🔖 (24.5.0) mobile improvements and much more (#2693)

* Fix management app flashing on init

* Release notes

.eslintrc.js

@@ -38,6 +38,7 @@ module.exports = {
   extends: [
     'react-app',
     'plugin:react/recommended',
+    'plugin:react/jsx-runtime',
     'plugin:prettier/recommended',
     'plugin:@typescript-eslint/recommended',
     'plugin:import/typescript',
@@ -57,7 +58,7 @@ module.exports = {
     '@typescript-eslint/no-unused-vars': [
       'warn',
       {
-        varsIgnorePattern: '^_',
+        varsIgnorePattern: '^(_|React)',
         ignoreRestSiblings: true,
       },
     ],
@@ -90,15 +91,7 @@ module.exports = {
     'react/prop-types': 'off',
 
     // TODO: re-enable these rules
-    'react-hooks/exhaustive-deps': 'off',
-    'react/display-name': 'off',
     'react/react-in-jsx-scope': 'off',
-    // 'react-hooks/exhaustive-deps': [
-    //   'warn',
-    //   {
-    //     additionalHooks: 'useLiveQuery',
-    //   },
-    // ],
 
     'no-var': 'warn',
     'react/jsx-curly-brace-presence': 'warn',
@@ -153,10 +146,9 @@ module.exports = {
           'Using default React import is discouraged, please use named exports directly instead.',
       },
       {
-        // forbid <a> in favor of <LinkButton> or <ExternalLink>
+        // forbid <a> in favor of <Link>
         selector: 'JSXOpeningElement[name.name="a"]',
-        message:
-          'Using <a> is discouraged, please use <LinkButton> or <ExternalLink> instead.',
+        message: 'Using <a> is discouraged, please use <Link> instead.',
       },
     ],
     'no-restricted-imports': [
@@ -277,6 +269,69 @@ module.exports = {
         'import/no-default-export': 'off',
       },
     },
+    {
+      // TODO: fix the issues in these files
+      files: [
+        './packages/desktop-client/src/components/accounts/Account.jsx',
+        './packages/desktop-client/src/components/accounts/MobileAccount.jsx',
+        './packages/desktop-client/src/components/accounts/MobileAccounts.jsx',
+        './packages/desktop-client/src/components/App.tsx',
+        './packages/desktop-client/src/components/budget/BudgetCategories.jsx',
+        './packages/desktop-client/src/components/budget/BudgetSummaries.tsx',
+        './packages/desktop-client/src/components/budget/DynamicBudgetTable.tsx',
+        './packages/desktop-client/src/components/budget/index.tsx',
+        './packages/desktop-client/src/components/budget/MobileBudget.tsx',
+        './packages/desktop-client/src/components/budget/rollover/HoldTooltip.tsx',
+        './packages/desktop-client/src/components/budget/rollover/TransferTooltip.tsx',
+        './packages/desktop-client/src/components/common/Menu.tsx',
+        './packages/desktop-client/src/components/FinancesApp.tsx',
+        './packages/desktop-client/src/components/GlobalKeys.ts',
+        './packages/desktop-client/src/components/LoggedInUser.tsx',
+        './packages/desktop-client/src/components/manager/ManagementApp.jsx',
+        './packages/desktop-client/src/components/manager/subscribe/common.tsx',
+        './packages/desktop-client/src/components/ManageRules.tsx',
+        './packages/desktop-client/src/components/mobile/MobileAmountInput.jsx',
+        './packages/desktop-client/src/components/mobile/MobileNavTabs.tsx',
+        './packages/desktop-client/src/components/Modals.tsx',
+        './packages/desktop-client/src/components/modals/EditRule.jsx',
+        './packages/desktop-client/src/components/modals/ImportTransactions.jsx',
+        './packages/desktop-client/src/components/modals/MergeUnusedPayees.jsx',
+        './packages/desktop-client/src/components/Notifications.tsx',
+        './packages/desktop-client/src/components/payees/ManagePayees.jsx',
+        './packages/desktop-client/src/components/payees/ManagePayeesWithData.jsx',
+        './packages/desktop-client/src/components/payees/PayeeTable.tsx',
+        './packages/desktop-client/src/components/reports/graphs/tableGraph/ReportTable.tsx',
+        './packages/desktop-client/src/components/reports/graphs/tableGraph/ReportTableTotals.tsx',
+        './packages/desktop-client/src/components/reports/reports/CashFlowCard.jsx',
+        './packages/desktop-client/src/components/reports/reports/CustomReport.jsx',
+        './packages/desktop-client/src/components/reports/reports/NetWorthCard.jsx',
+        './packages/desktop-client/src/components/reports/SaveReportName.tsx',
+        './packages/desktop-client/src/components/reports/useReport.ts',
+        './packages/desktop-client/src/components/schedules/ScheduleDetails.jsx',
+        './packages/desktop-client/src/components/schedules/SchedulesTable.tsx',
+        './packages/desktop-client/src/components/select/DateSelect.tsx',
+        './packages/desktop-client/src/components/sidebar/Tools.tsx',
+        './packages/desktop-client/src/components/sort.tsx',
+        './packages/desktop-client/src/components/spreadsheet/useSheetValue.ts',
+        './packages/desktop-client/src/components/table.tsx',
+        './packages/desktop-client/src/components/Titlebar.tsx',
+        './packages/desktop-client/src/components/transactions/MobileTransaction.jsx',
+        './packages/desktop-client/src/components/transactions/SelectedTransactions.jsx',
+        './packages/desktop-client/src/components/transactions/SimpleTransactionsTable.jsx',
+        './packages/desktop-client/src/components/transactions/TransactionList.jsx',
+        './packages/desktop-client/src/components/transactions/TransactionsTable.jsx',
+        './packages/desktop-client/src/components/transactions/TransactionsTable.test.jsx',
+        './packages/desktop-client/src/hooks/useAccounts.ts',
+        './packages/desktop-client/src/hooks/useCategories.ts',
+        './packages/desktop-client/src/hooks/usePayees.ts',
+        './packages/desktop-client/src/hooks/useProperFocus.tsx',
+        './packages/desktop-client/src/hooks/useSelected.tsx',
+        './packages/loot-core/src/client/query-hooks.tsx',
+      ],
+      rules: {
+        'react-hooks/exhaustive-deps': 'off',
+      },
+    },
   ],
   settings: {
     'import/resolver': {

