note

* fix electron dev mode

* release notes

.coderabbit.yaml

@@ -1,6 +1,6 @@
 issue_enrichment:
   auto_enrich:
-    enabled: false
+    enabled: true
 reviews:
   request_changes_workflow: true
   review_status: false

.dockerignore

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

.github/PULL_REQUEST_TEMPLATE.md

@@ -1,4 +1,4 @@
-<!-- Thank you for submitting a pull request! Make sure to follow the instructions to write release notes for your PR — it should only take a minute or two: https://github.com/actualbudget/docs#writing-good-release-notes. Try running yarn generate:release-notes *before* pushing your PR for an interactive experience. -->
+<!-- Thank you for submitting a pull request! Make sure to follow the instructions to write release notes for your PR — it should only take a minute or two: https://actualbudget.org/docs/contributing/#writing-good-release-notes. Try running yarn generate:release-notes *before* pushing your PR for an interactive experience. -->
 
 ## Description
 

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

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

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

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

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

@@ -39,6 +39,22 @@ async function getPRDetails() {
     console.log('- Base Branch:', pr.base.ref);
     console.log('- Head Branch:', pr.head.ref);
 
+    // Fetch all changed files to detect docs-only PRs
+    const files = await octokit.paginate(octokit.rest.pulls.listFiles, {
+      owner,
+      repo: repoName,
+      pull_number: issueNumber,
+      per_page: 100,
+    });
+
+    const changedFiles = files.map(f => f.filename);
+    const isDocsOnly =
+      changedFiles.length > 0 &&
+      changedFiles.every(file => file.startsWith('packages/docs/'));
+
+    console.log('- Changed Files:', changedFiles.length);
+    console.log('- Is Docs Only:', isDocsOnly);
+
     const result = {
       number: pr.number,
       author: pr.user.login,
@@ -47,11 +63,31 @@ async function getPRDetails() {
       headBranch: pr.head.ref,
     };
 
+    let eligible = true;
+    if (pr.base.ref !== 'master') {
+      console.log(
+        'PR does not target master branch, skipping release notes generation',
+      );
+      eligible = false;
+    } else if (pr.head.ref.startsWith('release/')) {
+      console.log(
+        'PR head branch is a release branch, skipping release notes generation',
+      );
+      eligible = false;
+    } else if (isDocsOnly) {
+      console.log(
+        'PR only changes documentation, skipping release notes generation',
+      );
+      eligible = false;
+    }
+
     setOutput('result', JSON.stringify(result));
+    setOutput('eligible', JSON.stringify(eligible));
   } catch (error) {
     console.log('Error getting PR details:', error.message);
     console.log('Stack:', error.stack);
     setOutput('result', 'null');
+    setOutput('eligible', 'false');
     process.exit(1);
   }
 }
@@ -60,5 +96,6 @@ getPRDetails().catch(error => {
   console.log('Unhandled error:', error.message);
   console.log('Stack:', error.stack);
   setOutput('result', 'null');
+  setOutput('eligible', 'false');
   process.exit(1);
 });

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

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

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

@@ -4,6 +4,7 @@ ABNANL
 Activo
 actualrc
 AESUDEF
+ajv
 ALZEY
 Anglais
 ANZ
@@ -60,6 +61,7 @@ Dockerfiles
 Dominguez
 DUSSDEDDXXX
 DUSSELDORF
+ecf
 EDATE
 ENTERCARD
 Entra
@@ -112,7 +114,6 @@ Keycloak
 Khurozov
 KORT
 Kreditbank
-KRW
 lage
 LHV
 LHVBEE
@@ -126,6 +127,7 @@ Moldovan
 murmurhash
 NETWORKDAYS
 nginx
+nodenext
 OIDC
 Okabe
 overbudgeted
@@ -133,12 +135,12 @@ overbudgeting
 oxc
 Paribas
 passwordless
+PAYPAL
+picomatch
 pluggyai
 Poste
 PPABPLPK
 prefs
-Primoco
-Priotecs
 proactively
 Qatari
 QNTOFRP
@@ -169,12 +171,14 @@ SWEDBANK
 SWEDNOKK
 Synology
 systemctl
-tada
 taskbar
 templating
 THB
+TIMEFRAME
 touchscreen
 triaging
+tsgo
+TWD
 UAH
 ubuntu
 undici

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

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

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

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

.github/actions/setup/action.yml

@@ -52,8 +52,9 @@ runs:
       with:
         repository: actualbudget/translations
         path: ${{ inputs.working-directory }}/packages/desktop-client/locale
-      if: ${{ inputs.download-translations == 'true' }}
+        persist-credentials: false
+      if: ${{ inputs.download-translations == 'true' && !env.ACT }}
     - name: Remove untranslated languages
       run: packages/desktop-client/bin/remove-untranslated-languages
       shell: bash
-      if: ${{ inputs.download-translations == 'true' }}
+      if: ${{ inputs.download-translations == 'true' && !env.ACT }}

.github/scripts/count-points.mjs

@@ -35,7 +35,11 @@ const CONFIG = {
     'release-notes/**/*',
     'upcoming-release-notes/**/*',
   ],
-  DOCS_FILES_PATTERN: 'packages/docs/**/*',
+  DOCS_FILES_PATTERNS: [
+    'packages/docs/**/*',
+    '!packages/docs/package.json',
+    '.github/actions/docs-spelling/*',
+  ],
 };
 
 /**
@@ -57,78 +61,29 @@ function parseReleaseNotesCategory(content) {
   return categoryMatch[1].trim();
 }
 
-/**
- * Get the last commit SHA on or before a given date.
- * @param {Octokit} octokit - The Octokit instance.
- * @param {string} owner - Repository owner.
- * @param {string} repo - Repository name.
- * @param {Date} beforeDate - The date to find the last commit before.
- * @returns {Promise<string|null>} The commit SHA or null if not found.
- */
-async function getLastCommitBeforeDate(octokit, owner, repo, beforeDate) {
-  try {
-    // Get the default branch from the repository
-    const { data: repoData } = await octokit.repos.get({ owner, repo });
-    const defaultBranch = repoData.default_branch;
-
-    const { data: commits } = await octokit.repos.listCommits({
-      owner,
-      repo,
-      sha: defaultBranch,
-      until: beforeDate.toISOString(),
-      per_page: 1,
-    });
-
-    if (commits.length > 0) {
-      return commits[0].sha;
-    }
-  } catch {
-    // If error occurs, return null to fall back to default branch
-  }
-
-  return null;
-}
-
 /**
  * Get the category and points for a PR by reading its release notes file.
  * @param {Octokit} octokit - The Octokit instance.
  * @param {string} owner - Repository owner.
  * @param {string} repo - Repository name.
- * @param {number} prNumber - PR number.
- * @param {Date} monthEnd - The end date of the month to use as base revision.
- * @returns {Promise<Object>} Object with category and points, or null if error.
+ * @param {string|null} releaseNoteBlobSha - The blob SHA of the release notes file, or null if not found.
+ * @returns {Promise<Object>} Object with category and points.
  */
 async function getPRCategoryAndPoints(
   octokit,
   owner,
   repo,
-  prNumber,
-  monthEnd,
+  releaseNoteBlobSha,
 ) {
-  const releaseNotesPath = `upcoming-release-notes/${prNumber}.md`;
-
   try {
-    // Get the last commit of the month to use as base revision
-    const commitSha = await getLastCommitBeforeDate(
-      octokit,
-      owner,
-      repo,
-      monthEnd,
-    );
+    if (releaseNoteBlobSha) {
+      const { data: blob } = await octokit.git.getBlob({
+        owner,
+        repo,
+        file_sha: releaseNoteBlobSha,
+      });
 
-    // Try to read the release notes file from the last commit of the month
-    const { data: fileContent } = await octokit.repos.getContent({
-      owner,
-      repo,
-      path: releaseNotesPath,
-      ref: commitSha || undefined, // Use commit SHA if available, otherwise default branch
-    });
-
-    if (fileContent.content) {
-      // Decode base64 content
-      const content = Buffer.from(fileContent.content, 'base64').toString(
-        'utf-8',
-      );
+      const content = Buffer.from(blob.content, 'base64').toString('utf-8');
       const category = parseReleaseNotesCategory(content);
       const tier = CONFIG.PR_CONTRIBUTION_POINTS.find(e =>
         e.categories.includes(category),
@@ -276,13 +231,25 @@ async function countContributorPoints() {
             ),
         );
 
-        const docsFiles = filteredFiles.filter(file =>
-          minimatch(file.filename, CONFIG.DOCS_FILES_PATTERN, { dot: true }),
-        );
-        const codeFiles = filteredFiles.filter(
-          file =>
-            !minimatch(file.filename, CONFIG.DOCS_FILES_PATTERN, { dot: true }),
-        );
+        const isDocsFile = file => {
+          const positivePatterns = CONFIG.DOCS_FILES_PATTERNS.filter(
+            p => !p.startsWith('!'),
+          );
+          const negativePatterns = CONFIG.DOCS_FILES_PATTERNS.filter(p =>
+            p.startsWith('!'),
+          );
+          return (
+            positivePatterns.some(p =>
+              minimatch(file.filename, p, { dot: true }),
+            ) &&
+            negativePatterns.every(p =>
+              minimatch(file.filename, p, { dot: true }),
+            )
+          );
+        };
+
+        const docsFiles = filteredFiles.filter(isDocsFile);
+        const codeFiles = filteredFiles.filter(file => !isDocsFile(file));
 
         const docsChanges = docsFiles.reduce(
           (sum, file) => sum + file.additions + file.deletions,
@@ -329,12 +296,15 @@ async function countContributorPoints() {
           // Award points to PR author if they are a core maintainer
           const prAuthor = pr.user?.login;
           if (prAuthor && orgMemberLogins.has(prAuthor)) {
+            const releaseNoteFile = modifiedFiles.find(
+              file =>
+                file.filename === `upcoming-release-notes/${pr.number}.md`,
+            );
             const categoryAndPoints = await getPRCategoryAndPoints(
               octokit,
               owner,
               repo,
-              pr.number,
-              until,
+              releaseNoteFile?.sha ?? null,
             );
 
             if (categoryAndPoints) {

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

@@ -18,6 +18,8 @@ jobs:
     steps:
       - name: Checkout repository
         uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
@@ -42,11 +44,7 @@ jobs:
           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' &&
-          fromJSON(steps.pr-details.outputs.result).baseBranch == 'master' &&
-          !startsWith(fromJSON(steps.pr-details.outputs.result).headBranch, 'release/')
+        if: steps.pr-details.outputs.eligible == 'true'
         id: check-release-notes-exists
         run: node .github/actions/ai-generated-release-notes/check-release-notes-exists.js
         env:
@@ -56,7 +54,7 @@ jobs:
           PR_DETAILS: ${{ steps.pr-details.outputs.result }}
 
       - name: Generate summary with OpenAI
-        if: steps.check-first-comment.outputs.result == 'true' && steps.check-release-notes-exists.outputs.result == 'false'
+        if: steps.check-release-notes-exists.outputs.result == 'false'
         id: generate-summary
         run: node .github/actions/ai-generated-release-notes/generate-summary.js
         env:
@@ -65,7 +63,7 @@ jobs:
           PR_DETAILS: ${{ steps.pr-details.outputs.result }}
 
       - name: Determine category with OpenAI
-        if: steps.check-first-comment.outputs.result == 'true' && steps.check-release-notes-exists.outputs.result == 'false' && steps.generate-summary.outputs.result != 'null'
+        if: steps.generate-summary.outputs.result != 'null' && steps.generate-summary.outputs.result != ''
         id: determine-category
         run: node .github/actions/ai-generated-release-notes/determine-category.js
         env:
@@ -75,7 +73,7 @@ jobs:
           SUMMARY_DATA: ${{ steps.generate-summary.outputs.result }}
 
       - name: Create and commit release notes file via GitHub API
-        if: steps.check-first-comment.outputs.result == 'true' && steps.check-release-notes-exists.outputs.result == 'false' && steps.generate-summary.outputs.result != 'null' && steps.determine-category.outputs.result != 'null' && steps.determine-category.outputs.result != ''
+        if: steps.determine-category.outputs.result != 'null' && steps.determine-category.outputs.result != ''
         run: node .github/actions/ai-generated-release-notes/create-release-notes-file.js
         env:
           GITHUB_TOKEN: ${{ secrets.ACTIONS_UPDATE_TOKEN }}
@@ -85,7 +83,7 @@ jobs:
           CATEGORY: ${{ steps.determine-category.outputs.result }}
 
       - name: Comment on PR
-        if: steps.check-first-comment.outputs.result == 'true' && steps.check-release-notes-exists.outputs.result == 'false' && steps.generate-summary.outputs.result != 'null' && steps.determine-category.outputs.result != 'null' && steps.determine-category.outputs.result != ''
+        if: steps.determine-category.outputs.result != 'null' && steps.determine-category.outputs.result != ''
         run: node .github/actions/ai-generated-release-notes/comment-on-pr.js
         env:
           GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}

.github/workflows/autofix.yml

@@ -16,6 +16,8 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:

.github/workflows/build.yml

@@ -19,35 +19,54 @@ concurrency:
   cancel-in-progress: ${{ github.ref != 'refs/heads/master' }}
 
 jobs:
+  setup:
+    runs-on: ubuntu-latest
+    permissions:
+      contents: read
+    steps:
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
+      - name: Set up environment
+        uses: ./.github/actions/setup
+        with:
+          download-translations: 'false'
+
   api:
+    needs: setup
     runs-on: ubuntu-latest
     steps:
       - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
           download-translations: 'false'
       - name: Build API
-        run: cd packages/api && yarn build
+        run: yarn build:api
       - name: Create package tgz
         run: cd packages/api && yarn pack && mv package.tgz actual-api.tgz
       - name: Prepare bundle stats artifact
         run: cp packages/api/app/stats.json api-stats.json
       - name: Upload Build
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: actual-api
           path: packages/api/actual-api.tgz
       - name: Upload API bundle stats
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: api-build-stats
           path: api-stats.json
 
   crdt:
+    needs: setup
     runs-on: ubuntu-latest
     steps:
       - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
@@ -56,35 +75,48 @@ jobs:
         run: cd packages/crdt && yarn build
       - name: Create package tgz
         run: cd packages/crdt && yarn pack && mv package.tgz actual-crdt.tgz
+      - name: Prepare bundle stats artifact
+        run: cp packages/crdt/dist/stats.json crdt-stats.json
       - name: Upload Build
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: actual-crdt
           path: packages/crdt/actual-crdt.tgz
+      - name: Upload CRDT bundle stats
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
+        with:
+          name: crdt-build-stats
+          path: crdt-stats.json
 
   web:
+    needs: setup
     runs-on: ubuntu-latest
     steps:
       - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
       - name: Build Web
         run: yarn build:browser
       - name: Upload Build
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: actual-web
           path: packages/desktop-client/build
       - name: Upload Build Stats
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: build-stats
           path: packages/desktop-client/build-stats
 
   cli:
+    needs: setup
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
@@ -96,20 +128,23 @@ jobs:
       - name: Prepare bundle stats artifact
         run: cp packages/cli/dist/stats.json cli-stats.json
       - name: Upload Build
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: actual-cli
           path: packages/cli/actual-cli.tgz
       - name: Upload CLI bundle stats
-        uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: cli-build-stats
           path: cli-stats.json
 
   server:
+    needs: setup
     runs-on: ubuntu-latest
     steps:
       - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
@@ -117,7 +152,7 @@ jobs:
       - name: Build Server
         run: yarn workspace @actual-app/sync-server build
       - name: Upload Build
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: sync-server
           path: packages/sync-server/build

.github/workflows/check.yml

@@ -12,20 +12,40 @@ concurrency:
   cancel-in-progress: ${{ github.ref != 'refs/heads/master' }}
 
 jobs:
+  setup:
+    runs-on: ubuntu-latest
+    permissions:
+      contents: read
+    steps:
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
+      - name: Set up environment
+        uses: ./.github/actions/setup
+        with:
+          download-translations: 'false'
   constraints:
+    needs: setup
     runs-on: ubuntu-latest
     steps:
       - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
           download-translations: 'false'
       - name: Check dependency version consistency
         run: yarn constraints
+      - name: Check tsconfig project references are in sync
+        run: yarn check:tsconfig-references
   lint:
+    needs: setup
     runs-on: ubuntu-latest
     steps:
       - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
@@ -33,9 +53,12 @@ jobs:
       - name: Lint
         run: yarn lint
   typecheck:
+    needs: setup
     runs-on: ubuntu-latest
     steps:
       - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
@@ -43,9 +66,12 @@ jobs:
       - name: Typecheck
         run: yarn typecheck
   validate-cli:
+    needs: setup
     runs-on: ubuntu-latest
     steps:
       - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
@@ -55,21 +81,36 @@ jobs:
       - name: Check that the built CLI works
         run: node packages/sync-server/build/bin/actual-server.js --version
   test:
+    needs: setup
     runs-on: ubuntu-latest
     steps:
       - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
           download-translations: 'false'
       - name: Test
         run: yarn test
+  check-gh-actions:
+    runs-on: ubuntu-latest
+    permissions:
+      security-events: write
+    steps:
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
+      - uses: zizmorcore/zizmor-action@71321a20a9ded102f6e9ce5718a2fcec2c4f70d8 # v0.5.2
 
   migrations:
+    needs: setup
     if: github.event_name == 'pull_request'
     runs-on: ubuntu-latest
     steps:
       - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:

.github/workflows/codeql.yml

@@ -23,13 +23,15 @@ jobs:
     steps:
       - name: Checkout repository
         uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
 
       - name: Initialize CodeQL
-        uses: github/codeql-action/init@b1bff81932f5cdfc8695c7752dcee935dcd061c8 # v4.33.0
+        uses: github/codeql-action/init@c10b8064de6f491fea524254123dbe5e09572f13 # v4.35.1
         with:
           languages: javascript
 
       - name: Perform CodeQL Analysis
-        uses: github/codeql-action/analyze@b1bff81932f5cdfc8695c7752dcee935dcd061c8 # v4.33.0
+        uses: github/codeql-action/analyze@c10b8064de6f491fea524254123dbe5e09572f13 # v4.35.1
         with:
           category: '/language:javascript'

.github/workflows/count-points.yml

@@ -17,6 +17,8 @@ jobs:
     steps:
       - name: Checkout repository
         uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:

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

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

.github/workflows/docker-edge.yml

@@ -37,6 +37,8 @@ jobs:
         os: [ubuntu, alpine]
     steps:
       - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
 
       - name: Set up QEMU
         uses: docker/setup-qemu-action@ce360397dd3f832beb865e1373c09c0e9f86d70a # v4.0.0
@@ -54,14 +56,14 @@ jobs:
           tags: ${{ env.TAGS }}
 
       - name: Login to Docker Hub
-        uses: docker/login-action@b45d80f862d83dbcd57f89517bcf500b2ab88fb2 # v4.0.0
+        uses: docker/login-action@4907a6ddec9925e35a0a9e82d7399ccc52663121 # v4.1.0
         if: github.event_name != 'pull_request' && !github.event.repository.fork
         with:
           username: ${{ secrets.DOCKERHUB_USERNAME }}
           password: ${{ secrets.DOCKERHUB_TOKEN }}
 
       - name: Login to GitHub Container Registry
-        uses: docker/login-action@b45d80f862d83dbcd57f89517bcf500b2ab88fb2 # v4.0.0
+        uses: docker/login-action@4907a6ddec9925e35a0a9e82d7399ccc52663121 # v4.1.0
         if: github.event_name != 'pull_request'
         with:
           registry: ghcr.io
@@ -76,7 +78,7 @@ jobs:
         run: yarn build:server
 
       - name: Build image for testing
-        uses: docker/build-push-action@d08e5c354a6adb9ed34480a06d141179aa583294 # v7.0.0
+        uses: docker/build-push-action@bcafcacb16a39f128d818304e6c9c0c18556b85f # v7.1.0
         with:
           context: .
           push: false
@@ -93,7 +95,7 @@ jobs:
       # This will use the cache from the earlier build step and not rebuild the image
       # https://docs.docker.com/build/ci/github-actions/test-before-push/
       - name: Build and push images
-        uses: docker/build-push-action@d08e5c354a6adb9ed34480a06d141179aa583294 # v7.0.0
+        uses: docker/build-push-action@bcafcacb16a39f128d818304e6c9c0c18556b85f # v7.1.0
         with:
           context: .
           push: ${{ github.event_name != 'pull_request' }}

.github/workflows/docker-release.yml

@@ -29,6 +29,8 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
 
       - name: Set up QEMU
         uses: docker/setup-qemu-action@ce360397dd3f832beb865e1373c09c0e9f86d70a # v4.0.0
@@ -58,13 +60,13 @@ jobs:
           tags: ${{ env.TAGS }}
 
       - name: Login to Docker Hub
-        uses: docker/login-action@b45d80f862d83dbcd57f89517bcf500b2ab88fb2 # v4.0.0
+        uses: docker/login-action@4907a6ddec9925e35a0a9e82d7399ccc52663121 # v4.1.0
         with:
           username: ${{ secrets.DOCKERHUB_USERNAME }}
           password: ${{ secrets.DOCKERHUB_TOKEN }}
 
       - name: Login to GitHub Container Registry
-        uses: docker/login-action@b45d80f862d83dbcd57f89517bcf500b2ab88fb2 # v4.0.0
+        uses: docker/login-action@4907a6ddec9925e35a0a9e82d7399ccc52663121 # v4.1.0
         with:
           registry: ghcr.io
           username: ${{ github.repository_owner }}
@@ -78,7 +80,7 @@ jobs:
         run: yarn build:server
 
       - name: Build and push ubuntu image
-        uses: docker/build-push-action@d08e5c354a6adb9ed34480a06d141179aa583294 # v7.0.0
+        uses: docker/build-push-action@bcafcacb16a39f128d818304e6c9c0c18556b85f # v7.1.0
         with:
           context: .
           push: true
@@ -87,7 +89,7 @@ jobs:
           tags: ${{ steps.meta.outputs.tags }}
 
       - name: Build and push alpine image
-        uses: docker/build-push-action@d08e5c354a6adb9ed34480a06d141179aa583294 # v7.0.0
+        uses: docker/build-push-action@bcafcacb16a39f128d818304e6c9c0c18556b85f # v7.1.0
         with:
           context: .
           push: true

.github/workflows/docs-spelling.yml

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

.github/workflows/e2e-test.yml

@@ -17,32 +17,80 @@ on:
 env:
   GITHUB_PR_NUMBER: ${{github.event.pull_request.number}}
 
