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78 Commits

Author SHA1 Message Date
Claude
6d6e032429 [AI] Address review feedback for browser API build
- Remove `internal` export from index.web.ts (keep as local variable)
- Use `yarn build:node && yarn build:browser` in build script
- Remove unnecessary `node:` external from vite.browser.config.ts
  (Vite handles browser externalization automatically)

https://claude.ai/code/session_01MnxRXLNjqXrVb5CdsC85Fb
2026-03-17 12:04:21 +00:00
Claude
399e59c088 [AI] Add browser-compatible build for @actual-app/api
The API package was previously Node.js-only due to its dependency on
better-sqlite3 and Node.js fs/path modules. This adds a browser build
that uses loot-core's existing browser platform implementations
(sql.js/WASM, IndexedDB, absurd-sql) instead.

Changes:
- Add index.web.ts: browser entry point (no Node.js version check or
  node-fetch polyfill)
- Add vite.browser.config.ts: browser-targeted Vite build that resolves
  to browser platform files (index.ts) instead of Node.js ones
  (index.api.ts -> index.electron.ts)
- Update package.json: conditional exports (browser vs default/node),
  module field, build:browser script
- Update tsconfig.json: exclude new config file from type checking

The browser build outputs dist/browser.js (ESM) alongside the existing
dist/index.js (CJS/Node). Bundlers that support the "browser" condition
in package.json exports will automatically use the browser build.

https://claude.ai/code/session_01MnxRXLNjqXrVb5CdsC85Fb
2026-03-16 22:19:22 +00:00
Matiss Janis Aboltins
f73c5e9210 [AI] Fix adm-zip dependency resolution in loot-core (#7219) 2026-03-16 21:11:51 +00:00
Julian Dominguez-Schatz
a4eb17eff2 Upgrade to Vite 8 (#7184)
* Upgrade to Vite 8

* Add release notes

* PR feedback

* [autofix.ci] apply automated fixes

* PR feedback

* fix: inject process.env

* Restore deleted release note

* Clean up and typecheck

* Fix dev server

* Fix type error

* Fix tests

* PR feedback

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-03-15 23:16:39 +00:00
Matiss Janis Aboltins
8a3db77cff [AI] api: simplify bundling by removing loot-core type inlining (#7209) 2026-03-15 20:07:36 +00:00
Matiss Janis Aboltins
f5a62627f0 [AI] Remove @actual-app/crdt Vite aliases and redundant config (#7195)
* [AI] Remove @actual-app/crdt Vite aliases and redundant config

* Release notes

* Enhance CRDT package configuration and clean up Vite settings

* Added `publishConfig` to `crdt/package.json` to specify exports for types and default files.
* Removed unused `crdtDir` references from `vite.config.ts` and `vite.desktop.config.ts` to streamline configuration.
2026-03-15 17:41:27 +00:00
Matiss Janis Aboltins
6c150cf28a [AI] Publish loot-core (@actual-app/core) nightly first in workflow (#7200)
* [AI] Publish loot-core (@actual-app/core) nightly first in workflow

* [autofix.ci] apply automated fixes

* Refactor imports and update configuration

- Updated .oxfmtrc.json to change "parent" to ["parent", "subpath"].
- Removed unnecessary blank lines in various TypeScript files to improve code readability.
- Adjusted import order in reports and rules files for consistency.

* Add workflow steps to pack and publish the core package nightly

* Remove nightly tag from npm publish command in workflow for core package

* Update post-build script comment to reflect correct workspace command for loot-core declarations

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-03-15 17:35:01 +00:00
Asger Mogensen
e069312ac3 Feature: Add a confirmation modal when users merge payees in /payees (#7188)
* Add a confirmation model when merging payees in /payee

* Added a confirmation modal when users merge payees in /payees

* Address coderabbit comments

* [autofix.ci] apply automated fixes

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-03-15 15:59:57 +00:00
Pranay S
f266b761c2 [AI] Fix Spending Analysis budget table for tracking budgeting (#7191)
* [AI] Fix Spending Analysis budget table for tracking budgeting

Made-with: Cursor

* [autofix.ci] apply automated fixes

* [AI] Add release note for Spending Analysis tracking budgeting fix

Made-with: Cursor

* [autofix.ci] apply automated fixes

* [AI] Address CodeRabbit nitpicks: use typed narrowing instead of assertion for budgetType

Made-with: Cursor

---------

Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-03-15 15:58:22 +00:00
Matiss Janis Aboltins
328b36f124 [AI] Fix navigator is not defined error in @actual-app/api for Node.js environments (#7202)
* [AI] Fix navigator is not defined error in @actual-app/api for Node.js environments

Add platform.api.ts to provide Node.js-safe defaults for platform detection,
which the API's Vite config resolves before the browser-only platform.ts.
Also guard navigator access in environment.ts isElectron() function.

Fixes #7201

https://claude.ai/code/session_015Xz2nHC12pNkADGjGZnSXd

* Add release notes for PR #7202

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-15 08:13:55 +00:00
Derek Gaffney
8934df0cb5 fix(docs/accounts): remove duplicated content (#7199)
* fix(docs): remove duplicated content

* release note file
2026-03-14 21:39:33 +00:00
dependabot[bot]
ab269fa4ea Bump undici from 7.18.2 to 7.24.1 (#7197)
Bumps [undici](https://github.com/nodejs/undici) from 7.18.2 to 7.24.1.
- [Release notes](https://github.com/nodejs/undici/releases)
- [Commits](https://github.com/nodejs/undici/compare/v7.18.2...v7.24.1)

---
updated-dependencies:
- dependency-name: undici
  dependency-version: 7.24.1
  dependency-type: indirect
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2026-03-14 21:19:47 +00:00
Matiss Janis Aboltins
9c61cfc145 [AI] Switch typecheck from tsc to tsgo and fix Menu type narrowing (#7183)
* [AI] Switch typecheck from tsc to tsgo and fix Menu type narrowing

* [autofix.ci] apply automated fixes

* Add .gitignore for dist directory, update typecheck script in package.json to use -b flag, and remove noEmit option from tsconfig.json files in ci-actions and desktop-electron packages. Introduce typesVersions in loot-core package.json for improved type handling.

* Refactor SelectedTransactionsButton to improve type safety and readability. Updated items prop to use spread operator for conditional rendering of menu items, ensuring proper type annotations with MenuItem. This change enhances the clarity of the component's structure and maintains TypeScript compliance.

* Update tsconfig.json in desktop-electron package to maintain consistent formatting for plugins section. No functional changes made.

* [autofix.ci] apply automated fixes

* Update package.json and yarn.lock to add TypeScript 5.8.0 dependency. Adjust typesVersions in loot-core package.json for improved type handling. Enhance tsconfig.json in sync-server package to enable strictFunctionTypes for better type safety.

* Enhance tsconfig.json in ci-actions package by adding composite option for improved project references and build performance.

* [AI] Revert typescript to 5.9.3 for ts-node compatibility

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

* [AI] Update yarn.lock after TypeScript version change

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

* Refactor Menu component for improved type safety and readability. Updated type assertions for Menu.line and Menu.label, simplified type checks in filtering and selection logic, and enhanced conditional rendering of menu items. This change ensures better TypeScript compliance and maintains clarity in the component's structure.

* Refactor Select and OpenIdForm components to improve type safety and simplify logic. Updated item mapping to handle Menu.line more effectively, enhancing clarity in selection processes. Adjusted SelectedTransactionsButton to streamline item creation and improve readability.

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: Cursor Agent <cursoragent@cursor.com>
Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
2026-03-14 21:03:10 +00:00
Matiss Janis Aboltins
d86c9cf735 Add theme mode filtering to custom theme catalog (#7194)
* [AI] Add mode field to custom theme catalog for dark/light filtering

Each catalog theme now has a `mode: 'dark' | 'light'` field. When
installing a custom theme in auto mode, the ThemeInstaller filters the
catalog to only show themes matching the selected mode (light or dark).

https://claude.ai/code/session_01PtSEMRv3SpAEtdGzvYxzpa

* Add release notes for PR #7194

* Change category from Features to Enhancements

* [AI] Rename filter parameter to avoid shadowing useTranslation t()

Rename `t` to `catalogTheme` in the catalogItems filter to avoid
shadowing the `t` translation function from useTranslation().

https://claude.ai/code/session_01PtSEMRv3SpAEtdGzvYxzpa

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-14 14:57:47 +00:00
Stephen Brown II
f95cfbf82c Add drag&drop reordering for transactions within the same day (#6653)
* feat(desktop-client): add transaction drag-and-drop reordering

Add the ability to manually reorder transactions within a date group using
drag-and-drop in the TransactionsTable. This is useful for correcting the
order of transactions that occurred on the same day.

Prevent transaction reordering from falling back to the end of the day list
when dropping before a split parent. Parent-level moves now target parent
rows only, so regular transactions can be inserted between split parents on
the same date.

Key changes:

Frontend:
- Migrate drag-and-drop from react-dnd to react-aria hooks
- Add transaction row drag handles and drop indicators
- Implement onReorder handler in TransactionList
- Restrict reordering to same-date transactions only
- Disable drag-drop on aggregate views (categories, etc.)

Backend:
- Add transaction-move handler with validation
- Implement moveTransaction in db layer with midpoint/shove algorithm
- Add TRANSACTION_SORT_INCREMENT constant for consistent spacing
- Handle split transaction subtransactions automatically
- Inherit parent sort_order in child transactions during import

Refactoring:
- Remove useDragRef hook (replaced by react-aria)
- Remove DndProvider wrapper from App.tsx
- Update budget and sidebar components for new drag-drop API
- Fix sort.tsx @ts-strict-ignore by adding proper types

configure allowReorder for TransactionTable consumers

- Account.tsx: Enable reordering for single-account views, add sort_order
  as tiebreaker for stable ordering when sorted by other columns
- Calendar.tsx: Disable reordering in calendar report view (read-only context)

* void promises
2026-03-14 13:35:45 +00:00
Matiss Janis Aboltins
767f77fea3 [AI] Enable more lint rules as warn for gradual fix (7196) (#7196) 2026-03-14 01:47:17 +00:00
Matiss Janis Aboltins
d6dcc30e44 [AI] Promote typescript/no-for-in-array lint rule from warn to error (#7193)
* [AI] Promote typescript/no-for-in-array lint rule from warn to error

Convert the oxlint rule from "warn" to "error" as noted by the existing
TODO comment, and fix the three violations by replacing for-in loops
with for-of using .entries().

https://claude.ai/code/session_01N6F8DMzUVDxNJC56jMGknf

* Add release notes for PR #7193

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-13 21:06:06 +00:00
Matiss Janis Aboltins
541df52441 Enable restrict-template-expressions linting rule (#7181)
* [AI] Promote typescript/restrict-template-expressions to error and fix violations

Convert the oxlint rule from "warn" to "error" and fix all 42 violations
by wrapping non-string template expressions with String(). This ensures
type safety in template literals across the codebase.

https://claude.ai/code/session_01Uk8SwFbD6HuUuo3SSMwU9z

* Add release notes for PR #7181

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-13 18:36:58 +00:00
Julian Dominguez-Schatz
85e3166495 [AI] Remove deep-equal package (#7187)
* Remove `deep-equal` package

* Add release notes

* Add a few more tests

* Add release notes
2026-03-13 16:36:52 +00:00
Mats Nilsson
5d4bbc9ebb fix: mobile autocomplete modals (#6741)
When filtering for accounts in e.g. the net worth graph the modal closes
the filter the tooltip so it's impossible to add e.g. accounts to the
filter.
2026-03-13 15:03:38 +00:00
dependabot[bot]
031aac9799 bump ajv from 6.12.6 to 6.14.0 (#7044)
* Bump ajv from 6.12.6 to 6.14.0

Bumps [ajv](https://github.com/ajv-validator/ajv) from 6.12.6 to 6.14.0.
- [Release notes](https://github.com/ajv-validator/ajv/releases)
- [Commits](https://github.com/ajv-validator/ajv/compare/v6.12.6...v6.14.0)

---
updated-dependencies:
- dependency-name: ajv
  dependency-version: 6.14.0
  dependency-type: indirect
...

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

* note

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2026-03-13 01:53:32 +00:00
Stephen Brown II
c53c5c2f36 [AI] Normalize apostrophe-dot thousandsSeparator for consistency (#7179)
* Normalize apostrophe-dot thousandsSeparator for consistency

* Also normalize keyboard apostrophes on the input path
2026-03-13 01:47:53 +00:00
Matiss Janis Aboltins
e968213977 Use TypeScript project references for incremental builds (#7180)
* [AI] Fix duplicate typechecking by consolidating into lage

Previously `yarn typecheck` ran:
1. `tsc -b` (type-checks all packages via project references)
2. `tsc -p tsconfig.root.json --noEmit` (checks root bin/*.ts)
3. `lage typecheck` (runs `tsc --noEmit` per package - duplicate!)

Now it runs:
1. `tsc -p tsconfig.root.json --noEmit` (checks root bin/*.ts)
2. `lage typecheck` (handles everything via dependency ordering)

Changes:
- Remove `tsc -b` from root typecheck script
- Add `dependsOn: ["^typecheck"]` to lage config for correct ordering
- Change per-package typecheck from `tsc --noEmit` to `tsc -b` so
  declarations are emitted for dependent packages

https://claude.ai/code/session_01P7mtAHphD6f1FsnQRwWBaW

* Add release notes for PR #7180

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-12 21:54:29 +00:00
Matiss Janis Aboltins
6b996c11d8 [AI] Add --quiet flag to oxlint commands (#7055)
* [AI] Separate lint and format into distinct commands

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

* Update lint-staged configuration to use 'oxfmt' for formatting instead of 'yarn format:fix'

* [AI] Add format checks to CI workflows

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

* Refactor linting and formatting commands in package.json and GitHub workflows to streamline processes and add quiet mode for linting

---------

Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
2026-03-12 18:01:10 +00:00
Matiss Janis Aboltins
282a99db2f lint: promote no-floating-promises and require-array-sort-compare to error and fix violations (#7168)
* lint: promote no-floating-promises and require-array-sort-compare to error and fix violations

- Set typescript/no-floating-promises and typescript/require-array-sort-compare to error in .oxlintrc.json
- Add explicit compare functions to all .sort() calls: migrations (localeCompare), crdt/merkle (localeCompare), FiltersMenu (tuple key), useScheduleEdit (two-arg comparator), exec.test (localeCompare), goal-template and category-template-context (numeric), main.test and transactions.test (localeCompare / amount+id)
- Fix invalid single-arg sort in useScheduleEdit to proper two-arg comparator

Made-with: Cursor

* refactor: update sorting functions to use two-argument comparator

* Update index.ts

---------

Co-authored-by: Cursor Agent <cursoragent@cursor.com>
Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
2026-03-12 17:50:37 +00:00
Matiss Janis Aboltins
3a22f1a153 refactor(api): fix cyclic dependencies (#6809)
* refactor(api): defineConfig vitest, api-helpers, drop vite.api build

- Wrap api vitest.config with defineConfig for typing/IDE
- Add loot-core api-helpers, use in YNAB4/YNAB5 importers
- Remove vite.api.config, build-api, injected.js; simplify api package

* refactor(api): update package structure and build scripts

- Change main entry point and types definition paths in package.json to reflect new structure.
- Simplify build script by removing migration and default database copy commands.
- Adjust tsconfig.dist.json to maintain declaration directory.
- Add typings for external modules in a new typings.ts file.
- Update comments in schedules.ts to improve clarity and maintainability.

