Notes tag autocomplete

.eslintignore

@@ -14,7 +14,6 @@ packages/desktop-client/**/node_modules/*
 packages/desktop-client/node_modules/
 packages/desktop-client/src/icons/**/*
 packages/desktop-client/test-results/
-packages/desktop-client/playwright-report/
 
 packages/desktop-electron/client-build/
 packages/desktop-electron/dist/

.eslintrc.js

@@ -1,3 +1,4 @@
+/* eslint-disable rulesdir/typography */
 const path = require('path');
 
 const rulesDirPlugin = require('eslint-plugin-rulesdir');
@@ -33,23 +34,9 @@ const restrictedImportColors = [
 ];
 
 module.exports = {
-  root: true,
-  env: {
-    browser: true,
-    commonjs: true,
-    es6: true,
-    jest: true,
-    node: true,
-  },
-  plugins: [
-    'prettier',
-    'import',
-    'rulesdir',
-    '@typescript-eslint',
-    'jsx-a11y',
-    'react-hooks',
-  ],
+  plugins: ['prettier', 'import', 'rulesdir', '@typescript-eslint'],
   extends: [
+    'react-app',
     'plugin:react/recommended',
     'plugin:react/jsx-runtime',
     'plugin:prettier/recommended',
@@ -64,184 +51,6 @@ module.exports = {
     vi: true,
   },
   rules: {
-    // http://eslint.org/docs/rules/
-    'array-callback-return': 'warn',
-    'default-case': ['warn', { commentPattern: '^no default$' }],
-    'dot-location': ['warn', 'property'],
-    eqeqeq: ['warn', 'smart'],
-    'new-parens': 'warn',
-    'no-array-constructor': 'warn',
-    'no-caller': 'warn',
-    'no-cond-assign': ['warn', 'except-parens'],
-    'no-const-assign': 'warn',
-    'no-control-regex': 'warn',
-    'no-delete-var': 'warn',
-    'no-dupe-args': 'warn',
-    'no-dupe-class-members': 'warn',
-    'no-dupe-keys': 'warn',
-    'no-duplicate-case': 'warn',
-    'no-empty-character-class': 'warn',
-    'no-empty-pattern': 'warn',
-    'no-eval': 'warn',
-    'no-ex-assign': 'warn',
-    'no-extend-native': 'warn',
-    'no-extra-bind': 'warn',
-    'no-extra-label': 'warn',
-    'no-fallthrough': 'warn',
-    'no-func-assign': 'warn',
-    'no-implied-eval': 'warn',
-    'no-invalid-regexp': 'warn',
-    'no-iterator': 'warn',
-    'no-label-var': 'warn',
-    'no-labels': ['warn', { allowLoop: true, allowSwitch: false }],
-    'no-lone-blocks': 'warn',
-    'no-mixed-operators': [
-      'warn',
-      {
-        groups: [
-          ['&', '|', '^', '~', '<<', '>>', '>>>'],
-          ['==', '!=', '===', '!==', '>', '>=', '<', '<='],
-          ['&&', '||'],
-          ['in', 'instanceof'],
-        ],
-        allowSamePrecedence: false,
-      },
-    ],
-    'no-multi-str': 'warn',
-    'no-global-assign': 'warn',
-    'no-unsafe-negation': 'warn',
-    'no-new-func': 'warn',
-    'no-new-object': 'warn',
-    'no-new-symbol': 'warn',
-    'no-new-wrappers': 'warn',
-    'no-obj-calls': 'warn',
-    'no-octal': 'warn',
-    'no-octal-escape': 'warn',
-    'no-redeclare': 'warn',
-    'no-regex-spaces': 'warn',
-    'no-script-url': 'warn',
-    'no-self-assign': 'warn',
-    'no-self-compare': 'warn',
-    'no-sequences': 'warn',
-    'no-shadow-restricted-names': 'warn',
-    'no-sparse-arrays': 'warn',
-    'no-template-curly-in-string': 'warn',
-    'no-this-before-super': 'warn',
-    'no-throw-literal': 'warn',
-    'no-undef': 'error',
-    'no-unreachable': 'warn',
-    'no-unused-expressions': [
-      'error',
-      {
-        allowShortCircuit: true,
-        allowTernary: true,
-        allowTaggedTemplates: true,
-      },
-    ],
-    'no-unused-labels': 'warn',
-    'no-use-before-define': [
-      'warn',
-      {
-        functions: false,
-        classes: false,
-        variables: false,
-      },
-    ],
-    'no-useless-computed-key': 'warn',
-    'no-useless-concat': 'warn',
-    'no-useless-constructor': 'warn',
-    'no-useless-escape': 'warn',
-    'no-useless-rename': [
-      'warn',
-      {
-        ignoreDestructuring: false,
-        ignoreImport: false,
-        ignoreExport: false,
-      },
-    ],
-    'no-with': 'warn',
-    'no-whitespace-before-property': 'warn',
-    'react-hooks/exhaustive-deps': 'warn',
-    'require-yield': 'warn',
-    'rest-spread-spacing': ['warn', 'never'],
-    strict: ['warn', 'never'],
-    'unicode-bom': ['warn', 'never'],
-    'use-isnan': 'warn',
-    'valid-typeof': 'warn',
-    'no-restricted-properties': [
-      'error',
-      {
-        object: 'require',
-        property: 'ensure',
-        message:
-          'Please use import() instead. More info: https://facebook.github.io/create-react-app/docs/code-splitting',
-      },
-      {
-        object: 'System',
-        property: 'import',
-        message:
-          'Please use import() instead. More info: https://facebook.github.io/create-react-app/docs/code-splitting',
-      },
-    ],
-    'getter-return': 'warn',
-
-    // https://github.com/benmosher/eslint-plugin-import/tree/master/docs/rules
-    'import/first': 'error',
-    'import/no-amd': 'error',
-    'import/no-anonymous-default-export': 'warn',
-    'import/no-webpack-loader-syntax': 'error',
-
-    // https://github.com/yannickcr/eslint-plugin-react/tree/master/docs/rules
-    'react/forbid-foreign-prop-types': ['warn', { allowInPropTypes: true }],
-    'react/jsx-no-comment-textnodes': 'warn',
-    'react/jsx-no-duplicate-props': 'warn',
-    'react/jsx-no-target-blank': 'warn',
-    'react/jsx-no-undef': 'error',
-    'react/jsx-pascal-case': [
-      'warn',
-      {
-        allowAllCaps: true,
-        ignore: [],
-      },
-    ],
-    'react/no-danger-with-children': 'warn',
-    // Disabled because of undesirable warnings
-    // See https://github.com/facebook/create-react-app/issues/5204 for
-    // blockers until its re-enabled
-    // 'react/no-deprecated': 'warn',
-    'react/no-direct-mutation-state': 'warn',
-    'react/no-is-mounted': 'warn',
-    'react/no-typos': 'error',
-    'react/require-render-return': 'error',
-    'react/style-prop-object': 'warn',
-
-    // https://github.com/evcohen/eslint-plugin-jsx-a11y/tree/master/docs/rules
-    'jsx-a11y/alt-text': 'warn',
-    'jsx-a11y/anchor-has-content': 'warn',
-    'jsx-a11y/anchor-is-valid': [
-      'warn',
-      {
-        aspects: ['noHref', 'invalidHref'],
-      },
-    ],
-    'jsx-a11y/aria-activedescendant-has-tabindex': 'warn',
-    'jsx-a11y/aria-props': 'warn',
-    'jsx-a11y/aria-proptypes': 'warn',
-    'jsx-a11y/aria-role': ['warn', { ignoreNonDOM: true }],
-    'jsx-a11y/aria-unsupported-elements': 'warn',
-    'jsx-a11y/heading-has-content': 'warn',
-    'jsx-a11y/iframe-has-title': 'warn',
-    'jsx-a11y/img-redundant-alt': 'warn',
-    'jsx-a11y/no-access-key': 'warn',
-    'jsx-a11y/no-distracting-elements': 'warn',
-    'jsx-a11y/no-redundant-roles': 'warn',
-    'jsx-a11y/role-has-required-aria-props': 'warn',
-    'jsx-a11y/role-supports-aria-props': 'warn',
-    'jsx-a11y/scope': 'warn',
-
-    // https://github.com/facebook/react/tree/main/packages/eslint-plugin-react-hooks
-    'react-hooks/rules-of-hooks': 'error',
-
     'prettier/prettier': 'warn',
 
