Database

* translate Allocation Methods

* fix translate Action

translate Split info

* translate date range

* translate monthly spending

* translate shorter filter

* translate date filter reports custom

* add relese note

---------

Co-authored-by: Alex <Alex>

.cursor/rules/pull-request.mdc

@@ -0,0 +1,24 @@
+---
+description: 
+globs: 
+alwaysApply: true
+---
+Before pushing code changes or opening a pull request, follow these steps:
+
+1. Check if your branch already has a changelog file in the "upcoming-release-notes" folder.
+2. If there is no changelog file for your branch:
+   a. Find the number of the most recent (highest-numbered) open issue or pull request on GitHub.
+   b. Increment that number by 1. Use this as the filename for your new changelog file.
+   c. Create a new markdown file in the "upcoming-release-notes" folder with the following format:
+
+```
+---
+category: Features OR Maintenance OR Enhancements OR Bugfix
+authors: [$GithubUsername]
+---
+
+$Description
+```
+
+3. Commit the new changelog file.
+4. Proceed with your push or pull request.

.cursor/rules/typescript.mdc

@@ -0,0 +1,32 @@
+---
+description: 
+globs: *.ts,*.tsx
+alwaysApply: false
+---
+
+You are an expert in TypeScript and React.
+
+Code Style and Structure
+
+- Write concise, technical TypeScript code.
+- Use functional and declarative programming patterns; avoid classes.
+- Prefer iteration and modularization over code duplication.
+- Use descriptive variable names with auxiliary verbs (e.g., isLoaded, hasError).
+- Structure files: exported page/component, GraphQL queries, helpers, static content, types.
+
+Naming Conventions
+
+- Favor named exports for components and utilities.
+
+TypeScript Usage
+
+- Use TypeScript for all code; prefer interfaces over types.
+- Avoid enums; use objects or maps instead.
+- Avoid using `any` or `unknown` unless absolutely necessary. Look for type definitions in the codebase instead.
+- Avoid type assertions with `as` or `!`; prefer using `satisfies`.
+
+Syntax and Formatting
+
+- Use the "function" keyword for pure functions.
+- Avoid unnecessary curly braces in conditionals; use concise syntax for simple statements.
+- Use declarative JSX, keeping JSX minimal and readable.

.cursor/rules/unit-tests.mdc

@@ -0,0 +1,14 @@
+---
+description: 
+globs: 
+alwaysApply: true
+---
+Vitest test runner is used for unit tests.
+
+When running unit tests, always include the flag `--watch=false` to prevent watch mode.
+
+To run unit tests for a specific package in the monorepo, use the following command:
+
+`yarn workspace <workspaceNameFromPackageJson> run test <pathToTest>`
+
+Recommendation: Minimize the number of dependencies you mock. The fewer dependencies you mock, the better.

.devcontainer/devcontainer.json

@@ -0,0 +1,11 @@
+// For format details, see https://aka.ms/devcontainer.json. For config options, see the
+// README at: https://github.com/devcontainers/templates/tree/main/src/docker-existing-docker-compose
+{
+  "name": "Actual development",
+  "dockerComposeFile": ["../docker-compose.yml", "docker-compose.yml"],
+  // Alternatively:
+  // "image": "mcr.microsoft.com/devcontainers/typescript-node:0-16",
+  "service": "actual-development",
+  "workspaceFolder": "/workspaces/${localWorkspaceFolderBasename}",
+  "postCreateCommand": "yarn install"
+}

.devcontainer/docker-compose.yml

@@ -0,0 +1,6 @@
+version: '3.8'
+services:
+  actual-development:
+    volumes:
+      - ..:/workspaces:cached
+    command: /bin/sh -c "while sleep 1000; do :; done"

.eslintrc.js

@@ -1,47 +0,0 @@
-module.exports = {
-  plugins: ['prettier', 'import'],
-  extends: ['react-app'],
-  rules: {
-    'prettier/prettier': 'error',
-    'no-unused-vars': [
-      'error',
-      {
-        args: 'none',
-        varsIgnorePattern: '^_',
-        ignoreRestSiblings: true
-      }
-    ],
-    'no-loop-func': 'off',
-    'no-restricted-globals': 'off',
-
-    'import/no-useless-path-segments': 'error',
-    'import/order': [
-      'error',
-      {
-        alphabetize: {
-          caseInsensitive: true,
-          order: 'asc'
-        },
-        groups: [
-          'builtin', // Built-in types are first
-          'external',
-          'parent',
-          'sibling',
-          'index' // Then the index file
-        ],
-        'newlines-between': 'always',
-        pathGroups: [
-          // Enforce that React (and react-related packages) is the first import
-          { group: 'builtin', pattern: 'react?(-*)', position: 'before' },
-          // Separate imports from Actual from "real" external imports
-          {
-            group: 'external',
-            pattern: 'loot-{core,design}/**/*',
-            position: 'after'
-          }
-        ],
-        pathGroupsExcludedImportTypes: ['react']
-      }
-    ]
-  }
-};

.gitattributes

@@ -8,8 +8,12 @@
 
 # Declare files that will always have LF line endings on checkout.
 *.js text eol=lf
+*.ts text eol=lf
+*.sh text eol=lf
+*.tsx text eol=lf
+
 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

@@ -0,0 +1,3 @@
+# Funding policies: https://actualbudget.org/docs/contributing/leadership/funding
+open_collective: actual
+github: actualbudget

.github/ISSUE_TEMPLATE/bug-report.yml

@@ -1,13 +1,18 @@
 name: Bug Report
 description: File a bug report also known as an issue or problem.
 title: '[Bug]: '
-labels: ['bug', 'needs triage']
+labels: ['needs triage', 'bug']
 body:
   - type: markdown
-    id: intro-md
     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
+    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:
@@ -16,8 +21,6 @@ body:
       options:
         - label: 'I have searched and found no existing issue'
           required: true
-    validations:
-      required: true
   - type: textarea
     id: what-happened
     attributes:
@@ -28,14 +31,14 @@ body:
     validations:
       required: true
   - type: textarea
-    id: errors-received
+    id: reproduction
     attributes:
-      label: 'What error did you receive?'
-      description: 'If you received an error or a message on the screen, please provide that here.'
+      label: How can we reproduce the issue?
+      description: Please give step-by-step instructions on how to reproduce the issue. In most cases this might also require uploading a sample budget/import file.
+      value: 'How can we reproduce the issue?'
     validations:
-      required: false
+      required: true
   - type: markdown
-    id: env-info
     attributes:
       value: '## Environment Details'
   - type: dropdown
@@ -47,7 +50,9 @@ body:
         - Locally via Yarn
         - Docker
         - Fly.io
+        - Pikapods
         - NAS
+        - Desktop App (Electron)
         - Other
     validations:
       required: false
@@ -61,6 +66,7 @@ body:
         - Chrome
         - Safari
         - Microsoft Edge
+        - Desktop App (Electron)
         - Other
   - type: dropdown
     id: operating-system

.github/ISSUE_TEMPLATE/config.yml

@@ -1 +1,11 @@
 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.
+  - name: Translations
+    url: https://hosted.weblate.org/projects/actualbudget/actual/
+    about: Found a string that needs a better translation? Add your suggestion or upvote an existing one in Weblate.

.github/ISSUE_TEMPLATE/feature-request.yml

@@ -1,10 +1,9 @@
 name: Feature request
 description: Request a missing feature
 title: '[Feature] '
-labels: ['feature', 'needs triage']
+labels: ['feature']
 body:
   - type: markdown
-    id: intro-md
     attributes:
       value: |
         Thanks for taking the time to fill out this feature request! Please ensure you provide as much information as possible so we can better understand what you’re proposing so we can come up with the best solution for everyone.
@@ -16,8 +15,6 @@ body:
       options:
         - label: 'I have searched and found no existing issue'
           required: true
-    validations:
-      required: true
   - type: checkboxes
     attributes:
       label: '💻'

.github/PULL_REQUEST_TEMPLATE.md

@@ -0,0 +1 @@
+<!-- Thank you for submitting a pull request! Make sure to follow the instructions to write release notes for your PR — it should only take a minute or two: https://github.com/actualbudget/docs#writing-good-release-notes. Try running yarn generate:release-notes *before* pushing your PR for an interactive experience. -->

.github/actions/ai-generated-release-notes/check-first-comment.js

@@ -0,0 +1,75 @@
+#!/usr/bin/env node
+
+import { Octokit } from '@octokit/rest';
+import fs from 'fs';
+
+const token = process.env.GITHUB_TOKEN;
+const repo = process.env.GITHUB_REPOSITORY;
+const issueNumber = process.env.GITHUB_EVENT_ISSUE_NUMBER;
+const commentId = process.env.GITHUB_EVENT_COMMENT_ID;
+
+if (!token || !repo || !issueNumber || !commentId) {
+  console.log('Missing required environment variables');
+  process.exit(1);
+}
+
+const [owner, repoName] = repo.split('/');
+const octokit = new Octokit({ auth: token });
+
+function setOutput(name, value) {
+  fs.appendFileSync(process.env.GITHUB_OUTPUT, `${name}=${value}\n`);
+}
+
+async function checkFirstComment() {
+  try {
+    console.log('Fetching comments with Octokit...');
+
+    // Get all comments with automatic pagination
+    const comments = await octokit.paginate(octokit.rest.issues.listComments, {
+      owner,
+      repo: repoName,
+      issue_number: issueNumber,
+    });
+
+    console.log(`Total comments found: ${comments.length}`);
+
+    // Filter for CodeRabbit summary comments (containing the specific marker)
+    const coderabbitSummaryComments = comments.filter(comment => {
+      const isCodeRabbit = comment.user.login === 'coderabbitai[bot]';
+      const hasSummaryMarker = comment.body.includes(
+        '<!-- This is an auto-generated comment: summarize by coderabbit.ai -->',
+      );
+
+      if (isCodeRabbit) {
+        console.log(
+          `CodeRabbit comment found (ID: ${comment.id}), has summary marker: ${hasSummaryMarker}`,
+        );
+      }
+
+      return isCodeRabbit && hasSummaryMarker;
+    });
+
+    const isFirstSummaryComment =
+      coderabbitSummaryComments.length === 1 &&
+      coderabbitSummaryComments[0].id == commentId;
+
+    console.log(
+      `CodeRabbit summary comments found: ${coderabbitSummaryComments.length}`,
+    );
+    console.log(`Current comment ID: ${commentId}`);
+    console.log(`Is first summary comment: ${isFirstSummaryComment}`);
+    setOutput('result', isFirstSummaryComment);
+  } catch (error) {
+    console.log('Error checking CodeRabbit comment:', error.message);
+    console.log('Stack:', error.stack);
+    setOutput('result', 'false');
+    process.exit(1);
+  }
+}
+
+checkFirstComment().catch(error => {
+  console.log('Unhandled error:', error.message);
+  console.log('Stack:', error.stack);
+  setOutput('result', 'false');
+  process.exit(1);
+});

.github/actions/ai-generated-release-notes/check-release-notes-exists.js

@@ -0,0 +1,76 @@
+#!/usr/bin/env node
+
+import { Octokit } from '@octokit/rest';
+import fs from 'fs';
+
+const token = process.env.GITHUB_TOKEN;
+const repo = process.env.GITHUB_REPOSITORY;
+const issueNumber = process.env.GITHUB_EVENT_ISSUE_NUMBER;
+const prDetailsJson = process.env.PR_DETAILS;
+
+if (!token || !repo || !issueNumber || !prDetailsJson) {
+  console.log('Missing required environment variables');
+  process.exit(1);
+}
+
+const [owner, repoName] = repo.split('/');
+const octokit = new Octokit({ auth: token });
+
+function setOutput(name, value) {
+  fs.appendFileSync(process.env.GITHUB_OUTPUT, `${name}=${value}\n`);
+}
+
+async function checkReleaseNotesExists() {
+  try {
+    const prDetails = JSON.parse(prDetailsJson);
+    if (!prDetails) {
+      console.log('No PR details available, skipping file check');
+      setOutput('result', 'false');
+      return;
+    }
+
+    const fileName = `upcoming-release-notes/${prDetails.number}.md`;
+
+    // Get PR info to get head SHA
+    const { data: pr } = await octokit.rest.pulls.get({
+      owner,
+      repo: repoName,
+      pull_number: issueNumber,
+    });
+
+    const prHeadSha = pr.head.sha;
+    console.log(
+      `Checking for file on PR branch: ${pr.head.ref} (${prHeadSha})`,
+    );
+
+    // Check if file exists
+    try {
+      await octokit.rest.repos.getContent({
+        owner,
+        repo: repoName,
+        path: fileName,
+        ref: prHeadSha,
+      });
+
+      console.log(
+        `Release notes file already exists on PR branch: ${fileName}`,
+      );
+      setOutput('result', 'true');
+    } catch (error) {
+      if (error.status === 404) {
+        console.log(
+          `No existing release notes file found on PR branch: ${fileName}`,
+        );
+        setOutput('result', 'false');
+      } else {
+        console.log('Error checking file existence:', error.message);
+        setOutput('result', 'false');
+      }
+    }
+  } catch (error) {
+    console.log('Error in file existence check:', error.message);
+    setOutput('result', 'false');
+  }
+}
+
+checkReleaseNotesExists();

.github/actions/ai-generated-release-notes/comment-on-pr.js

@@ -0,0 +1,77 @@
+#!/usr/bin/env node
+
+import { Octokit } from '@octokit/rest';
+
+const token = process.env.GITHUB_TOKEN;
+const repo = process.env.GITHUB_REPOSITORY;
+const issueNumber = process.env.GITHUB_EVENT_ISSUE_NUMBER;
+const summaryDataJson = process.env.SUMMARY_DATA;
+const category = process.env.CATEGORY;
+
+if (!token || !repo || !issueNumber || !summaryDataJson || !category) {
+  console.log('Missing required environment variables');
+  process.exit(1);
+}
+
+const [owner, repoName] = repo.split('/');
+const octokit = new Octokit({ auth: token });
+
+async function commentOnPR() {
+  try {
+    const summaryData = JSON.parse(summaryDataJson);
+
+    if (!summaryData) {
+      console.log('No summary data available, skipping comment');
+      return;
+    }
+
+    if (!category || category === 'null') {
+      console.log('No valid category available, skipping comment');
+      return;
+    }
+
+    // Clean category for display
+    const cleanCategory =
+      typeof category === 'string'
+        ? category.replace(/^["']|["']$/g, '')
+        : category;
+
+    // Get PR info for the file URL
+    const { data: pr } = await octokit.rest.pulls.get({
+      owner,
+      repo: repoName,
+      pull_number: issueNumber,
+    });
+
+    const prBranch = pr.head.ref;
+    const headOwner = pr.head.repo.owner.login;
+    const headRepo = pr.head.repo.name;
+    const fileUrl = `https://github.com/${headOwner}/${headRepo}/blob/${prBranch}/upcoming-release-notes/${summaryData.prNumber}.md`;
+
+    const commentBody = [
+      '🤖 **Auto-generated Release Notes**',
+      '',
+      `Hey @${summaryData.author}! I've automatically created a release notes file based on CodeRabbit's analysis:`,
+      '',
+      `**Category:** ${cleanCategory}`,
+      `**Summary:** ${summaryData.summary}`,
+      `**File:** [upcoming-release-notes/${summaryData.prNumber}.md](${fileUrl})`,
+      '',
+      //      'The release notes file has been committed to the repository. You can edit it if needed before merging.',
+      "If you're happy with this release note, you can add it to your pull request. If not, you'll need to add your own before a maintainer can review your change.",
+    ].join('\n');
+
+    await octokit.rest.issues.createComment({
+      owner,
+      repo: repoName,
+      issue_number: issueNumber,
+      body: commentBody,
+    });
+
+    console.log('✅ Successfully commented on PR');
+  } catch (error) {
+    console.log('Error commenting on PR:', error.message);
+  }
+}
+
+commentOnPR();

.github/actions/ai-generated-release-notes/create-release-notes-file.js

@@ -0,0 +1,96 @@
+#!/usr/bin/env node
+
+import { Octokit } from '@octokit/rest';
+
+const token = process.env.GITHUB_TOKEN;
+const repo = process.env.GITHUB_REPOSITORY;
+const issueNumber = process.env.GITHUB_EVENT_ISSUE_NUMBER;
+const summaryDataJson = process.env.SUMMARY_DATA;
+const category = process.env.CATEGORY;
+
+if (!token || !repo || !issueNumber || !summaryDataJson || !category) {
+  console.log('Missing required environment variables');
+  process.exit(1);
+}
+
+const [owner, repoName] = repo.split('/');
+const octokit = new Octokit({ auth: token });
+
+async function createReleaseNotesFile() {
+  try {
+    const summaryData = JSON.parse(summaryDataJson);
+
+    console.log('Debug - Category value:', category);
+    console.log('Debug - Category type:', typeof category);
+    console.log('Debug - Category JSON stringified:', JSON.stringify(category));
+
+    if (!summaryData) {
+      console.log('No summary data available, cannot create file');
+      return;
+    }
+
+    if (!category || category === 'null') {
+      console.log('No valid category available, cannot create file');
+      return;
+    }
+
+    // Create file content - ensure category is not quoted
+    const cleanCategory =
+      typeof category === 'string'
+        ? category.replace(/^["']|["']$/g, '')
+        : category;
+    console.log('Debug - Clean category:', cleanCategory);
+
+    const fileContent = `---
+category: ${cleanCategory}
+authors: [${summaryData.author}]
+---
+
+${summaryData.summary}`;
+
+    const fileName = `upcoming-release-notes/${summaryData.prNumber}.md`;
+
+    console.log(`Creating release notes file: ${fileName}`);
+    console.log('File content:');
+    console.log(fileContent);
+
+    // Get PR info
+    const { data: pr } = await octokit.rest.pulls.get({
+      owner,
+      repo: repoName,
+      pull_number: issueNumber,
+    });
+
+    const prBranch = pr.head.ref;
+    const headOwner = pr.head.repo.owner.login;
+    const headRepo = pr.head.repo.name;
+
+    console.log(
+      `Committing to PR branch: ${headOwner}/${headRepo}:${prBranch}`,
+    );
+
+    // Create the file via GitHub API on the PR branch
+    await octokit.rest.repos.createOrUpdateFileContents({
+      owner: headOwner,
+      repo: headRepo,
+      path: fileName,
+      message: `Add release notes for PR #${summaryData.prNumber}`,
+      content: Buffer.from(`${fileContent}\n\n`).toString('base64'),
+      branch: prBranch,
+      committer: {
+        name: 'github-actions[bot]',
+        email: 'github-actions[bot]@users.noreply.github.com',
+      },
+      author: {
+        name: 'github-actions[bot]',
+        email: 'github-actions[bot]@users.noreply.github.com',
+      },
+    });
+
+    console.log(`✅ Successfully created release notes file: ${fileName}`);
+  } catch (error) {
+    console.log('Error creating release notes file:', error.message);
+  }
+}
+
+createReleaseNotesFile();

.github/actions/ai-generated-release-notes/determine-category.js

@@ -0,0 +1,118 @@
+#!/usr/bin/env node
+
+const https = require('https');
+const fs = require('fs');
+
+const commentBody = process.env.GITHUB_EVENT_COMMENT_BODY;
+const prDetailsJson = process.env.PR_DETAILS;
+const summaryDataJson = process.env.SUMMARY_DATA;
+const openaiApiKey = process.env.OPENAI_API_KEY;
+
+if (!commentBody || !prDetailsJson || !summaryDataJson || !openaiApiKey) {
+  console.log('Missing required environment variables');
+  process.exit(1);
+}
+
+function setOutput(name, value) {
+  fs.appendFileSync(process.env.GITHUB_OUTPUT, `${name}=${value}\n`);
+}
+
+try {
+  const prDetails = JSON.parse(prDetailsJson);
+  const summaryData = JSON.parse(summaryDataJson);
+
+  if (!summaryData || !prDetails) {
+    console.log('Missing data for categorization');
+    setOutput('result', 'null');
+    process.exit(0);
+  }
+
+  const data = JSON.stringify({
+    model: 'gpt-4o-mini',
+    messages: [
+      {
+        role: 'system',
+        content:
+          'You are categorizing pull requests for release notes. You must respond with exactly one of these categories: "Features", "Enhancements", "Bugfix", or "Maintenance". No other text or explanation.',
+      },
+      {
+        role: 'user',
+        content: `PR Title: ${prDetails.title}\n\nGenerated Summary: ${summaryData.summary}\n\nCodeRabbit Analysis:\n${commentBody}\n\nCategories:\n- Features: New functionality or capabilities\n- Bugfix: Fixes for broken or incorrect behavior\n- Enhancements: Improvements to existing functionality\n- Maintenance: Code cleanup, refactoring, dependencies, etc.\n\nWhat category does this PR belong to?`,
+      },
+    ],
+    max_tokens: 10,
+    temperature: 0.1,
+  });
+
+  const options = {
+    hostname: 'api.openai.com',
+    path: '/v1/chat/completions',
+    method: 'POST',
+    headers: {
+      Authorization: `Bearer ${openaiApiKey}`,
+      'Content-Type': 'application/json',
+    },
+  };
+
+  const req = https.request(options, res => {
+    let responseData = '';
+    res.on('data', chunk => (responseData += chunk));
+    res.on('end', () => {
+      if (res.statusCode !== 200) {
+        console.log('OpenAI API error for categorization');
+        setOutput('result', 'null');
+        return;
+      }
+
+      try {
+        const response = JSON.parse(responseData);
+        console.log('OpenAI raw response:', JSON.stringify(response, null, 2));
+
+        const rawContent = response.choices[0].message.content.trim();
+        console.log('Raw content from OpenAI:', rawContent);
+
+        let category;
+        try {
+          category = JSON.parse(rawContent);
+          console.log('Parsed category:', category);
+        } catch (parseError) {
+          console.log(
+            'JSON parse error, using raw content:',
+            parseError.message,
+          );
+          category = rawContent;
+        }
+
+        // Validate the category response
+        const validCategories = [
+          'Features',
+          'Bugfix',
+          'Enhancements',
+          'Maintenance',
+        ];
+        if (validCategories.includes(category)) {
+          console.log('OpenAI categorized as:', category);
+          setOutput('result', category);
+        } else {
+          console.log('Invalid category from OpenAI:', category);
+          console.log('Valid categories are:', validCategories);
+          setOutput('result', 'null');
+        }
+      } catch (error) {
+        console.log('Error parsing OpenAI response:', error.message);
+        setOutput('result', 'null');
+      }
+    });
+  });
+
+  req.on('error', error => {
+    console.log('Error in categorization:', error.message);
+    setOutput('result', 'null');
+  });
+
+  req.write(data);
+  req.end();
+} catch (error) {
+  console.log('Error in categorization:', error.message);
+  setOutput('result', 'null');
+}

