recharts differences

* Bump vite from 7.1.9 to 7.1.11

Bumps [vite](https://github.com/vitejs/vite/tree/HEAD/packages/vite) from 7.1.9 to 7.1.11.
- [Release notes](https://github.com/vitejs/vite/releases)
- [Changelog](https://github.com/vitejs/vite/blob/main/packages/vite/CHANGELOG.md)
- [Commits](https://github.com/vitejs/vite/commits/v7.1.11/packages/vite)

---
updated-dependencies:
- dependency-name: vite
  dependency-version: 7.1.11
  dependency-type: indirect
...

Signed-off-by: dependabot[bot] <support@github.com>

* note

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>

.cursor/worktrees.json

@@ -0,0 +1,3 @@
+{
+  "setup-worktree": ["yarn"]
+}

.devcontainer/devcontainer.json

@@ -1,14 +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/${localWorkspaceFolderBasename}",
-	"postCreateCommand": "yarn install"
+  "name": "Actual development",
+  "dockerComposeFile": ["../docker-compose.yml", "docker-compose.yml"],
+  // Alternatively:
+  // "image": "mcr.microsoft.com/devcontainers/typescript-node:0-16",
+  "service": "actual-development",
+  "workspaceFolder": "/workspaces/${localWorkspaceFolderBasename}",
+  "postCreateCommand": "yarn install"
 }

.eslintignore

@@ -1,28 +0,0 @@
-packages/api/app/bundle.api.js
-packages/api/dist
-packages/api/migrations
-
-packages/crdt/dist
-
-packages/desktop-client/bundle.browser.js
-packages/desktop-client/build/
-packages/desktop-client/public/kcab/
-packages/desktop-client/public/data/
-packages/desktop-client/**/node_modules/*
-packages/desktop-client/node_modules/
-packages/desktop-client/src/icons/**/*
-
-packages/desktop-electron/client-build/
-packages/desktop-electron/dist/
-
-packages/import-ynab4/**/node_modules/*
-
-packages/import-ynab5/**/node_modules/*
-
-packages/loot-core/**/node_modules/*
-packages/loot-core/**/lib-dist/*
-packages/loot-core/**/proto/*
-
-packages/node-libofx/libofx.*.js
-packages/node-libofx/libofx/
-packages/node-libofx/OpenSP-*/

.eslintrc.js

@@ -1,205 +0,0 @@
-/* eslint-disable rulesdir/typography */
-const path = require('path');
-
-const rulesDirPlugin = require('eslint-plugin-rulesdir');
-rulesDirPlugin.RULES_DIR = path.join(
-  __dirname,
-  'packages',
-  'eslint-plugin-actual',
-  'lib',
-  'rules',
-);
-
-const ruleFCMsg =
-  'Type the props argument and let TS infer or use ComponentType for a component prop';
-
-const restrictedImportPatterns = [
-  {
-    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",
-  },
-];
-
-module.exports = {
-  plugins: ['prettier', 'import', 'rulesdir', '@typescript-eslint'],
-  extends: ['react-app', 'plugin:@typescript-eslint/recommended'],
-  parser: '@typescript-eslint/parser',
-  parserOptions: { project: [path.join(__dirname, './tsconfig.json')] },
-  reportUnusedDisableDirectives: true,
-  rules: {
-    'prettier/prettier': 'error',
-    'no-unused-vars': 'off',
-    '@typescript-eslint/no-unused-vars': [
-      'error',
-      {
-        args: 'none',
-        varsIgnorePattern: '^_',
-        ignoreRestSiblings: true,
-      },
-    ],
-
-    curly: ['error', 'multi-line', 'consistent'],
-
-    'no-restricted-globals': ['error'].concat(
-      require('confusing-browser-globals').filter(g => g !== 'self'),
-    ),
-
-    'react/jsx-no-useless-fragment': 'error',
-
-    'rulesdir/typography': 'error',
-
-    // https://github.com/eslint/eslint/issues/16954
-    // https://github.com/eslint/eslint/issues/16953
-    'no-loop-func': 'off',
-
-    // TODO: re-enable these rules
-    'react-hooks/exhaustive-deps': 'off',
-    // 'react-hooks/exhaustive-deps': [
-    //   'error',
-    //   {
-    //     additionalHooks: 'useLiveQuery',
-    //   },
-    // ],
-
-    'import/extensions': [
-      'error',
-      'never',
-      {
-        json: 'always',
-      },
-    ],
-    'import/no-useless-path-segments': 'error',
-    'import/no-duplicates': ['error', { 'prefer-inline': true }],
-    'import/no-unused-modules': ['error', { unusedExports: true }],
-    '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'],
-      },
-    ],
-
-    'no-restricted-syntax': [
-      'error',
-      {
-        // 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 <LinkButton> or <ExternalLink>
-        selector: 'JSXOpeningElement[name.name="a"]',
-        message:
-          'Using <a> is discouraged, please use <LinkButton> or <ExternalLink> instead.',
-      },
-    ],
-    'no-restricted-imports': ['error', { patterns: restrictedImportPatterns }],
-
-    // Rules disable during TS migration
-    '@typescript-eslint/no-var-requires': 'off',
-    'prefer-const': 'off',
-    'prefer-spread': 'off',
-    '@typescript-eslint/no-empty-function': 'off',
-  },
-  overrides: [
-    {
-      files: ['.eslintrc.js', './**/.eslintrc.js'],
-      parserOptions: { project: null },
-      rules: {
-        '@typescript-eslint/consistent-type-exports': 'off',
-      },
-    },
-    {
-      files: [
-        './packages/desktop-client/**/*.{ts,tsx}',
-        './packages/loot-core/src/client/**/*.{ts,tsx}',
-      ],
-      rules: {
-        // enforce type over interface
-        '@typescript-eslint/consistent-type-definitions': ['error', 'type'],
-        // enforce import type
-        '@typescript-eslint/consistent-type-imports': [
-          'error',
-          { prefer: 'type-imports', fixStyle: 'inline-type-imports' },
-        ],
-        '@typescript-eslint/ban-types': [
-          'error',
-          {
-            types: {
-              // forbid FC as superflous
-              FunctionComponent: { message: ruleFCMsg },
-              FC: { message: ruleFCMsg },
-            },
-            extendDefaults: true,
-          },
-        ],
-      },
-    },
-    {
-      files: ['./packages/loot-core/src/**/*'],
-      rules: {
-        'no-restricted-imports': [
-          'error',
-          {
-            patterns: [
-              ...restrictedImportPatterns,
-              {
-                group: ['loot-core/**'],
-                message:
-                  'Please use relative imports in loot-core instead of importing from `loot-core/*`',
-              },
-            ],
-          },
-        ],
-      },
-    },
-    {
-      files: [
-        '**/icons/**/*.js',
-        '**/mocks/**/*.{js,ts,tsx}',
-        '**/{mocks,__mocks__}/*.{js,ts,tsx}',
-        // can't correctly resolve usages
-        '**/*.{testing,electron,browser,web,api}.ts',
-      ],
-      rules: { 'import/no-unused-modules': 'off' },
-    },
-  ],
-  settings: {
-    'import/parsers': {
-      '@typescript-eslint/parser': ['.ts', '.tsx'],
-    },
-    'import/resolver': {
-      typescript: {
-        alwaysTryTypes: true,
-      },
-    },
-  },
-};

.gitattributes

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

.github/FUNDING.yml

@@ -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 +1,19 @@
 name: Bug Report
 description: File a bug report also known as an issue or problem.
 title: '[Bug]: '
-labels: ['bug']
+labels: ['needs triage', 'bug']
+type: 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 +22,6 @@ body:
       options:
         - label: 'I have searched and found no existing issue'
           required: true
-    validations:
-      required: true
   - type: textarea
     id: what-happened
     attributes:
@@ -28,14 +32,14 @@ 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
@@ -47,6 +51,7 @@ body:
         - Locally via Yarn
         - Docker
         - Fly.io
+        - Pikapods
         - NAS
         - Desktop App (Electron)
         - Other

.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

@@ -2,9 +2,9 @@ name: Feature request
 description: Request a missing feature
 title: '[Feature] '
 labels: ['feature']
+type: 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 +16,6 @@ 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

@@ -1 +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 -->
+<!-- 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

@@ -1,17 +1,13 @@
 #!/usr/bin/env node
 
 // overview:
-// 1. List all migrations in packages/loot-core/migrations/*
-// 2. Check the commit that created the migration file
-// 3. Make sure that newer migrations were committed after older migrations (by date in the migration name)
+// 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');
 
-// Please don’t add to this list, we just can’t change this migration ID since it already happened
-const exceptions = ['1679728867040_rules_conditions.sql'];
-
 const migrationsDir = path.join(
   __dirname,
   '..',
@@ -21,49 +17,44 @@ const migrationsDir = path.join(
   'migrations',
 );
 
-const migrations = fs
-  .readdirSync(migrationsDir)
-  .filter(file => !file.startsWith('.'))
-  .map(file => {
-    const [_, date] = file.match(/^(\d+)_/) || [];
-    const { stdout } = spawnSync('git', [
-      'log',
-      '--format=%ct',
-      '-n',
-      '1',
-      path.join(migrationsDir, file),
-    ]);
-    return {
-      migrationDate: parseInt(date),
-      commitDate: parseInt(stdout) * 1000,
-      file,
-    };
-  });
+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,
+    }));
+}
 
-const sortedMigrations = migrations.sort(
-  (a, b) => a.migrationDate - b.migrationDate,
+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,
 );
 
-let ok = true;
-for (let i = sortedMigrations.length - 1; i > 0; i--) {
-  const migration = sortedMigrations[i];
-  const prevMigration = sortedMigrations[i - 1];
-  if (migration.commitDate < prevMigration.commitDate) {
-    if (exceptions.includes(migration.file)) {
-      continue;
-    }
-    console.error(
-      `error: migration ${migration.file} was committed before ${prevMigration.file}, but it has a later date in the filename`,
-    );
-    ok = false;
-  }
-}
-
-if (ok) {
-  console.log('All migration IDs are in order');
-} else {
+if (badMigrations.length) {
   console.error(
-    '\nMigrations must be ordered by date or they will fail to apply properly',
+    `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/handle-feature-requests.js

@@ -76,7 +76,7 @@ async function main() {
           label =>
             label.name === 'help wanted' ||
             label.name === 'needs votes' ||
-            lahel.name === 'good first issue',
+            label.name === 'good first issue',
         )
         .map(label => label.id);
       const res = await makeAPIRequest(

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

@@ -9,8 +9,8 @@ function get_status() {
   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=$(jq '[.[] | select(.context == "netlify/actualbudget/deploy-preview")][0]' /tmp/status.json)
-  state=$(jq -r '.state' <<< "$netlify")
+  netlify=$(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::"
@@ -32,7 +32,7 @@ done
 
 if [ "$state" == "success" ]; then
   echo -e "\033[0;32mNetlify build succeeded!\033[0m"
-  jq -r '"url=" + .target_url' <<< "$netlify" > $GITHUB_OUTPUT
+  yarn jq -r '"url=" + .target_url' <<< "$netlify" > $GITHUB_OUTPUT
   exit 0
 else
   echo -e "\033[0;31mNetlify build failed. Cancelling end-to-end tests.\033[0m"

.github/actions/setup/action.yml

@@ -1,19 +1,59 @@
 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@v3
+      uses: actions/setup-node@v4
       with:
-        node-version: 18.16.0
+        node-version: 22
+    - 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 }}-${{ hashFiles('.nvmrc') }}-${{ 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: Ensure Lage cache directory exists
+      run: mkdir -p ${{ format('{0}/.lage', inputs.working-directory) }}
+      shell: bash
+    - name: Cache Lage
+      uses: actions/cache@v4
+      with:
+        path: ${{ format('{0}/.lage', inputs.working-directory) }}
+        key: lage-${{ runner.os }}-${{ github.sha }}
+        restore-keys: |
+          lage-${{ runner.os }}-
     - 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(50);
+
+/** 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(
+    'GET /search/issues',
+    {
+      q: searchQuery,
+      per_page: 100,
+      advanced_search: true,
+    },
+    response => response.data.filter(pr => pr.number),
+  );
+
+  // 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

@@ -15,21 +15,23 @@ on:
 
 concurrency:
   group: ${{ github.workflow }}-${{ github.event.pull_request.number || github.ref }}
-  cancel-in-progress: true
+  cancel-in-progress: ${{ github.ref != 'refs/heads/master' }}
 
 jobs:
   api:
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@v3
+      - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
+        with:
+          download-translations: 'false'
       - name: 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@v3
+        uses: actions/upload-artifact@v4
         with:
           name: actual-api
           path: packages/api/actual-api.tgz
@@ -37,15 +39,17 @@ jobs:
   crdt:
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@v3
+      - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
+        with:
+          download-translations: 'false'
       - 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@v3
+        uses: actions/upload-artifact@v4
         with:
           name: actual-crdt
           path: packages/crdt/actual-crdt.tgz
@@ -53,18 +57,34 @@ jobs:
   web:
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@v3
+      - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
       - name: Build Web
-        run: ./bin/package-browser
+        run: yarn build:browser
       - name: Upload Build
-        uses: actions/upload-artifact@v3
+        uses: actions/upload-artifact@v4
         with:
           name: actual-web
           path: packages/desktop-client/build
       - name: Upload Build Stats
-        uses: actions/upload-artifact@v3
+        uses: actions/upload-artifact@v4
         with:
           name: build-stats
           path: packages/desktop-client/build-stats
+
+  server:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+      - name: Set up environment
+        uses: ./.github/actions/setup
+        with:
+          download-translations: 'false'
+      - 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

