yarn install

* fix database insertion

* dbMonth format

* release note

.eslintignore

@@ -1,16 +1,19 @@
 packages/api/app/bundle.api.js
 packages/api/dist
+packages/api/@types
 packages/api/migrations
 
 packages/crdt/dist
 
 packages/desktop-client/bundle.browser.js
 packages/desktop-client/build/
+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/src/icons/**/*
+packages/desktop-client/test-results/
 
 packages/desktop-electron/client-build/
 packages/desktop-electron/dist/
@@ -22,7 +25,3 @@ packages/import-ynab5/**/node_modules/*
 packages/loot-core/**/node_modules/*
 packages/loot-core/**/lib-dist/*
 packages/loot-core/**/proto/*
-
-packages/node-libofx/libofx.*.js
-packages/node-libofx/libofx/
-packages/node-libofx/OpenSP-*/

.eslintrc.js

@@ -25,61 +25,97 @@ const restrictedImportPatterns = [
   },
 ];
 
+const restrictedImportColors = [
+  {
+    group: ['**/style', '**/colors'],
+    importNames: ['colors'],
+    message: 'Please use themes instead of colors',
+  },
+];
+
 module.exports = {
   plugins: ['prettier', 'import', 'rulesdir', '@typescript-eslint'],
-  extends: ['react-app', 'plugin:@typescript-eslint/recommended'],
+  extends: [
+    'react-app',
+    'plugin:react/recommended',
+    'plugin:prettier/recommended',
+    'plugin:@typescript-eslint/recommended',
+    'plugin:import/typescript',
+  ],
   parser: '@typescript-eslint/parser',
   parserOptions: { project: [path.join(__dirname, './tsconfig.json')] },
   reportUnusedDisableDirectives: true,
+  globals: {
+    globalThis: false,
+    vi: true,
+  },
   rules: {
-    'prettier/prettier': 'error',
+    'prettier/prettier': 'warn',
+
+    // Note: base rule explicitly disabled in favor of the TS one
     'no-unused-vars': 'off',
     '@typescript-eslint/no-unused-vars': [
-      'error',
+      'warn',
       {
-        args: 'none',
         varsIgnorePattern: '^_',
         ignoreRestSiblings: true,
       },
     ],
 
-    curly: ['error', 'multi-line', 'consistent'],
+    curly: ['warn', 'multi-line', 'consistent'],
 
-    'no-restricted-globals': ['error'].concat(
+    'no-restricted-globals': ['warn'].concat(
       require('confusing-browser-globals').filter(g => g !== 'self'),
     ),
 
-    'react/jsx-no-useless-fragment': 'error',
-    'react/self-closing-comp': 'error',
+    'react/jsx-filename-extension': [
+      'warn',
+      { extensions: ['.jsx', '.tsx'], allow: 'as-needed' },
+    ],
+    'react/jsx-no-useless-fragment': 'warn',
+    'react/self-closing-comp': 'warn',
+    'react/no-unstable-nested-components': [
+      'warn',
+      { allowAsProps: true, customValidators: ['formatter'] },
+    ],
 
-    'rulesdir/typography': 'error',
-    'rulesdir/prefer-if-statement': 'error',
+    'rulesdir/typography': 'warn',
+    'rulesdir/prefer-if-statement': 'warn',
 
     // https://github.com/eslint/eslint/issues/16954
     // https://github.com/eslint/eslint/issues/16953
     'no-loop-func': 'off',
 
+    // Do don't need this as we're using TypeScript
+    'react/prop-types': 'off',
+
     // TODO: re-enable these rules
     'react-hooks/exhaustive-deps': 'off',
+    'react/display-name': 'off',
+    'react/react-in-jsx-scope': 'off',
     // 'react-hooks/exhaustive-deps': [
-    //   'error',
+    //   'warn',
     //   {
     //     additionalHooks: 'useLiveQuery',
     //   },
     // ],
 
+    'no-var': 'warn',
+    'react/jsx-curly-brace-presence': 'warn',
+    'object-shorthand': ['warn', 'properties'],
+
     'import/extensions': [
-      'error',
+      'warn',
       'never',
       {
         json: 'always',
       },
     ],
-    'import/no-useless-path-segments': 'error',
-    'import/no-duplicates': ['error', { 'prefer-inline': true }],
-    'import/no-unused-modules': ['error', { unusedExports: true }],
+    'import/no-useless-path-segments': 'warn',
+    'import/no-duplicates': ['warn', { 'prefer-inline': true }],
+    'import/no-unused-modules': ['warn', { unusedExports: true }],
     'import/order': [
-      'error',
+      'warn',
       {
         alphabetize: {
           caseInsensitive: true,
@@ -108,7 +144,7 @@ module.exports = {
     ],
 
     'no-restricted-syntax': [
-      'error',
+      'warn',
       {
         // forbid React.* as they are legacy https://twitter.com/dan_abramov/status/1308739731551858689
         selector:
@@ -123,13 +159,22 @@ module.exports = {
           'Using <a> is discouraged, please use <LinkButton> or <ExternalLink> instead.',
       },
     ],
-    'no-restricted-imports': ['error', { patterns: restrictedImportPatterns }],
+    'no-restricted-imports': [
+      'warn',
+      { patterns: [...restrictedImportPatterns, ...restrictedImportColors] },
+    ],
+
+    '@typescript-eslint/ban-ts-comment': [
+      'error',
+      { 'ts-ignore': 'allow-with-description' },
+    ],
 
     // Rules disable during TS migration
     '@typescript-eslint/no-var-requires': 'off',
-    'prefer-const': 'off',
+    'prefer-const': 'warn',
     'prefer-spread': 'off',
     '@typescript-eslint/no-empty-function': 'off',
+    'import/no-default-export': 'warn',
   },
   overrides: [
     {
@@ -146,14 +191,14 @@ module.exports = {
       ],
       rules: {
         // enforce type over interface
-        '@typescript-eslint/consistent-type-definitions': ['error', 'type'],
+        '@typescript-eslint/consistent-type-definitions': ['warn', 'type'],
         // enforce import type
         '@typescript-eslint/consistent-type-imports': [
-          'error',
+          'warn',
           { prefer: 'type-imports', fixStyle: 'inline-type-imports' },
         ],
         '@typescript-eslint/ban-types': [
-          'error',
+          'warn',
           {
             types: {
               // forbid FC as superflous
@@ -165,11 +210,31 @@ module.exports = {
         ],
       },
     },
+    {
+      files: ['./packages/desktop-client/**/*'],
+      excludedFiles: [
+        './packages/desktop-client/src/hooks/useNavigate.{ts,tsx}',
+      ],
+      rules: {
+        'no-restricted-imports': [
+          'warn',
+          {
+            patterns: [
+              {
+                group: ['react-router-dom'],
+                importNames: ['useNavigate'],
+                message: 'Please use Actual’s useNavigate() hook instead.',
+              },
+            ],
+          },
+        ],
+      },
+    },
     {
       files: ['./packages/loot-core/src/**/*'],
       rules: {
         'no-restricted-imports': [
-          'error',
+          'warn',
           {
             patterns: [
               ...restrictedImportPatterns,
@@ -194,11 +259,26 @@ module.exports = {
       ],
       rules: { 'import/no-unused-modules': 'off' },
     },
+    {
+      files: [
+        './packages/desktop-client/src/style/index.*',
+        './packages/desktop-client/src/style/palette.*',
+      ],
+      rules: {
+        'no-restricted-imports': ['off', { patterns: restrictedImportColors }],
+      },
+    },
+    {
+      files: [
+        './packages/api/migrations/*',
+        './packages/loot-core/migrations/*',
+      ],
+      rules: {
+        'import/no-default-export': '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

