[autofix.ci] apply automated fixes

Docstrings generation was requested by @lelemm.

* https://github.com/actualbudget/actual/pull/5786#issuecomment-3328077622

The following files were modified:

* `packages/plugins-core/src/BasicModalComponents.tsx`
* `packages/plugins-core/src/middleware.ts`
* `packages/plugins-core/src/query/index.ts`
* `packages/plugins-core/src/utils.ts`

.cursor/rules/typescript.mdc

@@ -1,5 +1,5 @@
 ---
-description:
+description: 
 globs: *.ts,*.tsx
 alwaysApply: false
 ---
@@ -21,7 +21,7 @@ Naming Conventions
 
 TypeScript Usage
 
-- Use TypeScript for all code; prefer types over interfaces.
+- Use TypeScript for all code; prefer interfaces over types.
 - Avoid enums; use objects or maps instead.
 - Avoid using `any` or `unknown` unless absolutely necessary. Look for type definitions in the codebase instead.
 - Avoid type assertions with `as` or `!`; prefer using `satisfies`.

.github/scripts/count-points.mjs

@@ -2,7 +2,7 @@ import { Octokit } from '@octokit/rest';
 import { minimatch } from 'minimatch';
 import pLimit from 'p-limit';
 
-const limit = pLimit(50);
+const limit = pLimit(30);
 
 /** Repository-specific configuration for points calculation */
 const REPOSITORY_CONFIG = new Map([
@@ -129,13 +129,13 @@ async function countContributorPoints(repo) {
   // Get all PRs using search
   const searchQuery = `repo:${owner}/${repo} is:pr is:merged merged:${since.toISOString()}..${until.toISOString()}`;
   const recentPRs = await octokit.paginate(
-    'GET /search/issues',
+    octokit.search.issuesAndPullRequests,
     {
       q: searchQuery,
       per_page: 100,
       advanced_search: true,
     },
-    response => response.data.filter(pr => pr.number),
+    response => response.data,
   );
 
   // Get reviews and PR details for each PR

.github/workflows/build.yml

@@ -50,6 +50,22 @@ jobs:
           name: actual-crdt
           path: packages/crdt/actual-crdt.tgz
 
+  plugins-core:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+      - name: Set up environment
+        uses: ./.github/actions/setup
+      - name: Build Plugins Core
+        run: yarn workspace @actual-app/plugins-core build
+      - name: Create package tgz
+        run: cd packages/plugins-core && yarn pack && mv package.tgz actual-plugins-core.tgz
+      - name: Upload Build
+        uses: actions/upload-artifact@v4
+        with:
+          name: actual-plugins-core
+          path: packages/plugins-core/actual-plugins-core.tgz
+
   web:
     runs-on: ubuntu-latest
     steps:

.github/workflows/electron-master.yml

@@ -24,7 +24,7 @@ jobs:
     strategy:
       matrix:
         os:
-          - ubuntu-22.04
+          - ubuntu-latest
           - windows-latest
           - macos-latest
     runs-on: ${{ matrix.os }}

.github/workflows/electron-pr.yml

@@ -19,7 +19,7 @@ jobs:
     strategy:
       matrix:
         os:
-          - ubuntu-22.04
+          - ubuntu-latest
           - windows-latest
           - macos-latest
     runs-on: ${{ matrix.os }}

eslint.config.mjs

@@ -98,6 +98,8 @@ export default pluginTypescript.config(
       'packages/loot-core/**/lib-dist/*',
       'packages/loot-core/**/proto/*',
       'packages/sync-server/build/',
+      'packages/plugins-core/build/',
+      'packages/plugins-core/node_modules/',
       '.yarn/*',
       '.github/*',
     ],

packages/api/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@actual-app/api",
-  "version": "25.10.0",
+  "version": "25.9.0",
   "license": "MIT",
   "description": "An API for Actual",
   "engines": {

packages/component-library/package.json

@@ -49,7 +49,8 @@
     "./toggle": "./src/Toggle.tsx",
     "./tooltip": "./src/Tooltip.tsx",
     "./view": "./src/View.tsx",
-    "./color-picker": "./src/ColorPicker.tsx"
+    "./color-picker": "./src/ColorPicker.tsx",
+    "./props/*": "./src/props/*.ts"
   },
   "scripts": {
     "generate:icons": "rm src/icons/*/*.tsx; cd src/icons && svgr --template template.ts --index-template index-template.ts --typescript --expand-props start -d . .",

packages/component-library/src/props/modalProps.ts

@@ -0,0 +1,11 @@
+import { CSSProperties } from '../styles';
+
+export type BasicModalProps = {
+  isLoading?: boolean;
+  noAnimation?: boolean;
+  style?: CSSProperties;
+  onClose?: () => void;
+  containerProps?: {
+    style?: CSSProperties;
+  };
+};

packages/component-library/src/styles.ts

@@ -154,10 +154,4 @@ export const styles: Record<string, any> = {
     borderRadius: 4,
     padding: '3px 5px',
   },
-  mobileListItem: {
-    borderBottom: `1px solid ${theme.tableBorder}`,
-    backgroundColor: theme.tableBackground,
-    padding: 16,
-    cursor: 'pointer',
-  },
 };

packages/desktop-client/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@actual-app/web",
-  "version": "25.10.0",
+  "version": "25.9.0",
   "license": "MIT",
   "files": [
     "build"

packages/desktop-client/src/components/accounts/BalanceHistoryGraph.tsx

@@ -22,7 +22,7 @@ import { PrivacyFilter } from '@desktop-client/components/PrivacyFilter';
 import { LoadingIndicator } from '@desktop-client/components/reports/LoadingIndicator';
 import { useLocale } from '@desktop-client/hooks/useLocale';
 import * as query from '@desktop-client/queries';
-import { liveQuery } from '@desktop-client/queries/liveQuery';
+import { aqlQuery } from '@desktop-client/queries/aqlQuery';
 
 const LABEL_WIDTH = 70;
 