@@ -8,40 +8,59 @@ on:
 
 concurrency:
   group: ${{ github.workflow }}-${{ github.event.pull_request.number || github.ref }}
-  cancel-in-progress: true
+  cancel-in-progress: ${{ github.ref != 'refs/heads/master' }}
 
 jobs:
   lint:
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@v3
+      - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
+        with:
+          download-translations: 'false'
       - name: Lint
         run: yarn lint
   typecheck:
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@v3
+      - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
+        with:
+          download-translations: 'false'
       - name: Typecheck
         run: yarn typecheck
+  validate-cli:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+      - name: Set up environment
+        uses: ./.github/actions/setup
+        with:
+          download-translations: 'false'
+      - 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@v3
+      - uses: actions/checkout@v4
       - name: Set up environment
         uses: ./.github/actions/setup
+        with:
+          download-translations: 'false'
       - name: Test
         run: yarn test
 
   migrations:
+    if: github.event_name == 'pull_request'
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@v3
-      - uses: actions/setup-node@v2
+      - uses: actions/checkout@v4
+      - uses: actions/setup-node@v4
         with:
-          node-version: '19'
+          node-version: 22
       - name: Check migrations
         run: node ./.github/actions/check-migrations.js

.github/workflows/codeql.yml

@@ -9,7 +9,7 @@ on:
 
 concurrency:
   group: ${{ github.workflow }}-${{ github.event.pull_request.number || github.ref }}
-  cancel-in-progress: true
+  cancel-in-progress: ${{ github.ref != 'refs/heads/master' }}
 
 jobs:
   analyze:
@@ -22,14 +22,14 @@ jobs:
 
     steps:
       - name: Checkout repository
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
 
       - name: Initialize CodeQL
-        uses: github/codeql-action/init@v2
+        uses: github/codeql-action/init@v3
         with:
           languages: javascript
 
       - name: Perform CodeQL Analysis
-        uses: github/codeql-action/analyze@v2
+        uses: github/codeql-action/analyze@v3
         with:
           category: '/language:javascript'

.github/workflows/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 +1,104 @@
+name: Build Edge Docker Image
+
+# Edge Docker images are built for every push to master
+on:
+  push:
+    branches:
+      - master
+  workflow_dispatch:
+
+concurrency:
+  group: docker-edge-build
+  cancel-in-progress: true
+
+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

@@ -1,6 +1,7 @@
 name: E2E Tests
 
-on: [pull_request]
+on:
+  pull_request:
 
 env:
   GITHUB_PR_NUMBER: ${{github.event.pull_request.number}}
@@ -10,28 +11,86 @@ concurrency:
   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: Setup Playwright
-        run: npx playwright install chromium --with-deps
       - name: Wait for Netlify build to finish
         id: netlify
         env:
           COMMIT_SHA: ${{ github.event.pull_request.head.sha }}
           GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
         run: ./.github/actions/netlify-wait-for-build
+
+  functional:
+    name: Functional
+    needs: netlify
+    runs-on: ubuntu-latest
+    container:
+      image: mcr.microsoft.com/playwright:v1.56.0-jammy
+    steps:
+      - uses: actions/checkout@v4
+      - name: Set up environment
+        uses: ./.github/actions/setup
+      - name: Trust the repository directory
+        run: git config --global --add safe.directory "$GITHUB_WORKSPACE"
       - name: Run E2E Tests on Netlify URL
         run: yarn e2e
         env:
-          E2E_START_URL: ${{ steps.netlify.outputs.url }}
-      - uses: actions/upload-artifact@v3
+          E2E_START_URL: ${{ needs.netlify.outputs.netlify_url }}
+      - uses: actions/upload-artifact@v4
         if: always()
         with:
           name: desktop-client-test-results
           path: packages/desktop-client/test-results/
           retention-days: 30
+          overwrite: true
+
+  functional-desktop-app:
+    name: Functional Desktop App
+    runs-on: ubuntu-latest
+    container:
+      image: mcr.microsoft.com/playwright:v1.56.0-jammy
+    steps:
+      - uses: actions/checkout@v4
+      - name: Set up environment
+        uses: ./.github/actions/setup
+      - name: Trust the repository directory
+        run: git config --global --add safe.directory "$GITHUB_WORKSPACE"
+      - 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:v1.56.0-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 +1,145 @@
+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-22.04
+          - 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//24.08 -y
+          sudo flatpak install org.freedesktop.Platform//24.08 -y
+          sudo flatpak install org.electronjs.Electron2.BaseApp//24.08 -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 }}
+          APPLE_TEAM_ID: ${{ secrets.APPLE_TEAM_ID }}
+      - 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-22.04
+          - 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: ${{ startsWith(matrix.os, 'ubuntu') }}
+        run: |
+          sudo apt-get update
+          sudo apt-get install flatpak -y
+          sudo apt-get install flatpak-builder -y
+          sudo flatpak remote-add --if-not-exists flathub https://flathub.org/repo/flathub.flatpakrepo
+          sudo flatpak install org.freedesktop.Sdk//24.08 -y
+          sudo flatpak install org.freedesktop.Platform//24.08 -y
+          sudo flatpak install org.electronjs.Electron2.BaseApp//24.08 -y
+      - name: Set up environment
+        uses: ./.github/actions/setup
+      - name: Build Electron
+        run: ./bin/package-electron
+      - name: Upload Build
+        uses: actions/upload-artifact@v4
+        with:
+          name: actual-electron-${{ 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/electron.yml

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

.github/workflows/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=$(node ./packages/ci-actions/bin/get-next-package-version.js \
+                --package-json "./packages/$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

@@ -24,7 +24,7 @@ jobs:
           body: |
             :sparkles: Thanks for sharing your idea! :sparkles:
 
-            This repository is now using lodash style issue management for enhancements. This means enhancement issues will now be closed instead of leaving them open. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution).
+            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+
 

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

@@ -24,10 +24,10 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       # This is not a security concern because we have approved & merged the PR
-      - uses: actions/checkout@v3
-      - uses: actions/setup-node@v2
+      - uses: actions/checkout@v4
+      - uses: actions/setup-node@v4
         with:
-          node-version: '19'
+          node-version: 22
       - name: Handle feature requests
         run: node .github/actions/handle-feature-requests.js
         env:

.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/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=$(node ./packages/ci-actions/bin/get-next-package-version.js --package-json ./packages/desktop-client/package.json --type nightly)
+          NEW_SYNC_VERSION=$(node ./packages/ci-actions/bin/get-next-package-version.js --package-json ./packages/sync-server/package.json --type nightly)
+          NEW_API_VERSION=$(node ./packages/ci-actions/bin/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: 22
+          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: 22
+          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

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

.github/workflows/size-compare.yml

@@ -13,6 +13,9 @@ name: Compare Sizes
 
 on:
   pull_request_target:
+    paths:
+      - 'packages/**'
+      - '!packages/sync-server/**'
 
 concurrency:
   group: ${{ github.workflow }}-${{ github.event.pull_request.number || github.ref }}
@@ -25,7 +28,7 @@ jobs:
       pull-requests: write
     steps:
       - name: Wait for ${{github.base_ref}} build to succeed
-        uses: fountainhead/action-wait-for-check@v1.1.0
+        uses: fountainhead/action-wait-for-check@v1.2.0
         id: master-build
         with:
           token: ${{ secrets.GITHUB_TOKEN }}
@@ -33,7 +36,7 @@ jobs:
           ref: ${{github.base_ref}}
 
       - name: Wait for PR build to succeed
-        uses: fountainhead/action-wait-for-check@v1.1.0
+        uses: fountainhead/action-wait-for-check@v1.2.0
         id: wait-for-build
         with:
           token: ${{ secrets.GITHUB_TOKEN }}
@@ -46,34 +49,41 @@ jobs:
           echo "Build failed on PR branch or ${{github.base_ref}}"
           exit 1
       - name: Download build artifact from ${{github.base_ref}}
-        uses: dawidd6/action-download-artifact@v2
+        uses: dawidd6/action-download-artifact@v6
         id: pr-build
         with:
           branch: ${{github.base_ref}}
           workflow: build.yml
+          workflow_conclusion: '' # ignore the conclusion of the workflow, since we already checked it
           name: build-stats
           path: base
 
       - name: Download build artifact from PR
-        uses: dawidd6/action-download-artifact@v2
+        uses: dawidd6/action-download-artifact@v6
         with:
           pr: ${{github.event.pull_request.number}}
           workflow: build.yml
+          workflow_conclusion: '' # ignore the conclusion of the workflow, since we already checked it
           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: github/webpack-bundlesize-compare-action@v1.8.1
+      - uses: twk3/rollup-size-compare-action@v1.1.1
         with:
           github-token: ${{ secrets.GITHUB_TOKEN }}
-          current-stats-json-path: ./head/desktop-client-stats.json
-          base-stats-json-path: ./base/desktop-client-stats.json
+          current-stats-json-path: ./head/web-stats.json
+          base-stats-json-path: ./base/web-stats.json
           title: desktop-client
 
-      - uses: github/webpack-bundlesize-compare-action@v1.8.1
+      - uses: twk3/rollup-size-compare-action@v1.1.1
         with:
           github-token: ${{ secrets.GITHUB_TOKEN }}
           current-stats-json-path: ./head/loot-core-stats.json

.github/workflows/stale.yml

@@ -0,0 +1,42 @@
+name: 'Close stale PRs'
+on:
+  schedule:
+    - cron: '30 1 * * *'
+  workflow_dispatch: # Allow manual triggering
+
+jobs:
+  stale:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/stale@v9
+        with:
+          stale-pr-message: 'This PR is stale because it has been open 30 days with no activity. Remove stale label or comment or this will be closed in 5 days.'
+          close-pr-message: 'This PR was closed because it has been stalled for 5 days with no activity.'
+          days-before-stale: 30
+          days-before-close: 5
+          days-before-issue-stale: -1
+  stale-wip:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/stale@v9
+        with:
+          stale-pr-message: ':wave: Hi! It looks like this PR has not had any changes for a week now. Would you like someone to review this PR? If so - please remove the "[WIP]" prefix from the PR title. That will let the community know that this PR is open for a review.'
+          days-before-stale: 7
+          any-of-labels: ':construction: WIP'
+          days-before-close: -1
+          days-before-issue-stale: -1
+
+  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/vrt-update-apply.yml