@@ -18,6 +18,18 @@ body:
           required: true
     validations:
       required: true
+  - type: checkboxes
+    id: bank-sync-issue
+    attributes:
+      label: 'Is this related to GoCardless, Simplefin or another bank-sync provider?'
+      description: 'Most issues with bank-sync providers are due to a lack of a custom bank-mapper (i.e. payee or other fields not coming through). In such cases you can create a custom bank mapper in [actual-server](https://github.com/actualbudget/actual-server/blob/master/src/app-gocardless/README.md) repository. Other likely issue is misconfigured server - in which case please reach out via the [community Discord](https://discord.gg/pRYNYr4W5A) to get support.'
+      options:
+        - label: 'I have checked my server logs and could not see any errors there'
+        - label: 'I will be attaching my server logs to this issue'
+        - label: 'I will be attaching my client-side (browser) logs to this issue'
+        - label: 'I understand that this issue will be automatically closed if insufficient information is provided'
+    validations:
+      required: false
   - type: textarea
     id: what-happened
     attributes:

.github/ISSUE_TEMPLATE/config.yml

@@ -1 +1,5 @@
 blank_issues_enabled: false
+contact_links:
+  - name: Support
+    url: https://discord.gg/pRYNYr4W5A
+    about: Need help with something? Perhaps having issues setting up bank-sync with GoCardless or SimpleFin? Reach out to the community on Discord.

.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/workflows/build.yml

@@ -15,7 +15,7 @@ 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:
   api:

.github/workflows/check.yml

@@ -8,7 +8,7 @@ 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:
   lint:

.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:

.github/workflows/e2e-test.yml

@@ -10,25 +10,56 @@ 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
       - 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:v1.41.1-jammy
+    steps:
+      - uses: actions/checkout@v3
+      - name: Set up environment
+        uses: ./.github/actions/setup
       - name: Run E2E Tests on Netlify URL
         run: yarn e2e
         env:
-          E2E_START_URL: ${{ steps.netlify.outputs.url }}
+          E2E_START_URL: ${{ needs.netlify.outputs.netlify_url }}
+      - uses: actions/upload-artifact@v3
+        if: always()
+        with:
+          name: desktop-client-test-results
+          path: packages/desktop-client/test-results/
+          retention-days: 30
+  vrt:
+    name: Visual regression
+    needs: netlify
+    runs-on: ubuntu-latest
+    container:
+      image: mcr.microsoft.com/playwright:v1.41.1-jammy
+    steps:
+      - uses: actions/checkout@v3
+      - name: Set up environment
+        uses: ./.github/actions/setup
+      - name: Run VRT Tests on Netlify URL
+        run: yarn vrt
+        env:
+          E2E_START_URL: ${{ needs.netlify.outputs.netlify_url }}
       - uses: actions/upload-artifact@v3
         if: always()
         with:

.github/workflows/electron-master.yml

@@ -0,0 +1,50 @@
+name: Electron
+
+defaults:
+  run:
+    shell: bash
+
+env:
+  CI: true
+
+on:
+  push:
+    branches:
+      - master
+
+concurrency:
+  group: ${{ github.workflow }}-${{ github.ref }}
+  cancel-in-progress: false
+
+jobs:
+  build:
+    strategy:
+      matrix:
+        os:
+          - ubuntu-latest
+          - windows-latest
+          - macos-latest
+    runs-on: ${{ matrix.os }}
+    steps:
+      - uses: actions/checkout@v3
+      - if: ${{ startsWith(matrix.os, 'windows') }}
+        run: pip.exe install setuptools
+      - if: ${{ ! startsWith(matrix.os, 'windows') }}
+        run: python3 -m pip install setuptools
+      - name: Set up environment
+        uses: ./.github/actions/setup
+      - name: Build Electron
+        run: ./bin/package-electron
+        env:
+          CSC_KEY_PASSWORD: ${{ secrets.CSC_KEY_PASSWORD }}
+          CSC_LINK: ${{ secrets.CSC_LINK }}
+          APPLE_ID: ${{ secrets.APPLE_ID }}
+          APPLE_APP_SPECIFIC_PASSWORD: ${{ secrets.APPLE_APP_SPECIFIC_PASSWORD }}
+      - name: Upload Build
+        uses: actions/upload-artifact@v3
+        with:
+          name: actual-electron-${{ matrix.os }}
+          path: |
+            packages/desktop-electron/dist/*.dmg
+            packages/desktop-electron/dist/*.exe
+            packages/desktop-electron/dist/*.AppImage

.github/workflows/electron-pr.yml

@@ -0,0 +1,43 @@
+name: Electron
+
+defaults:
+  run:
+    shell: bash
+
+env:
+  CI: true
+
+on:
+  pull_request:
+
+concurrency:
+  group: ${{ github.workflow }}-${{ github.event.pull_request.number }}
+  cancel-in-progress: true
+
+jobs:
+  build:
+    strategy:
+      matrix:
+        os:
+          - ubuntu-latest
+          - windows-latest
+          - macos-latest
+    runs-on: ${{ matrix.os }}
+    steps:
+      - uses: actions/checkout@v3
+      - if: ${{ startsWith(matrix.os, 'windows') }}
+        run: pip.exe install setuptools
+      - if: ${{ ! startsWith(matrix.os, 'windows') }}
+        run: python3 -m pip install setuptools
+      - name: Set up environment
+        uses: ./.github/actions/setup
+      - name: Build Electron
+        run: ./bin/package-electron
+      - name: Upload Build
+        uses: actions/upload-artifact@v3
+        with:
+          name: actual-electron-${{ matrix.os }}
+          path: |
+            packages/desktop-electron/dist/*.dmg
+            packages/desktop-electron/dist/*.exe
+            packages/desktop-electron/dist/*.AppImage

.github/workflows/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/size-compare.yml

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

.github/workflows/stale.yml

@@ -0,0 +1,16 @@
+name: 'Close stale PRs'
+on:
+  schedule:
+    - cron: '30 1 * * *'
+
+jobs:
+  stale:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/stale@v8
+        with:
+          stale-pr-message: 'This PR is stale because it has been open 30 days with no activity. Remove stale label or comment or this will be closed in 5 days.'
+          close-pr-message: 'This PR was closed because it has been stalled for 5 days with no activity.'
+          days-before-stale: 30
+          days-before-close: 5
+          days-before-issue-stale: -1

