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194 Commits

Author SHA1 Message Date
Julian Dominguez-Schatz
5459b8baca 🔖 (25.9.0) (#5663)
* 🔖 (25.9.0)

* Remove used release notes

* Empty commit to bump CI

* Add release notes for PR #5663

* Remove AI-generated release note

---------

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2025-09-03 19:27:22 -04:00
Julian Dominguez-Schatz
073d91a7b7 Fix income modal balance not showing (#5659)
* Fix income modal balance not showing

* Add release notes
2025-09-02 10:02:44 -04:00
Gediminas Lelešius
58a638cee2 [fix] Support webRoot being in a hidden folder (e.g. .cache) (#5643)
Fixes #5642 and makes npx and pnpx work for @actual/sync-server
2025-08-29 15:52:29 -04:00
milanalexandre
23f1bae7db [fix] Adjust modal styles and text wrapping in TransactionError (#5634)
* adaptive size of the modal

* add relese note

---------

Co-authored-by: Alex <Alex>
2025-08-27 13:24:31 -04:00
Matt Fiddaman
57240284a3 fix health check script (#5631)
* fix health-check

* note
2025-08-26 16:10:45 -04:00
Matiss Janis Aboltins
6c6d8931bb Release Pluggy bank-sync integration (#5628) 2025-08-26 18:17:20 +01:00
Michael Clark
cae8fa4e6f :electron: Building bcrypt for correct architecture during packaging (#5623)
* rebuilding bcrypt

* release notes
2025-08-25 09:41:45 +01:00
Michael Süssemilch
48ae371ecc fix: crash on filtering by amount (#5608)
* fix: crash on filtering by amount

* doc: add release notes
2025-08-23 10:55:22 +01:00
Matiss Janis Aboltins
e8d93fb797 Implement responsive DateSelect component for mobile view (#5607) 2025-08-22 22:13:16 +01:00
Joel Jeremy Marquez
6790f99de2 [Mobile] Show uncategorized/overspending totals on budget banners (#5605)
* [Mobile] Show uncategorized/overspending totals on budget banners

* Cleanup

* Update VRT

* Coderabbit feedback

* Remove console.log

* Rename release notes

* Use Array.from

---------

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2025-08-21 21:26:55 -07:00
Joel Jeremy Marquez
68f0b05aed [Redux] Rename queriesSlice to transactionsSlice (#5598)
* Move getAccountsById to accountsSlice

* [autofix.ci] apply automated fixes

* [Redux] Rename queriesSlice to transactionsSlice

* Fix import

* Release notes

* Remove nonexistent saved state

* [autofix.ci] apply automated fixes

---------

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2025-08-21 18:16:43 -07:00
Joel Jeremy Marquez
c954d3924e [Redux] Move tags states from queriesSlice to tagsSlice (#5597)
* Update packages/desktop-client/src/queries/queriesSlice.ts

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

* [autofix.ci] apply automated fixes

* Move getAccountsById to accountsSlice

* [autofix.ci] apply automated fixes

* [Redux] Move tags states from queriesSlice to tagsSlice

* Fix lint + release notes

---------

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2025-08-21 15:31:06 -07:00
Joel Jeremy Marquez
adf4bd2d0f Enable Make Transfer menu for child transactions (#5604) 2025-08-21 15:24:16 -07:00
Matiss Janis Aboltins
102c6eaff6 Enhance responsiveness of GenericInput in RuleEditor component for mobile devices (#5601)
* Enhance responsiveness of GenericInput in RuleEditor component for mobile devices

* Refactor ActionEditor layout in RuleEditor component for improved responsiveness

- Adjusted styles for the View components to enhance layout flexibility.
- Ensured the GenericInput component maintains appropriate minimum width based on method type.
- Updated Stack component to prevent shrinking, improving overall UI consistency.
2025-08-21 22:17:17 +01:00
Joel Jeremy Marquez
21105fc25b [Redux] Move category states from queriesSlice to budgetSlice (#5593)
* Update packages/desktop-client/src/queries/queriesSlice.ts

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

* [autofix.ci] apply automated fixes

* Move getAccountsById to accountsSlice

* [autofix.ci] apply automated fixes

* Fix merge error

* [autofix.ci] apply automated fixes

* [Redux] Move category states from queriesSlice to budgetSlice

* Move getCategoriesById to budgetSlice + fix lint

* Fix lint

* [autofix.ci] apply automated fixes

* Fix typecheck

* Add new slices to boundActions

---------

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2025-08-21 14:15:30 -07:00
Matiss Janis Aboltins
c69142f58e Refactor schedule handling in ManageRules component (#5600)
- Updated the ManageRules component to use ScheduleEntity type for schedules.
- Improved the describeSchedule function to include type annotations for better clarity.
- Added a conditional check to handle cases where the schedule may not exist, ensuring robust functionality.
2025-08-21 20:09:21 +01:00
Matiss Janis Aboltins
fe32bf14c6 Mobile rules - update default stage to be "default" instead of "pre" (#5587) 2025-08-21 19:24:52 +01:00
Joel Jeremy Marquez
92e43bc3b5 [Redux] Move payee states from queriesSlice to payeesSlice (#5592)
* Update packages/desktop-client/src/queries/queriesSlice.ts

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* [autofix.ci] apply automated fixes

* Move getAccountsById to accountsSlice

* [autofix.ci] apply automated fixes

* [Redux] Move payee states from queriesSlice to payeesSlice

* Fix merge error

* Fix merge error

* [autofix.ci] apply automated fixes

* [autofix.ci] apply automated fixes (attempt 2/3)

* Fix import

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2025-08-21 08:51:38 -07:00
Joel Jeremy Marquez
165be3d0df [Redux] Move account states from queriesSlice to accountsSlice (#5581)
* Add rejected reducers

* Add dirty states

* Update packages/desktop-client/src/queries/queriesSlice.ts

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

* [autofix.ci] apply automated fixes

* [Redux] Move account states from queriesSlice to accountsSlice

* Release notes

* Move getAccountsById to accountsSlice

* [autofix.ci] apply automated fixes

---------

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2025-08-21 08:16:22 -07:00
youngcw
3dd22994b7 fix bug (#5594) 2025-08-21 07:56:09 -07:00
Michael Clark
96bfc69332 Command bar VRTs (#5591)
* command bar vrts

* release notes

* reduce flakiness

* oh

* add screenshots back in

* Update VRT

* trigger

* reducing screenshots

* Update VRT

* trigger

* jeez

---------

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2025-08-21 09:08:46 +01:00
Joel Jeremy Marquez
284fc13161 [Mobile] Do not show transfer transactions on uncategorized transactions view/page (#5589)
* [Mobile] Do not show transfer transactions on uncategorized transactions view/page

* [autofix.ci] apply automated fixes

* Rename

* Add release notes for PR #5589

* Change release notes to bugfix

---------

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2025-08-20 14:09:53 -07:00
Matiss Janis Aboltins
30102b1474 Revert "Dispatch github ci jobs after running update-vrt workflow (#5586)" (#5590)
This reverts commit 3a8eb96d76.
2025-08-20 21:28:27 +01:00
Matiss Janis Aboltins
3a8eb96d76 Dispatch github ci jobs after running update-vrt workflow (#5586)
* Enhance CI workflows to support repository dispatch events and improve branch handling

- Added support for `repository_dispatch` events in build, check, and codeql workflows.
- Updated concurrency group to include `client_payload.pr_number` for better context.
- Modified checkout steps to reference the correct branch from `client_payload` if available.

* Add release notes for PR #5586

---------

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2025-08-20 21:12:16 +01:00
Joel Jeremy Marquez
91a8bc3ef1 Prevent unnecessary calls to DB if same redux action is already pending (#5579)
* Prevent unnecessary calls to DB if same redux action is already pending

* [autofix.ci] apply automated fixes

* Release notes

* Add rejected reducers

* Add dirty states

* Remove commented code

* Update packages/desktop-client/src/queries/queriesSlice.ts

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* Update packages/desktop-client/src/queries/queriesSlice.ts

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* Update packages/desktop-client/src/queries/queriesSlice.ts

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* Update packages/desktop-client/src/queries/queriesSlice.ts

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* Update packages/desktop-client/src/queries/queriesSlice.ts

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* [autofix.ci] apply automated fixes

* Coderabbit feedback

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2025-08-19 19:42:15 -07:00
Julian Dominguez-Schatz
dc2ab4843f Connect automations UI to backend (#5533)
* Connect automations UI to backend

* Fix integer -> amount

* Add release notes

* Fix length check

* No layout shift

* Coderabbit: decimal places
2025-08-19 20:30:09 -04:00
Matt Fiddaman
89e5676cfb only show schedule name in notes for upcoming transactions (#5580) 2025-08-19 19:06:27 -04:00
POGMAN
645342d47d Compute color of tags text for dark mode (#5574) 2025-08-19 10:16:45 -07:00
Julian
116c695964 fix filter transactions by closed account transfer payee (#5438)
* fix filter transactions by closed account transfer payee

* apply equivalent ignore pattern to arguments as variables in eslint

* [autofix.ci] apply automated fixes

---------

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2025-08-19 08:14:40 -07:00
Joel Jeremy Marquez
a5d18929c8 Fix AutoTextSize warnings (#5576)
* Fix AutoTextSize warnings

* Release notes
2025-08-19 08:14:21 -07:00
Matt Fiddaman
989d332e1b fix rerender loop in calendar card (#5573) 2025-08-18 11:19:45 -04:00
Michael Clark
169d08e721 🗑️ Remove old sourcemap and process package (#5567)
* remove old sourcemap package and process package

* release notes

* Update 5567.md
2025-08-18 08:54:44 +01:00
milanalexandre
a74da11904 translate import transactions (#5565)
* translate import transactions

* translate import transactions headers

* add relese note

* feed back

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

---------

Co-authored-by: Alex <Alex>
Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com>
2025-08-17 07:39:55 -07:00
Michael Clark
cccd66713d 🗑️ Remove unused package (reselect) (#5566)
* remove unused package

* release notes
2025-08-16 21:04:41 +01:00
Matiss Janis Aboltins
1ce53b2762 feat(mobile): ability to delete rules (#5556) 2025-08-16 17:56:22 +01:00
milanalexandre
d75f984186 Translate closing account and more (#5549)
* translate

* add relese note

* Update VRT

* feed back

* Update VRT

* revert vrt

* avoid duplicate translations

* translate rename save butons (reports custom)

---------

Co-authored-by: Alex <Alex>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-08-15 18:06:38 -07:00
Matiss Janis Aboltins
692ade7254 Extract mobile rules form to a new page (#5516) 2025-08-14 21:52:47 +01:00
dependabot[bot]
da0ac0b144 Bump tmp from 0.2.1 to 0.2.5 (#5551)
Bumps [tmp](https://github.com/raszi/node-tmp) from 0.2.1 to 0.2.5.
- [Changelog](https://github.com/raszi/node-tmp/blob/master/CHANGELOG.md)
- [Commits](https://github.com/raszi/node-tmp/compare/v0.2.1...v0.2.5)

---
updated-dependencies:
- dependency-name: tmp
  dependency-version: 0.2.5
  dependency-type: indirect
...

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2025-08-13 22:07:53 +01:00
Michael Clark
be20f65b6e 🛠️ Moving loot-core to Vite (#5379)
* Moving loot core to Vite
2025-08-13 20:49:48 +01:00
Joel Jeremy Marquez
1067e32028 [Mobile] Fix preview transactions not loading in multi-account views and uncategorized splits not loading (#5072)
* Fix preview transactions not loading in multi-account views and uncategorized splits not loading

* Update release notes

* Fix typecheck error

* Coderabbit feedback

* Fix lint error

* Fix banners

* Fix uncategorized view to use new route

* Updates

* Update VRT

* Dummy commit

* Fix lint

* [autofix.ci] apply automated fixes

* Update loading

* Coderabbit feedback

* [autofix.ci] apply automated fixes

* Delete old snapshots

* Translate Closed

* Update Closed translation

* Update translation

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

* [autofix.ci] apply automated fixes

---------

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Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-08-13 11:05:05 -07:00
Johannes Maas
dcb1c69e67 Display absolute date of reconciliation (#5521) 2025-08-13 13:47:27 -04:00
Matiss Janis Aboltins
f084e28086 Added CODEOWNERS file (#5544) 2025-08-12 22:10:10 +01:00
Joel Jeremy Marquez
f54e459e03 Fix transaction hooks and improve transactions loading experience in mobile (#5415)
* Fix transaction hooks and improve transactions loading experience in mobile

* Allow skipping of running balance calculation on preview transactions + recalculate running balances if there are any inversed transaction amounts

* [autofix.ci] apply automated fixes

* Disable PullToRefresh when transaction list is in loading state (See #5080)

* Cleanup

* Add calculateRunningBalancesTopDown to calculate top down from starting balance

* update balance sheet value

---------

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2025-08-12 13:57:17 -07:00
Matiss Janis Aboltins
ccdde60bfe TypeScript: convert edit rules modal (#5543) 2025-08-12 21:41:13 +01:00
Michael Süssemilch
712d315229 fix: hidden category selection and include hidden when they are shown on budget (#5526)
* fix: hidden category selection

* chore: add (hidden) to hidden categories and groups

* feat: add hidden category to filter

* feat: show hidden categories in mobile

* refactor: remove unused variable
2025-08-12 12:57:54 -07:00
milanalexandre
31c6362307 Fix SpendingCard crash (#5541) 2025-08-12 09:51:10 -04:00
CyberSardinha
d1519993d6 Add gocardless support for Stadtsparkasse München (#5383)
* Add files via upload

* added credits to the original author Nebukadneza

* [autofix.ci] apply automated fixes

* Create 5383.md

* Improve Stadtsparkasse München GoCardless transaction parsing

* Improve Stadtsparkasse München GoCardless transaction parsing

* Update 5383.md

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-08-12 01:18:55 -04:00
Julian Dominguez-Schatz
ebde78434a Add backend logic to support automations UI (#5532)
* Add backend logic to support automations UI

* Fix tests

* Add release notes

* PR feedback: default priority

* PR feedback: template_settings

* PR feedback: batch

* PR feedback: no remainder special-casing

* Simplify SQL

* Fix tests

* Coderabbit

* Schema default
2025-08-11 23:39:09 -04:00
Matiss Janis Aboltins
8fcaff8e3a Fix display of link schedules condition (#5529) 2025-08-09 16:34:02 +01:00
dependabot[bot]
13bc99738f Bump tmp from 0.2.1 to 0.2.4 (#5504)
Bumps [tmp](https://github.com/raszi/node-tmp) from 0.2.1 to 0.2.4.
- [Changelog](https://github.com/raszi/node-tmp/blob/master/CHANGELOG.md)
- [Commits](https://github.com/raszi/node-tmp/compare/v0.2.1...v0.2.4)

---
updated-dependencies:
- dependency-name: tmp
  dependency-version: 0.2.4
  dependency-type: indirect
...