.github/actions/ai-generated-release-notes/generate-summary.js

@@ -0,0 +1,97 @@
+#!/usr/bin/env node
+
+const https = require('https');
+const fs = require('fs');
+
+const commentBody = process.env.GITHUB_EVENT_COMMENT_BODY;
+const prDetailsJson = process.env.PR_DETAILS;
+const openaiApiKey = process.env.OPENAI_API_KEY;
+
+if (!commentBody || !prDetailsJson || !openaiApiKey) {
+  console.log('Missing required environment variables');
+  process.exit(1);
+}
+
+function setOutput(name, value) {
+  fs.appendFileSync(process.env.GITHUB_OUTPUT, `${name}=${value}\n`);
+}
+
+try {
+  const prDetails = JSON.parse(prDetailsJson);
+
+  if (!prDetails) {
+    console.log('No PR details available, cannot generate summary');
+    setOutput('result', 'null');
+    process.exit(0);
+  }
+
+  console.log('CodeRabbit comment body:', commentBody);
+
+  const data = JSON.stringify({
+    model: 'gpt-4o-mini',
+    messages: [
+      {
+        role: 'system',
+        content:
+          'You are a technical writer helping to create concise release notes. Generate a maximum 15-word summary that describes what this PR does. Focus on the user-facing changes or bug fixes. Do not include "This PR" or similar phrases - just describe the change directly. Start with a base form verb (e.g., "Add" not "Adds", "Fix" not "Fixes", "Introduce" not "Introduces").',
+      },
+      {
+        role: 'user',
+        content: `PR Title: ${prDetails.title}\n\nCodeRabbit Analysis:\n${commentBody}\n\nPlease provide a concise summary (max 15 words) of what this PR accomplishes.`,
+      },
+    ],
+    max_tokens: 50,
+    temperature: 0.3,
+  });
+
+  const options = {
+    hostname: 'api.openai.com',
+    path: '/v1/chat/completions',
+    method: 'POST',
+    headers: {
+      Authorization: `Bearer ${openaiApiKey}`,
+      'Content-Type': 'application/json',
+    },
+  };
+
+  const req = https.request(options, res => {
+    let responseData = '';
+    res.on('data', chunk => (responseData += chunk));
+    res.on('end', () => {
+      if (res.statusCode !== 200) {
+        console.log(`OpenAI API error: ${res.statusCode} ${res.statusMessage}`);
+        setOutput('result', 'null');
+        return;
+      }
+
+      try {
+        const response = JSON.parse(responseData);
+        const summary = response.choices[0].message.content.trim();
+
+        console.log('Generated summary:', summary);
+
+        const result = {
+          summary: summary,
+          prNumber: prDetails.number,
+          author: prDetails.author,
+        };
+
+        setOutput('result', JSON.stringify(result));
+      } catch (error) {
+        console.log('Error parsing OpenAI response:', error.message);
+        setOutput('result', 'null');
+      }
+    });
+  });
+
+  req.on('error', error => {
+    console.log('Error generating summary:', error.message);
+    setOutput('result', 'null');
+  });
+
+  req.write(data);
+  req.end();
+} catch (error) {
+  console.log('Error generating summary:', error.message);
+  setOutput('result', 'null');
+}

.github/actions/ai-generated-release-notes/pr-details.js

@@ -0,0 +1,59 @@
+#!/usr/bin/env node
+
+import { Octokit } from '@octokit/rest';
+import fs from 'fs';
+
+const token = process.env.GITHUB_TOKEN;
+const repo = process.env.GITHUB_REPOSITORY;
+const issueNumber = process.env.GITHUB_EVENT_ISSUE_NUMBER;
+
+if (!token || !repo || !issueNumber) {
+  console.log('Missing required environment variables');
+  process.exit(1);
+}
+
+const [owner, repoName] = repo.split('/');
+const octokit = new Octokit({ auth: token });
+
+function setOutput(name, value) {
+  fs.appendFileSync(process.env.GITHUB_OUTPUT, `${name}=${value}\n`);
+}
+
+async function getPRDetails() {
+  try {
+    console.log(
+      `Fetching PR details for ${owner}/${repoName}#${issueNumber}...`,
+    );
+
+    const { data: pr } = await octokit.rest.pulls.get({
+      owner,
+      repo: repoName,
+      pull_number: issueNumber,
+    });
+
+    console.log('PR details fetched successfully');
+    console.log('- PR Number:', pr.number);
+    console.log('- PR Author:', pr.user.login);
+    console.log('- PR Title:', pr.title);
+
+    const result = {
+      number: pr.number,
+      author: pr.user.login,
+      title: pr.title,
+    };
+
+    setOutput('result', JSON.stringify(result));
+  } catch (error) {
+    console.log('Error getting PR details:', error.message);
+    console.log('Stack:', error.stack);
+    setOutput('result', 'null');
+    process.exit(1);
+  }
+}
+
+getPRDetails().catch(error => {
+  console.log('Unhandled error:', error.message);
+  console.log('Stack:', error.stack);
+  setOutput('result', 'null');
+  process.exit(1);
+});

.github/actions/check-migrations.js

@@ -0,0 +1,60 @@
+#!/usr/bin/env node
+
+// overview:
+// 1. Identify the migrations in packages/loot-core/migrations/* on `master` and HEAD
+// 2. Make sure that any new migrations on HEAD are dated after the latest migration on `master`.
+
+const fs = require('fs');
+const path = require('path');
+const { spawnSync } = require('child_process');
+
+const migrationsDir = path.join(
+  __dirname,
+  '..',
+  '..',
+  'packages',
+  'loot-core',
+  'migrations',
+);
+
+function readMigrations(ref) {
+  const { stdout } = spawnSync('git', [
+    'ls-tree',
+    '--name-only',
+    ref,
+    migrationsDir + '/',
+  ]);
+  const files = stdout.toString().split('\n').filter(Boolean);
+  console.log(`Found ${files.length} migrations on ${ref}.`);
+  return files
+    .map(file => path.basename(file))
+    .filter(file => !file.startsWith('.'))
+    .map(name => ({
+      date: parseInt(name.split('_')[0]),
+      name: name.match(/^\d+_(.+?)(\.sql)?$/)?.[1] ?? '***' + name,
+    }));
+}
+
+spawnSync('git', ['fetch', 'origin', 'master']);
+let masterMigrations = readMigrations('origin/master');
+let headMigrations = readMigrations('HEAD');
+
+let latestMasterMigration = masterMigrations[masterMigrations.length - 1].date;
+let newMigrations = headMigrations.filter(
+  migration => !masterMigrations.find(m => m.name === migration.name),
+);
+let badMigrations = newMigrations.filter(
+  migration => migration.date <= latestMasterMigration,
+);
+
+if (badMigrations.length) {
+  console.error(
+    `The following migrations are dated before the latest migration on master:`,
+  );
+  badMigrations.forEach(migration => {
+    console.error(`  ${migration.name}`);
+  });
+  process.exit(1);
+} else {
+  console.log(`All migrations are dated after the latest migration on master.`);
+}

.github/actions/get-next-package-version.js

@@ -0,0 +1,117 @@
+#!/usr/bin/env node
+
+// This script is used in GitHub Actions to get the next version based on the current package.json version.
+// It supports three types of versioning: nightly, hotfix, and monthly.
+
+const { parseArgs } = require('node:util');
+const fs = require('node:fs');
+
+const args = process.argv;
+
+const options = {
+  'package-json': {
+    type: 'string',
+    short: 'p',
+  },
+  type: {
+    type: 'string', // nightly, hotfix, monthly, auto
+    short: 't',
+  },
+  update: {
+    type: 'boolean',
+    short: 'u',
+    default: false,
+  },
+};
+
+const { values } = parseArgs({
+  args,
+  options,
+  allowPositionals: true,
+});
+
+if (!values['package-json']) {
+  console.error(
+    'Please specify the path to package.json using --package-json or -p option.',
+  );
+  process.exit(1);
+}
+
+try {
+  const packageJsonPath = values['package-json'];
+
+  // Read and parse package.json
+  const packageJson = JSON.parse(fs.readFileSync(packageJsonPath, 'utf8'));
+  const currentVersion = packageJson.version;
+
+  // Parse year and month from version (e.g. 25.5.1 -> year=2025, month=5)
+  const versionParts = currentVersion.split('.');
+  const versionYear = parseInt(versionParts[0]);
+  const versionMonth = parseInt(versionParts[1]);
+  const versionHotfix = parseInt(versionParts[2]);
+
+  // Create date and add 1 month
+  const versionDate = new Date(2000 + versionYear, versionMonth - 1, 1); // month is 0-indexed
+  const nextVersionMonthDate = new Date(
+    versionDate.getFullYear(),
+    versionDate.getMonth() + 1,
+    1,
+  );
+
+  // Format back to YY.M format
+  const nextVersionYear = nextVersionMonthDate
+    .getFullYear()
+    .toString()
+    .slice(nextVersionMonthDate.getFullYear() < 2100 ? -2 : -3);
+  const nextVersionMonth = nextVersionMonthDate.getMonth() + 1; // Convert back to 1-indexed
+
+  // Get current date string
+  const currentDate = new Date();
+  const currentDateString = currentDate
+    .toISOString()
+    .split('T')[0]
+    .replaceAll('-', '');
+
+  if (values.type === 'auto') {
+    if (currentDate.getDate() <= 25) {
+      values.type = 'hotfix';
+    } else {
+      values.type = 'monthly';
+    }
+  }
+
+  let newVersion;
+  switch (values.type) {
+    case 'nightly': {
+      newVersion = `${nextVersionYear}.${nextVersionMonth}.0-nightly.${currentDateString}`;
+      break;
+    }
+    case 'hotfix': {
+      newVersion = `${versionYear}.${versionMonth}.${versionHotfix + 1}`;
+      break;
+    }
+    case 'monthly': {
+      newVersion = `${nextVersionYear}.${nextVersionMonth}.0`;
+      break;
+    }
+    default:
+      console.error(
+        'Invalid type specified. Use "auto", "nightly", "hotfix", or "monthly".',
+      );
+      process.exit(1);
+  }
+
+  process.stdout.write(newVersion); // return the new version to stdout
+
+  if (values.update) {
+    packageJson.version = newVersion;
+    fs.writeFileSync(
+      packageJsonPath,
+      JSON.stringify(packageJson, null, 2) + '\n',
+      'utf8',
+    );
+  }
+} catch (error) {
+  console.error('Error:', error.message);
+  process.exit(1);
+}

.github/actions/handle-feature-requests.js

@@ -0,0 +1,184 @@
+#!/usr/bin/env node
+
+// overview:
+// 1. Fetch the issues that are linked to the PR
+// 2. Filter out the issues that are not feature requests
+// 3. For each feature request:
+//   1. Remove the 'help wanted' & 'needs votes' labels
+//   3. Find the automated comment, hide the comment as 'outdated'
+//   5. Post a new comment saying that the feature request has been implemented, and will be released in the next version. Link to the PR.
+
+async function makeAPIRequest(query, variables) {
+  const res = await fetch('https://api.github.com/graphql', {
+    method: 'POST',
+    headers: {
+      Authorization: `Bearer ${process.env.GITHUB_TOKEN}`,
+      'Content-Type': 'application/json',
+      Accept: 'application/json',
+    },
+    body: JSON.stringify({ query, variables }),
+  });
+  return res.json();
+}
+
+function group(name, body) {
+  console.log(`::group::${name}`);
+  const result = body();
+  if (result instanceof Promise) {
+    return result.finally(() => console.log(`::endgroup::`));
+  }
+  console.log(`::endgroup::`);
+  return result;
+}
+
+async function main() {
+  const featureRequests = await group('Pull Request API Response', async () => {
+    const res = await makeAPIRequest(
+      /* GraphQL */ `
+        query FetchLinkedIssues($pr: Int!) {
+          repository(owner: "actualbudget", name: "actual") {
+            pullRequest(number: $pr) {
+              closingIssuesReferences(first: 10) {
+                nodes {
+                  id
+                  number
+                  labels(first: 10) {
+                    nodes {
+                      id
+                      name
+                    }
+                  }
+                }
+              }
+            }
+          }
+        }
+      `,
+      { pr: parseInt(process.env.PR_NUMBER) },
+    );
+
+    console.log(JSON.stringify(res, null, 2));
+
+    return res.data.repository.pullRequest.closingIssuesReferences.nodes.filter(
+      issue => issue.labels.nodes.some(label => label.name === 'feature'),
+    );
+  });
+
+  if (featureRequests.length === 0) {
+    console.log('No linked feature requests found');
+    return;
+  }
+
+  for (const { id, number, labels } of featureRequests) {
+    await group(`Issue #${number}: Remove labels`, async () => {
+      const toRemove = labels.nodes
+        .filter(
+          label =>
+            label.name === 'help wanted' ||
+            label.name === 'needs votes' ||
+            label.name === 'good first issue',
+        )
+        .map(label => label.id);
+      const res = await makeAPIRequest(
+        /* GraphQL */ `
+          mutation RemoveLabels($issue: ID!, $labels: [ID!]!) {
+            removeLabelsFromLabelable(
+              input: {
+                clientMutationId: "1"
+                labelIds: $labels
+                labelableId: $issue
+              }
+            ) {
+              clientMutationId
+            }
+          }
+        `,
+        {
+          issue: id,
+          labels: toRemove,
+        },
+      );
+      console.log(JSON.stringify(res, null, 2));
+    });
+
+    await group(`Issue #${number}: Collapse automatic comment`, async () => {
+      const commentRes = await makeAPIRequest(
+        /* GraphQL */ `
+          query FetchComments($issue: Int!) {
+            repository(owner: "actualbudget", name: "actual") {
+              issue(number: $issue) {
+                comments(first: 100) {
+                  nodes {
+                    id
+                    body
+                    author {
+                      login
+                    }
+                  }
+                }
+              }
+            }
+          }
+        `,
+        { issue: number },
+      );
+      console.log(JSON.stringify(commentRes, null, 2));
+
+      const comments = commentRes.data.repository.issue.comments.nodes.filter(
+        comment => comment.author.login === 'github-actions',
+      );
+      const commentToCollapse =
+        comments.find(comment =>
+          comment.body.includes('<!-- feature-auto-close-comment -->'),
+        ) ||
+        comments.find(comment =>
+          comment.body.includes(
+            ':sparkles: Thanks for sharing your idea! :sparkles:',
+          ),
+        );
+
+      if (!commentToCollapse) {
+        console.log('No comment to collapse found');
+        process.exit(1);
+      }
+
+      const res = await makeAPIRequest(
+        /* GraphQL */ `
+          mutation CollapseComment($comment: ID!) {
+            minimizeComment(
+              input: { classifier: OUTDATED, subjectId: $comment }
+            ) {
+              clientMutationId
+            }
+          }
+        `,
+        { comment: commentToCollapse.id },
+      );
+      console.log(JSON.stringify(res, null, 2));
+    });
+
+    await group(`Issue #${number}: Post comment`, async () => {
+      const res = await makeAPIRequest(
+        /* GraphQL */ `
+          mutation PostComment($issue: ID!, $body: String!) {
+            addComment(
+              input: { subjectId: $issue, body: $body, clientMutationId: "1" }
+            ) {
+              clientMutationId
+            }
+          }
+        `,
+        {
+          issue: id,
+          body: `:tada: This feature has been implemented in #${process.env.PR_NUMBER} and will be released in the next version. Thanks for sharing your idea! :tada:\n\n<!-- feature-implemented-comment -->`,
+        },
+      );
+      console.log(JSON.stringify(res, null, 2));
+    });
+  }
+}
+
+main().catch(err => {
+  console.error(err);
+  process.exit(1);
+});

.github/actions/netlify-wait-for-build

@@ -0,0 +1,40 @@
+#!/bin/bash
+
+current_commit=$(git rev-parse HEAD)
+
+echo "Running on commit $COMMIT_SHA"
+
+function get_status() {
+  echo "::group::API Response"
+  curl --header "Authorization: Bearer $GITHUB_TOKEN" "https://api.github.com/repos/actualbudget/actual/commits/$COMMIT_SHA/statuses" > /tmp/status.json
+  cat /tmp/status.json
+  echo "::endgroup::"
+  netlify=$(yarn jq '[.[] | select(.context == "netlify/actualbudget/deploy-preview")][0]' /tmp/status.json)
+  state=$(yarn jq -r '.state' <<< "$netlify")
+  echo "::group::Netlify Status"
+  echo "$netlify"
+  echo "::endgroup::"
+}
+
+get_status
+
+while [ "$netlify" == "null" ]; do
+  echo "Waiting for Netlify to start building..."
+  sleep 10
+  get_status
+done
+
+while [ "$state" == "pending" ]; do
+  echo "Waiting for Netlify to finish building..."
+  sleep 10
+  get_status
+done
+
+if [ "$state" == "success" ]; then
+  echo -e "\033[0;32mNetlify build succeeded!\033[0m"
+  yarn jq -r '"url=" + .target_url' <<< "$netlify" > $GITHUB_OUTPUT
+  exit 0
+else
+  echo -e "\033[0;31mNetlify build failed. Cancelling end-to-end tests.\033[0m"
+  exit 1
+fi

.github/actions/setup/action.yml

@@ -1,19 +1,49 @@
 name: Setup
+description: Setup the environment for the project
+
+inputs:
+  working-directory:
+    description: 'Working directory to run in, default .'
+    required: false
+    default: '.'
+  download-translations:
+    description: 'Whether to download translations as part of setup, default true'
+    required: false
+    default: 'true'
 
 runs:
   using: composite
   steps:
     - name: Install node
-      uses: actions/setup-node@v1
+      uses: actions/setup-node@v4
       with:
-        node-version: 16.15.0
+        node-version: 20
+    - name: Install yarn
+      run: npm install -g yarn
+      shell: bash
+      if: ${{ env.ACT }}
+    - name: Get Node version
+      id: get-node
+      run: echo "version=$(node -v)" >> "$GITHUB_OUTPUT"
+      shell: bash
     - name: Cache
-      uses: actions/cache@v3
+      uses: actions/cache@v4
       id: cache
       with:
-        path: '**/node_modules'
-        key: yarn-v1-${{ runner.os }}-${{ hashFiles('**/yarn.lock') }}
+        path: ${{ format('{0}/**/node_modules', inputs.working-directory) }}
+        key: yarn-v1-${{ runner.os }}-${{ steps.get-node.outputs.version }}-${{ hashFiles(format('{0}/**/yarn.lock', inputs.working-directory)) }}
     - name: Install
+      working-directory: ${{ inputs.working-directory }}
       run: yarn --immutable
       shell: bash
       if: steps.cache.outputs.cache-hit != 'true'
+    - name: Download translations
+      uses: actions/checkout@v4
+      with:
+        repository: actualbudget/translations
+        path: ${{ inputs.working-directory }}/packages/desktop-client/locale
+      if: ${{ inputs.download-translations == 'true' }}
+    - name: Remove untranslated languages
+      run: packages/desktop-client/bin/remove-untranslated-languages
+      shell: bash
+      if: ${{ inputs.download-translations == 'true' }}

