DB models

* save button

* release notes

* custom component shows

* custom input and saving working

* updated getUpcomingDays to handle custom values

* close modal after save

* test around getUpcomingDays

* updated to use more accurate timespan calculation

* fix for scheduled events only occurring till end of period

* add a day

* fixed input step down

.eslintignore

@@ -1,27 +0,0 @@
-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/
-
-packages/import-ynab4/**/node_modules/*
-
-packages/import-ynab5/**/node_modules/*
-
-packages/loot-core/**/node_modules/*
-packages/loot-core/**/lib-dist/*
-packages/loot-core/**/proto/*

.eslintrc.js

@@ -1,343 +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",
-  },
-];
-
-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:react/recommended',
-    'plugin:react/jsx-runtime',
-    'plugin:prettier/recommended',
-    'plugin:@typescript-eslint/recommended',
-    'plugin:import/typescript',
-  ],
-  parser: '@typescript-eslint/parser',
-  parserOptions: { project: [path.join(__dirname, './tsconfig.json')] },
-  reportUnusedDisableDirectives: true,
-  globals: {
-    globalThis: false,
-    vi: true,
-  },
-  rules: {
-    'prettier/prettier': 'warn',
-
-    // Note: base rule explicitly disabled in favor of the TS one
-    'no-unused-vars': 'off',
-    '@typescript-eslint/no-unused-vars': [
-      'warn',
-      {
-        varsIgnorePattern: '^(_|React)',
-        ignoreRestSiblings: true,
-      },
-    ],
-
-    curly: ['warn', 'multi-line', 'consistent'],
-
-    'no-restricted-globals': ['warn'].concat(
-      require('confusing-browser-globals').filter(g => g !== 'self'),
-    ),
-
-    'react/jsx-filename-extension': [
-      'warn',
-      { extensions: ['.jsx', '.tsx'], allow: 'as-needed' },
-    ],
-    'react/jsx-no-useless-fragment': 'warn',
-    'react/self-closing-comp': 'warn',
-    'react/no-unstable-nested-components': [
-      'warn',
-      { allowAsProps: true, customValidators: ['formatter'] },
-    ],
-
-    'rulesdir/typography': 'warn',
-    'rulesdir/prefer-if-statement': 'warn',
-
-    // 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/react-in-jsx-scope': 'off',
-
-    'no-var': 'warn',
-    'react/jsx-curly-brace-presence': 'warn',
-    'object-shorthand': ['warn', 'properties'],
-
-    'import/extensions': [
-      'warn',
-      'never',
-      {
-        json: 'always',
-      },
-    ],
-    'import/no-useless-path-segments': 'warn',
-    'import/no-duplicates': ['warn', { 'prefer-inline': true }],
-    'import/no-unused-modules': ['warn', { unusedExports: true }],
-    'import/order': [
-      'warn',
-      {
-        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': [
-      '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',
-      { 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': 'warn',
-    'prefer-spread': 'off',
-    '@typescript-eslint/no-empty-function': 'off',
-    'import/no-default-export': 'warn',
-  },
-  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': ['warn', 'type'],
-        // enforce import type
-        '@typescript-eslint/consistent-type-imports': [
-          'warn',
-          { prefer: 'type-imports', fixStyle: 'inline-type-imports' },
-        ],
-        '@typescript-eslint/ban-types': [
-          'warn',
-          {
-            types: {
-              // forbid FC as superflous
-              FunctionComponent: { message: ruleFCMsg },
-              FC: { message: ruleFCMsg },
-            },
-            extendDefaults: true,
-          },
-        ],
-      },
-    },
-    {
-      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': [
-          'warn',
-          {
-            patterns: [
-              ...restrictedImportPatterns,
-              {
-                group: ['loot-core/**'],
-                message:
-                  'Please use relative imports in loot-core instead of importing from `loot-core/*`',
-              },
-            ],
-          },
-        ],
-      },
-    },
-    {
-      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/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',
-      },
-    },
-    {
-      // TODO: fix the issues in these files
-      files: [
-        './packages/desktop-client/src/components/accounts/Account.jsx',
-        './packages/desktop-client/src/components/accounts/MobileAccount.jsx',
-        './packages/desktop-client/src/components/accounts/MobileAccounts.jsx',
-        './packages/desktop-client/src/components/App.tsx',
-        './packages/desktop-client/src/components/budget/BudgetCategories.jsx',
-        './packages/desktop-client/src/components/budget/BudgetSummaries.tsx',
-        './packages/desktop-client/src/components/budget/DynamicBudgetTable.tsx',
-        './packages/desktop-client/src/components/budget/index.tsx',
-        './packages/desktop-client/src/components/budget/MobileBudget.tsx',
-        './packages/desktop-client/src/components/budget/rollover/HoldMenu.tsx',
-        './packages/desktop-client/src/components/budget/rollover/TransferMenu.tsx',
-        './packages/desktop-client/src/components/common/Menu.tsx',
-        './packages/desktop-client/src/components/FinancesApp.tsx',
-        './packages/desktop-client/src/components/GlobalKeys.ts',
-        './packages/desktop-client/src/components/LoggedInUser.tsx',
-        './packages/desktop-client/src/components/manager/ManagementApp.jsx',
-        './packages/desktop-client/src/components/manager/subscribe/common.tsx',
-        './packages/desktop-client/src/components/ManageRules.tsx',
-        './packages/desktop-client/src/components/mobile/MobileAmountInput.jsx',
-        './packages/desktop-client/src/components/mobile/MobileNavTabs.tsx',
-        './packages/desktop-client/src/components/Modals.tsx',
-        './packages/desktop-client/src/components/modals/EditRule.jsx',
-        './packages/desktop-client/src/components/modals/ImportTransactions.jsx',
-        './packages/desktop-client/src/components/modals/MergeUnusedPayees.jsx',
-        './packages/desktop-client/src/components/Notifications.tsx',
-        './packages/desktop-client/src/components/payees/ManagePayees.jsx',
-        './packages/desktop-client/src/components/payees/ManagePayeesWithData.jsx',
-        './packages/desktop-client/src/components/payees/PayeeTable.tsx',
-        './packages/desktop-client/src/components/reports/graphs/tableGraph/ReportTable.tsx',
-        './packages/desktop-client/src/components/reports/graphs/tableGraph/ReportTableTotals.tsx',
-        './packages/desktop-client/src/components/reports/reports/CashFlowCard.jsx',
-        './packages/desktop-client/src/components/reports/reports/CustomReport.jsx',
-        './packages/desktop-client/src/components/reports/reports/NetWorthCard.jsx',
-        './packages/desktop-client/src/components/reports/SaveReportName.tsx',
-        './packages/desktop-client/src/components/reports/useReport.ts',
-        './packages/desktop-client/src/components/schedules/ScheduleDetails.jsx',
-        './packages/desktop-client/src/components/schedules/SchedulesTable.tsx',
-        './packages/desktop-client/src/components/select/DateSelect.tsx',
-        './packages/desktop-client/src/components/sidebar/Tools.tsx',
-        './packages/desktop-client/src/components/sort.tsx',
-        './packages/desktop-client/src/components/spreadsheet/useSheetValue.ts',
-        './packages/desktop-client/src/components/table.tsx',
-        './packages/desktop-client/src/components/Titlebar.tsx',
-        './packages/desktop-client/src/components/transactions/MobileTransaction.jsx',
-        './packages/desktop-client/src/components/transactions/SelectedTransactions.jsx',
-        './packages/desktop-client/src/components/transactions/SimpleTransactionsTable.jsx',
-        './packages/desktop-client/src/components/transactions/TransactionList.jsx',
-        './packages/desktop-client/src/components/transactions/TransactionsTable.jsx',
-        './packages/desktop-client/src/components/transactions/TransactionsTable.test.jsx',
-        './packages/desktop-client/src/hooks/useAccounts.ts',
-        './packages/desktop-client/src/hooks/useCategories.ts',
-        './packages/desktop-client/src/hooks/usePayees.ts',
-        './packages/desktop-client/src/hooks/useProperFocus.tsx',
-        './packages/desktop-client/src/hooks/useSelected.tsx',
-        './packages/loot-core/src/client/query-hooks.tsx',
-      ],
-      rules: {
-        'react-hooks/exhaustive-deps': 'off',
-      },
-    },
-  ],
-  settings: {
-    'import/resolver': {
-      typescript: {
-        alwaysTryTypes: true,
-      },
-    },
-  },
-};

.github/ISSUE_TEMPLATE/bug-report.yml

@@ -12,7 +12,7 @@ body:
     id: intro-md
     attributes:
       value: |
-        **IMPORTANT:** we use Github Issues only for BUG REPORTS and FEATURE REQUESTS. If you are looking for help/support - please reach out to the [community on Discord](https://discord.gg/pRYNYr4W5A). All non-bug and non-feature-request issues will be closed.
+        **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
@@ -23,8 +23,6 @@ body:
       options:
         - label: 'I have searched and found no existing issue'
           required: true
-        - label: 'I will be providing steps how to reproduce the bug (in most cases this will also mean uploading a demo budget file)'
-          required: true
     validations:
       required: true
   - type: textarea
@@ -36,6 +34,14 @@ body:
       value: 'A bug happened!'
     validations:
       required: true
+  - type: textarea
+    id: reproduction
+    attributes:
+      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: true
   - type: markdown
     id: env-info
     attributes:

.github/ISSUE_TEMPLATE/config.yml

@@ -6,3 +6,6 @@ contact_links:
   - 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/actions/setup/action.yml