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2025-08-09 01:39:06 -04:00
Junyuan Zheng
959824d317 [BUG] Fix incorrect mathematic calculation in reconcile window (#5528)
* [Bug 5527] Fix incorrect mathmatic equation in resoncile window

* fix linter

* update

* add note

* [autofix.ci] apply automated fixes

* fix linter

* fix linter & type

* fix typing error

* fix lint and typing

* add test

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-08-09 01:26:06 -04:00
ShayanAraghi
2abc144b03 Add fix for unfocusing the date disabling all other buttons (#5519)
* Add fix for unfocusing the date disabling all other buttons

* Add Release notes
2025-08-08 11:41:12 -07:00
dgliwka
71250f5fb7 [WIP] add Polish Złoty currency (#5472)
* add Polish Złoty currency

* Add release note

* Add Polish Złoty currency

* Delete upcoming-release-notes/5672.md
2025-08-08 09:40:52 -07:00
Michael Süssemilch
c5f050f6f8 fix: negative numbers in summary report (#5520)
* fix: negative numbers in summary report

* doc: add release notes
2025-08-08 12:32:48 -04:00
r1ch
0d46e221f9 Fix missing space on MergeUnusedPayeesModal (#5523)
* Missing space MergeUnusedPayeesModal.tsx

Create PR branch

* Create 5523.md

* [autofix.ci] apply automated fixes

* Update MergeUnusedPayeesModal.tsx

* Add parent

---------

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2025-08-08 09:31:55 -07:00
Matiss Janis Aboltins
6bf2f581a3 Extracted rule editor outside of the modal and into its own component (#5518) 2025-08-07 22:38:44 +01:00
POGMAN
3c34603111 Add 'Prior year to date' time range (#5419)
* add 'Last year to date' time range

* Rename 'Last YTD' to 'Prior YTD'

* Day accurate prevYear for Prior YTD

* Update VRT
2025-08-07 13:31:12 -07:00
milanalexandre
3e488ae8f7 Fix translate payees page (#5514)
* Payees page

* edit rule

format

* add relese note

* feed back

---------

Co-authored-by: Alex <Alex>
2025-08-07 15:51:25 -04:00
Emil George
bacf3091b6 [4036] - Fix Payee Name Overflow (#5489)
* fix: update payee name overflow styles

* chore: add release note

* fix: use text one line component
2025-08-07 10:16:05 -07:00
Emil George
ac77c0f360 Add Indian Rupee (INR) Currency (#5483) 2025-08-07 11:49:21 -04:00
r1ch
e21256e7a2 [WIP] Fix display of old payee name in MergeUnusedPayees modal (#5485) 2025-08-07 09:35:16 -04:00
Joel Jeremy Marquez
22237d11ca Add Philippine Peso currency (#5507) 2025-08-06 17:39:49 -07:00
milanalexandre
63604c1161 Fix translate custom report and rule (#5486)
* translate Allocation Methods

* fix translate Action

translate Split info

* translate date range

* translate monthly spending

* translate shorter filter

* translate date filter reports custom

* add relese note

---------

Co-authored-by: Alex <Alex>
2025-08-06 15:14:36 -07:00
Michael Süssemilch
74b95ca83e feat(currency): add to reports (#5283)
* feat(currency): add to networth report

* feat(currency): add to cashflow report

* feat(currency): add to spending report

* feat(currency): add to summary report

* feat(currency): add to calendar report

* feat(currency): add to custom report

* chore: add release note

* chore(rename): rename formatFunc to format

* fix: missing average rounding

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-08-06 18:05:37 -04:00
Matiss Janis Aboltins
6a9028464b Mobile rules page (#5390) 2025-08-06 23:00:08 +01:00
Matt Fiddaman
186d417c6e make bulk notes prepend/append behaviour consistent with rules (#5464) 2025-08-06 16:26:10 -04:00
Alex Camilleri
c898116412 Added Länsförsäkringar bank (#5479)
* Added Länsförsäkringar

* Release Notes

---------

Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
2025-08-06 21:21:27 +01:00
Matt Fiddaman
85bd6bfb81 hide hold for next month option when "to budget" is negative (#5496) 2025-08-06 13:12:58 -04:00
Matiss Janis Aboltins
72616376e2 Enhance Tooltip component with close delay functionality (#5475) 2025-08-06 08:49:20 +01:00
Matt Fiddaman
136ad055f7 ♻️ bump sync-server dependencies (#5497)
* bcrypt 5.0.2 -> 6.0.0

* supertest 6.3.4 -> 7.1.4

* pluggy-sdk 0.70.1 -> 0.74.0

* types

* better-sqlite3 11.10.0 -> 12.2.0

* express-rate-limit 7.5.0 -> 8.0.1

* babel/core 7.27.1 -> 7.28.0

* typescript 5.8.3 -> 5.9.2

* node types

* note

* typechecker
2025-08-06 02:00:04 -04:00
Matt Fiddaman
c621f68e0a fix live report date mode not supporting a 2 month window (#5495)
* allow live report date ranges 2 months wide

* note
2025-08-05 23:19:54 -04:00
Matt Fiddaman
4f611ca458 fix (#5493) 2025-08-05 22:12:11 -04:00
Matt Fiddaman
d98e8375a8 merge automatic package versioning GitHub workflows (#5480)
* merge bump-package-versions script with get-next-package-version

* note

* appease the rabbit

* add update flag to node script

* use update flag in workflow

* not much has changed but they live underwater
2025-08-05 22:06:37 -04:00
passabilities.eth
4f50c1a889 Display Schedule Name in Upcoming Tx Notes (#5482)
* show schedule name in notes for upcoming scheduled transactions

* release notes
2025-08-05 21:36:34 -04:00
Matiss Janis Aboltins
0fa582b3d3 feat: show/hide balance graph in side nav (#5452) 2025-08-05 21:35:33 +01:00
Matt Fiddaman
80cd2cf347 prevent closing an account into itself (#5462)
* prevent closing account into itself

* note

* prevent at API level too
2025-08-05 15:11:01 -04:00
milanalexandre
f328332ab2 fix translations on the "new transaction" and "list" page on mobile (#5471)
* fix 'frome'/'to' && 'Split'...

* add relese note

* fomat

---------

Co-authored-by: Alex <Alex>
2025-08-05 01:15:45 -04:00
Chai
7465bdb54d fix: missing table column on mobile devices (#5126)
* fix: missing table column

* chore: better releasenote

* chore: incorrect filename

* Update VRT

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-08-04 21:31:01 -04:00
milanalexandre
1ad3406e84 Fix/i18n translate status and date (#5411)
* add translations for StatusLabel

* add translations for BalanceHistoryGraph (date)

* add random translations

* Update setHoveredValue update to avoid a crash

format

* add relese note

* feed back

---------

Co-authored-by: Alex <Alex>
2025-08-04 20:48:41 -04:00
Matt Fiddaman
48166952ce add Qatari Riyal currency symbol (#5456)
* add Quatari Riyal currency symbol

* note
2025-08-04 20:43:03 -04:00
Matt Fiddaman
994b959050 parallelise contributor points calculations (#5465) 2025-08-04 18:46:33 -04:00
Çağdaş Şenel
7f4f5005a5 Add currencies SEK and TRY (#5477)
* Add SEK and TRY

* Add SEK and TRY to translations

* Add release notes
2025-08-04 20:09:29 +01:00
ShayanAraghi
1e05b169c8 Truncate multiple payee names with ellipsis to prevent layout overflow in the payee column. (#5418)
* Have the multiple payee text overflow with ellipsis

* [autofix.ci] apply automated fixes

* Add release notes

* add minWidth to the payee text

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-08-04 11:28:07 -07:00
POGMAN
c54a5b3405 Use null as tag color by default (fallback to theme color) and stricter tag validation (#5398)
* Use null as tag color by default (fallback to theme color) and stricter tag validation

* Set ColorPicker's defaultValue props

* Set default tag color in first position

* Make ColorSwatchPicker configurable

Easier to change colors and how they are presented
2025-08-04 11:27:44 -07:00
milanalexandre
5c11a0a51a Fix missing translations (#5396)
* add missing translations

* add relese note

* add missing translations (no note)

---------

Co-authored-by: Alex <Alex>
2025-08-04 11:26:17 -07:00
milanalexandre
8f69669cc6 Fix translate rule stages (#5421)
* add translation support for rule stages

* add relese note

* fix test

* feed back

---------

Co-authored-by: Alex <Alex>
2025-08-04 11:25:56 -07:00
Matt Fiddaman
9ebdba27fd import category notes from nYNAB (#5461)
* import category notes from nYNAB

* note

* typecheck

* add notes to test file
2025-08-04 14:24:42 -04:00
Jakub Kuczys
8df3d23e03 Allow Docker image build by workflow dispatch on forks (#5404)
* Allow Docker image build by workflow dispatch on forks

* Add release note
2025-08-04 14:23:59 -04:00
ShayanAraghi
5d238c238d fix: move add specific days onto the next row and dynamically increased the width of the numbered input (#5406)
* fix: Move Add Specific Days to next line and dynamically increase the width of the numbered input box

* [autofix.ci] apply automated fixes

* Add Release Notes

* Update the release notes summary

* Update width from px to ch

* Update schedule date modal to expand when repeat every number increases

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-08-04 14:23:37 -04:00
Julian
e69235a35b fix responsiveness of mobile navigation with longer translation strings (#5429)
* fix responsiveness of mobile navigation with longer translation strings

* [autofix.ci] apply automated fixes

* Update VRT

* Update VRT

---------

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>
2025-08-04 14:23:26 -04:00
Matt Fiddaman
611f7b046a make payeeName fall back to default if the custom mapped bank sync field is missing (#5460)
* payeeName should fallback if custom mapped field is empty

* note
2025-08-04 14:23:14 -04:00
Matt Fiddaman
ee8f7453ba add tooltip for detailed last sync time on bank sync page (#5458) 2025-08-04 14:23:04 -04:00
Matt Fiddaman
380fae1ccd fix tag colors when using the light theme as system default (#5457)
* fix tag colouring on system default light theme

* note
2025-08-04 14:22:51 -04:00
Matt Fiddaman
8d84f16604 improvements to release PR points counting logic (#5450)
* do not credit reviewers of release PRs

* make release regex more flexible
2025-08-02 15:31:04 -04:00
Michael Clark
239a087542 🐛 Paginate the count points list files call (#5448)
* paginate the count points list files call

* fix tier assignment

* paginate the count points list files call

* fix tier assignment

* ensure utc dates and fix issue filtering to include issues updated in other months
2025-08-02 18:33:18 +01:00
github-actions[bot]
895d69f875 🔖 (25.8.0) (#5447)
* 🔖 (25.8.0)

* Remove used release notes

---------

Co-authored-by: matt-fidd <81489167+matt-fidd@users.noreply.github.com>
Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>
2025-08-02 11:39:18 -04:00
Matt Fiddaman
1cb5e97fab fix reconcile input being hidden when empty (#5446)
* fix bug when reconcile box is empty

* note
2025-08-01 22:00:02 -04:00
Matt Fiddaman
13bd08d243 clarify ai release note comment (#5440) 2025-08-01 17:03:20 -04:00
ShayanAraghi
d946852ee9 Clear active edit on mobile when clicking out of notes field (#5430)
* clear active edit on mobile when clicking out of notes field

* Add release notes
2025-08-01 00:19:52 -04:00
Julian
4cdff76547 fix crash when enter is used to submit empty date in date picker (#5423) 2025-07-31 20:19:54 -07:00
youngcw
1a1975b5ab fix auto hold on new categories (#5434) 2025-07-31 20:18:09 -07:00
youngcw
6e2154d401 Revert "Mobile running balance" because its causing extreme slowness in large accounts. (#5405)
* Revert "Mobile running balance (#5219)"

This reverts commit a20805bfae.

* Add release notes for PR #5405

* retain added translation

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-07-30 12:57:28 -07:00
POGMAN
45bfd23daa Do not search tags in deleted transactions (#5409) 2025-07-28 07:17:03 -07:00
POGMAN
c44b32805f fix tag matching of filter and make hasTags op case-sensitive (#5386)
Co-authored-by: youngcw <calebyoung94@gmail.com>
2025-07-26 09:03:48 -07:00
Matiss Janis Aboltins
45530638fe Fix potential undefined points issue in contributor points calculation (#5393) 2025-07-26 07:48:09 +01:00
youngcw
a15ff85c20 Fix tags not syncing properly (#5387)
* start

* migration

* don't show deleted tags in list

* tag updates (#5389)

* upsert tag to ensure uniqueness

and insert default-tag in migration

* remove ability to change default tag color

---------

Co-authored-by: pogman-code <adrian.maurin@gmail.com>

* tags fixes (#5391)

* better tag validation

* fix typecheck issues

* update note

---------

Co-authored-by: pogman-code <adrian.maurin@gmail.com>
2025-07-25 14:32:52 -07:00
Matiss Janis Aboltins
1861060bda Fix undefined points error in contributor points (#5392) 2025-07-25 21:14:29 +01:00
Koen van Staveren
9281acb819 fix: reconcile select number on click (#5373) 2025-07-23 14:50:17 -07:00
youngcw
dc86441809 Fix template priority sorting (#5380)
* fix

* lint
2025-07-23 14:48:32 -07:00
passabilities.eth
78bcac95ed [Enhancement] Disable Sidebar Tooltip on Touchscreen Device (#5362)
* check if device is not touchscreen to show account sidebar tooltip

* release notes
2025-07-23 18:34:34 +01:00
POGMAN
45610bae81 Add button to import existing tag from transactions notes (#5368)
* Add button to import existing tag from transactions notes

* fix ##non-tag matching

* 'find' tags instead of 'import' to avoid confusion

* add link to show transaction that have given tag

* use same style as PayeeTableRow's button
2025-07-23 09:57:43 -07:00
Christian Speich
f5a6700b21 Only use fund from local group during cleanup. (#5377)
When using local group cleanup, currently all funds available in To Budget are distributed into the sinks. This behaviour seems somwhat odd and also results in all later groups or the "global" cleanup run to possibly have no funds as they've been distributed before.