* chore(api): update dependencies and build configuration

- Replace tsc-alias with rollup-plugin-visualizer in package.json.
- Update build script to use vite for building the API package.
- Add vite configuration file for improved build process and visualization.
- Adjust tsconfig.dist.json to exclude additional configuration files from the build.

* fix(api): update visualizer output path in vite configuration

- Change the output filename for the visualizer plugin from 'dist/stats.json' to 'app/stats.json' to align with the new directory structure.

* refactor(api): streamline Vite configuration and remove vitest.config.ts

- Remove vitest.config.ts as its configuration is now integrated into vite.config.ts.
- Update vite.config.ts to include sourcemap generation and adjust CRDT path resolution.
- Modify vitest.setup.ts to correct the import path for the CRDT proto file.

* feat(api): enhance build scripts and add file system utilities

- Update build scripts in package.json to include separate commands for building node, migrations, and default database.
- Introduce a new file system utility module in loot-core to handle file operations such as reading, writing, and directory management.
- Implement error handling and logging for file operations to improve robustness.

* Refactor typecheck script in api package and enhance api-helpers with new schedule and rule update functions. The typecheck command was simplified by removing the strict check, and new API methods for creating schedules and updating rules were added to improve functionality.

* Refactor API integration in loot-core by removing api-helpers and directly invoking handlers. Update typecheck script in api package to include strict checks, and refine TypeScript configurations across multiple packages for improved type safety and build processes.

* Refactor imports and enhance code readability across multiple files in loot-core. Simplified import statements in the API and adjusted formatting in YNAB importers for consistency. Updated type annotations to improve type safety and maintainability.

* Refactor handler invocation in YNAB importers to use the new send function from main-app. This change improves code consistency and readability by standardizing the method of invoking handlers across different modules.

* Refactor schedule configuration in loot-core to enhance type safety by introducing a new ScheduleRuleOptions type. This change improves the clarity of the recurring schedule configuration and ensures better type checking for frequency and interval properties.

* Update TypeScript configuration in api package to include path mapping for loot-core. This change enhances module resolution and improves type safety by allowing direct imports from the loot-core source directory.

* Update TypeScript configuration in api package to reposition the typescript-strict-plugin entry. This change improves the organization of the tsconfig.json file while maintaining the existing path mapping for loot-core, ensuring consistent type checking across the project.

* Update TypeScript configurations across multiple packages to enable noEmit option. This change enhances build processes by preventing unnecessary output files during compilation. Additionally, remove the obsolete tsconfig.api.json file from loot-core to streamline project structure.

* Update TypeScript configuration in sync-server package to enable noEmit option. This change allows for the generation of output files during compilation, facilitating the build process.

* Update api package configuration to streamline build process and enhance type safety. Removed unnecessary build scripts, integrated vite-plugin-dts for type declaration generation, and added migration and default database copying functionality. Adjusted vitest setup to comment out CRDT proto file import for improved test isolation.

* Update TypeScript configurations in desktop-client and desktop-electron packages to enable noEmit option, allowing for output file generation during compilation. Additionally, add ts-strict-ignore comments in YNAB importers to suppress strict type checking, improving compatibility with embedded API usage.

* Refactor api package configuration to update type declaration paths and enhance build process. Changed type definitions reference in package.json, streamlined tsconfig.json exclusions, and added functionality to copy inlined types during the build. Removed obsolete vitest setup file for improved test isolation.

* Revert to solution without types

* Update TypeScript configuration in API package to use ES2022 module and bundler resolution. This change enhances compatibility with modern JavaScript features and improves the build process.

* Update yarn.lock and API package to enhance TypeScript build process and add new dependencies

* Refactor inline-loot-core-types script to streamline TypeScript declaration handling and improve output organization. Remove legacy code and directly copy loot-core declaration tree, updating index.d.ts to reference local imports.

* Add internal export to API and enhance Vite configuration for migration handling

* Update Vite configuration in API package to target Node 18, enhancing compatibility with the latest Node features.

* Enhance inline-loot-core-types script to improve TypeScript declaration handling by separating source and typings directories. Update the copy process to include emitted typings, ensuring no declarations are dropped and maintaining better organization of loot-core types.

* Enhance migration handling by allowing both .sql and .js files to be copied during the migration process. Refactor file system operations in loot-core to improve error handling and streamline file management, including new methods for reading, writing, and removing files and directories.

* Refactor rootPath determination in Electron file system module by removing legacy case for 'bundle.api.js'. This simplifies the path management for the Electron app.

* Update API tests to mock file system paths for migration handling and change Vite configuration to target Node 20 for improved compatibility.

* Add promise-retry dependency to loot-core package and update yarn.lock

* Fix lint

* Refactor build script order in package.json for improved execution flow

* Feedback: API changes for "internal"
2026-03-12 17:43:39 +00:00
Tifan Dwi Avianto
d30162672c [AI] Correct API docs to match actual implementation (#7096)
* [AI] docs(api): fix API reference discrepancies in reference.md

Amp-Thread-ID: https://ampcode.com/threads/T-019ca316-33e2-75db-a333-baf62bb55f6c

* [autofix.ci] apply automated fixes

* docs: update API reference for init and updateRule methods

* docs(7096.md): add release notes for API reference documentation fix

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-03-11 19:04:19 +00:00
Matiss Janis Aboltins
db03d77e81 Handle missing accounts in SimpleFin batch sync (#7152)
* [AI] Fix SimpleFin batch sync crash when accounts are missing from response

When SimpleFin doesn't return data for all requested accounts during
batch sync, the code crashed with a TypeError accessing properties on
undefined, resulting in a generic "internal error" message for users.

This fix:
- Adds a guard in simpleFinBatchSync for missing account data, returning
  an ACCOUNT_MISSING error instead of crashing
- Propagates error entries from the SimpleFin response's errors map for
  accounts that have no data entry
- Adds a user-friendly ACCOUNT_MISSING error message in the UI suggesting
  to unlink and relink the account
- Adds test cases covering both scenarios

https://claude.ai/code/session_01XbHgxxrXYR3UTyW6VmYj47

* Add release notes for PR #7152

* [AI] Fix SimpleFIN batch sync error_code TypeError

Fix "Cannot read properties of undefined (reading 'error_code')" that
occurs during SimpleFIN batch sync by:

1. Adding null check for downloadSimpleFinTransactions result in
   simpleFinBatchSync (sync.ts) - the function can return undefined
   when user token is missing

2. Adding .catch() handler on individual processBankSyncDownload
   promises so a single account failure doesn't crash the entire
   batch via Promise.all rejection

3. Using optional chaining on syncResponse.res?.error_code in app.ts
   and handling the case where res is undefined with proper error
   reporting

https://claude.ai/code/session_01XbHgxxrXYR3UTyW6VmYj47

* [AI] Fix SimpleFin batch sync to emit ACCOUNT_MISSING for empty payloads

In the batch sync path, if a per-account download payload is an empty
object or is missing the transactions array, processBankSyncDownload
would crash and the error would be caught as INTERNAL_ERROR. Now we
check for these cases explicitly and emit ACCOUNT_MISSING instead,
while still allowing entries with error_code to propagate their
specific error.

https://claude.ai/code/session_01XbHgxxrXYR3UTyW6VmYj47

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-11 18:07:42 +00:00
Matiss Janis Aboltins
8a8fb2da51 [AI] Custom Themes - ability to define separate light/dark theme (#7145)
* [AI] Consolidate custom theme prefs and improve auto-mode UX

- Merge `installedCustomTheme` into `installedCustomLightTheme` so only
  two prefs exist (light + dark). The legacy asyncStorage key
  `installed-custom-theme` is preserved for backwards compatibility.
- In auto (System default) mode, the main Theme dropdown no longer
  surfaces the installed custom-light theme as an option; custom themes
  for light/dark are managed exclusively via the sub-selectors.
- Selecting "System default" resets both light and dark custom themes.
- Installing a custom theme from the main dropdown while in auto mode
  switches the base theme to "Light" so it applies directly.

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

* Add release notes for PR #7145

* Change category from Features to Enhancement

Custom Themes: separate light and dark theme options when selecting 'system default' theme.

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #7145

* Enhance ThemeSettings and UI components by adding maxWidth styling for better responsiveness. This change ensures that buttons and columns adapt to the full width of their containers.

---------

Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-11 18:07:06 +00:00
Juulz
a65ab2b4ce Change Titlebar.tsx 'Sync' to Syncing icon only (#7005)
* Update Titlebar.tsx sync name to Server Sync

* Update Titlebar.tsx

* Create 7005.md

Change title Bar 'Sync' to 'Server Sync'.

* Update packages/desktop-client/src/components/Titlebar.tsx

Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com>

* Update packages/desktop-client/src/components/Titlebar.tsx

Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com>

* Update Titlebar.tsx

* Update Titlebar.tsx

* Update Titlebar.tsx

* [autofix.ci] apply automated fixes

* Update 7005.md

* Disable Server Sync button when offline in Titlebar component

* fix lint

* Add aria-disabled attribute to Server Sync button in Titlebar component

* Update titlebar sync icon and improve accessibility

Add disabled state and aria disabled label for offline mode.

---------

Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
2026-03-11 13:43:56 +00:00
Sylvercode
f29c031735 Add an option to swap payee/memo when importing transaction form file (#7101)
* Add swap payee-memo to ofx import

* Add mock files to test payee-memo swap

* Add swap payee-memo to qif import

* Add swap payee-memo to camt import

* Minor code cleanup for swap payee-memo on import

* Add release note

* lint fixing

* Fixe Payee and Memo capitalization

* change swapPayeeAndMemo to ofxSwapPayeeAndMemo

* correct  release note typo

* Add getSwapOption base on file type

* Support qfx

* Add CheckboxToggle to simplify ImportTransactionsModal options

* Fix split reac import

* Fix react import lint
2026-03-11 13:40:26 +00:00
Asherah Connor
c06f96f015 Add "only import transactions since" (#7139)
* Add "only import transactions since"

If specified, we filter out transactions before the given date.

* Address 🐰 comments

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #7139

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-11 10:52:21 +00:00
Alieksieiev0
0b21b572fe fix item selection requiring double tap on mobile (#7166)
* fix item selection requiring double tap on mobile

* Update upcoming-release-notes/7166.md

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

* extract getItemProps wrapper

---------

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
2026-03-11 10:34:31 +00:00
Matiss Janis Aboltins
bf1d220ced [AI] Lint: fix typescript/unbound-method problems (#7163)
* [AI] Refactor modal components and server modules

Made-with: Cursor

* Release notes
2026-03-10 18:06:50 +00:00
Vicente Cruz
94dd8f73c0 Add "Notion Dark Mode" custom theme (#7151)
* Update customThemeCatalog.json

Added custom theme inspired by Notion's Dark Mode

* [autofix.ci] apply automated fixes

* Create 7151.md release notes file

* Add Notion Dark Mode custom theme

Pushed a no-op change to get the tests to re-run

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-03-10 17:00:12 +00:00
Matiss Janis Aboltins
85e08b2e9e [AI] Fix privilege escalation in sync-server /change-password and getLoginMethod (#7155)
* [AI] Fix privilege escalation in sync-server /change-password and getLoginMethod

Made-with: Cursor

* Update upcoming-release-notes/7155.md

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

* Fix privilege escalation issue in change-password endpoint

---------

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
2026-03-09 20:33:20 +00:00
Dustin Brewer
60e2665fcc MVP for Payee Locations (#6157)
* Phase 1: Add payee locations database schema/types

 * Add migration to create payee_locations table with proper indexes
 * Add PayeeLocationEntity type definition
 * Update database schema to include payee_locations table
 * Export PayeeLocationEntity from models index

* Phase 2: Add payee location API/services

  * Add constants for default location behavior
  * Implement location service with geolocation adapters
  * Add new API handlers for payee location operations

* Phase 3: Add location-aware UI components/hooks

 * Update mobile transaction editing with location integration
 * Enhance PayeeAutocomplete with nearby payee suggestions and forget
   functionality
 * Implement location permission and placeholder unit of measurement hooks

* Phase 4: Add YNAB5 payee location import support

 * Extend YNAB5 types to include location data from payees
 * Implement location import logic in YNAB5 importer

* Phase 5: Add unit of measurement support

 * Add unit of measurement preference setting in Format.tsx
 * Implement distance formatting utilities for imperial/metric units
 * Add useUnitOfMeasurementFormat hook for accessing preferences

* Required release note about the PR

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6157

* Actually get syncing working

This was not obvious to me, esp. with 13 years of data, but the
locations I've been inserting were local only.

Everything appeared to work.

What I failed to notice is that the locations did not sync
across devices. Of course all the location data that was imported worked
fine, but nothing new unless it was created on device.

This changes the schema and uses the proper insert/delete methods such
that syncing works.

* Remove unit of measurement preference

Display feet and meters automatically, and don't bother to format based on miles/kilometers.

* Add payeeLocations feature flag

Place the location permissions check and thus user-facing functionality behind the feature flag

* Missed adding tombstone to payee location query

* Adjust migration name to pass CI

Adjust the indexes as well

* Unify location.ts

If CodeRabbit complains again, reply that we are actively choosing a unified file

* Add bounds testing

The validation is straightforward range-checking — if it's wrong, it'll be obvious quickly. Unless there's a plan to start adding broader test coverage for that file, I'd leave it untested for now

* Prefer camelCase for the method params

* Fix the nested interactive containers

* Fix the majority of CodeRabbit nits

The remainder seem to not be related to my code change (just a lint), outdated (sql migration comment), or infeasible (sql haversine query)

* More CodeRabbit nits

* Revert unnecessary YNAB5 zip import

Turns out the payee_locations were inside the exported budget all along!

* Additional guards and other CR fixes

* Match the pattern used elsewhere in file

* YNAB5.Budget -> Budget

Missed in the merge conflict

* ci: trigger rerun

* Change import from fetch to connection module

* Correct invalid border property

Ah. I never noticed this property wasn't working. I guess the button
looked OK to me!

* Only hide the button on success

* Update packages/loot-core/src/shared/location-utils.ts

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

* Update packages/loot-core/src/server/payees/app.ts

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

* Fully fix typo

Guess I shouldn't commit a suggestion after waking up

* Attempting to address feedback

Manual select nearby payee and save payee location buttons to make the UX more obvi

* Remove stale file that was moved

* Additional cleanup of remnant change

Removed the references to location from a few existing entities

* Additional cleanup of remnant change

* Show the Nearby payees button even when the field is disabled

If there are nearby payees, there's not a payee already selected, and the save button isn't needed

* runQuery is not async

* Add mockNearbyPayeesResult to test

Trying to utilize the real type in the mock

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
2026-03-09 20:26:48 +00:00
Matiss Janis Aboltins
102be1c54d Fix shared error array in SimpleFin batch sync error handling (#7125)
* Add failing tests for SimpleFin batch sync shared error array bug

Tests prove two bugs in simpleFinBatchSync() catch block (app.ts:1100-1115):
1. All accounts share the same errors array reference
2. Errors accumulate across accounts instead of being isolated

Related: #6623, #6651, #7114

https://claude.ai/code/session_011ebiiXRMmbiKxYMohVXL6o

* Fix shared error array in SimpleFin batch sync catch block

When simpleFinBatchSync() threw an error, all accounts received the
same errors array by reference and errors accumulated across accounts.
Each account now gets its own isolated errors array with a single error
specific to that account, matching the pattern used by accountsBankSync().