@@ -1,5 +1,15 @@
 name: Setup
 
+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:
@@ -7,13 +17,28 @@ runs:
       uses: actions/setup-node@v4
       with:
         node-version: 18.16.0
+    - name: Install yarn
+      run: npm install -g yarn
+      shell: bash
+      if: ${{ env.ACT }}
     - name: Cache
       uses: actions/cache@v4
       id: cache
       with:
-        path: '**/node_modules'
-        key: yarn-v1-${{ runner.os }}-${{ hashFiles('.nvmrc') }}-${{ hashFiles('**/yarn.lock') }}
+        path: ${{ format('{0}/**/node_modules', inputs.working-directory) }}
+        key: yarn-v1-${{ runner.os }}-${{ hashFiles(format('{0}/.nvmrc', inputs.working-directory)) }}-${{ hashFiles(format('{0}/**/yarn.lock', inputs.working-directory)) }}
     - name: Install
+      working-directory: ${{ inputs.working-directory }}
       run: yarn --immutable
       shell: bash
       if: steps.cache.outputs.cache-hit != 'true'
+    - name: Download translations
+      uses: actions/checkout@v4
+      with:
+        repository: actualbudget/translations
+        path: ${{ inputs.working-directory }}/packages/desktop-client/locale
+      if: ${{ inputs.download-translations == 'true' }}
+    - name: Remove untranslated languages
+      run: packages/desktop-client/bin/remove-untranslated-languages
+      shell: bash
+      if: ${{ inputs.download-translations == 'true' }}

.github/workflows/electron-master.yml

@@ -40,6 +40,7 @@ jobs:
           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
@@ -48,13 +49,17 @@ jobs:
           sudo flatpak install org.electronjs.Electron2.BaseApp/x86_64/23.08 -y
       - name: Set up environment
         uses: ./.github/actions/setup
-      - name: Build Electron
+      - name: Build Electron for Mac
+        if: ${{ startsWith(matrix.os, 'macos') }}
         run: ./bin/package-electron
         env:
-          # CSC_KEY_PASSWORD: ${{ secrets.CSC_KEY_PASSWORD }}
-          # CSC_LINK: ${{ secrets.CSC_LINK }}
+          CSC_KEY_PASSWORD: ${{ secrets.CSC_KEY_PASSWORD }}
+          CSC_LINK: ${{ secrets.CSC_LINK }}
           APPLE_ID: ${{ secrets.APPLE_ID }}
           APPLE_APP_SPECIFIC_PASSWORD: ${{ secrets.APPLE_APP_SPECIFIC_PASSWORD }}
+      - name: Build Electron
+        if: ${{ ! startsWith(matrix.os, 'macos') }}
+        run: ./bin/package-electron
       - name: Upload Build
         uses: actions/upload-artifact@v4
         with:
@@ -62,13 +67,23 @@ jobs:
           path: |
             packages/desktop-electron/dist/*.dmg
             packages/desktop-electron/dist/*.exe
+            !packages/desktop-electron/dist/Actual-windows.exe
             packages/desktop-electron/dist/*.AppImage
             packages/desktop-electron/dist/*.flatpak
+      - name: Upload Windows Store Build
+        if: ${{ startsWith(matrix.os, 'windows') }}
+        uses: actions/upload-artifact@v4
+        with:
+          name: actual-electron-${{ matrix.os }}-appx
+          path: |
+            packages/desktop-electron/dist/*.appx
       - name: Add to Release
         uses: softprops/action-gh-release@v2
         with:
+          draft: true
           files: |
             packages/desktop-electron/dist/*.dmg
             packages/desktop-electron/dist/*.exe
+            !packages/desktop-electron/dist/Actual-windows.exe
             packages/desktop-electron/dist/*.AppImage
             packages/desktop-electron/dist/*.flatpak

.github/workflows/electron-pr.yml

@@ -35,6 +35,7 @@ jobs:
           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
@@ -52,5 +53,13 @@ jobs:
           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/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/size-compare.yml

@@ -25,7 +25,7 @@ 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 +33,7 @@ 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 }}
@@ -46,7 +46,7 @@ jobs:
           echo "Build failed on PR branch or ${{github.base_ref}}"
           exit 1
       - name: Download build artifact from ${{github.base_ref}}
-        uses: dawidd6/action-download-artifact@v3
+        uses: dawidd6/action-download-artifact@v6
         id: pr-build
         with:
           branch: ${{github.base_ref}}
@@ -55,12 +55,13 @@ jobs:
           path: base
 
       - name: Download build artifact from PR
-        uses: dawidd6/action-download-artifact@v3
+        uses: dawidd6/action-download-artifact@v6
         with:
           pr: ${{github.event.pull_request.number}}
           workflow: build.yml
           name: build-stats
           path: head
+          allow_forks: true
 
       - name: Strip content hashes from stats files
         run: |
@@ -70,14 +71,14 @@ jobs:
           sed -i -E 's/index\.[0-9a-zA-Z_-]{8,}\./index./g' ./base/web-stats.json
           sed -i -E 's/\.[0-9a-zA-Z_-]{8,}\.chunk\././g' ./base/web-stats.json
           sed -i -E 's/\.[0-9a-f]{8,}\././g' ./base/*.json
-      - uses: twk3/rollup-size-compare-action@v1.0.0
+      - uses: twk3/rollup-size-compare-action@v1.1.1
         with:
           github-token: ${{ secrets.GITHUB_TOKEN }}
           current-stats-json-path: ./head/web-stats.json
           base-stats-json-path: ./base/web-stats.json
           title: desktop-client
 
-      - uses: github/webpack-bundlesize-compare-action@v1.8.2
+      - uses: github/webpack-bundlesize-compare-action@v2.1.0
         with:
           github-token: ${{ secrets.GITHUB_TOKEN }}
           current-stats-json-path: ./head/loot-core-stats.json

.github/workflows/stale.yml

@@ -7,10 +7,20 @@ jobs:
   stale:
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/stale@v8
+      - uses: actions/stale@v9
         with:
           stale-pr-message: 'This PR is stale because it has been open 30 days with no activity. Remove stale label or comment or this will be closed in 5 days.'
           close-pr-message: 'This PR was closed because it has been stalled for 5 days with no activity.'
           days-before-stale: 30
           days-before-close: 5
           days-before-issue-stale: -1
+  stale-wip:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/stale@v9
+        with:
+          stale-pr-message: ':wave: Hi! It looks like this PR has not had any changes for a week now. Would you like someone to review this PR? If so - please remove the "[WIP]" prefix from the PR title. That will let the community know that this PR is open for a review.'
+          days-before-stale: 7
+          any-of-labels: ':construction: WIP'
+          days-before-close: -1
+          days-before-issue-stale: -1

.github/workflows/update-vrt.yml

@@ -0,0 +1,115 @@
+name: /update-vrt
+on:
+  issue_comment:
+    types: [ created ]
+
+permissions:
+  pull-requests: read
+  contents: read
+
+concurrency:
+  group: ${{ github.workflow }}-${{ github.event.issue.number }}-${{ contains(github.event.comment.body, '/update-vrt') }}
+  cancel-in-progress: true
+
+jobs:
+  update-vrt:
+    name: Update VRT
+    runs-on: ubuntu-latest
+    if: |
+      github.event.issue.pull_request &&
+      contains(github.event.comment.body, '/update-vrt')
+    container:
+      image: mcr.microsoft.com/playwright:v1.41.1-jammy
+    steps:
+      - name: Get PR branch
+#        Until https://github.com/xt0rted/pull-request-comment-branch/issues/322 is resolved we use the forked version
+        uses: gotson/pull-request-comment-branch@head-repo-owner-dist
+        id: comment-branch
+      - uses: actions/checkout@v4
+        with:
+          repository: ${{ steps.comment-branch.outputs.head_owner }}/${{ steps.comment-branch.outputs.head_repo }}
+          ref: ${{ steps.comment-branch.outputs.head_ref }}
+      - name: Set up environment
+        uses: ./.github/actions/setup
+      - name: Wait for Netlify build to finish
+        id: netlify
+        env:
+          COMMIT_SHA: ${{ steps.comment-branch.outputs.head_sha }}
+          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+        run: ./.github/actions/netlify-wait-for-build
+      - name: Run VRT Tests on Netlify URL
+        run: yarn vrt --update-snapshots
+        env:
+          E2E_START_URL: ${{ steps.netlify.outputs.url }}
+      - name: Create patch
+        run: |
+          git config --system --add safe.directory "*"
+          git config --global user.name "github-actions[bot]"
+          git config --global user.email "github-actions[bot]@users.noreply.github.com"
+          git reset
+          git add "**/*.png"
+          if git diff --staged --quiet; then
+            echo "No changes to commit"
+            exit 0
+          fi
+          git commit -m "Update VRT"
+          git format-patch -1 HEAD --stdout > Update-VRT.patch
+      - uses: actions/upload-artifact@v4
+        with:
+          name: patch
+          path: Update-VRT.patch
+
+  push-patch:
+    runs-on: ubuntu-latest
+    needs: update-vrt
+    permissions:
+      contents: write
+      pull-requests: write
+    steps:
+      - name: Get PR branch
+        #        Until https://github.com/xt0rted/pull-request-comment-branch/issues/322 is resolved we use the forked version
+        uses: gotson/pull-request-comment-branch@head-repo-owner-dist
+        id: comment-branch
+      - uses: actions/checkout@v4
+        with:
+          repository: ${{ steps.comment-branch.outputs.head_owner }}/${{ steps.comment-branch.outputs.head_repo }}
+          ref: ${{ steps.comment-branch.outputs.head_ref }}
+      - uses: actions/download-artifact@v4
+        continue-on-error: true
+        with:
+          name: patch
+      - name: Apply patch and push
+        env:
+          BRANCH_NAME: ${{ steps.comment-branch.outputs.head_ref }}
+        run: |
+          git config --global user.name "github-actions[bot]"
+          git config --global user.email "github-actions[bot]@users.noreply.github.com"
+          git apply Update-VRT.patch
+          git add "**/*.png"
+          if git diff --staged --quiet; then
+            echo "No changes to commit"
+            exit 0
+          fi
+          git commit -m "Update VRT"
+          git push origin HEAD:${BRANCH_NAME}
+      - name: Add finished reaction
+        uses: dkershner6/reaction-action@v2
+        with:
+          token: ${{ secrets.GITHUB_TOKEN }}
+          commentId: ${{ github.event.comment.id }}
+          reaction: "rocket"
+
+  add-starting-reaction:
+    runs-on: ubuntu-latest
+    if: |
+      github.event.issue.pull_request &&
+      contains(github.event.comment.body, '/update-vrt')
+    permissions:
+      pull-requests: write
+    steps:
+      - name: React to comment
+        uses: dkershner6/reaction-action@v2
+        with:
+          token: ${{ secrets.GITHUB_TOKEN }}
+          commentId: ${{ github.event.comment.id }}
+          reaction: "+1"