This patch now changes the group usage of cleanup, to only distribute funds made available by the group itself. If one also wants to sink money from To Budget into the category, a simple addtional `#cleanup sink`, will achieve this.

Fixes #5374

Signed-off-by: Christian Speich <christian@spei.ch>
2025-07-23 08:56:21 -07:00
Michael Clark
8cea059834 VRT's for Help menu (#5371)
* add some tests for help menu

* updating tests

* release notes

* fix lint

* Update VRT

* unneeded focus

* good wabbit

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-07-23 09:06:28 +01:00
dependabot[bot]
31b31f2edb bump form-data from 4.0.0 to 4.0.4 (#5365)
* Bump form-data from 4.0.0 to 4.0.4

Bumps [form-data](https://github.com/form-data/form-data) from 4.0.0 to 4.0.4.
- [Release notes](https://github.com/form-data/form-data/releases)
- [Changelog](https://github.com/form-data/form-data/blob/master/CHANGELOG.md)
- [Commits](https://github.com/form-data/form-data/compare/v4.0.0...v4.0.4)

---
updated-dependencies:
- dependency-name: form-data
  dependency-version: 4.0.4
  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>
2025-07-22 16:07:36 -04:00
Michael Clark
4b56e0cb54 ⌨️ Enhanced keyboard shortcuts modal (#5340)
* start to an enhanced keyboard shortcuts modal

* shortcut start

* poc

* still rough but getting closer

* refactor a bit

* types

* bits

* renaming

* clarifying comment

* release notes

* suggestions

* adding initial focus state on the search

* fix lint
2025-07-22 18:48:16 +01:00
Matt Fiddaman
f8dd4897e7 fix datepicker month input validation to allow mm/yyyy on resubmission (#5356)
* fix datepicker month input validation

* note

* fix year too

* keep mm/yyyy format consistent

* [autofix.ci] apply automated fixes

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-07-22 12:27:19 -04:00
Matt Fiddaman
526d7a9baa add options to post schedule today or the next scheduled date (#5359)
* add option to post transaction today

* note

* Update VRT

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
2025-07-22 12:27:10 -04:00
Ciftci
af8f26f200 Fixes #5343: Color of the resize handle now adapts to color scheme (dark theme/midnight theme/light theme) (#5364)
* Added color variable pageTextLight to resizable handlers in overview.scss

* Generated release notes

* [autofix.ci] apply automated fixes

---------

Co-authored-by: seabeeberry <seri@Mac.fritz.box>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-07-21 22:32:24 -04:00
Elijah Olmos
548f36e8d6 feat(CommandBar): display account balances (#5355)
* feat(CommandBar): display account balances

* add release note

* rename release note
2025-07-21 12:36:05 -04:00
Matt Fiddaman
9aed1f400c fix crash when using bulk amount update (#5360) 2025-07-21 11:27:09 -04:00
Matt Fiddaman
59bcee9369 fix payee and transaction context menus when no items selected (#5358)
* fix context menus with no items selected

* note
2025-07-21 10:16:36 -04:00
Matt Fiddaman
ff7529f6e5 remove unused dependency express-response-size (#5361)
* remove unused dep

* note
2025-07-21 10:11:32 -04:00
Julian Dominguez-Schatz
77e99af297 Convert SelectLinkedAccountsModal to TypeScript (#5059)
* Convert `SelectLinkedAccountsModal` to TypeScript

* Add release notes

* Fix typo caught by Rabbit
2025-07-21 09:54:27 -04:00
POGMAN
82a3c97222 Add colors to ReportTable "Totals" row (#5104)
* add colors to ReportTable

* Update VRT

* use default color for zero values

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-07-21 02:23:30 -04:00
martijnhielema
cafcc823cb Add extra date format (#5353)
* Added dd-mm-yyyy date format for display.

* adding release note entry
2025-07-21 00:23:01 -04:00
passabilities.eth
582e27dbdb [Feature] Only Show Sidebar Tooltip on Desktop (#5352)
* only show sidebar tooltip on desktop

* release notes

* Update upcoming-release-notes/5352.md

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

* replace with media query checks

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-07-21 00:00:19 -04:00
Elijah Olmos
d747563915 feat(CommandBar): add aggregated acct views (#5348)
* feat(CommandBar): add aggregated acct views

* docs: generate release notes

* capitalize release note

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

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-07-19 18:14:06 -04:00
Ngoc Do
84dec137bb fix defaultCleared options not used when importTransactions (#5247) 2025-07-19 11:33:08 -04:00
Guillaume Taquet Gasperini
76de8bf67f Fix Boursorama GoCardless transaction ordering (#5344)
I wrongly thought that all the card transactions will always
have their first line with the `CARTE` identifier.
But as I have seen recently, it's not the case, and we shouldn't
rely on the ordering of the array returned by the Boursorama
GoCardless integration.

Thus, check for transaction patterns in all of the lines of the
unstructured array.

This addresses a true case (added in test) where the payee name
was wrongly extracted as being `110,04 Gbp / 1 Euro = 0,860763454`
2025-07-19 04:23:10 -04:00
passabilities.eth
5db7026435 fix: Save Account Notes (#5326)
* replace static function with useCallback

occasionally if you are editing the notes of an account and then open another account from the sidebar without first closing the popover, the note would be saved to both the current and previously opened account.

* reset tempNote on id change

* save notes only if changes are made

Previously, the notes were being saved unconditionally when closing the Notes modal. This update ensures that the save action is triggered only if the temporary notes differ from the existing note, reducing unnecessary events.
2025-07-18 19:00:26 +01:00
youngcw
e4a993ad67 🐛 improve budgeting of schedules templates (#5319)
* fix

* fix

* didn't need that

* prevent div by 0
2025-07-17 12:49:00 -07:00
Dreptschar
38ab63638a add action button to trigger applyBudgetTemplatesInGroup to mobile (#5293)
* add action button to trigger applyBudgetTemplatesInGroup

* add release note

* fix typos

* fix lint and typecheck findings

* [autofix.ci] apply automated fixes

* fix typecheck

---------

Co-authored-by: dreptschar <dreptschar@gmail.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
2025-07-16 09:50:03 -07:00
POGMAN
4eea349966 fix pseudo-element quotes in ColorPicker (#5335)
* fix pseudo-element quotes in ColorPicker

* Update upcoming-release-notes/5335.md

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

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-07-16 10:53:19 -04:00
Michael Clark
f66baeabd3 Add command palette to shortcuts modal (#5334)
* add command bar to shortcuts modal

* release notes

* release note
2025-07-15 19:48:16 +01:00
Joshua Taillon
19180138bb Add keyboard shortcuts to duplicate transaction, edit amount, and edit date (#5330)
* add kb shortcuts for duplicate, edit date, and edit amount

* release notes

* only allow editing amount if we can't merge

* [autofix.ci] apply automated fixes

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-07-14 21:37:47 +01:00
youngcw
7705a2df08 🐛 fix template priorities in the tracking budget when templating income (#5316) 2025-07-12 07:29:15 -07:00
Sai Pratyush Cherukuri
202af094af enhancement: add interval selector for net worth report (#5282)
* feat: add interval selector for net worth graph

* docs: add release notes

* chore: reformat code

* fix: resolve review comments

* Update VRT

* chore: dummy commit

* feat: handle intervals in net worth card

* fix: handle date ranges inclusively

* fix: enhance date formatting and normalise x-axis tick size

* [autofix.ci] apply automated fixes

* [autofix.ci] apply automated fixes (attempt 2/3)

* Update VRT

* feat: move interval selector inline

* fix: change label to current interval

* Update VRT

* feat: header wrapping for networth, calendar, cashflow and summary

* Update VRT

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
2025-07-11 12:28:34 -07:00
Margarida Reis
333e7ff7bc fix: apply context menu actions to all selected transactions and payees (#5269)
* fix: apply context menu actions to all selected transactions

when multiple transactions were selected and the user right-clicked on one transaction, context menu actions were only being applied to the right-clicked transaction instead of all selected transactions

* fix: apply context menu actions to all selected payees

when multiple payees were selected and the user right-clicked on one payee, context menu actions were only being applied to the right-clicked payee instead of all selected payees
2025-07-11 12:28:18 -07:00
Giorgio Grigolo
eb11e14e94 Added Bank of Valletta as a limited history bank (#5309) 2025-07-09 21:06:44 -04:00
youngcw
dbcfb63857 [Goals] limits for remainders (#5301)
* limits for remainders

* round if needed

* handle edge cases
2025-07-09 07:11:11 -07:00
youngcw
64f4d200dd Reword the overspending banner for tracking budget. (#5307)
* no hidden

* changes for tracking

* note and cleanup

* sentance case

* exclude income categories

* Update VRT

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-07-08 20:02:50 -07:00
Julian Dominguez-Schatz
4be7e03570 Fix a few typos mentioned on Weblate (#5211)
* Fix a few typos mentioned on Weblate

* Add release notes

* Update VRT

* Update VRT

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-07-08 21:05:00 -04:00
youngcw
ca969cc61b no hidden (#5305) 2025-07-08 10:29:19 -07:00
youngcw
682d439c34 [Goals] upgrade week template to be a periodic template (#5295)
* upgrade week template to periodic template

* note

* do it right

* tabs
2025-07-08 06:54:12 -07:00
youngcw
37d91a90f7 [Goals] Round template amounts if hide decimals is set (#5288)
* round amounts

* cleanup, handle not pref set

* move comment

* fix test

* bunny, add a test
2025-07-08 06:53:45 -07:00
Michael Clark
3a09d91399 :electron: Fix early server-started signification message (#5303)
* fix issue where server was telling parent process it was ready but was not finished listening

* release notes
2025-07-08 09:39:42 +01:00
POGMAN
405c8b986f Customize tags colors (#5032)
* add user defined tag colors

* use DB to store tag colors

* change specific tags_colors to generic tags

* move tag customization to its own page (pt. 1)

* move tag customization to its own page (pt. 2), edit description

* move tag customization to its own page (pt. 3), better default tag mgmt

* move tag customization to its own page (pt. 4), tag creation

* move tag customization to its own page (pt. 5), remove tags settings

* Update VRT

* nitpicking & code rabbit fixing

* remove spaces from tag and better partial Tag typing

* add tag similar to transaction add

* peer review updates (live preview)

* enable keyboard navigation

* fix lint errors

* live input for color picker

* disable 3 digit hex color live input

* add context menu

* add tags link to command bar

* Update VRT

* Update VRT

* fix lint issues

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
2025-07-07 12:42:26 -07:00
Rapha149
bd9f0aec89 Run rules on transactions created by a transfer. (#5279)
* Run rules on transactions created by a transfer.

* [autofix.ci] apply automated fixes

* [autofix.ci] apply automated fixes (attempt 2/3)

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-07-07 10:10:16 -07:00
spezzino
a4f0d5bca8 add notes to scheduled transactions table (#5290) 2025-07-07 10:10:01 -07:00
Michael Clark
0085c3b58a 💬 Added Discord link to the help menu for discoverability (#5286)
* adding our discord to the help menu so users can find community support

* better label

* derp

* release note

* derp
2025-07-04 21:48:02 +01:00
Ciftci
cfb0f51e36 Fixes #5278: Applied PrivacyFilter to balance graph display (and added conditionality whether user is hovering on the graph) (#5281)
* Apply PrivacyFilter to balance graph display

* Deleted empty line which was added by accident

* Added release note

* [autofix.ci] apply automated fixes

* isHovered state now conditionally deactivates PrivacyFilter if user hovers the graph

* [autofix.ci] apply automated fixes

---------

Co-authored-by: Seray Ciftci <seri@Mac.fritz.box>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-07-04 12:53:44 -07:00
Matt Fiddaman
2d95fe6d03 add some basic linting rules for translation consistency (#5212)
* lint rules

* trans rule

* migrate away from rulesDir config

* fixes

* prefer Trans to t()

* typechecker

* cleanup

* note

* typo

* extend regex to include punctuation

* extend fixer to handle imports

* autofixes from punctuation
2025-07-04 15:17:17 -04:00
Matiss Janis Aboltins
80bb4ab299 Update contributor points calculation logic (#5169) 2025-07-04 07:56:54 +01:00
Michael Süssemilch
2f71e007d6 feat(currency): add currency setting and format (#5167) 2025-07-04 07:56:23 +01:00
Julian Dominguez-Schatz
7b71374e79 Move remaining .d.ts files to .ts (#5208)
* Update CRDT protobuf generation to create a .ts file

* Move remaining .d.ts files to .ts

* Fix remaining type errors

* Ignore .d.ts files so we don't accidentally use them in the future

* Add release notes
2025-07-03 14:59:21 -04:00
Matt Fiddaman
c1d70722b8 use correct running balance when adding a new transaction (#5207) 2025-07-03 13:16:03 -04:00
POGMAN
2cd79960a9 Fix rule templating on date causing crash (#5259)
* fix rule templating on date causing crash

* apply coderabbit suggestion, more or less
2025-07-03 09:27:16 -07:00
Ciftci
9a6afda6de Fixes #5228 - has tag(s) filter now takes values when pressing Enter (#5263)
* Fixes #5228 - has tag(s) filter now takes values when typing quickly and pressing Enter

* Added release notes

* State of GenericInput now gets updated with every keystroke

---------

Co-authored-by: Seray Ciftci <seri@Mac.fritz.box>
2025-07-03 09:27:04 -07:00
lougeorge
979fa43c4a correctly ignore hidden categories when using "Set Average Budget" (#5239)
* fixed setAverage functions to ignore hidden categories

* Add logic to ignore hidden categories in budget actions

* Modify SQL statements in setAverage functions to also exclude categoryGroups and change DbViewCategory type definition to include hidden flag of the group a category belongs to

* [autofix.ci] apply automated fixes

* Revert setZero functionality to set all budget categories and category groups to zero, including hidden ones

* Add new type DbViewCategoryWithGroupHidden which includes a flag for whether the group a category belongs to is hidden or not, and have setAvg functions use that type instead

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-07-03 09:26:47 -07:00
youngcw
a20805bfae Mobile running balance (#5219)
* start

* small fix

* clean

* working for regular transactions

* working for schedules

* cleanup

* typing

* cleanup

* cleanup

* vrt

* bunny

* use pref

* use pref right, lint

* more lint

* vrt

* pass hasInitialBalances to isLoading

* remove comment

* Add option to calculate running balances in useTransactions hook

* Fix typecheck error

* Fix lint error

* use the updated hook

* typecheck

* simplify

* don't show balances when searching

* Add runningBalances to usePreviewTransactions and an option to set the starting balance to start running balance calculation from

* Add filter to usePreviewTransactions and set startingBalance to account and category preview transaction hooks

* use runningbalance from preview transactions hook

* lint

* lint;typecheck

* remove initial from preview balances

* remove unneeded type

* Apply suggestions from code review

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

* typecheck; align right; change color

* types

* add a menu item

* cleanup

* fix for loot-core migrated files

* lint;type

* fix import

* only schedules need fixed

* lint

* it works

* cleanup

* make lint happy

* [autofix.ci] apply automated fixes

* simplify a bit

* fix import

* feedback

* fixed regular transaction balance calculation

* fix numbers not showing

* fix schedule running balance

* note

* attempt to update properly

* type

* remove the useEffect that I don't think should be requred

* remove old note

* cleanup

* typeing

* I FINALLY FOUND THE PROBLEM

* cleaner balance calculation

* fixes

* fix zeros

---------

Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-07-03 09:26:28 -07:00
github-actions[bot]
485830c859 🔖 (25.7.1) (#5272)
* 🔖 (25.7.1)

* build

* Remove used release notes

---------

Co-authored-by: youngcw <28542559+youngcw@users.noreply.github.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>
2025-07-02 17:07:15 -07:00
youngcw
4aea6f4898 fix (#5270) 2025-07-02 12:07:49 -07:00
github-actions[bot]
1f828b6562 🔖 (25.7.0) (#5260)
* 🔖 (25.7.0)

* Empty commit to bump ci

* Remove used release notes

* Empty commit to bump CI

---------

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] <41898282+github-actions[bot]@users.noreply.github.com>
2025-07-01 14:35:37 -04:00
Mauritz Schild
ad9a84ddf1 Fixes #5238 last synced button text not visible on light theme. (#5241)
* Changed the buttonMenuText color for the light theme so that text is visible on light background as well.

