[AI] Fix applyAppUpdate hanging in dev mode

In dev mode browser-preload's updateSW was () => undefined, so
applyAppUpdate() — which calls updateSW() and then awaits a
deliberately never-resolving promise (waiting for the SW-driven page
reload) — hung the renderer instead of refreshing. In prod the page
is replaced by the new service worker, so the never-resolving await is
fine. The dev path now triggers a plain window.location.reload() so
the page reloads and the never-settling await is irrelevant, matching
prod's effective behaviour.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

.coderabbit.yaml

@@ -1,6 +1,6 @@
 issue_enrichment:
   auto_enrich:
-    enabled: false
+    enabled: true
 reviews:
   request_changes_workflow: true
   review_status: false
@@ -13,8 +13,6 @@ reviews:
       mode: off
       enabled: false
   labeling_instructions:
-    - label: 'suspect ai generated'
-      instructions: 'This issue or PR is suspected to be generated by AI.'
     - label: 'API'
       instructions: 'This issue or PR updates the API in `packages/api`.'
     - label: 'documentation'

.cursor/rules/pr-and-commit.mdc

@@ -0,0 +1,74 @@
+---
+description: Rules for AI-generated commits and pull requests
+globs:
+alwaysApply: true
+---
+
+# PR and Commit Rules for AI Agents
+
+Canonical source: `.github/agents/pr-and-commit-rules.md`
+
+## Commit Rules
+
+### [AI] Prefix Requirement
+
+**ALL commit messages MUST be prefixed with `[AI]`.** This is a mandatory requirement with no exceptions.
+
+**Examples:**
+
+- `[AI] Fix type error in account validation`
+- `[AI] Add support for new transaction categories`
+- `Fix type error in account validation` (MISSING PREFIX - NOT ALLOWED)
+- `Add support for new transaction categories` (MISSING PREFIX - NOT ALLOWED)
+
+### Git Safety Rules
+
+- **Never** update git config
+- **Never** run destructive git operations (force push, hard reset) unless the user explicitly requests it
+- **Never** skip hooks (`--no-verify`, `--no-gpg-sign`)
+- **Never** force push to `main`/`master`
+- **Never** commit unless explicitly asked by the user
+
+## Pre-Commit Quality Checklist
+
+Before committing, ensure all of the following:
+
+- [ ] Commit message is prefixed with `[AI]`
+- [ ] `yarn typecheck` passes
+- [ ] `yarn lint:fix` has been run
+- [ ] Relevant tests pass
+- [ ] User-facing strings are translated
+- [ ] Code style conventions followed (see `AGENTS.md` for full style guide)
+
+## Pull Request Rules
+
+### [AI] Prefix Requirement
+
+**ALL pull request titles MUST be prefixed with `[AI]`.** This is a mandatory requirement with no exceptions.
+
+**Examples:**
+
+- `[AI] Fix type error in account validation`
+- `[AI] Add support for new transaction categories`
+- `Fix type error in account validation` (MISSING PREFIX - NOT ALLOWED)
+
+### Labels
+
+Add the **"AI generated"** label to all AI-created pull requests.
+
+### PR Template: Do Not Fill In
+
+- **NEVER fill in the PR template** (`.github/PULL_REQUEST_TEMPLATE.md`). Leave all blank spaces and placeholder comments as-is.
+- **Exception**: If a human **explicitly asks** you to fill out the PR template, then fill it out **in Chinese** (简体中文).
+
+## Quick-Reference Workflow
+
+1. Make your changes
+2. Run `yarn typecheck` — fix any errors
+3. Run `yarn lint:fix` — fix any remaining lint errors
+4. Run relevant tests (`yarn test` for all, or workspace-specific)
+5. Stage files and commit with `[AI]` prefix — do not skip hooks
+6. When creating a PR:
+   - Use `[AI]` prefix in the title
+   - Add the `"AI generated"` label
+   - Leave the PR template blank (do not fill it in)

.dockerignore

@@ -1,8 +1,6 @@
-node_modules
-user-files
-server-files
-
-# Yarn
+**/node_modules
+.git
+.lage
 .pnp.*
 .yarn/*
 !.yarn/patches

.github/ISSUE_TEMPLATE/bug-report.yml

@@ -8,35 +8,66 @@ body:
     attributes:
       value: |
         Thanks for taking the time to fill out this bug report! Please ensure you provide as much information as possible to better assist in confirming and identifying a fix for the bug.
+
+        ⚠️ **CRITICAL:** Bug reports without clear, step-by-step reproduction instructions will be closed. We cannot investigate or fix bugs without being able to reproduce them. Please take the time to provide detailed reproduction steps.
   - type: markdown
     attributes:
       value: |
         **IMPORTANT:** we use GitHub Issues only for BUG REPORTS and FEATURE REQUESTS. If you are looking for help/support - please reach out to the [community on Discord](https://discord.gg/pRYNYr4W5A). All non-bug and non-feature-request issues will be closed.
 
         **Bank-sync problems (SimpleFin / GoCardless)?** Reach out via the [community Discord](https://discord.gg/pRYNYr4W5A) first and open an issue only if the community deems the issue to be a legitimate bug in Actual.
-  - type: checkboxes
-    id: existing-issue
-    attributes:
-      label: 'Verified issue does not already exist?'
-      description: 'Please search to see if an issue already exists for the issue you encountered.'
-      options:
-        - label: 'I have searched and found no existing issue'
-          required: true
   - type: textarea
     id: what-happened
     attributes:
       label: What happened?
-      description: Also tell us, what did you expect to happen? If you're reporting an issue with imports, please attach a (redacted) version of the file you're having trouble importing. You may need to zip it before uploading.
-      placeholder: Tell us what you see!
-      value: 'A bug happened!'
+      description: |
+        Describe the bug clearly and concisely. Include:
+        - What you were trying to do
+        - What you expected to happen
+        - What actually happened instead
+        - Any error messages (copy/paste the exact text)
+
+        If you're reporting an issue with imports, please include a (redacted) version of the file, and a screenshot of the import screen. You may need to zip it before uploading.
+      placeholder: |
+        I was trying to [action] when [context].
+        Expected: [expected behavior]
+        Actual: [actual behavior]
+        Error message: [if any]
     validations:
       required: true
+  - type: markdown
+    attributes:
+      value: |
+        ## Reproduction Steps
+
+        **REQUIRED:** Without clear reproduction steps, we cannot investigate or fix the bug. Please provide detailed, step-by-step instructions that anyone can follow to reproduce the issue.
   - type: textarea
     id: reproduction
     attributes:
       label: How can we reproduce the issue?
-      description: Please give step-by-step instructions on how to reproduce the issue. In most cases this might also require uploading a sample budget/import file.
-      value: 'How can we reproduce the issue?'
+      description: |
+        **This field is mandatory and must be filled out completely.**
+
+        Provide numbered, step-by-step instructions that allow us to reproduce the bug. Include:
+        - Specific actions you took (e.g., "Click on the Budget tab", "Enter $100 in the amount field")
+        - What you expected to happen
+        - What actually happened instead
+
+        Example format:
+        1. Navigate to [specific page/section]
+        2. Click on [specific button/link]
+        3. Enter [specific data] in [specific field]
+        4. Click [action]
+        5. Observe [expected vs actual behavior]
+
+        If the issue involves importing data, please attach a (redacted) sample file. You may need to zip it before uploading.
+      placeholder: |
+        1. Go to [specific location]
+        2. Click [specific element]
+        3. Enter [specific data]
+        4. Click [action]
+        5. Expected: [what should happen]
+           Actual: [what actually happens]
     validations:
       required: true
   - type: markdown

.github/PULL_REQUEST_TEMPLATE.md

@@ -1 +1,21 @@
-<!-- Thank you for submitting a pull request! Make sure to follow the instructions to write release notes for your PR — it should only take a minute or two: https://github.com/actualbudget/docs#writing-good-release-notes. Try running yarn generate:release-notes *before* pushing your PR for an interactive experience. -->
+<!-- Thank you for submitting a pull request! Make sure to follow the instructions to write release notes for your PR — it should only take a minute or two: https://actualbudget.org/docs/contributing/#writing-good-release-notes. Try running yarn generate:release-notes *before* pushing your PR for an interactive experience. -->
+
+## Description
+
+<!-- What does this PR do? Why is it needed? Please give context on the "why?": why do we need this change? What problem is it solving for you?-->
+
+## Related issue(s)
+
+<!-- e.g. Fixes #123, Relates to #456 -->
+
+## Testing
+
+<!-- What did you test? How can we reproduce the issue you are fixing or how can we test the feature you built? -->
+
+## Checklist
+
+- [ ] Release notes added (see link above)
+- [ ] No obvious regressions in affected areas
+- [ ] Self-review has been performed - I understand what each change in the code does and why it is needed
+
+<!--- actual-bot-sections --->

.github/actions/ai-generated-release-notes/check-release-notes-exists.js

@@ -74,4 +74,4 @@ async function checkReleaseNotesExists() {
   }
 }
 
-checkReleaseNotesExists();
+void checkReleaseNotesExists();

.github/actions/ai-generated-release-notes/comment-on-pr.js

@@ -74,4 +74,4 @@ async function commentOnPR() {
   }
 }
 
-commentOnPR();
+void commentOnPR();

.github/actions/ai-generated-release-notes/create-release-notes-file.js

@@ -16,14 +16,19 @@ if (!token || !repo || !issueNumber || !summaryDataJson || !category) {
 const [owner, repoName] = repo.split('/');
 const octokit = new Octokit({ auth: token });
 
+const VALID_CATEGORIES = [
+  'Features',
+  'Bugfixes',
+  'Enhancements',
+  'Maintenance',
+];
+const GITHUB_USERNAME_RE =
+  /^[a-zA-Z0-9](?:[a-zA-Z0-9]|-(?=[a-zA-Z0-9])){0,38}$/;
+
 async function createReleaseNotesFile() {
   try {
     const summaryData = JSON.parse(summaryDataJson);
 
-    console.log('Debug - Category value:', category);
-    console.log('Debug - Category type:', typeof category);
-    console.log('Debug - Category JSON stringified:', JSON.stringify(category));
-
     if (!summaryData) {
       console.log('No summary data available, cannot create file');
       return;
@@ -34,26 +39,62 @@ async function createReleaseNotesFile() {
       return;
     }
 
-    // Create file content - ensure category is not quoted
+    // Normalize category - strip surrounding quotes and validate against allow-list
     const cleanCategory =
       typeof category === 'string'
         ? category.replace(/^["']|["']$/g, '')
         : category;
-    console.log('Debug - Clean category:', cleanCategory);
+
+    if (!VALID_CATEGORIES.includes(cleanCategory)) {
+      console.log(
+        `Invalid category "${cleanCategory}". Must be one of: ${VALID_CATEGORIES.join(', ')}`,
+      );
+      return;
+    }
+
+    // Validate author is a plausible GitHub username
+    const author = String(summaryData.author || '');
+    if (!GITHUB_USERNAME_RE.test(author)) {
+      console.log(
+        `Invalid author "${author}", aborting release notes creation`,
+      );
+      return;
+    }
+
+    // Normalize summary: collapse whitespace to a single line so it cannot
+    // introduce extra YAML frontmatter or break the markdown structure.
+    const cleanSummary = String(summaryData.summary || '')
+      .replace(/\s+/g, ' ')
+      .trim();
+    if (!cleanSummary) {
+      console.log('Empty summary, aborting release notes creation');
+      return;
+    }
+
+    // Validate PR number - must be a positive integer. The value comes from
+    // the GitHub API, but we harden it because it's used to build a file path
+    // and a commit message.
+    const validatedPrNumber = Number(summaryData.prNumber);
+    if (!Number.isInteger(validatedPrNumber) || validatedPrNumber <= 0) {
+      console.log(
+        `Invalid PR number "${summaryData.prNumber}", aborting release notes creation`,
+      );
+      return;
+    }
 
     const fileContent = `---
 category: ${cleanCategory}
-authors: [${summaryData.author}]
+authors: [${author}]
 ---
 
-${summaryData.summary}
+${cleanSummary}
 `;
 
-    const fileName = `upcoming-release-notes/${summaryData.prNumber}.md`;
+    const fileName = `upcoming-release-notes/${validatedPrNumber}.md`;
 
-    console.log(`Creating release notes file: ${fileName}`);
-    console.log('File content:');
-    console.log(fileContent);
+    console.log(
+      `Creating release notes file: ${fileName} (category: ${cleanCategory}, author: ${author})`,
+    );
 
     // Get PR info
     const { data: pr } = await octokit.rest.pulls.get({
@@ -75,7 +116,7 @@ ${summaryData.summary}
       owner: headOwner,
       repo: headRepo,
       path: fileName,
-      message: `Add release notes for PR #${summaryData.prNumber}`,
+      message: `Add release notes for PR #${validatedPrNumber}`,
       content: Buffer.from(fileContent).toString('base64'),
       branch: prBranch,
       committer: {
@@ -94,4 +135,4 @@ ${summaryData.summary}
   }
 }
 
-createReleaseNotesFile();
+void createReleaseNotesFile();

.github/actions/ai-generated-release-notes/generate-summary.js

@@ -25,8 +25,6 @@ try {
     process.exit(0);
   }
 
-  console.log('CodeRabbit comment body:', commentBody);
-
   const data = JSON.stringify({
     model: 'gpt-4o-mini',
     messages: [

.github/actions/ai-generated-release-notes/pr-details.js

@@ -37,19 +37,57 @@ async function getPRDetails() {
     console.log('- PR Author:', pr.user.login);
     console.log('- PR Title:', pr.title);
     console.log('- Base Branch:', pr.base.ref);
+    console.log('- Head Branch:', pr.head.ref);
+
+    // Fetch all changed files to detect docs-only PRs
+    const files = await octokit.paginate(octokit.rest.pulls.listFiles, {
+      owner,
+      repo: repoName,
+      pull_number: issueNumber,
+      per_page: 100,
+    });
+
+    const changedFiles = files.map(f => f.filename);
+    const isDocsOnly =
+      changedFiles.length > 0 &&
+      changedFiles.every(file => file.startsWith('packages/docs/'));
+
+    console.log('- Changed Files:', changedFiles.length);
+    console.log('- Is Docs Only:', isDocsOnly);
 
     const result = {
       number: pr.number,
       author: pr.user.login,
       title: pr.title,
       baseBranch: pr.base.ref,
+      headBranch: pr.head.ref,
     };
 
+    let eligible = true;
+    if (pr.base.ref !== 'master') {
+      console.log(
+        'PR does not target master branch, skipping release notes generation',
+      );
+      eligible = false;
+    } else if (pr.head.ref.startsWith('release/')) {
+      console.log(
+        'PR head branch is a release branch, skipping release notes generation',
+      );
+      eligible = false;
+    } else if (isDocsOnly) {
+      console.log(
+        'PR only changes documentation, skipping release notes generation',
+      );
+      eligible = false;
+    }
+
     setOutput('result', JSON.stringify(result));
+    setOutput('eligible', JSON.stringify(eligible));
   } catch (error) {
     console.log('Error getting PR details:', error.message);
     console.log('Stack:', error.stack);
     setOutput('result', 'null');
+    setOutput('eligible', 'false');
     process.exit(1);
   }
 }
@@ -58,5 +96,6 @@ getPRDetails().catch(error => {
   console.log('Unhandled error:', error.message);
   console.log('Stack:', error.stack);
   setOutput('result', 'null');
+  setOutput('eligible', 'false');
   process.exit(1);
 });

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

@@ -68,7 +68,6 @@ ignore$
 ^\Qsrc/\E$
 ^\Qstatic/\E$
 ^\Q.github/\E$
-(?:^|/)package(?:-lock|)\.json$
 (?:^|/)yarn\.lock$
 (?:^|/)(?i)docusaurus.config.js
 (?:^|/)(?i)README.md

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

@@ -2,7 +2,9 @@ Abanca
 ABNAMRO
 ABNANL
 Activo
+actualrc
 AESUDEF
+ajv
 ALZEY
 Anglais
 ANZ
@@ -31,6 +33,7 @@ CAGLPTPL
 Caixa
 CAMT
 cashflow
+Catppuccin
 Cetelem
 cimode
 Citi
@@ -58,6 +61,7 @@ Dockerfiles
 Dominguez
 DUSSDEDDXXX
 DUSSELDORF
+ecf
 EDATE
 ENTERCARD
 Entra
@@ -123,6 +127,7 @@ Moldovan
 murmurhash
 NETWORKDAYS
 nginx
+nodenext
 OIDC
 Okabe
 overbudgeted
@@ -130,12 +135,12 @@ overbudgeting
 oxc
 Paribas
 passwordless
+PAYPAL
+picomatch
 pluggyai
 Poste
 PPABPLPK
 prefs
-Primoco
-Priotecs
 proactively
 Qatari
 QNTOFRP
@@ -166,12 +171,14 @@ SWEDBANK
 SWEDNOKK
 Synology
 systemctl
-tada
 taskbar
 templating
 THB
+TIMEFRAME
 touchscreen
 triaging
+tsgo
+TWD
 UAH
 ubuntu
 undici

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

@@ -79,3 +79,6 @@
 
 # allowlist specific non-English words with non-ASCII characters
 \b(Länsförsäkringar|München|Złoty)\b
+
+# allowlist specific proper nouns
+\b(CodeRabbit)\b

.github/actions/release-notes/check/action.yml

@@ -0,0 +1,17 @@
+name: Check release notes
+description: Validate that a PR includes a properly formatted release note file
+
+runs:
+  using: composite
+  steps:
+    - uses: actions/setup-node@53b83947a5a98c8d113130e565377fae1a50d02f # v6.3.0
+      with:
+        node-version: 22
+    - name: Install dependencies
+      shell: bash
+      run: yarn workspaces focus @actual-app/ci-actions
+    - name: Check release notes
+      env:
+        PR_NUMBER: ${{ github.event.pull_request.number }}
+      shell: bash
+      run: node packages/ci-actions/bin/release-notes-check.mjs

.github/actions/release-notes/generate/action.yml

@@ -0,0 +1,17 @@
+name: Generate release notes
+description: Generate release documentation from release note files
+
+runs:
+  using: composite
+  steps:
+    - uses: actions/setup-node@53b83947a5a98c8d113130e565377fae1a50d02f # v6.3.0
+      with:
+        node-version: 22
+    - name: Install dependencies
+      shell: bash
+      run: yarn workspaces focus actual @actual-app/ci-actions
+    - name: Generate release notes
+      shell: bash
+      env:
+        GITHUB_TOKEN: ${{ github.token }}
+      run: node packages/ci-actions/bin/release-notes-generate.mjs

.github/actions/setup/action.yml

@@ -15,7 +15,7 @@ runs:
   using: composite
   steps:
     - name: Install node
-      uses: actions/setup-node@2028fbc5c25fe9cf00d9f06a71cc4710d4507903 # v6.0.0
+      uses: actions/setup-node@53b83947a5a98c8d113130e565377fae1a50d02f # v6.3.0
       with:
         node-version: 22
     - name: Install yarn
@@ -27,7 +27,7 @@ runs:
       run: echo "version=$(node -v)" >> "$GITHUB_OUTPUT"
       shell: bash
     - name: Cache
-      uses: actions/cache@0057852bfaa89a56745cba8c7296529d2fc39830 # v4.3.0
+      uses: actions/cache@cdf6c1fa76f9f475f3d7449005a359c84ca0f306 # v5.0.3
       id: cache
       with:
         path: ${{ format('{0}/**/node_modules', inputs.working-directory) }}
@@ -36,7 +36,7 @@ runs:
       run: mkdir -p ${{ format('{0}/.lage', inputs.working-directory) }}
       shell: bash
     - name: Cache Lage
-      uses: actions/cache@0057852bfaa89a56745cba8c7296529d2fc39830 # v4.3.0
+      uses: actions/cache@cdf6c1fa76f9f475f3d7449005a359c84ca0f306 # v5.0.3
       with:
         path: ${{ format('{0}/.lage', inputs.working-directory) }}
         key: lage-${{ runner.os }}-${{ github.sha }}
@@ -48,12 +48,13 @@ runs:
       shell: bash
       if: steps.cache.outputs.cache-hit != 'true'
     - name: Download translations
-      uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+      uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
       with:
         repository: actualbudget/translations
         path: ${{ inputs.working-directory }}/packages/desktop-client/locale
-      if: ${{ inputs.download-translations == 'true' }}
+        persist-credentials: false
+      if: ${{ inputs.download-translations == 'true' && !env.ACT }}
     - name: Remove untranslated languages
       run: packages/desktop-client/bin/remove-untranslated-languages
       shell: bash
-      if: ${{ inputs.download-translations == 'true' }}
+      if: ${{ inputs.download-translations == 'true' && !env.ACT }}

.github/agents/pr-and-commit-rules.md

@@ -0,0 +1,70 @@
+# PR and Commit Rules for AI Agents
+
+This is the single source of truth for all commit and pull request rules that AI agents must follow when working with Actual Budget.
+
+## Commit Rules
+
+### [AI] Prefix Requirement
+
+**ALL commit messages MUST be prefixed with `[AI]`.** This is a mandatory requirement with no exceptions.
+
+**Examples:**
+
+- `[AI] Fix type error in account validation`
+- `[AI] Add support for new transaction categories`
+- `Fix type error in account validation` (MISSING PREFIX - NOT ALLOWED)
+- `Add support for new transaction categories` (MISSING PREFIX - NOT ALLOWED)
+
+### Git Safety Rules
+
+- **Never** update git config
+- **Never** run destructive git operations (force push, hard reset) unless the user explicitly requests it
+- **Never** skip hooks (`--no-verify`, `--no-gpg-sign`)
+- **Never** force push to `main`/`master`
+- **Never** commit unless explicitly asked by the user
+
+## Pre-Commit Quality Checklist
+
+Before committing, ensure all of the following:
+
+- [ ] Commit message is prefixed with `[AI]`
+- [ ] `yarn typecheck` passes
+- [ ] `yarn lint:fix` has been run
+- [ ] Relevant tests pass
+- [ ] User-facing strings are translated
+- [ ] Code style conventions followed (see `AGENTS.md` for full style guide)
+
+## Pull Request Rules
+
+### [AI] Prefix Requirement
+
+**ALL pull request titles MUST be prefixed with `[AI]`.** This is a mandatory requirement with no exceptions.
+
+**Examples:**
+
+- `[AI] Fix type error in account validation`
+- `[AI] Add support for new transaction categories`
+- `Fix type error in account validation` (MISSING PREFIX - NOT ALLOWED)
+
+### Labels
+
+Add the **"AI generated"** label to all AI-created pull requests. This helps maintainers understand the nature of the contribution.
+
+### PR Template: Do Not Fill In
+
+- **NEVER fill in the PR template** (`.github/PULL_REQUEST_TEMPLATE.md`). Leave all blank spaces and placeholder comments as-is. Humans are expected to fill in the Description, Related issue(s), Testing, and Checklist sections.
+- **Exception**: If a human **explicitly asks** you to fill out the PR template, then fill it out **in Chinese**, using Chinese characters (简体中文) for all content you add.
+
+## Quick-Reference Workflow
+
+Follow these steps when committing and creating PRs:
+
+1. Make your changes
+2. Run `yarn typecheck` — fix any errors
+3. Run `yarn lint:fix` — fix any remaining lint errors
+4. Run relevant tests (`yarn test` for all, or workspace-specific)
+5. Stage files and commit with `[AI]` prefix — do not skip hooks
+6. When creating a PR:
+   - Use `[AI]` prefix in the title
+   - Add the `"AI generated"` label
+   - Leave the PR template blank (do not fill it in)

.github/scripts/count-points.mjs

@@ -8,6 +8,13 @@ const CONFIG = {
   POINTS_PER_ISSUE_TRIAGE_ACTION: 1,
   POINTS_PER_ISSUE_CLOSING_ACTION: 1,
   POINTS_PER_RELEASE_PR: 4, // Awarded to whoever merges the release PR
+  PR_CONTRIBUTION_POINTS: [
+    { categories: ['Features'], points: 2 },
+    { categories: ['Enhancements'], points: 2 },
+    { categories: ['Bugfixes', 'Bugfix'], points: 3 },
+    { categories: ['Maintenance'], points: 2 },
+    { categories: ['Unknown'], points: 2 },
+  ],
   // Point tiers for code changes (non-docs)
   CODE_PR_REVIEW_POINT_TIERS: [
     { minChanges: 500, points: 8 },
@@ -28,9 +35,80 @@ const CONFIG = {
     'release-notes/**/*',
     'upcoming-release-notes/**/*',
   ],
-  DOCS_FILES_PATTERN: 'packages/docs/**/*',
+  DOCS_FILES_PATTERNS: [
+    'packages/docs/**/*',
+    '!packages/docs/package.json',
+    '.github/actions/docs-spelling/*',
+  ],
 };
 
+/**
+ * Parse category from release notes file content.
+ * @param {string} content - The content of the release notes file.
+ * @returns {string|null} The category or null if not found.
+ */
+function parseReleaseNotesCategory(content) {
+  if (!content) return null;
+
+  // Extract YAML front matter
+  const frontMatterMatch = content.match(/^---\s*\n([\s\S]*?)\n---/);
+  if (!frontMatterMatch) return null;
+
+  // Extract category from front matter
+  const categoryMatch = frontMatterMatch[1].match(/^category:\s*(.+)$/m);
+  if (!categoryMatch) return null;
+
+  return categoryMatch[1].trim();
+}
+
+/**
+ * Get the category and points for a PR by reading its release notes file.
+ * @param {Octokit} octokit - The Octokit instance.
+ * @param {string} owner - Repository owner.
+ * @param {string} repo - Repository name.
+ * @param {string|null} releaseNoteBlobSha - The blob SHA of the release notes file, or null if not found.
+ * @returns {Promise<Object>} Object with category and points.
+ */
+async function getPRCategoryAndPoints(
+  octokit,
+  owner,
+  repo,
+  releaseNoteBlobSha,
+) {
+  try {
+    if (releaseNoteBlobSha) {
+      const { data: blob } = await octokit.git.getBlob({
+        owner,
+        repo,
+        file_sha: releaseNoteBlobSha,
+      });
+
+      const content = Buffer.from(blob.content, 'base64').toString('utf-8');
+      const category = parseReleaseNotesCategory(content);
+      const tier = CONFIG.PR_CONTRIBUTION_POINTS.find(e =>
+        e.categories.includes(category),
+      );
+
+      if (tier) {
+        return {
+          category,
+          points: tier.points,
+        };
+      }
+    }
+  } catch {
+    // Do nothing
+  }
+
+  const unknownTier = CONFIG.PR_CONTRIBUTION_POINTS.find(e =>
+    e.categories.includes('Unknown'),
+  );
+  return {
+    category: 'Unknown',
+    points: unknownTier.points,
+  };
+}
+
 /**
  * Get the start and end dates for the last month.
  * @returns {Object} An object containing the start and end dates.
@@ -89,6 +167,7 @@ async function countContributorPoints() {
       {
         codeReviews: [], // Will store objects with PR number and points for main repo changes
         docsReviews: [], // Will store objects with PR number and points for docs changes
+        prContributions: [], // Will store objects with PR number, category, and points for PR author contributions
         labelRemovals: [],
         issueClosings: [],
         points: 0,
@@ -152,13 +231,25 @@ async function countContributorPoints() {
             ),
         );
 
-        const docsFiles = filteredFiles.filter(file =>
-          minimatch(file.filename, CONFIG.DOCS_FILES_PATTERN, { dot: true }),
-        );
-        const codeFiles = filteredFiles.filter(
-          file =>
-            !minimatch(file.filename, CONFIG.DOCS_FILES_PATTERN, { dot: true }),
-        );
+        const isDocsFile = file => {
+          const positivePatterns = CONFIG.DOCS_FILES_PATTERNS.filter(
+            p => !p.startsWith('!'),
+          );
+          const negativePatterns = CONFIG.DOCS_FILES_PATTERNS.filter(p =>
+            p.startsWith('!'),
+          );
+          return (
+            positivePatterns.some(p =>
+              minimatch(file.filename, p, { dot: true }),
+            ) &&
+            negativePatterns.every(p =>
+              minimatch(file.filename, p, { dot: true }),
+            )
+          );
+        };
+
+        const docsFiles = filteredFiles.filter(isDocsFile);
+        const codeFiles = filteredFiles.filter(file => !isDocsFile(file));
 
         const docsChanges = docsFiles.reduce(
           (sum, file) => sum + file.additions + file.deletions,
@@ -202,6 +293,31 @@ async function countContributorPoints() {
             mergerStats.points += CONFIG.POINTS_PER_RELEASE_PR;
           }
         } else {
+          // Award points to PR author if they are a core maintainer
+          const prAuthor = pr.user?.login;
+          if (prAuthor && orgMemberLogins.has(prAuthor)) {
+            const releaseNoteFile = modifiedFiles.find(
+              file =>
+                file.filename === `upcoming-release-notes/${pr.number}.md`,
+            );
+            const categoryAndPoints = await getPRCategoryAndPoints(
+              octokit,
+              owner,
+              repo,
+              releaseNoteFile?.sha ?? null,
+            );
+
+            if (categoryAndPoints) {
+              const authorStats = stats.get(prAuthor);
+              authorStats.prContributions.push({
+                pr: pr.number.toString(),
+                category: categoryAndPoints.category,
+                points: categoryAndPoints.points,
+              });
+              authorStats.points += categoryAndPoints.points;
+            }
+          }
+
           const uniqueReviewers = new Set();
           reviews.data.forEach(review => {
             if (
@@ -293,7 +409,7 @@ async function countContributorPoints() {
   // Print all statistics
   printStats(
     'Code Review Statistics',
-    stats => stats.codeReviews.length,
+    stats => stats.codeReviews.reduce((sum, r) => sum + r.points, 0),
     (user, count) =>
       `${user}: ${count} (PRs: ${stats
         .get(user)
@@ -308,7 +424,7 @@ async function countContributorPoints() {
 
   printStats(
     'Docs Review Statistics',
-    stats => stats.docsReviews.length,
+    stats => stats.docsReviews.reduce((sum, r) => sum + r.points, 0),
     (user, count) =>
       `${user}: ${count} (PRs: ${stats
         .get(user)
@@ -316,16 +432,27 @@ async function countContributorPoints() {
         .join(', ')})`,
   );
 