Fixes #6623

https://claude.ai/code/session_011ebiiXRMmbiKxYMohVXL6o

* Remove @ts-strict-ignore from bank sync tests

Use proper non-null assertions instead of disabling strict mode.

https://claude.ai/code/session_011ebiiXRMmbiKxYMohVXL6o

* Add release notes for PR #7125

* [AI] Replace test() with it() to follow repo convention

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Cursor Agent <cursoragent@cursor.com>
Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
2026-03-09 19:50:18 +00:00
Julian Dominguez-Schatz
448da13cf5 Move migrations script to typescript (#7075)
* Move migrations script to typescript

* Add release notes

* Setup

* Fix

* PR feedback

* Make imports work as expected

* Rabbit
2026-03-09 07:58:03 +00:00
LeviBorodenko
41679235be [Mobile] Fix preview running balances not displaying on toggle (#7041)
* refactor(usePreviewTransactions): Move running balances to useMemo

* docs(relnotes): Add note for mobile running balance fix

* refactor(hooks): Remove unnecessary options ref
2026-03-08 22:04:52 +00:00
Matiss Janis Aboltins
73fa068fe9 [AI] Establish AI agent commit and PR guidelines (#7153)
* [AI] Extract PR/commit rules into shared agent skill

Deduplicate PR and commit instructions from AGENTS.md into a standalone
skill file at .github/agents/pr-and-commit-rules.md. This single source
of truth is consumed by both Claude Code (via CLAUDE.md @-import) and
Cursor (via .cursor/rules/pr-and-commit.mdc with alwaysApply: true).

AGENTS.md now references the shared file instead of repeating the rules
in three separate sections.

https://claude.ai/code/session_01KkHg7MYXrTyDkTw6u98Vam

* Add release notes for PR #7153

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-08 18:16:46 +00:00
Juulz
1fe588c143 🐞 Fix mobile transactions colors - fixes #7042 (#7047)
* Update amount styling with theme colors

* Clean up imports in TransactionListItem.tsx

Removed unused import of makeBalanceAmountStyle.

* Add release notes for bugfix in color variables

Fix color variables for mobile transaction list items.

* Change positiveColor in amount to use theme.tableText

* Change negative color style for running balance

* Fix negative color style in TransactionListItem

* Update color styles for transaction amount display

* Update upcoming-release-notes/7047.md

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

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #7047

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-08 15:04:30 +00:00
mibragimov
edce092ae8 fix(csv-import): trim whitespace from amount strings before parsing (#7149)
* fix(csv-import): trim whitespace from amount strings before parsing

looselyParseAmount relies on a regex anchored at $ to detect decimal
markers. Trailing whitespace (e.g. from Excel-saved CSVs) shifts the
pattern match so a thousands separator is misidentified as a decimal
point, producing wildly wrong values.

Adding trim() at the top of the function eliminates trailing/leading
whitespace before any regex logic runs.

Fixes actualbudget/actual#7121

* chore: add release notes for #7149
2026-03-07 20:41:47 +00:00
dependabot[bot]
77411394f6 Bump dompurify from 3.3.0 to 3.3.2 (#7143)
Bumps [dompurify](https://github.com/cure53/DOMPurify) from 3.3.0 to 3.3.2.
- [Release notes](https://github.com/cure53/DOMPurify/releases)
- [Commits](https://github.com/cure53/DOMPurify/compare/3.3.0...3.3.2)

---
updated-dependencies:
- dependency-name: dompurify
  dependency-version: 3.3.2
  dependency-type: indirect
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
2026-03-07 20:24:41 +00:00
dependabot[bot]
235d94478f Bump express-rate-limit from 8.2.1 to 8.2.2 (#7140)
* Bump express-rate-limit from 8.2.1 to 8.2.2

Bumps [express-rate-limit](https://github.com/express-rate-limit/express-rate-limit) from 8.2.1 to 8.2.2.
- [Release notes](https://github.com/express-rate-limit/express-rate-limit/releases)
- [Commits](https://github.com/express-rate-limit/express-rate-limit/compare/v8.2.1...v8.2.2)

---
updated-dependencies:
- dependency-name: express-rate-limit
  dependency-version: 8.2.2
  dependency-type: direct:production
...

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

* [AI] Update express-rate-limit to 8.3.0 to fix GHSA-46wh-pxpv-q5gq vulnerability

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

* Add release notes for PR #7140

* [AI] Update release notes to reflect version 8.3.0

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

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Cursor Agent <cursoragent@cursor.com>
Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-07 19:48:56 +00:00
Matiss Janis Aboltins
7e0edd43ec Sort theme catalog items alphabetically by name (#7144)
* [AI] Sort custom theme catalog options alphabetically in the UI

Sort catalog themes by name using localeCompare before rendering,
without modifying the underlying JSON data file.

https://claude.ai/code/session_01Y5SGaVYqsVWVsvXV8ZFXj3

* Add release notes for PR #7144

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-06 23:01:07 +00:00
Matiss Janis Aboltins
fdf5c8d0a9 [AI] Move window typings import to globals.ts (#7142)
* [AI] Remove parent path import of window.ts from desktop-client tsconfig

Replace the `../../packages/loot-core/typings/window.ts` include in
desktop-client's tsconfig.json with a proper package import. This adds
a `./typings/*` export to loot-core's package.json and creates a
globals.ts file in desktop-client that imports the window types via
the package name.

https://claude.ai/code/session_01GrgAzjWd3XvqwBTfXLerxc

* [autofix.ci] apply automated fixes

* Add release notes for PR #7142

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-06 23:00:50 +00:00
Matt Fiddaman
a8ec84ceac stop font size fluctuations showing in summary cards (#7092)
* stop summary cards from showing until font size settled

* note
2026-03-06 23:00:41 +00:00
Michael Clark
b727124603 Fix docker images (#7146)
* fix docker images

* release notes
2026-03-06 22:55:21 +00:00
dependabot[bot]
8bb7f207f2 Bump svgo from 3.3.2 to 3.3.3 (#7130)
Bumps [svgo](https://github.com/svg/svgo) from 3.3.2 to 3.3.3.
- [Release notes](https://github.com/svg/svgo/releases)
- [Commits](https://github.com/svg/svgo/compare/v3.3.2...v3.3.3)

---
updated-dependencies:
- dependency-name: svgo
  dependency-version: 3.3.3
  dependency-type: indirect
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2026-03-06 21:56:01 +00:00
dependabot[bot]
6e0c15eb12 Bump immutable from 5.1.3 to 5.1.5 (#7129)
Bumps [immutable](https://github.com/immutable-js/immutable-js) from 5.1.3 to 5.1.5.
- [Release notes](https://github.com/immutable-js/immutable-js/releases)
- [Changelog](https://github.com/immutable-js/immutable-js/blob/main/CHANGELOG.md)
- [Commits](https://github.com/immutable-js/immutable-js/compare/v5.1.3...v5.1.5)

---
updated-dependencies:
- dependency-name: immutable
  dependency-version: 5.1.5
  dependency-type: indirect
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
2026-03-06 21:51:14 +00:00
Michael Clark
4e2cec2c7a 🧪 Improving docker image test resiliency (#7141)
* improving test resiliency

* release notes
2026-03-06 21:02:31 +00:00
Matiss Janis Aboltins
078603cadf [AI] Implement sync recovery (#7111)
* [AI] Fix iOS/Safari sync recovery (fixes #7026): useOnVisible hook, re-fetch server version on visible, improved network-failure message

Made-with: Cursor

* Feedback: coderabbitai

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

* Add release notes for PR #7071

---------

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

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

* [autofix.ci] apply automated fixes

---------

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

---------

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

* Add New Taiwan Dollar to currency list

* Fix decimalPlaces for New Taiwan Dollar

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

* Add upcoming-releass-notes

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

* Add New Taiwan Dollar (NT$) to available currency
2026-03-04 18:46:20 +00:00
Matiss Janis Aboltins
e1f834371b [AI] Refactor YNAB importers to use server-side send() and handler API (#7050)
* [AI] Refactor YNAB importers to use server-side send() and handler API

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

* Rename 7049.md to 7050.md

---------

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-03-04 18:38:33 +00:00
Matiss Janis Aboltins
4caee99955 [AI] Strengthen schedule rule types in loot-core (remove ts-expect-error) (#7051)
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-03-04 18:38:20 +00:00
Matiss Janis Aboltins
286d05d187 [AI] Move ImportTransactionsOpts from api package to loot-core (#7053)
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-03-04 18:38:09 +00:00
Matiss Janis Aboltins
cf05a7ea01 [AI] Typescript: low hanging fruit (#7091)
* [AI] Use loot-core workspace in desktop-electron and fix related types

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

Made-with: Cursor

* Re-add loot-core as a workspace dependency in desktop-electron
2026-03-04 18:32:01 +00:00
Michael Clark
b373b612a4 :electron: Electron backups converted to zip for easy importing (#7069)
* e:electron: electron backups converted to zip for easy importing

* release notes

* fix lint

* suggestion from rabbit

* Change category from Maintenance to Enhancements
2026-03-04 18:00:07 +00:00
Copilot
3797cff716 [AI] Skip AI-generated release notes for release/ branch PRs (#7107)
* Initial plan

* [AI] Make AI-generated release notes not run on release/ branches

Co-authored-by: jfdoming <9922514+jfdoming@users.noreply.github.com>

* [AI] Use explicit startsWith(github.head_ref) if conditions instead of JS changes

Co-authored-by: jfdoming <9922514+jfdoming@users.noreply.github.com>

* Delete extra condition

* Add release notes for PR #7107

* [autofix.ci] apply automated fixes

* FIx note

* Add head branch information to PR details

* Refactor conditions for release notes generation

* Sec

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: jfdoming <9922514+jfdoming@users.noreply.github.com>
Co-authored-by: Julian Dominguez-Schatz <julian.dominguezschatz@gmail.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-03-04 17:40:32 +00:00
Michael Clark
9e2793d413 :electron: Flathub pr on publish of release assets (#7117)
* flathub pr on publish of release

* docs

* release notes

* rabbit feedback
2026-03-04 17:05:47 +00:00
Julian Dominguez-Schatz
3201819df9 Display/save limit/refill templates (#6693)
* Handle refill templates in automations modal

* Add release notes

* Fix typecheck

* Fix icon style

* Style fixes

* Fix migration

* Fix typecheck

* Rabbit

* Add tests
2026-03-04 16:41:07 +00:00
Josh Woodward
eca50f28b0 Fix skipping schedules that move before weekend (#7057)
* Pushing before weekend to Monday

* release notes

* lint

* Guard against null

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

* fixing AI commit and addressing second comment

* addressing nitpicks

* first attempt at a test

* [autofix.ci] apply automated fixes

* refactor to use condition and fix tests

---------

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2026-03-04 16:40:41 +00:00
dependabot[bot]
c82ee91b12 bump bn.js from 4.12.2 to 4.12.3 (#7073)
* Bump bn.js from 4.12.2 to 4.12.3

Bumps [bn.js](https://github.com/indutny/bn.js) from 4.12.2 to 4.12.3.
- [Release notes](https://github.com/indutny/bn.js/releases)
- [Changelog](https://github.com/indutny/bn.js/blob/master/CHANGELOG.md)
- [Commits](https://github.com/indutny/bn.js/compare/v4.12.2...v4.12.3)

---
updated-dependencies:
- dependency-name: bn.js
  dependency-version: 4.12.3
  dependency-type: indirect
...

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

* note

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2026-03-04 16:40:25 +00:00
Julian Dominguez-Schatz
cb8ff337dc Migrate sync server general utils to typescript (#7074)
* Migrate sync server general utils to typescript

* Add release notes

* Rabbit

* Fix
2026-03-04 16:40:24 +00:00
Matiss Janis Aboltins
c37a5a02aa [AI] Add CLAUDE.md with reference to AGENTS.md (#7105)
* [AI] Add CLAUDE.md with reference to AGENTS.md

Made-with: Cursor

* Add release notes for PR #7105

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-04 16:40:14 +00:00
Matiss Janis Aboltins
f9e09ca59b 🔖 (26.3.0) (#7097)
* 🔖 (26.3.0)

* Remove used release notes

* Add release notes for PR #7097

* Remove used release notes

* Remove used release notes

* Add release notes for version 26.3.0

* Add new terms to spelling expectation list

* Fix spelling and capitalization in release notes

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

* Update patterns.txt to allowlist 'CodeRabbit'

Add 'CodeRabbit' to allowlist of proper nouns.

* Clarify chart theming support in release notes

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

* Remove 'CodeRabbit' from spelling expectations

* Refactor release notes and improve formatting

Reorganize release notes for clarity and update content.

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

* Change release date to 2026-03-02

Updated the release date for version 26.3.0.

* Update release notes for version 26.3.0

---------

Co-authored-by: jfdoming <9922514+jfdoming@users.noreply.github.com>
Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Julian Dominguez-Schatz <julian.dominguezschatz@gmail.com>
2026-03-03 01:23:12 +00:00
Matiss Janis Aboltins
8081b8829e [AI] Make merge-freeze-unfreeze workflow work on fork PRs (#7104)
* [AI] Make merge-freeze-unfreeze workflow work on fork PRs via pull_request_target

Made-with: Cursor

* Add release notes for the "unfreeze" workflow functionality in fork PRs

* Add empty permissions block to unfreeze job in merge-freeze-unfreeze workflow
2026-03-01 20:46:58 +00:00
Matt Fiddaman
f2f79d378c fix bugfix categorisation in contributor points counting script (#7103)
* s/bugfix/bugfixes

* note

* add alias functionality

* note update
2026-03-01 16:33:58 +00:00
Julian Dominguez-Schatz
c5cca67399 Revert "feat(currency): Add Vietnamese Dong (VND) currency" (#7100)
* Revert "feat(currency): Add Vietnamese Dong (VND) currency (#6902)"

This reverts commit 7fa9fa900b.

* Add release notes for PR #7100

* Delete 7100.md

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-01 07:31:29 +00:00
Matiss Janis Aboltins
eabf09587f [AI] Github action for unfreezing PRs (#7094)
* [AI] Add GitHub Action to add PR to Merge Freeze unblocked list when unfreeze label is added

Made-with: Cursor

* Rename 7093.md to 7094.md

* Add concurrency control to unfreeze job in merge-freeze-unfreeze workflow

- Introduced concurrency settings to prevent overlapping executions of the unfreeze job based on labels.
- Updated error handling to abort the process if fetching the current merge freeze status fails, ensuring unblocked PRs are not overwritten.

