Update packages/desktop-client/src/components/budget/BalanceWithCarryover.tsx

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

.eslintignore

@@ -14,6 +14,7 @@ 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

@@ -1,4 +1,3 @@
-/* eslint-disable rulesdir/typography */
 const path = require('path');
 
 const rulesDirPlugin = require('eslint-plugin-rulesdir');
@@ -34,10 +33,25 @@ const restrictedImportColors = [
 ];
 
 module.exports = {
-  plugins: ['prettier', 'import', 'rulesdir', '@typescript-eslint'],
+  root: true,
+  env: {
+    browser: true,
+    commonjs: true,
+    es6: true,
+    jest: true,
+    node: true,
+  },
+  plugins: [
+    'prettier',
+    'import',
+    'rulesdir',
+    '@typescript-eslint',
+    'jsx-a11y',
+    'react-hooks',
+  ],
   extends: [
-    'react-app',
     'plugin:react/recommended',
+    'plugin:react/jsx-runtime',
     'plugin:prettier/recommended',
     'plugin:@typescript-eslint/recommended',
     'plugin:import/typescript',
@@ -50,6 +64,184 @@ 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
@@ -57,8 +249,9 @@ module.exports = {
     '@typescript-eslint/no-unused-vars': [
       'warn',
       {
-        varsIgnorePattern: '^_',
+        varsIgnorePattern: '^(_|React)',
         ignoreRestSiblings: true,
+        caughtErrors: 'none',
       },
     ],
 
@@ -90,15 +283,7 @@ module.exports = {
     'react/prop-types': 'off',
 
     // TODO: re-enable these rules
-    'react-hooks/exhaustive-deps': 'off',
-    'react/display-name': 'off',
     'react/react-in-jsx-scope': 'off',
-    // 'react-hooks/exhaustive-deps': [
-    //   'warn',
-    //   {
-    //     additionalHooks: 'useLiveQuery',
-    //   },
-    // ],
 