.github/ISSUE_TEMPLATE/bug-report.yml

@@ -8,6 +8,13 @@ body:
     attributes:
       value: |
         Thanks for taking the time to fill out this bug report! Please ensure you provide as much information as possible to better assist in confirming and identifying a fix for the bug.
+  - type: markdown
+    id: intro-md
+    attributes:
+      value: |
+        **IMPORTANT:** we use Github Issues only for BUG REPORTS and FEATURE REQUESTS. If you are looking for help/support - please reach out to the [community on Discord](https://discord.gg/pRYNYr4W5A). All non-bug and non-feature-request issues will be closed.
+
+        **Bank-sync problems (SimpleFin / GoCardless)?** Reach out via the [community Discord](https://discord.gg/pRYNYr4W5A) first and open an issue only if the community deems the issue to be a legitimate bug in Actual.
   - type: checkboxes
     id: existing-issue
     attributes:
@@ -16,20 +23,10 @@ body:
       options:
         - label: 'I have searched and found no existing issue'
           required: true
+        - label: 'I will be providing steps how to reproduce the bug (in most cases this will also mean uploading a demo budget file)'
+          required: true
     validations:
       required: true
-  - type: checkboxes
-    id: bank-sync-issue
-    attributes:
-      label: 'Is this related to GoCardless, Simplefin or another bank-sync provider?'
-      description: 'Most issues with bank-sync providers are due to a lack of a custom bank-mapper (i.e. payee or other fields not coming through). In such cases you can create a custom bank mapper in [actual-server](https://github.com/actualbudget/actual-server/blob/master/src/app-gocardless/README.md) repository. Other likely issue is misconfigured server - in which case please reach out via the [community Discord](https://discord.gg/pRYNYr4W5A) to get support.'
-      options:
-        - label: 'I have checked my server logs and could not see any errors there'
-        - label: 'I will be attaching my server logs to this issue'
-        - label: 'I will be attaching my client-side (browser) logs to this issue'
-        - label: 'I understand that this issue will be automatically closed if insufficient information is provided'
-    validations:
-      required: false
   - type: textarea
     id: what-happened
     attributes:
@@ -39,13 +36,6 @@ body:
       value: 'A bug happened!'
     validations:
       required: true
-  - type: textarea
-    id: errors-received
-    attributes:
-      label: 'What error did you receive?'
-      description: 'If you received an error or a message on the screen, please provide that here.'
-    validations:
-      required: false
   - type: markdown
     id: env-info
     attributes:
@@ -59,6 +49,7 @@ body:
         - Locally via Yarn
         - Docker
         - Fly.io
+        - Pikapods
         - NAS
         - Desktop App (Electron)
         - Other

.github/ISSUE_TEMPLATE/config.yml

@@ -1,5 +1,8 @@
 blank_issues_enabled: false
 contact_links:
+  - name: Bank-sync issues
+    url: https://discord.gg/pRYNYr4W5A
+    about: Is bank-sync not working? Returning too much or too few information? Reach out to the community on Discord.
   - name: Support
     url: https://discord.gg/pRYNYr4W5A
-    about: Need help with something? Perhaps having issues setting up bank-sync with GoCardless or SimpleFin? Reach out to the community on Discord.
+    about: Need help with something? Having troubles setting up? Or perhaps issues using the API? Reach out to the community on Discord.

.github/actions/setup/action.yml

@@ -4,11 +4,11 @@ runs:
   using: composite
   steps:
     - name: Install node
-      uses: actions/setup-node@v3
+      uses: actions/setup-node@v4
       with:
         node-version: 18.16.0
     - name: Cache
-      uses: actions/cache@v3
+      uses: actions/cache@v4
       id: cache
       with:
         path: '**/node_modules'

.github/workflows/build.yml

@@ -21,7 +21,7 @@ jobs:
   api:
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@v3
+      - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
       - name: Build API
@@ -29,7 +29,7 @@ jobs:
       - name: Create package tgz
         run: cd packages/api && yarn pack && mv package.tgz actual-api.tgz
       - name: Upload Build
-        uses: actions/upload-artifact@v3
+        uses: actions/upload-artifact@v4
         with:
           name: actual-api
           path: packages/api/actual-api.tgz
@@ -37,7 +37,7 @@ jobs:
   crdt:
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@v3
+      - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
       - name: Build CRDT
@@ -45,7 +45,7 @@ jobs:
       - name: Create package tgz
         run: cd packages/crdt && yarn pack && mv package.tgz actual-crdt.tgz
       - name: Upload Build
-        uses: actions/upload-artifact@v3
+        uses: actions/upload-artifact@v4
         with:
           name: actual-crdt
           path: packages/crdt/actual-crdt.tgz
@@ -53,18 +53,18 @@ jobs:
   web:
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@v3
+      - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
       - name: Build Web
         run: ./bin/package-browser
       - name: Upload Build
-        uses: actions/upload-artifact@v3
+        uses: actions/upload-artifact@v4
         with:
           name: actual-web
           path: packages/desktop-client/build
       - name: Upload Build Stats
-        uses: actions/upload-artifact@v3
+        uses: actions/upload-artifact@v4
         with:
           name: build-stats
           path: packages/desktop-client/build-stats