@@ -32,6 +32,11 @@ type BalanceHistoryGraphProps = {
   ref?: Ref<HTMLDivElement>;
 };
 
+type Balance = {
+  date: string;
+  balance: number;
+};
+
 export function BalanceHistoryGraph({
   accountId,
   style,
@@ -46,11 +51,6 @@ export function BalanceHistoryGraph({
     date: string;
     balance: number;
   } | null>(null);
-  const [startingBalance, setStartingBalance] = useState<number | null>(null);
-  const [monthlyTotals, setMonthlyTotals] = useState<Array<{
-    date: string;
-    balance: number;
-  }> | null>(null);
 
   const percentageChange = useMemo(() => {
     if (balanceData.length < 2) return 0;
@@ -65,70 +65,7 @@ export function BalanceHistoryGraph({
   );
 
   useEffect(() => {
-    // Reset state when accountId changes
-    setStartingBalance(null);
-    setMonthlyTotals(null);
-    setLoading(true);
-
-    const endDate = new Date();
-    const startDate = subMonths(endDate, 12);
-
-    const startingBalanceQuery = query
-      .transactions(accountId)
-      .filter({
-        date: { $lt: monthUtils.firstDayOfMonth(startDate) },
-      })
-      .calculate({ $sum: '$amount' });
-    const monthlyTotalsQuery = query
-      .transactions(accountId)
-      .filter({
-        $and: [
-          { date: { $gte: monthUtils.firstDayOfMonth(startDate) } },
-          { date: { $lte: monthUtils.lastDayOfMonth(endDate) } },
-        ],
-      })
-      .groupBy({ $month: '$date' })
-      .select([{ date: { $month: '$date' } }, { amount: { $sum: '$amount' } }]);
-
-    const startingBalanceLive: ReturnType<typeof liveQuery<number>> = liveQuery(
-      startingBalanceQuery,
-      {
-        onData: (data: number[]) => {
-          setStartingBalance(data[0] || 0);
-        },
-        onError: error => {
-          console.error('Error fetching starting balance:', error);
-          setLoading(false);
-        },
-      },
-    );
-
-    const monthlyTotalsLive: ReturnType<
-      typeof liveQuery<{ date: string; amount: number }>
-    > = liveQuery(monthlyTotalsQuery, {
-      onData: (data: Array<{ date: string; amount: number }>) => {
-        setMonthlyTotals(
-          data.map(d => ({
-            date: d.date,
-            balance: d.amount,
-          })),
-        );
-      },
-      onError: error => {
-        console.error('Error fetching monthly totals:', error);
-        setLoading(false);
-      },
-    });
-
-    return () => {
-      startingBalanceLive?.unsubscribe();
-      monthlyTotalsLive?.unsubscribe();
-    };
-  }, [accountId, locale]);
-
-  // Process data when both startingBalance and monthlyTotals are available
-  useEffect(() => {
-    if (startingBalance !== null && monthlyTotals !== null) {
+    async function fetchBalanceHistory() {
       const endDate = new Date();
       const startDate = subMonths(endDate, 12);
       const months = eachMonthOfInterval({
@@ -136,70 +73,99 @@ export function BalanceHistoryGraph({
         end: endDate,
       }).map(m => format(m, 'yyyy-MM'));
 
-      function processData(
-        startingBalanceValue: number,
-        monthlyTotalsValue: Array<{ date: string; balance: number }>,
-      ) {
-        let currentBalance = startingBalanceValue;
-        const totals = [...monthlyTotalsValue];
-        totals.reverse().forEach(month => {
-          currentBalance = currentBalance + month.balance;
-          month.balance = currentBalance;
-        });
+      const [starting, totals]: [number, Balance[]] = await Promise.all([
+        aqlQuery(
+          query
+            .transactions(accountId)
+            .filter({
+              date: { $lt: monthUtils.firstDayOfMonth(startDate) },
+            })
+            .calculate({ $sum: '$amount' }),
+        ).then(({ data }) => data),
 