* Refactor Merge Freeze workflow to simplify PR unblocking process

- Updated the workflow to directly post the PR to the unblocked list without fetching the current freeze status.
- Improved error handling by ensuring the access token is set before proceeding with the API call.
2026-02-28 21:15:11 +00:00
Matiss Janis Aboltins
6022929551 [Cursor] Development environment setup (#7088)
* [AI] Add Cursor Cloud specific instructions to AGENTS.md

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

* [autofix.ci] apply automated fixes

* Add release notes for PR #7088

* [AI] Fix Node.js minimum version requirement in AGENTS.md (#7089)

* [AI] Fix outdated Node.js version requirement in Build Failures section

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

* [AI] Add test budget tip to Cursor Cloud instructions

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

---------

Co-authored-by: Cursor Agent <cursoragent@cursor.com>
Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Copilot <198982749+Copilot@users.noreply.github.com>
2026-02-27 20:38:37 +00:00
Copilot
e65429497d [AI] Remove 'suspect ai generated' label and associated workflow (#7087)
* Initial plan

* [AI] Remove 'suspect ai generated' label and associated workflow

Co-authored-by: MatissJanis <886567+MatissJanis@users.noreply.github.com>

* [AI] Remove 'suspect ai generated' label from coderabbit config

Co-authored-by: MatissJanis <886567+MatissJanis@users.noreply.github.com>

* Add release notes for PR #7087

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: MatissJanis <886567+MatissJanis@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-02-26 20:51:47 +00:00
Matiss Janis Aboltins
3758d72b65 Mobile rules item alignment (#7081)
* [AI] Fix mobile rules list items to be full width and left-aligned

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

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

* Add release notes for PR #7081

* Change category from Enhancements to Bugfix

---------

Co-authored-by: Cursor Agent <cursoragent@cursor.com>
Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-02-26 20:22:29 +00:00
Matiss Janis Aboltins
032d10ac42 [AI] Fix API build output path (dist/index.js instead of dist/api/index.js) (#7084)
* [AI] Fix API build output path (dist/index.js instead of dist/api/index.js)

- Set rootDir in packages/api/tsconfig.json so output is under dist/ not dist/api/
- Remove loot-core pegjs.ts from include; add local typings/pegjs.d.ts
- Use mkdir -p in build:migrations for idempotent build
- Exclude **/@types/** so declaration output does not conflict with input

Made-with: Cursor

* Update TypeScript configuration in api package to refine exclude patterns
2026-02-26 20:20:38 +00:00
493 changed files with 10011 additions and 3130 deletions

View File

@@ -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. Add this only if "AI generated" label is not present. Add it always if the commit or PR title is prefixed with "[AI]".'
- label: 'API'
instructions: 'This issue or PR updates the API in `packages/api`.'
- label: 'documentation'

View File

@@ -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)

View File

@@ -37,12 +37,14 @@ 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);
const result = {
number: pr.number,
author: pr.user.login,
title: pr.title,
baseBranch: pr.base.ref,
headBranch: pr.head.ref,
};
setOutput('result', JSON.stringify(result));

View File

@@ -31,6 +31,7 @@ CAGLPTPL
Caixa
CAMT
cashflow
Catppuccin
Cetelem
cimode
Citi
@@ -109,6 +110,7 @@ KBCBE
Keycloak
Khurozov
KORT
KRW
Kreditbank
lage
LHV

View File

@@ -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

70
.github/agents/pr-and-commit-rules.md vendored Normal file
View File

@@ -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)

View File

@@ -8,13 +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: {
Features: 2,
Enhancements: 2,
Bugfix: 3,
Maintenance: 2,
Unknown: 2,
},
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 },
@@ -130,11 +130,14 @@ async function getPRCategoryAndPoints(
'utf-8',
);
const category = parseReleaseNotesCategory(content);
const tier = CONFIG.PR_CONTRIBUTION_POINTS.find(e =>
e.categories.includes(category),
);
if (category && CONFIG.PR_CONTRIBUTION_POINTS[category]) {
if (tier) {
return {
category,
points: CONFIG.PR_CONTRIBUTION_POINTS[category],
points: tier.points,
};
}
}
@@ -142,9 +145,12 @@ async function getPRCategoryAndPoints(
// Do nothing
}
const unknownTier = CONFIG.PR_CONTRIBUTION_POINTS.find(e =>
e.categories.includes('Unknown'),
);
return {
category: 'Unknown',
points: CONFIG.PR_CONTRIBUTION_POINTS.Unknown,
points: unknownTier.points,
};
}

View File

@@ -41,21 +41,12 @@ 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.check-first-comment.outputs.result == 'true' &&
steps.pr-details.outputs.result != 'null' &&
fromJSON(steps.pr-details.outputs.result).baseBranch == 'master' &&
!startsWith(fromJSON(steps.pr-details.outputs.result).headBranch, 'release/')
id: check-release-notes-exists
run: node .github/actions/ai-generated-release-notes/check-release-notes-exists.js
env:

View File

@@ -60,8 +60,9 @@ jobs:
runs-on: ubuntu-latest
steps:
- uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
- uses: actions/setup-node@2028fbc5c25fe9cf00d9f06a71cc4710d4507903 # v6.0.0
- name: Set up environment
uses: ./.github/actions/setup
with:
node-version: 22
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

View File

@@ -87,8 +87,8 @@ 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/

View File

@@ -156,53 +156,3 @@ 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 }}'
draft: true
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

View File

@@ -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."

View File

@@ -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'
});

126
.github/workflows/publish-flathub.yml vendored Normal file
View File

@@ -0,0 +1,126 @@
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: ${{ github.token }}
run: |
TAG="${{ 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"
- name: Checkout Flathub repo
uses: actions/checkout@v6
with:
repository: flathub/com.actualbudget.actual
token: ${{ secrets.FLATHUB_GITHUB_TOKEN }}
- name: Update manifest with new version
run: |
VERSION="${{ steps.resolve_version.outputs.version }}"
# Replace x86_64 entry
sed -i "/x86_64.AppImage/{n;s|sha256:.*|sha256: ${{ env.APPIMAGE_X64_SHA256 }}|}" com.actualbudget.actual.yml
sed -i "/x86_64.AppImage/s|url:.*|url: https://github.com/actualbudget/actual/releases/download/v${VERSION}/Actual-linux-x86_64.AppImage|" com.actualbudget.actual.yml
# Replace arm64 entry
sed -i "/arm64.AppImage/{n;s|sha256:.*|sha256: ${{ env.APPIMAGE_ARM64_SHA256 }}|}" com.actualbudget.actual.yml
sed -i "/arm64.AppImage/s|url:.*|url: https://github.com/actualbudget/actual/releases/download/v${VERSION}/Actual-linux-arm64.AppImage|" com.actualbudget.actual.yml
echo "Updated manifest:"
cat com.actualbudget.actual.yml
- 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 ${{ steps.resolve_version.outputs.version }}'
branch: 'release/${{ 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'

View File

@@ -20,11 +20,13 @@ jobs:
- name: Update package versions
run: |
# Get new nightly versions
NEW_CORE_VERSION=$(node ./packages/ci-actions/bin/get-next-package-version.js --package-json ./packages/loot-core/package.json --type nightly)
NEW_WEB_VERSION=$(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_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
@@ -33,6 +35,10 @@ jobs:
run: |
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
@@ -53,6 +59,7 @@ jobs:
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
@@ -76,6 +83,12 @@ jobs:
node-version: 22
registry-url: 'https://registry.npmjs.org'
- name: Publish Core
run: |
npm publish loot-core/@actual-app/core.tgz --access public --tag nightly
env:
NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}
- name: Publish Web
run: |
npm publish desktop-client/@actual-app/web.tgz --access public --tag nightly

View File

@@ -16,6 +16,10 @@ jobs:
- name: Set up environment
uses: ./.github/actions/setup
- name: Pack the core package
run: |
yarn workspace @actual-app/core pack --filename @actual-app/core.tgz
- name: Build Web
run: yarn build:server
@@ -36,6 +40,7 @@ jobs:
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
@@ -59,6 +64,12 @@ jobs:
node-version: 22
registry-url: 'https://registry.npmjs.org'
- name: Publish Core
run: |
npm publish loot-core/@actual-app/core.tgz --access public
env:
NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}
- name: Publish Web
run: |
npm publish desktop-client/@actual-app/web.tgz --access public

2
.gitignore vendored
View File

@@ -33,7 +33,9 @@ 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

View File

@@ -10,7 +10,7 @@
"builtin",
"external",
"loot-core",
"parent",
["parent", "subpath"],
"sibling",
"index",
"desktop-client"
@@ -22,7 +22,7 @@
},
{
"groupName": "loot-core",
"elementNamePattern": ["loot-core/**"]
"elementNamePattern": ["loot-core/**", "@actual-app/core/**"]
},
{
"groupName": "desktop-client",

View File

@@ -101,8 +101,18 @@
"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": "warn", // TODO: covert to 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",

View File

@@ -44,25 +44,9 @@ yarn start:desktop
### ⚠️ CRITICAL REQUIREMENT: AI-Generated Commit Messages and PR Titles
**THIS IS A MANDATORY REQUIREMENT THAT MUST BE FOLLOWED WITHOUT EXCEPTION:**
**ALL commit messages and PR titles MUST be prefixed with `[AI]`.** No exceptions.
- **ALL commit messages MUST be prefixed with `[AI]`**
- **ALL pull request titles MUST be prefixed with `[AI]`**
**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)
**This requirement applies to:**
- Every single commit message created by AI agents
- Every single pull request title created by AI agents
- No exceptions are permitted
**This is a hard requirement that agents MUST follow. Failure to include the `[AI]` prefix is a violation of these instructions.**
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
@@ -100,7 +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
@@ -235,7 +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)**
@@ -314,6 +298,7 @@ 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
@@ -360,13 +345,7 @@ Always maintain newlines between import groups.
**Git Commands:**
- **MANDATORY: ALL commit messages MUST be prefixed with `[AI]`** - This is a hard requirement with no exceptions
- **MANDATORY: ALL pull request titles MUST be prefixed with `[AI]`** - This is a hard requirement with no exceptions
- 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
@@ -529,7 +508,7 @@ Icons in `packages/component-library/src/icons/` are auto-generated. Don't manua
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
@@ -565,7 +544,7 @@ Icons in `packages/component-library/src/icons/` are auto-generated. Don't manua
Before committing changes, ensure:
- [ ] **MANDATORY: Commit message is prefixed with `[AI]`** - This is a hard requirement with no exceptions
- [ ] 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
@@ -578,17 +557,7 @@ Before committing changes, ensure:
## Pull Request Guidelines
When creating pull requests:
- **MANDATORY PREFIX REQUIREMENT**: **ALL pull request titles MUST be prefixed with `[AI]`** - This is a hard requirement that MUST be followed without exception
- ✅ Correct: `[AI] Fix type error in account validation`
- ❌ Incorrect: `Fix type error in account validation` (MISSING PREFIX - NOT ALLOWED)
- **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.
### 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. We expect **humans** 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.
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
@@ -619,7 +588,7 @@ 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)
@@ -632,3 +601,40 @@ 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.

2
CLAUDE.md Normal file
View File

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

View File

@@ -17,7 +17,7 @@ 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/core build:browser
yarn workspace @actual-app/web build:browser
echo "packages/desktop-client/build"

View File

@@ -51,14 +51,17 @@ fi
export NODE_OPTIONS="--max-old-space-size=4096"
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/core build:browser
yarn workspace @actual-app/web 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
(

View File

@@ -3,6 +3,7 @@ module.exports = {
pipeline: {
typecheck: {
type: 'npmScript',
dependsOn: ['^typecheck'],
},
test: {
type: 'npmScript',

View File

@@ -25,16 +25,16 @@
"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",
"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:service-plugins": "yarn workspace plugins-service watch",
"start:browser-backend": "yarn workspace loot-core watch:browser",
"start:browser-backend": "yarn workspace @actual-app/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:browser-backend": "yarn workspace @actual-app/core build:browser",
"build:server": "yarn build:browser && yarn workspace @actual-app/sync-server build",
"build:browser": "./bin/package-browser",
"build:desktop": "./bin/package-electron",
@@ -53,11 +53,11 @@
"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 --type-aware",
"lint:fix": "oxfmt . && oxlint --fix --type-aware",
"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": "tsc -p tsconfig.root.json --noEmit && lage typecheck",
"typecheck": "tsgo -p tsconfig.root.json --noEmit && lage typecheck",
"jq": "./node_modules/node-jq/bin/jq",
"prepare": "husky"
},
@@ -65,6 +65,7 @@
"@octokit/rest": "^22.0.1",
"@types/node": "^22.19.10",
"@types/prompts": "^2.4.9",
"@typescript/native-preview": "^7.0.0-dev.20260309.1",
"baseline-browser-mapping": "^2.9.19",
"cross-env": "^10.1.0",
"eslint": "^9.39.2",
@@ -87,6 +88,7 @@
"typescript": "^5.9.3"
},
"resolutions": {
"adm-zip": "patch:adm-zip@npm%3A0.5.16#~/.yarn/patches/adm-zip-npm-0.5.16-4556fea098.patch",
"rollup": "4.40.1",
"socks": ">=2.8.3"
},
@@ -95,7 +97,7 @@
"oxfmt --no-error-on-unmatched-pattern"
],
"*.{js,mjs,jsx,ts,tsx}": [
"oxlint --fix --type-aware"
"oxlint --fix --type-aware --quiet"
]
},
"browserslist": [

View File

@@ -3,26 +3,18 @@ import type {
RequestInit as FetchInit,
} from 'node-fetch';
// loot-core types
import type { InitConfig } from 'loot-core/server/main';
import { init as initLootCore } from '@actual-app/core/server/main';
import type { InitConfig, lib } from '@actual-app/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) {
@@ -33,21 +25,19 @@ export async function init(config: InitConfig = {}) {
};
}
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;
}
}

25
packages/api/index.web.ts Normal file
View File

@@ -0,0 +1,25 @@
import { init as initLootCore } from '@actual-app/core/server/main';
import type { InitConfig, lib } from '@actual-app/core/server/main';
export * from './methods';
export * as utils from './utils';
let internal: typeof lib | null = null;
export async function init(config: InitConfig = {}) {
internal = await initLootCore(config);
return internal;
}
export async function shutdown() {
if (internal) {
try {
await internal.send('sync');
} catch {
// most likely that no budget is loaded, so the sync failed
}
await internal.send('close-budget');
internal = null;
}
}

View File

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

View File

@@ -1,10 +1,29 @@
import * as fs from 'fs/promises';
import * as path from 'path';
import type { RuleEntity } from 'loot-core/types/models';
import { vi } from 'vitest';
import type { RuleEntity } from '@actual-app/core/types/models';
import * as api from './index';
// 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;

View File

@@ -6,16 +6,16 @@ import type {
APIPayeeEntity,
APIScheduleEntity,
APITagEntity,
} from 'loot-core/server/api-models';
import type { Query } from 'loot-core/shared/query';
import type { Handlers } from 'loot-core/types/handlers';
} 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';
@@ -23,7 +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(
@@ -126,11 +126,6 @@ export function addTransactions(
});
}
export type ImportTransactionsOpts = {
defaultCleared?: boolean;
dryRun?: boolean;
};
export function importTransactions(
accountId: APIAccountEntity['id'],
transactions: ImportTransactionEntity[],

View File

@@ -1,6 +1,6 @@
{
"name": "@actual-app/api",
"version": "26.2.1",
"version": "26.3.0",
"description": "An API for Actual",
"license": "MIT",
"files": [
@@ -8,30 +8,43 @@
"dist"
],
"main": "dist/index.js",
"module": "dist/browser.js",
"types": "@types/index.d.ts",
"exports": {
".": {
"browser": {
"types": "./@types/index.d.ts",
"default": "./dist/browser.js"
},
"default": {
"types": "./@types/index.d.ts",
"default": "./dist/index.js"
}
}
},
"scripts": {
"build:app": "yarn workspace loot-core build:api",
"build:crdt": "yarn workspace @actual-app/crdt build",
"build:node": "tsc && tsc-alias",
"build:migrations": "mkdir dist/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",
"typecheck": "yarn build && tsc --noEmit && tsc-strict"
"build": "yarn build:node && yarn build:browser",
"build:node": "vite build",
"build:browser": "vite build --config vite.browser.config.ts",
"test": "vitest --run",
"typecheck": "tsgo -b && tsc-strict"
},
"dependencies": {
"@actual-app/crdt": "workspace:^",
"@actual-app/core": "workspace:*",
"@actual-app/crdt": "workspace:*",
"better-sqlite3": "^12.6.2",
"compare-versions": "^6.1.1",
"node-fetch": "^3.3.2",
"uuid": "^13.0.0"
},
"devDependencies": {
"tsc-alias": "^1.8.16",
"typescript": "^5.9.3",
"@typescript/native-preview": "^7.0.0-dev.20260309.1",
"rollup-plugin-visualizer": "^6.0.5",
"typescript-strict-plugin": "^2.4.4",
"vitest": "^4.0.18"
"vite": "^8.0.0",
"vite-plugin-dts": "^4.5.4",
"vite-plugin-peggy-loader": "^2.0.1",
"vitest": "^4.1.0"
},
"engines": {
"node": ">=20"