.github/scripts/count-points.mjs

@@ -0,0 +1,363 @@
+import { Octokit } from '@octokit/rest';
+import { minimatch } from 'minimatch';
+import pLimit from 'p-limit';
+
+const limit = pLimit(30);
+
+/** Repository-specific configuration for points calculation */
+const REPOSITORY_CONFIG = new Map([
+  [
+    'actual',
+    {
+      POINTS_PER_ISSUE_TRIAGE_ACTION: 1,
+      POINTS_PER_ISSUE_CLOSING_ACTION: 1,
+      POINTS_PER_RELEASE_PR: 0,
+      PR_REVIEW_POINT_TIERS: [
+        { minChanges: 500, points: 8 },
+        { minChanges: 100, points: 6 },
+        { minChanges: 10, points: 2 },
+        { minChanges: 0, points: 1 },
+      ],
+      EXCLUDED_FILES: [
+        'yarn.lock',
+        '.yarn/**/*',
+        'packages/component-library/src/icons/**/*',
+        'release-notes/**/*',
+      ],
+    },
+  ],
+  [
+    'docs',
+    {
+      POINTS_PER_ISSUE_TRIAGE_ACTION: 1,
+      POINTS_PER_ISSUE_CLOSING_ACTION: 1,
+      POINTS_PER_RELEASE_PR: 4,
+      PR_REVIEW_POINT_TIERS: [
+        { minChanges: 2000, points: 6 },
+        { minChanges: 200, points: 4 },
+        { minChanges: 0, points: 2 },
+      ],
+      EXCLUDED_FILES: ['yarn.lock', '.yarn/**/*'],
+    },
+  ],
+]);
+
+/**
+ * Get the start and end dates for the last month.
+ * @returns {Object} An object containing the start and end dates.
+ */
+function getLastMonthDates() {
+  // Get data relating to the last month
+  const now = new Date();
+  // Always use UTC for calculations
+  const firstDayOfLastMonth = new Date(
+    Date.UTC(now.getUTCFullYear(), now.getUTCMonth() - 1, 1, 0, 0, 0, 0),
+  );
+  const since = process.env.START_DATE
+    ? new Date(Date.parse(process.env.START_DATE))
+    : firstDayOfLastMonth;
+
+  // Calculate the end of the month for the since date in UTC
+  const until = new Date(
+    Date.UTC(
+      since.getUTCFullYear(),
+      since.getUTCMonth() + 1,
+      0,
+      23,
+      59,
+      59,
+      999,
+    ),
+  );
+
+  return { since, until };
+}
+
+/**
+ * Used for calculating the monthly points each core contributor has earned.
+ * These are used for payouts depending.
+ * @param {string} repo - The repository to analyze ('actual' or 'docs')
+ * @returns {number} The total points earned for the repository
+ */
+async function countContributorPoints(repo) {
+  const octokit = new Octokit({
+    auth: process.env.GITHUB_TOKEN,
+  });
+  const owner = 'actualbudget';
+  const config = REPOSITORY_CONFIG.get(repo);
+
+  const { since, until } = getLastMonthDates();
+
+  // Get organization members
+  const { data: orgMembers } = await octokit.orgs.listMembers({
+    org: owner,
+  });
+  const orgMemberLogins = new Set(orgMembers.map(member => member.login));
+
+  // Initialize stats map with all org members
+  const stats = new Map(
+    Array.from(orgMemberLogins).map(login => [
+      login,
+      {
+        reviews: [], // Will store objects with PR number and points
+        labelRemovals: [],
+        issueClosings: [],
+        points: 0,
+      },
+    ]),
+  );
+
+  // Helper function to print statistics
+  const printStats = (title, getValue, formatLine) => {
+    console.log(`\n${title}:`);
+    console.log('='.repeat(title.length + 1));
+
+    const entries = Array.from(stats.entries())
+      .map(([user, userStats]) => [user, getValue(userStats)])
+      .filter(([, count]) => count > 0)
+      .sort((a, b) => b[1] - a[1]);
+
+    if (entries.length === 0) {
+      console.log(`No ${title.toLowerCase()} found in the last month.`);
+    } else {
+      entries.forEach(([user, count]) => {
+        console.log(formatLine(user, count));
+      });
+    }
+  };
+
+  // Get all PRs using search
+  const searchQuery = `repo:${owner}/${repo} is:pr is:merged merged:${since.toISOString()}..${until.toISOString()}`;
+  const recentPRs = await octokit.paginate(
+    octokit.search.issuesAndPullRequests,
+    {
+      q: searchQuery,
+      per_page: 100,
+      advanced_search: true,
+    },
+    response => response.data,
+  );
+
+  // Get reviews and PR details for each PR
+  await Promise.all(
+    recentPRs.map(pr =>
+      limit(async () => {
+        const [reviews, modifiedFiles] = await Promise.all([
+          octokit.pulls.listReviews({ owner, repo, pull_number: pr.number }),
+          octokit.paginate(
+            octokit.pulls.listFiles,
+            {
+              owner,
+              repo,
+              pull_number: pr.number,
+              per_page: 100,
+            },
+            res => res.data,
+          ),
+        ]);
+
+        const totalChanges = modifiedFiles
+          .filter(
+            file =>
+              !config.EXCLUDED_FILES.some(pattern =>
+                minimatch(file.filename, pattern),
+              ),
+          )
+          .reduce((sum, file) => sum + file.additions + file.deletions, 0);
+
+        const isReleasePR = pr.title.match(/🔖.*\d+\.\d+\.\d+/);
+        const prPoints =
+          config.PR_REVIEW_POINT_TIERS.find(t => totalChanges >= t.minChanges)
+            ?.points ?? 0;
+
+        if (isReleasePR) {
+          if (stats.has(pr.user.login)) {
+            const creatorStats = stats.get(pr.user.login);
+            creatorStats.reviews.push({
+              pr: pr.number.toString(),
+              points: config.POINTS_PER_RELEASE_PR,
+              isReleaseCreator: true,
+            });
+            creatorStats.points += config.POINTS_PER_RELEASE_PR;
+          }
+        } else {
+          const uniqueReviewers = new Set();
+          reviews.data
+            .filter(
+              review =>
+                stats.has(review.user?.login) &&
+                review.state === 'APPROVED' &&
+                !uniqueReviewers.has(review.user?.login),
+            )
+            .forEach(({ user: { login: reviewer } }) => {
+              uniqueReviewers.add(reviewer);
+              const userStats = stats.get(reviewer);
+              userStats.reviews.push({
+                pr: pr.number.toString(),
+                points: prPoints,
+              });
+              userStats.points += prPoints;
+            });
+        }
+      }),
+    ),
+  );
+
+  // Get all issues with label events in the last month
+  const issues = await octokit.paginate(octokit.issues.listForRepo, {
+    owner,
+    repo,
+    state: 'all',
+    sort: 'updated',
+    direction: 'desc',
+    per_page: 100,
+    since: since.toISOString(),
+  });
+
+  // Get label events for each issue
+  await Promise.all(
+    issues.map(issue =>
+      limit(async () => {
+        const { data: events } = await octokit.issues.listEventsForTimeline({
+          owner,
+          repo,
+          issue_number: issue.number,
+        });
+
+        events
+          .filter(event => {
+            const createdAt = new Date(event.created_at);
+            return (
+              createdAt.getTime() > since.getTime() &&
+              createdAt.getTime() <= until.getTime() &&
+              stats.has(event.actor?.login)
+            );
+          })
+          .forEach(event => {
+            if (
+              event.event === 'unlabeled' &&
+              event.label?.name.toLowerCase() === 'needs triage'
+            ) {
+              const remover = event.actor.login;
+              const userStats = stats.get(remover);
+              userStats.labelRemovals.push(issue.number.toString());
+              userStats.points += config.POINTS_PER_ISSUE_TRIAGE_ACTION;
+            }
+
+            if (
+              event.event === 'closed' &&
+              event.state_reason === 'not_planned'
+            ) {
+              const closer = event.actor.login;
+              const userStats = stats.get(closer);
+              userStats.issueClosings.push(issue.number.toString());
+              userStats.points += config.POINTS_PER_ISSUE_CLOSING_ACTION;
+            }
+          });
+      }),
+    ),
+  );
+
+  // Print all statistics
+  printStats(
+    `PR Review Statistics (${repo})`,
+    stats => stats.reviews.length,
+    (user, count) =>
+      `${user}: ${count} (PRs: ${stats
+        .get(user)
+        .reviews.map(r => {
+          if (r.isReleaseCreator) {
+            return `#${r.pr} (${r.points}pts - Release Creator)`;
+          }
+          return `#${r.pr} (${r.points}pts)`;
+        })
+        .join(', ')})`,
+  );
+  printStats(
+    `"Needs Triage" Label Removal Statistics (${repo})`,
+    stats => stats.labelRemovals.length,
+    (user, count) =>
+      `${user}: ${count} (Issues: ${stats.get(user).labelRemovals.join(', ')})`,
+  );
+  printStats(
+    `Issue Closing Statistics (${repo})`,
+    stats => stats.issueClosings.length,
+    (user, count) =>
+      `${user}: ${count} (Issues: ${stats.get(user).issueClosings.join(', ')})`,
+  );
+
+  // Print points summary
+  printStats(
+    `Points Summary (${repo})`,
+    stats => stats.points,
+    (user, userPoints) => `${user}: ${userPoints}`,
+  );
+
+  // Calculate and print total points
+  const totalPoints = Array.from(stats.values()).reduce(
+    (sum, userStats) => sum + userStats.points,
+    0,
+  );
+  console.log(`\nTotal points earned for ${repo}: ${totalPoints}`);
+
+  // Return the points
+  return new Map(
+    Array.from(stats.entries()).map(([login, userStats]) => [
+      login,
+      userStats.points,
+    ]),
+  );
+}
+
+/**
+ * Calculate the points for both repositories and print cumulative results
+ */
+async function calculateCumulativePoints() {
+  // Get stats for each repository
+  const repoPointsResults = await Promise.all(
+    Array.from(REPOSITORY_CONFIG.keys()).map(countContributorPoints),
+  );
+
+  // Calculate cumulative stats
+  const cumulativeStats = new Map(repoPointsResults[0]);
+
+  // Combine stats from all repositories
+  for (let i = 1; i < repoPointsResults.length; i++) {
+    for (const [login, points] of repoPointsResults[i].entries()) {
+      if (!cumulativeStats.has(login)) {
+        cumulativeStats.set(login, 0);
+      }
+
+      cumulativeStats.set(login, cumulativeStats.get(login) + points);
+    }
+  }
+
+  // Print cumulative statistics
+  console.log('\n\nCUMULATIVE STATISTICS ACROSS ALL REPOSITORIES');
+  console.log('='.repeat(50));
+
+  console.log('\nCumulative Points Summary:');
+  console.log('='.repeat('Cumulative Points Summary'.length + 1));
+
+  const entries = Array.from(cumulativeStats.entries())
+    .filter(([, count]) => count > 0)
+    .sort((a, b) => b[1] - a[1]);
+
+  if (entries.length === 0) {
+    console.log('No cumulative points summary found.');
+  } else {
+    entries.forEach(([user, points]) => {
+      console.log(`${user}: ${points}`);
+    });
+  }
+
+  // Calculate and print total cumulative points
+  const totalCumulativePoints = Array.from(cumulativeStats.values()).reduce(
+    (sum, points) => sum + points,
+    0,
+  );
+  console.log('\nTotal cumulative points earned: ' + totalCumulativePoints);
+}
+
+// Run the calculations
+calculateCumulativePoints().catch(console.error);

.github/workflows/ai-generated-release-notes.yml

@@ -0,0 +1,89 @@
+name: Generate Release Notes from CodeRabbit summary
+
+on:
+  issue_comment:
+    types: [created]
+
+jobs:
+  generate-release-notes:
+    # Only run on PR comments from CodeRabbit bot
+    if: github.event.issue.pull_request && github.event.comment.user.login == 'coderabbitai[bot]'
+    runs-on: ubuntu-latest
+    timeout-minutes: 10
+    permissions:
+      contents: write
+      pull-requests: write
+      issues: write
+
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v4
+      - name: Set up environment
+        uses: ./.github/actions/setup
+
+      - name: Check if this is CodeRabbit's first comment
+        id: check-first-comment
+        run: node .github/actions/ai-generated-release-notes/check-first-comment.js
+        env:
+          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+          GITHUB_REPOSITORY: ${{ github.repository }}
+          GITHUB_EVENT_ISSUE_NUMBER: ${{ github.event.issue.number }}
+          GITHUB_EVENT_COMMENT_ID: ${{ github.event.comment.id }}
+
+      - name: Get PR details
+        if: steps.check-first-comment.outputs.result == 'true'
+        id: pr-details
+        run: node .github/actions/ai-generated-release-notes/pr-details.js
+        env:
+          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+          GITHUB_REPOSITORY: ${{ github.repository }}
+          GITHUB_EVENT_ISSUE_NUMBER: ${{ github.event.issue.number }}
+
+      - name: Check if release notes file already exists
+        if: steps.check-first-comment.outputs.result == 'true' && steps.pr-details.outputs.result != 'null'
+        id: check-release-notes-exists
+        run: node .github/actions/ai-generated-release-notes/check-release-notes-exists.js
+        env:
+          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+          GITHUB_REPOSITORY: ${{ github.repository }}
+          GITHUB_EVENT_ISSUE_NUMBER: ${{ github.event.issue.number }}
+          PR_DETAILS: ${{ steps.pr-details.outputs.result }}
+
+      - name: Generate summary with OpenAI
+        if: steps.check-first-comment.outputs.result == 'true' && steps.check-release-notes-exists.outputs.result == 'false'
+        id: generate-summary
+        run: node .github/actions/ai-generated-release-notes/generate-summary.js
+        env:
+          OPENAI_API_KEY: ${{ secrets.OPENAI_API_KEY }}
+          GITHUB_EVENT_COMMENT_BODY: ${{ github.event.comment.body }}
+          PR_DETAILS: ${{ steps.pr-details.outputs.result }}
+
+      - name: Determine category with OpenAI
+        if: steps.check-first-comment.outputs.result == 'true' && steps.check-release-notes-exists.outputs.result == 'false' && steps.generate-summary.outputs.result != 'null'
+        id: determine-category
+        run: node .github/actions/ai-generated-release-notes/determine-category.js
+        env:
+          OPENAI_API_KEY: ${{ secrets.OPENAI_API_KEY }}
+          GITHUB_EVENT_COMMENT_BODY: ${{ github.event.comment.body }}
+          PR_DETAILS: ${{ steps.pr-details.outputs.result }}
+          SUMMARY_DATA: ${{ steps.generate-summary.outputs.result }}
+
+      - name: Create and commit release notes file via GitHub API
+        if: steps.check-first-comment.outputs.result == 'true' && steps.check-release-notes-exists.outputs.result == 'false' && steps.generate-summary.outputs.result != 'null' && steps.determine-category.outputs.result != 'null' && steps.determine-category.outputs.result != ''
+        run: node .github/actions/ai-generated-release-notes/create-release-notes-file.js
+        env:
+          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+          GITHUB_REPOSITORY: ${{ github.repository }}
+          GITHUB_EVENT_ISSUE_NUMBER: ${{ github.event.issue.number }}
+          SUMMARY_DATA: ${{ steps.generate-summary.outputs.result }}
+          CATEGORY: ${{ steps.determine-category.outputs.result }}
+
+      - name: Comment on PR
+        if: steps.check-first-comment.outputs.result == 'true' && steps.check-release-notes-exists.outputs.result == 'false' && steps.generate-summary.outputs.result != 'null' && steps.determine-category.outputs.result != 'null' && steps.determine-category.outputs.result != ''
+        run: node .github/actions/ai-generated-release-notes/comment-on-pr.js
+        env:
+          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+          GITHUB_REPOSITORY: ${{ github.repository }}
+          GITHUB_EVENT_ISSUE_NUMBER: ${{ github.event.issue.number }}
+          SUMMARY_DATA: ${{ steps.generate-summary.outputs.result }}
+          CATEGORY: ${{ steps.determine-category.outputs.result }}

.github/workflows/autofix.yml

@@ -0,0 +1,23 @@
+name: autofix.ci
+
+defaults:
+  run:
+    shell: bash
+
+on:
+  pull_request:
+    types: [opened, synchronize, reopened, ready_for_review]
+
+permissions:
+  contents: read
+
+jobs:
+  autofix:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+      - name: Set up environment
+        uses: ./.github/actions/setup
+      - name: Format code
+        run: yarn lint:fix
+      - uses: autofix-ci/action@635ffb0c9798bd160680f18fd73371e355b85f27

.github/workflows/build.yml

@@ -12,41 +12,73 @@ on:
     branches:
       - master
   pull_request:
-    branches: '*'
+
+concurrency:
+  group: ${{ github.workflow }}-${{ github.event.pull_request.number || github.ref }}
+  cancel-in-progress: ${{ github.ref != 'refs/heads/master' }}
 
 jobs:
   api:
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@v2
+      - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
       - name: Build API
-        run: cd packages/loot-core && yarn build:api
+        run: cd packages/api && yarn build
+      - name: Create package tgz
+        run: cd packages/api && yarn pack && mv package.tgz actual-api.tgz
+      - name: Upload Build
+        uses: actions/upload-artifact@v4
+        with:
+          name: actual-api
+          path: packages/api/actual-api.tgz
+
+  crdt:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+      - name: Set up environment
+        uses: ./.github/actions/setup
+      - name: Build CRDT
+        run: cd packages/crdt && yarn build
+      - name: Create package tgz
+        run: cd packages/crdt && yarn pack && mv package.tgz actual-crdt.tgz
+      - name: Upload Build
+        uses: actions/upload-artifact@v4
+        with:
+          name: actual-crdt
+          path: packages/crdt/actual-crdt.tgz
 
   web:
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@v2
+      - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
       - name: Build Web
-        run: ./bin/package-browser
+        run: yarn build:browser
+      - name: Upload Build
+        uses: actions/upload-artifact@v4
+        with:
+          name: actual-web
+          path: packages/desktop-client/build
+      - name: Upload Build Stats
+        uses: actions/upload-artifact@v4
+        with:
+          name: build-stats
+          path: packages/desktop-client/build-stats
 
-  # TODO: re-enable after solving https://github.com/actualbudget/actual/issues/468
-  # electron:
-  #   # As electron builds take longer, we only run them in master.
-  #   if: github.event_name != 'pull_request'
-  #   strategy:
-  #     matrix:
-  #       os:
-  #         - ubuntu-latest
-  #         - windows-latest
-  #         - macos-latest
-  #   runs-on: ${{ matrix.os }}
-  #   steps:
-  #     - uses: actions/checkout@v2
-  #     - name: Set up environment
-  #       uses: ./.github/actions/setup
-  #     - name: Build Electron
-  #       run: ./bin/package
+  server:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+      - name: Set up environment
+        uses: ./.github/actions/setup
+      - name: Build Server
+        run: yarn workspace @actual-app/sync-server build
+      - name: Upload Build
+        uses: actions/upload-artifact@v4
+        with:
+          name: sync-server
+          path: packages/sync-server/build

.github/workflows/check.yml

@@ -0,0 +1,58 @@
+name: Test
+
+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:
+  lint:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+      - name: Set up environment
+        uses: ./.github/actions/setup
+      - name: Lint
+        run: yarn lint
+  typecheck:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+      - name: Set up environment
+        uses: ./.github/actions/setup
+      - name: Typecheck
+        run: yarn typecheck
+  validate-cli:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+      - name: Set up environment
+        uses: ./.github/actions/setup
+      - name: Build Web
+        run: yarn build:server
+      - name: Check that the built CLI works
+        run: node packages/sync-server/build/bin/actual-server.js --version
+  test:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+      - name: Set up environment
+        uses: ./.github/actions/setup
+      - name: Test
+        run: yarn test
+
+  migrations:
+    if: github.event_name == 'pull_request'
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+      - uses: actions/setup-node@v4
+        with:
+          node-version: 20
+      - name: Check migrations
+        run: node ./.github/actions/check-migrations.js

.github/workflows/codeql.yml

@@ -0,0 +1,35 @@
+name: CodeQL
+
+on:
+  push:
+    branches: [master]
+  pull_request:
+  schedule:
+    - cron: '23 11 * * 6'
+
+concurrency:
+  group: ${{ github.workflow }}-${{ github.event.pull_request.number || github.ref }}
+  cancel-in-progress: ${{ github.ref != 'refs/heads/master' }}
+
+jobs:
+  analyze:
+    name: Analyze
+    runs-on: ubuntu-latest
+    permissions:
+      actions: read
+      contents: read
+      security-events: write
+
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v4
+
+      - name: Initialize CodeQL
+        uses: github/codeql-action/init@v3
+        with:
+          languages: javascript
+
+      - name: Perform CodeQL Analysis
+        uses: github/codeql-action/analyze@v3
+        with:
+          category: '/language:javascript'

.github/workflows/count-points.yml

@@ -0,0 +1,26 @@
+name: Count points
+
+on:
+  schedule:
+    # Run at 00:00 on the first day of every month
+    - cron: '0 0 1 * *'
+  workflow_dispatch:
+    inputs:
+      startDate:
+        description: 'Start date for point counter (YYYY-MM-DD)'
+        required: true
+        type: string
+
+jobs:
+  count-points:
+    runs-on: ubuntu-latest
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v4
+      - name: Set up environment
+        uses: ./.github/actions/setup
+      - name: Count points
+        env:
+          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+          START_DATE: ${{ inputs.startDate }}
+        run: node .github/scripts/count-points.mjs

.github/workflows/docker-edge.yml

@@ -0,0 +1,109 @@
+name: Build Edge Docker Image
+
+# Edge Docker images are built for every commit, and daily
+on:
+  push:
+    branches:
+      - master
+    paths:
+      - 'packages/sync-server/**'
+  pull_request:
+    branches:
+      - master
+    paths:
+      - 'packages/sync-server/**'
+  schedule:
+    - cron: '0 0 * * *'
+  workflow_dispatch:
+
+permissions:
+  contents: read
+  packages: write
+
+env:
+  IMAGES: |
+    ${{ !github.event.repository.fork && 'actualbudget/actual-server' || '' }}
+    ghcr.io/${{ github.repository_owner }}/actual-server
+    ghcr.io/${{ github.repository_owner }}/actual
+
+  # Creates the following tags:
+  # - actual-server:edge
+  TAGS: |
+    type=edge,value=edge
+    type=sha
+
+jobs:
+  build:
+    if: github.event_name == 'workflow_dispatch' || !github.event.repository.fork
+    name: Build Docker image
+    runs-on: ubuntu-latest
+    strategy:
+      matrix:
+        os: [ubuntu, alpine]
+    steps:
+      - uses: actions/checkout@v4
+
+      - name: Set up QEMU
+        uses: docker/setup-qemu-action@v3
+
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
+
+      - name: Docker meta
+        id: meta
+        uses: docker/metadata-action@v5
+        with:
+          # Push to both Docker Hub and Github Container Registry
+          images: ${{ env.IMAGES }}
+          flavor: ${{ matrix.os != 'ubuntu' && format('suffix=-{0}', matrix.os) || '' }}
+          tags: ${{ env.TAGS }}
+
+      - name: Login to Docker Hub
+        uses: docker/login-action@v3
+        if: github.event_name != 'pull_request' && !github.event.repository.fork
+        with:
+          username: ${{ secrets.DOCKERHUB_USERNAME }}
+          password: ${{ secrets.DOCKERHUB_TOKEN }}
+
+      - name: Login to GitHub Container Registry
+        uses: docker/login-action@v3
+        if: github.event_name != 'pull_request'
+        with:
+          registry: ghcr.io
+          username: ${{ github.repository_owner }}
+          password: ${{ secrets.GITHUB_TOKEN }}
+
+      # Building outside of the docker image allows us to build once and push to multiple platforms
+      # This is faster and avoids yarn memory issues
+      - name: Set up environment
+        uses: ./.github/actions/setup
+      - name: Build Web
+        run: yarn build:server
+
+      - name: Build image for testing
+        uses: docker/build-push-action@v5
+        with:
+          context: .
+          push: false
+          load: true
+          file: packages/sync-server/docker/${{ matrix.os }}.Dockerfile
+          tags: actualbudget/actual-server-testing
+
+      - name: Test that the docker image boots
+        run: |
+          docker run --detach --network=host actualbudget/actual-server-testing
+          sleep 5
+          curl --fail -sS -LI -w '%{http_code}\n' --retry 10 --retry-delay 1 --retry-connrefused localhost:5006
+
+      # This will use the cache from the earlier build step and not rebuild the image
+      # https://docs.docker.com/build/ci/github-actions/test-before-push/
+      - name: Build and push images
+        uses: docker/build-push-action@v5
+        with:
+          context: .
+          push: ${{ github.event_name != 'pull_request' }}
+          file: packages/sync-server/docker/${{ matrix.os }}.Dockerfile
+          platforms: linux/amd64,linux/arm64,linux/arm/v7${{ matrix.os == 'alpine' && ',linux/arm/v6' || '' }}
+          tags: ${{ steps.meta.outputs.tags }}
+          build-args: |
+            GITHUB_TOKEN=${{ secrets.GITHUB_TOKEN }}

.github/workflows/docker-release.yml

@@ -0,0 +1,96 @@
+name: Build Stable Docker Image
+
+# Stable Docker images are built for every new tag
+on:
+  push:
+    tags:
+      - 'v*.*.*'
+    paths-ignore:
+      - README.md
+      - LICENSE.txt
+
+env:
+  IMAGES: |
+    actualbudget/actual-server
+    ghcr.io/actualbudget/actual-server
+    ghcr.io/actualbudget/actual
+
+  # Creates the following tags:
+  # - actual-server:latest (see docker/metadata-action flavor inputs, below)
+  # - actual-server:1.3
+  # - actual-server:1.3.7
+  # - actual-server:sha-90dd603
+  TAGS: |
+    type=semver,pattern={{version}}
+
+jobs:
+  build:
+    name: Build Docker image
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+
+      - name: Set up QEMU
+        uses: docker/setup-qemu-action@v3
+
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
+
+      - name: Docker meta
+        id: meta
+        uses: docker/metadata-action@v5
+        with:
+          # Push to both Docker Hub and Github Container Registry
+          images: ${{ env.IMAGES }}
+          # Automatically update :latest
+          flavor: latest=true
+          tags: ${{ env.TAGS }}
+
+      - name: Docker meta for Alpine image
+        id: alpine-meta
+        uses: docker/metadata-action@v5
+        with:
+          images: ${{ env.IMAGES }}
+          # Automatically update :latest
+          flavor: |
+            latest=true
+            suffix=-alpine,onlatest=true
+          tags: ${{ env.TAGS }}
+
+      - name: Login to Docker Hub
+        uses: docker/login-action@v3
+        with:
+          username: ${{ secrets.DOCKERHUB_USERNAME }}
+          password: ${{ secrets.DOCKERHUB_TOKEN }}
+
+      - name: Login to GitHub Container Registry
+        uses: docker/login-action@v3
+        with:
+          registry: ghcr.io
+          username: ${{ github.repository_owner }}
+          password: ${{ secrets.GITHUB_TOKEN }}
+
+      # Building outside of the docker image allows us to build once and push to multiple platforms
+      # This is faster and avoids yarn memory issues
+      - name: Set up environment
+        uses: ./.github/actions/setup
+      - name: Build Web
+        run: yarn build:server
+
+      - name: Build and push ubuntu image
+        uses: docker/build-push-action@v5
+        with:
+          context: .
+          push: true
+          file: packages/sync-server/docker/ubuntu.Dockerfile
+          platforms: linux/amd64,linux/arm64,linux/arm/v7
+          tags: ${{ steps.meta.outputs.tags }}
+
+      - name: Build and push alpine image
+        uses: docker/build-push-action@v5
+        with:
+          context: .
+          push: true
+          file: packages/sync-server/docker/alpine.Dockerfile
+          platforms: linux/amd64,linux/arm64,linux/arm/v7,linux/arm/v6
+          tags: ${{ steps.alpine-meta.outputs.tags }}