     // Note: base rule explicitly disabled in favor of the TS one
@@ -251,7 +60,6 @@ module.exports = {
       {
         varsIgnorePattern: '^(_|React)',
         ignoreRestSiblings: true,
-        caughtErrors: 'none',
       },
     ],
 
@@ -358,63 +166,9 @@ module.exports = {
     'prefer-const': 'warn',
     'prefer-spread': 'off',
     '@typescript-eslint/no-empty-function': 'off',
-    '@typescript-eslint/no-require-imports': 'off',
     'import/no-default-export': 'warn',
   },
   overrides: [
-    {
-      files: ['**/*.ts?(x)'],
-      parser: '@typescript-eslint/parser',
-      parserOptions: {
-        ecmaVersion: 2018,
-        sourceType: 'module',
-        ecmaFeatures: {
-          jsx: true,
-        },
-
-        // typescript-eslint specific options
-        warnOnUnsupportedTypeScriptVersion: true,
-      },
-      plugins: ['@typescript-eslint'],
-      // If adding a typescript-eslint version of an existing ESLint rule,
-      // make sure to disable the ESLint rule here.
-      rules: {
-        // TypeScript's `noFallthroughCasesInSwitch` option is more robust (#6906)
-        'default-case': 'off',
-        // 'tsc' already handles this (https://github.com/typescript-eslint/typescript-eslint/issues/291)
-        'no-dupe-class-members': 'off',
-        // 'tsc' already handles this (https://github.com/typescript-eslint/typescript-eslint/issues/477)
-        'no-undef': 'off',
-
-        // Add TypeScript specific rules (and turn off ESLint equivalents)
-        '@typescript-eslint/consistent-type-assertions': 'warn',
-        'no-array-constructor': 'off',
-        '@typescript-eslint/no-array-constructor': 'warn',
-        'no-redeclare': 'off',
-        '@typescript-eslint/no-redeclare': 'warn',
-        'no-use-before-define': 'off',
-        '@typescript-eslint/no-use-before-define': [
-          'warn',
-          {
-            functions: false,
-            classes: false,
-            variables: false,
-            typedefs: false,
-          },
-        ],
-        'no-unused-expressions': 'off',
-        '@typescript-eslint/no-unused-expressions': [
-          'error',
-          {
-            allowShortCircuit: true,
-            allowTernary: true,
-            allowTaggedTemplates: true,
-          },
-        ],
-        'no-useless-constructor': 'off',
-        '@typescript-eslint/no-useless-constructor': 'warn',
-      },
-    },
     {
       files: ['.eslintrc.js', './**/.eslintrc.js'],
       parserOptions: { project: null },
@@ -435,7 +189,7 @@ module.exports = {
           'warn',
           { prefer: 'type-imports', fixStyle: 'inline-type-imports' },
         ],
-        '@typescript-eslint/no-restricted-types': [
+        '@typescript-eslint/ban-types': [
           'warn',
           {
             types: {
@@ -443,6 +197,7 @@ module.exports = {
               FunctionComponent: { message: ruleFCMsg },
               FC: { message: ruleFCMsg },
             },
+            extendDefaults: true,
           },
         ],
       },
@@ -526,8 +281,8 @@ module.exports = {
         './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/envelope/HoldMenu.tsx',
-        './packages/desktop-client/src/components/budget/envelope/TransferMenu.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',
@@ -577,23 +332,8 @@ module.exports = {
         'react-hooks/exhaustive-deps': 'off',
       },
     },
-    {
-      files: [
-        '.eslintrc.js',
-        '*.test.js',
-        '*.test.ts',
-        '*.test.jsx',
-        '*.test.tsx',
-      ],
-      rules: {
-        'rulesdir/typography': 'off',
-      },
-    },
   ],
   settings: {
-    react: {
-      version: 'detect',
-    },
     'import/resolver': {
       typescript: {
         alwaysTryTypes: true,

.github/workflows/electron-master.yml

@@ -40,7 +40,6 @@ jobs:
           python3 -m pip install setuptools
       - if: ${{ startsWith(matrix.os, 'ubuntu') }}
         run: |
-          sudo apt-get update
           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
@@ -49,17 +48,13 @@ jobs:
           sudo flatpak install org.electronjs.Electron2.BaseApp/x86_64/23.08 -y
       - name: Set up environment
         uses: ./.github/actions/setup
-      - name: Build Electron for Mac
-        if: ${{ startsWith(matrix.os, 'macos') }}
+      - name: Build Electron
         run: ./bin/package-electron
         env:
           CSC_KEY_PASSWORD: ${{ secrets.CSC_KEY_PASSWORD }}
           CSC_LINK: ${{ secrets.CSC_LINK }}
           APPLE_ID: ${{ secrets.APPLE_ID }}
           APPLE_APP_SPECIFIC_PASSWORD: ${{ secrets.APPLE_APP_SPECIFIC_PASSWORD }}
-      - name: Build Electron
-        if: ${{ ! startsWith(matrix.os, 'macos') }}
-        run: ./bin/package-electron
       - name: Upload Build
         uses: actions/upload-artifact@v4
         with:
@@ -67,22 +62,13 @@ jobs:
           path: |
             packages/desktop-electron/dist/*.dmg
             packages/desktop-electron/dist/*.exe
-            !packages/desktop-electron/dist/Actual-windows.exe
             packages/desktop-electron/dist/*.AppImage
             packages/desktop-electron/dist/*.flatpak
-      - name: Upload Windows Store Build
-        if: ${{ startsWith(matrix.os, 'windows') }}
-        uses: actions/upload-artifact@v4
-        with:
-          name: actual-electron-${{ matrix.os }}-appx
-          path: |
-            packages/desktop-electron/dist/*.appx
       - 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/Actual-windows.exe
             packages/desktop-electron/dist/*.AppImage
             packages/desktop-electron/dist/*.flatpak

.github/workflows/electron-pr.yml

@@ -35,7 +35,6 @@ jobs:
           python3 -m pip install setuptools
       - if: ${{ startsWith(matrix.os, 'ubuntu') }}
         run: |
-          sudo apt-get update
           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
@@ -53,13 +52,5 @@ jobs:
           path: |
             packages/desktop-electron/dist/*.dmg
             packages/desktop-electron/dist/*.exe
-            !packages/desktop-electron/dist/Actual-windows.exe
             packages/desktop-electron/dist/*.AppImage
             packages/desktop-electron/dist/*.flatpak
-      - name: Upload Windows Store Build
-        if: ${{ startsWith(matrix.os, 'windows') }}
-        uses: actions/upload-artifact@v4
-        with:
-          name: actual-electron-${{ matrix.os }}-appx
-          path: |
-            packages/desktop-electron/dist/*.appx

.github/workflows/netlify-release.yml

@@ -1,43 +0,0 @@
-name: Deploy Netlify Release
-
-defaults:
-  run:
-    shell: bash
-
-env:
-  CI: true
-
-on:
-  push:
-    tags:
-      - v**
-
-concurrency:
-  group: ${{ github.workflow }}-${{ github.ref }}
-  cancel-in-progress: false
-
-jobs:
-  build-and-deploy:
-    runs-on: ubuntu-latest
-    steps:
-      - name: Repository Checkout
-        uses: actions/checkout@v4
-    
-      - name: Set up environment
-        uses: ./.github/actions/setup
-    
-      - name: Install Netlify
-        run: npm install netlify-cli@17.10.1 -g
-    
-      - name: Build Actual
-        run: ./bin/package-browser
-
-      - name: Deploy to Netlify
-        id: netlify_deploy
-        run: |
-          netlify deploy \
-            --dir packages/desktop-client/build \
-            --site ${{ secrets.NETLIFY_SITE_ID }} \
-            --auth ${{ secrets.NETLIFY_API_TOKEN }} \
-            --filter @actual-app/web \
-            --prod

