[AI] Drop verbose comment on SimpleFin sync dispatch

https://claude.ai/code/session_01DNkRSgqW5JEtYpZjxvj7Bi

.devcontainer/devcontainer.json

@@ -1,7 +1,7 @@
 // For format details, see https://aka.ms/devcontainer.json. For config options, see the
 // README at: https://github.com/devcontainers/templates/tree/main/src/docker-existing-docker-compose
 {
-  "name": "Actual development",
+  "name": "Actual Devcontainer",
   "dockerComposeFile": ["../docker-compose.yml", "docker-compose.yml"],
   // Alternatively:
   // "image": "mcr.microsoft.com/devcontainers/typescript-node:0-16",

.github/actions/docs-spelling/expect.txt

@@ -44,6 +44,7 @@ CLP
 CMCIFRPAXXX
 COBADEFF
 CODEOWNERS
+Codespaces
 COEP
 commerzbank
 Copiar

packages/api/methods.test.ts

@@ -516,6 +516,29 @@ describe('API CRUD operations', () => {
     );
   });
 
+  // apis: getNote, updateNote
+  test('Notes: successfully get and update note', async () => {
+    const categories = await api.getCategories();
+    const categoryId = categories[0].id;
+
+    // No note exists initially
+    const initial = await api.getNote(categoryId);
+    expect(initial).toBeNull();
+
+    // Set a note
+    await api.updateNote(categoryId, 'Test note content');
+    const afterSet = await api.getNote(categoryId);
+    expect(afterSet).toEqual({ id: categoryId, note: 'Test note content' });
+
+    // Update the note
+    await api.updateNote(categoryId, 'Updated note content');
+    const afterUpdate = await api.getNote(categoryId);
+    expect(afterUpdate).toEqual({
+      id: categoryId,
+      note: 'Updated note content',
+    });
+  });
+
   // apis: getRules, getPayeeRules, createRule, updateRule, deleteRule
   test('Rules: successfully update rules', async () => {
     await api.createPayee({ name: 'test-payee' });

packages/api/methods.ts

@@ -13,6 +13,7 @@ import type { ImportTransactionsOpts } from '@actual-app/core/types/api-handlers
 import type { Handlers } from '@actual-app/core/types/handlers';
 import type {
   ImportTransactionEntity,
+  NoteEntity,
   RuleEntity,
   TransactionEntity,
 } from '@actual-app/core/types/models';
@@ -247,6 +248,14 @@ export function deleteCategory(
   return send('api/category-delete', { id, transferCategoryId });
 }
 
+export function getNote(id: NoteEntity['id']) {
+  return send('api/note-get', { id });
+}
+
+export function updateNote(id: NoteEntity['id'], note: NoteEntity['note']) {
+  return send('api/note-update', { id, note });
+}
+
 export function getCommonPayees() {
   return send('api/common-payees-get');
 }

packages/desktop-client/src/accounts/mutations.ts

@@ -590,6 +590,8 @@ export function useSyncAccountsMutation() {
         accountIdsToSync = accountIdsToSync.filter(
           id => !simpleFinAccounts.find(sfa => sfa.id === id),
         );
+
+        dispatch(setAccountsSyncing({ ids: accountIdsToSync }));
       }
 
       // Loop through the accounts and perform sync operation.. one by one

packages/desktop-client/src/components/common/Modal.tsx

@@ -81,7 +81,6 @@ export const Modal = ({
         inset: 0,
         zIndex: MODAL_Z_INDEX,
         fontSize: 14,
-        willChange: 'transform',
         // on mobile, we disable the blurred background for performance reasons
         ...(isNarrowWidth
           ? {

packages/desktop-client/src/components/mobile/accounts/AccountsPage.tsx

@@ -466,6 +466,7 @@ const AccountList = forwardRef<HTMLDivElement, AccountListProps>(
       <ListBox
         aria-label={ariaLabel}
         items={accounts}
+        dependencies={[syncingAccountIds, failedAccounts, updatedAccounts]}
         dragAndDropHooks={dragAndDropHooks}
         ref={ref}
         style={{

packages/desktop-client/src/components/reports/reportRanges.test.ts

@@ -1,6 +1,24 @@
 import { describe, expect, it } from 'vitest';
 