     'no-var': 'warn',
     'react/jsx-curly-brace-presence': 'warn',
@@ -153,10 +338,9 @@ module.exports = {
           'Using default React import is discouraged, please use named exports directly instead.',
       },
       {
-        // forbid <a> in favor of <LinkButton> or <ExternalLink>
+        // forbid <a> in favor of <Link>
         selector: 'JSXOpeningElement[name.name="a"]',
-        message:
-          'Using <a> is discouraged, please use <LinkButton> or <ExternalLink> instead.',
+        message: 'Using <a> is discouraged, please use <Link> instead.',
       },
     ],
     'no-restricted-imports': [
@@ -174,9 +358,63 @@ 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 },
@@ -197,7 +435,7 @@ module.exports = {
           'warn',
           { prefer: 'type-imports', fixStyle: 'inline-type-imports' },
         ],
-        '@typescript-eslint/ban-types': [
+        '@typescript-eslint/no-restricted-types': [
           'warn',
           {
             types: {
@@ -205,7 +443,6 @@ module.exports = {
               FunctionComponent: { message: ruleFCMsg },
               FC: { message: ruleFCMsg },
             },
-            extendDefaults: true,
           },
         ],
       },
@@ -277,8 +514,86 @@ module.exports = {
         'import/no-default-export': 'off',
       },
     },
+    {
+      // TODO: fix the issues in these files
+      files: [
+        './packages/desktop-client/src/components/accounts/Account.jsx',
+        './packages/desktop-client/src/components/accounts/MobileAccount.jsx',
+        './packages/desktop-client/src/components/accounts/MobileAccounts.jsx',
+        './packages/desktop-client/src/components/App.tsx',
+        './packages/desktop-client/src/components/budget/BudgetCategories.jsx',
+        './packages/desktop-client/src/components/budget/BudgetSummaries.tsx',
+        './packages/desktop-client/src/components/budget/DynamicBudgetTable.tsx',
+        './packages/desktop-client/src/components/budget/index.tsx',
+        './packages/desktop-client/src/components/budget/MobileBudget.tsx',
+        './packages/desktop-client/src/components/budget/envelope/HoldMenu.tsx',
+        './packages/desktop-client/src/components/budget/envelope/TransferMenu.tsx',
+        './packages/desktop-client/src/components/common/Menu.tsx',
+        './packages/desktop-client/src/components/FinancesApp.tsx',
+        './packages/desktop-client/src/components/GlobalKeys.ts',
+        './packages/desktop-client/src/components/LoggedInUser.tsx',
+        './packages/desktop-client/src/components/manager/ManagementApp.jsx',
+        './packages/desktop-client/src/components/manager/subscribe/common.tsx',
+        './packages/desktop-client/src/components/ManageRules.tsx',
+        './packages/desktop-client/src/components/mobile/MobileAmountInput.jsx',
+        './packages/desktop-client/src/components/mobile/MobileNavTabs.tsx',
+        './packages/desktop-client/src/components/Modals.tsx',
+        './packages/desktop-client/src/components/modals/EditRule.jsx',
+        './packages/desktop-client/src/components/modals/ImportTransactions.jsx',
+        './packages/desktop-client/src/components/modals/MergeUnusedPayees.jsx',
+        './packages/desktop-client/src/components/Notifications.tsx',
+        './packages/desktop-client/src/components/payees/ManagePayees.jsx',
+        './packages/desktop-client/src/components/payees/ManagePayeesWithData.jsx',
+        './packages/desktop-client/src/components/payees/PayeeTable.tsx',
+        './packages/desktop-client/src/components/reports/graphs/tableGraph/ReportTable.tsx',
+        './packages/desktop-client/src/components/reports/graphs/tableGraph/ReportTableTotals.tsx',
+        './packages/desktop-client/src/components/reports/reports/CashFlowCard.jsx',
+        './packages/desktop-client/src/components/reports/reports/CustomReport.jsx',
+        './packages/desktop-client/src/components/reports/reports/NetWorthCard.jsx',
+        './packages/desktop-client/src/components/reports/SaveReportName.tsx',
+        './packages/desktop-client/src/components/reports/useReport.ts',
+        './packages/desktop-client/src/components/schedules/ScheduleDetails.jsx',
+        './packages/desktop-client/src/components/schedules/SchedulesTable.tsx',
+        './packages/desktop-client/src/components/select/DateSelect.tsx',
+        './packages/desktop-client/src/components/sidebar/Tools.tsx',
+        './packages/desktop-client/src/components/sort.tsx',
+        './packages/desktop-client/src/components/spreadsheet/useSheetValue.ts',
+        './packages/desktop-client/src/components/table.tsx',
+        './packages/desktop-client/src/components/Titlebar.tsx',
+        './packages/desktop-client/src/components/transactions/MobileTransaction.jsx',
+        './packages/desktop-client/src/components/transactions/SelectedTransactions.jsx',
+        './packages/desktop-client/src/components/transactions/SimpleTransactionsTable.jsx',
+        './packages/desktop-client/src/components/transactions/TransactionList.jsx',
+        './packages/desktop-client/src/components/transactions/TransactionsTable.jsx',
+        './packages/desktop-client/src/components/transactions/TransactionsTable.test.jsx',
+        './packages/desktop-client/src/hooks/useAccounts.ts',
+        './packages/desktop-client/src/hooks/useCategories.ts',
+        './packages/desktop-client/src/hooks/usePayees.ts',
+        './packages/desktop-client/src/hooks/useProperFocus.tsx',
+        './packages/desktop-client/src/hooks/useSelected.tsx',
+        './packages/loot-core/src/client/query-hooks.tsx',
+      ],
+      rules: {
+        'react-hooks/exhaustive-deps': 'off',
+      },
+    },
+    {
+      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/ISSUE_TEMPLATE/bug-report.yml

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

.github/ISSUE_TEMPLATE/config.yml

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

.github/actions/setup/action.yml

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

.github/workflows/build.yml

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

.github/workflows/check.yml

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

.github/workflows/codeql.yml

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

.github/workflows/e2e-test.yml

@@ -16,7 +16,7 @@ jobs:
     outputs:
       netlify_url: ${{ steps.netlify.outputs.url }}
     steps:
-      - uses: actions/checkout@v3
+      - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
       - name: Wait for Netlify build to finish
@@ -33,19 +33,20 @@ jobs:
     container:
       image: mcr.microsoft.com/playwright:v1.41.1-jammy
     steps:
-      - uses: actions/checkout@v3
+      - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
       - name: Run E2E Tests on Netlify URL
         run: yarn e2e
         env:
           E2E_START_URL: ${{ needs.netlify.outputs.netlify_url }}
-      - uses: actions/upload-artifact@v3
+      - uses: actions/upload-artifact@v4
         if: always()
         with:
           name: desktop-client-test-results
           path: packages/desktop-client/test-results/
           retention-days: 30
+          overwrite: true
   vrt:
     name: Visual regression
     needs: netlify
@@ -53,16 +54,17 @@ jobs:
     container:
       image: mcr.microsoft.com/playwright:v1.41.1-jammy
     steps:
-      - uses: actions/checkout@v3
+      - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
       - name: Run VRT Tests on Netlify URL
         run: yarn vrt
         env:
           E2E_START_URL: ${{ needs.netlify.outputs.netlify_url }}
-      - uses: actions/upload-artifact@v3
+      - uses: actions/upload-artifact@v4
         if: always()
         with:
           name: desktop-client-test-results
           path: packages/desktop-client/test-results/
           retention-days: 30
+          overwrite: true