* Updated the release notes.

* Change file name of release notes

* Remove button varient from use last synced total and restore light theme
values to previous.
2025-06-30 07:40:12 -07:00
Matiss Janis Aboltins
d9a171b249 fix: Tracking budget income budget fields missing in mobile view (#5251) 2025-06-29 18:51:04 +01:00
Matiss Janis Aboltins
e5c84d4ae0 Fix switching budget type requiring hard reload to take effect (#5253)
Fixes #5252
2025-06-29 17:43:32 +01:00
An Hoang
94a76a008d fix: reapply thousand separators before passing input to appendDecimals (#5220)
* fix: reapply thousand separators before passing input to appendDecimals

This ensures that the input going into `appendDecimals` is not malformed when the  `hideFraction` option is On, otherwise when hitting delete on the text `"1,234,567"`, it will result in the text `"1,234,56"` which the formatter will parse as `1234.56`. This doesn't happen when `hideFraction` is off since hitting delete on the text `"12,345.67"` results in `"12,345.6"`, which `appendDecimals` will happily handle in a separate case to provide `"1234.56"` as the input into `currencyToAmount`.

* Handle edge cases for reapplyThousandSeparators

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

* [autofix.ci] apply automated fixes

---------

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>
Co-authored-by: youngcw <calebyoung94@gmail.com>
2025-06-28 12:49:30 -07:00
Matiss Janis Aboltins
432c2b6165 Patch mobile issues - hold for next month, transfer (#5245) 2025-06-28 14:37:38 +01:00
0x4d4e
46eb2a7c38 Added a gocardless bank parser for Raiffeisen AT bank (#5244)
* Added a gocardless bank parser for Raiffeisen AT bank

* [autofix.ci] apply automated fixes

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-06-28 09:13:45 -04:00
Jeevan Shikaram
3214d5dd53 Update links pointing to /budgeting/users/. (#5246)
* Update links pointing to /budgeting/users/.

* Add release notes.
2025-06-28 00:27:27 -04:00
youngcw
66d8f1a631 Speed up balance history graph (#5229)
* speedy

* bunny, fill in missing data

* small cleanup

* Update packages/desktop-client/src/components/sidebar/BalanceHistoryGraph.tsx

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

* handle some edge cases, fix the month check

* better date formatting

* one more edge case

* fix

---------

Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
2025-06-27 12:59:32 -07:00
youngcw
e3aa63d1fa don't import deleted split lines ynab4 (#5226)
* don't import deleted split lines

* Update upcoming-release-notes/5226.md

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

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-06-23 14:28:24 -07:00
Michael Clark
9478707ebb Prevent forks from running nightly worfkflows (#5213)
* dont run nightly worfkflow on forks

* dont run nightly worfkflow on forks

* release notes
2025-06-21 19:04:24 +01:00
Matt Fiddaman
9952412e1d [WIP] 🌍 Mark more files for translation (#5209)
* translate more files

* prefer Trans component in JSX where possible

* note

* [autofix.ci] apply automated fixes

* aria-label

* more...

* [autofix.ci] apply automated fixes

* review

* [autofix.ci] apply automated fixes

* more review

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-06-21 02:11:49 -04:00
Matt Fiddaman
8231bbbf5a 🌍 mark titlebar strings for translation (#5206)
* translate title bar

* note

* Update VRT

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-06-21 01:45:20 -04:00
Julian Dominguez-Schatz
eadd88ce31 Move more .d.ts files to .ts (#5204)
* Rename .d.ts files to .ts

* Fix type and lint errors

* Add release notes

* CodeRabbit feedback
2025-06-21 00:16:55 -04:00
youngcw
6c61cf6a8d Revert "Mobile running balance (#4809)" (#5205)
This reverts commit 2c87c44168.
2025-06-20 20:37:24 -07:00
Matt Fiddaman
0fb9c252ca improve compatibility with OFX/QFX files (#5203)
* support ofx files with space in opening tag

* note
2025-06-20 22:21:32 -04:00
Guillaume Taquet Gasperini
d73ead135e Improve Boursobank Gocardless transaction parsing (#5202)
* Fix Boursobank transfer parsing

As per the comments on https://github.com/actualbudget/actual/pull/4958#issuecomment-2988814739,
the Boursobank transfer parsing was not working correctly.

Indeed, the array returned by GoCardless for transfers is randomly
ordered. So we cannot rely on the first line to know its type.

To work around this, the code gets a bit more complex by:
- Checking the first line for known types (card, loan, atm withdrawal)
  and handling them accordingly.
- If it's not one of these, we iterate through all the lines by checking
  if the array contains a line with the transfer type.

* Add credit note type for BoursoBank

An `Avoir` is a refund made to the credit card.
Adds the proper payee / notes parsing for it.

* Improve Boursobank card transaction parsing

Some Boursobank transactions have an unknown number attached to the
payee name. Remove it from the payee name to ensure consistency across
transactions.

For instance, `CARTE 19/03/25 Github 4 CB*0494` (notice the `4`).

* Improve Boursobank payee name backslashes handling

After more testing, I found that the backslashes present are for the
pending transactions, and indicating the localization of the payment.

To keep the payee name consistent, remove what follows the backslashes.

For instance `PICARD SA 1234\\PARIS\\ FR` is for a pending transaction
whereas `PICARD SA 1234` is what we receive for a completed one.

* Set notes with date for Boursobank card transactions

@mistyque requested to see the data of the card transaction in this
comment: https://github.com/actualbudget/actual/pull/4958#issuecomment-2981459622

* Add 5202 release note

* [autofix.ci] apply automated fixes

* refactor loops and match

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-06-20 19:48:22 -04:00
youngcw
2c87c44168 Mobile running balance (#4809)
* start

* small fix

* clean

* working for regular transactions

* working for schedules

* cleanup

* typing

* cleanup

* cleanup

* vrt

* bunny

* use pref

* use pref right, lint

* more lint

* vrt

* pass hasInitialBalances to isLoading

* remove comment

* Add option to calculate running balances in useTransactions hook

* Fix typecheck error

* Fix lint error

* use the updated hook

* typecheck

* simplify

* don't show balances when searching

* Add runningBalances to usePreviewTransactions and an option to set the starting balance to start running balance calculation from

* Add filter to usePreviewTransactions and set startingBalance to account and category preview transaction hooks

* use runningbalance from preview transactions hook

* lint

* lint;typecheck

* remove initial from preview balances

* remove unneeded type

* Apply suggestions from code review

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

* typecheck; align right; change color

* types

* add a menu item

* cleanup

* fix for loot-core migrated files

* lint;type

* fix import

* only schedules need fixed

* lint

* it works

* cleanup

* make lint happy

* [autofix.ci] apply automated fixes

* simplify a bit

* fix import

* feedback

---------

Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-06-19 17:54:00 -07:00
lelemm
15beba2ca3 🐛 Fix to AI generated release note (#5200)
* AI Generated release notes

* lint

* removedverbose console.log

* wrong permission to PR's

* missing write to issues

* Add release notes for PR #5200

---------

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2025-06-19 20:46:22 -03:00
Matt Fiddaman
667cc24fac ⬆️ bump react-i18next from 14.1.3 -> 15.5.3 (#5196)
* bump react-i18next from 14.1.3 -> 15.5.3

* note
2025-06-19 19:17:20 -04:00
Matt Fiddaman
4cc542a658 ⬆️ bump csv-parse and csv-stringify to latest (#5198)
* bump csv-parse and csv-stringify

* note

* fix imports

* [autofix.ci] apply automated fixes

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-06-19 19:17:10 -04:00
lelemm
093d799ba0 Auto generate Release Notes (#5182)
* AI Generated release notes

* lint

* removedverbose console.log
2025-06-19 17:22:44 -03:00
Matt Fiddaman
68d10f6b29 ⬆️ bump vitest from 3.1.4 -> 3.2.4 (#5195)
* bump vitest from 3.1.4 -> 3.2.4

* note
2025-06-19 15:30:25 -04:00
Matt Fiddaman
252f04e02c ♻️ remove body-parser dependency (#5197)
* bodyParser

* note
2025-06-19 15:30:12 -04:00
wachkyri
13cb85835b fix: wrong payeeName for KBC Brussels (#5193) 2025-06-18 20:49:24 -04:00
wachkyri
39cf04c74d add Belfius and KBC to banks with limited history (#5183)
* add Belfius and KBC to banks with limited history

* Update upcoming-release-notes/5183.md

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

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-06-18 16:40:07 -04:00
Jeremy Tan
562b5e2afd [Feature] Store and use last synced account balances (#4799)
* Update `processBankSyncDownload` to store synced balance in `balance_current`

* Display last synced balance in `MoreBalances`

* Add "Use last synced balance" to reconcile

* Remove logs

* Release notes

* Fix lint

* Add missing useEffect dep

* Restore console.log and fix type for id

* Last synced total

* Fix lint

* lint

* Made requested changes from maintainers.

* Added my name to authors note and updated description of feature.

---------

Co-authored-by: Spencer Sawyer <spencer@spencersawyer.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
Co-authored-by: youngcw <calebyoung94@gmail.com>
2025-06-18 14:51:43 -04:00
Tim Nielens
4b4e32d0e2 add BNP_BE_GEBABEBB in gocardless bank-factory.js (#5187)
* add BNP_BE_GEBABEBB in gocardless bank-factory.js

* Create release note 5187.md

* Update 5187.md
2025-06-18 14:50:11 -04:00
Matt Farrell
d821f1cebc fix parsing schedule templates with brackets in the name (#5189) 2025-06-18 11:38:17 -07:00
Joel Jeremy Marquez
53e3694a38 Move spreadsheet bindings to spreadsheets feature folder and move hooks in src/components/spreadsheets to src/hooks (#5007)
* Move loot-core/client/modals code over to desktop-client package

* Fix lint error

* Move loot-core/client/data-hooks over to desktop-client package

* Fix typecheck and lint errors

* Fix lint error

* Fix typecheck error

* Fix test

* Move spreadsheet bindings to spreadsheets feature folder and move hooks from src/components/spreadsheets to src/hooks

* Move NamespaceContext to useSheetName

* Rename NamespaceContext to SheetNameContext and use SheetNameProvider

* Fix lint errors

* Fix import and provider

* [autofix.ci] apply automated fixes

---------

Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
2025-06-17 14:34:00 -07:00
Michael Clark
8647452ccc 🔧 Add reset passsword to cli tool (#5185)
* add reset passsword to cli tool

* release notes

* added the script properly
2025-06-17 22:05:45 +01:00
Julian Dominguez-Schatz
5a40b017f0 Move more .d.ts files to .ts (#5060)
* Move more .d.ts files to .ts

* Add release notes

* Some errors with templates snuck in

* Fix API build

* CodeRabbit feedback

* Move budget templates to new directory

* Fix type errors in library module
2025-06-16 21:05:36 -04:00
744 changed files with 15794 additions and 7864 deletions

View File

@@ -0,0 +1,12 @@
---
alwaysApply: true
---
When running yarn commands - always run them in the root directory. Do not run them in child workspaces.
The following commands can be useful:
- `yarn typecheck` to run typechecker
- `yarn lint` to run the code linter and formatter
- `yarn lint:fix` to fix some of the code lint issues (running this is preferred over `yarn lint`)
- `yarn test` to run all the tests

View File

@@ -1,24 +0,0 @@
---
description:
globs:
alwaysApply: true
---
Before pushing code changes or opening a pull request, follow these steps:
1. Check if your branch already has a changelog file in the "upcoming-release-notes" folder.
2. If there is no changelog file for your branch:
a. Find the number of the most recent (highest-numbered) open issue or pull request on GitHub.
b. Increment that number by 1. Use this as the filename for your new changelog file.
c. Create a new markdown file in the "upcoming-release-notes" folder with the following format:
```
---
category: Features OR Maintenance OR Enhancements OR Bugfix
authors: [$GithubUsername]
---
$Description
```
3. Commit the new changelog file.
4. Proceed with your push or pull request.