-        // if the account doesn't have recent transactions
-        // then the empty months will be missing from our data
-        // so add in entries for those here
-        if (totals.length === 0) {
-          //handle case of no transactions in the last year
-          months.forEach(expectedMonth =>
+        aqlQuery(
+          query
+            .transactions(accountId)
+            .filter({
+              $and: [
+                { date: { $gte: monthUtils.firstDayOfMonth(startDate) } },
+                { date: { $lte: monthUtils.lastDayOfMonth(endDate) } },
+              ],
+            })
+            .groupBy({ $month: '$date' })
+            .select([
+              { date: { $month: '$date' } },
+              { amount: { $sum: '$amount' } },
+            ]),
+        ).then(({ data }) =>
+          data.map((d: { date: string; amount: number }) => {
+            return {
+              date: d.date,
+              balance: d.amount,
+            };
+          }),
+        ),
+      ]);
+
+      // calculate balances from sum of transactions
+      let currentBalance = starting;
+      totals.reverse().forEach(month => {
+        currentBalance = currentBalance + month.balance;
+        month.balance = currentBalance;
+      });
+
+      // if the account doesn't have recent transactions
+      // then the empty months will be missing from our data
+      // so add in entries for those here
+      if (totals.length === 0) {
+        //handle case of no transactions in the last year
+        months.forEach(expectedMonth =>
+          totals.push({
+            date: expectedMonth,
+            balance: starting,
+          }),
+        );
+      } else if (totals.length < months.length) {
+        // iterate through each array together and add in missing data
+        let totalsIndex = 0;
+        let mostRecent = starting;
+        months.forEach(expectedMonth => {
+          if (totalsIndex > totals.length - 1) {
+            // fill in the data at the end of the window
             totals.push({
               date: expectedMonth,
-              balance: startingBalanceValue,
-            }),
-          );
-        } else if (totals.length < months.length) {
-          // iterate through each array together and add in missing data
-          let totalsIndex = 0;
-          let mostRecent = startingBalanceValue;
-          months.forEach(expectedMonth => {
-            if (totalsIndex > totals.length - 1) {
-              // fill in the data at the end of the window
-              totals.push({
-                date: expectedMonth,
-                balance: mostRecent,
-              });
-            } else if (totals[totalsIndex].date === expectedMonth) {
-              // a matched month
-              mostRecent = totals[totalsIndex].balance;
-              totalsIndex += 1;
-            } else {
-              // a missing month in the middle
-              totals.push({
-                date: expectedMonth,
-                balance: mostRecent,
-              });
-            }
-          });
-        }
-
-        const balances = totals
-          .sort((a, b) => monthUtils.differenceInCalendarMonths(a.date, b.date))
-          .map(t => {
-            return {
-              balance: t.balance,
-              date: monthUtils.format(t.date, 'MMM yyyy', locale),
-            };
-          });
-
-        setBalanceData(balances);
-        setHoveredValue(balances[balances.length - 1]);
-        setLoading(false);
+              balance: mostRecent,
+            });
+          } else if (totals[totalsIndex].date === expectedMonth) {
+            // a matched month
+            mostRecent = totals[totalsIndex].balance;
+            totalsIndex += 1;
+          } else {
+            // a missing month in the middle
+            totals.push({
+              date: expectedMonth,
+              balance: mostRecent,
+            });
+          }
+        });
       }
 
-      processData(startingBalance, monthlyTotals);
+      const balances = totals
+        .sort((a, b) => monthUtils.differenceInCalendarMonths(a.date, b.date))
+        .map(t => {
+          return {
+            balance: t.balance,
+            date: monthUtils.format(t.date, 'MMM yyyy', locale),
+          };
+        });
+
+      setBalanceData(balances);
+      setHoveredValue(balances[balances.length - 1]);
+      setLoading(false);
     }
-  }, [startingBalance, monthlyTotals, locale]);
+
+    fetchBalanceHistory();
+  }, [accountId, locale]);
 
   // State to track if the chart is hovered (used to conditionally render PrivacyFilter)
   const [isHovered, setIsHovered] = useState(false);

packages/desktop-client/src/components/accounts/Header.tsx

@@ -1,6 +1,7 @@
 import React, {
   type ComponentProps,
   type ReactNode,
+  useEffect,
   useRef,
   useState,
 } from 'react';
@@ -203,7 +204,7 @@ export function AccountHeader({
   const isUsingServer = syncServerStatus !== 'no-server';
   const isServerOffline = syncServerStatus === 'offline';
   const [_, setExpandSplitsPref] = useLocalPref('expand-splits');
-  const [showNetWorthChartPref, _setShowNetWorthChartPref] = useSyncedPref(
+  const [showNetWorthChartPref, setShowNetWorthChartPref] = useSyncedPref(
     `show-account-${accountId}-net-worth-chart`,
   );
   const showNetWorthChart = showNetWorthChartPref === 'true';
@@ -232,6 +233,30 @@ export function AccountHeader({
   }
 
   const graphRef = useRef<HTMLDivElement>(null);
+  useEffect(() => {
+    const handleResize = () => {
+      const ele = graphRef.current;
+      if (!ele) return;
+      const clone = ele.cloneNode(true) as HTMLDivElement;
+      Object.assign(clone.style, {
+        visibility: 'hidden',
+        display: 'flex',
+      });
+      ele.after(clone);
+      if (clone.clientHeight < window.innerHeight * 0.15) {
+        setShowNetWorthChartPref('true');
+      } else {
+        setShowNetWorthChartPref('false');
+      }
+      clone.remove();
+    };
+
+    window.addEventListener('resize', handleResize);
+
+    return () => {
+      window.removeEventListener('resize', handleResize);
+    };
+  }, [setShowNetWorthChartPref]);
 
   useHotkeys(
     'ctrl+f, cmd+f, meta+f',

packages/desktop-client/src/components/autocomplete/PayeeAutocomplete.tsx

@@ -171,54 +171,34 @@ function PayeeList({
   // entered
 
   const { newPayee, suggestedPayees, payees, transferPayees } = useMemo(() => {
-    let currentIndex = 0;
-    const result = items.reduce(
-      (acc, item) => {
+    return items.reduce(
+      (acc, item, index) => {
         if (item.id === 'new') {
-          acc.newPayee = { ...item };
+          acc.newPayee = { ...item, highlightedIndex: index };
         } else if (item.itemType === 'common_payee') {
-          acc.suggestedPayees.push({ ...item });
+          acc.suggestedPayees.push({ ...item, highlightedIndex: index });
         } else if (item.itemType === 'payee') {
-          acc.payees.push({ ...item });
+          acc.payees.push({ ...item, highlightedIndex: index });
         } else if (item.itemType === 'account') {
-          acc.transferPayees.push({ ...item });
+          acc.transferPayees.push({ ...item, highlightedIndex: index });
         }
         return acc;
       },
       {
-        newPayee: null as PayeeAutocompleteItem | null,
-        suggestedPayees: [] as Array<PayeeAutocompleteItem>,
-        payees: [] as Array<PayeeAutocompleteItem>,
-        transferPayees: [] as Array<PayeeAutocompleteItem>,
+        newPayee: null as PayeeAutocompleteItem & {
+          highlightedIndex: number;
+        },
+        suggestedPayees: [] as Array<
+          PayeeAutocompleteItem & { highlightedIndex: number }
+        >,
+        payees: [] as Array<
+          PayeeAutocompleteItem & { highlightedIndex: number }
+        >,
+        transferPayees: [] as Array<
+          PayeeAutocompleteItem & { highlightedIndex: number }
+        >,
       },
     );
-
-    // assign indexes in render order
-    const newPayeeWithIndex = result.newPayee
-      ? { ...result.newPayee, highlightedIndex: currentIndex++ }
-      : null;
-
-    const suggestedPayeesWithIndex = result.suggestedPayees.map(item => ({
-      ...item,
-      highlightedIndex: currentIndex++,
-    }));
-
-    const payeesWithIndex = result.payees.map(item => ({
-      ...item,
-      highlightedIndex: currentIndex++,
-    }));
-
-    const transferPayeesWithIndex = result.transferPayees.map(item => ({
-      ...item,
-      highlightedIndex: currentIndex++,
-    }));
-
-    return {
-      newPayee: newPayeeWithIndex,
-      suggestedPayees: suggestedPayeesWithIndex,
-      payees: payeesWithIndex,
-      transferPayees: transferPayeesWithIndex,
-    };
   }, [items]);
 