+permissions:
+  contents: read
+
 concurrency:
   group: ${{ github.workflow }}-${{ github.event.pull_request.number || github.ref }}
   cancel-in-progress: true
 
 jobs:
-  functional:
-    name: Functional (shard ${{ matrix.shard }}/5)
+  build-web:
+    name: Build web bundle
     runs-on: ubuntu-latest
-    strategy:
-      fail-fast: false
-      matrix:
-        shard: [1, 2, 3, 4, 5]
     container:
-      image: mcr.microsoft.com/playwright:v1.58.2-jammy
+      image: mcr.microsoft.com/playwright:v1.59.1-jammy
     steps:
       - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
           download-translations: 'false'
       - name: Trust the repository directory
         run: git config --global --add safe.directory "$GITHUB_WORKSPACE"
+      - name: Build browser bundle
+        # REACT_APP_NETLIFY=true flips isNonProductionEnvironment() on in the
+        # bundle so the "Create test file" button (used by every e2e beforeEach
+        # via ConfigurationPage.createTestFile()) is still rendered in a
+        # production build. Without it, e2e tests would time out waiting for
+        # a button that was tree-shaken out.
+        # --skip-translations keeps VRT screenshots deterministic by rendering
+        # source-code English instead of upstream Weblate en.json (which can
+        # drift between snapshot capture and test runs).
+        env:
+          REACT_APP_NETLIFY: 'true'
+        run: yarn build:browser --skip-translations
+      - name: Upload build artifact
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
+        with:
+          name: desktop-client-build
+          path: packages/desktop-client/build/
+          retention-days: 1
+          overwrite: true
+
+  functional:
+    name: Functional (shard ${{ matrix.shard }}/3)
+    runs-on: ubuntu-latest
+    needs: build-web
+    strategy:
+      fail-fast: false
+      matrix:
+        shard: [1, 2, 3]
+    container:
+      image: mcr.microsoft.com/playwright:v1.59.1-jammy
+    env:
+      E2E_USE_BUILD: '1'
+    steps:
+      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
+      - name: Set up environment
+        uses: ./.github/actions/setup
+        with:
+          download-translations: 'false'
+      - name: Trust the repository directory
+        run: git config --global --add safe.directory "$GITHUB_WORKSPACE"
+      - name: Download web build
+        uses: actions/download-artifact@3e5f45b2cfb9172054b4087a40e8e0b5a5461e7c # v8.0.1
+        with:
+          name: desktop-client-build
+          path: packages/desktop-client/build/
       - name: Run E2E Tests
-        run: yarn e2e --shard=${{ matrix.shard }}/5
-      - uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
-        if: always()
+        run: yarn e2e --shard=${{ matrix.shard }}/3
+      - uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
+        if: failure()
         with:
           name: desktop-client-test-results-shard-${{ matrix.shard }}
           path: packages/desktop-client/test-results/
@@ -53,19 +101,27 @@ jobs:
     name: Functional Desktop App
     runs-on: ubuntu-latest
     container:
-      image: mcr.microsoft.com/playwright:v1.58.2-jammy
+      image: mcr.microsoft.com/playwright:v1.59.1-jammy
     steps:
       - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
           download-translations: 'false'
       - name: Trust the repository directory
         run: git config --global --add safe.directory "$GITHUB_WORKSPACE"
+
+      # Build tools are needed to rebuild native modules like better-sqlite3 used by the Desktop app, which is required to run E2E tests on the Desktop app.
+      - name: Install build tools
+        run: apt-get update && apt-get install -y build-essential python3
+
       - name: Run Desktop app E2E Tests
         run: |
+          yarn rebuild-electron
           xvfb-run --auto-servernum --server-args="-screen 0 1920x1080x24" -- yarn e2e:desktop
-      - uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+      - uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         if: always()
         with:
           name: desktop-app-test-results
@@ -74,23 +130,35 @@ jobs:
           overwrite: true
 
   vrt:
-    name: Visual regression (shard ${{ matrix.shard }}/5)
+    name: Visual regression (shard ${{ matrix.shard }}/3)
     runs-on: ubuntu-latest
+    needs: build-web
     strategy:
       fail-fast: false
       matrix:
-        shard: [1, 2, 3, 4, 5]
+        shard: [1, 2, 3]
     container:
-      image: mcr.microsoft.com/playwright:v1.58.2-jammy
+      image: mcr.microsoft.com/playwright:v1.59.1-jammy
+    env:
+      E2E_USE_BUILD: '1'
     steps:
       - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
           download-translations: 'false'
+      - name: Trust the repository directory
+        run: git config --global --add safe.directory "$GITHUB_WORKSPACE"
+      - name: Download web build
+        uses: actions/download-artifact@3e5f45b2cfb9172054b4087a40e8e0b5a5461e7c # v8.0.1
+        with:
+          name: desktop-client-build
+          path: packages/desktop-client/build/
       - name: Run VRT Tests
-        run: yarn vrt --shard=${{ matrix.shard }}/5
-      - uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        run: yarn vrt --shard=${{ matrix.shard }}/3
+      - uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         if: always()
         with:
           name: vrt-blob-report-${{ matrix.shard }}
@@ -104,9 +172,11 @@ jobs:
     runs-on: ubuntu-latest
     if: ${{ !cancelled() }}
     container:
-      image: mcr.microsoft.com/playwright:v1.58.2-jammy
+      image: mcr.microsoft.com/playwright:v1.59.1-jammy
     steps:
       - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
       - name: Download all blob reports
@@ -118,7 +188,7 @@ jobs:
       - name: Merge reports
         id: merge-reports
         run: yarn workspace @actual-app/web run playwright merge-reports --reporter html ./all-blob-reports
-      - uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+      - uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         id: playwright-report-vrt
         with:
           name: html-report--attempt-${{ github.run_attempt }}
@@ -131,10 +201,12 @@ jobs:
           mkdir -p vrt-metadata
           echo "${{ github.event.pull_request.number }}" > vrt-metadata/pr-number.txt
           echo "${{ needs.vrt.result }}" > vrt-metadata/vrt-result.txt
-          echo "${{ steps.playwright-report-vrt.outputs.artifact-url }}" > vrt-metadata/artifact-url.txt
+          echo "${STEPS_PLAYWRIGHT_REPORT_VRT_OUTPUTS_ARTIFACT_URL}" > vrt-metadata/artifact-url.txt
+        env:
+          STEPS_PLAYWRIGHT_REPORT_VRT_OUTPUTS_ARTIFACT_URL: ${{ steps.playwright-report-vrt.outputs.artifact-url }}
       - name: Upload VRT metadata
         if: github.event_name == 'pull_request'
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: vrt-comment-metadata
           path: vrt-metadata/

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

@@ -53,7 +53,7 @@ jobs:
 
       - name: Comment on PR with VRT report link
         if: steps.metadata.outputs.should_comment == 'true'
-        uses: marocchino/sticky-pull-request-comment@70d2764d1a7d5d9560b100cbea0077fc8f633987 # v3.0.2
+        uses: marocchino/sticky-pull-request-comment@0ea0beb66eb9baf113663a64ec522f60e49231c0 # v3.0.4
         with:
           number: ${{ steps.metadata.outputs.pr_number }}
           header: vrt-comment

.github/workflows/electron-master.yml

@@ -22,6 +22,7 @@ jobs:
     permissions:
       contents: write
     strategy:
+      fail-fast: false
       matrix:
         os:
           - ubuntu-22.04
@@ -30,6 +31,8 @@ jobs:
     runs-on: ${{ matrix.os }}
     steps:
       - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - if: ${{ startsWith(matrix.os, 'windows') }}
         run: pip.exe install setuptools
       - if: ${{ ! startsWith(matrix.os, 'windows') }}
@@ -56,9 +59,11 @@ jobs:
 
           METAINFO_FILE="packages/desktop-electron/extra-resources/linux/com.actualbudget.actual.metainfo.xml"
           TODAY=$(date +%Y-%m-%d)
-          VERSION=${{ steps.process_version.outputs.version }}
+          VERSION=${STEPS_PROCESS_VERSION_OUTPUTS_VERSION}
           sed -i "s/%RELEASE_VERSION%/$VERSION/g; s/%RELEASE_DATE%/$TODAY/g" "$METAINFO_FILE"
           flatpak run --command=flatpak-builder-lint org.flatpak.Builder appstream "$METAINFO_FILE"
+        env:
+          STEPS_PROCESS_VERSION_OUTPUTS_VERSION: ${{ steps.process_version.outputs.version }}
       - name: Set up environment
         uses: ./.github/actions/setup
       - name: Build Electron for Mac
@@ -74,7 +79,7 @@ jobs:
         if: ${{ ! startsWith(matrix.os, 'macos') }}
         run: ./bin/package-electron
       - name: Upload Build
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: actual-electron-${{ matrix.os }}
           path: |
@@ -85,7 +90,7 @@ jobs:
             packages/desktop-electron/dist/*.flatpak
       - name: Upload Windows Store Build
         if: ${{ startsWith(matrix.os, 'windows') }}
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: actual-electron-${{ matrix.os }}-appx
           path: |

.github/workflows/electron-pr.yml

@@ -26,6 +26,7 @@ concurrency:
 jobs:
   build:
     strategy:
+      fail-fast: false
       matrix:
         os:
           - ubuntu-22.04
@@ -34,6 +35,8 @@ jobs:
     runs-on: ${{ matrix.os }}
     steps:
       - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - if: ${{ startsWith(matrix.os, 'windows') }}
         run: pip.exe install setuptools
       - if: ${{ ! startsWith(matrix.os, 'windows') }}
@@ -65,56 +68,56 @@ jobs:
         run: ./bin/package-electron
 
       - name: Upload Linux x64 AppImage
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-linux-x86_64.AppImage
           if-no-files-found: ignore
           path: packages/desktop-electron/dist/Actual-linux-x86_64.AppImage
 
       - name: Upload Linux arm64 AppImage
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-linux-arm64.AppImage
           if-no-files-found: ignore
           path: packages/desktop-electron/dist/Actual-linux-arm64.AppImage
 
       - name: Upload Linux x64 flatpak
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-linux-x86_64.flatpak
           if-no-files-found: ignore
           path: packages/desktop-electron/dist/Actual-linux-x86_64.flatpak
 
       - name: Upload Windows x32 exe
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-windows-ia32.exe
           if-no-files-found: ignore
           path: packages/desktop-electron/dist/Actual-windows-ia32.exe
 
       - name: Upload Windows x64 exe
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-windows-x64.exe
           if-no-files-found: ignore
           path: packages/desktop-electron/dist/Actual-windows-x64.exe
 
       - name: Upload Windows arm64 exe
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-windows-arm64.exe
           if-no-files-found: ignore
           path: packages/desktop-electron/dist/Actual-windows-arm64.exe
 
       - name: Upload Mac x64 dmg
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-mac-x64.dmg
           if-no-files-found: ignore
           path: packages/desktop-electron/dist/Actual-mac-x64.dmg
 
       - name: Upload Mac arm64 dmg
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-mac-arm64.dmg
           if-no-files-found: ignore
@@ -122,7 +125,7 @@ jobs:
 
       - name: Upload Windows Store Build
         if: ${{ startsWith(matrix.os, 'windows') }}
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: actual-electron-${{ matrix.os }}-appx
           path: |

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

@@ -25,7 +25,7 @@ jobs:
     if: github.event.pull_request.head.repo.full_name != github.repository
     steps:
       - name: Post welcome comment
-        uses: marocchino/sticky-pull-request-comment@70d2764d1a7d5d9560b100cbea0077fc8f633987 # v3.0.2
+        uses: marocchino/sticky-pull-request-comment@0ea0beb66eb9baf113663a64ec522f60e49231c0 # v3.0.4
         with:
           GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
           number: ${{ github.event.pull_request.number }}

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

@@ -1,64 +0,0 @@
-name: Generate release PR
-
-on:
-  workflow_dispatch:
-    inputs:
-      ref:
-        description: 'Commit or branch to release'
-        required: true
-        default: 'master'
-      version:
-        description: 'Version number for the release (optional)'
-        required: false
-        default: ''
-
-jobs:
-  generate-release-pr:
-    runs-on: ubuntu-latest
-    steps:
-      - name: Checkout
-        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
-        with:
-          ref: ${{ github.event.inputs.ref }}
-      - name: Set up environment
-        uses: ./.github/actions/setup
-        with:
-          download-translations: 'false'
-      - name: Bump package versions
-        id: bump_package_versions
-        shell: bash
-        run: |
-          declare -A packages=(
-            [web]="desktop-client"
-            [electron]="desktop-electron"
-            [sync]="sync-server"
-            [api]="api"
-          )
-
-          for key in "${!packages[@]}"; do
-            pkg="${packages[$key]}"
-
-            if [[ -n "${{ github.event.inputs.version }}" ]]; then
-              version=$(yarn workspace @actual-app/ci-actions tsx bin/get-next-package-version.ts \
-                --package-json "./packages/$pkg/package.json" \
-                --version "${{ github.event.inputs.version }}" \
-                --update)
-            else
-              version=$(yarn workspace @actual-app/ci-actions tsx bin/get-next-package-version.ts \
-                --package-json "./packages/$pkg/package.json" \
-                --type auto \
-                --update)
-            fi
-
-            eval "NEW_${key^^}_VERSION=\"$version\""
-          done
-
-          echo "version=$NEW_WEB_VERSION" >> "$GITHUB_OUTPUT"
-      - name: Create PR
-        uses: peter-evans/create-pull-request@c0f553fe549906ede9cf27b5156039d195d2ece0 # v8.1.0
-        with:
-          token: ${{ secrets.ACTIONS_UPDATE_TOKEN }}
-          commit-message: '🔖 (${{ steps.bump_package_versions.outputs.version }})'
-          title: '🔖 (${{ steps.bump_package_versions.outputs.version }})'
-          body: 'Generated by [generate-release-pr.yml](../tree/master/.github/workflows/generate-release-pr.yml)'
-          branch: 'release/v${{ steps.bump_package_versions.outputs.version }}'

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

@@ -15,6 +15,7 @@ jobs:
         uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
         with:
           path: actual
+          persist-credentials: false
       - name: Set up environment
         uses: ./actual/.github/actions/setup
         with:
@@ -27,12 +28,23 @@ jobs:
       - name: Configure i18n client
         run: |
           pip install wlc
+      - name: Configure Weblate API credentials
+        env:
+          WEBLATE_API_KEY: ${{ secrets.WEBLATE_API_KEY_CI_STRINGS }}
+        run: |
+          # Write the API key to wlc's config file instead of passing it on
+          # the command line, so the secret doesn't appear in process listings.
+          mkdir -p "$HOME/.config"
+          umask 077
+          cat > "$HOME/.config/weblate" <<EOF
+          [keys]
+          https://hosted.weblate.org/api/ = ${WEBLATE_API_KEY}
+          EOF
 
       - name: Lock translations
         run: |
           wlc \
             --url https://hosted.weblate.org/api/ \
-            --key "${{ secrets.WEBLATE_API_KEY_CI_STRINGS }}" \
             lock \
             actualbudget/actual
 
@@ -40,7 +52,6 @@ jobs:
         run: |
           wlc \
             --url https://hosted.weblate.org/api/ \
-            --key "${{ secrets.WEBLATE_API_KEY_CI_STRINGS }}" \
             push \
             actualbudget/actual
       - name: Check out updated translations
@@ -49,6 +60,8 @@ jobs:
           ssh-key: ${{ secrets.STRING_IMPORT_DEPLOY_KEY }}
           repository: actualbudget/translations
           path: translations
+          # Need to be able to push back extracted strings
+          persist-credentials: true
       - name: Generate i18n strings
         working-directory: actual
         run: |
@@ -73,7 +86,6 @@ jobs:
         run: |
           wlc \
             --url https://hosted.weblate.org/api/ \
-            --key "${{ secrets.WEBLATE_API_KEY_CI_STRINGS }}" \
             pull \
             actualbudget/actual
 
@@ -82,6 +94,5 @@ jobs:
         run: |
           wlc \
             --url https://hosted.weblate.org/api/ \
-            --key "${{ secrets.WEBLATE_API_KEY_CI_STRINGS }}" \
             unlock \
             actualbudget/actual

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

@@ -25,6 +25,8 @@ jobs:
     steps:
       # This is not a security concern because we have approved & merged the PR
       - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - uses: actions/setup-node@53b83947a5a98c8d113130e565377fae1a50d02f # v6.3.0
         with:
           node-version: 22

.github/workflows/netlify-release.yml

@@ -22,6 +22,8 @@ jobs:
     steps:
       - name: Repository Checkout
         uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
 
       - name: Set up environment
         uses: ./.github/actions/setup
@@ -34,10 +36,11 @@ jobs:
 
       - name: Deploy to Netlify
         id: netlify_deploy
+        env:
+          NETLIFY_SITE_ID: ${{ secrets.NETLIFY_SITE_ID }}
+          NETLIFY_AUTH_TOKEN: ${{ secrets.NETLIFY_API_TOKEN }}
         run: |
           netlify deploy \
             --dir packages/desktop-client/build \
-            --site ${{ secrets.NETLIFY_SITE_ID }} \
-            --auth ${{ secrets.NETLIFY_API_TOKEN }} \
             --filter @actual-app/web \
             --prod

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

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

.github/workflows/publish-flathub.yml

@@ -54,8 +54,9 @@ jobs:
       - name: Verify release assets exist
         env:
           GH_TOKEN: ${{ github.token }}
+          STEPS_RESOLVE_VERSION_OUTPUTS_TAG: ${{ steps.resolve_version.outputs.tag }}
         run: |
-          TAG="${{ steps.resolve_version.outputs.tag }}"
+          TAG="${STEPS_RESOLVE_VERSION_OUTPUTS_TAG}"
 
           echo "Checking release assets for tag $TAG..."
           ASSETS=$(gh api "repos/${{ github.repository }}/releases/tags/$TAG" --jq '.assets[].name')
@@ -77,7 +78,7 @@ jobs:
 
       - name: Calculate AppImage SHA256 (streamed)
         run: |
-          VERSION="${{ steps.resolve_version.outputs.version }}"
+          VERSION="${STEPS_RESOLVE_VERSION_OUTPUTS_VERSION}"
           BASE_URL="https://github.com/${{ github.repository }}/releases/download/v${VERSION}"
 
           echo "Streaming x86_64 AppImage to compute SHA256..."
@@ -90,30 +91,35 @@ jobs:
 
           echo "APPIMAGE_X64_SHA256=$APPIMAGE_X64_SHA256" >> "$GITHUB_ENV"
           echo "APPIMAGE_ARM64_SHA256=$APPIMAGE_ARM64_SHA256" >> "$GITHUB_ENV"
+        env:
+          STEPS_RESOLVE_VERSION_OUTPUTS_VERSION: ${{ steps.resolve_version.outputs.version }}
 
       - name: Checkout Flathub repo
         uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
         with:
           repository: flathub/com.actualbudget.actual
           token: ${{ secrets.FLATHUB_GITHUB_TOKEN }}
+          persist-credentials: false
 
       - name: Update manifest with new version
         run: |
-          VERSION="${{ steps.resolve_version.outputs.version }}"
+          VERSION="${STEPS_RESOLVE_VERSION_OUTPUTS_VERSION}"
 
           # Replace x86_64 entry
-          sed -i "/x86_64.AppImage/{n;s|sha256:.*|sha256: ${{ env.APPIMAGE_X64_SHA256 }}|}" com.actualbudget.actual.yml
+          sed -i "/x86_64.AppImage/{n;s|sha256:.*|sha256: ${APPIMAGE_X64_SHA256}|}" com.actualbudget.actual.yml
           sed -i "/x86_64.AppImage/s|url:.*|url: https://github.com/actualbudget/actual/releases/download/v${VERSION}/Actual-linux-x86_64.AppImage|" com.actualbudget.actual.yml
 
           # Replace arm64 entry
-          sed -i "/arm64.AppImage/{n;s|sha256:.*|sha256: ${{ env.APPIMAGE_ARM64_SHA256 }}|}" com.actualbudget.actual.yml
+          sed -i "/arm64.AppImage/{n;s|sha256:.*|sha256: ${APPIMAGE_ARM64_SHA256}|}" com.actualbudget.actual.yml
           sed -i "/arm64.AppImage/s|url:.*|url: https://github.com/actualbudget/actual/releases/download/v${VERSION}/Actual-linux-arm64.AppImage|" com.actualbudget.actual.yml
 
           echo "Updated manifest:"
           cat com.actualbudget.actual.yml
+        env:
+          STEPS_RESOLVE_VERSION_OUTPUTS_VERSION: ${{ steps.resolve_version.outputs.version }}
 
       - name: Create PR in Flathub repo
-        uses: peter-evans/create-pull-request@c0f553fe549906ede9cf27b5156039d195d2ece0 # v8.1.0
+        uses: peter-evans/create-pull-request@5f6978faf089d4d20b00c7766989d076bb2fc7f1 # v8.1.1
         with:
           token: ${{ secrets.FLATHUB_GITHUB_TOKEN }}
           commit-message: 'Update Actual flatpak to version ${{ steps.resolve_version.outputs.version }}'

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

@@ -20,6 +20,7 @@ concurrency:
 jobs:
   build:
     strategy:
+      fail-fast: false
       matrix:
         os:
           - ubuntu-22.04
@@ -29,6 +30,8 @@ jobs:
     if: github.event.repository.fork == false
     steps:
       - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - if: ${{ startsWith(matrix.os, 'windows') }}
         run: pip.exe install setuptools
 
@@ -83,49 +86,49 @@ jobs:
         run: ./bin/package-electron
 
       - name: Upload Linux x64 AppImage
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-linux-x86_64.AppImage
           if-no-files-found: ignore
           path: packages/desktop-electron/dist/Actual-linux-x86_64.AppImage
 
       - name: Upload Linux arm64 AppImage
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-linux-arm64.AppImage
           if-no-files-found: ignore
           path: packages/desktop-electron/dist/Actual-linux-arm64.AppImage
 
       - name: Upload Windows x32 exe
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-windows-ia32.exe
           if-no-files-found: ignore
           path: packages/desktop-electron/dist/Actual-windows-ia32.exe
 
       - name: Upload Windows x64 exe
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-windows-x64.exe
           if-no-files-found: ignore
           path: packages/desktop-electron/dist/Actual-windows-x64.exe
 
       - name: Upload Windows arm64 exe
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-windows-arm64.exe
           if-no-files-found: ignore
           path: packages/desktop-electron/dist/Actual-windows-arm64.exe
 
       - name: Upload Mac x64 dmg
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-mac-x64.dmg
           if-no-files-found: ignore
           path: packages/desktop-electron/dist/Actual-mac-x64.dmg
 
       - name: Upload Mac arm64 dmg
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: Actual-mac-arm64.dmg
           if-no-files-found: ignore
@@ -133,7 +136,7 @@ jobs:
 
       - name: Upload Windows Store Build
         if: ${{ startsWith(matrix.os, 'windows') }}
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: actual-electron-${{ matrix.os }}-appx
           path: |