.github/workflows/size-compare.yml

@@ -25,7 +25,7 @@ jobs:
       pull-requests: write
     steps:
       - name: Wait for ${{github.base_ref}} build to succeed
-        uses: fountainhead/action-wait-for-check@v1.2.0
+        uses: fountainhead/action-wait-for-check@v1.1.0
         id: master-build
         with:
           token: ${{ secrets.GITHUB_TOKEN }}
@@ -33,7 +33,7 @@ jobs:
           ref: ${{github.base_ref}}
 
       - name: Wait for PR build to succeed
-        uses: fountainhead/action-wait-for-check@v1.2.0
+        uses: fountainhead/action-wait-for-check@v1.1.0
         id: wait-for-build
         with:
           token: ${{ secrets.GITHUB_TOKEN }}
@@ -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@v6
+        uses: dawidd6/action-download-artifact@v3
         id: pr-build
         with:
           branch: ${{github.base_ref}}
@@ -55,13 +55,12 @@ jobs:
           path: base
 
       - name: Download build artifact from PR
-        uses: dawidd6/action-download-artifact@v6
+        uses: dawidd6/action-download-artifact@v3
         with:
           pr: ${{github.event.pull_request.number}}
           workflow: build.yml
           name: build-stats
           path: head
-          allow_forks: true
 
       - name: Strip content hashes from stats files
         run: |
@@ -71,14 +70,14 @@ jobs:
           sed -i -E 's/index\.[0-9a-zA-Z_-]{8,}\./index./g' ./base/web-stats.json
           sed -i -E 's/\.[0-9a-zA-Z_-]{8,}\.chunk\././g' ./base/web-stats.json
           sed -i -E 's/\.[0-9a-f]{8,}\././g' ./base/*.json
-      - uses: twk3/rollup-size-compare-action@v1.1.1
+      - uses: twk3/rollup-size-compare-action@v1.0.0
         with:
           github-token: ${{ secrets.GITHUB_TOKEN }}
           current-stats-json-path: ./head/web-stats.json
           base-stats-json-path: ./base/web-stats.json
           title: desktop-client
 
-      - uses: github/webpack-bundlesize-compare-action@v2.1.0
+      - uses: github/webpack-bundlesize-compare-action@v1.8.2
         with:
           github-token: ${{ secrets.GITHUB_TOKEN }}
           current-stats-json-path: ./head/loot-core-stats.json

.github/workflows/stale.yml

@@ -7,20 +7,10 @@ jobs:
   stale:
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/stale@v9
+      - uses: actions/stale@v8
         with:
           stale-pr-message: 'This PR is stale because it has been open 30 days with no activity. Remove stale label or comment or this will be closed in 5 days.'
           close-pr-message: 'This PR was closed because it has been stalled for 5 days with no activity.'
           days-before-stale: 30
           days-before-close: 5
           days-before-issue-stale: -1
-  stale-wip:
-    runs-on: ubuntu-latest
-    steps:
-      - uses: actions/stale@v9
-        with:
-          stale-pr-message: ':wave: Hi! It looks like this PR has not had any changes for a week now. Would you like someone to review this PR? If so - please remove the "[WIP]" prefix from the PR title. That will let the community know that this PR is open for a review.'
-          days-before-stale: 7
-          any-of-labels: ':construction: WIP'
-          days-before-close: -1
-          days-before-issue-stale: -1

.github/workflows/update-vrt.yml

@@ -1,55 +0,0 @@
-name: /update-vrt
-on:
-  issue_comment:
-    types: [ created ]
-
-permissions:
-  pull-requests: write
-  contents: write
-
-concurrency:
-  group: ${{ github.workflow }}-${{ github.event.issue.number }}
-  cancel-in-progress: true
-
-jobs:
-  update-vrt:
-    name: Update VRT
-    runs-on: ubuntu-latest
-    if: |
-      github.event.issue.pull_request &&
-      contains(github.event.comment.body, '/update-vrt')
-    container:
-      image: mcr.microsoft.com/playwright:v1.41.1-jammy
-    steps:
-      - name: Get PR branch
-#        Until https://github.com/xt0rted/pull-request-comment-branch/issues/322 is resolved we use the forked version
-        uses: gotson/pull-request-comment-branch@head-repo-owner-dist
-        id: comment-branch
-      - uses: actions/checkout@v4
-        with:
-          repository: ${{ steps.comment-branch.outputs.head_owner }}/${{ steps.comment-branch.outputs.head_repo }}
-          ref: ${{ steps.comment-branch.outputs.head_ref }}
-      - name: Set up environment
-        uses: ./.github/actions/setup
-      - name: Wait for Netlify build to finish
-        id: netlify
-        env:
-          COMMIT_SHA: ${{ steps.comment-branch.outputs.head_sha }}
-          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
-        run: ./.github/actions/netlify-wait-for-build
-      - name: Run VRT Tests on Netlify URL
-        run: yarn vrt --update-snapshots
-        env:
-          E2E_START_URL: ${{ steps.netlify.outputs.url }}
-      - name: Commit and push changes
-        run: |
-          git config --system --add safe.directory "*"
-          git config --global user.name "github-actions[bot]"
-          git config --global user.email "github-actions[bot]@users.noreply.github.com"
-          git add "**/*.png"
-          if git diff --staged --quiet; then
-            echo "No changes to commit"
-            exit 0
-          fi
-          git commit -m "Update VRT"
-          git push origin HEAD:${{ steps.comment-branch.outputs.head_ref }}

.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

@@ -21,7 +21,6 @@ packages/api/dist
 packages/api/@types
 packages/crdt/dist
 packages/desktop-electron/client-build
-packages/desktop-electron/build
 packages/desktop-electron/.electron-symbols
 packages/desktop-electron/dist
 packages/desktop-electron/loot-core
@@ -47,9 +46,3 @@ bundle.mobile.js.map
 
 # Misc
 .#*
-
-# Local Netlify folder
-.netlify
-
-# build output
-package.tgz

.husky/pre-commit

@@ -1 +0,0 @@
-yarn lint-staged

.yarnrc.yml

@@ -4,4 +4,4 @@ enableGlobalCache: false
 
 nodeLinker: node-modules
 
-yarnPath: .yarn/releases/yarn-4.3.1.cjs
+yarnPath: .yarn/releases/yarn-4.0.2.cjs

README.md

@@ -14,40 +14,22 @@ Want to say thanks? Click the ⭐ at the top of the page.
 
 - Actual [discord](https://discord.gg/pRYNYr4W5A) community.
 - Actual [Community Documentation](https://actualbudget.org/docs)
-- [Frequently asked questions](https://actualbudget.org/docs/faq)
 
 ## Installation
 
-There are four ways to deploy Actual:
+If you are only interested in running the latest version and not contributing to the source code, you don't need to clone this repo. You can get the latest version through npm.
 
-1. One-click deployment [via PikaPods](https://www.pikapods.com/pods?run=actual) (~1.40 $/month) - recommended for non-technical users
-1. Managed hosting [via Fly.io](https://actualbudget.org/docs/install/fly) (~1.50 $/month)
-1. Self-hosted by using [a Docker image](https://actualbudget.org/docs/install/docker)
-1. Local-only apps - [downloadable Windows, Mac and Linux apps](https://actualbudget.org/download/) you can run on your device
+### The easy way: using a server (recommended)
 
-Learn more in the [installation instructions docs](https://actualbudget.org/docs/install/).
+The easiest way to get Actual running is to use the [actual-server](https://github.com/actualbudget/actual-server) project. That is the server for syncing changes across devices, and it comes with the latest version of Actual. The server will provide both the web project and a server for syncing.
 