+  printStats(
+    'PR Contribution Statistics',
+    stats => stats.prContributions.reduce((sum, r) => sum + r.points, 0),
+    (user, count) =>
+      `${user}: ${count} (PRs: ${stats
+        .get(user)
+        .prContributions.map(r => `#${r.pr} (${r.points}pts - ${r.category})`)
+        .join(', ')})`,
+  );
+
   printStats(
     '"Needs Triage" Label Removal Statistics',
-    stats => stats.labelRemovals.length,
+    stats => stats.labelRemovals.length * CONFIG.POINTS_PER_ISSUE_TRIAGE_ACTION,
     (user, count) =>
       `${user}: ${count} (Issues: ${stats.get(user).labelRemovals.join(', ')})`,
   );
 
   printStats(
     'Issue Closing Statistics',
-    stats => stats.issueClosings.length,
+    stats =>
+      stats.issueClosings.length * CONFIG.POINTS_PER_ISSUE_CLOSING_ACTION,
     (user, count) =>
       `${user}: ${count} (Issues: ${stats.get(user).issueClosings.join(', ')})`,
   );

.github/workflows/ai-generated-release-notes.yml

@@ -17,7 +17,9 @@ jobs:
 
     steps:
       - name: Checkout repository
-        uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
@@ -41,21 +43,8 @@ jobs:
           GITHUB_REPOSITORY: ${{ github.repository }}
           GITHUB_EVENT_ISSUE_NUMBER: ${{ github.event.issue.number }}
 
-      - name: Check if PR targets master branch
-        if: steps.check-first-comment.outputs.result == 'true' && steps.pr-details.outputs.result != 'null'
-        id: check-base-branch
-        run: |
-          BASE_BRANCH=$(echo '${{ steps.pr-details.outputs.result }}' | jq -r '.baseBranch')
-          echo "Base branch: $BASE_BRANCH"
-          if [ "$BASE_BRANCH" = "master" ]; then
-            echo "targets_master=true" >> $GITHUB_OUTPUT
-          else
-            echo "targets_master=false" >> $GITHUB_OUTPUT
-            echo "PR does not target master branch, skipping release notes generation"
-          fi
-
       - name: Check if release notes file already exists
-        if: steps.check-first-comment.outputs.result == 'true' && steps.pr-details.outputs.result != 'null' && steps.check-base-branch.outputs.targets_master == 'true'
+        if: steps.pr-details.outputs.eligible == 'true'
         id: check-release-notes-exists
         run: node .github/actions/ai-generated-release-notes/check-release-notes-exists.js
         env:
@@ -65,7 +54,7 @@ jobs:
           PR_DETAILS: ${{ steps.pr-details.outputs.result }}
 
       - name: Generate summary with OpenAI
-        if: steps.check-first-comment.outputs.result == 'true' && steps.check-release-notes-exists.outputs.result == 'false'
+        if: steps.check-release-notes-exists.outputs.result == 'false'
         id: generate-summary
         run: node .github/actions/ai-generated-release-notes/generate-summary.js
         env:
@@ -74,7 +63,7 @@ jobs:
           PR_DETAILS: ${{ steps.pr-details.outputs.result }}
 
       - name: Determine category with OpenAI
-        if: steps.check-first-comment.outputs.result == 'true' && steps.check-release-notes-exists.outputs.result == 'false' && steps.generate-summary.outputs.result != 'null'
+        if: steps.generate-summary.outputs.result != 'null' && steps.generate-summary.outputs.result != ''
         id: determine-category
         run: node .github/actions/ai-generated-release-notes/determine-category.js
         env:
@@ -84,7 +73,7 @@ jobs:
           SUMMARY_DATA: ${{ steps.generate-summary.outputs.result }}
 
       - name: Create and commit release notes file via GitHub API
-        if: steps.check-first-comment.outputs.result == 'true' && steps.check-release-notes-exists.outputs.result == 'false' && steps.generate-summary.outputs.result != 'null' && steps.determine-category.outputs.result != 'null' && steps.determine-category.outputs.result != ''
+        if: steps.determine-category.outputs.result != 'null' && steps.determine-category.outputs.result != ''
         run: node .github/actions/ai-generated-release-notes/create-release-notes-file.js
         env:
           GITHUB_TOKEN: ${{ secrets.ACTIONS_UPDATE_TOKEN }}
@@ -94,7 +83,7 @@ jobs:
           CATEGORY: ${{ steps.determine-category.outputs.result }}
 
       - name: Comment on PR
-        if: steps.check-first-comment.outputs.result == 'true' && steps.check-release-notes-exists.outputs.result == 'false' && steps.generate-summary.outputs.result != 'null' && steps.determine-category.outputs.result != 'null' && steps.determine-category.outputs.result != ''
+        if: steps.determine-category.outputs.result != 'null' && steps.determine-category.outputs.result != ''
         run: node .github/actions/ai-generated-release-notes/comment-on-pr.js
         env:
           GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}

.github/workflows/autofix.yml

@@ -15,11 +15,13 @@ jobs:
   autofix:
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
           download-translations: 'false'
       - name: Format code
         run: yarn lint:fix
-      - uses: autofix-ci/action@635ffb0c9798bd160680f18fd73371e355b85f27
+      - uses: autofix-ci/action@7a166d7532b277f34e16238930461bf77f9d7ed8 # v1.3.3

.github/workflows/build.yml

@@ -19,35 +19,54 @@ concurrency:
   cancel-in-progress: ${{ github.ref != 'refs/heads/master' }}
 
 jobs:
+  setup:
+    runs-on: ubuntu-latest
+    permissions:
+      contents: read
+    steps:
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
+      - name: Set up environment
+        uses: ./.github/actions/setup
+        with:
+          download-translations: 'false'
+
   api:
+    needs: setup
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
           download-translations: 'false'
       - name: Build API
-        run: cd packages/api && yarn build
+        run: yarn build:api
       - name: Create package tgz
         run: cd packages/api && yarn pack && mv package.tgz actual-api.tgz
       - name: Prepare bundle stats artifact
         run: cp packages/api/app/stats.json api-stats.json
       - name: Upload Build
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: actual-api
           path: packages/api/actual-api.tgz
       - name: Upload API bundle stats
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: api-build-stats
           path: api-stats.json
 
   crdt:
+    needs: setup
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
@@ -56,35 +75,76 @@ jobs:
         run: cd packages/crdt && yarn build
       - name: Create package tgz
         run: cd packages/crdt && yarn pack && mv package.tgz actual-crdt.tgz
+      - name: Prepare bundle stats artifact
+        run: cp packages/crdt/dist/stats.json crdt-stats.json
       - name: Upload Build
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: actual-crdt
           path: packages/crdt/actual-crdt.tgz
+      - name: Upload CRDT bundle stats
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
+        with:
+          name: crdt-build-stats
+          path: crdt-stats.json
 
   web:
+    needs: setup
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
       - name: Build Web
         run: yarn build:browser
       - name: Upload Build
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: actual-web
           path: packages/desktop-client/build
       - name: Upload Build Stats
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: build-stats
           path: packages/desktop-client/build-stats
 
-  server:
+  cli:
+    needs: setup
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
+      - name: Set up environment
+        uses: ./.github/actions/setup
+        with:
+          download-translations: 'false'
+      - name: Build CLI
+        run: yarn build:cli
+      - name: Create package tgz
+        run: cd packages/cli && yarn pack && mv package.tgz actual-cli.tgz
+      - name: Prepare bundle stats artifact
+        run: cp packages/cli/dist/stats.json cli-stats.json
+      - name: Upload Build
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
+        with:
+          name: actual-cli
+          path: packages/cli/actual-cli.tgz
+      - name: Upload CLI bundle stats
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
+        with:
+          name: cli-build-stats
+          path: cli-stats.json
+
+  server:
+    needs: setup
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
@@ -92,7 +152,7 @@ jobs:
       - name: Build Server
         run: yarn workspace @actual-app/sync-server build
       - name: Upload Build
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: sync-server
           path: packages/sync-server/build

.github/workflows/check.yml

@@ -12,10 +12,40 @@ concurrency:
   cancel-in-progress: ${{ github.ref != 'refs/heads/master' }}
 
 jobs:
-  lint:
+  setup:
+    runs-on: ubuntu-latest
+    permissions:
+      contents: read
+    steps:
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
+      - name: Set up environment
+        uses: ./.github/actions/setup
+        with:
+          download-translations: 'false'
+  constraints:
+    needs: setup
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
+      - name: Set up environment
+        uses: ./.github/actions/setup
+        with:
+          download-translations: 'false'
+      - name: Check dependency version consistency
+        run: yarn constraints
+      - name: Check tsconfig project references are in sync
+        run: yarn check:tsconfig-references
+  lint:
+    needs: setup
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
@@ -23,9 +53,12 @@ jobs:
       - name: Lint
         run: yarn lint
   typecheck:
+    needs: setup
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
@@ -33,9 +66,12 @@ jobs:
       - name: Typecheck
         run: yarn typecheck
   validate-cli:
+    needs: setup
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
@@ -45,23 +81,39 @@ jobs:
       - name: Check that the built CLI works
         run: node packages/sync-server/build/bin/actual-server.js --version
   test:
+    needs: setup
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
           download-translations: 'false'
       - name: Test
         run: yarn test
+  check-gh-actions:
+    runs-on: ubuntu-latest
+    permissions:
+      security-events: write
+    steps:
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
+      - uses: zizmorcore/zizmor-action@71321a20a9ded102f6e9ce5718a2fcec2c4f70d8 # v0.5.2
 
   migrations:
+    needs: setup
     if: github.event_name == 'pull_request'
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
-      - uses: actions/setup-node@2028fbc5c25fe9cf00d9f06a71cc4710d4507903 # v6.0.0
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
         with:
-          node-version: 22
+          persist-credentials: false
+      - name: Set up environment
+        uses: ./.github/actions/setup
+        with:
+          download-translations: 'false'
       - name: Check migrations
-        run: node ./.github/actions/check-migrations.js
+        run: yarn workspace @actual-app/ci-actions tsx bin/check-migrations.ts

.github/workflows/codeql.yml

@@ -22,14 +22,16 @@ jobs:
 
     steps:
       - name: Checkout repository
-        uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
 
       - name: Initialize CodeQL
-        uses: github/codeql-action/init@v3
+        uses: github/codeql-action/init@c10b8064de6f491fea524254123dbe5e09572f13 # v4.35.1
         with:
           languages: javascript
 
       - name: Perform CodeQL Analysis
-        uses: github/codeql-action/analyze@v3
+        uses: github/codeql-action/analyze@c10b8064de6f491fea524254123dbe5e09572f13 # v4.35.1
         with:
           category: '/language:javascript'

.github/workflows/count-points.yml

@@ -16,7 +16,9 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - name: Checkout repository
-        uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:

.github/workflows/cut-release-branch.yml

@@ -0,0 +1,101 @@
+name: Cut release branch
+
+on:
+  schedule:
+    # 17:00 UTC on the 25th of each month
+    - cron: '0 17 25 * *'
+  workflow_dispatch:
+    inputs:
+      ref:
+        description: 'Commit or branch to release'
+        required: true
+        default: 'master'
+      version:
+        description: 'Version number for the release (optional)'
+        required: false
+        default: ''
+      release-date:
+        description: 'Expected release date, YYYY-MM-DD (optional)'
+        required: false
+        default: ''
+
+permissions:
+  contents: write
+  pull-requests: write
+
+jobs:
+  cut-release-branch:
+    runs-on: ubuntu-latest
+    steps:
+      - name: Checkout
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          ref: ${{ github.event.inputs.ref || 'master' }}
+          persist-credentials: false
+
+      - name: Set up environment
+        uses: ./.github/actions/setup
+        with:
+          download-translations: 'false'
+
+      - name: Bump package versions
+        id: bump_package_versions
+        shell: bash
+        env:
+          INPUT_VERSION: ${{ github.event.inputs.version }}
+        run: |
+          declare -A packages=(
+            [web]="desktop-client"
+            [electron]="desktop-electron"
+            [sync]="sync-server"
+            [api]="api"
+            [cli]="cli"
+            [core]="loot-core"
+          )
+          declare -A new_versions
+
+          for key in "${!packages[@]}"; do
+            pkg="${packages[$key]}"
+
+            if [[ -n "$INPUT_VERSION" ]]; then
+              version=$(yarn workspace @actual-app/ci-actions tsx bin/get-next-package-version.ts \
+                --package-json "./packages/$pkg/package.json" \
+                --version "$INPUT_VERSION" \
+                --update)
+            else
+              version=$(yarn workspace @actual-app/ci-actions tsx bin/get-next-package-version.ts \
+                --package-json "./packages/$pkg/package.json" \
+                --type auto \
+                --update)
+            fi
+
+            new_versions[$key]="$version"
+          done
+
+          echo "version=${new_versions[web]}" >> "$GITHUB_OUTPUT"
+
+      - name: Compute release date
+        id: release_date
+        shell: bash
+        env:
+          INPUT_DATE: ${{ github.event.inputs['release-date'] }}
+        run: |
+          if [[ -n "$INPUT_DATE" ]]; then
+            echo "date=$INPUT_DATE" >> "$GITHUB_OUTPUT"
+          else
+            # default to the 1st of next month
+            echo "date=$(date -d '+1 month' '+%Y-%m-01')" >> "$GITHUB_OUTPUT"
+          fi
+
+      - name: Create release branch and PR
+        uses: peter-evans/create-pull-request@5f6978faf089d4d20b00c7766989d076bb2fc7f1 # v8.1.1
+        with:
+          token: ${{ secrets.ACTIONS_UPDATE_TOKEN }}
+          commit-message: '🔖 (${{ steps.bump_package_versions.outputs.version }})'
+          title: '🔖 (${{ steps.bump_package_versions.outputs.version }})'
+          body: |
+            Generated by [cut-release-branch.yml](../tree/master/.github/workflows/cut-release-branch.yml)
+
+            <!-- release-date:${{ steps.release_date.outputs.date }} -->
+          branch: 'release/${{ steps.bump_package_versions.outputs.version }}'
+          base: master

.github/workflows/docker-edge.yml

@@ -36,17 +36,19 @@ jobs:
       matrix:
         os: [ubuntu, alpine]
     steps:
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
 
       - name: Set up QEMU
-        uses: docker/setup-qemu-action@c7c53464625b32c7a7e944ae62b3e17d2b600130 # v3.7.0
+        uses: docker/setup-qemu-action@ce360397dd3f832beb865e1373c09c0e9f86d70a # v4.0.0
 
       - name: Set up Docker Buildx
-        uses: docker/setup-buildx-action@e468171a9de216ec08956ac3ada2f0791b6bd435 # v3.11.1
+        uses: docker/setup-buildx-action@4d04d5d9486b7bd6fa91e7baf45bbb4f8b9deedd # v4.0.0
 
       - name: Docker meta
         id: meta
-        uses: docker/metadata-action@318604b99e75e41977312d83839a89be02ca4893 # v5.9.0
+        uses: docker/metadata-action@030e881283bb7a6894de51c315a6bfe6a94e05cf # v6.0.0
         with:
           # Push to both Docker Hub and Github Container Registry
           images: ${{ env.IMAGES }}
@@ -54,14 +56,14 @@ jobs:
           tags: ${{ env.TAGS }}
 
       - name: Login to Docker Hub
-        uses: docker/login-action@5e57cd118135c172c3672efd75eb46360885c0ef # v3.6.0
+        uses: docker/login-action@4907a6ddec9925e35a0a9e82d7399ccc52663121 # v4.1.0
         if: github.event_name != 'pull_request' && !github.event.repository.fork
         with:
           username: ${{ secrets.DOCKERHUB_USERNAME }}
           password: ${{ secrets.DOCKERHUB_TOKEN }}
 
       - name: Login to GitHub Container Registry
-        uses: docker/login-action@5e57cd118135c172c3672efd75eb46360885c0ef # v3.6.0
+        uses: docker/login-action@4907a6ddec9925e35a0a9e82d7399ccc52663121 # v4.1.0
         if: github.event_name != 'pull_request'
         with:
           registry: ghcr.io
@@ -76,7 +78,7 @@ jobs:
         run: yarn build:server
 
       - name: Build image for testing
-        uses: docker/build-push-action@263435318d21b8e681c14492fe198d362a7d2c83 # v6.18.0
+        uses: docker/build-push-action@bcafcacb16a39f128d818304e6c9c0c18556b85f # v7.1.0
         with:
           context: .
           push: false
@@ -87,13 +89,13 @@ jobs:
       - name: Test that the docker image boots
         run: |
           docker run --detach --network=host actualbudget/actual-server-testing
-          sleep 5
-          curl --fail -sS -LI -w '%{http_code}\n' --retry 10 --retry-delay 1 --retry-connrefused localhost:5006
+          sleep 10
+          curl --fail -sS -LI -w '%{http_code}\n' --retry 20 --retry-delay 1 --retry-connrefused localhost:5006
 
       # This will use the cache from the earlier build step and not rebuild the image
       # https://docs.docker.com/build/ci/github-actions/test-before-push/
       - name: Build and push images
-        uses: docker/build-push-action@263435318d21b8e681c14492fe198d362a7d2c83 # v6.18.0
+        uses: docker/build-push-action@bcafcacb16a39f128d818304e6c9c0c18556b85f # v7.1.0
         with:
           context: .
           push: ${{ github.event_name != 'pull_request' }}

.github/workflows/docker-release.yml

@@ -28,17 +28,19 @@ jobs:
     name: Build Docker image
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
 
       - name: Set up QEMU
-        uses: docker/setup-qemu-action@c7c53464625b32c7a7e944ae62b3e17d2b600130 # v3.7.0
+        uses: docker/setup-qemu-action@ce360397dd3f832beb865e1373c09c0e9f86d70a # v4.0.0
 
       - name: Set up Docker Buildx
-        uses: docker/setup-buildx-action@e468171a9de216ec08956ac3ada2f0791b6bd435 # v3.11.1
+        uses: docker/setup-buildx-action@4d04d5d9486b7bd6fa91e7baf45bbb4f8b9deedd # v4.0.0
 
       - name: Docker meta
         id: meta
-        uses: docker/metadata-action@318604b99e75e41977312d83839a89be02ca4893 # v5.9.0
+        uses: docker/metadata-action@030e881283bb7a6894de51c315a6bfe6a94e05cf # v6.0.0
         with:
           # Push to both Docker Hub and Github Container Registry
           images: ${{ env.IMAGES }}
@@ -48,7 +50,7 @@ jobs:
 
       - name: Docker meta for Alpine image
         id: alpine-meta
-        uses: docker/metadata-action@318604b99e75e41977312d83839a89be02ca4893 # v5.9.0
+        uses: docker/metadata-action@030e881283bb7a6894de51c315a6bfe6a94e05cf # v6.0.0
         with:
           images: ${{ env.IMAGES }}
           # Automatically update :latest
@@ -58,13 +60,13 @@ jobs:
           tags: ${{ env.TAGS }}
 
       - name: Login to Docker Hub
-        uses: docker/login-action@5e57cd118135c172c3672efd75eb46360885c0ef # v3.6.0
+        uses: docker/login-action@4907a6ddec9925e35a0a9e82d7399ccc52663121 # v4.1.0
         with:
           username: ${{ secrets.DOCKERHUB_USERNAME }}
           password: ${{ secrets.DOCKERHUB_TOKEN }}
 
       - name: Login to GitHub Container Registry
-        uses: docker/login-action@5e57cd118135c172c3672efd75eb46360885c0ef # v3.6.0
+        uses: docker/login-action@4907a6ddec9925e35a0a9e82d7399ccc52663121 # v4.1.0
         with:
           registry: ghcr.io
           username: ${{ github.repository_owner }}
@@ -78,7 +80,7 @@ jobs:
         run: yarn build:server
 
       - name: Build and push ubuntu image
-        uses: docker/build-push-action@263435318d21b8e681c14492fe198d362a7d2c83 # v6.18.0
+        uses: docker/build-push-action@bcafcacb16a39f128d818304e6c9c0c18556b85f # v7.1.0
         with:
           context: .
           push: true
@@ -87,7 +89,7 @@ jobs:
           tags: ${{ steps.meta.outputs.tags }}
 
       - name: Build and push alpine image
-        uses: docker/build-push-action@263435318d21b8e681c14492fe198d362a7d2c83 # v6.18.0
+        uses: docker/build-push-action@bcafcacb16a39f128d818304e6c9c0c18556b85f # v7.1.0
         with:
           context: .
           push: true

.github/workflows/docs-spelling.yml

@@ -79,12 +79,12 @@ jobs:
     steps:
       - name: check-spelling
         id: spelling
-        uses: check-spelling/check-spelling@main
+        uses: check-spelling/check-spelling@cfb6f7e75bbfc89c71eaa30366d0c166f1bd9c8c # main
         with:
           suppress_push_for_open_pull_request: 1
           checkout: true
           check_file_names: 1
-          spell_check_this: check-spelling/spell-check-this@prerelease
+          spell_check_this: check-spelling/spell-check-this@92453f59cac8985482dfc301a8ece4c6d7de8a0c # prerelease
           post_comment: 0
           use_magic_file: 1
           experimental_apply_changes_via_bot: 1
@@ -114,10 +114,10 @@ jobs:
     if: (success() || failure()) && needs.spelling.outputs.followup && github.event_name == 'push'
     steps:
       - name: comment
-        uses: check-spelling/check-spelling@main
+        uses: check-spelling/check-spelling@cfb6f7e75bbfc89c71eaa30366d0c166f1bd9c8c # main
         with:
           checkout: true
-          spell_check_this: check-spelling/spell-check-this@prerelease
+          spell_check_this: check-spelling/spell-check-this@92453f59cac8985482dfc301a8ece4c6d7de8a0c # prerelease
           task: ${{ needs.spelling.outputs.followup }}
           config: .github/actions/docs-spelling
 
@@ -131,10 +131,10 @@ jobs:
     if: (success() || failure()) && needs.spelling.outputs.followup && contains(github.event_name, 'pull_request')
     steps:
       - name: comment
-        uses: check-spelling/check-spelling@main
+        uses: check-spelling/check-spelling@cfb6f7e75bbfc89c71eaa30366d0c166f1bd9c8c # main
         with:
           checkout: true
-          spell_check_this: check-spelling/spell-check-this@prerelease
+          spell_check_this: check-spelling/spell-check-this@92453f59cac8985482dfc301a8ece4c6d7de8a0c # prerelease
           task: ${{ needs.spelling.outputs.followup }}
           experimental_apply_changes_via_bot: 1
           config: .github/actions/docs-spelling
@@ -156,7 +156,7 @@ jobs:
       cancel-in-progress: false
     steps:
       - name: apply spelling updates
-        uses: check-spelling/check-spelling@main
+        uses: check-spelling/check-spelling@cfb6f7e75bbfc89c71eaa30366d0c166f1bd9c8c # main
         with:
           experimental_apply_changes_via_bot: 1
           checkout: true

.github/workflows/e2e-test.yml

@@ -17,32 +17,80 @@ on:
 env:
   GITHUB_PR_NUMBER: ${{github.event.pull_request.number}}
 
+permissions:
+  contents: read
+
 concurrency:
   group: ${{ github.workflow }}-${{ github.event.pull_request.number || github.ref }}
   cancel-in-progress: true
 
 jobs:
-  functional:
-    name: Functional (shard ${{ matrix.shard }}/5)
+  build-web:
+    name: Build web bundle
     runs-on: ubuntu-latest
-    strategy:
-      fail-fast: false
-      matrix:
-        shard: [1, 2, 3, 4, 5]
     container:
-      image: mcr.microsoft.com/playwright:v1.57.0-jammy
+      image: mcr.microsoft.com/playwright:v1.59.1-jammy
     steps:
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
           download-translations: 'false'
       - name: Trust the repository directory
         run: git config --global --add safe.directory "$GITHUB_WORKSPACE"
+      - name: Build browser bundle
+        # REACT_APP_NETLIFY=true flips isNonProductionEnvironment() on in the
+        # bundle so the "Create test file" button (used by every e2e beforeEach
+        # via ConfigurationPage.createTestFile()) is still rendered in a
+        # production build. Without it, e2e tests would time out waiting for
+        # a button that was tree-shaken out.
+        # --skip-translations keeps VRT screenshots deterministic by rendering
+        # source-code English instead of upstream Weblate en.json (which can
+        # drift between snapshot capture and test runs).
+        env:
+          REACT_APP_NETLIFY: 'true'
+        run: yarn build:browser --skip-translations
+      - name: Upload build artifact
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
+        with:
+          name: desktop-client-build
+          path: packages/desktop-client/build/
+          retention-days: 1
+          overwrite: true
+
+  functional:
+    name: Functional (shard ${{ matrix.shard }}/3)
+    runs-on: ubuntu-latest
+    needs: build-web
+    strategy:
+      fail-fast: false
+      matrix:
+        shard: [1, 2, 3]
+    container:
+      image: mcr.microsoft.com/playwright:v1.59.1-jammy
+    env:
+      E2E_USE_BUILD: '1'
+    steps:
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
+      - name: Set up environment
+        uses: ./.github/actions/setup
+        with:
+          download-translations: 'false'
+      - name: Trust the repository directory
+        run: git config --global --add safe.directory "$GITHUB_WORKSPACE"
+      - name: Download web build
+        uses: actions/download-artifact@3e5f45b2cfb9172054b4087a40e8e0b5a5461e7c # v8.0.1
+        with:
+          name: desktop-client-build
+          path: packages/desktop-client/build/
       - name: Run E2E Tests
-        run: yarn e2e --shard=${{ matrix.shard }}/5
-      - uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
-        if: always()
+        run: yarn e2e --shard=${{ matrix.shard }}/3
+      - uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
+        if: failure()
         with:
           name: desktop-client-test-results-shard-${{ matrix.shard }}
           path: packages/desktop-client/test-results/
@@ -53,19 +101,27 @@ jobs:
     name: Functional Desktop App
     runs-on: ubuntu-latest
     container:
-      image: mcr.microsoft.com/playwright:v1.57.0-jammy
+      image: mcr.microsoft.com/playwright:v1.59.1-jammy
     steps:
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
           download-translations: 'false'
       - name: Trust the repository directory
         run: git config --global --add safe.directory "$GITHUB_WORKSPACE"
+
+      # Build tools are needed to rebuild native modules like better-sqlite3 used by the Desktop app, which is required to run E2E tests on the Desktop app.
+      - name: Install build tools
+        run: apt-get update && apt-get install -y build-essential python3
+
       - name: Run Desktop app E2E Tests
         run: |
+          yarn rebuild-electron
           xvfb-run --auto-servernum --server-args="-screen 0 1920x1080x24" -- yarn e2e:desktop
-      - uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+      - uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         if: always()
         with:
           name: desktop-app-test-results
@@ -74,23 +130,35 @@ jobs:
           overwrite: true
 
   vrt:
-    name: Visual regression (shard ${{ matrix.shard }}/5)
+    name: Visual regression (shard ${{ matrix.shard }}/3)
     runs-on: ubuntu-latest
+    needs: build-web
     strategy:
       fail-fast: false
       matrix:
-        shard: [1, 2, 3, 4, 5]
+        shard: [1, 2, 3]
     container:
-      image: mcr.microsoft.com/playwright:v1.57.0-jammy
+      image: mcr.microsoft.com/playwright:v1.59.1-jammy
+    env:
+      E2E_USE_BUILD: '1'
     steps:
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
           download-translations: 'false'
+      - name: Trust the repository directory
+        run: git config --global --add safe.directory "$GITHUB_WORKSPACE"
+      - name: Download web build
+        uses: actions/download-artifact@3e5f45b2cfb9172054b4087a40e8e0b5a5461e7c # v8.0.1
+        with:
+          name: desktop-client-build
+          path: packages/desktop-client/build/
       - name: Run VRT Tests
-        run: yarn vrt --shard=${{ matrix.shard }}/5
-      - uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        run: yarn vrt --shard=${{ matrix.shard }}/3
+      - uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         if: always()
         with:
           name: vrt-blob-report-${{ matrix.shard }}
@@ -104,13 +172,15 @@ jobs:
     runs-on: ubuntu-latest
     if: ${{ !cancelled() }}
     container:
-      image: mcr.microsoft.com/playwright:v1.57.0-jammy
+      image: mcr.microsoft.com/playwright:v1.59.1-jammy
     steps:
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
       - name: Download all blob reports
-        uses: actions/download-artifact@018cc2cf5baa6db3ef3c5f8a56943fffe632ef53 # v6.0.0
+        uses: actions/download-artifact@3e5f45b2cfb9172054b4087a40e8e0b5a5461e7c # v8.0.1
         with:
           path: packages/desktop-client/all-blob-reports
           pattern: vrt-blob-report-*
@@ -118,7 +188,7 @@ jobs:
       - name: Merge reports
         id: merge-reports
         run: yarn workspace @actual-app/web run playwright merge-reports --reporter html ./all-blob-reports
-      - uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+      - uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         id: playwright-report-vrt
         with:
           name: html-report--attempt-${{ github.run_attempt }}
@@ -131,10 +201,12 @@ jobs:
           mkdir -p vrt-metadata
           echo "${{ github.event.pull_request.number }}" > vrt-metadata/pr-number.txt
           echo "${{ needs.vrt.result }}" > vrt-metadata/vrt-result.txt
-          echo "${{ steps.playwright-report-vrt.outputs.artifact-url }}" > vrt-metadata/artifact-url.txt
+          echo "${STEPS_PLAYWRIGHT_REPORT_VRT_OUTPUTS_ARTIFACT_URL}" > vrt-metadata/artifact-url.txt
+        env:
+          STEPS_PLAYWRIGHT_REPORT_VRT_OUTPUTS_ARTIFACT_URL: ${{ steps.playwright-report-vrt.outputs.artifact-url }}
       - name: Upload VRT metadata
         if: github.event_name == 'pull_request'
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: vrt-comment-metadata
           path: vrt-metadata/