.github/workflows/wip.yml

@@ -1,27 +0,0 @@
-name: Add WIP
-
-on:
-  pull_request_target:
-    types:
-      - opened
-
-jobs:
-  add_wip_prefix:
-    if: |
-      join(github.event.pull_request.requested_reviewers) == ''
-        && !contains(github.event.pull_request.title, 'WIP')
-        && !contains(github.event.pull_request.labels.*.name, 'WIP')
-        && github.event.pull_request.draft != true
-    runs-on: ubuntu-latest
-    permissions:
-      pull-requests: write
-    steps:
-    - name: Checkout
-      uses: actions/checkout@v4
-    - name: Add WIP
-      env:
-          TITLE: ${{ github.event.pull_request.title }}
-      shell: bash
-      run: |
-        echo ${{ secrets.GITHUB_TOKEN }} | gh auth login --with-token
-        gh pr edit ${{ github.event.pull_request.number }} -t "[WIP] ${TITLE}"

.gitignore

@@ -21,6 +21,7 @@ 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
@@ -49,3 +50,6 @@ bundle.mobile.js.map
 
 # Local Netlify folder
 .netlify
+
+# build output
+package.tgz

.husky/pre-commit

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

.yarnrc.yml

@@ -2,6 +2,8 @@ compressionLevel: mixed
 
 enableGlobalCache: false
 
+enableTransparentWorkspaces: false
+
 nodeLinker: node-modules
 
-yarnPath: .yarn/releases/yarn-4.0.2.cjs
+yarnPath: .yarn/releases/yarn-4.3.1.cjs

README.md

@@ -14,22 +14,40 @@ Want to say thanks? Click the ⭐ at the top of the page.
 
 - Actual [discord](https://discord.gg/pRYNYr4W5A) community.
 - Actual [Community Documentation](https://actualbudget.org/docs)
+- [Frequently asked questions](https://actualbudget.org/docs/faq)
 
 ## Installation
 
-If you are only interested in running the latest version and not contributing to the source code, you don't need to clone this repo. You can get the latest version through npm.
+There are four ways to deploy Actual:
 
-### The easy way: using a server (recommended)
+1. One-click deployment [via PikaPods](https://www.pikapods.com/pods?run=actual) (~1.40 $/month) - recommended for non-technical users
+1. Managed hosting [via Fly.io](https://actualbudget.org/docs/install/fly) (~1.50 $/month)
+1. Self-hosted by using [a Docker image](https://actualbudget.org/docs/install/docker)
+1. Local-only apps - [downloadable Windows, Mac and Linux apps](https://actualbudget.org/download/) you can run on your device
 
-The easiest way to get Actual running is to use the [actual-server](https://github.com/actualbudget/actual-server) project. That is the server for syncing changes across devices, and it comes with the latest version of Actual. The server will provide both the web project and a server for syncing.
+Learn more in the [installation instructions docs](https://actualbudget.org/docs/install/).
 
-You can get up and running quickly and easily by following our [Running Actual Locally Guide](https://actualbudget.org/docs/install/local)
+## Ready to Start Budgeting?
+
+Read about [Envelope budgeting](https://actualbudget.org/docs/getting-started/envelope-budgeting) to know more about the idea behind Actual Budget.
+
+### Are you new to budgeting or want to start fresh?
+
+Check out the community's [Starting Fresh](https://actualbudget.org/docs/getting-started/starting-fresh) guide so you can quickly get up and running!
+
+### Are you migrating from other budgeting apps?
+
+Check out the community's [Migration](https://actualbudget.org/docs/migration/) guide to start jumping on the Actual Budget train!
 
 ## Documentation
 
 We have a wide range of documentation on how to use Actual, this is all available in our [Community Documentation](https://actualbudget.org/docs), this includes topics on Budgeting, Account Management, Tips & Tricks and some documentation for developers.
 
-## Code structure
+## Contributing
+
+Actual is a community driven product. Learn more about [contributing to Actual](https://actualbudget.org/docs/contributing/).
+
+### Code structure
 
 The Actual app is split up into a few packages:
 
@@ -39,15 +57,23 @@ The Actual app is split up into a few packages:
 
 More information on the project structure is available in our [community documentation](https://actualbudget.org/docs/contributing/project-details).
 
-## Feature Requests
+### Feature Requests
 
 Current feature requests can be seen [here](https://github.com/actualbudget/actual/issues?q=is%3Aissue+label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc).
 Vote for your favorite requests by reacting :+1: to the top comment of the request.
 
 To add new feature requests, open a new Issue of the "Feature Request" type.
 
+### Translation
+
+Make Actual Budget accessible to more people by helping with the [Internationalization](https://actualbudget.org/docs/contributing/i18n/) of Actual. We are using a crowd sourcing tool to manage the translations, see our [Weblate Project](https://hosted.weblate.org/projects/actualbudget/). Weblate proudly supports open-source software projects through their [Libre plan](https://weblate.org/en/hosting/#libre). 
+
+## Repo Activity
+
+![Alt](https://repobeats.axiom.co/api/embed/e20537dd8b74956f86736726ccfbc6f0565bec22.svg 'Repobeats analytics image')
+
 ## Sponsors
 
-Thanks to our wonderful sponsors who make Actual budget possible!
+Thanks to our wonderful sponsors who make Actual Budget possible!
 
 <a href="https://www.netlify.com"> <img src="https://www.netlify.com/v3/img/components/netlify-color-accent.svg" alt="Deploys by Netlify" /> </a>

bin/package-browser

@@ -4,6 +4,15 @@ 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 pull
+popd > /dev/null
+packages/desktop-client/bin/remove-untranslated-languages
+
 yarn workspace loot-core build:browser
 yarn workspace @actual-app/web build:browser
 

bin/package-electron

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

bin/run-vrt

@@ -28,5 +28,5 @@ echo "Running VRT tests with the following parameters:"
 echo "E2E_START_URL: $E2E_START_URL"
 echo "VRT_ARGS: $VRT_ARGS"
 
-docker run --rm --network host -v "$(pwd)":/work/ -w /work/ -it mcr.microsoft.com/playwright:v1.41.1-jammy /bin/bash \
+MSYS_NO_PATHCONV=1 docker run --rm --network host -v "$(pwd)":/work/ -w /work/ -it mcr.microsoft.com/playwright:v1.41.1-jammy /bin/bash \
   -c "E2E_START_URL=$E2E_START_URL yarn vrt $VRT_ARGS"