-## Ready to Start Budgeting?
-
-Read about [Envelope budgeting](https://actualbudget.org/docs/getting-started/envelope-budgeting) to know more about the idea behind Actual Budget.
-
-### Are you new to budgeting or want to start fresh?
-
-Check out the community's [Starting Fresh](https://actualbudget.org/docs/getting-started/starting-fresh) guide so you can quickly get up and running!
-
-### Are you migrating from other budgeting apps?
-
-Check out the community's [Migration](https://actualbudget.org/docs/migration/) guide to start jumping on the Actual Budget train!
+You can get up and running quickly and easily by following our [Running Actual Locally Guide](https://actualbudget.org/docs/install/local)
 
 ## Documentation
 
 We have a wide range of documentation on how to use Actual, this is all available in our [Community Documentation](https://actualbudget.org/docs), this includes topics on Budgeting, Account Management, Tips & Tricks and some documentation for developers.
 
-## Contributing
-
-Actual is a community driven product. Learn more about [contributing to Actual](https://actualbudget.org/docs/contributing/).
-
-### Code structure
+## Code structure
 
 The Actual app is split up into a few packages:
 
@@ -57,23 +39,15 @@ The Actual app is split up into a few packages:
 
 More information on the project structure is available in our [community documentation](https://actualbudget.org/docs/contributing/project-details).
 
-### Feature Requests
+## Feature Requests
 
 Current feature requests can be seen [here](https://github.com/actualbudget/actual/issues?q=is%3Aissue+label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc).
 Vote for your favorite requests by reacting :+1: to the top comment of the request.
 
 To add new feature requests, open a new Issue of the "Feature Request" type.
 
-### Translation
-
-Make Actual Budget accessible to more people by helping with the [Internationalization](https://actualbudget.org/docs/contributing/i18n/) of Actual. We are using a crowd sourcing tool to manage the translations, see our [Weblate Project](https://hosted.weblate.org/projects/actualbudget/). Weblate proudly supports open-source software projects through their [Libre plan](https://weblate.org/en/hosting/#libre). 
-
-## Repo Activity
-
-![Alt](https://repobeats.axiom.co/api/embed/e20537dd8b74956f86736726ccfbc6f0565bec22.svg 'Repobeats analytics image')
-
 ## Sponsors
 
-Thanks to our wonderful sponsors who make Actual Budget possible!
+Thanks to our wonderful sponsors who make Actual budget possible!
 
 <a href="https://www.netlify.com"> <img src="https://www.netlify.com/v3/img/components/netlify-color-accent.svg" alt="Deploys by Netlify" /> </a>

bin/package-electron

@@ -34,9 +34,11 @@ if [ "$OSTYPE" == "msys" ]; then
     fi
 fi
 
+yarn rebuild-electron
+
 yarn workspace loot-core build:node
 
-yarn workspace @actual-app/web build --mode=desktop
+yarn workspace @actual-app/web build
 
 yarn workspace desktop-electron update-client
 
@@ -48,10 +50,10 @@ yarn workspace desktop-electron update-client
         if [ -f ../../.secret-tokens ]; then
             source ../../.secret-tokens
         fi
-        yarn build
+        yarn build --publish never --arm64 --x64
 
         echo "\nCreated release"
     else
-        SKIP_NOTARIZATION=true yarn build
+        SKIP_NOTARIZATION=true yarn build --publish never --x64
     fi
 )

bin/run-vrt

@@ -1,32 +0,0 @@
-#!/bin/sh
-
-# See here for more information: https://github.com/actualbudget/actual/tree/master/packages/desktop-client#visual-regression
-
-if [ ! -d "node_modules" ] || [ "$(ls -A node_modules)" = "" ]; then
-    yarn
-fi
-
-E2E_START_URL="${E2E_START_URL:-https://localhost:3001}"
-VRT_ARGS=""
-
-# Loop through all arguments
-while [ $# -gt 0 ]; do
-    key="$1"
-    case $key in
-        --e2e-start-url)
-            E2E_START_URL="$2"
-            shift
-            ;;
-        *)
-            VRT_ARGS="$VRT_ARGS $1"
-            ;;
-    esac
-    shift
-done
-
-echo "Running VRT tests with the following parameters:"
-echo "E2E_START_URL: $E2E_START_URL"
-echo "VRT_ARGS: $VRT_ARGS"
-
-MSYS_NO_PATHCONV=1 docker run --rm --network host -v "$(pwd)":/work/ -w /work/ -it mcr.microsoft.com/playwright:v1.41.1-jammy /bin/bash \
-  -c "E2E_START_URL=$E2E_START_URL yarn vrt $VRT_ARGS"

package.json

@@ -30,42 +30,33 @@
     "build:browser": "./bin/package-browser",
     "build:desktop": "./bin/package-electron",
     "build:api": "yarn workspace @actual-app/api build",
-    "generate:i18n": "yarn workspace @actual-app/web generate:i18n",
     "test": "yarn workspaces foreach --all --parallel --verbose run test",
     "test:debug": "yarn workspaces foreach --all --verbose run test",
     "e2e": "yarn workspaces foreach --all --parallel --verbose run e2e",
     "vrt": "yarn workspaces foreach --all --parallel --verbose run vrt",
-    "vrt:docker": "./bin/run-vrt",
     "rebuild-electron": "./node_modules/.bin/electron-rebuild -f -m ./packages/loot-core",
     "rebuild-node": "yarn workspace loot-core rebuild",
     "lint": "eslint . --max-warnings 0 --ext .js,.jsx,.ts,.tsx",
     "lint:verbose": "DEBUG=eslint:cli-engine eslint . --max-warnings 0",
     "typecheck": "yarn tsc && tsc-strict",
-    "jq": "./node_modules/node-jq/bin/jq",
-    "prepare": "husky"
+    "jq": "./node_modules/node-jq/bin/jq"
   },
   "devDependencies": {
-    "@typescript-eslint/eslint-plugin": "^8.1.0",
-    "@typescript-eslint/parser": "^8.1.0",
-    "confusing-browser-globals": "^1.0.11",
     "cross-env": "^7.0.3",
-    "eslint": "^8.57.0",
+    "eslint": "^8.37.0",
     "eslint-config-prettier": "^9.1.0",
-    "eslint-import-resolver-typescript": "3.6.1",
-    "eslint-plugin-import": "2.29.1",
-    "eslint-plugin-jsx-a11y": "^6.9.0",
-    "eslint-plugin-prettier": "5.2.1",
-    "eslint-plugin-react": "7.35.0",
-    "eslint-plugin-react-hooks": "^4.6.2",
+    "eslint-config-react-app": "7.0.1",
+    "eslint-import-resolver-typescript": "3.5.5",
+    "eslint-plugin-import": "2.27.5",
+    "eslint-plugin-prettier": "5.1.3",
+    "eslint-plugin-react": "7.32.2",
     "eslint-plugin-rulesdir": "^0.2.2",
-    "husky": "^9.0.11",
-    "lint-staged": "^15.2.9",
     "node-jq": "^4.0.1",
     "npm-run-all": "^4.1.5",
-    "prettier": "3.3.3",
+    "prettier": "3.2.4",
     "source-map-support": "^0.5.21",
-    "typescript": "^5.5.4",
-    "typescript-strict-plugin": "^2.4.4"
+    "typescript": "^5.0.2",
+    "typescript-strict-plugin": "^2.2.2-beta.2"
   },
   "resolutions": {
     "rollup": "4.9.4"
@@ -73,10 +64,7 @@
   "engines": {
     "node": ">=18.0.0"
   },
-  "lint-staged": {
-    "*.{js,jsx,ts,tsx,md,json}": "prettier --write"
-  },
-  "packageManager": "yarn@4.3.1",
+  "packageManager": "yarn@4.0.2",
   "browserslist": [
     "electron 24.0",
     "defaults"

packages/api/methods.test.ts

@@ -58,19 +58,6 @@ describe('API CRUD operations', () => {
     await api.loadBudget(budgetName);
   });
 