.github/workflows/e2e-test.yml

@@ -1,41 +1,92 @@
 name: E2E Tests
 
-on: [pull_request]
+on:
+  pull_request:
 
 env:
   GITHUB_PR_NUMBER: ${{github.event.pull_request.number}}
 
+concurrency:
+  group: ${{ github.workflow }}-${{ github.event.pull_request.number || github.ref }}
+  cancel-in-progress: true
+
 jobs:
-  test:
-    name: Run end-to-end tests on Netlify PR preview
+  netlify:
+    name: Wait for Netlify build to finish
     runs-on: ubuntu-latest
+    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
+        id: netlify
+        env:
+          COMMIT_SHA: ${{ github.event.pull_request.head.sha }}
+          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+        run: ./.github/actions/netlify-wait-for-build
+
+  functional:
+    name: Functional
+    needs: netlify
+    runs-on: ubuntu-latest
+    container:
+      image: mcr.microsoft.com/playwright:v1.52.0-jammy
+    steps:
+      - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
-      - name: Setup Playwright
-        run: npx playwright install chromium --with-deps
-      - name: Wait for Pages changed to neutral
-        uses: fountainhead/action-wait-for-check@v1.0.0
-        id: wait-for-Netlify
-        with:
-          token: ${{ secrets.GITHUB_TOKEN }}
-          ref: ${{ github.event.pull_request.head.sha || github.sha }}
-          checkName: 'Pages changed - actualbudget'
-      - name: Waiting for Netlify Preview
-        if: steps.wait-for-Netlify.outputs.conclusion == 'neutral'
-        uses: jakepartusch/wait-for-netlify-action@v1.4
-        id: waitFor200
-        with:
-          site_name: 'actualbudget'
-          max_timeout: 240
       - name: Run E2E Tests on Netlify URL
         run: yarn e2e
         env:
-          E2E_START_URL: https://deploy-preview-${{env.GITHUB_PR_NUMBER}}--actualbudget.netlify.app
-      - uses: actions/upload-artifact@v3
+          E2E_START_URL: ${{ needs.netlify.outputs.netlify_url }}
+      - uses: actions/upload-artifact@v4
         if: always()
         with:
           name: desktop-client-test-results
           path: packages/desktop-client/test-results/
           retention-days: 30
+          overwrite: true
+
+  functional-desktop-app:
+    name: Functional Desktop App
+    runs-on: ubuntu-latest
+    container:
+      image: mcr.microsoft.com/playwright:v1.52.0-jammy
+    steps:
+      - uses: actions/checkout@v4
+      - name: Set up environment
+        uses: ./.github/actions/setup
+      - name: Run Desktop app E2E Tests
+        run: |
+          xvfb-run --auto-servernum --server-args="-screen 0 1920x1080x24" -- yarn e2e:desktop
+      - uses: actions/upload-artifact@v4
+        if: always()
+        with:
+          name: desktop-app-test-results
+          path: packages/desktop-electron/e2e/test-results/
+          retention-days: 30
+          overwrite: true
+
+  vrt:
+    name: Visual regression
+    needs: netlify
+    runs-on: ubuntu-latest
+    container:
+      image: mcr.microsoft.com/playwright:v1.52.0-jammy
+    steps:
+      - 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@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 +1,144 @@
+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 update
+          sudo apt-get install flatpak -y
+          sudo apt-get install flatpak-builder -y
+          sudo flatpak remote-add --if-not-exists flathub https://flathub.org/repo/flathub.flatpakrepo
+          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 for Mac
+        if: ${{ startsWith(matrix.os, 'macos') }}
+        run: ./bin/package-electron
+        env:
+          CSC_KEY_PASSWORD: ${{ secrets.CSC_KEY_PASSWORD }}
+          CSC_LINK: ${{ secrets.CSC_LINK }}
+          APPLE_ID: ${{ secrets.APPLE_ID }}
+          APPLE_APP_SPECIFIC_PASSWORD: ${{ secrets.APPLE_APP_SPECIFIC_PASSWORD }}
+      - name: Build Electron
+        if: ${{ ! startsWith(matrix.os, 'macos') }}
+        run: ./bin/package-electron
+      - name: Upload Build
+        uses: actions/upload-artifact@v4
+        with:
+          name: actual-electron-${{ matrix.os }}
+          path: |
+            packages/desktop-electron/dist/*.dmg
+            packages/desktop-electron/dist/*.exe
+            !packages/desktop-electron/dist/Actual-windows.exe
+            packages/desktop-electron/dist/*.AppImage
+            packages/desktop-electron/dist/*.flatpak
+      - name: Upload Windows Store Build
+        if: ${{ startsWith(matrix.os, 'windows') }}
+        uses: actions/upload-artifact@v4
+        with:
+          name: actual-electron-${{ matrix.os }}-appx
+          path: |
+            packages/desktop-electron/dist/*.appx
+      - name: Process release version
+        id: process_version
+        run: |
+          echo "version=${GITHUB_REF_NAME#v}" >> "$GITHUB_OUTPUT"
+      - name: Add to new release
+        uses: softprops/action-gh-release@v2
+        with:
+          draft: true
+          body: |
+            :link: [View release notes](https://actualbudget.org/blog/release-${{ steps.process_version.outputs.version }})
+
+            ## Desktop releases
+            Please note: Microsoft store updates can sometimes lag behind the main release by a couple of days while they verify the new version.
+
+            <a href="https://apps.microsoft.com/detail/9p2hmlhsdbrm?cid=Github+Releases&mode=direct">
+              <img src="https://get.microsoft.com/images/en-us%20dark.svg" width="200"/>
+            </a>
+          files: |
+            packages/desktop-electron/dist/*.dmg
+            packages/desktop-electron/dist/*.exe
+            !packages/desktop-electron/dist/Actual-windows.exe
+            packages/desktop-electron/dist/*.AppImage
+            packages/desktop-electron/dist/*.flatpak
+
+  publish-microsoft-store:
+    needs: build
+    runs-on: windows-latest
+    if: ${{ github.event_name == 'push' && startsWith(github.ref, 'refs/tags/v') }}
+    steps:
+      - name: Install StoreBroker
+        shell: powershell
+        run: |
+          Install-Module -Name StoreBroker -AcceptLicense -Force -Scope CurrentUser -Verbose
+
+      - name: Download Microsoft Store artifacts
+        uses: actions/download-artifact@v4
+        with:
+          name: actual-electron-windows-latest-appx
+
+      - name: Submit to Microsoft Store
+        shell: powershell
+        run: |
+          # Disable telemetry
+          $global:SBDisableTelemetry = $true
+
+          # Authenticate against the store
+          $pass = ConvertTo-SecureString -String '${{ secrets.MICROSOFT_STORE_CLIENT_SECRET }}' -AsPlainText -Force
+          $cred = New-Object -TypeName System.Management.Automation.PSCredential -ArgumentList ${{ secrets.MICROSOFT_STORE_CLIENT_ID }},$pass
+          Set-StoreBrokerAuthentication -TenantId '${{ secrets.MICROSOFT_STORE_TENANT_ID }}' -Credential $cred
+
+          # Zip and create metadata files
+          $artifacts = Get-ChildItem -Path . -Filter *.appx | Select-Object -ExpandProperty FullName
+          New-StoreBrokerConfigFile -Path "$PWD/config.json" -AppId ${{ secrets.MICROSOFT_STORE_PRODUCT_ID }}
+          New-SubmissionPackage -ConfigPath "$PWD/config.json" -DisableAutoPackageNameFormatting -AppxPath $artifacts -OutPath "$PWD" -OutName submission
+
+          # Submit the app
+          # See https://github.com/microsoft/StoreBroker/blob/master/Documentation/USAGE.md#the-easy-way
+          Update-ApplicationSubmission `
+            -AppId ${{ secrets.MICROSOFT_STORE_PRODUCT_ID }} `
+            -SubmissionDataPath "submission.json" `
+            -PackagePath "submission.zip" `
+            -ReplacePackages `
+            -NoStatus `
+            -AutoCommit `
+            -Force

.github/workflows/electron-pr.yml

@@ -0,0 +1,65 @@
+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: ${{ startsWith(matrix.os, 'ubuntu') }}
+        run: |
+          sudo apt-get update
+          sudo apt-get install flatpak -y
+          sudo apt-get install flatpak-builder -y
+          sudo flatpak remote-add --if-not-exists flathub https://flathub.org/repo/flathub.flatpakrepo
+          sudo flatpak install org.freedesktop.Sdk/x86_64/23.08 -y
+          sudo flatpak install org.freedesktop.Platform/x86_64/23.08 -y
+          sudo flatpak install org.electronjs.Electron2.BaseApp/x86_64/23.08 -y
+      - name: Set up environment
+        uses: ./.github/actions/setup
+      - name: Build Electron
+        run: ./bin/package-electron
+      - name: Upload Build
+        uses: actions/upload-artifact@v4
+        with:
+          name: actual-electron-${{ matrix.os }}
+          path: |
+            packages/desktop-electron/dist/*.dmg
+            packages/desktop-electron/dist/*.exe
+            !packages/desktop-electron/dist/Actual-windows.exe
+            packages/desktop-electron/dist/*.AppImage
+            packages/desktop-electron/dist/*.flatpak
+      - name: Upload Windows Store Build
+        if: ${{ startsWith(matrix.os, 'windows') }}
+        uses: actions/upload-artifact@v4
+        with:
+          name: actual-electron-${{ matrix.os }}-appx
+          path: |
+            packages/desktop-electron/dist/*.appx

.github/workflows/generate-release-pr.yml

@@ -0,0 +1,56 @@
+name: Generate release PR
+
+on:
+  workflow_dispatch:
+    inputs:
+      ref:
+        description: 'Commit or branch to release'
+        required: true
+        default: 'master'
+      version:
+        description: 'Version number for the release (optional)'
+        required: false
+        default: ''
+
+jobs:
+  generate-release-pr:
+    runs-on: ubuntu-latest
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+        with:
+          ref: ${{ github.event.inputs.ref }}
+      - name: Bump package versions
+        id: bump_package_versions
+        shell: bash
+        run: |
+          declare -A packages=(
+            [web]="desktop-client"
+            [electron]="desktop-electron"
+            [sync]="sync-server"
+            [api]="api"
+          )
+
+          for key in "${!packages[@]}"; do
+            pkg="${packages[$key]}"
+
+            if [[ -n "${{ github.event.inputs.version }}" ]]; then
+              version="${{ github.event.inputs.version }}"
+            else
+              version=$(node ./.github/actions/get-next-package-version.js \
+                --package-json "./packages/$pkg/package.json" \
+                --type auto \
+                --update)
+            fi
+
+            eval "NEW_${key^^}_VERSION=\"$version\""
+          done
+
+          echo "version=$NEW_WEB_VERSION" >> "$GITHUB_OUTPUT"
+      - name: Create PR
+        uses: peter-evans/create-pull-request@v7
+        with:
+          commit-message: '🔖 (${{ steps.bump_package_versions.outputs.version }})'
+          title: '🔖 (${{ steps.bump_package_versions.outputs.version }})'
+          body: 'Generated by [generate-release-pr.yml](../tree/master/.github/workflows/generate-release-pr.yml)'
+          branch: 'release/v${{ steps.bump_package_versions.outputs.version }}'

.github/workflows/i18n-string-extract-master.yml

@@ -0,0 +1,87 @@
+name: Extract and upload i18n strings
+
+on:
+  schedule:
+    # 4am UTC
+    - cron: '0 4 * * *'
+  workflow_dispatch:
+
+jobs:
+  extract-and-upload-i18n-strings:
+    runs-on: ubuntu-latest
+    if: github.repository == 'actualbudget/actual'
+    steps:
+      - name: Check out main repository
+        uses: actions/checkout@v4
+        with:
+          path: actual
+      - name: Set up environment
+        uses: ./actual/.github/actions/setup
+        with:
+          working-directory: actual
+          download-translations: false # As we'll manually clone instead
+      - name: Configure Git config
+        run: |
+          git config --global user.name "github-actions[bot]"
+          git config --global user.email "41898282+github-actions[bot]@users.noreply.github.com"
+      - name: Configure i18n client
+        run: |
+          pip install wlc
+
+      - name: Lock translations
+        run: |
+          wlc \
+            --url https://hosted.weblate.org/api/ \
+            --key "${{ secrets.WEBLATE_API_KEY_CI_STRINGS }}" \
+            lock \
+            actualbudget/actual
+
+      - name: Update VCS with latest translations
+        run: |
+          wlc \
+            --url https://hosted.weblate.org/api/ \
+            --key "${{ secrets.WEBLATE_API_KEY_CI_STRINGS }}" \
+            push \
+            actualbudget/actual
+      - name: Check out updated translations
+        uses: actions/checkout@v4
+        with:
+          ssh-key: ${{ secrets.STRING_IMPORT_DEPLOY_KEY }}
+          repository: actualbudget/translations
+          path: translations
+      - name: Generate i18n strings
+        working-directory: actual
+        run: |
+          mkdir -p packages/desktop-client/locale/
+          cp ../translations/en.json packages/desktop-client/locale/
+          yarn generate:i18n
+          if [[ ! -f packages/desktop-client/locale/en.json ]]; then
+            echo "File packages/desktop-client/locale/en.json not found. Ensure the file was generated correctly."
+            exit 1
+          fi
+      - name: Check in new i18n strings
+        working-directory: translations
+        run: |
+          cp ../actual/packages/desktop-client/locale/en.json .
+          git add .
+          if git commit -m "Update source strings"; then
+            git push
+          else
+            echo "No changes to commit"
+          fi
+      - name: Update Weblate with latest translations
+        run: |
+          wlc \
+            --url https://hosted.weblate.org/api/ \
+            --key "${{ secrets.WEBLATE_API_KEY_CI_STRINGS }}" \
+            pull \
+            actualbudget/actual
+
+      - name: Unlock translations
+        if: always() # Clean up even on failure
+        run: |
+          wlc \
+            --url https://hosted.weblate.org/api/ \
+            --key "${{ secrets.WEBLATE_API_KEY_CI_STRINGS }}" \
+            unlock \
+            actualbudget/actual

.github/workflows/issues-close-feature-requests.yml

@@ -0,0 +1,37 @@
+name: Close feature requests with automated message
+
+on:
+  issues:
+    types: [labeled]
+
+jobs:
+  needs-votes:
+    if: ${{ github.event.label.name == 'feature' }}
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions-ecosystem/action-add-labels@v1
+        with:
+          labels: needs votes
+      - name: Add reactions
+        uses: aidan-mundy/react-to-issue@v1.1.1
+        with:
+          issue-number: ${{ github.event.issue.number }}
+          reactions: '+1'
+      - name: Create comment
+        uses: peter-evans/create-or-update-comment@v3
+        with:
+          issue-number: ${{ github.event.issue.number }}
+          body: |
+            :sparkles: Thanks for sharing your idea! :sparkles:
+
+            This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward a successful contribution).
+
+            The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+
+
+            Don’t forget to upvote the top comment with 👍!
+
+            <!-- feature-auto-close-comment -->
+      - name: Close Issue
+        run: gh issue close "https://github.com/actualbudget/actual/issues/${{ github.event.issue.number }}"
+        env:
+          GH_TOKEN: ${{ secrets.GITHUB_TOKEN }}

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

@@ -0,0 +1,35 @@
+name: Handle completed feature requests
+
+##########################################################################################
+# WARNING! This workflow uses the 'pull_request_target' event. That mans that it will    #
+# always run in the context of the main actualbudget/actual repo, even if the PR is from #
+# a fork. This is necessary to get access to a GitHub token that can post a comment on   #
+# the PR. Be VERY CAREFUL about adding things to this workflow, since forks can inject   #
+# arbitrary code into their branch, and can pollute the artifacts we download. Arbitrary #
+# code execution in this workflow could lead to a compromise of the main repo.           #
+##########################################################################################
+# See: https://securitylab.github.com/research/github-actions-preventing-pwn-requests    #
+##########################################################################################
+
+on:
+  pull_request_target:
+    types: [closed]
+
+permissions:
+  issues: write
+
+jobs:
+  handle-feature-requests:
+    if: github.event.pull_request.merged == true
+    runs-on: ubuntu-latest
+    steps:
+      # This is not a security concern because we have approved & merged the PR
+      - uses: actions/checkout@v4
+      - uses: actions/setup-node@v4
+        with:
+          node-version: 20
+      - name: Handle feature requests
+        run: node .github/actions/handle-feature-requests.js
+        env:
+          PR_NUMBER: ${{ github.event.pull_request.number }}
+          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}

.github/workflows/issues-remove-help-wanted.yml

@@ -0,0 +1,14 @@
+name: Remove 'help wanted' label from closed issues
+
+on:
+  issues:
+    types: [closed]
+
+jobs:
+  remove-help-wanted:
+    if: ${{ !contains(github.event.issue.labels.*.name, 'feature') && contains(github.event.issue.labels.*.name, 'help wanted') }}
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions-ecosystem/action-remove-labels@v1
+        with:
+          labels: help wanted

.github/workflows/lint.yml

@@ -1,18 +0,0 @@
-name: Linter
-
-on:
-  push:
-    branches:
-      - master
-  pull_request:
-    branches: '*'
-
-jobs:
-  lint:
-    runs-on: ubuntu-latest
-    steps:
-      - uses: actions/checkout@v2
-      - name: Set up environment
-        uses: ./.github/actions/setup
-      - name: Lint
-        run: yarn lint

.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: yarn build: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/opened-issues-triage.yml

@@ -1,14 +0,0 @@
-name: Mark new issue for triage
-
-on:
-  issues:
-    types: [opened]
-
-jobs:
-  needs-triage:
-    runs-on: ubuntu-latest
-    steps:
-      - uses: actions/checkout@v2
-      - uses: actions-ecosystem/action-add-labels@v1
-        with:
-          labels: needs triage

.github/workflows/publish-nightly-npm-packages.yml

@@ -0,0 +1,95 @@
+name: Publish nightly npm packages
+
+# Nightly npm packages are built daily
+on:
+  schedule:
+    - cron: '0 0 * * *'
+  workflow_dispatch:
+
+jobs:
+  build-and-pack:
+    runs-on: ubuntu-latest
+    name: Build and pack npm packages
+    if: github.event.repository.fork == false
+    steps:
+      - uses: actions/checkout@v4
+
+      - name: Set up environment
+        uses: ./.github/actions/setup
+
+      - name: Update package versions
+        run: |
+          # Get new nightly versions
+          NEW_WEB_VERSION=$(node ./.github/actions/get-next-package-version.js --package-json ./packages/desktop-client/package.json --type nightly)
+          NEW_SYNC_VERSION=$(node ./.github/actions/get-next-package-version.js --package-json ./packages/sync-server/package.json --type nightly)
+          NEW_API_VERSION=$(node ./.github/actions/get-next-package-version.js --package-json ./packages/api/package.json --type nightly)
+
+          # Set package versions
+          npm version $NEW_WEB_VERSION --no-git-tag-version --workspace=@actual-app/web --no-workspaces-update
+          npm version $NEW_SYNC_VERSION --no-git-tag-version --workspace=@actual-app/sync-server --no-workspaces-update
+          npm version $NEW_API_VERSION --no-git-tag-version --workspace=@actual-app/api --no-workspaces-update
+
+      - name: Yarn install
+        run: |
+          yarn install
+
+      - name: Build Server & Web
+        run: yarn build:server
+
+      - name: Pack the web and server packages
+        run: |
+          yarn workspace @actual-app/web pack --filename @actual-app/web.tgz
+          yarn workspace @actual-app/sync-server pack --filename @actual-app/sync-server.tgz
+
+      - name: Build API
+        run: yarn build:api
+
+      - name: Pack the api package
+        run: |
+          yarn workspace @actual-app/api pack --filename @actual-app/api.tgz
+
+      - name: Upload package artifacts
+        uses: actions/upload-artifact@v4
+        with:
+          name: npm-packages
+          path: |
+            packages/desktop-client/@actual-app/web.tgz
+            packages/sync-server/@actual-app/sync-server.tgz
+            packages/api/@actual-app/api.tgz
+
+  publish:
+    runs-on: ubuntu-latest
+    name: Publish Nightly npm packages
+    needs: build-and-pack
+    permissions:
+      contents: read
+      packages: write
+    steps:
+      - name: Download the artifacts
+        uses: actions/download-artifact@v4
+        with:
+          name: npm-packages
+
+      - name: Setup node and npm registry
+        uses: actions/setup-node@v4
+        with:
+          node-version: 20
+          registry-url: 'https://registry.npmjs.org'
+
+      - name: Publish Web
+        run: |
+          npm publish desktop-client/@actual-app/web.tgz --access public --tag nightly
+        env:
+          NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}
+
+      - name: Publish Sync-Server
+        run: |
+          npm publish sync-server/@actual-app/sync-server.tgz --access public --tag nightly
+        env:
+          NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}
+
+      - name: Publish API
+        run: |
+          npm publish api/@actual-app/api.tgz --access public --tag nightly
+        env:
+          NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}

.github/workflows/publish-npm-packages.yml

@@ -0,0 +1,78 @@
+name: Publish npm packages
+
+# # Npm packages are published for every new tag
+on:
+  push:
+    tags:
+      - 'v*.*.*'
+
+jobs:
+  build-and-pack:
+    runs-on: ubuntu-latest
+    name: Build and pack npm packages
+    steps:
+      - uses: actions/checkout@v4
+
+      - name: Set up environment
+        uses: ./.github/actions/setup
+
+      - name: Build Web
+        run: yarn build:server
+
+      - name: Pack the web and server packages
+        run: |
+          yarn workspace @actual-app/web pack --filename @actual-app/web.tgz
+          yarn workspace @actual-app/sync-server pack --filename @actual-app/sync-server.tgz
+
+      - name: Build API
+        run: yarn build:api
+
+      - name: Pack the api package
+        run: |
+          yarn workspace @actual-app/api pack --filename @actual-app/api.tgz
+
+      - name: Upload package artifacts
+        uses: actions/upload-artifact@v4
+        with:
+          name: npm-packages
+          path: |
+            packages/desktop-client/@actual-app/web.tgz
+            packages/sync-server/@actual-app/sync-server.tgz
+            packages/api/@actual-app/api.tgz
+
+  publish:
+    runs-on: ubuntu-latest
+    name: Publish npm packages
+    needs: build-and-pack
+    permissions:
+      contents: read
+      packages: write
+    steps:
+      - name: Download the artifacts
+        uses: actions/download-artifact@v4
+        with:
+          name: npm-packages
+
+      - name: Setup node and npm registry
+        uses: actions/setup-node@v4
+        with:
+          node-version: 20
+          registry-url: 'https://registry.npmjs.org'
+
+      - name: Publish Web
+        run: |
+          npm publish desktop-client/@actual-app/web.tgz --access public
+        env:
+          NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}
+
+      - name: Publish Sync-Server
+        run: |
+          npm publish sync-server/@actual-app/sync-server.tgz --access public
+        env:
+          NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}
+
+      - name: Publish API
+        run: |
+          npm publish api/@actual-app/api.tgz --access public
+        env:
+          NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}