.github/workflows/electron-master.yml

@@ -1,4 +1,4 @@
-name: Electron
+name: Electron Master
 
 defaults:
   run:
@@ -9,8 +9,8 @@ env:
 
 on:
   push:
-    branches:
-      - master
+    tags:
+      - v**
 
 concurrency:
   group: ${{ github.workflow }}-${{ github.ref }}
@@ -18,6 +18,9 @@ concurrency:
 
 jobs:
   build:
+    # this is so the assets can be added to the release
+    permissions:
+      contents: write
     strategy:
       matrix:
         os:
@@ -26,25 +29,59 @@ jobs:
           - macos-latest
     runs-on: ${{ matrix.os }}
     steps:
-      - uses: actions/checkout@v3
+      - uses: actions/checkout@v4
       - if: ${{ startsWith(matrix.os, 'windows') }}
         run: pip.exe install setuptools
       - if: ${{ ! startsWith(matrix.os, 'windows') }}
-        run: python3 -m pip install setuptools
+        run: |
+          mkdir .venv
+          python3 -m venv .venv
+          source .venv/bin/activate
+          python3 -m pip install setuptools
+      - if: ${{ startsWith(matrix.os, 'ubuntu') }}
+        run: |
+          sudo apt-get install flatpak -y
+          sudo apt-get install flatpak-builder -y
+          sudo flatpak remote-add --if-not-exists flathub https://flathub.org/repo/flathub.flatpakrepo
+          sudo flatpak install org.freedesktop.Sdk/x86_64/23.08 -y
+          sudo flatpak install org.freedesktop.Platform/x86_64/23.08 -y
+          sudo flatpak install org.electronjs.Electron2.BaseApp/x86_64/23.08 -y
       - name: Set up environment
         uses: ./.github/actions/setup
-      - name: Build Electron
+      - name: Build Electron for Mac
+        if: ${{ startsWith(matrix.os, 'macos') }}
         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: ${{ ! startsWith(matrix.os, 'macos') }}
+        run: ./bin/package-electron
       - name: Upload Build
-        uses: actions/upload-artifact@v3
+        uses: actions/upload-artifact@v4
         with:
           name: actual-electron-${{ matrix.os }}
           path: |
             packages/desktop-electron/dist/*.dmg
             packages/desktop-electron/dist/*.exe
+            !packages/desktop-electron/dist/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

@@ -24,20 +24,41 @@ jobs:
           - macos-latest
     runs-on: ${{ matrix.os }}
     steps:
-      - uses: actions/checkout@v3
+      - uses: actions/checkout@v4
       - if: ${{ startsWith(matrix.os, 'windows') }}
         run: pip.exe install setuptools
       - if: ${{ ! startsWith(matrix.os, 'windows') }}
-        run: python3 -m pip install setuptools
+        run: |
+          mkdir .venv
+          python3 -m venv .venv
+          source .venv/bin/activate
+          python3 -m pip install setuptools
+      - if: ${{ startsWith(matrix.os, 'ubuntu') }}
+        run: |
+          sudo apt-get install flatpak -y
+          sudo apt-get install flatpak-builder -y
+          sudo flatpak remote-add --if-not-exists flathub https://flathub.org/repo/flathub.flatpakrepo
+          sudo flatpak install org.freedesktop.Sdk/x86_64/23.08 -y
+          sudo flatpak install org.freedesktop.Platform/x86_64/23.08 -y
+          sudo flatpak install org.electronjs.Electron2.BaseApp/x86_64/23.08 -y
       - name: Set up environment
         uses: ./.github/actions/setup
       - name: Build Electron
         run: ./bin/package-electron
       - name: Upload Build
-        uses: actions/upload-artifact@v3
+        uses: actions/upload-artifact@v4
         with:
           name: actual-electron-${{ matrix.os }}
           path: |
             packages/desktop-electron/dist/*.dmg
             packages/desktop-electron/dist/*.exe
+            !packages/desktop-electron/dist/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/issues-feature-implemented.yml