eslint.config.mjs

@@ -0,0 +1,835 @@
+import path from 'node:path';
+import { fileURLToPath } from 'node:url';
+
+import globals from 'globals';
+
+import pluginImport from 'eslint-plugin-import';
+import pluginJSXA11y from 'eslint-plugin-jsx-a11y';
+import pluginPrettier from 'eslint-plugin-prettier/recommended';
+import pluginReact from 'eslint-plugin-react';
+import pluginReactHooks from 'eslint-plugin-react-hooks';
+import pluginRulesDir from 'eslint-plugin-rulesdir';
+import pluginTypescript from 'typescript-eslint';
+
+import tsParser from '@typescript-eslint/parser';
+
+const __filename = fileURLToPath(import.meta.url);
+const __dirname = path.dirname(__filename);
+
+pluginRulesDir.RULES_DIR = path.join(
+  __dirname,
+  'packages',
+  'eslint-plugin-actual',
+  'lib',
+  'rules',
+);
+
+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',
+];
+
+/** @type {import('eslint').Linter.Config[]} */
+export default [
+  {
+    ignores: [
+      '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-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/src/icons/**/*',
+      'packages/desktop-client/test-results/',
+      'packages/desktop-client/playwright-report/',
+      'packages/desktop-electron/client-build/',
+      'packages/desktop-electron/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/sync-server',
+      '.yarn/*',
+      '.github/*',
+    ],
+  },
+  {
+    linterOptions: {
+      reportUnusedDisableDirectives: true,
+    },
+    languageOptions: {
+      globals: {
+        ...globals.browser,
+        ...globals.commonjs,
+        ...globals.jest,
+        ...globals.node,
+        globalThis: false,
+        vi: true,
+      },
+    },
+    settings: {
+      react: {
+        version: 'detect',
+      },
+
+      'import/resolver': {
+        typescript: {
+          alwaysTryTypes: true,
+        },
+      },
+    },
+  },
+  pluginReact.configs.flat.recommended,
+  pluginReact.configs.flat['jsx-runtime'],
+  pluginPrettier,
+  ...pluginTypescript.configs.recommended,
+  pluginImport.flatConfigs.recommended,
+  {
+    plugins: {
+      'react-hooks': pluginReactHooks,
+      'jsx-a11y': pluginJSXA11y,
+      rulesdir: pluginRulesDir,
+    },
+  },
+  {
+    files: ['**/*.{js,ts,jsx,tsx}'],
+    rules: {
+      // http://eslint.org/docs/rules/
+      'array-callback-return': 'warn',
+
+      'default-case': [
+        'warn',
+        {
+          commentPattern: '^no default$',
+        },
+      ],
+
+      curly: ['warn', 'multi-line', 'consistent'],
+      'dot-location': ['warn', 'property'],
+      eqeqeq: ['warn', 'smart'],
+      'new-parens': 'warn',
+      'no-array-constructor': 'warn',
+      'no-caller': 'warn',
+      'no-cond-assign': ['warn', 'except-parens'],
+      'no-const-assign': 'warn',
+      'no-control-regex': 'warn',
+      'no-delete-var': 'warn',
+      'no-dupe-args': 'warn',
+      'no-dupe-class-members': 'warn',
+      'no-dupe-keys': 'warn',
+      'no-duplicate-case': 'warn',
+      'no-empty-character-class': 'warn',
+      'no-empty-pattern': 'warn',
+      'no-eval': 'warn',
+      'no-ex-assign': 'warn',
+      'no-extend-native': 'warn',
+      'no-extra-bind': 'warn',
+      'no-extra-label': 'warn',
+      'no-fallthrough': 'warn',
+      'no-func-assign': 'warn',
+      'no-implied-eval': 'warn',
+      'no-invalid-regexp': 'warn',
+      'no-iterator': 'warn',
+      'no-label-var': 'warn',
+
+      'no-labels': [
+        'warn',
+        {
+          allowLoop: true,
+          allowSwitch: false,
+        },
+      ],
+
+      'no-lone-blocks': 'warn',
+
+      'no-mixed-operators': [
+        'warn',
+        {
+          groups: [
+            ['&', '|', '^', '~', '<<', '>>', '>>>'],
+            ['==', '!=', '===', '!==', '>', '>=', '<', '<='],
+            ['&&', '||'],
+            ['in', 'instanceof'],
+          ],
+
+          allowSamePrecedence: false,
+        },
+      ],
+
+      'no-multi-str': 'warn',
+      'no-global-assign': 'warn',
+      'no-unsafe-negation': 'warn',
+      'no-new-func': 'warn',
+      'no-new-object': 'warn',
+      'no-new-symbol': 'warn',
+      'no-new-wrappers': 'warn',
+      'no-obj-calls': 'warn',
+      'no-octal': 'warn',
+      'no-octal-escape': 'warn',
+      'no-redeclare': 'warn',
+      'no-regex-spaces': 'warn',
+      'no-script-url': 'warn',
+      'no-self-assign': 'warn',
+      'no-self-compare': 'warn',
+      'no-sequences': 'warn',
+      'no-shadow-restricted-names': 'warn',
+      'no-sparse-arrays': 'warn',
+      'no-template-curly-in-string': 'warn',
+      'no-this-before-super': 'warn',
+      'no-throw-literal': 'warn',
+      'no-undef': 'error',
+      'no-unreachable': 'warn',
+
+      'no-unused-expressions': [
+        'error',
+        {
+          allowShortCircuit: true,
+          allowTernary: true,
+          allowTaggedTemplates: true,
+        },
+      ],
+
+      'no-unused-labels': 'warn',
+
+      'no-use-before-define': [
+        'warn',
+        {
+          functions: false,
+          classes: false,
+          variables: false,
+        },
+      ],
+
+      'no-useless-computed-key': 'warn',
+      'no-useless-concat': 'warn',
+      'no-useless-constructor': 'warn',
+      'no-useless-escape': 'warn',
+
+      'no-useless-rename': [
+        'warn',
+        {
+          ignoreDestructuring: false,
+          ignoreImport: false,
+          ignoreExport: false,
+        },
+      ],
+
+      'no-with': 'warn',
+      'no-whitespace-before-property': 'warn',
+
+      'require-yield': 'warn',
+      'rest-spread-spacing': ['warn', 'never'],
+      strict: ['warn', 'never'],
+      'unicode-bom': ['warn', 'never'],
+      'use-isnan': 'warn',
+      'valid-typeof': 'warn',
+
+      'no-restricted-properties': [
+        'error',
+        {
+          object: 'require',
+          property: 'ensure',
+          message:
+            'Please use import() instead. More info: https://facebook.github.io/create-react-app/docs/code-splitting',
+        },
+        {
+          object: 'System',
+          property: 'import',
+          message:
+            'Please use import() instead. More info: https://facebook.github.io/create-react-app/docs/code-splitting',
+        },
+      ],
+
+      'getter-return': 'warn',
+
+      // https://github.com/benmosher/eslint-plugin-import/tree/master/docs/rules
+      'import/first': 'error',
+      'import/no-amd': 'error',
+      'import/no-anonymous-default-export': 'warn',
+      'import/no-webpack-loader-syntax': 'error',
+      'import/extensions': [
+        'warn',
+        'never',
+        {
+          json: 'always',
+        },
+      ],
+      'import/no-useless-path-segments': 'warn',
+      'import/no-duplicates': [
+        'warn',
+        {
+          'prefer-inline': true,
+        },
+      ],
+      'import/order': [
+        'warn',
+        {
+          alphabetize: {
+            caseInsensitive: true,
+            order: 'asc',
+          },
+
+          groups: ['builtin', 'external', 'parent', 'sibling', 'index'],
+          'newlines-between': 'always',
+
+          pathGroups: [
+            {
+              // Enforce that React (and react-related packages) is the first import
+              group: 'builtin',
+              pattern: 'react?(-*)',
+              position: 'before',
+            },
+            {
+              // Separate imports from Actual from "real" external imports
+              group: 'external',
+              pattern: 'loot-{core,design}/**/*',
+              position: 'after',
+            },
+          ],
+
+          pathGroupsExcludedImportTypes: ['react'],
+        },
+      ],
+
+      // https://github.com/yannickcr/eslint-plugin-react/tree/master/docs/rules
+      'react/forbid-foreign-prop-types': [
+        'warn',
+        {
+          allowInPropTypes: true,
+        },
+      ],
+      'react/jsx-no-comment-textnodes': 'warn',
+      'react/jsx-no-duplicate-props': 'warn',
+      'react/jsx-no-target-blank': 'warn',
+      'react/jsx-no-undef': 'error',
+      'react/jsx-pascal-case': [
+        'warn',
+        {
+          allowAllCaps: true,
+          ignore: [],
+        },
+      ],
+      'react/no-danger-with-children': 'warn',
+      // Disabled because of undesirable warnings
+      // See https://github.com/facebook/create-react-app/issues/5204 for
+      // blockers until its re-enabled
+      // 'react/no-deprecated': 'warn',
+      'react/no-direct-mutation-state': 'warn',
+      'react/no-is-mounted': 'warn',
+      'react/no-typos': 'error',
+      'react/require-render-return': 'error',
+      'react/style-prop-object': 'warn',
+      'react/jsx-no-useless-fragment': 'warn',
+      'react/self-closing-comp': 'warn',
+      'react/jsx-filename-extension': [
+        'warn',
+        {
+          extensions: ['.jsx', '.tsx'],
+          allow: 'as-needed',
+        },
+      ],
+      'react/no-unstable-nested-components': [
+        'warn',
+        {
+          allowAsProps: true,
+          customValidators: ['formatter'],
+        },
+      ],
+      // Don't need this as we're using TypeScript
+      'react/prop-types': 'off',
+
+      // https://github.com/evcohen/eslint-plugin-jsx-a11y/tree/master/docs/rules
+      'jsx-a11y/alt-text': 'warn',
+      'jsx-a11y/anchor-has-content': 'warn',
+      'jsx-a11y/anchor-is-valid': [
+        'warn',
+        {
+          aspects: ['noHref', 'invalidHref'],
+        },
+      ],
+      'jsx-a11y/aria-activedescendant-has-tabindex': 'warn',
+      'jsx-a11y/aria-props': 'warn',
+      'jsx-a11y/aria-proptypes': 'warn',
+      'jsx-a11y/aria-role': [
+        'warn',
+        {
+          ignoreNonDOM: true,
+        },
+      ],
+      'jsx-a11y/aria-unsupported-elements': 'warn',
+      'jsx-a11y/heading-has-content': 'warn',
+      'jsx-a11y/iframe-has-title': 'warn',
+      'jsx-a11y/img-redundant-alt': 'warn',
+      'jsx-a11y/no-access-key': 'warn',
+      'jsx-a11y/no-distracting-elements': 'warn',
+      'jsx-a11y/no-redundant-roles': 'warn',
+      'jsx-a11y/role-has-required-aria-props': 'warn',
+      'jsx-a11y/role-supports-aria-props': 'warn',
+      'jsx-a11y/scope': 'warn',
+
+      // https://github.com/facebook/react/tree/main/packages/eslint-plugin-react-hooks
+      'react-hooks/rules-of-hooks': 'error',
+      'react-hooks/exhaustive-deps': [
+        'warn',
+        {
+          additionalHooks: '(useQuery)',
+        },
+      ],
+
+      'rulesdir/typography': 'warn',
+      'rulesdir/prefer-if-statement': 'warn',
+
+      // Note: base rule explicitly disabled in favor of the TS one
+      'no-unused-vars': 'off',
+      '@typescript-eslint/no-unused-vars': [
+        'warn',
+        {
+          varsIgnorePattern: '^(_|React)',
+          ignoreRestSiblings: true,
+          caughtErrors: 'none',
+        },
+      ],
+
+      'no-restricted-globals': ['warn', ...confusingBrowserGlobals],
+
+      // https://github.com/eslint/eslint/issues/16954
+      // https://github.com/eslint/eslint/issues/16953
+      'no-loop-func': 'off',
+
+      // TODO: re-enable these rules
+      'react/react-in-jsx-scope': 'off',
+      'no-var': 'warn',
+      'react/jsx-curly-brace-presence': 'warn',
+      'object-shorthand': ['warn', 'properties'],
+
+      'no-restricted-syntax': [
+        'warn',
+        {
+          // forbid React.* as they are legacy https://twitter.com/dan_abramov/status/1308739731551858689
+          selector:
+            ":matches(MemberExpression[object.name='React'], TSQualifiedName[left.name='React'])",
+          message:
+            'Using default React import is discouraged, please use named exports directly instead.',
+        },
+        {
+          // forbid <a> in favor of <Link>
+          selector: 'JSXOpeningElement[name.name="a"]',
+          message: 'Using <a> is discouraged, please use <Link> instead.',
+        },
+      ],
+
+      'no-restricted-imports': [
+        'warn',
+        {
+          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',
+            },
+          ],
+        },
+      ],
+
+      '@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?(x)'],
+
+    languageOptions: {
+      parser: tsParser,
+      ecmaVersion: 2018,
+      sourceType: 'module',
+
+      parserOptions: {
+        project: [path.join(__dirname, './tsconfig.json')],
+        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',
+
+      // 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/**/*.{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/desktop-client/**/*'],
+    ignores: ['packages/desktop-client/src/hooks/useNavigate.{ts,tsx}'],
+
+    rules: {
+      'no-restricted-imports': [
+        'warn',
+        {
+          paths: [
+            {
+              name: 'react-router-dom',
+              importNames: ['useNavigate'],
+              message:
+                "Please import Actual's useNavigate() hook from `src/hooks` instead.",
+            },
+          ],
+        },
+      ],
+    },
+  },
+  {
+    files: ['packages/desktop-client/**/*', 'packages/loot-core/**/*'],
+    ignores: ['packages/desktop-client/src/redux/index.{ts,tsx}'],
+
+    rules: {
+      'no-restricted-imports': [
+        'warn',
+        {
+          paths: [
+            {
+              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.",
+            },
+          ],
+        },
+      ],
+    },
+  },
+  {
+    files: ['packages/loot-core/src/**/*'],
+
+    rules: {
+      'no-restricted-imports': [
+        'warn',
+        {
+          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: ['loot-core/**'],
+              message:
+                'Please use relative imports in loot-core instead of importing from `loot-core/*`',
+            },
+          ],
+        },
+      ],
+    },
+  },
+  {
+    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/desktop-client/src/style/index.*',
+      'packages/desktop-client/src/style/palette.*',
+    ],
+
+    rules: {
+      'no-restricted-imports': [
+        'off',
+        {
+          patterns: [
+            {
+              group: ['**/style', '**/colors'],
+              importNames: ['colors'],
+              message: 'Please use themes instead of colors',
+            },
+          ],
+        },
+      ],
+    },
+  },
+  {
+    files: ['packages/api/migrations/*', 'packages/loot-core/migrations/*'],
+
+    rules: {
+      'import/no-default-export': 'off',
+    },
+  },
+  {
+    files: ['packages/api/index.ts'],
+    rules: {
+      'import/no-unresolved': '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/desktop-client/src/components/common/Menu.tsx',
+      'packages/desktop-client/src/components/FinancesApp.tsx',
+      'packages/desktop-client/src/components/GlobalKeys.ts',
+      'packages/desktop-client/src/components/LoggedInUser.tsx',
+      'packages/desktop-client/src/components/manager/ManagementApp.jsx',
+      'packages/desktop-client/src/components/manager/subscribe/common.tsx',
+      'packages/desktop-client/src/components/ManageRules.tsx',
+      'packages/desktop-client/src/components/mobile/MobileAmountInput.jsx',
+      'packages/desktop-client/src/components/mobile/MobileNavTabs.tsx',
+      'packages/desktop-client/src/components/Modals.tsx',
+      'packages/desktop-client/src/components/modals/EditRule.jsx',
+      'packages/desktop-client/src/components/modals/ImportTransactions.jsx',
+      'packages/desktop-client/src/components/modals/MergeUnusedPayees.jsx',
+      'packages/desktop-client/src/components/Notifications.tsx',
+      'packages/desktop-client/src/components/payees/ManagePayees.jsx',
+      'packages/desktop-client/src/components/payees/ManagePayeesWithData.jsx',
+      'packages/desktop-client/src/components/payees/PayeeTable.tsx',
+      'packages/desktop-client/src/components/reports/graphs/tableGraph/ReportTable.tsx',
+      'packages/desktop-client/src/components/reports/graphs/tableGraph/ReportTableTotals.tsx',
+      'packages/desktop-client/src/components/reports/reports/CashFlowCard.jsx',
+      'packages/desktop-client/src/components/reports/reports/CustomReport.jsx',
+      'packages/desktop-client/src/components/reports/reports/NetWorthCard.jsx',
+      'packages/desktop-client/src/components/reports/SaveReportName.tsx',
+      'packages/desktop-client/src/components/reports/useReport.ts',
+      'packages/desktop-client/src/components/schedules/ScheduleDetails.jsx',
+      'packages/desktop-client/src/components/schedules/SchedulesTable.tsx',
+      'packages/desktop-client/src/components/select/DateSelect.tsx',
+      'packages/desktop-client/src/components/sidebar/Tools.tsx',
+      'packages/desktop-client/src/components/sort.tsx',
+      'packages/desktop-client/src/components/spreadsheet/useSheetValue.ts',
+      'packages/desktop-client/src/components/table.tsx',
+      'packages/desktop-client/src/components/Titlebar.tsx',
+      'packages/desktop-client/src/components/transactions/MobileTransaction.jsx',
+      'packages/desktop-client/src/components/transactions/SelectedTransactions.jsx',
+      'packages/desktop-client/src/components/transactions/SimpleTransactionsTable.jsx',
+      'packages/desktop-client/src/components/transactions/TransactionList.jsx',
+      'packages/desktop-client/src/components/transactions/TransactionsTable.jsx',
+      'packages/desktop-client/src/components/transactions/TransactionsTable.test.jsx',
+      'packages/desktop-client/src/hooks/useAccounts.ts',
+      'packages/desktop-client/src/hooks/useCategories.ts',
+      'packages/desktop-client/src/hooks/usePayees.ts',
+      'packages/desktop-client/src/hooks/useProperFocus.tsx',
+      'packages/desktop-client/src/hooks/useSelected.tsx',
+      'packages/loot-core/src/client/query-hooks.tsx',
+    ],
+
+    rules: {
+      'react-hooks/exhaustive-deps': 'off',
+    },
+  },
+  {
+    files: [
+      'eslint.config.mjs',
+      '**/*.test.js',
+      '**/*.test.ts',
+      '**/*.test.jsx',
+      '**/*.test.tsx',
+    ],
+
+    rules: {
+      'rulesdir/typography': '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'],
+    },
+  },
+];