.github/workflows/release-notes.yml

@@ -0,0 +1,21 @@
+name: Release notes
+
+on:
+  pull_request:
+
+concurrency:
+  group: ${{ github.workflow }}-${{ github.event.pull_request.number || github.ref }}
+  cancel-in-progress: true
+
+jobs:
+  release-notes:
+    runs-on: ubuntu-latest
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+      - name: Check release notes
+        if: startsWith(github.head_ref, 'release/') == false
+        uses: actualbudget/actions/release-notes/check@main
+      - name: Generate release notes
+        if: startsWith(github.head_ref, 'release/') == true
+        uses: actualbudget/actions/release-notes/generate@main

.github/workflows/size-compare.yml

@@ -0,0 +1,89 @@
+name: Compare Sizes
+
+##########################################################################################
+# WARNING! This workflow uses the 'pull_request_target' event. That mans that it will    #
+# always run in the context of the main actualbudget/actual repo, even if the PR is from #
+# a fork. This is necessary to get access to a GitHub token that can post a comment on   #
+# the PR. Be VERY CAREFUL about adding things to this workflow, since forks can inject   #
+# arbitrary code into their branch, and can pollute the artifacts we download. Arbitrary #
+# code execution in this workflow could lead to a compromise of the main repo.           #
+##########################################################################################
+# See: https://securitylab.github.com/research/github-actions-preventing-pwn-requests    #
+##########################################################################################
+
+on:
+  pull_request_target:
+    paths:
+      - 'packages/**'
+      - '!packages/sync-server/**'
+
+concurrency:
+  group: ${{ github.workflow }}-${{ github.event.pull_request.number || github.ref }}
+  cancel-in-progress: true
+
+jobs:
+  compare:
+    runs-on: ubuntu-latest
+    permissions:
+      pull-requests: write
+    steps:
+      - name: Wait for ${{github.base_ref}} build to succeed
+        uses: fountainhead/action-wait-for-check@v1.2.0
+        id: master-build
+        with:
+          token: ${{ secrets.GITHUB_TOKEN }}
+          checkName: web
+          ref: ${{github.base_ref}}
+
+      - name: Wait for PR build to succeed
+        uses: fountainhead/action-wait-for-check@v1.2.0
+        id: wait-for-build
+        with:
+          token: ${{ secrets.GITHUB_TOKEN }}
+          checkName: web
+          ref: ${{github.event.pull_request.head.sha}}
+
+      - name: Report build failure
+        if: steps.wait-for-build.outputs.conclusion == 'failure'
+        run: |
+          echo "Build failed on PR branch or ${{github.base_ref}}"
+          exit 1
+      - name: Download build artifact from ${{github.base_ref}}
+        uses: dawidd6/action-download-artifact@v6
+        id: pr-build
+        with:
+          branch: ${{github.base_ref}}
+          workflow: build.yml
+          name: build-stats
+          path: base
+
+      - name: Download build artifact from PR
+        uses: dawidd6/action-download-artifact@v6
+        with:
+          pr: ${{github.event.pull_request.number}}
+          workflow: build.yml
+          name: build-stats
+          path: head
+          allow_forks: true
+
+      - name: Strip content hashes from stats files
+        run: |
+          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: twk3/rollup-size-compare-action@v1.1.1
+        with:
+          github-token: ${{ secrets.GITHUB_TOKEN }}
+          current-stats-json-path: ./head/web-stats.json
+          base-stats-json-path: ./base/web-stats.json
+          title: desktop-client
+
+      - uses: github/webpack-bundlesize-compare-action@v2.1.0
+        with:
+          github-token: ${{ secrets.GITHUB_TOKEN }}
+          current-stats-json-path: ./head/loot-core-stats.json
+          base-stats-json-path: ./base/loot-core-stats.json
+          title: loot-core

.github/workflows/stale.yml

@@ -1,20 +1,42 @@
-name: Close inactive issues
+name: 'Close stale PRs'
 on:
   schedule:
-    - cron: "30 1 * * *"
+    - cron: '30 1 * * *'
+  workflow_dispatch: # Allow manual triggering
 
 jobs:
-  close-issues:
+  stale:
     runs-on: ubuntu-latest
-    permissions:
-      issues: write
-      pull-requests: write
     steps:
-      - uses: actions/stale@v7
+      - uses: actions/stale@v9
         with:
-          days-before-issue-stale: 90
-          days-before-issue-close: -1
-          stale-issue-label: "stale"
-          stale-issue-message: "🚧🚨 This issue is being marked as stale due to 90 days of inactivity. 🚧🚨"
-          only-labels: 'needs triage'
-          repo-token: ${{ secrets.GITHUB_TOKEN }}
+          stale-pr-message: 'This PR is stale because it has been open 30 days with no activity. Remove stale label or comment or this will be closed in 5 days.'
+          close-pr-message: 'This PR was closed because it has been stalled for 5 days with no activity.'
+          days-before-stale: 30
+          days-before-close: 5
+          days-before-issue-stale: -1
+  stale-wip:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/stale@v9
+        with:
+          stale-pr-message: ':wave: Hi! It looks like this PR has not had any changes for a week now. Would you like someone to review this PR? If so - please remove the "[WIP]" prefix from the PR title. That will let the community know that this PR is open for a review.'
+          days-before-stale: 7
+          any-of-labels: ':construction: WIP'
+          days-before-close: -1
+          days-before-issue-stale: -1
+
+  stale-needs-info:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/stale@v9
+        with:
+          stale-issue-label: 'needs info'
+          days-before-stale: -1
+          days-before-close: 7
+          close-issue-message: 'This issue has been automatically closed because there have been no comments for 7 days after the "needs info" label was added. If you still need help, please feel free to reopen the issue with the requested information.'
+          remove-stale-when-updated: false
+          stale-pr-message: '' # Disable PR processing
+          close-pr-message: '' # Disable PR processing
+          days-before-pr-stale: -1 # Disable PR processing
+          days-before-pr-close: -1 # Disable PR processing

.github/workflows/test.yml

@@ -1,18 +0,0 @@
-name: Test
-
-on:
-  push:
-    branches:
-      - master
-  pull_request:
-    branches: '*'
-
-jobs:
-  test:
-    runs-on: ubuntu-latest
-    steps:
-      - uses: actions/checkout@v2
-      - name: Set up environment
-        uses: ./.github/actions/setup
-      - name: Test
-        run: yarn test

.github/workflows/update-vrt.yml

@@ -0,0 +1,119 @@
+name: /update-vrt
+on:
+  issue_comment:
+    types: [created]
+
+permissions:
+  pull-requests: read
+  contents: read
+
+concurrency:
+  group: ${{ github.workflow }}-${{ github.event.issue.number }}-${{ contains(github.event.comment.body, '/update-vrt') }}
+  cancel-in-progress: true
+
+jobs:
+  update-vrt:
+    name: Update VRT
+    runs-on: ubuntu-latest
+    if: |
+      github.event.issue.pull_request &&
+      contains(github.event.comment.body, '/update-vrt')
+    container:
+      image: mcr.microsoft.com/playwright:v1.52.0-jammy
+    steps:
+      - name: Get PR branch
+        #        Until https://github.com/xt0rted/pull-request-comment-branch/issues/322 is resolved we use the forked version
+        uses: gotson/pull-request-comment-branch@head-repo-owner-dist
+        id: comment-branch
+      - uses: actions/checkout@v4
+        with:
+          repository: ${{ steps.comment-branch.outputs.head_owner }}/${{ steps.comment-branch.outputs.head_repo }}
+          ref: ${{ steps.comment-branch.outputs.head_ref }}
+      - name: Set up environment
+        uses: ./.github/actions/setup
+      - name: Run VRT Tests on Desktop app
+        continue-on-error: true
+        run: |
+          xvfb-run --auto-servernum --server-args="-screen 0 1920x1080x24" -- yarn e2e:desktop --update-snapshots
+      - name: Wait for Netlify build to finish
+        id: netlify
+        env:
+          COMMIT_SHA: ${{ steps.comment-branch.outputs.head_sha }}
+          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+        run: ./.github/actions/netlify-wait-for-build
+      - name: Run VRT Tests on Netlify URL
+        run: yarn vrt --update-snapshots
+        env:
+          E2E_START_URL: ${{ steps.netlify.outputs.url }}
+      - name: Create patch
+        run: |
+          git config --system --add safe.directory "*"
+          git config --global user.name "github-actions[bot]"
+          git config --global user.email "github-actions[bot]@users.noreply.github.com"
+          git reset
+          git add "**/*.png"
+          if git diff --staged --quiet; then
+            echo "No changes to commit"
+            exit 0
+          fi
+          git commit -m "Update VRT"
+          git format-patch -1 HEAD --stdout > Update-VRT.patch
+      - uses: actions/upload-artifact@v4
+        with:
+          name: patch
+          path: Update-VRT.patch
+
+  push-patch:
+    runs-on: ubuntu-latest
+    needs: update-vrt
+    permissions:
+      contents: write
+      pull-requests: write
+    steps:
+      - name: Get PR branch
+        #        Until https://github.com/xt0rted/pull-request-comment-branch/issues/322 is resolved we use the forked version
+        uses: gotson/pull-request-comment-branch@head-repo-owner-dist
+        id: comment-branch
+      - uses: actions/checkout@v4
+        with:
+          repository: ${{ steps.comment-branch.outputs.head_owner }}/${{ steps.comment-branch.outputs.head_repo }}
+          ref: ${{ steps.comment-branch.outputs.head_ref }}
+      - uses: actions/download-artifact@v4
+        continue-on-error: true
+        with:
+          name: patch
+      - name: Apply patch and push
+        env:
+          BRANCH_NAME: ${{ steps.comment-branch.outputs.head_ref }}
+        run: |
+          git config --global user.name "github-actions[bot]"
+          git config --global user.email "github-actions[bot]@users.noreply.github.com"
+          git apply Update-VRT.patch
+          git add "**/*.png"
+          if git diff --staged --quiet; then
+            echo "No changes to commit"
+            exit 0
+          fi
+          git commit -m "Update VRT"
+          git push origin HEAD:${BRANCH_NAME}
+      - name: Add finished reaction
+        uses: dkershner6/reaction-action@v2
+        with:
+          token: ${{ secrets.GITHUB_TOKEN }}
+          commentId: ${{ github.event.comment.id }}
+          reaction: 'rocket'
+
+  add-starting-reaction:
+    runs-on: ubuntu-latest
+    if: |
+      github.event.issue.pull_request &&
+      contains(github.event.comment.body, '/update-vrt')
+    permissions:
+      pull-requests: write
+    steps:
+      - name: React to comment
+        uses: dkershner6/reaction-action@v2
+        with:
+          token: ${{ secrets.GITHUB_TOKEN }}
+          commentId: ${{ github.event.comment.id }}
+          reaction: '+1'

.gitignore

@@ -1,24 +1,35 @@
+# Sample Data
 /data/*
 !data/.gitkeep
 /data2
+Actual-*
+!actual-server.js
+**/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
-
-**/*.log
 
 # Yarn
 .pnp.*
@@ -28,3 +39,27 @@ export-2020-01-10.csv
 !.yarn/releases
 !.yarn/sdks
 !.yarn/versions
+
+# VSCode
+.vscode
+
+# IntelliJ IDEA
+.idea
+
+# Misc
+.#*
+
+# Local Netlify folder
+.netlify
+
+# build output
+package.tgz
+
+# Fly.io configuration
+fly.toml
+
+# TypeScript cache
+build/
+
+# .d.ts files aren't type-checked with skipLibCheck set to true
+*.d.ts

.husky/pre-commit

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

.nvmrc

@@ -1 +1 @@
-v16.15.0
+v20/*

.prettierignore

@@ -0,0 +1,27 @@
+sync_pb.*
+packages/api/app/bundle.api.js
+packages/api/app/stats.json
+packages/api/dist
+packages/api/@types
+packages/api/migrations
+packages/crdt/dist
+packages/component-library/src/icons/**/*
+packages/desktop-client/bundle.browser.js
+packages/desktop-client/build/
+packages/desktop-client/locale/
+packages/desktop-client/build-electron/
+packages/desktop-client/build-stats/
+packages/desktop-client/public/kcab/
+packages/desktop-client/public/data/
+packages/desktop-client/**/node_modules/*
+packages/desktop-client/node_modules/
+packages/desktop-client/test-results/
+packages/desktop-client/playwright-report/
+packages/desktop-electron/client-build/
+packages/desktop-electron/build/
+packages/desktop-electron/dist/
+packages/loot-core/**/node_modules/*
+packages/loot-core/**/lib-dist/*
+packages/loot-core/**/proto/*
+.yarn/*
+upcoming-release-notes/*

.prettierrc.json

@@ -1,5 +1,5 @@
 {
   "singleQuote": true,
-  "trailingComma": "none",
+  "trailingComma": "all",
   "arrowParens": "avoid"
 }

.secret-tokens.example

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

.yarn/patches/adm-zip-npm-0.5.16-4556fea098.patch

@@ -0,0 +1,10 @@
+diff --git a/methods/inflater.js b/methods/inflater.js
+index 8769e66e82b25541aba80b1ac6429199c9a8179f..1d4402402f0e1aaf64062c1f004c3d6e6fe93e76 100644
+--- a/methods/inflater.js
++++ b/methods/inflater.js
+@@ -1,4 +1,4 @@
+-const version = +(process.versions ? process.versions.node : "").split(".")[0] || 0;
++const version = +(process?.versions?.node ?? "").split(".")[0] || 0;
+ 
+ module.exports = function (/*Buffer*/ inbuf, /*number*/ expectedLength) {
+     var zlib = require("zlib");

.yarnrc.yml

@@ -1,7 +1,9 @@
+compressionLevel: mixed
+
+enableGlobalCache: false
+
+enableTransparentWorkspaces: false
+
 nodeLinker: node-modules
 
-plugins:
-  - path: .yarn/plugins/@yarnpkg/plugin-workspace-tools.cjs
-    spec: "@yarnpkg/plugin-workspace-tools"
-
-yarnPath: .yarn/releases/yarn-3.2.0.cjs
+yarnPath: .yarn/releases/yarn-4.9.1.cjs

CONTRIBUTING.md

@@ -1,78 +1 @@
-Actual was _just_ open-sourced so the contributing model isn't fully fleshed out yet.
-
-## Expectations
-
-Personally, I would like to see an ecosystem of minor forks that make small changes to Actual and continually rebase on the latest version. Unlike what some people think, forks are a healthy sign of a community in my opinion.
-
-We aren't going to take every single little change. Don't be offended if we close your PR. In order for the project to stay healthy, we need to guard our bandwidth and also only take changes that align with Actual.
-
-Please ask first before making a large change; you might waste a lot of work if it doesn't align with how Actual should work.
-
-Here are some initial guidelines for how contributions will be treated:
-
-* The mental health of the maintainers will be prioritized above all else. If this means some things get lost and PRs are unreviewed because maintainers are spending time with family or on themselves, we celebrate that.
-
-* Multiple maintainers are key to this being a healthy project. Currently, only I (@jlongster) have maintainer rights. I am actively looking for more people to come on as maintainers. If nobody steps up, expect less activity on this project.
-
-* An open PR does not automatically deserve time for a full review and acceptance. It's up to the PR author to convince the maintainers that the change is good and worth reviewing. This involves a clear description for why the the change is being made, detailing the tradeoffs, and ideally a link to a live demo where Actual is running with the changes. (Ideally, we would automatically generate a live demo)
-
-* We especially welcome improvements in automation: creating github actions to automatically generate builds, making the release process easier, etc.
-
-
-## Main contributors
-
-* @jlongster
-
-## Project ideas
-
-The code needs a lot of improvements. When it was just me (@jlongster) I would often find myself halfway through an improvement overall, but always had to put it aside to work on something else. This shows in the code; there's a lot of things that I wanted to improve but was never able to complete. These are list of projects on the top of my mind that I would love to see progress on.
-
-### A mobile web app
-
-One of the most pressing needs is a mobile app based on the web app. This could mean making the web app responsive, or a separate app that does a few basic things.
-
-We are deprecating the native iOS/Android apps because we don't have bandwidth to support development and distribution of them (it's complicating submitting them to the app stores, etc).
-
-Ideally you'd be able to enter transactions on mobile.
-
-### Transitioning to TypeScript
-
-This is something I should have done a long time ago. I'd love any help setting up infrastructure for TypeScript and starting to transitioning code to it, particularly the backend.
-
-### Rewriting the transaction table
-
-The transaction table is a very complex component because of all the interactions. The original goal was to embrace inline editing fully and never pull the user out into something like a modal or a drawer. I like how this worked out for some workflows, but it made other workflows plain awkward.
-
-For example, splitting a transaction. Currently, it all happens inline which means the user could be in the middle of splitting a transaction and navigate somewhere else. The transaction needs to support that middle state where the subtractions don't equal the parent transaction amount. Currently, we show a little "error" popup near the transacton when it's in this state.
-
-This is a very awkward flow, and it would actually be better to pop the user into a modal state to split a transaction. I would still want to _display_ the split transaction inline, and even edit the categories of them, but for editing the amount the user should work on them in a modal/drawer/etc.
-
-The code for the transaction table originates from a time when React hooks were very new. If I had to do it all over, I'd avoid hooks entirely and look into better ways to manage state. **The performance of the table is crucial** and React hooks with complicated interaction actively make it difficult for this to work. The code is convoluted for a single purpose: only a single row should ever render when something changes.
-
-I'm proud of the fact that you can scroll down the transactions list incredibly fast. You can even hold down "enter" to move the editing cell downward and it'll scroll down the list to keep the edited cell in view. But this came at a cost: the code needs to be more maintainble.
-
-I'm not sure what the solution is yet. Maybe it's using a 3rd party library like [react-table](https://react-table.tanstack.com). To be honest, I'm quite skeptical of 3rd party library performance-wise, but it's worth looking into. That would also make it easy to support hiding/showing columns and other advanced features.
-
-### Ditching babel
-
-A huge pain point in development is using babel. The way it interacts with other tooling and requires a billion dependencies make it fucking annoying to work with (sorry, I'm drinking bourbon at this point). Updating Jest requires fiddling with versions of babel in the `yarn.lock` file until it works. I'm freaking over it.
-
-We should switch to [swc](https://swc.rs). That would also have another benefit: it's **blazingly** fast. Like 100x faster. So it's also make development way way faster.
-
-### Adopt an existing component library
-
-One of my mistakes with Actual was rebuilding everything from scratch, even the design system. While I was able to make it look good for the current version of Actual, it makes it a lot of work to build new designs. We should choose a 3rd party library and start using it in Actual. It would make it way faster to build new designs.
-
-There aren't many good 3rd party library unfortunately. API, accessibility, and general thoughtful-ness are important. The two that come to my mind are [Radix](https://www.radix-ui.com) and [react-aria](https://react-spectrum.adobe.com/react-aria/). I'm leaning towards react-aria.
-
-I'm open to other things, but we really need something to take the weight off of building UI.
-
-### Enriching the budget page
-
-This is more of a feature, but if someone (preferrably with design experience) wants to dig into the budget page and figure out how to make it more extensible, that'd be great. I always wanted to show more data on that page but never had time to design something good. The multi-month view makes it hard, but maybe if there's only a single month showing we could show additional data beside it.
-
-This also might require the ability to "select" a category so we can show data specific to that category.
-
-### Custom reports
-
-This is a big one. I'm very sad I never had time to see this through. I would love to see experiments to how better reports should work, particularly custom reports. Actually letting the user write some SQL or AQL code and visualizing it somehow. This is something I'll probably still play with.
+Please review the contributing documentation on our website: https://actualbudget.org/docs/contributing/

Dockerfile

@@ -0,0 +1,11 @@
+###################################################
+# This Dockerfile is used by the docker-compose.yml
+# file to build the development container.
+# Do not make any changes here unless you know what
+# you are doing.
+###################################################
+
+FROM node:20-bullseye as dev
+RUN apt-get update -y && apt-get upgrade -y && apt-get install -y openssl
+WORKDIR /app
+CMD ["sh", "./bin/docker-start"]

LICENSE.txt

@@ -1,4 +1,4 @@
-Copyright 2022 James Long
+Copyright James Long
 
 Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
 

README.md

@@ -1,43 +1,83 @@
+<p align="center">
+  <img src="/demo.png" alt="Actualbudget" />
+</p>
+
 ## Getting Started
 
 Actual is a local-first personal finance tool. It is 100% free and open-source, written in NodeJS, it has a synchronization element so that all your changes can move between devices without any heavy lifting.
 
-If you are interested in contributing, or want to know how development works, see [CONTRIBUTING.md](https://github.com/actualbudget/actual/blob/master/CONTRIBUTING.md) we would love to have you.
+If you are interested in contributing, or want to know how development works, see our [contributing](https://actualbudget.org/docs/contributing/) document we would love to have you.
 
 Want to say thanks? Click the ⭐ at the top of the page.
 
 ## Key Links
 
 - Actual [discord](https://discord.gg/pRYNYr4W5A) community.
-- Actual [Community Documentation](https://actualbudget.github.io/docs)
+- Actual [Community Documentation](https://actualbudget.org/docs)
+- [Frequently asked questions](https://actualbudget.org/docs/faq)
 
 ## Installation
 
-If you are only interested in running the latest version and not contributing to the source code, you don't need to clone this repo. You can get the latest version through npm.
+There are four ways to deploy Actual:
 
-### The easy way: using a server (recommended)
+1. One-click deployment [via PikaPods](https://www.pikapods.com/pods?run=actual) (~1.40 $/month) - recommended for non-technical users
+1. Managed hosting [via Fly.io](https://actualbudget.org/docs/install/fly) (~1.50 $/month)
+1. Self-hosted by using [a Docker image](https://actualbudget.org/docs/install/docker)
+1. Local-only apps - [downloadable Windows, Mac and Linux apps](https://actualbudget.org/download/) you can run on your device
 
-The easiest way to get Actual running is to use the [actual-server](https://github.com/actualbudget/actual-server) project. That is the server for syncing changes across devices, and it comes with the latest version of Actual. The server will provide both the web project and a server for syncing.
+Learn more in the [installation instructions docs](https://actualbudget.org/docs/install/).
 
-You can get up and running quickly and easily by following our [Running Actual Locally Guide](https://actualbudget.github.io/docs/Installing/Local/your-own-machine)
+## Ready to Start Budgeting?
+
+Read about [Envelope budgeting](https://actualbudget.org/docs/getting-started/envelope-budgeting) to know more about the idea behind Actual Budget.
+
+### Are you new to budgeting or want to start fresh?
+
+Check out the community's [Starting Fresh](https://actualbudget.org/docs/getting-started/starting-fresh) guide so you can quickly get up and running!
+
+### Are you migrating from other budgeting apps?
+
+Check out the community's [Migration](https://actualbudget.org/docs/migration/) guide to start jumping on the Actual Budget train!
 