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

.github/workflows/netlify-release.yml

@@ -0,0 +1,43 @@
+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/release-notes.yml

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

.github/workflows/size-compare.yml

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

.github/workflows/stale.yml

@@ -7,10 +7,20 @@ jobs:
   stale:
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/stale@v8
+      - uses: actions/stale@v9
         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

.gitignore

@@ -1,29 +1,34 @@
+# Sample Data
 /data/*
 !data/.gitkeep
 /data2
+Actual-*
+**/xcuserdata/*
+export-2020-01-10.csv
+
+# Secrets
+.secret-tokens
+
+# MacOS
+.DS_Store
+
+# Logs
+**/*.log
+
+# JavaScript
+node_modules
 packages/api/dist
 packages/api/@types
 packages/crdt/dist
 packages/desktop-electron/client-build
+packages/desktop-electron/build
 packages/desktop-electron/.electron-symbols
 packages/desktop-electron/dist
 packages/desktop-electron/loot-core
-node_modules
-.DS_Store
-lerna-debug.log
-Actual-*
-.#*
-**/xcuserdata/*
-.secret-tokens
 bundle.desktop.js
 bundle.desktop.js.map
 bundle.mobile.js
 bundle.mobile.js.map
-export-2020-01-10.csv
-.idea
-.vscode
-
-**/*.log
 
 # Yarn
 .pnp.*
@@ -36,3 +41,12 @@ export-2020-01-10.csv
 
 # VSCode
 .vscode
+
+# IntelliJ IDEA
+.idea
+
+# Misc
+.#*
+
+# Local Netlify folder
+.netlify

.husky/pre-commit

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

.yarnrc.yml

@@ -4,4 +4,4 @@ enableGlobalCache: false
 
 nodeLinker: node-modules
 
-yarnPath: .yarn/releases/yarn-4.0.1.cjs
+yarnPath: .yarn/releases/yarn-4.3.1.cjs

README.md

@@ -14,22 +14,40 @@ 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
 
-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.
+There are four ways to deploy Actual:
 
-### The easy way: using a server (recommended)
+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 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.
+Learn more in the [installation instructions docs](https://actualbudget.org/docs/install/).
 
-You can get up and running quickly and easily by following our [Running Actual Locally Guide](https://actualbudget.org/docs/install/local)
+## 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!
 
 ## 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.
 
-## Code structure
+## Contributing
+
+Actual is a community driven product. Learn more about [contributing to Actual](https://actualbudget.org/docs/contributing/).
+
+### Code structure
 
 The Actual app is split up into a few packages:
 
@@ -39,15 +57,23 @@ 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/docker-start

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

bin/package-electron

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

bin/run-vrt

@@ -0,0 +1,32 @@
+#!/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"

docker-compose.yml

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

package.json

@@ -30,39 +30,53 @@
     "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"
+    "jq": "./node_modules/node-jq/bin/jq",
+    "prepare": "husky"
   },
   "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": "^8.37.0",
+    "eslint": "^8.57.0",
     "eslint-config-prettier": "^9.1.0",
-    "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-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-plugin-rulesdir": "^0.2.2",
+    "husky": "^9.0.11",
+    "lint-staged": "^15.2.9",
     "node-jq": "^4.0.1",
-    "npm-run-all": "^4.1.3",
-    "prettier": "3.2.4",
-    "react-refresh": "^0.14.0",
+    "npm-run-all": "^4.1.5",
+    "prettier": "3.3.3",
     "source-map-support": "^0.5.21",
-    "typescript": "^5.0.2",
-    "typescript-strict-plugin": "^2.2.2-beta.2"
+    "typescript": "^5.5.4",
+    "typescript-strict-plugin": "^2.4.4"
+  },
+  "resolutions": {
+    "rollup": "4.9.4"
   },
   "engines": {
     "node": ">=18.0.0"
   },
-  "packageManager": "yarn@4.0.1",
+  "lint-staged": {
+    "*.{js,jsx,ts,tsx,md,json}": "prettier --write"
+  },
+  "packageManager": "yarn@4.3.1",
   "browserslist": [
     "electron 24.0",
     "defaults"

packages/api/methods.test.ts

@@ -58,11 +58,49 @@ describe('API CRUD operations', () => {
     await api.loadBudget(budgetName);
   });
 
