUID

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
2026-04-08 14:34:26 +00:00
James Skinner
7ce44c2e56 Migrate add-attribute plugin to TypeScript (#7417)
* Migrate add-attribute plugin to TypeScript

* [autofix.ci] apply automated fixes

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-04-08 14:02:45 +00:00
Matiss Janis Aboltins
e0772e24cd [AI] Add ErrorBoundary around dashboard widgets (#7382)
* [AI] Add ErrorBoundary around dashboard widgets (#7273)

Wraps each dashboard widget in an ErrorBoundary so a faulty widget
degrades to an error card instead of crashing the entire Reports page.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* Add release notes for PR #7382

* [autofix.ci] apply automated fixes

---------

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>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-04-08 06:41:31 +00:00
Emil Tveden Bjerglund
3d5881ea57 Fix Net Worth graph not showing correct number of intervals (#7296)
* Fix Net Worth graph showing N-1 intervals, resulting in inconsistent totalChange value.

* Fix starting date being wrong for 'daily' and 'weekly'

* Linting

* Add release note

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #7296

* Remove manipulation of startDate for 'yearly'

The result was not consistent with the reports previous behavior when yearly was selected (it went back too far).

* Remove empty datapoint at beginning when start equals earliest transaction

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-04-08 02:40:28 +00:00
Matiss Janis Aboltins
2295e6d464 [AI] Add electron conditions to loot-core platform/server exports (#7383)
* trim down some unused/unnecessary dependencies (#7350)

* fix github actions inconsistencies

* fix pinning of transitive deps in eslint-plugin

* drop use of node-fetch in api

* drop md5 dependency in favour of node:crypto

* drop slash

* drop unused top level packages

* add note about node-polyfills warning

* remove unused deps from desktop-client

* drop pegjs types

* note

* drop node-jq

* [Doc] More tour image (mostly) updates & a hotkey fix (#7328)

* 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

---------

Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com>

---------

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>

* Implement Sankey report for spent and budgeted money (#7220)

* Implement Sankey graph report

* Add release notes

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6068

* Remove local debug settings

* [autofix.ci] apply automated fixes

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6068

* Improve graphs from comments

* Fix lints

* coderabit fixes

* Fix filtering and UI enhancements

* remove pngs

* Fix typecheck

* Another type issue

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6068

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6068

* Fix strict typing issues

* Update report page

Now better conforms with components from other reports, e.g. by reusing Header
Makes it possible to display a period longer than one month.

* Change view description order

* Formatting and cleanup

* Removed difference section, as it will be difficult to get a reliable view across months

* Introduce the Timeframe param, similar to Spending report, to allow saving a Live sliding window.

* Allow filtering just the last month

* Fix linting errors

* Remove all information about income

* Remove debugging statement

* Sort categories and subcategories by amount

* Move compact mode to spreadsheet to fix Card view more easily

* Update tests file

* Add release notes

* Rename release notes to match PR#

* Fix autofix.ci issues

* Update packages/desktop-client/e2e/sankey.test.ts

Enable experimental feature fall all tests, pr. coderabbit recommendation

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

* Add sankey-card to isWidgetType

* Gate Sankey routes to prevent direct URL bypass

* Fix typo

* Change node transformation to work by key instead of name, to remove risk of duplicate issues

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

* Prevent false-positive pass in month-change test.

* Translate mode to a proper label

* Fix message for empty data

* Enabled LoadingIndicator until data is ready

* Change card default mode

* More robust filtering

* Fixed issue with budgeted spreadsheet not using 'end' date

* Allow copying SankeyCard to dashboard

* Fix typing and linting issues

* Remove e2e tests

I cannot currently get them to pass, because I dont fully understand playwright and how they are supposed to work. I can see that they don't exist for other reports. We can add them later if required.