 ## Documentation
 
-We have a wide range of documentation on how to use Actual, this is all available in our [Community Documentation](https://actualbudget.github.io/docs), this includes topics on Budgeting, Account Management, Tips & Tricks and some documentation for developers.
+We have a wide range of documentation on how to use Actual, this is all available in our [Community Documentation](https://actualbudget.org/docs), this includes topics on Budgeting, Account Management, Tips & Tricks and some documentation for developers.
 
-## Code structure
+## Contributing
+
+Actual is a community driven product. Learn more about [contributing to Actual](https://actualbudget.org/docs/contributing/).
+
+### Code structure
 
 The Actual app is split up into a few packages:
 
 - loot-core - The core application that runs on any platform
-- loot-design - The generic design components that make up the UI
 - desktop-client - The desktop UI
 - desktop-electron - The desktop app
 
-More information on the project structure is available in our [community documentation](https://actualbudget.github.io/docs/Developers/project-layout).
+More information on the project structure is available in our [community documentation](https://actualbudget.org/docs/contributing/project-details).
+
+### Feature Requests
+
+Current feature requests can be seen [here](https://github.com/actualbudget/actual/issues?q=is%3Aissue+label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc).
+Vote for your favorite requests by reacting :+1: to the top comment of the request.
+
+To add new feature requests, open a new Issue of the "Feature Request" type.
+
+### Translation
+
+Make Actual Budget accessible to more people by helping with the [Internationalization](https://actualbudget.org/docs/contributing/i18n/) of Actual. We are using a crowd sourcing tool to manage the translations, see our [Weblate Project](https://hosted.weblate.org/projects/actualbudget/). Weblate proudly supports open-source software projects through their [Libre plan](https://weblate.org/en/hosting/#libre).
+
+<a href="https://hosted.weblate.org/engage/actualbudget/">
+<img src="https://hosted.weblate.org/widget/actualbudget/actual/287x66-grey.png" alt="Translation status" />
+</a>
+
+## Repo Activity
+
+![Alt](https://repobeats.axiom.co/api/embed/e20537dd8b74956f86736726ccfbc6f0565bec22.svg 'Repobeats analytics image')
 
 ## Sponsors
 
-Thanks to our wonderful sponsors who make Actual budget possible!
+Thanks to our wonderful sponsors who make Actual Budget possible!
 
 <a href="https://www.netlify.com"> <img src="https://www.netlify.com/v3/img/components/netlify-color-accent.svg" alt="Deploys by Netlify" /> </a>

bin/docker-start

@@ -0,0 +1,13 @@
+#!/bin/sh
+
+#####################################################
+# This startup script is used by the docker container
+# to check if the node_modules folder is empty and
+# if so, run yarn to install the dependencies.
+#####################################################
+
+if [ ! -d "node_modules" ] || [ "$(ls -A node_modules)" = "" ]; then
+    yarn
+fi
+
+BROWSER=0 yarn start:browser

bin/format-staged

@@ -1,11 +0,0 @@
-#!/bin/sh
-FILES=$(git diff --cached --name-only --diff-filter=ACMR "*.js" "*.jsx" | sed 's| |\\ |g')
-[ -z "$FILES" ] && exit 0
-
-# Prettify all selected files
-echo "$FILES" | xargs ./node_modules/.bin/prettier --write
-
-# Add back the modified/prettified files to staging
-echo "$FILES" | xargs git add
-
-exit 0

bin/import-open-source-package

@@ -1,27 +0,0 @@
-#!/bin/sh -e
-
-ROOT=$(cd "`dirname $0`"; pwd)
-NPM_NAME="$1"
-NAME="$2"
-PACKAGE_DIR="`dirname "$ROOT"`/packages/$NAME"
-
-if [ -z "$NAME" ] || [ -z "$NPM_NAME" ]; then
-    echo "Usage: `basename $0` <npm-name> <local-name>"
-    exit 1
-fi
-
-if [ -d "$PACKAGE_DIR" ]; then
-    read -p "Package exists, remove $PACKAGE_DIR? [y/N] " -r
-    if [ -z "$REPLY" ] || [ "$REPLY" != "y" ]; then
-        exit 2
-    fi
-fi
-
-rm -rf "$PACKAGE_DIR"
-URL="`npm view "$NPM_NAME" dist.tarball`"
-TMPDIR="`mktemp -d`"
-
-cd "$TMPDIR"
-wget -O tar.tgz "$URL"
-tar xvzf tar.tgz
-mv package "$PACKAGE_DIR"

bin/make-release

@@ -1,50 +0,0 @@
-#!/bin/bash -e
-
-VERSION=""
-
-POSITIONAL=()
-while [[ $# -gt 0 ]]; do
-  key="$1"
-
-  case $key in
-      --version)
-      VERSION="$2"
-      shift
-      shift
-      ;;
-      *)
-      POSITIONAL+=("$1")
-      shift
-      ;;
-  esac
-done
-set -- "${POSITIONAL[@]}"
-
-NOTES="$@"
-
-if [ -z "$VERSION" ]; then
-    echo "--version is required";
-    exit 1
-fi
-
-echo "Version: $VERSION"
-echo "Notes: $NOTES"
-read -p "Make release? [y/N] " -r
-if [ -z "$REPLY" ] || [ "$REPLY" != "y" ]; then
-    exit 2
-fi
-
-source ./.secret-tokens
-
-# Tag and push to make windows and linux versions
-git push origin master
-git tag -a "$VERSION" -m "$NOTES"
-git push origin "$VERSION"
-
-# Make a macOS version
-./bin/package --release --version "$VERSION"
-
-# TODO: browser version
-
-# Finally, update github issues
-curl -X POST -H "x-release-token: $RELEASE_TOKEN"  https://actual-automoto.fly.dev/release/"$VERSION"

bin/package

@@ -1,111 +0,0 @@
-#!/bin/bash -e
-
-
-ROOT=`dirname $0`
-VERSION=""
-BETA=""
-RELEASE=""
-RELEASE_NOTES=""
-CI=${CI:-false}
-
-cd "$ROOT/.."
-
-POSITIONAL=()
-while [[ $# -gt 0 ]]; do
-  key="$1"
-
-  case $key in
-      --version)
-      VERSION="$2"
-      shift
-      shift
-      ;;
-      --beta)
-      RELEASE="beta"
-      shift
-      ;;
-      --release)
-      RELEASE="production"
-      shift
-      ;;
-      *)
-      POSITIONAL+=("$1")
-      shift
-      ;;
-  esac
-done
-set -- "${POSITIONAL[@]}"
-
-if [ -z "$VERSION" ] && [ -n "$RELEASE" ]; then
-    echo "Version is required if making a release"
-    exit 1
-fi
-
-if [ -n "$RELEASE" ]; then
-    if [ -z "$CIRCLE_TAG" ]; then
-        read -p "Make release: $RELEASE v$VERSION? [y/N] " -r
-        if [ -z "$REPLY" ] || [ "$REPLY" != "y" ]; then
-            exit 2
-        fi
-    fi
-
-    if [ "$RELEASE" == "production" ]; then
-        if [ -z "$CIRCLE_TAG" ]; then
-            RELEASE_NOTES=`git tag -l --format="%(contents:subject)" "$VERSION"`
-        else
-            RELEASE_NOTES=`git tag -l --format="%(contents:subject)" "$CIRCLE_TAG"`
-        fi
-    fi
-
-    PACKAGE_VERSION=`node -p -e "require('./packages/desktop-electron/package.json').version"`
-    if [ "$VERSION" != "$PACKAGE_VERSION" ]; then
-        echo "Version in desktop-electron/package.json does not match given version! ($PACKAGE_VERSION)"
-        exit 4
-    fi
-fi
-
-if [ "$OSTYPE" == "msys" ]; then
-    if [ $CI != true ]; then
-        read -s -p "Windows certificate password: " -r CSC_KEY_PASSWORD
-        export CSC_KEY_PASSWORD
-    elif [ -n "$CIRCLE_TAG" ]; then
-        # We only want to run this on CircleCI as Github doesn't have the CSC_KEY_PASSWORD secret set.
-        certutil -f -p ${CSC_KEY_PASSWORD} -importPfx ~/windows-shift-reset-llc.p12
-    fi
-fi
-
-# We only need to run linting once (and this doesn't seem to work on
-# Windows for some reason)
-if [[ $CI != true && "$OSTYPE" == "darwin"* ]]; then
-    yarn lint
-fi
-
-yarn patch-package
-
-yarn workspace loot-core build:node
-
-yarn workspace @actual-app/web build
-
-yarn workspace Actual 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
-
-        echo "\nCreated release $VERSION with release notes \"$RELEASE_NOTES\""
-    elif [ "$RELEASE" == "beta" ]; then
-        yarn build --publish never --arm64 --x64
-        
-        echo "\nCreated beta release $VERSION"
-    else
-        SKIP_NOTARIZATION=true yarn build --publish never --x64
-    fi
-)

bin/package-browser

@@ -1,63 +1,20 @@
 #!/bin/bash -e
 
 ROOT=`dirname $0`
-VERSION=""
-RELEASE=""
-CI=${CI:-false}
 
 cd "$ROOT/.."
 
-POSITIONAL=()
-while [[ $# -gt 0 ]]; do
-  key="$1"
-
-  case $key in
-      --version)
-      VERSION="$2"
-      shift
-      shift
-      ;;
-      --beta)
-      RELEASE="beta"
-      shift
-      ;;
-      --release)
-      RELEASE="production"
-      shift
-      ;;
-      *)
-      POSITIONAL+=("$1")
-      shift
-      ;;
-  esac
-done
-set -- "${POSITIONAL[@]}"
-
-if [ -z "$VERSION" ] && [ -n "$RELEASE" ]; then
-    echo "Version is required if making a release"
-    exit 1
+echo "Updating translations..."
+if ! [ -d packages/desktop-client/locale ]; then
+    git clone https://github.com/actualbudget/translations packages/desktop-client/locale
 fi
+pushd packages/desktop-client/locale > /dev/null
+git checkout .
+git pull
+popd > /dev/null
+packages/desktop-client/bin/remove-untranslated-languages
 
-if [ -n "$RELEASE" ]; then
-    read -p "Deploy release for browser: $RELEASE v$VERSION? [y/N] " -r
-    if [ -z "$REPLY" ] || [ "$REPLY" != "y" ]; then
-        exit 2
-    fi
-
-    PACKAGE_VERSION=`node -p -e "require('./packages/desktop-electron/package.json').version"`
-    if [ "$VERSION" != "$PACKAGE_VERSION" ] && [ "$VERSION-next" != "$PACKAGE_VERSION" ]; then
-        echo "Version in desktop-electron/package.json does not match given version! ($PACKAGE_VERSION)"
-        exit 4
-    fi
-fi
-
-# There's no need to check linting in CI as it'll be done in a different step.
-if [ $CI != true ]; then
-    yarn lint
-fi
-
-ACTUAL_RELEASE_TYPE=$RELEASE yarn workspace loot-core build:browser
-
-REACT_APP_RELEASE_TYPE=$RELEASE yarn workspace @actual-app/web build:browser
+yarn workspace loot-core build:browser
+yarn workspace @actual-app/web build:browser
 
 echo "packages/desktop-client/build"

bin/package-electron

@@ -0,0 +1,72 @@
+#!/bin/bash -e
+
+
+ROOT=`dirname $0`
+RELEASE=""
+CI=${CI:-false}
+
+cd "$ROOT/.."
+POSITIONAL=()
+SKIP_EXE_BUILD=false
+while [[ $# -gt 0 ]]; do
+  key="$1"
+
+  case $key in
+      --release)
+      RELEASE="production"
+      shift
+      ;;
+      --skip-exe-build)
+      SKIP_EXE_BUILD=true
+      shift
+      ;;
+      *)
+      POSITIONAL+=("$1")
+      shift
+      ;;
+  esac
+done
+
+set -- "${POSITIONAL[@]}"
+
+# Get translations
+echo "Updating translations..."
+if ! [ -d packages/desktop-client/locale ]; then
+    git clone https://github.com/actualbudget/translations packages/desktop-client/locale
+fi
+pushd packages/desktop-client/locale > /dev/null
+git pull
+popd > /dev/null
+packages/desktop-client/bin/remove-untranslated-languages
+
+yarn workspace loot-core build:node
+yarn workspace @actual-app/web build --mode=desktop # electron specific build
+
+# required for running the sync-server server
+yarn workspace loot-core build:browser
+yarn workspace @actual-app/web build:browser
+yarn workspace @actual-app/sync-server build
+
+yarn workspace desktop-electron update-client
+
+(
+    cd packages/desktop-electron;
+    yarn clean;
+
+    if [ $SKIP_EXE_BUILD == true ]; then
+        echo "Building the dist"
+        yarn build:dist
+        echo "Skipping exe build"
+    else
+      if [ "$RELEASE" == "production" ]; then
+          if [ -f ../../.secret-tokens ]; then
+              source ../../.secret-tokens
+          fi
+          yarn build
+
+          echo "Created release"
+      else
+          SKIP_NOTARIZATION=true yarn build
+      fi
+    fi
+)

bin/release-note-generator.ts

@@ -0,0 +1,182 @@
+import { exec } from 'node:child_process';
+import { existsSync, writeFile } from 'node:fs';
+import { exit } from 'node:process';
+
+import prompts from 'prompts';
+
+async function run() {
+  const username = await execAsync(
+    // eslint-disable-next-line actual/typography
+    "gh api user --jq '.login'",
+    'To avoid having to enter your username, consider installing the official GitHub CLI (https://github.com/cli/cli) and logging in with `gh auth login`.',
+  );
+  const activePr = await getActivePr(username);
+  if (activePr) {
+    console.log(
+      `Found potentially matching PR ${activePr.number}: ${activePr.title}`,
+    );
+  }
+  const initialPrNumber = activePr?.number ?? (await getNextPrNumber());
+
+  const result = await prompts([
+    {
+      name: 'githubUsername',
+      message: 'Comma-separated GitHub username(s)',
+      type: 'text',
+      initial: username,
+    },
+    {
+      name: 'pullRequestNumber',
+      message: 'PR Number',
+      type: 'number',
+      initial: initialPrNumber,
+    },
+    {
+      name: 'releaseNoteType',
+      message: 'Release Note Type',
+      type: 'select',
+      choices: [
+        { title: '✨ Features', value: 'Features' },
+        { title: '👍 Enhancements', value: 'Enhancements' },
+        { title: '🐛 Bugfix', value: 'Bugfix' },
+        { title: '⚙️  Maintenance', value: 'Maintenance' },
+      ],
+    },
+    {
+      name: 'oneLineSummary',
+      message: 'Brief Summary',
+      type: 'text',
+      initial: activePr?.title,
+    },
+  ]);
+
+  if (
+    !result.githubUsername ||
+    !result.oneLineSummary ||
+    !result.releaseNoteType ||
+    !result.pullRequestNumber
+  ) {
+    console.log('All questions must be answered. Exiting');
+    exit(1);
+  }
+
+  const fileContents = getFileContents(
+    result.releaseNoteType,
+    result.githubUsername,
+    result.oneLineSummary,
+  );
+  const prNumber = result.pullRequestNumber;
+
+  const filepath = `./upcoming-release-notes/${prNumber}.md`;
+  if (existsSync(filepath)) {
+    const { confirm } = await prompts({
+      name: 'confirm',
+      type: 'confirm',
+      message: `This will overwrite the existing release note ${filepath} Are you sure?`,
+    });
+    if (!confirm) {
+      console.log('Exiting');
+      exit(1);
+    }
+  }
+
+  writeFile(filepath, fileContents, err => {
+    if (err) {
+      console.error('Failed to write release note file:', err);
+      exit(1);
+    } else {
+      console.log(`Release note generated successfully: ${filepath}`);
+    }
+  });
+}
+
+// makes an attempt to find an existing open PR from <username>:<branch>
+async function getActivePr(
+  username: string,
+): Promise<{ number: number; title: string } | undefined> {
+  if (!username) {
+    return undefined;
+  }
+  const branchName = await execAsync('git rev-parse --abbrev-ref HEAD');
+  if (!branchName) {
+    return undefined;
+  }
+  const forkHead = `${username}:${branchName}`;
+  return getPrNumberFromHead(forkHead);
+}
+
+async function getPrNumberFromHead(
+  head: string,
+): Promise<{ number: number; title: string } | undefined> {
+  try {
+    // head is a weird query parameter in this API call. If nothing matches, it
+    // will return as if the head query parameter doesn't exist. To get around
+    // this, we make the page size 2 and only return the number if the length.
+    const resp = await fetch(
+      'https://api.github.com/repos/actualbudget/actual/pulls?state=open&per_page=2&head=' +
+        head,
+    );
+    if (!resp.ok) {
+      console.warn('error fetching from github pulls api:', resp.status);
+      return undefined;
+    }
+    const ghResponse = await resp.json();
+    if (ghResponse?.length === 1) {
+      return ghResponse[0];
+    } else {
+      return undefined;
+    }
+  } catch (e) {
+    console.warn('error fetching from github pulls api:', e);
+  }
+}
+
+async function getNextPrNumber(): Promise<number> {
+  try {
+    const resp = await fetch(
+      'https://api.github.com/repos/actualbudget/actual/issues?state=all&per_page=1',
+    );
+    if (!resp.ok) {
+      throw new Error(`API responded with status: ${resp.status}`);
+    }
+    const ghResponse = await resp.json();
+    const latestPrNumber = ghResponse?.[0]?.number;
+    if (!latestPrNumber) {
+      console.error(
+        'Could not find latest issue number in GitHub API response',
+        ghResponse,
+      );
+      exit(1);
+    }
+    return latestPrNumber + 1;
+  } catch (error) {
+    console.error('Failed to fetch next PR number:', error);
+    exit(1);
+  }
+}
+
+function getFileContents(type: string, username: string, summary: string) {
+  return `---
+category: ${type}
+authors: [${username}]
+---
+
+${summary}
+`;
+}
+
+// simple exec that fails silently and returns an empty string on failure
+async function execAsync(cmd: string, errorLog?: string): Promise<string> {
+  return new Promise<string>(res => {
+    exec(cmd, (error, stdout) => {
+      if (error) {
+        console.log(errorLog);
+        res('');
+      } else {
+        res(stdout.trim());
+      }
+    });
+  });
+}
+
+run();

bin/run-vrt

@@ -0,0 +1,32 @@
+#!/bin/sh
+
+# See here for more information: https://github.com/actualbudget/actual/tree/master/packages/desktop-client#visual-regression
+
+if [ ! -d "node_modules" ] || [ "$(ls -A node_modules)" = "" ]; then
+    yarn
+fi
+
+E2E_START_URL="${E2E_START_URL:-https://localhost:3001}"
+VRT_ARGS=""
+
+# Loop through all arguments
+while [ $# -gt 0 ]; do
+    key="$1"
+    case $key in
+        --e2e-start-url)
+            E2E_START_URL="$2"
+            shift
+            ;;
+        *)
+            VRT_ARGS="$VRT_ARGS $1"
+            ;;
+    esac
+    shift
+done
+
+echo "Running VRT tests with the following parameters:"
+echo "E2E_START_URL: $E2E_START_URL"
+echo "VRT_ARGS: $VRT_ARGS"
+
+MSYS_NO_PATHCONV=1 docker run --rm --network host -v "$(pwd)":/work/ -w /work/ -it mcr.microsoft.com/playwright:v1.52.0-jammy /bin/bash \
+  -c "E2E_START_URL=$E2E_START_URL yarn vrt $VRT_ARGS"

docker-compose.yml

@@ -0,0 +1,17 @@
+###################################################
+# This creates and stands up the development
+# docker container. Depends on the Dockerfile and
+# docker-start.sh files.
+###################################################
+
+services:
+  actual-development:
+    build: .
+    image: actual-development
+    environment:
+      - HTTPS
+    ports:
+      - '3001:3001'
+    volumes:
+      - '.:/app'
+    restart: 'no'