-  // api: getBudgets
-  test('getBudgets', async () => {
-    const budgets = await api.getBudgets();
-    expect(budgets).toEqual(
-      expect.arrayContaining([
-        expect.objectContaining({
-          id: 'test-budget',
-          name: 'Default Test Db',
-        }),
-      ]),
-    );
-  });
-
   // apis: getCategoryGroups, createCategoryGroup, updateCategoryGroup, deleteCategoryGroup
   test('CategoryGroups: successfully update category groups', async () => {
     const month = '2023-10';
@@ -81,22 +68,28 @@ describe('API CRUD operations', () => {
     expect(groups).toEqual(
       expect.arrayContaining([
         expect.objectContaining({
-          hidden: false,
+          hidden: 0,
           id: 'fc3825fd-b982-4b72-b768-5b30844cf832',
-          is_income: false,
+          is_income: 0,
           name: 'Usual Expenses',
+          sort_order: 16384,
+          tombstone: 0,
         }),
         expect.objectContaining({
-          hidden: false,
+          hidden: 0,
           id: 'a137772f-cf2f-4089-9432-822d2ddc1466',
-          is_income: false,
+          is_income: 0,
           name: 'Investments and Savings',
+          sort_order: 32768,
+          tombstone: 0,
         }),
         expect.objectContaining({
-          hidden: false,
+          hidden: 0,
           id: '2E1F5BDB-209B-43F9-AF2C-3CE28E380C00',
-          is_income: true,
+          is_income: 1,
           name: 'Income',
+          sort_order: 32768,
+          tombstone: 0,
         }),
       ]),
     );
@@ -258,7 +251,7 @@ describe('API CRUD operations', () => {
     );
   });
 
-  //apis: createAccount, getAccounts, updateAccount, closeAccount, deleteAccount, reopenAccount, getAccountBalance
+  //apis: createAccount, getAccounts, updateAccount, closeAccount, deleteAccount, reopenAccount
   test('Accounts: successfully complete account operators', async () => {
     const accountId1 = await api.createAccount(
       { name: 'test-account1', offbudget: true },
@@ -279,9 +272,6 @@ describe('API CRUD operations', () => {
       ]),
     );
 
-    expect(await api.getAccountBalance(accountId1)).toEqual(1000);
-    expect(await api.getAccountBalance(accountId2)).toEqual(0);
-
     await api.updateAccount(accountId1, { offbudget: false });
     await api.closeAccount(accountId1, accountId2, null);
     await api.deleteAccount(accountId2);
@@ -356,221 +346,13 @@ describe('API CRUD operations', () => {
     );
   });
 
-  // apis: getRules, getPayeeRules, createRule, updateRule, deleteRule
-  test('Rules: successfully update rules', async () => {
-    await api.createPayee({ name: 'test-payee' });
-    await api.createPayee({ name: 'test-payee2' });
-
-    // create our test rules
-    const rule = await api.createRule({
-      stage: 'pre',
-      conditionsOp: 'and',
-      conditions: [
-        {
-          field: 'payee',
-          op: 'is',
-          value: 'test-payee',
-        },
-      ],
-      actions: [
-        {
-          op: 'set',
-          field: 'category',
-          value: 'fc3825fd-b982-4b72-b768-5b30844cf832',
-        },
-      ],
-    });
-    const rule2 = await api.createRule({
-      stage: 'pre',
-      conditionsOp: 'and',
-      conditions: [
-        {
-          field: 'payee',
-          op: 'is',
-          value: 'test-payee2',
-        },
-      ],
-      actions: [
-        {
-          op: 'set',
-          field: 'category',
-          value: 'fc3825fd-b982-4b72-b768-5b30844cf832',
-        },
-      ],
-    });
-
-    // get existing rules
-    const rules = await api.getRules();
-    expect(rules).toEqual(
-      expect.arrayContaining([
-        expect.objectContaining({
-          actions: expect.arrayContaining([
-            expect.objectContaining({
-              field: 'category',
-              op: 'set',
-              type: 'id',
-              value: 'fc3825fd-b982-4b72-b768-5b30844cf832',
-            }),
-          ]),
-          conditions: expect.arrayContaining([
-            expect.objectContaining({
-              field: 'payee',
-              op: 'is',
-              type: 'id',
-              value: 'test-payee2',
-            }),
-          ]),
-          conditionsOp: 'and',
-          id: rule2.id,
-          stage: 'pre',
-        }),
-        expect.objectContaining({
-          actions: expect.arrayContaining([
-            expect.objectContaining({
-              field: 'category',
-              op: 'set',
-              type: 'id',
-              value: 'fc3825fd-b982-4b72-b768-5b30844cf832',
-            }),
-          ]),
-          conditions: expect.arrayContaining([
-            expect.objectContaining({
-              field: 'payee',
-              op: 'is',
-              type: 'id',
-              value: 'test-payee',
-            }),
-          ]),
-          conditionsOp: 'and',
-          id: rule.id,
-          stage: 'pre',
-        }),
-      ]),
-    );
-
-    // get by payee
-    expect(await api.getPayeeRules('test-payee')).toEqual(
-      expect.arrayContaining([
-        expect.objectContaining({
-          actions: expect.arrayContaining([
-            expect.objectContaining({
-              field: 'category',
-              op: 'set',
-              type: 'id',
-              value: 'fc3825fd-b982-4b72-b768-5b30844cf832',
-            }),
-          ]),
-          conditions: expect.arrayContaining([
-            expect.objectContaining({
-              field: 'payee',
-              op: 'is',
-              type: 'id',
-              value: 'test-payee',
-            }),
-          ]),
-          conditionsOp: 'and',
-          id: rule.id,
-          stage: 'pre',
-        }),
-      ]),
-    );
-
-    expect(await api.getPayeeRules('test-payee2')).toEqual(
-      expect.arrayContaining([
-        expect.objectContaining({
-          actions: expect.arrayContaining([
-            expect.objectContaining({
-              field: 'category',
-              op: 'set',
-              type: 'id',
-              value: 'fc3825fd-b982-4b72-b768-5b30844cf832',
-            }),
-          ]),
-          conditions: expect.arrayContaining([
-            expect.objectContaining({
-              field: 'payee',
-              op: 'is',
-              type: 'id',
-              value: 'test-payee2',
-            }),
-          ]),
-          conditionsOp: 'and',
-          id: rule2.id,
-          stage: 'pre',
-        }),
-      ]),
-    );
-
-    // update one rule
-    const updatedRule = {
-      ...rule,
-      stage: 'post',
-      conditionsOp: 'or',
-    };
-    expect(await api.updateRule(updatedRule)).toEqual(updatedRule);
-
-    expect(await api.getRules()).toEqual(
-      expect.arrayContaining([
-        expect.objectContaining({
-          actions: expect.arrayContaining([
-            expect.objectContaining({
-              field: 'category',
-              op: 'set',
-              type: 'id',
-              value: 'fc3825fd-b982-4b72-b768-5b30844cf832',
-            }),
-          ]),
-          conditions: expect.arrayContaining([
-            expect.objectContaining({
-              field: 'payee',
-              op: 'is',
-              type: 'id',
-              value: 'test-payee',
-            }),
-          ]),
-          conditionsOp: 'or',
-          id: rule.id,
-          stage: 'post',
-        }),
-        expect.objectContaining({
-          actions: expect.arrayContaining([
-            expect.objectContaining({
-              field: 'category',
-              op: 'set',
-              type: 'id',
-              value: 'fc3825fd-b982-4b72-b768-5b30844cf832',
-            }),
-          ]),
-          conditions: expect.arrayContaining([
-            expect.objectContaining({
-              field: 'payee',
-              op: 'is',
-              type: 'id',
-              value: 'test-payee2',
-            }),
-          ]),
-          conditionsOp: 'and',
-          id: rule2.id,
-          stage: 'pre',
-        }),
-      ]),
-    );
-
-    // delete rules
-    await api.deleteRule(rules[1].id);
-    expect(await api.getRules()).toHaveLength(1);
-
-    await api.deleteRule(rules[0].id);
-    expect(await api.getRules()).toHaveLength(0);
-  });
-
   // apis: addTransactions, getTransactions, importTransactions, updateTransaction, deleteTransaction
   test('Transactions: successfully update transactions', async () => {
     const accountId = await api.createAccount({ name: 'test-account' }, 0);
 
     let newTransaction = [
-      { date: '2023-11-03', imported_id: '11', amount: 100, notes: 'notes' },
-      { date: '2023-11-03', imported_id: '12', amount: 100, notes: '' },
+      { date: '2023-11-03', imported_id: '11', amount: 100 },
+      { date: '2023-11-03', imported_id: '11', amount: 100 },
     ];
 
     const addResult = await api.addTransactions(accountId, newTransaction, {
@@ -579,11 +361,6 @@ describe('API CRUD operations', () => {
     });
     expect(addResult).toBe('ok');
 