.github/workflows/check.yml

@@ -14,7 +14,7 @@ jobs:
   lint:
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@v3
+      - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
       - name: Lint
@@ -22,7 +22,7 @@ jobs:
   typecheck:
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@v3
+      - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
       - name: Typecheck
@@ -30,7 +30,7 @@ jobs:
   test:
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@v3
+      - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
       - name: Test
@@ -40,8 +40,8 @@ jobs:
     if: github.event_name == 'pull_request'
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@v3
-      - uses: actions/setup-node@v3
+      - uses: actions/checkout@v4
+      - uses: actions/setup-node@v4
         with:
           node-version: '19'
       - name: Check migrations

.github/workflows/codeql.yml

@@ -22,14 +22,14 @@ jobs:
 
     steps:
       - name: Checkout repository
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
 
       - name: Initialize CodeQL
-        uses: github/codeql-action/init@v2
+        uses: github/codeql-action/init@v3
         with:
           languages: javascript
 
       - name: Perform CodeQL Analysis
-        uses: github/codeql-action/analyze@v2
+        uses: github/codeql-action/analyze@v3
         with:
           category: '/language:javascript'

.github/workflows/e2e-test.yml

@@ -16,7 +16,7 @@ jobs:
     outputs:
       netlify_url: ${{ steps.netlify.outputs.url }}
     steps:
-      - uses: actions/checkout@v3
+      - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
       - name: Wait for Netlify build to finish
@@ -31,38 +31,40 @@ jobs:
     needs: netlify
     runs-on: ubuntu-latest
     container:
-      image: mcr.microsoft.com/playwright:v1.37.0-jammy
+      image: mcr.microsoft.com/playwright:v1.41.1-jammy
     steps:
-      - uses: actions/checkout@v3
+      - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
       - name: Run E2E Tests on Netlify URL
         run: yarn e2e
         env:
           E2E_START_URL: ${{ needs.netlify.outputs.netlify_url }}
-      - uses: actions/upload-artifact@v3
+      - uses: actions/upload-artifact@v4
         if: always()
         with:
           name: desktop-client-test-results
           path: packages/desktop-client/test-results/
           retention-days: 30
+          overwrite: true
   vrt:
     name: Visual regression
     needs: netlify
     runs-on: ubuntu-latest
     container:
-      image: mcr.microsoft.com/playwright:v1.37.0-jammy
+      image: mcr.microsoft.com/playwright:v1.41.1-jammy
     steps:
-      - uses: actions/checkout@v3
+      - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
       - name: Run VRT Tests on Netlify URL
         run: yarn vrt
         env:
           E2E_START_URL: ${{ needs.netlify.outputs.netlify_url }}
-      - uses: actions/upload-artifact@v3
+      - uses: actions/upload-artifact@v4
         if: always()
         with:
           name: desktop-client-test-results
           path: packages/desktop-client/test-results/
           retention-days: 30
+          overwrite: true

.github/workflows/electron-master.yml

@@ -1,4 +1,4 @@
-name: Electron
+name: Electron Master
 
 defaults:
   run:
@@ -9,8 +9,8 @@ env:
 
 on:
   push:
-    branches:
-      - master
+    tags:
+      - v**
 
 concurrency:
   group: ${{ github.workflow }}-${{ github.ref }}
@@ -18,6 +18,9 @@ concurrency:
 
 jobs:
   build:
+    # this is so the assets can be added to the release
+    permissions:
+      contents: write
     strategy:
       matrix:
         os:
@@ -26,11 +29,23 @@ jobs:
           - macos-latest
     runs-on: ${{ matrix.os }}
     steps:
-      - uses: actions/checkout@v3
+      - uses: actions/checkout@v4
       - if: ${{ startsWith(matrix.os, 'windows') }}
         run: pip.exe install setuptools
       - if: ${{ ! startsWith(matrix.os, 'windows') }}
-        run: python3 -m pip install setuptools
+        run: |
+          mkdir .venv
+          python3 -m venv .venv
+          source .venv/bin/activate
+          python3 -m pip install setuptools
+      - if: ${{ startsWith(matrix.os, 'ubuntu') }}
+        run: |
+          sudo apt-get install flatpak -y
+          sudo apt-get install flatpak-builder -y
+          sudo flatpak remote-add --if-not-exists flathub https://flathub.org/repo/flathub.flatpakrepo
+          sudo flatpak install org.freedesktop.Sdk/x86_64/23.08 -y
+          sudo flatpak install org.freedesktop.Platform/x86_64/23.08 -y
+          sudo flatpak install org.electronjs.Electron2.BaseApp/x86_64/23.08 -y
       - name: Set up environment
         uses: ./.github/actions/setup
       - name: Build Electron
@@ -41,10 +56,19 @@ jobs:
           APPLE_ID: ${{ secrets.APPLE_ID }}
           APPLE_APP_SPECIFIC_PASSWORD: ${{ secrets.APPLE_APP_SPECIFIC_PASSWORD }}
       - name: Upload Build
-        uses: actions/upload-artifact@v3
+        uses: actions/upload-artifact@v4
         with:
           name: actual-electron-${{ matrix.os }}
           path: |
             packages/desktop-electron/dist/*.dmg
             packages/desktop-electron/dist/*.exe
             packages/desktop-electron/dist/*.AppImage
+            packages/desktop-electron/dist/*.flatpak
+      - name: Add to Release
+        uses: softprops/action-gh-release@v2
+        with:
+          files: |
+            packages/desktop-electron/dist/*.dmg
+            packages/desktop-electron/dist/*.exe
+            packages/desktop-electron/dist/*.AppImage
+            packages/desktop-electron/dist/*.flatpak