   // We limit the number of payees shown to 100.

packages/desktop-client/src/components/autocomplete/ReportList.tsx

@@ -1,4 +1,4 @@
-import React, { type ComponentProps } from 'react';
+import React, { Fragment, type ComponentProps } from 'react';
 import { useTranslation } from 'react-i18next';
 
 import { theme } from '@actual-app/components/theme';
@@ -27,7 +27,7 @@ export function ReportList<T extends { id: string; name: string }>({
           ...(!embedded && { maxHeight: 175 }),
         }}
       >
-        <ItemHeader title={t('Saved Reports')} />
+        <Fragment>{ItemHeader({ title: t('Saved Reports') })}</Fragment>
         {items.map((item, idx) => {
           return [
             <div

packages/desktop-client/src/components/mobile/payees/PayeesList.tsx

@@ -1,5 +1,4 @@
-import { GridList } from 'react-aria-components';
-import { Trans, useTranslation } from 'react-i18next';
+import { Trans } from 'react-i18next';
 
 import { AnimatedLoading } from '@actual-app/components/icons/AnimatedLoading';
 import { Text } from '@actual-app/components/text';
@@ -25,8 +24,6 @@ export function PayeesList({
   isLoading = false,
   onPayeePress,
 }: PayeesListProps) {
-  const { t } = useTranslation();
-
   if (isLoading && payees.length === 0) {
     return (
       <View
@@ -66,30 +63,22 @@ export function PayeesList({
   }
 
   return (
-    <View style={{ flex: 1 }}>
-      <GridList
-        aria-label={t('Payees')}
-        aria-busy={isLoading || undefined}
-        items={payees}
-        style={{
-          flex: 1,
-          paddingBottom: MOBILE_NAV_HEIGHT,
-          overflow: 'auto',
-        }}
-      >
-        {payee => (
-          <PayeesListItem
-            value={payee}
-            ruleCount={ruleCounts.get(payee.id) ?? 0}
-            onAction={() => onPayeePress(payee)}
-          />
-        )}
-      </GridList>
+    <View
+      style={{ flex: 1, paddingBottom: MOBILE_NAV_HEIGHT, overflow: 'auto' }}
+    >
+      {payees.map(payee => (
+        <PayeesListItem
+          key={payee.id}
+          payee={payee}
+          ruleCount={ruleCounts.get(payee.id) ?? 0}
+          onPress={() => onPayeePress(payee)}
+        />
+      ))}
       {isLoading && (
         <View
           style={{
             alignItems: 'center',
-            paddingTop: 20,
+            paddingVertical: 20,
           }}
         >
           <AnimatedLoading style={{ width: 20, height: 20 }} />

packages/desktop-client/src/components/mobile/payees/PayeesListItem.tsx

@@ -1,10 +1,9 @@
-import React, { memo } from 'react';
-import { GridListItem, type GridListItemProps } from 'react-aria-components';
+import React from 'react';
 import { useTranslation } from 'react-i18next';
 
+import { Button } from '@actual-app/components/button';
 import { SvgBookmark } from '@actual-app/components/icons/v1';
 import { SpaceBetween } from '@actual-app/components/space-between';
-import { styles } from '@actual-app/components/styles';
 import { theme } from '@actual-app/components/theme';
 
 import { type PayeeEntity } from 'loot-core/types/models';
@@ -12,82 +11,84 @@ import { type PayeeEntity } from 'loot-core/types/models';
 import { PayeeRuleCountLabel } from '@desktop-client/components/payees/PayeeRuleCountLabel';
 
 type PayeesListItemProps = {
-  value: PayeeEntity;
+  payee: PayeeEntity;
   ruleCount: number;
-} & Omit<GridListItemProps<PayeeEntity>, 'value'>;
+  onPress: () => void;
+};
 
-export const PayeesListItem = memo(function PayeeListItem({
-  value: payee,
+export function PayeesListItem({
+  payee,
   ruleCount,
-  ...props
+  onPress,
 }: PayeesListItemProps) {
   const { t } = useTranslation();
 