.github/workflows/e2e-vrt-comment.yml

@@ -18,7 +18,7 @@ jobs:
     if: github.event.workflow_run.event == 'pull_request'
     steps:
       - name: Download VRT metadata
-        uses: actions/download-artifact@018cc2cf5baa6db3ef3c5f8a56943fffe632ef53 # v6.0.0
+        uses: actions/download-artifact@3e5f45b2cfb9172054b4087a40e8e0b5a5461e7c # v8.0.1
         with:
           github-token: ${{ secrets.GITHUB_TOKEN }}
           run-id: ${{ github.event.workflow_run.id }}
@@ -53,7 +53,7 @@ jobs:
 
       - name: Comment on PR with VRT report link
         if: steps.metadata.outputs.should_comment == 'true'
-        uses: marocchino/sticky-pull-request-comment@773744901bac0e8cbb5a0dc842800d45e9b2b405 # v2.9.4
+        uses: marocchino/sticky-pull-request-comment@0ea0beb66eb9baf113663a64ec522f60e49231c0 # v3.0.4
         with:
           number: ${{ steps.metadata.outputs.pr_number }}
           header: vrt-comment

.github/workflows/electron-master.yml

@@ -22,6 +22,7 @@ jobs:
     permissions:
       contents: write
     strategy:
+      fail-fast: false
       matrix:
         os:
           - ubuntu-22.04
@@ -29,7 +30,9 @@ jobs:
           - macos-latest
     runs-on: ${{ matrix.os }}
     steps:
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - if: ${{ startsWith(matrix.os, 'windows') }}
         run: pip.exe install setuptools
       - if: ${{ ! startsWith(matrix.os, 'windows') }}
@@ -56,9 +59,11 @@ jobs:
 
           METAINFO_FILE="packages/desktop-electron/extra-resources/linux/com.actualbudget.actual.metainfo.xml"
           TODAY=$(date +%Y-%m-%d)
-          VERSION=${{ steps.process_version.outputs.version }}
+          VERSION=${STEPS_PROCESS_VERSION_OUTPUTS_VERSION}
           sed -i "s/%RELEASE_VERSION%/$VERSION/g; s/%RELEASE_DATE%/$TODAY/g" "$METAINFO_FILE"
           flatpak run --command=flatpak-builder-lint org.flatpak.Builder appstream "$METAINFO_FILE"
+        env:
+          STEPS_PROCESS_VERSION_OUTPUTS_VERSION: ${{ steps.process_version.outputs.version }}
       - name: Set up environment
         uses: ./.github/actions/setup
       - name: Build Electron for Mac
@@ -74,7 +79,7 @@ jobs:
         if: ${{ ! startsWith(matrix.os, 'macos') }}
         run: ./bin/package-electron
       - name: Upload Build
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: actual-electron-${{ matrix.os }}
           path: |
@@ -85,13 +90,13 @@ jobs:
             packages/desktop-electron/dist/*.flatpak
       - name: Upload Windows Store Build
         if: ${{ startsWith(matrix.os, 'windows') }}
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: actual-electron-${{ matrix.os }}-appx
           path: |
             packages/desktop-electron/dist/*.appx
       - name: Add to new release
-        uses: softprops/action-gh-release@5be0e66d93ac7ed76da52eca8bb058f665c3a5fe # v2.4.2
+        uses: softprops/action-gh-release@153bb8e04406b158c6c84fc1615b65b24149a1fe # v2.6.1
         with:
           draft: true
           body: |
@@ -126,7 +131,7 @@ jobs:
           Install-Module -Name StoreBroker -AcceptLicense -Force -Scope CurrentUser -Verbose
 
       - name: Download Microsoft Store artifacts
-        uses: actions/download-artifact@018cc2cf5baa6db3ef3c5f8a56943fffe632ef53 # v6.0.0
+        uses: actions/download-artifact@3e5f45b2cfb9172054b4087a40e8e0b5a5461e7c # v8.0.1
         with:
           name: actual-electron-windows-latest-appx
 
@@ -156,52 +161,3 @@ jobs:
             -NoStatus `
             -AutoCommit `
             -Force
-
-  publish-flathub:
-    needs: build
-    runs-on: ubuntu-22.04
-    if: ${{ github.event_name == 'push' && startsWith(github.ref, 'refs/tags/v') }}
-    steps:
-      - name: Download Linux artifacts
-        uses: actions/download-artifact@018cc2cf5baa6db3ef3c5f8a56943fffe632ef53 # v6.0.0
-        with:
-          name: actual-electron-ubuntu-22.04
-
-      - name: Calculate AppImage SHA256
-        id: appimage_sha256
-        run: |
-          APPIMAGE_X64_SHA256=$(sha256sum Actual-linux-x86_64.AppImage | awk '{ print $1 }')
-          APPIMAGE_ARM64_SHA256=$(sha256sum Actual-linux-arm64.AppImage | awk '{ print $1 }')
-          echo "APPIMAGE_X64_SHA256=$APPIMAGE_X64_SHA256" >> "$GITHUB_ENV"
-          echo "APPIMAGE_ARM64_SHA256=$APPIMAGE_ARM64_SHA256" >> "$GITHUB_ENV"
-
-      - name: Checkout Flathub repo
-        uses: actions/checkout@v6
-        with:
-          repository: flathub/com.actualbudget.actual
-          token: ${{ secrets.FLATHUB_GITHUB_TOKEN }}
-
-      - name: Update manifest with new SHA256
-        run: |
-          # Replace x86_64 entry
-          sed -i "/x86_64.AppImage/{n;s|sha256:.*|sha256: ${{ env.APPIMAGE_X64_SHA256 }}|}" com.actualbudget.actual.yml
-          sed -i "/x86_64.AppImage/s|url:.*|url: https://github.com/actualbudget/actual/releases/download/v${{ needs.build.outputs.version }}/Actual-linux-x86_64.AppImage|" com.actualbudget.actual.yml
-
-          # Replace arm64 entry
-          sed -i "/arm64.AppImage/{n;s|sha256:.*|sha256: ${{ env.APPIMAGE_ARM64_SHA256 }}|}" com.actualbudget.actual.yml
-          sed -i "/arm64.AppImage/s|url:.*|url: https://github.com/actualbudget/actual/releases/download/v${{ needs.build.outputs.version }}/Actual-linux-arm64.AppImage|" com.actualbudget.actual.yml
-
-          cat com.actualbudget.actual.yml
-
-      - name: Create PR in Flathub repo
-        uses: peter-evans/create-pull-request@v7
-        with:
-          token: ${{ secrets.FLATHUB_GITHUB_TOKEN }}
-          commit-message: 'Update Actual flatpak to version ${{ needs.build.outputs.version }}'
-          branch: 'release/${{ needs.build.outputs.version }}'
-          title: 'Update Actual flatpak to version ${{ needs.build.outputs.version }}'
-          body: |
-            This PR updates the Actual desktop flatpak to version ${{ needs.build.outputs.version }}.
-
-            :link: [View release notes](https://actualbudget.org/blog/release-${{ needs.build.outputs.version }})
-          reviewers: 'jfdoming,MatissJanis,youngcw' # The core team that have accepted the collaborator access to the Flathub repo

.github/workflows/electron-pr.yml

@@ -26,6 +26,7 @@ concurrency:
 jobs:
   build:
     strategy:
+      fail-fast: false
       matrix:
         os:
           - ubuntu-22.04
@@ -33,7 +34,9 @@ jobs:
           - macos-latest
     runs-on: ${{ matrix.os }}
     steps:
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - if: ${{ startsWith(matrix.os, 'windows') }}
         run: pip.exe install setuptools
       - if: ${{ ! startsWith(matrix.os, 'windows') }}
@@ -42,6 +45,8 @@ jobs:
           python3 -m venv .venv
           source .venv/bin/activate
           python3 -m pip install setuptools
+      - name: Set up environment
+        uses: ./.github/actions/setup
       - if: ${{ startsWith(matrix.os, 'ubuntu') }}
         name: Setup Flatpak dependencies
         run: |
@@ -56,65 +61,63 @@ jobs:
 
           METAINFO_FILE="packages/desktop-electron/extra-resources/linux/com.actualbudget.actual.metainfo.xml"
           TODAY=$(date +%Y-%m-%d)
-          VERSION=$(node ./packages/ci-actions/bin/get-next-package-version.js --package-json ./packages/desktop-electron/package.json --type nightly)
+          VERSION=$(yarn workspace @actual-app/ci-actions tsx bin/get-next-package-version.ts --package-json ./packages/desktop-electron/package.json --type nightly)
           sed -i "s/%RELEASE_VERSION%/$VERSION/g; s/%RELEASE_DATE%/$TODAY/g" "$METAINFO_FILE"
           flatpak run --command=flatpak-builder-lint org.flatpak.Builder appstream "$METAINFO_FILE"
-      - name: Set up environment
-        uses: ./.github/actions/setup
       - name: Build Electron
         run: ./bin/package-electron
 
       - name: Upload Linux x64 AppImage
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-linux-x86_64.AppImage
           if-no-files-found: ignore
           path: packages/desktop-electron/dist/Actual-linux-x86_64.AppImage
 
       - name: Upload Linux arm64 AppImage
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-linux-arm64.AppImage
           if-no-files-found: ignore
           path: packages/desktop-electron/dist/Actual-linux-arm64.AppImage
 
       - name: Upload Linux x64 flatpak
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-linux-x86_64.flatpak
           if-no-files-found: ignore
           path: packages/desktop-electron/dist/Actual-linux-x86_64.flatpak
 
       - name: Upload Windows x32 exe
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-windows-ia32.exe
           if-no-files-found: ignore
           path: packages/desktop-electron/dist/Actual-windows-ia32.exe
 
       - name: Upload Windows x64 exe
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-windows-x64.exe
           if-no-files-found: ignore
           path: packages/desktop-electron/dist/Actual-windows-x64.exe
 
       - name: Upload Windows arm64 exe
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-windows-arm64.exe
           if-no-files-found: ignore
           path: packages/desktop-electron/dist/Actual-windows-arm64.exe
 
       - name: Upload Mac x64 dmg
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-mac-x64.dmg
           if-no-files-found: ignore
           path: packages/desktop-electron/dist/Actual-mac-x64.dmg
 
       - name: Upload Mac arm64 dmg
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-mac-arm64.dmg
           if-no-files-found: ignore
@@ -122,7 +125,7 @@ jobs:
 
       - name: Upload Windows Store Build
         if: ${{ startsWith(matrix.os, 'windows') }}
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: actual-electron-${{ matrix.os }}-appx
           path: |

.github/workflows/fork-pr-welcome.yml

@@ -25,7 +25,7 @@ jobs:
     if: github.event.pull_request.head.repo.full_name != github.repository
     steps:
       - name: Post welcome comment
-        uses: marocchino/sticky-pull-request-comment@773744901bac0e8cbb5a0dc842800d45e9b2b405 # v2.9.4
+        uses: marocchino/sticky-pull-request-comment@0ea0beb66eb9baf113663a64ec522f60e49231c0 # v3.0.4
         with:
           GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
           number: ${{ github.event.pull_request.number }}

.github/workflows/generate-release-pr.yml

@@ -1,60 +0,0 @@
-name: Generate release PR
-
-on:
-  workflow_dispatch:
-    inputs:
-      ref:
-        description: 'Commit or branch to release'
-        required: true
-        default: 'master'
-      version:
-        description: 'Version number for the release (optional)'
-        required: false
-        default: ''
-
-jobs:
-  generate-release-pr:
-    runs-on: ubuntu-latest
-    steps:
-      - name: Checkout
-        uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
-        with:
-          ref: ${{ github.event.inputs.ref }}
-      - name: Bump package versions
-        id: bump_package_versions
-        shell: bash
-        run: |
-          declare -A packages=(
-            [web]="desktop-client"
-            [electron]="desktop-electron"
-            [sync]="sync-server"
-            [api]="api"
-          )
-
-          for key in "${!packages[@]}"; do
-            pkg="${packages[$key]}"
-
-            if [[ -n "${{ github.event.inputs.version }}" ]]; then
-              version=$(node ./packages/ci-actions/bin/get-next-package-version.js \
-                --package-json "./packages/$pkg/package.json" \
-                --version "${{ github.event.inputs.version }}" \
-                --update)
-            else
-              version=$(node ./packages/ci-actions/bin/get-next-package-version.js \
-                --package-json "./packages/$pkg/package.json" \
-                --type auto \
-                --update)
-            fi
-
-            eval "NEW_${key^^}_VERSION=\"$version\""
-          done
-
-          echo "version=$NEW_WEB_VERSION" >> "$GITHUB_OUTPUT"
-      - name: Create PR
-        uses: peter-evans/create-pull-request@271a8d0340265f705b14b6d32b9829c1cb33d45e # v7.0.8
-        with:
-          token: ${{ secrets.ACTIONS_UPDATE_TOKEN }}
-          commit-message: '🔖 (${{ steps.bump_package_versions.outputs.version }})'
-          title: '🔖 (${{ steps.bump_package_versions.outputs.version }})'
-          body: 'Generated by [generate-release-pr.yml](../tree/master/.github/workflows/generate-release-pr.yml)'
-          branch: 'release/v${{ steps.bump_package_versions.outputs.version }}'

.github/workflows/i18n-string-extract-master.yml

@@ -12,9 +12,10 @@ jobs:
     if: github.repository == 'actualbudget/actual'
     steps:
       - name: Check out main repository
-        uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
         with:
           path: actual
+          persist-credentials: false
       - name: Set up environment
         uses: ./actual/.github/actions/setup
         with:
@@ -27,12 +28,23 @@ jobs:
       - name: Configure i18n client
         run: |
           pip install wlc
+      - name: Configure Weblate API credentials
+        env:
+          WEBLATE_API_KEY: ${{ secrets.WEBLATE_API_KEY_CI_STRINGS }}
+        run: |
+          # Write the API key to wlc's config file instead of passing it on
+          # the command line, so the secret doesn't appear in process listings.
+          mkdir -p "$HOME/.config"
+          umask 077
+          cat > "$HOME/.config/weblate" <<EOF
+          [keys]
+          https://hosted.weblate.org/api/ = ${WEBLATE_API_KEY}
+          EOF
 
       - name: Lock translations
         run: |
           wlc \
             --url https://hosted.weblate.org/api/ \
-            --key "${{ secrets.WEBLATE_API_KEY_CI_STRINGS }}" \
             lock \
             actualbudget/actual
 
@@ -40,15 +52,16 @@ jobs:
         run: |
           wlc \
             --url https://hosted.weblate.org/api/ \
-            --key "${{ secrets.WEBLATE_API_KEY_CI_STRINGS }}" \
             push \
             actualbudget/actual
       - name: Check out updated translations
-        uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
         with:
           ssh-key: ${{ secrets.STRING_IMPORT_DEPLOY_KEY }}
           repository: actualbudget/translations
           path: translations
+          # Need to be able to push back extracted strings
+          persist-credentials: true
       - name: Generate i18n strings
         working-directory: actual
         run: |
@@ -73,7 +86,6 @@ jobs:
         run: |
           wlc \
             --url https://hosted.weblate.org/api/ \
-            --key "${{ secrets.WEBLATE_API_KEY_CI_STRINGS }}" \
             pull \
             actualbudget/actual
 
@@ -82,6 +94,5 @@ jobs:
         run: |
           wlc \
             --url https://hosted.weblate.org/api/ \
-            --key "${{ secrets.WEBLATE_API_KEY_CI_STRINGS }}" \
             unlock \
             actualbudget/actual

.github/workflows/issues-feature-implemented.yml

@@ -24,8 +24,10 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       # This is not a security concern because we have approved & merged the PR
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
-      - uses: actions/setup-node@2028fbc5c25fe9cf00d9f06a71cc4710d4507903 # v6.0.0
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
+      - uses: actions/setup-node@53b83947a5a98c8d113130e565377fae1a50d02f # v6.3.0
         with:
           node-version: 22
       - name: Handle feature requests

.github/workflows/merge-freeze-unfreeze.yml

@@ -0,0 +1,37 @@
+# When the "unfreeze" label is added to a PR, add that PR to Merge Freeze's unblocked list
+# so it can be merged during a freeze. Uses pull_request_target so the workflow runs in
+# the base repo and has access to MERGEFREEZE_ACCESS_TOKEN for fork PRs; it does not
+# checkout or run any PR code. Requires MERGEFREEZE_ACCESS_TOKEN repo secret
+# (project-specific token from Merge Freeze Web API panel for actualbudget/actual / master).
+# See: https://docs.mergefreeze.com/web-api#post-freeze-status
+
+name: Merge Freeze – add PR to unblocked list
+
+on:
+  pull_request_target:
+    types: [labeled]
+
+jobs:
+  unfreeze:
+    if: ${{ github.event.label.name == 'unfreeze' }}
+    runs-on: ubuntu-latest
+    permissions: {}
+    concurrency:
+      group: merge-freeze-unfreeze-${{ github.ref }}-labels
+      cancel-in-progress: false
+    steps:
+      - name: POST to Merge Freeze – add PR to unblocked list
+        env:
+          MERGEFREEZE_ACCESS_TOKEN: ${{ secrets.MERGEFREEZE_ACCESS_TOKEN }}
+          PR_NUMBER: ${{ github.event.pull_request.number }}
+          USER_NAME: ${{ github.actor }}
+        run: |
+          set -e
+          if [ -z "$MERGEFREEZE_ACCESS_TOKEN" ]; then
+            echo "::error::MERGEFREEZE_ACCESS_TOKEN secret is not set"
+            exit 1
+          fi
+          url="https://www.mergefreeze.com/api/branches/actualbudget/actual/master/?access_token=${MERGEFREEZE_ACCESS_TOKEN}"
+          payload=$(jq -n --arg user_name "$USER_NAME" --argjson pr "$PR_NUMBER" '{frozen: true, user_name: $user_name, unblocked_prs: [$pr]}')
+          curl -sf -X POST "$url" -H "Content-Type: application/json" -d "$payload"
+          echo "Merge Freeze updated: PR #$PR_NUMBER added to unblocked list."

.github/workflows/netlify-release.yml

@@ -21,7 +21,9 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - name: Repository Checkout
-        uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
 
       - name: Set up environment
         uses: ./.github/actions/setup
@@ -34,10 +36,11 @@ jobs:
 
       - name: Deploy to Netlify
         id: netlify_deploy
+        env:
+          NETLIFY_SITE_ID: ${{ secrets.NETLIFY_SITE_ID }}
+          NETLIFY_AUTH_TOKEN: ${{ secrets.NETLIFY_API_TOKEN }}
         run: |
           netlify deploy \
             --dir packages/desktop-client/build \
-            --site ${{ secrets.NETLIFY_SITE_ID }} \
-            --auth ${{ secrets.NETLIFY_API_TOKEN }} \
             --filter @actual-app/web \
             --prod

.github/workflows/nightly-theme-catalog-scan.yml

@@ -0,0 +1,47 @@
+name: Nightly theme catalog scan
+
+on:
+  schedule:
+    # 05:15 UTC daily — runs after the i18n extract job (04:00) and well
+    # before the nightly Electron/npm publishes (00:00 UTC the next day).
+    - cron: '15 5 * * *'
+  workflow_dispatch:
+
+permissions:
+  contents: read
+
+jobs:
+  validate-theme-catalog:
+    name: Validate custom theme catalog
+    runs-on: ubuntu-latest
+    if: github.repository == 'actualbudget/actual'
+    timeout-minutes: 10
+    steps:
+      - name: Check out repository
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
+      - name: Set up environment
+        uses: ./.github/actions/setup
+        with:
+          download-translations: 'false'
+      - name: Validate themes
+        run: yarn workspace @actual-app/web validate:theme-catalog
+
+  notify-failure:
+    name: Notify Discord on failure
+    needs: validate-theme-catalog
+    if: failure() && github.repository == 'actualbudget/actual'
+    runs-on: ubuntu-latest
+    environment: nightly-alerts
+    timeout-minutes: 5
+    steps:
+      - name: Notify Discord
+        uses: sarisia/actions-status-discord@eb045afee445dc055c18d3d90bd0f244fd062708 # v1.16.0
+        with:
+          webhook: ${{ secrets.DISCORD_WEBHOOK_URL }}
+          status: Failure
+          title: Nightly theme catalog scan failed
+          description: The nightly scan failed. One or more themes may be broken, or the scan itself did not complete.
+          username: Actual Nightly
+          nofail: true

.github/workflows/pr-ai-label-cleanup.yml

@@ -1,25 +0,0 @@
-name: Remove 'suspect ai generated' label when 'AI generated' is present
-
-on:
-  pull_request_target:
-    types: [labeled]
-
-permissions:
-  pull-requests: write
-
-jobs:
-  remove-suspect-label:
-    if: >-
-      ${{ contains(github.event.pull_request.labels.*.name, 'AI generated') &&
-          contains(github.event.pull_request.labels.*.name, 'suspect ai generated') }}
-    runs-on: ubuntu-slim
-    steps:
-      - uses: actions/github-script@ed597411d8f924073f98dfc5c65a23a2325f34cd # v8.0.0
-        with:
-          script: |
-            await github.rest.issues.removeLabel({
-              owner: context.repo.owner,
-              repo: context.repo.repo,
-              issue_number: context.issue.number,
-              name: 'suspect ai generated'
-            });

.github/workflows/publish-flathub.yml

@@ -0,0 +1,132 @@
+name: Publish Flathub
+
+defaults:
+  run:
+    shell: bash
+
+on:
+  release:
+    types: [published]
+  workflow_dispatch:
+    inputs:
+      tag:
+        description: 'Release tag (e.g. v25.3.0)'
+        required: true
+        type: string
+
+concurrency:
+  group: publish-flathub
+  cancel-in-progress: false
+
+jobs:
+  publish-flathub:
+    runs-on: ubuntu-22.04
+    steps:
+      - name: Resolve version
+        id: resolve_version
+        env:
+          EVENT_NAME: ${{ github.event_name }}
+          RELEASE_TAG: ${{ github.event.release.tag_name }}
+          INPUT_TAG: ${{ inputs.tag }}
+        run: |
+          if [[ "$EVENT_NAME" == "release" ]]; then
+            TAG="$RELEASE_TAG"
+          else
+            TAG="$INPUT_TAG"
+          fi
+
+          if [[ -z "$TAG" ]]; then
+            echo "::error::No tag provided"
+            exit 1
+          fi
+
+          # Validate tag format (v-prefixed semver, e.g. v25.3.0 or v1.2.3-beta.1)
+          if [[ ! "$TAG" =~ ^v[0-9]+\.[0-9]+\.[0-9]+(-[a-zA-Z0-9.]+)?$ ]]; then
+            echo "::error::Invalid tag format: $TAG (expected v-prefixed semver, e.g. v25.3.0)"
+            exit 1
+          fi
+
+          VERSION="${TAG#v}"
+          echo "tag=$TAG" >> "$GITHUB_OUTPUT"
+          echo "version=$VERSION" >> "$GITHUB_OUTPUT"
+          echo "Resolved tag=$TAG version=$VERSION"
+
+      - name: Verify release assets exist
+        env:
+          GH_TOKEN: ${{ github.token }}
+          STEPS_RESOLVE_VERSION_OUTPUTS_TAG: ${{ steps.resolve_version.outputs.tag }}
+        run: |
+          TAG="${STEPS_RESOLVE_VERSION_OUTPUTS_TAG}"
+
+          echo "Checking release assets for tag $TAG..."
+          ASSETS=$(gh api "repos/${{ github.repository }}/releases/tags/$TAG" --jq '.assets[].name')
+
+          echo "Found assets:"
+          echo "$ASSETS"
+
+          if ! echo "$ASSETS" | grep -qx "Actual-linux-x86_64.AppImage"; then
+            echo "::error::Missing asset: Actual-linux-x86_64.AppImage"
+            exit 1
+          fi
+
+          if ! echo "$ASSETS" | grep -qx "Actual-linux-arm64.AppImage"; then
+            echo "::error::Missing asset: Actual-linux-arm64.AppImage"
+            exit 1
+          fi
+
+          echo "All required AppImage assets found."
+
+      - name: Calculate AppImage SHA256 (streamed)
+        run: |
+          VERSION="${STEPS_RESOLVE_VERSION_OUTPUTS_VERSION}"
+          BASE_URL="https://github.com/${{ github.repository }}/releases/download/v${VERSION}"
+
+          echo "Streaming x86_64 AppImage to compute SHA256..."
+          APPIMAGE_X64_SHA256=$(curl -fSL "${BASE_URL}/Actual-linux-x86_64.AppImage" | sha256sum | awk '{ print $1 }')
+          echo "x86_64 SHA256: $APPIMAGE_X64_SHA256"
+
+          echo "Streaming arm64 AppImage to compute SHA256..."
+          APPIMAGE_ARM64_SHA256=$(curl -fSL "${BASE_URL}/Actual-linux-arm64.AppImage" | sha256sum | awk '{ print $1 }')
+          echo "arm64 SHA256: $APPIMAGE_ARM64_SHA256"
+
+          echo "APPIMAGE_X64_SHA256=$APPIMAGE_X64_SHA256" >> "$GITHUB_ENV"
+          echo "APPIMAGE_ARM64_SHA256=$APPIMAGE_ARM64_SHA256" >> "$GITHUB_ENV"
+        env:
+          STEPS_RESOLVE_VERSION_OUTPUTS_VERSION: ${{ steps.resolve_version.outputs.version }}
+
+      - name: Checkout Flathub repo
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          repository: flathub/com.actualbudget.actual
+          token: ${{ secrets.FLATHUB_GITHUB_TOKEN }}
+          persist-credentials: false
+
+      - name: Update manifest with new version
+        run: |
+          VERSION="${STEPS_RESOLVE_VERSION_OUTPUTS_VERSION}"
+
+          # Replace x86_64 entry
+          sed -i "/x86_64.AppImage/{n;s|sha256:.*|sha256: ${APPIMAGE_X64_SHA256}|}" com.actualbudget.actual.yml
+          sed -i "/x86_64.AppImage/s|url:.*|url: https://github.com/actualbudget/actual/releases/download/v${VERSION}/Actual-linux-x86_64.AppImage|" com.actualbudget.actual.yml
+
+          # Replace arm64 entry
+          sed -i "/arm64.AppImage/{n;s|sha256:.*|sha256: ${APPIMAGE_ARM64_SHA256}|}" com.actualbudget.actual.yml
+          sed -i "/arm64.AppImage/s|url:.*|url: https://github.com/actualbudget/actual/releases/download/v${VERSION}/Actual-linux-arm64.AppImage|" com.actualbudget.actual.yml
+
+          echo "Updated manifest:"
+          cat com.actualbudget.actual.yml
+        env:
+          STEPS_RESOLVE_VERSION_OUTPUTS_VERSION: ${{ steps.resolve_version.outputs.version }}
+
+      - name: Create PR in Flathub repo
+        uses: peter-evans/create-pull-request@5f6978faf089d4d20b00c7766989d076bb2fc7f1 # v8.1.1
+        with:
+          token: ${{ secrets.FLATHUB_GITHUB_TOKEN }}
+          commit-message: 'Update Actual flatpak to version ${{ steps.resolve_version.outputs.version }}'
+          branch: 'release/${{ steps.resolve_version.outputs.version }}'
+          title: 'Update Actual flatpak to version ${{ steps.resolve_version.outputs.version }}'
+          body: |
+            This PR updates the Actual desktop flatpak to version ${{ steps.resolve_version.outputs.version }}.
+
+            :link: [View release notes](https://actualbudget.org/blog/release-${{ steps.resolve_version.outputs.version }})
+          reviewers: 'jfdoming,MatissJanis,youngcw'