.gitignore

@@ -2,6 +2,7 @@
 !data/.gitkeep
 /data2
 packages/api/dist
+packages/api/@types
 packages/crdt/dist
 packages/desktop-electron/client-build
 packages/desktop-electron/.electron-symbols

.secret-tokens.example

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

.yarnrc.yml

@@ -1,9 +1,7 @@
+compressionLevel: mixed
+
+enableGlobalCache: false
+
 nodeLinker: node-modules
 
-plugins:
-  - path: .yarn/plugins/@yarnpkg/plugin-workspace-tools.cjs
-    spec: "@yarnpkg/plugin-workspace-tools"
-  - path: .yarn/plugins/@yarnpkg/plugin-interactive-tools.cjs
-    spec: "@yarnpkg/plugin-interactive-tools"
-
-yarnPath: .yarn/releases/yarn-3.5.1.cjs
+yarnPath: .yarn/releases/yarn-4.0.1.cjs

bin/package-electron

@@ -3,7 +3,6 @@
 
 ROOT=`dirname $0`
 RELEASE=""
-RELEASE_NOTES="" # TODO: figure out automation for release notes when we start publishing electron versions
 CI=${CI:-false}
 
 cd "$ROOT/.."
@@ -35,8 +34,6 @@ if [ "$OSTYPE" == "msys" ]; then
     fi
 fi
 
-yarn patch-package
-
 yarn rebuild-electron
 
 yarn workspace loot-core build:node
@@ -49,15 +46,13 @@ yarn workspace desktop-electron update-client
     cd packages/desktop-electron;
     yarn clean;
 
-    export npm_config_better_sqlite3_binary_host="https://static.actualbudget.com/prebuild/better-sqlite3"
-
     if [ "$RELEASE" == "production" ]; then
         if [ -f ../../.secret-tokens ]; then
             source ../../.secret-tokens
         fi
-        yarn build --publish always -c.releaseInfo.releaseNotes="$RELEASE_NOTES" --arm64 --x64
+        yarn build --publish never --arm64 --x64
 
-        echo "\nCreated release with release notes \"$RELEASE_NOTES\""
+        echo "\nCreated release"
     else
         SKIP_NOTARIZATION=true yarn build --publish never --x64
     fi

package.json

@@ -19,7 +19,7 @@
   },
   "scripts": {
     "start": "yarn start:browser",
-    "start:desktop": "npm-run-all --parallel 'start:desktop-*'",
+    "start:desktop": "yarn rebuild-electron && npm-run-all --parallel 'start:desktop-*'",
     "start:desktop-node": "yarn workspace loot-core watch:node",
     "start:desktop-client": "yarn workspace @actual-app/web watch",
     "start:desktop-electron": "yarn workspace desktop-electron watch",
@@ -28,40 +28,41 @@
     "start:browser-backend": "yarn workspace loot-core watch:browser",
     "start:browser-frontend": "yarn workspace @actual-app/web start:browser",
     "build:browser": "./bin/package-browser",
+    "build:desktop": "./bin/package-electron",
     "build:api": "yarn workspace @actual-app/api build",
-    "test": "yarn workspaces foreach --parallel --verbose run test",
-    "test:debug": "yarn workspaces foreach --verbose run test",
-    "e2e": "yarn workspaces foreach --parallel --verbose run e2e",
+    "test": "yarn workspaces foreach --all --parallel --verbose run test",
+    "test:debug": "yarn workspaces foreach --all --verbose run test",
+    "e2e": "yarn workspaces foreach --all --parallel --verbose run e2e",
+    "vrt": "yarn workspaces foreach --all --parallel --verbose run vrt",
     "rebuild-electron": "./node_modules/.bin/electron-rebuild -f -m ./packages/loot-core",
     "rebuild-node": "yarn workspace loot-core rebuild",
-    "lint": "eslint . --max-warnings 0",
+    "lint": "eslint . --max-warnings 0 --ext .js,.jsx,.ts,.tsx",
     "lint:verbose": "DEBUG=eslint:cli-engine eslint . --max-warnings 0",
-    "typecheck": "yarn tsc",
-    "postinstall": "patch-package"
+    "typecheck": "yarn tsc && tsc-strict",
+    "jq": "./node_modules/node-jq/bin/jq"
   },
   "devDependencies": {
     "cross-env": "^7.0.3",
     "eslint": "^8.37.0",
+    "eslint-config-prettier": "^9.1.0",
     "eslint-config-react-app": "7.0.1",
     "eslint-import-resolver-typescript": "3.5.5",
     "eslint-plugin-import": "2.27.5",
-    "eslint-plugin-prettier": "4.2.1",
+    "eslint-plugin-prettier": "5.1.3",
     "eslint-plugin-react": "7.32.2",
     "eslint-plugin-rulesdir": "^0.2.2",
+    "node-jq": "^4.0.1",
     "npm-run-all": "^4.1.3",
-    "patch-package": "^6.1.2",
-    "prettier": "2.8.2",
+    "prettier": "3.2.4",
     "react-refresh": "^0.14.0",
     "source-map-support": "^0.5.21",
-    "typescript": "^5.0.2"
-  },
-  "resolutions": {
-    "react-error-overlay": "6.0.9"
+    "typescript": "^5.0.2",
+    "typescript-strict-plugin": "^2.2.2-beta.2"
   },
   "engines": {
     "node": ">=18.0.0"
   },
-  "packageManager": "yarn@3.5.1",
+  "packageManager": "yarn@4.0.1",
   "browserslist": [
     "electron 24.0",
     "defaults"