-    expect(await api.getAccountBalance(accountId)).toEqual(200);
-    expect(
-      await api.getAccountBalance(accountId, new Date(2023, 10, 2)),
-    ).toEqual(0);
-
     // confirm added transactions exist
     let transactions = await api.getTransactions(
       accountId,
@@ -598,9 +375,8 @@ describe('API CRUD operations', () => {
     expect(transactions).toHaveLength(2);
 
     newTransaction = [
-      { date: '2023-12-03', imported_id: '11', amount: 100, notes: 'notes' },
-      { date: '2023-12-03', imported_id: '12', amount: 100, notes: 'notes' },
-      { date: '2023-12-03', imported_id: '22', amount: 200, notes: '' },
+      { date: '2023-12-03', imported_id: '11', amount: 100 },
+      { date: '2023-12-03', imported_id: '22', amount: 200 },
     ];
 
     const reconciled = await api.importTransactions(accountId, newTransaction);
@@ -616,22 +392,9 @@ describe('API CRUD operations', () => {
       '2023-12-31',
     );
     expect(transactions).toEqual(
-      expect.arrayContaining([
-        expect.objectContaining({ imported_id: '22', amount: 200 }),
-      ]),
-    );
-    expect(transactions).toHaveLength(1);
-
-    // confirm imported transactions update perfomed
-    transactions = await api.getTransactions(
-      accountId,
-      '2023-11-01',
-      '2023-11-30',
-    );
-    expect(transactions).toEqual(
-      expect.arrayContaining([
-        expect.objectContaining({ notes: 'notes', amount: 100 }),
-      ]),
+      expect.arrayContaining(
+        newTransaction.map(trans => expect.objectContaining(trans)),
+      ),
     );
     expect(transactions).toHaveLength(2);
 

packages/api/methods.ts

@@ -31,18 +31,10 @@ export async function downloadBudget(syncId, { password }: { password? } = {}) {
   return send('api/download-budget', { syncId, password });
 }
 
-export async function getBudgets() {
-  return send('api/get-budgets');
-}
-
 export async function sync() {
   return send('api/sync');
 }
 
-export async function runBankSync(args?: { accountId: string }) {
-  return send('api/bank-sync', args);
-}
-
 export async function batchBudgetUpdates(func) {
   await send('api/batch-budget-start');
   try {
@@ -129,10 +121,6 @@ export function deleteAccount(id) {
   return send('api/account-delete', { id });
 }
 
-export function getAccountBalance(id, cutoff?) {
-  return send('api/account-balance', { id, cutoff });
-}
-
 export function getCategoryGroups() {
   return send('api/category-groups-get');
 }
@@ -165,10 +153,6 @@ export function deleteCategory(id, transferCategoryId?) {
   return send('api/category-delete', { id, transferCategoryId });
 }
 
-export function getCommonPayees() {
-  return send('api/common-payees-get');
-}
-
 export function getPayees() {
   return send('api/payees-get');
 }
@@ -184,35 +168,3 @@ export function updatePayee(id, fields) {
 export function deletePayee(id) {
   return send('api/payee-delete', { id });
 }
-
-export function mergePayees(targetId, mergeIds) {
-  return send('api/payees-merge', { targetId, mergeIds });
-}
-
-export function getRules() {
-  return send('api/rules-get');
-}
-
-export function getPayeeRules(id) {
-  return send('api/payee-rules-get', { id });
-}
-
-export function createRule(rule) {
-  return send('api/rule-create', { rule });
-}
-
-export function updateRule(rule) {
-  return send('api/rule-update', { rule });
-}
-
-export function deleteRule(id: string) {
-  return send('api/rule-delete', id);
-}
-
-export function holdBudgetForNextMonth(month, amount) {
-  return send('api/budget-hold-for-next-month', { month, amount });
-}
-
-export function resetBudgetHold(month) {
-  return send('api/budget-reset-hold', { month });
-}

packages/api/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@actual-app/api",
-  "version": "24.11.0",
+  "version": "6.7.0",
   "license": "MIT",
   "description": "An API for Actual",
   "engines": {
@@ -9,8 +9,7 @@
   "main": "dist/index.js",
   "types": "@types/index.d.ts",
   "files": [
-    "dist",
-    "@types"
+    "dist"
   ],
   "scripts": {
     "build:app": "yarn workspace loot-core build:api",
@@ -22,19 +21,18 @@
     "clean": "rm -rf dist @types"
   },
   "dependencies": {
-    "@actual-app/crdt": "workspace:^",
-    "better-sqlite3": "^9.6.0",
+    "better-sqlite3": "^9.3.0",
     "compare-versions": "^6.1.0",
     "node-fetch": "^3.3.2",
     "uuid": "^9.0.1"
   },
   "devDependencies": {
-    "@swc/core": "^1.5.3",
-    "@swc/jest": "^0.2.36",
+    "@swc/core": "^1.3.105",
+    "@swc/jest": "^0.2.31",
     "@types/jest": "^27.5.2",
     "@types/uuid": "^9.0.2",
     "jest": "^27.5.1",
     "tsc-alias": "^1.8.8",
-    "typescript": "^5.5.4"
+    "typescript": "^5.0.2"
   }
 }

packages/crdt/package.json

@@ -20,12 +20,12 @@
     "uuid": "^9.0.1"
   },
   "devDependencies": {
-    "@swc/core": "^1.5.3",
-    "@swc/jest": "^0.2.36",
+    "@swc/core": "^1.3.105",
+    "@swc/jest": "^0.2.31",
     "@types/jest": "^27.5.2",
     "@types/uuid": "^9.0.2",
     "jest": "^27.5.1",
     "ts-protoc-gen": "^0.15.0",
-    "typescript": "^5.5.4"
+    "typescript": "^5.0.2"
   }
 }

packages/crdt/src/crdt/merkle.test.ts

@@ -1,3 +1,4 @@
+/* eslint-disable @typescript-eslint/no-non-null-assertion */
 import * as merkle from './merkle';
 import { Timestamp } from './timestamp';
 

packages/crdt/src/crdt/merkle.ts

@@ -134,7 +134,6 @@ export function diff(trie1: TrieNode, trie2: TrieNode): number | null {
     node2 = node2[diffkey] || emptyTrie();
   }
 
-  // eslint-disable-next-line no-unreachable
   return null;
 }
 

packages/crdt/src/crdt/timestamp.test.ts

@@ -1,3 +1,4 @@
+/* eslint-disable @typescript-eslint/no-non-null-assertion */
 import { Timestamp } from './timestamp';
 
 describe('Timestamp', function () {

packages/crdt/src/crdt/timestamp.ts

@@ -154,7 +154,7 @@ export class Timestamp {
   /**
    * maximum timestamp
    */
-
+  // eslint-disable-next-line @typescript-eslint/no-non-null-assertion
   static max = Timestamp.parse(
     '9999-12-31T23:59:59.999Z-FFFF-FFFFFFFFFFFFFFFF',
   )!;
@@ -294,7 +294,7 @@ export class Timestamp {
   /**
    * zero/minimum timestamp
    */
-
+  // eslint-disable-next-line @typescript-eslint/no-non-null-assertion
   static zero = Timestamp.parse(
     '1970-01-01T00:00:00.000Z-0000-0000000000000000',
   )!;

packages/desktop-client/.gitignore

@@ -6,7 +6,6 @@ node_modules
 # testing
 coverage
 test-results
-playwright-report
 