.github/workflows/publish-nightly-electron.yml

@@ -20,6 +20,7 @@ concurrency:
 jobs:
   build:
     strategy:
+      fail-fast: false
       matrix:
         os:
           - ubuntu-22.04
@@ -28,7 +29,9 @@ jobs:
     runs-on: ${{ matrix.os }}
     if: github.event.repository.fork == false
     steps:
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - if: ${{ startsWith(matrix.os, 'windows') }}
         run: pip.exe install setuptools
 
@@ -39,6 +42,9 @@ jobs:
           source .venv/bin/activate
           python3 -m pip install setuptools
 
+      - name: Set up environment
+        uses: ./.github/actions/setup
+
       - if: ${{ startsWith(matrix.os, 'ubuntu') }}
         name: Setup Flatpak dependencies
         run: |
@@ -53,16 +59,14 @@ jobs:
 
           METAINFO_FILE="packages/desktop-electron/extra-resources/linux/com.actualbudget.actual.metainfo.xml"
           TODAY=$(date +%Y-%m-%d)
-          VERSION=$(node ./packages/ci-actions/bin/get-next-package-version.js --package-json ./packages/desktop-electron/package.json --type nightly)
+          VERSION=$(yarn workspace @actual-app/ci-actions tsx bin/get-next-package-version.ts --package-json ./packages/desktop-electron/package.json --type nightly)
           sed -i "s/%RELEASE_VERSION%/$VERSION/g; s/%RELEASE_DATE%/$TODAY/g" "$METAINFO_FILE"
           flatpak run --command=flatpak-builder-lint org.flatpak.Builder appstream "$METAINFO_FILE"
-      - name: Set up environment
-        uses: ./.github/actions/setup
 
       - name: Update package versions
         run: |
           # Get new nightly version
-          NEW_DESKTOP_APP_VERSION=$(node ./packages/ci-actions/bin/get-next-package-version.js --package-json ./packages/desktop-electron/package.json --type nightly)
+          NEW_DESKTOP_APP_VERSION=$(yarn workspace @actual-app/ci-actions tsx bin/get-next-package-version.ts --package-json ./packages/desktop-electron/package.json --type nightly)
 
           # Set package version
           npm version $NEW_DESKTOP_APP_VERSION --no-git-tag-version --workspace=desktop-electron --no-workspaces-update
@@ -82,49 +86,49 @@ jobs:
         run: ./bin/package-electron
 
       - name: Upload Linux x64 AppImage
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-linux-x86_64.AppImage
           if-no-files-found: ignore
           path: packages/desktop-electron/dist/Actual-linux-x86_64.AppImage
 
       - name: Upload Linux arm64 AppImage
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-linux-arm64.AppImage
           if-no-files-found: ignore
           path: packages/desktop-electron/dist/Actual-linux-arm64.AppImage
 
       - name: Upload Windows x32 exe
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-windows-ia32.exe
           if-no-files-found: ignore
           path: packages/desktop-electron/dist/Actual-windows-ia32.exe
 
       - name: Upload Windows x64 exe
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-windows-x64.exe
           if-no-files-found: ignore
           path: packages/desktop-electron/dist/Actual-windows-x64.exe
 
       - name: Upload Windows arm64 exe
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-windows-arm64.exe
           if-no-files-found: ignore
           path: packages/desktop-electron/dist/Actual-windows-arm64.exe
 
       - name: Upload Mac x64 dmg
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-mac-x64.dmg
           if-no-files-found: ignore
           path: packages/desktop-electron/dist/Actual-mac-x64.dmg
 
       - name: Upload Mac arm64 dmg
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-mac-arm64.dmg
           if-no-files-found: ignore
@@ -132,7 +136,7 @@ jobs:
 
       - name: Upload Windows Store Build
         if: ${{ startsWith(matrix.os, 'windows') }}
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: actual-electron-${{ matrix.os }}-appx
           path: |

.github/workflows/publish-nightly-npm-packages.yml

@@ -1,95 +0,0 @@
-name: Publish nightly npm packages
-
-# Nightly npm packages are built daily at midnight UTC
-on:
-  schedule:
-    - cron: '0 0 * * *'
-  workflow_dispatch:
-
-jobs:
-  build-and-pack:
-    runs-on: ubuntu-latest
-    name: Build and pack npm packages
-    if: github.event.repository.fork == false
-    steps:
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
-
-      - name: Set up environment
-        uses: ./.github/actions/setup
-
-      - name: Update package versions
-        run: |
-          # Get new nightly versions
-          NEW_WEB_VERSION=$(node ./packages/ci-actions/bin/get-next-package-version.js --package-json ./packages/desktop-client/package.json --type nightly)
-          NEW_SYNC_VERSION=$(node ./packages/ci-actions/bin/get-next-package-version.js --package-json ./packages/sync-server/package.json --type nightly)
-          NEW_API_VERSION=$(node ./packages/ci-actions/bin/get-next-package-version.js --package-json ./packages/api/package.json --type nightly)
-
-          # Set package versions
-          npm version $NEW_WEB_VERSION --no-git-tag-version --workspace=@actual-app/web --no-workspaces-update
-          npm version $NEW_SYNC_VERSION --no-git-tag-version --workspace=@actual-app/sync-server --no-workspaces-update
-          npm version $NEW_API_VERSION --no-git-tag-version --workspace=@actual-app/api --no-workspaces-update
-
-      - name: Yarn install
-        run: |
-          yarn install
-
-      - name: Build Server & Web
-        run: yarn build:server
-
-      - name: Pack the web and server packages
-        run: |
-          yarn workspace @actual-app/web pack --filename @actual-app/web.tgz
-          yarn workspace @actual-app/sync-server pack --filename @actual-app/sync-server.tgz
-
-      - name: Build API
-        run: yarn build:api
-
-      - name: Pack the api package
-        run: |
-          yarn workspace @actual-app/api pack --filename @actual-app/api.tgz
-
-      - name: Upload package artifacts
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
-        with:
-          name: npm-packages
-          path: |
-            packages/desktop-client/@actual-app/web.tgz
-            packages/sync-server/@actual-app/sync-server.tgz
-            packages/api/@actual-app/api.tgz
-
-  publish:
-    runs-on: ubuntu-latest
-    name: Publish Nightly npm packages
-    needs: build-and-pack
-    permissions:
-      contents: read
-      packages: write
-    steps:
-      - name: Download the artifacts
-        uses: actions/download-artifact@018cc2cf5baa6db3ef3c5f8a56943fffe632ef53 # v6.0.0
-        with:
-          name: npm-packages
-
-      - name: Setup node and npm registry
-        uses: actions/setup-node@2028fbc5c25fe9cf00d9f06a71cc4710d4507903 # v6.0.0
-        with:
-          node-version: 22
-          registry-url: 'https://registry.npmjs.org'
-
-      - name: Publish Web
-        run: |
-          npm publish desktop-client/@actual-app/web.tgz --access public --tag nightly
-        env:
-          NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}
-
-      - name: Publish Sync-Server
-        run: |
-          npm publish sync-server/@actual-app/sync-server.tgz --access public --tag nightly
-        env:
-          NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}
-
-      - name: Publish API
-        run: |
-          npm publish api/@actual-app/api.tgz --access public --tag nightly
-        env:
-          NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}

.github/workflows/publish-npm-packages.yml

@@ -1,22 +1,55 @@
 name: Publish npm packages
 
-# # Npm packages are published for every new tag
+# Npm packages are published for every new tag and nightly schedule
 on:
   push:
     tags:
       - 'v*.*.*'
+  schedule:
+    - cron: '0 0 * * *'
+  workflow_dispatch:
 
 jobs:
   build-and-pack:
     runs-on: ubuntu-latest
     name: Build and pack npm packages
+    if: github.event_name == 'push' || (github.event.repository.fork == false)
     steps:
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
 
       - name: Set up environment
         uses: ./.github/actions/setup
 
-      - name: Build Web
+      - name: Update package versions
+        if: github.event_name != 'push'
+        run: |
+          # Get new nightly versions
+          NEW_CORE_VERSION=$(yarn workspace @actual-app/ci-actions tsx bin/get-next-package-version.ts --package-json ./packages/loot-core/package.json --type nightly)
+          NEW_WEB_VERSION=$(yarn workspace @actual-app/ci-actions tsx bin/get-next-package-version.ts --package-json ./packages/desktop-client/package.json --type nightly)
+          NEW_SYNC_VERSION=$(yarn workspace @actual-app/ci-actions tsx bin/get-next-package-version.ts --package-json ./packages/sync-server/package.json --type nightly)
+          NEW_API_VERSION=$(yarn workspace @actual-app/ci-actions tsx bin/get-next-package-version.ts --package-json ./packages/api/package.json --type nightly)
+          NEW_CLI_VERSION=$(yarn workspace @actual-app/ci-actions tsx bin/get-next-package-version.ts --package-json ./packages/cli/package.json --type nightly)
+
+          # Set package versions
+          npm version $NEW_CORE_VERSION --no-git-tag-version --workspace=@actual-app/core --no-workspaces-update
+          npm version $NEW_WEB_VERSION --no-git-tag-version --workspace=@actual-app/web --no-workspaces-update
+          npm version $NEW_SYNC_VERSION --no-git-tag-version --workspace=@actual-app/sync-server --no-workspaces-update
+          npm version $NEW_API_VERSION --no-git-tag-version --workspace=@actual-app/api --no-workspaces-update
+          npm version $NEW_CLI_VERSION --no-git-tag-version --workspace=@actual-app/cli --no-workspaces-update
+
+      - name: Yarn install
+        if: github.event_name != 'push'
+        run: |
+          # Required after nightly `npm version` updates workspace manifests.
+          yarn install
+
+      - name: Pack the core package
+        run: |
+          yarn workspace @actual-app/core pack --filename @actual-app/core.tgz
+
+      - name: Build Server & Web
         run: yarn build:server
 
       - name: Pack the web and server packages
@@ -31,14 +64,24 @@ jobs:
         run: |
           yarn workspace @actual-app/api pack --filename @actual-app/api.tgz
 
+      - name: Build CLI
+        run: yarn workspace @actual-app/cli build
+
+      - name: Pack the cli package
+        run: |
+          yarn workspace @actual-app/cli pack --filename @actual-app/cli.tgz
+
       - name: Upload package artifacts
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
+        if: ${{ !env.ACT }}
         with:
           name: npm-packages
           path: |
+            packages/loot-core/@actual-app/core.tgz
             packages/desktop-client/@actual-app/web.tgz
             packages/sync-server/@actual-app/sync-server.tgz
             packages/api/@actual-app/api.tgz
+            packages/cli/@actual-app/cli.tgz
 
   publish:
     runs-on: ubuntu-latest
@@ -47,32 +90,38 @@ jobs:
     permissions:
       contents: read
       packages: write
+      id-token: write # Required for OIDC
+    env:
+      NPM_DIST_TAG: ${{ github.event_name != 'push' && 'nightly' || '' }}
     steps:
       - name: Download the artifacts
-        uses: actions/download-artifact@018cc2cf5baa6db3ef3c5f8a56943fffe632ef53 # v6.0.0
+        uses: actions/download-artifact@3e5f45b2cfb9172054b4087a40e8e0b5a5461e7c # v8.0.1
         with:
           name: npm-packages
 
       - name: Setup node and npm registry
-        uses: actions/setup-node@2028fbc5c25fe9cf00d9f06a71cc4710d4507903 # v6.0.0
+        uses: actions/setup-node@53b83947a5a98c8d113130e565377fae1a50d02f # v6.3.0
         with:
-          node-version: 22
+          node-version: 24
+          check-latest: true
           registry-url: 'https://registry.npmjs.org'
 
+      - name: Publish Core
+        run: |
+          npm publish loot-core/@actual-app/core.tgz --access public ${NPM_DIST_TAG:+--tag "$NPM_DIST_TAG"}
+
       - name: Publish Web
         run: |
-          npm publish desktop-client/@actual-app/web.tgz --access public
-        env:
-          NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}
+          npm publish desktop-client/@actual-app/web.tgz --access public ${NPM_DIST_TAG:+--tag "$NPM_DIST_TAG"}
 
       - name: Publish Sync-Server
         run: |
-          npm publish sync-server/@actual-app/sync-server.tgz --access public
-        env:
-          NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}
+          npm publish sync-server/@actual-app/sync-server.tgz --access public ${NPM_DIST_TAG:+--tag "$NPM_DIST_TAG"}
 
       - name: Publish API
         run: |
-          npm publish api/@actual-app/api.tgz --access public
-        env:
-          NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}
+          npm publish api/@actual-app/api.tgz --access public ${NPM_DIST_TAG:+--tag "$NPM_DIST_TAG"}
+
+      - name: Publish CLI
+        run: |
+          npm publish cli/@actual-app/cli.tgz --access public ${NPM_DIST_TAG:+--tag "$NPM_DIST_TAG"}

.github/workflows/release-notes.yml

@@ -3,6 +3,10 @@ name: Release notes
 on:
   pull_request:
 
+permissions:
+  contents: write
+  pull-requests: read
+
 concurrency:
   group: ${{ github.workflow }}-${{ github.event.pull_request.number || github.ref }}
   cancel-in-progress: true
@@ -11,15 +15,37 @@ jobs:
   release-notes:
     runs-on: ubuntu-latest
     steps:
+      - name: Check if triggered by bot
+        id: bot-check
+        uses: actions/github-script@3a2844b7e9c422d3c10d287c895573f7108da1b3 # v9.0.0
+        with:
+          script: |
+            const { data: commit } = await github.rest.git.getCommit({
+              owner: context.repo.owner,
+              repo: context.repo.repo,
+              commit_sha: context.payload.pull_request.head.sha,
+            });
+            const skip = commit.author.name === 'github-actions[bot]'
+              && commit.message.startsWith('Generate release notes');
+            console.log(`Head commit by "${commit.author.name}": ${commit.message.split('\n')[0]}`);
+            console.log(`Skip: ${skip}`);
+            core.setOutput('skip', String(skip));
+
       - name: Checkout
-        uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+        if: steps.bot-check.outputs.skip != 'true'
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
         with:
           fetch-depth: 0
+          token: ${{ secrets.ACTIONS_UPDATE_TOKEN || github.token }}
+          # Need to be able to commit release notes after generation
+          persist-credentials: true
+
       - name: Get changed files
+        if: steps.bot-check.outputs.skip != 'true'
         id: changed-files
         run: |
-          git fetch origin ${{ github.base_ref }}
-          CHANGED_FILES=$(git diff --name-only origin/${{ github.base_ref }}...HEAD)
+          git fetch origin ${GITHUB_BASE_REF}
+          CHANGED_FILES=$(git diff --name-only origin/${GITHUB_BASE_REF}...HEAD)
           NON_DOCS_FILES=$(echo "$CHANGED_FILES" | grep -v -e "^packages/docs/" -e "^\.github/actions/docs-spelling/" || true)
 
           if [ -z "$NON_DOCS_FILES" ] && [ -n "$CHANGED_FILES" ]; then
@@ -28,9 +54,17 @@ jobs:
           else
             echo "only_docs=false" >> $GITHUB_OUTPUT
           fi
+
       - name: Check release notes
-        if: startsWith(github.head_ref, 'release/') == false && steps.changed-files.outputs.only_docs != 'true'
-        uses: actualbudget/actions/release-notes/check@main
+        if: >-
+          steps.bot-check.outputs.skip != 'true'
+          && startsWith(github.head_ref, 'release/') == false
+          && steps.changed-files.outputs.only_docs != 'true'
+        uses: ./.github/actions/release-notes/check
+
       - name: Generate release notes
-        if: startsWith(github.head_ref, 'release/') == true
-        uses: actualbudget/actions/release-notes/generate@main
+        if: >-
+          steps.bot-check.outputs.skip != 'true'
+          && startsWith(github.head_ref, 'release/') == true
+          && github.event.pull_request.head.repo.full_name == github.event.pull_request.base.repo.full_name
+        uses: ./.github/actions/release-notes/generate

.github/workflows/size-compare.yml

@@ -35,9 +35,10 @@ jobs:
       contents: read
     steps:
       - name: Checkout base branch
-        uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
         with:
           ref: ${{ github.base_ref }}
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
@@ -57,6 +58,20 @@ jobs:
           token: ${{ secrets.GITHUB_TOKEN }}
           checkName: api
           ref: ${{github.base_ref}}
+      - name: Wait for ${{github.base_ref}} CLI build to succeed
+        uses: fountainhead/action-wait-for-check@5a908a24814494009c4bb27c242ea38c93c593be # v1.2.0
+        id: master-cli-build
+        with:
+          token: ${{ secrets.GITHUB_TOKEN }}
+          checkName: cli
+          ref: ${{github.base_ref}}
+      - name: Wait for ${{github.base_ref}} CRDT build to succeed
+        uses: fountainhead/action-wait-for-check@5a908a24814494009c4bb27c242ea38c93c593be # v1.2.0
+        id: master-crdt-build
+        with:
+          token: ${{ secrets.GITHUB_TOKEN }}
+          checkName: crdt
+          ref: ${{github.base_ref}}
 
       - name: Wait for PR build to succeed
         uses: fountainhead/action-wait-for-check@5a908a24814494009c4bb27c242ea38c93c593be # v1.2.0
@@ -72,15 +87,29 @@ jobs:
           token: ${{ secrets.GITHUB_TOKEN }}
           checkName: api
           ref: ${{github.event.pull_request.head.sha}}
+      - name: Wait for CLI PR build to succeed
+        uses: fountainhead/action-wait-for-check@5a908a24814494009c4bb27c242ea38c93c593be # v1.2.0
+        id: wait-for-cli-build
+        with:
+          token: ${{ secrets.GITHUB_TOKEN }}
+          checkName: cli
+          ref: ${{github.event.pull_request.head.sha}}
+      - name: Wait for CRDT PR build to succeed
+        uses: fountainhead/action-wait-for-check@5a908a24814494009c4bb27c242ea38c93c593be # v1.2.0
+        id: wait-for-crdt-build
+        with:
+          token: ${{ secrets.GITHUB_TOKEN }}
+          checkName: crdt
+          ref: ${{github.event.pull_request.head.sha}}
 
       - name: Report build failure
-        if: steps.wait-for-web-build.outputs.conclusion == 'failure' || steps.wait-for-api-build.outputs.conclusion == 'failure'
+        if: steps.wait-for-web-build.outputs.conclusion == 'failure' || steps.wait-for-api-build.outputs.conclusion == 'failure' || steps.wait-for-cli-build.outputs.conclusion == 'failure' || steps.wait-for-crdt-build.outputs.conclusion == 'failure'
         run: |
-          echo "Build failed on PR branch or ${{github.base_ref}}"
+          echo "Build failed on PR branch or ${GITHUB_BASE_REF}"
           exit 1
 
       - name: Download web build artifact from ${{github.base_ref}}
-        uses: dawidd6/action-download-artifact@ac66b43f0e6a346234dd65d4d0c8fbb31cb316e5 # v11
+        uses: dawidd6/action-download-artifact@8305c0f1062bb0d184d09ef4493ecb9288447732 # v20
         id: pr-web-build
         with:
           branch: ${{github.base_ref}}
@@ -89,7 +118,7 @@ jobs:
           name: build-stats
           path: base
       - name: Download API build artifact from ${{github.base_ref}}
-        uses: dawidd6/action-download-artifact@ac66b43f0e6a346234dd65d4d0c8fbb31cb316e5 # v11
+        uses: dawidd6/action-download-artifact@8305c0f1062bb0d184d09ef4493ecb9288447732 # v20
         id: pr-api-build
         with:
           branch: ${{github.base_ref}}
@@ -98,7 +127,7 @@ jobs:
           name: api-build-stats
           path: base
       - name: Download build stats from PR
-        uses: dawidd6/action-download-artifact@ac66b43f0e6a346234dd65d4d0c8fbb31cb316e5 # v11
+        uses: dawidd6/action-download-artifact@8305c0f1062bb0d184d09ef4493ecb9288447732 # v20
         with:
           pr: ${{github.event.pull_request.number}}
           workflow: build.yml
@@ -107,7 +136,7 @@ jobs:
           path: head
           allow_forks: true
       - name: Download API stats from PR
-        uses: dawidd6/action-download-artifact@ac66b43f0e6a346234dd65d4d0c8fbb31cb316e5 # v11
+        uses: dawidd6/action-download-artifact@8305c0f1062bb0d184d09ef4493ecb9288447732 # v20
         with:
           pr: ${{github.event.pull_request.number}}
           workflow: build.yml
@@ -115,6 +144,40 @@ jobs:
           name: api-build-stats
           path: head
           allow_forks: true
+      - name: Download CLI build artifact from ${{github.base_ref}}
+        uses: dawidd6/action-download-artifact@8305c0f1062bb0d184d09ef4493ecb9288447732 # v20
+        with:
+          branch: ${{github.base_ref}}
+          workflow: build.yml
+          workflow_conclusion: '' # ignore the conclusion of the workflow, since we already checked it
+          name: cli-build-stats
+          path: base
+      - name: Download CLI stats from PR
+        uses: dawidd6/action-download-artifact@8305c0f1062bb0d184d09ef4493ecb9288447732 # v20
+        with:
+          pr: ${{github.event.pull_request.number}}
+          workflow: build.yml
+          workflow_conclusion: '' # ignore the conclusion of the workflow, since we already checked it
+          name: cli-build-stats
+          path: head
+          allow_forks: true
+      - name: Download CRDT build artifact from ${{github.base_ref}}
+        uses: dawidd6/action-download-artifact@8305c0f1062bb0d184d09ef4493ecb9288447732 # v20
+        with:
+          branch: ${{github.base_ref}}
+          workflow: build.yml
+          workflow_conclusion: '' # ignore the conclusion of the workflow, since we already checked it
+          name: crdt-build-stats
+          path: base
+      - name: Download CRDT stats from PR
+        uses: dawidd6/action-download-artifact@8305c0f1062bb0d184d09ef4493ecb9288447732 # v20
+        with:
+          pr: ${{github.event.pull_request.number}}
+          workflow: build.yml
+          workflow_conclusion: '' # ignore the conclusion of the workflow, since we already checked it
+          name: crdt-build-stats
+          path: head
+          allow_forks: true
       - name: Strip content hashes from stats files
         run: |
           if [ -f ./head/web-stats.json ]; then
@@ -136,9 +199,13 @@ jobs:
             --base desktop-client=./base/web-stats.json \
             --base loot-core=./base/loot-core-stats.json \
             --base api=./base/api-stats.json \
+            --base cli=./base/cli-stats.json \
+            --base crdt=./base/crdt-stats.json \
             --head desktop-client=./head/web-stats.json \
             --head loot-core=./head/loot-core-stats.json \
             --head api=./head/api-stats.json \
+            --head cli=./head/cli-stats.json \
+            --head crdt=./head/crdt-stats.json \
             --identifier combined \
             --format pr-body > bundle-stats-comment.md
       - name: Post combined bundle stats comment

.github/workflows/stale.yml

@@ -3,12 +3,15 @@ on:
   schedule:
     - cron: '30 1 * * *'
   workflow_dispatch: # Allow manual triggering
+permissions: {}
 
 jobs:
   stale:
+    permissions:
+      pull-requests: write
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/stale@5f858e3efba33a5ca4407a664cc011ad407f2008 # v10.1.0
+      - uses: actions/stale@b5d41d4e1d5dceea10e7104786b73624c18a190f # v10.2.0
         with:
           stale-pr-message: 'This PR is stale because it has been open 30 days with no activity. Remove stale label or comment or this will be closed in 5 days.'
           close-pr-message: 'This PR was closed because it has been stalled for 5 days with no activity.'
@@ -16,9 +19,11 @@ jobs:
           days-before-close: 5
           days-before-issue-stale: -1
   stale-wip:
+    permissions:
+      pull-requests: write
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/stale@5f858e3efba33a5ca4407a664cc011ad407f2008 # v10.1.0
+      - uses: actions/stale@b5d41d4e1d5dceea10e7104786b73624c18a190f # v10.2.0
         with:
           stale-pr-message: ':wave: Hi! It looks like this PR has not had any changes for a week now. Would you like someone to review this PR? If so - please remove the "[WIP]" prefix from the PR title. That will let the community know that this PR is open for a review.'
           days-before-stale: 7
@@ -27,9 +32,11 @@ jobs:
           days-before-issue-stale: -1
 
   stale-needs-info:
+    permissions:
+      issues: write
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/stale@5f858e3efba33a5ca4407a664cc011ad407f2008 # v10.1.0
+      - uses: actions/stale@b5d41d4e1d5dceea10e7104786b73624c18a190f # v10.2.0
         with:
           stale-issue-label: 'needs info'
           days-before-stale: -1

.github/workflows/vrt-update-apply.yml

@@ -19,7 +19,7 @@ jobs:
     if: ${{ github.event.workflow_run.conclusion == 'success' }}
     steps:
       - name: Download patch artifact
-        uses: actions/download-artifact@018cc2cf5baa6db3ef3c5f8a56943fffe632ef53 # v6.0.0
+        uses: actions/download-artifact@3e5f45b2cfb9172054b4087a40e8e0b5a5461e7c # v8.0.1
         with:
           github-token: ${{ secrets.GITHUB_TOKEN }}
           run-id: ${{ github.event.workflow_run.id }}
@@ -27,7 +27,7 @@ jobs:
           path: /tmp/artifacts
 
       - name: Download metadata artifact
-        uses: actions/download-artifact@018cc2cf5baa6db3ef3c5f8a56943fffe632ef53 # v6.0.0
+        uses: actions/download-artifact@3e5f45b2cfb9172054b4087a40e8e0b5a5461e7c # v8.0.1
         with:
           github-token: ${{ secrets.GITHUB_TOKEN }}
           run-id: ${{ github.event.workflow_run.id }}
@@ -54,7 +54,7 @@ jobs:
 
       - name: Checkout fork branch
         if: steps.metadata.outputs.pr_number != ''
-        uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
         with:
           repository: ${{ steps.metadata.outputs.head_repo }}
           ref: ${{ steps.metadata.outputs.head_ref }}
@@ -107,7 +107,7 @@ jobs:
             fi
 
             # Commit
-            git commit -m "Update VRT screenshots" -m "Auto-generated by VRT workflow" -m "PR: #${{ steps.metadata.outputs.pr_number }}"
+            git commit -m "Update VRT screenshots" -m "Auto-generated by VRT workflow" -m "PR: #${STEPS_METADATA_OUTPUTS_PR_NUMBER}"
 
             echo "applied=true" >> "$GITHUB_OUTPUT"
           else
@@ -116,6 +116,8 @@ jobs:
             echo "error=Patch conflicts with current branch state" >> "$GITHUB_OUTPUT"
             exit 1
           fi
+        env:
+          STEPS_METADATA_OUTPUTS_PR_NUMBER: ${{ steps.metadata.outputs.pr_number }}
 
       - name: Push changes
         if: steps.apply.outputs.applied == 'true'
@@ -133,12 +135,15 @@ jobs:
 
       - name: Comment on PR - Failure
         if: failure() && steps.metadata.outputs.pr_number != ''
-        uses: actions/github-script@ed597411d8f924073f98dfc5c65a23a2325f34cd # v8.0.0
+        uses: actions/github-script@3a2844b7e9c422d3c10d287c895573f7108da1b3 # v9.0.0
+        env:
+          APPLY_ERROR: ${{ steps.apply.outputs.error }}
+          PR_NUMBER: ${{ steps.metadata.outputs.pr_number }}
         with:
           script: |
-            const error = `${{ steps.apply.outputs.error }}` || 'Unknown error occurred';
+            const error = process.env.APPLY_ERROR || 'Unknown error occurred';
             await github.rest.issues.createComment({
-              issue_number: ${{ steps.metadata.outputs.pr_number }},
+              issue_number: parseInt(process.env.PR_NUMBER, 10),
               owner: context.repo.owner,
               repo: context.repo.repo,
               body: `❌ Failed to apply VRT updates: ${error}\n\nPlease check the workflow logs for details.`