@@ -0,0 +1,156 @@
+name: VRT Update - Apply
+# SECURITY: This workflow runs in trusted base repo context.
+# It treats the patch artifact as untrusted data, validates it contains only PNGs,
+# and safely applies it to the contributor's fork branch.
+on:
+  workflow_run:
+    workflows: ['VRT Update - Generate']
+    types:
+      - completed
+
+permissions:
+  contents: write
+  pull-requests: write
+
+jobs:
+  apply-vrt-updates:
+    name: Apply VRT Updates
+    runs-on: ubuntu-latest
+    if: ${{ github.event.workflow_run.conclusion == 'success' }}
+    steps:
+      - name: Download patch artifact
+        uses: actions/download-artifact@v4
+        with:
+          github-token: ${{ secrets.GITHUB_TOKEN }}
+          run-id: ${{ github.event.workflow_run.id }}
+          pattern: vrt-patch-*
+          path: /tmp/artifacts
+
+      - name: Download metadata artifact
+        uses: actions/download-artifact@v4
+        with:
+          github-token: ${{ secrets.GITHUB_TOKEN }}
+          run-id: ${{ github.event.workflow_run.id }}
+          pattern: vrt-metadata-*
+          path: /tmp/metadata
+
+      - name: Extract metadata
+        id: metadata
+        run: |
+          # Find the metadata directory (will be vrt-metadata-{PR_NUMBER})
+          METADATA_DIR=$(find /tmp/metadata -mindepth 1 -maxdepth 1 -type d | head -n 1)
+
+          if [ -z "$METADATA_DIR" ]; then
+            echo "No metadata found, skipping..."
+            exit 0
+          fi
+
+          PR_NUMBER=$(cat "$METADATA_DIR/pr-number.txt")
+          HEAD_REF=$(cat "$METADATA_DIR/head-ref.txt")
+          HEAD_REPO=$(cat "$METADATA_DIR/head-repo.txt")
+
+          echo "pr_number=$PR_NUMBER" >> "$GITHUB_OUTPUT"
+          echo "head_ref=$HEAD_REF" >> "$GITHUB_OUTPUT"
+          echo "head_repo=$HEAD_REPO" >> "$GITHUB_OUTPUT"
+
+          echo "Found PR #$PR_NUMBER: $HEAD_REPO @ $HEAD_REF"
+
+      - name: Checkout fork branch
+        if: steps.metadata.outputs.pr_number != ''
+        uses: actions/checkout@v4
+        with:
+          repository: ${{ steps.metadata.outputs.head_repo }}
+          ref: ${{ steps.metadata.outputs.head_ref }}
+          token: ${{ secrets.GITHUB_TOKEN }}
+          fetch-depth: 0
+
+      - name: Validate and apply patch
+        if: steps.metadata.outputs.pr_number != ''
+        id: apply
+        run: |
+          # Find the patch file
+          PATCH_DIR=$(find /tmp/artifacts -mindepth 1 -maxdepth 1 -type d | head -n 1)
+          PATCH_FILE="$PATCH_DIR/vrt-update.patch"
+
+          if [ ! -f "$PATCH_FILE" ]; then
+            echo "No patch file found"
+            exit 0
+          fi
+
+          echo "Found patch file: $PATCH_FILE"
+
+          # Validate patch only contains PNG files
+          echo "Validating patch contains only PNG files..."
+          if grep -E '^(\+\+\+|---) [ab]/' "$PATCH_FILE" | grep -v '\.png$'; then
+            echo "ERROR: Patch contains non-PNG files! Rejecting for security."
+            echo "applied=false" >> "$GITHUB_OUTPUT"
+            echo "error=Patch validation failed: contains non-PNG files" >> "$GITHUB_OUTPUT"
+            exit 1
+          fi
+
+          # Extract file list for verification
+          FILES_CHANGED=$(grep -E '^\+\+\+ b/' "$PATCH_FILE" | sed 's/^+++ b\///' | wc -l)
+          echo "Patch modifies $FILES_CHANGED PNG file(s)"
+
+          # Configure git
+          git config --global user.name "github-actions[bot]"
+          git config --global user.email "github-actions[bot]@users.noreply.github.com"
+
+          # Apply patch
+          echo "Applying patch..."
+          if git apply --check "$PATCH_FILE" 2>&1; then
+            git apply "$PATCH_FILE"
+
+            # Stage only PNG files (extra safety)
+            git add "**/*.png"
+
+            if git diff --staged --quiet; then
+              echo "No changes after applying patch"
+              echo "applied=false" >> "$GITHUB_OUTPUT"
+              exit 0
+            fi
+
+            # Commit
+            git commit -m "Update VRT screenshots" -m "Auto-generated by VRT workflow" -m "PR: #${{ steps.metadata.outputs.pr_number }}"
+
+            echo "applied=true" >> "$GITHUB_OUTPUT"
+          else
+            echo "Patch could not be applied cleanly"
+            echo "applied=false" >> "$GITHUB_OUTPUT"
+            echo "error=Patch conflicts with current branch state" >> "$GITHUB_OUTPUT"
+            exit 1
+          fi
+
+      - name: Push changes
+        if: steps.apply.outputs.applied == 'true'
+        env:
+          HEAD_REF: ${{ steps.metadata.outputs.head_ref }}
+          HEAD_REPO: ${{ steps.metadata.outputs.head_repo }}
+        run: |
+          git push origin "HEAD:refs/heads/$HEAD_REF"
+          echo "Successfully pushed VRT updates to $HEAD_REPO@$HEAD_REF"
+
+      - name: Comment on PR - Success
+        if: steps.apply.outputs.applied == 'true'
+        uses: actions/github-script@v7
+        with:
+          script: |
+            await github.rest.issues.createComment({
+              issue_number: ${{ steps.metadata.outputs.pr_number }},
+              owner: context.repo.owner,
+              repo: context.repo.repo,
+              body: '✅ VRT screenshots have been automatically updated.'
+            });
+
+      - name: Comment on PR - Failure
+        if: failure() && steps.metadata.outputs.pr_number != ''
+        uses: actions/github-script@v7
+        with:
+          script: |
+            const error = `${{ steps.apply.outputs.error }}` || 'Unknown error occurred';
+            await github.rest.issues.createComment({
+              issue_number: ${{ steps.metadata.outputs.pr_number }},
+              owner: context.repo.owner,
+              repo: context.repo.repo,
+              body: `❌ Failed to apply VRT updates: ${error}\n\nPlease check the workflow logs for details.`
+            });

.github/workflows/vrt-update-generate.yml

@@ -0,0 +1,105 @@
+name: VRT Update - Generate
+# SECURITY: This workflow runs in untrusted fork context with no write permissions.
+# It only generates VRT patch artifacts that are later applied by vrt-update-apply.yml
+on:
+  pull_request:
+    types: [opened, synchronize, reopened]
+    paths:
+      - 'packages/**'
+      - '.github/workflows/vrt-update-generate.yml'
+
+permissions:
+  contents: read
+
+concurrency:
+  group: ${{ github.workflow }}-${{ github.event.pull_request.number }}
+  cancel-in-progress: true
+
+jobs:
+  generate-vrt-updates:
+    name: Generate VRT Updates
+    runs-on: ubuntu-latest
+    container:
+      image: mcr.microsoft.com/playwright:v1.56.0-jammy
+    steps:
+      - uses: actions/checkout@v4
+        with:
+          ref: ${{ github.event.pull_request.head.sha }}
+
+      - 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: ${{ github.event.pull_request.head.sha }}
+          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+        run: ./.github/actions/netlify-wait-for-build
+
+      - name: Run VRT Tests on Netlify URL
+        continue-on-error: true
+        run: yarn vrt --update-snapshots
+        env:
+          E2E_START_URL: ${{ steps.netlify.outputs.url }}
+
+      - name: Create patch with PNG changes only
+        id: create-patch
+        run: |
+          # Trust the repository directory (required for container environments)
+          git config --global --add safe.directory "$GITHUB_WORKSPACE"
+
+          git config --global user.name "github-actions[bot]"
+          git config --global user.email "github-actions[bot]@users.noreply.github.com"
+
+          # Stage only PNG files
+          git add "**/*.png"
+
+          # Check if there are any changes
+          if git diff --staged --quiet; then
+            echo "has_changes=false" >> "$GITHUB_OUTPUT"
+            echo "No VRT changes to commit"
+            exit 0
+          fi
+
+          echo "has_changes=true" >> "$GITHUB_OUTPUT"
+
+          # Create commit and patch
+          git commit -m "Update VRT screenshots"
+          git format-patch -1 HEAD --stdout > vrt-update.patch
+
+          # Validate patch only contains PNG files
+          if grep -E '^(\+\+\+|---) [ab]/' vrt-update.patch | grep -v '\.png$'; then
+            echo "ERROR: Patch contains non-PNG files!"
+            exit 1
+          fi
+
+          echo "Patch created successfully with PNG changes only"
+
+      - name: Upload patch artifact
+        if: steps.create-patch.outputs.has_changes == 'true'
+        uses: actions/upload-artifact@v4
+        with:
+          name: vrt-patch-${{ github.event.pull_request.number }}
+          path: vrt-update.patch
+          retention-days: 5
+
+      - name: Save PR metadata
+        if: steps.create-patch.outputs.has_changes == 'true'
+        run: |
+          mkdir -p pr-metadata
+          echo "${{ github.event.pull_request.number }}" > pr-metadata/pr-number.txt
+          echo "${{ github.event.pull_request.head.ref }}" > pr-metadata/head-ref.txt
+          echo "${{ github.event.pull_request.head.repo.full_name }}" > pr-metadata/head-repo.txt
+
+      - name: Upload PR metadata
+        if: steps.create-patch.outputs.has_changes == 'true'
+        uses: actions/upload-artifact@v4
+        with:
+          name: vrt-metadata-${{ github.event.pull_request.number }}
+          path: pr-metadata/
+          retention-days: 5

.gitignore

@@ -1,28 +1,34 @@
+# Sample Data
 /data/*
 !data/.gitkeep
 /data2
+Actual-*
+!actual-server.js
+**/xcuserdata/*
+export-2020-01-10.csv
+
+# 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
+packages/desktop-client/service-worker
+packages/plugins-service/dist
 bundle.desktop.js
 bundle.desktop.js.map
 bundle.mobile.js
 bundle.mobile.js.map
-export-2020-01-10.csv
-.idea
-.vscode
-
-**/*.log
 
 # Yarn
 .pnp.*
@@ -35,3 +41,27 @@ export-2020-01-10.csv
 
 # 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
+
+# Lage cache
+.lage/

.husky/pre-commit

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

.nvmrc

@@ -1 +1 @@
-v18.16.0
+v22/*

.prettierignore

@@ -1 +1,30 @@
 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/stats.json
+packages/desktop-client/.swc/
+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/*
+packages/sync-server/coverage/
+.yarn/*
+upcoming-release-notes/*

.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

@@ -1,9 +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"
-  - path: .yarn/plugins/@yarnpkg/plugin-interactive-tools.cjs
-    spec: "@yarnpkg/plugin-interactive-tools"
-
-yarnPath: .yarn/releases/yarn-3.5.1.cjs
+yarnPath: .yarn/releases/yarn-4.10.3.cjs

