Update VRT screenshots

Auto-generated by VRT workflow

PR: #5795

packages/component-library/src/Popover.tsx

@@ -34,6 +34,7 @@ export const Popover = ({
 
   return (
     <ReactAriaPopover
+      data-popover={true}
       ref={ref}
       placement="bottom end"
       offset={1}

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

@@ -194,47 +194,71 @@ export class AccountPage {
     transaction: TransactionEntry,
   ) {
     if (transaction.debit) {
-      // double click to ensure the content is selected when adding split transactions
-      await transactionRow.getByTestId('debit').dblclick();
-      await this.page.keyboard.type(transaction.debit);
+      const debitCell = transactionRow.getByTestId('debit');
+      await debitCell.click();
+      const debitInput = debitCell.getByRole('textbox');
+      await this.selectInputText(debitInput);
+      await debitInput.pressSequentially(transaction.debit);
       await this.page.keyboard.press('Tab');
     }
 
     if (transaction.credit) {
-      await transactionRow.getByTestId('credit').click();
-      await this.page.keyboard.type(transaction.credit);
+      const creditCell = transactionRow.getByTestId('credit');
+      await creditCell.click();
+      const creditInput = creditCell.getByRole('textbox');
+      await this.selectInputText(creditInput);
+      await creditInput.pressSequentially(transaction.credit);
       await this.page.keyboard.press('Tab');
     }
 
     if (transaction.account) {
-      await transactionRow.getByTestId('account').click();
-      await this.page.keyboard.type(transaction.account);
+      const accountCell = transactionRow.getByTestId('account');
+      await accountCell.click();
+      const accountInput = accountCell.getByRole('textbox');
+      await this.selectInputText(accountInput);
+      await accountInput.pressSequentially(transaction.account);
       await this.page.keyboard.press('Tab');
     }
 
     if (transaction.payee) {
-      await transactionRow.getByTestId('payee').click();
-      await this.page.keyboard.type(transaction.payee);
+      const payeeCell = transactionRow.getByTestId('payee');
+      await payeeCell.click();
+      const payeeInput = payeeCell.getByRole('textbox');
+      await this.selectInputText(payeeInput);
+      await payeeInput.pressSequentially(transaction.payee);
       await this.page.keyboard.press('Tab');
     }
 
     if (transaction.notes) {
-      await transactionRow.getByTestId('notes').click();
-      await this.page.keyboard.type(transaction.notes);
+      const notesCell = transactionRow.getByTestId('notes');
+      await notesCell.click();
+      const notesInput = notesCell.getByRole('textbox');
+      await this.selectInputText(notesInput);
+      await notesInput.pressSequentially(transaction.notes);
       await this.page.keyboard.press('Tab');
     }
 
     if (transaction.category) {
-      await transactionRow.getByTestId('category').click();
+      const categoryCell = transactionRow.getByTestId('category');
+      await categoryCell.click();
 
       if (transaction.category === 'split') {
         await this.page.getByTestId('split-transaction-button').click();
       } else {
-        await this.page.keyboard.type(transaction.category);
+        const categoryInput = categoryCell.getByRole('textbox');
+        await this.selectInputText(categoryInput);
+        await categoryInput.pressSequentially(transaction.category);
         await this.page.keyboard.press('Tab');
       }
     }
   }
+
+  async selectInputText(input: Locator) {
+    const value = await input.inputValue();
+    if (value) {
+      await input.selectText();
+    }
+  }
 }
 
 class FilterTooltip {

packages/desktop-client/e2e/page-models/edit-rule-modal.ts

@@ -0,0 +1,171 @@
+import { type Page, type Locator } from '@playwright/test';
+
+type ConditionsEntry = {
+  field: string;
+  op: string;
+  value: string;
+};
+
+type ActionsEntry = {
+  field: string;
+  op?: string;
+  value: string;
+};
+
+type SplitsEntry = {
+  field: string;
+  op?: string;
+  value?: string;
+};
+
+type RuleEntry = {
+  conditionsOp?: string | RegExp;
+  conditions?: ConditionsEntry[];
+  actions?: ActionsEntry[];
+  splits?: Array<SplitsEntry[]>;
+};
+
+export class EditRuleModal {
+  readonly page: Page;
+  readonly locator: Locator;
+  readonly heading: Locator;
+  readonly conditionsOpButton: Locator;
+  readonly conditionList: Locator;
+  readonly actionList: Locator;
+  readonly splitIntoMultipleTransactionsButton: Locator;
+  readonly saveButton: Locator;
+  readonly cancelButton: Locator;
+
+  constructor(locator: Locator) {
+    this.locator = locator;
+    this.page = locator.page();
+
+    this.heading = locator.getByRole('heading');
+    this.conditionsOpButton = locator
+      .getByTestId('conditions-op')
+      .getByRole('button');
+    this.conditionList = locator.getByTestId('condition-list');
+    this.actionList = locator.getByTestId('action-list');
+    this.splitIntoMultipleTransactionsButton = locator.getByTestId(
+      'add-split-transactions',
+    );
+    this.saveButton = locator.getByRole('button', { name: 'Save' });
+    this.cancelButton = locator.getByRole('button', { name: 'Cancel' });
+  }
+
+  async fill(data: RuleEntry) {
+    if (data.conditionsOp) {
+      await this.selectConditionsOp(data.conditionsOp);
+    }
+
+    if (data.conditions) {
+      await this.fillEditorFields(data.conditions, this.conditionList, true);
+    }
+
+    if (data.actions) {
+      await this.fillEditorFields(data.actions, this.actionList);
+    }
+
+    if (data.splits) {
+      let idx = data.actions?.length ?? 0;
+      for (const splitActions of data.splits) {
+        await this.splitIntoMultipleTransactionsButton.click();
+        await this.fillEditorFields(splitActions, this.actionList.nth(idx));
+        idx++;
+      }
+    }
+  }
+
+  async fillEditorFields(
+    data: Array<ConditionsEntry | ActionsEntry | SplitsEntry>,
+    rootElement: Locator,
+    fieldFirst = false,
+  ) {
+    for (const [idx, entry] of data.entries()) {
+      const { field, op, value } = entry;
+
+      const row = await this.getRow(rootElement, idx);
+
+      if (!(await row.isVisible())) {
+        await this.addEntry(rootElement);
+      }
+
+      if (op && !fieldFirst) {
+        await this.selectOp(row, op);
+      }
+
+      if (field) {
+        await this.selectField(row, field);
+      }
+
+      if (op && fieldFirst) {
+        await this.selectOp(row, op);
+      }
+
+      if (value && value.length > 0) {
+        const input = row.getByRole('textbox');
+        const existingValue = await input.inputValue();
+        if (existingValue) {
+          await input.selectText();
+        }
+        // Using pressSequentially here to simulate user typing.
+        // When using .fill(...), playwright just "pastes" the entire word onto the input
+        // and for some reason this breaks the autocomplete highlighting logic
+        // e.g. "Create payee" option is not being highlighted.
+        await input.pressSequentially(value);
+        await this.page.keyboard.press('Enter');
+      }
+    }
+  }
+
+  async selectConditionsOp(conditionsOp: string | RegExp) {
+    await this.conditionsOpButton.click();
+
+    const conditionsOpSelectOption =
+      await this.getPopoverSelectOption(conditionsOp);
+    await conditionsOpSelectOption.click();
+  }
+
+  async selectOp(row: Locator, op: string) {
+    await row.getByTestId('op-select').getByRole('button').click();
+
+    const opSelectOption = await this.getPopoverSelectOption(op);
+    await opSelectOption.waitFor({ state: 'visible' });
+    await opSelectOption.click();
+  }
+
+  async selectField(row: Locator, field: string) {
+    await row.getByTestId('field-select').getByRole('button').click();
+
+    const fieldSelectOption = await this.getPopoverSelectOption(field);
+    await fieldSelectOption.waitFor({ state: 'visible' });
+    await fieldSelectOption.click();
+  }
+
+  async getRow(locator: Locator, index: number) {
+    return locator.getByTestId('editor-row').nth(index);
+  }
+
+  async addEntry(locator: Locator) {
+    await locator.getByRole('button', { name: 'Add entry' }).click();
+  }
+
+  async getPopoverSelectOption(value: string | RegExp) {
+    // Need to use page because popover is rendered outside of modal locator
+    return this.page
+      .locator('[data-popover]')
+      .getByRole('button', { name: value, exact: true });
+  }
+
+  async save() {
+    await this.saveButton.click();
+  }
+
+  async cancel() {
+    await this.cancelButton.click();
+  }
+
+  async close() {
+    await this.heading.getByRole('button', { name: 'Close' }).click();
+  }
+}

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

@@ -1,52 +1,26 @@
 import { type Locator, type Page } from '@playwright/test';
 