.github/workflows/vrt-update-generate.yml

@@ -26,7 +26,7 @@ jobs:
       pull-requests: write
     steps:
       - name: Add 👀 reaction to comment
-        uses: actions/github-script@ed597411d8f924073f98dfc5c65a23a2325f34cd # v8.0.0
+        uses: actions/github-script@3a2844b7e9c422d3c10d287c895573f7108da1b3 # v9.0.0
         with:
           script: |
             await github.rest.reactions.createForIssueComment({
@@ -44,11 +44,11 @@ jobs:
       github.event.issue.pull_request &&
       startsWith(github.event.comment.body, '/update-vrt')
     container:
-      image: mcr.microsoft.com/playwright:v1.57.0-jammy
+      image: mcr.microsoft.com/playwright:v1.59.1-jammy
     steps:
       - name: Get PR details
         id: pr
-        uses: actions/github-script@ed597411d8f924073f98dfc5c65a23a2325f34cd # v8.0.0
+        uses: actions/github-script@3a2844b7e9c422d3c10d287c895573f7108da1b3 # v9.0.0
         with:
           script: |
             const { data: pr } = await github.rest.pulls.get({
@@ -60,18 +60,24 @@ jobs:
             core.setOutput('head_ref', pr.head.ref);
             core.setOutput('head_repo', pr.head.repo.full_name);
 
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
         with:
           ref: ${{ steps.pr.outputs.head_sha }}
+          persist-credentials: false
 
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
           download-translations: 'false'
 
+      # Build tools are needed to rebuild native modules like better-sqlite3 used by the Desktop app, which is required to run VRT tests on the Desktop app and generate updated snapshots.
+      - name: Install build tools
+        run: apt-get update && apt-get install -y build-essential python3
+
       - name: Run VRT Tests on Desktop app
         continue-on-error: true
         run: |
+          yarn rebuild-electron
           xvfb-run --auto-servernum --server-args="-screen 0 1920x1080x24" -- yarn e2e:desktop --update-snapshots
 
       - name: Run VRT Tests
@@ -113,7 +119,7 @@ jobs:
 
       - name: Upload patch artifact
         if: steps.create-patch.outputs.has_changes == 'true'
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: vrt-patch-${{ github.event.issue.number }}
           path: vrt-update.patch
@@ -124,12 +130,15 @@ jobs:
         run: |
           mkdir -p pr-metadata
           echo "${{ github.event.issue.number }}" > pr-metadata/pr-number.txt
-          echo "${{ steps.pr.outputs.head_ref }}" > pr-metadata/head-ref.txt
-          echo "${{ steps.pr.outputs.head_repo }}" > pr-metadata/head-repo.txt
+          echo "${STEPS_PR_OUTPUTS_HEAD_REF}" > pr-metadata/head-ref.txt
+          echo "${STEPS_PR_OUTPUTS_HEAD_REPO}" > pr-metadata/head-repo.txt
+        env:
+          STEPS_PR_OUTPUTS_HEAD_REF: ${{ steps.pr.outputs.head_ref }}
+          STEPS_PR_OUTPUTS_HEAD_REPO: ${{ steps.pr.outputs.head_repo }}
 
       - name: Upload PR metadata
         if: steps.create-patch.outputs.has_changes == 'true'
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: vrt-metadata-${{ github.event.issue.number }}
           path: pr-metadata/

.gitignore

@@ -33,13 +33,18 @@ packages/desktop-electron/dist
 packages/desktop-electron/loot-core
 packages/desktop-client/service-worker
 packages/plugins-service/dist
+packages/component-library/dist
 packages/loot-core/lib-dist
+**/.tsbuildinfo
 packages/sync-server/coverage
 bundle.desktop.js
 bundle.desktop.js.map
 bundle.mobile.js
 bundle.mobile.js.map
 
+# Python virtualenv (Electron CI provisions one at the repo root for setuptools)
+.venv/
+
 # Yarn
 .pnp.*
 .yarn/*
@@ -56,6 +61,10 @@ bundle.mobile.js.map
 # IntelliJ IDEA
 .idea
 
+# Claude Code
+.claude/worktrees/*
+.claude/settings.local.json
+
 # Misc
 .#*
 
@@ -79,3 +88,10 @@ build/
 
 *storybook.log
 storybook-static
+
+# cli config when testing locally
+.actualrc.json
+.actualrc
+.actualrc.yaml
+.actualrc.yml
+actual.config.js

.husky/post-checkout

@@ -0,0 +1,21 @@
+#!/bin/sh
+# Run yarn install when switching branches (if yarn.lock changed)
+# or when creating a new worktree (node_modules won't exist yet)
+
+# $3 is 1 for branch checkout, 0 for file checkout
+if [ "$3" != "1" ]; then
+  exit 0
+fi
+
+# Worktree creation: node_modules doesn't exist yet, always install
+if [ ! -d "node_modules" ]; then
+  echo "New worktree detected — running yarn install..."
+  yarn install || exit 1
+  exit 0
+fi
+
+# Check if yarn.lock changed between the old and new HEAD
+if git diff --name-only "$1" "$2" | grep -q "^yarn.lock$"; then
+  echo "yarn.lock changed — running yarn install..."
+  yarn install
+fi

.husky/post-merge

@@ -0,0 +1,7 @@
+#!/bin/sh
+# Run yarn install after pulling/merging (if yarn.lock changed)
+
+if git diff --name-only ORIG_HEAD HEAD | grep -q "^yarn.lock$"; then
+  echo "yarn.lock changed — running yarn install..."
+  yarn install
+fi

.oxfmtrc.json

@@ -9,24 +9,14 @@
       "react",
       "builtin",
       "external",
-      "loot-core",
-      "parent",
+      ["parent", "subpath"],
       "sibling",
-      "index",
-      "desktop-client"
+      "index"
     ],
     "customGroups": [
       {
         "groupName": "react",
-        "elementNamePattern": ["react"]
-      },
-      {
-        "groupName": "loot-core",
-        "elementNamePattern": ["loot-core"]
-      },
-      {
-        "groupName": "desktop-client",
-        "elementNamePattern": ["@desktop-client"]
+        "elementNamePattern": ["react", "react-dom/*", "react-*"]
       }
     ],
     "newlinesBetween": true

.oxlintrc.json

@@ -15,77 +15,81 @@
     "vi": "readonly",
     "backend": "readonly",
     "importScripts": "readonly",
-    "FS": "readonly"
+    "FS": "readonly",
+    "__APP_VERSION__": "readonly"
   },
   "rules": {
     // Import sorting
     "perfectionist/sort-named-imports": [
-      "warn",
+      "error",
       {
         "groups": ["value-import", "type-import"]
       }
     ],
 
     // Actual rules
-    "actual/typography": "warn",
+    "actual/typography": "error",
     "actual/no-untranslated-strings": "error",
     "actual/prefer-trans-over-t": "error",
-    "actual/prefer-if-statement": "warn",
+    "actual/prefer-if-statement": "error",
     "actual/prefer-logger-over-console": "error",
-    "actual/object-shorthand-properties": "warn",
-    "actual/prefer-const": "warn",
-    "actual/no-anchor-tag": "warn",
-    "actual/no-react-default-import": "warn",
+    "actual/object-shorthand-properties": "error",
+    "actual/prefer-const": "error",
+    "actual/no-anchor-tag": "error",
+    "actual/no-react-default-import": "error",
+    "actual/prefer-subpath-imports": "error",
+    "actual/enforce-boundaries": "error",
+    "actual/no-extraneous-dependencies": "error",
 
     // JSX A11y rules
     "jsx-a11y/no-autofocus": [
-      "warn",
+      "error",
       {
         "ignoreNonDOM": true
       }
     ],
-    "jsx-a11y/alt-text": "warn",
-    "jsx-a11y/anchor-has-content": "warn",
+    "jsx-a11y/alt-text": "error",
+    "jsx-a11y/anchor-has-content": "error",
     "jsx-a11y/anchor-is-valid": [
-      "warn",
+      "error",
       {
         "aspects": ["noHref", "invalidHref"]
       }
     ],
-    "jsx-a11y/aria-activedescendant-has-tabindex": "warn",
-    "jsx-a11y/aria-props": "warn",
-    "jsx-a11y/aria-proptypes": "warn",
+    "jsx-a11y/aria-activedescendant-has-tabindex": "error",
+    "jsx-a11y/aria-props": "error",
+    "jsx-a11y/aria-proptypes": "error",
     "jsx-a11y/aria-role": [
-      "warn",
+      "error",
       {
         "ignoreNonDOM": true
       }
     ],
-    "jsx-a11y/aria-unsupported-elements": "warn",
-    "jsx-a11y/heading-has-content": "warn",
-    "jsx-a11y/iframe-has-title": "warn",
-    "jsx-a11y/img-redundant-alt": "warn",
-    "jsx-a11y/no-access-key": "warn",
-    "jsx-a11y/no-distracting-elements": "warn",
-    "jsx-a11y/no-redundant-roles": "warn",
-    "jsx-a11y/role-has-required-aria-props": "warn",
-    "jsx-a11y/role-supports-aria-props": "warn",
-    "jsx-a11y/scope": "warn",
+    "jsx-a11y/aria-unsupported-elements": "error",
+    "jsx-a11y/heading-has-content": "error",
+    "jsx-a11y/iframe-has-title": "error",
+    "jsx-a11y/img-redundant-alt": "error",
+    "jsx-a11y/no-access-key": "error",
+    "jsx-a11y/no-distracting-elements": "error",
+    "jsx-a11y/no-redundant-roles": "error",
+    "jsx-a11y/role-has-required-aria-props": "error",
+    "jsx-a11y/role-supports-aria-props": "error",
+    "jsx-a11y/scope": "error",
 
     // Typescript rules
-    "typescript/ban-ts-comment": ["warn"],
-    "typescript/consistent-type-definitions": ["warn", "type"],
+    "typescript/ban-ts-comment": ["error"],
+    "typescript/consistent-type-definitions": ["error", "type"],
     "typescript/consistent-type-imports": [
-      "warn",
+      "error",
       {
         "prefer": "type-imports",
         "fixStyle": "inline-type-imports"
       }
     ],
-    "typescript/no-implied-eval": "warn",
-    "typescript/no-explicit-any": "warn",
+    "typescript/no-implied-eval": "error",
+    "typescript/no-explicit-any": "error",
     "typescript/no-restricted-types": [
-      "warn",
+      "error",
       {
         "types": {
           // forbid FC as superfluous
@@ -98,141 +102,152 @@
         }
       }
     ],
-    "typescript/no-var-requires": "warn",
+    "typescript/no-var-requires": "error",
+    // we want to allow unions such as "{ name: DbAccount['name'] | DbPayee['name'] }"
+    "typescript/no-duplicate-type-constituents": "off",
+    // we want to allow unions such as "string | 'network' | 'file-key-mismatch'"
+    "typescript/no-redundant-type-constituents": "off",
+    "typescript/await-thenable": "error",
+    "typescript/no-floating-promises": "error",
+    "typescript/require-array-sort-compare": "error",
+    "typescript/unbound-method": "error",
+    "typescript/no-for-in-array": "error",
+    "typescript/restrict-template-expressions": "error",
+    "typescript/no-misused-spread": "warn", // TODO: enable this
+    "typescript/no-base-to-string": "warn", // TODO: enable this
+    "typescript/no-unsafe-unary-minus": "warn", // TODO: enable this
+    "typescript/no-unsafe-type-assertion": "warn", // TODO: enable this
 
     // Import rules
+    "import/consistent-type-specifier-style": "error",
     "import/first": "error",
     "import/no-amd": "error",
-    "import/no-default-export": "warn",
+    "import/no-default-export": "error",
     "import/no-webpack-loader-syntax": "error",
-    "import/no-useless-path-segments": "warn",
-    "import/no-unresolved": "warn",
-    "import/no-unused-modules": "warn",
     "import/no-duplicates": [
-      "warn",
+      "error",
       {
-        "prefer-inline": true
+        "prefer-inline": false
       }
     ],
 
     // React rules
     "react/exhaustive-deps": [
-      "warn",
+      "error",
       {
-        "additionalHooks": "(useQuery|useEffectAfterMount)"
+        "additionalHooks": "(^useQuery$|^useEffectAfterMount$)"
       }
     ],
-    "react/jsx-curly-brace-presence": "warn",
+    "react/jsx-curly-brace-presence": "error",
     "react/jsx-filename-extension": [
-      "warn",
+      "error",
       {
         "extensions": [".jsx", ".tsx"],
         "allow": "as-needed"
       }
     ],
-    "react/jsx-no-comment-textnodes": "warn",
-    "react/jsx-no-duplicate-props": "warn",
-    "react/jsx-no-target-blank": "warn",
+    "react/jsx-no-comment-textnodes": "error",
+    "react/jsx-no-duplicate-props": "error",
+    "react/jsx-no-target-blank": "error",
     "react/jsx-no-undef": "error",
-    "react/jsx-no-useless-fragment": "warn",
+    "react/jsx-no-useless-fragment": "error",
     "react/jsx-pascal-case": [
-      "warn",
+      "error",
       {
         "allowAllCaps": true,
         "ignore": []
       }
     ],
-    "react/no-danger-with-children": "warn",
-    "react/no-direct-mutation-state": "warn",
-    "react/no-is-mounted": "warn",
-    "react/no-unstable-nested-components": "warn",
+    "react/no-danger-with-children": "error",
+    "react/no-direct-mutation-state": "error",
+    "react/no-is-mounted": "error",
     "react/require-render-return": "error",
     "react/rules-of-hooks": "error",
-    "react/self-closing-comp": "warn",
-    "react/style-prop-object": "warn",
-    "react/jsx-boolean-value": "warn",
+    "react/self-closing-comp": "error",
+    "react/style-prop-object": "error",
+    "react/jsx-boolean-value": "error",
 
     // ESLint rules
-    "eslint/array-callback-return": "warn",
-    "eslint/curly": ["warn", "multi-line", "consistent"],
+    "eslint/array-callback-return": "error",
+    "eslint/curly": ["error", "multi-line", "consistent"],
     "eslint/default-case": [
-      "warn",
+      "error",
       {
         "commentPattern": "^no default$"
       }
     ],
-    "eslint/eqeqeq": ["warn", "smart"],
-    "eslint/no-array-constructor": "warn",
-    "eslint/no-caller": "warn",
-    "eslint/no-cond-assign": ["warn", "except-parens"],
-    "eslint/no-const-assign": "warn",
-    "eslint/no-control-regex": "warn",
-    "eslint/no-delete-var": "warn",
-    "eslint/no-dupe-class-members": "warn",
-    "eslint/no-dupe-keys": "warn",
-    "eslint/no-duplicate-case": "warn",
-    "eslint/no-empty-character-class": "warn",
-    "eslint/no-empty-function": "warn",
-    "eslint/no-empty-pattern": "warn",
-    "eslint/no-eval": "warn",
-    "eslint/no-ex-assign": "warn",
-    "eslint/no-extend-native": "warn",
-    "eslint/no-extra-bind": "warn",
-    "eslint/no-extra-label": "warn",
-    "eslint/no-fallthrough": "warn",
-    "eslint/no-func-assign": "warn",
-    "eslint/no-invalid-regexp": "warn",
-    "eslint/no-iterator": "warn",
-    "eslint/no-label-var": "warn",
-    "eslint/no-var": "warn",
+    "eslint/eqeqeq": ["error", "smart"],
+    "eslint/no-array-constructor": "error",
+    "eslint/no-caller": "error",
+    "eslint/no-cond-assign": ["error", "except-parens"],
+    "eslint/no-const-assign": "error",
+    "eslint/no-control-regex": "error",
+    "eslint/no-delete-var": "error",
+    "eslint/no-dupe-class-members": "error",
+    "eslint/no-dupe-keys": "error",
+    "eslint/no-duplicate-case": "error",
+    "eslint/no-empty-character-class": "error",
+    "eslint/no-empty-function": "error",
+    "eslint/no-empty-pattern": "error",
+    "eslint/no-eval": "error",
+    "eslint/no-ex-assign": "error",
+    "eslint/no-extend-native": "error",
+    "eslint/no-extra-bind": "error",
+    "eslint/no-extra-label": "error",
+    "eslint/no-fallthrough": "error",
+    "eslint/no-func-assign": "error",
+    "eslint/no-invalid-regexp": "error",
+    "eslint/no-iterator": "error",
+    "eslint/no-label-var": "error",
+    "eslint/no-var": "error",
     "eslint/no-labels": [
-      "warn",
+      "error",
       {
         "allowLoop": true,
         "allowSwitch": false
       }
     ],
-    "eslint/no-new-func": "warn",
-    "eslint/no-script-url": "warn",
-    "eslint/no-self-assign": "warn",
-    "eslint/no-self-compare": "warn",
-    "eslint/no-sequences": "warn",
-    "eslint/no-shadow-restricted-names": "warn",
-    "eslint/no-sparse-arrays": "warn",
-    "eslint/no-template-curly-in-string": "warn",
-    "eslint/no-this-before-super": "warn",
-    "eslint/no-throw-literal": "warn",
-    "eslint/no-unreachable": "warn",
-    "eslint/no-obj-calls": "warn",
-    "eslint/no-new-wrappers": "warn",
-    "eslint/no-unsafe-negation": "warn",
-    "eslint/no-multi-str": "warn",
-    "eslint/no-global-assign": "warn",
-    "eslint/no-lone-blocks": "warn",
-    "eslint/no-unused-labels": "warn",
-    "eslint/no-object-constructor": "warn",
-    "eslint/no-new-native-nonconstructor": "warn",
-    "eslint/no-redeclare": "warn",
-    "eslint/no-useless-computed-key": "warn",
-    "eslint/no-useless-concat": "warn",
-    "eslint/no-useless-escape": "warn",
-    "eslint/require-yield": "warn",
-    "eslint/getter-return": "warn",
-    "eslint/unicode-bom": ["warn", "never"],
-    "eslint/no-use-isnan": "warn",
-    "eslint/valid-typeof": "warn",
+    "eslint/no-new-func": "error",
+    "eslint/no-script-url": "error",
+    "eslint/no-self-assign": "error",
+    "eslint/no-self-compare": "error",
+    "eslint/no-sequences": "error",
+    "eslint/no-shadow-restricted-names": "error",
+    "eslint/no-sparse-arrays": "error",
+    "eslint/no-template-curly-in-string": "error",
+    "eslint/no-this-before-super": "error",
+    "eslint/no-throw-literal": "error",
+    "eslint/no-unreachable": "error",
+    "eslint/no-obj-calls": "error",
+    "eslint/no-new-wrappers": "error",
+    "eslint/no-unsafe-negation": "error",
+    "eslint/no-multi-str": "error",
+    "eslint/no-global-assign": "error",
+    "eslint/no-lone-blocks": "error",
+    "eslint/no-unused-labels": "error",
+    "eslint/no-object-constructor": "error",
+    "eslint/no-new-native-nonconstructor": "error",
+    "eslint/no-redeclare": "error",
+    "eslint/no-useless-computed-key": "error",
+    "eslint/no-useless-concat": "error",
+    "eslint/no-useless-escape": "error",
+    "eslint/require-yield": "error",
+    "eslint/getter-return": "error",
+    "eslint/unicode-bom": ["error", "never"],
+    "eslint/use-isnan": "error",
+    "eslint/valid-typeof": "error",
     "eslint/no-useless-rename": [
-      "warn",
+      "error",
       {
         "ignoreDestructuring": false,
         "ignoreImport": false,
         "ignoreExport": false
       }
     ],
-    "eslint/no-with": "warn",
-    "eslint/no-regex-spaces": "warn",
+    "eslint/no-with": "error",
+    "eslint/no-regex-spaces": "error",
     "eslint/no-restricted-globals": [
-      "warn",
+      "error",
 
       // https://github.com/facebook/create-react-app/tree/main/packages/confusing-browser-globals
       "addEventListener",
@@ -294,7 +309,7 @@
       "top"
     ],
     "eslint/no-restricted-imports": [
-      "warn",
+      "error",
       {
         "paths": [
           {
@@ -320,19 +335,18 @@
         ],
         "patterns": [
           {
-            "group": ["**/*.api", "**/*.web", "**/*.electron"],
+            "group": ["**/*.api", "**/*.electron"],
             "message": "Don't directly reference imports from other platforms"
           },
-          {
-            "group": ["uuid"],
-            "importNames": ["*"],
-            "message": "Use `import { v4 as uuidv4 } from 'uuid'` instead"
-          },
           {
             "group": ["**/style", "**/colors"],
             "importNames": ["colors"],
             "message": "Please use themes instead of colors"
           },
+          {
+            "group": ["**/style/themes/*"],
+            "message": "Please do not import theme files directly"
+          },
           {
             "group": ["@actual-app/web/**/*"],
             "message": "Please do not import `@actual-app/web` in `loot-core`"
@@ -340,9 +354,11 @@
         ]
       }
     ],
-    "eslint/no-useless-constructor": "warn",
-    "eslint/no-undef": "warn",
-    "eslint/no-unused-expressions": "warn"
+    "eslint/no-useless-constructor": "error",
+    "eslint/no-undef": "error",
+    "eslint/no-unused-expressions": "error",
+    "eslint/no-return-assign": "error",
+    "eslint/no-unused-vars": "error"
   },
   "overrides": [
     {
@@ -355,7 +371,14 @@
       "files": ["**/*.test.{js,ts,jsx,tsx}", "packages/docs/**/*"],
       "rules": {
         "actual/no-untranslated-strings": "off",
-        "actual/prefer-logger-over-console": "off"
+        "actual/prefer-logger-over-console": "off",
+        "typescript/unbound-method": "off"
+      }
+    },
+    {
+      "files": ["packages/eslint-plugin-actual/lib/rules/__tests__/**/*"],
+      "rules": {
+        "actual/enforce-boundaries": "off"
       }
     },
     {
@@ -385,6 +408,12 @@
         "typescript-paths/absolute-import": ["error", { "enableAlias": false }]
       }
     },
+    {
+      "files": ["packages/desktop-client/src/style/themes/*"],
+      "rules": {
+        "eslint/no-restricted-imports": "off"
+      }
+    },
     // TODO: enable these
     {
       "files": [
@@ -396,6 +425,16 @@
       "rules": {
         "eslint/no-empty-function": "off"
       }
+    },
+    // crdt enforces the repo's "TODO: enable this" typescript rules as errors
+    {
+      "files": ["packages/crdt/**/*"],
+      "rules": {
+        "typescript/no-misused-spread": "error",
+        "typescript/no-base-to-string": "error",
+        "typescript/no-unsafe-unary-minus": "error",
+        "typescript/no-unsafe-type-assertion": "error"
+      }
     }
   ]
 }

.yarnrc.yml

@@ -6,4 +6,4 @@ enableTransparentWorkspaces: false
 
 nodeLinker: node-modules
 
-yarnPath: .yarn/releases/yarn-4.10.3.cjs
+yarnPath: .yarn/releases/yarn-4.13.0.cjs

AGENTS.md

@@ -42,6 +42,12 @@ yarn start:desktop
 - Use `yarn workspace <workspace-name> run <command>` for workspace-specific tasks
 - Tests run once and exit by default (using `vitest --run`)
 
+### ⚠️ CRITICAL REQUIREMENT: AI-Generated Commit Messages and PR Titles
+
+**ALL commit messages and PR titles MUST be prefixed with `[AI]`.** No exceptions.
+
+See [PR and Commit Rules](.github/agents/pr-and-commit-rules.md) for the full specification, including git safety rules, pre-commit checklist, and PR workflow.
+
 ### Task Orchestration with Lage
 
 The project uses **[lage](https://microsoft.github.io/lage/)** (a task runner for JavaScript monorepos) to efficiently run tests and other tasks across multiple workspaces:
@@ -78,7 +84,7 @@ The core application logic that runs on any platform.
 
   ```bash
   # Run all loot-core tests
-  yarn workspace loot-core run test
+  yarn workspace @actual-app/core run test
 
   # Or run tests across all packages using lage
   yarn test
@@ -213,7 +219,7 @@ yarn test
 yarn test:debug
 
 # Run tests for a specific package
-yarn workspace loot-core run test
+yarn workspace @actual-app/core run test
 ```
 
 **E2E Tests (Playwright)**
@@ -275,7 +281,6 @@ Always run `yarn typecheck` before committing.
 - Avoid `any` or `unknown` unless absolutely necessary
 - Look for existing type definitions in the codebase
 - Avoid type assertions (`as`, `!`) - prefer `satisfies`
-- Use inline type imports: `import { type MyType } from '...'`
 
 **Naming:**
 
@@ -292,6 +297,7 @@ Always run `yarn typecheck` before committing.
 
 **React Patterns:**
 
+- The project uses **React Compiler** (`babel-plugin-react-compiler`) in the desktop-client. The compiler auto-memoizes component bodies, so you can omit manual `useCallback`, `useMemo`, and `React.memo` when adding or refactoring code; prefer inline callbacks and values unless a stable identity is required by a non-compiled dependency.
 - Don't use `React.FunctionComponent` or `React.FC` - type props directly
 - Don't use `React.*` patterns - use named imports instead
 - Use `<Link>` instead of `<a>` tags
@@ -324,7 +330,7 @@ Always maintain newlines between import groups.
 
 ### Platform-Specific Code
 
-- Don't directly reference platform-specific imports (`.api`, `.web`, `.electron`)
+- Don't directly reference platform-specific imports (`.api`, `.electron`)
 - Use conditional exports in `loot-core` for platform-specific code
 - Platform resolution happens at build time via package.json exports
 
@@ -338,11 +344,7 @@ Always maintain newlines between import groups.
 
 **Git Commands:**
 
-- Never update git config
-- Never run destructive git operations (force push, hard reset) unless explicitly requested
-- Never skip hooks (--no-verify, --no-gpg-sign)
-- Never force push to main/master
-- Never commit unless explicitly asked
+See [PR and Commit Rules](.github/agents/pr-and-commit-rules.md) for complete git safety rules, commit message requirements, and PR workflow.
 
 ## File Structure Patterns
 
@@ -498,14 +500,14 @@ Icons in `packages/component-library/src/icons/` are auto-generated. Don't manua
 
 1. Check `tsconfig.json` for path mappings
 2. Check package.json `exports` field (especially for loot-core)
-3. Verify platform-specific imports (`.web`, `.electron`, `.api`)
+3. Verify platform-specific imports (`.electron`, `.api`)
 4. Use absolute imports in `desktop-client` (enforced by ESLint)
 
 ### Build Failures
 
 1. Clean build artifacts: `rm -rf packages/*/dist packages/*/lib-dist packages/*/build`
 2. Reinstall dependencies: `yarn install`
-3. Check Node.js version (requires >=20)
+3. Check Node.js version (requires >=22)
 4. Check Yarn version (requires ^4.9.1)
 
 ## Testing Patterns
@@ -541,6 +543,7 @@ Icons in `packages/component-library/src/icons/` are auto-generated. Don't manua
 
 Before committing changes, ensure:
 
+- [ ] Commit and PR rules followed (see [PR and Commit Rules](.github/agents/pr-and-commit-rules.md))
 - [ ] `yarn typecheck` passes
 - [ ] `yarn lint:fix` has been run
 - [ ] Relevant tests pass
@@ -553,9 +556,7 @@ Before committing changes, ensure:
 
 ## Pull Request Guidelines
 
-When creating pull requests:
-
-- **AI-Generated PRs**: If you create a PR using AI assistance, add the **"AI generated"** label to the pull request. This helps maintainers understand the nature of the contribution.
+See [PR and Commit Rules](.github/agents/pr-and-commit-rules.md) for complete PR creation rules, including title prefix requirements, labeling, and PR template handling.
 
 ## Code Review Guidelines
 
@@ -586,7 +587,7 @@ yarn install:server
 
 ## Environment Requirements
 
-- **Node.js**: >=20
+- **Node.js**: >=22
 - **Yarn**: ^4.9.1 (managed by packageManager field)
 - **Browser Targets**: Electron >= 35.0, modern browsers (see browserslist)
 
@@ -599,3 +600,40 @@ The codebase is actively being migrated:
 - **React.\* → Named Imports**: Legacy React.\* patterns being removed
 
 When working with older code, follow the newer patterns described in this guide.
+
+## Cursor Cloud specific instructions
+
+### Services overview
+
+| Service             | Command                 | Port | Required                      |
+| ------------------- | ----------------------- | ---- | ----------------------------- |
+| Web Frontend (Vite) | `yarn start`            | 3001 | Yes                           |
+| Sync Server         | `yarn start:server-dev` | 5006 | Optional (sync features only) |
+
+All storage is **SQLite** (file-based via `better-sqlite3`). No external databases or services are needed.
+
+### Running the app
+
+- `yarn start` builds the plugins-service worker, loot-core browser backend, and starts the Vite dev server on port **3001**.
+- `yarn start:server-dev` starts both the sync server (port 5006) and the web frontend together.
+- The Vite HMR dev server serves many unbundled modules. In constrained environments, the browser may hit `ERR_INSUFFICIENT_RESOURCES`. If that happens, use `yarn build:browser` followed by serving the built output from `packages/desktop-client/build/` with proper COOP/COEP headers (`Cross-Origin-Opener-Policy: same-origin`, `Cross-Origin-Embedder-Policy: require-corp`).
+
+### Lint, test, typecheck
+
+Standard commands documented in `package.json` scripts and the Quick Start section above:
+
+- `yarn lint` / `yarn lint:fix` (uses oxlint + oxfmt)
+- `yarn test` (lage across all workspaces)
+- `yarn typecheck` (tsgo + lage typecheck)
+
+### Testing and previewing the app
+
+When running the app for manual testing or demos, use **"View demo"** on the initial setup screen (after selecting "Don't use a server"). This creates a test budget pre-populated with realistic sample data (accounts, transactions, categories, and budgeted amounts), which is far more useful than starting with an empty budget.
+
+### Gotchas
+
+- The `engines` field requires **Node.js >=22** and **Yarn ^4.9.1**. The `.nvmrc` specifies `v22/*`.
+- Pre-commit hook runs `lint-staged` (oxfmt + oxlint) via Husky. Run `yarn prepare` once after install to set up hooks.
+- Lage caches test results in `.lage/`. If tests behave unexpectedly, clear with `rm -rf .lage`.
+- Native modules (`better-sqlite3`, `bcrypt`) require build tools (`gcc`, `make`, `python3`). These are pre-installed in the Cloud VM.
+- All yarn commands must be run from the repository root, never from child workspaces.