packages/api/.gitignore

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

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

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

packages/api/app/query.js

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

packages/api/index.js

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

packages/api/index.ts

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

packages/api/jest.config.js

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

packages/api/methods.js

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

packages/api/methods.test.ts

@@ -0,0 +1,389 @@
+// @ts-strict-ignore
+import * as fs from 'fs/promises';
+import * as path from 'path';
+
+import * as api from './index';
+
+const budgetName = 'test-budget';
+
+beforeEach(async () => {
+  // we need real datetime if we are going to mix new timestamps with our mock data
+  global.restoreDateNow();
+
+  const budgetPath = path.join(__dirname, '/mocks/budgets/', budgetName);
+  await fs.rm(budgetPath, { force: true, recursive: true });
+
+  await createTestBudget('default-budget-template', budgetName);
+  await api.init({
+    dataDir: path.join(__dirname, '/mocks/budgets/'),
+  });
+});
+
+afterEach(async () => {
+  global.currentMonth = null;
+  await api.shutdown();
+});
+
+async function createTestBudget(templateName: string, name: string) {
+  const templatePath = path.join(
+    __dirname,
+    '/../loot-core/src/mocks/files',
+    templateName,
+  );
+  const budgetPath = path.join(__dirname, '/mocks/budgets/', name);
+
+  await fs.mkdir(budgetPath);
+  await fs.copyFile(
+    path.join(templatePath, 'metadata.json'),
+    path.join(budgetPath, 'metadata.json'),
+  );
+  await fs.copyFile(
+    path.join(templatePath, 'db.sqlite'),
+    path.join(budgetPath, 'db.sqlite'),
+  );
+}
+
+describe('API setup and teardown', () => {
+  // apis: loadBudget, getBudgetMonths
+  test('successfully loads budget', async () => {
+    await expect(api.loadBudget(budgetName)).resolves.toBeUndefined();
+
+    await expect(api.getBudgetMonths()).resolves.toMatchSnapshot();
+  });
+});
+
+describe('API CRUD operations', () => {
+  beforeEach(async () => {
+    // load test budget
+    await api.loadBudget(budgetName);
+  });
+
+  // apis: createCategoryGroup, updateCategoryGroup, deleteCategoryGroup
+  test('CategoryGroups: successfully update category groups', async () => {
+    const month = '2023-10';
+    global.currentMonth = month;
+
+    // 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
+  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' }),
+      ]),
+    );
+
+    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: addTransactions, getTransactions, importTransactions, updateTransaction, deleteTransaction
+  test('Transactions: successfully update transactions', async () => {
+    const accountId = await api.createAccount({ name: 'test-account' }, 0);
+
+    let newTransaction = [
+      { date: '2023-11-03', imported_id: '11', amount: 100 },
+      { date: '2023-11-03', imported_id: '11', amount: 100 },
+    ];
+
+    const addResult = await api.addTransactions(accountId, newTransaction, {
+      learnCategories: true,
+      runTransfers: true,
+    });
+    expect(addResult).toBe('ok');
+
+    // confirm added transactions exist
+    let transactions = await api.getTransactions(
+      accountId,
+      '2023-11-01',
+      '2023-11-30',
+    );
+    expect(transactions).toEqual(
+      expect.arrayContaining(
+        newTransaction.map(trans => expect.objectContaining(trans)),
+      ),
+    );
+    expect(transactions).toHaveLength(2);
+
+    newTransaction = [
+      { date: '2023-12-03', imported_id: '11', amount: 100 },
+      { date: '2023-12-03', imported_id: '22', amount: 200 },
+    ];
+
+    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(
+        newTransaction.map(trans => expect.objectContaining(trans)),
+      ),
+    );
+    expect(transactions).toHaveLength(2);
+
+    const idToUpdate = reconciled.added[0];
+    const idToDelete = reconciled.updated[0];
+    await api.updateTransaction(idToUpdate, { amount: 500 });
+    await api.deleteTransaction(idToDelete);
+
+    // confirm updates and deletions work
+    transactions = await api.getTransactions(
+      accountId,
+      '2023-12-01',
+      '2023-12-31',
+    );
+    expect(transactions).toEqual(
+      expect.arrayContaining([
+        expect.objectContaining({ id: idToUpdate, amount: 500 }),
+        expect.not.objectContaining({ id: idToDelete }),
+      ]),
+    );
+    expect(transactions).toHaveLength(1);
+  });
+});

packages/api/methods.ts

@@ -0,0 +1,166 @@
+// @ts-strict-ignore
+import type { Handlers } from 'loot-core/src/types/handlers';
+
+import * as injected from './injected';
+
+export { q } from './app/query';
+
+function send<K extends keyof Handlers, T extends Handlers[K]>(
+  name: K,
+  args?: Parameters<T>[0],
+): Promise<Awaited<ReturnType<T>>> {
+  return injected.send(name, args);
+}
+
+export async function runImport(name, func) {
+  await send('api/start-import', { budgetName: name });
+  try {
+    await func();
+  } catch (e) {
+    await send('api/abort-import');
+    throw e;
+  }
+  await send('api/finish-import');
+}
+
+export async function loadBudget(budgetId) {
+  return send('api/load-budget', { id: budgetId });
+}
+
+export async function downloadBudget(syncId, { password }: { password? } = {}) {
+  return send('api/download-budget', { syncId, password });
+}
+
+export async function 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,
+  { learnCategories = false, runTransfers = false } = {},
+) {
+  return send('api/transactions-add', {
+    accountId,
+    transactions,
+    learnCategories,
+    runTransfers,
+  });
+}
+
+export function importTransactions(accountId, transactions) {
+  return send('api/transactions-import', { accountId, transactions });
+}
+
+export function getTransactions(accountId, startDate, endDate) {
+  return send('api/transactions-get', { accountId, startDate, endDate });
+}
+
+export function updateTransaction(id, fields) {
+  return send('api/transaction-update', { id, fields });
+}
+
+export function deleteTransaction(id) {
+  return send('api/transaction-delete', { id });
+}
+
+export function getAccounts() {
+  return send('api/accounts-get');
+}
+
+export function createAccount(account, initialBalance?) {
+  return send('api/account-create', { account, initialBalance });
+}
+
+export function updateAccount(id, fields) {
+  return send('api/account-update', { id, fields });
+}
+
+export function closeAccount(id, transferAccountId?, transferCategoryId?) {
+  return send('api/account-close', {
+    id,
+    transferAccountId,
+    transferCategoryId,
+  });
+}
+
+export function reopenAccount(id) {
+  return send('api/account-reopen', { id });
+}
+
+export function deleteAccount(id) {
+  return send('api/account-delete', { id });
+}
+
+export function 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/package.json

@@ -1,27 +1,38 @@
 {
   "name": "@actual-app/api",
-  "version": "6.2.1",
+  "version": "6.4.0",
   "license": "MIT",
   "description": "An API for Actual",
+  "engines": {
+    "node": ">=18.12.0"
+  },
   "main": "dist/index.js",
-  "types": "dist/index.d.ts",
+  "types": "@types/index.d.ts",
   "files": [
     "dist"
   ],
   "scripts": {
     "build:app": "yarn workspace loot-core build:api",
-    "build:node": "tsc --p tsconfig.dist.json",
+    "build:node": "tsc --p tsconfig.dist.json && tsc-alias -p tsconfig.dist.json",
     "build:migrations": "cp migrations/*.sql dist/migrations",
     "build:default-db": "cp default-db.sqlite dist/",
-    "build": "rm -rf dist && yarn run build:app && yarn run build:node && yarn run build:migrations && yarn run build:default-db"
+    "build": "yarn run clean && yarn run build:app && yarn run build:node && yarn run build:migrations && yarn run build:default-db",
+    "test": "yarn run build:app && jest -c jest.config.js",
+    "clean": "rm -rf dist @types"
   },
   "dependencies": {
-    "better-sqlite3": "^8.2.0",
+    "better-sqlite3": "^9.2.2",
+    "compare-versions": "^6.1.0",
     "node-fetch": "^3.3.2",
     "uuid": "^9.0.0"
   },
   "devDependencies": {
+    "@swc/core": "^1.3.105",
+    "@swc/jest": "^0.2.31",
+    "@types/jest": "^27.5.0",
     "@types/uuid": "^9.0.2",
+    "jest": "^27.0.0",
+    "tsc-alias": "^1.8.8",
     "typescript": "^5.0.2"
   }
 }