View File

@@ -30,3 +30,7 @@ Syntax and Formatting
- Use the "function" keyword for pure functions.
- Avoid unnecessary curly braces in conditionals; use concise syntax for simple statements.
- Use declarative JSX, keeping JSX minimal and readable.
Change validation
- Run `yarn typecheck` in the root directory to validate that the generated TypeScript code is correct

View File

@@ -0,0 +1,75 @@
#!/usr/bin/env node
import { Octokit } from '@octokit/rest';
import fs from 'fs';
const token = process.env.GITHUB_TOKEN;
const repo = process.env.GITHUB_REPOSITORY;
const issueNumber = process.env.GITHUB_EVENT_ISSUE_NUMBER;
const commentId = process.env.GITHUB_EVENT_COMMENT_ID;
if (!token || !repo || !issueNumber || !commentId) {
console.log('Missing required environment variables');
process.exit(1);
}
const [owner, repoName] = repo.split('/');
const octokit = new Octokit({ auth: token });
function setOutput(name, value) {
fs.appendFileSync(process.env.GITHUB_OUTPUT, `${name}=${value}\n`);
}
async function checkFirstComment() {
try {
console.log('Fetching comments with Octokit...');
// Get all comments with automatic pagination
const comments = await octokit.paginate(octokit.rest.issues.listComments, {
owner,
repo: repoName,
issue_number: issueNumber,
});
console.log(`Total comments found: ${comments.length}`);
// Filter for CodeRabbit summary comments (containing the specific marker)
const coderabbitSummaryComments = comments.filter(comment => {
const isCodeRabbit = comment.user.login === 'coderabbitai[bot]';
const hasSummaryMarker = comment.body.includes(
'<!-- This is an auto-generated comment: summarize by coderabbit.ai -->',
);
if (isCodeRabbit) {
console.log(
`CodeRabbit comment found (ID: ${comment.id}), has summary marker: ${hasSummaryMarker}`,
);
}
return isCodeRabbit && hasSummaryMarker;
});
const isFirstSummaryComment =
coderabbitSummaryComments.length === 1 &&
coderabbitSummaryComments[0].id == commentId;
console.log(
`CodeRabbit summary comments found: ${coderabbitSummaryComments.length}`,
);
console.log(`Current comment ID: ${commentId}`);
console.log(`Is first summary comment: ${isFirstSummaryComment}`);
setOutput('result', isFirstSummaryComment);
} catch (error) {
console.log('Error checking CodeRabbit comment:', error.message);
console.log('Stack:', error.stack);
setOutput('result', 'false');
process.exit(1);
}
}
checkFirstComment().catch(error => {
console.log('Unhandled error:', error.message);
console.log('Stack:', error.stack);
setOutput('result', 'false');
process.exit(1);
});

View File

@@ -0,0 +1,76 @@
#!/usr/bin/env node
import { Octokit } from '@octokit/rest';
import fs from 'fs';
const token = process.env.GITHUB_TOKEN;
const repo = process.env.GITHUB_REPOSITORY;
const issueNumber = process.env.GITHUB_EVENT_ISSUE_NUMBER;
const prDetailsJson = process.env.PR_DETAILS;
if (!token || !repo || !issueNumber || !prDetailsJson) {
console.log('Missing required environment variables');
process.exit(1);
}
const [owner, repoName] = repo.split('/');
const octokit = new Octokit({ auth: token });
function setOutput(name, value) {
fs.appendFileSync(process.env.GITHUB_OUTPUT, `${name}=${value}\n`);
}
async function checkReleaseNotesExists() {
try {
const prDetails = JSON.parse(prDetailsJson);
if (!prDetails) {
console.log('No PR details available, skipping file check');
setOutput('result', 'false');
return;
}
const fileName = `upcoming-release-notes/${prDetails.number}.md`;
// Get PR info to get head SHA
const { data: pr } = await octokit.rest.pulls.get({
owner,
repo: repoName,
pull_number: issueNumber,
});
const prHeadSha = pr.head.sha;
console.log(
`Checking for file on PR branch: ${pr.head.ref} (${prHeadSha})`,
);
// Check if file exists
try {
await octokit.rest.repos.getContent({
owner,
repo: repoName,
path: fileName,
ref: prHeadSha,
});
console.log(
`Release notes file already exists on PR branch: ${fileName}`,
);
setOutput('result', 'true');
} catch (error) {
if (error.status === 404) {
console.log(
`No existing release notes file found on PR branch: ${fileName}`,
);
setOutput('result', 'false');
} else {
console.log('Error checking file existence:', error.message);
setOutput('result', 'false');
}
}
} catch (error) {
console.log('Error in file existence check:', error.message);
setOutput('result', 'false');
}
}
checkReleaseNotesExists();

View File

@@ -0,0 +1,77 @@
#!/usr/bin/env node
import { Octokit } from '@octokit/rest';
const token = process.env.GITHUB_TOKEN;
const repo = process.env.GITHUB_REPOSITORY;
const issueNumber = process.env.GITHUB_EVENT_ISSUE_NUMBER;
const summaryDataJson = process.env.SUMMARY_DATA;
const category = process.env.CATEGORY;
if (!token || !repo || !issueNumber || !summaryDataJson || !category) {
console.log('Missing required environment variables');
process.exit(1);
}
const [owner, repoName] = repo.split('/');
const octokit = new Octokit({ auth: token });
async function commentOnPR() {
try {
const summaryData = JSON.parse(summaryDataJson);
if (!summaryData) {
console.log('No summary data available, skipping comment');
return;
}
if (!category || category === 'null') {
console.log('No valid category available, skipping comment');
return;
}
// Clean category for display
const cleanCategory =
typeof category === 'string'
? category.replace(/^["']|["']$/g, '')
: category;
// Get PR info for the file URL
const { data: pr } = await octokit.rest.pulls.get({
owner,
repo: repoName,
pull_number: issueNumber,
});
const prBranch = pr.head.ref;
const headOwner = pr.head.repo.owner.login;
const headRepo = pr.head.repo.name;
const fileUrl = `https://github.com/${headOwner}/${headRepo}/blob/${prBranch}/upcoming-release-notes/${summaryData.prNumber}.md`;
const commentBody = [
'🤖 **Auto-generated Release Notes**',
'',
`Hey @${summaryData.author}! I've automatically created a release notes file based on CodeRabbit's analysis:`,
'',
`**Category:** ${cleanCategory}`,
`**Summary:** ${summaryData.summary}`,
`**File:** [upcoming-release-notes/${summaryData.prNumber}.md](${fileUrl})`,
'',
// 'The release notes file has been committed to the repository. You can edit it if needed before merging.',
"If you're happy with this release note, you can add it to your pull request. If not, you'll need to add your own before a maintainer can review your change.",
].join('\n');
await octokit.rest.issues.createComment({
owner,
repo: repoName,
issue_number: issueNumber,
body: commentBody,
});
console.log('✅ Successfully commented on PR');
} catch (error) {
console.log('Error commenting on PR:', error.message);
}
}
commentOnPR();

View File

@@ -0,0 +1,96 @@
#!/usr/bin/env node
import { Octokit } from '@octokit/rest';
const token = process.env.GITHUB_TOKEN;
const repo = process.env.GITHUB_REPOSITORY;
const issueNumber = process.env.GITHUB_EVENT_ISSUE_NUMBER;
const summaryDataJson = process.env.SUMMARY_DATA;
const category = process.env.CATEGORY;
if (!token || !repo || !issueNumber || !summaryDataJson || !category) {
console.log('Missing required environment variables');
process.exit(1);
}
const [owner, repoName] = repo.split('/');
const octokit = new Octokit({ auth: token });
async function createReleaseNotesFile() {
try {
const summaryData = JSON.parse(summaryDataJson);
console.log('Debug - Category value:', category);
console.log('Debug - Category type:', typeof category);
console.log('Debug - Category JSON stringified:', JSON.stringify(category));
if (!summaryData) {
console.log('No summary data available, cannot create file');
return;
}
if (!category || category === 'null') {
console.log('No valid category available, cannot create file');
return;
}
// Create file content - ensure category is not quoted
const cleanCategory =
typeof category === 'string'
? category.replace(/^["']|["']$/g, '')
: category;
console.log('Debug - Clean category:', cleanCategory);
const fileContent = `---
category: ${cleanCategory}
authors: [${summaryData.author}]
---
${summaryData.summary}`;
const fileName = `upcoming-release-notes/${summaryData.prNumber}.md`;
console.log(`Creating release notes file: ${fileName}`);
console.log('File content:');
console.log(fileContent);
// Get PR info
const { data: pr } = await octokit.rest.pulls.get({
owner,
repo: repoName,
pull_number: issueNumber,
});
const prBranch = pr.head.ref;
const headOwner = pr.head.repo.owner.login;
const headRepo = pr.head.repo.name;
console.log(
`Committing to PR branch: ${headOwner}/${headRepo}:${prBranch}`,
);
// Create the file via GitHub API on the PR branch
await octokit.rest.repos.createOrUpdateFileContents({
owner: headOwner,
repo: headRepo,
path: fileName,
message: `Add release notes for PR #${summaryData.prNumber}`,
content: Buffer.from(`${fileContent}\n\n`).toString('base64'),
branch: prBranch,
committer: {
name: 'github-actions[bot]',
email: 'github-actions[bot]@users.noreply.github.com',
},
author: {
name: 'github-actions[bot]',
email: 'github-actions[bot]@users.noreply.github.com',
},
});
console.log(`✅ Successfully created release notes file: ${fileName}`);
} catch (error) {
console.log('Error creating release notes file:', error.message);
}
}
createReleaseNotesFile();

View File

@@ -0,0 +1,118 @@
#!/usr/bin/env node
const https = require('https');
const fs = require('fs');
const commentBody = process.env.GITHUB_EVENT_COMMENT_BODY;
const prDetailsJson = process.env.PR_DETAILS;
const summaryDataJson = process.env.SUMMARY_DATA;
const openaiApiKey = process.env.OPENAI_API_KEY;
if (!commentBody || !prDetailsJson || !summaryDataJson || !openaiApiKey) {
console.log('Missing required environment variables');
process.exit(1);
}
function setOutput(name, value) {
fs.appendFileSync(process.env.GITHUB_OUTPUT, `${name}=${value}\n`);
}
try {
const prDetails = JSON.parse(prDetailsJson);
const summaryData = JSON.parse(summaryDataJson);
if (!summaryData || !prDetails) {
console.log('Missing data for categorization');
setOutput('result', 'null');
process.exit(0);
}
const data = JSON.stringify({
model: 'gpt-4o-mini',
messages: [
{
role: 'system',
content:
'You are categorizing pull requests for release notes. You must respond with exactly one of these categories: "Features", "Enhancements", "Bugfix", or "Maintenance". No other text or explanation.',
},
{
role: 'user',
content: `PR Title: ${prDetails.title}\n\nGenerated Summary: ${summaryData.summary}\n\nCodeRabbit Analysis:\n${commentBody}\n\nCategories:\n- Features: New functionality or capabilities\n- Bugfix: Fixes for broken or incorrect behavior\n- Enhancements: Improvements to existing functionality\n- Maintenance: Code cleanup, refactoring, dependencies, etc.\n\nWhat category does this PR belong to?`,
},
],
max_tokens: 10,
temperature: 0.1,
});
const options = {
hostname: 'api.openai.com',
path: '/v1/chat/completions',
method: 'POST',
headers: {
Authorization: `Bearer ${openaiApiKey}`,
'Content-Type': 'application/json',
},
};
const req = https.request(options, res => {
let responseData = '';
res.on('data', chunk => (responseData += chunk));
res.on('end', () => {
if (res.statusCode !== 200) {
console.log('OpenAI API error for categorization');
setOutput('result', 'null');
return;
}
try {
const response = JSON.parse(responseData);
console.log('OpenAI raw response:', JSON.stringify(response, null, 2));
const rawContent = response.choices[0].message.content.trim();
console.log('Raw content from OpenAI:', rawContent);
let category;
try {
category = JSON.parse(rawContent);
console.log('Parsed category:', category);
} catch (parseError) {
console.log(
'JSON parse error, using raw content:',
parseError.message,
);
category = rawContent;
}
// Validate the category response
const validCategories = [
'Features',
'Bugfix',
'Enhancements',
'Maintenance',
];
if (validCategories.includes(category)) {
console.log('OpenAI categorized as:', category);
setOutput('result', category);
} else {
console.log('Invalid category from OpenAI:', category);
console.log('Valid categories are:', validCategories);
setOutput('result', 'null');
}
} catch (error) {
console.log('Error parsing OpenAI response:', error.message);
setOutput('result', 'null');
}
});
});
req.on('error', error => {
console.log('Error in categorization:', error.message);
setOutput('result', 'null');
});
req.write(data);
req.end();
} catch (error) {
console.log('Error in categorization:', error.message);
setOutput('result', 'null');
}

View File

@@ -0,0 +1,97 @@
#!/usr/bin/env node
const https = require('https');
const fs = require('fs');
const commentBody = process.env.GITHUB_EVENT_COMMENT_BODY;
const prDetailsJson = process.env.PR_DETAILS;
const openaiApiKey = process.env.OPENAI_API_KEY;
if (!commentBody || !prDetailsJson || !openaiApiKey) {
console.log('Missing required environment variables');
process.exit(1);
}
function setOutput(name, value) {
fs.appendFileSync(process.env.GITHUB_OUTPUT, `${name}=${value}\n`);
}
try {
const prDetails = JSON.parse(prDetailsJson);
if (!prDetails) {
console.log('No PR details available, cannot generate summary');
setOutput('result', 'null');
process.exit(0);
}
console.log('CodeRabbit comment body:', commentBody);
const data = JSON.stringify({
model: 'gpt-4o-mini',
messages: [
{
role: 'system',
content:
'You are a technical writer helping to create concise release notes. Generate a maximum 15-word summary that describes what this PR does. Focus on the user-facing changes or bug fixes. Do not include "This PR" or similar phrases - just describe the change directly. Start with a base form verb (e.g., "Add" not "Adds", "Fix" not "Fixes", "Introduce" not "Introduces").',
},
{
role: 'user',
content: `PR Title: ${prDetails.title}\n\nCodeRabbit Analysis:\n${commentBody}\n\nPlease provide a concise summary (max 15 words) of what this PR accomplishes.`,
},
],
max_tokens: 50,
temperature: 0.3,
});
const options = {
hostname: 'api.openai.com',
path: '/v1/chat/completions',
method: 'POST',
headers: {
Authorization: `Bearer ${openaiApiKey}`,
'Content-Type': 'application/json',
},
};
const req = https.request(options, res => {
let responseData = '';
res.on('data', chunk => (responseData += chunk));
res.on('end', () => {
if (res.statusCode !== 200) {
console.log(`OpenAI API error: ${res.statusCode} ${res.statusMessage}`);
setOutput('result', 'null');
return;
}
try {
const response = JSON.parse(responseData);
const summary = response.choices[0].message.content.trim();
console.log('Generated summary:', summary);
const result = {
summary: summary,
prNumber: prDetails.number,
author: prDetails.author,
};
setOutput('result', JSON.stringify(result));
} catch (error) {
console.log('Error parsing OpenAI response:', error.message);
setOutput('result', 'null');
}
});
});
req.on('error', error => {
console.log('Error generating summary:', error.message);
setOutput('result', 'null');
});
req.write(data);
req.end();
} catch (error) {
console.log('Error generating summary:', error.message);
setOutput('result', 'null');
}

