arial-labels

* Add help modal for keyboard shortcuts.

* add release note

* fix linter

* fix typecheck

* fix linter

* use component syntax for GroupHeading

* use component syntax for Shortcut

* fix linter

* use component syntax for KeyIcon

* refactor to support different dialogs

* show different help based on current page

* fix linter

* reword help

* capitalize letters

* show cmd on mac

* stop event propagation

* dont show if a modal is already open

* remove unused import

* rename modal

* move where location check happens

* dont stop event

* allow typing '?' in inputs

* better filter

* extract function

* fix linter

* dont show if filter popover is visible

* fix linter

* fix wrong shortcut, support SHIFT

* fix linter

* fix conditional

.eslintignore

@@ -1,5 +1,6 @@
 packages/api/app/bundle.api.js
 packages/api/dist
+packages/api/@types
 packages/api/migrations
 
 packages/crdt/dist
@@ -24,7 +25,3 @@ packages/import-ynab5/**/node_modules/*
 packages/loot-core/**/node_modules/*
 packages/loot-core/**/lib-dist/*
 packages/loot-core/**/proto/*
-
-packages/node-libofx/libofx.*.js
-packages/node-libofx/libofx/
-packages/node-libofx/OpenSP-*/

.eslintrc.js

@@ -38,19 +38,27 @@ module.exports = {
   extends: [
     'react-app',
     'plugin:react/recommended',
+    'plugin:react/jsx-runtime',
+    'plugin:prettier/recommended',
     'plugin:@typescript-eslint/recommended',
+    'plugin:import/typescript',
   ],
   parser: '@typescript-eslint/parser',
   parserOptions: { project: [path.join(__dirname, './tsconfig.json')] },
   reportUnusedDisableDirectives: true,
+  globals: {
+    globalThis: false,
+    vi: true,
+  },
   rules: {
     'prettier/prettier': 'warn',
+
+    // Note: base rule explicitly disabled in favor of the TS one
     'no-unused-vars': 'off',
     '@typescript-eslint/no-unused-vars': [
       'warn',
       {
-        args: 'none',
-        varsIgnorePattern: '^_',
+        varsIgnorePattern: '^(_|React)',
         ignoreRestSiblings: true,
       },
     ],
@@ -61,8 +69,16 @@ module.exports = {
       require('confusing-browser-globals').filter(g => g !== 'self'),
     ),
 
+    'react/jsx-filename-extension': [
+      'warn',
+      { extensions: ['.jsx', '.tsx'], allow: 'as-needed' },
+    ],
     'react/jsx-no-useless-fragment': 'warn',
     'react/self-closing-comp': 'warn',
+    'react/no-unstable-nested-components': [
+      'warn',
+      { allowAsProps: true, customValidators: ['formatter'] },
+    ],
 
     'rulesdir/typography': 'warn',
     'rulesdir/prefer-if-statement': 'warn',
@@ -75,16 +91,11 @@ module.exports = {
     'react/prop-types': 'off',
 
     // TODO: re-enable these rules
-    'react-hooks/exhaustive-deps': 'off',
-    'react/no-children-prop': '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',
+    'object-shorthand': ['warn', 'properties'],
 
     'import/extensions': [
       'warn',
@@ -135,10 +146,9 @@ module.exports = {
           'Using default React import is discouraged, please use named exports directly instead.',
       },
       {
-        // forbid <a> in favor of <LinkButton> or <ExternalLink>
+        // forbid <a> in favor of <Link>
         selector: 'JSXOpeningElement[name.name="a"]',
-        message:
-          'Using <a> is discouraged, please use <LinkButton> or <ExternalLink> instead.',
+        message: 'Using <a> is discouraged, please use <Link> instead.',
       },
     ],
     'no-restricted-imports': [
@@ -146,11 +156,17 @@ module.exports = {
       { patterns: [...restrictedImportPatterns, ...restrictedImportColors] },
     ],
 
+    '@typescript-eslint/ban-ts-comment': [
+      'error',
+      { 'ts-ignore': 'allow-with-description' },
+    ],
+
     // Rules disable during TS migration
     '@typescript-eslint/no-var-requires': 'off',
-    'prefer-const': 'off',
+    'prefer-const': 'warn',
     'prefer-spread': 'off',
     '@typescript-eslint/no-empty-function': 'off',
+    'import/no-default-export': 'warn',
   },
   overrides: [
     {
@@ -186,6 +202,26 @@ module.exports = {
         ],
       },
     },
+    {
+      files: ['./packages/desktop-client/**/*'],
+      excludedFiles: [
+        './packages/desktop-client/src/hooks/useNavigate.{ts,tsx}',
+      ],
+      rules: {
+        'no-restricted-imports': [
+          'warn',
+          {
+            patterns: [
+              {
+                group: ['react-router-dom'],
+                importNames: ['useNavigate'],
+                message: 'Please use Actual’s useNavigate() hook instead.',
+              },
+            ],
+          },
+        ],
+      },
+    },
     {
       files: ['./packages/loot-core/src/**/*'],
       rules: {
@@ -224,11 +260,80 @@ module.exports = {
         'no-restricted-imports': ['off', { patterns: restrictedImportColors }],
       },
     },
+    {
+      files: [
+        './packages/api/migrations/*',
+        './packages/loot-core/migrations/*',
+      ],
+      rules: {
+        'import/no-default-export': 'off',
+      },
+    },
+    {
+      // TODO: fix the issues in these files
+      files: [
+        './packages/desktop-client/src/components/accounts/Account.jsx',
+        './packages/desktop-client/src/components/accounts/MobileAccount.jsx',
+        './packages/desktop-client/src/components/accounts/MobileAccounts.jsx',
+        './packages/desktop-client/src/components/App.tsx',
+        './packages/desktop-client/src/components/budget/BudgetCategories.jsx',
+        './packages/desktop-client/src/components/budget/BudgetSummaries.tsx',
+        './packages/desktop-client/src/components/budget/DynamicBudgetTable.tsx',
+        './packages/desktop-client/src/components/budget/index.tsx',
+        './packages/desktop-client/src/components/budget/MobileBudget.tsx',
+        './packages/desktop-client/src/components/budget/rollover/HoldMenu.tsx',
+        './packages/desktop-client/src/components/budget/rollover/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',
+      },
+    },
   ],
   settings: {
-    'import/parsers': {
-      '@typescript-eslint/parser': ['.ts', '.tsx'],
-    },
     'import/resolver': {
       typescript: {
         alwaysTryTypes: true,

.gitattributes

@@ -16,4 +16,4 @@ yarn.lock text eol=lf
 
 # Denote all files that are truly binary and should not be modified.
 *.png binary
-*.jpg binary
+*.jpg binary

.github/FUNDING.yml

@@ -1,2 +1,3 @@
 # Funding policies: https://actualbudget.org/docs/contributing/leadership/funding
 open_collective: actual
+github: actualbudget

.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:
@@ -16,6 +23,8 @@ 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: textarea
@@ -27,13 +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:
@@ -47,6 +49,7 @@ body:
         - Locally via Yarn
         - Docker
         - Fly.io
+        - Pikapods
         - NAS
         - Desktop App (Electron)
         - Other

.github/ISSUE_TEMPLATE/config.yml

@@ -1 +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? Having troubles setting up? Or perhaps issues using the API? Reach out to the community on Discord.

.github/actions/setup/action.yml

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

.github/workflows/build.yml

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

.github/workflows/check.yml

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

.github/workflows/codeql.yml

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

.github/workflows/e2e-test.yml

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

.github/workflows/electron-master.yml

@@ -0,0 +1,74 @@
+name: Electron Master
+
+defaults:
+  run:
+    shell: bash
+
+env:
+  CI: true
+
+on:
+  push:
+    tags:
+      - v**
+
+concurrency:
+  group: ${{ github.workflow }}-${{ github.ref }}
+  cancel-in-progress: false
+
+jobs:
+  build:
+    # this is so the assets can be added to the release
+    permissions:
+      contents: write
+    strategy:
+      matrix:
+        os:
+          - ubuntu-latest
+          - windows-latest
+          - macos-latest
+    runs-on: ${{ matrix.os }}
+    steps:
+      - uses: actions/checkout@v4
+      - if: ${{ startsWith(matrix.os, 'windows') }}
+        run: pip.exe install setuptools
+      - if: ${{ ! startsWith(matrix.os, 'windows') }}
+        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
+        env:
+          # CSC_KEY_PASSWORD: ${{ secrets.CSC_KEY_PASSWORD }}
+          # CSC_LINK: ${{ secrets.CSC_LINK }}
+          APPLE_ID: ${{ secrets.APPLE_ID }}
+          APPLE_APP_SPECIFIC_PASSWORD: ${{ secrets.APPLE_APP_SPECIFIC_PASSWORD }}
+      - name: Upload Build
+        uses: actions/upload-artifact@v4
+        with:
+          name: actual-electron-${{ matrix.os }}
+          path: |
+            packages/desktop-electron/dist/*.dmg
+            packages/desktop-electron/dist/*.exe
+            packages/desktop-electron/dist/*.AppImage
+            packages/desktop-electron/dist/*.flatpak
+      - name: Add to Release
+        uses: softprops/action-gh-release@v2
+        with:
+          files: |
+            packages/desktop-electron/dist/*.dmg
+            packages/desktop-electron/dist/*.exe
+            packages/desktop-electron/dist/*.AppImage
+            packages/desktop-electron/dist/*.flatpak