* Remove unecessary sankey reference

* Refactor spreadsheet

* Remove dead code from SankeyGraph

* Collect to Other if too many subcategories

* Edit wrong comment

* Linting and typechecking

* Show remaining amount to budget

* Hide description on narrow device

* Add visual clue if 'To budget' is larger than 'Budgeted' and would extend below the edge of the graph

* Add colors to the links

* Fix report card showing subcategories instead of main categories

* Add tooltip info to Other on SankeyCard

* Create globalOther flag and implement greedy category reduction algorithm

* Allow user to select between Global or Per category Other

* Allow user to choose number of subcategories to show

* Allow user to select how subcategories are sorted

* Fix budget filtering

* [autofix.ci] apply automated fixes

* Condense sorting and Other-grouping to one option

* Implement Sort as budget option

* Dynamically adjust topN based on SankeyCard height

* Remove old feature flags from previous PR

---------

Co-authored-by: andrewhumble <43395285+andrewhumble@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

* Fix yarn generate:icons command (#7281)

* fix icon templates with `module.exports` to `export default`

* Add `@svgr/babel-plugin-add-jsx-attribute` to dependencies

* Run `yarn generate:icons`, and set prettier singleQuote to reduce changes

* Add release note

* Add temporary fix for `SvgChartArea`

* Add `ChartArea` svg from the existing tsx

* CI rerun

* Standardise ledger scrolling when using keyboard shortcuts (#7283)

* Standardise table keyboard navigation by preventing browser scroll with arrow keys

* Add release note

* Apply the preventDefault() in specific cases so that it is not applied to default

---------

Co-authored-by: youngcw <calebyoung94@gmail.com>

* Fix updateTransaction corrupting split parents with partial updates (#7242)

* [AI] Fix updateTransaction corrupting split parents with partial updates

When `api.updateTransaction(id, { notes: '...' })` is called on a split
parent, the `updateTransaction` helper replaces the parent with the
sparse update object (`{ id, notes }`) instead of merging it with
the existing transaction data.  This causes `recalculateSplit` to see
`amount` as `undefined` (→ 0), which doesn't match the children's
total and sets a `SplitTransactionError` on the parent.  `makeChild`
also inherits undefined `account`, `date`, and `cleared` values,
potentially creating broken child rows.

Fix: merge the incoming partial fields (`{ ...trans, ...transaction }`)
so all existing properties are preserved.

Add a test that performs a notes-only update on a split parent and
asserts no error is set and the amount stays intact.

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

* [AI] Add release notes for PR #7242

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

* Address review feedback: remove verbose comment and simplify release note

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

---------

Co-authored-by: L. Warren Thompson <lwarrenthompson@Warren-MBP.local>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>

* [AI] Add electron conditions to loot-core platform/server exports and fix imports

- Add "electron" condition to platform/server exports (asyncStorage,
  connection, fetch, fs, sqlite) so they resolve to .electron.ts files
  when using the electron export condition
- Remove broken ./client/platform export referencing non-existent files
- Convert deep relative imports in electron files to subpath imports
  (#types/prefs, #server/errors, #server/mutators)

https://claude.ai/code/session_01FPpKnozt42Mf79YHAT6ytM

* [AI] Convert remaining relative imports to subpath imports in electron files

- Convert ../fs, ../log, ../../exceptions to subpath imports
  (#platform/server/fs, #platform/server/log, #platform/exceptions)
- Add electron-conditional entries to the imports field in package.json
  for all 5 platform/server modules with electron variants
- Add resolve.conditions: ['electron'] to vite.desktop.config.ts so the
  electron condition is recognized during desktop builds

https://claude.ai/code/session_01FPpKnozt42Mf79YHAT6ytM

* Add release notes for PR #7383

* [AI] Fix API build and test failures from conditional exports

- Add "api" condition to all 5 platform/server exports and imports
  entries so the API build resolves to .api.ts variants correctly
- Add resolve.conditions and ssr.resolve.conditions: ['api'] to
  packages/api/vite.config.ts
- Add explicit #platform/server/log and #platform/exceptions entries
  to the imports field (array fallback in #* wildcard doesn't work for
  directory modules)
- Revert #platform/server/fs back to relative ../fs import in
  asyncStorage/index.electron.ts — subpath imports for platform modules
  with electron variants don't work in vitest because the test runner
  doesn't propagate resolve.conditions to Node's import resolution

https://claude.ai/code/session_01FPpKnozt42Mf79YHAT6ytM

* fix: apply CodeRabbit auto-fixes

Fixed 2 file(s) based on 2 unresolved review comments.