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

@@ -1,124 +0,0 @@
-name: Publish nightly npm packages
-
-# Nightly npm packages are built daily at midnight UTC
-on:
-  schedule:
-    - cron: '0 0 * * *'
-  workflow_dispatch:
-
-jobs:
-  build-and-pack:
-    runs-on: ubuntu-latest
-    name: Build and pack npm packages
-    if: github.event.repository.fork == false
-    steps:
-      - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
-
-      - name: Set up environment
-        uses: ./.github/actions/setup
-
-      - name: Update package versions
-        run: |
-          # Get new nightly versions
-          NEW_CORE_VERSION=$(yarn workspace @actual-app/ci-actions tsx bin/get-next-package-version.ts --package-json ./packages/loot-core/package.json --type nightly)
-          NEW_WEB_VERSION=$(yarn workspace @actual-app/ci-actions tsx bin/get-next-package-version.ts --package-json ./packages/desktop-client/package.json --type nightly)
-          NEW_SYNC_VERSION=$(yarn workspace @actual-app/ci-actions tsx bin/get-next-package-version.ts --package-json ./packages/sync-server/package.json --type nightly)
-          NEW_API_VERSION=$(yarn workspace @actual-app/ci-actions tsx bin/get-next-package-version.ts --package-json ./packages/api/package.json --type nightly)
-          NEW_CLI_VERSION=$(yarn workspace @actual-app/ci-actions tsx bin/get-next-package-version.ts --package-json ./packages/cli/package.json --type nightly)
-
-          # Set package versions
-          npm version $NEW_CORE_VERSION --no-git-tag-version --workspace=@actual-app/core --no-workspaces-update
-          npm version $NEW_WEB_VERSION --no-git-tag-version --workspace=@actual-app/web --no-workspaces-update
-          npm version $NEW_SYNC_VERSION --no-git-tag-version --workspace=@actual-app/sync-server --no-workspaces-update
-          npm version $NEW_API_VERSION --no-git-tag-version --workspace=@actual-app/api --no-workspaces-update
-          npm version $NEW_CLI_VERSION --no-git-tag-version --workspace=@actual-app/cli --no-workspaces-update
-
-      - name: Yarn install
-        run: |
-          yarn install
-
-      - name: Pack the core package
-        run: |
-          yarn workspace @actual-app/core pack --filename @actual-app/core.tgz
-
-      - name: Build Server & Web
-        run: yarn build:server
-
-      - name: Pack the web and server packages
-        run: |
-          yarn workspace @actual-app/web pack --filename @actual-app/web.tgz
-          yarn workspace @actual-app/sync-server pack --filename @actual-app/sync-server.tgz
-
-      - name: Build API
-        run: yarn build:api
-
-      - name: Pack the api package
-        run: |
-          yarn workspace @actual-app/api pack --filename @actual-app/api.tgz
-
-      - name: Build CLI
-        run: yarn workspace @actual-app/cli build
-
-      - name: Pack the cli package
-        run: |
-          yarn workspace @actual-app/cli pack --filename @actual-app/cli.tgz
-
-      - name: Upload package artifacts
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
-        with:
-          name: npm-packages
-          path: |
-            packages/loot-core/@actual-app/core.tgz
-            packages/desktop-client/@actual-app/web.tgz
-            packages/sync-server/@actual-app/sync-server.tgz
-            packages/api/@actual-app/api.tgz
-            packages/cli/@actual-app/cli.tgz
-
-  publish:
-    runs-on: ubuntu-latest
-    name: Publish Nightly npm packages
-    needs: build-and-pack
-    permissions:
-      contents: read
-      packages: write
-    steps:
-      - name: Download the artifacts
-        uses: actions/download-artifact@3e5f45b2cfb9172054b4087a40e8e0b5a5461e7c # v8.0.1
-        with:
-          name: npm-packages
-
-      - name: Setup node and npm registry
-        uses: actions/setup-node@53b83947a5a98c8d113130e565377fae1a50d02f # v6.3.0
-        with:
-          node-version: 22
-          registry-url: 'https://registry.npmjs.org'
-
-      - name: Publish Core
-        run: |
-          npm publish loot-core/@actual-app/core.tgz --access public --tag nightly
-        env:
-          NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}
-
-      - name: Publish Web
-        run: |
-          npm publish desktop-client/@actual-app/web.tgz --access public --tag nightly
-        env:
-          NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}
-
-      - name: Publish Sync-Server
-        run: |
-          npm publish sync-server/@actual-app/sync-server.tgz --access public --tag nightly
-        env:
-          NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}
-
-      - name: Publish API
-        run: |
-          npm publish api/@actual-app/api.tgz --access public --tag nightly
-        env:
-          NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}
-
-      - name: Publish CLI
-        run: |
-          npm publish cli/@actual-app/cli.tgz --access public --tag nightly
-        env:
-          NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}

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

@@ -1,26 +1,55 @@
 name: Publish npm packages
 
-# # Npm packages are published for every new tag
+# Npm packages are published for every new tag and nightly schedule
 on:
   push:
     tags:
       - 'v*.*.*'
+  schedule:
+    - cron: '0 0 * * *'
+  workflow_dispatch:
 
 jobs:
   build-and-pack:
     runs-on: ubuntu-latest
     name: Build and pack npm packages
+    if: github.event_name == 'push' || (github.event.repository.fork == false)
     steps:
       - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
 
       - name: Set up environment
         uses: ./.github/actions/setup
 
+      - name: Update package versions
+        if: github.event_name != 'push'
+        run: |
+          # Get new nightly versions
+          NEW_CORE_VERSION=$(yarn workspace @actual-app/ci-actions tsx bin/get-next-package-version.ts --package-json ./packages/loot-core/package.json --type nightly)
+          NEW_WEB_VERSION=$(yarn workspace @actual-app/ci-actions tsx bin/get-next-package-version.ts --package-json ./packages/desktop-client/package.json --type nightly)
+          NEW_SYNC_VERSION=$(yarn workspace @actual-app/ci-actions tsx bin/get-next-package-version.ts --package-json ./packages/sync-server/package.json --type nightly)
+          NEW_API_VERSION=$(yarn workspace @actual-app/ci-actions tsx bin/get-next-package-version.ts --package-json ./packages/api/package.json --type nightly)
+          NEW_CLI_VERSION=$(yarn workspace @actual-app/ci-actions tsx bin/get-next-package-version.ts --package-json ./packages/cli/package.json --type nightly)
+
+          # Set package versions
+          npm version $NEW_CORE_VERSION --no-git-tag-version --workspace=@actual-app/core --no-workspaces-update
+          npm version $NEW_WEB_VERSION --no-git-tag-version --workspace=@actual-app/web --no-workspaces-update
+          npm version $NEW_SYNC_VERSION --no-git-tag-version --workspace=@actual-app/sync-server --no-workspaces-update
+          npm version $NEW_API_VERSION --no-git-tag-version --workspace=@actual-app/api --no-workspaces-update
+          npm version $NEW_CLI_VERSION --no-git-tag-version --workspace=@actual-app/cli --no-workspaces-update
+
+      - name: Yarn install
+        if: github.event_name != 'push'
+        run: |
+          # Required after nightly `npm version` updates workspace manifests.
+          yarn install
+
       - name: Pack the core package
         run: |
           yarn workspace @actual-app/core pack --filename @actual-app/core.tgz
 
-      - name: Build Web
+      - name: Build Server & Web
         run: yarn build:server
 
       - name: Pack the web and server packages
@@ -43,7 +72,8 @@ jobs:
           yarn workspace @actual-app/cli pack --filename @actual-app/cli.tgz
 
       - name: Upload package artifacts
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
+        if: ${{ !env.ACT }}
         with:
           name: npm-packages
           path: |
@@ -60,6 +90,9 @@ jobs:
     permissions:
       contents: read
       packages: write
+      id-token: write # Required for OIDC
+    env:
+      NPM_DIST_TAG: ${{ github.event_name != 'push' && 'nightly' || '' }}
     steps:
       - name: Download the artifacts
         uses: actions/download-artifact@3e5f45b2cfb9172054b4087a40e8e0b5a5461e7c # v8.0.1
@@ -69,35 +102,26 @@ jobs:
       - name: Setup node and npm registry
         uses: actions/setup-node@53b83947a5a98c8d113130e565377fae1a50d02f # v6.3.0
         with:
-          node-version: 22
+          node-version: 24
+          check-latest: true
           registry-url: 'https://registry.npmjs.org'
 
       - name: Publish Core
         run: |
-          npm publish loot-core/@actual-app/core.tgz --access public
-        env:
-          NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}
+          npm publish loot-core/@actual-app/core.tgz --access public ${NPM_DIST_TAG:+--tag "$NPM_DIST_TAG"}
 
       - name: Publish Web
         run: |
-          npm publish desktop-client/@actual-app/web.tgz --access public
-        env:
-          NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}
+          npm publish desktop-client/@actual-app/web.tgz --access public ${NPM_DIST_TAG:+--tag "$NPM_DIST_TAG"}
 
       - name: Publish Sync-Server
         run: |
-          npm publish sync-server/@actual-app/sync-server.tgz --access public
-        env:
-          NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}
+          npm publish sync-server/@actual-app/sync-server.tgz --access public ${NPM_DIST_TAG:+--tag "$NPM_DIST_TAG"}
 
       - name: Publish API
         run: |
-          npm publish api/@actual-app/api.tgz --access public
-        env:
-          NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}
+          npm publish api/@actual-app/api.tgz --access public ${NPM_DIST_TAG:+--tag "$NPM_DIST_TAG"}
 
       - name: Publish CLI
         run: |
-          npm publish cli/@actual-app/cli.tgz --access public
-        env:
-          NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}
+          npm publish cli/@actual-app/cli.tgz --access public ${NPM_DIST_TAG:+--tag "$NPM_DIST_TAG"}

.github/workflows/release-notes.yml

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

.github/workflows/size-compare.yml

@@ -38,6 +38,7 @@ jobs:
         uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
         with:
           ref: ${{ github.base_ref }}
+          persist-credentials: false
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
@@ -64,6 +65,13 @@ jobs:
           token: ${{ secrets.GITHUB_TOKEN }}
           checkName: cli
           ref: ${{github.base_ref}}
+      - name: Wait for ${{github.base_ref}} CRDT build to succeed
+        uses: fountainhead/action-wait-for-check@5a908a24814494009c4bb27c242ea38c93c593be # v1.2.0
+        id: master-crdt-build
+        with:
+          token: ${{ secrets.GITHUB_TOKEN }}
+          checkName: crdt
+          ref: ${{github.base_ref}}
 
       - name: Wait for PR build to succeed
         uses: fountainhead/action-wait-for-check@5a908a24814494009c4bb27c242ea38c93c593be # v1.2.0
@@ -86,15 +94,22 @@ jobs:
           token: ${{ secrets.GITHUB_TOKEN }}
           checkName: cli
           ref: ${{github.event.pull_request.head.sha}}
+      - name: Wait for CRDT PR build to succeed
+        uses: fountainhead/action-wait-for-check@5a908a24814494009c4bb27c242ea38c93c593be # v1.2.0
+        id: wait-for-crdt-build
+        with:
+          token: ${{ secrets.GITHUB_TOKEN }}
+          checkName: crdt
+          ref: ${{github.event.pull_request.head.sha}}
 
       - name: Report build failure
-        if: steps.wait-for-web-build.outputs.conclusion == 'failure' || steps.wait-for-api-build.outputs.conclusion == 'failure' || steps.wait-for-cli-build.outputs.conclusion == 'failure'
+        if: steps.wait-for-web-build.outputs.conclusion == 'failure' || steps.wait-for-api-build.outputs.conclusion == 'failure' || steps.wait-for-cli-build.outputs.conclusion == 'failure' || steps.wait-for-crdt-build.outputs.conclusion == 'failure'
         run: |
-          echo "Build failed on PR branch or ${{github.base_ref}}"
+          echo "Build failed on PR branch or ${GITHUB_BASE_REF}"
           exit 1
 
       - name: Download web build artifact from ${{github.base_ref}}
-        uses: dawidd6/action-download-artifact@1f8785ff7a5130826f848e7f72725c85d241860f # v18
+        uses: dawidd6/action-download-artifact@8305c0f1062bb0d184d09ef4493ecb9288447732 # v20
         id: pr-web-build
         with:
           branch: ${{github.base_ref}}
@@ -103,7 +118,7 @@ jobs:
           name: build-stats
           path: base
       - name: Download API build artifact from ${{github.base_ref}}
-        uses: dawidd6/action-download-artifact@1f8785ff7a5130826f848e7f72725c85d241860f # v18
+        uses: dawidd6/action-download-artifact@8305c0f1062bb0d184d09ef4493ecb9288447732 # v20
         id: pr-api-build
         with:
           branch: ${{github.base_ref}}
@@ -112,7 +127,7 @@ jobs:
           name: api-build-stats
           path: base
       - name: Download build stats from PR
-        uses: dawidd6/action-download-artifact@1f8785ff7a5130826f848e7f72725c85d241860f # v18
+        uses: dawidd6/action-download-artifact@8305c0f1062bb0d184d09ef4493ecb9288447732 # v20
         with:
           pr: ${{github.event.pull_request.number}}
           workflow: build.yml
@@ -121,7 +136,7 @@ jobs:
           path: head
           allow_forks: true
       - name: Download API stats from PR
-        uses: dawidd6/action-download-artifact@1f8785ff7a5130826f848e7f72725c85d241860f # v18
+        uses: dawidd6/action-download-artifact@8305c0f1062bb0d184d09ef4493ecb9288447732 # v20
         with:
           pr: ${{github.event.pull_request.number}}
           workflow: build.yml
@@ -130,7 +145,7 @@ jobs:
           path: head
           allow_forks: true
       - name: Download CLI build artifact from ${{github.base_ref}}
-        uses: dawidd6/action-download-artifact@ac66b43f0e6a346234dd65d4d0c8fbb31cb316e5 # v11
+        uses: dawidd6/action-download-artifact@8305c0f1062bb0d184d09ef4493ecb9288447732 # v20
         with:
           branch: ${{github.base_ref}}
           workflow: build.yml
@@ -138,7 +153,7 @@ jobs:
           name: cli-build-stats
           path: base
       - name: Download CLI stats from PR
-        uses: dawidd6/action-download-artifact@ac66b43f0e6a346234dd65d4d0c8fbb31cb316e5 # v11
+        uses: dawidd6/action-download-artifact@8305c0f1062bb0d184d09ef4493ecb9288447732 # v20
         with:
           pr: ${{github.event.pull_request.number}}
           workflow: build.yml
@@ -146,6 +161,23 @@ jobs:
           name: cli-build-stats
           path: head
           allow_forks: true
+      - name: Download CRDT build artifact from ${{github.base_ref}}
+        uses: dawidd6/action-download-artifact@8305c0f1062bb0d184d09ef4493ecb9288447732 # v20
+        with:
+          branch: ${{github.base_ref}}
+          workflow: build.yml
+          workflow_conclusion: '' # ignore the conclusion of the workflow, since we already checked it
+          name: crdt-build-stats
+          path: base
+      - name: Download CRDT stats from PR
+        uses: dawidd6/action-download-artifact@8305c0f1062bb0d184d09ef4493ecb9288447732 # v20
+        with:
+          pr: ${{github.event.pull_request.number}}
+          workflow: build.yml
+          workflow_conclusion: '' # ignore the conclusion of the workflow, since we already checked it
+          name: crdt-build-stats
+          path: head
+          allow_forks: true
       - name: Strip content hashes from stats files
         run: |
           if [ -f ./head/web-stats.json ]; then
@@ -168,10 +200,12 @@ jobs:
             --base loot-core=./base/loot-core-stats.json \
             --base api=./base/api-stats.json \
             --base cli=./base/cli-stats.json \
+            --base crdt=./base/crdt-stats.json \
             --head desktop-client=./head/web-stats.json \
             --head loot-core=./head/loot-core-stats.json \
             --head api=./head/api-stats.json \
             --head cli=./head/cli-stats.json \
+            --head crdt=./head/crdt-stats.json \
             --identifier combined \
             --format pr-body > bundle-stats-comment.md
       - name: Post combined bundle stats comment

.github/workflows/stale.yml

@@ -3,9 +3,12 @@ on:
   schedule:
     - cron: '30 1 * * *'
   workflow_dispatch: # Allow manual triggering
+permissions: {}
 
 jobs:
   stale:
+    permissions:
+      pull-requests: write
     runs-on: ubuntu-latest
     steps:
       - uses: actions/stale@b5d41d4e1d5dceea10e7104786b73624c18a190f # v10.2.0
@@ -16,6 +19,8 @@ jobs:
           days-before-close: 5
           days-before-issue-stale: -1
   stale-wip:
+    permissions:
+      pull-requests: write
     runs-on: ubuntu-latest
     steps:
       - uses: actions/stale@b5d41d4e1d5dceea10e7104786b73624c18a190f # v10.2.0
@@ -27,6 +32,8 @@ jobs:
           days-before-issue-stale: -1
 
   stale-needs-info:
+    permissions:
+      issues: write
     runs-on: ubuntu-latest
     steps:
       - uses: actions/stale@b5d41d4e1d5dceea10e7104786b73624c18a190f # v10.2.0

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

@@ -107,7 +107,7 @@ jobs:
             fi
 
             # Commit
-            git commit -m "Update VRT screenshots" -m "Auto-generated by VRT workflow" -m "PR: #${{ steps.metadata.outputs.pr_number }}"
+            git commit -m "Update VRT screenshots" -m "Auto-generated by VRT workflow" -m "PR: #${STEPS_METADATA_OUTPUTS_PR_NUMBER}"
 
             echo "applied=true" >> "$GITHUB_OUTPUT"
           else
@@ -116,6 +116,8 @@ jobs:
             echo "error=Patch conflicts with current branch state" >> "$GITHUB_OUTPUT"
             exit 1
           fi
+        env:
+          STEPS_METADATA_OUTPUTS_PR_NUMBER: ${{ steps.metadata.outputs.pr_number }}
 
       - name: Push changes
         if: steps.apply.outputs.applied == 'true'
@@ -133,12 +135,15 @@ jobs:
 
       - name: Comment on PR - Failure
         if: failure() && steps.metadata.outputs.pr_number != ''
-        uses: actions/github-script@ed597411d8f924073f98dfc5c65a23a2325f34cd # v8.0.0
+        uses: actions/github-script@3a2844b7e9c422d3c10d287c895573f7108da1b3 # v9.0.0
+        env:
+          APPLY_ERROR: ${{ steps.apply.outputs.error }}
+          PR_NUMBER: ${{ steps.metadata.outputs.pr_number }}
         with:
           script: |
-            const error = `${{ steps.apply.outputs.error }}` || 'Unknown error occurred';
+            const error = process.env.APPLY_ERROR || 'Unknown error occurred';
             await github.rest.issues.createComment({
-              issue_number: ${{ steps.metadata.outputs.pr_number }},
+              issue_number: parseInt(process.env.PR_NUMBER, 10),
               owner: context.repo.owner,
               repo: context.repo.repo,
               body: `❌ Failed to apply VRT updates: ${error}\n\nPlease check the workflow logs for details.`

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

@@ -26,7 +26,7 @@ jobs:
       pull-requests: write
     steps:
       - name: Add 👀 reaction to comment
-        uses: actions/github-script@ed597411d8f924073f98dfc5c65a23a2325f34cd # v8.0.0
+        uses: actions/github-script@3a2844b7e9c422d3c10d287c895573f7108da1b3 # v9.0.0
         with:
           script: |
             await github.rest.reactions.createForIssueComment({
@@ -44,11 +44,11 @@ jobs:
       github.event.issue.pull_request &&
       startsWith(github.event.comment.body, '/update-vrt')
     container:
-      image: mcr.microsoft.com/playwright:v1.58.2-jammy
+      image: mcr.microsoft.com/playwright:v1.59.1-jammy
     steps:
       - name: Get PR details
         id: pr
-        uses: actions/github-script@ed597411d8f924073f98dfc5c65a23a2325f34cd # v8.0.0
+        uses: actions/github-script@3a2844b7e9c422d3c10d287c895573f7108da1b3 # v9.0.0
         with:
           script: |
             const { data: pr } = await github.rest.pulls.get({
@@ -63,15 +63,21 @@ jobs:
       - uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
         with:
           ref: ${{ steps.pr.outputs.head_sha }}
+          persist-credentials: false
 
       - name: Set up environment
         uses: ./.github/actions/setup
         with:
           download-translations: 'false'
 
+      # Build tools are needed to rebuild native modules like better-sqlite3 used by the Desktop app, which is required to run VRT tests on the Desktop app and generate updated snapshots.
+      - name: Install build tools
+        run: apt-get update && apt-get install -y build-essential python3
+
       - name: Run VRT Tests on Desktop app
         continue-on-error: true
         run: |
+          yarn rebuild-electron
           xvfb-run --auto-servernum --server-args="-screen 0 1920x1080x24" -- yarn e2e:desktop --update-snapshots
 
       - name: Run VRT Tests
@@ -113,7 +119,7 @@ jobs:
 
       - name: Upload patch artifact
         if: steps.create-patch.outputs.has_changes == 'true'
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: vrt-patch-${{ github.event.issue.number }}
           path: vrt-update.patch
@@ -124,12 +130,15 @@ jobs:
         run: |
           mkdir -p pr-metadata
           echo "${{ github.event.issue.number }}" > pr-metadata/pr-number.txt
-          echo "${{ steps.pr.outputs.head_ref }}" > pr-metadata/head-ref.txt
-          echo "${{ steps.pr.outputs.head_repo }}" > pr-metadata/head-repo.txt
+          echo "${STEPS_PR_OUTPUTS_HEAD_REF}" > pr-metadata/head-ref.txt
+          echo "${STEPS_PR_OUTPUTS_HEAD_REPO}" > pr-metadata/head-repo.txt
+        env:
+          STEPS_PR_OUTPUTS_HEAD_REF: ${{ steps.pr.outputs.head_ref }}
+          STEPS_PR_OUTPUTS_HEAD_REPO: ${{ steps.pr.outputs.head_repo }}
 
       - name: Upload PR metadata
         if: steps.create-patch.outputs.has_changes == 'true'
-        uses: actions/upload-artifact@bbbca2ddaa5d8feaa63e36b76fdaad77386f024f # v7.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: vrt-metadata-${{ github.event.issue.number }}
           path: pr-metadata/

.gitignore

@@ -42,6 +42,9 @@ bundle.desktop.js.map
 bundle.mobile.js
 bundle.mobile.js.map
 
+# Python virtualenv (Electron CI provisions one at the repo root for setuptools)
+.venv/
+
 # Yarn
 .pnp.*
 .yarn/*
@@ -58,6 +61,10 @@ bundle.mobile.js.map
 # IntelliJ IDEA
 .idea
 
+# Claude Code
+.claude/worktrees/*
+.claude/settings.local.json
+
 # Misc
 .#*
 

.husky/post-checkout

@@ -1,11 +1,19 @@
 #!/bin/sh
 # Run yarn install when switching branches (if yarn.lock changed)
+# or when creating a new worktree (node_modules won't exist yet)
 
 # $3 is 1 for branch checkout, 0 for file checkout
 if [ "$3" != "1" ]; then
   exit 0
 fi
 
+# Worktree creation: node_modules doesn't exist yet, always install
+if [ ! -d "node_modules" ]; then
+  echo "New worktree detected — running yarn install..."
+  yarn install || exit 1
+  exit 0
+fi
+
 # Check if yarn.lock changed between the old and new HEAD
 if git diff --name-only "$1" "$2" | grep -q "^yarn.lock$"; then
   echo "yarn.lock changed — running yarn install..."