View File

@@ -0,0 +1,59 @@
#!/usr/bin/env node
import { Octokit } from '@octokit/rest';
import fs from 'fs';
const token = process.env.GITHUB_TOKEN;
const repo = process.env.GITHUB_REPOSITORY;
const issueNumber = process.env.GITHUB_EVENT_ISSUE_NUMBER;
if (!token || !repo || !issueNumber) {
console.log('Missing required environment variables');
process.exit(1);
}
const [owner, repoName] = repo.split('/');
const octokit = new Octokit({ auth: token });
function setOutput(name, value) {
fs.appendFileSync(process.env.GITHUB_OUTPUT, `${name}=${value}\n`);
}
async function getPRDetails() {
try {
console.log(
`Fetching PR details for ${owner}/${repoName}#${issueNumber}...`,
);
const { data: pr } = await octokit.rest.pulls.get({
owner,
repo: repoName,
pull_number: issueNumber,
});
console.log('PR details fetched successfully');
console.log('- PR Number:', pr.number);
console.log('- PR Author:', pr.user.login);
console.log('- PR Title:', pr.title);
const result = {
number: pr.number,
author: pr.user.login,
title: pr.title,
};
setOutput('result', JSON.stringify(result));
} catch (error) {
console.log('Error getting PR details:', error.message);
console.log('Stack:', error.stack);
setOutput('result', 'null');
process.exit(1);
}
}
getPRDetails().catch(error => {
console.log('Unhandled error:', error.message);
console.log('Stack:', error.stack);
setOutput('result', 'null');
process.exit(1);
});

View File

@@ -1,53 +0,0 @@
#!/bin/bash
set -euo pipefail
if [ "$#" -gt 0 ]; then
version="${1#v}"
else
version=""
fi
files_to_bump=(
packages/api/package.json
packages/desktop-client/package.json
packages/desktop-electron/package.json
packages/sync-server/package.json
)
for file in "${files_to_bump[@]}"; do
if [ -z "$version" ]; then
# version format: YY.MM.patch
version="$(jq -r .version "$file" | perl -e '
($y,$m,$p)=split(/\./,<>);
($sec,$min,$hour,$day,$mon,$year)=localtime();
$year -= 100; # Perl year starts at 1900
$mon++; # Adjust 0-indexed month to 1-indexed
if ($y == $year && $m == $mon) {
if ($day <= 25) {
# Patch release for the current month
$p++;
} else {
# Use next month for a new release period
$p = 0;
$m++;
$m > 12 && ($m=1, $y++);
}
} else {
# Use the current date for a new release period
$y = $year;
$m = $mon;
$p = 0;
}
print "$y.$m.$p\n";
')"
if [ -z "$version" ]; then
echo "Error: Failed to calculate new version" >&2
exit 1
fi
fi
echo "Bumping $file to version $version"
jq '.version = "'"$version"'"' "$file" > "$file.tmp"
mv "$file.tmp" "$file"
done

View File

@@ -14,9 +14,14 @@ const options = {
short: 'p',
},
type: {
type: 'string', // nightly, hotfix, monthly
type: 'string', // nightly, hotfix, monthly, auto
short: 't',
},
update: {
type: 'boolean',
short: 'u',
default: false,
},
};
const { values } = parseArgs({
@@ -57,37 +62,55 @@ try {
const nextVersionYear = nextVersionMonthDate
.getFullYear()
.toString()
.slice(-2);
.slice(nextVersionMonthDate.getFullYear() < 2100 ? -2 : -3);
const nextVersionMonth = nextVersionMonthDate.getMonth() + 1; // Convert back to 1-indexed
// Get current date string
const currentDate = new Date()
const currentDate = new Date();
const currentDateString = currentDate
.toISOString()
.split('T')[0]
.replaceAll('-', '');
if (values.type === 'auto') {
if (currentDate.getDate() <= 25) {
values.type = 'hotfix';
} else {
values.type = 'monthly';
}
}
let newVersion;
switch (values.type) {
case 'nightly': {
const newVersion = `${nextVersionYear}.${nextVersionMonth}.0-nightly.${currentDate}`;
process.stdout.write(newVersion); // return the new version to stdout
process.exit();
newVersion = `${nextVersionYear}.${nextVersionMonth}.0-nightly.${currentDateString}`;
break;
}
case 'hotfix': {
const bugfixVersion = `${versionYear}.${versionMonth}.${versionHotfix + 1}`;
process.stdout.write(bugfixVersion); // return the bugfix version to stdout
process.exit();
newVersion = `${versionYear}.${versionMonth}.${versionHotfix + 1}`;
break;
}
case 'monthly': {
const stableVersion = `${nextVersionYear}.${nextVersionMonth}.0`;
process.stdout.write(stableVersion); // return the stable version to stdout
process.exit();
newVersion = `${nextVersionYear}.${nextVersionMonth}.0`;
break;
}
default:
console.error(
'Invalid type specified. Use "nightly", "hotfix", or "monthly".',
'Invalid type specified. Use "auto", "nightly", "hotfix", or "monthly".',
);
process.exit(1);
}
process.stdout.write(newVersion); // return the new version to stdout
if (values.update) {
packageJson.version = newVersion;
fs.writeFileSync(
packageJsonPath,
JSON.stringify(packageJson, null, 2) + '\n',
'utf8',
);
}
} catch (error) {
console.error('Error:', error.message);
process.exit(1);

View File

@@ -1,5 +1,8 @@
import { Octokit } from '@octokit/rest';
import { minimatch } from 'minimatch';
import pLimit from 'p-limit';
const limit = pLimit(30);
/** Repository-specific configuration for points calculation */
const REPOSITORY_CONFIG = new Map([
@@ -10,9 +13,10 @@ const REPOSITORY_CONFIG = new Map([
POINTS_PER_ISSUE_CLOSING_ACTION: 1,
POINTS_PER_RELEASE_PR: 0,
PR_REVIEW_POINT_TIERS: [
{ minChanges: 1000, points: 6 },
{ minChanges: 100, points: 4 },
{ minChanges: 0, points: 2 },
{ minChanges: 500, points: 8 },
{ minChanges: 100, points: 6 },
{ minChanges: 10, points: 2 },
{ minChanges: 0, points: 1 },
],
EXCLUDED_FILES: [
'yarn.lock',
@@ -29,8 +33,8 @@ const REPOSITORY_CONFIG = new Map([
POINTS_PER_ISSUE_CLOSING_ACTION: 1,
POINTS_PER_RELEASE_PR: 4,
PR_REVIEW_POINT_TIERS: [
{ minChanges: 1000, points: 6 },
{ minChanges: 100, points: 4 },
{ minChanges: 2000, points: 6 },
{ minChanges: 200, points: 4 },
{ minChanges: 0, points: 2 },
],
EXCLUDED_FILES: ['yarn.lock', '.yarn/**/*'],
@@ -45,24 +49,25 @@ const REPOSITORY_CONFIG = new Map([
function getLastMonthDates() {
// Get data relating to the last month
const now = new Date();
// Always use UTC for calculations
const firstDayOfLastMonth = new Date(
now.getFullYear(),
now.getMonth() - 1,
1,
Date.UTC(now.getUTCFullYear(), now.getUTCMonth() - 1, 1, 0, 0, 0, 0),
);
const since = process.env.START_DATE
? new Date(process.env.START_DATE)
? new Date(Date.parse(process.env.START_DATE))
: firstDayOfLastMonth;
// Calculate the end of the month for the since date
// Calculate the end of the month for the since date in UTC
const until = new Date(
since.getFullYear(),
since.getMonth() + 1,
0,
23,
59,
59,
999,
Date.UTC(
since.getUTCFullYear(),
since.getUTCMonth() + 1,
0,
23,
59,
59,
999,
),
);
return { since, until };
@@ -75,7 +80,9 @@ function getLastMonthDates() {
* @returns {number} The total points earned for the repository
*/
async function countContributorPoints(repo) {
const octokit = new Octokit({ auth: process.env.GITHUB_TOKEN });
const octokit = new Octokit({
auth: process.env.GITHUB_TOKEN,
});
const owner = 'actualbudget';
const config = REPOSITORY_CONFIG.get(repo);
@@ -132,118 +139,124 @@ async function countContributorPoints(repo) {
);
// Get reviews and PR details for each PR
for (const pr of recentPRs) {
const { data: reviews } = await octokit.pulls.listReviews({
owner,
repo,
pull_number: pr.number,
});
// Get list of modified files
const { data: modifiedFiles } = await octokit.pulls.listFiles({
owner,
repo,
pull_number: pr.number,
});
// Calculate points based on PR size, excluding specified files
const totalChanges = modifiedFiles
.filter(
file =>
!config.EXCLUDED_FILES.some(pattern =>
minimatch(file.filename, pattern),
await Promise.all(
recentPRs.map(pr =>
limit(async () => {
const [reviews, modifiedFiles] = await Promise.all([
octokit.pulls.listReviews({ owner, repo, pull_number: pr.number }),
octokit.paginate(
octokit.pulls.listFiles,
{
owner,
repo,
pull_number: pr.number,
per_page: 100,
},
res => res.data,
),
)
.reduce((sum, file) => sum + file.additions + file.deletions, 0);
]);
// Check if this is a release PR
const isReleasePR = pr.title.match(/^🔖 \(\d+\.\d+\.\d+\)/);
const totalChanges = modifiedFiles
.filter(
file =>
!config.EXCLUDED_FILES.some(pattern =>
minimatch(file.filename, pattern),
),
)
.reduce((sum, file) => sum + file.additions + file.deletions, 0);
// Calculate points for reviewers based on PR size
const prPoints = config.PR_REVIEW_POINT_TIERS.find(
tier => totalChanges > tier.minChanges,
).points;
const isReleasePR = pr.title.match(/🔖.*\d+\.\d+\.\d+/);
const prPoints =
config.PR_REVIEW_POINT_TIERS.find(t => totalChanges >= t.minChanges)
?.points ?? 0;
// Add points to the reviewers
const uniqueReviewers = new Set();
reviews
.filter(
review =>
stats.has(review.user?.login) &&
review.state === 'APPROVED' &&
!uniqueReviewers.has(review.user?.login),
)
.forEach(({ user: { login: reviewer } }) => {
uniqueReviewers.add(reviewer);
const userStats = stats.get(reviewer);
userStats.reviews.push({ pr: pr.number.toString(), points: prPoints });
userStats.points += prPoints;
});
// Award points to the PR creator if it's a release PR
if (isReleasePR && stats.has(pr.user.login)) {
const creatorStats = stats.get(pr.user.login);
creatorStats.reviews.push({
pr: pr.number.toString(),
points: config.POINTS_PER_RELEASE_PR,
isReleaseCreator: true,
});
creatorStats.points += config.POINTS_PER_RELEASE_PR;
}
}
// Get all issues with label events in the last month
const issues = await octokit.paginate(
octokit.issues.listForRepo,
{
owner,
repo,
state: 'all',
sort: 'updated',
direction: 'desc',
per_page: 100,
since: since.toISOString(),
},
(response, done) =>
response.data.filter(issue => new Date(issue.updated_at) <= until),
if (isReleasePR) {
if (stats.has(pr.user.login)) {
const creatorStats = stats.get(pr.user.login);
creatorStats.reviews.push({
pr: pr.number.toString(),
points: config.POINTS_PER_RELEASE_PR,
isReleaseCreator: true,
});
creatorStats.points += config.POINTS_PER_RELEASE_PR;
}
} else {
const uniqueReviewers = new Set();
reviews.data
.filter(
review =>
stats.has(review.user?.login) &&
review.state === 'APPROVED' &&
!uniqueReviewers.has(review.user?.login),
)
.forEach(({ user: { login: reviewer } }) => {
uniqueReviewers.add(reviewer);
const userStats = stats.get(reviewer);
userStats.reviews.push({
pr: pr.number.toString(),
points: prPoints,
});
userStats.points += prPoints;
});
}
}),
),
);
// Get all issues with label events in the last month
const issues = await octokit.paginate(octokit.issues.listForRepo, {
owner,
repo,
state: 'all',
sort: 'updated',
direction: 'desc',
per_page: 100,
since: since.toISOString(),
});
// Get label events for each issue
for (const issue of issues) {
const { data: events } = await octokit.issues.listEventsForTimeline({
owner,
repo,
issue_number: issue.number,
});
await Promise.all(
issues.map(issue =>
limit(async () => {
const { data: events } = await octokit.issues.listEventsForTimeline({
owner,
repo,
issue_number: issue.number,
});
// Process events
events
.filter(
event =>
new Date(event.created_at) > since &&
new Date(event.created_at) <= until &&
stats.has(event.actor?.login),
)
.forEach(event => {
if (
event.event === 'unlabeled' &&
event.label &&
event.label.name.toLowerCase() === 'needs triage'
) {
const remover = event.actor.login;
const userStats = stats.get(remover);
userStats.labelRemovals.push(issue.number.toString());
userStats.points += config.POINTS_PER_ISSUE_TRIAGE_ACTION;
}
events
.filter(event => {
const createdAt = new Date(event.created_at);
return (
createdAt.getTime() > since.getTime() &&
createdAt.getTime() <= until.getTime() &&
stats.has(event.actor?.login)
);
})
.forEach(event => {
if (
event.event === 'unlabeled' &&
event.label?.name.toLowerCase() === 'needs triage'
) {
const remover = event.actor.login;
const userStats = stats.get(remover);
userStats.labelRemovals.push(issue.number.toString());
userStats.points += config.POINTS_PER_ISSUE_TRIAGE_ACTION;
}
if (event.event === 'closed') {
const closer = event.actor.login;
const userStats = stats.get(closer);
userStats.issueClosings.push(issue.number.toString());
userStats.points += config.POINTS_PER_ISSUE_CLOSING_ACTION;
}
});
}
if (
event.event === 'closed' &&
event.state_reason === 'not_planned'
) {
const closer = event.actor.login;
const userStats = stats.get(closer);
userStats.issueClosings.push(issue.number.toString());
userStats.points += config.POINTS_PER_ISSUE_CLOSING_ACTION;
}
});
}),
),
);
// Print all statistics
printStats(