.github/workflows/electron-pr.yml

@@ -0,0 +1,56 @@
+name: Electron
+
+defaults:
+  run:
+    shell: bash
+
+env:
+  CI: true
+
+on:
+  pull_request:
+
+concurrency:
+  group: ${{ github.workflow }}-${{ github.event.pull_request.number }}
+  cancel-in-progress: true
+
+jobs:
+  build:
+    strategy:
+      matrix:
+        os:
+          - ubuntu-latest
+          - windows-latest
+          - macos-latest
+    runs-on: ${{ matrix.os }}
+    steps:
+      - uses: actions/checkout@v4
+      - if: ${{ startsWith(matrix.os, 'windows') }}
+        run: pip.exe install setuptools
+      - if: ${{ ! startsWith(matrix.os, 'windows') }}
+        run: |
+          mkdir .venv
+          python3 -m venv .venv
+          source .venv/bin/activate
+          python3 -m pip install setuptools
+      - if: ${{ startsWith(matrix.os, 'ubuntu') }}
+        run: |
+          sudo apt-get install flatpak -y
+          sudo apt-get install flatpak-builder -y
+          sudo flatpak remote-add --if-not-exists flathub https://flathub.org/repo/flathub.flatpakrepo
+          sudo flatpak install org.freedesktop.Sdk/x86_64/23.08 -y
+          sudo flatpak install org.freedesktop.Platform/x86_64/23.08 -y
+          sudo flatpak install org.electronjs.Electron2.BaseApp/x86_64/23.08 -y
+      - name: Set up environment
+        uses: ./.github/actions/setup
+      - name: Build Electron
+        run: ./bin/package-electron
+      - name: Upload Build
+        uses: actions/upload-artifact@v4
+        with:
+          name: actual-electron-${{ matrix.os }}
+          path: |
+            packages/desktop-electron/dist/*.dmg
+            packages/desktop-electron/dist/*.exe
+            packages/desktop-electron/dist/*.AppImage
+            packages/desktop-electron/dist/*.flatpak

.github/workflows/electron.yml

@@ -1,42 +0,0 @@
-name: Electron
-
-defaults:
-  run:
-    shell: bash
-
-env:
-  CI: true
-
-on:
-  push:
-    branches:
-      - master
-  pull_request:
-
-concurrency:
-  group: ${{ github.workflow }}-${{ github.event.pull_request.number || github.ref }}
-  cancel-in-progress: ${{ github.ref != 'refs/heads/master' }}
-
-jobs:
-  build:
-    strategy:
-      matrix:
-        os:
-          - ubuntu-latest
-          - windows-latest
-          - macos-latest
-    runs-on: ${{ matrix.os }}
-    steps:
-      - uses: actions/checkout@v3
-      - name: Set up environment
-        uses: ./.github/actions/setup
-      - name: Build Electron
-        run: ./bin/package-electron
-      - name: Upload Build
-        uses: actions/upload-artifact@v3
-        with:
-          name: actual-electron-${{ matrix.os }}
-          path: |
-            packages/desktop-electron/dist/*.dmg
-            packages/desktop-electron/dist/*.exe
-            packages/desktop-electron/dist/*.AppImage

.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
@@ -64,13 +64,17 @@ jobs:
 
       - name: Strip content hashes from stats files
         run: |
+          sed -i -E 's/index\.[0-9a-zA-Z_-]{8,}\./index./g' ./head/web-stats.json
+          sed -i -E 's/\.[0-9a-zA-Z_-]{8,}\.chunk\././g' ./head/web-stats.json
           sed -i -E 's/\.[0-9a-f]{8,}\././g' ./head/*.json
+          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: github/webpack-bundlesize-compare-action@v1.8.2
+      - uses: twk3/rollup-size-compare-action@v1.0.0
         with:
           github-token: ${{ secrets.GITHUB_TOKEN }}
-          current-stats-json-path: ./head/desktop-client-stats.json
-          base-stats-json-path: ./base/desktop-client-stats.json
+          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@v1.8.2

.gitignore

@@ -1,28 +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.*
@@ -35,3 +41,12 @@ export-2020-01-10.csv
 
 # VSCode
 .vscode
+
+# IntelliJ IDEA
+.idea
+
+# Misc
+.#*
+
+# Local Netlify folder
+.netlify

.secret-tokens.example

@@ -0,0 +1,2 @@
+export APPLE_ID=example@email.com
+export APPLE_APP_SPECIFIC_PASSWORD=password

.yarnrc.yml

@@ -1,9 +1,7 @@
+compressionLevel: mixed
+
+enableGlobalCache: false
+
 nodeLinker: node-modules
 
-plugins:
-  - path: .yarn/plugins/@yarnpkg/plugin-workspace-tools.cjs
-    spec: "@yarnpkg/plugin-workspace-tools"
-  - path: .yarn/plugins/@yarnpkg/plugin-interactive-tools.cjs
-    spec: "@yarnpkg/plugin-interactive-tools"
-
-yarnPath: .yarn/releases/yarn-3.5.1.cjs
+yarnPath: .yarn/releases/yarn-4.0.2.cjs

bin/docker-start

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

bin/package-electron

@@ -3,7 +3,6 @@
 
 ROOT=`dirname $0`
 RELEASE=""
-RELEASE_NOTES="" # TODO: figure out automation for release notes when we start publishing electron versions
 CI=${CI:-false}
 
 cd "$ROOT/.."
@@ -39,7 +38,7 @@ 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
 
@@ -47,15 +46,13 @@ yarn workspace desktop-electron update-client
     cd packages/desktop-electron;
     yarn clean;
 
-    export npm_config_better_sqlite3_binary_host="https://static.actualbudget.com/prebuild/better-sqlite3"
-
     if [ "$RELEASE" == "production" ]; then
         if [ -f ../../.secret-tokens ]; then
             source ../../.secret-tokens
         fi
-        yarn build --publish always -c.releaseInfo.releaseNotes="$RELEASE_NOTES" --arm64 --x64
+        yarn build --publish never --arm64 --x64
 
-        echo "\nCreated release with release notes \"$RELEASE_NOTES\""
+        echo "\nCreated release"
     else
         SKIP_NOTARIZATION=true yarn build --publish never --x64
     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: $VRT_ARGS"
+
+docker run --rm --network host -v "$(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

@@ -30,37 +30,42 @@
     "build:browser": "./bin/package-browser",
     "build:desktop": "./bin/package-electron",
     "build:api": "yarn workspace @actual-app/api build",
-    "test": "yarn workspaces foreach --parallel --verbose run test",
-    "test:debug": "yarn workspaces foreach --verbose run test",
-    "e2e": "yarn workspaces foreach --parallel --verbose run e2e",
-    "vrt": "yarn workspaces foreach --parallel --verbose run vrt",
+    "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",
+    "lint": "eslint . --max-warnings 0 --ext .js,.jsx,.ts,.tsx",
     "lint:verbose": "DEBUG=eslint:cli-engine eslint . --max-warnings 0",
-    "typecheck": "yarn tsc",
+    "typecheck": "yarn tsc && tsc-strict",
     "jq": "./node_modules/node-jq/bin/jq"
   },
   "devDependencies": {
     "cross-env": "^7.0.3",
     "eslint": "^8.37.0",
+    "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": "4.2.1",
+    "eslint-plugin-prettier": "5.1.3",
     "eslint-plugin-react": "7.32.2",
     "eslint-plugin-rulesdir": "^0.2.2",
     "node-jq": "^4.0.1",
-    "npm-run-all": "^4.1.3",
-    "prettier": "2.8.2",
-    "react-refresh": "^0.14.0",
+    "npm-run-all": "^4.1.5",
+    "prettier": "3.2.4",
     "source-map-support": "^0.5.21",
-    "typescript": "^5.0.2"
+    "typescript": "^5.0.2",
+    "typescript-strict-plugin": "^2.2.2-beta.2"
+  },
+  "resolutions": {
+    "rollup": "4.9.4"
   },
   "engines": {
     "node": ">=18.0.0"
   },
-  "packageManager": "yarn@3.5.1",
+  "packageManager": "yarn@4.0.2",
   "browserslist": [
     "electron 24.0",
     "defaults"

packages/api/.gitignore

@@ -2,3 +2,4 @@ app/bundle.api.js*
 app/stats.json
 migrations
 default-db.sqlite
+mocks/budgets/**/*

packages/api/__snapshots__/methods.test.ts.snap

@@ -0,0 +1,21 @@
+// Jest Snapshot v1, https://goo.gl/fbAQLP
+
+exports[`API setup and teardown successfully loads budget 1`] = `
+Array [
+  "2016-10",
+  "2016-11",
+  "2016-12",
+  "2017-01",
+  "2017-02",
+  "2017-03",
+  "2017-04",
+  "2017-05",
+  "2017-06",
+  "2017-07",
+  "2017-08",
+  "2017-09",
+  "2017-10",
+  "2017-11",
+  "2017-12",
+]
+`;

packages/api/app/query.js

@@ -23,7 +23,7 @@ class Query {
   }
 
   unfilter(exprs) {
-    let exprSet = new Set(exprs);
+    const exprSet = new Set(exprs);
     return new Query({
       ...this.state,
       filterExpressions: this.state.filterExpressions.filter(
@@ -37,13 +37,13 @@ class Query {
       exprs = [exprs];
     }
 