.github/workflows/electron-pr.yml

@@ -24,20 +24,33 @@ jobs:
           - macos-latest
     runs-on: ${{ matrix.os }}
     steps:
-      - uses: actions/checkout@v3
+      - uses: actions/checkout@v4
       - if: ${{ startsWith(matrix.os, 'windows') }}
         run: pip.exe install setuptools
       - if: ${{ ! startsWith(matrix.os, 'windows') }}
-        run: python3 -m pip install setuptools
+        run: |
+          mkdir .venv
+          python3 -m venv .venv
+          source .venv/bin/activate
+          python3 -m pip install setuptools
+      - if: ${{ startsWith(matrix.os, 'ubuntu') }}
+        run: |
+          sudo apt-get install flatpak -y
+          sudo apt-get install flatpak-builder -y
+          sudo flatpak remote-add --if-not-exists flathub https://flathub.org/repo/flathub.flatpakrepo
+          sudo flatpak install org.freedesktop.Sdk/x86_64/23.08 -y
+          sudo flatpak install org.freedesktop.Platform/x86_64/23.08 -y
+          sudo flatpak install org.electronjs.Electron2.BaseApp/x86_64/23.08 -y
       - name: Set up environment
         uses: ./.github/actions/setup
       - name: Build Electron
         run: ./bin/package-electron
       - name: Upload Build
-        uses: actions/upload-artifact@v3
+        uses: actions/upload-artifact@v4
         with:
           name: actual-electron-${{ matrix.os }}
           path: |
             packages/desktop-electron/dist/*.dmg
             packages/desktop-electron/dist/*.exe
             packages/desktop-electron/dist/*.AppImage
+            packages/desktop-electron/dist/*.flatpak

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

@@ -24,8 +24,8 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       # This is not a security concern because we have approved & merged the PR
-      - uses: actions/checkout@v3
-      - uses: actions/setup-node@v3
+      - uses: actions/checkout@v4
+      - uses: actions/setup-node@v4
         with:
           node-version: '19'
       - name: Handle feature requests

.github/workflows/release-notes.yml

@@ -12,7 +12,7 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - name: Checkout
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
       - name: Check release notes
         if: startsWith(github.head_ref, 'release/') == false
         uses: actualbudget/actions/release-notes/check@main

.github/workflows/size-compare.yml

@@ -46,7 +46,7 @@ jobs:
           echo "Build failed on PR branch or ${{github.base_ref}}"
           exit 1
       - name: Download build artifact from ${{github.base_ref}}
-        uses: dawidd6/action-download-artifact@v2
+        uses: dawidd6/action-download-artifact@v3
         id: pr-build
         with:
           branch: ${{github.base_ref}}
@@ -55,7 +55,7 @@ jobs:
           path: base
 
       - name: Download build artifact from PR
-        uses: dawidd6/action-download-artifact@v2
+        uses: dawidd6/action-download-artifact@v3
         with:
           pr: ${{github.event.pull_request.number}}
           workflow: build.yml

.github/workflows/wip.yml

@@ -0,0 +1,27 @@
+name: Add WIP
+
+on:
+  pull_request_target:
+    types:
+      - opened
+
+jobs:
+  add_wip_prefix:
+    if: |
+      join(github.event.pull_request.requested_reviewers) == ''
+        && !contains(github.event.pull_request.title, 'WIP')
+        && !contains(github.event.pull_request.labels.*.name, 'WIP')
+        && github.event.pull_request.draft != true
+    runs-on: ubuntu-latest
+    permissions:
+      pull-requests: write
+    steps:
+    - name: Checkout
+      uses: actions/checkout@v4
+    - name: Add WIP
+      env:
+          TITLE: ${{ github.event.pull_request.title }}
+      shell: bash
+      run: |
+        echo ${{ secrets.GITHUB_TOKEN }} | gh auth login --with-token
+        gh pr edit ${{ github.event.pull_request.number }} -t "[WIP] ${TITLE}"

.gitignore

@@ -1,6 +1,22 @@
+# Sample Data
 /data/*
 !data/.gitkeep
 /data2
+Actual-*
+**/xcuserdata/*
+export-2020-01-10.csv
+
+# Secrets
+.secret-tokens
+
+# MacOS
+.DS_Store
+
+# Logs
+**/*.log
+
+# JavaScript
+node_modules
 packages/api/dist
 packages/api/@types
 packages/crdt/dist
@@ -8,22 +24,10 @@ packages/desktop-electron/client-build
 packages/desktop-electron/.electron-symbols
 packages/desktop-electron/dist
 packages/desktop-electron/loot-core
-node_modules
-.DS_Store
-lerna-debug.log
-Actual-*
-.#*
-**/xcuserdata/*
-.secret-tokens
 bundle.desktop.js
 bundle.desktop.js.map
 bundle.mobile.js
 bundle.mobile.js.map
-export-2020-01-10.csv
-.idea
-.vscode
-
-**/*.log
 