-type ConditionsEntry = {
-  field: string;
-  op: string;
-  value: string;
-};
-
-type ActionsEntry = {
-  field: string;
-  op?: string;
-  value: string;
-};
-
-type SplitsEntry = {
-  field: string;
-  op?: string;
-  value?: string;
-};
-
-type RuleEntry = {
-  conditionsOp?: string | RegExp;
-  conditions?: ConditionsEntry[];
-  actions?: ActionsEntry[];
-  splits?: Array<SplitsEntry[]>;
-};
+import { EditRuleModal } from './edit-rule-modal';
 
 export class RulesPage {
   readonly page: Page;
   readonly searchBox: Locator;
+  readonly createNewRuleButton: Locator;
 
   constructor(page: Page) {
     this.page = page;
     this.searchBox = page.getByPlaceholder('Filter rules...');
+    this.createNewRuleButton = page.getByRole('button', {
+      name: 'Create new rule',
+    });
   }
 
   /**
-   * Create a new rule
+   * Open the edit rule modal to create a new rule.
    */
-  async createRule(data: RuleEntry) {
-    await this.page
-      .getByRole('button', {
-        name: 'Create new rule',
-      })
-      .click();
-
-    await this._fillRuleFields(data);
-
-    await this.page.getByRole('button', { name: 'Save' }).click();
+  async createNewRule() {
+    await this.createNewRuleButton.click();
+    return new EditRuleModal(this.page.getByTestId('edit-rule-modal'));
   }
 
   /**
@@ -65,108 +39,4 @@ export class RulesPage {
   async searchFor(text: string) {
     await this.searchBox.fill(text);
   }
-
-  async _fillRuleFields(data: RuleEntry) {
-    if (data.conditionsOp) {
-      await this.page
-        .getByTestId('conditions-op')
-        .getByRole('button')
-        .first()
-        .click();
-      await this.page
-        .getByRole('button', { exact: true, name: data.conditionsOp })
-        .click();
-    }
-
-    if (data.conditions) {
-      await this._fillEditorFields(
-        data.conditions,
-        this.page.getByTestId('condition-list'),
-        true,
-      );
-    }
-
-    if (data.actions) {
-      await this._fillEditorFields(
-        data.actions,
-        this.page.getByTestId('action-list'),
-      );
-    }
-
-    if (data.splits) {
-      let idx = data.actions?.length ?? 0;
-      for (const splitActions of data.splits) {
-        await this.page.getByTestId('add-split-transactions').click();
-        await this._fillEditorFields(
-          splitActions,
-          this.page.getByTestId('action-list').nth(idx),
-        );
-        idx++;
-      }
-    }
-  }
-
-  async _fillEditorFields(
-    data: Array<ConditionsEntry | ActionsEntry | SplitsEntry>,
-    rootElement: Locator,
-    fieldFirst = false,
-  ) {
-    for (const [idx, entry] of data.entries()) {
-      const { field, op, value } = entry;
-
-      const row = rootElement.getByTestId('editor-row').nth(idx);
-
-      if (!(await row.isVisible())) {
-        await rootElement.getByRole('button', { name: 'Add entry' }).click();
-      }
-
-      if (op && !fieldFirst) {
-        await row.getByTestId('op-select').getByRole('button').first().click();
-        await this.page
-          .getByRole('button', { name: op, exact: true })
-          .first()
-          .waitFor({ state: 'visible' });
-
-        await this.page
-          .getByRole('button', { name: op, exact: true })
-          .first()
-          .click({ force: true });
-      }
-
-      if (field) {
-        await row
-          .getByTestId('field-select')
-          .getByRole('button')
-          .first()
-          .click();
-        await this.page
-          .getByRole('button', { name: field, exact: true })
-          .first()
-          .waitFor({ state: 'visible' });
-
-        await this.page
-          .getByRole('button', { name: field, exact: true })
-          .first()
-          .click({ force: true });
-      }
-
-      if (op && fieldFirst) {
-        await row.getByTestId('op-select').getByRole('button').first().click();
-        await this.page
-          .getByRole('button', { name: op, exact: true })
-          .first()
-          .waitFor({ state: 'visible' });
-
-        await this.page
-          .getByRole('button', { name: op, exact: true })
-          .first()
-          .click({ force: true });
-      }
-
-      if (value) {
-        await row.getByRole('textbox').fill(value);
-        await this.page.keyboard.press('Enter');
-      }
-    }
-  }
 }

packages/desktop-client/e2e/page-models/schedule-edit-modal.ts

@@ -0,0 +1,78 @@
+import { type Page, type Locator } from '@playwright/test';
+
+type ScheduleEntry = {
+  scheduleName?: string;
+  payee?: string;
+  account?: string;
+  amount?: number;
+};
+
+export class ScheduleEditModal {
+  readonly page: Page;
+  readonly locator: Locator;
+  readonly heading: Locator;
+  readonly scheduleNameInput: Locator;
+  readonly payeeInput: Locator;
+  readonly accountInput: Locator;
+  readonly amountInput: Locator;
+  readonly addButton: Locator;
+  readonly saveButton: Locator;
+  readonly cancelButton: Locator;
+
+  constructor(locator: Locator) {
+    this.locator = locator;
+    this.page = locator.page();
+
+    this.heading = locator.getByRole('heading');
+    this.scheduleNameInput = locator.getByRole('textbox', {
+      name: 'Schedule name',
+    });
+    this.payeeInput = locator.getByRole('textbox', { name: 'Payee' });
+    this.accountInput = locator.getByRole('textbox', { name: 'Account' });
+    this.amountInput = locator.getByLabel('Amount');
+    this.addButton = locator.getByRole('button', { name: 'Add' });
+    this.saveButton = locator.getByRole('button', { name: 'Save' });
+    this.cancelButton = locator.getByRole('button', { name: 'Cancel' });
+  }
+
+  async fill(data: ScheduleEntry) {
+    // Using pressSequentially on autocomplete fields here to simulate user typing.
+    // When using .fill(...), playwright just "pastes" the entire word onto the input
+    // and for some reason this breaks the autocomplete highlighting logic
+    // e.g. "Create payee" option is not being highlighted.
+
+    if (data.scheduleName) {
+      await this.scheduleNameInput.fill(data.scheduleName);
+    }
+
+    if (data.payee) {
+      await this.payeeInput.pressSequentially(data.payee);
+      await this.page.keyboard.press('Enter');
+    }
+
+    if (data.account) {
+      await this.accountInput.pressSequentially(data.account);
+      await this.page.keyboard.press('Enter');
+    }
+
+    if (data.amount) {
+      await this.amountInput.fill(String(data.amount));
+    }
+  }
+
+  async save() {
+    await this.saveButton.click();
+  }
+
+  async add() {
+    await this.addButton.click();
+  }
+
+  async cancel() {
+    await this.cancelButton.click();
+  }
+
+  async close() {
+    await this.heading.getByRole('button', { name: 'Close' }).click();
+  }
+}

packages/desktop-client/e2e/page-models/schedules-page.ts

@@ -1,10 +1,6 @@
 import { type Locator, type Page } from '@playwright/test';
 
-type ScheduleEntry = {
-  payee?: string;
-  account?: string;
-  amount?: number;
-};
+import { ScheduleEditModal } from './schedule-edit-modal';
 
 export class SchedulesPage {
   readonly page: Page;
@@ -21,17 +17,12 @@ export class SchedulesPage {
   }
 
   /**
-   * Add a new schedule
+   * Open the schedule edit modal.
    */
-  async addNewSchedule(data: ScheduleEntry) {
+  async addNewSchedule() {
     await this.addNewScheduleButton.click();
 
-    await this._fillScheduleFields(data);
-
-    await this.page
-      .getByTestId('schedule-edit-modal')
-      .getByRole('button', { name: 'Add' })
-      .click();
+    return new ScheduleEditModal(this.page.getByTestId('schedule-edit-modal'));
   }
 
   /**
@@ -83,26 +74,4 @@ export class SchedulesPage {
     await actions.getByRole('button').click();
     await this.page.getByRole('button', { name: actionName }).click();
   }
-
-  async _fillScheduleFields(data: ScheduleEntry) {
-    if (data.payee) {
-      await this.page.getByRole('textbox', { name: 'Payee' }).fill(data.payee);
-      await this.page.keyboard.press('Enter');
-    }
-
-    if (data.account) {
-      await this.page
-        .getByRole('textbox', { name: 'Account' })
-        .fill(data.account);
-      await this.page.keyboard.press('Enter');
-    }
-
-    if (data.amount) {
-      await this.page.getByLabel('Amount').fill(String(data.amount));
-      // For some readon, the input field does not trigger the change event on tests
-      // but it works on the browser. We can revisit this once migration to
-      // react aria components is complete.
-      await this.page.keyboard.press('Enter');
-    }
-  }
 }

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

@@ -35,7 +35,8 @@ test.describe('Rules', () => {
 
   test('creates a rule and makes sure it is applied when creating a transaction', async () => {
     await rulesPage.searchFor('Fast Internet');
-    await rulesPage.createRule({
+    const editRuleModal = await rulesPage.createNewRule();
+    await editRuleModal.fill({
       conditions: [
         {
           field: 'payee',
@@ -50,6 +51,7 @@ test.describe('Rules', () => {
         },
       ],
     });
+    await editRuleModal.save();
 
     const rule = rulesPage.getNthRule(0);
     await expect(rule.conditions).toHaveText(['payee is Fast Internet']);
@@ -73,7 +75,8 @@ test.describe('Rules', () => {
   test('creates a split transaction rule and makes sure it is applied when creating a transaction', async () => {
     rulesPage = await navigation.goToRulesPage();
 