-    let query = new Query({ ...this.state, selectExpressions: exprs });
+    const query = new Query({ ...this.state, selectExpressions: exprs });
     query.state.calculation = false;
     return query;
   }
 
   calculate(expr) {
-    let query = this.select({ result: expr });
+    const query = this.select({ result: expr });
     query.state.calculation = true;
     return query;
   }
@@ -99,6 +99,6 @@ class Query {
   }
 }
 
-export default function q(table) {
+export function q(table) {
   return new Query({ table });
 }

packages/api/index.js

@@ -1,37 +0,0 @@
-/* eslint-disable import/no-unused-modules */
-
-// eslint-disable-next-line import/extensions
-import * as bundle from './app/bundle.api.js';
-import * as injected from './injected';
-
-let actualApp;
-export const internal = bundle.lib;
-
-// DEPRECATED: remove the next line in @actual-app/api v7
-export * as methods from './methods';
-
-export * from './methods';
-export * as utils from './utils';
-
-export async function init(config = {}) {
-  if (actualApp) {
-    return;
-  }
-
-  global.fetch = (...args) =>
-    import('node-fetch').then(({ default: fetch }) => fetch(...args));
-
-  await bundle.init(config);
-  actualApp = bundle.lib;
-
-  injected.override(bundle.lib.send);
-  return bundle.lib;
-}
-
-export async function shutdown() {
-  if (actualApp) {
-    await actualApp.send('sync');
-    await actualApp.send('close-budget');
-    actualApp = null;
-  }
-}

packages/api/index.ts

@@ -0,0 +1,53 @@
+import type {
+  RequestInfo as FetchInfo,
+  RequestInit as FetchInit,
+  // @ts-ignore: false-positive commonjs module error on build until typescript 5.3
+} from 'node-fetch'; // with { 'resolution-mode': 'import' };
+
+// loot-core types
+import type { InitConfig } from 'loot-core/server/main';
+
+// @ts-ignore: bundle not available until we build it
+// eslint-disable-next-line import/extensions
+import * as bundle from './app/bundle.api.js';
+import * as injected from './injected';
+import { validateNodeVersion } from './validateNodeVersion';
+
+let actualApp: null | typeof bundle.lib;
+export const internal = bundle.lib;
+
+// DEPRECATED: remove the next line in @actual-app/api v7
+export * as methods from './methods';
+
+export * from './methods';
+export * as utils from './utils';
+
+export async function init(config: InitConfig = {}) {
+  if (actualApp) {
+    return;
+  }
+
+  validateNodeVersion();
+
+  if (!globalThis.fetch) {
+    globalThis.fetch = (url: URL | RequestInfo, init?: RequestInit) => {
+      return import('node-fetch').then(({ default: fetch }) =>
+        fetch(url as unknown as FetchInfo, init as unknown as FetchInit),
+      ) as unknown as Promise<Response>;
+    };
+  }
+
+  await bundle.init(config);
+  actualApp = bundle.lib;
+
+  injected.override(bundle.lib.send);
+  return bundle.lib;
+}
+
+export async function shutdown() {
+  if (actualApp) {
+    await actualApp.send('sync');
+    await actualApp.send('close-budget');
+    actualApp = null;
+  }
+}

packages/api/jest.config.js

@@ -0,0 +1,24 @@
+module.exports = {
+  moduleFileExtensions: [
+    'testing.js',
+    'testing.ts',
+    'api.js',
+    'api.ts',
+    'api.tsx',
+    'electron.js',
+    'electron.ts',
+    'mjs',
+    'js',
+    'ts',
+    'tsx',
+    'json',
+  ],
+  testEnvironment: 'node',
+  testPathIgnorePatterns: ['/node_modules/'],
+  watchPathIgnorePatterns: ['<rootDir>/mocks/budgets/'],
+  setupFilesAfterEnv: ['<rootDir>/../loot-core/src/mocks/setup.ts'],
+  transformIgnorePatterns: ['/node_modules/'],
+  transform: {
+    '^.+\\.(t|j)sx?$': '@swc/jest',
+  },
+};

packages/api/methods.js

@@ -1,155 +0,0 @@
-import * as injected from './injected';
-
-export { default as q } from './app/query';
-
-function send(name, args) {
-  return injected.send(name, args);
-}
-
-export async function runImport(name, func) {
-  await send('api/start-import', { budgetName: name });
-  try {
-    await func();
-  } catch (e) {
-    await send('api/abort-import');
-    throw e;
-  }
-  await send('api/finish-import');
-}
-
-export async function loadBudget(budgetId) {
-  return send('api/load-budget', { id: budgetId });
-}
-
-export async function downloadBudget(syncId, { password } = {}) {
-  return send('api/download-budget', { syncId, password });
-}
-
-export async function sync() {
-  return send('api/sync');
-}
-
-export async function batchBudgetUpdates(func) {
-  await send('api/batch-budget-start');
-  try {
-    await func();
-  } finally {
-    await send('api/batch-budget-end');
-  }
-}
-
-export function runQuery(query) {
-  return send('api/query', { query: query.serialize() });
-}
-
-export function getBudgetMonths() {
-  return send('api/budget-months');
-}
-
-export function getBudgetMonth(month) {
-  return send('api/budget-month', { month });
-}
-
-export function setBudgetAmount(month, categoryId, value) {
-  return send('api/budget-set-amount', { month, categoryId, amount: value });
-}
-
-export function setBudgetCarryover(month, categoryId, flag) {
-  return send('api/budget-set-carryover', { month, categoryId, flag });
-}
-
-export function addTransactions(accountId, transactions) {
-  return send('api/transactions-add', { accountId, transactions });
-}
-
-export function importTransactions(accountId, transactions) {
-  return send('api/transactions-import', { accountId, transactions });
-}
-
-export function getTransactions(accountId, startDate, endDate) {
-  return send('api/transactions-get', { accountId, startDate, endDate });
-}
-
-export function filterTransactions(accountId, text) {
-  return send('api/transactions-filter', { accountId, text });
-}
-
-export function updateTransaction(id, fields) {
-  return send('api/transaction-update', { id, fields });
-}
-
-export function deleteTransaction(id) {
-  return send('api/transaction-delete', { id });
-}
-
-export function getAccounts() {
-  return send('api/accounts-get');
-}
-
-export function createAccount(account, initialBalance) {
-  return send('api/account-create', { account, initialBalance });
-}
-
-export function updateAccount(id, fields) {
-  return send('api/account-update', { id, fields });
-}
-
-export function closeAccount(id, transferAccountId, transferCategoryId) {
-  return send('api/account-close', {
-    id,
-    transferAccountId,
-    transferCategoryId,
-  });
-}
-
-export function reopenAccount(id) {
-  return send('api/account-reopen', { id });
-}
-
-export function deleteAccount(id) {
-  return send('api/account-delete', { id });
-}
-
-export function createCategoryGroup(group) {
-  return send('api/category-group-create', { group });
-}
-
-export function updateCategoryGroup(id, fields) {
-  return send('api/category-group-update', { id, fields });
-}
-
-export function deleteCategoryGroup(id, transferCategoryId) {
-  return send('api/category-group-delete', { id, transferCategoryId });
-}
-
-export function getCategories() {
-  return send('api/categories-get', { grouped: false });
-}
-
-export function createCategory(category) {
-  return send('api/category-create', { category });
-}
-
-export function updateCategory(id, fields) {
-  return send('api/category-update', { id, fields });
-}
-
-export function deleteCategory(id, transferCategoryId) {
-  return send('api/category-delete', { id, transferCategoryId });
-}
-
-export function getPayees() {
-  return send('api/payees-get');
-}
-
-export function createPayee(payee) {
-  return send('api/payee-create', { payee });
-}
-
-export function updatePayee(id, fields) {
-  return send('api/payee-update', { id, fields });
-}
-
-export function deletePayee(id) {
-  return send('api/payee-delete', { id });
-}