package.json

@@ -30,6 +30,7 @@
     "build:browser": "./bin/package-browser",
     "build:desktop": "./bin/package-electron",
     "build:api": "yarn workspace @actual-app/api build",
+    "generate:i18n": "yarn workspace @actual-app/web generate:i18n",
     "test": "yarn workspaces foreach --all --parallel --verbose run test",
     "test:debug": "yarn workspaces foreach --all --verbose run test",
     "e2e": "yarn workspaces foreach --all --parallel --verbose run e2e",
@@ -37,27 +38,34 @@
     "vrt:docker": "./bin/run-vrt",
     "rebuild-electron": "./node_modules/.bin/electron-rebuild -f -m ./packages/loot-core",
     "rebuild-node": "yarn workspace loot-core rebuild",
-    "lint": "eslint . --max-warnings 0 --ext .js,.jsx,.ts,.tsx",
+    "lint": "eslint . --max-warnings 0",
     "lint:verbose": "DEBUG=eslint:cli-engine eslint . --max-warnings 0",
     "typecheck": "yarn tsc && tsc-strict",
-    "jq": "./node_modules/node-jq/bin/jq"
+    "jq": "./node_modules/node-jq/bin/jq",
+    "prepare": "husky"
   },
   "devDependencies": {
+    "@typescript-eslint/parser": "^8.18.1",
     "cross-env": "^7.0.3",
-    "eslint": "^8.37.0",
+    "eslint": "^9.17.0",
     "eslint-config-prettier": "^9.1.0",
-    "eslint-config-react-app": "7.0.1",
-    "eslint-import-resolver-typescript": "3.5.5",
-    "eslint-plugin-import": "2.27.5",
-    "eslint-plugin-prettier": "5.1.3",
-    "eslint-plugin-react": "7.32.2",
+    "eslint-import-resolver-typescript": "^3.7.0",
+    "eslint-plugin-import": "^2.31.0",
+    "eslint-plugin-jsx-a11y": "^6.10.2",
+    "eslint-plugin-prettier": "5.2.1",
+    "eslint-plugin-react": "^7.37.2",
+    "eslint-plugin-react-hooks": "^5.1.0",
     "eslint-plugin-rulesdir": "^0.2.2",
+    "globals": "^15.13.0",
+    "husky": "^9.0.11",
+    "lint-staged": "^15.2.9",
     "node-jq": "^4.0.1",
     "npm-run-all": "^4.1.5",
-    "prettier": "3.2.4",
+    "prettier": "^3.4.2",
     "source-map-support": "^0.5.21",
-    "typescript": "^5.0.2",
-    "typescript-strict-plugin": "^2.2.2-beta.2"
+    "typescript": "^5.5.4",
+    "typescript-eslint": "^8.18.1",
+    "typescript-strict-plugin": "^2.4.4"
   },
   "resolutions": {
     "rollup": "4.9.4"
@@ -65,7 +73,10 @@
   "engines": {
     "node": ">=18.0.0"
   },
-  "packageManager": "yarn@4.0.2",
+  "lint-staged": {
+    "*.{js,jsx,ts,tsx,md,json}": "prettier --write"
+  },
+  "packageManager": "yarn@4.3.1",
   "browserslist": [
     "electron 24.0",
     "defaults"