-    await rulesPage.createRule({
+    const editRuleModal = await rulesPage.createNewRule();
+    await editRuleModal.fill({
       conditions: [
         {
           field: 'payee',
@@ -110,6 +113,7 @@ test.describe('Rules', () => {
         ],
       ],
     });
+    await editRuleModal.save();
 
     const accountPage = await navigation.goToAccountPage(
       'Capital One Checking',

packages/desktop-client/e2e/schedules.test.ts

@@ -35,11 +35,13 @@ test.describe('Schedules', () => {
   test('creates a new schedule, posts the transaction and later completes it', async () => {
     test.setTimeout(40000);
 
-    await schedulesPage.addNewSchedule({
+    const scheduleEditModal = await schedulesPage.addNewSchedule();
+    await scheduleEditModal.fill({
       payee: 'Home Depot',
       account: 'HSBC',
       amount: 25,
     });
+    await scheduleEditModal.add();
 
     const schedule = schedulesPage.getNthSchedule(2);
     await expect(schedule.payee).toHaveText('Home Depot');
@@ -91,17 +93,21 @@ test.describe('Schedules', () => {
     test.setTimeout(40000);
 
     // Adding two schedules with the same payee and account and amount, mimicking two different subscriptions
-    await schedulesPage.addNewSchedule({
+    let scheduleEditModal = await schedulesPage.addNewSchedule();
+    await scheduleEditModal.fill({
       payee: 'Apple',
       account: 'HSBC',
       amount: 5,
     });
+    await scheduleEditModal.add();
 
-    await schedulesPage.addNewSchedule({
+    scheduleEditModal = await schedulesPage.addNewSchedule();
+    await scheduleEditModal.fill({
       payee: 'Apple',
       account: 'HSBC',
       amount: 5,
     });
+    await scheduleEditModal.add();
 
     const schedule = schedulesPage.getNthSchedule(2);
     await expect(schedule.payee).toHaveText('Apple');
@@ -154,11 +160,13 @@ test.describe('Schedules', () => {
   test('creates a "full" list of schedules', async () => {
     // Schedules search shouldn't shrink with many schedules
     for (let i = 0; i < 10; i++) {
-      await schedulesPage.addNewSchedule({
+      const scheduleEditModal = await schedulesPage.addNewSchedule();
+      await scheduleEditModal.fill({
         payee: 'Home Depot',
         account: 'HSBC',
         amount: 0,
       });
+      await scheduleEditModal.add();
     }
     await expect(page).toMatchThemeScreenshots();
   });

packages/desktop-client/playwright.config.ts

@@ -11,7 +11,7 @@ export default defineConfig({
     userAgent: 'playwright',
     screenshot: 'on',
     browserName: 'chromium',
-    baseURL: process.env.E2E_START_URL ?? 'http://localhost:3001',
+    baseURL: process.env.E2E_START_URL ?? 'https://localhost:3001',
     trace: 'on-first-retry',
     ignoreHTTPSErrors: true,
   },

packages/desktop-client/src/components/FinancesApp.tsx

@@ -21,7 +21,6 @@ import { Reports } from './reports';
 import { LoadingIndicator } from './reports/LoadingIndicator';
 import { NarrowAlternate, WideComponent } from './responsive';
 import { UserDirectoryPage } from './responsive/wide';
-import { ScrollProvider } from './ScrollProvider';
 import { useMultiuserEnabled } from './ServerContext';
 import { Settings } from './settings';
 import { FloatableSidebar } from './sidebar';
@@ -36,6 +35,7 @@ import { useGlobalPref } from '@desktop-client/hooks/useGlobalPref';
 import { useLocalPref } from '@desktop-client/hooks/useLocalPref';
 import { useMetaThemeColor } from '@desktop-client/hooks/useMetaThemeColor';
 import { useNavigate } from '@desktop-client/hooks/useNavigate';
+import { ScrollProvider } from '@desktop-client/hooks/useScrollListener';
 import { addNotification } from '@desktop-client/notifications/notificationsSlice';
 import { useSelector, useDispatch } from '@desktop-client/redux';
 

packages/desktop-client/src/components/Modals.tsx

@@ -72,7 +72,7 @@ import { UnmigrateBudgetAutomationsModal } from './modals/UnmigrateBudgetAutomat
 import { CategoryLearning } from './payees/CategoryLearning';
 import { DiscoverSchedules } from './schedules/DiscoverSchedules';
 import { PostsOfflineNotification } from './schedules/PostsOfflineNotification';
-import { ScheduleDetails } from './schedules/ScheduleDetails';
+import { ScheduleEditModal } from './schedules/ScheduleEditModal';
 import { ScheduleLink } from './schedules/ScheduleLink';
 import { UpcomingLength } from './schedules/UpcomingLength';
 
@@ -224,7 +224,7 @@ export function Modals() {
           return <TrackingBudgetSummaryModal key={key} {...modal.options} />;
 
         case 'schedule-edit':
-          return <ScheduleDetails key={key} {...modal.options} />;
+          return <ScheduleEditModal key={key} {...modal.options} />;
 
         case 'schedule-link':
           return <ScheduleLink key={key} {...modal.options} />;