-  // apis: createCategoryGroup, updateCategoryGroup, deleteCategoryGroup
+  // 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';
     global.currentMonth = month;
 
+    // get existing category groups
+    const groups = await api.getCategoryGroups();
+    expect(groups).toEqual(
+      expect.arrayContaining([
+        expect.objectContaining({
+          hidden: false,
+          id: 'fc3825fd-b982-4b72-b768-5b30844cf832',
+          is_income: false,
+          name: 'Usual Expenses',
+        }),
+        expect.objectContaining({
+          hidden: false,
+          id: 'a137772f-cf2f-4089-9432-822d2ddc1466',
+          is_income: false,
+          name: 'Investments and Savings',
+        }),
+        expect.objectContaining({
+          hidden: false,
+          id: '2E1F5BDB-209B-43F9-AF2C-3CE28E380C00',
+          is_income: true,
+          name: 'Income',
+        }),
+      ]),
+    );
+
     // create our test category group
     const mainGroupId = await api.createCategoryGroup({
       name: 'test-group',
@@ -220,7 +258,7 @@ describe('API CRUD operations', () => {
     );
   });
 
-  //apis: createAccount, getAccounts, updateAccount, closeAccount, deleteAccount, reopenAccount
+  //apis: createAccount, getAccounts, updateAccount, closeAccount, deleteAccount, reopenAccount, getAccountBalance
   test('Accounts: successfully complete account operators', async () => {
     const accountId1 = await api.createAccount(
       { name: 'test-account1', offbudget: true },
@@ -241,6 +279,9 @@ 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);
@@ -315,13 +356,221 @@ 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 },
-      { date: '2023-11-03', imported_id: '11', amount: 100 },
+      { date: '2023-11-03', imported_id: '11', amount: 100, notes: 'notes' },
+      { date: '2023-11-03', imported_id: '12', amount: 100, notes: '' },
     ];
 
     const addResult = await api.addTransactions(accountId, newTransaction, {
@@ -330,6 +579,11 @@ 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,
@@ -344,8 +598,9 @@ describe('API CRUD operations', () => {
     expect(transactions).toHaveLength(2);
 
     newTransaction = [
-      { date: '2023-12-03', imported_id: '11', amount: 100 },
-      { date: '2023-12-03', imported_id: '22', amount: 200 },
+      { 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: '' },
     ];
 
     const reconciled = await api.importTransactions(accountId, newTransaction);
@@ -361,9 +616,22 @@ describe('API CRUD operations', () => {
       '2023-12-31',
     );
     expect(transactions).toEqual(
-      expect.arrayContaining(
-        newTransaction.map(trans => expect.objectContaining(trans)),
-      ),
+      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(transactions).toHaveLength(2);
 

packages/api/methods.ts

@@ -31,10 +31,18 @@ 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 {
@@ -121,6 +129,14 @@ 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');
+}
+
 export function createCategoryGroup(group) {
   return send('api/category-group-create', { group });
 }
@@ -149,6 +165,10 @@ 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');
 }
@@ -164,3 +184,35 @@ 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": "6.4.0",
+  "version": "6.10.0",
   "license": "MIT",
   "description": "An API for Actual",
   "engines": {
@@ -9,7 +9,8 @@
   "main": "dist/index.js",
   "types": "@types/index.d.ts",
   "files": [
-    "dist"
+    "dist",
+    "@types"
   ],
   "scripts": {
     "build:app": "yarn workspace loot-core build:api",
@@ -21,18 +22,19 @@
     "clean": "rm -rf dist @types"
   },
   "dependencies": {
-    "better-sqlite3": "^9.2.2",
+    "@actual-app/crdt": "workspace:^",
+    "better-sqlite3": "^9.6.0",
     "compare-versions": "^6.1.0",
     "node-fetch": "^3.3.2",
-    "uuid": "^9.0.0"
+    "uuid": "^9.0.1"
   },
   "devDependencies": {
-    "@swc/core": "^1.3.105",
-    "@swc/jest": "^0.2.31",
-    "@types/jest": "^27.5.0",
+    "@swc/core": "^1.5.3",
+    "@swc/jest": "^0.2.36",
+    "@types/jest": "^27.5.2",
     "@types/uuid": "^9.0.2",
-    "jest": "^27.0.0",
+    "jest": "^27.5.1",
     "tsc-alias": "^1.8.8",
-    "typescript": "^5.0.2"
+    "typescript": "^5.5.4"
   }
 }