packages/api/methods.test.ts

@@ -58,6 +58,19 @@ describe('API CRUD operations', () => {
     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';
@@ -68,28 +81,22 @@ describe('API CRUD operations', () => {
     expect(groups).toEqual(
       expect.arrayContaining([
         expect.objectContaining({
-          hidden: 0,
+          hidden: false,
           id: 'fc3825fd-b982-4b72-b768-5b30844cf832',
-          is_income: 0,
+          is_income: false,
           name: 'Usual Expenses',
-          sort_order: 16384,
-          tombstone: 0,
         }),
         expect.objectContaining({
-          hidden: 0,
+          hidden: false,
           id: 'a137772f-cf2f-4089-9432-822d2ddc1466',
-          is_income: 0,
+          is_income: false,
           name: 'Investments and Savings',
-          sort_order: 32768,
-          tombstone: 0,
         }),
         expect.objectContaining({
-          hidden: 0,
+          hidden: false,
           id: '2E1F5BDB-209B-43F9-AF2C-3CE28E380C00',
-          is_income: 1,
+          is_income: true,
           name: 'Income',
-          sort_order: 32768,
-          tombstone: 0,
         }),
       ]),
     );
@@ -251,7 +258,7 @@ describe('API CRUD operations', () => {
     );
   });
 
-  //apis: createAccount, getAccounts, updateAccount, closeAccount, deleteAccount, reopenAccount
+  //apis: createAccount, getAccounts, updateAccount, closeAccount, deleteAccount, reopenAccount, getAccountBalance
   test('Accounts: successfully complete account operators', async () => {
     const accountId1 = await api.createAccount(
       { name: 'test-account1', offbudget: true },
@@ -272,6 +279,9 @@ describe('API CRUD operations', () => {
       ]),
     );
 
+    expect(await api.getAccountBalance(accountId1)).toEqual(1000);
+    expect(await api.getAccountBalance(accountId2)).toEqual(0);
+
     await api.updateAccount(accountId1, { offbudget: false });
     await api.closeAccount(accountId1, accountId2, null);
     await api.deleteAccount(accountId2);
@@ -547,10 +557,10 @@ describe('API CRUD operations', () => {
     );
 
     // delete rules
-    await api.deleteRule(rules[1]);
+    await api.deleteRule(rules[1].id);
     expect(await api.getRules()).toHaveLength(1);
 
-    await api.deleteRule(rules[0]);
+    await api.deleteRule(rules[0].id);
     expect(await api.getRules()).toHaveLength(0);
   });
 
@@ -569,6 +579,11 @@ describe('API CRUD operations', () => {
     });
     expect(addResult).toBe('ok');
 
+    expect(await api.getAccountBalance(accountId)).toEqual(200);
+    expect(
+      await api.getAccountBalance(accountId, new Date(2023, 10, 2)),
+    ).toEqual(0);
+
     // confirm added transactions exist
     let transactions = await api.getTransactions(
       accountId,

packages/api/methods.ts

@@ -31,6 +31,10 @@ 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');
 }
@@ -81,8 +85,22 @@ export function addTransactions(
   });
 }
 
-export function importTransactions(accountId, transactions) {
-  return send('api/transactions-import', { accountId, transactions });
+export interface ImportTransactionsOpts {
+  defaultCleared?: boolean;
+}
+
+export function importTransactions(
+  accountId,
+  transactions,
+  opts: ImportTransactionsOpts = {
+    defaultCleared: true,
+  },
+) {
+  return send('api/transactions-import', {
+    accountId,
+    transactions,
+    opts,
+  });
 }
 
 export function getTransactions(accountId, startDate, endDate) {
@@ -125,6 +143,10 @@ 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');
 }
@@ -157,6 +179,10 @@ export function deleteCategory(id, transferCategoryId?) {
   return send('api/category-delete', { id, transferCategoryId });
 }
 
+export function getCommonPayees() {
+  return send('api/common-payees-get');
+}
+
 export function getPayees() {
   return send('api/payees-get');
 }
@@ -173,6 +199,10 @@ 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');
 }
@@ -189,6 +219,14 @@ export function updateRule(rule) {
   return send('api/rule-update', { rule });
 }
 
-export function deleteRule(id) {
-  return send('api/rule-delete', { id });
+export function deleteRule(id: string) {
+  return send('api/rule-delete', id);
+}
+
+export function holdBudgetForNextMonth(month, amount) {
+  return send('api/budget-hold-for-next-month', { month, amount });
+}
+
+export function resetBudgetHold(month) {
+  return send('api/budget-reset-hold', { month });
 }

packages/api/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@actual-app/api",
-  "version": "6.8.0",
+  "version": "25.1.0",
   "license": "MIT",
   "description": "An API for Actual",
   "engines": {
@@ -23,7 +23,7 @@
   },
   "dependencies": {
     "@actual-app/crdt": "workspace:^",
-    "better-sqlite3": "^9.6.0",
+    "better-sqlite3": "^11.7.0",
     "compare-versions": "^6.1.0",
     "node-fetch": "^3.3.2",
     "uuid": "^9.0.1"
@@ -35,6 +35,6 @@
     "@types/uuid": "^9.0.2",
     "jest": "^27.5.1",
     "tsc-alias": "^1.8.8",
-    "typescript": "^5.0.2"
+    "typescript": "^5.5.4"
   }
 }

packages/api/tsconfig.dist.json

@@ -5,13 +5,14 @@
     // the latest Node 16.x release supports all of the features
     "target": "ES2021",
     "module": "CommonJS",
+    "moduleResolution": "node10",
     "noEmit": false,
     "declaration": true,
     "outDir": "dist",
     "declarationDir": "@types",
     "paths": {
       "loot-core/src/*": ["./loot-core/*"],
-      "loot-core/*": ["./@types/loot-core/*"],
+      "loot-core/*": ["./@types/loot-core/*"]
     }
   },
   "include": ["."],

packages/crdt/package.json

@@ -26,6 +26,6 @@
     "@types/uuid": "^9.0.2",
     "jest": "^27.5.1",
     "ts-protoc-gen": "^0.15.0",
-    "typescript": "^5.0.2"
+    "typescript": "^5.5.4"
   }
 }

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

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

packages/crdt/src/crdt/merkle.ts

@@ -134,6 +134,7 @@ export function diff(trie1: TrieNode, trie2: TrieNode): number | null {
     node2 = node2[diffkey] || emptyTrie();
   }
 
+  // eslint-disable-next-line no-unreachable
   return null;
 }
 

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

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

packages/crdt/src/crdt/timestamp.ts

@@ -154,7 +154,7 @@ export class Timestamp {
   /**
    * maximum timestamp
    */
-  // eslint-disable-next-line @typescript-eslint/no-non-null-assertion
+
   static max = Timestamp.parse(
     '9999-12-31T23:59:59.999Z-FFFF-FFFFFFFFFFFFFFFF',
   )!;
@@ -294,7 +294,7 @@ export class Timestamp {
   /**
    * zero/minimum timestamp
    */
-  // eslint-disable-next-line @typescript-eslint/no-non-null-assertion
+
   static zero = Timestamp.parse(
     '1970-01-01T00:00:00.000Z-0000-0000000000000000',
   )!;

packages/crdt/tsconfig.dist.json

@@ -5,6 +5,7 @@
     // the latest Node 16.x release supports all of the features
     "target": "ES2021",
     "module": "CommonJS",
+    "moduleResolution": "node10",
     "noEmit": false,
     "declaration": true,
     "strict": true,

packages/desktop-client/.gitignore

@@ -6,9 +6,11 @@ node_modules
 # testing
 coverage
 test-results
+playwright-report
 
 # production
 build
+build-electron
 build-stats
 stats.json
 
@@ -23,3 +25,6 @@ public/kcab
 public/data
 public/data-file-index.txt
 public/*.wasm
+
+# translations
+locale/

packages/desktop-client/bin/remove-untranslated-languages

@@ -0,0 +1,48 @@
+#!/usr/bin/env node
+const fs = require('fs');
+const path = require('path');
+
+// Local path to the cloned translations repository
+const localRepoPath = './packages/desktop-client/locale';
+
+// Compare JSON files and delete incomplete ones
+const processTranslations = () => {
+  try {
+    const files = fs.readdirSync(localRepoPath);
+    const enJsonPath = path.join(localRepoPath, 'en.json');
+
+    if (!fs.existsSync(enJsonPath)) {
+      throw new Error('en.json not found in the repository.');
+    }
+
+    const enJson = JSON.parse(fs.readFileSync(enJsonPath, 'utf8'));
+    const enKeysCount = Object.keys(enJson).length;
+
+    console.log(`en.json has ${enKeysCount} keys.`);
+
+    files.forEach((file) => {
+      if (file === 'en.json' || path.extname(file) !== '.json') return;
+
+      const filePath = path.join(localRepoPath, file);
+      const jsonData = JSON.parse(fs.readFileSync(filePath, 'utf8'));
+      const fileKeysCount = Object.keys(jsonData).length;
+
+      // Calculate the percentage of keys present compared to en.json
+      const percentage = (fileKeysCount / enKeysCount) * 100;
+      console.log(`${file} has ${fileKeysCount} keys (${percentage.toFixed(2)}%).`);
+
+      if (percentage < 50) {
+        fs.unlinkSync(filePath);
+        console.log(`Deleted ${file} due to insufficient keys.`);
+      } else {
+        console.log(`Keeping ${file}.`);
+      }
+    });
+
+    console.log('Processing completed.');
+  } catch (error) {
+    console.error(`Error: ${error.message}`);
+  }
+};
+
+processTranslations();