.oxfmtrc.json

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

.oxlintrc.json

@@ -36,6 +36,9 @@
     "actual/prefer-const": "error",
     "actual/no-anchor-tag": "error",
     "actual/no-react-default-import": "error",
+    "actual/prefer-subpath-imports": "error",
+    "actual/enforce-boundaries": "error",
+    "actual/no-extraneous-dependencies": "error",
 
     // JSX A11y rules
     "jsx-a11y/no-autofocus": [
@@ -120,9 +123,6 @@
     "import/no-amd": "error",
     "import/no-default-export": "error",
     "import/no-webpack-loader-syntax": "error",
-    "import/no-useless-path-segments": "error",
-    "import/no-unresolved": "error",
-    "import/no-unused-modules": "error",
     "import/no-duplicates": [
       "error",
       {
@@ -160,7 +160,6 @@
     "react/no-danger-with-children": "error",
     "react/no-direct-mutation-state": "error",
     "react/no-is-mounted": "error",
-    "react/no-unstable-nested-components": "error",
     "react/require-render-return": "error",
     "react/rules-of-hooks": "error",
     "react/self-closing-comp": "error",
@@ -234,7 +233,7 @@
     "eslint/require-yield": "error",
     "eslint/getter-return": "error",
     "eslint/unicode-bom": ["error", "never"],
-    "eslint/no-use-isnan": "error",
+    "eslint/use-isnan": "error",
     "eslint/valid-typeof": "error",
     "eslint/no-useless-rename": [
       "error",
@@ -335,14 +334,9 @@
         ],
         "patterns": [
           {
-            "group": ["**/*.api", "**/*.web", "**/*.electron"],
+            "group": ["**/*.api", "**/*.electron"],
             "message": "Don't directly reference imports from other platforms"
           },
-          {
-            "group": ["uuid"],
-            "importNames": ["*"],
-            "message": "Use `import { v4 as uuidv4 } from 'uuid'` instead"
-          },
           {
             "group": ["**/style", "**/colors"],
             "importNames": ["colors"],
@@ -361,7 +355,9 @@
     ],
     "eslint/no-useless-constructor": "error",
     "eslint/no-undef": "error",
-    "eslint/no-unused-expressions": "error"
+    "eslint/no-unused-expressions": "error",
+    "eslint/no-return-assign": "error",
+    "eslint/no-unused-vars": "error"
   },
   "overrides": [
     {
@@ -374,7 +370,14 @@
       "files": ["**/*.test.{js,ts,jsx,tsx}", "packages/docs/**/*"],
       "rules": {
         "actual/no-untranslated-strings": "off",
-        "actual/prefer-logger-over-console": "off"
+        "actual/prefer-logger-over-console": "off",
+        "typescript/unbound-method": "off"
+      }
+    },
+    {
+      "files": ["packages/eslint-plugin-actual/lib/rules/__tests__/**/*"],
+      "rules": {
+        "actual/enforce-boundaries": "off"
       }
     },
     {
@@ -421,6 +424,16 @@
       "rules": {
         "eslint/no-empty-function": "off"
       }
+    },
+    // crdt enforces the repo's "TODO: enable this" typescript rules as errors
+    {
+      "files": ["packages/crdt/**/*"],
+      "rules": {
+        "typescript/no-misused-spread": "error",
+        "typescript/no-base-to-string": "error",
+        "typescript/no-unsafe-unary-minus": "error",
+        "typescript/no-unsafe-type-assertion": "error"
+      }
     }
   ]
 }

.yarnrc.yml

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

AGENTS.md

@@ -281,7 +281,6 @@ Always run `yarn typecheck` before committing.
 - Avoid `any` or `unknown` unless absolutely necessary
 - Look for existing type definitions in the codebase
 - Avoid type assertions (`as`, `!`) - prefer `satisfies`
-- Use inline type imports: `import { type MyType } from '...'`
 
 **Naming:**
 
@@ -331,7 +330,7 @@ Always maintain newlines between import groups.
 
 ### Platform-Specific Code
 
-- Don't directly reference platform-specific imports (`.api`, `.web`, `.electron`)
+- Don't directly reference platform-specific imports (`.api`, `.electron`)
 - Use conditional exports in `loot-core` for platform-specific code
 - Platform resolution happens at build time via package.json exports
 
@@ -501,7 +500,7 @@ Icons in `packages/component-library/src/icons/` are auto-generated. Don't manua
 
 1. Check `tsconfig.json` for path mappings
 2. Check package.json `exports` field (especially for loot-core)
-3. Verify platform-specific imports (`.web`, `.electron`, `.api`)
+3. Verify platform-specific imports (`.electron`, `.api`)
 4. Use absolute imports in `desktop-client` (enforced by ESLint)
 
 ### Build Failures

CONTRIBUTING.md

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

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

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

bin/package-browser

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

bin/package-electron

@@ -43,6 +43,7 @@ if [ $SKIP_TRANSLATIONS == false ]; then
 
   pushd packages/desktop-client/locale > /dev/null
 
+  git checkout .
   git pull
   popd > /dev/null
   packages/desktop-client/bin/remove-untranslated-languages
@@ -50,13 +51,13 @@ fi
 
 export NODE_OPTIONS="--max-old-space-size=4096"
 
+yarn workspace @actual-app/crdt build
 yarn workspace plugins-service build
 yarn workspace @actual-app/core build:node
 yarn workspace @actual-app/web build --mode=desktop # electron specific build
 
 # required for running the sync-server server
-yarn workspace @actual-app/core build:browser
-yarn workspace @actual-app/web build:browser
+yarn build:browser
 yarn workspace @actual-app/sync-server build
 
 # Emit @actual-app/core declarations so desktop-electron (which includes typings/window.ts) can build

bin/run-vrt

@@ -28,5 +28,5 @@ echo "Running VRT tests with the following parameters:"
 echo "E2E_START_URL: $E2E_START_URL"
 echo "VRT_ARGS: $VRT_ARGS"
 
-MSYS_NO_PATHCONV=1 docker run --rm --network host -v "$(pwd)":/work/ -w /work/ -it mcr.microsoft.com/playwright:v1.58.2-jammy /bin/bash \
+MSYS_NO_PATHCONV=1 docker run --rm --network host -v "$(pwd)":/work/ -w /work/ -it mcr.microsoft.com/playwright:v1.59.1-jammy /bin/bash \
   -c "E2E_START_URL=$E2E_START_URL yarn vrt $VRT_ARGS"

bin/validate-publish-imports.ts

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

bin/vitest.config.mts

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

lage.config.js

@@ -1,3 +1,5 @@
+const BUILD_OUTPUT_GLOBS = ['lib-dist/**', 'dist/**', 'build/**', '@types/**'];
+
 /** @type {import('lage').ConfigOptions} */
 module.exports = {
   pipeline: {
@@ -20,14 +22,22 @@ module.exports = {
       dependsOn: ['^build'],
       cache: true,
       options: {
-        outputGlob: ['lib-dist/**', 'dist/**', 'build/**'],
+        outputGlob: BUILD_OUTPUT_GLOBS,
       },
     },
+    // Not cached: the script stages files into public/ and build-stats/ that
+    // fall outside BUILD_OUTPUT_GLOBS, so a cache hit would skip the side
+    // effects.
+    'build:browser': {
+      type: 'npmScript',
+      dependsOn: ['^build'],
+      cache: false,
+    },
   },
   cacheOptions: {
     cacheStorageConfig: {
       provider: 'local',
-      outputGlob: ['lib-dist/**', 'dist/**', 'build/**'],
+      outputGlob: BUILD_OUTPUT_GLOBS,
     },
   },
   npmClient: 'yarn',

package.json

@@ -24,23 +24,21 @@
     "start:server-dev": "NODE_ENV=development BROWSER_OPEN=localhost:5006 yarn npm-run-all --parallel 'start:server-monitor' 'start'",
     "start:desktop": "yarn desktop-dependencies && npm-run-all --parallel 'start:desktop-*'",
     "start:docs": "yarn workspace docs start",
-    "desktop-dependencies": "npm-run-all --parallel rebuild-electron build:browser-backend build:plugins-service",
+    "desktop-dependencies": "npm-run-all --parallel rebuild-electron build:plugins-service",
     "start:desktop-node": "yarn workspace @actual-app/core watch:node",
     "start:desktop-client": "yarn workspace @actual-app/web watch",
     "start:desktop-server-client": "yarn workspace @actual-app/web build:browser",
     "start:desktop-electron": "yarn workspace desktop-electron watch",
-    "start:browser": "yarn workspace plugins-service build-dev && npm-run-all --parallel 'start:browser-*'",
+    "start:browser": "npm-run-all --parallel 'start:browser-*' 'start:service-plugins'",
     "start:service-plugins": "yarn workspace plugins-service watch",
-    "start:browser-backend": "yarn workspace @actual-app/core watch:browser",
     "start:browser-frontend": "yarn workspace @actual-app/web start:browser",
     "start:storybook": "yarn workspace @actual-app/components start:storybook",
     "build": "lage build",
-    "build:browser-backend": "yarn workspace @actual-app/core build:browser",
     "build:server": "yarn build:browser && yarn workspace @actual-app/sync-server build",
     "build:browser": "./bin/package-browser",
     "build:desktop": "./bin/package-electron",
     "build:plugins-service": "yarn workspace plugins-service build",
-    "build:api": "yarn workspace @actual-app/api build",
+    "build:api": "yarn build --scope=@actual-app/api",
     "build:cli": "yarn build --scope=@actual-app/cli",
     "build:docs": "yarn workspace docs build",
     "build:storybook": "yarn workspace @actual-app/components build:storybook",
@@ -54,49 +52,57 @@
     "playwright": "yarn workspace @actual-app/web run playwright",
     "vrt": "yarn workspace @actual-app/web run vrt",
     "vrt:docker": "./bin/run-vrt",
-    "rebuild-electron": "./node_modules/.bin/electron-rebuild -m ./packages/loot-core",
+    "rebuild-electron": "./node_modules/.bin/electron-rebuild -f -o better-sqlite3,bcrypt",
     "rebuild-node": "yarn workspace @actual-app/core rebuild",
     "lint": "oxfmt --check . && oxlint --type-aware --quiet",
     "lint:fix": "oxfmt . && oxlint --fix --type-aware --quiet",
     "install:server": "yarn workspaces focus @actual-app/sync-server --production",
     "constraints": "yarn constraints",
     "typecheck": "tsgo -p tsconfig.root.json --noEmit && lage typecheck",
-    "jq": "./node_modules/node-jq/bin/jq",
+    "check:tsconfig-references": "workspaces-to-typescript-project-references --check",
+    "sync:tsconfig-references": "workspaces-to-typescript-project-references",
     "prepare": "husky"
   },
   "devDependencies": {
+    "@monorepo-utils/workspaces-to-typescript-project-references": "^2.10.3",
     "@octokit/rest": "^22.0.1",
-    "@types/node": "^22.19.15",
+    "@types/node": "^22.19.17",
     "@types/prompts": "^2.4.9",
-    "@typescript/native-preview": "^7.0.0-dev.20260309.1",
+    "@typescript/native-preview": "beta",
     "@yarnpkg/types": "^4.0.1",
-    "baseline-browser-mapping": "^2.10.0",
-    "cross-env": "^10.1.0",
-    "eslint": "^9.39.3",
-    "eslint-plugin-perfectionist": "^5.6.0",
+    "eslint": "^10.2.0",
+    "eslint-plugin-perfectionist": "^5.8.0",
     "eslint-plugin-typescript-paths": "^0.0.33",
-    "html-to-image": "^1.11.13",
     "husky": "^9.1.7",
-    "lage": "^2.14.19",
-    "lint-staged": "^16.3.2",
-    "minimatch": "^10.2.4",
-    "node-jq": "^6.3.1",
+    "lage": "^2.15.5",
+    "lint-staged": "^16.4.0",
+    "minimatch": "^10.2.5",
     "npm-run-all": "^4.1.5",
-    "oxfmt": "^0.32.0",
-    "oxlint": "^1.51.0",
-    "oxlint-tsgolint": "^0.13.0",
+    "oxfmt": "^0.44.0",
+    "oxlint": "^1.59.0",
+    "oxlint-tsgolint": "^0.20.0",
     "p-limit": "^7.3.0",
     "prompts": "^2.4.2",
-    "source-map-support": "^0.5.21",
     "ts-node": "^10.9.2",
-    "typescript": "^5.9.3"
+    "typescript": "^6.0.2",
+    "vitest": "^4.1.2"
   },
   "resolutions": {
     "adm-zip": "patch:adm-zip@npm%3A0.5.16#~/.yarn/patches/adm-zip-npm-0.5.16-4556fea098.patch",
+    "minimatch@10.2.1": "10.2.5",
+    "minimatch@3.1.2": "3.1.5",
+    "minimatch@>=10.0.0 <11.0.0": "10.2.5",
+    "minimatch@>=3.0.0 <4.0.0": "3.1.5",
+    "minimatch@>=5.0.0 <6.0.0": "5.1.9",
+    "minimatch@>=9.0.0 <10.0.0": "9.0.9",
     "rollup": "4.40.1",
     "socks": ">=2.8.3"
   },
   "lint-staged": {
+    "packages/*/{package.json,tsconfig.json}": [
+      "ts-node ./bin/validate-publish-imports.ts --fix",
+      "yarn sync:tsconfig-references"
+    ],
     "*.{js,mjs,jsx,ts,tsx,md,json,yml,yaml}": [
       "oxfmt --no-error-on-unmatched-pattern"
     ],
@@ -112,5 +118,5 @@
     "node": ">=22",
     "yarn": "^4.9.1"
   },
-  "packageManager": "yarn@4.10.3"
+  "packageManager": "yarn@4.13.0"
 }

packages/api/README.md

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

packages/api/app/query.js

@@ -1,5 +1,5 @@
 class Query {
-  /** @type {import('loot-core/shared/query').QueryState} */
+  /** @type {import('@actual-app/core/shared/query').QueryState} */
   state;
 
   constructor(state) {

packages/api/index.ts

@@ -1,8 +1,3 @@
-import type {
-  RequestInfo as FetchInfo,
-  RequestInit as FetchInit,
-} from 'node-fetch';
-
 import { init as initLootCore } from '@actual-app/core/server/main';
 import type { InitConfig, lib } from '@actual-app/core/server/main';
 
@@ -17,14 +12,6 @@ export let internal: typeof lib | null = null;
 export async function init(config: InitConfig = {}) {
   validateNodeVersion();
 
-  if (!globalThis.fetch) {
-    globalThis.fetch = (url: URL | RequestInfo, init?: RequestInit) => {
-      return import('node-fetch').then(({ default: fetch }) =>
-        fetch(url as unknown as FetchInfo, init as unknown as FetchInit),
-      ) as unknown as Promise<Response>;
-    };
-  }
-
   internal = await initLootCore(config);
   return internal;
 }

packages/api/methods.test.ts

@@ -1,12 +1,16 @@
 import * as fs from 'fs/promises';
 import * as path from 'path';
 
+import type { RuleEntity } from '@actual-app/core/types/models';
 import { vi } from 'vitest';
 
-import type { RuleEntity } from '@actual-app/core/types/models';
-
 import * as api from './index';
 
+declare global {
+  var IS_TESTING: boolean;
+  var currentMonth: string | null;
+}
+
 // In tests we run from source; loot-core's API fs uses __dirname (for the built dist/).
 // Mock the fs so path constants point at loot-core package root where migrations live.
 vi.mock(

packages/api/models.ts

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

packages/api/package.json

@@ -1,18 +1,31 @@
 {
   "name": "@actual-app/api",
-  "version": "26.3.0",
+  "version": "26.5.0",
   "description": "An API for Actual",
   "license": "MIT",
+  "repository": {
+    "type": "git",
+    "url": "git+https://github.com/actualbudget/actual.git",
+    "directory": "packages/api"
+  },
   "files": [
     "@types",
-    "dist"
+    "dist",
+    "!@types/**/*.test.d.ts",
+    "!@types/**/*.test.d.ts.map"
   ],
   "main": "dist/index.js",
   "types": "@types/index.d.ts",
   "exports": {
     ".": {
+      "types": "./@types/index.d.ts",
       "development": "./index.ts",
       "default": "./dist/index.js"
+    },
+    "./models": {
+      "types": "./@types/models.d.ts",
+      "development": "./models.ts",
+      "default": "./dist/models.js"
     }
   },
   "publishConfig": {
@@ -20,30 +33,31 @@
       ".": {
         "types": "./@types/index.d.ts",
         "default": "./dist/index.js"
+      },
+      "./models": {
+        "types": "./@types/models.d.ts",
+        "default": "./dist/models.js"
       }
     }
   },
   "scripts": {
-    "build": "vite build",
+    "build": "vite build && tsgo --emitDeclarationOnly",
     "test": "vitest --run",
     "typecheck": "tsgo -b && tsc-strict"
   },
   "dependencies": {
     "@actual-app/core": "workspace:*",
     "@actual-app/crdt": "workspace:*",
-    "better-sqlite3": "^12.6.2",
-    "compare-versions": "^6.1.1",
-    "node-fetch": "^3.3.2",
-    "uuid": "^13.0.0"
+    "better-sqlite3": "^12.8.0",
+    "compare-versions": "^6.1.1"
   },
   "devDependencies": {
-    "@typescript/native-preview": "^7.0.0-dev.20260309.1",
-    "rollup-plugin-visualizer": "^6.0.11",
+    "@typescript/native-preview": "beta",
+    "rollup-plugin-visualizer": "^7.0.1",
     "typescript-strict-plugin": "^2.4.4",
-    "vite": "^8.0.0",
-    "vite-plugin-dts": "^4.5.4",
+    "vite": "^8.0.5",
     "vite-plugin-peggy-loader": "^2.0.1",
-    "vitest": "^4.1.0"
+    "vitest": "^4.1.2"
   },
   "engines": {
     "node": ">=20"

packages/api/tsconfig.json

@@ -7,6 +7,7 @@
     "target": "ES2021",
     "module": "es2022",
     "moduleResolution": "bundler",
+    "customConditions": ["api"],
     "noEmit": false,
     "declaration": true,
     "declarationMap": true,
@@ -14,9 +15,27 @@
     "rootDir": ".",
     "declarationDir": "@types",
     "tsBuildInfoFile": "dist/.tsbuildinfo",
-    "plugins": [{ "name": "typescript-strict-plugin", "paths": ["."] }]
+    "plugins": [
+      {
+        "name": "typescript-strict-plugin",
+        "paths": ["."]
+      }
+    ]
   },
-  "references": [{ "path": "../crdt" }, { "path": "../loot-core" }],
+  "references": [
+    {
+      "path": "../loot-core"
+    },
+    {
+      "path": "../crdt"
+    }
+  ],
   "include": ["."],
-  "exclude": ["**/node_modules/*", "dist", "@types", "*.test.ts", "*.config.ts"]
+  "exclude": [
+    "**/node_modules/*",
+    "dist",
+    "@types",
+    "*.config.ts",
+    "*.config.mts"
+  ]
 }

packages/api/vite.config.mts

@@ -3,7 +3,6 @@ import path from 'path';
 
 import { visualizer } from 'rollup-plugin-visualizer';
 import { defineConfig } from 'vite';
-import dts from 'vite-plugin-dts';
 import peggyLoader from 'vite-plugin-peggy-loader';
 
 const lootCoreRoot = path.resolve(__dirname, '../loot-core');
@@ -55,7 +54,11 @@ function copyMigrationsAndDefaultDb() {
 }
 
 export default defineConfig({
-  ssr: { noExternal: true, external: ['better-sqlite3'] },
+  ssr: {
+    noExternal: true,
+    external: ['better-sqlite3'],
+    resolve: { conditions: ['api'] },
+  },
   build: {
     ssr: true,
     target: 'node20',
@@ -63,24 +66,22 @@ export default defineConfig({
     emptyOutDir: true,
     sourcemap: true,
     lib: {
-      entry: path.resolve(__dirname, 'index.ts'),
+      entry: {
+        index: path.resolve(__dirname, 'index.ts'),
+        models: path.resolve(__dirname, 'models.ts'),
+      },
       formats: ['cjs'],
-      fileName: () => 'index.js',
+      fileName: (_format, entryName) => `${entryName}.js`,
     },
   },
   plugins: [
     cleanOutputDirs(),
     peggyLoader(),
-    dts({
-      tsconfigPath: path.resolve(__dirname, 'tsconfig.json'),
-      outDir: path.resolve(__dirname, '@types'),
-      rollupTypes: true,
-    }),
     copyMigrationsAndDefaultDb(),
     visualizer({ template: 'raw-data', filename: 'app/stats.json' }),
   ],
   resolve: {
-    extensions: ['.api.ts', '.js', '.ts', '.tsx', '.json'],
+    conditions: ['api'],
   },
   test: {
     globals: true,

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

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

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

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

packages/ci-actions/package.json

@@ -8,9 +8,12 @@
     "typecheck": "tsgo -b"
   },
   "devDependencies": {
-    "@typescript/native-preview": "^7.0.0-dev.20260309.1",
+    "@octokit/rest": "^22.0.1",
+    "@typescript/native-preview": "beta",
     "extensionless": "^2.0.6",
-    "vitest": "^4.1.0"
+    "gray-matter": "^4.0.3",
+    "listify": "^1.0.3",
+    "vitest": "^4.1.2"
   },
   "extensionless": {
     "lookFor": [

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

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

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

@@ -60,7 +60,7 @@ function resolveType(
     currentDate.getFullYear() === 2000 + versionYear &&
     currentDate.getMonth() + 1 === versionMonth;
 
-  if (inPatchMonth && currentDate.getDate() <= 25) {
+  if (inPatchMonth && currentDate.getDate() < 25) {
     return 'hotfix';
   }
 

packages/cli/README.md

@@ -43,13 +43,16 @@ Configuration is resolved in this order (highest priority first):
 
 ### Environment Variables
 
-| Variable               | Description                                   |
-| ---------------------- | --------------------------------------------- |
-| `ACTUAL_SERVER_URL`    | URL of the Actual sync server (required)      |
-| `ACTUAL_PASSWORD`      | Server password (required unless using token) |
-| `ACTUAL_SESSION_TOKEN` | Session token (alternative to password)       |
-| `ACTUAL_SYNC_ID`       | Budget Sync ID (required for most commands)   |
-| `ACTUAL_DATA_DIR`      | Local directory for cached budget data        |
+| Variable               | Description                                           |
+| ---------------------- | ----------------------------------------------------- |
+| `ACTUAL_SERVER_URL`    | URL of the Actual sync server (required)              |
+| `ACTUAL_PASSWORD`      | Server password (required unless using token)         |
+| `ACTUAL_SESSION_TOKEN` | Session token (alternative to password)               |
+| `ACTUAL_SYNC_ID`       | Budget Sync ID (required for most commands)           |
+| `ACTUAL_DATA_DIR`      | Local directory for cached budget data                |
+| `ACTUAL_CACHE_TTL`     | Cache TTL in seconds (default: 60)                    |
+| `ACTUAL_LOCK_TIMEOUT`  | Budget-dir lock wait timeout in seconds (default: 10) |
+| `ACTUAL_NO_LOCK`       | Set to `1` to disable budget-dir locking              |
 
 ### Config File
 
@@ -59,7 +62,10 @@ Create an `.actualrc.json` (or `.actualrc`, `.actualrc.yaml`, `actual.config.js`
 {
   "serverUrl": "http://localhost:5006",
   "password": "your-password",
-  "syncId": "1cfdbb80-6274-49bf-b0c2-737235a4c81f"
+  "syncId": "1cfdbb80-6274-49bf-b0c2-737235a4c81f",
+  "cacheTtl": 60,
+  "lockTimeout": 10,
+  "noLock": false
 }
 ```
 
@@ -74,6 +80,11 @@ Create an `.actualrc.json` (or `.actualrc`, `.actualrc.yaml`, `actual.config.js`
 | `--session-token <token>` | Session token                                   |
 | `--sync-id <id>`          | Budget Sync ID                                  |
 | `--data-dir <path>`       | Data directory                                  |
+| `--cache-ttl <seconds>`   | Cache TTL; `0` disables caching (default: 60)   |
+| `--refresh`               | Force a sync on this call, ignoring the cache   |
+| `--no-cache`              | Alias for `--refresh`                           |
+| `--lock-timeout <secs>`   | Lock wait timeout (default: 10)                 |
+| `--no-lock`               | Disable budget-dir locking (use with care)      |
 | `--format <format>`       | Output format: `json` (default), `table`, `csv` |
 | `--verbose`               | Show informational messages                     |
 
@@ -92,14 +103,15 @@ Create an `.actualrc.json` (or `.actualrc`, `.actualrc.yaml`, `actual.config.js`
 | `schedules`       | Manage scheduled transactions  |
 | `query`           | Run an ActualQL query          |
 | `server`          | Server utilities and lookups   |
+| `sync`            | Refresh or inspect local cache |
 
 Run `actual <command> --help` for subcommands and options.
 
 ### Examples
 
 ```bash
-# List all accounts (as a table)
-actual accounts list --format table
+# List all accounts (as a table; excludes closed by default)
+actual accounts list [--include-closed] --format table
 
 # Find an entity ID by name
 actual server get-id --type accounts --name "Checking"
@@ -122,13 +134,45 @@ actual query run --table transactions \
 