packages/api/tsconfig.dist.json

@@ -10,6 +10,7 @@
     "outDir": "dist",
     "declarationDir": "@types",
     "paths": {
+      "loot-core/src/*": ["./loot-core/*"],
       "loot-core/*": ["./@types/loot-core/*"],
     }
   },

packages/crdt/package.json

@@ -17,15 +17,15 @@
   "dependencies": {
     "google-protobuf": "^3.12.0-rc.1",
     "murmurhash": "^2.0.1",
-    "uuid": "^9.0.0"
+    "uuid": "^9.0.1"
   },
   "devDependencies": {
-    "@swc/core": "^1.3.105",
-    "@swc/jest": "^0.2.31",
-    "@types/jest": "^27.5.0",
+    "@swc/core": "^1.5.3",
+    "@swc/jest": "^0.2.36",
+    "@types/jest": "^27.5.2",
     "@types/uuid": "^9.0.2",
-    "jest": "^27.0.0",
+    "jest": "^27.5.1",
     "ts-protoc-gen": "^0.15.0",
-    "typescript": "^5.0.2"
+    "typescript": "^5.5.4"
   }
 }

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

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

packages/crdt/src/crdt/merkle.ts

@@ -134,6 +134,7 @@ 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

@@ -1,4 +1,3 @@
-/* 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

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

packages/desktop-client/README.md

@@ -37,9 +37,30 @@ First start a dev instance:
 ```sh
 HTTPS=true yarn start
 ```
+
+or using the dev container:
+```
+HTTPS=true docker compose up --build
+```
+
 Note the network IP address and port the dev instance is listening on.
 