View File

@@ -1,20 +1,29 @@
{
"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": "CommonJS",
"moduleResolution": "node10",
"module": "es2022",
"moduleResolution": "bundler",
"noEmit": false,
"declaration": true,
"declarationMap": true,
"outDir": "dist",
"rootDir": ".",
"declarationDir": "@types",
"paths": {
"loot-core/*": ["./@types/loot-core/src/*"]
},
"tsBuildInfoFile": "dist/.tsbuildinfo",
"plugins": [{ "name": "typescript-strict-plugin", "paths": ["."] }]
},
"include": [".", "../../packages/loot-core/typings/pegjs.ts"],
"exclude": ["**/node_modules/*", "dist", "@types", "*.test.ts"]
"references": [{ "path": "../crdt" }, { "path": "../loot-core" }],
"include": ["."],
"exclude": [
"**/node_modules/*",
"dist",
"@types",
"*.test.ts",
"*.config.ts",
"*.browser.config.ts"
]
}

2
packages/api/typings.ts Normal file
View File

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

1
packages/api/typings/pegjs.d.ts vendored Normal file
View File

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

View File

@@ -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;

View File

@@ -0,0 +1,26 @@
import path from 'path';
import { defineConfig } from 'vite';
import peggyLoader from 'vite-plugin-peggy-loader';
const distDir = path.resolve(__dirname, 'dist');
export default defineConfig({
build: {
target: 'esnext',
outDir: distDir,
emptyOutDir: false,
sourcemap: true,
lib: {
entry: path.resolve(__dirname, 'index.web.ts'),
formats: ['es'],
fileName: () => 'browser.js',
},
},
plugins: [peggyLoader()],
resolve: {
// Default extensions — picks up browser implementations (index.ts)
// instead of .api.ts (which resolves to Node.js/Electron code)
extensions: ['.js', '.ts', '.tsx', '.json'],
},
});

View File

@@ -0,0 +1,93 @@
import fs from 'fs';
import path from 'path';
import { visualizer } from 'rollup-plugin-visualizer';
import { defineConfig } from 'vite';
import dts from 'vite-plugin-dts';
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'] },
build: {
ssr: true,
target: 'node20',
outDir: distDir,
emptyOutDir: true,
sourcemap: true,
lib: {
entry: path.resolve(__dirname, 'index.ts'),
formats: ['cjs'],
fileName: () => 'index.js',
},
},
plugins: [
cleanOutputDirs(),
peggyLoader(),
dts({
tsconfigPath: path.resolve(__dirname, 'tsconfig.json'),
outDir: path.resolve(__dirname, '@types'),
rollupTypes: true,
}),
copyMigrationsAndDefaultDb(),
visualizer({ template: 'raw-data', filename: 'app/stats.json' }),
],
resolve: {
extensions: ['.api.ts', '.js', '.ts', '.tsx', '.json'],
},
test: {
globals: true,
onConsoleLog(log: string, type: 'stdout' | 'stderr'): boolean | void {
// print only console.error
return type === 'stderr';
},
maxWorkers: 2,
},
});

View File

@@ -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,
},
};

1
packages/ci-actions/.gitignore vendored Normal file
View File

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

View File

@@ -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',

View File

@@ -3,9 +3,18 @@
"private": true,
"type": "module",
"scripts": {
"test": "vitest --run"
"tsx": "node --import=extensionless/register --experimental-strip-types",
"test": "vitest --run",
"typecheck": "tsgo -b"
},
"devDependencies": {
"vitest": "^4.0.18"
"@typescript/native-preview": "^7.0.0-dev.20260309.1",
"extensionless": "^2.0.6",
"vitest": "^4.1.0"
},
"extensionless": {
"lookFor": [
"ts"
]
}
}

View File

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

View File

@@ -2,7 +2,7 @@ import { dirname } from 'path';
import { fileURLToPath } from 'url';
import type { StorybookConfig } from '@storybook/react-vite';
import viteTsconfigPaths from 'vite-tsconfig-paths';
import react from '@vitejs/plugin-react';
/**
* This function is used to resolve the absolute path of a package.
@@ -32,11 +32,9 @@ const config: StorybookConfig = {
const { mergeConfig } = await import('vite');
return mergeConfig(config, {
// Telling Vite how to resolve path aliases
plugins: [viteTsconfigPaths({ root: '../..' })],
esbuild: {
// Needed to handle JSX in .ts/.tsx files
jsx: 'automatic',
plugins: [react()],
resolve: {
tsconfigPaths: true,
},
});
},

View File

@@ -3,6 +3,7 @@ import { type ReactNode } from 'react';
import type { Preview } from '@storybook/react-vite';
// Not ideal to import from desktop-client, but we need a source of truth for theme variables
// TODO: this needs refactoring
import * as darkTheme from '../../desktop-client/src/style/themes/dark';
import * as developmentTheme from '../../desktop-client/src/style/themes/development';
import * as lightTheme from '../../desktop-client/src/style/themes/light';

View File

@@ -40,7 +40,7 @@
"test:web": "ENV=web vitest --run -c vitest.web.config.ts",
"start:storybook": "storybook dev -p 6006",
"build:storybook": "storybook build",
"typecheck": "tsc --noEmit"
"typecheck": "tsgo -b"
},
"dependencies": {
"@emotion/css": "^11.13.5",
@@ -54,11 +54,14 @@
"@storybook/react-vite": "^10.2.7",
"@svgr/cli": "^8.1.0",
"@types/react": "^19.2.5",
"@typescript/native-preview": "^7.0.0-dev.20260309.1",
"@vitejs/plugin-react": "^6.0.0",
"eslint-plugin-storybook": "^10.2.7",
"react": "19.2.4",
"react-dom": "19.2.4",
"storybook": "^10.2.7",
"vitest": "^4.0.18"
"vite": "^8.0.0",
"vitest": "^4.1.0"
},
"peerDependencies": {
"react": ">=19.2",

View File

@@ -16,8 +16,8 @@ import { View } from './View';
const MenuLine: unique symbol = Symbol('menu-line');
const MenuLabel: unique symbol = Symbol('menu-label');
Menu.line = MenuLine;
Menu.label = MenuLabel;
Menu.line = MenuLine as typeof MenuLine;
Menu.label = MenuLabel as typeof MenuLabel;
type KeybindingProps = {
keyName: ReactNode;

View File

@@ -1,9 +1,14 @@
{
"extends": "../../tsconfig.json",
"compilerOptions": {
"noEmit": true,
"composite": true,
"noEmit": false,
"declaration": true,
"declarationMap": true,
"rootDir": "src",
"strict": true
"strict": true,
"outDir": "dist",
"tsBuildInfoFile": "dist/.tsbuildinfo"
},
"include": ["src/**/*.ts", "src/**/*.tsx"],
"exclude": ["node_modules"]

View File

@@ -1,5 +1,6 @@
import path from 'path';
import react from '@vitejs/plugin-react';
import peggyLoader from 'vite-plugin-peggy-loader';
import { defineConfig } from 'vitest/config';
@@ -23,13 +24,7 @@ export default defineConfig({
maxWorkers: 2,
},
resolve: {
alias: [
{
find: /^@actual-app\/crdt(\/.*)?$/,
replacement: path.resolve('../../../crdt/src$1'),
},
],
extensions: resolveExtensions,
},
plugins: [peggyLoader()],
plugins: [react(), peggyLoader()],
});

View File

@@ -8,12 +8,23 @@
],
"main": "dist/index.js",
"types": "dist/index.d.ts",
"exports": {
".": "./src/index.ts"
},
"publishConfig": {
"exports": {
".": {
"types": "./dist/index.d.ts",
"default": "./dist/index.js"
}
}
},
"scripts": {
"build:node": "tsc",
"build:node": "tsgo",
"proto:generate": "./bin/generate-proto",
"build": "rm -rf dist && yarn run build:node",
"test": "vitest --run",
"typecheck": "tsc --noEmit"
"typecheck": "tsgo -b"
},
"dependencies": {
"google-protobuf": "^3.21.4",
@@ -22,9 +33,9 @@
},
"devDependencies": {
"@types/google-protobuf": "3.15.12",
"@typescript/native-preview": "^7.0.0-dev.20260309.1",
"protoc-gen-js": "3.21.4-4",
"ts-protoc-gen": "0.15.0",
"typescript": "^5.9.3",
"vitest": "^4.0.18"
"vitest": "^4.1.0"
}
}

View File

@@ -91,7 +91,7 @@ export function diff(trie1: TrieNode, trie2: TrieNode): number | null {
while (true) {
const keyset = new Set([...getKeys(node1), ...getKeys(node2)]);
const keys = [...keyset.values()];
keys.sort();
keys.sort((a, b) => a.localeCompare(b));
let diffkey: null | '0' | '1' | '2' = null;
@@ -145,7 +145,7 @@ export function prune(trie: TrieNode, n = 2): TrieNode {
}
const keys = getKeys(trie);
keys.sort();
keys.sort((a, b) => a.localeCompare(b));
const next: TrieNode = { hash: trie.hash };

View File

@@ -121,12 +121,12 @@ describe('Timestamp', function () {
it('should fail with counter overflow', function () {
now = 40;
for (let i = 0; i < 65536; i++) Timestamp.send();
expect(Timestamp.send).toThrow(Timestamp.OverflowError);
expect(() => Timestamp.send()).toThrow(Timestamp.OverflowError);
});
it('should fail with clock drift', function () {
now = -(5 * 60 * 1000 + 1);
expect(Timestamp.send).toThrow(Timestamp.ClockDriftError);
expect(() => Timestamp.send()).toThrow(Timestamp.ClockDriftError);
});
});

View File

@@ -1,6 +1,7 @@
{
"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",
@@ -8,8 +9,10 @@
"moduleResolution": "node10",
"noEmit": false,
"declaration": true,
"declarationMap": true,
"strict": true,
"outDir": "dist"
"outDir": "dist",
"tsBuildInfoFile": "dist/.tsbuildinfo"
},
"include": ["."],
"exclude": ["dist", "**/*.test.ts", "**/*.spec.ts"]

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@@ -61,7 +61,7 @@ export class ConfigurationPage {
break;
default:
throw new Error(`Unrecognized import type: ${type}`);
throw new Error(`Unrecognized import type: ${String(type)}`);
}
const fileChooser = await fileChooserPromise;

View File

@@ -39,7 +39,7 @@ export class CustomReportPage {
.click();
break;
default:
throw new Error(`Unrecognized mode: ${mode}`);
throw new Error(`Unrecognized mode: ${String(mode)}`);
}
}
}

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@@ -1,6 +1,6 @@
{
"name": "@actual-app/web",
"version": "26.2.1",
"version": "26.3.0",
"license": "MIT",
"files": [
"build"
@@ -16,10 +16,12 @@
"e2e": "npx playwright test --browser=chromium",
"vrt": "cross-env VRT=true npx playwright test --browser=chromium",
"playwright": "playwright",
"typecheck": "tsc --noEmit && tsc-strict"
"typecheck": "tsgo -b && tsc-strict"
},
"devDependencies": {
"@actual-app/components": "workspace:*",
"@actual-app/core": "workspace:*",
"@babel/core": "^7.29.0",
"@codemirror/autocomplete": "^6.20.0",
"@codemirror/lang-javascript": "^6.2.4",
"@codemirror/language": "^6.12.1",
@@ -31,6 +33,7 @@
"@juggle/resize-observer": "^3.4.0",
"@lezer/highlight": "^1.2.3",
"@playwright/test": "1.58.2",
"@rolldown/plugin-babel": "~0.1.7",
"@rollup/plugin-inject": "^5.0.5",
"@swc/core": "^1.15.11",
"@swc/helpers": "^0.5.18",
@@ -45,10 +48,11 @@
"@types/react": "^19.2.5",
"@types/react-dom": "^19.2.3",
"@types/react-modal": "^3.16.3",
"@typescript/native-preview": "^7.0.0-dev.20260309.1",
"@uiw/react-codemirror": "^4.25.4",
"@use-gesture/react": "^10.3.1",
"@vitejs/plugin-basic-ssl": "^2.1.4",
"@vitejs/plugin-react": "^5.1.3",
"@vitejs/plugin-basic-ssl": "^2.2.0",
"@vitejs/plugin-react": "^6.0.0",
"auto-text-size": "^0.2.3",
"babel-plugin-react-compiler": "^1.0.0",
"cmdk": "^1.1.1",
@@ -61,7 +65,6 @@
"i18next-resources-to-backend": "^1.2.1",
"jsdom": "^27.4.0",
"lodash": "^4.17.23",
"loot-core": "workspace:*",
"mdast-util-newline-to-break": "^2.0.0",
"memoize-one": "^6.0.0",
"pikaday": "1.8.2",
@@ -91,14 +94,12 @@
"remark-gfm": "^4.0.1",
"rollup-plugin-visualizer": "^6.0.5",
"sass": "^1.97.3",
"typescript": "^5.9.3",
"typescript-strict-plugin": "^2.4.4",
"usehooks-ts": "^3.1.1",
"uuid": "^13.0.0",
"vite": "^7.3.1",
"vite": "^8.0.0",
"vite-plugin-pwa": "^1.2.0",
"vite-tsconfig-paths": "^5.1.4",
"vitest": "^4.0.18",
"vitest": "^4.1.0",
"xml2js": "^0.6.2"
}
}

View File

@@ -779,7 +779,7 @@ export function useBudgetActions() {
});
return null;
default:
throw new Error(`Unknown budget action type: ${type}`);
throw new Error(`Unknown budget action type: ${String(type)}`);
}
},
onSuccess: notification => {

View File

@@ -34,6 +34,7 @@ import {
import { handleGlobalEvents } from '@desktop-client/global-events';
import { useIsTestEnv } from '@desktop-client/hooks/useIsTestEnv';
import { useMetadataPref } from '@desktop-client/hooks/useMetadataPref';
import { useOnVisible } from '@desktop-client/hooks/useOnVisible';
import { SpreadsheetProvider } from '@desktop-client/hooks/useSpreadsheet';
import { setI18NextLanguage } from '@desktop-client/i18n';
import { addNotification } from '@desktop-client/notifications/notificationsSlice';
@@ -179,6 +180,11 @@ export function App() {
);
const dispatch = useDispatch();
useOnVisible(async () => {
console.debug('triggering sync because of visibility change');
await dispatch(sync());
});
useEffect(() => {
function checkScrollbars() {
if (hiddenScrollbars !== hasHiddenScrollbars()) {
@@ -186,25 +192,9 @@ export function App() {
}
}
let isSyncing = false;
async function onVisibilityChange() {
if (!isSyncing) {
console.debug('triggering sync because of visibility change');
isSyncing = true;
await dispatch(sync());
isSyncing = false;
}
}
window.addEventListener('focus', checkScrollbars);
window.addEventListener('visibilitychange', onVisibilityChange);
return () => {
window.removeEventListener('focus', checkScrollbars);
window.removeEventListener('visibilitychange', onVisibilityChange);
};
}, [dispatch, hiddenScrollbars]);
return () => window.removeEventListener('focus', checkScrollbars);
}, [hiddenScrollbars]);
const [theme] = useTheme();