 ### Amount Convention
 
-All monetary amounts are **integer cents**:
+All monetary amounts are **integer cents** when passed as input (flags, JSON):
 
 | CLI Value | Dollar Amount |
 | --------- | ------------- |
 | `5000`    | $50.00        |
 | `-12350`  | -$123.50      |
 
+**Output formatting:** Table (`--format table`) and CSV (`--format csv`) output automatically converts cent values to decimal (e.g. `1665.00` instead of `166500`). JSON output always returns raw cents for programmatic use.
+
+### Tips & Common Pitfalls
+
+- **Split transactions:** When summing or counting transactions, filter `"is_parent": false` to avoid double-counting. A split parent holds the total amount, and its children hold the individual parts — including both would count the total twice.
+
+- **Rapid sequential requests:** The CLI caches the budget locally (see [Caching](#caching)), so read-heavy scripts no longer need a single-query workaround by default. For very chatty scripts, run `actual sync` once and then use a long `--cache-ttl` for reads:
+
+  ```bash
+  actual sync
+  actual --cache-ttl 3600 query run ...
+  actual --cache-ttl 3600 accounts list
+  ```
+
+- **Uncategorized transactions:** `category.name` is `null` for transactions without a category. Account for this when filtering or grouping by category.
+
+- **No date sub-fields in AQL:** `date.month`, `date.year`, etc. are not supported as query fields. To group by month, fetch raw transactions with a date range filter and aggregate locally in a script.
+
+## Caching
+
+The CLI keeps a local copy of your budget so repeated commands don't hit the sync server on every call. Within the TTL (default `60` seconds), read commands (`list`, `balance`, `query run`, …) reuse the cached budget without a network round-trip. Write commands (`add`, `update`, `set-amount`, …) always sync with the server before and after the write.
+
+- `actual sync` — refresh the cache now.
+- `actual sync --status` — show how stale the local cache is.
+- `actual sync --clear` — delete the local cache; the next command re-downloads.
+- `--refresh` (or `--no-cache`) — force a sync on a single call.
+- `--cache-ttl <seconds>` — override the TTL for a single call (use `0` to disable caching).
+
+### Concurrency
+
+The CLI takes a shared lock for reads and an exclusive lock for writes on the per-budget cache directory. Many parallel reads are safe; writes serialize. If another CLI process is holding the lock, subsequent invocations wait up to `--lock-timeout` seconds (default `10`) before failing with an error. Pass `--no-lock` to opt out in trusted single-process setups.
+
 ## Running Locally (Development)
 
 If you're working on the CLI within the monorepo:

packages/cli/package.json

@@ -1,8 +1,13 @@
 {
   "name": "@actual-app/cli",
-  "version": "26.3.0",
+  "version": "26.5.0",
   "description": "CLI for Actual Budget",
   "license": "MIT",
+  "repository": {
+    "type": "git",
+    "url": "git+https://github.com/actualbudget/actual.git",
+    "directory": "packages/cli"
+  },
   "bin": {
     "actual": "./dist/cli.js",
     "actual-cli": "./dist/cli.js"
@@ -11,6 +16,16 @@
     "dist"
   ],
   "type": "module",
+  "imports": {
+    "#cache": "./src/cache.ts",
+    "#commands/*": "./src/commands/*.ts",
+    "#config": "./src/config.ts",
+    "#connection": "./src/connection.ts",
+    "#input": "./src/input.ts",
+    "#lock": "./src/lock.ts",
+    "#output": "./src/output.ts",
+    "#utils": "./src/utils.ts"
+  },
   "scripts": {
     "build": "vite build",
     "test": "vitest --run",
@@ -19,15 +34,17 @@
   "dependencies": {
     "@actual-app/api": "workspace:*",
     "cli-table3": "^0.6.5",
-    "commander": "^13.0.0",
-    "cosmiconfig": "^9.0.0"
+    "commander": "^14.0.3",
+    "cosmiconfig": "^9.0.1",
+    "proper-lockfile": "^4.1.2"
   },
   "devDependencies": {
-    "@types/node": "^22.19.15",
-    "@typescript/native-preview": "^7.0.0-dev.20260309.1",
-    "rollup-plugin-visualizer": "^6.0.11",
-    "vite": "^8.0.0",
-    "vitest": "^4.1.0"
+    "@types/node": "^22.19.17",
+    "@types/proper-lockfile": "^4",
+    "@typescript/native-preview": "beta",
+    "rollup-plugin-visualizer": "^7.0.1",
+    "vite": "^8.0.5",
+    "vitest": "^4.1.2"
   },
   "engines": {
     "node": ">=22"

packages/cli/src/cache.test.ts

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

packages/cli/src/cache.ts

@@ -0,0 +1,107 @@
+import { randomBytes } from 'node:crypto';
+import { mkdirSync, readFileSync, renameSync, writeFileSync } from 'node:fs';
+import { join } from 'node:path';
+
+import { isRecord } from './utils';
+
+export const CACHE_FILE_NAME = 'state.json';
+export const CACHE_VERSION = 1;
+export const META_ROOT_DIR = '.actual-cli';
+
+export type CacheState = {
+  version: typeof CACHE_VERSION;
+  syncId: string;
+  budgetId: string;
+  serverUrl: string;
+  lastSyncedAt: number;
+  lastDownloadedAt: number;
+};
+
+export function getMetaDir(dataDir: string, syncId: string): string {
+  return join(dataDir, META_ROOT_DIR, syncId);
+}
+
+function cachePath(metaDir: string): string {
+  return join(metaDir, CACHE_FILE_NAME);
+}
+
+function isCacheState(value: unknown): value is CacheState {
+  if (!isRecord(value)) return false;
+  return (
+    value.version === CACHE_VERSION &&
+    typeof value.syncId === 'string' &&
+    typeof value.budgetId === 'string' &&
+    typeof value.serverUrl === 'string' &&
+    typeof value.lastSyncedAt === 'number' &&
+    typeof value.lastDownloadedAt === 'number'
+  );
+}
+
+export function readCacheState(metaDir: string): CacheState | null {
+  let raw: string;
+  try {
+    raw = readFileSync(cachePath(metaDir), 'utf-8');
+  } catch {
+    return null;
+  }
+  let parsed: unknown;
+  try {
+    parsed = JSON.parse(raw);
+  } catch {
+    return null;
+  }
+  return isCacheState(parsed) ? parsed : null;
+}
+
+export function writeCacheState(metaDir: string, state: CacheState): void {
+  try {
+    mkdirSync(metaDir, { recursive: true });
+    const target = cachePath(metaDir);
+    // Unique tmp name per writer: concurrent shared-lock commands (encrypted
+    // budgets, --refresh, stale TTL) can both publish, and a shared tmp path
+    // lets the second writer's truncate destroy the first writer's bytes
+    // before either renames into place.
+    const tmp = `${target}.${process.pid}-${randomBytes(4).toString('hex')}.tmp`;
+    writeFileSync(tmp, JSON.stringify(state));
+    renameSync(tmp, target);
+  } catch {
+    // Cache persistence is best-effort. A read-only or unreachable dir must
+    // not crash the CLI; the next invocation simply won't find a cache.
+  }
+}
+
+export type SyncDecision =
+  | { action: 'download' }
+  | { action: 'skip'; state: CacheState }
+  | { action: 'sync'; state: CacheState };
+
+export type DecideSyncArgs = {
+  state: CacheState | null;
+  config: { syncId: string; serverUrl: string };
+  now: number;
+  ttlMs: number;
+  mutates: boolean;
+  refresh: boolean;
+  encrypted: boolean;
+};
+
+export function decideSyncAction({
+  state,
+  config,
+  now,
+  ttlMs,
+  mutates,
+  refresh,
+  encrypted,
+}: DecideSyncArgs): SyncDecision {
+  if (state === null) return { action: 'download' };
+  if (state.syncId !== config.syncId) return { action: 'download' };
+  if (state.serverUrl !== config.serverUrl) return { action: 'download' };
+  if (mutates || refresh || ttlMs === 0 || encrypted) {
+    return { action: 'sync', state };
+  }
+  const age = now - state.lastSyncedAt;
+  if (age < 0) return { action: 'sync', state };
+  if (age < ttlMs) return { action: 'skip', state };
+  return { action: 'sync', state };
+}

packages/cli/src/commands/accounts.test.ts

@@ -1,7 +1,7 @@
 import * as api from '@actual-app/api';
 import { Command } from 'commander';
 
-import { printOutput } from '../output';
+import { printOutput } from '#output';
 
 import { registerAccountsCommand } from './accounts';
 
@@ -15,11 +15,11 @@ vi.mock('@actual-app/api', () => ({
   getAccountBalance: vi.fn().mockResolvedValue(10000),
 }));
 
-vi.mock('../connection', () => ({
+vi.mock('#connection', () => ({
   withConnection: vi.fn((_opts, fn) => fn()),
 }));
 
-vi.mock('../output', () => ({
+vi.mock('#output', () => ({
   printOutput: vi.fn(),
 }));
 
@@ -62,14 +62,28 @@ describe('accounts commands', () => {
   });
 
   describe('list', () => {
-    it('calls api.getAccounts and prints result', async () => {
-      const accounts = [{ id: '1', name: 'Checking' }];
+    it('calls api.getAccounts and prints result with computed balance', async () => {
+      const accounts = [
+        { id: '1', name: 'Checking', offbudget: false, closed: false },
+      ];
       vi.mocked(api.getAccounts).mockResolvedValue(accounts);
 
       await run(['accounts', 'list']);
 
       expect(api.getAccounts).toHaveBeenCalled();
-      expect(printOutput).toHaveBeenCalledWith(accounts, undefined);
+      expect(api.getAccountBalance).toHaveBeenCalledWith('1');
+      expect(printOutput).toHaveBeenCalledWith(
+        [
+          {
+            id: '1',
+            name: 'Checking',
+            offbudget: false,
+            closed: false,
+            balance: 10000,
+          },
+        ],
+        undefined,
+      );
     });
 
     it('passes format option to printOutput', async () => {
@@ -79,6 +93,59 @@ describe('accounts commands', () => {
 
       expect(printOutput).toHaveBeenCalledWith([], 'csv');
     });
+
+    it('filters out closed accounts by default', async () => {
+      vi.mocked(api.getAccounts).mockResolvedValue([
+        { id: '1', name: 'Open', offbudget: false, closed: false },
+        { id: '2', name: 'Closed', offbudget: false, closed: true },
+      ]);
+
+      await run(['accounts', 'list']);
+
+      expect(printOutput).toHaveBeenCalledWith(
+        [
+          {
+            id: '1',
+            name: 'Open',
+            offbudget: false,
+            closed: false,
+            balance: 10000,
+          },
+        ],
+        undefined,
+      );
+    });
+
+    it('includes closed accounts when --include-closed is passed', async () => {
+      vi.mocked(api.getAccounts).mockResolvedValue([
+        { id: '1', name: 'Open', offbudget: false, closed: false },
+        { id: '2', name: 'Closed', offbudget: false, closed: true },
+      ]);
+
+      await run(['accounts', 'list', '--include-closed']);
+
+      expect(printOutput).toHaveBeenCalledWith(
+        expect.arrayContaining([
+          expect.objectContaining({ id: '2', closed: true }),
+        ]),
+        undefined,
+      );
+    });
+
+    it('sorts on-budget accounts before off-budget', async () => {
+      vi.mocked(api.getAccounts).mockResolvedValue([
+        { id: '1', name: 'OffBudget', offbudget: true, closed: false },
+        { id: '2', name: 'OnBudget', offbudget: false, closed: false },
+      ]);
+
+      await run(['accounts', 'list']);
+
+      const output = vi.mocked(printOutput).mock.calls[0][0] as Array<{
+        id: string;
+      }>;
+      expect(output[0].id).toBe('2'); // on-budget first
+      expect(output[1].id).toBe('1'); // off-budget second
+    });
   });
 
   describe('create', () => {

packages/cli/src/commands/accounts.ts

@@ -1,9 +1,9 @@
 import * as api from '@actual-app/api';
 import type { Command } from 'commander';
 
-import { withConnection } from '../connection';
-import { printOutput } from '../output';
-import { parseBoolFlag, parseIntFlag } from '../utils';
+import { withConnection } from '#connection';
+import { printOutput } from '#output';
+import { parseBoolFlag, parseIntFlag } from '#utils';
 
 export function registerAccountsCommand(program: Command) {
   const accounts = program.command('accounts').description('Manage accounts');
@@ -11,12 +11,33 @@ export function registerAccountsCommand(program: Command) {
   accounts
     .command('list')
     .description('List all accounts')
-    .action(async () => {
+    .option('--include-closed', 'Include closed accounts', false)
+    .action(async cmdOpts => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const result = await api.getAccounts();
-        printOutput(result, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const allAccounts = await api.getAccounts();
+          const accounts = allAccounts.filter(
+            a => cmdOpts.includeClosed || !a.closed,
+          );
+          // Stable sort: on-budget first, off-budget second
+          // (preserves API sort_order within each group)
+          accounts.sort((a, b) => Number(a.offbudget) - Number(b.offbudget));
+          const balances = await Promise.all(
+            accounts.map(a => api.getAccountBalance(a.id)),
+          );
+          const output = accounts.map((a, i) => ({
+            id: a.id,
+            name: a.name,
+            offbudget: a.offbudget,
+            closed: a.closed,
+            balance: balances[i],
+          }));
+          printOutput(output, opts.format);
+        },
+        { mutates: false },
+      );
     });
 
   accounts
@@ -24,17 +45,25 @@ export function registerAccountsCommand(program: Command) {
     .description('Create a new account')
     .requiredOption('--name <name>', 'Account name')
     .option('--offbudget', 'Create as off-budget account', false)
-    .option('--balance <amount>', 'Initial balance in cents', '0')
+    .option(
+      '--balance <amount>',
+      'Initial balance in cents (e.g. 50000 = 500.00)',
+      '0',
+    )
     .action(async cmdOpts => {
       const balance = parseIntFlag(cmdOpts.balance, '--balance');
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const id = await api.createAccount(
-          { name: cmdOpts.name, offbudget: cmdOpts.offbudget },
-          balance,
-        );
-        printOutput({ id }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const id = await api.createAccount(
+            { name: cmdOpts.name, offbudget: cmdOpts.offbudget },
+            balance,
+          );
+          printOutput({ id }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 
   accounts
@@ -60,10 +89,14 @@ export function registerAccountsCommand(program: Command) {
           'No update fields provided. Use --name or --offbudget.',
         );
       }
-      await withConnection(opts, async () => {
-        await api.updateAccount(id, fields);
-        printOutput({ success: true, id }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          await api.updateAccount(id, fields);
+          printOutput({ success: true, id }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 
   accounts
@@ -79,14 +112,18 @@ export function registerAccountsCommand(program: Command) {
     )
     .action(async (id: string, cmdOpts) => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        await api.closeAccount(
-          id,
-          cmdOpts.transferAccount,
-          cmdOpts.transferCategory,
-        );
-        printOutput({ success: true, id }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          await api.closeAccount(
+            id,
+            cmdOpts.transferAccount,
+            cmdOpts.transferCategory,
+          );
+          printOutput({ success: true, id }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 
   accounts
@@ -94,10 +131,14 @@ export function registerAccountsCommand(program: Command) {
     .description('Reopen a closed account')
     .action(async (id: string) => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        await api.reopenAccount(id);
-        printOutput({ success: true, id }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          await api.reopenAccount(id);
+          printOutput({ success: true, id }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 
   accounts
@@ -105,10 +146,14 @@ export function registerAccountsCommand(program: Command) {
     .description('Delete an account')
     .action(async (id: string) => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        await api.deleteAccount(id);
-        printOutput({ success: true, id }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          await api.deleteAccount(id);
+          printOutput({ success: true, id }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 
   accounts
@@ -127,9 +172,13 @@ export function registerAccountsCommand(program: Command) {
         cutoff = cutoffDate;
       }
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const balance = await api.getAccountBalance(id, cutoff);
-        printOutput({ id, balance }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const balance = await api.getAccountBalance(id, cutoff);
+          printOutput({ id, balance }, opts.format);
+        },
+        { mutates: false },
+      );
     });
 }

packages/cli/src/commands/budgets.ts

@@ -1,10 +1,9 @@
 import * as api from '@actual-app/api';
 import type { Command } from 'commander';
 
-import { resolveConfig } from '../config';
-import { withConnection } from '../connection';
-import { printOutput } from '../output';
-import { parseBoolFlag, parseIntFlag } from '../utils';
+import { withConnection } from '#connection';
+import { printOutput } from '#output';
+import { parseBoolFlag, parseIntFlag } from '#utils';
 
 export function registerBudgetsCommand(program: Command) {
   const budgets = program.command('budgets').description('Manage budgets');
@@ -20,7 +19,7 @@ export function registerBudgetsCommand(program: Command) {
           const result = await api.getBudgets();
           printOutput(result, opts.format);
         },
-        { loadBudget: false },
+        { mutates: false, skipBudget: true },
       );
     });
 
@@ -30,40 +29,33 @@ export function registerBudgetsCommand(program: Command) {
     .option('--encryption-password <password>', 'Encryption password')
     .action(async (syncId: string, cmdOpts) => {
       const opts = program.opts();
-      const config = await resolveConfig(opts);
-      const password = config.encryptionPassword ?? cmdOpts.encryptionPassword;
       await withConnection(
         opts,
-        async () => {
+        async config => {
+          const password =
+            cmdOpts.encryptionPassword ?? config.encryptionPassword;
           await api.downloadBudget(syncId, {
             password,
           });
           printOutput({ success: true, syncId }, opts.format);
         },
-        { loadBudget: false },
+        { mutates: false, skipBudget: true },
       );
     });
 
-  budgets
-    .command('sync')
-    .description('Sync the current budget')
-    .action(async () => {
-      const opts = program.opts();
-      await withConnection(opts, async () => {
-        await api.sync();
-        printOutput({ success: true }, opts.format);
-      });
-    });
-
   budgets
     .command('months')
     .description('List available budget months')
     .action(async () => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const result = await api.getBudgetMonths();
-        printOutput(result, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const result = await api.getBudgetMonths();
+          printOutput(result, opts.format);
+        },
+        { mutates: false },
+      );
     });
 
   budgets
@@ -71,10 +63,14 @@ export function registerBudgetsCommand(program: Command) {
     .description('Get budget data for a specific month (YYYY-MM)')
     .action(async (month: string) => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const result = await api.getBudgetMonth(month);
-        printOutput(result, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const result = await api.getBudgetMonth(month);
+          printOutput(result, opts.format);
+        },
+        { mutates: false },
+      );
     });
 
   budgets
@@ -82,14 +78,21 @@ export function registerBudgetsCommand(program: Command) {
     .description('Set budget amount for a category in a month')
     .requiredOption('--month <month>', 'Budget month (YYYY-MM)')
     .requiredOption('--category <id>', 'Category ID')
-    .requiredOption('--amount <amount>', 'Amount in cents')
+    .requiredOption(
+      '--amount <amount>',
+      'Amount in cents (e.g. 50000 = 500.00)',
+    )
     .action(async cmdOpts => {
       const amount = parseIntFlag(cmdOpts.amount, '--amount');
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        await api.setBudgetAmount(cmdOpts.month, cmdOpts.category, amount);
-        printOutput({ success: true }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          await api.setBudgetAmount(cmdOpts.month, cmdOpts.category, amount);
+          printOutput({ success: true }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 
   budgets
@@ -101,24 +104,35 @@ export function registerBudgetsCommand(program: Command) {
     .action(async cmdOpts => {
       const flag = parseBoolFlag(cmdOpts.flag, '--flag');
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        await api.setBudgetCarryover(cmdOpts.month, cmdOpts.category, flag);
-        printOutput({ success: true }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          await api.setBudgetCarryover(cmdOpts.month, cmdOpts.category, flag);
+          printOutput({ success: true }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 
   budgets
     .command('hold-next-month')
     .description('Hold budget amount for next month')
     .requiredOption('--month <month>', 'Budget month (YYYY-MM)')
-    .requiredOption('--amount <amount>', 'Amount in cents')
+    .requiredOption(
+      '--amount <amount>',
+      'Amount in cents (e.g. 50000 = 500.00)',
+    )
     .action(async cmdOpts => {
       const parsedAmount = parseIntFlag(cmdOpts.amount, '--amount');
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        await api.holdBudgetForNextMonth(cmdOpts.month, parsedAmount);
-        printOutput({ success: true }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          await api.holdBudgetForNextMonth(cmdOpts.month, parsedAmount);
+          printOutput({ success: true }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 
   budgets
@@ -127,9 +141,13 @@ export function registerBudgetsCommand(program: Command) {
     .requiredOption('--month <month>', 'Budget month (YYYY-MM)')
     .action(async cmdOpts => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        await api.resetBudgetHold(cmdOpts.month);
-        printOutput({ success: true }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          await api.resetBudgetHold(cmdOpts.month);
+          printOutput({ success: true }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 }

packages/cli/src/commands/categories.ts

@@ -1,9 +1,9 @@
 import * as api from '@actual-app/api';
 import type { Command } from 'commander';
 
-import { withConnection } from '../connection';
-import { printOutput } from '../output';
-import { parseBoolFlag } from '../utils';
+import { withConnection } from '#connection';
+import { printOutput } from '#output';
+import { parseBoolFlag } from '#utils';
 
 export function registerCategoriesCommand(program: Command) {
   const categories = program
@@ -15,10 +15,14 @@ export function registerCategoriesCommand(program: Command) {
     .description('List all categories')
     .action(async () => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const result = await api.getCategories();
-        printOutput(result, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const result = await api.getCategories();
+          printOutput(result, opts.format);
+        },
+        { mutates: false },
+      );
     });
 
   categories
@@ -29,15 +33,19 @@ export function registerCategoriesCommand(program: Command) {
     .option('--is-income', 'Mark as income category', false)
     .action(async cmdOpts => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const id = await api.createCategory({
-          name: cmdOpts.name,
-          group_id: cmdOpts.groupId,
-          is_income: cmdOpts.isIncome,
-          hidden: false,
-        });
-        printOutput({ id }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const id = await api.createCategory({
+            name: cmdOpts.name,
+            group_id: cmdOpts.groupId,
+            is_income: cmdOpts.isIncome,
+            hidden: false,
+          });
+          printOutput({ id }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 
   categories
@@ -55,10 +63,14 @@ export function registerCategoriesCommand(program: Command) {
         throw new Error('No update fields provided. Use --name or --hidden.');
       }
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        await api.updateCategory(id, fields);
-        printOutput({ success: true, id }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          await api.updateCategory(id, fields);
+          printOutput({ success: true, id }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 
   categories
@@ -67,9 +79,13 @@ export function registerCategoriesCommand(program: Command) {
     .option('--transfer-to <id>', 'Transfer transactions to this category')
     .action(async (id: string, cmdOpts) => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        await api.deleteCategory(id, cmdOpts.transferTo);
-        printOutput({ success: true, id }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          await api.deleteCategory(id, cmdOpts.transferTo);
+          printOutput({ success: true, id }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 }

packages/cli/src/commands/category-groups.ts

@@ -1,9 +1,9 @@
 import * as api from '@actual-app/api';
 import type { Command } from 'commander';
 