CLAUDE.md

@@ -0,0 +1,2 @@
+@AGENTS.md
+@.github/agents/pr-and-commit-rules.md

CONTRIBUTING.md

@@ -1 +1,3 @@
 Please review the contributing documentation on our website: https://actualbudget.org/docs/contributing/
+
+If you plan to use AI tools when contributing, please also read our [AI Usage Policy](https://actualbudget.org/docs/contributing/ai-usage-policy).

bin/__tests__/validate-publish-imports.test.ts

@@ -0,0 +1,218 @@
+import fs from 'node:fs';
+import os from 'node:os';
+import path from 'node:path';
+
+import { afterEach, beforeEach, describe, expect, it } from 'vitest';
+
+import {
+  derivePublishImports,
+  validatePackage,
+} from '../validate-publish-imports.js';
+
+describe('derivePublishImports', () => {
+  it('prepends ./build/ to .js paths', () => {
+    const imports = {
+      '#account-db': './src/account-db.js',
+    };
+    expect(derivePublishImports(imports)).toEqual({
+      '#account-db': './build/src/account-db.js',
+    });
+  });
+
+  it('converts .ts extension to .js and prepends ./build/', () => {
+    const imports = {
+      '#migrations': './src/migrations.ts',
+    };
+    expect(derivePublishImports(imports)).toEqual({
+      '#migrations': './build/src/migrations.js',
+    });
+  });
+
+  it('converts .tsx extension to .js and prepends ./build/', () => {
+    const imports = {
+      '#component': './src/component.tsx',
+    };
+    expect(derivePublishImports(imports)).toEqual({
+      '#component': './build/src/component.js',
+    });
+  });
+
+  it('preserves wildcard patterns', () => {
+    const imports = {
+      '#accounts/*': './src/accounts/*.js',
+      '#services/*': './src/app-gocardless/services/*.ts',
+    };
+    expect(derivePublishImports(imports)).toEqual({
+      '#accounts/*': './build/src/accounts/*.js',
+      '#services/*': './build/src/app-gocardless/services/*.js',
+    });
+  });
+
+  it('handles multiple entries with mixed extensions', () => {
+    const imports = {
+      '#account-db': './src/account-db.js',
+      '#migrations': './src/migrations.ts',
+      '#app-gocardless/errors': './src/app-gocardless/errors.ts',
+      '#util/*': './src/util/*.ts',
+      '#scripts/*': './src/scripts/*.js',
+    };
+    expect(derivePublishImports(imports)).toEqual({
+      '#account-db': './build/src/account-db.js',
+      '#migrations': './build/src/migrations.js',
+      '#app-gocardless/errors': './build/src/app-gocardless/errors.js',
+      '#util/*': './build/src/util/*.js',
+      '#scripts/*': './build/src/scripts/*.js',
+    });
+  });
+
+  it('returns empty object for empty imports', () => {
+    expect(derivePublishImports({})).toEqual({});
+  });
+
+  it('throws error for non-string imports values', () => {
+    const imports = {
+      '#foo': './src/foo.js',
+      '#conditional': {
+        browser: './src/browser.js',
+        node: './src/node.js',
+      },
+    };
+    expect(() => derivePublishImports(imports)).toThrow(
+      'Unsupported imports target for "#conditional". Expected a string path.',
+    );
+  });
+
+  it('handles paths with /index.js suffix', () => {
+    const imports = {
+      '#util/title': './src/util/title/index.js',
+    };
+    expect(derivePublishImports(imports)).toEqual({
+      '#util/title': './build/src/util/title/index.js',
+    });
+  });
+});
+
+describe('validatePackage', () => {
+  let tmpDir: string;
+
+  beforeEach(() => {
+    tmpDir = fs.mkdtempSync(path.join(os.tmpdir(), 'validate-imports-'));
+  });
+
+  afterEach(() => {
+    fs.rmSync(tmpDir, { recursive: true, force: true });
+  });
+
+  function writePackageJson(content: Record<string, unknown>) {
+    const filePath = path.join(tmpDir, 'package.json');
+    fs.writeFileSync(filePath, JSON.stringify(content, null, 2) + '\n');
+    return filePath;
+  }
+
+  it('skips packages with no publishConfig', () => {
+    const filePath = writePackageJson({
+      name: 'test-pkg',
+      imports: { '#foo': './src/foo.js' },
+    });
+    const { result, warnings } = validatePackage(filePath);
+    expect(result).toBeNull();
+    expect(warnings).toEqual([]);
+  });
+
+  it('skips packages with publishConfig but no publishConfig.imports', () => {
+    const filePath = writePackageJson({
+      name: 'test-pkg',
+      imports: { '#foo': './src/foo.js' },
+      publishConfig: { access: 'public' },
+    });
+    const { result, warnings } = validatePackage(filePath);
+    expect(result).toBeNull();
+    expect(warnings).toEqual([]);
+  });
+
+  it('warns when publishConfig.imports exists but imports does not', () => {
+    const filePath = writePackageJson({
+      name: 'test-pkg',
+      publishConfig: {
+        imports: { '#foo': './build/src/foo.js' },
+      },
+    });
+    const { result, warnings } = validatePackage(filePath);
+    expect(result).toBeNull();
+    expect(warnings).toHaveLength(1);
+    expect(warnings[0]).toContain('orphaned');
+  });
+
+  it('returns no errors when publishConfig.imports matches', () => {
+    const filePath = writePackageJson({
+      name: 'test-pkg',
+      imports: {
+        '#foo': './src/foo.js',
+        '#bar': './src/bar.ts',
+      },
+      publishConfig: {
+        imports: {
+          '#foo': './build/src/foo.js',
+          '#bar': './build/src/bar.js',
+        },
+      },
+    });
+    const { result } = validatePackage(filePath);
+    expect(result).not.toBeNull();
+    expect(result!.missingKeys).toEqual([]);
+    expect(result!.extraKeys).toEqual([]);
+    expect(result!.wrongValues).toEqual([]);
+  });
+
+  it('detects missing keys in publishConfig.imports', () => {
+    const filePath = writePackageJson({
+      name: 'test-pkg',
+      imports: {
+        '#foo': './src/foo.js',
+        '#bar': './src/bar.ts',
+      },
+      publishConfig: {
+        imports: {
+          '#foo': './build/src/foo.js',
+        },
+      },
+    });
+    const { result } = validatePackage(filePath);
+    expect(result!.missingKeys).toEqual(['#bar']);
+  });
+
+  it('detects extra keys in publishConfig.imports', () => {
+    const filePath = writePackageJson({
+      name: 'test-pkg',
+      imports: {
+        '#foo': './src/foo.js',
+      },
+      publishConfig: {
+        imports: {
+          '#foo': './build/src/foo.js',
+          '#orphan': './build/src/orphan.js',
+        },
+      },
+    });
+    const { result } = validatePackage(filePath);
+    expect(result!.extraKeys).toEqual(['#orphan']);
+  });
+
+  it('detects wrong values in publishConfig.imports', () => {
+    const filePath = writePackageJson({
+      name: 'test-pkg',
+      imports: {
+        '#foo': './src/foo.ts',
+      },
+      publishConfig: {
+        imports: {
+          '#foo': './src/foo.ts',
+        },
+      },
+    });
+    const { result } = validatePackage(filePath);
+    expect(result!.wrongValues).toEqual([
+      { key: '#foo', expected: './build/src/foo.js', actual: './src/foo.ts' },
+    ]);
+  });
+});

bin/package-browser

@@ -4,20 +4,30 @@ ROOT=`dirname $0`
 
 cd "$ROOT/.."
 
-echo "Updating translations..."
-if ! [ -d packages/desktop-client/locale ]; then
-    git clone https://github.com/actualbudget/translations packages/desktop-client/locale
+SKIP_TRANSLATIONS=false
+while [[ $# -gt 0 ]]; do
+  case "$1" in
+    --skip-translations)
+      SKIP_TRANSLATIONS=true
+      shift
+      ;;
+    *)
+      echo "Unknown argument: $1" >&2
+      exit 1
+      ;;
+  esac
+done
+
+if [ "$SKIP_TRANSLATIONS" = false ]; then
+  echo "Updating translations..."
+  if ! [ -d packages/desktop-client/locale ]; then
+      git clone https://github.com/actualbudget/translations packages/desktop-client/locale
+  fi
+  pushd packages/desktop-client/locale > /dev/null
+  git checkout .
+  git pull
+  popd > /dev/null
+  packages/desktop-client/bin/remove-untranslated-languages
 fi
-pushd packages/desktop-client/locale > /dev/null
-git checkout .
-git pull
-popd > /dev/null
-packages/desktop-client/bin/remove-untranslated-languages
 
-export NODE_OPTIONS="--max-old-space-size=4096"
-
-yarn workspace plugins-service build
-yarn workspace loot-core build:browser
-yarn workspace @actual-app/web build:browser
-
-echo "packages/desktop-client/build"
+lage build:browser --to=@actual-app/web

bin/package-electron

@@ -43,6 +43,7 @@ if [ $SKIP_TRANSLATIONS == false ]; then
 
   pushd packages/desktop-client/locale > /dev/null
 
+  git checkout .
   git pull
   popd > /dev/null
   packages/desktop-client/bin/remove-untranslated-languages
@@ -50,15 +51,18 @@ fi
 
 export NODE_OPTIONS="--max-old-space-size=4096"
 
+yarn workspace @actual-app/crdt build
 yarn workspace plugins-service build
-yarn workspace loot-core build:node
+yarn workspace @actual-app/core build:node
 yarn workspace @actual-app/web build --mode=desktop # electron specific build
 
 # required for running the sync-server server
-yarn workspace loot-core build:browser
-yarn workspace @actual-app/web build:browser
+yarn build:browser
 yarn workspace @actual-app/sync-server build
 
+# Emit @actual-app/core declarations so desktop-electron (which includes typings/window.ts) can build
+yarn workspace @actual-app/core exec tsgo -p tsconfig.json
+
 yarn workspace desktop-electron update-client
 
 (

bin/release-note-generator.ts

@@ -178,4 +178,4 @@ async function execAsync(cmd: string, errorLog?: string): Promise<string> {
   });
 }
 
-run();
+void run();

bin/run-vrt

@@ -28,5 +28,5 @@ echo "Running VRT tests with the following parameters:"
 echo "E2E_START_URL: $E2E_START_URL"
 echo "VRT_ARGS: $VRT_ARGS"
 
-MSYS_NO_PATHCONV=1 docker run --rm --network host -v "$(pwd)":/work/ -w /work/ -it mcr.microsoft.com/playwright:v1.57.0-jammy /bin/bash \
+MSYS_NO_PATHCONV=1 docker run --rm --network host -v "$(pwd)":/work/ -w /work/ -it mcr.microsoft.com/playwright:v1.59.1-jammy /bin/bash \
   -c "E2E_START_URL=$E2E_START_URL yarn vrt $VRT_ARGS"

bin/validate-publish-imports.ts

@@ -0,0 +1,216 @@
+import fs from 'node:fs';
+import path from 'node:path';
+
+/**
+ * Derives publishConfig.imports from imports by:
+ * 1. Prepending ./build/ to each value path
+ * 2. Replacing .ts/.tsx extensions with .js
+ */
+export function derivePublishImports(
+  imports: Record<string, string | object>,
+): Record<string, string> {
+  const result: Record<string, string> = {};
+  for (const [key, value] of Object.entries(imports)) {
+    if (typeof value !== 'string') {
+      throw new Error(
+        `Unsupported imports target for "${key}". Expected a string path.`,
+      );
+    }
+    const withBuildPrefix = value.replace(/^\.\//, './build/');
+    const withJsExtension = withBuildPrefix.replace(/\.tsx?$/, '.js');
+    result[key] = withJsExtension;
+  }
+  return result;
+}
+
+export type ValidationResult = {
+  packagePath: string;
+  packageName: string;
+  missingKeys: string[];
+  extraKeys: string[];
+  wrongValues: Array<{ key: string; expected: string; actual: string }>;
+};
+
+/**
+ * Validates publishConfig.imports against imports for a single package.json.
+ * Returns null if the package should be skipped (no publishConfig.imports).
+ * Returns a ValidationResult if the package has both fields.
+ */
+export function validatePackage(packageJsonPath: string): {
+  result: ValidationResult | null;
+  warnings: string[];
+} {
+  const warnings: string[] = [];
+  const content = JSON.parse(fs.readFileSync(packageJsonPath, 'utf-8'));
+  const packageName: string = content.name ?? packageJsonPath;
+
+  const imports: Record<string, string | object> | undefined = content.imports;
+  const publishImports: Record<string, string> | undefined =
+    content.publishConfig?.imports;
+
+  // No publishConfig.imports → skip
+  if (!publishImports) {
+    return { result: null, warnings };
+  }
+
+  // Has publishConfig.imports but no imports → warn
+  if (!imports) {
+    warnings.push(
+      `${packageName}: orphaned publishConfig.imports (no imports field)`,
+    );
+    return { result: null, warnings };
+  }
+
+  const expected = derivePublishImports(imports);
+  const expectedKeys = new Set(Object.keys(expected));
+  const actualKeys = new Set(Object.keys(publishImports));
+
+  const missingKeys = [...expectedKeys].filter(k => !actualKeys.has(k));
+  const extraKeys = [...actualKeys].filter(k => !expectedKeys.has(k));
+  const wrongValues: ValidationResult['wrongValues'] = [];
+
+  for (const key of expectedKeys) {
+    if (actualKeys.has(key) && publishImports[key] !== expected[key]) {
+      wrongValues.push({
+        key,
+        expected: expected[key],
+        actual: publishImports[key],
+      });
+    }
+  }
+
+  return {
+    result: {
+      packagePath: packageJsonPath,
+      packageName,
+      missingKeys,
+      extraKeys,
+      wrongValues,
+    },
+    warnings,
+  };
+}
+
+export function fixPackage(packageJsonPath: string): boolean {
+  const raw = fs.readFileSync(packageJsonPath, 'utf-8');
+  const content = JSON.parse(raw);
+
+  if (!content.imports || !content.publishConfig?.imports) {
+    return false;
+  }
+
+  const expected = derivePublishImports(content.imports);
+
+  // Check if already correct
+  if (
+    JSON.stringify(content.publishConfig.imports) === JSON.stringify(expected)
+  ) {
+    return false;
+  }
+
+  content.publishConfig.imports = expected;
+  fs.writeFileSync(packageJsonPath, JSON.stringify(content, null, 2) + '\n');
+  return true;
+}
+
+function findPackageJsonFiles(): string[] {
+  const packagesDir = path.resolve(__dirname, '..', 'packages');
+  const entries = fs.readdirSync(packagesDir, { withFileTypes: true });
+  const results: string[] = [];
+  for (const entry of entries) {
+    if (entry.isDirectory()) {
+      const pkgPath = path.join(packagesDir, entry.name, 'package.json');
+      if (fs.existsSync(pkgPath)) {
+        results.push(pkgPath);
+      }
+    }
+  }
+  return results;
+}
+
+function resolvePackageJsonPaths(filePaths: string[]): string[] {
+  const packagesRoot = path.resolve(__dirname, '..', 'packages');
+  const seen = new Set<string>();
+  for (const filePath of filePaths) {
+    const resolvedPath = path.resolve(filePath);
+    let dir = path.dirname(resolvedPath);
+    while (dir.startsWith(packagesRoot + path.sep)) {
+      const candidate = path.join(dir, 'package.json');
+      if (
+        fs.existsSync(candidate) &&
+        candidate.startsWith(packagesRoot + path.sep)
+      ) {
+        seen.add(candidate);
+        break;
+      }
+      dir = path.dirname(dir);
+    }
+  }
+  return [...seen];
+}
+
+function main() {
+  const args = process.argv.slice(2);
+  const fixMode = args.includes('--fix');
+  const filePaths = args.filter(arg => !arg.startsWith('--'));
+
+  const packageJsonFiles =
+    filePaths.length > 0
+      ? resolvePackageJsonPaths(filePaths)
+      : findPackageJsonFiles();
+
+  let hasErrors = false;
+  const allWarnings: string[] = [];
+
+  for (const pkgPath of packageJsonFiles) {
+    if (fixMode) {
+      const fixed = fixPackage(pkgPath);
+      if (fixed) {
+        const name = JSON.parse(fs.readFileSync(pkgPath, 'utf-8')).name;
+        console.log(`Fixed publishConfig.imports in ${name}`);
+      }
+    } else {
+      const { result, warnings } = validatePackage(pkgPath);
+      allWarnings.push(...warnings);
+
+      if (result) {
+        const hasIssues =
+          result.missingKeys.length > 0 ||
+          result.extraKeys.length > 0 ||
+          result.wrongValues.length > 0;
+
+        if (hasIssues) {
+          hasErrors = true;
+          console.error(`\n${result.packageName}:`);
+
+          for (const key of result.missingKeys) {
+            console.error(`  Missing key: ${key}`);
+          }
+          for (const key of result.extraKeys) {
+            console.error(`  Extra key: ${key}`);
+          }
+          for (const { key, expected, actual } of result.wrongValues) {
+            console.error(`  Wrong value for ${key}:`);
+            console.error(`    expected: ${expected}`);
+            console.error(`    actual:   ${actual}`);
+          }
+        }
+      }
+    }
+  }
+
+  for (const warning of allWarnings) {
+    console.warn(`Warning: ${warning}`);
+  }
+
+  if (hasErrors) {
+    console.error(
+      '\npublishConfig.imports is out of sync. Run with --fix to auto-fix.',
+    );
+    process.exit(1);
+  }
+}
+
+if (require.main === module) {
+  main();
+}

bin/vitest.config.mts

@@ -0,0 +1,9 @@
+import { defineConfig } from 'vitest/config';
+
+export default defineConfig({
+  test: {
+    globals: true,
+    include: ['__tests__/**/*.test.ts'],
+    environment: 'node',
+  },
+});

lage.config.js

@@ -1,6 +1,12 @@
+const BUILD_OUTPUT_GLOBS = ['lib-dist/**', 'dist/**', 'build/**', '@types/**'];
+
 /** @type {import('lage').ConfigOptions} */
 module.exports = {
   pipeline: {
+    typecheck: {
+      type: 'npmScript',
+      dependsOn: ['^typecheck'],
+    },
     test: {
       type: 'npmScript',
       options: {
@@ -13,16 +19,25 @@ module.exports = {
     },
     build: {
       type: 'npmScript',
+      dependsOn: ['^build'],
       cache: true,
       options: {
-        outputGlob: ['lib-dist/**', 'dist/**', 'build/**'],
+        outputGlob: BUILD_OUTPUT_GLOBS,
       },
     },
+    // Not cached: the script stages files into public/ and build-stats/ that
+    // fall outside BUILD_OUTPUT_GLOBS, so a cache hit would skip the side
+    // effects.
+    'build:browser': {
+      type: 'npmScript',
+      dependsOn: ['^build'],
+      cache: false,
+    },
   },
   cacheOptions: {
     cacheStorageConfig: {
       provider: 'local',
-      outputGlob: ['lib-dist/**', 'dist/**', 'build/**'],
+      outputGlob: BUILD_OUTPUT_GLOBS,
     },
   },
   npmClient: 'yarn',

package.json

@@ -24,22 +24,22 @@
     "start:server-dev": "NODE_ENV=development BROWSER_OPEN=localhost:5006 yarn npm-run-all --parallel 'start:server-monitor' 'start'",
     "start:desktop": "yarn desktop-dependencies && npm-run-all --parallel 'start:desktop-*'",
     "start:docs": "yarn workspace docs start",
-    "desktop-dependencies": "npm-run-all --parallel rebuild-electron build:browser-backend build:plugins-service",
-    "start:desktop-node": "yarn workspace loot-core watch:node",
+    "desktop-dependencies": "npm-run-all --parallel rebuild-electron build:plugins-service",
+    "start:desktop-node": "yarn workspace @actual-app/core watch:node",
     "start:desktop-client": "yarn workspace @actual-app/web watch",
     "start:desktop-server-client": "yarn workspace @actual-app/web build:browser",
     "start:desktop-electron": "yarn workspace desktop-electron watch",
-    "start:browser": "yarn workspace plugins-service build-dev && npm-run-all --parallel 'start:browser-*'",
+    "start:browser": "npm-run-all --parallel 'start:browser-*' 'start:service-plugins'",
     "start:service-plugins": "yarn workspace plugins-service watch",
-    "start:browser-backend": "yarn workspace loot-core watch:browser",
     "start:browser-frontend": "yarn workspace @actual-app/web start:browser",
     "start:storybook": "yarn workspace @actual-app/components start:storybook",
-    "build:browser-backend": "yarn workspace loot-core build:browser",
+    "build": "lage build",
     "build:server": "yarn build:browser && yarn workspace @actual-app/sync-server build",
     "build:browser": "./bin/package-browser",
     "build:desktop": "./bin/package-electron",
     "build:plugins-service": "yarn workspace plugins-service build",
-    "build:api": "yarn workspace @actual-app/api build",
+    "build:api": "yarn build --scope=@actual-app/api",
+    "build:cli": "yarn build --scope=@actual-app/cli",
     "build:docs": "yarn workspace docs build",
     "build:storybook": "yarn workspace @actual-app/components build:storybook",
     "deploy:docs": "yarn workspace docs deploy",
@@ -52,50 +52,62 @@
     "playwright": "yarn workspace @actual-app/web run playwright",
     "vrt": "yarn workspace @actual-app/web run vrt",
     "vrt:docker": "./bin/run-vrt",
-    "rebuild-electron": "./node_modules/.bin/electron-rebuild -m ./packages/loot-core",
-    "rebuild-node": "yarn workspace loot-core rebuild",
-    "lint": "oxfmt --check . && oxlint --deny-warnings",
-    "lint:fix": "oxfmt . && oxlint --deny-warnings --fix",
+    "rebuild-electron": "./node_modules/.bin/electron-rebuild -m ./packages/desktop-electron -o better-sqlite3,bcrypt --build-from-source -f",
+    "rebuild-node": "yarn workspace @actual-app/core rebuild",
+    "lint": "oxfmt --check . && oxlint --type-aware --quiet",
+    "lint:fix": "oxfmt . && oxlint --fix --type-aware --quiet",
     "install:server": "yarn workspaces focus @actual-app/sync-server --production",
-    "typecheck": "yarn tsc --incremental && tsc-strict",
-    "jq": "./node_modules/node-jq/bin/jq",
+    "constraints": "yarn constraints",
+    "typecheck": "tsgo -p tsconfig.root.json --noEmit && lage typecheck",
+    "check:tsconfig-references": "workspaces-to-typescript-project-references --check",
+    "sync:tsconfig-references": "workspaces-to-typescript-project-references",
     "prepare": "husky"
   },
   "devDependencies": {
+    "@monorepo-utils/workspaces-to-typescript-project-references": "^2.10.3",
     "@octokit/rest": "^22.0.1",
-    "@types/node": "^22.19.3",
+    "@types/node": "^22.19.17",
     "@types/prompts": "^2.4.9",
-    "baseline-browser-mapping": "^2.9.14",
-    "cross-env": "^10.1.0",
-    "eslint": "^9.39.2",
-    "eslint-plugin-perfectionist": "^4.15.1",
+    "@typescript/native-preview": "beta",
+    "@yarnpkg/types": "^4.0.1",
+    "eslint": "^10.2.0",
+    "eslint-plugin-perfectionist": "^5.8.0",
     "eslint-plugin-typescript-paths": "^0.0.33",
-    "html-to-image": "^1.11.13",
     "husky": "^9.1.7",
-    "lage": "^2.14.15",
-    "lint-staged": "^16.2.7",
-    "minimatch": "^10.1.1",
-    "node-jq": "^6.3.1",
+    "lage": "^2.15.5",
+    "lint-staged": "^16.4.0",
+    "minimatch": "^10.2.5",
     "npm-run-all": "^4.1.5",
-    "oxfmt": "^0.26.0",
-    "oxlint": "^1.41.0",
-    "p-limit": "^7.2.0",
+    "oxfmt": "^0.44.0",
+    "oxlint": "^1.59.0",
+    "oxlint-tsgolint": "^0.20.0",
+    "p-limit": "^7.3.0",
     "prompts": "^2.4.2",
-    "source-map-support": "^0.5.21",
     "ts-node": "^10.9.2",
-    "typescript": "^5.9.3",
-    "typescript-strict-plugin": "^2.4.4"
+    "typescript": "^6.0.2",
+    "vitest": "^4.1.2"
   },
   "resolutions": {
+    "adm-zip": "patch:adm-zip@npm%3A0.5.16#~/.yarn/patches/adm-zip-npm-0.5.16-4556fea098.patch",
+    "minimatch@10.2.1": "10.2.5",
+    "minimatch@3.1.2": "3.1.5",
+    "minimatch@>=10.0.0 <11.0.0": "10.2.5",
+    "minimatch@>=3.0.0 <4.0.0": "3.1.5",
+    "minimatch@>=5.0.0 <6.0.0": "5.1.9",
+    "minimatch@>=9.0.0 <10.0.0": "9.0.9",
     "rollup": "4.40.1",
     "socks": ">=2.8.3"
   },
   "lint-staged": {
+    "packages/*/{package.json,tsconfig.json}": [
+      "ts-node ./bin/validate-publish-imports.ts --fix",
+      "yarn sync:tsconfig-references"
+    ],
     "*.{js,mjs,jsx,ts,tsx,md,json,yml,yaml}": [
       "oxfmt --no-error-on-unmatched-pattern"
     ],
     "*.{js,mjs,jsx,ts,tsx}": [
-      "oxlint --deny-warnings --fix"
+      "oxlint --fix --type-aware --quiet"
     ]
   },
   "browserslist": [
@@ -106,5 +118,5 @@
     "node": ">=22",
     "yarn": "^4.9.1"
   },
-  "packageManager": "yarn@4.10.3"
+  "packageManager": "yarn@4.13.0"
 }