View File

@@ -32,6 +32,7 @@ import { accountQueries } from '@desktop-client/accounts';
import { getLatestAppVersion, sync } from '@desktop-client/app/appSlice';
import { ProtectedRoute } from '@desktop-client/auth/ProtectedRoute';
import { Permissions } from '@desktop-client/auth/types';
import { useAccounts } from '@desktop-client/hooks/useAccounts';
import { useGlobalPref } from '@desktop-client/hooks/useGlobalPref';
import { useLocalPref } from '@desktop-client/hooks/useLocalPref';
import { useMetaThemeColor } from '@desktop-client/hooks/useMetaThemeColor';
@@ -91,10 +92,7 @@ export function FinancesApp() {
const dispatch = useDispatch();
const { t } = useTranslation();
// TODO: Replace with `useAccounts` hook once it's updated to return the useQuery results.
const { data: accounts, isFetching: isAccountsFetching } = useQuery(
accountQueries.list(),
);
const { data: accounts, isFetching: isAccountsFetching } = useAccounts();
const versionInfo = useSelector(state => state.app.versionInfo);
const [notifyWhenUpdateIsAvailable] = useGlobalPref(

View File

@@ -95,7 +95,7 @@ export const HelpMenu = () => {
dispatch(pushModal({ modal: { name: 'goal-templates' } }));
break;
default:
throw new Error(`Unrecognized menu option: ${item}`);
throw new Error(`Unrecognized menu option: ${String(item)}`);
}
};

View File

@@ -17,6 +17,7 @@ import { CategoryMenuModal } from './modals/CategoryMenuModal';
import { CloseAccountModal } from './modals/CloseAccountModal';
import { ConfirmCategoryDeleteModal } from './modals/ConfirmCategoryDeleteModal';
import { ConfirmDeleteModal } from './modals/ConfirmDeleteModal';
import { ConfirmPayeesMergeModal } from './modals/ConfirmPayeesMergeModal';
import { ConfirmTransactionEditModal } from './modals/ConfirmTransactionEditModal';
import { ConfirmUnlinkAccountModal } from './modals/ConfirmUnlinkAccountModal';
import { ConvertToScheduleModal } from './modals/ConvertToScheduleModal';
@@ -140,6 +141,9 @@ export function Modals() {
case 'confirm-category-delete':
return <ConfirmCategoryDeleteModal key={key} {...modal.options} />;
case 'confirm-payees-merge':
return <ConfirmPayeesMergeModal key={key} {...modal.options} />;
case 'confirm-unlink-account':
return <ConfirmUnlinkAccountModal key={key} {...modal.options} />;

View File

@@ -12,6 +12,7 @@ import { t } from 'i18next';
import { send } from 'loot-core/platform/client/connection';
import type { Handlers } from 'loot-core/types/handlers';
import { useOnVisible } from '@desktop-client/hooks/useOnVisible';
import { addNotification } from '@desktop-client/notifications/notificationsSlice';
import { useDispatch } from '@desktop-client/redux';
@@ -110,6 +111,16 @@ export function ServerProvider({ children }: { children: ReactNode }) {
void run();
}, []);
useOnVisible(
async () => {
const version = await getServerVersion();
setVersion(version);
},
{
isEnabled: !!serverURL,
},
);
const refreshLoginMethods = useCallback(async () => {
if (serverURL) {
const data: Awaited<ReturnType<Handlers['subscribe-get-login-methods']>> =

View File

@@ -106,11 +106,11 @@ function PrivacyButton({ style }: PrivacyButtonProps) {
);
}
type SyncButtonProps = {
type ServerSyncButtonProps = {
style?: CSSProperties;
isMobile?: boolean;
};
function SyncButton({ style, isMobile = false }: SyncButtonProps) {
function ServerSyncButton({ style, isMobile = false }: ServerSyncButtonProps) {
const { t } = useTranslation();
const [cloudFileId] = useMetadataPref('cloudFileId');
const dispatch = useDispatch();
@@ -166,7 +166,7 @@ function SyncButton({ style, isMobile = false }: SyncButtonProps) {
: syncState === 'disabled' ||
syncState === 'offline' ||
syncState === 'local'
? theme.tableTextLight
? theme.buttonBareDisabledText
: 'inherit';
const activeStyle = isMobile
@@ -213,7 +213,7 @@ function SyncButton({ style, isMobile = false }: SyncButtonProps) {
return (
<Button
variant="bare"
aria-label={t('Sync')}
aria-label={t('Server Sync')}
className={css({
...(isMobile
? {
@@ -230,6 +230,8 @@ function SyncButton({ style, isMobile = false }: SyncButtonProps) {
'&[data-pressed]': activeStyle,
})}
onPress={onSync}
isDisabled={syncState === 'offline'}
aria-disabled={syncState === 'offline'}
>
{isMobile ? (
syncState === 'error' ? (
@@ -243,11 +245,7 @@ function SyncButton({ style, isMobile = false }: SyncButtonProps) {
<AnimatedRefresh animating={syncing} />
)}
<Text style={isMobile ? { ...mobileTextStyle } : { marginLeft: 3 }}>
{syncState === 'disabled'
? t('Disabled')
: syncState === 'offline'
? t('Offline')
: t('Sync')}
{syncState === 'disabled' ? t('Disabled') : null}
</Text>
</Button>
);
@@ -346,7 +344,7 @@ export function Titlebar({ style }: TitlebarProps) {
<UncategorizedButton />
{isDevelopmentEnvironment() && !isTestEnv && <ThemeSelector />}
<PrivacyButton />
{serverURL ? <SyncButton /> : null}
{serverURL ? <ServerSyncButton /> : null}
<LoggedInUser />
<HelpMenu />
</SpaceBetween>

View File

@@ -1661,6 +1661,11 @@ class AccountInternal extends PureComponent<
}
maybeSortByPreviousField(this, sortPrevField, sortPrevAscDesc);
// Always add sort_order as a final tiebreaker to maintain stable ordering
// when transactions have the same values in the sorted column(s)
this.currentQuery = this.currentQuery.orderBy({ sort_order: sortAscDesc });
this.updateQuery(this.currentQuery, isFiltered);
};
@@ -1861,6 +1866,12 @@ class AccountInternal extends PureComponent<
accountId === 'onbudget' ||
accountId === 'uncategorized'
}
allowReorder={
!!accountId &&
accountId !== 'offbudget' &&
accountId !== 'onbudget' &&
accountId !== 'uncategorized'
}
isAdding={this.state.isAdding}
isNew={this.isNew}
isMatched={this.isMatched}

View File

@@ -68,6 +68,11 @@ function useErrorMessage() {
</Trans>
);
case 'ACCOUNT_MISSING':
return t(
'This account was not found in SimpleFIN. Try unlinking and relinking the account.',
);
default:
}

View File

@@ -15,6 +15,7 @@ type AlertProps = {
color?: string;
backgroundColor?: string;
style?: CSSProperties;
iconStyle?: CSSProperties;
children?: ReactNode;
};
@@ -23,6 +24,7 @@ const Alert = ({
color,
backgroundColor,
style,
iconStyle,
children,
}: AlertProps) => {
return (
@@ -48,21 +50,29 @@ const Alert = ({
alignSelf: 'stretch',
flexShrink: 0,
marginRight: 5,
...iconStyle,
}}
>
<Icon width={13} style={{ marginTop: 2 }} />
</View>
<Text style={{ zIndex: 1, lineHeight: 1.5 }}>{children}</Text>
<Text style={{ width: '100%', zIndex: 1, lineHeight: 1.5 }}>
{children}
</Text>
</View>
);
};
type ScopedAlertProps = {
style?: CSSProperties;
iconStyle?: CSSProperties;
children?: ReactNode;
};
export const Information = ({ style, children }: ScopedAlertProps) => {
export const Information = ({
style,
iconStyle,
children,
}: ScopedAlertProps) => {
return (
<Alert
icon={SvgInformationOutline}
@@ -73,32 +83,35 @@ export const Information = ({ style, children }: ScopedAlertProps) => {
padding: 5,
...style,
}}
iconStyle={iconStyle}
>
{children}
</Alert>
);
};
export const Warning = ({ style, children }: ScopedAlertProps) => {
export const Warning = ({ style, iconStyle, children }: ScopedAlertProps) => {
return (
<Alert
icon={SvgExclamationOutline}
color={theme.warningText}
backgroundColor={theme.warningBackground}
style={style}
iconStyle={iconStyle}
>
{children}
</Alert>
);
};
export const Error = ({ style, children }: ScopedAlertProps) => {
export const Error = ({ style, iconStyle, children }: ScopedAlertProps) => {
return (
<Alert
icon={SvgExclamationOutline}
color={theme.errorTextDarker}
backgroundColor={theme.errorBackground}
style={style}
iconStyle={iconStyle}
>
{children}
</Alert>

View File

@@ -462,184 +462,190 @@ function SingleAutocomplete<T extends AutocompleteItem>({
isOpen,
inputValue,
highlightedIndex,
}) => (
// Super annoying but it works best to return a div so we
// can't use a View here, but we can fake it be using the
// className
<div
className={cx('view', css({ display: 'flex' }))}
{...containerProps}
>
<View ref={triggerRef} style={{ flexShrink: 0 }}>
{renderInput(
(() => {
const { className, style, ...restInputProps } =
inputProps || {};
const downshiftProps = getInputProps({
ref: inputRef,
...restInputProps,
onFocus: e => {
inputProps.onFocus?.(e);
}) => {
const wrappedGetItemProps = itemProps => getItemProps({ ...itemProps });
return (
// Super annoying but it works best to return a div so we
// can't use a View here, but we can fake it be using the
// className
<div
className={cx('view', css({ display: 'flex' }))}
{...containerProps}
>
<View ref={triggerRef} style={{ flexShrink: 0 }}>
{renderInput(
(() => {
const { className, style, ...restInputProps } =
inputProps || {};
const downshiftProps = getInputProps({
ref: inputRef,
...restInputProps,
onFocus: e => {
inputProps.onFocus?.(e);
if (openOnFocus) {
open();
}
},
onBlur: e => {
// Should this be e.nativeEvent
e['preventDownshiftDefault'] = true;
inputProps.onBlur?.(e);
if (openOnFocus) {
open();
}
},
onBlur: e => {
// Should this be e.nativeEvent
e['preventDownshiftDefault'] = true;
inputProps.onBlur?.(e);
if (!closeOnBlur) {
return;
}
if (itemsViewRef.current?.contains(e.relatedTarget)) {
// Do not close when the user clicks on any of the items.
e.stopPropagation();
return;
}
if (clearOnBlur) {
if (e.target.value === '') {
onSelect?.(null, e.target.value);
setSelectedItem(null);
close();
if (!closeOnBlur) {
return;
}
// If not using table behavior, reset the input on blur. Tables
// handle saving the value on blur.
const value = selectedItem
? getItemId(selectedItem)
: null;
resetState(value);
} else {
close();
}
},
onKeyDown: (e: KeyboardEvent<HTMLInputElement>) => {
const { onKeyDown } = inputProps || {};
// If the dropdown is open, an item is highlighted, and the user
// pressed enter, always capture that and handle it ourselves
if (isOpen) {
if (e.key === 'Enter') {
if (highlightedIndex != null) {
if (
inst.lastChangeType ===
Downshift.stateChangeTypes.itemMouseEnter
) {
// If the last thing the user did was hover an item, intentionally
// ignore the default behavior of selecting the item. It's too
// common to accidentally hover an item and then save it
e.preventDefault();
} else {
// Otherwise, stop propagation so that the table navigator
// doesn't handle it
e.stopPropagation();
}
} else if (!strict) {
// Handle it ourselves
e.stopPropagation();
onSelect(value, (e.target as HTMLInputElement).value);
return onSelectAfter();
} else {
// No highlighted item, still allow the table to save the item
// as `null`, even though we're allowing the table to move
e.preventDefault();
onKeyDown?.(e);
}
} else if (shouldSaveFromKey(e)) {
e.preventDefault();
onKeyDown?.(e);
}
}
// Handle escape ourselves
if (e.key === 'Escape') {
e.nativeEvent['preventDownshiftDefault'] = true;
if (!embedded && isOpen) {
if (itemsViewRef.current?.contains(e.relatedTarget)) {
// Do not close when the user clicks on any of the items.
e.stopPropagation();
return;
}
fireUpdate(
onUpdate,
strict,
suggestions,
null,
getItemId(originalItem),
);
if (clearOnBlur) {
if (e.target.value === '') {
onSelect?.(null, e.target.value);
setSelectedItem(null);
close();
return;
}
setValue(getItemName(originalItem));
setSelectedItem(
findItem(strict, suggestions, originalItem),
);
setHighlightedIndex(null);
if (embedded) {
open();
// If not using table behavior, reset the input on blur. Tables
// handle saving the value on blur.
const value = selectedItem
? getItemId(selectedItem)
: null;
resetState(value);
} else {
close();
}
}
},
});
},
onKeyDown: (e: KeyboardEvent<HTMLInputElement>) => {
const { onKeyDown } = inputProps || {};
return {
...downshiftProps,
...(className && { className }),
...(style && { style }),
};
})(),
)}
</View>
{isOpen &&
filtered.length > 0 &&
(embedded ? (
<View
ref={itemsViewRef}
style={{ ...styles.darkScrollbar, marginTop: 5 }}
data-testid="autocomplete"
>
{renderItems(
filtered,
getItemProps,
highlightedIndex,
inputValue,
)}
</View>
) : (
<Popover
triggerRef={triggerRef}
placement="bottom start"
offset={2}
isOpen={isOpen}
onOpenChange={close}
isNonModal
style={{
...styles.darkScrollbar,
...styles.popover,
backgroundColor: theme.menuAutoCompleteBackground,
color: theme.menuAutoCompleteText,
minWidth: 200,
width: triggerRef.current?.clientWidth,
}}
data-testid="autocomplete"
>
<View ref={itemsViewRef}>
// If the dropdown is open, an item is highlighted, and the user
// pressed enter, always capture that and handle it ourselves
if (isOpen) {
if (e.key === 'Enter') {
if (highlightedIndex != null) {
if (
inst.lastChangeType ===
Downshift.stateChangeTypes.itemMouseEnter
) {
// If the last thing the user did was hover an item, intentionally
// ignore the default behavior of selecting the item. It's too
// common to accidentally hover an item and then save it
e.preventDefault();
} else {
// Otherwise, stop propagation so that the table navigator
// doesn't handle it
e.stopPropagation();
}
} else if (!strict) {
// Handle it ourselves
e.stopPropagation();
onSelect(
value,
(e.target as HTMLInputElement).value,
);
return onSelectAfter();
} else {
// No highlighted item, still allow the table to save the item
// as `null`, even though we're allowing the table to move
e.preventDefault();
onKeyDown?.(e);
}
} else if (shouldSaveFromKey(e)) {
e.preventDefault();
onKeyDown?.(e);
}
}
// Handle escape ourselves
if (e.key === 'Escape') {
e.nativeEvent['preventDownshiftDefault'] = true;
if (!embedded && isOpen) {
e.stopPropagation();
}
fireUpdate(
onUpdate,
strict,
suggestions,
null,
getItemId(originalItem),
);
setValue(getItemName(originalItem));
setSelectedItem(
findItem(strict, suggestions, originalItem),
);
setHighlightedIndex(null);
if (embedded) {
open();
} else {
close();
}
}
},
});
return {
...downshiftProps,
...(className && { className }),
...(style && { style }),
};
})(),
)}
</View>
{isOpen &&
filtered.length > 0 &&
(embedded ? (
<View
ref={itemsViewRef}
style={{ ...styles.darkScrollbar, marginTop: 5 }}
data-testid="autocomplete"
>
{renderItems(
filtered,
getItemProps,
wrappedGetItemProps,
highlightedIndex,
inputValue,
)}
</View>
</Popover>
))}
</div>
)}
) : (
<Popover
triggerRef={triggerRef}
placement="bottom start"
offset={2}
isOpen={isOpen}
onOpenChange={close}
isNonModal
style={{
...styles.darkScrollbar,
...styles.popover,
backgroundColor: theme.menuAutoCompleteBackground,
color: theme.menuAutoCompleteText,
minWidth: 200,
width: triggerRef.current?.clientWidth,
}}
data-testid="autocomplete"
>
<View ref={itemsViewRef}>
{renderItems(
filtered,
wrappedGetItemProps,
highlightedIndex,
inputValue,
)}
</View>
</Popover>
))}
</div>
);
}}
</Downshift>
);
}