View File

@@ -0,0 +1,89 @@
name: Generate Release Notes from CodeRabbit summary
on:
issue_comment:
types: [created]
jobs:
generate-release-notes:
# Only run on PR comments from CodeRabbit bot
if: github.event.issue.pull_request && github.event.comment.user.login == 'coderabbitai[bot]'
runs-on: ubuntu-latest
timeout-minutes: 10
permissions:
contents: write
pull-requests: write
issues: write
steps:
- name: Checkout repository
uses: actions/checkout@v4
- name: Set up environment
uses: ./.github/actions/setup
- name: Check if this is CodeRabbit's first comment
id: check-first-comment
run: node .github/actions/ai-generated-release-notes/check-first-comment.js
env:
GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
GITHUB_REPOSITORY: ${{ github.repository }}
GITHUB_EVENT_ISSUE_NUMBER: ${{ github.event.issue.number }}
GITHUB_EVENT_COMMENT_ID: ${{ github.event.comment.id }}
- name: Get PR details
if: steps.check-first-comment.outputs.result == 'true'
id: pr-details
run: node .github/actions/ai-generated-release-notes/pr-details.js
env:
GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
GITHUB_REPOSITORY: ${{ github.repository }}
GITHUB_EVENT_ISSUE_NUMBER: ${{ github.event.issue.number }}
- name: Check if release notes file already exists
if: steps.check-first-comment.outputs.result == 'true' && steps.pr-details.outputs.result != 'null'
id: check-release-notes-exists
run: node .github/actions/ai-generated-release-notes/check-release-notes-exists.js
env:
GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
GITHUB_REPOSITORY: ${{ github.repository }}
GITHUB_EVENT_ISSUE_NUMBER: ${{ github.event.issue.number }}
PR_DETAILS: ${{ steps.pr-details.outputs.result }}
- name: Generate summary with OpenAI
if: steps.check-first-comment.outputs.result == 'true' && steps.check-release-notes-exists.outputs.result == 'false'
id: generate-summary
run: node .github/actions/ai-generated-release-notes/generate-summary.js
env:
OPENAI_API_KEY: ${{ secrets.OPENAI_API_KEY }}
GITHUB_EVENT_COMMENT_BODY: ${{ github.event.comment.body }}
PR_DETAILS: ${{ steps.pr-details.outputs.result }}
- name: Determine category with OpenAI
if: steps.check-first-comment.outputs.result == 'true' && steps.check-release-notes-exists.outputs.result == 'false' && steps.generate-summary.outputs.result != 'null'
id: determine-category
run: node .github/actions/ai-generated-release-notes/determine-category.js
env:
OPENAI_API_KEY: ${{ secrets.OPENAI_API_KEY }}
GITHUB_EVENT_COMMENT_BODY: ${{ github.event.comment.body }}
PR_DETAILS: ${{ steps.pr-details.outputs.result }}
SUMMARY_DATA: ${{ steps.generate-summary.outputs.result }}
- name: Create and commit release notes file via GitHub API
if: steps.check-first-comment.outputs.result == 'true' && steps.check-release-notes-exists.outputs.result == 'false' && steps.generate-summary.outputs.result != 'null' && steps.determine-category.outputs.result != 'null' && steps.determine-category.outputs.result != ''
run: node .github/actions/ai-generated-release-notes/create-release-notes-file.js
env:
GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
GITHUB_REPOSITORY: ${{ github.repository }}
GITHUB_EVENT_ISSUE_NUMBER: ${{ github.event.issue.number }}
SUMMARY_DATA: ${{ steps.generate-summary.outputs.result }}
CATEGORY: ${{ steps.determine-category.outputs.result }}
- name: Comment on PR
if: steps.check-first-comment.outputs.result == 'true' && steps.check-release-notes-exists.outputs.result == 'false' && steps.generate-summary.outputs.result != 'null' && steps.determine-category.outputs.result != 'null' && steps.determine-category.outputs.result != ''
run: node .github/actions/ai-generated-release-notes/comment-on-pr.js
env:
GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
GITHUB_REPOSITORY: ${{ github.repository }}
GITHUB_EVENT_ISSUE_NUMBER: ${{ github.event.issue.number }}
SUMMARY_DATA: ${{ steps.generate-summary.outputs.result }}
CATEGORY: ${{ steps.determine-category.outputs.result }}

View File

@@ -22,9 +22,9 @@ permissions:
env:
IMAGES: |
actualbudget/actual-server
ghcr.io/actualbudget/actual-server
ghcr.io/actualbudget/actual
${{ !github.event.repository.fork && 'actualbudget/actual-server' || '' }}
ghcr.io/${{ github.repository_owner }}/actual-server
ghcr.io/${{ github.repository_owner }}/actual
# Creates the following tags:
# - actual-server:edge
@@ -34,7 +34,7 @@ env:
jobs:
build:
if: ${{ github.event.repository.fork == false }}
if: github.event_name == 'workflow_dispatch' || !github.event.repository.fork
name: Build Docker image
runs-on: ubuntu-latest
strategy:
@@ -60,7 +60,7 @@ jobs:
- name: Login to Docker Hub
uses: docker/login-action@v3
if: github.event_name != 'pull_request'
if: github.event_name != 'pull_request' && !github.event.repository.fork
with:
username: ${{ secrets.DOCKERHUB_USERNAME }}
password: ${{ secrets.DOCKERHUB_TOKEN }}

View File

@@ -24,8 +24,29 @@ jobs:
id: bump_package_versions
shell: bash
run: |
.github/actions/bump-package-versions ${{ github.event.inputs.version }}
echo "version=$(jq -r .version packages/desktop-client/package.json)" > $GITHUB_OUTPUT
declare -A packages=(
[web]="desktop-client"
[electron]="desktop-electron"
[sync]="sync-server"
[api]="api"
)
for key in "${!packages[@]}"; do
pkg="${packages[$key]}"
if [[ -n "${{ github.event.inputs.version }}" ]]; then
version="${{ github.event.inputs.version }}"
else
version=$(node ./.github/actions/get-next-package-version.js \
--package-json "./packages/$pkg/package.json" \
--type auto \
--update)
fi
eval "NEW_${key^^}_VERSION=\"$version\""
done
echo "version=$NEW_WEB_VERSION" >> "$GITHUB_OUTPUT"
- name: Create PR
uses: peter-evans/create-pull-request@v7
with:

View File

@@ -10,6 +10,7 @@ jobs:
build-and-pack:
runs-on: ubuntu-latest
name: Build and pack npm packages
if: github.event.repository.fork == false
steps:
- uses: actions/checkout@v4

View File

@@ -81,7 +81,7 @@ jobs:
base-stats-json-path: ./base/web-stats.json
title: desktop-client
- uses: github/webpack-bundlesize-compare-action@v2.1.0
- uses: twk3/rollup-size-compare-action@v1.1.1
with:
github-token: ${{ secrets.GITHUB_TOKEN }}
current-stats-json-path: ./head/loot-core-stats.json

3
.gitignore vendored
View File

@@ -60,3 +60,6 @@ fly.toml
# TypeScript cache
build/
# .d.ts files aren't type-checked with skipLibCheck set to true
*.d.ts

View File

@@ -7,6 +7,8 @@ packages/api/migrations
packages/crdt/dist
packages/component-library/src/icons/**/*
packages/desktop-client/bundle.browser.js
packages/desktop-client/stats.json
packages/desktop-client/.swc/
packages/desktop-client/build/
packages/desktop-client/locale/
packages/desktop-client/build-electron/
@@ -23,5 +25,6 @@ packages/desktop-electron/dist/
packages/loot-core/**/node_modules/*
packages/loot-core/**/lib-dist/*
packages/loot-core/**/proto/*
packages/sync-server/coverage/
.yarn/*
upcoming-release-notes/*

10
CODEOWNERS Normal file
View File

@@ -0,0 +1,10 @@
# CODEOWNERS file for Actual Budget
# Please add your name to code-paths that you feel especially
# passionate about. You will be notified for any PRs there.
/packages/api/ @MatissJanis
/packages/component-library/ @MatissJanis
/packages/desktop-client/src/components/mobile @joel-jeremy
/packages/desktop-electron/ @MikesGlitch
/packages/loot-core/src/server/budget @youngcw
/packages/sync-server/ @matt-fidd

View File

@@ -6,7 +6,7 @@ import prompts from 'prompts';
async function run() {
const username = await execAsync(
// eslint-disable-next-line rulesdir/typography
// eslint-disable-next-line actual/typography
"gh api user --jq '.login'",
'To avoid having to enter your username, consider installing the official GitHub CLI (https://github.com/cli/cli) and logging in with `gh auth login`.',
);

View File

@@ -1,29 +1,15 @@
import path from 'node:path';
import { fileURLToPath } from 'node:url';
import globals from 'globals';
import pluginImport from 'eslint-plugin-import';
import pluginJSXA11y from 'eslint-plugin-jsx-a11y';
import pluginReact from 'eslint-plugin-react';
import pluginReactHooks from 'eslint-plugin-react-hooks';
import pluginRulesDir from 'eslint-plugin-rulesdir';
import pluginTypescript from 'typescript-eslint';
import pluginTypescriptPaths from 'eslint-plugin-typescript-paths';
import pluginActual from './packages/eslint-plugin-actual/lib/index.js';
import tsParser from '@typescript-eslint/parser';
const __filename = fileURLToPath(import.meta.url);
const __dirname = path.dirname(__filename);
pluginRulesDir.RULES_DIR = path.join(
__dirname,
'packages',
'eslint-plugin-actual',
'lib',
'rules',
);
const confusingBrowserGlobals = [
// https://github.com/facebook/create-react-app/tree/main/packages/confusing-browser-globals
'addEventListener',
@@ -167,11 +153,15 @@ export default pluginTypescript.config(
pluginImport.flatConfigs.recommended,
{
plugins: {
actual: pluginActual,
'react-hooks': pluginReactHooks,
'jsx-a11y': pluginJSXA11y,
rulesdir: pluginRulesDir,
'typescript-paths': pluginTypescriptPaths,
},
rules: {
'actual/no-untranslated-strings': 'error',
'actual/prefer-trans-over-t': 'error',
},
},
{
files: ['**/*.{js,ts,jsx,tsx}'],
@@ -458,8 +448,8 @@ export default pluginTypescript.config(
},
],
'rulesdir/typography': 'warn',
'rulesdir/prefer-if-statement': 'warn',
'actual/typography': 'warn',
'actual/prefer-if-statement': 'warn',
// Note: base rule explicitly disabled in favor of the TS one
'no-unused-vars': 'off',
@@ -467,6 +457,7 @@ export default pluginTypescript.config(
'warn',
{
varsIgnorePattern: '^(_|React)',
argsIgnorePattern: '^(_|React)',
ignoreRestSiblings: true,
caughtErrors: 'none',
},
@@ -778,7 +769,8 @@ export default pluginTypescript.config(
],
rules: {
'rulesdir/typography': 'off',
'actual/typography': 'off',
'actual/no-untranslated-strings': 'off',
},
},
{
@@ -797,7 +789,7 @@ export default pluginTypescript.config(
// TODO: fix the issues in these files
rules: {
'import/extensions': 'off',
'rulesdir/typography': 'off',
'actual/typography': 'off',
},
},
{
@@ -805,8 +797,6 @@ export default pluginTypescript.config(
rules: {
'import/no-anonymous-default-export': 'off',
'import/no-default-export': 'off',
// can be re-enabled after https://github.com/actualbudget/actual/pull/4253
'@typescript-eslint/no-unused-vars': 'off',
},
},
);

View File

@@ -41,6 +41,7 @@
"test:debug": "yarn workspaces foreach --all --verbose run test",
"e2e": "yarn workspaces foreach --all --exclude desktop-electron --parallel --verbose run e2e",
"e2e:desktop": "yarn build:desktop --skip-exe-build && yarn workspace desktop-electron e2e",
"playwright": "yarn workspace @actual-app/web run playwright",
"vrt": "yarn workspaces foreach --all --parallel --verbose run vrt",
"vrt:docker": "./bin/run-vrt",
"rebuild-electron": "./node_modules/.bin/electron-rebuild -f -m ./packages/loot-core",
@@ -54,7 +55,7 @@
},
"devDependencies": {
"@octokit/rest": "^22.0.0",
"@types/node": "^22.15.18",
"@types/node": "^22.17.0",
"@types/prompts": "^2.4.9",
"@typescript-eslint/parser": "^8.32.1",
"cross-env": "^7.0.3",
@@ -65,7 +66,6 @@
"eslint-plugin-jsx-a11y": "^6.10.2",
"eslint-plugin-react": "^7.37.5",
"eslint-plugin-react-hooks": "^5.2.0",
"eslint-plugin-rulesdir": "^0.2.2",
"eslint-plugin-typescript-paths": "^0.0.33",
"globals": "^15.15.0",
"html-to-image": "^1.11.13",
@@ -74,11 +74,12 @@
"minimatch": "^10.0.3",
"node-jq": "^6.0.1",
"npm-run-all": "^4.1.5",
"p-limit": "^6.2.0",
"prettier": "^3.5.3",
"prompts": "^2.4.2",
"source-map-support": "^0.5.21",
"ts-node": "^10.9.2",
"typescript": "^5.8.3",
"typescript": "^5.9.2",
"typescript-eslint": "^8.32.1",
"typescript-strict-plugin": "^2.4.4"
},

View File

@@ -1,6 +1,6 @@
{
"name": "@actual-app/api",
"version": "25.6.1",
"version": "25.9.0",
"license": "MIT",
"description": "An API for Actual",
"engines": {
@@ -24,14 +24,14 @@
},
"dependencies": {
"@actual-app/crdt": "workspace:^",
"better-sqlite3": "^11.10.0",
"better-sqlite3": "^12.2.0",
"compare-versions": "^6.1.1",
"node-fetch": "^3.3.2",
"uuid": "^11.1.0"
},
"devDependencies": {
"tsc-alias": "^1.8.16",
"typescript": "^5.8.3",
"vitest": "^3.1.3"
"typescript": "^5.9.2",
"vitest": "^3.2.4"
}
}

View File

@@ -11,7 +11,7 @@
"outDir": "dist",
"declarationDir": "@types",
"paths": {
"loot-core/*": ["./@types/loot-core/*"]
"loot-core/*": ["./@types/loot-core/src/*"]
}
},
"include": ["."],