packages/api/methods.test.ts

@@ -0,0 +1,663 @@
+// @ts-strict-ignore
+import * as fs from 'fs/promises';
+import * as path from 'path';
+
+import * as api from './index';
+
+const budgetName = 'test-budget';
+
+beforeEach(async () => {
+  // we need real datetime if we are going to mix new timestamps with our mock data
+  global.restoreDateNow();
+
+  const budgetPath = path.join(__dirname, '/mocks/budgets/', budgetName);
+  await fs.rm(budgetPath, { force: true, recursive: true });
+
+  await createTestBudget('default-budget-template', budgetName);
+  await api.init({
+    dataDir: path.join(__dirname, '/mocks/budgets/'),
+  });
+});
+
+afterEach(async () => {
+  global.currentMonth = null;
+  await api.shutdown();
+});
+
+async function createTestBudget(templateName: string, name: string) {
+  const templatePath = path.join(
+    __dirname,
+    '/../loot-core/src/mocks/files',
+    templateName,
+  );
+  const budgetPath = path.join(__dirname, '/mocks/budgets/', name);
+
+  await fs.mkdir(budgetPath);
+  await fs.copyFile(
+    path.join(templatePath, 'metadata.json'),
+    path.join(budgetPath, 'metadata.json'),
+  );
+  await fs.copyFile(
+    path.join(templatePath, 'db.sqlite'),
+    path.join(budgetPath, 'db.sqlite'),
+  );
+}
+
+describe('API setup and teardown', () => {
+  // apis: loadBudget, getBudgetMonths
+  test('successfully loads budget', async () => {
+    await expect(api.loadBudget(budgetName)).resolves.toBeUndefined();
+
+    await expect(api.getBudgetMonths()).resolves.toMatchSnapshot();
+  });
+});
+
+describe('API CRUD operations', () => {
+  beforeEach(async () => {
+    // load test budget
+    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';
+    global.currentMonth = month;
+
+    // get existing category groups
+    const groups = await api.getCategoryGroups();
+    expect(groups).toEqual(
+      expect.arrayContaining([
+        expect.objectContaining({
+          hidden: 0,
+          id: 'fc3825fd-b982-4b72-b768-5b30844cf832',
+          is_income: 0,
+          name: 'Usual Expenses',
+          sort_order: 16384,
+          tombstone: 0,
+        }),
+        expect.objectContaining({
+          hidden: 0,
+          id: 'a137772f-cf2f-4089-9432-822d2ddc1466',
+          is_income: 0,
+          name: 'Investments and Savings',
+          sort_order: 32768,
+          tombstone: 0,
+        }),
+        expect.objectContaining({
+          hidden: 0,
+          id: '2E1F5BDB-209B-43F9-AF2C-3CE28E380C00',
+          is_income: 1,
+          name: 'Income',
+          sort_order: 32768,
+          tombstone: 0,
+        }),
+      ]),
+    );
+
+    // create our test category group
+    const mainGroupId = await api.createCategoryGroup({
+      name: 'test-group',
+    });
+
+    let budgetMonth = await api.getBudgetMonth(month);
+    expect(budgetMonth.categoryGroups).toEqual(
+      expect.arrayContaining([
+        expect.objectContaining({
+          id: mainGroupId,
+        }),
+      ]),
+    );
+
+    // update group
+    await api.updateCategoryGroup(mainGroupId, {
+      name: 'update-tests',
+    });
+
+    budgetMonth = await api.getBudgetMonth(month);
+    expect(budgetMonth.categoryGroups).toEqual(
+      expect.arrayContaining([
+        expect.objectContaining({
+          id: mainGroupId,
+        }),
+      ]),
+    );
+
+    // delete group
+    await api.deleteCategoryGroup(mainGroupId);
+
+    budgetMonth = await api.getBudgetMonth(month);
+    expect(budgetMonth.categoryGroups).toEqual(
+      expect.arrayContaining([
+        expect.not.objectContaining({
+          id: mainGroupId,
+        }),
+      ]),
+    );
+  });
+
+  // apis: createCategory, getCategories, updateCategory, deleteCategory
+  test('Categories: successfully update categories', async () => {
+    const month = '2023-10';
+    global.currentMonth = month;
+
+    // create our test category group
+    const mainGroupId = await api.createCategoryGroup({
+      name: 'test-group',
+    });
+    const secondaryGroupId = await api.createCategoryGroup({
+      name: 'test-secondary-group',
+    });
+    const categoryId = await api.createCategory({
+      name: 'test-budget',
+      group_id: mainGroupId,
+    });
+    const categoryIdHidden = await api.createCategory({
+      name: 'test-budget-hidden',
+      group_id: mainGroupId,
+      hidden: true,
+    });
+
+    let categories = await api.getCategories();
+    expect(categories).toEqual(
+      expect.arrayContaining([
+        expect.objectContaining({
+          id: categoryId,
+          name: 'test-budget',
+          hidden: false,
+          group_id: mainGroupId,
+        }),
+        expect.objectContaining({
+          id: categoryIdHidden,
+          name: 'test-budget-hidden',
+          hidden: true,
+          group_id: mainGroupId,
+        }),
+      ]),
+    );
+
+    // update/move category
+    await api.updateCategory(categoryId, {
+      name: 'updated-budget',
+      group_id: secondaryGroupId,
+    });
+
+    await api.updateCategory(categoryIdHidden, {
+      name: 'updated-budget-hidden',
+      group_id: secondaryGroupId,
+      hidden: false,
+    });
+
+    categories = await api.getCategories();
+    expect(categories).toEqual(
+      expect.arrayContaining([
+        expect.objectContaining({
+          id: categoryId,
+          name: 'updated-budget',
+          hidden: false,
+          group_id: secondaryGroupId,
+        }),
+        expect.objectContaining({
+          id: categoryIdHidden,
+          name: 'updated-budget-hidden',
+          hidden: false,
+          group_id: secondaryGroupId,
+        }),
+      ]),
+    );
+
+    // delete categories
+    await api.deleteCategory(categoryId);
+
+    expect(categories).toEqual(
+      expect.arrayContaining([
+        expect.not.objectContaining({
+          id: categoryId,
+        }),
+      ]),
+    );
+  });
+
+  // apis: setBudgetAmount, setBudgetCarryover, getBudgetMonth
+  test('Budgets: successfully update budgets', async () => {
+    const month = '2023-10';
+    global.currentMonth = month;
+
+    // create some new categories to test with
+    const groupId = await api.createCategoryGroup({
+      name: 'tests',
+    });
+    const categoryId = await api.createCategory({
+      name: 'test-budget',
+      group_id: groupId,
+    });
+
+    await api.setBudgetAmount(month, categoryId, 100);
+    await api.setBudgetCarryover(month, categoryId, true);
+
+    const budgetMonth = await api.getBudgetMonth(month);
+    expect(budgetMonth.categoryGroups).toEqual(
+      expect.arrayContaining([
+        expect.objectContaining({
+          id: groupId,
+          categories: expect.arrayContaining([
+            expect.objectContaining({
+              id: categoryId,
+              budgeted: 100,
+              carryover: true,
+            }),
+          ]),
+        }),
+      ]),
+    );
+  });
+
+  //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 },
+      1000,
+    );
+    const accountId2 = await api.createAccount({ name: 'test-account2' }, 0);
+    let accounts = await api.getAccounts();
+
+    // accounts successfully created
+    expect(accounts).toEqual(
+      expect.arrayContaining([
+        expect.objectContaining({
+          id: accountId1,
+          name: 'test-account1',
+          offbudget: true,
+        }),
+        expect.objectContaining({ id: accountId2, name: 'test-account2' }),
+      ]),
+    );
+
+    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);
+
+    // accounts successfully updated, and one of them deleted
+    accounts = await api.getAccounts();
+    expect(accounts).toEqual(
+      expect.arrayContaining([
+        expect.objectContaining({
+          id: accountId1,
+          name: 'test-account1',
+          closed: true,
+          offbudget: false,
+        }),
+        expect.not.objectContaining({ id: accountId2 }),
+      ]),
+    );
+
+    await api.reopenAccount(accountId1);
+
+    // the non-deleted account is reopened
+    accounts = await api.getAccounts();
+    expect(accounts).toEqual(
+      expect.arrayContaining([
+        expect.objectContaining({
+          id: accountId1,
+          name: 'test-account1',
+          closed: false,
+        }),
+      ]),
+    );
+  });
+
+  // apis: createPayee, getPayees, updatePayee, deletePayee
+  test('Payees: successfully update payees', async () => {
+    const payeeId1 = await api.createPayee({ name: 'test-payee1' });
+    const payeeId2 = await api.createPayee({ name: 'test-payee2' });
+    let payees = await api.getPayees();
+
+    // payees successfully created
+    expect(payees).toEqual(
+      expect.arrayContaining([
+        expect.objectContaining({
+          id: payeeId1,
+          name: 'test-payee1',
+        }),
+        expect.objectContaining({
+          id: payeeId2,
+          name: 'test-payee2',
+        }),
+      ]),
+    );
+
+    await api.updatePayee(payeeId1, { name: 'test-updated-payee' });
+    await api.deletePayee(payeeId2);
+
+    // confirm update and delete were successful
+    payees = await api.getPayees();
+    expect(payees).toEqual(
+      expect.arrayContaining([
+        expect.objectContaining({
+          id: payeeId1,
+          name: 'test-updated-payee',
+        }),
+        expect.not.objectContaining({
+          name: 'test-payee1',
+        }),
+        expect.not.objectContaining({
+          id: payeeId2,
+        }),
+      ]),
+    );
+  });
+
+  // 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]);
+    expect(await api.getRules()).toHaveLength(1);
+
+    await api.deleteRule(rules[0]);
+    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: '' },
+    ];
+
+    const addResult = await api.addTransactions(accountId, newTransaction, {
+      learnCategories: true,
+      runTransfers: true,
+    });
+    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,
+      '2023-11-01',
+      '2023-11-30',
+    );
+    expect(transactions).toEqual(
+      expect.arrayContaining(
+        newTransaction.map(trans => expect.objectContaining(trans)),
+      ),
+    );
+    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: '' },
+    ];
+
+    const reconciled = await api.importTransactions(accountId, newTransaction);
+
+    // Expect it to reconcile and to have updated one of the previous transactions
+    expect(reconciled.added).toHaveLength(1);
+    expect(reconciled.updated).toHaveLength(1);
+
+    // confirm imported transactions exist
+    transactions = await api.getTransactions(
+      accountId,
+      '2023-12-01',
+      '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(transactions).toHaveLength(2);
+
+    const idToUpdate = reconciled.added[0];
+    const idToDelete = reconciled.updated[0];
+    await api.updateTransaction(idToUpdate, { amount: 500 });
+    await api.deleteTransaction(idToDelete);
+
+    // confirm updates and deletions work
+    transactions = await api.getTransactions(
+      accountId,
+      '2023-12-01',
+      '2023-12-31',
+    );
+    expect(transactions).toEqual(
+      expect.arrayContaining([
+        expect.objectContaining({ id: idToUpdate, amount: 500 }),
+        expect.not.objectContaining({ id: idToDelete }),
+      ]),
+    );
+    expect(transactions).toHaveLength(1);
+  });
+});