packages/api/README.md

@@ -3,3 +3,7 @@ npm install @actual-app/api
 ```
 
 View docs here: https://actualbudget.org/docs/api/
+
+## TypeScript
+
+`@actual-app/api` publishes TypeScript declarations. Consumers using TypeScript must set `moduleResolution` to `"bundler"`, `"nodenext"`, or `"node16"` in their `tsconfig.json`. Legacy `"node"` / `"node10"` / `"classic"` resolution is not supported in strict mode — the published declarations rely on package.json `exports` conditions that older resolvers don't honor.

packages/api/app/query.js

@@ -1,4 +1,7 @@
 class Query {
+  /** @type {import('@actual-app/core/shared/query').QueryState} */
+  state;
+
   constructor(state) {
     this.state = {
       filterExpressions: state.filterExpressions || [],

packages/api/index.ts

@@ -1,53 +1,30 @@
-import type {
-  RequestInfo as FetchInfo,
-  RequestInit as FetchInit,
-} from 'node-fetch';
+import { init as initLootCore } from '@actual-app/core/server/main';
+import type { InitConfig, lib } from '@actual-app/core/server/main';
 
-// loot-core types
-import type { InitConfig } from 'loot-core/server/main';
-
-// oxlint-disable-next-line typescript/ban-ts-comment
-// @ts-ignore: bundle not available until we build it
-import * as bundle from './app/bundle.api.js';
-import * as injected from './injected';
 import { validateNodeVersion } from './validateNodeVersion';
 
-let actualApp: null | typeof bundle.lib;
-export const internal = bundle.lib;
-
 export * from './methods';
 export * as utils from './utils';
 
-export async function init(config: InitConfig = {}) {
-  if (actualApp) {
-    return;
-  }
+/** @deprecated Please use return value of `init` instead */
+export let internal: typeof lib | null = null;
 
+export async function init(config: InitConfig = {}) {
   validateNodeVersion();
 
-  if (!globalThis.fetch) {
-    globalThis.fetch = (url: URL | RequestInfo, init?: RequestInit) => {
-      return import('node-fetch').then(({ default: fetch }) =>
-        fetch(url as unknown as FetchInfo, init as unknown as FetchInit),
-      ) as unknown as Promise<Response>;
-    };
-  }
-
-  await bundle.init(config);
-  actualApp = bundle.lib;
-
-  injected.override(bundle.lib.send);
-  return bundle.lib;
+  internal = await initLootCore(config);
+  return internal;
 }
 
 export async function shutdown() {
-  if (actualApp) {
+  if (internal) {
     try {
-      await actualApp.send('sync');
+      await internal.send('sync');
     } catch {
       // most likely that no budget is loaded, so the sync failed
     }
-    await actualApp.send('close-budget');
-    actualApp = null;
+
+    await internal.send('close-budget');
+    internal = null;
   }
 }

packages/api/injected.js

@@ -1,7 +0,0 @@
-// TODO: comment on why it works this way
-
-export let send;
-
-export function override(sendImplementation) {
-  send = sendImplementation;
-}

packages/api/methods.test.ts

@@ -1,10 +1,33 @@
 import * as fs from 'fs/promises';
 import * as path from 'path';
 
-import { type RuleEntity } from 'loot-core/types/models';
+import type { RuleEntity } from '@actual-app/core/types/models';
+import { vi } from 'vitest';
 
 import * as api from './index';
 
+declare global {
+  var IS_TESTING: boolean;
+  var currentMonth: string | null;
+}
+
+// In tests we run from source; loot-core's API fs uses __dirname (for the built dist/).
+// Mock the fs so path constants point at loot-core package root where migrations live.
+vi.mock(
+  '../loot-core/src/platform/server/fs/index.api',
+  async importOriginal => {
+    const actual = (await importOriginal()) as Record<string, unknown>;
+    const pathMod = await import('path');
+    const lootCoreRoot = pathMod.join(__dirname, '..', 'loot-core');
+    return {
+      ...actual,
+      migrationsPath: pathMod.join(lootCoreRoot, 'migrations'),
+      bundledDatabasePath: pathMod.join(lootCoreRoot, 'default-db.sqlite'),
+      demoBudgetPath: pathMod.join(lootCoreRoot, 'demo-budget'),
+    };
+  },
+);
+
 const budgetName = 'test-budget';
 
 global.IS_TESTING = true;
@@ -356,6 +379,143 @@ describe('API CRUD operations', () => {
     );
   });
 
+  // apis: createTag, getTags, updateTag, deleteTag
+  test('Tags: successfully complete tag operations', async () => {
+    // Create tags
+    const tagId1 = await api.createTag({ tag: 'test-tag1', color: '#ff0000' });
+    const tagId2 = await api.createTag({
+      tag: 'test-tag2',
+      description: 'A test tag',
+    });
+
+    let tags = await api.getTags();
+    expect(tags).toEqual(
+      expect.arrayContaining([
+        expect.objectContaining({
+          id: tagId1,
+          tag: 'test-tag1',
+          color: '#ff0000',
+        }),
+        expect.objectContaining({
+          id: tagId2,
+          tag: 'test-tag2',
+          description: 'A test tag',
+        }),
+      ]),
+    );
+
+    // Update tag
+    await api.updateTag(tagId1, { tag: 'updated-tag', color: '#00ff00' });
+    tags = await api.getTags();
+    expect(tags).toEqual(
+      expect.arrayContaining([
+        expect.objectContaining({
+          id: tagId1,
+          tag: 'updated-tag',
+          color: '#00ff00',
+        }),
+      ]),
+    );
+
+    // Delete tag
+    await api.deleteTag(tagId2);
+    tags = await api.getTags();
+    expect(tags).not.toEqual(
+      expect.arrayContaining([expect.objectContaining({ id: tagId2 })]),
+    );
+  });
+
+  test('Tags: create tag with minimal fields', async () => {
+    const tagId = await api.createTag({ tag: 'minimal-tag' });
+    const tags = await api.getTags();
+    expect(tags).toEqual(
+      expect.arrayContaining([
+        expect.objectContaining({
+          id: tagId,
+          tag: 'minimal-tag',
+          color: null,
+          description: null,
+        }),
+      ]),
+    );
+  });
+
+  test('Tags: update single field only', async () => {
+    const tagId = await api.createTag({ tag: 'original', color: '#ff0000' });
+
+    // Update only color, tag and description should remain unchanged
+    await api.updateTag(tagId, { color: '#00ff00' });
+
+    const tags = await api.getTags();
+    expect(tags).toEqual(
+      expect.arrayContaining([
+        expect.objectContaining({
+          id: tagId,
+          tag: 'original',
+          color: '#00ff00',
+          description: null,
+        }),
+      ]),
+    );
+  });
+
+  test('Tags: handle null values correctly', async () => {
+    const tagId = await api.createTag({
+      tag: 'with-nulls',
+      color: null,
+      description: null,
+    });
+
+    const tags = await api.getTags();
+    expect(tags).toEqual(
+      expect.arrayContaining([
+        expect.objectContaining({
+          id: tagId,
+          color: null,
+          description: null,
+        }),
+      ]),
+    );
+  });
+
+  test('Tags: clear optional field', async () => {
+    const tagId = await api.createTag({
+      tag: 'clearable',
+      color: '#ff0000',
+      description: 'will be cleared',
+    });
+
+    // Clear color by setting to null
+    await api.updateTag(tagId, { color: null });
+
+    let tags = await api.getTags();
+    expect(tags).toEqual(
+      expect.arrayContaining([
+        expect.objectContaining({
+          id: tagId,
+          tag: 'clearable',
+          color: null,
+          description: 'will be cleared',
+        }),
+      ]),
+    );
+
+    // Clear description by setting to null
+    await api.updateTag(tagId, { description: null });
+
+    tags = await api.getTags();
+    expect(tags).toEqual(
+      expect.arrayContaining([
+        expect.objectContaining({
+          id: tagId,
+          tag: 'clearable',
+          color: null,
+          description: null,
+        }),
+      ]),
+    );
+  });
+
   // apis: getRules, getPayeeRules, createRule, updateRule, deleteRule
   test('Rules: successfully update rules', async () => {
     await api.createPayee({ name: 'test-payee' });
@@ -740,6 +900,73 @@ describe('API CRUD operations', () => {
     );
     expect(transactions[0].notes).toBeNull();
   });
+
+  test('Transactions: reimportDeleted=false prevents reimporting deleted transactions', async () => {
+    const accountId = await api.createAccount({ name: 'test-account' }, 0);
+
+    // Import a transaction
+    const result1 = await api.importTransactions(accountId, [
+      {
+        date: '2023-11-03',
+        imported_id: 'reimport-test-1',
+        amount: 100,
+        account: accountId,
+      },
+    ]);
+    expect(result1.added).toHaveLength(1);
+
+    // Delete the transaction
+    await api.deleteTransaction(result1.added[0]);
+
+    // Reimport the same transaction with reimportDeleted=false
+    const result2 = await api.importTransactions(
+      accountId,
+      [
+        {
+          date: '2023-11-03',
+          imported_id: 'reimport-test-1',
+          amount: 100,
+          account: accountId,
+        },
+      ],
+      { reimportDeleted: false },
+    );
+
+    // Should match the deleted transaction and not create a new one
+    expect(result2.added).toHaveLength(0);
+    expect(result2.updated).toHaveLength(0);
+  });
+
+  test('Transactions: reimportDeleted=true reimports deleted transactions', async () => {
+    const accountId = await api.createAccount({ name: 'test-account' }, 0);
+
+    // Import a transaction
+    const result1 = await api.importTransactions(accountId, [
+      {
+        date: '2023-11-03',
+        imported_id: 'reimport-test-2',
+        amount: 200,
+        account: accountId,
+      },
+    ]);
+    expect(result1.added).toHaveLength(1);
+
+    // Delete the transaction
+    await api.deleteTransaction(result1.added[0]);
+
+    // Reimport the same transaction relying on reimportDeleted=true default
+    const result2 = await api.importTransactions(accountId, [
+      {
+        date: '2023-11-03',
+        imported_id: 'reimport-test-2',
+        amount: 200,
+        account: accountId,
+      },
+    ]);
+
+    // Should create a new transaction since deleted ones are ignored
+    expect(result2.added).toHaveLength(1);
+  });
 });
 
 //apis: createSchedule, getSchedules, updateSchedule, deleteSchedule

packages/api/methods.ts

@@ -5,16 +5,17 @@ import type {
   APIFileEntity,
   APIPayeeEntity,
   APIScheduleEntity,
-} from 'loot-core/server/api-models';
-import type { Query } from 'loot-core/shared/query';
-import type { Handlers } from 'loot-core/types/handlers';
+  APITagEntity,
+} from '@actual-app/core/server/api-models';
+import { lib } from '@actual-app/core/server/main';
+import type { Query } from '@actual-app/core/shared/query';
+import type { ImportTransactionsOpts } from '@actual-app/core/types/api-handlers';
+import type { Handlers } from '@actual-app/core/types/handlers';
 import type {
   ImportTransactionEntity,
   RuleEntity,
   TransactionEntity,
-} from 'loot-core/types/models';
-
-import * as injected from './injected';
+} from '@actual-app/core/types/models';
 
 export { q } from './app/query';
 
@@ -22,7 +23,7 @@ function send<K extends keyof Handlers, T extends Handlers[K]>(
   name: K,
   args?: Parameters<T>[0],
 ): Promise<Awaited<ReturnType<T>>> {
-  return injected.send(name, args);
+  return lib.send(name, args);
 }
 
 export async function runImport(
@@ -125,11 +126,6 @@ export function addTransactions(
   });
 }
 
-export type ImportTransactionsOpts = {
-  defaultCleared?: boolean;
-  dryRun?: boolean;
-};
-
 export function importTransactions(
   accountId: APIAccountEntity['id'],
   transactions: ImportTransactionEntity[],
@@ -274,6 +270,25 @@ export function deletePayee(id: APIPayeeEntity['id']) {
   return send('api/payee-delete', { id });
 }
 
+export function getTags() {
+  return send('api/tags-get');
+}
+
+export function createTag(tag: Omit<APITagEntity, 'id'>) {
+  return send('api/tag-create', { tag });
+}
+
+export function updateTag(
+  id: APITagEntity['id'],
+  fields: Partial<Omit<APITagEntity, 'id'>>,
+) {
+  return send('api/tag-update', { id, fields });
+}
+
+export function deleteTag(id: APITagEntity['id']) {
+  return send('api/tag-delete', { id });
+}
+
 export function mergePayees(
   targetId: APIPayeeEntity['id'],
   mergeIds: APIPayeeEntity['id'][],

packages/api/models.ts

@@ -0,0 +1 @@
+export type * from '@actual-app/core/server/api-models';

packages/api/package.json

@@ -1,35 +1,63 @@
 {
   "name": "@actual-app/api",
-  "version": "26.2.0",
+  "version": "26.5.0",
   "description": "An API for Actual",
   "license": "MIT",
+  "repository": {
+    "type": "git",
+    "url": "git+https://github.com/actualbudget/actual.git",
+    "directory": "packages/api"
+  },
   "files": [
     "@types",
-    "dist"
+    "dist",
+    "!@types/**/*.test.d.ts",
+    "!@types/**/*.test.d.ts.map"
   ],
   "main": "dist/index.js",
   "types": "@types/index.d.ts",
+  "exports": {
+    ".": {
+      "types": "./@types/index.d.ts",
+      "development": "./index.ts",
+      "default": "./dist/index.js"
+    },
+    "./models": {
+      "types": "./@types/models.d.ts",
+      "development": "./models.ts",
+      "default": "./dist/models.js"
+    }
+  },
+  "publishConfig": {
+    "exports": {
+      ".": {
+        "types": "./@types/index.d.ts",
+        "default": "./dist/index.js"
+      },
+      "./models": {
+        "types": "./@types/models.d.ts",
+        "default": "./dist/models.js"
+      }
+    }
+  },
   "scripts": {
-    "build:app": "yarn workspace loot-core build:api",
-    "build:crdt": "yarn workspace @actual-app/crdt build",
-    "build:node": "tsc --p tsconfig.dist.json && tsc-alias -p tsconfig.dist.json",
-    "build:migrations": "cp migrations/*.sql dist/migrations",
-    "build:default-db": "cp default-db.sqlite dist/",
-    "build": "yarn run clean && yarn run build:app && yarn run build:node && yarn run build:migrations && yarn run build:default-db",
-    "test": "yarn run clean && yarn run build:app && yarn run build:crdt && vitest --run",
-    "clean": "rm -rf dist @types"
+    "build": "vite build && tsgo --emitDeclarationOnly",
+    "test": "vitest --run",
+    "typecheck": "tsgo -b && tsc-strict"
   },
   "dependencies": {
-    "@actual-app/crdt": "workspace:^",
-    "better-sqlite3": "^12.5.0",
-    "compare-versions": "^6.1.1",
-    "node-fetch": "^3.3.2",
-    "uuid": "^13.0.0"
+    "@actual-app/core": "workspace:*",
+    "@actual-app/crdt": "workspace:*",
+    "better-sqlite3": "^12.8.0",
+    "compare-versions": "^6.1.1"
   },
   "devDependencies": {
-    "tsc-alias": "^1.8.16",
-    "typescript": "^5.9.3",
-    "vitest": "^4.0.16"
+    "@typescript/native-preview": "beta",
+    "rollup-plugin-visualizer": "^7.0.1",
+    "typescript-strict-plugin": "^2.4.4",
+    "vite": "^8.0.5",
+    "vite-plugin-peggy-loader": "^2.0.1",
+    "vitest": "^4.1.2"
   },
   "engines": {
     "node": ">=20"

packages/api/tsconfig.dist.json

@@ -1,19 +0,0 @@
-{
-  "extends": "../../tsconfig.json",
-  "compilerOptions": {
-    // Using ES2021 because that's the newest version where
-    // the latest Node 16.x release supports all of the features
-    "target": "ES2021",
-    "module": "CommonJS",
-    "moduleResolution": "node10",
-    "noEmit": false,
-    "declaration": true,
-    "outDir": "dist",
-    "declarationDir": "@types",
-    "paths": {
-      "loot-core/*": ["./@types/loot-core/src/*"]
-    }
-  },
-  "include": ["."],
-  "exclude": ["**/node_modules/*", "dist", "@types", "*.test.ts"]
-}

packages/api/tsconfig.json

@@ -0,0 +1,41 @@
+{
+  "extends": "../../tsconfig.json",
+  "compilerOptions": {
+    "composite": true,
+    // Using ES2021 because that's the newest version where
+    // the latest Node 16.x release supports all of the features
+    "target": "ES2021",
+    "module": "es2022",
+    "moduleResolution": "bundler",
+    "customConditions": ["api"],
+    "noEmit": false,
+    "declaration": true,
+    "declarationMap": true,
+    "outDir": "dist",
+    "rootDir": ".",
+    "declarationDir": "@types",
+    "tsBuildInfoFile": "dist/.tsbuildinfo",
+    "plugins": [
+      {
+        "name": "typescript-strict-plugin",
+        "paths": ["."]
+      }
+    ]
+  },
+  "references": [
+    {
+      "path": "../loot-core"
+    },
+    {
+      "path": "../crdt"
+    }
+  ],
+  "include": ["."],
+  "exclude": [
+    "**/node_modules/*",
+    "dist",
+    "@types",
+    "*.config.ts",
+    "*.config.mts"
+  ]
+}

packages/api/typings.ts

@@ -0,0 +1,2 @@
+declare module 'hyperformula/i18n/languages/enUS';
+declare module '*.pegjs';

packages/api/typings/pegjs.d.ts

@@ -0,0 +1 @@
+declare module '*.pegjs';

packages/api/utils.ts

@@ -1,6 +1,4 @@
-// oxlint-disable-next-line typescript/ban-ts-comment
-// @ts-ignore: bundle not available until we build it
-import * as bundle from './app/bundle.api.js';
+import { lib } from '@actual-app/core/server/main';
 
-export const amountToInteger = bundle.lib.amountToInteger;
-export const integerToAmount = bundle.lib.integerToAmount;
+export const amountToInteger = lib.amountToInteger;
+export const integerToAmount = lib.integerToAmount;

packages/api/vite.config.mts

@@ -0,0 +1,94 @@
+import fs from 'fs';
+import path from 'path';
+
+import { visualizer } from 'rollup-plugin-visualizer';
+import { defineConfig } from 'vite';
+import peggyLoader from 'vite-plugin-peggy-loader';
+
+const lootCoreRoot = path.resolve(__dirname, '../loot-core');
+const distDir = path.resolve(__dirname, 'dist');
+const typesDir = path.resolve(__dirname, '@types');
+
+function cleanOutputDirs() {
+  return {
+    name: 'clean-output-dirs',
+    buildStart() {
+      if (fs.existsSync(distDir)) fs.rmSync(distDir, { recursive: true });
+      if (fs.existsSync(typesDir)) fs.rmSync(typesDir, { recursive: true });
+    },
+  };
+}
+
+function copyMigrationsAndDefaultDb() {
+  return {
+    name: 'copy-migrations-and-default-db',
+    closeBundle() {
+      const migrationsSrc = path.join(lootCoreRoot, 'migrations');
+      const defaultDbPath = path.join(lootCoreRoot, 'default-db.sqlite');
+
+      if (!fs.existsSync(migrationsSrc)) {
+        throw new Error(`migrations directory not found at ${migrationsSrc}`);
+      }
+      const migrationsStat = fs.statSync(migrationsSrc);
+      if (!migrationsStat.isDirectory()) {
+        throw new Error(`migrations path is not a directory: ${migrationsSrc}`);
+      }
+
+      const migrationsDest = path.join(distDir, 'migrations');
+      fs.mkdirSync(migrationsDest, { recursive: true });
+      for (const name of fs.readdirSync(migrationsSrc)) {
+        if (name.endsWith('.sql') || name.endsWith('.js')) {
+          fs.copyFileSync(
+            path.join(migrationsSrc, name),
+            path.join(migrationsDest, name),
+          );
+        }
+      }
+
+      if (!fs.existsSync(defaultDbPath)) {
+        throw new Error(`default-db.sqlite not found at ${defaultDbPath}`);
+      }
+      fs.copyFileSync(defaultDbPath, path.join(distDir, 'default-db.sqlite'));
+    },
+  };
+}
+
+export default defineConfig({
+  ssr: {
+    noExternal: true,
+    external: ['better-sqlite3'],
+    resolve: { conditions: ['api'] },
+  },
+  build: {
+    ssr: true,
+    target: 'node20',
+    outDir: distDir,
+    emptyOutDir: true,
+    sourcemap: true,
+    lib: {
+      entry: {
+        index: path.resolve(__dirname, 'index.ts'),
+        models: path.resolve(__dirname, 'models.ts'),
+      },
+      formats: ['cjs'],
+      fileName: (_format, entryName) => `${entryName}.js`,
+    },
+  },
+  plugins: [
+    cleanOutputDirs(),
+    peggyLoader(),
+    copyMigrationsAndDefaultDb(),
+    visualizer({ template: 'raw-data', filename: 'app/stats.json' }),
+  ],
+  resolve: {
+    conditions: ['api'],
+  },
+  test: {
+    globals: true,
+    onConsoleLog(log: string, type: 'stdout' | 'stderr'): boolean | void {
+      // print only console.error
+      return type === 'stderr';
+    },
+    maxWorkers: 2,
+  },
+});

packages/api/vitest.config.ts

@@ -1,10 +0,0 @@
-export default {
-  test: {
-    globals: true,
-    onConsoleLog(log: string, type: 'stdout' | 'stderr'): boolean | void {
-      // print only console.error
-      return type === 'stderr';
-    },
-    maxWorkers: 2,
-  },
-};

packages/ci-actions/.gitignore

@@ -0,0 +1 @@
+dist/*

packages/ci-actions/bin/check-migrations.ts

@@ -1,14 +1,14 @@
-#!/usr/bin/env node
-
 // overview:
 // 1. Identify the migrations in packages/loot-core/migrations/* on `master` and HEAD
 // 2. Make sure that any new migrations on HEAD are dated after the latest migration on `master`.
 
-const { spawnSync } = require('child_process');
-const path = require('path');
+import { spawnSync } from 'child_process';
+import path from 'path';
+import { fileURLToPath } from 'url';
 
 const migrationsDir = path.join(
-  __dirname,
+  path.dirname(fileURLToPath(import.meta.url)),
+  '..',
   '..',
   '..',
   'packages',
@@ -16,7 +16,7 @@ const migrationsDir = path.join(
   'migrations',
 );
 
-function readMigrations(ref) {
+function readMigrations(ref: string) {
   const { stdout } = spawnSync('git', [
     'ls-tree',
     '--name-only',

packages/ci-actions/bin/get-next-package-version.ts

@@ -2,13 +2,13 @@
 
 // This script is used in GitHub Actions to get the next version based on the current package.json version.
 // It supports three types of versioning: nightly, hotfix, and monthly.
-
 import fs from 'node:fs';
 import { parseArgs } from 'node:util';
 
-import { getNextVersion } from '../src/versions/get-next-package-version.js';
-
-const args = process.argv;
+import {
+  getNextVersion,
+  isValidVersionType,
+} from '../src/versions/get-next-package-version';
 
 const options = {
   'package-json': {
@@ -28,40 +28,53 @@ const options = {
     short: 'u',
     default: false,
   },
-};
+} as const;
+
+function fail(message: string): never {
+  console.error(message);
+  process.exit(1);
+}
 
 const { values } = parseArgs({
-  args,
   options,
   allowPositionals: true,
 });
 
-if (!values['package-json']) {
-  console.error(
+const packageJsonPath = values['package-json'];
+if (!packageJsonPath) {
+  fail(
     'Please specify the path to package.json using --package-json or -p option.',
   );
-  process.exit(1);
 }
 
 try {
-  const packageJsonPath = values['package-json'];
   const packageJson = JSON.parse(fs.readFileSync(packageJsonPath, 'utf8'));
+
+  if (!('version' in packageJson) || typeof packageJson.version !== 'string') {
+    fail('The specified package.json does not contain a valid version field.');
+  }
+
   const currentVersion = packageJson.version;
 
   const explicitVersion = values.version;
   let newVersion;
+
   if (explicitVersion) {
     newVersion = explicitVersion;
   } else {
+    const type = values.type;
+    if (!type || !isValidVersionType(type)) {
+      fail('Please specify the release type using --type or -t.');
+    }
+
     try {
       newVersion = getNextVersion({
         currentVersion,
-        type: values.type,
+        type,
         currentDate: new Date(),
       });
-    } catch (e) {
-      console.error(e.message);
-      process.exit(1);
+    } catch (error) {
+      fail(error instanceof Error ? error.message : String(error));
     }
   }
 
@@ -76,6 +89,5 @@ try {
     );
   }
 } catch (error) {
-  console.error('Error:', error.message);
-  process.exit(1);
+  fail(`Error: ${error instanceof Error ? error.message : String(error)}`);
 }

packages/ci-actions/bin/release-notes-check.mjs

@@ -0,0 +1,68 @@
+import * as fs from 'node:fs';
+
+import matter from 'gray-matter';
+
+import {
+  categoryAutocorrections,
+  categoryOrder,
+} from '../src/release-notes/util.mjs';
+
+console.log('Looking in ' + fs.realpathSync('upcoming-release-notes'));
+
+const expectedPath = `upcoming-release-notes/${process.env.PR_NUMBER}.md`;
+
+function reportError(message) {
+  console.log(`::error::${message}`);
+
+  process.stdout.write('::notice::');
+  fs.createReadStream('upcoming-release-notes/README.md').pipe(process.stdout);
+
+  fs.createReadStream('upcoming-release-notes/README.md')
+    .pipe(fs.createWriteStream(process.env.GITHUB_STEP_SUMMARY))
+    .on('close', () => {
+      process.exit(1);
+    });
+}
+
+(() => {
+  if (!fs.existsSync(expectedPath)) {
+    reportError(`Release note file ${expectedPath} not found`);
+    return;
+  }
+
+  const { data, content } = matter(fs.readFileSync(expectedPath, 'utf-8'));
+
+  if (!data.category) {
+    reportError(`Release note is missing a category.`);
+    return;
+  }
+  if (categoryAutocorrections[data.category]) {
+    data.category = categoryAutocorrections[data.category];
+  }
+  if (!categoryOrder.includes(data.category)) {
+    reportError(
+      `Release note category "${data.category}" is not one of ${categoryOrder
+        .map(JSON.stringify)
+        .join(', ')}`,
+    );
+    return;
+  }
+
+  if (!data.authors) {
+    reportError(`Release note is missing authors.`);
+    return;
+  }
+  if (!Array.isArray(data.authors)) {
+    reportError(`Release note authors should be a list.`);
+    return;
+  }
+
+  if (content.trim().split('\n').length !== 1) {
+    reportError(
+      `Release note file ${expectedPath} body should contain exactly one line`,
+    );
+    return;
+  }
+
+  console.log('Everything looks good! \u{1f389}');
+})();

packages/ci-actions/bin/release-notes-generate.mjs

@@ -0,0 +1,312 @@
+import * as childProcess from 'node:child_process';
+import * as fs from 'node:fs/promises';
+import { join } from 'node:path';
+import { inspect, promisify } from 'node:util';
+
+import matter from 'gray-matter';
+import listify from 'listify';
+
+import {
+  categoryAutocorrections,
+  categoryOrder,
+} from '../src/release-notes/util.mjs';
+
+const exec = promisify(childProcess.exec);
+
+const [owner, repo] = process.env.GITHUB_REPOSITORY.split('/');
+
+const apiResult = await fetch('https://api.github.com/graphql', {
+  method: 'POST',
+  headers: {
+    Authorization: `bearer ${process.env.GITHUB_TOKEN}`,
+    'Content-Type': 'application/json',
+  },
+  body: JSON.stringify({
+    query: /* GraphQL */ `
+      query GetPRMetadata(
+        $name: String!
+        $owner: String!
+        $headRefName: String!
+      ) {
+        repository(name: $name, owner: $owner) {
+          pullRequests(headRefName: $headRefName, first: 1) {
+            edges {
+              node {
+                number
+                headRefName
+                body
+              }
+            }
+          }
+        }
+      }
+    `,
+    variables: {
+      name: repo,
+      owner,
+      headRefName: process.env.GITHUB_HEAD_REF || process.env.GITHUB_REF_NAME,
+    },
+  }),
+}).then(res => res.json());
+
+await collapsedLog('API Response', apiResult);
+
+const prData = apiResult.data.repository.pullRequests.edges[0].node;
+
+const version = prData.headRefName.split('/')[1].replace(/^v/, '');
+const slug = version.replace(/\./g, '-');
+const author = process.env.GITHUB_ACTOR || 'TODO';
+const commitMessage = `Generate release notes for v${version}`;
+
+const releaseDateMatch = (prData.body || '').match(
+  /<!-- release-date:(\d{4}-\d{2}-\d{2}) -->/,
+);
+const releaseDate = releaseDateMatch ? releaseDateMatch[1] : 'TODO';
+
+const botName = 'github-actions[bot]';
+const botEmail = '41898282+github-actions[bot]@users.noreply.github.com';
+
+await exec(`git config user.name '${botName}'`);
+await exec(`git config user.email '${botEmail}'`);
+
+const AUTOGEN_MARKER = '<!-- release-notes:auto-generated -->';
+
+await group('Prepare branch', async () => {
+  if (process.env.GITHUB_HEAD_REF) {
+    await exec(`git fetch origin ${process.env.GITHUB_HEAD_REF}`, {
+      stdio: 'inherit',
+    });