eslint.config.mjs

@@ -0,0 +1,801 @@
+import globals from 'globals';
+
+import pluginImport from 'eslint-plugin-import';
+import pluginJSXA11y from 'eslint-plugin-jsx-a11y';
+import pluginReact from 'eslint-plugin-react';
+import pluginReactHooks from 'eslint-plugin-react-hooks';
+import pluginTypescript from 'typescript-eslint';
+import pluginTypescriptPaths from 'eslint-plugin-typescript-paths';
+import pluginActual from './packages/eslint-plugin-actual/lib/index.js';
+
+import tsParser from '@typescript-eslint/parser';
+
+const confusingBrowserGlobals = [
+  // https://github.com/facebook/create-react-app/tree/main/packages/confusing-browser-globals
+  'addEventListener',
+  'blur',
+  'close',
+  'closed',
+  'confirm',
+  'defaultStatus',
+  'defaultstatus',
+  'event',
+  'external',
+  'find',
+  'focus',
+  'frameElement',
+  'frames',
+  'history',
+  'innerHeight',
+  'innerWidth',
+  'length',
+  'location',
+  'locationbar',
+  'menubar',
+  'moveBy',
+  'moveTo',
+  'name',
+  'onblur',
+  'onerror',
+  'onfocus',
+  'onload',
+  'onresize',
+  'onunload',
+  'open',
+  'opener',
+  'opera',
+  'outerHeight',
+  'outerWidth',
+  'pageXOffset',
+  'pageYOffset',
+  'parent',
+  'print',
+  'removeEventListener',
+  'resizeBy',
+  'resizeTo',
+  'screen',
+  'screenLeft',
+  'screenTop',
+  'screenX',
+  'screenY',
+  'scroll',
+  'scrollbars',
+  'scrollBy',
+  'scrollTo',
+  'scrollX',
+  'scrollY',
+  'status',
+  'statusbar',
+  'stop',
+  'toolbar',
+  'top',
+];
+
+export default pluginTypescript.config(
+  {
+    ignores: [
+      'packages/api/app/bundle.api.js',
+      'packages/api/app/stats.json',
+      'packages/api/dist',
+      'packages/api/@types',
+      'packages/api/migrations',
+      'packages/crdt/dist',
+      'packages/component-library/src/icons/**/*',
+      'packages/desktop-client/bundle.browser.js',
+      'packages/desktop-client/build/',
+      'packages/desktop-client/build-electron/',
+      'packages/desktop-client/build-stats/',
+      'packages/desktop-client/public/kcab/',
+      'packages/desktop-client/public/data/',
+      'packages/desktop-client/**/node_modules/*',
+      'packages/desktop-client/node_modules/',
+      'packages/desktop-client/test-results/',
+      'packages/desktop-client/playwright-report/',
+      'packages/desktop-electron/client-build/',
+      'packages/desktop-electron/build/',
+      'packages/desktop-electron/dist/',
+      'packages/loot-core/**/node_modules/*',
+      'packages/loot-core/**/lib-dist/*',
+      'packages/loot-core/**/proto/*',
+      'packages/sync-server/build/',
+      '.yarn/*',
+      '.github/*',
+    ],
+  },
+  {
+    // Temporary until the sync-server is migrated to TypeScript
+    files: [
+      'packages/sync-server/**/*.spec.{js,jsx}',
+      'packages/sync-server/**/*.test.{js,jsx}',
+    ],
+    languageOptions: {
+      globals: {
+        vi: true,
+        describe: true,
+        expect: true,
+        it: true,
+        beforeAll: true,
+        beforeEach: true,
+        afterAll: true,
+        afterEach: true,
+        test: true,
+      },
+    },
+  },
+  {
+    linterOptions: {
+      reportUnusedDisableDirectives: true,
+    },
+    languageOptions: {
+      globals: {
+        ...globals.browser,
+        ...globals.commonjs,
+        ...globals.node,
+        globalThis: false,
+        vi: true,
+      },
+    },
+    settings: {
+      react: {
+        version: 'detect',
+      },
+
+      'import/resolver': {
+        typescript: {
+          alwaysTryTypes: true,
+        },
+      },
+    },
+  },
+  pluginReact.configs.flat.recommended,
+  pluginReact.configs.flat['jsx-runtime'],
+  pluginTypescript.configs.recommended,
+  pluginImport.flatConfigs.recommended,
+  {
+    plugins: {
+      actual: pluginActual,
+      'react-hooks': pluginReactHooks,
+      'jsx-a11y': pluginJSXA11y,
+      'typescript-paths': pluginTypescriptPaths,
+    },
+    rules: {
+      'actual/no-untranslated-strings': 'error',
+      'actual/prefer-trans-over-t': 'error',
+    },
+  },
+  {
+    files: ['**/*.{js,ts,jsx,tsx}'],
+    rules: {
+      // http://eslint.org/docs/rules/
+      'array-callback-return': 'warn',
+
+      'default-case': [
+        'warn',
+        {
+          commentPattern: '^no default$',
+        },
+      ],
+
+      curly: ['warn', 'multi-line', 'consistent'],
+      'dot-location': ['warn', 'property'],
+      eqeqeq: ['warn', 'smart'],
+      'new-parens': 'warn',
+      'no-array-constructor': 'warn',
+      'no-caller': 'warn',
+      'no-cond-assign': ['warn', 'except-parens'],
+      'no-const-assign': 'warn',
+      'no-control-regex': 'warn',
+      'no-delete-var': 'warn',
+      'no-dupe-args': 'warn',
+      'no-dupe-class-members': 'warn',
+      'no-dupe-keys': 'warn',
+      'no-duplicate-case': 'warn',
+      'no-empty-character-class': 'warn',
+      'no-empty-pattern': 'warn',
+      'no-eval': 'warn',
+      'no-ex-assign': 'warn',
+      'no-extend-native': 'warn',
+      'no-extra-bind': 'warn',
+      'no-extra-label': 'warn',
+      'no-fallthrough': 'warn',
+      'no-func-assign': 'warn',
+      'no-implied-eval': 'warn',
+      'no-invalid-regexp': 'warn',
+      'no-iterator': 'warn',
+      'no-label-var': 'warn',
+
+      'no-labels': [
+        'warn',
+        {
+          allowLoop: true,
+          allowSwitch: false,
+        },
+      ],
+
+      'no-lone-blocks': 'warn',
+
+      'no-mixed-operators': [
+        'warn',
+        {
+          groups: [
+            ['&', '|', '^', '~', '<<', '>>', '>>>'],
+            ['==', '!=', '===', '!==', '>', '>=', '<', '<='],
+            ['&&', '||'],
+            ['in', 'instanceof'],
+          ],
+
+          allowSamePrecedence: false,
+        },
+      ],
+
+      'no-multi-str': 'warn',
+      'no-global-assign': 'warn',
+      'no-unsafe-negation': 'warn',
+      'no-new-func': 'warn',
+      'no-new-object': 'warn',
+      'no-new-symbol': 'warn',
+      'no-new-wrappers': 'warn',
+      'no-obj-calls': 'warn',
+      'no-octal': 'warn',
+      'no-octal-escape': 'warn',
+      'no-redeclare': 'warn',
+      'no-regex-spaces': 'warn',
+      'no-script-url': 'warn',
+      'no-self-assign': 'warn',
+      'no-self-compare': 'warn',
+      'no-sequences': 'warn',
+      'no-shadow-restricted-names': 'warn',
+      'no-sparse-arrays': 'warn',
+      'no-template-curly-in-string': 'warn',
+      'no-this-before-super': 'warn',
+      'no-throw-literal': 'warn',
+      'no-undef': 'error',
+      'no-unreachable': 'warn',
+
+      'no-unused-expressions': [
+        'error',
+        {
+          allowShortCircuit: true,
+          allowTernary: true,
+          allowTaggedTemplates: true,
+        },
+      ],
+
+      'no-unused-labels': 'warn',
+
+      'no-use-before-define': [
+        'warn',
+        {
+          functions: false,
+          classes: false,
+          variables: false,
+        },
+      ],
+
+      'no-useless-computed-key': 'warn',
+      'no-useless-concat': 'warn',
+      'no-useless-constructor': 'warn',
+      'no-useless-escape': 'warn',
+
+      'no-useless-rename': [
+        'warn',
+        {
+          ignoreDestructuring: false,
+          ignoreImport: false,
+          ignoreExport: false,
+        },
+      ],
+
+      'no-with': 'warn',
+      'no-whitespace-before-property': 'warn',
+
+      'require-yield': 'warn',
+      'rest-spread-spacing': ['warn', 'never'],
+      strict: ['warn', 'never'],
+      'unicode-bom': ['warn', 'never'],
+      'use-isnan': 'warn',
+      'valid-typeof': 'warn',
+
+      'no-restricted-properties': [
+        'error',
+        {
+          object: 'require',
+          property: 'ensure',
+          message:
+            'Please use import() instead. More info: https://facebook.github.io/create-react-app/docs/code-splitting',
+        },
+        {
+          object: 'System',
+          property: 'import',
+          message:
+            'Please use import() instead. More info: https://facebook.github.io/create-react-app/docs/code-splitting',
+        },
+      ],
+
+      'getter-return': 'warn',
+
+      // https://github.com/benmosher/eslint-plugin-import/tree/master/docs/rules
+      'import/first': 'error',
+      'import/no-amd': 'error',
+      'import/no-anonymous-default-export': 'warn',
+      'import/no-webpack-loader-syntax': 'error',
+      'import/extensions': [
+        'warn',
+        'never',
+        {
+          json: 'always',
+        },
+      ],
+      'import/no-useless-path-segments': 'warn',
+      'import/no-duplicates': [
+        'warn',
+        {
+          'prefer-inline': true,
+        },
+      ],
+      'import/order': [
+        'warn',
+        {
+          alphabetize: {
+            caseInsensitive: true,
+            order: 'asc',
+          },
+
+          groups: ['builtin', 'external', 'parent', 'sibling', 'index'],
+          'newlines-between': 'always',
+
+          pathGroups: [
+            {
+              // Enforce that React (and react-related packages) is the first import
+              group: 'builtin',
+              pattern: 'react?(-*)',
+              position: 'before',
+            },
+            {
+              // Separate imports from Actual from "real" external imports
+              group: 'external',
+              pattern: 'loot-{core,design}/**/*',
+              position: 'after',
+            },
+          ],
+
+          pathGroupsExcludedImportTypes: ['react'],
+        },
+      ],
+
+      // https://github.com/yannickcr/eslint-plugin-react/tree/master/docs/rules
+      'react/forbid-foreign-prop-types': [
+        'warn',
+        {
+          allowInPropTypes: true,
+        },
+      ],
+      'react/jsx-no-comment-textnodes': 'warn',
+      'react/jsx-no-duplicate-props': 'warn',
+      'react/jsx-no-target-blank': 'warn',
+      'react/jsx-no-undef': 'error',
+      'react/jsx-pascal-case': [
+        'warn',
+        {
+          allowAllCaps: true,
+          ignore: [],
+        },
+      ],
+      'react/no-danger-with-children': 'warn',
+      // Disabled because of undesirable warnings
+      // See https://github.com/facebook/create-react-app/issues/5204 for
+      // blockers until its re-enabled
+      // 'react/no-deprecated': 'warn',
+      'react/no-direct-mutation-state': 'warn',
+      'react/no-is-mounted': 'warn',
+      'react/no-typos': 'error',
+      'react/require-render-return': 'error',
+      'react/style-prop-object': 'warn',
+      'react/jsx-no-useless-fragment': 'warn',
+      'react/self-closing-comp': 'warn',
+      'react/jsx-filename-extension': [
+        'warn',
+        {
+          extensions: ['.jsx', '.tsx'],
+          allow: 'as-needed',
+        },
+      ],
+      'react/no-unstable-nested-components': [
+        'warn',
+        {
+          allowAsProps: true,
+          customValidators: ['formatter'],
+        },
+      ],
+      // Don't need this as we're using TypeScript
+      'react/prop-types': 'off',
+
+      // https://github.com/evcohen/eslint-plugin-jsx-a11y/tree/master/docs/rules
+      'jsx-a11y/alt-text': 'warn',
+      'jsx-a11y/anchor-has-content': 'warn',
+      'jsx-a11y/anchor-is-valid': [
+        'warn',
+        {
+          aspects: ['noHref', 'invalidHref'],
+        },
+      ],
+      'jsx-a11y/aria-activedescendant-has-tabindex': 'warn',
+      'jsx-a11y/aria-props': 'warn',
+      'jsx-a11y/aria-proptypes': 'warn',
+      'jsx-a11y/aria-role': [
+        'warn',
+        {
+          ignoreNonDOM: true,
+        },
+      ],
+      'jsx-a11y/aria-unsupported-elements': 'warn',
+      'jsx-a11y/heading-has-content': 'warn',
+      'jsx-a11y/iframe-has-title': 'warn',
+      'jsx-a11y/img-redundant-alt': 'warn',
+      'jsx-a11y/no-access-key': 'warn',
+      'jsx-a11y/no-distracting-elements': 'warn',
+      'jsx-a11y/no-redundant-roles': 'warn',
+      'jsx-a11y/role-has-required-aria-props': 'warn',
+      'jsx-a11y/role-supports-aria-props': 'warn',
+      'jsx-a11y/scope': 'warn',
+
+      // https://github.com/facebook/react/tree/main/packages/eslint-plugin-react-hooks
+      'react-hooks/rules-of-hooks': 'error',
+      'react-hooks/exhaustive-deps': [
+        'warn',
+        {
+          additionalHooks: '(useQuery)',
+        },
+      ],
+
+      'actual/typography': 'warn',
+      'actual/prefer-if-statement': 'warn',
+
+      // Note: base rule explicitly disabled in favor of the TS one
+      'no-unused-vars': 'off',
+      '@typescript-eslint/no-unused-vars': [
+        'warn',
+        {
+          varsIgnorePattern: '^(_|React)',
+          ignoreRestSiblings: true,
+          caughtErrors: 'none',
+        },
+      ],
+
+      'no-restricted-globals': ['warn', ...confusingBrowserGlobals],
+
+      // https://github.com/eslint/eslint/issues/16954
+      // https://github.com/eslint/eslint/issues/16953
+      'no-loop-func': 'off',
+
+      // TODO: re-enable these rules
+      'react/react-in-jsx-scope': 'off',
+      'no-var': 'warn',
+      'react/jsx-curly-brace-presence': 'warn',
+      'object-shorthand': ['warn', 'properties'],
+
+      'no-restricted-syntax': [
+        'warn',
+        {
+          // forbid React.* as they are legacy https://twitter.com/dan_abramov/status/1308739731551858689
+          selector:
+            ":matches(MemberExpression[object.name='React'], TSQualifiedName[left.name='React'])",
+          message:
+            'Using default React import is discouraged, please use named exports directly instead.',
+        },
+        {
+          // forbid <a> in favor of <Link>
+          selector: 'JSXOpeningElement[name.name="a"]',
+          message: 'Using <a> is discouraged, please use <Link> instead.',
+        },
+      ],
+
+      'no-restricted-imports': [
+        'warn',
+        {
+          paths: [
+            {
+              name: 'react-router',
+              importNames: ['useNavigate'],
+              message:
+                "Please import Actual's useNavigate() hook from `src/hooks` instead.",
+            },
+            {
+              name: 'react-redux',
+              importNames: ['useDispatch'],
+              message:
+                "Please import Actual's useDispatch() hook from `src/redux` instead.",
+            },
+            {
+              name: 'react-redux',
+              importNames: ['useSelector'],
+              message:
+                "Please import Actual's useSelector() hook from `src/redux` instead.",
+            },
+            {
+              name: 'react-redux',
+              importNames: ['useStore'],
+              message:
+                "Please import Actual's useStore() hook from `src/redux` instead.",
+            },
+          ],
+          patterns: [
+            {
+              group: ['*.api', '*.web', '*.electron'],
+              message: "Don't directly reference imports from other platforms",
+            },
+            {
+              group: ['uuid'],
+              importNames: ['*'],
+              message: "Use `import { v4 as uuidv4 } from 'uuid'` instead",
+            },
+            {
+              group: ['**/style', '**/colors'],
+              importNames: ['colors'],
+              message: 'Please use themes instead of colors',
+            },
+            {
+              group: ['@actual-app/web/*'],
+              message: 'Please do not import `@actual-app/web` in `loot-core`',
+            },
+          ],
+        },
+      ],
+
+      '@typescript-eslint/ban-ts-comment': [
+        'error',
+        {
+          'ts-ignore': 'allow-with-description',
+        },
+      ],
+
+      // Rules disabled during TS migration
+      '@typescript-eslint/no-var-requires': 'off',
+      'prefer-const': 'warn',
+      'prefer-spread': 'off',
+      '@typescript-eslint/no-empty-function': 'off',
+      '@typescript-eslint/no-require-imports': 'off',
+      'import/no-default-export': 'warn',
+    },
+  },
+  {
+    files: ['**/*.{ts,tsx}'],
+
+    languageOptions: {
+      parser: tsParser,
+      ecmaVersion: 2018,
+      sourceType: 'module',
+
+      parserOptions: {
+        projectService: true,
+        ecmaFeatures: {
+          jsx: true,
+        },
+
+        // typescript-eslint specific options
+        warnOnUnsupportedTypeScriptVersion: true,
+      },
+    },
+
+    // If adding a typescript-eslint version of an existing ESLint rule,
+    // make sure to disable the ESLint rule here.
+    rules: {
+      // TypeScript's `noFallthroughCasesInSwitch` option is more robust (#6906)
+      'default-case': 'off',
+      // 'tsc' already handles this (https://github.com/typescript-eslint/typescript-eslint/issues/291)
+      'no-dupe-class-members': 'off',
+      // 'tsc' already handles this (https://github.com/typescript-eslint/typescript-eslint/issues/477)
+      'no-undef': 'off',
+
+      // TypeScript already handles these (https://typescript-eslint.io/troubleshooting/typed-linting/performance/#eslint-plugin-import)
+      'import/named': 'off',
+      'import/namespace': 'off',
+      'import/default': 'off',
+      'import/no-named-as-default-member': 'off',
+      'import/no-unresolved': 'off',
+
+      // Add TypeScript specific rules (and turn off ESLint equivalents)
+      '@typescript-eslint/consistent-type-assertions': 'warn',
+      'no-array-constructor': 'off',
+      '@typescript-eslint/no-array-constructor': 'warn',
+      'no-redeclare': 'off',
+      '@typescript-eslint/no-redeclare': 'warn',
+      'no-use-before-define': 'off',
+
+      '@typescript-eslint/no-use-before-define': [
+        'warn',
+        {
+          functions: false,
+          classes: false,
+          variables: false,
+          typedefs: false,
+        },
+      ],
+
+      'no-unused-expressions': 'off',
+
+      '@typescript-eslint/no-unused-expressions': [
+        'error',
+        {
+          allowShortCircuit: true,
+          allowTernary: true,
+          allowTaggedTemplates: true,
+        },
+      ],
+
+      'no-useless-constructor': 'off',
+      '@typescript-eslint/no-useless-constructor': 'warn',
+    },
+  },
+  {
+    files: ['packages/desktop-client/**/*.{js,ts,jsx,tsx}'],
+    rules: {
+      'typescript-paths/absolute-parent-import': [
+        'error',
+        { preferPathOverBaseUrl: true },
+      ],
+      'typescript-paths/absolute-import': ['error', { enableAlias: false }],
+    },
+  },
+  {
+    files: [
+      'packages/desktop-client/**/*.{ts,tsx}',
+      'packages/loot-core/src/client/**/*.{ts,tsx}',
+    ],
+    rules: {
+      // enforce import type
+      '@typescript-eslint/consistent-type-imports': [
+        'warn',
+        {
+          prefer: 'type-imports',
+          fixStyle: 'inline-type-imports',
+        },
+      ],
+
+      '@typescript-eslint/no-restricted-types': [
+        'warn',
+        {
+          types: {
+            // forbid FC as superflous
+            FunctionComponent: {
+              message:
+                'Type the props argument and let TS infer or use ComponentType for a component prop',
+            },
+
+            FC: {
+              message:
+                'Type the props argument and let TS infer or use ComponentType for a component prop',
+            },
+          },
+        },
+      ],
+    },
+  },
+  {
+    files: [
+      'packages/loot-core/src/types/**/*',
+      'packages/loot-core/src/client/state-types/**/*',
+      '**/icons/**/*',
+      '**/{mocks,__mocks__}/**/*',
+      // can't correctly resolve usages
+      '**/*.{testing,electron,browser,web,api}.ts',
+    ],
+
+    rules: {
+      'import/no-unused-modules': 'off',
+    },
+  },
+  {
+    files: ['packages/api/migrations/*', 'packages/loot-core/migrations/*'],
+
+    rules: {
+      'import/no-default-export': 'off',
+    },
+  },
+  {
+    files: ['packages/api/index.ts'],
+    rules: {
+      'import/no-unresolved': 'off',
+    },
+  },
+
+  // Allow configuring vitest with default exports (recommended as per vitest docs)
+  {
+    files: ['**/vitest.config.ts', '**/vitest.web.config.ts'],
+    rules: {
+      'import/no-anonymous-default-export': 'off',
+      '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/budget/BudgetCategories.jsx',
+      'packages/desktop-client/src/components/budget/BudgetSummaries.tsx',
+      'packages/desktop-client/src/components/budget/DynamicBudgetTable.tsx',
+      'packages/desktop-client/src/components/budget/index.tsx',
+      'packages/desktop-client/src/components/budget/MobileBudget.tsx',
+      'packages/desktop-client/src/components/budget/envelope/HoldMenu.tsx',
+      'packages/desktop-client/src/components/budget/envelope/TransferMenu.tsx',
+      'packages/component-library/src/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',
+    ],
+
+    rules: {
+      'react-hooks/exhaustive-deps': 'off',
+    },
+  },
+  {
+    files: [
+      'eslint.config.mjs',
+      '**/*.test.js',
+      '**/*.test.ts',
+      '**/*.test.jsx',
+      '**/*.test.tsx',
+      '**/*.spec.js',
+    ],
+
+    rules: {
+      'actual/typography': 'off',
+      'actual/no-untranslated-strings': 'off',
+    },
+  },
+  {
+    files: [
+      'packages/desktop-client/**/*.{ts,tsx}',
+      'packages/loot-core/src/client/**/*.{ts,tsx}',
+    ],
+    ignores: ['**/**/globals.d.ts'],
+    rules: {
+      // enforce type over interface
+      '@typescript-eslint/consistent-type-definitions': ['warn', 'type'],
+    },
+  },
+  {
+    files: ['packages/sync-server/**/*'],
+    // TODO: fix the issues in these files
+    rules: {
+      'import/extensions': 'off',
+      'actual/typography': 'off',
+    },
+  },
+  {
+    files: ['packages/sync-server/src/app-gocardless/banks/*.js'],
+    rules: {
+      'import/no-anonymous-default-export': 'off',
+      'import/no-default-export': 'off',
+    },
+  },
+);

package.json

@@ -18,38 +18,87 @@
     ]
   },
   "scripts": {
-    "start": "npm-run-all --parallel 'start:desktop-*'",
+    "start": "yarn start:browser",
+    "start:server": "yarn workspace @actual-app/sync-server start",
+    "start:server-monitor": "yarn workspace @actual-app/sync-server start-monitor",
+    "start:server-dev": "NODE_ENV=development BROWSER_OPEN=localhost:5006 yarn npm-run-all --parallel 'start:server-monitor' 'start'",
+    "start:desktop": "yarn desktop-dependencies && npm-run-all --parallel 'start:desktop-*'",
+    "desktop-dependencies": "yarn rebuild-electron && yarn workspace loot-core build:browser",
     "start:desktop-node": "yarn workspace loot-core watch:node",
     "start:desktop-client": "yarn workspace @actual-app/web watch",
-    "start:desktop-electron": "yarn workspace Actual watch",
+    "start:desktop-server-client": "yarn workspace @actual-app/web build:browser",
+    "start:desktop-electron": "yarn workspace desktop-electron watch",
     "start:browser": "npm-run-all --parallel 'start:browser-*'",
     "start:browser-backend": "yarn workspace loot-core watch:browser",
     "start:browser-frontend": "yarn workspace @actual-app/web start:browser",
-    "test": "yarn workspaces foreach --parallel --verbose run test",
-    "test:debug": "yarn workspaces foreach --verbose run test",
-    "e2e": "yarn workspaces foreach --parallel --verbose run e2e",
+    "build:server": "yarn build:browser && yarn workspace @actual-app/sync-server build",
+    "build:browser": "./bin/package-browser",
+    "build:desktop": "./bin/package-electron",
+    "build:api": "yarn workspace @actual-app/api build",
+    "generate:i18n": "yarn workspace @actual-app/web generate:i18n",
+    "generate:release-notes": "ts-node ./bin/release-note-generator.ts",
+    "test": "yarn workspaces foreach --all --parallel --verbose run test",
+    "test:debug": "yarn workspaces foreach --all --verbose run test",
+    "e2e": "yarn workspaces foreach --all --exclude desktop-electron --parallel --verbose run e2e",
+    "e2e:desktop": "yarn build:desktop --skip-exe-build && yarn workspace desktop-electron 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": "yarn workspaces foreach --verbose run lint --max-warnings 0",
-    "postinstall": "rm -rf ./packages/loot-design/node_modules/react && rm -rf ./node_modules/react-native && patch-package"
+    "lint": "prettier --check . && eslint . --max-warnings 0",
+    "lint:fix": "prettier --check --write . && eslint . --max-warnings 0 --fix",
+    "install:server": "yarn workspaces focus @actual-app/sync-server --production",
+    "typecheck": "yarn tsc --incremental && tsc-strict",
+    "jq": "./node_modules/node-jq/bin/jq",
+    "prepare": "husky"
   },
   "devDependencies": {
-    "cross-env": "^5.1.5",
-    "husky": "^3.0.4",
-    "npm-run-all": "^4.1.3",
-    "patch-package": "^6.1.2",
-    "prettier": "2.8.2",
-    "pretty-quick": "^1.11.1",
-    "react-refresh": "^0.14.0",
-    "shelljs": "^0.8.2",
-    "source-map-support": "^0.5.21"
+    "@octokit/rest": "^22.0.0",
+    "@types/node": "^22.17.0",
+    "@types/prompts": "^2.4.9",
+    "@typescript-eslint/parser": "^8.32.1",
+    "cross-env": "^7.0.3",
+    "eslint": "^9.27.0",
+    "eslint-config-prettier": "^10.1.5",
+    "eslint-import-resolver-typescript": "^4.3.5",
+    "eslint-plugin-import": "^2.31.0",
+    "eslint-plugin-jsx-a11y": "^6.10.2",
+    "eslint-plugin-react": "^7.37.5",
+    "eslint-plugin-react-hooks": "^5.2.0",
+    "eslint-plugin-typescript-paths": "^0.0.33",
+    "globals": "^15.15.0",
+    "html-to-image": "^1.11.13",
+    "husky": "^9.1.7",
+    "lint-staged": "^15.5.2",
+    "minimatch": "^10.0.3",
+    "node-jq": "^6.0.1",
+    "npm-run-all": "^4.1.5",
+    "p-limit": "^6.2.0",
+    "prettier": "^3.5.3",
+    "prompts": "^2.4.2",
+    "source-map-support": "^0.5.21",
+    "ts-node": "^10.9.2",
+    "typescript": "^5.9.2",
+    "typescript-eslint": "^8.32.1",
+    "typescript-strict-plugin": "^2.4.4"
   },
   "resolutions": {
-    "@babel/preset-env": "^7.15.1",
-    "@babel/core": "^7.15.1",
-    "@babel/runtime": "^7.15.1",
-    "@babel/helper-plugin-utils": "^7.14.5",
-    "react-error-overlay": "6.0.9"
+    "rollup": "4.40.1",
+    "socks": ">=2.8.3"
   },
-  "packageManager": "yarn@3.2.0"
+  "engines": {
+    "node": ">=20",
+    "yarn": "^4.9.1"
+  },
+  "lint-staged": {
+    "*.{js,mjs,jsx,ts,tsx,md,json,yml}": [
+      "eslint --fix",
+      "prettier --write"
+    ]
+  },
+  "packageManager": "yarn@4.9.1",
+  "browserslist": [
+    "electron 24.0",
+    "defaults"
+  ]
 }