packages/api/methods.ts

@@ -0,0 +1,206 @@
+// @ts-strict-ignore
+import type { Handlers } from 'loot-core/src/types/handlers';
+
+import * as injected from './injected';
+
+export { q } from './app/query';
+
+function send<K extends keyof Handlers, T extends Handlers[K]>(
+  name: K,
+  args?: Parameters<T>[0],
+): Promise<Awaited<ReturnType<T>>> {
+  return injected.send(name, args);
+}
+
+export async function runImport(name, func) {
+  await send('api/start-import', { budgetName: name });
+  try {
+    await func();
+  } catch (e) {
+    await send('api/abort-import');
+    throw e;
+  }
+  await send('api/finish-import');
+}
+
+export async function loadBudget(budgetId) {
+  return send('api/load-budget', { id: budgetId });
+}
+
+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 {
+    await func();
+  } finally {
+    await send('api/batch-budget-end');
+  }
+}
+
+export function runQuery(query) {
+  return send('api/query', { query: query.serialize() });
+}
+
+export function getBudgetMonths() {
+  return send('api/budget-months');
+}
+
+export function getBudgetMonth(month) {
+  return send('api/budget-month', { month });
+}
+
+export function setBudgetAmount(month, categoryId, value) {
+  return send('api/budget-set-amount', { month, categoryId, amount: value });
+}
+
+export function setBudgetCarryover(month, categoryId, flag) {
+  return send('api/budget-set-carryover', { month, categoryId, flag });
+}
+
+export function addTransactions(
+  accountId,
+  transactions,
+  { learnCategories = false, runTransfers = false } = {},
+) {
+  return send('api/transactions-add', {
+    accountId,
+    transactions,
+    learnCategories,
+    runTransfers,
+  });
+}
+
+export function importTransactions(accountId, transactions) {
+  return send('api/transactions-import', { accountId, transactions });
+}
+
+export function getTransactions(accountId, startDate, endDate) {
+  return send('api/transactions-get', { accountId, startDate, endDate });
+}
+
+export function updateTransaction(id, fields) {
+  return send('api/transaction-update', { id, fields });
+}
+
+export function deleteTransaction(id) {
+  return send('api/transaction-delete', { id });
+}
+
+export function getAccounts() {
+  return send('api/accounts-get');
+}
+
+export function createAccount(account, initialBalance?) {
+  return send('api/account-create', { account, initialBalance });
+}
+
+export function updateAccount(id, fields) {
+  return send('api/account-update', { id, fields });
+}
+
+export function closeAccount(id, transferAccountId?, transferCategoryId?) {
+  return send('api/account-close', {
+    id,
+    transferAccountId,
+    transferCategoryId,
+  });
+}
+
+export function reopenAccount(id) {
+  return send('api/account-reopen', { id });
+}
+
+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 });
+}
+
+export function updateCategoryGroup(id, fields) {
+  return send('api/category-group-update', { id, fields });
+}
+
+export function deleteCategoryGroup(id, transferCategoryId?) {
+  return send('api/category-group-delete', { id, transferCategoryId });
+}
+
+export function getCategories() {
+  return send('api/categories-get', { grouped: false });
+}
+
+export function createCategory(category) {
+  return send('api/category-create', { category });
+}
+
+export function updateCategory(id, fields) {
+  return send('api/category-update', { id, fields });
+}
+
+export function deleteCategory(id, transferCategoryId?) {
+  return send('api/category-delete', { id, transferCategoryId });
+}
+
+export function getPayees() {
+  return send('api/payees-get');
+}
+
+export function createPayee(payee) {
+  return send('api/payee-create', { payee });
+}
+
+export function updatePayee(id, fields) {
+  return send('api/payee-update', { 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) {
+  return send('api/rule-delete', { id });
+}

packages/api/package.json

@@ -1,27 +1,40 @@
 {
   "name": "@actual-app/api",
-  "version": "6.2.1",
+  "version": "6.8.2",
   "license": "MIT",
   "description": "An API for Actual",
+  "engines": {
+    "node": ">=18.12.0"
+  },
   "main": "dist/index.js",
-  "types": "dist/index.d.ts",
+  "types": "@types/index.d.ts",
   "files": [
-    "dist"
+    "dist",
+    "@types"
   ],
   "scripts": {
     "build:app": "yarn workspace loot-core build:api",
-    "build:node": "tsc --p tsconfig.dist.json",
+    "build:node": "tsc --p tsconfig.dist.json && tsc-alias -p tsconfig.dist.json",
     "build:migrations": "cp migrations/*.sql dist/migrations",
     "build:default-db": "cp default-db.sqlite dist/",
-    "build": "rm -rf dist && yarn run build:app && yarn run build:node && yarn run build:migrations && yarn run build:default-db"
+    "build": "yarn run clean && yarn run build:app && yarn run build:node && yarn run build:migrations && yarn run build:default-db",
+    "test": "yarn run build:app && jest -c jest.config.js",
+    "clean": "rm -rf dist @types"
   },
   "dependencies": {
-    "better-sqlite3": "^8.6.0",
+    "@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": "^1.5.3",
+    "@swc/jest": "^0.2.36",
+    "@types/jest": "^27.5.2",
     "@types/uuid": "^9.0.2",
+    "jest": "^27.5.1",
+    "tsc-alias": "^1.8.8",
     "typescript": "^5.0.2"
   }
 }

packages/api/tsconfig.dist.json

@@ -3,13 +3,17 @@
   "compilerOptions": {
     // Using ES2021 because that’s the newest version where
     // the latest Node 16.x release supports all of the features
-    "target": "es2021",
+    "target": "ES2021",
     "module": "CommonJS",
-    "moduleResolution": "Node16",
     "noEmit": false,
     "declaration": true,
-    "outDir": "dist"
+    "outDir": "dist",
+    "declarationDir": "@types",
+    "paths": {
+      "loot-core/src/*": ["./loot-core/*"],
+      "loot-core/*": ["./@types/loot-core/*"],
+    }
   },
   "include": ["."],
-  "exclude": ["dist"]
+  "exclude": ["**/node_modules/*", "dist", "@types"]
 }

packages/api/validateNodeVersion.js

@@ -0,0 +1,16 @@
+import { satisfies } from 'compare-versions';
+
+import * as packageJson from './package.json';
+
+export function validateNodeVersion() {
+  if (process?.versions?.node) {
+    const nodeVersion = process?.versions?.node;
+    const minimumNodeVersion = packageJson.engines.node;
+
+    if (!satisfies(nodeVersion, minimumNodeVersion)) {
+      throw new Error(
+        `@actual-app/api requires a node version ${minimumNodeVersion}. Found that you are using: ${nodeVersion}. Please upgrade to a higher version`,
+      );
+    }
+  }
+}

packages/crdt/package.json

@@ -17,14 +17,14 @@
   "dependencies": {
     "google-protobuf": "^3.12.0-rc.1",
     "murmurhash": "^2.0.1",
-    "uuid": "^9.0.0"
+    "uuid": "^9.0.1"
   },
   "devDependencies": {
-    "@swc/core": "^1.3.82",
-    "@swc/jest": "^0.2.29",
-    "@types/jest": "^27.5.0",
+    "@swc/core": "^1.5.3",
+    "@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"
   }