packages/api/tsconfig.dist.json

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

packages/api/validateNodeVersion.js

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

packages/crdt/jest.config.js

@@ -1,4 +1,6 @@
 module.exports = {
-  preset: 'ts-jest/presets/js-with-ts-esm',
   testEnvironment: 'node',
+  transform: {
+    '^.+\\.(t|j)sx?$': '@swc/jest',
+  },
 };

packages/crdt/package.json

@@ -20,10 +20,11 @@
     "uuid": "^9.0.0"
   },
   "devDependencies": {
+    "@swc/core": "^1.3.105",
+    "@swc/jest": "^0.2.31",
     "@types/jest": "^27.5.0",
     "@types/uuid": "^9.0.2",
     "jest": "^27.0.0",
-    "ts-jest": "^27.0.0",
     "ts-protoc-gen": "^0.15.0",
     "typescript": "^5.0.2"
   }

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

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

packages/crdt/src/crdt/merkle.ts

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

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

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

packages/crdt/src/crdt/timestamp.ts

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

packages/crdt/tsconfig.dist.json

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

packages/desktop-client/.gitignore

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

packages/desktop-client/.swcrc

@@ -0,0 +1,16 @@
+{
+  "jsc": {
+    "target": "es2022",
+    "transform": {
+      "react": {
+        "runtime": "automatic"
+      }
+    },
+    "externalHelpers": true,
+    "parser": {
+      "syntax": "typescript",
+      "tsx": true
+    }
+  },
+  "sourceMaps": true
+}

packages/desktop-client/README.md

@@ -4,11 +4,13 @@ Actual on the web
 
 E2E (end-to-end) tests use [Playwright](https://playwright.dev/). Running them requires an Actual server to be running either locally or on a remote server.
 