 # Yarn
 .pnp.*
@@ -36,3 +40,9 @@ export-2020-01-10.csv
 
 # VSCode
 .vscode
+
+# IntelliJ IDEA
+.idea
+
+# Misc
+.#*

.yarnrc.yml

@@ -4,4 +4,4 @@ enableGlobalCache: false
 
 nodeLinker: node-modules
 
-yarnPath: .yarn/releases/yarn-4.0.1.cjs
+yarnPath: .yarn/releases/yarn-4.0.2.cjs

bin/docker-start

@@ -10,4 +10,4 @@ if [ ! -d "node_modules" ] || [ "$(ls -A node_modules)" = "" ]; then
     yarn
 fi
 
-yarn start:browser
+BROWSER=0 yarn start:browser

docker-compose.yml

@@ -8,6 +8,8 @@ services:
   actual-development:
     build: .
     image: actual-development
+    environment:
+      - HTTPS
     ports:
       - '3001:3001'
     volumes:

package.json

@@ -52,17 +52,19 @@
     "eslint-plugin-react": "7.32.2",
     "eslint-plugin-rulesdir": "^0.2.2",
     "node-jq": "^4.0.1",
-    "npm-run-all": "^4.1.3",
+    "npm-run-all": "^4.1.5",
     "prettier": "3.2.4",
-    "react-refresh": "^0.14.0",
     "source-map-support": "^0.5.21",
     "typescript": "^5.0.2",
     "typescript-strict-plugin": "^2.2.2-beta.2"
   },
+  "resolutions": {
+    "rollup": "4.9.4"
+  },
   "engines": {
     "node": ">=18.0.0"
   },
-  "packageManager": "yarn@4.0.1",
+  "packageManager": "yarn@4.0.2",
   "browserslist": [
     "electron 24.0",
     "defaults"

packages/api/methods.test.ts

@@ -58,11 +58,42 @@ describe('API CRUD operations', () => {
     await api.loadBudget(budgetName);
   });
 
-  // apis: createCategoryGroup, updateCategoryGroup, deleteCategoryGroup
+  // apis: getCategoryGroups, createCategoryGroup, updateCategoryGroup, deleteCategoryGroup
   test('CategoryGroups: successfully update category groups', async () => {
     const month = '2023-10';
     global.currentMonth = month;
 
+    // get existing category groups
+    const groups = await api.getCategoryGroups();
+    expect(groups).toEqual(
+      expect.arrayContaining([
+        expect.objectContaining({
+          hidden: 0,
+          id: 'fc3825fd-b982-4b72-b768-5b30844cf832',
+          is_income: 0,
+          name: 'Usual Expenses',
+          sort_order: 16384,
+          tombstone: 0,
+        }),
+        expect.objectContaining({
+          hidden: 0,
+          id: 'a137772f-cf2f-4089-9432-822d2ddc1466',
+          is_income: 0,
+          name: 'Investments and Savings',
+          sort_order: 32768,
+          tombstone: 0,
+        }),
+        expect.objectContaining({
+          hidden: 0,
+          id: '2E1F5BDB-209B-43F9-AF2C-3CE28E380C00',
+          is_income: 1,
+          name: 'Income',
+          sort_order: 32768,
+          tombstone: 0,
+        }),
+      ]),
+    );
+
     // create our test category group
     const mainGroupId = await api.createCategoryGroup({
       name: 'test-group',

packages/api/methods.ts

@@ -121,6 +121,10 @@ export function deleteAccount(id) {
   return send('api/account-delete', { id });
 }
 
+export function getCategoryGroups() {
+  return send('api/category-groups-get');
+}
+
 export function createCategoryGroup(group) {
   return send('api/category-group-create', { group });
 }

packages/api/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@actual-app/api",
-  "version": "6.4.0",
+  "version": "6.7.1",
   "license": "MIT",
   "description": "An API for Actual",
   "engines": {
@@ -21,17 +21,17 @@
     "clean": "rm -rf dist @types"
   },
   "dependencies": {
-    "better-sqlite3": "^9.2.2",
+    "better-sqlite3": "^9.3.0",
     "compare-versions": "^6.1.0",
     "node-fetch": "^3.3.2",
-    "uuid": "^9.0.0"
+    "uuid": "^9.0.1"
   },
   "devDependencies": {
-    "@swc/core": "^1.3.82",
-    "@swc/jest": "^0.2.29",
-    "@types/jest": "^27.5.0",
+    "@swc/core": "^1.3.105",
+    "@swc/jest": "^0.2.31",
+    "@types/jest": "^27.5.2",
     "@types/uuid": "^9.0.2",
-    "jest": "^27.0.0",
+    "jest": "^27.5.1",
     "tsc-alias": "^1.8.8",
     "typescript": "^5.0.2"
   }

packages/api/tsconfig.dist.json

@@ -3,14 +3,14 @@
   "compilerOptions": {
     // Using ES2021 because that’s the newest version where
     // the latest Node 16.x release supports all of the features
-    "target": "es2021",
+    "target": "ES2021",
     "module": "CommonJS",
-    "moduleResolution": "Node16",
     "noEmit": false,
     "declaration": true,
     "outDir": "dist",
     "declarationDir": "@types",
     "paths": {
+      "loot-core/src/*": ["./loot-core/*"],
       "loot-core/*": ["./@types/loot-core/*"],
     }
   },