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

@@ -69,8 +69,8 @@ describe('merkle trie', () => {
   });
 
   test('diffing works with empty tries', () => {
-    let trie1 = merkle.emptyTrie();
-    let trie2 = merkle.insert(
+    const trie1 = merkle.emptyTrie();
+    const trie2 = merkle.insert(
       merkle.emptyTrie(),
       Timestamp.parse('2009-01-02T10:17:37.789Z-0000-0000testinguuid1')!,
     );
@@ -79,7 +79,7 @@ describe('merkle trie', () => {
   });
 
   test('pruning works and keeps correct hashes', () => {
-    let messages = [
+    const messages = [
       message('2018-11-01T01:00:00.000Z-0000-0123456789ABCDEF', 1000),
       message('2018-11-01T01:09:00.000Z-0000-0123456789ABCDEF', 1100),
       message('2018-11-01T01:18:00.000Z-0000-0123456789ABCDEF', 1200),
@@ -101,13 +101,13 @@ describe('merkle trie', () => {
     expect(trie.hash).toBe(2496);
     expect(trie).toMatchSnapshot();
 
-    let pruned = merkle.prune(trie);
+    const pruned = merkle.prune(trie);
     expect(pruned.hash).toBe(2496);
     expect(pruned).toMatchSnapshot();
   });
 
   test('diffing differently shaped tries returns correct time', () => {
-    let messages = [
+    const messages = [
       message('2018-11-01T01:00:00.000Z-0000-0123456789ABCDEF', 1000),
       message('2018-11-01T01:09:00.000Z-0000-0123456789ABCDEF', 1100),
       message('2018-11-01T01:18:00.000Z-0000-0123456789ABCDEF', 1200),
@@ -122,7 +122,7 @@ describe('merkle trie', () => {
       message('2018-11-01T02:37:00.000Z-0000-0123456789ABCDEF', 2100),
     ];
 
-    let trie = insertMessages({}, messages);
+    const trie = insertMessages({}, messages);
 
     // Case 0: It always returns a base time when comparing with an
     // empty trie
@@ -136,7 +136,7 @@ describe('merkle trie', () => {
     // Case 1: Add an older message that modifies the trie in such a
     // way that it modifies the 1st out of 3 branches (so it will be
     // pruned away)
-    let trie1 = insertMessages(trie, [
+    const trie1 = insertMessages(trie, [
       message('2018-11-01T00:59:00.000Z-0000-0123456789ABCDEF', 900),
     ]);
 
@@ -167,7 +167,7 @@ describe('merkle trie', () => {
     // Case 2: Add two messages similar to the above case, but the
     // second message modifies the 2nd key at the same level as the
     // first message modifying the 1st key
-    let trie2 = insertMessages(trie, [
+    const trie2 = insertMessages(trie, [
       message('2018-11-01T00:59:00.000Z-0000-0123456789ABCDEF', 900),
       message('2018-11-01T01:15:00.000Z-0000-0123456789ABCDEF', 1422),
     ]);

packages/crdt/src/crdt/merkle.ts

@@ -36,7 +36,7 @@ export function getKeys(trie: TrieNode): NumberTrieNodeKey[] {
 export function keyToTimestamp(key: string): number {
   // 16 is the length of the base 3 value of the current time in
   // minutes. Ensure it's padded to create the full value
-  let fullkey = key + '0'.repeat(16 - key.length);
+  const fullkey = key + '0'.repeat(16 - key.length);
 
   // Parse the base 3 representation
   return parseInt(fullkey, 3) * 1000 * 60;
@@ -46,8 +46,8 @@ export function keyToTimestamp(key: string): number {
  * Mutates `trie` to insert a node at `timestamp`
  */
 export function insert(trie: TrieNode, timestamp: Timestamp) {
-  let hash = timestamp.hash();
-  let key = Number(Math.floor(timestamp.millis() / 1000 / 60)).toString(3);
+  const hash = timestamp.hash();
+  const key = Number(Math.floor(timestamp.millis() / 1000 / 60)).toString(3);
 
   trie = Object.assign({}, trie, { hash: (trie.hash || 0) ^ hash });
   return insertKey(trie, key, hash);
@@ -68,8 +68,8 @@ function insertKey(trie: TrieNode, key: string, hash: number): TrieNode {
 }
 
 export function build(timestamps: Timestamp[]) {
-  let trie = emptyTrie();
-  for (let timestamp of timestamps) {
+  const trie = emptyTrie();
+  for (const timestamp of timestamps) {
     insert(trie, timestamp);
   }
   return trie;
@@ -89,11 +89,11 @@ export function diff(trie1: TrieNode, trie2: TrieNode): number | null {
   // left (this shouldn't happen, if that's the case the hash check at
   // the top of this function should pass)
   while (1) {
-    let keyset = new Set([...getKeys(node1), ...getKeys(node2)]);
-    let keys = [...keyset.values()];
+    const keyset = new Set([...getKeys(node1), ...getKeys(node2)]);
+    const keys = [...keyset.values()];
     keys.sort();
 
-    let diffkey = null;
+    let diffkey: null | '0' | '1' | '2' = null;
 
     // Traverse down the trie through keys that aren't the same. We
     // traverse down the keys in order. Stop in two cases: either one
@@ -110,10 +110,10 @@ export function diff(trie1: TrieNode, trie2: TrieNode): number | null {
     // changed time that we know of, because of pruning it might take
     // multiple passes to sync up a trie.
     for (let i = 0; i < keys.length; i++) {
-      let key = keys[i];
+      const key = keys[i];
 
-      let next1 = node1[key];
-      let next2 = node2[key];
+      const next1 = node1[key];
+      const next2 = node2[key];
 
       if (!next1 || !next2) {
         break;
@@ -143,13 +143,13 @@ export function prune(trie: TrieNode, n = 2): TrieNode {
     return trie;
   }
 
-  let keys = getKeys(trie);
+  const keys = getKeys(trie);
   keys.sort();
 
-  let next: TrieNode = { hash: trie.hash };
+  const next: TrieNode = { hash: trie.hash };
 
   // Prune child nodes.
-  for (let k of keys.slice(-n)) {
+  for (const k of keys.slice(-n)) {
     const node = trie[k];
 
     if (!node) {

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

@@ -28,7 +28,7 @@ describe('Timestamp', function () {
 
   describe('parsing', function () {
     it('should not parse', function () {
-      let invalidInputs = [
+      const invalidInputs = [
         null,
         undefined,
         {},
@@ -44,19 +44,19 @@ describe('Timestamp', function () {
         '9999-12-31T23:59:59.999Z-10000-FFFFFFFFFFFFFFFF',
         '9999-12-31T23:59:59.999Z-FFFF-10000000000000000',
       ];
-      for (let invalidInput of invalidInputs) {
+      for (const invalidInput of invalidInputs) {
         expect(Timestamp.parse(invalidInput as string)).toBe(null);
       }
     });
 
     it('should parse', function () {
-      let validInputs = [
+      const validInputs = [
         '1970-01-01T00:00:00.000Z-0000-0000000000000000',
         '2015-04-24T22:23:42.123Z-1000-0123456789ABCDEF',
         '9999-12-31T23:59:59.999Z-FFFF-FFFFFFFFFFFFFFFF',
       ];
-      for (let validInput of validInputs) {
-        let parsed = Timestamp.parse(validInput)!;
+      for (const validInput of validInputs) {
+        const parsed = Timestamp.parse(validInput)!;
         expect(typeof parsed).toBe('object');
         expect(parsed.millis() >= 0).toBeTruthy();
         expect(parsed.millis() < 253402300800000).toBeTruthy();

packages/crdt/src/crdt/timestamp.ts

@@ -80,7 +80,7 @@ export function makeClientId() {
   return uuidv4().replace(/-/g, '').slice(-16);
 }
 
-let config = {
+const config = {
   // Allow 5 minutes of clock drift
   maxDrift: 5 * 60 * 1000,
 };
@@ -96,9 +96,9 @@ export class Timestamp {
 
   constructor(millis: number, counter: number, node: string) {
     this._state = {
-      millis: millis,
-      counter: counter,
-      node: node,
+      millis,
+      counter,
+      node,
     };
   }
 
@@ -168,11 +168,11 @@ export class Timestamp {
       return timestamp;
     }
     if (typeof timestamp === 'string') {
-      let parts = timestamp.split('-');
+      const parts = timestamp.split('-');
       if (parts && parts.length === 5) {
-        let millis = Date.parse(parts.slice(0, 3).join('-')).valueOf();
-        let counter = parseInt(parts[3], 16);
-        let node = parts[4];
+        const millis = Date.parse(parts.slice(0, 3).join('-')).valueOf();
+        const counter = parseInt(parts[3], 16);
+        const node = parts[4];
         if (
           !isNaN(millis) &&
           millis >= 0 &&
@@ -198,17 +198,17 @@ export class Timestamp {
     }
 
     // retrieve the local wall time
-    let phys = Date.now();
+    const phys = Date.now();
 
     // unpack the clock.timestamp logical time and counter
-    let lOld = clock.timestamp.millis();
-    let cOld = clock.timestamp.counter();
+    const lOld = clock.timestamp.millis();
+    const cOld = clock.timestamp.counter();
 