AGENTS.md

@@ -0,0 +1,585 @@
+# AGENTS.md - Guide for AI Agents Working with Actual Budget
+
+This guide provides comprehensive information for AI agents (like Cursor) working with the Actual Budget codebase.
+
+## Project Overview
+
+**Actual Budget** is a local-first personal finance tool written in TypeScript/JavaScript. It's 100% free and open-source with synchronization capabilities across devices.
+
+- **Repository**: https://github.com/actualbudget/actual
+- **Community Docs**: https://github.com/actualbudget/docs or https://actualbudget.org/docs
+- **License**: MIT
+- **Primary Language**: TypeScript (with React)
+- **Build System**: Yarn 4 workspaces (monorepo)
+
+## Quick Start Commands
+
+### Essential Commands (Run from Root)
+
+```bash
+# Type checking (ALWAYS run before committing)
+yarn typecheck
+
+# Linting and formatting (with auto-fix)
+yarn lint:fix
+
+# Run all tests
+yarn test
+
+# Start development server (browser)
+yarn start
+
+# Start with sync server
+yarn start:server-dev
+
+# Start desktop app development
+yarn start:desktop
+```
+
+### Important Rules
+
+- **ALWAYS run yarn commands from the root directory** - never run them in child workspaces
+- Use `yarn workspace <workspace-name> run <command>` for workspace-specific tasks
+- Tests run once and exit by default (using `vitest --run`)
+
+### Task Orchestration with Lage
+
+The project uses **[lage](https://microsoft.github.io/lage/)** (a task runner for JavaScript monorepos) to efficiently run tests and other tasks across multiple workspaces:
+
+- **Parallel execution**: Runs tests in parallel across workspaces for faster feedback
+- **Smart caching**: Caches test results to skip unchanged packages (cached in `.lage/` directory)
+- **Dependency awareness**: Understands workspace dependencies and execution order
+- **Continues on error**: Uses `--continue` flag to run all packages even if one fails
+
+**Lage Commands:**
+
+```bash
+# Run all tests across all packages
+yarn test                    # Equivalent to: lage test --continue
+
+# Run tests without cache (for debugging/CI)
+yarn test:debug              # Equivalent to: lage test --no-cache --continue
+```
+
+Configuration is in `lage.config.js` at the project root.
+
+## Architecture & Package Structure
+
+### Core Packages
+
+#### 1. **loot-core** (`packages/loot-core/`)
+
+The core application logic that runs on any platform.
+
+- Business logic, database operations, and calculations
+- Platform-agnostic code
+- Exports for both browser and node environments
+- Test commands:
+
+  ```bash
+  # Run all loot-core tests
+  yarn workspace loot-core run test
+
+  # Or run tests across all packages using lage
+  yarn test
+  ```
+
+#### 2. **desktop-client** (`packages/desktop-client/` - aliased as `@actual-app/web`)
+
+The React-based UI for web and desktop.
+
+- React components using functional programming patterns
+- E2E tests using Playwright
+- Vite for bundling
+- Commands:
+
+  ```bash
+  # Development
+  yarn workspace @actual-app/web start:browser
+
+  # Build
+  yarn workspace @actual-app/web build
+
+  # E2E tests
+  yarn workspace @actual-app/web e2e
+
+  # Visual regression tests
+  yarn workspace @actual-app/web vrt
+  ```
+
+#### 3. **desktop-electron** (`packages/desktop-electron/`)
+
+Electron wrapper for the desktop application.
+
+- Window management and native OS integration
+- E2E tests for Electron-specific features
+
+#### 4. **api** (`packages/api/` - aliased as `@actual-app/api`)
+
+Public API for programmatic access to Actual.
+
+- Node.js API
+- Designed for integrations and automation
+- Commands:
+
+  ```bash
+  # Build
+  yarn workspace @actual-app/api build
+
+  # Run tests
+  yarn workspace @actual-app/api test
+
+  # Or use lage to run all tests
+  yarn test
+  ```
+
+#### 5. **sync-server** (`packages/sync-server/` - aliased as `@actual-app/sync-server`)
+
+Synchronization server for multi-device support.
+
+- Express-based server
+- Currently transitioning to TypeScript (mostly JavaScript)
+- Commands:
+  ```bash
+  yarn workspace @actual-app/sync-server start
+  ```
+
+#### 6. **component-library** (`packages/component-library/` - aliased as `@actual-app/components`)
+
+Reusable React UI components.
+
+- Shared components like Button, Input, Menu, etc.
+- Theme system and design tokens
+- Icons (375+ icons in SVG/TSX format)
+
+#### 7. **crdt** (`packages/crdt/` - aliased as `@actual-app/crdt`)
+
+CRDT (Conflict-free Replicated Data Type) implementation for data synchronization.
+
+- Protocol buffers for serialization
+- Core sync logic
+
+#### 8. **plugins-service** (`packages/plugins-service/`)
+
+Service for handling plugins/extensions.
+
+#### 9. **eslint-plugin-actual** (`packages/eslint-plugin-actual/`)
+
+Custom ESLint rules specific to Actual.
+
+- `no-untranslated-strings`: Enforces i18n usage
+- `prefer-trans-over-t`: Prefers Trans component over t() function
+- `prefer-logger-over-console`: Enforces using logger instead of console
+- `typography`: Typography rules
+- `prefer-if-statement`: Prefers explicit if statements
+
+## Development Workflow
+
+### 1. Making Changes
+
+When implementing changes:
+
+1. Read relevant files to understand current implementation
+2. Make focused, incremental changes
+3. Run type checking: `yarn typecheck`
+4. Run linting: `yarn lint:fix`
+5. Run relevant tests
+6. Fix any linter errors that are introduced
+
+### 2. Testing Strategy
+
+**Unit Tests (Vitest)**
+
+The project uses **lage** for running tests across all workspaces efficiently.
+
+```bash
+# Run all tests across all packages (using lage)
+yarn test
+
+# Run tests without cache (for debugging)
+yarn test:debug
+
+# Run tests for a specific package
+yarn workspace loot-core run test
+
+# Run a specific test file (watch mode)
+yarn workspace loot-core run test path/to/test.test.ts
+```
+
+**E2E Tests (Playwright)**
+
+```bash
+# Run E2E tests for web
+yarn e2e
+
+# Desktop Electron E2E (includes full build)
+yarn e2e:desktop
+
+# Visual regression tests
+yarn vrt
+
+# Visual regression in Docker (consistent environment)
+yarn vrt:docker
+
+# Run E2E tests for a specific package
+yarn workspace @actual-app/web e2e
+```
+
+**Testing Best Practices:**
+
+- Minimize mocked dependencies - prefer real implementations
+- Use descriptive test names
+- Vitest globals are available: `describe`, `it`, `expect`, `beforeEach`, etc.
+- For sync-server tests, globals are explicitly defined in config
+
+### 3. Type Checking
+
+TypeScript configuration uses:
+
+- Incremental compilation
+- Strict type checking with `typescript-strict-plugin`
+- Platform-specific exports in `loot-core` (node vs browser)
+
+Always run `yarn typecheck` before committing.
+
+### 4. Internationalization (i18n)
+
+- Use `Trans` component instead of `t()` function when possible
+- All user-facing strings must be translated
+- Generate i18n files: `yarn generate:i18n`
+- Custom ESLint rules enforce translation usage
+
+## Code Style & Conventions
+
+### TypeScript Guidelines
+
+**Type Usage:**
+
+- Use TypeScript for all code
+- Prefer `type` over `interface`
+- Avoid `enum` - use objects or maps
+- Avoid `any` or `unknown` unless absolutely necessary
+- Look for existing type definitions in the codebase
+- Avoid type assertions (`as`, `!`) - prefer `satisfies`
+- Use inline type imports: `import { type MyType } from '...'`
+
+**Naming:**
+
+- Use descriptive variable names with auxiliary verbs (e.g., `isLoaded`, `hasError`)
+- Named exports for components and utilities (avoid default exports except in specific cases)
+
+**Code Structure:**
+
+- Functional and declarative programming patterns - avoid classes
+- Use the `function` keyword for pure functions
+- Prefer iteration and modularization over code duplication
+- Structure files: exported component/page, helpers, static content, types
+- Create new components in their own files
+
+**React Patterns:**
+
+- Don't use `React.FunctionComponent` or `React.FC` - type props directly
+- Don't use `React.*` patterns - use named imports instead
+- Use `<Link>` instead of `<a>` tags
+- Use custom hooks from `src/hooks` (not react-router directly):
+  - `useNavigate()` from `src/hooks` (not react-router)
+  - `useDispatch()`, `useSelector()`, `useStore()` from `src/redux` (not react-redux)
+- Avoid unstable nested components
+- Use `satisfies` for type narrowing
+
+**JSX Style:**
+
+- Declarative JSX, minimal and readable
+- Avoid unnecessary curly braces in conditionals
+- Use concise syntax for simple statements
+- Prefer explicit expressions (`condition && <Component />`)
+
+### Import Organization
+
+Imports are automatically organized by ESLint with the following order:
+
+1. React imports (first)
+2. Built-in Node.js modules
+3. External packages
+4. Actual packages (`loot-core`, `@actual-app/components` - legacy pattern `loot-design` may appear in old code)
+5. Parent imports
+6. Sibling imports
+7. Index imports
+
+Always maintain newlines between import groups.
+
+### Platform-Specific Code
+
+- Don't directly reference platform-specific imports (`.api`, `.web`, `.electron`)
+- Use conditional exports in `loot-core` for platform-specific code
+- Platform resolution happens at build time via package.json exports
+
+### Restricted Patterns
+
+**Never:**
+
+- Use `console.*` (use logger instead - enforced by ESLint)
+- Import from `uuid` without destructuring: use `import { v4 as uuidv4 } from 'uuid'`
+- Import colors directly - use theme instead
+- Import `@actual-app/web/*` in `loot-core`
+
+**Git Commands:**
+
+- Never update git config
+- Never run destructive git operations (force push, hard reset) unless explicitly requested
+- Never skip hooks (--no-verify, --no-gpg-sign)
+- Never force push to main/master
+- Never commit unless explicitly asked
+
+## File Structure Patterns
+
+### Typical Component File
+
+```typescript
+import { type ComponentType } from 'react';
+// ... other imports
+
+type MyComponentProps = {
+  // Props definition
+};
+
+export function MyComponent({ prop1, prop2 }: MyComponentProps) {
+  // Component logic
+  return (
+    // JSX
+  );
+}
+```
+
+### Test File
+
+```typescript
+import { describe, it, expect, beforeEach } from 'vitest';
+// ... imports
+
+describe('ComponentName', () => {
+  it('should behave as expected', () => {
+    // Test logic
+    expect(result).toBe(expected);
+  });
+});
+```
+
+## Important Directories & Files
+
+### Configuration Files
+
+- `/package.json` - Root workspace configuration, scripts
+- `/lage.config.js` - Lage task runner configuration
+- `/eslint.config.mjs` - ESLint configuration (flat config format)
+- `/tsconfig.json` - Root TypeScript configuration
+- `/.cursorignore`, `/.gitignore` - Ignored files
+- `/yarn.lock` - Dependency lockfile (Yarn 4)
+
+### Documentation
+
+- `/README.md` - Project overview
+- `/CONTRIBUTING.md` - Points to community docs
+- `/upcoming-release-notes/` - Release notes for next version
+- `/CODEOWNERS` - Code ownership definitions
+
+### Build Artifacts (Don't Edit)
+
+- `packages/*/lib-dist/` - Built output
+- `packages/*/dist/` - Built output
+- `packages/*/build/` - Built output
+- `packages/desktop-client/playwright-report/` - Test reports
+- `packages/desktop-client/test-results/` - Test results
+- `.lage/` - Lage task runner cache (improves test performance)
+
+### Key Source Directories
+
+- `packages/loot-core/src/client/` - Client-side core logic
+- `packages/loot-core/src/server/` - Server-side core logic
+- `packages/loot-core/src/shared/` - Shared utilities
+- `packages/loot-core/src/types/` - Type definitions
+- `packages/desktop-client/src/components/` - React components
+- `packages/desktop-client/src/hooks/` - Custom React hooks
+- `packages/desktop-client/e2e/` - End-to-end tests
+- `packages/component-library/src/` - Reusable components
+- `packages/component-library/src/icons/` - Icon components (auto-generated, don't edit)
+
+## Common Development Tasks
+
+### Running Specific Tests
+
+```bash
+# Run all tests across all packages (recommended)
+yarn test
+
+# Unit test for a specific file in loot-core (watch mode)
+yarn workspace loot-core run test src/path/to/file.test.ts
+
+# E2E test for a specific file
+yarn workspace @actual-app/web run playwright test accounts.test.ts --browser=chromium
+```
+
+### Building for Production
+
+```bash
+# Browser build
+yarn build:browser
+
+# Desktop build
+yarn build:desktop
+
+# API build
+yarn build:api
+
+# Sync server build
+yarn build:server
+```
+
+### Type Checking Specific Packages
+
+TypeScript uses project references. Run `yarn typecheck` from root to check all packages.
+
+### Debugging Tests
+
+```bash
+# Run tests in debug mode (without parallelization)
+yarn test:debug
+
+# Run specific E2E test with headed browser
+yarn workspace @actual-app/web run playwright test --headed --debug accounts.test.ts
+```
+
+### Working with Icons
+
+Icons in `packages/component-library/src/icons/` are auto-generated. Don't manually edit them.
+
+## Troubleshooting
+
+### Type Errors
+
+1. Run `yarn typecheck` to see all type errors
+2. Check if types are imported correctly
+3. Look for existing type definitions in `packages/loot-core/src/types/`
+4. Use `satisfies` instead of `as` for type narrowing
+
+### Linter Errors
+
+1. Run `yarn lint:fix` to auto-fix many issues
+2. Check ESLint output for specific rule violations
+3. Custom rules:
+   - `actual/no-untranslated-strings` - Add i18n
+   - `actual/prefer-trans-over-t` - Use Trans component
+   - `actual/prefer-logger-over-console` - Use logger
+   - Check `eslint.config.mjs` for complete rules
+
+### Test Failures
+
+1. Check if test is running in correct environment (node vs web)
+2. For Vitest: check `vitest.config.ts` or `vitest.web.config.ts`
+3. For Playwright: check `playwright.config.ts`
+4. Ensure mock minimization - prefer real implementations
+5. **Lage cache issues**: Clear cache with `rm -rf .lage` if tests behave unexpectedly
+6. **Tests continue on error**: With `--continue` flag, all packages run even if one fails
+
+### Import Resolution Issues
+
+1. Check `tsconfig.json` for path mappings
+2. Check package.json `exports` field (especially for loot-core)
+3. Verify platform-specific imports (`.web`, `.electron`, `.api`)
+4. Use absolute imports in `desktop-client` (enforced by ESLint)
+
+### Build Failures
+
+1. Clean build artifacts: `rm -rf packages/*/dist packages/*/lib-dist packages/*/build`
+2. Reinstall dependencies: `yarn install`
+3. Check Node.js version (requires >=20)
+4. Check Yarn version (requires ^4.9.1)
+
+## Testing Patterns
+
+### Unit Tests
+
+- Located alongside source files or in `__tests__` directories
+- Use `.test.ts`, `.test.tsx`, `.spec.js` extensions
+- Vitest is the test runner
+- Minimize mocking - prefer real implementations
+
+### E2E Tests
+
+- Located in `packages/desktop-client/e2e/`
+- Use Playwright test runner
+- Visual regression snapshots in `*-snapshots/` directories
+- Page models in `e2e/page-models/` for reusable page interactions
+- Mobile tests have `.mobile.test.ts` suffix
+
+### Visual Regression Tests (VRT)
+
+- Snapshots stored per test file in `*-snapshots/` directories
+- Use Docker for consistent environment: `yarn vrt:docker`
+
+## Additional Resources
+
+- **Community Documentation**: https://actualbudget.org/docs/contributing/
+- **Discord Community**: https://discord.gg/pRYNYr4W5A
+- **GitHub Issues**: https://github.com/actualbudget/actual/issues
+- **Feature Requests**: Label "needs votes" sorted by reactions
+
+## Code Quality Checklist
+
+Before committing changes, ensure:
+
+- [ ] `yarn typecheck` passes
+- [ ] `yarn lint:fix` has been run
+- [ ] Relevant tests pass
+- [ ] No new console.\* usage (use logger)
+- [ ] User-facing strings are translated
+- [ ] Prefer `type` over `interface`
+- [ ] Named exports used (not default exports)
+- [ ] Imports are properly ordered
+- [ ] Platform-specific code uses proper exports
+- [ ] No unnecessary type assertions
+
+## Pull Request Guidelines
+
+When creating pull requests:
+
+- **AI-Generated PRs**: If you create a PR using AI assistance, add the **"AI generated"** label to the pull request. This helps maintainers understand the nature of the contribution.
+
+## Performance Considerations
+
+- **Bundle Size**: Check with rollup-plugin-visualizer
+- **Type Checking**: Uses incremental compilation
+- **Testing**: Tests run in parallel by default
+- **Linting**: ESLint caches results for faster subsequent runs
+
+## Workspace Commands Reference
+
+```bash
+# List all workspaces
+yarn workspaces list
+
+# Run command in specific workspace
+yarn workspace <workspace-name> run <command>
+
+# Run command in all workspaces
+yarn workspaces foreach --all run <command>
+
+# Install production dependencies only (for server deployment)
+yarn install:server
+```
+
+## Environment Requirements
+
+- **Node.js**: >=20
+- **Yarn**: ^4.9.1 (managed by packageManager field)
+- **Browser Targets**: Electron >= 35.0, modern browsers (see browserslist)
+
+## Migration Notes
+
+The codebase is actively being migrated:
+
+- **JavaScript → TypeScript**: sync-server is in progress
+- **Classes → Functions**: Prefer functional patterns
+- **React.\* → Named Imports**: Legacy React.\* patterns being removed
+
+When working with older code, follow the newer patterns described in this guide.

CODEOWNERS

@@ -0,0 +1,10 @@
+# CODEOWNERS file for Actual Budget
+# Please add your name to code-paths that you feel especially 
+# passionate about. You will be notified for any PRs there.
+
+/packages/api/                                    @MatissJanis
+/packages/component-library/                      @MatissJanis
+/packages/desktop-client/src/components/mobile    @joel-jeremy 
+/packages/desktop-electron/                       @MikesGlitch
+/packages/loot-core/src/server/budget             @youngcw
+/packages/sync-server/                            @matt-fidd

Dockerfile

@@ -5,7 +5,7 @@
 # you are doing.
 ###################################################
 
-FROM node:18-bullseye as dev
+FROM node:22-bookworm as dev
 RUN apt-get update -y && apt-get upgrade -y && apt-get install -y openssl
 WORKDIR /app
 CMD ["sh", "./bin/docker-start"]

README.md

@@ -14,22 +14,40 @@ Want to say thanks? Click the ⭐ at the top of the page.
 