-  const label = payee.transfer_acct
-    ? t('Transfer: {{name}}', { name: payee.name })
-    : payee.name;
-
   return (
-    <GridListItem
-      id={payee.id}
-      value={payee}
-      textValue={label}
-      style={styles.mobileListItem}
-      {...props}
+    <Button
+      variant="bare"
+      style={{
+        minHeight: 56,
+        width: '100%',
+        borderRadius: 0,
+        borderWidth: '0 0 1px 0',
+        borderColor: theme.tableBorder,
+        borderStyle: 'solid',
+        backgroundColor: theme.tableBackground,
+        flexDirection: 'row',
+        alignItems: 'center',
+        justifyContent: 'flex-start',
+        padding: '12px 16px',
+        gap: 5,
+      }}
+      onPress={onPress}
     >
-      <SpaceBetween gap={5}>
-        {payee.favorite && (
-          <SvgBookmark
-            aria-hidden
-            focusable={false}
-            width={15}
-            height={15}
-            style={{
-              color: theme.pageText,
-              flexShrink: 0,
-            }}
-          />
-        )}
-        <SpaceBetween
+      {payee.favorite && (
+        <SvgBookmark
+          width={15}
+          height={15}
           style={{
-            justifyContent: 'space-between',
+            color: theme.pageText,
+            flexShrink: 0,
+          }}
+        />
+      )}
+      <SpaceBetween
+        style={{
+          justifyContent: 'space-between',
+          flex: 1,
+          alignItems: 'flex-start',
+        }}
+      >
+        <span
+          style={{
+            fontSize: 15,
+            fontWeight: 500,
+            color: payee.transfer_acct ? theme.pageTextSubdued : theme.pageText,
+            overflow: 'hidden',
+            textOverflow: 'ellipsis',
+            whiteSpace: 'nowrap',
             flex: 1,
-            alignItems: 'flex-start',
+            textAlign: 'left',
+          }}
+          title={payee.name}
+        >
+          {(payee.transfer_acct ? t('Transfer: ') : '') + payee.name}
+        </span>
+
+        <span
+          style={{
+            borderRadius: 4,
+            padding: '3px 6px',
+            backgroundColor: theme.noticeBackground,
+            border: '1px solid ' + theme.noticeBackground,
+            color: theme.noticeTextDark,
+            fontSize: 12,
+            flexShrink: 0,
           }}
         >
-          <span
-            style={{
-              fontSize: 15,
-              fontWeight: 500,
-              color: payee.transfer_acct
-                ? theme.pageTextSubdued
-                : theme.pageText,
-              overflow: 'hidden',
-              textOverflow: 'ellipsis',
-              whiteSpace: 'nowrap',
-              flex: 1,
-              textAlign: 'left',
-            }}
-            title={label}
-          >
-            {label}
-          </span>
-
-          <span
-            style={{
-              borderRadius: 4,
-              padding: '3px 6px',
-              backgroundColor: theme.noticeBackground,
-              border: '1px solid ' + theme.noticeBackground,
-              color: theme.noticeTextDark,
-              fontSize: 12,
-              flexShrink: 0,
-            }}
-          >
-            <PayeeRuleCountLabel count={ruleCount} style={{ fontSize: 12 }} />
-          </span>
-        </SpaceBetween>
+          <PayeeRuleCountLabel count={ruleCount} style={{ fontSize: 12 }} />
+        </span>
       </SpaceBetween>
-    </GridListItem>
+    </Button>
   );
-});
+}

packages/desktop-client/src/components/reports/reportRanges.ts

@@ -175,7 +175,6 @@ export function getLatestRange(offset: number) {
 export function calculateTimeRange(
   timeFrame?: Partial<TimeFrame>,
   defaultTimeFrame?: TimeFrame,
-  latestTransaction?: string,
 ) {
   const start =
     timeFrame?.start ??
@@ -186,16 +185,7 @@ export function calculateTimeRange(
   const mode = timeFrame?.mode ?? defaultTimeFrame?.mode ?? 'sliding-window';
 
   if (mode === 'full') {
-    const latestTransactionMonth = latestTransaction
-      ? monthUtils.monthFromDate(latestTransaction)
-      : null;
-    const currentMonth = monthUtils.currentMonth();
-    const fullEnd =
-      latestTransactionMonth &&
-      monthUtils.isAfter(latestTransactionMonth, currentMonth)
-        ? latestTransactionMonth
-        : currentMonth;
-    return getFullRange(start, fullEnd);
+    return getFullRange(start, end);
   }
   if (mode === 'sliding-window') {
     const offset = monthUtils.differenceInCalendarMonths(end, start);

packages/desktop-client/src/components/reports/reports/Calendar.tsx

@@ -106,14 +106,19 @@ function CalendarInner({ widget, parameters }: CalendarInnerProps) {
   const { t } = useTranslation();
   const format = useFormat();
 
-  const [start, setStart] = useState(
-    monthUtils.dayFromDate(monthUtils.currentMonth()),
+  const [initialStart, initialEnd, initialMode] = calculateTimeRange(
+    widget?.meta?.timeFrame,
+    {
+      start: monthUtils.dayFromDate(monthUtils.currentMonth()),
+      end: monthUtils.currentDay(),
+      mode: 'full',
+    },
   );
-  const [end, setEnd] = useState(monthUtils.currentDay());
-  const [mode, setMode] = useState<TimeFrame['mode']>('full');
+  const [start, setStart] = useState(initialStart);
+  const [end, setEnd] = useState(initialEnd);
+  const [mode, setMode] = useState(initialMode);
   const [query, setQuery] = useState<Query | undefined>(undefined);
   const [dirty, setDirty] = useState(false);
-  const [latestTransaction, setLatestTransaction] = useState('');
 
   const { transactions: transactionsGrouped, loadMore: loadMoreTransactions } =
     useTransactions({ query });
@@ -300,23 +305,6 @@ function CalendarInner({ widget, parameters }: CalendarInnerProps) {
     run();
   }, [locale]);
 