packages/desktop-client/src/components/accounts/Account.tsx

@@ -57,6 +57,7 @@ import { useAccounts } from '@desktop-client/hooks/useAccounts';
 import { SchedulesProvider } from '@desktop-client/hooks/useCachedSchedules';
 import { useCategories } from '@desktop-client/hooks/useCategories';
 import { useDateFormat } from '@desktop-client/hooks/useDateFormat';
+import { DisplayPayeeProvider } from '@desktop-client/hooks/useDisplayPayee';
 import { useFailedAccounts } from '@desktop-client/hooks/useFailedAccounts';
 import { useLocalPref } from '@desktop-client/hooks/useLocalPref';
 import { usePayees } from '@desktop-client/hooks/usePayees';
@@ -1760,154 +1761,158 @@ class AccountInternal extends PureComponent<
         filtered={transactionsFiltered}
       >
         {(allTransactions, allBalances) => (
-          <SelectedProviderWithItems
-            name="transactions"
-            items={allTransactions}
-            fetchAllIds={this.fetchAllIds}
-            registerDispatch={dispatch => (this.dispatchSelected = dispatch)}
-            selectAllFilter={selectAllFilter}
-          >
-            <View style={styles.page}>
-              <AccountHeader
-                tableRef={this.table}
-                isNameEditable={isNameEditable ?? false}
-                workingHard={workingHard ?? false}
-                accountId={accountId}
-                account={account}
-                filterId={filterId}
-                savedFilters={this.props.savedFilters}
-                accountName={accountName}
-                accountsSyncing={accountsSyncing}
-                failedAccounts={failedAccounts}
-                accounts={accounts}
-                transactions={transactions}
-                showBalances={showBalances ?? false}
-                showExtraBalances={showExtraBalances ?? false}
-                showCleared={showCleared ?? false}
-                showReconciled={showReconciled ?? false}
-                showEmptyMessage={showEmptyMessage ?? false}
-                balanceQuery={balanceQuery}
-                canCalculateBalance={this?.canCalculateBalance ?? undefined}
-                filteredAmount={filteredAmount}
-                isFiltered={transactionsFiltered ?? false}
-                isSorted={this.state.sort !== null}
-                reconcileAmount={reconcileAmount}
-                search={this.state.search}
-                // @ts-expect-error fix me
-                filterConditions={this.state.filterConditions}
-                filterConditionsOp={this.state.filterConditionsOp}
-                onSearch={this.onSearch}
-                onShowTransactions={this.onShowTransactions}
-                onMenuSelect={this.onMenuSelect}
-                onAddTransaction={this.onAddTransaction}
-                onToggleExtraBalances={this.onToggleExtraBalances}
-                onSaveName={this.onSaveName}
-                saveNameError={this.state.nameError}
-                onReconcile={this.onReconcile}
-                onDoneReconciling={this.onDoneReconciling}
-                onCreateReconciliationTransaction={
-                  this.onCreateReconciliationTransaction
-                }
-                onSync={this.onSync}
-                onImport={this.onImport}
-                onBatchDelete={this.onBatchDelete}
-                onBatchDuplicate={this.onBatchDuplicate}
-                onRunRules={this.onRunRules}
-                onBatchEdit={this.onBatchEdit}
-                onBatchLinkSchedule={this.onBatchLinkSchedule}
-                onBatchUnlinkSchedule={this.onBatchUnlinkSchedule}
-                onCreateRule={this.onCreateRule}
-                onUpdateFilter={this.onUpdateFilter}
-                onClearFilters={this.onClearFilters}
-                onReloadSavedFilter={this.onReloadSavedFilter}
-                onConditionsOpChange={this.onConditionsOpChange}
-                onDeleteFilter={this.onDeleteFilter}
-                onApplyFilter={this.onApplyFilter}
-                onScheduleAction={this.onScheduleAction}
-                onSetTransfer={this.onSetTransfer}
-                onMakeAsSplitTransaction={this.onMakeAsSplitTransaction}
-                onMakeAsNonSplitTransactions={this.onMakeAsNonSplitTransactions}
-                onMergeTransactions={this.onMergeTransactions}
-              />
-
-              <View style={{ flex: 1 }}>
-                <TransactionList
-                  headerContent={undefined}
-                  // @ts-ignore TODO
+          <DisplayPayeeProvider transactions={allTransactions}>
+            <SelectedProviderWithItems
+              name="transactions"
+              items={allTransactions}
+              fetchAllIds={this.fetchAllIds}
+              registerDispatch={dispatch => (this.dispatchSelected = dispatch)}
+              selectAllFilter={selectAllFilter}
+            >
+              <View style={styles.page}>
+                <AccountHeader
                   tableRef={this.table}
+                  isNameEditable={isNameEditable ?? false}
+                  workingHard={workingHard ?? false}
+                  accountId={accountId}
                   account={account}
-                  transactions={transactions}
-                  allTransactions={allTransactions}
-                  loadMoreTransactions={() =>
-                    this.paged && this.paged.fetchNext()
-                  }
+                  filterId={filterId}
+                  savedFilters={this.props.savedFilters}
+                  accountName={accountName}
+                  accountsSyncing={accountsSyncing}
+                  failedAccounts={failedAccounts}
                   accounts={accounts}
-                  category={category}
-                  categoryGroups={categoryGroups}
-                  payees={payees}
-                  balances={allBalances}
-                  showBalances={!!allBalances}
-                  showReconciled={showReconciled}
-                  showCleared={!!showCleared}
-                  showAccount={
-                    !accountId ||
-                    accountId === 'offbudget' ||
-                    accountId === 'onbudget' ||
-                    accountId === 'uncategorized'
+                  transactions={transactions}
+                  showBalances={showBalances ?? false}
+                  showExtraBalances={showExtraBalances ?? false}
+                  showCleared={showCleared ?? false}
+                  showReconciled={showReconciled ?? false}
+                  showEmptyMessage={showEmptyMessage ?? false}
+                  balanceQuery={balanceQuery}
+                  canCalculateBalance={this?.canCalculateBalance ?? undefined}
+                  filteredAmount={filteredAmount}
+                  isFiltered={transactionsFiltered ?? false}
+                  isSorted={this.state.sort !== null}
+                  reconcileAmount={reconcileAmount}
+                  search={this.state.search}
+                  // @ts-expect-error fix me
+                  filterConditions={this.state.filterConditions}
+                  filterConditionsOp={this.state.filterConditionsOp}
+                  onSearch={this.onSearch}
+                  onShowTransactions={this.onShowTransactions}
+                  onMenuSelect={this.onMenuSelect}
+                  onAddTransaction={this.onAddTransaction}
+                  onToggleExtraBalances={this.onToggleExtraBalances}
+                  onSaveName={this.onSaveName}
+                  saveNameError={this.state.nameError}
+                  onReconcile={this.onReconcile}
+                  onDoneReconciling={this.onDoneReconciling}
+                  onCreateReconciliationTransaction={
+                    this.onCreateReconciliationTransaction
                   }
-                  isAdding={this.state.isAdding}
-                  isNew={this.isNew}
-                  isMatched={this.isMatched}
-                  isFiltered={transactionsFiltered}
-                  dateFormat={dateFormat}
-                  hideFraction={hideFraction}
-                  renderEmpty={() =>
-                    showEmptyMessage ? (
-                      <AccountEmptyMessage
-                        onAdd={() =>
-                          this.props.dispatch(
-                            replaceModal({
-                              modal: { name: 'add-account', options: {} },
-                            }),
-                          )
-                        }
-                      />
-                    ) : !loading ? (
-                      <View
-                        style={{
-                          color: theme.tableText,
-                          marginTop: 20,
-                          textAlign: 'center',
-                          fontStyle: 'italic',
-                        }}
-                      >
-                        <Trans>No transactions</Trans>
-                      </View>
-                    ) : null
-                  }
-                  onSort={this.onSort}
-                  sortField={this.state.sort?.field ?? ''}
-                  ascDesc={this.state.sort?.ascDesc ?? 'asc'}
-                  onChange={this.onTransactionsChange}
+                  onSync={this.onSync}
+                  onImport={this.onImport}
                   onBatchDelete={this.onBatchDelete}
                   onBatchDuplicate={this.onBatchDuplicate}
+                  onRunRules={this.onRunRules}
+                  onBatchEdit={this.onBatchEdit}
                   onBatchLinkSchedule={this.onBatchLinkSchedule}
                   onBatchUnlinkSchedule={this.onBatchUnlinkSchedule}
                   onCreateRule={this.onCreateRule}
+                  onUpdateFilter={this.onUpdateFilter}
+                  onClearFilters={this.onClearFilters}
+                  onReloadSavedFilter={this.onReloadSavedFilter}
+                  onConditionsOpChange={this.onConditionsOpChange}
+                  onDeleteFilter={this.onDeleteFilter}
+                  onApplyFilter={this.onApplyFilter}
                   onScheduleAction={this.onScheduleAction}
+                  onSetTransfer={this.onSetTransfer}
+                  onMakeAsSplitTransaction={this.onMakeAsSplitTransaction}
                   onMakeAsNonSplitTransactions={
                     this.onMakeAsNonSplitTransactions
                   }
-                  onRefetch={this.refetchTransactions}
-                  onCloseAddTransaction={() =>
-                    this.setState({ isAdding: false })
-                  }
-                  onCreatePayee={this.onCreatePayee}
-                  onApplyFilter={this.onApplyFilter}
+                  onMergeTransactions={this.onMergeTransactions}
                 />
+
+                <View style={{ flex: 1 }}>
+                  <TransactionList
+                    headerContent={undefined}
+                    // @ts-ignore TODO
+                    tableRef={this.table}
+                    account={account}
+                    transactions={transactions}
+                    allTransactions={allTransactions}
+                    loadMoreTransactions={() =>
+                      this.paged && this.paged.fetchNext()
+                    }
+                    accounts={accounts}
+                    category={category}
+                    categoryGroups={categoryGroups}
+                    payees={payees}
+                    balances={allBalances}
+                    showBalances={!!allBalances}
+                    showReconciled={showReconciled}
+                    showCleared={!!showCleared}
+                    showAccount={
+                      !accountId ||
+                      accountId === 'offbudget' ||
+                      accountId === 'onbudget' ||
+                      accountId === 'uncategorized'
+                    }
+                    isAdding={this.state.isAdding}
+                    isNew={this.isNew}
+                    isMatched={this.isMatched}
+                    isFiltered={transactionsFiltered}
+                    dateFormat={dateFormat}
+                    hideFraction={hideFraction}
+                    renderEmpty={() =>
+                      showEmptyMessage ? (
+                        <AccountEmptyMessage
+                          onAdd={() =>
+                            this.props.dispatch(
+                              replaceModal({
+                                modal: { name: 'add-account', options: {} },
+                              }),
+                            )
+                          }
+                        />
+                      ) : !loading ? (
+                        <View
+                          style={{
+                            color: theme.tableText,
+                            marginTop: 20,
+                            textAlign: 'center',
+                            fontStyle: 'italic',
+                          }}
+                        >
+                          <Trans>No transactions</Trans>
+                        </View>
+                      ) : null
+                    }
+                    onSort={this.onSort}
+                    sortField={this.state.sort?.field ?? ''}
+                    ascDesc={this.state.sort?.ascDesc ?? 'asc'}
+                    onChange={this.onTransactionsChange}
+                    onBatchDelete={this.onBatchDelete}
+                    onBatchDuplicate={this.onBatchDuplicate}
+                    onBatchLinkSchedule={this.onBatchLinkSchedule}
+                    onBatchUnlinkSchedule={this.onBatchUnlinkSchedule}
+                    onCreateRule={this.onCreateRule}
+                    onScheduleAction={this.onScheduleAction}
+                    onMakeAsNonSplitTransactions={
+                      this.onMakeAsNonSplitTransactions
+                    }
+                    onRefetch={this.refetchTransactions}
+                    onCloseAddTransaction={() =>
+                      this.setState({ isAdding: false })
+                    }
+                    onCreatePayee={this.onCreatePayee}
+                    onApplyFilter={this.onApplyFilter}
+                  />
+                </View>
               </View>
-            </View>
-          </SelectedProviderWithItems>
+            </SelectedProviderWithItems>
+          </DisplayPayeeProvider>
         )}
       </AllTransactions>
     );

packages/desktop-client/src/components/autocomplete/CategoryAutocomplete.tsx

@@ -265,6 +265,7 @@ export function CategoryAutocomplete({
       suggestions: CategoryAutocompleteItem[],
       value: string,
     ): CategoryAutocompleteItem[] => {
+      const normalizedValue = getNormalisedString(value);
       return suggestions
         .filter(suggestion => {
           if (suggestion.id === 'split') {
@@ -274,11 +275,11 @@ export function CategoryAutocomplete({
           if (suggestion.group) {
             return (
               getNormalisedString(suggestion.group.name).includes(
-                getNormalisedString(value),
+                normalizedValue,
               ) ||
               getNormalisedString(
                 suggestion.group.name + ' ' + suggestion.name,
-              ).includes(getNormalisedString(value))
+              ).includes(normalizedValue)
             );
           }
 