packages/crdt/package.json

@@ -17,14 +17,14 @@
   "dependencies": {
     "google-protobuf": "^3.12.0-rc.1",
     "murmurhash": "^2.0.1",
-    "uuid": "^9.0.0"
+    "uuid": "^9.0.1"
   },
   "devDependencies": {
-    "@swc/core": "^1.3.82",
-    "@swc/jest": "^0.2.29",
-    "@types/jest": "^27.5.0",
+    "@swc/core": "^1.3.105",
+    "@swc/jest": "^0.2.31",
+    "@types/jest": "^27.5.2",
     "@types/uuid": "^9.0.2",
-    "jest": "^27.0.0",
+    "jest": "^27.5.1",
     "ts-protoc-gen": "^0.15.0",
     "typescript": "^5.0.2"
   }

packages/crdt/tsconfig.dist.json

@@ -3,7 +3,7 @@
   "compilerOptions": {
     // Using ES2021 because that’s the newest version where
     // the latest Node 16.x release supports all of the features
-    "target": "es2021",
+    "target": "ES2021",
     "module": "CommonJS",
     "noEmit": false,
     "declaration": true,

packages/desktop-client/README.md

@@ -32,26 +32,33 @@ Prerequisites:
 
 #### Running against the local server
 
-First start the dev server:
+First start a dev instance:
 
 ```sh
 HTTPS=true yarn start
 ```
 
+or using the dev container:
+```
+HTTPS=true docker compose up --build
+```
+
+Note the network IP address and port the dev instance is listening on.
+
 Next, navigate to the root of your project folder, run the standartised docker container, and launch the visual regression tests from within it.
 
 ```sh
 # Run docker container
-docker run --rm --network host -v $(pwd):/work/ -w /work/ -it mcr.microsoft.com/playwright:v1.37.1-jammy /bin/bash
+docker run --rm --network host -v $(pwd):/work/ -w /work/ -it mcr.microsoft.com/playwright:v1.41.1-jammy /bin/bash
 
     # If you receive an error such as "docker: invalid reference format", please instead use the following command:
-    docker run --rm --network host -v ${pwd}:/work/ -w /work/ -it mcr.microsoft.com/playwright:v1.37.1-jammy /bin/bash
+    docker run --rm --network host -v ${pwd}:/work/ -w /work/ -it mcr.microsoft.com/playwright:v1.41.1-jammy /bin/bash
 
-# Run the VRT tests: important - they MUST be ran against a HTTPS server
-E2E_START_URL=https://192.168.0.178:3001 yarn vrt
+# Run the VRT tests: important - they MUST be ran against a HTTPS server.  Use the ip and port noted earlier
+E2E_START_URL=https://ip:port yarn vrt
 
     # To update snapshots, use the following command:
-    E2E_START_URL=https://192.168.0.178:3001 yarn vrt --update-snapshots
+    E2E_START_URL=https://ip:port yarn vrt --update-snapshots
 ```
 
 #### Running against a remote server

packages/desktop-client/e2e/accounts.test.js

@@ -7,6 +7,7 @@ test.describe('Accounts', () => {
   let page;
   let navigation;
   let configurationPage;
+  let accountPage;
 
   test.beforeAll(async ({ browser }) => {
     page = await browser.newPage();
@@ -22,7 +23,7 @@ test.describe('Accounts', () => {
   });
 
   test('creates a new account and views the initial balance transaction', async () => {
-    const accountPage = await navigation.createAccount({
+    accountPage = await navigation.createAccount({
       name: 'New Account',
       offBudget: false,
       balance: 100,
@@ -38,7 +39,7 @@ test.describe('Accounts', () => {
   });
 
   test('closes an account', async () => {
-    const accountPage = await navigation.goToAccountPage('Roth IRA');
+    accountPage = await navigation.goToAccountPage('Roth IRA');
 
     await expect(accountPage.accountName).toHaveText('Roth IRA');
 
@@ -50,4 +51,52 @@ test.describe('Accounts', () => {
     await expect(accountPage.accountName).toHaveText('Closed: Roth IRA');
     await expect(page).toMatchThemeScreenshots();
   });
+
+  test.describe('Budgeted Accounts', () => {
+    // Reset filters
+    test.afterEach(async () => {
+      await accountPage.removeFilter(0);
+    });
+
+    test('creates a transfer from two existing transactions', async () => {
+      accountPage = await navigation.goToAccountPage('For budget');
+      await expect(accountPage.accountName).toHaveText('Budgeted Accounts');
+
+      await accountPage.filterByNote('Test Acc Transfer');
+
+      await accountPage.createSingleTransaction({
+        account: 'Ally Savings',
+        payee: '',
+        notes: 'Test Acc Transfer',
+        category: 'Food',
+        debit: '34.56',
+      });
+
+      await accountPage.createSingleTransaction({
+        account: 'HSBC',
+        payee: '',
+        notes: 'Test Acc Transfer',
+        category: 'Food',
+        credit: '34.56',
+      });
+
+      await page.waitForTimeout(100); // Give time for the previous transaction to be rendered
+
+      await accountPage.selectNthTransaction(0);
+      await accountPage.selectNthTransaction(1);
+      await accountPage.clickSelectAction('Make transfer');
+
+      let transaction = accountPage.getNthTransaction(0);
+      await expect(transaction.payee).toHaveText('Ally Savings');
+      await expect(transaction.category).toHaveText('Transfer');
+      await expect(transaction.credit).toHaveText('34.56');
+      await expect(transaction.account).toHaveText('HSBC');
+
+      transaction = accountPage.getNthTransaction(1);
+      await expect(transaction.payee).toHaveText('HSBC');
+      await expect(transaction.category).toHaveText('Transfer');
+      await expect(transaction.debit).toHaveText('34.56');
+      await expect(transaction.account).toHaveText('Ally Savings');
+    });
+  });
 });