-  useEffect(() => {
-    if (latestTransaction) {
-      const [initialStart, initialEnd, initialMode] = calculateTimeRange(
-        widget?.meta?.timeFrame,
-        {
-          start: monthUtils.dayFromDate(monthUtils.currentMonth()),
-          end: monthUtils.currentDay(),
-          mode: 'full',
-        },
-        latestTransaction,
-      );
-      setStart(initialStart);
-      setEnd(initialEnd);
-      setMode(initialMode);
-    }
-  }, [latestTransaction, widget?.meta?.timeFrame]);
-
   const dispatch = useDispatch();
   const navigate = useNavigate();
   const { isNarrowWidth } = useResponsive();
@@ -504,6 +492,7 @@ function CalendarInner({ widget, parameters }: CalendarInnerProps) {
   );
 
   const [earliestTransaction, setEarliestTransaction] = useState('');
+  const [latestTransaction, setLatestTransaction] = useState('');
 
   return (
     <Page

packages/desktop-client/src/components/reports/reports/CalendarCard.tsx

@@ -24,7 +24,6 @@ import { View } from '@actual-app/components/view';
 import { format as formatDate } from 'date-fns';
 import debounce from 'lodash/debounce';
 
-import { send } from 'loot-core/platform/client/fetch';
 import * as monthUtils from 'loot-core/shared/months';
 import { type CalendarWidget } from 'loot-core/types/models';
 import { type SyncedPrefs } from 'loot-core/types/prefs';
@@ -67,27 +66,11 @@ export function CalendarCard({
   const { t } = useTranslation();
   const format = useFormat();
 
-  const [latestTransaction, setLatestTransaction] = useState<string>('');
-
-  useEffect(() => {
-    async function fetchLatestTransaction() {
-      const latestTrans = await send('get-latest-transaction');
-      setLatestTransaction(
-        latestTrans ? latestTrans.date : monthUtils.currentDay(),
-      );
-    }
-    fetchLatestTransaction();
-  }, []);
-
-  const [start, end] = calculateTimeRange(
-    meta?.timeFrame,
-    {
-      start: monthUtils.dayFromDate(monthUtils.currentMonth()),
-      end: monthUtils.currentDay(),
-      mode: 'full',
-    },
-    latestTransaction,
-  );
+  const [start, end] = calculateTimeRange(meta?.timeFrame, {
+    start: monthUtils.dayFromDate(monthUtils.currentMonth()),
+    end: monthUtils.currentDay(),
+    mode: 'full',
+  });
   const params = useMemo(
     () =>
       calendarSpreadsheet(

packages/desktop-client/src/components/reports/reports/CashFlow.tsx

@@ -91,13 +91,16 @@ function CashFlowInner({ widget }: CashFlowInnerProps) {
     pretty: string;
   }>>(null);
 
-  const [start, setStart] = useState(monthUtils.currentMonth());
-  const [end, setEnd] = useState(monthUtils.currentMonth());
-  const [mode, setMode] = useState<TimeFrame['mode']>('sliding-window');
+  const [initialStart, initialEnd, initialMode] = calculateTimeRange(
+    widget?.meta?.timeFrame,
+    defaultTimeFrame,
+  );
+  const [start, setStart] = useState(initialStart);
+  const [end, setEnd] = useState(initialEnd);
+  const [mode, setMode] = useState(initialMode);
   const [showBalance, setShowBalance] = useState(
     widget?.meta?.showBalance ?? true,
   );
-  const [latestTransaction, setLatestTransaction] = useState('');
 
   const [isConcise, setIsConcise] = useState(() => {
     const numDays = d.differenceInCalendarDays(
@@ -156,19 +159,6 @@ function CashFlowInner({ widget }: CashFlowInnerProps) {
     run();
   }, [locale]);
 
-  useEffect(() => {
-    if (latestTransaction) {
-      const [initialStart, initialEnd, initialMode] = calculateTimeRange(
-        widget?.meta?.timeFrame,
-        defaultTimeFrame,
-        latestTransaction,
-      );
-      setStart(initialStart);
-      setEnd(initialEnd);
-      setMode(initialMode);
-    }
-  }, [latestTransaction, widget?.meta?.timeFrame]);
-
   function onChangeDates(start: string, end: string, mode: TimeFrame['mode']) {
     const numDays = d.differenceInCalendarDays(
       d.parseISO(end),
@@ -231,6 +221,7 @@ function CashFlowInner({ widget }: CashFlowInnerProps) {
   };
 
   const [earliestTransaction, setEarliestTransaction] = useState('');
+  const [latestTransaction, setLatestTransaction] = useState('');
   const [_firstDayOfWeekIdx] = useSyncedPref('firstDayOfWeekIdx');
   const firstDayOfWeekIdx = _firstDayOfWeekIdx || '0';
 

packages/desktop-client/src/components/reports/reports/CashFlowCard.tsx

@@ -2,7 +2,6 @@ import React, {
   useState,
   useMemo,
   useCallback,
-  useEffect,
   type SVGAttributes,
 } from 'react';
 import { useTranslation } from 'react-i18next';
@@ -11,8 +10,6 @@ import { theme } from '@actual-app/components/theme';
 import { View } from '@actual-app/components/view';
 import { Bar, BarChart, LabelList, ResponsiveContainer } from 'recharts';
 
-import { send } from 'loot-core/platform/client/fetch';
-import * as monthUtils from 'loot-core/shared/months';
 import { type CashFlowWidget } from 'loot-core/types/models';
 
 import { defaultTimeFrame } from './CashFlow';
@@ -111,25 +108,10 @@ export function CashFlowCard({
   onRemove,
 }: CashFlowCardProps) {
   const { t } = useTranslation();
-  const [latestTransaction, setLatestTransaction] = useState<string>('');
+
+  const [start, end] = calculateTimeRange(meta?.timeFrame, defaultTimeFrame);
   const [nameMenuOpen, setNameMenuOpen] = useState(false);
 