Co-authored-by: CodeRabbit <noreply@coderabbit.ai>

* [autofix.ci] apply automated fixes

* Enhance package.json and Vite configurations for Electron support; refactor imports to use new path aliases. Added new paths for server and shared modules, updated SSR settings, and improved test configurations for better module resolution.

* [AI] Merge electron condition with default Vite conditions in vitest config

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

* [AI] Move @ts-strict-ignore comment to first line in reset.ts

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

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
Co-authored-by: Juulz <julesmcn@gmail.com>
Co-authored-by: Pranay S <pranayritvik@gmail.com>
Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
Co-authored-by: Emil Tveden Bjerglund <emilbp@gmail.com>
Co-authored-by: andrewhumble <43395285+andrewhumble@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
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Co-authored-by: James Skinner <56730344+JSkinnerUK@users.noreply.github.com>
Co-authored-by: L. Warren Thompson <warren.thompson@zuirail.com>
Co-authored-by: L. Warren Thompson <lwarrenthompson@Warren-MBP.local>
Co-authored-by: Claude Opus 4.6 <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>
2026-04-07 22:17:43 +00:00
Matt Fiddaman
1e8ad9a89f fix loot-core version bump in generate script (#7414) 2026-04-07 22:17:18 +00:00
Matt Fiddaman
5009f01218 generate docs from release notes directly (#7408)
* move workflows to use the local actions

* generate docs from release notes directly

* note

* fix create PR workflow from SHA
2026-04-07 21:00:32 +00:00
Michael Clark
6decd9d0f6 Move view styles into view component (#7412)
* move view styles into view component

* release notes

* use viewstyles on autocomplete
2026-04-07 20:39:37 +00:00
JkBoyo
5809292579 Capture sync time for initial account linking Fixes #7282 (#7347)
* Capture sync time for initial account linking

* Fix id to point to correct id

* Add release notes

* fix indenting
2026-04-07 20:31:00 +00:00
Matiss Janis Aboltins
edc0242203 [AI] Fix CLI accounts list: compute balances, hide closed, sort by group (#7378)
* [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>
Co-authored-by: Cursor Agent <cursoragent@cursor.com>
Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
2026-04-07 19:28:46 +00:00
Matiss Janis Aboltins
4fe4421ab7 [AI] Fix crash viewing account ledger with expired recurring schedules (#7381)
* [AI] Fix crash viewing account ledger with expired recurring schedules

Guard against null return from getNextDate() when a recurring schedule
has an end date in the past and no future occurrences exist.

Fixes #7285

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* Add release notes for PR #7381

* [AI] Address code review feedback for PR #7381

Revert schedule-template.ts changes and fix test names/assertions.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* Simplify bugfix description for account ledger crash

Removed redundant information about null checks in the bugfix description.

---------

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>
2026-04-07 18:14:28 +00:00
Matiss Janis Aboltins
78739b926b [AI] Clarify that E2E encryption does not cover bank sync tokens (#7392)
* [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>
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Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
2026-04-07 17:16:19 +00:00
Matt Fiddaman
d42f6c7437 improve release notes actions (#7407)
* consolidate find-comment, post-comment into single action

* use release notes in current branch for both generation and deletion

* note
2026-04-07 17:16:14 +00:00
Matt Fiddaman
ba780514f6 prevent messages being dropped after closing last budget (#7411)
* prevent messages being dropped after closing last budget

* note
2026-04-07 17:14:28 +00:00
Trevin Chow
a84fb3dae1 Fix custom report editor retaining unsaved settings (#7356)
* Fix custom report editor retaining unsaved settings

The session storage clear condition only fired when navigating from
the /reports dashboard. Since the URL tracking runs inside the report
component, the stored URL always pointed to the last report path, so
revisiting the same report never triggered the clear.

Changed the condition to clear session storage whenever the stored URL
differs from the current path. This handles navigating from the
dashboard, from another report, or any other page.