packages/desktop-client/e2e/budget.test.js

@@ -59,12 +59,9 @@ test.describe('Budget', () => {
   });
 
   test('clicking on spent amounts opens a transaction page', async () => {
-    const categoryName = await budgetPage.getCategoryNameForRow(1);
     const accountPage = await budgetPage.clickOnSpentAmountForRow(1);
     expect(page.url()).toContain('/accounts');
-    expect(await accountPage.accountName.textContent()).toMatch(
-      new RegExp(String.raw`${categoryName} \(\w+ \d+\)`),
-    );
+    expect(await accountPage.accountName.textContent()).toMatch('All Accounts');
     await page.getByRole('button', { name: 'Back' }).click();
   });
 });

packages/desktop-client/e2e/data/ynab5-demo-budget.json

@@ -1597,7 +1597,7 @@
         "date": "2023-08-04",
         "amount": 0,
         "memo": "getting paid",
-        "cleared": "cleared",
+        "cleared": "reconciled",
         "approved": true,
         "flag_color": null,
         "account_id": "bc1d862f-bab0-41c3-bd1e-6cee8c688e32",
@@ -1657,7 +1657,7 @@
         "date": "2023-08-04",
         "amount": 1000000,
         "memo": "",
-        "cleared": "cleared",
+        "cleared": "reconciled",
         "approved": true,
         "flag_color": null,
         "account_id": "bc1d862f-bab0-41c3-bd1e-6cee8c688e32",
@@ -1704,8 +1704,8 @@
         "payee_id": "",
         "category_id": null,
         "transfer_account_id": "bc1d862f-bab0-41c3-bd1e-6cee8c688e32",
-        "transfer_transaction_id": "213526fc-ba49-4790-8a96-cc2a50182728",
-        "matched_transaction_id": "",
+        "transfer_transaction_id": null,
+        "matched_transaction_id": null,
         "import_id": null,
         "import_payee_name": null,
         "import_payee_name_original": null,
@@ -1729,7 +1729,7 @@
         "transaction_id": "213526fc-ba49-4790-8a96-cc2a50182728",
         "amount": -50000,
         "memo": "split part b",
-        "payee_id": "2a20470a-634f-4efa-a7f6-f1c0b0bdda41",
+        "payee_id": "8d3017e0-2aa6-4fe2-b011-c53c9f147eb6",
         "category_id": null,
         "transfer_account_id": "125f339b-2a63-481e-84c0-f04d898905d2",
         "deleted": false

packages/desktop-client/e2e/mobile.test.js

@@ -49,7 +49,7 @@ test.describe('Mobile', () => {
   test('opens the accounts page and asserts on balances', async () => {
     const accountsPage = await navigation.goToAccountsPage();
 
-    const account = await accountsPage.getNthAccount(0);
+    const account = await accountsPage.getNthAccount(1);
 
     await expect(account.name).toHaveText('Ally Savings');
     await expect(account.balance).toHaveText('7,653.00');
@@ -58,7 +58,7 @@ test.describe('Mobile', () => {
 
   test('opens individual account page and checks that filtering is working', async () => {
     const accountsPage = await navigation.goToAccountsPage();
-    const accountPage = await accountsPage.openNthAccount(1);
+    const accountPage = await accountsPage.openNthAccount(0);
 
     await expect(accountPage.heading).toHaveText('Bank of America');
     expect(await accountPage.getBalance()).toBeGreaterThan(0);

packages/desktop-client/e2e/page-models/account-page.js

@@ -25,6 +25,9 @@ export class AccountPage {
 
     this.filterButton = this.page.getByRole('button', { name: 'Filter' });
     this.filterSelectTooltip = this.page.getByTestId('filters-select-tooltip');
+
+    this.selectButton = this.page.getByTestId('transactions-select-button');
+    this.selectTooltip = this.page.getByTestId('transactions-select-tooltip');
   }
 
   /**
@@ -68,14 +71,21 @@ export class AccountPage {
     await this.cancelTransactionButton.click();
   }
 
+  async selectNthTransaction(index) {
+    const row = this.transactionTableRow.nth(index);
+    await row.getByTestId('select').click();
+  }
+
   /**
    * Retrieve the data for the nth-transaction.
    * 0-based index
    */
   getNthTransaction(index) {
     const row = this.transactionTableRow.nth(index);
+    const account = row.getByTestId('account');
 
     return {
+      ...(account ? { account } : {}),
       payee: row.getByTestId('payee'),
       notes: row.getByTestId('notes'),
       category: row.getByTestId('category'),
@@ -84,6 +94,11 @@ export class AccountPage {
     };
   }
 
+  async clickSelectAction(action) {
+    await this.selectButton.click();
+    await this.selectTooltip.getByRole('button', { name: action }).click();
+  }
+
   /**
    * Open the modal for closing the account.
    */
@@ -106,6 +121,15 @@ export class AccountPage {
     return new FilterTooltip(this.page.getByTestId('filters-menu-tooltip'));
   }
 