-  useEffect(() => {
-    async function fetchLatestTransaction() {
-      const latestTrans = await send('get-latest-transaction');
-      setLatestTransaction(
-        latestTrans ? latestTrans.date : monthUtils.currentDay(),
-      );
-    }
-    fetchLatestTransaction();
-  }, []);
-
-  const [start, end] = calculateTimeRange(
-    meta?.timeFrame,
-    defaultTimeFrame,
-    latestTransaction,
-  );
-
   const params = useMemo(
     () => simpleCashFlow(start, end, meta?.conditions, meta?.conditionsOp),
     [start, end, meta?.conditions, meta?.conditionsOp],

packages/desktop-client/src/components/reports/reports/NetWorth.tsx

@@ -86,11 +86,13 @@ function NetWorthInner({ widget }: NetWorthInnerProps) {
     pretty: string;
   }> | null>(null);
 
-  const [start, setStart] = useState(monthUtils.currentMonth());
-  const [end, setEnd] = useState(monthUtils.currentMonth());
-  const [mode, setMode] = useState<TimeFrame['mode']>('sliding-window');
+  const [initialStart, initialEnd, initialMode] = calculateTimeRange(
+    widget?.meta?.timeFrame,
+  );
+  const [start, setStart] = useState(initialStart);
+  const [end, setEnd] = useState(initialEnd);
+  const [mode, setMode] = useState(initialMode);
   const [interval, setInterval] = useState(widget?.meta?.interval || 'Monthly');
-  const [latestTransaction, setLatestTransaction] = useState('');
 
   const [_firstDayOfWeekIdx] = useSyncedPref('firstDayOfWeekIdx');
   const firstDayOfWeekIdx = _firstDayOfWeekIdx || '0';
@@ -168,19 +170,6 @@ function NetWorthInner({ widget }: NetWorthInnerProps) {
     run();
   }, [locale]);
 
-  useEffect(() => {
-    if (latestTransaction) {
-      const [initialStart, initialEnd, initialMode] = calculateTimeRange(
-        widget?.meta?.timeFrame,
-        undefined,
-        latestTransaction,
-      );
-      setStart(initialStart);
-      setEnd(initialEnd);
-      setMode(initialMode);
-    }
-  }, [latestTransaction, widget?.meta?.timeFrame]);
-
   function onChangeDates(start: string, end: string, mode: TimeFrame['mode']) {
     setStart(start);
     setEnd(end);
@@ -236,6 +225,7 @@ function NetWorthInner({ widget }: NetWorthInnerProps) {
   };
 
   const [earliestTransaction, setEarliestTransaction] = useState('');
+  const [latestTransaction, setLatestTransaction] = useState('');
 
   if (!allMonths || !data) {
     return null;

packages/desktop-client/src/components/reports/reports/NetWorthCard.tsx

@@ -1,4 +1,4 @@
-import React, { useState, useMemo, useCallback, useEffect } from 'react';
+import React, { useState, useMemo, useCallback } from 'react';
 import { useTranslation } from 'react-i18next';
 
 import { Block } from '@actual-app/components/block';
@@ -6,8 +6,6 @@ import { useResponsive } from '@actual-app/components/hooks/useResponsive';
 import { styles } from '@actual-app/components/styles';
 import { View } from '@actual-app/components/view';
 
-import { send } from 'loot-core/platform/client/fetch';
-import * as monthUtils from 'loot-core/shared/months';
 import {
   type AccountEntity,
   type NetWorthWidget,
@@ -49,27 +47,13 @@ export function NetWorthCard({
   const { isNarrowWidth } = useResponsive();
   const [_firstDayOfWeekIdx] = useSyncedPref('firstDayOfWeekIdx');
   const firstDayOfWeekIdx = _firstDayOfWeekIdx || '0';
+
   const format = useFormat();
 
-  const [latestTransaction, setLatestTransaction] = useState<string>('');
   const [nameMenuOpen, setNameMenuOpen] = useState(false);
+
+  const [start, end] = calculateTimeRange(meta?.timeFrame);
   const [isCardHovered, setIsCardHovered] = useState(false);
-
-  useEffect(() => {
-    async function fetchLatestTransaction() {
-      const latestTrans = await send('get-latest-transaction');
-      setLatestTransaction(
-        latestTrans ? latestTrans.date : monthUtils.currentDay(),
-      );
-    }
-    fetchLatestTransaction();
-  }, []);
-
-  const [start, end] = calculateTimeRange(
-    meta?.timeFrame,
-    undefined,
-    latestTransaction,
-  );
   const onCardHover = useCallback(() => setIsCardHovered(true), []);
   const onCardHoverEnd = useCallback(() => setIsCardHovered(false), []);
 

packages/desktop-client/src/components/reports/reports/SpendingCard.tsx

@@ -38,11 +38,12 @@ export function SpendingCard({
   const { t } = useTranslation();
   const format = useFormat();
 
+  const [compare, compareTo] = calculateSpendingReportTimeRange(meta ?? {});
+
   const [isCardHovered, setIsCardHovered] = useState(false);
-  const [nameMenuOpen, setNameMenuOpen] = useState(false);
   const spendingReportMode = meta?.mode ?? 'single-month';
 
-  const [compare, compareTo] = calculateSpendingReportTimeRange(meta ?? {});
+  const [nameMenuOpen, setNameMenuOpen] = useState(false);
 
   const selection =
     spendingReportMode === 'single-month' ? 'compareTo' : spendingReportMode;

packages/desktop-client/src/components/reports/reports/Summary.tsx

@@ -76,11 +76,17 @@ function SummaryInner({ widget }: SummaryInnerProps) {
   const { t } = useTranslation();
   const format = useFormat();
 