Fixes #7332

* Add release notes for PR #7356
2026-04-07 16:37:43 +00:00
Tamás Szelei
e3dd3d1d5a Add Age of Money report (#2994) (#6685) 2026-04-07 15:05:45 +00:00
James Skinner
477b1873e2 Extend normalisation utility for non-latin diacritic character handling (#7284)
* Extend normalisation utility for non-latin diacritic character handling

* Add release note

* [autofix.ci] apply automated fixes

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-04-07 14:54:32 +00:00
dependabot[bot]
59192c9b02 Bump lodash from 4.17.23 to 4.18.1 (#7380)
* trim down some unused/unnecessary dependencies (#7350)

* fix github actions inconsistencies

* fix pinning of transitive deps in eslint-plugin

* drop use of node-fetch in api

* drop md5 dependency in favour of node:crypto

* drop slash

* drop unused top level packages

* add note about node-polyfills warning

* remove unused deps from desktop-client

* drop pegjs types

* note

* drop node-jq

* [Doc] More tour image (mostly) updates & a hotkey fix (#7328)

* 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

---------

Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com>

---------

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>

* Implement Sankey report for spent and budgeted money (#7220)

* Implement Sankey graph report

* Add release notes

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6068

* Remove local debug settings

* [autofix.ci] apply automated fixes

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6068

* Improve graphs from comments

* Fix lints

* coderabit fixes

* Fix filtering and UI enhancements

* remove pngs

* Fix typecheck

* Another type issue

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6068

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6068

* Fix strict typing issues

* Update report page

Now better conforms with components from other reports, e.g. by reusing Header
Makes it possible to display a period longer than one month.

* Change view description order

* Formatting and cleanup

* Removed difference section, as it will be difficult to get a reliable view across months

* Introduce the Timeframe param, similar to Spending report, to allow saving a Live sliding window.

* Allow filtering just the last month

* Fix linting errors

* Remove all information about income

* Remove debugging statement

* Sort categories and subcategories by amount

* Move compact mode to spreadsheet to fix Card view more easily

* Update tests file

* Add release notes

* Rename release notes to match PR#

* Fix autofix.ci issues

* Update packages/desktop-client/e2e/sankey.test.ts

Enable experimental feature fall all tests, pr. coderabbit recommendation

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

* Add sankey-card to isWidgetType

* Gate Sankey routes to prevent direct URL bypass

* Fix typo

* Change node transformation to work by key instead of name, to remove risk of duplicate issues

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

* Prevent false-positive pass in month-change test.

* Translate mode to a proper label

* Fix message for empty data

* Enabled LoadingIndicator until data is ready

* Change card default mode

* More robust filtering

* Fixed issue with budgeted spreadsheet not using 'end' date

* Allow copying SankeyCard to dashboard

* Fix typing and linting issues

* Remove e2e tests

I cannot currently get them to pass, because I dont fully understand playwright and how they are supposed to work. I can see that they don't exist for other reports. We can add them later if required.

* Remove unecessary sankey reference

* Refactor spreadsheet

* Remove dead code from SankeyGraph

* Collect to Other if too many subcategories

* Edit wrong comment

* Linting and typechecking

* Show remaining amount to budget

* Hide description on narrow device

* Add visual clue if 'To budget' is larger than 'Budgeted' and would extend below the edge of the graph

* Add colors to the links

* Fix report card showing subcategories instead of main categories

* Add tooltip info to Other on SankeyCard

* Create globalOther flag and implement greedy category reduction algorithm

* Allow user to select between Global or Per category Other

* Allow user to choose number of subcategories to show

* Allow user to select how subcategories are sorted

* Fix budget filtering

* [autofix.ci] apply automated fixes

* Condense sorting and Other-grouping to one option

* Implement Sort as budget option

* Dynamically adjust topN based on SankeyCard height

* Remove old feature flags from previous PR

---------

Co-authored-by: andrewhumble <43395285+andrewhumble@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
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Co-authored-by: youngcw <calebyoung94@gmail.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

* Fix yarn generate:icons command (#7281)

* fix icon templates with `module.exports` to `export default`

* Add `@svgr/babel-plugin-add-jsx-attribute` to dependencies

* Run `yarn generate:icons`, and set prettier singleQuote to reduce changes

* Add release note

* Add temporary fix for `SvgChartArea`

* Add `ChartArea` svg from the existing tsx

* CI rerun

* Standardise ledger scrolling when using keyboard shortcuts (#7283)