-import { calculateSpendingReportTimeRange } from './reportRanges';
+import {
+  calculateSpendingReportTimeRange,
+  calculateTimeRange,
+} from './reportRanges';
+
+// In test mode, monthUtils.currentMonth() returns '2017-01'
+describe('calculateTimeRange', () => {
+  it('keeps last month as a live time range when restoring a saved widget', () => {
+    const [start, end, mode] = calculateTimeRange({
+      start: '2016-11',
+      end: '2016-11',
+      mode: 'lastMonth',
+    });
+
+    expect(start).toBe('2016-12');
+    expect(end).toBe('2016-12');
+    expect(mode).toBe('lastMonth');
+  });
+});
 
 // In test mode, monthUtils.currentMonth() returns '2017-01'
 describe('calculateSpendingReportTimeRange', () => {

packages/desktop-client/src/components/reports/reportRanges.ts

@@ -212,6 +212,10 @@ export function calculateTimeRange(
 
     return getLatestRange(offset);
   }
+  if (mode === 'lastMonth') {
+    const lastMonth = monthUtils.subMonths(monthUtils.currentMonth(), 1);
+    return [lastMonth, lastMonth, 'lastMonth'] as const;
+  }
   if (mode === 'lastYear') {
     return [
       monthUtils.getYearStart(monthUtils.prevYear(monthUtils.currentMonth())),

packages/docs/docs/api/reference.md

@@ -87,6 +87,11 @@ import APIList from './APIList';
 "deleteSchedule"
 ]} />
 
+<APIList title="Notes" sections={[
+"getNote",
+"updateNote"
+]} />
+
 <APIList title="Misc" sections={[
 "BudgetFile",
 "initConfig",
@@ -730,6 +735,22 @@ Update fields of a rule. `fields` can specify any field described in [`Schedule`
 
 <Method name="deleteSchedule" args={[{ name: 'id', type: 'id' }]} returns="Promise<null>" />
 
+## Notes
+
+Notes can be attached to any entity (categories, budget months, etc.) by ID. They are also used to define budget templates and savings goals (e.g. `#template 250`, `#goal 1000`).
+
+#### `getNote`
+
+<Method name="getNote" args={[{ name: 'id', type: 'id' }]} returns="Promise<Note | null>" />
+
+Returns the note for the given entity ID, or `null` if no note has been set.
+
+#### `updateNote`
+
+<Method name="updateNote" args={[{ name: 'id', type: 'id' }, { name: 'note', type: 'string' }]} returns="Promise<void>" />
+
+Sets the note on the entity with the given ID. Pass an empty string to clear the note.
+
 ## Misc
 
 #### BudgetFile

packages/docs/docs/contributing/development-setup.md

@@ -6,6 +6,10 @@ This guide will help you set up your development environment for contributing to
 
 ## Prerequisites
 
+:::tip
+If you prefer not to install Node and Yarn locally, you can use the [Dev Container](#dev-container) or run [Docker Compose](#docker-compose) directly.
+:::
+
 Before you begin, ensure you have the following installed:
 
 - **Node.js**: Version 22 or greater. You can download it from the [Node.js website](https://nodejs.org/en/download) (we recommend the LTS version).
@@ -39,6 +43,34 @@ Before you begin, ensure you have the following installed:
    yarn typecheck
    ```
 