packages/desktop-client/e2e/accounts.mobile.test.ts

@@ -0,0 +1,65 @@
+import { type Page } from '@playwright/test';
+
+import { expect, test } from './fixtures';
+import { ConfigurationPage } from './page-models/configuration-page';
+import { MobileNavigation } from './page-models/mobile-navigation';
+
+test.describe('Mobile Accounts', () => {
+  let page: Page;
+  let navigation: MobileNavigation;
+  let configurationPage: 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('opens the accounts page and asserts on balances', async () => {
+    const accountsPage = await navigation.goToAccountsPage();
+    await accountsPage.waitFor();
+
+    const account = await accountsPage.getNthAccount(1);
+
+    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();
+    await accountsPage.waitFor();
+
+    const accountPage = await accountsPage.openNthAccount(0);
+    await accountPage.waitFor();
+
+    await expect(accountPage.heading).toHaveText('Bank of America');
+    await expect(accountPage.transactionList).toBeVisible();
+    await expect(await accountPage.getBalance()).toBeGreaterThan(0);
+    await expect(accountPage.noTransactionsMessage).not.toBeVisible();
+    await expect(page).toMatchThemeScreenshots();
+
+    await accountPage.searchByText('nothing should be found');
+    await expect(accountPage.noTransactionsMessage).toBeVisible();
+    await expect(accountPage.transactions).toHaveCount(0);
+    await expect(page).toMatchThemeScreenshots();
+
+    await accountPage.clearSearch();
+    await expect(accountPage.transactions).not.toHaveCount(0);
+
+    await accountPage.searchByText('Kroger');
+    await expect(accountPage.transactions).not.toHaveCount(0);
+    await expect(page).toMatchThemeScreenshots();
+  });
+});

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

@@ -1,15 +1,19 @@
-import { test, expect } from '@playwright/test';
+import { join } from 'path';
 
+import { type Page } from '@playwright/test';
+
+import { expect, test } from './fixtures';
+import { type AccountPage } from './page-models/account-page';
 import { ConfigurationPage } from './page-models/configuration-page';
 import { Navigation } from './page-models/navigation';
 
 test.describe('Accounts', () => {
-  let page;
-  let navigation;
-  let configurationPage;
-  let accountPage;
+  let page: Page;
+  let navigation: Navigation;
+  let configurationPage: ConfigurationPage;
+  let accountPage: AccountPage;
 
-  test.beforeAll(async ({ browser }) => {
+  test.beforeEach(async ({ browser }) => {
     page = await browser.newPage();
     navigation = new Navigation(page);
     configurationPage = new ConfigurationPage(page);
@@ -18,7 +22,7 @@ test.describe('Accounts', () => {
     await configurationPage.createTestFile();
   });
 
-  test.afterAll(async () => {
+  test.afterEach(async () => {
     await page.close();
   });
 
@@ -52,15 +56,17 @@ test.describe('Accounts', () => {
     await expect(page).toMatchThemeScreenshots();
   });
 
-  test.describe('Budgeted Accounts', () => {
+  test.describe('On Budget Accounts', () => {
     // Reset filters
     test.afterEach(async () => {
       await accountPage.removeFilter(0);
     });
 
     test('creates a transfer from two existing transactions', async () => {
-      accountPage = await navigation.goToAccountPage('For budget');
-      await expect(accountPage.accountName).toHaveText('Budgeted Accounts');
+      accountPage = await navigation.goToAccountPage('On budget');
+      await accountPage.waitFor();
+
+      await expect(accountPage.accountName).toHaveText('On Budget Accounts');
 
       await accountPage.filterByNote('Test Acc Transfer');
 
@@ -99,4 +105,61 @@ test.describe('Accounts', () => {
       await expect(transaction.account).toHaveText('Ally Savings');
     });
   });
+
+  test.describe('Import Transactions', () => {
+    test.beforeEach(async () => {
+      accountPage = await navigation.createAccount({
+        name: 'CSV import',
+        offBudget: false,
+        balance: 0,
+      });
+      await accountPage.waitFor();
+    });
+
+    async function importCsv(screenshot = false) {
+      const fileChooserPromise = page.waitForEvent('filechooser');
+      await accountPage.page.getByRole('button', { name: 'Import' }).click();
+
+      const fileChooser = await fileChooserPromise;
+      await fileChooser.setFiles(join(__dirname, 'data/test.csv'));
+
+      if (screenshot) await expect(page).toMatchThemeScreenshots();
+
+      const importButton = accountPage.page.getByRole('button', {
+        name: /Import \d+ transactions/,
+      });
+      await importButton.click();
+
+      await expect(importButton).not.toBeVisible();
+    }
+
+    test('imports transactions from a CSV file', async () => {
+      await importCsv(true);
+    });
+
+    test('import csv file twice', async () => {
+      await importCsv(false);
+
+      const fileChooserPromise = page.waitForEvent('filechooser');
+      await accountPage.page.getByRole('button', { name: 'Import' }).click();
+
+      const fileChooser = await fileChooserPromise;
+      await fileChooser.setFiles(join(__dirname, 'data/test.csv'));
+
+      await expect(page).toMatchThemeScreenshots();
+
+      const importButton = accountPage.page.getByRole('button', {
+        name: /Import \d+ transactions/,
+      });
+
+      await expect(importButton).toBeDisabled();
+      await expect(await importButton.innerText()).toMatch(
+        /Import 0 transactions/,
+      );
+
+      await accountPage.page.getByRole('button', { name: 'Close' }).click();
+
+      await expect(importButton).not.toBeVisible();
+    });
+  });
 });