* Standardise table keyboard navigation by preventing browser scroll with arrow keys

* Add release note

* Apply the preventDefault() in specific cases so that it is not applied to default

---------

Co-authored-by: youngcw <calebyoung94@gmail.com>

* Bump lodash from 4.17.23 to 4.18.1

Bumps [lodash](https://github.com/lodash/lodash) from 4.17.23 to 4.18.1.
- [Release notes](https://github.com/lodash/lodash/releases)
- [Commits](https://github.com/lodash/lodash/compare/4.17.23...4.18.1)

---
updated-dependencies:
- dependency-name: lodash
  dependency-version: 4.18.1
  dependency-type: direct:development
...

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

* note

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
Co-authored-by: Juulz <julesmcn@gmail.com>
Co-authored-by: Pranay S <pranayritvik@gmail.com>
Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
Co-authored-by: Emil Tveden Bjerglund <emilbp@gmail.com>
Co-authored-by: andrewhumble <43395285+andrewhumble@users.noreply.github.com>
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Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
2026-04-07 10:55:46 +00:00
Matt Fiddaman
8511687da4 replace nordigen-node with our own GoCardless implementation (#7352)
* implement our own GoCardless api class

* switch the service to use the new api

* drop deps

* note

* guard against request forgery

* strip empty params from the request body, add error logging

* coderabbit suggestions

* fix test, make institution nullable
2026-04-07 10:33:04 +00:00
Matt Fiddaman
a394aa1a57 remove useless assignments to local variables (#7354)
* fixes

* note

* enforce with lint

* identical operands

* unused state

* fix unused imports in new sankey report
2026-04-07 10:32:30 +00:00
dependabot[bot]
5eaf0be744 Bump vite from 8.0.0 to 8.0.5 (#7398)
* Bump vite from 8.0.0 to 8.0.5

Bumps [vite](https://github.com/vitejs/vite/tree/HEAD/packages/vite) from 8.0.0 to 8.0.5.
- [Release notes](https://github.com/vitejs/vite/releases)
- [Changelog](https://github.com/vitejs/vite/blob/main/packages/vite/CHANGELOG.md)
- [Commits](https://github.com/vitejs/vite/commits/v8.0.5/packages/vite)

---
updated-dependencies:
- dependency-name: vite
  dependency-version: 8.0.5
  dependency-type: direct:development
...

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

* note

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2026-04-07 10:28:57 +00:00
Matt Fiddaman
bb7d7275a6 migrate actualbudget/actions to the main repo (#7406)
* migrate release note actions

* move workflows to use the local actions

* note

* fix failing cleanup in release notes action

* fix codeQL violation
2026-04-07 10:28:30 +00:00
Walter
4fe79e890b Issue 6856 crypt missing due to protocol isn't marked as secure (#7368)
* crypt missing due to protocol isn't marked as secure

* [autofix.ci] apply automated fixes

* release notes

* remove binary files

* Update upcoming-release-notes/7368.md

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

---------

Co-authored-by: Walter <walter@72:bf:48:9d:a9:b6.home>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2026-04-07 08:04:43 +00:00
Matiss Janis Aboltins
7af0910d4e [AI] Improve theme catalog responsive layout in ThemeInstaller (#7253)
* [AI] Improve theme catalog responsive layout in ThemeInstaller

* Refactor ColorPalette and ThemeInstaller components for improved layout and responsiveness

* Fix typo in Custom Reports description

* Correct category name from 'Reports' to 'Themes'

* [AI] Fix theme catalog scrollbar overlapping content

Reserve space for the scrollbar by adding right padding to catalog rows
so items don't get clipped when the list overflows.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-07 07:41:48 +00:00
Matiss Janis Aboltins
093d869bba [AI] Add .claude/worktrees directory to .gitignore (#7344)
* [AI] Add .claude/ directory to .gitignore

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* Modify .gitignore for Claude worktrees