+## Dev Container
+
+The repo includes a [`.devcontainer/`](https://github.com/actualbudget/actual/tree/master/.devcontainer) configuration that follows the [Dev Containers spec](https://containers.dev/). Any tool that supports the spec can use it — for example VS Code or Cursor (with the [Dev Containers extension](https://marketplace.visualstudio.com/items?itemName=ms-vscode-remote.remote-containers)), JetBrains IDEs (via Gateway), GitHub Codespaces, or the [`@devcontainers/cli`](https://github.com/devcontainers/cli).
+
+In an editor that supports the spec, open the cloned repo and accept the **Reopen in Container** prompt (or run the equivalent command from your editor's command palette). The container will build, `yarn install` will run automatically via `postCreateCommand`, and you'll be dropped into a shell with the toolchain ready.
+
+To start the dev server, open a terminal inside the container and run:
+
+```bash
+yarn start
+```
+
+The dev server will be available at `http://localhost:3001/`. Most editors automatically forward the port from the container to your host.
+
+## Docker Compose
+
+For other editors, run from the repo root:
+
+```bash
+docker compose up --build
+```
+
+This starts a container that runs `yarn start:browser` on port 3001. Open `http://localhost:3001/` in your browser.
+
+:::note
+The container mounts your repo at `/app`. If you've already run `yarn install` on your host, the native modules (`better-sqlite3`, `bcrypt`, `electron`, `sharp`) will be compiled for your host OS and won't work inside the Linux container. Either delete `node_modules/` first and let the container reinstall, or run the dev container path above (which rebuilds them automatically).
+:::
+
 ## Essential Development Commands
 
 All commands should be run from the **root directory** of the repository. Never run yarn commands from child workspace directories.

packages/loot-core/src/server/api.ts

@@ -707,6 +707,16 @@ handlers['api/category-delete'] = withMutation(async function ({
   });
 });
 
+handlers['api/note-get'] = async function ({ id }) {
+  checkFileOpen();
+  return handlers['notes-get']({ id });
+};
+
+handlers['api/note-update'] = withMutation(async function ({ id, note }) {
+  checkFileOpen();
+  return handlers['notes-save']({ id, note });
+});
+
 handlers['api/common-payees-get'] = async function () {
   checkFileOpen();
   const payees = await handlers['common-payees-get']();

packages/loot-core/src/server/notes/app.ts

@@ -7,12 +7,20 @@ import type { NoteEntity } from '#types/models';
 export type NotesHandlers = {
   'notes-save': typeof updateNotes;
   'notes-save-undoable': typeof updateNotes;
+  'notes-get': (arg: Pick<NoteEntity, 'id'>) => Promise<NoteEntity | null>;
 };
 
 export const app = createApp<NotesHandlers>();
 app.method('notes-save', updateNotes);
 app.method('notes-save-undoable', mutator(undoable(updateNotes)));
+app.method('notes-get', getNote);
 
 async function updateNotes({ id, note }: NoteEntity) {
   await db.update('notes', { id, note });
 }
+
+async function getNote({
+  id,
+}: Pick<NoteEntity, 'id'>): Promise<NoteEntity | null> {
+  return db.first<NoteEntity>('SELECT id, note FROM notes WHERE id = ?', [id]);
+}

packages/loot-core/src/types/api-handlers.ts

@@ -19,6 +19,7 @@ import type {
   ImportTransactionEntity,
   NearbyPayeeEntity,
   NewRuleEntity,
+  NoteEntity,
   PayeeEntity,
   PayeeLocationEntity,
   RuleEntity,
@@ -195,6 +196,10 @@ export type ApiHandlers = {
     transferCategoryId?: APICategoryEntity['id'];
   }) => Promise<void>;
 
+  'api/note-get': (arg: Pick<NoteEntity, 'id'>) => Promise<NoteEntity | null>;
+
+  'api/note-update': (arg: NoteEntity) => Promise<void>;
+
   'api/payees-get': () => Promise<APIPayeeEntity[]>;
 
   'api/common-payees-get': () => Promise<APIPayeeEntity[]>;

upcoming-release-notes/7729.md

@@ -0,0 +1,6 @@
+---
+category: Maintenance
+authors: [nikhilweee]
+---
+
+Document the Dev Container and Docker Compose options as alternatives to local Node and Yarn setup in the contributor development-setup guide.

upcoming-release-notes/7760.md

@@ -0,0 +1,6 @@
+---
+category: Bugfixes
+authors: [totallynotjon]
+---
+
+Fix sporadic text blur in modals by removing unnecessary `will-change: transform` on the modal overlay.

upcoming-release-notes/7768.md

@@ -0,0 +1,6 @@
+---
+category: Bugfixes
+authors: [ADGJSD]
+---
+
+Fix dashboard report widgets saved with the "Last month" live range restoring as static.