 - Actual [discord](https://discord.gg/pRYNYr4W5A) community.
 - Actual [Community Documentation](https://actualbudget.org/docs)
+- [Frequently asked questions](https://actualbudget.org/docs/faq)
 
 ## Installation
 
-If you are only interested in running the latest version and not contributing to the source code, you don't need to clone this repo. You can get the latest version through npm.
+There are four ways to deploy Actual:
 
-### The easy way: using a server (recommended)
+1. One-click deployment [via PikaPods](https://www.pikapods.com/pods?run=actual) (~1.40 $/month) - recommended for non-technical users
+1. Managed hosting [via Fly.io](https://actualbudget.org/docs/install/fly) (~1.50 $/month)
+1. Self-hosted by using [a Docker image](https://actualbudget.org/docs/install/docker)
+1. Local-only apps - [downloadable Windows, Mac and Linux apps](https://actualbudget.org/download/) you can run on your device
 
-The easiest way to get Actual running is to use the [actual-server](https://github.com/actualbudget/actual-server) project. That is the server for syncing changes across devices, and it comes with the latest version of Actual. The server will provide both the web project and a server for syncing.
+Learn more in the [installation instructions docs](https://actualbudget.org/docs/install/).
 
-You can get up and running quickly and easily by following our [Running Actual Locally Guide](https://actualbudget.org/docs/install/local)
+## Ready to Start Budgeting?
+
+Read about [Envelope budgeting](https://actualbudget.org/docs/getting-started/envelope-budgeting) to know more about the idea behind Actual Budget.
+
+### Are you new to budgeting or want to start fresh?
+
+Check out the community's [Starting Fresh](https://actualbudget.org/docs/getting-started/starting-fresh) guide so you can quickly get up and running!
+
+### Are you migrating from other budgeting apps?
+
+Check out the community's [Migration](https://actualbudget.org/docs/migration/) guide to start jumping on the Actual Budget train!
 
 ## Documentation
 
 We have a wide range of documentation on how to use Actual, this is all available in our [Community Documentation](https://actualbudget.org/docs), this includes topics on Budgeting, Account Management, Tips & Tricks and some documentation for developers.
 
-## Code structure
+## Contributing
+
+Actual is a community driven product. Learn more about [contributing to Actual](https://actualbudget.org/docs/contributing/).
+
+### Code structure
 
 The Actual app is split up into a few packages:
 
@@ -37,17 +55,29 @@ The Actual app is split up into a few packages:
 - desktop-client - The desktop UI
 - desktop-electron - The desktop app
 
-More information on the project structure is available in our [community documentation](https://actualbudget.org/docs/contributing/project-layout).
+More information on the project structure is available in our [community documentation](https://actualbudget.org/docs/contributing/project-details).
 
-## Feature Requests
+### Feature Requests
 
 Current feature requests can be seen [here](https://github.com/actualbudget/actual/issues?q=is%3Aissue+label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc).
 Vote for your favorite requests by reacting :+1: to the top comment of the request.
 
 To add new feature requests, open a new Issue of the "Feature Request" type.
 
+### Translation
+
+Make Actual Budget accessible to more people by helping with the [Internationalization](https://actualbudget.org/docs/contributing/i18n/) of Actual. We are using a crowd sourcing tool to manage the translations, see our [Weblate Project](https://hosted.weblate.org/projects/actualbudget/). Weblate proudly supports open-source software projects through their [Libre plan](https://weblate.org/en/hosting/#libre).
+
+<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

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

bin/package-browser

@@ -4,6 +4,19 @@ ROOT=`dirname $0`
 
 cd "$ROOT/.."
 
+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
+
+export NODE_OPTIONS="--max-old-space-size=4096"
+
+yarn workspace plugins-service build
 yarn workspace loot-core build:browser
 yarn workspace @actual-app/web build:browser
 

bin/package-electron

@@ -3,12 +3,11 @@
 
 ROOT=`dirname $0`
 RELEASE=""
-RELEASE_NOTES="" # TODO: figure out automation for release notes when we start publishing electron versions
 CI=${CI:-false}
 
 cd "$ROOT/.."
-
 POSITIONAL=()
+SKIP_EXE_BUILD=false
 while [[ $# -gt 0 ]]; do
   key="$1"
 
@@ -17,31 +16,39 @@ while [[ $# -gt 0 ]]; do
       RELEASE="production"
       shift
       ;;
+      --skip-exe-build)
+      SKIP_EXE_BUILD=true
+      shift
+      ;;
       *)
       POSITIONAL+=("$1")
       shift
       ;;
   esac
 done
+
 set -- "${POSITIONAL[@]}"
 
-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
+# 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 patch-package
-
-yarn rebuild-electron
+export NODE_OPTIONS="--max-old-space-size=4096"
 
+yarn workspace plugins-service build
 yarn workspace loot-core build:node
+yarn workspace @actual-app/web build --mode=desktop # electron specific build
 
-yarn workspace @actual-app/web 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
 
@@ -49,16 +56,17 @@ yarn workspace desktop-electron update-client
     cd packages/desktop-electron;
     yarn clean;
 
-    export npm_config_better_sqlite3_binary_host="https://static.actualbudget.com/prebuild/better-sqlite3"
-
-    if [ "$RELEASE" == "production" ]; then
-        if [ -f ../../.secret-tokens ]; then
-            source ../../.secret-tokens
-        fi
-        yarn build --publish always -c.releaseInfo.releaseNotes="$RELEASE_NOTES" --arm64 --x64
-
-        echo "\nCreated release with release notes \"$RELEASE_NOTES\""
+    if [ $SKIP_EXE_BUILD == true ]; then
+        echo "Building the dist"
+        yarn build:dist
+        echo "Skipping exe build"
     else
-        SKIP_NOTARIZATION=true yarn build --publish never --x64
+      if [ "$RELEASE" == "production" ]; then
+          yarn build
+
+          echo "Created release"
+      else
+          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:v1.56.0-jammy /bin/bash \
+  -c "E2E_START_URL=$E2E_START_URL yarn vrt $VRT_ARGS"

docker-compose.yml

@@ -8,9 +8,10 @@ services:
   actual-development:
     build: .
     image: actual-development
+    environment:
+      - HTTPS
     ports:
       - '3001:3001'
     volumes:
       - '.:/app'
     restart: 'no'
-

eslint.config.mjs

@@ -0,0 +1,811 @@
+import globals from 'globals';
+
+import { defineConfig } from 'eslint/config';
+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 defineConfig(
+  {
+    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/service-worker/*',
+      '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/',
+      'packages/plugins-service/dist/',
+      '.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,
+    },
+    rules: {
+      'actual/no-untranslated-strings': 'error',
+      'actual/prefer-trans-over-t': 'error',
+    },
+  },
+  {
+    files: ['**/*.{js,ts,jsx,tsx}'],
+    plugins: {
+      'jsx-a11y': pluginJSXA11y,
+      'react-hooks': pluginReactHooks,
+    },
+    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',
+      'actual/prefer-logger-over-console': 'error',
+
+      // Note: base rule explicitly disabled in favor of the TS one
+      'no-unused-vars': 'off',
+      '@typescript-eslint/no-unused-vars': [
+        'warn',
+        {
+          varsIgnorePattern: '^(_|React)',
+          argsIgnorePattern: '^(_|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}'],
+    plugins: {
+      'typescript-paths': pluginTypescriptPaths,
+    },
+    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',
+      'actual/prefer-logger-over-console': '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',
+    },
+  },
+);

lage.config.js

@@ -0,0 +1,30 @@
+/** @type {import('lage').ConfigOptions} */
+module.exports = {
+  pipeline: {
+    test: {
+      type: 'npmScript',
+      options: {
+        outputGlob: [
+          'coverage/**',
+          '**/test-results/**',
+          '**/playwright-report/**',
+        ],
+      },
+    },
+    build: {
+      type: 'npmScript',
+      cache: true,
+      options: {
+        outputGlob: ['lib-dist/**', 'dist/**', 'build/**'],
+      },
+    },
+  },
+  cacheOptions: {
+    cacheStorageConfig: {
+      provider: 'local',
+      outputGlob: ['lib-dist/**', 'dist/**', 'build/**'],
+    },
+  },
+  npmClient: 'yarn',
+  concurrency: 2,
+};

package.json

@@ -19,50 +19,91 @@
   },
   "scripts": {
     "start": "yarn start:browser",
-    "start:desktop": "npm-run-all --parallel 'start:desktop-*'",
+    "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": "npm-run-all --parallel rebuild-electron build:browser-backend build:plugins-service",
     "start:desktop-node": "yarn workspace loot-core watch:node",
     "start:desktop-client": "yarn workspace @actual-app/web watch",
+    "start:desktop-server-client": "yarn workspace @actual-app/web build:browser",
     "start:desktop-electron": "yarn workspace desktop-electron watch",
-    "start:electron": "yarn start:desktop",
-    "start:browser": "npm-run-all --parallel 'start:browser-*'",
+    "start:browser": "yarn workspace plugins-service build-dev && npm-run-all --parallel 'start:browser-*'",
+    "start:service-plugins": "yarn workspace plugins-service watch",
     "start:browser-backend": "yarn workspace loot-core watch:browser",
     "start:browser-frontend": "yarn workspace @actual-app/web start:browser",
+    "build:browser-backend": "yarn workspace loot-core build:browser",
+    "build:server": "yarn build:browser && yarn workspace @actual-app/sync-server build",
     "build:browser": "./bin/package-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",
-    "rebuild-electron": "./node_modules/.bin/electron-rebuild -f -m ./packages/loot-core",
+    "build:desktop": "./bin/package-electron",
+    "build:plugins-service": "yarn workspace plugins-service build",
+    "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": "lage test --continue",
+    "test:debug": "lage test --no-cache --continue",
+    "e2e": "yarn workspace @actual-app/web run e2e",
+    "e2e:desktop": "yarn build:desktop --skip-exe-build && yarn workspace desktop-electron e2e",
+    "playwright": "yarn workspace @actual-app/web run playwright",
+    "vrt": "yarn workspace @actual-app/web run vrt",
+    "vrt:docker": "./bin/run-vrt",
+    "rebuild-electron": "./node_modules/.bin/electron-rebuild -m ./packages/loot-core",
     "rebuild-node": "yarn workspace loot-core rebuild",
-    "lint": "eslint . --max-warnings 0",
-    "lint:verbose": "DEBUG=eslint:cli-engine eslint . --max-warnings 0",
-    "typecheck": "yarn tsc",
-    "postinstall": "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": "^7.0.3",
-    "eslint": "^8.37.0",
-    "eslint-config-react-app": "7.0.1",
-    "eslint-import-resolver-typescript": "3.5.5",
-    "eslint-plugin-import": "2.27.5",
-    "eslint-plugin-prettier": "4.2.1",
-    "eslint-plugin-react": "7.32.2",
-    "eslint-plugin-rulesdir": "^0.2.2",
-    "npm-run-all": "^4.1.3",
-    "patch-package": "^6.1.2",
-    "prettier": "2.8.2",
-    "react-refresh": "^0.14.0",
+    "@octokit/rest": "^22.0.0",
+    "@types/node": "^22.18.11",
+    "@types/prompts": "^2.4.9",
+    "@typescript-eslint/parser": "^8.46.0",
+    "cross-env": "^10.1.0",
+    "eslint": "^9.37.0",
+    "eslint-config-prettier": "^10.1.8",
+    "eslint-import-resolver-typescript": "^4.4.4",
+    "eslint-plugin-import": "^2.32.0",
+    "eslint-plugin-jsx-a11y": "^6.10.2",
+    "eslint-plugin-react": "^7.37.5",
+    "eslint-plugin-react-hooks": "^7.0.0",
+    "eslint-plugin-typescript-paths": "^0.0.33",
+    "globals": "^16.4.0",
+    "html-to-image": "^1.11.13",
+    "husky": "^9.1.7",
+    "lage": "^2.14.14",
+    "lint-staged": "^16.2.3",
+    "minimatch": "^10.0.3",
+    "node-jq": "^6.3.1",
+    "npm-run-all": "^4.1.5",
+    "p-limit": "^7.1.1",
+    "prettier": "^3.6.2",
+    "prompts": "^2.4.2",
     "source-map-support": "^0.5.21",
-    "typescript": "^5.0.2"
+    "ts-node": "^10.9.2",
+    "typescript": "^5.9.3",
+    "typescript-eslint": "^8.46.0",
+    "typescript-strict-plugin": "^2.4.4"
   },
   "resolutions": {
-    "react-error-overlay": "6.0.9"
+    "rollup": "4.40.1",
+    "socks": ">=2.8.3"
   },
   "engines": {
-    "node": ">=18.0.0"
+    "node": ">=22",
+    "yarn": "^4.9.1"
   },
-  "packageManager": "yarn@3.5.1",
+  "lint-staged": {
+    "*.{js,mjs,jsx,ts,tsx,md,json,yml}": [
+      "eslint --fix",
+      "prettier --write"
+    ]
+  },
+  "packageManager": "yarn@4.10.3",
   "browserslist": [
-    "electron 24.0",
+    "electron >= 35.0",
     "defaults"
   ]
 }

packages/api/.gitignore

@@ -1,3 +1,5 @@
 app/bundle.api.js*
+app/stats.json
 migrations
 default-db.sqlite
+mocks/budgets/**/*