Update .gitignore to include Claude worktrees and exclude settings.json

* Update .gitignore to include claude worktree folder

* Add .claude/settings.local.json to .gitignore

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-07 07:41:33 +00:00
Matiss Janis Aboltins
fc5f598098 docs: Add guide for self-signed SSL certificates in CLI (#7360)
* [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 #7327

https://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>
2026-04-07 07:41:22 +00:00
Matiss Janis Aboltins
799db6c496 [AI] Improve post-checkout hook to handle git worktree creation (#7393)
* [AI] Add worktree creation hook to run yarn install

Add a WorktreeCreate hook in .claude/settings.json that runs a setup
script after creating a new git worktree. The script creates a detached
worktree and runs yarn install to ensure dependencies are available.

https://claude.ai/code/session_01MjuJLWcxNU6nbWQDrgGpPr

* [AI] Move worktree setup hook to husky post-checkout for universal support

Instead of a Claude Code-specific hook, detect new worktree creation in
the existing husky post-checkout hook by checking for missing node_modules.
This works with any tool that creates git worktrees (Claude Code, Cursor,
CLI, etc.) since git runs post-checkout after worktree creation.

https://claude.ai/code/session_01MjuJLWcxNU6nbWQDrgGpPr

* Add release notes for PR #7393

* Update 7393.md

* [AI] Fix post-checkout hook to propagate yarn install failures

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>
2026-04-07 07:40:47 +00:00
Kennedy242
477fed1607 Add documentation for self-signed cert healthchecks (#7397)
* 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

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-04-07 00:09:35 +00:00
Juulz
64b2d9b31a [Docs] Tour: Update reports, payees, schedules and rules pages. (#7405)
* Improve clarity of reports documentation

Revised descriptions for built-in and custom reports for clarity and conciseness.

* Revise schedules documentation for clarity and conciseness

* Update payees management documentation for clarity

* Update wording and formatting in rules documentation

* Fix formatting issue in schedules.md

* Clarify Payees management overview

Revised the description to clarify the overview of Payees management.

* [autofix.ci] apply automated fixes

* Fix hyphenation in reports documentation

* [autofix.ci] apply automated fixes

* Update packages/docs/docs/tour/reports.md

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

* Apply suggestions from code review

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

* Update transaction rule example in documentation

* Apply suggestions from code review

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

* [autofix.ci] apply automated fixes

* Add 'PAYPAL' to spelling expectations

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
2026-04-06 22:30:38 +00:00
Juulz
5511d508ba [Docs] Tour: Move the Tour to website top level and add a sidebar for the tour (#7399)
* 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
2026-04-06 22:25:53 +00:00
Victor
59839f83e3 Proportional distribute for split transaction (#7257)
* 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>
2026-04-06 21:51:18 +00:00
Matt Fiddaman
3ec6eeabb1 add confirmation dialog when changing half-reconciled transfers (#7269)
* check paired transfer transactions for reconciliation status

* add confirm messages

* note

* bulk edit

* improve types

* add checks to individual transaction edits

* add to mobile

* wabbit
2026-04-06 21:15:23 +00:00
Lucas Alvarez
ceaf13f271 feat: Add CLP currency (#7346) 2026-04-06 21:14:54 +00:00
dependabot[bot]
8e1d4a8b27 Bump electron from 39.2.7 to 39.8.4 (#7367)
* Bump electron from 39.2.7 to 39.8.4

Bumps [electron](https://github.com/electron/electron) from 39.2.7 to 39.8.4.
- [Release notes](https://github.com/electron/electron/releases)
- [Commits](https://github.com/electron/electron/compare/v39.2.7...v39.8.4)

---
updated-dependencies:
- dependency-name: electron
  dependency-version: 39.8.4
  dependency-type: direct:development
...

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

* note

* tidy up electron dependencies

* note

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2026-04-06 21:23:27 +00:00
Matt Fiddaman
3bbcb60fe6 pin minimatch versions to resolve vulnerability reports (#7355)
* pin minimatch versions

* note
2026-04-06 21:14:38 +00:00
Juulz
c2319cdcb5 [Docs] Tour: update tour budgeting page for clarity (#7403)
* Improve clarity and formatting in budget.md

* Fix grammatical error in budget documentation

* Update packages/docs/docs/tour/budget.md

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

* Update packages/docs/docs/tour/budget.md

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

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2026-04-06 21:14:32 +00:00