upcoming-release-notes/7769.md

@@ -0,0 +1,6 @@
+---
+category: Enhancements
+authors: [whlapinel]
+---
+
+Add `getNote` and `updateNote` to the public `@actual-app/api`, enabling programmatic read/write of category notes (templates, goals, etc.) without internal API access.

upcoming-release-notes/7784.md

@@ -0,0 +1,6 @@
+---
+category: Bugfixes
+authors: [MatissJanis]
+---
+
+Fix mobile bank sync indicators not updating live during sync.

yarn.lock

@@ -791,7 +791,7 @@ __metadata:
   languageName: node
   linkType: hard
 
-"@babel/helper-module-transforms@npm:^7.27.1, @babel/helper-module-transforms@npm:^7.28.3, @babel/helper-module-transforms@npm:^7.28.6":
+"@babel/helper-module-transforms@npm:^7.27.1, @babel/helper-module-transforms@npm:^7.28.6":
   version: 7.28.6
   resolution: "@babel/helper-module-transforms@npm:7.28.6"
   dependencies:
@@ -820,6 +820,13 @@ __metadata:
   languageName: node
   linkType: hard
 
+"@babel/helper-plugin-utils@npm:^7.28.6":
+  version: 7.28.6
+  resolution: "@babel/helper-plugin-utils@npm:7.28.6"
+  checksum: 10/21c853bbc13dbdddf03309c9a0477270124ad48989e1ad6524b83e83a77524b333f92edd2caae645c5a7ecf264ec6d04a9ebe15aeb54c7f33c037b71ec521e4a
+  languageName: node
+  linkType: hard
+
 "@babel/helper-remap-async-to-generator@npm:^7.27.1":
   version: 7.27.1
   resolution: "@babel/helper-remap-async-to-generator@npm:7.27.1"
@@ -1352,16 +1359,16 @@ __metadata:
   linkType: hard
 
 "@babel/plugin-transform-modules-systemjs@npm:^7.28.5":
-  version: 7.28.5
-  resolution: "@babel/plugin-transform-modules-systemjs@npm:7.28.5"
+  version: 7.29.4
+  resolution: "@babel/plugin-transform-modules-systemjs@npm:7.29.4"
   dependencies:
-    "@babel/helper-module-transforms": "npm:^7.28.3"
-    "@babel/helper-plugin-utils": "npm:^7.27.1"
+    "@babel/helper-module-transforms": "npm:^7.28.6"
+    "@babel/helper-plugin-utils": "npm:^7.28.6"
     "@babel/helper-validator-identifier": "npm:^7.28.5"
-    "@babel/traverse": "npm:^7.28.5"
+    "@babel/traverse": "npm:^7.29.0"
   peerDependencies:
     "@babel/core": ^7.0.0-0
-  checksum: 10/1b91b4848845eaf6e21663d97a2a6c896553b127deaf3c2e9a2a4f041249277d13ebf71fd42d0ecbc4385e9f76093eff592fe0da0dcf1401b3f38c1615d8c539
+  checksum: 10/79269e6ec8ec831bb63bf1c7cc1a980e28da785e92b36d42612f0139e4044499b99aa109fca849e1a156c092aabf6c24d145f4cabf2ac9ea84ef468852fe4c03
   languageName: node
   linkType: hard
 
@@ -16279,9 +16286,9 @@ __metadata:
   linkType: hard
 
 "fast-uri@npm:^3.0.1":
-  version: 3.1.0
-  resolution: "fast-uri@npm:3.1.0"
-  checksum: 10/818b2c96dc913bcf8511d844c3d2420e2c70b325c0653633f51821e4e29013c2015387944435cd0ef5322c36c9beecc31e44f71b257aeb8e0b333c1d62bb17c2
+  version: 3.1.2
+  resolution: "fast-uri@npm:3.1.2"
+  checksum: 10/1dff04865b2a38d3e0659deadfbf72efdf83a776bfbf9667e4aa9e5a3ec31bc341cda9622136b32b7652a857c8ba11896794186e8f876f8b2b72731fce8622f6
   languageName: node
   linkType: hard