@@ -286,8 +287,7 @@ export function CategoryAutocomplete({
         })
         .sort(
           (a, b) =>
-            customSort(a, getNormalisedString(value)) -
-            customSort(b, getNormalisedString(value)),
+            customSort(a, normalizedValue) - customSort(b, normalizedValue),
         );
     },
     [],

packages/desktop-client/src/components/autocomplete/PayeeAutocomplete.test.tsx

@@ -7,7 +7,6 @@ import type { AccountEntity, PayeeEntity } from 'loot-core/types/models';
 
 import {
   PayeeAutocomplete,
-  type PayeeAutocompleteItem,
   type PayeeAutocompleteProps,
 } from './PayeeAutocomplete';
 
@@ -137,7 +136,7 @@ describe('PayeeAutocomplete.getPayeeSuggestions', () => {
 
   test('list with less than the maximum favorites adds common payees', async () => {
     //Note that the payees list assumes the payees are already sorted
-    const payees: PayeeAutocompleteItem[] = [
+    const payees: PayeeEntity[] = [
       makePayee('Alice'),
       makePayee('Bob'),
       makePayee('Eve', { favorite: true }),

packages/desktop-client/src/components/autocomplete/PayeeAutocomplete.tsx

@@ -40,22 +40,22 @@ import {
 } from '@desktop-client/payees/payeesSlice';
 import { useDispatch } from '@desktop-client/redux';
 
-export type PayeeAutocompleteItem = PayeeEntity;
+type PayeeAutocompleteItem = PayeeEntity & PayeeItemType;
 
 const MAX_AUTO_SUGGESTIONS = 5;
 
 function getPayeeSuggestions(
-  commonPayees: PayeeAutocompleteItem[],
-  payees: PayeeAutocompleteItem[],
-): (PayeeAutocompleteItem & PayeeItemType)[] {
-  const favoritePayees = payees
+  commonPayees: PayeeEntity[],
+  payees: PayeeEntity[],
+): PayeeAutocompleteItem[] {
+  const favoritePayees: PayeeAutocompleteItem[] = payees
     .filter(p => p.favorite)
     .map(p => {
       return { ...p, itemType: determineItemType(p, true) };
     })
     .sort((a, b) => a.name.localeCompare(b.name));
 
-  let additionalCommonPayees: (PayeeAutocompleteItem & PayeeItemType)[] = [];
+  let additionalCommonPayees: PayeeAutocompleteItem[] = [];
   if (commonPayees?.length > 0) {
     if (favoritePayees.length < MAX_AUTO_SUGGESTIONS) {
       additionalCommonPayees = commonPayees
@@ -71,10 +71,10 @@ function getPayeeSuggestions(
   }
 
   if (favoritePayees.length + additionalCommonPayees.length) {
-    const filteredPayees: (PayeeAutocompleteItem & PayeeItemType)[] = payees
+    const filteredPayees: PayeeAutocompleteItem[] = payees
       .filter(p => !favoritePayees.find(fp => fp.id === p.id))
       .filter(p => !additionalCommonPayees.find(fp => fp.id === p.id))
-      .map<PayeeAutocompleteItem & PayeeItemType>(p => {
+      .map<PayeeAutocompleteItem>(p => {
         return { ...p, itemType: determineItemType(p, false) };
       });
 
@@ -86,14 +86,14 @@ function getPayeeSuggestions(
   });
 }
 
-function filterActivePayees(
-  payees: PayeeAutocompleteItem[],
+function filterActivePayees<T extends PayeeEntity>(
+  payees: T[],
   accounts: AccountEntity[],
-) {
-  return accounts ? getActivePayees(payees, accounts) : payees;
+): T[] {
+  return accounts ? (getActivePayees(payees, accounts) as T[]) : payees;
 }
 
-function filterTransferPayees(payees: PayeeAutocompleteItem[]) {
+function filterTransferPayees<T extends PayeeEntity>(payees: T[]): T[] {
   return payees.filter(payee => !!payee.transfer_acct);
 }
 
@@ -139,10 +139,7 @@ type PayeeItemType = {
   itemType: ItemTypes;
 };
 
-function determineItemType(
-  item: PayeeAutocompleteItem,
-  isCommon: boolean,
-): ItemTypes {
+function determineItemType(item: PayeeEntity, isCommon: boolean): ItemTypes {
   if (item.transfer_acct) {
     return 'account';
   }
@@ -223,7 +220,7 @@ function PayeeList({
 
   // We limit the number of payees shown to 100.
   // So we show a hint that more are available via search.
-  const showSearchForMore = items.length > 100;
+  const showSearchForMore = items.length >= 100;
 
   return (
     <View>
@@ -299,6 +296,17 @@ function PayeeList({
   );
 }
 
+function customSort(obj: PayeeAutocompleteItem, value: string): number {
+  const name = getNormalisedString(obj.name);
+  if (obj.id === 'new') {
+    return -2;
+  }
+  if (name.includes(value)) {
+    return -1;
+  }
+  return 1;
+}
+
 export type PayeeAutocompleteProps = ComponentProps<
   typeof Autocomplete<PayeeAutocompleteItem>
 > & {
@@ -317,7 +325,7 @@ export type PayeeAutocompleteProps = ComponentProps<
     props: ComponentPropsWithoutRef<typeof PayeeItem>,
   ) => ReactElement<typeof PayeeItem>;
   accounts?: AccountEntity[];
-  payees?: PayeeAutocompleteItem[];
+  payees?: PayeeEntity[];
 };
 
 export function PayeeAutocomplete({
@@ -370,7 +378,10 @@ export function PayeeAutocomplete({
       return filteredSuggestions;
     }
 
-    return [{ id: 'new', favorite: false, name: '' }, ...filteredSuggestions];
+    return [
+      { id: 'new', favorite: false, name: '' } as PayeeAutocompleteItem,
+      ...filteredSuggestions,
+    ];
   }, [
     commonPayees,
     payees,
@@ -404,6 +415,40 @@ export function PayeeAutocomplete({
 
   const [payeeFieldFocused, setPayeeFieldFocused] = useState(false);
 
+  const filterSuggestions = (
+    suggestions: PayeeAutocompleteItem[],
+    value: string,
+  ) => {
+    const normalizedValue = getNormalisedString(value);
+    const filtered = suggestions
+      .filter(suggestion => {
+        if (suggestion.id === 'new') {
+          return !value || value === '' || focusTransferPayees ? false : true;
+        }
+
+        return defaultFilterSuggestion(suggestion, value);
+      })
+      .sort(
+        (a, b) =>
+          customSort(a, normalizedValue) - customSort(b, normalizedValue),
+      )
+      // Only show the first 100 results, users can search to find more.
+      // If user want to view all payees, it can be done via the manage payees page.
+      .slice(0, 100);
+
+    if (filtered.length >= 2 && filtered[0].id === 'new') {
+      const firstFiltered = filtered[1];
+      if (
+        getNormalisedString(firstFiltered.name) === normalizedValue &&
+        !firstFiltered.transfer_acct
+      ) {
+        // Exact match found, remove the 'Create payee` option.
+        return filtered.slice(1);
+      }
+    }
+    return filtered;
+  };
+
   return (
     <Autocomplete
       key={focusTransferPayees ? 'transfers' : 'all'}
@@ -435,66 +480,15 @@ export function PayeeAutocomplete({
       onUpdate={(id, inputValue) => onUpdate?.(id, makeNew(id, inputValue))}
       onSelect={handleSelect}
       getHighlightedIndex={suggestions => {
-        if (suggestions.length > 1 && suggestions[0].id === 'new') {
-          return 1;
+        if (suggestions.length === 0) {
+          return null;
+        } else if (suggestions[0].id === 'new') {
+          // Highlight the first payee since the create payee option is at index 0.
+          return suggestions.length > 1 ? 1 : 0;
         }
         return 0;
       }}
-      filterSuggestions={(suggestions, value) => {
-        let filtered = suggestions.filter(suggestion => {
-          if (suggestion.id === 'new') {
-            return !value || value === '' || focusTransferPayees ? false : true;
-          }
-
-          return defaultFilterSuggestion(suggestion, value);
-        });
-
-        filtered.sort((p1, p2) => {
-          const r1 = getNormalisedString(p1.name).startsWith(
-            getNormalisedString(value),
-          );
-          const r2 = getNormalisedString(p2.name).startsWith(
-            getNormalisedString(value),
-          );
-          const r1exact = p1.name.toLowerCase() === value.toLowerCase();
-          const r2exact = p2.name.toLowerCase() === value.toLowerCase();
-
-          // (maniacal laughter) mwahaHAHAHAHAH
-          if (p1.id === 'new') {
-            return -1;
-          } else if (p2.id === 'new') {
-            return 1;
-          } else {
-            if (r1exact && !r2exact) {
-              return -1;
-            } else if (!r1exact && r2exact) {
-              return 1;
-            } else {
-              if (r1 === r2) {
-                return 0;
-              } else if (r1 && !r2) {
-                return -1;
-              } else {
-                return 1;
-              }
-            }
-          }
-        });
-
-        // Only show the first 100 results, users can search to find more.
-        // If user want to view all payees, it can be done via the manage payees page.
-        filtered = filtered.slice(0, 100);
-
-        if (filtered.length >= 2 && filtered[0].id === 'new') {
-          if (
-            filtered[1].name.toLowerCase() === value.toLowerCase() &&
-            !filtered[1].transfer_acct
-          ) {
-            return filtered.slice(1);
-          }
-        }
-        return filtered;
-      }}
+      filterSuggestions={filterSuggestions}
       renderItems={(items, getItemProps, highlightedIndex, inputValue) => (
         <PayeeList
           items={items}

packages/desktop-client/src/components/filters/PayeeFilter.tsx

@@ -1,14 +1,11 @@
 import React from 'react';
 import { useTranslation } from 'react-i18next';
 