+    await exec(`git checkout ${process.env.GITHUB_HEAD_REF}`, {
+      stdio: 'inherit',
+    });
+  }
+
+  // recover deleted release note files from previous generation commits
+  const baseRef = process.env.GITHUB_BASE_REF || 'master';
+  await exec(`git fetch origin ${baseRef}`, { stdio: 'inherit' });
+  const { stdout: mergeBase } = await exec(
+    `git merge-base HEAD origin/${baseRef}`,
+  );
+  const base = mergeBase.trim();
+  const { stdout: genLog } = await exec(
+    `git log --grep='${commitMessage}' --format=%H ${base}..HEAD`,
+  );
+  const genCommits = genLog.split('\n').filter(Boolean);
+  console.log(
+    `Reversing upcoming-release-notes deletions from ${genCommits.length} prior generation commit(s)`,
+  );
+  const tmpDir = process.env.RUNNER_TEMP || '/tmp';
+  for (const sha of genCommits) {
+    const patchPath = join(tmpDir, `revert-${sha}.patch`);
+    try {
+      await exec(
+        `git diff --diff-filter=D ${sha}~1..${sha} -- upcoming-release-notes > ${patchPath}`,
+      );
+      const { size } = await fs.stat(patchPath);
+      if (size > 0) {
+        await exec(`git apply -R --3way ${patchPath}`, { stdio: 'inherit' });
+      }
+    } finally {
+      await fs.unlink(patchPath).catch(() => undefined);
+    }
+  }
+});
+
+const { notesByCategory, files } = await parseReleaseNotes(
+  'upcoming-release-notes',
+);
+const categorizedNotes = formatNotes(notesByCategory);
+
+await collapsedLog('Release Notes', categorizedNotes);
+
+if (files.length === 0) {
+  console.log('No release notes found, nothing to generate');
+  process.exit(0);
+}
+
+const highlights = '- TODO: Add release highlights';
+
+const blogPath = join(
+  'packages/docs/blog',
+  `${releaseDate}-release-${slug}.md`,
+);
+const releasesPath = 'packages/docs/docs/releases.md';
+
+await group('Generate blog post', async () => {
+  const template = `---
+title: Release ${version}
+description: New release of Actual.
+date: ${releaseDate}T10:00
+slug: release-${version}
+tags: [announcement, release]
+hide_table_of_contents: false
+authors: ${author}
+---
+
+${highlights}
+
+<!--truncate-->
+
+**Docker Tag: ${version}**
+
+${AUTOGEN_MARKER}
+
+${categorizedNotes}
+`;
+
+  let blogContent;
+  try {
+    const existing = await fs.readFile(blogPath, 'utf-8');
+    const idx = existing.indexOf(AUTOGEN_MARKER);
+    if (idx === -1) {
+      console.log(
+        `WARNING: ${blogPath} missing ${AUTOGEN_MARKER}, rewriting from template`,
+      );
+      blogContent = template;
+    } else {
+      blogContent =
+        existing.slice(0, idx + AUTOGEN_MARKER.length) +
+        '\n' +
+        categorizedNotes +
+        '\n';
+    }
+  } catch (e) {
+    if (e.code !== 'ENOENT') throw e;
+    blogContent = template;
+  }
+
+  await fs.writeFile(blogPath, blogContent);
+  console.log(`Wrote ${blogPath}`);
+});
+
+await group('Update releases.md', async () => {
+  const existing = await fs.readFile(releasesPath, 'utf-8');
+
+  const sectionRe = new RegExp(
+    `(^|\\n)## ${escapeRegExp(version)}\\n[\\s\\S]*?(?=\\n## |$)`,
+  );
+  const match = existing.match(sectionRe);
+
+  let updated;
+  if (match) {
+    const section = match[0];
+    const idx = section.indexOf(AUTOGEN_MARKER);
+    if (idx === -1) {
+      console.log(
+        `WARNING: section for ${version} in ${releasesPath} missing ${AUTOGEN_MARKER}, leaving as-is`,
+      );
+      updated = existing;
+    } else {
+      const newSection =
+        section.slice(0, idx + AUTOGEN_MARKER.length) + '\n' + categorizedNotes;
+      updated = existing.replace(section, newSection);
+    }
+  } else {
+    const newSection = `## ${version}
+
+Release date: ${releaseDate}
+
+${highlights}
+
+**Docker Tag: ${version}**
+
+${AUTOGEN_MARKER}
+
+${categorizedNotes}`;
+    updated = existing.replace(
+      '# Release Notes\n',
+      `# Release Notes\n\n${newSection}\n`,
+    );
+  }
+
+  await fs.writeFile(releasesPath, updated);
+  console.log(`Updated ${releasesPath}`);
+});
+
+await group('Remove used release notes', async () => {
+  await Promise.all(
+    files.map(f => fs.unlink(join('upcoming-release-notes', f))),
+  );
+});
+
+await group('Format generated files', async () => {
+  await exec(`yarn exec oxfmt ${blogPath} ${releasesPath}`, {
+    stdio: 'inherit',
+  });
+});
+
+await group('Commit and push', async () => {
+  await exec(
+    'git add upcoming-release-notes packages/docs/blog packages/docs/docs/releases.md',
+    { stdio: 'inherit' },
+  );
+
+  try {
+    await exec('git diff --cached --quiet');
+    console.log('No changes to commit');
+    return;
+  } catch {
+    // there are staged changes
+  }
+
+  await exec(`git commit -m '${commitMessage}'`);
+  await exec('git push origin', { stdio: 'inherit' });
+});
+
+async function parseReleaseNotes(dir) {
+  const files = (await fs.readdir(dir)).filter(f => f.match(/^\d+\.md$/));
+  const notes = files.map(async name => {
+    const content = await fs.readFile(join(dir, name), 'utf-8');
+    const { data, content: body } = matter(content);
+    const number = name.replace('.md', '');
+    const authors = listify(
+      data.authors.map(a => `@${a}`),
+      { finalWord: '&' },
+    );
+    return {
+      category: categoryAutocorrections[data.category] ?? data.category,
+      value: `- [#${number}](https://github.com/actualbudget/${repo}/pull/${number}) ${body.trim()} — thanks ${authors}`,
+    };
+  });
+
+  const notesByCategory = (await Promise.all(notes)).reduce(
+    (acc, note) => {
+      if (!acc[note.category]) {
+        console.log(`WARNING: Unrecognized category "${note.category}"`);
+        acc[note.category] = [];
+      }
+      acc[note.category].push(note.value);
+      return acc;
+    },
+    Object.fromEntries(categoryOrder.map(c => [c, []])),
+  );
+
+  return { notesByCategory, files };
+}
+
+function escapeRegExp(str) {
+  return str.replace(/[.*+?^${}()|[\]\\]/g, '\\$&');
+}
+
+function formatNotes(notes) {
+  return Object.entries(notes)
+    .filter(([_, values]) => values.length > 0)
+    .map(([category, values]) => `#### ${category}\n\n${values.join('\n')}`)
+    .join('\n\n');
+}
+
+async function collapsedLog(name, value) {
+  await group(name, () => {
+    if (typeof value === 'string') {
+      console.log(value);
+    } else {
+      console.log(inspect(value, { depth: null }));
+    }
+  });
+}
+
+async function group(name, cb) {
+  console.log(`::group::${name}`);
+  await cb();
+  console.log('::endgroup::');
+}

packages/ci-actions/bin/tsx

@@ -0,0 +1,8 @@
+#!/bin/bash
+set -euo pipefail
+
+cd ../../
+
+script="$1"
+shift
+exec node --import=extensionless/register --experimental-strip-types packages/ci-actions/"$script" "$@"

packages/ci-actions/package.json

@@ -3,9 +3,21 @@
   "private": true,
   "type": "module",
   "scripts": {
-    "test": "vitest --run"
+    "tsx": "bin/tsx",
+    "test": "vitest --run",
+    "typecheck": "tsgo -b"
   },
   "devDependencies": {
-    "vitest": "^4.0.16"
+    "@octokit/rest": "^22.0.1",
+    "@typescript/native-preview": "beta",
+    "extensionless": "^2.0.6",
+    "gray-matter": "^4.0.3",
+    "listify": "^1.0.3",
+    "vitest": "^4.1.2"
+  },
+  "extensionless": {
+    "lookFor": [
+      "ts"
+    ]
   }
 }

packages/ci-actions/src/release-notes/util.mjs

@@ -0,0 +1,12 @@
+export const categoryAutocorrections = {
+  Feature: 'Features',
+  Enhancement: 'Enhancements',
+  Bugfix: 'Bugfixes',
+};
+
+export const categoryOrder = [
+  'Features',
+  'Enhancements',
+  'Bugfixes',
+  'Maintenance',
+];

packages/ci-actions/src/versions/get-next-package-version.test.ts

@@ -77,7 +77,7 @@ describe('getNextVersion (lib)', () => {
     expect(() =>
       getNextVersion({
         currentVersion: '25.8.4',
-        type: 'unknown',
+        type: 'unknown' as never,
         currentDate: new Date('2025-08-10'),
       }),
     ).toThrow(/Invalid type/);

packages/ci-actions/src/versions/get-next-package-version.ts

@@ -1,35 +1,69 @@
-function parseVersion(version) {
+export const versionTypeArray = [
+  'auto',
+  'hotfix',
+  'monthly',
+  'nightly',
+] as const;
+export type VersionType = (typeof versionTypeArray)[number];
+
+type ParsedVersion = {
+  versionYear: number;
+  versionMonth: number;
+  versionHotfix: number;
+};
+
+type GetNextVersionOptions = {
+  currentVersion: string;
+  type: VersionType;
+  currentDate?: Date;
+};
+
+function parseVersion(version: string): ParsedVersion {
   const [y, m, p] = version.split('.');
   return {
-    versionYear: parseInt(y, 10),
-    versionMonth: parseInt(m, 10),
-    versionHotfix: parseInt(p, 10),
+    versionYear: Number.parseInt(y, 10),
+    versionMonth: Number.parseInt(m, 10),
+    versionHotfix: Number.parseInt(p, 10),
   };
 }
 
-function computeNextMonth(versionYear, versionMonth) {
-  // Create date and add 1 month
-  const versionDate = new Date(2000 + versionYear, versionMonth - 1, 1); // month is 0-indexed
+function computeNextMonth(versionYear: number, versionMonth: number) {
+  const versionDate = new Date(2000 + versionYear, versionMonth - 1, 1);
   const nextVersionMonthDate = new Date(
     versionDate.getFullYear(),
     versionDate.getMonth() + 1,
     1,
   );
 
-  // Format back to YY.M format
   const fullYear = nextVersionMonthDate.getFullYear();
   const nextVersionYear = fullYear.toString().slice(fullYear < 2100 ? -2 : -3);
-  const nextVersionMonth = nextVersionMonthDate.getMonth() + 1; // Convert back to 1-indexed
+  const nextVersionMonth = nextVersionMonthDate.getMonth() + 1;
+
   return { nextVersionYear, nextVersionMonth };
 }
 
-// Determine logical type from 'auto' based on the current date and version
-function resolveType(type, currentDate, versionYear, versionMonth) {
-  if (type !== 'auto') return type;
+export function isValidVersionType(value: string): value is VersionType {
+  return versionTypeArray.includes(value as VersionType);
+}
+
+function resolveType(
+  type: VersionType,
+  currentDate: Date,
+  versionYear: number,
+  versionMonth: number,
+) {
+  if (type !== 'auto') {
+    return type;
+  }
+
   const inPatchMonth =
     currentDate.getFullYear() === 2000 + versionYear &&
     currentDate.getMonth() + 1 === versionMonth;
-  if (inPatchMonth && currentDate.getDate() <= 25) return 'hotfix';
+
+  if (inPatchMonth && currentDate.getDate() < 25) {
+    return 'hotfix';
+  }
+
   return 'monthly';
 }
 
@@ -37,7 +71,7 @@ export function getNextVersion({
   currentVersion,
   type,
   currentDate = new Date(),
-}) {
+}: GetNextVersionOptions) {
   const { versionYear, versionMonth, versionHotfix } =
     parseVersion(currentVersion);
   const { nextVersionYear, nextVersionMonth } = computeNextMonth(
@@ -51,11 +85,10 @@ export function getNextVersion({
     versionMonth,
   );
 
-  // Format date stamp once for nightly
   const currentDateString = currentDate
     .toISOString()
     .split('T')[0]
-    .replaceAll('-', '');
+    .replace(/-/g, '');
 
   switch (resolvedType) {
     case 'nightly':
@@ -66,7 +99,7 @@ export function getNextVersion({
       return `${nextVersionYear}.${nextVersionMonth}.0`;
     default:
       throw new Error(
-        'Invalid type specified. Use "auto", "nightly", "hotfix", or "monthly".',
+        `Invalid type ${String(resolvedType satisfies never)} specified. Use "auto", "nightly", "hotfix", or "monthly".`,
       );
   }
 }

packages/ci-actions/tsconfig.json

@@ -0,0 +1,16 @@
+{
+  "compilerOptions": {
+    "target": "ES2022",
+    "lib": [],
+    "module": "es2022",
+    "moduleResolution": "bundler",
+    "skipLibCheck": true,
+    "strict": true,
+    "types": ["node"],
+    "outDir": "dist",
+    "rootDir": ".",
+    "composite": true
+  },
+  "include": ["src/**/*", "bin/**/*"],
+  "exclude": ["node_modules"]
+}

packages/cli/.gitignore

@@ -0,0 +1,7 @@
+dist
+coverage
+.actualrc.json
+.actualrc
+.actualrc.yaml
+.actualrc.yml
+actual.config.js

packages/cli/README.md

@@ -0,0 +1,199 @@
+# @actual-app/cli
+
+> **WARNING:** This CLI is experimental.
+
+Command-line interface for [Actual Budget](https://actualbudget.org). Query and modify your budget data from the terminal — accounts, transactions, categories, payees, rules, schedules, and more.
+
+> **Note:** This CLI connects to a running [Actual sync server](https://actualbudget.org/docs/install/). It does not operate on local budget files directly.
+
+## Installation
+
+```bash
+npm install -g @actual-app/cli
+```
+
+Requires Node.js >= 22.
+
+## Quick Start
+
+```bash
+# Set connection details
+export ACTUAL_SERVER_URL=http://localhost:5006
+export ACTUAL_PASSWORD=your-password
+export ACTUAL_SYNC_ID=your-sync-id   # Found in Settings → Advanced → Sync ID
+
+# List your accounts
+actual accounts list
+
+# Check a balance
+actual accounts balance <account-id>
+
+# View this month's budget
+actual budgets month 2026-03
+```
+
+## Configuration
+
+Configuration is resolved in this order (highest priority first):
+
+1. **CLI flags** (`--server-url`, `--password`, etc.)
+2. **Environment variables**
+3. **Config file** (via [cosmiconfig](https://github.com/cosmiconfig/cosmiconfig))
+4. **Defaults** (`dataDir` defaults to `~/.actual-cli/data`)
+
+### Environment Variables
+
+| Variable               | Description                                           |
+| ---------------------- | ----------------------------------------------------- |
+| `ACTUAL_SERVER_URL`    | URL of the Actual sync server (required)              |
+| `ACTUAL_PASSWORD`      | Server password (required unless using token)         |
+| `ACTUAL_SESSION_TOKEN` | Session token (alternative to password)               |
+| `ACTUAL_SYNC_ID`       | Budget Sync ID (required for most commands)           |
+| `ACTUAL_DATA_DIR`      | Local directory for cached budget data                |
+| `ACTUAL_CACHE_TTL`     | Cache TTL in seconds (default: 60)                    |
+| `ACTUAL_LOCK_TIMEOUT`  | Budget-dir lock wait timeout in seconds (default: 10) |
+| `ACTUAL_NO_LOCK`       | Set to `1` to disable budget-dir locking              |
+
+### Config File
+
+Create an `.actualrc.json` (or `.actualrc`, `.actualrc.yaml`, `actual.config.js`):
+
+```json
+{
+  "serverUrl": "http://localhost:5006",
+  "password": "your-password",
+  "syncId": "1cfdbb80-6274-49bf-b0c2-737235a4c81f",
+  "cacheTtl": 60,
+  "lockTimeout": 10,
+  "noLock": false
+}
+```
+
+**Security:** Do not store plaintext passwords in config files (e.g. `.actualrc.json`, `.actualrc`, `.actualrc.yaml`, `actual.config.js`). Add these files to `.gitignore` if they contain secrets. Prefer the `ACTUAL_SESSION_TOKEN` environment variable instead of the `password` field. See [Environment Variables](#environment-variables) for using a session token.
+
+### Global Flags
+
+| Flag                      | Description                                     |
+| ------------------------- | ----------------------------------------------- |
+| `--server-url <url>`      | Server URL                                      |
+| `--password <pw>`         | Server password                                 |
+| `--session-token <token>` | Session token                                   |
+| `--sync-id <id>`          | Budget Sync ID                                  |
+| `--data-dir <path>`       | Data directory                                  |
+| `--cache-ttl <seconds>`   | Cache TTL; `0` disables caching (default: 60)   |
+| `--refresh`               | Force a sync on this call, ignoring the cache   |
+| `--no-cache`              | Alias for `--refresh`                           |
+| `--lock-timeout <secs>`   | Lock wait timeout (default: 10)                 |
+| `--no-lock`               | Disable budget-dir locking (use with care)      |
+| `--format <format>`       | Output format: `json` (default), `table`, `csv` |
+| `--verbose`               | Show informational messages                     |
+
+## Commands
+
+| Command           | Description                    |
+| ----------------- | ------------------------------ |
+| `accounts`        | Manage accounts                |
+| `budgets`         | Manage budgets and allocations |
+| `categories`      | Manage categories              |
+| `category-groups` | Manage category groups         |
+| `transactions`    | Manage transactions            |
+| `payees`          | Manage payees                  |
+| `tags`            | Manage tags                    |
+| `rules`           | Manage transaction rules       |
+| `schedules`       | Manage scheduled transactions  |
+| `query`           | Run an ActualQL query          |
+| `server`          | Server utilities and lookups   |
+| `sync`            | Refresh or inspect local cache |
+
+Run `actual <command> --help` for subcommands and options.
+
+### Examples
+
+```bash
+# List all accounts (as a table; excludes closed by default)
+actual accounts list [--include-closed] --format table
+
+# Find an entity ID by name
+actual server get-id --type accounts --name "Checking"
+
+# Add a transaction (amount in integer cents: -2500 = -$25.00)
+actual transactions add --account <id> \
+  --data '[{"date":"2026-03-14","amount":-2500,"payee_name":"Coffee Shop"}]'
+
+# Export transactions to CSV
+actual transactions list --account <id> \
+  --start 2026-01-01 --end 2026-12-31 --format csv > transactions.csv
+
+# Set budget amount ($500 = 50000 cents)
+actual budgets set-amount --month 2026-03 --category <id> --amount 50000
+
+# Run an ActualQL query
+actual query run --table transactions \
+  --select "date,amount,payee" --filter '{"amount":{"$lt":0}}' --limit 10
+```
+
+### Amount Convention
+
+All monetary amounts are **integer cents** when passed as input (flags, JSON):
+
+| CLI Value | Dollar Amount |
+| --------- | ------------- |
+| `5000`    | $50.00        |
+| `-12350`  | -$123.50      |
+
+**Output formatting:** Table (`--format table`) and CSV (`--format csv`) output automatically converts cent values to decimal (e.g. `1665.00` instead of `166500`). JSON output always returns raw cents for programmatic use.
+
+### Tips & Common Pitfalls
+
+- **Split transactions:** When summing or counting transactions, filter `"is_parent": false` to avoid double-counting. A split parent holds the total amount, and its children hold the individual parts — including both would count the total twice.
+
+- **Rapid sequential requests:** The CLI caches the budget locally (see [Caching](#caching)), so read-heavy scripts no longer need a single-query workaround by default. For very chatty scripts, run `actual sync` once and then use a long `--cache-ttl` for reads:
+
+  ```bash
+  actual sync
+  actual --cache-ttl 3600 query run ...
+  actual --cache-ttl 3600 accounts list
+  ```
+
+- **Uncategorized transactions:** `category.name` is `null` for transactions without a category. Account for this when filtering or grouping by category.
+
+- **No date sub-fields in AQL:** `date.month`, `date.year`, etc. are not supported as query fields. To group by month, fetch raw transactions with a date range filter and aggregate locally in a script.
+
+## Caching
+
+The CLI keeps a local copy of your budget so repeated commands don't hit the sync server on every call. Within the TTL (default `60` seconds), read commands (`list`, `balance`, `query run`, …) reuse the cached budget without a network round-trip. Write commands (`add`, `update`, `set-amount`, …) always sync with the server before and after the write.
+
+- `actual sync` — refresh the cache now.
+- `actual sync --status` — show how stale the local cache is.
+- `actual sync --clear` — delete the local cache; the next command re-downloads.
+- `--refresh` (or `--no-cache`) — force a sync on a single call.
+- `--cache-ttl <seconds>` — override the TTL for a single call (use `0` to disable caching).
+
+### Concurrency
+
+The CLI takes a shared lock for reads and an exclusive lock for writes on the per-budget cache directory. Many parallel reads are safe; writes serialize. If another CLI process is holding the lock, subsequent invocations wait up to `--lock-timeout` seconds (default `10`) before failing with an error. Pass `--no-lock` to opt out in trusted single-process setups.
+
+## Running Locally (Development)
+
+If you're working on the CLI within the monorepo:
+
+```bash
+# 1. Build the CLI
+yarn build:cli
+
+# 2. Start a local sync server (in a separate terminal)
+yarn start:server-dev
+
+# 3. Open http://localhost:5006 in your browser, create a budget,
+#    then find the Sync ID in Settings → Advanced → Sync ID
+
+# 4. Run the CLI directly from the build output
+ACTUAL_SERVER_URL=http://localhost:5006 \
+ACTUAL_PASSWORD=your-password \
+ACTUAL_SYNC_ID=your-sync-id \
+node packages/cli/dist/cli.js accounts list
+
+# Or use a shorthand alias for convenience
+alias actual-dev="node $(pwd)/packages/cli/dist/cli.js"
+actual-dev budgets list
+```

packages/cli/package.json

@@ -0,0 +1,52 @@
+{
+  "name": "@actual-app/cli",
+  "version": "26.5.0",
+  "description": "CLI for Actual Budget",
+  "license": "MIT",
+  "repository": {
+    "type": "git",
+    "url": "git+https://github.com/actualbudget/actual.git",
+    "directory": "packages/cli"
+  },
+  "bin": {
+    "actual": "./dist/cli.js",
+    "actual-cli": "./dist/cli.js"
+  },
+  "files": [
+    "dist"
+  ],
+  "type": "module",
+  "imports": {
+    "#cache": "./src/cache.ts",
+    "#commands/*": "./src/commands/*.ts",
+    "#config": "./src/config.ts",
+    "#connection": "./src/connection.ts",
+    "#input": "./src/input.ts",
+    "#lock": "./src/lock.ts",
+    "#output": "./src/output.ts",
+    "#utils": "./src/utils.ts"
+  },
+  "scripts": {
+    "build": "vite build",
+    "test": "vitest --run",
+    "typecheck": "tsgo -b"
+  },
+  "dependencies": {
+    "@actual-app/api": "workspace:*",
+    "cli-table3": "^0.6.5",
+    "commander": "^14.0.3",
+    "cosmiconfig": "^9.0.1",
+    "proper-lockfile": "^4.1.2"
+  },
+  "devDependencies": {
+    "@types/node": "^22.19.17",
+    "@types/proper-lockfile": "^4",
+    "@typescript/native-preview": "beta",
+    "rollup-plugin-visualizer": "^7.0.1",
+    "vite": "^8.0.5",
+    "vitest": "^4.1.2"
+  },
+  "engines": {
+    "node": ">=22"
+  }
+}

packages/cli/src/cache.test.ts

@@ -0,0 +1,206 @@
+import {
+  existsSync,
+  mkdtempSync,
+  readFileSync,
+  rmSync,
+  writeFileSync,
+} from 'node:fs';
+import { tmpdir } from 'node:os';
+import { join } from 'node:path';
+
+import {
+  CACHE_FILE_NAME,
+  decideSyncAction,
+  readCacheState,
+  writeCacheState,
+} from './cache';
+
+describe('readCacheState', () => {
+  let dir: string;
+
+  beforeEach(() => {
+    dir = mkdtempSync(join(tmpdir(), 'actual-cli-cache-'));
+  });
+
+  afterEach(() => {
+    rmSync(dir, { recursive: true, force: true });
+  });
+
+  it('returns null when the file does not exist', () => {
+    expect(readCacheState(dir)).toBeNull();
+  });
+
+  it('returns null when the file is corrupt', () => {
+    writeFileSync(join(dir, CACHE_FILE_NAME), 'not json');
+    expect(readCacheState(dir)).toBeNull();
+  });
+
+  it('returns null when the file has the wrong version', () => {
+    writeFileSync(
+      join(dir, CACHE_FILE_NAME),
+      JSON.stringify({
+        version: 999,
+        syncId: 'a',
+        budgetId: 'b',
+        serverUrl: 'c',
+        lastSyncedAt: 1,
+        lastDownloadedAt: 1,
+      }),
+    );
+    expect(readCacheState(dir)).toBeNull();
+  });
+
+  it('returns the parsed state when the file is valid', () => {
+    writeFileSync(
+      join(dir, CACHE_FILE_NAME),
+      JSON.stringify({
+        version: 1,
+        syncId: 'a',
+        budgetId: 'b',
+        serverUrl: 'c',
+        lastSyncedAt: 1234,
+        lastDownloadedAt: 5678,
+      }),
+    );
+    expect(readCacheState(dir)).toEqual({
+      version: 1,
+      syncId: 'a',
+      budgetId: 'b',
+      serverUrl: 'c',
+      lastSyncedAt: 1234,
+      lastDownloadedAt: 5678,
+    });
+  });
+});
+
+describe('writeCacheState', () => {
+  let dir: string;
+
+  beforeEach(() => {
+    dir = mkdtempSync(join(tmpdir(), 'actual-cli-cache-'));
+  });
+
+  afterEach(() => {
+    rmSync(dir, { recursive: true, force: true });
+  });
+
+  it('writes the state to the cache file', () => {
+    writeCacheState(dir, {
+      version: 1,
+      syncId: 'a',
+      budgetId: 'b',
+      serverUrl: 'c',
+      lastSyncedAt: 1,
+      lastDownloadedAt: 1,
+    });
+    const raw = readFileSync(join(dir, CACHE_FILE_NAME), 'utf-8');
+    expect(JSON.parse(raw).syncId).toBe('a');
+  });
+
+  it('is atomic: removes the tmp file after rename', () => {
+    writeCacheState(dir, {
+      version: 1,
+      syncId: 'a',
+      budgetId: 'b',
+      serverUrl: 'c',
+      lastSyncedAt: 1,
+      lastDownloadedAt: 1,
+    });
+    expect(existsSync(join(dir, `${CACHE_FILE_NAME}.tmp`))).toBe(false);
+  });
+
+  it('does not throw when the filesystem refuses the write', () => {
+    // Force ENOTDIR by pointing writeCacheState at a path whose parent is a
+    // regular file — no OS-specific pseudo-filesystem semantics needed.
+    const file = join(dir, 'not-a-dir');
+    writeFileSync(file, '');
+    expect(() =>
+      writeCacheState(join(file, 'nested'), {
+        version: 1,
+        syncId: 'a',
+        budgetId: 'b',
+        serverUrl: 'c',
+        lastSyncedAt: 1,
+        lastDownloadedAt: 1,
+      }),
+    ).not.toThrow();
+  });
+});
+
+describe('decideSyncAction', () => {
+  const base = {
+    state: {
+      version: 1 as const,
+      syncId: 'sync-1',
+      budgetId: 'bud-1',
+      serverUrl: 'http://s',
+      lastSyncedAt: 1_000_000,
+      lastDownloadedAt: 1_000_000,
+    },
+    config: { syncId: 'sync-1', serverUrl: 'http://s' },
+    now: 1_000_000,
+    ttlMs: 60_000,
+    mutates: false,
+    refresh: false,
+    encrypted: false,
+  };
+
+  it('returns "download" when state is null', () => {
+    expect(decideSyncAction({ ...base, state: null }).action).toBe('download');
+  });
+
+  it('returns "download" when syncId changed', () => {
+    expect(
+      decideSyncAction({
+        ...base,
+        config: { ...base.config, syncId: 'other' },
+      }).action,
+    ).toBe('download');
+  });
+
+  it('returns "download" when serverUrl changed', () => {
+    expect(
+      decideSyncAction({
+        ...base,
+        config: { ...base.config, serverUrl: 'http://other' },
+      }).action,
+    ).toBe('download');
+  });
+
+  it('returns "skip" for a read within the TTL', () => {
+    expect(decideSyncAction({ ...base, now: 1_000_000 + 30_000 }).action).toBe(
+      'skip',
+    );
+  });
+
+  it('returns "sync" for a read past the TTL', () => {
+    expect(decideSyncAction({ ...base, now: 1_000_000 + 61_000 }).action).toBe(
+      'sync',
+    );
+  });
+
+  it('returns "sync" for a write even when fresh', () => {
+    expect(decideSyncAction({ ...base, mutates: true }).action).toBe('sync');
+  });
+
+  it('returns "sync" when refresh is true', () => {
+    expect(decideSyncAction({ ...base, refresh: true }).action).toBe('sync');
+  });
+
+  it('returns "sync" when ttlMs is 0', () => {
+    expect(decideSyncAction({ ...base, ttlMs: 0 }).action).toBe('sync');
+  });
+
+  it('returns "sync" for encrypted budgets within the TTL', () => {
+    expect(decideSyncAction({ ...base, encrypted: true }).action).toBe('sync');
+  });
+
+  it('treats clock skew (negative age) as stale', () => {
+    expect(decideSyncAction({ ...base, now: 999_999 }).action).toBe('sync');
+  });
+
+  it('carries cached state on non-download actions', () => {
+    const decision = decideSyncAction({ ...base, mutates: true });
+    expect(decision).toEqual({ action: 'sync', state: base.state });
+  });
+});