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

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

packages/api/index.js

@@ -1,36 +0,0 @@
-import fetch from 'node-fetch';
-
-// eslint-disable-next-line import/extensions
-import * as bundle from './app/bundle.api.js';
-import * as injected from './injected';
-
-let actualApp;
-export const internal = bundle.lib;
-
-// DEPRECATED: remove the next line in @actual-app/api v7
-export * as methods from './methods';
-
-export * from './methods';
-export * as utils from './utils';
-
-export async function init(config = {}) {
-  if (actualApp) {
-    return;
-  }
-
-  global.fetch = fetch;
-
-  await bundle.init(config);
-  actualApp = bundle.lib;
-
-  injected.override(bundle.lib.send);
-  return bundle.lib;
-}
-
-export async function shutdown() {
-  if (actualApp) {
-    await actualApp.send('sync');
-    await actualApp.send('close-budget');
-    actualApp = null;
-  }
-}

packages/api/index.ts

@@ -0,0 +1,53 @@
+import type {
+  RequestInfo as FetchInfo,
+  RequestInit as FetchInit,
+} 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) {
+    try {
+      await actualApp.send('sync');
+    } catch (e) {
+      // most likely that no budget is loaded, so the sync failed
+    }
+    await actualApp.send('close-budget');
+    actualApp = null;
+  }
+}

packages/api/methods.js

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

packages/api/methods.test.ts

@@ -0,0 +1,861 @@
+// @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();
+  });
+});
+
+//apis: createSchedule, getSchedules, updateSchedule, deleteSchedule
+test('Schedules: successfully complete schedules operations', async () => {
+  await api.loadBudget(budgetName);
+  //test a schedule with a recuring configuration
+  const ScheduleId1 = await api.createSchedule({
+    name: 'test-schedule 1',
+    posts_transaction: true,
+    //    amount: -5000,
+    amountOp: 'is',
+    date: {
+      frequency: 'monthly',
+      interval: 1,
+      start: '2025-06-13',
+      patterns: [],
+      skipWeekend: false,
+      weekendSolveMode: 'after',
+      endMode: 'never',
+    },
+  });
+  //test the creation of non recurring schedule
+  const ScheduleId2 = await api.createSchedule({
+    name: 'test-schedule 2',
+    posts_transaction: false,
+    amount: 4000,
+    amountOp: 'is',
+    date: '2025-06-13',
+  });
+  let schedules = await api.getSchedules();
+
+  // Schedules successfully created
+  expect(schedules).toEqual(
+    expect.arrayContaining([
+      expect.objectContaining({
+        name: 'test-schedule 1',
+        posts_transaction: true,
+        //       amount: -5000,
+        amountOp: 'is',
+        date: {
+          frequency: 'monthly',
+          interval: 1,
+          start: '2025-06-13',
+          patterns: [],
+          skipWeekend: false,
+          weekendSolveMode: 'after',
+          endMode: 'never',
+        },
+      }),
+      expect.objectContaining({
+        name: 'test-schedule 2',
+        posts_transaction: false,
+        amount: 4000,
+        amountOp: 'is',
+        date: '2025-06-13',
+      }),
+    ]),
+  );
+  //check getIDByName works on schedules
+  expect(await api.getIDByName('schedules', 'test-schedule 1')).toEqual(
+    ScheduleId1,
+  );
+  expect(await api.getIDByName('schedules', 'test-schedule 2')).toEqual(
+    ScheduleId2,
+  );
+
+  //check getIDByName works on accounts
+  const schedAccountId1 = await api.createAccount(
+    { name: 'sched-test-account1', offbudget: true },
+    1000,
+  );
+
+  expect(await api.getIDByName('accounts', 'sched-test-account1')).toEqual(
+    schedAccountId1,
+  );
+
+  //check getIDByName works on payees
+  const schedPayeeId1 = await api.createPayee({ name: 'sched-test-payee1' });
+
+  expect(await api.getIDByName('payees', 'sched-test-payee1')).toEqual(
+    schedPayeeId1,
+  );
+  await api.updateSchedule(ScheduleId1, {
+    amount: -10000,
+    account: schedAccountId1,
+  });
+  await api.deleteSchedule(ScheduleId2);
+
+  // schedules successfully updated, and one of them deleted
+  await api.updateSchedule(ScheduleId1, {
+    amount: -10000,
+    account: schedAccountId1,
+    payee: schedPayeeId1,
+  });
+  await api.deleteSchedule(ScheduleId2);
+
+  schedules = await api.getSchedules();
+  expect(schedules).toEqual(
+    expect.arrayContaining([
+      expect.objectContaining({
+        id: ScheduleId1,
+        posts_transaction: true,
+        amount: -10000,
+        account: schedAccountId1,
+        payee: schedPayeeId1,
+        amountOp: 'is',
+        date: {
+          frequency: 'monthly',
+          interval: 1,
+          start: '2025-06-13',
+          patterns: [],
+          skipWeekend: false,
+          weekendSolveMode: 'after',
+          endMode: 'never',
+        },
+      }),
+      expect.not.objectContaining({ id: ScheduleId2 }),
+    ]),
+  );
+});

packages/api/methods.ts

@@ -0,0 +1,272 @@
+// @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;
+  dryRun?: boolean;
+}
+
+export function importTransactions(
+  accountId: string,
+  transactions: ImportTransactionEntity[],
+  opts: ImportTransactionsOpts = {
+    defaultCleared: true,
+    dryRun: false,
+  },
+) {
+  return send('api/transactions-import', {
+    accountId,
+    transactions,
+    isPreview: opts.dryRun,
+    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 });
+}
+
+export function createSchedule(schedule) {
+  return send('api/schedule-create', schedule);
+}
+
+export function updateSchedule(id, fields, resetNextDate?: boolean) {
+  return send('api/schedule-update', {
+    id,
+    fields,
+    resetNextDate,
+  });
+}
+
+export function deleteSchedule(scheduleId) {
+  return send('api/schedule-delete', scheduleId);
+}
+
+export function getSchedules() {
+  return send('api/schedules-get');
+}
+
+export function getIDByName(type, name) {
+  return send('api/get-id-by-name', { type, name });
+}
+
+export function getServerVersion() {
+  return send('api/get-server-version');
+}

packages/api/package.json

@@ -1,27 +1,37 @@
 {
   "name": "@actual-app/api",
-  "version": "6.1.0",
+  "version": "25.10.0",
   "license": "MIT",
   "description": "An API for Actual",
+  "engines": {
+    "node": ">=20"
+  },
   "main": "dist/index.js",
-  "types": "dist/index.d.ts",
+  "types": "@types/index.d.ts",
   "files": [
-    "dist"
+    "dist",
+    "@types"
   ],
   "scripts": {
     "build:app": "yarn workspace loot-core build:api",
-    "build:node": "tsc --p tsconfig.dist.json",
+    "build:crdt": "yarn workspace @actual-app/crdt build",
+    "build:node": "tsc --p tsconfig.dist.json && tsc-alias -p tsconfig.dist.json",
     "build:migrations": "cp migrations/*.sql dist/migrations",
     "build:default-db": "cp default-db.sqlite dist/",
-    "build": "rm -rf dist && yarn run build:app && yarn run build:node && yarn run build:migrations && yarn run build:default-db"
+    "build": "yarn run clean && yarn run build:app && yarn run build:node && yarn run build:migrations && yarn run build:default-db",
+    "test": "yarn run build:app && yarn run build:crdt && vitest --run",
+    "clean": "rm -rf dist @types"
   },
   "dependencies": {
-    "better-sqlite3": "^8.2.0",
-    "node-fetch": "^2.6.9",
-    "uuid": "^9.0.0"
+    "@actual-app/crdt": "workspace:^",
+    "better-sqlite3": "^12.4.1",
+    "compare-versions": "^6.1.1",
+    "node-fetch": "^3.3.2",
+    "uuid": "^13.0.0"
   },
   "devDependencies": {
-    "@types/uuid": "^9.0.2",
-    "typescript": "^5.0.2"
+    "tsc-alias": "^1.8.16",
+    "typescript": "^5.9.3",
+    "vitest": "^3.2.4"
   }
 }

packages/api/test.js

@@ -1,8 +0,0 @@
-import * as api from './index';
-
-async function run() {
-  let app = await api.init({ config: { dataDir: '/tmp' } });
-  await app.send('create-budget', { testMode: true });
-}
-
-run();

packages/api/tsconfig.dist.json

@@ -3,12 +3,17 @@
   "compilerOptions": {
     // Using ES2021 because that’s the newest version where
     // the latest Node 16.x release supports all of the features
-    "target": "es2021",
+    "target": "ES2021",
     "module": "CommonJS",
+    "moduleResolution": "node10",
     "noEmit": false,
     "declaration": true,
-    "outDir": "dist"
+    "outDir": "dist",
+    "declarationDir": "@types",
+    "paths": {
+      "loot-core/*": ["./@types/loot-core/src/*"]
+    }
   },
   "include": ["."],
-  "exclude": ["dist"]
+  "exclude": ["**/node_modules/*", "dist", "@types", "*.test.ts"]
 }

packages/api/utils.js

@@ -1,7 +0,0 @@
-export function amountToInteger(n) {
-  return Math.round(n * 100);
-}
-
-export function integerToAmount(n) {
-  return parseFloat((n / 100).toFixed(2));
-}

packages/api/utils.ts

@@ -0,0 +1,6 @@
+// @ts-ignore: bundle not available until we build it
+// eslint-disable-next-line import/extensions
+import * as bundle from './app/bundle.api.js';
+
+export const amountToInteger = bundle.lib.amountToInteger;
+export const integerToAmount = bundle.lib.integerToAmount;

packages/api/validateNodeVersion.js

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

packages/api/vitest.config.ts

@@ -0,0 +1,15 @@
+export default {
+  test: {
+    globals: true,
+    onConsoleLog(log: string, type: 'stdout' | 'stderr'): boolean | void {
+      // print only console.error
+      return type === 'stderr';
+    },
+    poolOptions: {
+      threads: {
+        maxThreads: 2,
+        minThreads: 1,
+      },
+    },
+  },
+};

packages/ci-actions/bin/get-next-package-version.js

@@ -0,0 +1,73 @@
+#!/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.
+
+import fs from 'node:fs';
+import { parseArgs } from 'node:util';
+
+// eslint-disable-next-line import/extensions
+import { getNextVersion } from '../src/versions/get-next-package-version.js';
+
+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'];
+  const packageJson = JSON.parse(fs.readFileSync(packageJsonPath, 'utf8'));
+  const currentVersion = packageJson.version;
+
+  let newVersion;
+  try {
+    newVersion = getNextVersion({
+      currentVersion,
+      type: values.type,
+      currentDate: new Date(),
+    });
+  } catch (e) {
+    console.error(e.message);
+    process.exit(1);
+  }
+
+  process.stdout.write(newVersion);
+
+  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);
+}

packages/ci-actions/package.json

@@ -0,0 +1,11 @@
+{
+  "name": "@actual-app/ci-actions",
+  "private": true,
+  "type": "module",
+  "devDependencies": {
+    "vitest": "^3.2.4"
+  },
+  "scripts": {
+    "test": "vitest --run"
+  }
+}

packages/ci-actions/src/versions/get-next-package-version.js

@@ -0,0 +1,72 @@
+function parseVersion(version) {
+  const [y, m, p] = version.split('.');
+  return {
+    versionYear: parseInt(y, 10),
+    versionMonth: parseInt(m, 10),
+    versionHotfix: parseInt(p, 10),
+  };
+}
+
+function computeNextMonth(versionYear, versionMonth) {
+  // 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 fullYear = nextVersionMonthDate.getFullYear();
+  const nextVersionYear = fullYear.toString().slice(fullYear < 2100 ? -2 : -3);
+  const nextVersionMonth = nextVersionMonthDate.getMonth() + 1; // Convert back to 1-indexed
+  return { nextVersionYear, nextVersionMonth };
+}
+
+// Determine logical type from 'auto' based on the current date and version
+function resolveType(type, currentDate, versionYear, versionMonth) {
+  if (type !== 'auto') return type;
+  const inPatchMonth =
+    currentDate.getFullYear() === 2000 + versionYear &&
+    currentDate.getMonth() + 1 === versionMonth;
+  if (inPatchMonth && currentDate.getDate() <= 25) return 'hotfix';
+  return 'monthly';
+}
+
+export function getNextVersion({
+  currentVersion,
+  type,
+  currentDate = new Date(),
+}) {
+  const { versionYear, versionMonth, versionHotfix } =
+    parseVersion(currentVersion);
+  const { nextVersionYear, nextVersionMonth } = computeNextMonth(
+    versionYear,
+    versionMonth,
+  );
+  const resolvedType = resolveType(
+    type,
+    currentDate,
+    versionYear,
+    versionMonth,
+  );
+
+  // Format date stamp once for nightly
+  const currentDateString = currentDate
+    .toISOString()
+    .split('T')[0]
+    .replaceAll('-', '');
+
+  switch (resolvedType) {
+    case 'nightly':
+      return `${nextVersionYear}.${nextVersionMonth}.0-nightly.${currentDateString}`;
+    case 'hotfix':
+      return `${versionYear}.${versionMonth}.${versionHotfix + 1}`;
+    case 'monthly':
+      return `${nextVersionYear}.${nextVersionMonth}.0`;
+    default:
+      throw new Error(
+        'Invalid type specified. Use “auto”, “nightly”, “hotfix”, or “monthly”.',
+      );
+  }
+}