+### Functional
+
 Running against the local server:
 
 ```sh
 # Start the development server
-yarn start:browser
+yarn start
 
 # Run against the local server (localhost:3001)
 yarn e2e
@@ -19,3 +21,43 @@ Running against a remote server:
 ```sh
 E2E_START_URL=http://my-remote-server.com yarn e2e
 ```
+
+### Visual regression
+
+Visual regression tests (also known as screenshot tests) check that the visual appearance of the product has not regressed. Each environment has slightly different colors, fonts etc. Mac differs from Windows which differs from Linux. In order to have a stable test environment for visual comparisons - you must use a standartised docker container. This ensures that the tests are always ran in a consistent environment.
+
+Prerequisites:
+
+- Docker installed
+
+#### Running against the local server
+
+First start the dev server:
+
+```sh
+HTTPS=true yarn start
+```
+
+Next, navigate to the root of your project folder, run the standartised docker container, and launch the visual regression tests from within it.
+
+```sh
+# Run docker container
+docker run --rm --network host -v $(pwd):/work/ -w /work/ -it mcr.microsoft.com/playwright:v1.41.1-jammy /bin/bash
+
+    # If you receive an error such as "docker: invalid reference format", please instead use the following command:
+    docker run --rm --network host -v ${pwd}:/work/ -w /work/ -it mcr.microsoft.com/playwright:v1.41.1-jammy /bin/bash
+
+# Run the VRT tests: important - they MUST be ran against a HTTPS server
+E2E_START_URL=https://192.168.0.178:3001 yarn vrt
+
+    # To update snapshots, use the following command:
+    E2E_START_URL=https://192.168.0.178:3001 yarn vrt --update-snapshots
+```
+
+#### Running against a remote server
+
+You can also run the tests against a remote server by passing the URL:
+
+```sh
+E2E_START_URL=https://my-remote-server.com yarn vrt
+```

packages/desktop-client/bin/build-browser

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

packages/desktop-client/config-overrides.js

@@ -1,77 +0,0 @@
-const path = require('path');
-
-const chokidar = require('chokidar');
-const {
-  addWebpackPlugin,
-  addWebpackResolve,
-  babelInclude,
-  override,
-  overrideDevServer,
-} = require('customize-cra');
-const { IgnorePlugin } = require('webpack');
-const { BundleAnalyzerPlugin } = require('webpack-bundle-analyzer');
-
-if (process.env.CI) {
-  process.env.DISABLE_ESLINT_PLUGIN = 'true';
-}
-
-// Forward Netlify env variables
-if (process.env.REVIEW_ID) {
-  process.env.REACT_APP_REVIEW_ID = process.env.REVIEW_ID;
-}
-
-module.exports = {
-  webpack: override(
-    babelInclude([path.resolve('src'), path.resolve('../loot-core')]),
-    addWebpackResolve({
-      extensions: [
-        ...(process.env.IS_GENERIC_BROWSER
-          ? ['.browser.js', '.browser.ts', '.browser.tsx']
-          : []),
-        '.web.js',
-        '.web.ts',
-        '.web.tsx',
-        '.js',
-        '.ts',
-        '.tsx',
-      ],
-    }),
-    addWebpackPlugin(
-      new BundleAnalyzerPlugin({
-        analyzerMode: 'disabled',
-        generateStatsFile: true,
-      }),
-    ),
-    // Pikaday throws a warning if Moment.js is not installed however it doesn't
-    // actually require it to be installed. As we don't use Moment.js ourselves
-    // then we can just silence this warning.
-    addWebpackPlugin(
-      new IgnorePlugin({
-        contextRegExp: /pikaday$/,
-        resourceRegExp: /moment$/,
-      }),
-    ),
-  ),
-  devServer: overrideDevServer(config => {
-    return {
-      ...config,
-      onBeforeSetupMiddleware(server) {
-        chokidar
-          .watch([
-            path.resolve('../loot-core/lib-dist/*.js'),
-            path.resolve('../loot-core/lib-dist/browser/*.js'),
-          ])
-          .on('all', function () {
-            for (const ws of server.webSocketServer.clients) {
-              ws.send(JSON.stringify({ type: 'static-changed' }));
-            }
-          });
-      },
-      headers: {
-        ...config.headers,
-        'Cross-Origin-Opener-Policy': 'same-origin',
-        'Cross-Origin-Embedder-Policy': 'require-corp',
-      },
-    };
-  }),
-};

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

@@ -28,13 +28,13 @@ test.describe('Accounts', () => {
       balance: 100,
     });
 
-    expect(await accountPage.getNthTransaction(0)).toMatchObject({
-      payee: 'Starting Balance',
-      notes: '',
-      category: 'Starting Balances',
-      debit: '',
-      credit: '100.00',
-    });
+    const transaction = accountPage.getNthTransaction(0);
+    await expect(transaction.payee).toHaveText('Starting Balance');
+    await expect(transaction.notes).toHaveText('');
+    await expect(transaction.category).toHaveText('Starting Balances');
+    await expect(transaction.debit).toHaveText('');
+    await expect(transaction.credit).toHaveText('100.00');
+    await expect(page).toMatchThemeScreenshots();
   });
 
   test('closes an account', async () => {
@@ -44,8 +44,10 @@ test.describe('Accounts', () => {
 
     const modal = await accountPage.clickCloseAccount();
     await modal.selectTransferAccount('Vanguard 401k');
+    await expect(page).toMatchThemeScreenshots();
     await modal.closeAccount();
 
     await expect(accountPage.accountName).toHaveText('Closed: Roth IRA');
+    await expect(page).toMatchThemeScreenshots();
   });
 });

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

@@ -13,6 +13,11 @@ test.describe('Budget', () => {
 
     await page.goto('/');
     budgetPage = await configurationPage.createTestFile();
+
+    // Move mouse to corner of the screen;
+    // sometimes the mouse hovers on a budget element thus rendering an input box
+    // and this breaks screenshot tests
+    await page.mouse.move(0, 0);
   });
 
   test.afterAll(async () => {
@@ -28,6 +33,7 @@ test.describe('Budget', () => {
     await expect(summary.getByText(/^Overspent in /)).toBeVisible();
     await expect(summary.getByText('Budgeted')).toBeVisible();
     await expect(summary.getByText('For Next Month')).toBeVisible();
+    await expect(page).toMatchThemeScreenshots();
   });
 
   test('transfer funds to another category', async () => {
@@ -40,6 +46,7 @@ test.describe('Budget', () => {
     expect(await budgetPage.getBalanceForRow(2)).toEqual(
       currentFundsA + currentFundsB,
     );
+    await expect(page).toMatchThemeScreenshots();
   });
 
   test('budget table is rendered', async () => {
@@ -52,8 +59,8 @@ test.describe('Budget', () => {
   });
 
   test('clicking on spent amounts opens a transaction page', async () => {
-    let categoryName = await budgetPage.getCategoryNameForRow(1);
-    let accountPage = await budgetPage.clickOnSpentAmountForRow(1);
+    const categoryName = await budgetPage.getCategoryNameForRow(1);
+    const accountPage = await budgetPage.clickOnSpentAmountForRow(1);
     expect(page.url()).toContain('/accounts');
     expect(await accountPage.accountName.textContent()).toMatch(
       new RegExp(String.raw`${categoryName} \(\w+ \d+\)`),

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

@@ -1671,9 +1671,70 @@
         "import_payee_name_original": null,
         "debt_transaction_type": null,
         "deleted": false
+      },
+      {
+        "id": "213526fc-ba49-4790-8a96-cc2a50182728",
+        "date": "2023-09-04",
+        "amount": -100000,
+        "memo": "Test transaction",
+        "cleared": "cleared",
+        "approved": true,
+        "flag_color": null,
+        "account_id": "bc1d862f-bab0-41c3-bd1e-6cee8c688e32",
+        "payee_id": "2a20470a-634f-4efa-a7f6-f1c0b0bdda41",
+        "category_id": "36120d44-6c61-4402-985a-891a8d267858",
+        "transfer_account_id": null,
+        "transfer_transaction_id": null,
+        "matched_transaction_id": null,
+        "import_id": null,
+        "import_payee_name": null,
+        "import_payee_name_original": null,
+        "debt_transaction_type": null,
+        "deleted": false
+      },
+      {
+        "id": "024494a1-f1e0-4667-9fc0-91e4a4262193",
+        "date": "2023-09-04",
+        "amount": 50000,
+        "memo": "split part b",
+        "cleared": "cleared",