-import {
-  PayeeAutocomplete,
-  type PayeeAutocompleteItem,
-} from '@desktop-client/components/autocomplete/PayeeAutocomplete';
+import { type PayeeEntity } from 'loot-core/types/models';
 
-type PayeeFilterValue =
-  | PayeeAutocompleteItem['id']
-  | PayeeAutocompleteItem['id'][];
+import { PayeeAutocomplete } from '@desktop-client/components/autocomplete/PayeeAutocomplete';
+
+type PayeeFilterValue = PayeeEntity['id'] | PayeeEntity['id'][];
 
 /** This component only supports single- or multi-select operations. */
 type PayeeFilterOp = 'is' | 'isNot' | 'oneOf' | 'notOneOf';

packages/desktop-client/src/components/mobile/MobileNavTabs.tsx

@@ -28,7 +28,7 @@ import { useDrag } from '@use-gesture/react';
 
 import * as Platform from 'loot-core/shared/platform';
 
-import { useScrollListener } from '@desktop-client/components/ScrollProvider';
+import { useScrollListener } from '@desktop-client/hooks/useScrollListener';
 import { useSyncServerStatus } from '@desktop-client/hooks/useSyncServerStatus';
 
 const COLUMN_COUNT = 3;

packages/desktop-client/src/components/mobile/transactions/TransactionList.tsx

@@ -40,12 +40,12 @@ import { type TransactionEntity } from 'loot-core/types/models';
 import { ROW_HEIGHT, TransactionListItem } from './TransactionListItem';
 
 import { FloatingActionBar } from '@desktop-client/components/mobile/FloatingActionBar';
-import { useScrollListener } from '@desktop-client/components/ScrollProvider';
 import { useAccounts } from '@desktop-client/hooks/useAccounts';
 import { useCategories } from '@desktop-client/hooks/useCategories';
 import { useLocale } from '@desktop-client/hooks/useLocale';
 import { useNavigate } from '@desktop-client/hooks/useNavigate';
 import { usePayees } from '@desktop-client/hooks/usePayees';
+import { useScrollListener } from '@desktop-client/hooks/useScrollListener';
 import {
   useSelectedDispatch,
   useSelectedItems,

packages/desktop-client/src/components/mobile/transactions/TransactionListWithBalances.tsx

@@ -16,6 +16,7 @@ import {
   CellValue,
   CellValueText,
 } from '@desktop-client/components/spreadsheet/CellValue';
+import { DisplayPayeeProvider } from '@desktop-client/hooks/useDisplayPayee';
 import {
   SelectedProvider,
   useSelected,
@@ -109,8 +110,8 @@ export function TransactionListWithBalances({
   const selectedInst = useSelected('transactions', [...transactions], []);
 
   return (
-    <SelectedProvider instance={selectedInst}>
-      <>
+    <DisplayPayeeProvider transactions={transactions}>
+      <SelectedProvider instance={selectedInst}>
         <View
           style={{
             flexShrink: 0,
@@ -151,8 +152,8 @@ export function TransactionListWithBalances({
             showMakeTransfer={showMakeTransfer}
           />
         </PullToRefresh>
-      </>
-    </SelectedProvider>
+      </SelectedProvider>
+    </DisplayPayeeProvider>
   );
 }
 

packages/desktop-client/src/components/reports/reports/Calendar.tsx

@@ -63,6 +63,7 @@ import { useAccounts } from '@desktop-client/hooks/useAccounts';
 import { SchedulesProvider } from '@desktop-client/hooks/useCachedSchedules';
 import { useCategories } from '@desktop-client/hooks/useCategories';
 import { useDateFormat } from '@desktop-client/hooks/useDateFormat';
+import { DisplayPayeeProvider } from '@desktop-client/hooks/useDisplayPayee';
 import { type FormatType, useFormat } from '@desktop-client/hooks/useFormat';
 import { useLocale } from '@desktop-client/hooks/useLocale';
 import { useMergedRefs } from '@desktop-client/hooks/useMergedRefs';
@@ -618,139 +619,145 @@ function CalendarInner({ widget, parameters }: CalendarInnerProps) {
             />
           </View>
         </View>
-        <SelectedProviderWithItems
-          name="transactions"
-          items={[]}
-          fetchAllIds={async () => []}
-          registerDispatch={() => {}}
-          selectAllFilter={(item: TransactionEntity) =>
-            !item._unmatched && !item.is_parent
-          }
-        >
-          <SchedulesProvider query={undefined}>
-            <View
-              style={{
-                width: '100%',
-                flexGrow: 1,
-                overflow: isNarrowWidth ? 'auto' : 'hidden',
-              }}
-              // TODO: make TableHandleRef conform to HTMLDivEle
-              ref={table as unknown as Ref<HTMLDivElement>}
-            >
-              {!isNarrowWidth ? (
-                <SplitsExpandedProvider initialMode="collapse">
-                  <TransactionList
-                    tableRef={table}
-                    account={undefined}
-                    transactions={transactionsGrouped}
-                    allTransactions={allTransactions}
-                    loadMoreTransactions={loadMoreTransactions}
-                    accounts={accounts}
-                    category={undefined}
-                    categoryGroups={categoryGroups}
-                    payees={payees}
-                    balances={null}
-                    showBalances={false}
-                    showReconciled={true}
-                    showCleared={false}
-                    showAccount={true}
-                    isAdding={false}
-                    isNew={() => false}
-                    isMatched={() => false}
-                    dateFormat={dateFormat}
-                    hideFraction={false}
-                    renderEmpty={() => (
-                      <View
-                        style={{
-                          color: theme.tableText,
-                          marginTop: 20,
-                          textAlign: 'center',
-                          fontStyle: 'italic',
-                        }}
-                      >
-                        <Trans>No transactions</Trans>
-                      </View>
-                    )}
-                    onSort={onSort}
-                    sortField={sortField}
-                    ascDesc={ascDesc}
-                    onChange={() => {}}
-                    onRefetch={() => setDirty(true)}
-                    onCloseAddTransaction={() => {}}
-                    onCreatePayee={async () => null}
-                    onApplyFilter={() => {}}
-                    onBatchDelete={() => {}}
-                    onBatchDuplicate={() => {}}
-                    onBatchLinkSchedule={() => {}}
-                    onBatchUnlinkSchedule={() => {}}
-                    onCreateRule={() => {}}
-                    onScheduleAction={() => {}}
-                    onMakeAsNonSplitTransactions={() => {}}
-                    showSelection={false}
-                    allowSplitTransaction={false}
-                  />
-                </SplitsExpandedProvider>
-              ) : (
-                <animated.div
-                  {...bind()}
-                  style={{
-                    y,
-                    touchAction: 'pan-x',
-                    backgroundColor: theme.mobileNavBackground,
-                    borderTop: `1px solid ${theme.menuBorder}`,
-                    ...styles.shadow,
-                    height: totalHeight + CHEVRON_HEIGHT,
-                    width: '100%',
-                    position: 'fixed',
-                    zIndex: 100,
-                    bottom: 0,
-                    display: isNarrowWidth ? 'flex' : 'none',
-                    flexDirection: 'column',
-                    alignItems: 'center',
-                  }}
-                >
-                  <Button
-                    variant="bare"
-                    onPress={() =>
-                      !mobileTransactionsOpen
-                        ? open({ canceled: false })
-                        : close()
-                    }
-                    className={css({
-                      color: theme.pageTextSubdued,
-                      height: 42,
-                      '&[data-pressed]': { backgroundColor: 'transparent' },
-                    })}
-                  >
-                    {!mobileTransactionsOpen && (
-                      <>
-                        <SvgCheveronUp width={16} height={16} />
-                        <Trans>Show transactions</Trans>
-                      </>
-                    )}
-                    {mobileTransactionsOpen && (
-                      <>
-                        <SvgCheveronDown width={16} height={16} />
-                        <Trans>Hide transactions</Trans>
-                      </>
-                    )}
-                  </Button>
-                  <View
-                    style={{ height: '100%', width: '100%', overflow: 'auto' }}
-                  >
-                    <TransactionListMobile
-                      isLoading={false}
-                      onLoadMore={loadMoreTransactions}
-                      transactions={allTransactions}
-                      onOpenTransaction={onOpenTransaction}
-                      isLoadingMore={false}
+        <DisplayPayeeProvider transactions={allTransactions}>
+          <SelectedProviderWithItems
+            name="transactions"
+            items={[]}
+            fetchAllIds={async () => []}
+            registerDispatch={() => {}}
+            selectAllFilter={(item: TransactionEntity) =>
+              !item._unmatched && !item.is_parent
+            }
+          >
+            <SchedulesProvider query={undefined}>
+              <View
+                style={{
+                  width: '100%',
+                  flexGrow: 1,
+                  overflow: isNarrowWidth ? 'auto' : 'hidden',
+                }}
+                // TODO: make TableHandleRef conform to HTMLDivEle
+                ref={table as unknown as Ref<HTMLDivElement>}
+              >
+                {!isNarrowWidth ? (
+                  <SplitsExpandedProvider initialMode="collapse">
+                    <TransactionList
+                      tableRef={table}
+                      account={undefined}
+                      transactions={transactionsGrouped}
+                      allTransactions={allTransactions}
+                      loadMoreTransactions={loadMoreTransactions}
+                      accounts={accounts}
+                      category={undefined}
+                      categoryGroups={categoryGroups}
+                      payees={payees}
+                      balances={null}
+                      showBalances={false}
+                      showReconciled={true}
+                      showCleared={false}
+                      showAccount={true}
+                      isAdding={false}
+                      isNew={() => false}
+                      isMatched={() => false}
+                      dateFormat={dateFormat}
+                      hideFraction={false}
+                      renderEmpty={() => (
+                        <View
+                          style={{
+                            color: theme.tableText,
+                            marginTop: 20,
+                            textAlign: 'center',
+                            fontStyle: 'italic',
+                          }}
+                        >
+                          <Trans>No transactions</Trans>
+                        </View>
+                      )}
+                      onSort={onSort}
+                      sortField={sortField}
+                      ascDesc={ascDesc}
+                      onChange={() => {}}
+                      onRefetch={() => setDirty(true)}
+                      onCloseAddTransaction={() => {}}
+                      onCreatePayee={async () => null}
+                      onApplyFilter={() => {}}
+                      onBatchDelete={() => {}}
+                      onBatchDuplicate={() => {}}
+                      onBatchLinkSchedule={() => {}}
+                      onBatchUnlinkSchedule={() => {}}
+                      onCreateRule={() => {}}
+                      onScheduleAction={() => {}}
+                      onMakeAsNonSplitTransactions={() => {}}
+                      showSelection={false}
+                      allowSplitTransaction={false}
                     />
-                  </View>
-                </animated.div>
-              )}
-            </View>
-          </SchedulesProvider>
-        </SelectedProviderWithItems>
+                  </SplitsExpandedProvider>
+                ) : (
+                  <animated.div
+                    {...bind()}
+                    style={{
+                      y,
+                      touchAction: 'pan-x',
+                      backgroundColor: theme.mobileNavBackground,
+                      borderTop: `1px solid ${theme.menuBorder}`,
+                      ...styles.shadow,
+                      height: totalHeight + CHEVRON_HEIGHT,
+                      width: '100%',
+                      position: 'fixed',
+                      zIndex: 100,
+                      bottom: 0,
+                      display: isNarrowWidth ? 'flex' : 'none',
+                      flexDirection: 'column',
+                      alignItems: 'center',
+                    }}
+                  >
+                    <Button
+                      variant="bare"
+                      onPress={() =>
+                        !mobileTransactionsOpen
+                          ? open({ canceled: false })
+                          : close()
+                      }
+                      className={css({
+                        color: theme.pageTextSubdued,
+                        height: 42,
+                        '&[data-pressed]': { backgroundColor: 'transparent' },
+                      })}
+                    >
+                      {!mobileTransactionsOpen && (
+                        <>
+                          <SvgCheveronUp width={16} height={16} />
+                          <Trans>Show transactions</Trans>
+                        </>
+                      )}
+                      {mobileTransactionsOpen && (
+                        <>
+                          <SvgCheveronDown width={16} height={16} />
+                          <Trans>Hide transactions</Trans>
+                        </>
+                      )}
+                    </Button>
+                    <View
+                      style={{
+                        height: '100%',
+                        width: '100%',
+                        overflow: 'auto',
+                      }}
+                    >
+                      <TransactionListMobile
+                        isLoading={false}
+                        onLoadMore={loadMoreTransactions}
+                        transactions={allTransactions}
+                        onOpenTransaction={onOpenTransaction}
+                        isLoadingMore={false}
+                      />
+                    </View>
+                  </animated.div>
+                )}
+              </View>
+            </SchedulesProvider>
+          </SelectedProviderWithItems>
+        </DisplayPayeeProvider>
       </View>
     </Page>
   );