packages/desktop-client/e2e/budget.mobile.test.ts

@@ -0,0 +1,404 @@
+import { type Page } from '@playwright/test';
+
+import { amountToCurrency, currencyToAmount } from 'loot-core/shared/util';
+import * as monthUtils from 'loot-core/src/shared/months';
+
+import { expect, test } from './fixtures';
+import { ConfigurationPage } from './page-models/configuration-page';
+import { type MobileBudgetPage } from './page-models/mobile-budget-page';
+import { MobileNavigation } from './page-models/mobile-navigation';
+
+const copyLastMonthBudget = async (
+  budgetPage: MobileBudgetPage,
+  categoryName: string,
+) => {
+  const budgetMenuModal = await budgetPage.openBudgetMenu(categoryName);
+  await budgetMenuModal.copyLastMonthBudget();
+  await budgetMenuModal.close();
+};
+
+const setTo3MonthAverage = async (
+  budgetPage: MobileBudgetPage,
+  categoryName: string,
+) => {
+  const budgetMenuModal = await budgetPage.openBudgetMenu(categoryName);
+  await budgetMenuModal.setTo3MonthAverage();
+  await budgetMenuModal.close();
+};
+
+const setTo6MonthAverage = async (
+  budgetPage: MobileBudgetPage,
+  categoryName: string,
+) => {
+  const budgetMenuModal = await budgetPage.openBudgetMenu(categoryName);
+  await budgetMenuModal.setTo6MonthAverage();
+  await budgetMenuModal.close();
+};
+
+const setToYearlyAverage = async (
+  budgetPage: MobileBudgetPage,
+  categoryName: string,
+) => {
+  const budgetMenuModal = await budgetPage.openBudgetMenu(categoryName);
+  await budgetMenuModal.setToYearlyAverage();
+  await budgetMenuModal.close();
+};
+
+async function setBudgetAverage(
+  budgetPage: MobileBudgetPage,
+  categoryName: string,
+  numberOfMonths: number,
+  setBudgetAverageFn: (
+    budgetPage: MobileBudgetPage,
+    categoryName: string,
+    numberOfMonths: number,
+  ) => Promise<void>,
+) {
+  let totalSpent = 0;
+
+  for (let i = 0; i < numberOfMonths; i++) {
+    await budgetPage.goToPreviousMonth();
+    const spentButton = await budgetPage.getButtonForSpent(categoryName);
+    const spent = await spentButton.textContent();
+    totalSpent += currencyToAmount(spent) ?? 0;
+  }
+
+  // Calculate average amount
+  const averageSpent = totalSpent / numberOfMonths;
+
+  // Go back to the current month
+  for (let i = 0; i < numberOfMonths; i++) {
+    await budgetPage.goToNextMonth();
+  }
+
+  await setBudgetAverageFn(budgetPage, categoryName, numberOfMonths);
+
+  return averageSpent;
+}
+
+const budgetTypes = ['Envelope', 'Tracking'] as const;
+
+budgetTypes.forEach(budgetType => {
+  test.describe(`Mobile Budget [${budgetType}]`, () => {
+    let page: Page;
+    let navigation: MobileNavigation;
+    let configurationPage: ConfigurationPage;
+    let previousGlobalIsTesting: boolean;
+
+    test.beforeAll(() => {
+      // TODO: Hack, properly mock the currentMonth function
+      previousGlobalIsTesting = global.IS_TESTING;
+      global.IS_TESTING = true;
+    });
+
+    test.afterAll(() => {
+      // TODO: Hack, properly mock the currentMonth function
+      global.IS_TESTING = previousGlobalIsTesting;
+    });
+
+    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();
+
+      const settingsPage = await navigation.goToSettingsPage();
+      await settingsPage.useBudgetType(budgetType);
+    });
+
+    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',
+        'Starting Balances',
+        'Misc',
+        'Income',
+      ]);
+      await expect(page).toMatchThemeScreenshots();
+    });
+
+    // Page Header Tests
+
+    test('checks that clicking the Actual logo in the page header opens the budget page menu', async () => {
+      const budgetPage = await navigation.goToBudgetPage();
+
+      await budgetPage.openBudgetPageMenu();
+
+      const budgetPageMenuModal = page.getByRole('dialog');
+
+      await expect(budgetPageMenuModal).toBeVisible();
+      await expect(page).toMatchThemeScreenshots();
+    });
+
+    test("checks that clicking the left arrow in the page header shows the previous month's budget", async () => {
+      const budgetPage = await navigation.goToBudgetPage();
+
+      const selectedMonth = await budgetPage.getSelectedMonth();
+      const displayMonth = monthUtils.format(
+        selectedMonth,
+        budgetPage.MONTH_HEADER_DATE_FORMAT,
+      );
+
+      await expect(budgetPage.heading).toHaveText(displayMonth);
+
+      const previousMonth = await budgetPage.goToPreviousMonth();
+      const previousDisplayMonth = monthUtils.format(
+        previousMonth,
+        budgetPage.MONTH_HEADER_DATE_FORMAT,
+      );
+
+      await expect(budgetPage.heading).toHaveText(previousDisplayMonth);
+      await expect(page).toMatchThemeScreenshots();
+    });
+
+    test('checks that clicking the month in the page header opens the month menu modal', async () => {
+      const budgetPage = await navigation.goToBudgetPage();
+
+      const selectedMonth = await budgetPage.getSelectedMonth();
+
+      await budgetPage.openMonthMenu();
+
+      const monthMenuModal = page.getByRole('dialog');
+      const monthMenuModalHeading = monthMenuModal.getByRole('heading');
+
+      const displayMonth = monthUtils.format(
+        selectedMonth,
+        budgetPage.MONTH_HEADER_DATE_FORMAT,
+      );
+      await expect(monthMenuModalHeading).toHaveText(displayMonth);
+      await expect(page).toMatchThemeScreenshots();
+    });
+
+    test("checks that clicking the right arrow in the page header shows the next month's budget", async () => {
+      const budgetPage = await navigation.goToBudgetPage();
+
+      const selectedMonth = await budgetPage.getSelectedMonth();
+      const displayMonth = monthUtils.format(
+        selectedMonth,
+        budgetPage.MONTH_HEADER_DATE_FORMAT,
+      );
+
+      await expect(budgetPage.heading).toHaveText(displayMonth);
+
+      const nextMonth = await budgetPage.goToNextMonth();
+      const nextDisplayMonth = monthUtils.format(
+        nextMonth,
+        budgetPage.MONTH_HEADER_DATE_FORMAT,
+      );
+
+      await expect(budgetPage.heading).toHaveText(nextDisplayMonth);
+      await expect(page).toMatchThemeScreenshots();
+    });
+
+    // Category / Category Group Menu Tests
+
+    test('checks that clicking the category group name opens the category group menu modal', async () => {
+      const budgetPage = await navigation.goToBudgetPage();
+
+      const categoryGroupName = await budgetPage.getCategoryGroupNameForRow(0);
+      await budgetPage.openCategoryGroupMenu(categoryGroupName);
+
+      const categoryMenuModalHeading = page
+        .getByRole('dialog')
+        .getByRole('heading');
+
+      await expect(categoryMenuModalHeading).toHaveText(categoryGroupName);
+      await expect(page).toMatchThemeScreenshots();
+    });
+
+    test('checks that clicking the category name opens the category menu modal', async () => {
+      const budgetPage = await navigation.goToBudgetPage();
+
+      const categoryName = await budgetPage.getCategoryNameForRow(0);
+      const categoryMenuModal = await budgetPage.openCategoryMenu(categoryName);
+
+      await expect(categoryMenuModal.heading).toHaveText(categoryName);
+      await expect(page).toMatchThemeScreenshots();
+    });
+
+    // Budgeted Cell Tests
+
+    test('checks that clicking the budgeted cell opens the budget menu modal', async () => {
+      const budgetPage = await navigation.goToBudgetPage();
+
+      const categoryName = await budgetPage.getCategoryNameForRow(0);
+      const budgetMenuModal = await budgetPage.openBudgetMenu(categoryName);
+
+      await expect(budgetMenuModal.heading).toHaveText(categoryName);
+      await expect(page).toMatchThemeScreenshots();
+    });
+
+    test('updates the budgeted amount', async () => {
+      const budgetPage = await navigation.goToBudgetPage();
+
+      const categoryName = await budgetPage.getCategoryNameForRow(0);
+      const budgetMenuModal = await budgetPage.openBudgetMenu(categoryName);
+
+      const budgetAmount = 123;
+
+      // Set to 123.00
+      await budgetMenuModal.setBudgetAmount(`${budgetAmount}00`);
+
+      const budgetedButton =
+        await budgetPage.getButtonForBudgeted(categoryName);
+
+      await expect(budgetedButton).toHaveText(amountToCurrency(budgetAmount));
+      await expect(page).toMatchThemeScreenshots();
+    });
+
+    test(`copies last month's budget`, async () => {
+      const budgetPage = await navigation.goToBudgetPage();
+
+      const categoryName = await budgetPage.getCategoryNameForRow(3);
+      const budgetedButton =
+        await budgetPage.getButtonForBudgeted(categoryName);
+
+      await budgetPage.goToPreviousMonth();
+
+      const lastMonthBudget = await budgetedButton.textContent();
+
+      await budgetPage.goToNextMonth();
+
+      await copyLastMonthBudget(budgetPage, categoryName);
+
+      await expect(budgetedButton).toHaveText(lastMonthBudget);
+      await expect(page).toMatchThemeScreenshots();
+    });
+
+    (
+      [
+        [3, setTo3MonthAverage],
+        [6, setTo6MonthAverage],
+        [12, setToYearlyAverage],
+      ] as const
+    ).forEach(([numberOfMonths, setBudgetAverageFn]) => {
+      test(`set budget to ${numberOfMonths} month average`, async () => {
+        const budgetPage = await navigation.goToBudgetPage();
+
+        const categoryName = await budgetPage.getCategoryNameForRow(3);
+
+        const averageSpent = await setBudgetAverage(
+          budgetPage,
+          categoryName,
+          numberOfMonths,
+          setBudgetAverageFn,
+        );
+
+        const budgetedButton =
+          await budgetPage.getButtonForBudgeted(categoryName);
+
+        await expect(budgetedButton).toHaveText(
+          amountToCurrency(Math.abs(averageSpent)),
+        );
+        await expect(page).toMatchThemeScreenshots();
+      });
+    });
+
+    test(`applies budget template`, async () => {
+      const settingsPage = await navigation.goToSettingsPage();
+      await settingsPage.enableExperimentalFeature('Goal templates');
+
+      const budgetPage = await navigation.goToBudgetPage();
+
+      const categoryName = await budgetPage.getCategoryNameForRow(1);
+
+      const amountToTemplate = 123;
+
+      const categoryMenuModal = await budgetPage.openCategoryMenu(categoryName);
+      const editNotesModal = await categoryMenuModal.editNotes();
+      const templateNotes = `#template ${amountToTemplate}`;
+      await editNotesModal.updateNotes(templateNotes);
+      await editNotesModal.close();
+
+      const budgetedButton =
+        await budgetPage.getButtonForBudgeted(categoryName);
+
+      const budgetMenuModal = await budgetPage.openBudgetMenu(categoryName);
+      await budgetMenuModal.applyBudgetTemplate();
+      await budgetMenuModal.close();
+
+      await expect(budgetedButton).toHaveText(
+        amountToCurrency(amountToTemplate),
+      );
+      const notification = page.getByRole('alert').first();
+      await expect(notification).toContainText(templateNotes);
+      await expect(page).toMatchThemeScreenshots();
+    });
+
+    // Spent Cell Tests
+
+    test('checks that clicking spent cell redirects to the category transactions page', async () => {
+      const budgetPage = await navigation.goToBudgetPage();
+
+      const categoryName = await budgetPage.getCategoryNameForRow(0);
+      const accountPage = await budgetPage.openSpentPage(categoryName);
+
+      await expect(accountPage.heading).toContainText(categoryName);
+      await expect(accountPage.transactionList).toBeVisible();
+      await expect(page).toMatchThemeScreenshots();
+    });
+
+    // Balance Cell Tests
+
+    test('checks that clicking the balance cell opens the balance menu modal', async () => {
+      const budgetPage = await navigation.goToBudgetPage();
+
+      const categoryName = await budgetPage.getCategoryNameForRow(0);
+      const balanceMenuModal = await budgetPage.openBalanceMenu(categoryName);
+
+      await expect(balanceMenuModal.heading).toHaveText(categoryName);
+      await expect(page).toMatchThemeScreenshots();
+    });
+
+    if (budgetType === 'Envelope') {
+      test('checks that clicking the To Budget/Overbudgeted amount opens the budget summary menu modal', async () => {
+        const budgetPage = await navigation.goToBudgetPage();
+
+        const envelopeBudgetSummaryModal =
+          await budgetPage.openEnvelopeBudgetSummary();
+
+        await expect(envelopeBudgetSummaryModal.heading).toHaveText(
+          'Budget Summary',
+        );
+        await expect(page).toMatchThemeScreenshots();
+      });
+    }
+
+    if (budgetType === 'Tracking') {
+      test('checks that clicking the Saved/Projected Savings/Overspent amount opens the budget summary menu modal', async () => {
+        const budgetPage = await navigation.goToBudgetPage();
+
+        const trackingBudgetSummaryModal =
+          await budgetPage.openTrackingBudgetSummary();
+
+        await expect(trackingBudgetSummaryModal.heading).toHaveText(
+          'Budget Summary',
+        );
+        await expect(page).toMatchThemeScreenshots();
+      });
+    }
+  });
+});