+        "approved": true,
+        "flag_color": null,
+        "account_id": "125f339b-2a63-481e-84c0-f04d898905d2",
+        "payee_id": "",
+        "category_id": null,
+        "transfer_account_id": "bc1d862f-bab0-41c3-bd1e-6cee8c688e32",
+        "transfer_transaction_id": "213526fc-ba49-4790-8a96-cc2a50182728",
+        "matched_transaction_id": "",
+        "import_id": null,
+        "import_payee_name": null,
+        "import_payee_name_original": null,
+        "debt_transaction_type": null,
+        "deleted": false
+      }
+    ],
+    "subtransactions": [
+      {
+        "id": "d8ec8c84-5033-4f7e-8485-66bfe19a70d6",
+        "transaction_id": "213526fc-ba49-4790-8a96-cc2a50182728",
+        "amount": -50000,
+        "memo": "split part a",
+        "payee_id": "2a20470a-634f-4efa-a7f6-f1c0b0bdda41",
+        "category_id": "36120d44-6c61-4402-985a-891a8d267858",
+        "transfer_account_id": null,
+        "deleted": false
+      },
+      {
+        "id": "870d8780-79cf-4197-a341-47d24b2b5a59",
+        "transaction_id": "213526fc-ba49-4790-8a96-cc2a50182728",
+        "amount": -50000,
+        "memo": "split part b",
+        "payee_id": "2a20470a-634f-4efa-a7f6-f1c0b0bdda41",
+        "category_id": null,
+        "transfer_account_id": "125f339b-2a63-481e-84c0-f04d898905d2",
+        "deleted": false
       }
     ],
-    "subtransactions": [],
     "scheduled_transactions": [],
     "scheduled_subtransactions": []
   },

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

@@ -0,0 +1,152 @@
+import { test, expect } from '@playwright/test';
+
+import { ConfigurationPage } from './page-models/configuration-page';
+import { MobileNavigation } from './page-models/mobile-navigation';
+
+test.describe('Mobile', () => {
+  let page;
+  let navigation;
+  let configurationPage;
+
+  test.beforeEach(async ({ browser }) => {
+    page = await browser.newPage();
+    navigation = new MobileNavigation(page);
+    configurationPage = new ConfigurationPage(page);
+
+    await page.setViewportSize({
+      width: 350,
+      height: 600,
+    });
+    await page.goto('/');
+    await configurationPage.createTestFile();
+  });
+
+  test.afterEach(async () => {
+    await page.close();
+  });
+
+  test('loads the budget page with budgeted amounts', async () => {
+    const budgetPage = await navigation.goToBudgetPage();
+
+    await expect(budgetPage.categoryNames).toHaveText([
+      'Food',
+      'Restaurants',
+      'Entertainment',
+      'Clothing',
+      'General',
+      'Gift',
+      'Medical',
+      'Savings',
+      'Cell',
+      'Internet',
+      'Mortgage',
+      'Water',
+      'Power',
+    ]);
+    await expect(page).toMatchThemeScreenshots();
+  });
+
+  test('opens the accounts page and asserts on balances', async () => {
+    const accountsPage = await navigation.goToAccountsPage();
+
+    const account = await accountsPage.getNthAccount(0);
+
+    await expect(account.name).toHaveText('Ally Savings');
+    await expect(account.balance).toHaveText('7,653.00');
+    await expect(page).toMatchThemeScreenshots();
+  });
+
+  test('opens individual account page and checks that filtering is working', async () => {
+    const accountsPage = await navigation.goToAccountsPage();
+    const accountPage = await accountsPage.openNthAccount(1);
+
+    await expect(accountPage.heading).toHaveText('Bank of America');
+    expect(await accountPage.getBalance()).toBeGreaterThan(0);
+
+    await expect(accountPage.noTransactionsFoundError).not.toBeVisible();
+    await expect(page).toMatchThemeScreenshots();
+
+    await accountPage.searchByText('nothing should be found');
+    await expect(accountPage.noTransactionsFoundError).toBeVisible();
+    await expect(accountPage.transactions).toHaveCount(0);
+    await expect(page).toMatchThemeScreenshots();
+
+    await accountPage.searchByText('Kroger');
+    await expect(accountPage.transactions).not.toHaveCount(0);
+    await expect(page).toMatchThemeScreenshots();
+  });
+
+  test('creates a transaction via footer button', async () => {
+    const transactionEntryPage = await navigation.goToTransactionEntryPage();
+    await expect(page).toMatchThemeScreenshots();
+
+    await expect(transactionEntryPage.header).toHaveText('New Transaction');
+
+    await transactionEntryPage.amountField.fill('12.34');
+    // Click anywhere to cancel active edit.
+    await transactionEntryPage.header.click();
+    await transactionEntryPage.fillField(
+      page.getByTestId('payee-field'),
+      'Kroger',
+    );
+    await transactionEntryPage.fillField(
+      page.getByTestId('category-field'),
+      'Clothing',
+    );
+    await transactionEntryPage.fillField(
+      page.getByTestId('account-field'),
+      'Ally Savings',
+    );
+    await expect(page).toMatchThemeScreenshots();
+
+    const accountPage = await transactionEntryPage.createTransaction();
+
+    await expect(accountPage.transactions.nth(0)).toHaveText(
+      'KrogerClothing-12.34',
+    );
+    await expect(page).toMatchThemeScreenshots();
+  });
+
+  test('creates a transaction from `/accounts/:id` page', async () => {
+    const accountsPage = await navigation.goToAccountsPage();
+    const accountPage = await accountsPage.openNthAccount(2);
+    const transactionEntryPage = await accountPage.clickCreateTransaction();
+
+    await expect(transactionEntryPage.header).toHaveText('New Transaction');
+    await expect(page).toMatchThemeScreenshots();
+
+    await transactionEntryPage.amountField.fill('12.34');
+    // Click anywhere to cancel active edit.
+    await transactionEntryPage.header.click();
+    await transactionEntryPage.fillField(
+      page.getByTestId('payee-field'),
+      'Kroger',
+    );
+    await transactionEntryPage.fillField(
+      page.getByTestId('category-field'),
+      'Clothing',
+    );
+
+    await transactionEntryPage.createTransaction();
+
+    await expect(accountPage.transactions.nth(0)).toHaveText(
+      'KrogerClothing-12.34',
+    );
+  });
+
+  test('checks that settings page can be opened', async () => {
+    const settingsPage = await navigation.goToSettingsPage();
+    await expect(page).toMatchThemeScreenshots();
+
+    const downloadPromise = page.waitForEvent('download');
+
+    await settingsPage.exportData();
+
+    const download = await downloadPromise;
+
+    expect(await download.suggestedFilename()).toMatch(
+      /^\d{4}-\d{2}-\d{2}-.*.zip$/,
+    );
+    await expect(page).toMatchThemeScreenshots();
+  });
+});

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

@@ -23,6 +23,14 @@ test.describe('Onboarding', () => {
     await page.close();
   });
 
+  test('checks the page visuals', async () => {
+    await expect(configurationPage.heading).toHaveText('Where’s the server?');
+    await expect(page).toMatchThemeScreenshots();
+
+    await configurationPage.clickOnNoServer();
+    await expect(page).toMatchThemeScreenshots();
+  });
+
   test('creates a new budget file by importing YNAB4 budget', async () => {
     await configurationPage.clickOnNoServer();
     const budgetPage = await configurationPage.importBudget(
@@ -51,10 +59,10 @@ test.describe('Onboarding', () => {
     await expect(budgetPage.budgetTable).toBeVisible({ timeout: 30000 });
 
     const accountPage = await navigation.goToAccountPage('Checking');
-    await expect(accountPage.accountBalance).toHaveText('700.00');
+    await expect(accountPage.accountBalance).toHaveText('600.00');
 
     await navigation.goToAccountPage('Saving');
-    await expect(accountPage.accountBalance).toHaveText('200.00');
+    await expect(accountPage.accountBalance).toHaveText('250.00');
   });
 
   test('creates a new budget file by importing Actual budget', async () => {
@@ -64,7 +72,7 @@ test.describe('Onboarding', () => {
       path.resolve(__dirname, 'data/actual-demo-budget.zip'),
     );
 
-    await expect(budgetPage.budgetTable).toBeVisible();
+    await expect(budgetPage.budgetTable).toBeVisible({ timeout: 20_000 });
 
     const accountPage = await navigation.goToAccountPage('Ally Savings');
     await expect(accountPage.accountBalance).toHaveText('1,772.80');