View File

@@ -16,7 +16,7 @@
"@types/react": "^19.1.4",
"react": "19.1.0",
"react-dom": "19.1.0",
"vitest": "^3.1.3"
"vitest": "^3.2.4"
},
"exports": {
"./hooks/*": "./src/hooks/*.ts",
@@ -48,7 +48,8 @@
"./tokens": "./src/tokens.ts",
"./toggle": "./src/Toggle.tsx",
"./tooltip": "./src/Tooltip.tsx",
"./view": "./src/View.tsx"
"./view": "./src/View.tsx",
"./color-picker": "./src/ColorPicker.tsx"
},
"scripts": {
"generate:icons": "rm src/icons/*/*.tsx; cd src/icons && svgr --template template.ts --index-template index-template.ts --typescript --expand-props start -d . .",

View File

@@ -0,0 +1,180 @@
import { ChangeEvent, ReactNode } from 'react';
import {
ColorPicker as AriaColorPicker,
ColorPickerProps as AriaColorPickerProps,
Dialog,
DialogTrigger,
ColorSwatch as AriaColorSwatch,
ColorSwatchProps,
ColorSwatchPicker as AriaColorSwatchPicker,
ColorSwatchPickerItem,
ColorField,
parseColor,
} from 'react-aria-components';
import { css } from '@emotion/css';
import { Input } from './Input';
import { Popover } from './Popover';
function ColorSwatch(props: ColorSwatchProps) {
return (
<AriaColorSwatch
{...props}
style={({ color }) => ({
background: color.toString('hex'),
width: '32px',
height: '32px',
borderRadius: '4px',
boxShadow: 'inset 0 0 0 1px rgba(0, 0, 0, 0.1)',
})}
/>
);
}
// colors from https://materialui.co/colors
const DEFAULT_COLOR_SET = [
'#690CB0',
'#D32F2F',
'#C2185B',
'#7B1FA2',
'#512DA8',
'#303F9F',
'#1976D2',
'#0288D1',
'#0097A7',
'#00796B',
'#388E3C',
'#689F38',
'#AFB42B',
'#FBC02D',
'#FFA000',
'#F57C00',
'#E64A19',
'#5D4037',
'#616161',
'#455A64',
];
interface ColorSwatchPickerProps {
columns?: number;
colorset?: string[];
}
function ColorSwatchPicker({
columns = 5,
colorset = DEFAULT_COLOR_SET,
}: ColorSwatchPickerProps) {
const pickers = [];
for (let l = 0; l < colorset.length / columns; l++) {
const pickerItems = [];
for (let c = 0; c < columns; c++) {
const color = colorset[columns * l + c];
if (!color) {
break;
}
pickerItems.push(
<ColorSwatchPickerItem
key={color}
color={color}
className={css({
position: 'relative',
outline: 'none',
borderRadius: '4px',
width: 'fit-content',
forcedColorAdjust: 'none',
cursor: 'pointer',
'&[data-selected]::after': {
// eslint-disable-next-line actual/typography
content: '""',
position: 'absolute',
inset: 0,
border: '2px solid black',
outline: '2px solid white',
outlineOffset: '-4px',
borderRadius: 'inherit',
},
})}
>
<ColorSwatch />
</ColorSwatchPickerItem>,
);
}
pickers.push(
<AriaColorSwatchPicker
key={`colorset-${l}`}
style={{
display: 'flex',
gap: '8px',
flexWrap: 'wrap',
}}
>
{pickerItems}
</AriaColorSwatchPicker>,
);
}
return pickers;
}
const isColor = (value: string) => /^#[0-9a-fA-F]{6}$/.test(value);
interface ColorPickerProps extends AriaColorPickerProps {
children?: ReactNode;
columns?: number;
colorset?: string[];
}
export function ColorPicker({
children,
columns,
colorset,
...props
}: ColorPickerProps) {
const onInput = (value: string) => {
if (!isColor(value)) {
return;
}
const color = parseColor(value);
if (color) {
props.onChange?.(color);
}
};
return (
<AriaColorPicker defaultValue={props.defaultValue ?? '#690CB0'} {...props}>
<DialogTrigger>
{children}
<Popover>
<Dialog
style={{
outline: 'none',
padding: '15px',
display: 'flex',
flexDirection: 'column',
gap: '8px',
minWidth: '192px',
maxHeight: 'inherit',
boxSizing: 'border-box',
overflow: 'auto',
}}
>
<ColorSwatchPicker columns={columns} colorset={colorset} />
<ColorField
onInput={({ target: { value } }: ChangeEvent<HTMLInputElement>) =>
onInput(value)
}
>
<Input placeholder="#RRGGBB" style={{ width: '100px' }} />
</ColorField>
</Dialog>
</Popover>
</DialogTrigger>
</AriaColorPicker>
);
}

View File

@@ -1,5 +1,6 @@
import React, { type CSSProperties, type ReactNode } from 'react';
import React, { type ReactNode } from 'react';
import { type CSSProperties } from './styles';
import { View } from './View';
type SpaceBetweenProps = {

View File

@@ -62,7 +62,7 @@ export const Toggle = ({
data-on={isOn}
className={css(
{
// eslint-disable-next-line rulesdir/typography
// eslint-disable-next-line actual/typography
content: '" "',
position: 'absolute',
top: '2px',

View File

@@ -27,8 +27,13 @@ export const Tooltip = ({
const [isHovered, setIsHover] = useState(false);
const hoverTimeoutRef = useRef<ReturnType<typeof setTimeout>>(null);
const closeTimeoutRef = useRef<ReturnType<typeof setTimeout>>(null);
const handlePointerEnter = useCallback(() => {
if (closeTimeoutRef.current) {
clearTimeout(closeTimeoutRef.current);
}
const timeout = setTimeout(() => {
setIsHover(true);
}, triggerProps.delay ?? 300);
@@ -41,8 +46,10 @@ export const Tooltip = ({
clearTimeout(hoverTimeoutRef.current);
}
setIsHover(false);
}, []);
closeTimeoutRef.current = setTimeout(() => {
setIsHover(false);
}, triggerProps.closeDelay ?? 0);
}, [triggerProps.closeDelay]);
// Force closing the tooltip whenever the disablement state changes
useEffect(() => {

View File

@@ -23,7 +23,11 @@ export const View = forwardRef<HTMLDivElement, ViewProps>((props, ref) => {
{...restProps}
ref={innerRef ?? ref}
style={nativeStyle}
className={cx('view', className, css(style))}
className={cx(
'view',
className,
style && Object.keys(style).length > 0 ? css(style) : undefined,
)}
/>
);
});

View File

@@ -91,7 +91,7 @@ export const styles: Record<string, any> = {
},
shadowLarge,
tnum: {
// eslint-disable-next-line rulesdir/typography
// eslint-disable-next-line actual/typography
fontFeatureSettings: '"tnum"',
},
notFixed: { fontFeatureSettings: '' },

View File

@@ -188,6 +188,7 @@ export const theme = {
reportsInnerLabel: 'var(--color-reportsInnerLabel)',
noteTagBackground: 'var(--color-noteTagBackground)',
noteTagBackgroundHover: 'var(--color-noteTagBackgroundHover)',
noteTagDefault: 'var(--color-noteTagDefault)',
noteTagText: 'var(--color-noteTagText)',
budgetOtherMonth: 'var(--color-budgetOtherMonth)',
budgetCurrentMonth: 'var(--color-budgetCurrentMonth)',

View File

@@ -18,4 +18,9 @@ protoc --plugin="protoc-gen-ts=../../node_modules/.bin/protoc-gen-ts" \
../../node_modules/.bin/prettier --write src/proto/*.d.ts
for file in src/proto/*.d.ts; do
{ echo "/* eslint-disable @typescript-eslint/no-namespace */"; sed 's/export class/export declare class/g' "$file"; } > "${file%.d.ts}.ts"
rm "$file"
done
echo 'One more step! Find the `var global = ...` declaration in src/proto/sync_pb.js and change it to `var global = globalThis;`'

View File

@@ -11,7 +11,7 @@
"scripts": {
"build:node": "tsc --p tsconfig.dist.json",
"proto:generate": "./bin/generate-proto",
"build": "rm -rf dist && yarn run build:node && cp src/proto/sync_pb.d.ts dist/src/proto/",
"build": "rm -rf dist && yarn run build:node",
"test": "vitest --globals"
},
"dependencies": {
@@ -20,8 +20,10 @@
"uuid": "^11.1.0"
},
"devDependencies": {
"@types/google-protobuf": "^3.15.12",
"protoc-gen-js": "^3.21.4-4",
"ts-protoc-gen": "^0.15.0",
"typescript": "^5.8.3",
"vitest": "^3.1.3"
"typescript": "^5.9.2",
"vitest": "^3.2.4"
}
}

View File

@@ -1,4 +1,6 @@
import * as SyncPb from './proto/sync_pb';
/* eslint-disable @typescript-eslint/no-explicit-any */
import './proto/sync_pb.js'; // Import for side effects
export {
merkle,
getClock,
@@ -11,4 +13,11 @@ export {
Timestamp,
} from './crdt';
export const SyncProtoBuf = SyncPb;
// Access global proto namespace
export const SyncRequest = (globalThis as any).proto.SyncRequest;
export const SyncResponse = (globalThis as any).proto.SyncResponse;
export const Message = (globalThis as any).proto.Message;
export const MessageEnvelope = (globalThis as any).proto.MessageEnvelope;
export const EncryptedData = (globalThis as any).proto.EncryptedData;
export const SyncProtoBuf = (globalThis as any).proto;

View File

@@ -157,9 +157,9 @@ proto.EncryptedData.prototype.toObject = function(opt_includeInstance) {
*/
proto.EncryptedData.toObject = function(includeInstance, msg) {
var f, obj = {
iv: msg.getIv_asB64(),
authtag: msg.getAuthtag_asB64(),
data: msg.getData_asB64()
iv: msg.getIv_asB64(),
authtag: msg.getAuthtag_asB64(),
data: msg.getData_asB64()
};
if (includeInstance) {
@@ -419,10 +419,10 @@ proto.Message.prototype.toObject = function(opt_includeInstance) {
*/
proto.Message.toObject = function(includeInstance, msg) {
var f, obj = {
dataset: jspb.Message.getFieldWithDefault(msg, 1, ""),
row: jspb.Message.getFieldWithDefault(msg, 2, ""),
column: jspb.Message.getFieldWithDefault(msg, 3, ""),
value: jspb.Message.getFieldWithDefault(msg, 4, "")
dataset: jspb.Message.getFieldWithDefault(msg, 1, ""),
row: jspb.Message.getFieldWithDefault(msg, 2, ""),
column: jspb.Message.getFieldWithDefault(msg, 3, ""),
value: jspb.Message.getFieldWithDefault(msg, 4, "")
};
if (includeInstance) {
@@ -639,9 +639,9 @@ proto.MessageEnvelope.prototype.toObject = function(opt_includeInstance) {
*/
proto.MessageEnvelope.toObject = function(includeInstance, msg) {
var f, obj = {
timestamp: jspb.Message.getFieldWithDefault(msg, 1, ""),
isencrypted: jspb.Message.getBooleanFieldWithDefault(msg, 2, false),
content: msg.getContent_asB64()
timestamp: jspb.Message.getFieldWithDefault(msg, 1, ""),
isencrypted: jspb.Message.getBooleanFieldWithDefault(msg, 2, false),
content: msg.getContent_asB64()
};
if (includeInstance) {
@@ -860,12 +860,12 @@ proto.SyncRequest.prototype.toObject = function(opt_includeInstance) {
*/
proto.SyncRequest.toObject = function(includeInstance, msg) {
var f, obj = {
messagesList: jspb.Message.toObjectList(msg.getMessagesList(),
messagesList: jspb.Message.toObjectList(msg.getMessagesList(),
proto.MessageEnvelope.toObject, includeInstance),
fileid: jspb.Message.getFieldWithDefault(msg, 2, ""),
groupid: jspb.Message.getFieldWithDefault(msg, 3, ""),
keyid: jspb.Message.getFieldWithDefault(msg, 5, ""),
since: jspb.Message.getFieldWithDefault(msg, 6, "")
fileid: jspb.Message.getFieldWithDefault(msg, 2, ""),
groupid: jspb.Message.getFieldWithDefault(msg, 3, ""),
keyid: jspb.Message.getFieldWithDefault(msg, 5, ""),
since: jspb.Message.getFieldWithDefault(msg, 6, "")
};
if (includeInstance) {
@@ -1140,9 +1140,9 @@ proto.SyncResponse.prototype.toObject = function(opt_includeInstance) {
*/
proto.SyncResponse.toObject = function(includeInstance, msg) {
var f, obj = {
messagesList: jspb.Message.toObjectList(msg.getMessagesList(),
messagesList: jspb.Message.toObjectList(msg.getMessagesList(),
proto.MessageEnvelope.toObject, includeInstance),
merkle: jspb.Message.getFieldWithDefault(msg, 2, "")
merkle: jspb.Message.getFieldWithDefault(msg, 2, "")
};
if (includeInstance) {

View File

@@ -1,9 +1,10 @@
/* eslint-disable @typescript-eslint/no-namespace */
// package:
// file: sync.proto
import * as jspb from 'google-protobuf';
export class EncryptedData extends jspb.Message {
export declare class EncryptedData extends jspb.Message {
getIv(): Uint8Array | string;
getIv_asU8(): Uint8Array;
getIv_asB64(): string;
@@ -48,7 +49,7 @@ export namespace EncryptedData {
};
}
export class Message extends jspb.Message {
export declare class Message extends jspb.Message {
getDataset(): string;
setDataset(value: string): void;
@@ -88,7 +89,7 @@ export namespace Message {
};
}
export class MessageEnvelope extends jspb.Message {
export declare class MessageEnvelope extends jspb.Message {
getTimestamp(): string;
setTimestamp(value: string): void;
@@ -129,7 +130,7 @@ export namespace MessageEnvelope {
};
}
export class SyncRequest extends jspb.Message {
export declare class SyncRequest extends jspb.Message {
clearMessagesList(): void;
getMessagesList(): Array<MessageEnvelope>;
setMessagesList(value: Array<MessageEnvelope>): void;
@@ -178,7 +179,7 @@ export namespace SyncRequest {
};
}
export class SyncResponse extends jspb.Message {
export declare class SyncResponse extends jspb.Message {
clearMessagesList(): void;
getMessagesList(): Array<MessageEnvelope>;
setMessagesList(value: Array<MessageEnvelope>): void;

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