-Next, navigate to the root of your project folder, run the standartised docker container, and launch the visual regression tests from within it.
+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:
 
 ```sh
 # Run docker container
@@ -48,7 +69,8 @@ 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
 
-# Run the VRT tests: important - they MUST be ran against a HTTPS server.  Use the ip and port noted earlier
+# 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
 E2E_START_URL=https://ip:port yarn vrt
 
     # To update snapshots, use the following command:
@@ -59,6 +81,15 @@ 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.test.js

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

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

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

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

@@ -102,10 +102,22 @@
         "name": "Store",
         "transfer_account_id": null,
         "deleted": false
+      },
+      {
+        "id": "620e85b1-2ae7-45b1-bb3e-b875ea5c553a",
+        "name": "Work",
+        "transfer_account_id": null,
+        "deleted": false
       }
     ],
     "payee_locations": [],
     "category_groups": [
+      {
+        "id": "a5c355c2-3b77-4a7f-b8b3-c832b10cfec8",
+        "name": "Income",
+        "hidden": false,
+        "deleted": false
+      },
       {
         "id": "d5c355c2-3b77-4a7f-b8b3-c832b10cfec9",
         "name": "Internal Master Category",
@@ -611,6 +623,30 @@
         "goal_overall_funded": null,
         "goal_overall_left": null,
         "deleted": false
+      },
+      {
+        "id": "1429f287-50aa-49d8-a89c-752cbd167d6c",
+        "category_group_id": "a5c355c2-3b77-4a7f-b8b3-c832b10cfec8",
+        "name": "Income",
+        "hidden": false,
+        "original_category_group_id": null,
+        "note": null,
+        "budgeted": 0,
+        "activity": 0,
+        "balance": 0,
+        "goal_type": "NEED",
+        "goal_day": null,
+        "goal_cadence": 1,
+        "goal_cadence_frequency": 1,
+        "goal_creation_month": null,
+        "goal_target": 0,
+        "goal_target_month": null,
+        "goal_percentage_complete": null,
+        "goal_months_to_budget": null,
+        "goal_under_funded": null,
+        "goal_overall_funded": null,
+        "goal_overall_left": null,
+        "deleted": false
       }
     ],
     "months": [
@@ -1597,7 +1633,7 @@
         "date": "2023-08-04",
         "amount": 0,
         "memo": "getting paid",
-        "cleared": "cleared",
+        "cleared": "reconciled",
         "approved": true,
         "flag_color": null,
         "account_id": "bc1d862f-bab0-41c3-bd1e-6cee8c688e32",
@@ -1657,7 +1693,7 @@
         "date": "2023-08-04",
         "amount": 1000000,
         "memo": "",
-        "cleared": "cleared",
+        "cleared": "reconciled",
         "approved": true,
         "flag_color": null,
         "account_id": "bc1d862f-bab0-41c3-bd1e-6cee8c688e32",
@@ -1704,8 +1740,28 @@
         "payee_id": "",
         "category_id": null,
         "transfer_account_id": "bc1d862f-bab0-41c3-bd1e-6cee8c688e32",
-        "transfer_transaction_id": "213526fc-ba49-4790-8a96-cc2a50182728",
-        "matched_transaction_id": "",
+        "transfer_transaction_id": null,
+        "matched_transaction_id": null,
+        "import_id": null,
+        "import_payee_name": null,
+        "import_payee_name_original": null,
+        "debt_transaction_type": null,
+        "deleted": false
+      },
+      {
+        "id": "9a22f287-f1e0-4667-9fc0-91e4a4262193",
+        "date": "2024-02-02",
+        "amount": 2000000,
+        "memo": "Paycheck",
+        "cleared": "cleared",
+        "approved": true,
+        "flag_color": null,
+        "account_id": "bc1d862f-bab0-41c3-bd1e-6cee8c688e32",
+        "payee_id": "620e85b1-2ae7-45b1-bb3e-b875ea5c553a",
+        "category_id": "1429f287-50aa-49d8-a89c-752cbd167d6c",
+        "transfer_account_id": null,
+        "transfer_transaction_id": null,
+        "matched_transaction_id": null,
         "import_id": null,
         "import_payee_name": null,
         "import_payee_name_original": null,
@@ -1729,7 +1785,7 @@
         "transaction_id": "213526fc-ba49-4790-8a96-cc2a50182728",
         "amount": -50000,
         "memo": "split part b",
-        "payee_id": "2a20470a-634f-4efa-a7f6-f1c0b0bdda41",
+        "payee_id": "8d3017e0-2aa6-4fe2-b011-c53c9f147eb6",
         "category_id": null,
         "transfer_account_id": "125f339b-2a63-481e-84c0-f04d898905d2",
         "deleted": false

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

@@ -42,6 +42,9 @@ test.describe('Mobile', () => {
       'Mortgage',
       'Water',
       'Power',
+      'Starting Balances',
+      'Misc',
+      'Income',
     ]);
     await expect(page).toMatchThemeScreenshots();
   });

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

@@ -59,7 +59,7 @@ test.describe('Onboarding', () => {
     await expect(budgetPage.budgetTable).toBeVisible({ timeout: 30000 });
 
     const accountPage = await navigation.goToAccountPage('Checking');
-    await expect(accountPage.accountBalance).toHaveText('600.00');
+    await expect(accountPage.accountBalance).toHaveText('2,600.00');
 
     await navigation.goToAccountPage('Saving');
     await expect(accountPage.accountBalance).toHaveText('250.00');

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

@@ -16,8 +16,8 @@ export class AccountPage {
     this.cancelTransactionButton = this.page.getByRole('button', {
       name: 'Cancel',
     });
-    this.menuButton = this.page.getByRole('button', {
-      name: 'Menu',
+    this.accountMenuButton = this.page.getByRole('button', {
+      name: 'Account menu',