packages/ci-actions/src/versions/get-next-package-version.test.js

@@ -0,0 +1,85 @@
+import { describe, it, expect } from 'vitest';
+
+import { getNextVersion } from './get-next-package-version';
+
+describe('getNextVersion (lib)', () => {
+  it('hotfix increments patch', () => {
+    expect(
+      getNextVersion({
+        currentVersion: '25.8.1',
+        type: 'hotfix',
+        currentDate: new Date('2025-08-10'),
+      }),
+    ).toBe('25.8.2');
+  });
+
+  it('monthly advances month same year', () => {
+    expect(
+      getNextVersion({
+        currentVersion: '25.8.3',
+        type: 'monthly',
+        currentDate: new Date('2025-08-15'),
+      }),
+    ).toBe('25.9.0');
+  });
+
+  it('monthly wraps year December -> January', () => {
+    expect(
+      getNextVersion({
+        currentVersion: '25.12.3',
+        type: 'monthly',
+        currentDate: new Date('2025-12-05'),
+      }),
+    ).toBe('26.1.0');
+  });
+
+  it('nightly format with date stamp', () => {
+    expect(
+      getNextVersion({
+        currentVersion: '25.8.1',
+        type: 'nightly',
+        currentDate: new Date('2025-08-22'),
+      }),
+    ).toBe('25.9.0-nightly.20250822');
+  });
+
+  it('auto before 25th -> hotfix', () => {
+    expect(
+      getNextVersion({
+        currentVersion: '25.8.4',
+        type: 'auto',
+        currentDate: new Date('2025-08-20'),
+      }),
+    ).toBe('25.8.5');
+  });
+
+  it('auto after 25th (same month) -> monthly', () => {
+    expect(
+      getNextVersion({
+        currentVersion: '25.8.4',
+        type: 'auto',
+        currentDate: new Date('2025-08-27'),
+      }),
+    ).toBe('25.9.0');
+  });
+
+  it('auto after 25th (next month) -> monthly', () => {
+    expect(
+      getNextVersion({
+        currentVersion: '25.8.4',
+        type: 'auto',
+        currentDate: new Date('2025-09-02'),
+      }),
+    ).toBe('25.9.0');
+  });
+
+  it('invalid type throws', () => {
+    expect(() =>
+      getNextVersion({
+        currentVersion: '25.8.4',
+        type: 'unknown',
+        currentDate: new Date('2025-08-10'),
+      }),
+    ).toThrow(/Invalid type/);
+  });
+});

packages/ci-actions/vitest.config.mts

@@ -0,0 +1,14 @@
+import { defineConfig } from 'vitest/config';
+
+export default defineConfig({
+  test: {
+    globals: true,
+    include: ['src/**/*.test.(js|jsx|ts|tsx)'],
+    environment: 'node',
+    poolOptions: {
+      threads: {
+        singleThread: true,
+      },
+    },
+  },
+});

packages/component-library/package.json

@@ -0,0 +1,59 @@
+{
+  "name": "@actual-app/components",
+  "version": "0.0.1",
+  "license": "MIT",
+  "peerDependencies": {
+    "react": ">=18.2",
+    "react-dom": ">=18.2"
+  },
+  "dependencies": {
+    "@emotion/css": "^11.13.5",
+    "react-aria-components": "^1.13.0",
+    "usehooks-ts": "^3.1.1"
+  },
+  "devDependencies": {
+    "@svgr/cli": "^8.1.0",
+    "@types/react": "^19.2.2",
+    "react": "19.2.0",
+    "react-dom": "19.2.0",
+    "vitest": "^3.2.4"
+  },
+  "exports": {
+    "./hooks/*": "./src/hooks/*.ts",
+    "./icons/logo": "./src/icons/logo/index.ts",
+    "./icons/v0": "./src/icons/v0/index.ts",
+    "./icons/v1": "./src/icons/v1/index.ts",
+    "./icons/v2": "./src/icons/v2/index.ts",
+    "./icons/AnimatedLoading": "./src/icons/AnimatedLoading.tsx",
+    "./icons/Loading": "./src/icons/Loading.tsx",
+    "./aligned-text": "./src/AlignedText.tsx",
+    "./block": "./src/Block.tsx",
+    "./button": "./src/Button.tsx",
+    "./card": "./src/Card.tsx",
+    "./form-error": "./src/FormError.tsx",
+    "./initial-focus": "./src/InitialFocus.ts",
+    "./inline-field": "./src/InlineField.tsx",
+    "./input": "./src/Input.tsx",
+    "./label": "./src/Label.tsx",
+    "./menu": "./src/Menu.tsx",
+    "./paragraph": "./src/Paragraph.tsx",
+    "./popover": "./src/Popover.tsx",
+    "./select": "./src/Select.tsx",
+    "./space-between": "./src/SpaceBetween.tsx",
+    "./stack": "./src/Stack.tsx",
+    "./styles": "./src/styles.ts",
+    "./text": "./src/Text.tsx",
+    "./text-one-line": "./src/TextOneLine.tsx",
+    "./theme": "./src/theme.ts",
+    "./tokens": "./src/tokens.ts",
+    "./toggle": "./src/Toggle.tsx",
+    "./tooltip": "./src/Tooltip.tsx",
+    "./view": "./src/View.tsx",
+    "./color-picker": "./src/ColorPicker.tsx"
+  },
+  "scripts": {
+    "generate:icons": "rm src/icons/*/*.tsx; cd src/icons && svgr --template template.ts --index-template index-template.ts --typescript --expand-props start -d . .",
+    "test": "npm-run-all -cp 'test:*'",
+    "test:web": "ENV=web vitest --run -c vitest.web.config.ts"
+  }
+}

packages/component-library/src/AlignedText.tsx

@@ -0,0 +1,55 @@
+import { type ComponentProps, type ReactNode, type CSSProperties } from 'react';
+
+import { Block } from './Block';
+import { View } from './View';
+
+type AlignedTextProps = ComponentProps<typeof View> & {
+  left: ReactNode;
+  right: ReactNode;
+  style?: CSSProperties;
+  leftStyle?: CSSProperties;
+  rightStyle?: CSSProperties;
+  truncate?: 'left' | 'right';
+};
+export function AlignedText({
+  left,
+  right,
+  style,
+  leftStyle,
+  rightStyle,
+  truncate = 'left',
+  ...nativeProps
+}: AlignedTextProps) {
+  const truncateStyle: CSSProperties = {
+    textOverflow: 'ellipsis',
+    whiteSpace: 'nowrap',
+    overflow: 'hidden',
+  };
+
+  return (
+    <View
+      style={{ flexDirection: 'row', alignItems: 'center', ...style }}
+      {...nativeProps}
+    >
+      <Block
+        style={{
+          marginRight: 10,
+          ...(truncate === 'left' && truncateStyle),
+          ...leftStyle,
+        }}
+      >
+        {left}
+      </Block>
+      <Block
+        style={{
+          flex: 1,
+          textAlign: 'right',
+          ...(truncate === 'right' && truncateStyle),
+          ...rightStyle,
+        }}
+      >
+        {right}
+      </Block>
+    </View>
+  );
+}

packages/component-library/src/Block.tsx

@@ -0,0 +1,17 @@
+import { type HTMLProps, type Ref } from 'react';
+
+import { css, cx } from '@emotion/css';
+
+import { type CSSProperties } from './styles';
+
+type BlockProps = HTMLProps<HTMLDivElement> & {
+  innerRef?: Ref<HTMLDivElement>;
+  style?: CSSProperties;
+};
+
+export function Block(props: BlockProps) {
+  const { className = '', style, innerRef, ...restProps } = props;
+  return (
+    <div {...restProps} ref={innerRef} className={cx(className, css(style))} />
+  );
+}

packages/component-library/src/Button.tsx

@@ -0,0 +1,235 @@
+import React, {
+  forwardRef,
+  useMemo,
+  type ComponentPropsWithoutRef,
+  type ReactNode,
+  type CSSProperties,
+} from 'react';
+import { Button as ReactAriaButton } from 'react-aria-components';
+
+import { css, cx } from '@emotion/css';
+
+import { AnimatedLoading } from './icons/AnimatedLoading';
+import { styles } from './styles';
+import { theme } from './theme';
+import { View } from './View';
+
+const backgroundColor: {
+  [key in ButtonVariant | `${ButtonVariant}Disabled`]?: string;
+} = {
+  normal: theme.buttonNormalBackground,
+  normalDisabled: theme.buttonNormalDisabledBackground,
+  primary: theme.buttonPrimaryBackground,
+  primaryDisabled: theme.buttonPrimaryDisabledBackground,
+  bare: theme.buttonBareBackground,
+  bareDisabled: theme.buttonBareDisabledBackground,
+  menu: theme.buttonMenuBackground,
+  menuSelected: theme.buttonMenuSelectedBackground,
+};
+
+const backgroundColorHover: Record<
+  ButtonVariant | `${ButtonVariant}Disabled`,
+  CSSProperties['backgroundColor']
+> = {
+  normal: theme.buttonNormalBackgroundHover,
+  primary: theme.buttonPrimaryBackgroundHover,
+  bare: theme.buttonBareBackgroundHover,
+  menu: theme.buttonMenuBackgroundHover,
+  menuSelected: theme.buttonMenuSelectedBackgroundHover,
+  normalDisabled: 'transparent',
+  primaryDisabled: 'transparent',
+  bareDisabled: 'transparent',
+  menuDisabled: 'transparent',
+  menuSelectedDisabled: 'transparent',
+};
+
+const borderColor: {
+  [key in
+    | ButtonVariant
+    | `${ButtonVariant}Disabled`]?: CSSProperties['borderColor'];
+} = {
+  normal: theme.buttonNormalBorder,
+  normalDisabled: theme.buttonNormalDisabledBorder,
+  primary: theme.buttonPrimaryBorder,
+  primaryDisabled: theme.buttonPrimaryDisabledBorder,
+  menu: theme.buttonMenuBorder,
+  menuSelected: theme.buttonMenuSelectedBorder,
+};
+
+const textColor: {
+  [key in ButtonVariant | `${ButtonVariant}Disabled`]?: CSSProperties['color'];
+} = {
+  normal: theme.buttonNormalText,
+  normalDisabled: theme.buttonNormalDisabledText,
+  primary: theme.buttonPrimaryText,
+  primaryDisabled: theme.buttonPrimaryDisabledText,
+  bare: theme.buttonBareText,
+  bareDisabled: theme.buttonBareDisabledText,
+  menu: theme.buttonMenuText,
+  menuSelected: theme.buttonMenuSelectedText,
+};
+
+const textColorHover: {
+  [key in ButtonVariant]?: string;
+} = {
+  normal: theme.buttonNormalTextHover,
+  primary: theme.buttonPrimaryTextHover,
+  bare: theme.buttonBareTextHover,
+  menu: theme.buttonMenuTextHover,
+  menuSelected: theme.buttonMenuSelectedTextHover,
+};
+
+const _getBorder = (
+  variant: ButtonVariant,
+  variantWithDisabled: keyof typeof borderColor,
+): string => {
+  switch (variant) {
+    case 'bare':
+      return 'none';
+
+    default:
+      return '1px solid ' + borderColor[variantWithDisabled];
+  }
+};
+
+const _getPadding = (variant: ButtonVariant): string => {
+  switch (variant) {
+    case 'bare':
+      return '5px';
+    default:
+      return '5px 10px';
+  }
+};
+
+const _getHoveredStyles = (variant: ButtonVariant): CSSProperties => ({
+  ...(variant !== 'bare' && styles.shadow),
+  backgroundColor: backgroundColorHover[variant],
+  color: textColorHover[variant],
+  cursor: 'pointer',
+});
+
+const _getActiveStyles = (
+  variant: ButtonVariant,
+  bounce: boolean,
+): CSSProperties => {
+  switch (variant) {
+    case 'bare':
+      return { backgroundColor: theme.buttonBareBackgroundActive };
+    default:
+      return {
+        transform: bounce ? 'translateY(1px)' : undefined,
+        boxShadow: `0 1px 4px 0 ${
+          variant === 'primary'
+            ? theme.buttonPrimaryShadow
+            : theme.buttonNormalShadow
+        }`,
+        transition: 'none',
+      };
+  }
+};
+
+type ButtonProps = ComponentPropsWithoutRef<typeof ReactAriaButton> & {
+  variant?: ButtonVariant;
+  bounce?: boolean;
+  children?: ReactNode;
+};
+
+type ButtonVariant = 'normal' | 'primary' | 'bare' | 'menu' | 'menuSelected';
+
+export const Button = forwardRef<HTMLButtonElement, ButtonProps>(
+  (props, ref) => {
+    const { children, variant = 'normal', bounce = true, ...restProps } = props;
+
+    const variantWithDisabled: ButtonVariant | `${ButtonVariant}Disabled` =
+      props.isDisabled ? `${variant}Disabled` : variant;
+
+    const defaultButtonClassName: string = useMemo(
+      () =>
+        css({
+          alignItems: 'center',
+          justifyContent: 'center',
+          flexShrink: 0,
+          padding: _getPadding(variant),
+          margin: 0,
+          overflow: 'hidden',
+          display: 'flex',
+          borderRadius: 4,
+          backgroundColor: backgroundColor[variantWithDisabled],
+          border: _getBorder(variant, variantWithDisabled),
+          color: textColor[variantWithDisabled],
+          transition: 'box-shadow .25s',
+          WebkitAppRegion: 'no-drag',
+          ...styles.smallText,
+          '&[data-hovered]': _getHoveredStyles(variant),
+          '&[data-pressed]': _getActiveStyles(variant, bounce),
+        }),
+      [bounce, variant, variantWithDisabled],
+    );
+
+    const className = restProps.className;
+
+    return (
+      <ReactAriaButton
+        ref={ref}
+        {...restProps}
+        className={
+          typeof className === 'function'
+            ? renderProps => cx(defaultButtonClassName, className(renderProps))
+            : cx(defaultButtonClassName, className)
+        }
+      >
+        {children}
+      </ReactAriaButton>
+    );
+  },
+);
+
+Button.displayName = 'Button';
+
+type ButtonWithLoadingProps = ButtonProps & {
+  isLoading?: boolean;
+};
+
+export const ButtonWithLoading = forwardRef<
+  HTMLButtonElement,
+  ButtonWithLoadingProps
+>((props, ref) => {
+  const { isLoading, children, style, ...buttonProps } = props;
+  return (
+    <Button
+      {...buttonProps}
+      ref={ref}
+      style={buttonRenderProps => ({
+        position: 'relative',
+        ...(typeof style === 'function' ? style(buttonRenderProps) : style),
+      })}
+    >
+      {isLoading && (
+        <View
+          style={{
+            position: 'absolute',
+            top: 0,
+            left: 0,
+            right: 0,
+            bottom: 0,
+            alignItems: 'center',
+            justifyContent: 'center',
+          }}
+        >
+          <AnimatedLoading style={{ width: 20, height: 20 }} />
+        </View>
+      )}
+      <View
+        style={{
+          opacity: isLoading ? 0 : 1,
+          flexDirection: 'row',
+          alignItems: 'center',
+        }}
+      >
+        {children}
+      </View>
+    </Button>
+  );
+});
+
+ButtonWithLoading.displayName = 'ButtonWithLoading';