     // calculate the next logical time and counter
     // * ensure that the logical time never goes backward
     // * increment the counter if phys time does not advance
-    let lNew = Math.max(lOld, phys);
-    let cNew = lOld === lNew ? cOld + 1 : 0;
+    const lNew = Math.max(lOld, phys);
+    const cNew = lOld === lNew ? cOld + 1 : 0;
 
     // check the result for drift and counter overflow
     if (lNew - phys > config.maxDrift) {
@@ -238,11 +238,11 @@ export class Timestamp {
     }
 
     // retrieve the local wall time
-    let phys = Date.now();
+    const phys = Date.now();
 
     // unpack the message wall time/counter
-    let lMsg = msg.millis();
-    let cMsg = msg.counter();
+    const lMsg = msg.millis();
+    const cMsg = msg.counter();
 
     // assert the node id and remote clock drift
     // if (msg.node() === clock.timestamp.node()) {
@@ -253,8 +253,8 @@ export class Timestamp {
     }
 
     // unpack the clock.timestamp logical time and counter
-    let lOld = clock.timestamp.millis();
-    let cOld = clock.timestamp.counter();
+    const lOld = clock.timestamp.millis();
+    const cOld = clock.timestamp.counter();
 
     // calculate the next logical time and counter
     // . ensure that the logical time never goes backward
@@ -262,15 +262,15 @@ export class Timestamp {
     // . if max = old > message, increment local counter
     // . if max = messsage > old, increment message counter
     // . otherwise, clocks are monotonic, reset counter
-    let lNew = Math.max(Math.max(lOld, phys), lMsg);
-    let cNew =
+    const lNew = Math.max(Math.max(lOld, phys), lMsg);
+    const cNew =
       lNew === lOld && lNew === lMsg
         ? Math.max(cOld, cMsg) + 1
         : lNew === lOld
-        ? cOld + 1
-        : lNew === lMsg
-        ? cMsg + 1
-        : 0;
+          ? cOld + 1
+          : lNew === lMsg
+            ? cMsg + 1
+            : 0;
 
     // check the result for drift and counter overflow
     if (lNew - phys > config.maxDrift) {

packages/crdt/tsconfig.dist.json

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

packages/desktop-client/.gitignore

@@ -10,11 +10,13 @@ test-results
 # production
 build
 build-stats
+stats.json
 
 # misc
 .DS_Store
 .env
 npm-debug.log
+.swc
 
 *kcab.*
 public/kcab

packages/desktop-client/README.md

@@ -32,31 +32,64 @@ Prerequisites:
 
 #### Running against the local server
 
-First start the dev server:
+First start a dev instance:
 
 ```sh
 HTTPS=true yarn start
 ```
-Next, navigate to the root of your project folder, run the standartised docker container, and launch the visual regression tests from within it.
+
+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 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
-docker run --rm --network host -v $(pwd):/work/ -w /work/ -it mcr.microsoft.com/playwright:v1.37.0-jammy /bin/bash
+docker run --rm --network host -v $(pwd):/work/ -w /work/ -it mcr.microsoft.com/playwright:v1.41.1-jammy /bin/bash
 
-    # If you recieve an error such as "docker: invalid reference format", please instead use the following command:
-    docker run --rm --network host -v ${pwd}:/work/ -w /work/ -it mcr.microsoft.com/playwright:v1.37.0-jammy /bin/bash
+    # If you receive an error such as "docker: invalid reference format", please instead use the following command:
+    docker run --rm --network host -v ${pwd}:/work/ -w /work/ -it mcr.microsoft.com/playwright:v1.41.1-jammy /bin/bash
 