packages/api/.gitignore

@@ -1 +1,5 @@
 app/bundle.api.js*
+app/stats.json
+migrations
+default-db.sqlite
+mocks/budgets/**/*

packages/api/README.md

@@ -2,4 +2,4 @@
 npm install @actual-app/api
 ```
 
-View docs here: https://actualbudget.github.io/docs/Developers/using-the-API
+View docs here: https://actualbudget.org/docs/api/

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

@@ -0,0 +1,21 @@
+// Vitest Snapshot v1, https://vitest.dev/guide/snapshot.html
+
+exports[`API setup and teardown > successfully loads budget 1`] = `
+[
+  "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

@@ -11,24 +11,24 @@ class Query {
       validateRefs: true,
       limit: null,
       offset: null,
-      ...state
+      ...state,
     };
   }
 
   filter(expr) {
     return new Query({
       ...this.state,
-      filterExpressions: [...this.state.filterExpressions, expr]
+      filterExpressions: [...this.state.filterExpressions, expr],
     });
   }
 
   unfilter(exprs) {
-    let exprSet = new Set(exprs);
+    const exprSet = new Set(exprs);
     return new Query({
       ...this.state,
       filterExpressions: this.state.filterExpressions.filter(
-        expr => !exprSet.has(Object.keys(expr)[0])
-      )
+        expr => !exprSet.has(Object.keys(expr)[0]),
+      ),
     });
   }
 
@@ -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;
   }
@@ -55,7 +55,7 @@ class Query {
 
     return new Query({
       ...this.state,
-      groupExpressions: [...this.state.groupExpressions, ...exprs]
+      groupExpressions: [...this.state.groupExpressions, ...exprs],
     });
   }
 
@@ -66,7 +66,7 @@ class Query {
 
     return new Query({
       ...this.state,
-      orderExpressions: [...this.state.orderExpressions, ...exprs]
+      orderExpressions: [...this.state.orderExpressions, ...exprs],
     });
   }
 
@@ -99,24 +99,6 @@ class Query {
   }
 }
 
-function getPrimaryOrderBy(query, defaultOrderBy) {
-  let orderExprs = query.serialize().orderExpressions;
-  if (orderExprs.length === 0) {
-    if (defaultOrderBy) {
-      return { order: 'asc', ...defaultOrderBy };
-    }
-    return null;
-  }
-
-  let firstOrder = orderExprs[0];
-  if (typeof firstOrder === 'string') {
-    return { field: firstOrder, order: 'asc' };
-  }
-  // Handle this form: { field: 'desc' }
-  let [field] = Object.keys(firstOrder);
-  return { field, order: firstOrder[field] };
-}
-
-module.exports = function q(table) {
+export function q(table) {
   return new Query({ table });
-};
+}

packages/api/index.js

@@ -1,34 +0,0 @@
-let bundle = require('./app/bundle.api.js');
-let injected = require('./injected');
-let methods = require('./methods');
-let utils = require('./utils');
-let actualApp;
-
-async function init({ budgetId, config } = {}) {
-  if (actualApp) {
-    return;
-  }
-
-  global.fetch = require('node-fetch');
-
-  await bundle.init({ budgetId, config });
-  actualApp = bundle.lib;
-
-  injected.send = bundle.lib.send;
-  return bundle.lib;
-}
-
-async function shutdown() {
-  if (actualApp) {
-    await actualApp.send('close-budget');
-    actualApp = null;
-  }
-}
-
-module.exports = {
-  init,
-  shutdown,
-  utils,
-  internal: bundle.lib,
-  ...methods
-};

packages/api/index.ts

@@ -0,0 +1,49 @@
+import type {
+  RequestInfo as FetchInfo,
+  RequestInit as FetchInit,
+} from 'node-fetch';
+
+// 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;
+
+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/injected.js

@@ -1,5 +1,7 @@
 // TODO: comment on why it works this way
 
-let send;
+export let send;
 
-module.exports = { send };
+export function override(sendImplementation) {
+  send = sendImplementation;
+}

packages/api/methods.js

@@ -1,211 +0,0 @@
-const q = require('./app/query');
-const injected = require('./injected');
-
-function send(name, args) {
-  return injected.send(name, args);
-}
-
-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');
-}
-
-async function loadBudget(budgetId) {
-  return send('api/load-budget', { id: budgetId });
-}
-
-async function batchBudgetUpdates(func) {
-  await send('api/batch-budget-start');
-  try {
-    await func();
-  } finally {
-    await send('api/batch-budget-end');
-  }
-}
-
-function runQuery(query) {
-  return send('api/query', { query: query.serialize() });
-}
-
-function getBudgetMonths() {
-  return send('api/budget-months');
-}
-
-function getBudgetMonth(month) {
-  return send('api/budget-month', { month });
-}
-
-function setBudgetAmount(month, categoryId, value) {
-  return send('api/budget-set-amount', { month, categoryId, amount: value });
-}
-
-function setBudgetCarryover(month, categoryId, flag) {
-  return send('api/budget-set-carryover', { month, categoryId, flag });
-}
-
-function addTransactions(accountId, transactions) {
-  return send('api/transactions-add', { accountId, transactions });
-}
-
-function importTransactions(accountId, transactions) {
-  return send('api/transactions-import', { accountId, transactions });
-}
-
-function getTransactions(accountId, startDate, endDate) {
-  return send('api/transactions-get', { accountId, startDate, endDate });
-}
-
-function filterTransactions(accountId, text) {
-  return send('api/transactions-filter', { accountId, text });
-}
-
-function updateTransaction(id, fields) {
-  return send('api/transaction-update', { id, fields });
-}
-
-function deleteTransaction(id) {
-  return send('api/transaction-delete', { id });
-}
-
-function getAccounts() {
-  return send('api/accounts-get');
-}
-
-function createAccount(account, initialBalance) {
-  return send('api/account-create', { account, initialBalance });
-}
-
-function updateAccount(id, fields) {
-  return send('api/account-update', { id, fields });
-}
-
-function closeAccount(id, transferAccountId, transferCategoryId) {
-  return send('api/account-close', {
-    id,
-    transferAccountId,
-    transferCategoryId
-  });
-}
-
-function reopenAccount(id) {
-  return send('api/account-reopen', { id });
-}
-
-function deleteAccount(id) {
-  return send('api/account-delete', { id });
-}
-
-function getCategoryGroups() {
-  return send('api/categories-get', { grouped: true });
-}
-
-function createCategoryGroup(group) {
-  return send('api/category-group-create', { group });
-}
-
-function updateCategoryGroup(id, fields) {
-  return send('api/category-group-update', { id, fields });
-}
-
-function deleteCategoryGroup(id, transferCategoryId) {
-  return send('api/category-group-delete', { id, transferCategoryId });
-}
-
-function getCategories() {
-  return send('api/categories-get', { grouped: false });
-}
-
-function createCategory(category) {
-  return send('api/category-create', { category });
-}
-
-function updateCategory(id, fields) {
-  return send('api/category-update', { id, fields });
-}
-
-function deleteCategory(id, transferCategoryId) {
-  return send('api/category-delete', { id, transferCategoryId });
-}
-
-function getPayees() {
-  return send('api/payees-get');
-}
-
-function createPayee(payee) {
-  return send('api/payee-create', { payee });
-}
-
-function updatePayee(id, fields) {
-  return send('api/payee-update', { id, fields });
-}
-
-function deletePayee(id) {
-  return send('api/payee-delete', { id });
-}
-
-function getPayeeRules(payeeId) {
-  return send('api/payee-rules-get', { payeeId });
-}
-
-function createPayeeRule(payeeId, rule) {
-  return send('api/payee-rule-create', { payee_id: payeeId, rule });
-}
-
-function updatePayeeRule(id, fields) {
-  return send('api/payee-rule-update', { id, fields });
-}
-
-function deletePayeeRule(id) {
-  return send('api/payee-rule-delete', { id });
-}
-
-module.exports = {
-  runImport,
-
-  runQuery,
-  q,
-
-  loadBudget,
-  batchBudgetUpdates,
-  getBudgetMonths,
-  getBudgetMonth,
-  setBudgetAmount,
-  setBudgetCarryover,
-
-  addTransactions,
-  importTransactions,
-  filterTransactions,
-  getTransactions,
-  updateTransaction,
-  deleteTransaction,
-
-  getAccounts,
-  createAccount,
-  updateAccount,
-  closeAccount,
-  reopenAccount,
-  deleteAccount,
-
-  getCategories,
-  createCategoryGroup,
-  updateCategoryGroup,
-  deleteCategoryGroup,
-  createCategory,
-  updateCategory,
-  deleteCategory,
-
-  getPayees,
-  createPayee,
-  updatePayee,
-  deletePayee,
-  getPayeeRules,
-  createPayeeRule,
-  deletePayeeRule,
-  updatePayeeRule
-};

packages/api/methods.test.ts

@@ -0,0 +1,742 @@
+// @ts-strict-ignore
+import * as fs from 'fs/promises';
+import * as path from 'path';
+
+import * as api from './index';
+
+const budgetName = 'test-budget';
+
+global.IS_TESTING = true;
+
+beforeEach(async () => {
+  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: false,
+          id: 'fc3825fd-b982-4b72-b768-5b30844cf832',
+          is_income: false,
+          name: 'Usual Expenses',
+        }),
+        expect.objectContaining({
+          hidden: false,
+          id: 'a137772f-cf2f-4089-9432-822d2ddc1466',
+          is_income: false,
+          name: 'Investments and Savings',
+        }),
+        expect.objectContaining({
+          hidden: false,
+          id: '2E1F5BDB-209B-43F9-AF2C-3CE28E380C00',
+          is_income: true,
+          name: 'Income',
+        }),
+      ]),
+    );
+
+    // create our test category group
+    const mainGroupId = await api.createCategoryGroup({
+      name: 'test-group',
+    });
+
+    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].id);
+    expect(await api.getRules()).toHaveLength(1);
+
+    await api.deleteRule(rules[0].id);
+    expect(await api.getRules()).toHaveLength(0);
+  });
+
+  // apis: addTransactions, getTransactions, importTransactions, updateTransaction, deleteTransaction
+  test('Transactions: successfully update transactions', async () => {
+    const accountId = await api.createAccount({ name: 'test-account' }, 0);
+
+    let newTransaction = [
+      {
+        account: accountId,
+        date: '2023-11-03',
+        imported_id: '11',
+        amount: 100,
+        notes: 'notes',
+      },
+      {
+        account: accountId,
+        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 = [
+      {
+        account: accountId,
+        date: '2023-12-03',
+        imported_id: '11',
+        amount: 100,
+        notes: 'notes',
+      },
+      {
+        account: accountId,
+        date: '2023-12-03',
+        imported_id: '12',
+        amount: 100,
+        notes: 'notes',
+      },
+      {
+        account: accountId,
+        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);
+  });
+
+  test('Transactions: import notes are preserved when importing', async () => {
+    const accountId = await api.createAccount({ name: 'test-account' }, 0);
+
+    // Test with notes
+    const transactionsWithNotes = [
+      {
+        date: '2023-11-03',
+        imported_id: '11',
+        amount: 100,
+        notes: 'test note',
+      },
+    ];
+
+    const addResultWithNotes = await api.addTransactions(
+      accountId,
+      transactionsWithNotes,
+      {
+        learnCategories: true,
+        runTransfers: true,
+      },
+    );
+    expect(addResultWithNotes).toBe('ok');
+
+    let transactions = await api.getTransactions(
+      accountId,
+      '2023-11-01',
+      '2023-11-30',
+    );
+    expect(transactions[0].notes).toBe('test note');
+
+    // Clear transactions
+    await api.deleteTransaction(transactions[0].id);
+
+    // Test without notes
+    const transactionsWithoutNotes = [
+      { date: '2023-11-03', imported_id: '11', amount: 100, notes: null },
+    ];
+
+    const addResultWithoutNotes = await api.addTransactions(
+      accountId,
+      transactionsWithoutNotes,
+      {
+        learnCategories: true,
+        runTransfers: true,
+      },
+    );
+    expect(addResultWithoutNotes).toBe('ok');
+
+    transactions = await api.getTransactions(
+      accountId,
+      '2023-11-01',
+      '2023-11-30',
+    );
+    expect(transactions[0].notes).toBeNull();
+  });
+});

packages/api/methods.ts

@@ -0,0 +1,241 @@
+// @ts-strict-ignore
+import type { Handlers } from 'loot-core/types/handlers';
+import type { ImportTransactionEntity } from 'loot-core/types/models/import-transaction';
+
+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');
+  }
+}
+
+/**
+ * @deprecated Please use `aqlQuery` instead.
+ * This function will be removed in a future release.
+ */
+export function runQuery(query) {
+  return send('api/query', { query: query.serialize() });
+}
+
+export function aqlQuery(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 interface ImportTransactionsOpts {
+  defaultCleared?: boolean;
+}
+
+export function importTransactions(
+  accountId: string,
+  transactions: ImportTransactionEntity[],
+  opts: ImportTransactionsOpts = {
+    defaultCleared: true,
+  },
+) {
+  return send('api/transactions-import', {
+    accountId,
+    transactions,
+    opts,
+  });
+}
+
+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 getCommonPayees() {
+  return send('api/common-payees-get');
+}
+
+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: string) {
+  return send('api/rule-delete', id);
+}
+
+export function holdBudgetForNextMonth(month, amount) {
+  return send('api/budget-hold-for-next-month', { month, amount });
+}
+
+export function resetBudgetHold(month) {
+  return send('api/budget-reset-hold', { month });
+}

packages/api/migrations/1548957970627_remove-db-version.sql

@@ -1,5 +0,0 @@
-BEGIN TRANSACTION;
-
-DROP TABLE db_version;
-
-COMMIT;

packages/api/migrations/1550601598648_payees.sql

@@ -1,23 +0,0 @@
-BEGIN TRANSACTION;
-
-CREATE TABLE payees
-  (id TEXT PRIMARY KEY,
-   name TEXT,
-   category TEXT,
-   tombstone INTEGER DEFAULT 0,
-   transfer_acct TEXT);
-
-CREATE TABLE payee_rules
-  (id TEXT PRIMARY KEY,
-   payee_id TEXT,
-   type TEXT,
-   value TEXT,
-   tombstone INTEGER DEFAULT 0);
-
-CREATE INDEX payee_rules_lowercase_index ON payee_rules(LOWER(value));
-
-CREATE TABLE payee_mapping
-  (id TEXT PRIMARY KEY,
-   targetId TEXT);
-
-COMMIT;

packages/api/migrations/1555786194328_remove_category_group_unique.sql

@@ -1,25 +0,0 @@
-BEGIN TRANSACTION;
-
-CREATE TEMPORARY TABLE category_groups_tmp
-   (id TEXT PRIMARY KEY,
-    name TEXT UNIQUE,
-    is_income INTEGER DEFAULT 0,
-    sort_order REAL,
-    tombstone INTEGER DEFAULT 0);
-
-INSERT INTO category_groups_tmp SELECT * FROM category_groups;
-
-DROP TABLE category_groups;
-
-CREATE TABLE category_groups
-   (id TEXT PRIMARY KEY,
-    name TEXT,
-    is_income INTEGER DEFAULT 0,
-    sort_order REAL,
-    tombstone INTEGER DEFAULT 0);
-
-INSERT INTO category_groups SELECT * FROM category_groups_tmp;
-
-DROP TABLE category_groups_tmp;
-
-COMMIT;

packages/api/migrations/1561751833510_indexes.sql

@@ -1,7 +0,0 @@
-BEGIN TRANSACTION;
-
-CREATE INDEX trans_category_date ON transactions(category, date);
-CREATE INDEX trans_category ON transactions(category);
-CREATE INDEX trans_date ON transactions(date);
-
-COMMIT;

packages/api/migrations/1567699552727_budget.sql

@@ -1,38 +0,0 @@
-BEGIN TRANSACTION;
-
-DELETE FROM spreadsheet_cells WHERE
-  name NOT LIKE '%!budget\_%' ESCAPE '\' AND
-  name NOT LIKE '%!carryover\_%' ESCAPE '\' AND
-  name NOT LIKE '%!buffered';
-
-UPDATE OR REPLACE spreadsheet_cells SET name = REPLACE(name, '_', '-');
-
-UPDATE OR REPLACE spreadsheet_cells SET
-  name =
-    SUBSTR(name, 1, 28) ||
-    '-' ||
-    SUBSTR(name, 29, 4) ||
-    '-' ||
-    SUBSTR(name, 33, 4) ||
-    '-' ||
-    SUBSTR(name, 37, 4) ||
-    '-' ||
-    SUBSTR(name, 41, 12)
-WHERE name LIKE '%!budget-%' AND LENGTH(name) = 52;
-
-UPDATE OR REPLACE spreadsheet_cells SET
-  name =
-    SUBSTR(name, 1, 31) ||
-    '-' ||
-    SUBSTR(name, 32, 4) ||
-    '-' ||
-    SUBSTR(name, 36, 4) ||
-    '-' ||
-    SUBSTR(name, 40, 4) ||
-    '-' ||
-    SUBSTR(name, 44, 12)
-WHERE name LIKE '%!carryover-%' AND LENGTH(name) = 55;
-
-UPDATE spreadsheet_cells SET expr = SUBSTR(expr, 2) WHERE name LIKE '%!carryover-%';
-
-COMMIT;

packages/api/migrations/1582384163573_cleared.sql

@@ -1,6 +0,0 @@
-BEGIN TRANSACTION;
-
-ALTER TABLE transactions ADD COLUMN cleared INTEGER DEFAULT 1;
-ALTER TABLE transactions ADD COLUMN pending INTEGER DEFAULT 0;
-
-COMMIT;

packages/api/migrations/1597756566448_rules.sql

@@ -1,10 +0,0 @@
-BEGIN TRANSACTION;
-
-CREATE TABLE rules
-  (id TEXT PRIMARY KEY,
-   stage TEXT,
-   conditions TEXT,
-   actions TEXT,
-   tombstone INTEGER DEFAULT 0);
-
-COMMIT;

packages/api/migrations/1608652596043_parent_field.sql

@@ -1,13 +0,0 @@
-BEGIN TRANSACTION;
-
-ALTER TABLE transactions ADD COLUMN parent_id TEXT;
-
-UPDATE transactions SET
-  parent_id = CASE
-    WHEN isChild THEN SUBSTR(id, 1, INSTR(id, '/') - 1)
-    ELSE NULL
-  END;
-
-CREATE INDEX trans_parent_id ON transactions(parent_id);
-
-COMMIT;

packages/api/migrations/1608652596044_trans_views.sql

@@ -1,56 +0,0 @@
-BEGIN TRANSACTION;
-
-DROP VIEW IF EXISTS v_transactions_layer2;
-CREATE VIEW v_transactions_layer2 AS
-SELECT
-  t.id AS id,
-  t.isParent AS is_parent,
-  t.isChild AS is_child,
-  t.acct AS account,
-  CASE WHEN t.isChild = 0 THEN NULL ELSE t.parent_id END AS parent_id,
-  CASE WHEN t.isParent = 1 THEN NULL ELSE cm.transferId END AS category,
-  pm.targetId AS payee,
-  t.imported_description AS imported_payee,
-  IFNULL(t.amount, 0) AS amount,
-  t.notes AS notes,
-  t.date AS date,
-  t.financial_id AS imported_id,
-  t.error AS error,
-  t.starting_balance_flag AS starting_balance_flag,
-  t.transferred_id AS transfer_id,
-  t.sort_order AS sort_order,
-  t.cleared AS cleared,
-  t.tombstone AS tombstone
-FROM transactions t
-LEFT JOIN category_mapping cm ON cm.id = t.category
-LEFT JOIN payee_mapping pm ON pm.id = t.description
-WHERE
-  t.date IS NOT NULL AND
-  t.acct IS NOT NULL;
-
-CREATE INDEX trans_sorted ON transactions(date desc, starting_balance_flag, sort_order desc, id);
-
-DROP VIEW IF EXISTS v_transactions_layer1;
-CREATE VIEW v_transactions_layer1 AS
-SELECT t.* FROM v_transactions_layer2 t
-LEFT JOIN transactions t2 ON (t.is_child = 1 AND t2.id = t.parent_id)
-WHERE IFNULL(t.tombstone, 0) = 0 AND IFNULL(t2.tombstone, 0) = 0;
-
-DROP VIEW IF EXISTS v_transactions;
-CREATE VIEW v_transactions AS
-SELECT t.* FROM v_transactions_layer1 t
-ORDER BY t.date desc, t.starting_balance_flag, t.sort_order desc, t.id;
-
-
-DROP VIEW IF EXISTS v_categories;
-CREATE VIEW v_categories AS
-SELECT
-  id,
-  name,
-  is_income,
-  cat_group AS "group",
-  sort_order,
-  tombstone
-FROM categories;
-
-COMMIT;

packages/api/migrations/1612625548236_optimize.sql

@@ -1,7 +0,0 @@
-BEGIN TRANSACTION;
-
-CREATE INDEX messages_crdt_search ON messages_crdt(dataset, row, column, timestamp);
-
-ANALYZE;
-
-COMMIT;