View File

@@ -1,20 +1,27 @@
import type { UseQueryResult } from '@tanstack/react-query';
import { render, screen } from '@testing-library/react';
import type { Screen } from '@testing-library/react';
import userEvent from '@testing-library/user-event';
import { vi } from 'vitest';
import { generateAccount } from 'loot-core/mocks';
import type { AccountEntity, PayeeEntity } from 'loot-core/types/models';
import type {
AccountEntity,
NearbyPayeeEntity,
PayeeEntity,
} from 'loot-core/types/models';
import { PayeeAutocomplete } from './PayeeAutocomplete';
import type { PayeeAutocompleteProps } from './PayeeAutocomplete';
import { AuthProvider } from '@desktop-client/auth/AuthProvider';
import { useNearbyPayees } from '@desktop-client/hooks/useNearbyPayees';
import { createTestQueryClient, TestProviders } from '@desktop-client/mocks';
import { payeeQueries } from '@desktop-client/payees';
const PAYEE_SELECTOR = '[data-testid][role=option]';
const PAYEE_SECTION_SELECTOR = '[data-testid$="-item-group"]';
const ALL_PAYEE_ITEMS_SELECTOR = '[data-testid$="-payee-item"]';
const payees = [
makePayee('Bob', { favorite: true }),
@@ -41,7 +48,30 @@ function makePayee(name: string, options?: { favorite: boolean }): PayeeEntity {
};
}
function extractPayeesAndHeaderNames(screen: Screen) {
function makeNearbyPayee(name: string, distance: number): NearbyPayeeEntity {
const id = name.toLowerCase() + '-id';
return {
payee: {
id,
name,
favorite: false,
transfer_acct: undefined,
},
location: {
id: id + '-loc',
payee_id: id,
latitude: 0,
longitude: 0,
created_at: 0,
distance,
},
};
}
function extractPayeesAndHeaderNames(
screen: Screen,
itemSelector: string = PAYEE_SELECTOR,
) {
const autocompleteElement = screen.getByTestId('autocomplete');
// Get all elements that match either selector, but query them separately
@@ -49,7 +79,7 @@ function extractPayeesAndHeaderNames(screen: Screen) {
const headers = [
...autocompleteElement.querySelectorAll(PAYEE_SECTION_SELECTOR),
];
const items = [...autocompleteElement.querySelectorAll(PAYEE_SELECTOR)];
const items = [...autocompleteElement.querySelectorAll(itemSelector)];
// Combine all elements and sort by their position in the DOM
const allElements = [...headers, ...items];
@@ -78,14 +108,52 @@ async function clickAutocomplete(autocomplete: HTMLElement) {
await waitForAutocomplete();
}
vi.mock('@desktop-client/hooks/useNearbyPayees', () => ({
useNearbyPayees: vi.fn(),
}));
function firstOrIncorrect(id: string | null): string {
return id?.split('-', 1)[0] || 'incorrect';
}
function mockNearbyPayeesResult(
data: NearbyPayeeEntity[],
): UseQueryResult<NearbyPayeeEntity[], Error> {
return {
data,
dataUpdatedAt: 0,
error: null,
errorUpdatedAt: 0,
errorUpdateCount: 0,
failureCount: 0,
failureReason: null,
fetchStatus: 'idle',
isError: false,
isFetched: true,
isFetchedAfterMount: true,
isFetching: false,
isInitialLoading: false,
isLoading: false,
isLoadingError: false,
isPaused: false,
isPending: false,
isPlaceholderData: false,
isRefetchError: false,
isRefetching: false,
isStale: false,
isSuccess: true,
isEnabled: true,
promise: Promise.resolve(data),
refetch: vi.fn(),
status: 'success',
};
}
describe('PayeeAutocomplete.getPayeeSuggestions', () => {
const queryClient = createTestQueryClient();
beforeEach(() => {
vi.mocked(useNearbyPayees).mockReturnValue(mockNearbyPayeesResult([]));
queryClient.setQueryData(payeeQueries.listCommon().queryKey, []);
});
@@ -207,6 +275,108 @@ describe('PayeeAutocomplete.getPayeeSuggestions', () => {
);
});
test('nearby payees appear in their own section before other payees', async () => {
const nearbyPayees = [
makeNearbyPayee('Coffee Shop', 0.3),
makeNearbyPayee('Grocery Store', 1.2),
];
const payees = [makePayee('Alice'), makePayee('Bob')];
vi.mocked(useNearbyPayees).mockReturnValue(
mockNearbyPayeesResult(nearbyPayees),
);
await clickAutocomplete(renderPayeeAutocomplete({ payees }));
expect(
extractPayeesAndHeaderNames(screen, ALL_PAYEE_ITEMS_SELECTOR),
).toStrictEqual([
'Nearby Payees',
'Coffee Shop',
'Grocery Store',
'Payees',
'Alice',
'Bob',
]);
});
test('nearby payees are filtered by search input', async () => {
const nearbyPayees = [
makeNearbyPayee('Coffee Shop', 0.3),
makeNearbyPayee('Grocery Store', 1.2),
];
const payees = [makePayee('Alice'), makePayee('Bob')];
vi.mocked(useNearbyPayees).mockReturnValue(
mockNearbyPayeesResult(nearbyPayees),
);
const autocomplete = renderPayeeAutocomplete({ payees });
await clickAutocomplete(autocomplete);
const input = autocomplete.querySelector('input')!;
await userEvent.type(input, 'Coffee');
await waitForAutocomplete();
const names = extractPayeesAndHeaderNames(screen, ALL_PAYEE_ITEMS_SELECTOR);
expect(names).toContain('Nearby Payees');
expect(names).toContain('Coffee Shop');
expect(names).not.toContain('Grocery Store');
expect(names).not.toContain('Alice');
expect(names).not.toContain('Bob');
});
test('nearby payees coexist with favorites and common payees', async () => {
const nearbyPayees = [makeNearbyPayee('Coffee Shop', 0.3)];
const payees = [
makePayee('Alice'),
makePayee('Bob'),
makePayee('Eve', { favorite: true }),
makePayee('Carol'),
];
vi.mocked(useNearbyPayees).mockReturnValue(
mockNearbyPayeesResult(nearbyPayees),
);
queryClient.setQueryData(payeeQueries.listCommon().queryKey, [
makePayee('Bob'),
makePayee('Carol'),
]);
await clickAutocomplete(renderPayeeAutocomplete({ payees }));
expect(
extractPayeesAndHeaderNames(screen, ALL_PAYEE_ITEMS_SELECTOR),
).toStrictEqual([
'Nearby Payees',
'Coffee Shop',
'Suggested Payees',
'Eve',
'Bob',
'Carol',
'Payees',
'Alice',
]);
});
test('a payee appearing in both nearby and favorites shows in both sections', async () => {
const nearbyPayees = [makeNearbyPayee('Eve', 0.5)];
const payees = [makePayee('Alice'), makePayee('Eve', { favorite: true })];
vi.mocked(useNearbyPayees).mockReturnValue(
mockNearbyPayeesResult(nearbyPayees),
);
await clickAutocomplete(renderPayeeAutocomplete({ payees }));
expect(
extractPayeesAndHeaderNames(screen, ALL_PAYEE_ITEMS_SELECTOR),
).toStrictEqual([
'Nearby Payees',
'Eve',
'Suggested Payees',
'Eve',
'Payees',
'Alice',
]);
});
test('list with no favorites shows just the payees list', async () => {
//Note that the payees list assumes the payees are already sorted
const payees = [

View File

@@ -1,5 +1,5 @@
// @ts-strict-ignore
import React, { Fragment, useMemo, useState } from 'react';
import React, { Fragment, useCallback, useMemo, useState } from 'react';
import type {
ComponentProps,
ComponentPropsWithoutRef,
@@ -13,15 +13,24 @@ import { Trans, useTranslation } from 'react-i18next';
import { Button } from '@actual-app/components/button';
import { useResponsive } from '@actual-app/components/hooks/useResponsive';
import { SvgAdd, SvgBookmark } from '@actual-app/components/icons/v1';
import {
SvgAdd,
SvgBookmark,
SvgLocation,
} from '@actual-app/components/icons/v1';
import { styles } from '@actual-app/components/styles';
import { TextOneLine } from '@actual-app/components/text-one-line';
import { theme } from '@actual-app/components/theme';
import { View } from '@actual-app/components/view';
import { css, cx } from '@emotion/css';
import { formatDistance } from 'loot-core/shared/location-utils';
import { getNormalisedString } from 'loot-core/shared/normalisation';
import type { AccountEntity, PayeeEntity } from 'loot-core/types/models';
import type {
AccountEntity,
NearbyPayeeEntity,
PayeeEntity,
} from 'loot-core/types/models';
import {
Autocomplete,
@@ -32,13 +41,19 @@ import { ItemHeader } from './ItemHeader';
import { useAccounts } from '@desktop-client/hooks/useAccounts';
import { useCommonPayees } from '@desktop-client/hooks/useCommonPayees';
import { useNearbyPayees } from '@desktop-client/hooks/useNearbyPayees';
import { usePayees } from '@desktop-client/hooks/usePayees';
import {
getActivePayees,
useCreatePayeeMutation,
useDeletePayeeLocationMutation,
} from '@desktop-client/payees';
type PayeeAutocompleteItem = PayeeEntity & PayeeItemType;
type PayeeAutocompleteItem = PayeeEntity &
PayeeItemType & {
nearbyLocationId?: string;
distance?: number;
};
const MAX_AUTO_SUGGESTIONS = 5;
@@ -130,17 +145,25 @@ type PayeeListProps = {
props: ComponentPropsWithoutRef<typeof PayeeItem>,
) => ReactNode;
footer: ReactNode;
onForgetLocation?: (locationId: string) => void;
};
type ItemTypes = 'account' | 'payee' | 'common_payee';
type ItemTypes = 'account' | 'payee' | 'common_payee' | 'nearby_payee';
type PayeeItemType = {
itemType: ItemTypes;
};
function determineItemType(item: PayeeEntity, isCommon: boolean): ItemTypes {
function determineItemType(
item: PayeeEntity,
isCommon: boolean,
isNearby: boolean = false,
): ItemTypes {
if (item.transfer_acct) {
return 'account';
}
if (isNearby) {
return 'nearby_payee';
}
if (isCommon) {
return 'common_payee';
} else {
@@ -158,6 +181,7 @@ function PayeeList({
renderPayeeItemGroupHeader = defaultRenderPayeeItemGroupHeader,
renderPayeeItem = defaultRenderPayeeItem,
footer,
onForgetLocation,
}: PayeeListProps) {
const { t } = useTranslation();
@@ -165,56 +189,66 @@ function PayeeList({
// with the value of the input so it always shows whatever the user
// entered
const { newPayee, suggestedPayees, payees, transferPayees } = useMemo(() => {
let currentIndex = 0;
const result = items.reduce(
(acc, item) => {
if (item.id === 'new') {
acc.newPayee = { ...item };
} else if (item.itemType === 'common_payee') {
acc.suggestedPayees.push({ ...item });
} else if (item.itemType === 'payee') {
acc.payees.push({ ...item });
} else if (item.itemType === 'account') {
acc.transferPayees.push({ ...item });
}
return acc;
},
{
newPayee: null as PayeeAutocompleteItem | null,
suggestedPayees: [] as Array<PayeeAutocompleteItem>,
payees: [] as Array<PayeeAutocompleteItem>,
transferPayees: [] as Array<PayeeAutocompleteItem>,
},
);
const { newPayee, suggestedPayees, payees, transferPayees, nearbyPayees } =
useMemo(() => {
let currentIndex = 0;
const result = items.reduce(
(acc, item) => {
if (item.id === 'new') {
acc.newPayee = { ...item };
} else if (item.itemType === 'common_payee') {
acc.suggestedPayees.push({ ...item });
} else if (item.itemType === 'payee') {
acc.payees.push({ ...item });
} else if (item.itemType === 'account') {
acc.transferPayees.push({ ...item });
} else if (item.itemType === 'nearby_payee') {
acc.nearbyPayees.push({ ...item });
}
return acc;
},
{
newPayee: null as PayeeAutocompleteItem | null,
nearbyPayees: [] as Array<PayeeAutocompleteItem>,
suggestedPayees: [] as Array<PayeeAutocompleteItem>,
payees: [] as Array<PayeeAutocompleteItem>,
transferPayees: [] as Array<PayeeAutocompleteItem>,
},
);
// assign indexes in render order
const newPayeeWithIndex = result.newPayee
? { ...result.newPayee, highlightedIndex: currentIndex++ }
: null;
// assign indexes in render order
const newPayeeWithIndex = result.newPayee
? { ...result.newPayee, highlightedIndex: currentIndex++ }
: null;
const suggestedPayeesWithIndex = result.suggestedPayees.map(item => ({
...item,
highlightedIndex: currentIndex++,
}));
const nearbyPayeesWithIndex = result.nearbyPayees.map(item => ({
...item,
highlightedIndex: currentIndex++,
}));
const payeesWithIndex = result.payees.map(item => ({
...item,
highlightedIndex: currentIndex++,
}));
const suggestedPayeesWithIndex = result.suggestedPayees.map(item => ({
...item,
highlightedIndex: currentIndex++,
}));
const transferPayeesWithIndex = result.transferPayees.map(item => ({
...item,
highlightedIndex: currentIndex++,
}));
const payeesWithIndex = result.payees.map(item => ({
...item,
highlightedIndex: currentIndex++,
}));
return {
newPayee: newPayeeWithIndex,
suggestedPayees: suggestedPayeesWithIndex,
payees: payeesWithIndex,
transferPayees: transferPayeesWithIndex,
};
}, [items]);
const transferPayeesWithIndex = result.transferPayees.map(item => ({
...item,
highlightedIndex: currentIndex++,
}));
return {
newPayee: newPayeeWithIndex,
nearbyPayees: nearbyPayeesWithIndex,
suggestedPayees: suggestedPayeesWithIndex,
payees: payeesWithIndex,
transferPayees: transferPayeesWithIndex,
};
}, [items]);
// We limit the number of payees shown to 100.
// So we show a hint that more are available via search.
@@ -237,6 +271,20 @@ function PayeeList({
embedded,
})}
{nearbyPayees.length > 0 &&
renderPayeeItemGroupHeader({ title: t('Nearby Payees') })}
{nearbyPayees.map(item => (
<Fragment key={item.id}>
<NearbyPayeeItem
{...(getItemProps ? getItemProps({ item }) : {})}
item={item}
highlighted={highlightedIndex === item.highlightedIndex}
embedded={embedded}
onForgetLocation={onForgetLocation}
/>
</Fragment>
))}
{suggestedPayees.length > 0 &&
renderPayeeItemGroupHeader({ title: t('Suggested Payees') })}
{suggestedPayees.map(item => (
@@ -324,6 +372,7 @@ export type PayeeAutocompleteProps = ComponentProps<
) => ReactElement<typeof PayeeItem>;
accounts?: AccountEntity[];
payees?: PayeeEntity[];
nearbyPayees?: NearbyPayeeEntity[];
};
export function PayeeAutocomplete({
@@ -343,16 +392,22 @@ export function PayeeAutocomplete({
renderPayeeItem = defaultRenderPayeeItem,
accounts,
payees,
nearbyPayees,
...props
}: PayeeAutocompleteProps) {
const { t } = useTranslation();
const { data: commonPayees } = useCommonPayees();
const { data: retrievedPayees = [] } = usePayees();
const { data: retrievedNearbyPayees = [] } = useNearbyPayees();
if (!payees) {
payees = retrievedPayees;
}
const createPayeeMutation = useCreatePayeeMutation();
const deletePayeeLocationMutation = useDeletePayeeLocationMutation();
if (!nearbyPayees) {
nearbyPayees = retrievedNearbyPayees;
}
const { data: cachedAccounts = [] } = useAccounts();
if (!accounts) {
@@ -392,6 +447,43 @@ export function PayeeAutocomplete({
showInactivePayees,
]);
// Process nearby payees separately from suggestions
const nearbyPayeesWithType: PayeeAutocompleteItem[] = useMemo(() => {
if (!nearbyPayees?.length) {
return [];
}
const processed: PayeeAutocompleteItem[] = nearbyPayees.map(result => ({
...result.payee,
itemType: 'nearby_payee' as const,
nearbyLocationId: result.location.id,
distance: result.location.distance,
}));
return processed;
}, [nearbyPayees]);
// Filter nearby payees based on input value (similar to regular payees)
const filteredNearbyPayees = useMemo(() => {
if (!nearbyPayeesWithType.length || !rawPayee) {
return nearbyPayeesWithType;
}
return nearbyPayeesWithType.filter(payee => {
return defaultFilterSuggestion(payee, rawPayee);
});
}, [nearbyPayeesWithType, rawPayee]);
const handleForgetLocation = useCallback(
async (locationId: string) => {
try {
await deletePayeeLocationMutation.mutateAsync(locationId);
} catch (error) {
console.error('Failed to delete payee location', { error });
}
},
[deletePayeeLocationMutation],
);
async function handleSelect(idOrIds, rawInputValue) {
if (!clearOnBlur) {
onSelect?.(makeNew(idOrIds, rawInputValue), rawInputValue);
@@ -480,6 +572,12 @@ export function PayeeAutocomplete({
onUpdate={(id, inputValue) => onUpdate?.(id, makeNew(id, inputValue))}
onSelect={handleSelect}
getHighlightedIndex={suggestions => {
// If we have nearby payees, highlight the first nearby payee
if (filteredNearbyPayees.length > 0) {
return 0;
}
// Otherwise use original logic for suggestions
if (suggestions.length === 0) {
return null;
} else if (suggestions[0].id === 'new') {
@@ -491,7 +589,7 @@ export function PayeeAutocomplete({
filterSuggestions={filterSuggestions}
renderItems={(items, getItemProps, highlightedIndex, inputValue) => (
<PayeeList
items={items}
items={[...filteredNearbyPayees, ...items]}
commonPayees={commonPayees}
getItemProps={getItemProps}
highlightedIndex={highlightedIndex}
@@ -521,6 +619,7 @@ export function PayeeAutocomplete({
)}
</AutocompleteFooter>
}
onForgetLocation={handleForgetLocation}
/>
)}
{...props}
@@ -698,3 +797,126 @@ function defaultRenderPayeeItem(
): ReactElement<typeof PayeeItem> {
return <PayeeItem {...props} />;
}
type NearbyPayeeItemProps = PayeeItemProps & {
onForgetLocation?: (locationId: string) => void;
};
function NearbyPayeeItem({
item,
className,
highlighted,
embedded,
onForgetLocation,
...props
}: NearbyPayeeItemProps) {
const { isNarrowWidth } = useResponsive();
const narrowStyle = isNarrowWidth
? {
...styles.mobileMenuItem,
borderRadius: 0,
borderTop: `1px solid ${theme.pillBorder}`,
}
: {};
const iconSize = isNarrowWidth ? 14 : 8;
let paddingLeftOverFromIcon = 20;
let itemIcon = undefined;
if (item.favorite) {
itemIcon = (
<SvgBookmark
width={iconSize}
height={iconSize}
style={{ marginRight: 5, display: 'inline-block' }}
/>
);
paddingLeftOverFromIcon -= iconSize + 5;
}
// Extract location ID and distance from the nearby payee item
const locationId = item.nearbyLocationId;
const distance = item.distance;
const distanceText = distance !== undefined ? formatDistance(distance) : '';
const handleForgetClick = () => {
if (locationId && onForgetLocation) {
onForgetLocation(locationId);
}
};
return (
<div
className={cx(
className,
css({
backgroundColor: highlighted
? theme.menuAutoCompleteBackgroundHover
: 'transparent',
color: highlighted
? theme.menuAutoCompleteItemTextHover
: theme.menuAutoCompleteItemText,
borderRadius: embedded ? 4 : 0,
padding: 4,
paddingLeft: paddingLeftOverFromIcon,
display: 'flex',
alignItems: 'center',
justifyContent: 'space-between',
...narrowStyle,
}),
)}
data-testid={`${item.name}-payee-item`}
data-highlighted={highlighted || undefined}
>
<button
type="button"
className={css({
display: 'flex',
flexDirection: 'column',
flex: 1,
background: 'none',
border: 'none',
font: 'inherit',
color: 'inherit',
textAlign: 'left',
padding: 0,
cursor: 'pointer',
})}
{...props}
>
<TextOneLine>
{itemIcon}
{item.name}
</TextOneLine>
{distanceText && (
<div
style={{
fontSize: '10px',
color: highlighted
? theme.menuAutoCompleteItemTextHover
: theme.pageTextSubdued,
marginLeft: itemIcon ? iconSize + 5 : 0,
}}
>
{distanceText}
</div>
)}
</button>
{locationId && (
<Button
variant="menu"
onPress={handleForgetClick}
style={{
backgroundColor: theme.errorBackground,
border: `1px solid ${theme.errorBorder}`,
color: theme.pageText,
fontSize: '11px',
padding: '2px 6px',
borderRadius: 3,
}}
>
<Trans i18nKey="forget">Forget</Trans>
<SvgLocation width={10} height={10} style={{ marginLeft: 4 }} />
</Button>
)}
</div>
);
}