-import { withConnection } from '../connection';
-import { printOutput } from '../output';
-import { parseBoolFlag } from '../utils';
+import { withConnection } from '#connection';
+import { printOutput } from '#output';
+import { parseBoolFlag } from '#utils';
 
 export function registerCategoryGroupsCommand(program: Command) {
   const groups = program
@@ -15,10 +15,14 @@ export function registerCategoryGroupsCommand(program: Command) {
     .description('List all category groups')
     .action(async () => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const result = await api.getCategoryGroups();
-        printOutput(result, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const result = await api.getCategoryGroups();
+          printOutput(result, opts.format);
+        },
+        { mutates: false },
+      );
     });
 
   groups
@@ -28,14 +32,18 @@ export function registerCategoryGroupsCommand(program: Command) {
     .option('--is-income', 'Mark as income group', false)
     .action(async cmdOpts => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const id = await api.createCategoryGroup({
-          name: cmdOpts.name,
-          is_income: cmdOpts.isIncome,
-          hidden: false,
-        });
-        printOutput({ id }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const id = await api.createCategoryGroup({
+            name: cmdOpts.name,
+            is_income: cmdOpts.isIncome,
+            hidden: false,
+          });
+          printOutput({ id }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 
   groups
@@ -53,10 +61,14 @@ export function registerCategoryGroupsCommand(program: Command) {
         throw new Error('No update fields provided. Use --name or --hidden.');
       }
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        await api.updateCategoryGroup(id, fields);
-        printOutput({ success: true, id }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          await api.updateCategoryGroup(id, fields);
+          printOutput({ success: true, id }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 
   groups
@@ -65,9 +77,13 @@ export function registerCategoryGroupsCommand(program: Command) {
     .option('--transfer-to <id>', 'Transfer transactions to this category ID')
     .action(async (id: string, cmdOpts) => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        await api.deleteCategoryGroup(id, cmdOpts.transferTo);
-        printOutput({ success: true, id }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          await api.deleteCategoryGroup(id, cmdOpts.transferTo);
+          printOutput({ success: true, id }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 }

packages/cli/src/commands/payees.ts

@@ -1,8 +1,8 @@
 import * as api from '@actual-app/api';
 import type { Command } from 'commander';
 
-import { withConnection } from '../connection';
-import { printOutput } from '../output';
+import { withConnection } from '#connection';
+import { printOutput } from '#output';
 
 export function registerPayeesCommand(program: Command) {
   const payees = program.command('payees').description('Manage payees');
@@ -12,10 +12,14 @@ export function registerPayeesCommand(program: Command) {
     .description('List all payees')
     .action(async () => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const result = await api.getPayees();
-        printOutput(result, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const result = await api.getPayees();
+          printOutput(result, opts.format);
+        },
+        { mutates: false },
+      );
     });
 
   payees
@@ -23,10 +27,14 @@ export function registerPayeesCommand(program: Command) {
     .description('List frequently used payees')
     .action(async () => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const result = await api.getCommonPayees();
-        printOutput(result, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const result = await api.getCommonPayees();
+          printOutput(result, opts.format);
+        },
+        { mutates: false },
+      );
     });
 
   payees
@@ -35,10 +43,14 @@ export function registerPayeesCommand(program: Command) {
     .requiredOption('--name <name>', 'Payee name')
     .action(async cmdOpts => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const id = await api.createPayee({ name: cmdOpts.name });
-        printOutput({ id }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const id = await api.createPayee({ name: cmdOpts.name });
+          printOutput({ id }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 
   payees
@@ -54,10 +66,14 @@ export function registerPayeesCommand(program: Command) {
         );
       }
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        await api.updatePayee(id, fields);
-        printOutput({ success: true, id }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          await api.updatePayee(id, fields);
+          printOutput({ success: true, id }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 
   payees
@@ -65,10 +81,14 @@ export function registerPayeesCommand(program: Command) {
     .description('Delete a payee')
     .action(async (id: string) => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        await api.deletePayee(id);
-        printOutput({ success: true, id }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          await api.deletePayee(id);
+          printOutput({ success: true, id }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 
   payees
@@ -87,9 +107,13 @@ export function registerPayeesCommand(program: Command) {
         );
       }
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        await api.mergePayees(cmdOpts.target, mergeIds);
-        printOutput({ success: true }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          await api.mergePayees(cmdOpts.target, mergeIds);
+          printOutput({ success: true }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 }

packages/cli/src/commands/query.test.ts

@@ -1,7 +1,7 @@
 import * as api from '@actual-app/api';
 import { Command } from 'commander';
 
-import { printOutput } from '../output';
+import { printOutput } from '#output';
 
 import { parseOrderBy, registerQueryCommand } from './query';
 
@@ -21,11 +21,11 @@ vi.mock('@actual-app/api', () => {
   };
 });
 
-vi.mock('../connection', () => ({
+vi.mock('#connection', () => ({
   withConnection: vi.fn((_opts, fn) => fn()),
 }));
 
-vi.mock('../output', () => ({
+vi.mock('#output', () => ({
   printOutput: vi.fn(),
 }));
 
@@ -145,6 +145,25 @@ describe('query commands', () => {
       ]);
     });
 
+    it('outputs unwrapped data array (not the full result envelope)', async () => {
+      const mockData = [{ id: '1', amount: -500 }];
+      vi.mocked(api.aqlQuery).mockResolvedValueOnce({
+        data: mockData,
+        dependencies: [],
+      });
+
+      await run([
+        'query',
+        'run',
+        '--table',
+        'transactions',
+        '--select',
+        'id,amount',
+      ]);
+
+      expect(printOutput).toHaveBeenCalledWith(mockData, undefined);
+    });
+
     it('passes --filter as JSON', async () => {
       await run([
         'query',

packages/cli/src/commands/query.ts

@@ -1,14 +1,10 @@
 import * as api from '@actual-app/api';
 import type { Command } from 'commander';
 
-import { withConnection } from '../connection';
-import { readJsonInput } from '../input';
-import { printOutput } from '../output';
-import { parseIntFlag } from '../utils';
-
-function isRecord(value: unknown): value is Record<string, unknown> {
-  return typeof value === 'object' && value !== null && !Array.isArray(value);
-}
+import { withConnection } from '#connection';
+import { readJsonInput } from '#input';
+import { printOutput } from '#output';
+import { isRecord, parseIntFlag } from '#utils';
 
 /**
  * Parse order-by strings like "date:desc,amount:asc,id" into
@@ -253,7 +249,17 @@ Available tables: ${AVAILABLE_TABLES}
 Use "actual query tables" and "actual query fields <table>" for schema info.
 
 Common filter operators: $eq, $ne, $lt, $lte, $gt, $gte, $like, $and, $or
-See ActualQL docs for full reference: https://actualbudget.org/docs/api/actual-ql/`;
+See ActualQL docs for full reference: https://actualbudget.org/docs/api/actual-ql/
+
+Tips:
+  - Amounts are stored as integer cents (e.g. 166500 = 1665.00).
+    Table and CSV output auto-formats these as decimals; JSON keeps raw cents.
+  - Filter "is_parent": false to avoid double-counting split transactions.
+  - Fetch all data in a single query with a date range instead of running
+    one query per month — rapid sequential requests may cause auth failures.
+  - date.month, date.year etc. are not supported as fields in AQL.
+    To group by month, fetch raw transactions with a date range filter
+    and aggregate locally (e.g. in a script).`;
 
 export function registerQueryCommand(program: Command) {
   const query = program
@@ -295,23 +301,31 @@ export function registerQueryCommand(program: Command) {
     .addHelpText('after', RUN_EXAMPLES)
     .action(async cmdOpts => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const parsed = cmdOpts.file ? readJsonInput(cmdOpts) : undefined;
-        if (parsed !== undefined && !isRecord(parsed)) {
-          throw new Error('Query file must contain a JSON object');
-        }
-        const queryObj = parsed
-          ? buildQueryFromFile(parsed, cmdOpts.table)
-          : buildQueryFromFlags(cmdOpts);
+      await withConnection(
+        opts,
+        async () => {
+          const parsed = cmdOpts.file ? readJsonInput(cmdOpts) : undefined;
+          if (parsed !== undefined && !isRecord(parsed)) {
+            throw new Error('Query file must contain a JSON object');
+          }
+          const queryObj = parsed
+            ? buildQueryFromFile(parsed, cmdOpts.table)
+            : buildQueryFromFlags(cmdOpts);
 
-        const result = await api.aqlQuery(queryObj);
+          const result = await api.aqlQuery(queryObj);
 
-        if (cmdOpts.count) {
-          printOutput({ count: result.data }, opts.format);
-        } else {
-          printOutput(result, opts.format);
-        }
-      });
+          if (!isRecord(result) || !('data' in result)) {
+            throw new Error('Query result missing data');
+          }
+
+          if (cmdOpts.count) {
+            printOutput({ count: result.data }, opts.format);
+          } else {
+            printOutput(result.data, opts.format);
+          }
+        },
+        { mutates: false },
+      );
     });
 
   query

packages/cli/src/commands/rules.ts

@@ -1,9 +1,9 @@
 import * as api from '@actual-app/api';
 import type { Command } from 'commander';
 
-import { withConnection } from '../connection';
-import { readJsonInput } from '../input';
-import { printOutput } from '../output';
+import { withConnection } from '#connection';
+import { readJsonInput } from '#input';
+import { printOutput } from '#output';
 
 export function registerRulesCommand(program: Command) {
   const rules = program
@@ -15,10 +15,14 @@ export function registerRulesCommand(program: Command) {
     .description('List all rules')
     .action(async () => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const result = await api.getRules();
-        printOutput(result, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const result = await api.getRules();
+          printOutput(result, opts.format);
+        },
+        { mutates: false },
+      );
     });
 
   rules
@@ -26,10 +30,14 @@ export function registerRulesCommand(program: Command) {
     .description('List rules for a specific payee')
     .action(async (payeeId: string) => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const result = await api.getPayeeRules(payeeId);
-        printOutput(result, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const result = await api.getPayeeRules(payeeId);
+          printOutput(result, opts.format);
+        },
+        { mutates: false },
+      );
     });
 
   rules
@@ -39,13 +47,17 @@ export function registerRulesCommand(program: Command) {
     .option('--file <path>', 'Read rule from JSON file (use - for stdin)')
     .action(async cmdOpts => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const rule = readJsonInput(cmdOpts) as Parameters<
-          typeof api.createRule
-        >[0];
-        const id = await api.createRule(rule);
-        printOutput({ id }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const rule = readJsonInput(cmdOpts) as Parameters<
+            typeof api.createRule
+          >[0];
+          const id = await api.createRule(rule);
+          printOutput({ id }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 
   rules
@@ -55,13 +67,17 @@ export function registerRulesCommand(program: Command) {
     .option('--file <path>', 'Read rule from JSON file (use - for stdin)')
     .action(async cmdOpts => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const rule = readJsonInput(cmdOpts) as Parameters<
-          typeof api.updateRule
-        >[0];
-        await api.updateRule(rule);
-        printOutput({ success: true }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const rule = readJsonInput(cmdOpts) as Parameters<
+            typeof api.updateRule
+          >[0];
+          await api.updateRule(rule);
+          printOutput({ success: true }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 
   rules
@@ -69,9 +85,13 @@ export function registerRulesCommand(program: Command) {
     .description('Delete a rule')
     .action(async (id: string) => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        await api.deleteRule(id);
-        printOutput({ success: true, id }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          await api.deleteRule(id);
+          printOutput({ success: true, id }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 }

packages/cli/src/commands/schedules.ts

@@ -1,9 +1,9 @@
 import * as api from '@actual-app/api';
 import type { Command } from 'commander';
 
-import { withConnection } from '../connection';
-import { readJsonInput } from '../input';
-import { printOutput } from '../output';
+import { withConnection } from '#connection';
+import { readJsonInput } from '#input';
+import { printOutput } from '#output';
 
 export function registerSchedulesCommand(program: Command) {
   const schedules = program
@@ -15,10 +15,14 @@ export function registerSchedulesCommand(program: Command) {
     .description('List all schedules')
     .action(async () => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const result = await api.getSchedules();
-        printOutput(result, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const result = await api.getSchedules();
+          printOutput(result, opts.format);
+        },
+        { mutates: false },
+      );
     });
 
   schedules
@@ -28,13 +32,17 @@ export function registerSchedulesCommand(program: Command) {
     .option('--file <path>', 'Read schedule from JSON file (use - for stdin)')
     .action(async cmdOpts => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const schedule = readJsonInput(cmdOpts) as Parameters<
-          typeof api.createSchedule
-        >[0];
-        const id = await api.createSchedule(schedule);
-        printOutput({ id }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const schedule = readJsonInput(cmdOpts) as Parameters<
+            typeof api.createSchedule
+          >[0];
+          const id = await api.createSchedule(schedule);
+          printOutput({ id }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 
   schedules
@@ -45,13 +53,17 @@ export function registerSchedulesCommand(program: Command) {
     .option('--reset-next-date', 'Reset next occurrence date', false)
     .action(async (id: string, cmdOpts) => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const fields = readJsonInput(cmdOpts) as Parameters<
-          typeof api.updateSchedule
-        >[1];
-        await api.updateSchedule(id, fields, cmdOpts.resetNextDate);
-        printOutput({ success: true, id }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const fields = readJsonInput(cmdOpts) as Parameters<
+            typeof api.updateSchedule
+          >[1];
+          await api.updateSchedule(id, fields, cmdOpts.resetNextDate);
+          printOutput({ success: true, id }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 
   schedules
@@ -59,9 +71,13 @@ export function registerSchedulesCommand(program: Command) {
     .description('Delete a schedule')
     .action(async (id: string) => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        await api.deleteSchedule(id);
-        printOutput({ success: true, id }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          await api.deleteSchedule(id);
+          printOutput({ success: true, id }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 }

packages/cli/src/commands/server.ts

@@ -2,8 +2,8 @@ import * as api from '@actual-app/api';
 import { Option } from 'commander';
 import type { Command } from 'commander';
 
-import { withConnection } from '../connection';
-import { printOutput } from '../output';
+import { withConnection } from '#connection';
+import { printOutput } from '#output';
 
 export function registerServerCommand(program: Command) {
   const server = program.command('server').description('Server utilities');
@@ -19,7 +19,7 @@ export function registerServerCommand(program: Command) {
           const version = await api.getServerVersion();
           printOutput({ version }, opts.format);
         },
-        { loadBudget: false },
+        { mutates: false, skipBudget: true },
       );
     });
 
@@ -34,13 +34,17 @@ export function registerServerCommand(program: Command) {
     .requiredOption('--name <name>', 'Entity name')
     .action(async cmdOpts => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const id = await api.getIDByName(cmdOpts.type, cmdOpts.name);
-        printOutput(
-          { id, type: cmdOpts.type, name: cmdOpts.name },
-          opts.format,
-        );
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const id = await api.getIDByName(cmdOpts.type, cmdOpts.name);
+          printOutput(
+            { id, type: cmdOpts.type, name: cmdOpts.name },
+            opts.format,
+          );
+        },
+        { mutates: false },
+      );
     });
 
   server
@@ -49,12 +53,16 @@ export function registerServerCommand(program: Command) {
     .option('--account <id>', 'Specific account ID to sync')
     .action(async cmdOpts => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const args = cmdOpts.account
-          ? { accountId: cmdOpts.account }
-          : undefined;
-        await api.runBankSync(args);
-        printOutput({ success: true }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const args = cmdOpts.account
+            ? { accountId: cmdOpts.account }
+            : undefined;
+          await api.runBankSync(args);
+          printOutput({ success: true }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 }

packages/cli/src/commands/sync.test.ts

@@ -0,0 +1,124 @@
+import { existsSync, mkdtempSync, rmSync } from 'node:fs';
+import { tmpdir } from 'node:os';
+import { join } from 'node:path';
+
+import { Command } from 'commander';
+
+import { CACHE_FILE_NAME, getMetaDir, writeCacheState } from '#cache';
+import { resolveConfig } from '#config';
+
+import { registerSyncCommand } from './sync';
+
+vi.mock('@actual-app/api', () => ({
+  init: vi.fn().mockResolvedValue(undefined),
+  downloadBudget: vi.fn().mockResolvedValue(undefined),
+  loadBudget: vi.fn().mockResolvedValue(undefined),
+  sync: vi.fn().mockResolvedValue(undefined),
+  shutdown: vi.fn().mockResolvedValue(undefined),
+  getBudgets: vi
+    .fn()
+    .mockResolvedValue([{ id: 'bud-disk-1', groupId: 'sync-1' }]),
+}));
+
+vi.mock('#config', () => ({
+  resolveConfig: vi.fn(),
+}));
+
+let dataDir: string;
+
+function metaDirFor(syncId: string) {
+  return getMetaDir(dataDir, syncId);
+}
+
+function program() {
+  const p = new Command();
+  p.exitOverride();
+  p.option('--sync-id <id>');
+  p.option('--data-dir <path>');
+  p.option('--format <fmt>');
+  p.option('--verbose');
+  registerSyncCommand(p);
+  return p;
+}
+
+describe('actual sync', () => {
+  let stdoutSpy: ReturnType<typeof vi.spyOn>;
+
+  beforeEach(() => {
+    vi.clearAllMocks();
+    dataDir = mkdtempSync(join(tmpdir(), 'actual-cli-sync-'));
+    vi.mocked(resolveConfig).mockResolvedValue({
+      serverUrl: 'http://test',
+      password: 'pw',
+      dataDir,
+      syncId: 'sync-1',
+      cacheTtl: 60,
+      lockTimeout: 10,
+      refresh: false,
+      noLock: true,
+    });
+    stdoutSpy = vi
+      .spyOn(process.stdout, 'write')
+      .mockImplementation(() => true);
+  });
+
+  afterEach(() => {
+    stdoutSpy.mockRestore();
+    rmSync(dataDir, { recursive: true, force: true });
+  });
+
+  it('runs a sync and prints the syncId', async () => {
+    writeCacheState(metaDirFor('sync-1'), {
+      version: 1,
+      syncId: 'sync-1',
+      budgetId: 'bud-disk-1',
+      serverUrl: 'http://test',
+      lastSyncedAt: 0,
+      lastDownloadedAt: 0,
+    });
+    await program().parseAsync(['node', 'actual', 'sync']);
+    const out = stdoutSpy.mock.calls
+      .map((c: unknown[]) => String(c[0]))
+      .join('');
+    expect(out).toMatch(/"syncId":\s*"sync-1"/);
+  });
+
+  it('--status prints cache info without syncing', async () => {
+    writeCacheState(metaDirFor('sync-1'), {
+      version: 1,
+      syncId: 'sync-1',
+      budgetId: 'bud-disk-1',
+      serverUrl: 'http://test',
+      lastSyncedAt: Date.now() - 5000,
+      lastDownloadedAt: Date.now() - 5000,
+    });
+    await program().parseAsync(['node', 'actual', 'sync', '--status']);
+    const out = stdoutSpy.mock.calls
+      .map((c: unknown[]) => String(c[0]))
+      .join('');
+    expect(out).toMatch(/"stale":\s*(true|false)/);
+    expect(out).toMatch(/"ageSeconds":\s*\d+/);
+  });
+
+  it('--status on no prior sync reports "never synced" and exits 0', async () => {
+    await program().parseAsync(['node', 'actual', 'sync', '--status']);
+    const out = stdoutSpy.mock.calls
+      .map((c: unknown[]) => String(c[0]))
+      .join('');
+    expect(out).toMatch(/"neverSynced":\s*true/);
+  });
+
+  it('--clear removes the cache file', async () => {
+    writeCacheState(metaDirFor('sync-1'), {
+      version: 1,
+      syncId: 'sync-1',
+      budgetId: 'bud-disk-1',
+      serverUrl: 'http://test',
+      lastSyncedAt: Date.now(),
+      lastDownloadedAt: Date.now(),
+    });
+    expect(existsSync(join(metaDirFor('sync-1'), CACHE_FILE_NAME))).toBe(true);
+    await program().parseAsync(['node', 'actual', 'sync', '--clear']);
+    expect(existsSync(join(metaDirFor('sync-1'), CACHE_FILE_NAME))).toBe(false);
+  });
+});

packages/cli/src/commands/sync.ts

@@ -0,0 +1,118 @@
+import { rmSync } from 'node:fs';
+import { join } from 'node:path';
+
+import type { Command } from 'commander';
+
+import { CACHE_FILE_NAME, getMetaDir, readCacheState } from '#cache';
+import type { CliConfig } from '#config';
+import { resolveConfig } from '#config';
+import { withConnection } from '#connection';
+import { acquireExclusive } from '#lock';
+import { printOutput } from '#output';
+
+type SyncCmdOpts = {
+  status?: boolean;
+  clear?: boolean;
+};
+
+async function requireSyncIdAndMeta(
+  opts: Record<string, unknown>,
+  flag: string,
+): Promise<{ config: CliConfig; meta: string }> {
+  const config = await resolveConfig(opts);
+  if (!config.syncId) {
+    throw new Error(
+      `Sync ID is required for sync ${flag}. Set --sync-id or ACTUAL_SYNC_ID.`,
+    );
+  }
+  return { config, meta: getMetaDir(config.dataDir, config.syncId) };
+}
+
+export function registerSyncCommand(program: Command) {
+  program
+    .command('sync')
+    .description(
+      'Sync the local cached budget with the server, print cache status, or clear the cache',
+    )
+    .option('--status', 'Print cache status without syncing', false)
+    .option(
+      '--clear',
+      'Delete the local cache; next command re-downloads',
+      false,
+    )
+    .action(async (cmdOpts: SyncCmdOpts) => {
+      const opts = program.opts();
+
+      if (cmdOpts.status) {
+        const { config, meta } = await requireSyncIdAndMeta(opts, '--status');
+        const state = readCacheState(meta);
+        if (state === null) {
+          printOutput(
+            {
+              neverSynced: true,
+              syncId: config.syncId,
+              ttlSeconds: config.cacheTtl,
+            },
+            opts.format,
+          );
+          return;
+        }
+        const rawAgeSeconds = Math.round(
+          (Date.now() - state.lastSyncedAt) / 1000,
+        );
+        const ageSeconds = Math.max(0, rawAgeSeconds);
+        printOutput(
+          {
+            neverSynced: false,
+            syncId: state.syncId,
+            budgetId: state.budgetId,
+            syncedAt: new Date(state.lastSyncedAt).toISOString(),
+            lastDownloadedAt: new Date(state.lastDownloadedAt).toISOString(),
+            ageSeconds,
+            ttlSeconds: config.cacheTtl,
+            stale: rawAgeSeconds < 0 || rawAgeSeconds > config.cacheTtl,
+          },
+          opts.format,
+        );
+        return;
+      }
+
+      if (cmdOpts.clear) {
+        const { config, meta } = await requireSyncIdAndMeta(opts, '--clear');
+        // Serialize with concurrent writers so we don't rm a half-written
+        // state.json that's about to be renamed into place.
+        const release = config.noLock
+          ? null
+          : await acquireExclusive(meta, {
+              timeoutMs: config.lockTimeout * 1000,
+            });
+        try {
+          rmSync(join(meta, CACHE_FILE_NAME), { force: true });
+        } finally {
+          await release?.();
+        }
+        printOutput({ cleared: true, syncId: config.syncId }, opts.format);
+        return;
+      }
+
+      await withConnection(
+        opts,
+        async config => {
+          const state = config.syncId
+            ? readCacheState(getMetaDir(config.dataDir, config.syncId))
+            : null;
+          printOutput(
+            {
+              syncedAt: new Date(
+                state?.lastSyncedAt ?? Date.now(),
+              ).toISOString(),
+              syncId: config.syncId,
+              budgetId: state?.budgetId ?? config.syncId,
+            },
+            opts.format,
+          );
+        },
+        { mutates: true },
+      );
+    });
+}

packages/cli/src/commands/tags.ts

@@ -1,8 +1,8 @@
 import * as api from '@actual-app/api';
 import type { Command } from 'commander';
 