     });
 
     this.transactionTable = this.page.getByTestId('transaction-table');
@@ -25,18 +25,33 @@ export class AccountPage {
 
     this.filterButton = this.page.getByRole('button', { name: 'Filter' });
     this.filterSelectTooltip = this.page.getByTestId('filters-select-tooltip');
+
+    this.selectButton = this.page.getByTestId('transactions-select-button');
+    this.selectTooltip = this.page.getByTestId('transactions-select-tooltip');
+  }
+
+  /**
+   * Enter details of a transaction
+   */
+  async enterSingleTransaction(transaction) {
+    await this.addNewTransactionButton.click();
+    await this._fillTransactionFields(this.newTransactionRow, transaction);
+  }
+
+  /**
+   * Finish adding a transaction
+   */
+  async addEnteredTransaction() {
+    await this.addTransactionButton.click();
+    await this.cancelTransactionButton.click();
   }
 
   /**
    * Create a single transaction
    */
   async createSingleTransaction(transaction) {
-    await this.addNewTransactionButton.click();
-
-    await this._fillTransactionFields(this.newTransactionRow, transaction);
-
-    await this.addTransactionButton.click();
-    await this.cancelTransactionButton.click();
+    await this.enterSingleTransaction(transaction);
+    await this.addEnteredTransaction();
   }
 
   /**
@@ -68,6 +83,11 @@ export class AccountPage {
     await this.cancelTransactionButton.click();
   }
 
+  async selectNthTransaction(index) {
+    const row = this.transactionTableRow.nth(index);
+    await row.getByTestId('select').click();
+  }
+
   /**
    * Retrieve the data for the nth-transaction.
    * 0-based index
@@ -75,7 +95,18 @@ export class AccountPage {
   getNthTransaction(index) {
     const row = this.transactionTableRow.nth(index);
 
+    return this._getTransactionDetails(row);
+  }
+
+  getEnteredTransaction() {
+    return this._getTransactionDetails(this.newTransactionRow);
+  }
+
+  _getTransactionDetails(row) {
+    const account = row.getByTestId('account');
+
     return {
+      ...(account ? { account } : {}),
       payee: row.getByTestId('payee'),
       notes: row.getByTestId('notes'),
       category: row.getByTestId('category'),
@@ -84,14 +115,19 @@ export class AccountPage {
     };
   }
 
+  async clickSelectAction(action) {
+    await this.selectButton.click();
+    await this.selectTooltip.getByRole('button', { name: action }).click();
+  }
+
   /**
    * Open the modal for closing the account.
    */
   async clickCloseAccount() {
-    await this.menuButton.click();
+    await this.accountMenuButton.click();
     await this.page.getByRole('button', { name: 'Close Account' }).click();
     return new CloseAccountModal(
-      this.page.locator('css=[aria-modal]'),
+      this.page.getByTestId('close-account-modal'),
       this.page,
     );
   }
@@ -106,6 +142,15 @@ export class AccountPage {
     return new FilterTooltip(this.page.getByTestId('filters-menu-tooltip'));
   }
 
+  /**
+   * Filter to a specific note
+   */
+  async filterByNote(note) {
+    const filterTooltip = await this.filterBy('Note');
+    await this.page.keyboard.type(note);
+    await filterTooltip.applyButton.click();
+  }
+
   /**
    * Remove the nth filter
    */
@@ -117,6 +162,24 @@ export class AccountPage {
   }
 
   async _fillTransactionFields(transactionRow, transaction) {
+    if (transaction.debit) {
+      await transactionRow.getByTestId('debit').click();
+      await this.page.keyboard.type(transaction.debit);
+      await this.page.keyboard.press('Tab');
+    }
+
+    if (transaction.credit) {
+      await transactionRow.getByTestId('credit').click();
+      await this.page.keyboard.type(transaction.credit);
+      await this.page.keyboard.press('Tab');
+    }
+
+    if (transaction.account) {
+      await transactionRow.getByTestId('account').click();
+      await this.page.keyboard.type(transaction.account);
+      await this.page.keyboard.press('Tab');
+    }
+
     if (transaction.payee) {
       await transactionRow.getByTestId('payee').click();
       await this.page.keyboard.type(transaction.payee);
@@ -139,18 +202,6 @@ export class AccountPage {
         await this.page.keyboard.press('Tab');
       }
     }
-
-    if (transaction.debit) {
-      await transactionRow.getByTestId('debit').click();
-      await this.page.keyboard.type(transaction.debit);
-      await this.page.keyboard.press('Tab');
-    }
-
-    if (transaction.credit) {
-      await transactionRow.getByTestId('credit').click();
-      await this.page.keyboard.type(transaction.credit);
-      await this.page.keyboard.press('Tab');
-    }
   }
 }
 

packages/desktop-client/e2e/page-models/custom-report-page.js

@@ -0,0 +1,33 @@
+export class CustomReportPage {
+  constructor(page) {
+    this.page = page;
+    this.pageContent = page.getByTestId('reports-page');
+
+    this.showLegendButton = this.pageContent.getByRole('button', {
+      name: 'Show Legend',
+    });
+    this.showSummaryButton = this.pageContent.getByRole('button', {
+      name: 'Show Summary',
+    });
+    this.showLabelsButton = this.pageContent.getByRole('button', {
+      name: 'Show Labels',
+    });
+  }
+
+  async selectViz(vizName) {
+    await this.pageContent.getByRole('button', { name: vizName }).click();
+  }
+
+  async selectMode(mode) {
+    switch (mode) {
+      case 'total':
+        await this.pageContent.getByRole('button', { name: 'Total' }).click();
+        break;
+      case 'time':
+        await this.pageContent.getByRole('button', { name: 'Time' }).click();
+        break;
+      default:
+        throw new Error(`Unrecognized mode: ${mode}`);
+    }
+  }
+}

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

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