+  /**
+   * Filter to a specific note
+   */
+  async filterByNote(note) {
+    const filterTooltip = await this.filterBy('Note');
+    await this.page.keyboard.type(note);
+    await filterTooltip.applyButton.click();
+  }
+
   /**
    * Remove the nth filter
    */
@@ -117,6 +141,24 @@ export class AccountPage {
   }
 
   async _fillTransactionFields(transactionRow, transaction) {
+    if (transaction.debit) {
+      await transactionRow.getByTestId('debit').click();
+      await this.page.keyboard.type(transaction.debit);
+      await this.page.keyboard.press('Tab');
+    }
+
+    if (transaction.credit) {
+      await transactionRow.getByTestId('credit').click();
+      await this.page.keyboard.type(transaction.credit);
+      await this.page.keyboard.press('Tab');
+    }
+
+    if (transaction.account) {
+      await transactionRow.getByTestId('account').click();
+      await this.page.keyboard.type(transaction.account);
+      await this.page.keyboard.press('Tab');
+    }
+
     if (transaction.payee) {
       await transactionRow.getByTestId('payee').click();
       await this.page.keyboard.type(transaction.payee);
@@ -139,18 +181,6 @@ export class AccountPage {
         await this.page.keyboard.press('Tab');
       }
     }
-
-    if (transaction.debit) {
-      await transactionRow.getByTestId('debit').click();
-      await this.page.keyboard.type(transaction.debit);
-      await this.page.keyboard.press('Tab');
-    }
-
-    if (transaction.credit) {
-      await transactionRow.getByTestId('credit').click();
-      await this.page.keyboard.type(transaction.credit);
-      await this.page.keyboard.press('Tab');
-    }
   }
 }
 

packages/desktop-client/e2e/page-models/mobile-account-page.js

@@ -5,7 +5,7 @@ export class MobileAccountPage {
     this.page = page;
 
     this.heading = page.getByRole('heading');
-    this.balance = page.getByTestId('account-balance');
+    this.balance = page.getByTestId('transactions-balance');
     this.noTransactionsFoundError = page.getByText('No transactions');
     this.searchBox = page.getByPlaceholder(/^Search/);
     this.transactionList = page.getByLabel('transaction list');

packages/desktop-client/e2e/page-models/rules-page.js

@@ -61,6 +61,27 @@ export class RulesPage {
         this.page.getByTestId('action-list'),
       );
     }
+
+    if (data.splits) {
+      if (data.splits.beforeSplitActions) {
+        await this._fillEditorFields(
+          data.splits.beforeSplitActions,
+          this.page.getByTestId('action-list'),
+        );
+      }
+
+      if (data.splits.splitActions) {
+        let idx = data.splits?.beforeSplitActions.length ?? 0;
+        for (const splitActions of data.splits.splitActions) {
+          await this.page.getByTestId('add-split-transactions').click();
+          await this._fillEditorFields(
+            splitActions,
+            this.page.getByTestId('action-list').nth(idx),
+          );
+          idx++;
+        }
+      }
+    }
   }
 
   async _fillEditorFields(data, rootElement) {

packages/desktop-client/e2e/page-models/settings-page.js

@@ -6,4 +6,10 @@ export class SettingsPage {
   async exportData() {
     await this.page.getByRole('button', { name: 'Export data' }).click();
   }
+
+  async enableExperimentalFeature(featureName) {
+    await this.page.getByTestId('advanced-settings').click();
+    await this.page.getByTestId('experimental-settings').click();
+    await this.page.getByLabel(featureName).check();
+  }
 }

packages/desktop-client/e2e/rules.test.js

@@ -67,4 +67,78 @@ test.describe('Rules', () => {
     await expect(transaction.debit).toHaveText('12.34');
     await expect(page).toMatchThemeScreenshots();
   });
+
+  test('creates a split transaction rule and makes sure it is applied when creating a transaction', async () => {
+    const settingsPage = await navigation.goToSettingsPage();
+    await settingsPage.enableExperimentalFeature('splits in rules');
+
+    await expect(settingsPage.page.getByLabel('splits in rules')).toBeChecked();
+
+    rulesPage = await navigation.goToRulesPage();
+
+    await rulesPage.createRule({
+      conditions: [
+        {
+          field: 'payee',
+          op: 'is',
+          value: 'Ikea',
+        },
+      ],
+      splits: {
+        beforeSplitActions: [
+          {
+            field: 'notes',
+            value: 'food / entertainment',
+          },
+        ],
+        splitActions: [
+          [
+            {
+              field: 'a fixed percent',
+              value: '90',
+            },
+            {
+              field: 'category',
+              value: 'Entertainment',
+            },
+          ],
+          [
+            {
+              field: 'an equal portion of the remainder',
+            },
+            {
+              field: 'category',
+              value: 'Food',
+            },
+          ],
+        ],
+      },
+    });
+
+    const accountPage = await navigation.goToAccountPage(
+      'Capital One Checking',
+    );
+
+    await accountPage.createSingleTransaction({
+      debit: '100.00',
+      payee: 'Ikea',
+    });
+
+    const transaction = accountPage.getNthTransaction(0);
+    await expect(transaction.payee).toHaveText('Ikea');
+    await expect(transaction.notes).toHaveText('food / entertainment');
+    await expect(transaction.category).toHaveText('Split');
+    await expect(transaction.debit).toHaveText('100.00');
+    await expect(page).toMatchThemeScreenshots();
+
+    const firstSplitTransaction = accountPage.getNthTransaction(1);
+    await expect(firstSplitTransaction.payee).toHaveText('Ikea');
+    await expect(firstSplitTransaction.debit).toHaveText('90.00');
+    await expect(firstSplitTransaction.category).toHaveText('Entertainment');
+
+    const secondSplitTransaction = accountPage.getNthTransaction(2);
+    await expect(secondSplitTransaction.payee).toHaveText('Ikea');
+    await expect(secondSplitTransaction.debit).toHaveText('10.00');
+    await expect(secondSplitTransaction.category).toHaveText('Food');
+  });
 });