-import { withConnection } from '../connection';
-import { printOutput } from '../output';
+import { withConnection } from '#connection';
+import { printOutput } from '#output';
 
 export function registerTagsCommand(program: Command) {
   const tags = program.command('tags').description('Manage tags');
@@ -12,10 +12,14 @@ export function registerTagsCommand(program: Command) {
     .description('List all tags')
     .action(async () => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const result = await api.getTags();
-        printOutput(result, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const result = await api.getTags();
+          printOutput(result, opts.format);
+        },
+        { mutates: false },
+      );
     });
 
   tags
@@ -26,14 +30,18 @@ export function registerTagsCommand(program: Command) {
     .option('--description <description>', 'Tag description')
     .action(async cmdOpts => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const id = await api.createTag({
-          tag: cmdOpts.tag,
-          color: cmdOpts.color,
-          description: cmdOpts.description,
-        });
-        printOutput({ id }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const id = await api.createTag({
+            tag: cmdOpts.tag,
+            color: cmdOpts.color,
+            description: cmdOpts.description,
+          });
+          printOutput({ id }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 
   tags
@@ -55,10 +63,14 @@ export function registerTagsCommand(program: Command) {
         );
       }
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        await api.updateTag(id, fields);
-        printOutput({ success: true, id }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          await api.updateTag(id, fields);
+          printOutput({ success: true, id }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 
   tags
@@ -66,9 +78,13 @@ export function registerTagsCommand(program: Command) {
     .description('Delete a tag')
     .action(async (id: string) => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        await api.deleteTag(id);
-        printOutput({ success: true, id }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          await api.deleteTag(id);
+          printOutput({ success: true, id }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 }

packages/cli/src/commands/transactions.ts

@@ -1,9 +1,9 @@
 import * as api from '@actual-app/api';
 import type { Command } from 'commander';
 
-import { withConnection } from '../connection';
-import { readJsonInput } from '../input';
-import { printOutput } from '../output';
+import { withConnection } from '#connection';
+import { readJsonInput } from '#input';
+import { printOutput } from '#output';
 
 export function registerTransactionsCommand(program: Command) {
   const transactions = program
@@ -18,14 +18,18 @@ export function registerTransactionsCommand(program: Command) {
     .requiredOption('--end <date>', 'End date (YYYY-MM-DD)')
     .action(async cmdOpts => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const result = await api.getTransactions(
-          cmdOpts.account,
-          cmdOpts.start,
-          cmdOpts.end,
-        );
-        printOutput(result, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const result = await api.getTransactions(
+            cmdOpts.account,
+            cmdOpts.start,
+            cmdOpts.end,
+          );
+          printOutput(result, opts.format);
+        },
+        { mutates: false },
+      );
     });
 
   transactions
@@ -41,20 +45,24 @@ export function registerTransactionsCommand(program: Command) {
     .option('--run-transfers', 'Process transfers', false)
     .action(async cmdOpts => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const transactions = readJsonInput(cmdOpts) as Parameters<
-          typeof api.addTransactions
-        >[1];
-        const result = await api.addTransactions(
-          cmdOpts.account,
-          transactions,
-          {
-            learnCategories: cmdOpts.learnCategories,
-            runTransfers: cmdOpts.runTransfers,
-          },
-        );
-        printOutput(result, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const transactions = readJsonInput(cmdOpts) as Parameters<
+            typeof api.addTransactions
+          >[1];
+          const result = await api.addTransactions(
+            cmdOpts.account,
+            transactions,
+            {
+              learnCategories: cmdOpts.learnCategories,
+              runTransfers: cmdOpts.runTransfers,
+            },
+          );
+          printOutput(result, opts.format);
+        },
+        { mutates: true },
+      );
     });
 
   transactions
@@ -69,20 +77,24 @@ export function registerTransactionsCommand(program: Command) {
     .option('--dry-run', 'Preview without importing', false)
     .action(async cmdOpts => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const transactions = readJsonInput(cmdOpts) as Parameters<
-          typeof api.importTransactions
-        >[1];
-        const result = await api.importTransactions(
-          cmdOpts.account,
-          transactions,
-          {
-            defaultCleared: true,
-            dryRun: cmdOpts.dryRun,
-          },
-        );
-        printOutput(result, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const transactions = readJsonInput(cmdOpts) as Parameters<
+            typeof api.importTransactions
+          >[1];
+          const result = await api.importTransactions(
+            cmdOpts.account,
+            transactions,
+            {
+              defaultCleared: true,
+              dryRun: cmdOpts.dryRun,
+            },
+          );
+          printOutput(result, opts.format);
+        },
+        { mutates: true },
+      );
     });
 
   transactions
@@ -92,13 +104,17 @@ export function registerTransactionsCommand(program: Command) {
     .option('--file <path>', 'Read fields from JSON file (use - for stdin)')
     .action(async (id: string, cmdOpts) => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        const fields = readJsonInput(cmdOpts) as Parameters<
-          typeof api.updateTransaction
-        >[1];
-        await api.updateTransaction(id, fields);
-        printOutput({ success: true, id }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          const fields = readJsonInput(cmdOpts) as Parameters<
+            typeof api.updateTransaction
+          >[1];
+          await api.updateTransaction(id, fields);
+          printOutput({ success: true, id }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 
   transactions
@@ -106,9 +122,13 @@ export function registerTransactionsCommand(program: Command) {
     .description('Delete a transaction')
     .action(async (id: string) => {
       const opts = program.opts();
-      await withConnection(opts, async () => {
-        await api.deleteTransaction(id);
-        printOutput({ success: true, id }, opts.format);
-      });
+      await withConnection(
+        opts,
+        async () => {
+          await api.deleteTransaction(id);
+          printOutput({ success: true, id }, opts.format);
+        },
+        { mutates: true },
+      );
     });
 }

packages/cli/src/config.test.ts

@@ -28,6 +28,9 @@ describe('resolveConfig', () => {
     'ACTUAL_SYNC_ID',
     'ACTUAL_DATA_DIR',
     'ACTUAL_ENCRYPTION_PASSWORD',
+    'ACTUAL_CACHE_TTL',
+    'ACTUAL_LOCK_TIMEOUT',
+    'ACTUAL_NO_LOCK',
   ];
 
   beforeEach(() => {
@@ -159,6 +162,125 @@ describe('resolveConfig', () => {
     });
   });
 
+  describe('cache options', () => {
+    beforeEach(() => {
+      process.env.ACTUAL_SERVER_URL = 'http://test';
+      process.env.ACTUAL_PASSWORD = 'pw';
+    });
+
+    it('defaults cacheTtl to 60 seconds', async () => {
+      const config = await resolveConfig({});
+      expect(config.cacheTtl).toBe(60);
+    });
+
+    it('reads cacheTtl from env', async () => {
+      process.env.ACTUAL_CACHE_TTL = '300';
+      const config = await resolveConfig({});
+      expect(config.cacheTtl).toBe(300);
+    });
+
+    it('prefers cacheTtl from CLI flag', async () => {
+      process.env.ACTUAL_CACHE_TTL = '300';
+      const config = await resolveConfig({ cacheTtl: 10 });
+      expect(config.cacheTtl).toBe(10);
+    });
+
+    it('rejects negative cacheTtl', async () => {
+      await expect(resolveConfig({ cacheTtl: -1 })).rejects.toThrow(/cacheTtl/);
+    });
+
+    it('rejects non-integer cacheTtl from env', async () => {
+      process.env.ACTUAL_CACHE_TTL = 'banana';
+      await expect(resolveConfig({})).rejects.toThrow(/ACTUAL_CACHE_TTL/);
+    });
+
+    it('defaults lockTimeout to 10 seconds', async () => {
+      const config = await resolveConfig({});
+      expect(config.lockTimeout).toBe(10);
+    });
+
+    it('reads lockTimeout from env', async () => {
+      process.env.ACTUAL_LOCK_TIMEOUT = '30';
+      const config = await resolveConfig({});
+      expect(config.lockTimeout).toBe(30);
+    });
+
+    it('defaults refresh to false', async () => {
+      const config = await resolveConfig({});
+      expect(config.refresh).toBe(false);
+    });
+
+    it('sets refresh when provided on CLI opts', async () => {
+      const config = await resolveConfig({ refresh: true });
+      expect(config.refresh).toBe(true);
+    });
+
+    it('sets refresh when --no-cache is passed (cliOpts.cache === false)', async () => {
+      const config = await resolveConfig({ cache: false });
+      expect(config.refresh).toBe(true);
+    });
+
+    it('does not set refresh when cliOpts.cache is true (flag absent)', async () => {
+      const config = await resolveConfig({ cache: true });
+      expect(config.refresh).toBe(false);
+    });
+
+    it('defaults noLock to false', async () => {
+      const config = await resolveConfig({});
+      expect(config.noLock).toBe(false);
+    });
+
+    it('sets noLock when --no-lock is passed (cliOpts.lock === false)', async () => {
+      const config = await resolveConfig({ lock: false });
+      expect(config.noLock).toBe(true);
+    });
+
+    it('leaves noLock false when cliOpts.lock is true (flag absent)', async () => {
+      const config = await resolveConfig({ lock: true });
+      expect(config.noLock).toBe(false);
+    });
+
+    it('parses ACTUAL_NO_LOCK=1 as true', async () => {
+      process.env.ACTUAL_NO_LOCK = '1';
+      const config = await resolveConfig({});
+      expect(config.noLock).toBe(true);
+    });
+
+    it('parses ACTUAL_NO_LOCK=true as true', async () => {
+      process.env.ACTUAL_NO_LOCK = 'true';
+      const config = await resolveConfig({});
+      expect(config.noLock).toBe(true);
+    });
+
+    it('throws on an invalid ACTUAL_NO_LOCK value', async () => {
+      process.env.ACTUAL_NO_LOCK = 'yes';
+      await expect(resolveConfig({})).rejects.toThrow(/ACTUAL_NO_LOCK/);
+    });
+
+    it('reads cacheTtl/lockTimeout/noLock from config file', async () => {
+      mockConfigFile({
+        serverUrl: 'http://file',
+        password: 'pw',
+        cacheTtl: 120,
+        lockTimeout: 5,
+        noLock: true,
+      });
+      const config = await resolveConfig({});
+      expect(config.cacheTtl).toBe(120);
+      expect(config.lockTimeout).toBe(5);
+      expect(config.noLock).toBe(true);
+    });
+
+    it('rejects non-number cacheTtl in config file', async () => {
+      mockConfigFile({
+        serverUrl: 'http://file',
+        password: 'pw',
+        cacheTtl: 'soon',
+      });
+      await expect(resolveConfig({})).rejects.toThrow(/cacheTtl/);
+    });
+  });
+
   describe('cosmiconfig handling', () => {
     it('handles null result (no config file found)', async () => {
       mockConfigFile(null);

packages/cli/src/config.ts

@@ -3,6 +3,8 @@ import { join } from 'path';
 
 import { cosmiconfig } from 'cosmiconfig';
 
+import { isRecord, parseBoolEnv, parseNonNegativeIntFlag } from './utils';
+
 export type CliConfig = {
   serverUrl: string;
   password?: string;
@@ -10,6 +12,10 @@ export type CliConfig = {
   syncId?: string;
   dataDir: string;
   encryptionPassword?: string;
+  cacheTtl: number;
+  lockTimeout: number;
+  refresh: boolean;
+  noLock: boolean;
 };
 
 export type CliGlobalOpts = {
@@ -19,10 +25,29 @@ export type CliGlobalOpts = {
   syncId?: string;
   dataDir?: string;
   encryptionPassword?: string;
+  cacheTtl?: number;
+  lockTimeout?: number;
+  refresh?: boolean;
+  // Commander stores --no-foo flags under the positive key. Default true,
+  // false when the flag is passed.
+  cache?: boolean;
+  lock?: boolean;
   format?: 'json' | 'table' | 'csv';
   verbose?: boolean;
 };
 
+const stringKeys = [
+  'serverUrl',
+  'password',
+  'sessionToken',
+  'syncId',
+  'dataDir',
+  'encryptionPassword',
+] as const;
+
+const numberKeys = ['cacheTtl', 'lockTimeout'] as const;
+const booleanKeys = ['noLock'] as const;
+
 type ConfigFileContent = {
   serverUrl?: string;
   password?: string;
@@ -30,21 +55,17 @@ type ConfigFileContent = {
   syncId?: string;
   dataDir?: string;
   encryptionPassword?: string;
+  cacheTtl?: number;
+  lockTimeout?: number;
+  noLock?: boolean;
 };
 
 const configFileKeys: readonly string[] = [
-  'serverUrl',
-  'password',
-  'sessionToken',
-  'syncId',
-  'dataDir',
-  'encryptionPassword',
+  ...stringKeys,
+  ...numberKeys,
+  ...booleanKeys,
 ];
 
-function isRecord(value: unknown): value is Record<string, unknown> {
-  return typeof value === 'object' && value !== null && !Array.isArray(value);
-}
-
 function validateConfigFileContent(value: unknown): ConfigFileContent {
   if (!isRecord(value)) {
     throw new Error(
@@ -56,9 +77,30 @@ function validateConfigFileContent(value: unknown): ConfigFileContent {
     if (!configFileKeys.includes(key)) {
       throw new Error(`Invalid config file: unknown key "${key}"`);
     }
-    if (value[key] !== undefined && typeof value[key] !== 'string') {
+    const v = value[key];
+    if (v === undefined) continue;
+    if (
+      (stringKeys as readonly string[]).includes(key) &&
+      typeof v !== 'string'
+    ) {
       throw new Error(
-        `Invalid config file: key "${key}" must be a string, got ${typeof value[key]}`,
+        `Invalid config file: key "${key}" must be a string, got ${typeof v}`,
+      );
+    }
+    if (
+      (numberKeys as readonly string[]).includes(key) &&
+      (typeof v !== 'number' || !Number.isInteger(v) || v < 0)
+    ) {
+      throw new Error(
+        `Invalid config file: key "${key}" must be a non-negative integer`,
+      );
+    }
+    if (
+      (booleanKeys as readonly string[]).includes(key) &&
+      typeof v !== 'boolean'
+    ) {
+      throw new Error(
+        `Invalid config file: key "${key}" must be a boolean, got ${typeof v}`,
       );
     }
   }
@@ -85,6 +127,22 @@ async function loadConfigFile(): Promise<ConfigFileContent> {
   return {};
 }
 
+function parseNonNegativeIntEnv(
+  raw: string | undefined,
+  source: string,
+): number | undefined {
+  return raw === undefined ? undefined : parseNonNegativeIntFlag(raw, source);
+}
+
+function validateNonNegativeInt(value: number, name: string): number {
+  if (!Number.isInteger(value) || value < 0) {
+    throw new Error(
+      `Invalid ${name}: expected a non-negative integer, got ${value}`,
+    );
+  }
+  return value;
+}
+
 export async function resolveConfig(
   cliOpts: CliGlobalOpts,
 ): Promise<CliConfig> {
@@ -130,6 +188,37 @@ export async function resolveConfig(
     );
   }
 
+  const cacheTtl = validateNonNegativeInt(
+    cliOpts.cacheTtl ??
+      parseNonNegativeIntEnv(
+        process.env.ACTUAL_CACHE_TTL,
+        'ACTUAL_CACHE_TTL',
+      ) ??
+      fileConfig.cacheTtl ??
+      60,
+    'cacheTtl',
+  );
+
+  const lockTimeout = validateNonNegativeInt(
+    cliOpts.lockTimeout ??
+      parseNonNegativeIntEnv(
+        process.env.ACTUAL_LOCK_TIMEOUT,
+        'ACTUAL_LOCK_TIMEOUT',
+      ) ??
+      fileConfig.lockTimeout ??
+      10,
+    'lockTimeout',
+  );
+
+  const refresh = (cliOpts.refresh ?? false) || cliOpts.cache === false;
+
+  const flagNoLock = cliOpts.lock === false ? true : undefined;
+  const noLock =
+    flagNoLock ??
+    parseBoolEnv(process.env.ACTUAL_NO_LOCK, 'ACTUAL_NO_LOCK') ??
+    fileConfig.noLock ??
+    false;
+
   return {
     serverUrl,
     password,
@@ -137,5 +226,9 @@ export async function resolveConfig(
     syncId,
     dataDir,
     encryptionPassword,
+    cacheTtl,
+    lockTimeout,
+    refresh,
+    noLock,
   };
 }

packages/cli/src/connection.test.ts

@@ -1,24 +1,44 @@
+import { mkdtempSync, rmSync } from 'node:fs';
+import { tmpdir } from 'node:os';
+import { join } from 'node:path';
+
 import * as api from '@actual-app/api';
 
+import { getMetaDir, writeCacheState } from './cache';
 import { resolveConfig } from './config';
 import { withConnection } from './connection';
 
 vi.mock('@actual-app/api', () => ({
   init: vi.fn().mockResolvedValue(undefined),
   downloadBudget: vi.fn().mockResolvedValue(undefined),
+  loadBudget: vi.fn().mockResolvedValue(undefined),
+  sync: vi.fn().mockResolvedValue(undefined),
   shutdown: vi.fn().mockResolvedValue(undefined),
+  getBudgets: vi
+    .fn()
+    .mockResolvedValue([{ id: 'bud-disk-1', groupId: 'sync-1' }]),
 }));
 
 vi.mock('./config', () => ({
   resolveConfig: vi.fn(),
 }));
 
+let dataDir: string;
+
+function metaDirFor(syncId: string) {
+  return getMetaDir(dataDir, syncId);
+}
+
 function setConfig(overrides: Record<string, unknown> = {}) {
   vi.mocked(resolveConfig).mockResolvedValue({
     serverUrl: 'http://test',
     password: 'pw',
-    dataDir: '/tmp/data',
-    syncId: 'budget-1',
+    dataDir,
+    syncId: 'sync-1',
+    cacheTtl: 60,
+    lockTimeout: 10,
+    refresh: false,
+    noLock: true,
     ...overrides,
   });
 }
@@ -31,104 +51,182 @@ describe('withConnection', () => {
     stderrSpy = vi
       .spyOn(process.stderr, 'write')
       .mockImplementation(() => true);
+    dataDir = mkdtempSync(join(tmpdir(), 'actual-cli-conn-'));
     setConfig();
   });
 
   afterEach(() => {
     stderrSpy.mockRestore();
+    rmSync(dataDir, { recursive: true, force: true });
   });
 
   it('calls api.init with password when no sessionToken', async () => {
-    setConfig({ password: 'pw', sessionToken: undefined });
-
-    await withConnection({}, async () => 'ok');
-
+    await withConnection({}, async () => 'ok', { mutates: false });
     expect(api.init).toHaveBeenCalledWith({
       serverURL: 'http://test',
       password: 'pw',
-      dataDir: '/tmp/data',
+      dataDir,
       verbose: undefined,
     });
   });
 
   it('calls api.init with sessionToken when present', async () => {
     setConfig({ sessionToken: 'tok', password: undefined });
-
-    await withConnection({}, async () => 'ok');
-
+    await withConnection({}, async () => 'ok', { mutates: false });
     expect(api.init).toHaveBeenCalledWith({
       serverURL: 'http://test',
       sessionToken: 'tok',
-      dataDir: '/tmp/data',
+      dataDir,
       verbose: undefined,
     });
   });
 
-  it('calls api.downloadBudget when syncId is set', async () => {
-    setConfig({ syncId: 'budget-1' });
-
-    await withConnection({}, async () => 'ok');
-
-    expect(api.downloadBudget).toHaveBeenCalledWith('budget-1', {
+  it('first run: calls downloadBudget and writes cache state', async () => {
+    await withConnection({}, async () => 'ok', { mutates: false });
+    expect(api.downloadBudget).toHaveBeenCalledWith('sync-1', {
       password: undefined,
     });
+    expect(api.sync).not.toHaveBeenCalled();
   });
 
-  it('throws when loadBudget is true but syncId is not set', async () => {
-    setConfig({ syncId: undefined });
-
-    await expect(withConnection({}, async () => 'ok')).rejects.toThrow(
-      'Sync ID is required',
-    );
-  });
-
-  it('skips budget download when loadBudget is false and syncId is not set', async () => {
-    setConfig({ syncId: undefined });
-
-    await withConnection({}, async () => 'ok', { loadBudget: false });
-
+  it('skips sync on a read inside the TTL', async () => {
+    writeCacheState(metaDirFor('sync-1'), {
+      version: 1,
+      syncId: 'sync-1',
+      budgetId: 'bud-disk-1',
+      serverUrl: 'http://test',
+      lastSyncedAt: Date.now(),
+      lastDownloadedAt: Date.now(),
+    });
+    await withConnection({}, async () => 'ok', { mutates: false });
+    expect(api.loadBudget).toHaveBeenCalledWith('bud-disk-1');
+    expect(api.sync).not.toHaveBeenCalled();
     expect(api.downloadBudget).not.toHaveBeenCalled();
   });
 
-  it('does not call api.downloadBudget when loadBudget is false', async () => {
-    setConfig({ syncId: 'budget-1' });
-
-    await withConnection({}, async () => 'ok', { loadBudget: false });
-
-    expect(api.downloadBudget).not.toHaveBeenCalled();
+  it('syncs on a read past the TTL', async () => {
+    writeCacheState(metaDirFor('sync-1'), {
+      version: 1,
+      syncId: 'sync-1',
+      budgetId: 'bud-disk-1',
+      serverUrl: 'http://test',
+      lastSyncedAt: Date.now() - 10 * 60_000,
+      lastDownloadedAt: Date.now() - 10 * 60_000,
+    });
+    await withConnection({}, async () => 'ok', { mutates: false });
+    expect(api.loadBudget).toHaveBeenCalled();
+    expect(api.sync).toHaveBeenCalledTimes(1);
   });
 
-  it('returns callback result', async () => {
-    const result = await withConnection({}, async () => 42);
+  it('write command syncs before and after the callback, even when fresh', async () => {
+    writeCacheState(metaDirFor('sync-1'), {
+      version: 1,
+      syncId: 'sync-1',
+      budgetId: 'bud-disk-1',
+      serverUrl: 'http://test',
+      lastSyncedAt: Date.now(),
+      lastDownloadedAt: Date.now(),
+    });
+    await withConnection({}, async () => 'ok', { mutates: true });
+    expect(api.loadBudget).toHaveBeenCalled();
+    expect(api.sync).toHaveBeenCalledTimes(2);
+  });
+
+  it('--refresh forces a sync on a read inside the TTL', async () => {
+    setConfig({ refresh: true });
+    writeCacheState(metaDirFor('sync-1'), {
+      version: 1,
+      syncId: 'sync-1',
+      budgetId: 'bud-disk-1',
+      serverUrl: 'http://test',
+      lastSyncedAt: Date.now(),
+      lastDownloadedAt: Date.now(),
+    });
+    await withConnection({}, async () => 'ok', { mutates: false });
+    expect(api.sync).toHaveBeenCalledTimes(1);
+  });
+
+  it('encrypted budget forces a sync on a read inside the TTL', async () => {
+    setConfig({ encryptionPassword: 'secret' });
+    writeCacheState(metaDirFor('sync-1'), {
+      version: 1,
+      syncId: 'sync-1',
+      budgetId: 'bud-disk-1',
+      serverUrl: 'http://test',
+      lastSyncedAt: Date.now(),
+      lastDownloadedAt: Date.now(),
+    });
+    await withConnection({}, async () => 'ok', { mutates: false });
+    expect(api.sync).toHaveBeenCalledTimes(1);
+  });
+
+  it('invalidates cache when syncId changes', async () => {
+    writeCacheState(metaDirFor('sync-1'), {
+      version: 1,
+      syncId: 'OTHER',
+      budgetId: 'bud-disk-1',
+      serverUrl: 'http://test',
+      lastSyncedAt: Date.now(),
+      lastDownloadedAt: Date.now(),
+    });
+    await withConnection({}, async () => 'ok', { mutates: false });
+    expect(api.downloadBudget).toHaveBeenCalled();
+  });
+
+  it('skips budget work when skipBudget is true', async () => {
+    await withConnection({}, async () => 'ok', {
+      mutates: false,
+      skipBudget: true,
+    });
+    expect(api.downloadBudget).not.toHaveBeenCalled();
+    expect(api.loadBudget).not.toHaveBeenCalled();
+    expect(api.sync).not.toHaveBeenCalled();
+  });
+
+  it('throws when syncId is missing and skipBudget is false', async () => {
+    setConfig({ syncId: undefined });
+    await expect(
+      withConnection({}, async () => 'ok', { mutates: false }),
+    ).rejects.toThrow('Sync ID is required');
+  });
+
+  it('returns the callback result', async () => {
+    const result = await withConnection({}, async () => 42, {
+      mutates: false,
+    });
     expect(result).toBe(42);
   });
 