 # production
 build

packages/desktop-client/README.md

@@ -45,22 +45,7 @@ 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 standardized docker container, and launch the visual regression tests from within it.
-
-Run via yarn:
-
-```sh
-# By default, this connects to https://localhost:3001
-yarn vrt:docker
-
-    # To use a different ip and port:
-    yarn vrt:docker --e2e-start-url https://ip:port
-
-    # To update snapshots, use the following command:
-    yarn vrt:docker --e2e-start-url https://ip:port --update-snapshots
-```
-
-Run manually:
+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
@@ -69,8 +54,7 @@ docker run --rm --network host -v $(pwd):/work/ -w /work/ -it mcr.microsoft.com/
     # 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:v1.41.1-jammy /bin/bash
 
-# Once inside the docker container, run the VRT tests: important - they MUST be ran against a HTTPS server.
-# Use the ip and port noted earlier
+# 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:
@@ -81,15 +65,6 @@ E2E_START_URL=https://ip:port yarn vrt
 
 You can also run the tests against a remote server by passing the URL:
 
-Run in standardized docker container:
-```sh
-E2E_START_URL=https://my-remote-server.com yarn vrt:docker
-
-    # Or pass in server URL as argument
-    yarn vrt:docker --e2e-start-url https://my-remote-server.com
-```
-
-Run locally:
 ```sh
 E2E_START_URL=https://my-remote-server.com yarn vrt
 ```

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

@@ -1,57 +0,0 @@
-import { test, expect } from '@playwright/test';
-
-import { ConfigurationPage } from './page-models/configuration-page';
-import { MobileNavigation } from './page-models/mobile-navigation';
-
-test.describe('Mobile Accounts', () => {
-  let page;
-  let navigation;
-  let configurationPage;
-
-  test.beforeEach(async ({ browser }) => {
-    page = await browser.newPage();
-    navigation = new MobileNavigation(page);
-    configurationPage = new ConfigurationPage(page);
-
-    await page.setViewportSize({
-      width: 350,
-      height: 600,
-    });
-    await page.goto('/');
-    await configurationPage.createTestFile();
-  });
-
-  test.afterEach(async () => {
-    await page.close();
-  });
-
-  test('opens the accounts page and asserts on balances', async () => {
-    const accountsPage = await navigation.goToAccountsPage();
-
-    const account = await accountsPage.getNthAccount(1);
-
-    await expect(account.name).toHaveText('Ally Savings');
-    await expect(account.balance).toHaveText('7,653.00');
-    await expect(page).toMatchThemeScreenshots();
-  });
-
-  test('opens individual account page and checks that filtering is working', async () => {
-    const accountsPage = await navigation.goToAccountsPage();
-    const accountPage = await accountsPage.openNthAccount(0);
-
-    await expect(accountPage.heading).toHaveText('Bank of America');
-    await expect(accountPage.transactionList).toBeVisible();
-    await expect(await accountPage.getBalance()).toBeGreaterThan(0);
-    await expect(accountPage.noTransactionsMessage).not.toBeVisible();
-    await expect(page).toMatchThemeScreenshots();
-
-    await accountPage.searchByText('nothing should be found');
-    await expect(accountPage.noTransactionsMessage).toBeVisible();
-    await expect(accountPage.transactions).toHaveCount(0);
-    await expect(page).toMatchThemeScreenshots();
-
-    await accountPage.searchByText('Kroger');
-    await expect(accountPage.transactions).not.toHaveCount(0);
-    await expect(page).toMatchThemeScreenshots();
-  });
-});

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

@@ -1,5 +1,3 @@
-import { join } from 'path';
-
 import { test, expect } from '@playwright/test';
 
 import { ConfigurationPage } from './page-models/configuration-page';
@@ -11,7 +9,7 @@ test.describe('Accounts', () => {
   let configurationPage;
   let accountPage;
 
-  test.beforeEach(async ({ browser }) => {
+  test.beforeAll(async ({ browser }) => {
     page = await browser.newPage();
     navigation = new Navigation(page);
     configurationPage = new ConfigurationPage(page);
@@ -20,7 +18,7 @@ test.describe('Accounts', () => {
     await configurationPage.createTestFile();
   });
 
-  test.afterEach(async () => {
+  test.afterAll(async () => {
     await page.close();
   });
 
@@ -101,60 +99,4 @@ test.describe('Accounts', () => {
       await expect(transaction.account).toHaveText('Ally Savings');
     });
   });
-
-  test.describe('Import Transactions', () => {
-    test.beforeEach(async () => {
-      accountPage = await navigation.createAccount({
-        name: 'CSV import',
-        offBudget: false,
-        balance: 0,
-      });
-    });
-
-    async function importCsv(screenshot = false) {
-      const fileChooserPromise = page.waitForEvent('filechooser');
-      await accountPage.page.getByRole('button', { name: 'Import' }).click();
-
-      const fileChooser = await fileChooserPromise;
-      await fileChooser.setFiles(join(__dirname, 'data/test.csv'));
-
-      if (screenshot) await expect(page).toMatchThemeScreenshots();
-
-      const importButton = accountPage.page.getByRole('button', {
-        name: /Import \d+ transactions/,
-      });
-      await importButton.click();
-
-      await expect(importButton).not.toBeVisible();
-    }
-
-    test('imports transactions from a CSV file', async () => {
-      await importCsv(true);
-    });
-
-    test('import csv file twice', async () => {
-      await importCsv(false);
-
-      const fileChooserPromise = page.waitForEvent('filechooser');
-      await accountPage.page.getByRole('button', { name: 'Import' }).click();
-
-      const fileChooser = await fileChooserPromise;
-      await fileChooser.setFiles(join(__dirname, 'data/test.csv'));
-
-      await expect(page).toMatchThemeScreenshots();
-
-      const importButton = accountPage.page.getByRole('button', {
-        name: /Import \d+ transactions/,
-      });
-
-      await expect(importButton).toBeDisabled();
-      await expect(await importButton.innerText()).toMatch(
-        /Import 0 transactions/,
-      );
-
-      await accountPage.page.getByRole('button', { name: 'Close' }).click();
-
-      await expect(importButton).not.toBeVisible();
-    });
-  });
 });