View File

@@ -195,13 +195,13 @@ export function EditSyncAccount({ account }: EditSyncAccountProps) {
name="synced-account-edit"
containerProps={{ style: { width: 800 } }}
>
{({ state: { close } }) => (
{({ state }) => (
<>
<ModalHeader
title={t('{{accountName}} bank sync settings', {
accountName: potentiallyTruncatedAccountName,
})}
rightContent={<ModalCloseButton onPress={close} />}
rightContent={<ModalCloseButton onPress={() => state.close()} />}
/>
<Text style={{ fontSize: 15 }}>
@@ -246,20 +246,20 @@ export function EditSyncAccount({ account }: EditSyncAccountProps) {
<Button
style={{ color: theme.errorText }}
onPress={() => {
void onUnlink(close);
void onUnlink(() => state.close());
}}
>
<Trans>Unlink account</Trans>
</Button>
<SpaceBetween gap={10}>
<Button onPress={close}>
<Button onPress={() => state.close()}>
<Trans>Cancel</Trans>
</Button>
<Button
variant="primary"
onPress={() => {
void onSave(close);
void onSave(() => state.close());
}}
>
<Trans>Save</Trans>

View File

@@ -55,7 +55,7 @@ export function BudgetSummaries() {
}
const to = -offsetX;
spring.start({ from: { x: from }, x: to });
void spring.start({ from: { x: from }, x: to });
}, [spring, firstMonth, monthWidth, allMonths]);
useLayoutEffect(() => {
@@ -63,7 +63,7 @@ export function BudgetSummaries() {
}, [firstMonth]);
useLayoutEffect(() => {
spring.start({ from: { x: -monthWidth }, to: { x: -monthWidth } });
void spring.start({ from: { x: -monthWidth }, to: { x: -monthWidth } });
}, [spring, monthWidth]);
const { SummaryComponent } = useBudgetComponents();

View File

@@ -45,7 +45,7 @@ export function IncomeMenu({
onClose();
break;
default:
throw new Error(`Unrecognized menu option: ${name}`);
throw new Error(`Unrecognized menu option: ${String(name)}`);
}
}}
items={[

View File

@@ -2,7 +2,6 @@ import { Trans, useTranslation } from 'react-i18next';
import { Button } from '@actual-app/components/button';
import { SpaceBetween } from '@actual-app/components/space-between';
import { Text } from '@actual-app/components/text';
import { View } from '@actual-app/components/view';
import { Warning } from '@desktop-client/components/alerts';
@@ -19,13 +18,17 @@ export function RefillAutomation({
const { t } = useTranslation();
return (
<SpaceBetween direction="vertical" gap={10} style={{ marginTop: 10 }}>
<Text>
<Trans>Uses the balance limit automation for this category.</Trans>
</Text>
<SpaceBetween align="center" gap={10} style={{ marginTop: 10 }}>
{!hasLimitAutomation && (
<Warning>
<SpaceBetween gap={10} align="center" style={{ flexWrap: 'wrap' }}>
<Warning
style={{ width: '100%', alignItems: 'center' }}
iconStyle={{ alignSelf: 'unset', paddingTop: 0, marginTop: -2 }}
>
<SpaceBetween
gap={10}
align="center"
style={{ width: '100%', justifyContent: 'space-between' }}
>
<View>
<Trans>
Add a balance limit automation to set the refill target.

View File

@@ -68,7 +68,9 @@ export const getInitialState = (template: Template | null): ReducerState => {
case 'error':
throw new Error('An error occurred while parsing the template');
default:
throw new Error(`Unknown template type: ${type satisfies undefined}`);
throw new Error(
`Unknown template type: ${String(type satisfies undefined)}`,
);
}
};
@@ -168,7 +170,9 @@ const changeType = (
};
default:
// Make sure we're not missing any cases
throw new Error(`Unknown display type: ${visualType satisfies never}`);
throw new Error(
`Unknown display type: ${String(visualType satisfies never)}`,
);
}
};
@@ -251,6 +255,6 @@ export const templateReducer = (
return mapTemplateTypesForUpdate(state, action.payload);
default:
// Make sure we're not missing any cases
throw new Error(`Unknown display type: ${type satisfies never}`);
throw new Error(`Unknown display type: ${String(type satisfies never)}`);
}
};

View File

@@ -34,7 +34,7 @@ export function BalanceMenu({
onCarryover?.(!carryover);
break;
default:
throw new Error(`Unrecognized menu option: ${name}`);
throw new Error(`Unrecognized menu option: ${String(name)}`);
}
}}
items={[

View File

@@ -131,9 +131,23 @@ export function FilterExpression<T extends RuleConditionEntity>({
return false;
}
if (
element instanceof HTMLElement &&
(element.closest('[data-testid="account-autocomplete-modal"]') ||
element.closest('[data-testid="payee-autocomplete-modal"]') ||
element.closest('[data-testid="category-autocomplete-modal"]'))
) {
return false;
}
return true;
}}
style={{ width: 275, padding: 15, color: theme.menuItemText }}
style={{
width: 275,
padding: 15,
color: theme.menuItemText,
zIndex: '2500 !important',
}}
data-testid="filters-menu-tooltip"
>
<FilterEditor

View File

@@ -518,7 +518,7 @@ export function FilterButton<T extends RuleConditionEntity>({
items={[
...translatedFilterFields
.filter(f => (exclude ? !exclude.includes(f[0]) : true))
.sort()
.sort((a, b) => a[0].localeCompare(b[0]))
.map(([name, text]) => ({
name,
text: titleFirst(text),
@@ -555,9 +555,23 @@ export function FilterButton<T extends RuleConditionEntity>({
return false;
}
if (
element instanceof HTMLElement &&
(element.closest('[data-testid="account-autocomplete-modal"]') ||
element.closest('[data-testid="payee-autocomplete-modal"]') ||
element.closest('[data-testid="category-autocomplete-modal"]'))
) {
return false;
}
return true;
}}
style={{ width: 275, padding: 15, color: theme.menuItemText }}
style={{
width: 275,
padding: 15,
color: theme.menuItemText,
zIndex: '2500 !important',
}}
data-testid="filters-menu-tooltip"
>
{state.field && (

View File

@@ -313,7 +313,7 @@ export function ConfigServer() {
switch (error) {
case 'network-failure':
return t(
'Server is not running at this URL. Make sure you have HTTPS set up properly.',
'Connection failed. If you use a self-signed certificate or were recently offline, try refreshing the page. Otherwise ensure you have HTTPS set up properly.',
);
default:
return t(

View File

@@ -47,7 +47,7 @@ export function ActionableGridListItem<T extends object>({
if (active) {
dragStartedRef.current = true;
api.start({
void api.start({
x: Math.max(-actionsWidth, Math.min(0, currentX)),
onRest: () => {
dragStartedRef.current = false;
@@ -61,7 +61,7 @@ export function ActionableGridListItem<T extends object>({
currentX < -actionsWidth / 2 ||
(vx < -0.5 && currentX < -actionsWidth / 5);
api.start({
void api.start({
x: shouldReveal ? -actionsWidth : 0,
onRest: () => {
dragStartedRef.current = false;
@@ -119,6 +119,8 @@ export function ActionableGridListItem<T extends object>({
padding: 16,
textAlign: 'left',
borderRadius: 0,
justifyContent: 'flex-start',
alignItems: 'flex-start',
}}
onClick={handleAction}
>
@@ -138,7 +140,7 @@ export function ActionableGridListItem<T extends object>({
{typeof actions === 'function'
? actions({
close: () => {
api.start({
void api.start({
x: 0,
onRest: () => {
setIsRevealed(false);

View File

@@ -79,6 +79,7 @@ InputField.displayName = 'InputField';
type TapFieldProps = ComponentPropsWithRef<typeof Button> & {
rightContent?: ReactNode;
alwaysShowRightContent?: boolean;
textStyle?: CSSProperties;
};
@@ -105,6 +106,7 @@ export function TapField({
children,
className,
rightContent,
alwaysShowRightContent,
textStyle,
ref,
...props
@@ -135,7 +137,7 @@ export function TapField({
{value}
</Text>
)}
{!props.isDisabled && rightContent}
{(!props.isDisabled || alwaysShowRightContent) && rightContent}
</Button>
);
}

View File

@@ -59,7 +59,7 @@ export function MobileNavTabs() {
// when cancel is true, it means that the user passed the upwards threshold
// so we change the spring config to create a nice wobbly effect
setNavbarState('open');
api.start({
void api.start({
y: OPEN_FULL_Y,
immediate: isTestEnv,
config: canceled ? config.wobbly : config.stiff,
@@ -71,7 +71,7 @@ export function MobileNavTabs() {
const openDefault = useCallback(
(velocity = 0) => {
setNavbarState('default');
api.start({
void api.start({
y: OPEN_DEFAULT_Y,
immediate: isTestEnv,
config: { ...config.stiff, velocity },
@@ -83,7 +83,7 @@ export function MobileNavTabs() {
const hide = useCallback(
(velocity = 0) => {
setNavbarState('hidden');
api.start({
void api.start({
y: HIDDEN_Y,
immediate: isTestEnv,
config: { ...config.stiff, velocity },
@@ -199,7 +199,7 @@ export function MobileNavTabs() {
} else {
// when the user keeps dragging, we just move the sheet according to
// the cursor position
api.start({ y: oy, immediate: true });
void api.start({ y: oy, immediate: true });
}
},
{

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