packages/desktop-client/src/components/schedules/ScheduleEditModal.tsx

@@ -119,12 +119,12 @@ function updateScheduleConditions(
   };
 }
 
-type ScheduleDetailsProps = Extract<
+type ScheduleEditModalProps = Extract<
   ModalType,
   { name: 'schedule-edit' }
 >['options'];
 
-export function ScheduleDetails({ id, transaction }: ScheduleDetailsProps) {
+export function ScheduleEditModal({ id, transaction }: ScheduleEditModalProps) {
   const locale = useLocale();
   const { t } = useTranslation();
 

packages/desktop-client/src/components/transactions/TransactionsTable.test.tsx

@@ -30,6 +30,7 @@ import { TransactionTable } from './TransactionsTable';
 
 import { AuthProvider } from '@desktop-client/auth/AuthProvider';
 import { SchedulesProvider } from '@desktop-client/hooks/useCachedSchedules';
+import { DisplayPayeeProvider } from '@desktop-client/hooks/useDisplayPayee';
 import { SelectedProviderWithItems } from '@desktop-client/hooks/useSelected';
 import { SplitsExpandedProvider } from '@desktop-client/hooks/useSplitsExpanded';
 import { SpreadsheetProvider } from '@desktop-client/hooks/useSpreadsheet';
@@ -199,30 +200,32 @@ function LiveTransactionTable(props: LiveTransactionTableProps) {
       <AuthProvider>
         <SpreadsheetProvider>
           <SchedulesProvider>
-            <SelectedProviderWithItems
-              name="transactions"
-              items={transactions}
-              fetchAllIds={() => Promise.resolve(transactions.map(t => t.id))}
-            >
-              <SplitsExpandedProvider>
-                <TransactionTable
-                  {...props}
-                  transactions={transactions}
-                  loadMoreTransactions={() => {}}
-                  // @ts-ignore TODO:
-                  commonPayees={[]}
-                  payees={payees}
-                  addNotification={console.log}
-                  onSave={onSave}
-                  onSplit={onSplit}
-                  onAdd={onAdd}
-                  onAddSplit={onAddSplit}
-                  onCreatePayee={onCreatePayee}
-                  showSelection={true}
-                  allowSplitTransaction={true}
-                />
-              </SplitsExpandedProvider>
-            </SelectedProviderWithItems>
+            <DisplayPayeeProvider transactions={transactions}>
+              <SelectedProviderWithItems
+                name="transactions"
+                items={transactions}
+                fetchAllIds={() => Promise.resolve(transactions.map(t => t.id))}
+              >
+                <SplitsExpandedProvider>
+                  <TransactionTable
+                    {...props}
+                    transactions={transactions}
+                    loadMoreTransactions={() => {}}
+                    // @ts-ignore TODO:
+                    commonPayees={[]}
+                    payees={payees}
+                    addNotification={console.log}
+                    onSave={onSave}
+                    onSplit={onSplit}
+                    onAdd={onAdd}
+                    onAddSplit={onAddSplit}
+                    onCreatePayee={onCreatePayee}
+                    showSelection={true}
+                    allowSplitTransaction={true}
+                  />
+                </SplitsExpandedProvider>
+              </SelectedProviderWithItems>
+            </DisplayPayeeProvider>
           </SchedulesProvider>
         </SpreadsheetProvider>
       </AuthProvider>