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

@@ -20,9 +20,11 @@ export class AccountPage {
       name: 'Menu',
     });
 
-    this.transactionTableRow = this.page
-      .getByTestId('table')
-      .getByTestId('row');
+    this.transactionTable = this.page.getByTestId('transaction-table');
+    this.transactionTableRow = this.transactionTable.getByTestId('row');
+
+    this.filterButton = this.page.getByRole('button', { name: 'Filter' });
+    this.filterSelectTooltip = this.page.getByTestId('filters-select-tooltip');
   }
 
   /**
@@ -70,15 +72,15 @@ export class AccountPage {
    * Retrieve the data for the nth-transaction.
    * 0-based index
    */
-  async getNthTransaction(index) {
+  getNthTransaction(index) {
     const row = this.transactionTableRow.nth(index);
 
     return {
-      payee: await row.getByTestId('payee').textContent(),
-      notes: await row.getByTestId('notes').textContent(),
-      category: await row.getByTestId('category').textContent(),
-      debit: await row.getByTestId('debit').textContent(),
-      credit: await row.getByTestId('credit').textContent(),
+      payee: row.getByTestId('payee'),
+      notes: row.getByTestId('notes'),
+      category: row.getByTestId('category'),
+      debit: row.getByTestId('debit'),
+      credit: row.getByTestId('credit'),
     };
   }
 
@@ -94,6 +96,26 @@ export class AccountPage {
     );
   }
 
+  /**
+   * Open the filtering popover.
+   */
+  async filterBy(field) {
+    await this.filterButton.click();
+    await this.filterSelectTooltip.getByRole('button', { name: field }).click();
+
+    return new FilterTooltip(this.page.getByTestId('filters-menu-tooltip'));
+  }
+
+  /**
+   * Remove the nth filter
+   */
+  async removeFilter(idx) {
+    await this.page
+      .getByRole('button', { name: 'Delete filter' })
+      .nth(idx)
+      .click();
+  }
+
   async _fillTransactionFields(transactionRow, transaction) {
     if (transaction.payee) {
       await transactionRow.getByTestId('payee').click();
@@ -131,3 +153,10 @@ export class AccountPage {
     }
   }
 }
+
+class FilterTooltip {
+  constructor(page) {
+    this.page = page;
+    this.applyButton = page.getByRole('button', { name: 'Apply' });
+  }
+}

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

@@ -0,0 +1,39 @@
+import { MobileTransactionEntryPage } from './mobile-transaction-entry-page';
+
+export class MobileAccountPage {
+  constructor(page) {
+    this.page = page;
+
+    this.heading = page.getByRole('heading');
+    this.balance = page.getByTestId('account-balance');
+    this.noTransactionsFoundError = page.getByText('No transactions');
+    this.searchBox = page.getByPlaceholder(/^Search/);
+    this.transactionList = page.getByLabel('transaction list');
+    this.transactions = this.transactionList.getByRole('button');
+    this.createTransactionButton = page.getByRole('button', {
+      name: 'Add Transaction',
+    });
+  }
+
+  /**
+   * Retrieve the balance of the account as a number
+   */
+  async getBalance() {
+    return parseInt(await this.balance.textContent(), 10);
+  }
+
+  /**
+   * Search by the given term
+   */
+  async searchByText(term) {
+    await this.searchBox.fill(term);
+  }
+
+  /**
+   * Go to transaction creation page
+   */
+  async clickCreateTransaction() {
+    this.createTransactionButton.click();
+    return new MobileTransactionEntryPage(this.page);
+  }
+}

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

@@ -0,0 +1,30 @@
+import { MobileAccountPage } from './mobile-account-page';
+
+export class MobileAccountsPage {
+  constructor(page) {
+    this.page = page;
+
+    this.accounts = this.page.getByTestId('account');
+  }
+
+  /**
+   * Get the name and balance of the nth account
+   */
+  async getNthAccount(idx) {
+    const accountRow = this.accounts.nth(idx);
+
+    return {
+      name: accountRow.getByTestId('account-name'),
+      balance: accountRow.getByTestId('account-balance'),
+    };
+  }
+
+  /**
+   * Click on the n-th account to open it up
+   */
+  async openNthAccount(idx) {
+    await this.accounts.nth(idx).getByRole('button').click();
+
+    return new MobileAccountPage(this.page);
+  }
+}

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

@@ -0,0 +1,9 @@
+export class MobileBudgetPage {
+  constructor(page) {
+    this.page = page;
+
+    this.categoryNames = page
+      .getByTestId('budget-groups')
+      .getByTestId('category-name');
+  }
+}

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

@@ -0,0 +1,46 @@
+import { MobileAccountsPage } from './mobile-accounts-page';
+import { MobileBudgetPage } from './mobile-budget-page';
+import { MobileTransactionEntryPage } from './mobile-transaction-entry-page';
+import { SettingsPage } from './settings-page';
+
+export class MobileNavigation {
+  constructor(page) {
+    this.page = page;
+  }
+
+  async goToBudgetPage() {
+    const link = this.page.getByRole('link', { name: 'Budget' });
+    await link.click();
+
+    return new MobileBudgetPage(this.page);
+  }
+
+  async goToAccountsPage() {
+    const link = this.page.getByRole('link', { name: 'Accounts' });
+    await link.click();
+
+    return new MobileAccountsPage(this.page);
+  }
+
+  async goToTransactionEntryPage() {
+    const link = this.page.getByRole('link', { name: 'Transaction' });
+    await link.click();
+
+    return new MobileTransactionEntryPage(this.page);
+  }
+
+  async goToSettingsPage() {
+    await this.dragNavbarUp();
+
+    const link = this.page.getByRole('link', { name: 'Settings' });
+    await link.click();
+
+    return new SettingsPage(this.page);
+  }
+
+  async dragNavbarUp() {
+    await this.page
+      .getByRole('navigation')
+      .dragTo(this.page.getByTestId('budget-table'));
+  }
+}

packages/desktop-client/e2e/page-models/mobile-transaction-entry-page.js

@@ -0,0 +1,23 @@
+import { MobileAccountPage } from './mobile-account-page';
+
+export class MobileTransactionEntryPage {
+  constructor(page) {
+    this.page = page;
+
+    this.header = page.getByRole('heading');
+    this.amountField = page.getByTestId('amount-input');
+    this.add = page.getByRole('button', { name: 'Add transaction' });
+  }
+
+  async fillField(fieldLocator, content) {
+    await fieldLocator.click();
+    await this.page.locator('css=[role=combobox] input').fill(content);
+    await this.page.keyboard.press('Enter');
+  }
+
+  async createTransaction() {
+    await this.add.click();
+
+    return new MobileAccountPage(this.page);
+  }
+}

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

@@ -8,6 +8,16 @@ export class ReportsPage {
     return this.pageContent.getByRole('link', { name: /^Net/ }).waitFor();
   }
 
+  async goToNetWorthPage() {
+    await this.pageContent.getByRole('link', { name: /^Net/ }).click();
+    return new ReportsPage(this.page);
+  }
+
+  async goToCashFlowPage() {
+    await this.pageContent.getByRole('link', { name: /^Cash/ }).click();
+    return new ReportsPage(this.page);
+  }
+
   async getAvailableReportList() {
     return this.pageContent
       .getByRole('link')

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

@@ -1,6 +1,7 @@
 export class RulesPage {
   constructor(page) {
     this.page = page;
+    this.searchBox = page.getByPlaceholder('Filter rules...');
   }
 
   /**
@@ -22,19 +23,19 @@ export class RulesPage {
    * Retrieve the data for the nth-rule.
    * 0-based index
    */
-  async getNthRule(index) {
+  getNthRule(index) {
     const row = this.page.getByTestId('table').getByTestId('row').nth(index);
 
     return {
-      conditions: await row
-        .getByTestId('conditions')
-        .evaluate(el => [...el.children].map(c => c.textContent)),
-      actions: await row
-        .getByTestId('actions')
-        .evaluate(el => [...el.children].map(c => c.textContent)),
+      conditions: row.getByTestId('conditions').locator(':scope > div'),
+      actions: row.getByTestId('actions').locator(':scope > div'),
     };
   }
 
+  async searchFor(text) {
+    await this.searchBox.fill(text);
+  }
+
   async _fillRuleFields(data) {
     if (data.conditionsOp) {
       await this.page