-  it('calls api.shutdown in finally block on success', async () => {
-    await withConnection({}, async () => 'ok');
+  it('calls api.shutdown on success', async () => {
+    await withConnection({}, async () => 'ok', { mutates: false });
     expect(api.shutdown).toHaveBeenCalled();
   });
 
-  it('calls api.shutdown in finally block on error', async () => {
+  it('calls api.shutdown on error', async () => {
     await expect(
-      withConnection({}, async () => {
-        throw new Error('boom');
-      }),
+      withConnection(
+        {},
+        async () => {
+          throw new Error('boom');
+        },
+        { mutates: false },
+      ),
     ).rejects.toThrow('boom');
-
     expect(api.shutdown).toHaveBeenCalled();
   });
 
-  it('does not write to stderr by default', async () => {
-    await withConnection({}, async () => 'ok');
-
-    expect(stderrSpy).not.toHaveBeenCalled();
-  });
-
-  it('writes info to stderr when verbose', async () => {
-    await withConnection({ verbose: true }, async () => 'ok');
-
-    expect(stderrSpy).toHaveBeenCalledWith(
-      expect.stringContaining('Connecting to'),
-    );
+  it('propagates sync errors on a stale read', async () => {
+    writeCacheState(metaDirFor('sync-1'), {
+      version: 1,
+      syncId: 'sync-1',
+      budgetId: 'bud-disk-1',
+      serverUrl: 'http://test',
+      lastSyncedAt: Date.now() - 10 * 60_000,
+      lastDownloadedAt: Date.now() - 10 * 60_000,
+    });
+    vi.mocked(api.sync).mockRejectedValueOnce(new Error('network'));
+    await expect(
+      withConnection({}, async () => 'ok', { mutates: false }),
+    ).rejects.toThrow('network');
   });
 });

packages/cli/src/connection.ts

@@ -1,30 +1,49 @@
-import { mkdirSync } from 'fs';
-
 import * as api from '@actual-app/api';
 
+import type { CacheState } from './cache';
+import {
+  CACHE_VERSION,
+  decideSyncAction,
+  getMetaDir,
+  readCacheState,
+  writeCacheState,
+} from './cache';
+import type { CliConfig, CliGlobalOpts } from './config';
 import { resolveConfig } from './config';
-import type { CliGlobalOpts } from './config';
-
-function info(message: string, verbose?: boolean) {
-  if (verbose) {
-    process.stderr.write(message + '\n');
-  }
-}
+import { acquireExclusive, acquireShared } from './lock';
+import type { Release } from './lock';
 
 type ConnectionOptions = {
-  loadBudget?: boolean;
+  mutates: boolean;
+  skipBudget?: boolean;
 };
 
+function info(message: string, verbose?: boolean) {
+  if (verbose) process.stderr.write(message + '\n');
+}
+
+async function resolveBudgetIdForSyncId(syncId: string): Promise<string> {
+  const budgets = await api.getBudgets();
+  const match = budgets.find(
+    b =>
+      typeof b.id === 'string' &&
+      (b.groupId === syncId || b.cloudFileId === syncId),
+  );
+  if (!match?.id) {
+    throw new Error(
+      `Could not resolve on-disk budget id for syncId ${syncId} after download.`,
+    );
+  }
+  return match.id;
+}
+
 export async function withConnection<T>(
   globalOpts: CliGlobalOpts,
-  fn: () => Promise<T>,
-  options: ConnectionOptions = {},
+  fn: (config: CliConfig) => Promise<T>,
+  { mutates, skipBudget = false }: ConnectionOptions,
 ): Promise<T> {
-  const { loadBudget = true } = options;
   const config = await resolveConfig(globalOpts);
 
-  mkdirSync(config.dataDir, { recursive: true });
-
   info(`Connecting to ${config.serverUrl}...`, globalOpts.verbose);
 
   if (config.sessionToken) {
@@ -48,17 +67,87 @@ export async function withConnection<T>(
   }
 
   try {
-    if (loadBudget && config.syncId) {
-      info(`Downloading budget ${config.syncId}...`, globalOpts.verbose);
-      await api.downloadBudget(config.syncId, {
-        password: config.encryptionPassword,
-      });
-    } else if (loadBudget && !config.syncId) {
+    if (skipBudget) return await fn(config);
+    if (!config.syncId) {
       throw new Error(
         'Sync ID is required for this command. Set --sync-id or ACTUAL_SYNC_ID.',
       );
     }
-    return await fn();
+
+    const meta = getMetaDir(config.dataDir, config.syncId);
+    let release: Release | null = null;
+    if (!config.noLock) {
+      release = mutates
+        ? await acquireExclusive(meta, {
+            timeoutMs: config.lockTimeout * 1000,
+          })
+        : await acquireShared(meta, {
+            timeoutMs: config.lockTimeout * 1000,
+          });
+    }
+
+    try {
+      const cachedState = readCacheState(meta);
+      const decision = decideSyncAction({
+        state: cachedState,
+        config: { syncId: config.syncId, serverUrl: config.serverUrl },
+        now: Date.now(),
+        ttlMs: config.cacheTtl * 1000,
+        mutates,
+        refresh: config.refresh,
+        encrypted: Boolean(config.encryptionPassword),
+      });
+
+      let state: CacheState;
+      if (decision.action === 'download') {
+        info(
+          cachedState === null
+            ? `Downloading budget ${config.syncId} for the first time...`
+            : `Re-downloading budget ${config.syncId} (cache invalidated)...`,
+          globalOpts.verbose,
+        );
+        await api.downloadBudget(config.syncId, {
+          password: config.encryptionPassword,
+        });
+        const budgetId = await resolveBudgetIdForSyncId(config.syncId);
+        const now = Date.now();
+        state = {
+          version: CACHE_VERSION,
+          syncId: config.syncId,
+          budgetId,
+          serverUrl: config.serverUrl,
+          lastSyncedAt: now,
+          lastDownloadedAt: now,
+        };
+        writeCacheState(meta, state);
+      } else if (decision.action === 'skip') {
+        const age = Math.round(
+          (Date.now() - decision.state.lastSyncedAt) / 1000,
+        );
+        info(`Using cached budget (synced ${age}s ago)...`, globalOpts.verbose);
+        await api.loadBudget(decision.state.budgetId);
+        state = decision.state;
+      } else {
+        info(`Syncing budget ${config.syncId}...`, globalOpts.verbose);
+        await api.loadBudget(decision.state.budgetId);
+        await api.sync();
+        state = { ...decision.state, lastSyncedAt: Date.now() };
+        writeCacheState(meta, state);
+      }
+
+      const result = await fn(config);
+
+      if (mutates) {
+        info(`Pushing changes for ${config.syncId}...`, globalOpts.verbose);
+        await api.sync();
+        state = { ...state, lastSyncedAt: Date.now() };
+        writeCacheState(meta, state);
+      }
+
+      return result;
+    } finally {
+      if (release) await release();
+    }
   } finally {
     await api.shutdown();
   }

packages/cli/src/index.ts

@@ -9,8 +9,10 @@ import { registerQueryCommand } from './commands/query';
 import { registerRulesCommand } from './commands/rules';
 import { registerSchedulesCommand } from './commands/schedules';
 import { registerServerCommand } from './commands/server';
+import { registerSyncCommand } from './commands/sync';
 import { registerTagsCommand } from './commands/tags';
 import { registerTransactionsCommand } from './commands/transactions';
+import { parseNonNegativeIntFlag } from './utils';
 
 declare const __CLI_VERSION__: string;
 
@@ -32,6 +34,22 @@ program
     '--encryption-password <password>',
     'E2E encryption password (env: ACTUAL_ENCRYPTION_PASSWORD)',
   )
+  .option(
+    '--cache-ttl <seconds>',
+    'Cache TTL in seconds (env: ACTUAL_CACHE_TTL; default: 60)',
+    value => parseNonNegativeIntFlag(value, '--cache-ttl'),
+  )
+  .option('--refresh', 'Force a sync on this call, ignoring the cache', false)
+  .option('--no-cache', 'Alias for --refresh')
+  .option(
+    '--lock-timeout <seconds>',
+    'How long to wait for another CLI process to release the lock (env: ACTUAL_LOCK_TIMEOUT; default: 10)',
+    value => parseNonNegativeIntFlag(value, '--lock-timeout'),
+  )
+  .option(
+    '--no-lock',
+    'Disable the budget directory lock (use with care, env: ACTUAL_NO_LOCK)',
+  )
   .addOption(
     new Option('--format <format>', 'Output format: json, table, csv')
       .choices(['json', 'table', 'csv'] as const)
@@ -50,6 +68,7 @@ registerRulesCommand(program);
 registerSchedulesCommand(program);
 registerQueryCommand(program);
 registerServerCommand(program);
+registerSyncCommand(program);
 
 function normalizeThrownMessage(err: unknown): string {
   if (err instanceof Error) return err.message;

packages/cli/src/lock.test.ts

@@ -0,0 +1,159 @@
+import {
+  existsSync,
+  mkdirSync,
+  mkdtempSync,
+  readdirSync,
+  rmSync,
+  writeFileSync,
+} from 'node:fs';
+import { tmpdir } from 'node:os';
+import { join } from 'node:path';
+
+import { acquireExclusive, acquireShared } from './lock';
+
+// In-memory stand-in for proper-lockfile. The real library spins up a
+// setTimeout loop to refresh lockfile mtimes; on some CI filesystems that
+// timer keeps Node's event loop alive even after tests complete, wedging the
+// test run. The mock behaves identically from our wrapper's perspective
+// (acquire, detect contention with ELOCKED, release) without touching the
+// filesystem or scheduling timers.
+const mockHeld = new Set<string>();
+
+vi.mock('proper-lockfile', () => ({
+  default: {
+    lock: vi.fn(
+      async (
+        file: string,
+        opts?: { lockfilePath?: string },
+      ): Promise<() => Promise<void>> => {
+        const key = opts?.lockfilePath ?? file;
+        if (mockHeld.has(key)) {
+          const err = new Error('Lock is already held') as Error & {
+            code?: string;
+          };
+          err.code = 'ELOCKED';
+          throw err;
+        }
+        mockHeld.add(key);
+        return async () => {
+          mockHeld.delete(key);
+        };
+      },
+    ),
+  },
+}));
+
+describe('acquireExclusive', () => {
+  let dir: string;
+
+  beforeEach(() => {
+    mockHeld.clear();
+    dir = mkdtempSync(join(tmpdir(), 'actual-cli-lock-'));
+  });
+
+  afterEach(() => {
+    rmSync(dir, { recursive: true, force: true });
+  });
+
+  it('creates the directory if it does not exist', async () => {
+    const target = join(dir, 'nested', 'budget');
+    const release = await acquireExclusive(target, { timeoutMs: 1000 });
+    expect(existsSync(target)).toBe(true);
+    await release();
+  });
+
+  it('returns a release function that frees the lock', async () => {
+    const release1 = await acquireExclusive(dir, { timeoutMs: 1000 });
+    await release1();
+    const release2 = await acquireExclusive(dir, { timeoutMs: 1000 });
+    await release2();
+  });
+
+  it('rejects with a user-friendly error when another holder has the lock', async () => {
+    const release = await acquireExclusive(dir, { timeoutMs: 1000 });
+    await expect(acquireExclusive(dir, { timeoutMs: 100 })).rejects.toThrow(
+      /holding the budget/,
+    );
+    await release();
+  });
+});
+
+describe('acquireShared', () => {
+  let dir: string;
+
+  beforeEach(() => {
+    mockHeld.clear();
+    dir = mkdtempSync(join(tmpdir(), 'actual-cli-lock-'));
+  });
+
+  afterEach(() => {
+    rmSync(dir, { recursive: true, force: true });
+  });
+
+  it('allows multiple concurrent shared holders', async () => {
+    const r1 = await acquireShared(dir, { timeoutMs: 1000 });
+    const r2 = await acquireShared(dir, { timeoutMs: 1000 });
+    const readers = readdirSync(join(dir, 'readers'));
+    expect(readers).toHaveLength(2);
+    await r1();
+    await r2();
+  });
+
+  it('removes the reader marker on release', async () => {
+    const release = await acquireShared(dir, { timeoutMs: 1000 });
+    await release();
+    const readers = readdirSync(join(dir, 'readers'));
+    expect(readers).toHaveLength(0);
+  });
+
+  it('rejects when an exclusive lock is held', async () => {
+    const releaseExclusive = await acquireExclusive(dir, { timeoutMs: 1000 });
+    await expect(acquireShared(dir, { timeoutMs: 100 })).rejects.toThrow(
+      /holding the budget/,
+    );
+    await releaseExclusive();
+  });
+
+  it('sweeps stale reader markers whose PIDs no longer exist', async () => {
+    const readersDir = join(dir, 'readers');
+    mkdirSync(readersDir, { recursive: true });
+    writeFileSync(join(readersDir, '-1-abc'), '');
+
+    const release = await acquireExclusive(dir, { timeoutMs: 1000 });
+    expect(readdirSync(readersDir)).toHaveLength(0);
+    await release();
+  });
+});
+
+describe('writer-reader interaction', () => {
+  let dir: string;
+
+  beforeEach(() => {
+    mockHeld.clear();
+    dir = mkdtempSync(join(tmpdir(), 'actual-cli-lock-'));
+  });
+
+  afterEach(() => {
+    rmSync(dir, { recursive: true, force: true });
+  });
+
+  it('exclusive waits for active shared holders to release', async () => {
+    const readerRelease = await acquireShared(dir, { timeoutMs: 500 });
+
+    let writerAcquired = false;
+    const writerPromise = acquireExclusive(dir, { timeoutMs: 1000 }).then(
+      release => {
+        writerAcquired = true;
+        return release;
+      },
+    );
+
+    await new Promise(resolve => setTimeout(resolve, 150));
+    expect(writerAcquired).toBe(false);
+
+    await readerRelease();
+    const writerRelease = await writerPromise;
+    expect(writerAcquired).toBe(true);
+    await writerRelease();
+  });
+});

packages/cli/src/lock.ts

@@ -0,0 +1,149 @@
+import { randomBytes } from 'node:crypto';
+import { mkdirSync, readdirSync, rmSync, writeFileSync } from 'node:fs';
+import { join } from 'node:path';
+
+import lockfile from 'proper-lockfile';
+
+export type Release = () => Promise<void>;
+
+export type AcquireOptions = {
+  timeoutMs: number;
+};
+
+const LOCKFILE_NAME = 'lock';
+const READERS_DIR_NAME = 'readers';
+const READER_POLL_INTERVAL_MS = 100;
+
+function lockfilePath(dir: string): string {
+  return join(dir, LOCKFILE_NAME);
+}
+
+function readersDir(dir: string): string {
+  return join(dir, READERS_DIR_NAME);
+}
+
+function ensureDir(dir: string) {
+  mkdirSync(dir, { recursive: true });
+}
+
+function retriesForTimeout(timeoutMs: number) {
+  return {
+    retries: Math.max(1, Math.floor(timeoutMs / 200)),
+    minTimeout: 100,
+    maxTimeout: 500,
+    factor: 1.5,
+  };
+}
+
+function errorCode(err: unknown): string | undefined {
+  if (err instanceof Error && 'code' in err) {
+    const { code } = err as { code?: unknown };
+    if (typeof code === 'string') return code;
+  }
+  return undefined;
+}
+
+function isLockedError(err: unknown): boolean {
+  return errorCode(err) === 'ELOCKED';
+}
+
+function lockedMessage(timeoutMs: number): string {
+  return `Another CLI process is holding the budget (waited ${Math.round(
+    timeoutMs / 1000,
+  )}s). Retry, or use a different --data-dir.`;
+}
+
+function pidIsAlive(pid: number): boolean {
+  if (pid <= 0) return false;
+  try {
+    process.kill(pid, 0);
+    return true;
+  } catch (err) {
+    return errorCode(err) === 'EPERM';
+  }
+}
+
+function readReaderNames(readers: string): string[] {
+  try {
+    return readdirSync(readers);
+  } catch (err) {
+    if (errorCode(err) === 'ENOENT') return [];
+    throw err;
+  }
+}
+
+function sweepStaleReaders(dir: string) {
+  const readers = readersDir(dir);
+  for (const name of readReaderNames(readers)) {
+    const pid = Number(name.split('-')[0]);
+    if (!Number.isFinite(pid) || !pidIsAlive(pid)) {
+      rmSync(join(readers, name), { force: true });
+    }
+  }
+}
+
+async function waitForReadersEmpty(dir: string, timeoutMs: number) {
+  const readers = readersDir(dir);
+  const deadline = Date.now() + timeoutMs;
+  while (Date.now() < deadline) {
+    sweepStaleReaders(dir);
+    if (readReaderNames(readers).length === 0) return;
+    await new Promise(resolve => setTimeout(resolve, READER_POLL_INTERVAL_MS));
+  }
+  throw new Error(lockedMessage(timeoutMs));
+}
+
+async function acquireGate(
+  dir: string,
+  timeoutMs: number,
+): Promise<() => Promise<void>> {
+  ensureDir(dir);
+  try {
+    return await lockfile.lock(dir, {
+      lockfilePath: lockfilePath(dir),
+      retries: retriesForTimeout(timeoutMs),
+      stale: 30_000,
+    });
+  } catch (err) {
+    if (isLockedError(err)) throw new Error(lockedMessage(timeoutMs));
+    throw err;
+  }
+}
+
+export async function acquireExclusive(
+  dir: string,
+  { timeoutMs }: AcquireOptions,
+): Promise<Release> {
+  const start = Date.now();
+  const release = await acquireGate(dir, timeoutMs);
+  try {
+    const remaining = Math.max(0, timeoutMs - (Date.now() - start));
+    await waitForReadersEmpty(dir, remaining);
+  } catch (err) {
+    await release();
+    throw err;
+  }
+  return () => release();
+}
+
+export async function acquireShared(
+  dir: string,
+  { timeoutMs }: AcquireOptions,
+): Promise<Release> {
+  const gate = await acquireGate(dir, timeoutMs);
+  let markerPath: string;
+  try {
+    const readers = readersDir(dir);
+    ensureDir(readers);
+    const markerName = `${process.pid}-${randomBytes(6).toString('hex')}`;
+    markerPath = join(readers, markerName);
+    writeFileSync(markerPath, '');
+  } catch (err) {
+    await gate();
+    throw err;
+  }
+  await gate();
+  return async () => {
+    rmSync(markerPath, { force: true });
+  };
+}

packages/cli/src/output.test.ts

@@ -60,6 +60,33 @@ describe('formatOutput', () => {
       expect(result).toContain('a');
       expect(result).toContain('b');
     });
+
+    it('formats amount fields as decimal values', () => {
+      const data = [{ name: 'Groceries', amount: -250000 }];
+      const result = formatOutput(data, 'table');
+      expect(result).toContain('-2500.00');
+      expect(result).not.toContain('-250000');
+    });
+
+    it('formats balance fields as decimal values', () => {
+      const data = [{ id: 'acc1', balance: 166500 }];
+      const result = formatOutput(data, 'table');
+      expect(result).toContain('1665.00');
+    });
+
+    it('formats budgeted and spent fields as decimal values', () => {
+      const data = [{ budgeted: 50000, spent: -32150 }];
+      const result = formatOutput(data, 'table');
+      expect(result).toContain('500.00');
+      expect(result).toContain('-321.50');
+    });
+
+    it('does not format non-amount numeric fields', () => {
+      const data = [{ id: 12345, sort_order: 100 }];
+      const result = formatOutput(data, 'table');
+      expect(result).toContain('12345');
+      expect(result).toContain('100');
+    });
   });
 
   describe('csv', () => {
@@ -112,6 +139,21 @@ describe('formatOutput', () => {
       const lines = result.split('\n');
       expect(lines[0]).toBe('a,b');
     });
+
+    it('formats amount fields as decimal values', () => {
+      const data = [{ name: 'Coffee', amount: -2500 }];
+      const result = formatOutput(data, 'csv');
+      const lines = result.split('\n');
+      expect(lines[0]).toBe('name,amount');
+      expect(lines[1]).toBe('Coffee,-25.00');
+    });
+
+    it('does not format amount fields in json output', () => {
+      const data = [{ amount: 166500 }];
+      const result = formatOutput(data, 'json');
+      expect(result).toContain('166500');
+      expect(result).not.toContain('1665.00');
+    });
   });
 });
 

packages/cli/src/output.ts

@@ -2,6 +2,29 @@ import Table from 'cli-table3';
 
 export type OutputFormat = 'json' | 'table' | 'csv';
 
+// Fields containing integer-cent values, auto-formatted as decimals in table/csv output.
+const AMOUNT_FIELDS = new Set([
+  'amount',
+  'balance',
+  'balance_available',
+  'balance_current',
+  'balance_limit',
+  'budgeted',
+  'spent',
+  'carryover',
+]);
+
+function isAmountValue(key: string, value: unknown): value is number {
+  return AMOUNT_FIELDS.has(key) && typeof value === 'number';
+}
+
+function formatCellValue(key: string, value: unknown): string {
+  if (isAmountValue(key, value)) {
+    return (value / 100).toFixed(2);
+  }
+  return String(value ?? '');
+}
+
 export function formatOutput(
   data: unknown,
   format: OutputFormat = 'json',
@@ -23,7 +46,7 @@ function formatTable(data: unknown): string {
     if (data && typeof data === 'object') {
       const table = new Table();
       for (const [key, value] of Object.entries(data)) {
-        table.push({ [key]: String(value) });
+        table.push({ [key]: formatCellValue(key, value) });
       }
       return table.toString();
     }
@@ -39,7 +62,7 @@ function formatTable(data: unknown): string {
 
   for (const row of data) {
     const r = row as Record<string, unknown>;
-    table.push(keys.map(k => String(r[k] ?? '')));
+    table.push(keys.map(k => formatCellValue(k, r[k])));
   }
 
   return table.toString();
@@ -50,7 +73,9 @@ function formatCsv(data: unknown): string {
     if (data && typeof data === 'object') {
       const entries = Object.entries(data);
       const header = entries.map(([k]) => escapeCsv(k)).join(',');
-      const values = entries.map(([, v]) => escapeCsv(String(v))).join(',');
+      const values = entries
+        .map(([k, v]) => escapeCsv(formatCellValue(k, v)))
+        .join(',');
       return header + '\n' + values;
     }
     return String(data);
@@ -64,7 +89,7 @@ function formatCsv(data: unknown): string {
   const header = keys.map(k => escapeCsv(k)).join(',');
   const rows = data.map(row => {
     const r = row as Record<string, unknown>;
-    return keys.map(k => escapeCsv(String(r[k] ?? ''))).join(',');
+    return keys.map(k => escapeCsv(formatCellValue(k, r[k]))).join(',');
   });
 
   return [header, ...rows].join('\n');