packages/component-library/src/Card.tsx

@@ -0,0 +1,38 @@
+import { type ComponentProps, forwardRef } from 'react';
+
+import { theme } from './theme';
+import { View } from './View';
+
+type CardProps = ComponentProps<typeof View>;
+
+export const Card = forwardRef<HTMLDivElement, CardProps>(
+  ({ children, ...props }, ref) => {
+    return (
+      <View
+        {...props}
+        ref={ref}
+        style={{
+          marginTop: 15,
+          marginLeft: 5,
+          marginRight: 5,
+          borderRadius: 6,
+          backgroundColor: theme.cardBackground,
+          borderColor: theme.cardBorder,
+          boxShadow: '0 1px 2px #9594A8',
+          ...props.style,
+        }}
+      >
+        <View
+          style={{
+            borderRadius: 6,
+            overflow: 'hidden',
+          }}
+        >
+          {children}
+        </View>
+      </View>
+    );
+  },
+);
+
+Card.displayName = 'Card';

packages/component-library/src/ColorPicker.tsx

@@ -0,0 +1,180 @@
+import { ChangeEvent, ReactNode } from 'react';
+import {
+  ColorPicker as AriaColorPicker,
+  ColorPickerProps as AriaColorPickerProps,
+  Dialog,
+  DialogTrigger,
+  ColorSwatch as AriaColorSwatch,
+  ColorSwatchProps,
+  ColorSwatchPicker as AriaColorSwatchPicker,
+  ColorSwatchPickerItem,
+  ColorField,
+  parseColor,
+} from 'react-aria-components';
+
+import { css } from '@emotion/css';
+
+import { Input } from './Input';
+import { Popover } from './Popover';
+
+function ColorSwatch(props: ColorSwatchProps) {
+  return (
+    <AriaColorSwatch
+      {...props}
+      style={({ color }) => ({
+        background: color.toString('hex'),
+        width: '32px',
+        height: '32px',
+        borderRadius: '4px',
+        boxShadow: 'inset 0 0 0 1px rgba(0, 0, 0, 0.1)',
+      })}
+    />
+  );
+}
+
+// colors from https://materialui.co/colors
+const DEFAULT_COLOR_SET = [
+  '#690CB0',
+  '#D32F2F',
+  '#C2185B',
+  '#7B1FA2',
+  '#512DA8',
+  '#303F9F',
+  '#1976D2',
+  '#0288D1',
+  '#0097A7',
+  '#00796B',
+  '#388E3C',
+  '#689F38',
+  '#AFB42B',
+  '#FBC02D',
+  '#FFA000',
+  '#F57C00',
+  '#E64A19',
+  '#5D4037',
+  '#616161',
+  '#455A64',
+];
+
+interface ColorSwatchPickerProps {
+  columns?: number;
+  colorset?: string[];
+}
+
+function ColorSwatchPicker({
+  columns = 5,
+  colorset = DEFAULT_COLOR_SET,
+}: ColorSwatchPickerProps) {
+  const pickers = [];
+
+  for (let l = 0; l < colorset.length / columns; l++) {
+    const pickerItems = [];
+
+    for (let c = 0; c < columns; c++) {
+      const color = colorset[columns * l + c];
+      if (!color) {
+        break;
+      }
+
+      pickerItems.push(
+        <ColorSwatchPickerItem
+          key={color}
+          color={color}
+          className={css({
+            position: 'relative',
+            outline: 'none',
+            borderRadius: '4px',
+            width: 'fit-content',
+            forcedColorAdjust: 'none',
+            cursor: 'pointer',
+
+            '&[data-selected]::after': {
+              // eslint-disable-next-line actual/typography
+              content: '""',
+              position: 'absolute',
+              inset: 0,
+              border: '2px solid black',
+              outline: '2px solid white',
+              outlineOffset: '-4px',
+              borderRadius: 'inherit',
+            },
+          })}
+        >
+          <ColorSwatch />
+        </ColorSwatchPickerItem>,
+      );
+    }
+
+    pickers.push(
+      <AriaColorSwatchPicker
+        key={`colorset-${l}`}
+        style={{
+          display: 'flex',
+          gap: '8px',
+          flexWrap: 'wrap',
+        }}
+      >
+        {pickerItems}
+      </AriaColorSwatchPicker>,
+    );
+  }
+
+  return pickers;
+}
+const isColor = (value: string) => /^#[0-9a-fA-F]{6}$/.test(value);
+
+interface ColorPickerProps extends AriaColorPickerProps {
+  children?: ReactNode;
+  columns?: number;
+  colorset?: string[];
+}
+
+export function ColorPicker({
+  children,
+  columns,
+  colorset,
+  ...props
+}: ColorPickerProps) {
+  const onInput = (value: string) => {
+    if (!isColor(value)) {
+      return;
+    }
+
+    const color = parseColor(value);
+    if (color) {
+      props.onChange?.(color);
+    }
+  };
+
+  return (
+    <AriaColorPicker defaultValue={props.defaultValue ?? '#690CB0'} {...props}>
+      <DialogTrigger>
+        {children}
+        <Popover>
+          <Dialog
+            style={{
+              outline: 'none',
+              padding: '15px',
+              display: 'flex',
+              flexDirection: 'column',
+              gap: '8px',
+              minWidth: '192px',
+              maxHeight: 'inherit',
+              boxSizing: 'border-box',
+              overflow: 'auto',
+            }}
+          >
+            <ColorSwatchPicker columns={columns} colorset={colorset} />
+            <ColorField
+              onInput={({ target: { value } }: ChangeEvent<HTMLInputElement>) =>
+                onInput(value)
+              }
+            >
+              <Input placeholder="#RRGGBB" style={{ width: '100px' }} />
+            </ColorField>
+          </Dialog>
+        </Popover>
+      </DialogTrigger>
+    </AriaColorPicker>
+  );
+}

packages/component-library/src/FormError.tsx

@@ -0,0 +1,14 @@
+import { type ReactNode, type CSSProperties } from 'react';
+
+import { View } from './View';
+
+type FormErrorProps = {
+  style?: CSSProperties;
+  children?: ReactNode;
+};
+
+export function FormError({ style, children }: FormErrorProps) {
+  return (
+    <View style={{ color: 'red', fontSize: 13, ...style }}>{children}</View>
+  );
+}

packages/component-library/src/InitialFocus.ts

@@ -0,0 +1,59 @@
+import {
+  Children,
+  cloneElement,
+  isValidElement,
+  type ReactElement,
+  Ref,
+  useEffect,
+  useRef,
+} from 'react';
+
+type InitialFocusProps<T extends HTMLElement> = {
+  /**
+   * The child element to focus when the component mounts. This can be either a single React element or a function that returns a React element.
+   */
+  children: ReactElement<{ ref: Ref<T> }> | ((ref: Ref<T>) => ReactElement);
+};
+
+/**
+ * InitialFocus sets focus on its child element
+ * when it mounts.
+ * @param {Object} props - The component props.
+ * @param {ReactElement | function} props.children - A single React element or a function that returns a React element.
+ */
+export function InitialFocus<T extends HTMLElement = HTMLElement>({
+  children,
+}: InitialFocusProps<T>) {
+  const ref = useRef<T | null>(null);
+
+  useEffect(() => {
+    if (ref.current) {
+      // This is needed to avoid a strange interaction with
+      // `ScopeTab`, which doesn't allow it to be focused at first for
+      // some reason. Need to look into it.
+      setTimeout(() => {
+        if (ref.current) {
+          ref.current.focus();
+          if (
+            ref.current instanceof HTMLInputElement ||
+            ref.current instanceof HTMLTextAreaElement
+          ) {
+            ref.current.setSelectionRange(0, 10000);
+          }
+        }
+      }, 0);
+    }
+  }, []);
+
+  if (typeof children === 'function') {
+    return children(ref);
+  }
+
+  const child = Children.only(children);
+  if (isValidElement(child)) {
+    return cloneElement(child, { ref });
+  }
+  throw new Error(
+    'InitialFocus expects a single valid React element as its child.',
+  );
+}

packages/component-library/src/InitialFocus.web.test.tsx

@@ -0,0 +1,117 @@
+import * as React from 'react';
+import { forwardRef, Ref } from 'react';
+
+import { render } from '@testing-library/react';
+
+import { InitialFocus } from './InitialFocus';
+import { View } from './View';
+
+describe('InitialFocus', () => {
+  it('should focus a text input', async () => {
+    const component = render(
+      <View>
+        <InitialFocus>
+          <input type="text" title="focused" />
+        </InitialFocus>
+        <input type="text" title="unfocused" />
+      </View>,
+    );
+
+    // This is needed bc of the `setTimeout` in the `InitialFocus` component.
+    await new Promise(resolve => setTimeout(resolve, 0));
+
+    const input = component.getByTitle('focused') as HTMLInputElement;
+    const unfocusedInput = component.getByTitle(
+      'unfocused',
+    ) as HTMLInputElement;
+    expect(document.activeElement).toBe(input);
+    expect(document.activeElement).not.toBe(unfocusedInput);
+  });
+
+  it('should focus a textarea', async () => {
+    const component = render(
+      <View>
+        <InitialFocus>
+          <textarea title="focused" />
+        </InitialFocus>
+        <textarea title="unfocused" />
+      </View>,
+    );
+
+    // This is needed bc of the `setTimeout` in the `InitialFocus` component.
+    await new Promise(resolve => setTimeout(resolve, 0));
+
+    const textarea = component.getByTitle('focused') as HTMLTextAreaElement;
+    const unfocusedTextarea = component.getByTitle(
+      'unfocused',
+    ) as HTMLTextAreaElement;
+    expect(document.activeElement).toBe(textarea);
+    expect(document.activeElement).not.toBe(unfocusedTextarea);
+  });
+
+  it('should select text in an input', async () => {
+    const component = render(
+      <View>
+        <InitialFocus>
+          <input type="text" title="focused" defaultValue="Hello World" />
+        </InitialFocus>
+        <input type="text" title="unfocused" />
+      </View>,
+    );
+
+    // This is needed bc of the `setTimeout` in the `InitialFocus` component.
+    await new Promise(resolve => setTimeout(resolve, 0));
+
+    const input = component.getByTitle('focused') as HTMLInputElement;
+    expect(document.activeElement).toBe(input);
+    expect(input.selectionStart).toBe(0);
+    expect(input.selectionEnd).toBe(11); // Length of "Hello World"
+  });
+
+  it('should focus a button', async () => {
+    const component = render(
+      <View>
+        <InitialFocus>
+          <button title="focused">Click me</button>
+        </InitialFocus>
+        <button title="unfocused">Do not click me</button>
+      </View>,
+    );
+
+    // This is needed bc of the `setTimeout` in the `InitialFocus` component.
+    await new Promise(resolve => setTimeout(resolve, 0));
+
+    const button = component.getByTitle('focused') as HTMLButtonElement;
+    const unfocusedButton = component.getByTitle(
+      'unfocused',
+    ) as HTMLButtonElement;
+    expect(document.activeElement).toBe(button);
+    expect(document.activeElement).not.toBe(unfocusedButton);
+  });
+
+  it('should focus a custom component with ref forwarding', async () => {
+    const CustomInput = forwardRef<HTMLInputElement>((props, ref) => (
+      <input type="text" ref={ref} {...props} title="focused" />
+    ));
+    CustomInput.displayName = 'CustomInput';
+
+    const component = render(
+      <View>
+        <InitialFocus>
+          {node => <CustomInput ref={node as Ref<HTMLInputElement>} />}
+        </InitialFocus>
+        <input type="text" title="unfocused" />
+      </View>,
+    );
+
+    // This is needed bc of the `setTimeout` in the `InitialFocus` component.
+    await new Promise(resolve => setTimeout(resolve, 0));
+
+    const input = component.getByTitle('focused') as HTMLInputElement;
+    const unfocusedInput = component.getByTitle(
+      'unfocused',
+    ) as HTMLInputElement;
+    expect(document.activeElement).toBe(input);
+    expect(document.activeElement).not.toBe(unfocusedInput);
+  });
+});