packages/desktop-client/src/hooks/useDisplayPayee.ts

@@ -1,132 +0,0 @@
-import { useMemo } from 'react';
-import { useTranslation } from 'react-i18next';
-
-import { q } from 'loot-core/shared/query';
-import {
-  type AccountEntity,
-  type PayeeEntity,
-  type TransactionEntity,
-} from 'loot-core/types/models';
-
-import { useAccounts } from './useAccounts';
-import { usePayeesById } from './usePayees';
-import { useTransactions } from './useTransactions';
-
-type Counts = {
-  counts: Record<PayeeEntity['id'], number>;
-  maxCount: number;
-  mostCommonPayeeTransaction: TransactionEntity | null;
-};
-
-type UseDisplayPayeeProps = {
-  transaction?: TransactionEntity | undefined;
-};
-
-export function useDisplayPayee({ transaction }: UseDisplayPayeeProps) {
-  const { t } = useTranslation();
-  const subtransactionsQuery = useMemo(
-    () => q('transactions').filter({ parent_id: transaction?.id }).select('*'),
-    [transaction?.id],
-  );
-  const { transactions: subtransactions = [] } = useTransactions({
-    query: subtransactionsQuery,
-  });
-
-  const accounts = useAccounts();
-  const payeesById = usePayeesById();
-  const payee = payeesById[transaction?.payee || ''];
-
-  return useMemo(() => {
-    if (subtransactions.length === 0) {
-      return getPrettyPayee({
-        t,
-        transaction,
-        payee,
-        transferAccount: accounts.find(
-          a => a.id === payeesById[transaction?.payee || '']?.transfer_acct,
-        ),
-      });
-    }
-
-    const { counts, mostCommonPayeeTransaction } =
-      subtransactions?.reduce(
-        ({ counts, ...result }, sub) => {
-          if (sub.payee) {
-            counts[sub.payee] = (counts[sub.payee] || 0) + 1;
-            if (counts[sub.payee] > result.maxCount) {
-              return {
-                counts,
-                maxCount: counts[sub.payee],
-                mostCommonPayeeTransaction: sub,
-              };
-            }
-          }
-          return { counts, ...result };
-        },
-        { counts: {}, maxCount: 0, mostCommonPayeeTransaction: null } as Counts,
-      ) || {};
-
-    if (!mostCommonPayeeTransaction) {
-      return t('Split (no payee)');
-    }
-
-    const mostCommonPayee = payeesById[mostCommonPayeeTransaction.payee || ''];
-
-    if (!mostCommonPayee) {
-      return t('Split (no payee)');
-    }
-
-    const numDistinctPayees = Object.keys(counts).length;
-
-    return getPrettyPayee({
-      t,
-      transaction: mostCommonPayeeTransaction,
-      payee: mostCommonPayee,
-      transferAccount: accounts.find(
-        a =>
-          a.id ===
-          payeesById[mostCommonPayeeTransaction.payee || '']?.transfer_acct,
-      ),
-      numHiddenPayees: numDistinctPayees - 1,
-    });
-  }, [subtransactions, payeesById, accounts, transaction, payee, t]);
-}
-
-type GetPrettyPayeeProps = {
-  t: ReturnType<typeof useTranslation>['t'];
-  transaction?: TransactionEntity | undefined;
-  payee?: PayeeEntity | undefined;
-  transferAccount?: AccountEntity | undefined;
-  numHiddenPayees?: number | undefined;
-};
-
-function getPrettyPayee({
-  t,
-  transaction,
-  payee,
-  transferAccount,
-  numHiddenPayees = 0,
-}: GetPrettyPayeeProps) {
-  if (!transaction) {
-    return '';
-  }
-
-  const formatPayeeName = (payeeName: string) =>
-    numHiddenPayees > 0
-      ? `${payeeName} ${t('(+{{numHiddenPayees}} more)', {
-          numHiddenPayees,
-        })}`
-      : payeeName;
-
-  const { payee: payeeId } = transaction;
-
-  if (transferAccount) {
-    return formatPayeeName(transferAccount.name);
-  } else if (payee) {
-    return formatPayeeName(payee.name);
-  } else if (payeeId && payeeId.startsWith('new:')) {
-    return formatPayeeName(payeeId.slice('new:'.length));
-  }
-
-  return '';
-}

packages/desktop-client/src/hooks/useDisplayPayee.tsx

@@ -0,0 +1,189 @@
+import { createContext, type ReactNode, useContext, useMemo } from 'react';
+import { useTranslation } from 'react-i18next';
+
+import { q } from 'loot-core/shared/query';
+import {
+  type AccountEntity,
+  type PayeeEntity,
+  type TransactionEntity,
+} from 'loot-core/types/models';
+
+import { useAccounts } from './useAccounts';
+import { usePayeesById } from './usePayees';
+import { useTransactions } from './useTransactions';
+
+type DisplayPayeeContextValue = {
+  displayPayees: Record<TransactionEntity['id'], string>;
+};
+
+const DisplayPayeeContext = createContext<DisplayPayeeContextValue | null>(
+  null,
+);
+
+type DisplayPayeeProviderProps = {
+  transactions: readonly TransactionEntity[];
+  children: ReactNode;
+};
+
+export function DisplayPayeeProvider({
+  transactions,
+  children,
+}: DisplayPayeeProviderProps) {
+  const { t } = useTranslation();
+  const subtransactionsQuery = useMemo(
+    () =>
+      q('transactions')
+        .filter({ parent_id: { $oneof: transactions.map(t => t.id) } })
+        .select('*'),
+    [transactions],
+  );
+  const { transactions: allSubtransactions = [] } = useTransactions({
+    query: subtransactionsQuery,
+    options: { pageCount: transactions.length * 5 },
+  });
+
+  const accounts = useAccounts();
+  const payeesById = usePayeesById();
+
+  const displayPayees = useMemo(() => {
+    return transactions.reduce(
+      (acc, transaction) => {
+        const subtransactions = allSubtransactions.filter(
+          st => st.parent_id === transaction.id,
+        );
+
+        if (subtransactions.length === 0) {
+          acc[transaction.id] = getPrettyPayee({
+            t,
+            transaction,
+            payee: payeesById[transaction?.payee || ''],
+            transferAccount: accounts.find(
+              a => a.id === payeesById[transaction?.payee || '']?.transfer_acct,
+            ),
+          });
+
+          return acc;
+        }
+
+        const { counts, mostCommonPayeeTransaction } =
+          subtransactions.reduce(
+            ({ counts, ...result }, sub) => {
+              if (sub.payee) {
+                counts[sub.payee] = (counts[sub.payee] || 0) + 1;
+                if (counts[sub.payee] > result.maxCount) {
+                  return {
+                    counts,
+                    maxCount: counts[sub.payee],
+                    mostCommonPayeeTransaction: sub,
+                  };
+                }
+              }
+              return { counts, ...result };
+            },
+            {
+              counts: {},
+              maxCount: 0,
+              mostCommonPayeeTransaction: null,
+            } as Counts,
+          ) || {};
+
+        if (!mostCommonPayeeTransaction) {
+          acc[transaction.id] = t('Split (no payee)');
+          return acc;
+        }
+
+        const mostCommonPayee =
+          payeesById[mostCommonPayeeTransaction.payee || ''];
+
+        if (!mostCommonPayee) {
+          acc[transaction.id] = t('Split (no payee)');
+          return acc;
+        }
+
+        const numDistinctPayees = Object.keys(counts).length;
+
+        acc[transaction.id] = getPrettyPayee({
+          t,
+          transaction: mostCommonPayeeTransaction,
+          payee: mostCommonPayee,
+          transferAccount: accounts.find(
+            a =>
+              a.id ===
+              payeesById[mostCommonPayeeTransaction.payee || '']?.transfer_acct,
+          ),
+          numHiddenPayees: numDistinctPayees - 1,
+        });
+
+        return acc;
+      },
+      {} as Record<TransactionEntity['id'], string>,
+    );
+  }, [transactions, allSubtransactions, payeesById, accounts, t]);
+
+  return (
+    <DisplayPayeeContext.Provider value={{ displayPayees }}>
+      {children}
+    </DisplayPayeeContext.Provider>
+  );
+}
+
+type Counts = {
+  counts: Record<PayeeEntity['id'], number>;
+  maxCount: number;
+  mostCommonPayeeTransaction: TransactionEntity | null;
+};
+
+type UseDisplayPayeeProps = {
+  transaction?: TransactionEntity | undefined;
+};
+
+export function useDisplayPayee({ transaction }: UseDisplayPayeeProps) {
+  const context = useContext(DisplayPayeeContext);
+  if (!context) {
+    throw new Error(
+      'useDisplayPayee must be used within a DisplayPayeeContextProvider.',
+    );
+  }
+  const { displayPayees } = context;
+
+  return transaction ? displayPayees[transaction.id] || '' : '';
+}
+
+type GetPrettyPayeeProps = {
+  t: ReturnType<typeof useTranslation>['t'];
+  transaction?: TransactionEntity | undefined;
+  payee?: PayeeEntity | undefined;
+  transferAccount?: AccountEntity | undefined;
+  numHiddenPayees?: number | undefined;
+};
+
+function getPrettyPayee({
+  t,
+  transaction,
+  payee,
+  transferAccount,
+  numHiddenPayees = 0,
+}: GetPrettyPayeeProps) {
+  if (!transaction) {
+    return '';
+  }
+
+  const formatPayeeName = (payeeName: string) =>
+    numHiddenPayees > 0
+      ? `${payeeName} ${t('(+{{numHiddenPayees}} more)', {
+          numHiddenPayees,
+        })}`
+      : payeeName;
+
+  const { payee: payeeId } = transaction;
+
+  if (transferAccount) {
+    return formatPayeeName(transferAccount.name);
+  } else if (payee) {
+    return formatPayeeName(payee.name);
+  } else if (payeeId && payeeId.startsWith('new:')) {
+    return formatPayeeName(payeeId.slice('new:'.length));
+  }
+
+  return '';
+}

packages/desktop-client/src/hooks/useScrollListener.tsx

@@ -42,7 +42,7 @@ type ScrollProviderProps<T extends Element> = {
 export function ScrollProvider<T extends Element>({
   scrollableRef,
   isDisabled,
-  delayMs = 250,
+  delayMs = 100,
   children,
 }: ScrollProviderProps<T>) {
   const previousScrollX = useRef<number | undefined>(undefined);

upcoming-release-notes/5795.md

@@ -0,0 +1,6 @@
+---
+category: Maintenance
+authors: [joel-jeremy]
+---
+
+Re-implement useDisplayPayee to use context to minimize SQL queries