-# Run the VRT tests: important - they MUST be ran against a HTTPS server
-E2E_START_URL=https://192.168.0.178:3001 yarn vrt
+# 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:
-    E2E_START_URL=https://192.168.0.178:3001 yarn vrt --update-snapshots
+    E2E_START_URL=https://ip:port yarn vrt --update-snapshots
 ```
 
 #### Running against a remote server
 
 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/bin/build-browser

@@ -8,7 +8,6 @@ echo "Building the browser..."
 rm -fr build
 
 export IS_GENERIC_BROWSER=1
-export INLINE_RUNTIME_CHUNK=false
 export REACT_APP_BACKEND_WORKER_HASH=`ls "$ROOT"/../public/kcab/kcab.worker.*.js |  sed 's/.*kcab\.worker\.\(.*\)\.js/\1/'`
 
 yarn build
@@ -16,4 +15,4 @@ yarn build
 rm -fr build-stats
 mkdir build-stats
 mv build/kcab/stats.json build-stats/loot-core-stats.json
-mv build/stats.json build-stats/desktop-client-stats.json
+mv ./stats.json build-stats/web-stats.json

packages/desktop-client/craco.config.ts

@@ -1,116 +0,0 @@
-const path = require('path');
-
-const {
-  loaderByName,
-  removeLoaders,
-  addAfterLoader,
-  addPlugins,
-} = require('@craco/craco');
-const chokidar = require('chokidar');
-const TerserPlugin = require('terser-webpack-plugin');
-const { IgnorePlugin } = require('webpack');
-const { BundleAnalyzerPlugin } = require('webpack-bundle-analyzer');
-
-if (process.env.CI) {
-  process.env.DISABLE_ESLINT_PLUGIN = 'true';
-}
-
-// Forward Netlify env variables
-if (process.env.REVIEW_ID) {
-  process.env.REACT_APP_REVIEW_ID = process.env.REVIEW_ID;
-}
-
-module.exports = {
-  webpack: {
-    configure: (webpackConfig, { env, paths }) => {
-      webpackConfig.mode =
-        process.env.NODE_ENV === 'development' ? 'development' : 'production';
-
-      // swc-loader
-      addAfterLoader(webpackConfig, loaderByName('babel-loader'), {
-        test: /\.m?[tj]sx?$/,
-        exclude: /node_modules/,
-        loader: require.resolve('swc-loader'),
-      });
-
-      // remove the babel loaders
-      removeLoaders(webpackConfig, loaderByName('babel-loader'));
-
-      addPlugins(webpackConfig, [
-        new BundleAnalyzerPlugin({
-          analyzerMode: 'disabled',
-          generateStatsFile: true,
-        }),
-        // Pikaday throws a warning if Moment.js is not installed however it doesn't
-        // actually require it to be installed. As we don't use Moment.js ourselves
-        // then we can just silence this warning.
-        new IgnorePlugin({
-          contextRegExp: /pikaday$/,
-          resourceRegExp: /moment$/,
-        }),
-      ]);
-
-      webpackConfig.resolve.extensions = [
-        '.web.js',
-        '.web.jsx',
-        '.web.ts',
-        '.web.tsx',
-        '.js',
-        '.jsx',
-        '.ts',
-        '.tsx',
-        ...webpackConfig.resolve.extensions,
-      ];
-
-      if (process.env.IS_GENERIC_BROWSER) {
-        webpackConfig.resolve.extensions = [
-          '.browser.js',
-          '.browser.jsx',
-          '.browser.ts',
-          '.browser.tsx',
-          ...webpackConfig.resolve.extensions,
-        ];
-      }
-
-      webpackConfig.optimization = {
-        ...webpackConfig.optimization,
-        minimize:
-          process.env.CI === 'true' || process.env.NODE_ENV !== 'development',
-        minimizer: [
-          new TerserPlugin({
-            minify: TerserPlugin.swcMinify,
-            // `terserOptions` options will be passed to `swc` (`@swc/core`)
-            // Link to options - https://swc.rs/docs/config-js-minify
-            terserOptions: {
-              compress: false,
-              mangle: true,
-            },
-          }),
-        ],
-      };
-
-      return webpackConfig;
-    },
-  },
-  devServer: (devServerConfig, { env, paths, proxy, allowedHost }) => {
-    devServerConfig.onBeforeSetupMiddleware = server => {
-      chokidar
-        .watch([
-          path.resolve('../loot-core/lib-dist/*.js'),
-          path.resolve('../loot-core/lib-dist/browser/*.js'),
-        ])
-        .on('all', function () {
-          for (const ws of server.webSocketServer.clients) {
-            ws.send(JSON.stringify({ type: 'static-changed' }));
-          }
-        });
-    };
-    devServerConfig.headers = {
-      ...devServerConfig.headers,
-      'Cross-Origin-Opener-Policy': 'same-origin',
-      'Cross-Origin-Embedder-Policy': 'require-corp',
-    };
-
-    return devServerConfig;
-  },
-};

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

@@ -2,12 +2,12 @@ import { test, expect } from '@playwright/test';
 
 import { ConfigurationPage } from './page-models/configuration-page';
 import { Navigation } from './page-models/navigation';
-import screenshotConfig from './screenshot.config';
 
 test.describe('Accounts', () => {
   let page;
   let navigation;
   let configurationPage;
+  let accountPage;
 
   test.beforeAll(async ({ browser }) => {
     page = await browser.newPage();
@@ -23,7 +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,
@@ -35,20 +35,68 @@ test.describe('Accounts', () => {
     await expect(transaction.category).toHaveText('Starting Balances');
     await expect(transaction.debit).toHaveText('');
     await expect(transaction.credit).toHaveText('100.00');
-    await expect(page).toHaveScreenshot(screenshotConfig(page));
+    await expect(page).toMatchThemeScreenshots();
   });
 
   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');
 
     const modal = await accountPage.clickCloseAccount();
     await modal.selectTransferAccount('Vanguard 401k');
-    await expect(page).toHaveScreenshot(screenshotConfig(page));
+    await expect(page).toMatchThemeScreenshots();
     await modal.closeAccount();
 
     await expect(accountPage.accountName).toHaveText('Closed: Roth IRA');
-    await expect(page).toHaveScreenshot(screenshotConfig(page));
+    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

@@ -1,7 +1,6 @@
 import { test, expect } from '@playwright/test';
 
 import { ConfigurationPage } from './page-models/configuration-page';
-import screenshotConfig from './screenshot.config';
 
 test.describe('Budget', () => {
   let page;
@@ -34,7 +33,7 @@ test.describe('Budget', () => {
     await expect(summary.getByText(/^Overspent in /)).toBeVisible();
     await expect(summary.getByText('Budgeted')).toBeVisible();
     await expect(summary.getByText('For Next Month')).toBeVisible();
-    await expect(page).toHaveScreenshot(screenshotConfig(page));
+    await expect(page).toMatchThemeScreenshots();
   });
 
   test('transfer funds to another category', async () => {
@@ -47,7 +46,7 @@ test.describe('Budget', () => {
     expect(await budgetPage.getBalanceForRow(2)).toEqual(
       currentFundsA + currentFundsB,
     );
-    await expect(page).toHaveScreenshot(screenshotConfig(page));
+    await expect(page).toMatchThemeScreenshots();
   });
 
   test('budget table is rendered', async () => {
@@ -60,12 +59,9 @@ test.describe('Budget', () => {
   });
 
   test('clicking on spent amounts opens a transaction page', async () => {
-    let categoryName = await budgetPage.getCategoryNameForRow(1);
-    let accountPage = await budgetPage.clickOnSpentAmountForRow(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",
@@ -1671,9 +1707,90 @@
         "import_payee_name_original": null,
         "debt_transaction_type": null,
         "deleted": false
+      },
+      {
+        "id": "213526fc-ba49-4790-8a96-cc2a50182728",
+        "date": "2023-09-04",
+        "amount": -100000,
+        "memo": "Test transaction",
+        "cleared": "cleared",
+        "approved": true,
+        "flag_color": null,
+        "account_id": "bc1d862f-bab0-41c3-bd1e-6cee8c688e32",
+        "payee_id": "2a20470a-634f-4efa-a7f6-f1c0b0bdda41",
+        "category_id": "36120d44-6c61-4402-985a-891a8d267858",
+        "transfer_account_id": null,
+        "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": "024494a1-f1e0-4667-9fc0-91e4a4262193",
+        "date": "2023-09-04",
+        "amount": 50000,
+        "memo": "split part b",
+        "cleared": "cleared",
+        "approved": true,
+        "flag_color": null,
+        "account_id": "125f339b-2a63-481e-84c0-f04d898905d2",
+        "payee_id": "",
+        "category_id": null,
+        "transfer_account_id": "bc1d862f-bab0-41c3-bd1e-6cee8c688e32",
+        "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,
+        "debt_transaction_type": null,
+        "deleted": false
+      }
+    ],
+    "subtransactions": [
+      {
+        "id": "d8ec8c84-5033-4f7e-8485-66bfe19a70d6",
+        "transaction_id": "213526fc-ba49-4790-8a96-cc2a50182728",
+        "amount": -50000,
+        "memo": "split part a",
+        "payee_id": "2a20470a-634f-4efa-a7f6-f1c0b0bdda41",
+        "category_id": "36120d44-6c61-4402-985a-891a8d267858",
+        "transfer_account_id": null,
+        "deleted": false
+      },
+      {
+        "id": "870d8780-79cf-4197-a341-47d24b2b5a59",
+        "transaction_id": "213526fc-ba49-4790-8a96-cc2a50182728",
+        "amount": -50000,
+        "memo": "split part b",
+        "payee_id": "8d3017e0-2aa6-4fe2-b011-c53c9f147eb6",
+        "category_id": null,
+        "transfer_account_id": "125f339b-2a63-481e-84c0-f04d898905d2",
+        "deleted": false
       }
     ],
-    "subtransactions": [],
     "scheduled_transactions": [],
     "scheduled_subtransactions": []
   },

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

@@ -2,7 +2,6 @@ import { test, expect } from '@playwright/test';
 
 import { ConfigurationPage } from './page-models/configuration-page';
 import { MobileNavigation } from './page-models/mobile-navigation';
-import screenshotConfig from './screenshot.config';
 
 test.describe('Mobile', () => {
   let page;
@@ -43,47 +42,52 @@ test.describe('Mobile', () => {
       'Mortgage',
       'Water',
       'Power',
+      'Starting Balances',
+      'Misc',
+      'Income',
     ]);
-    await expect(page).toHaveScreenshot(screenshotConfig(page));
+    await expect(page).toMatchThemeScreenshots();
   });
 
   test('opens the accounts page and asserts on balances', async () => {
     const accountsPage = await navigation.goToAccountsPage();
 
-    const account = await accountsPage.getNthAccount(0);
+    const account = await accountsPage.getNthAccount(1);
 
     await expect(account.name).toHaveText('Ally Savings');
     await expect(account.balance).toHaveText('7,653.00');
-    await expect(page).toHaveScreenshot(screenshotConfig(page));
+    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(1);
+    const accountPage = await accountsPage.openNthAccount(0);
 
     await expect(accountPage.heading).toHaveText('Bank of America');
     expect(await accountPage.getBalance()).toBeGreaterThan(0);
 
     await expect(accountPage.noTransactionsFoundError).not.toBeVisible();
-    await expect(page).toHaveScreenshot(screenshotConfig(page));
+    await expect(page).toMatchThemeScreenshots();
 
     await accountPage.searchByText('nothing should be found');
     await expect(accountPage.noTransactionsFoundError).toBeVisible();
     await expect(accountPage.transactions).toHaveCount(0);
-    await expect(page).toHaveScreenshot(screenshotConfig(page));
+    await expect(page).toMatchThemeScreenshots();
 
     await accountPage.searchByText('Kroger');
     await expect(accountPage.transactions).not.toHaveCount(0);
-    await expect(page).toHaveScreenshot(screenshotConfig(page));
+    await expect(page).toMatchThemeScreenshots();
   });
 
   test('creates a transaction via footer button', async () => {
     const transactionEntryPage = await navigation.goToTransactionEntryPage();
-    await expect(page).toHaveScreenshot(screenshotConfig(page));
+    await expect(page).toMatchThemeScreenshots();
 
     await expect(transactionEntryPage.header).toHaveText('New Transaction');
 
     await transactionEntryPage.amountField.fill('12.34');
+    // Click anywhere to cancel active edit.
+    await transactionEntryPage.header.click();
     await transactionEntryPage.fillField(
       page.getByTestId('payee-field'),
       'Kroger',
@@ -96,14 +100,14 @@ test.describe('Mobile', () => {
       page.getByTestId('account-field'),
       'Ally Savings',
     );
-    await expect(page).toHaveScreenshot(screenshotConfig(page));
+    await expect(page).toMatchThemeScreenshots();
 
     const accountPage = await transactionEntryPage.createTransaction();
 
     await expect(accountPage.transactions.nth(0)).toHaveText(
       'KrogerClothing-12.34',
     );
-    await expect(page).toHaveScreenshot(screenshotConfig(page));
+    await expect(page).toMatchThemeScreenshots();
   });
 
   test('creates a transaction from `/accounts/:id` page', async () => {
@@ -112,9 +116,11 @@ test.describe('Mobile', () => {
     const transactionEntryPage = await accountPage.clickCreateTransaction();
 
     await expect(transactionEntryPage.header).toHaveText('New Transaction');
-    await expect(page).toHaveScreenshot(screenshotConfig(page));
+    await expect(page).toMatchThemeScreenshots();
 
     await transactionEntryPage.amountField.fill('12.34');
+    // Click anywhere to cancel active edit.
+    await transactionEntryPage.header.click();
     await transactionEntryPage.fillField(
       page.getByTestId('payee-field'),
       'Kroger',
@@ -133,7 +139,7 @@ test.describe('Mobile', () => {
 
   test('checks that settings page can be opened', async () => {
     const settingsPage = await navigation.goToSettingsPage();
-    await expect(page).toHaveScreenshot(screenshotConfig(page));
+    await expect(page).toMatchThemeScreenshots();
 
     const downloadPromise = page.waitForEvent('download');
 
@@ -144,6 +150,6 @@ test.describe('Mobile', () => {
     expect(await download.suggestedFilename()).toMatch(
       /^\d{4}-\d{2}-\d{2}-.*.zip$/,
     );
-    await expect(page).toHaveScreenshot(screenshotConfig(page));
+    await expect(page).toMatchThemeScreenshots();
   });
 });