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

@@ -1,281 +0,0 @@
-import { test, expect } from '@playwright/test';
-
-import * as monthUtils from 'loot-core/src/shared/months';
-
-import { ConfigurationPage } from './page-models/configuration-page';
-import { MobileNavigation } from './page-models/mobile-navigation';
-
-const budgetTypes = ['Envelope', 'Tracking'];
-
-budgetTypes.forEach(budgetType => {
-  test.describe(`Mobile Budget [${budgetType}]`, () => {
-    let page;
-    let navigation;
-    let configurationPage;
-    let previousGlobalIsTesting;
-
-    test.beforeAll(() => {
-      // TODO: Hack, properly mock the currentMonth function
-      previousGlobalIsTesting = global.IS_TESTING;
-      global.IS_TESTING = true;
-    });
-
-    test.afterAll(() => {
-      // TODO: Hack, properly mock the currentMonth function
-      global.IS_TESTING = previousGlobalIsTesting;
-    });
-
-    test.beforeEach(async ({ browser }) => {
-      page = await browser.newPage();
-      navigation = new MobileNavigation(page);
-      configurationPage = new ConfigurationPage(page);
-
-      await page.setViewportSize({
-        width: 350,
-        height: 600,
-      });
-      await page.goto('/');
-      await configurationPage.createTestFile();
-
-      if (budgetType === 'Tracking') {
-        // Set budget type to tracking
-        const settingsPage = await navigation.goToSettingsPage();
-        await settingsPage.useBudgetType('tracking');
-      }
-    });
-
-    test.afterEach(async () => {
-      await page.close();
-    });
-
-    test('loads the budget page with budgeted amounts', async () => {
-      const budgetPage = await navigation.goToBudgetPage();
-      await budgetPage.waitForBudgetTable();
-
-      await expect(budgetPage.categoryNames).toHaveText([
-        'Food',
-        'Restaurants',
-        'Entertainment',
-        'Clothing',
-        'General',
-        'Gift',
-        'Medical',
-        'Savings',
-        'Cell',
-        'Internet',
-        'Mortgage',
-        'Water',
-        'Power',
-        'Starting Balances',
-        'Misc',
-        'Income',
-      ]);
-      await expect(page).toMatchThemeScreenshots();
-    });
-
-    // Page Header Tests
-
-    test('checks that clicking the Actual logo in the page header opens the budget page menu', async () => {
-      const budgetPage = await navigation.goToBudgetPage();
-      await budgetPage.waitForBudgetTable();
-
-      await budgetPage.openBudgetPageMenu();
-
-      const budgetPageMenuModal = page.getByRole('dialog');
-
-      await expect(budgetPageMenuModal).toBeVisible();
-      await expect(page).toMatchThemeScreenshots();
-    });
-
-    test("checks that clicking the left arrow in the page header shows the previous month's budget", async () => {
-      const budgetPage = await navigation.goToBudgetPage();
-      await budgetPage.waitForBudgetTable();
-
-      const selectedMonth = await budgetPage.getSelectedMonth();
-      const displayMonth = monthUtils.format(
-        selectedMonth,
-        budgetPage.MONTH_HEADER_DATE_FORMAT,
-      );
-
-      await expect(budgetPage.heading).toHaveText(displayMonth);
-
-      const previousMonth = await budgetPage.goToPreviousMonth();
-      const previousDisplayMonth = monthUtils.format(
-        previousMonth,
-        budgetPage.MONTH_HEADER_DATE_FORMAT,
-      );
-
-      await expect(budgetPage.heading).toHaveText(previousDisplayMonth);
-      await expect(page).toMatchThemeScreenshots();
-    });
-
-    test('checks that clicking the month in the page header opens the month menu modal', async () => {
-      const budgetPage = await navigation.goToBudgetPage();
-      await budgetPage.waitForBudgetTable();
-
-      const selectedMonth = await budgetPage.getSelectedMonth();
-
-      await budgetPage.openMonthMenu();
-
-      const monthMenuModal = page.getByRole('dialog');
-      const monthMenuModalHeading = monthMenuModal.getByRole('heading');
-
-      const displayMonth = monthUtils.format(
-        selectedMonth,
-        budgetPage.MONTH_HEADER_DATE_FORMAT,
-      );
-      await expect(monthMenuModalHeading).toHaveText(displayMonth);
-      await expect(page).toMatchThemeScreenshots();
-    });
-
-    test("checks that clicking the right arrow in the page header shows the next month's budget", async () => {
-      const budgetPage = await navigation.goToBudgetPage();
-      await budgetPage.waitForBudgetTable();
-
-      const selectedMonth = await budgetPage.getSelectedMonth();
-      const displayMonth = monthUtils.format(
-        selectedMonth,
-        budgetPage.MONTH_HEADER_DATE_FORMAT,
-      );
-
-      await expect(budgetPage.heading).toHaveText(displayMonth);
-
-      const nextMonth = await budgetPage.goToNextMonth();
-      const nextDisplayMonth = monthUtils.format(
-        nextMonth,
-        budgetPage.MONTH_HEADER_DATE_FORMAT,
-      );
-
-      await expect(budgetPage.heading).toHaveText(nextDisplayMonth);
-      await expect(page).toMatchThemeScreenshots();
-    });
-
-    // Category / Category Group Menu Tests
-
-    test('checks that clicking the category group name opens the category group menu modal', async () => {
-      const budgetPage = await navigation.goToBudgetPage();
-      await budgetPage.waitForBudgetTable();
-
-      const categoryGroupName = await budgetPage.getCategoryGroupNameForRow(0);
-      await budgetPage.openCategoryGroupMenu(categoryGroupName);
-
-      const categoryMenuModalHeading = page
-        .getByRole('dialog')
-        .getByRole('heading');
-
-      await expect(categoryMenuModalHeading).toHaveText(categoryGroupName);
-      await expect(page).toMatchThemeScreenshots();
-    });
-
-    test('checks that clicking the category name opens the category menu modal', async () => {
-      const budgetPage = await navigation.goToBudgetPage();
-      await budgetPage.waitForBudgetTable();
-
-      const categoryName = await budgetPage.getCategoryNameForRow(0);
-      await budgetPage.openCategoryMenu(categoryName);
-
-      const categoryMenuModalHeading = page
-        .getByRole('dialog')
-        .getByRole('heading');
-
-      await expect(categoryMenuModalHeading).toHaveText(categoryName);
-      await expect(page).toMatchThemeScreenshots();
-    });
-
-    // Budgeted Cell Tests
-
-    test('checks that clicking the budgeted cell opens the budget menu modal', async () => {
-      const budgetPage = await navigation.goToBudgetPage();
-      await budgetPage.waitForBudgetTable();
-
-      const categoryName = await budgetPage.getCategoryNameForRow(0);
-      await budgetPage.openBudgetMenu(categoryName);
-
-      const budgetMenuModalHeading = page
-        .getByRole('dialog')
-        .getByRole('heading');
-
-      await expect(budgetMenuModalHeading).toHaveText(categoryName);
-      await expect(page).toMatchThemeScreenshots();
-    });
-
-    test('updates the budgeted amount', async () => {
-      const budgetPage = await navigation.goToBudgetPage();
-      await budgetPage.waitForBudgetTable();
-
-      const categoryName = await budgetPage.getCategoryNameForRow(0);
-
-      // Set to 100.00
-      await budgetPage.setBudget(categoryName, 10000);
-
-      const budgetedButton =
-        await budgetPage.getButtonForBudgeted(categoryName);
-
-      await expect(budgetedButton).toHaveText('100.00');
-      await expect(page).toMatchThemeScreenshots();
-    });
-
-    // Spent Cell Tests
-
-    test('checks that clicking spent cell redirects to the category transactions page', async () => {
-      const budgetPage = await navigation.goToBudgetPage();
-      await budgetPage.waitForBudgetTable();
-
-      const categoryName = await budgetPage.getCategoryNameForRow(0);
-      const accountPage = await budgetPage.openSpentPage(categoryName);
-
-      await expect(accountPage.heading).toContainText(categoryName);
-      await expect(accountPage.transactionList).toBeVisible();
-      await expect(page).toMatchThemeScreenshots();
-    });
-
-    // Balance Cell Tests
-
-    test('checks that clicking the balance cell opens the balance menu modal', async () => {
-      const budgetPage = await navigation.goToBudgetPage();
-      await budgetPage.waitForBudgetTable();
-
-      const categoryName = await budgetPage.getCategoryNameForRow(0);
-      await budgetPage.openBalanceMenu(categoryName);
-
-      const balanceMenuModalHeading = page
-        .getByRole('dialog')
-        .getByRole('heading');
-
-      await expect(balanceMenuModalHeading).toHaveText(categoryName);
-      await expect(page).toMatchThemeScreenshots();
-    });
-
-    if (budgetType === 'Envelope') {
-      test('checks that clicking the To Budget/Overbudgeted amount opens the budget summary menu modal', async () => {
-        const budgetPage = await navigation.goToBudgetPage();
-        await budgetPage.waitForBudgetTable();
-
-        await budgetPage.openEnvelopeBudgetSummaryMenu();
-
-        const summaryModalHeading = page
-          .getByRole('dialog')
-          .getByRole('heading');
-
-        await expect(summaryModalHeading).toHaveText('Budget Summary');
-        await expect(page).toMatchThemeScreenshots();
-      });
-    }
-
-    if (budgetType === 'Tracking') {
-      test('checks that clicking the Saved/Projected Savings/Overspent amount opens the budget summary menu modal', async () => {
-        const budgetPage = await navigation.goToBudgetPage();
-        await budgetPage.waitForBudgetTable();
-
-        await budgetPage.openTrackingBudgetSummaryMenu();
-
-        const summaryModalHeading = page
-          .getByRole('dialog')
-          .getByRole('heading');
-
-        await expect(summaryModalHeading).toHaveText('Budget Summary');
-        await expect(page).toMatchThemeScreenshots();
-      });
-    }
-  });
-});