-  const [start, setStart] = useState(
-    monthUtils.dayFromDate(monthUtils.currentMonth()),
+  const [initialStart, initialEnd, initialMode] = calculateTimeRange(
+    widget?.meta?.timeFrame,
+    {
+      start: monthUtils.dayFromDate(monthUtils.currentMonth()),
+      end: monthUtils.currentDay(),
+      mode: 'full',
+    },
   );
-  const [end, setEnd] = useState(monthUtils.currentDay());
-  const [mode, setMode] = useState<TimeFrame['mode']>('full');
+  const [start, setStart] = useState(initialStart);
+  const [end, setEnd] = useState(initialEnd);
+  const [mode, setMode] = useState(initialMode);
 
   const dividendFilters: FilterObject = useRuleConditionFilters(
     widget?.meta?.conditions ?? [],
@@ -206,23 +212,6 @@ function SummaryInner({ widget }: SummaryInnerProps) {
     run();
   }, [locale]);
 
-  useEffect(() => {
-    if (latestTransaction) {
-      const [initialStart, initialEnd, initialMode] = calculateTimeRange(
-        widget?.meta?.timeFrame,
-        {
-          start: monthUtils.dayFromDate(monthUtils.currentMonth()),
-          end: monthUtils.currentDay(),
-          mode: 'full',
-        },
-        latestTransaction,
-      );
-      setStart(initialStart);
-      setEnd(initialEnd);
-      setMode(initialMode);
-    }
-  }, [latestTransaction, widget?.meta?.timeFrame]);
-
   const dispatch = useDispatch();
   const navigate = useNavigate();
   const { isNarrowWidth } = useResponsive();

packages/desktop-client/src/components/reports/reports/SummaryCard.tsx

@@ -1,9 +1,8 @@
-import React, { useState, useMemo, useEffect } from 'react';
+import React, { useState, useMemo } from 'react';
 import { useTranslation } from 'react-i18next';
 
 import { View } from '@actual-app/components/view';
 
-import { send } from 'loot-core/platform/client/fetch';
 import * as monthUtils from 'loot-core/shared/months';
 import {
   type SummaryContent,
@@ -37,28 +36,12 @@ export function SummaryCard({
 }: SummaryCardProps) {
   const locale = useLocale();
   const { t } = useTranslation();
-  const [latestTransaction, setLatestTransaction] = useState<string>('');
-  const [nameMenuOpen, setNameMenuOpen] = useState(false);
 
-  useEffect(() => {
-    async function fetchLatestTransaction() {
-      const latestTrans = await send('get-latest-transaction');
-      setLatestTransaction(
-        latestTrans ? latestTrans.date : monthUtils.currentDay(),
-      );
-    }
-    fetchLatestTransaction();
-  }, []);
-
-  const [start, end] = calculateTimeRange(
-    meta?.timeFrame,
-    {
-      start: monthUtils.dayFromDate(monthUtils.currentMonth()),
-      end: monthUtils.currentDay(),
-      mode: 'full',
-    },
-    latestTransaction,
-  );
+  const [start, end] = calculateTimeRange(meta?.timeFrame, {
+    start: monthUtils.dayFromDate(monthUtils.currentMonth()),
+    end: monthUtils.currentDay(),
+    mode: 'full',
+  });
 
   const content = useMemo(
     () =>
@@ -90,6 +73,8 @@ export function SummaryCard({
 
   const data = useReport('summary', params);
 
+  const [nameMenuOpen, setNameMenuOpen] = useState(false);
+
   return (
     <ReportCard
       isEditing={isEditing}

packages/desktop-client/src/components/table.tsx

@@ -319,8 +319,6 @@ type InputValueProps = Omit<
 > & {
   value?: string;
   onUpdate?: (newValue: string) => void;
-} & {
-  [key: `data-${string}`]: unknown;
 };
 
 function InputValue({

packages/desktop-client/src/components/transactions/TransactionsTable.tsx

@@ -1603,7 +1603,6 @@ const Transaction = memo(function Transaction({
         inputProps={{
           value: debit === '' && credit === '' ? amountToCurrency(0) : debit,
           onUpdate: onUpdate.bind(null, 'debit'),
-          'data-1p-ignore': true,
         }}
         privacyFilter={{
           activationFilters: [!isTemporaryId(transaction.id)],
@@ -1630,7 +1629,6 @@ const Transaction = memo(function Transaction({
         inputProps={{
           value: credit,
           onUpdate: onUpdate.bind(null, 'credit'),
-          'data-1p-ignore': true,
         }}
         privacyFilter={{
           activationFilters: [!isTemporaryId(transaction.id)],

packages/desktop-client/src/queries/liveQuery.ts

@@ -180,7 +180,7 @@ export class LiveQuery<TResponse = unknown> {
 
   protected fetchData = async (
     runQuery: () => Promise<{
-      data: Data<TResponse> | TResponse;
+      data: Data<TResponse>;
       dependencies: string[];
     }>,
   ) => {
@@ -205,15 +205,7 @@ export class LiveQuery<TResponse = unknown> {
       // still subscribed (`this.unsubscribeSyncEvent` will exist)
       if (this.inflightRequestId === reqId && this._unsubscribeSyncEvent) {
         const previousData = this.data;
-
-        // For calculate queries, data is a raw value, not an array
-        // Convert it to an array format to maintain consistency
-        if (this._query.state.calculation) {
-          this.data = [data as TResponse];
-        } else {
-          this.data = data as Data<TResponse>;
-        }
-
+        this.data = data;
         this.onData(this.data, previousData);
         this.inflightRequestId = null;
       }

packages/desktop-client/src/spreadsheet/bindings.ts

@@ -1,12 +1,12 @@
-import { q } from 'loot-core/shared/query';
-import type { AccountEntity, CategoryEntity } from 'loot-core/types/models';
-
 import {
   parametrizedField,
   type SheetFields,
   type Binding,
   type SheetNames,
-} from '.';
+} from '@actual-app/plugins-core';
+
+import { q } from 'loot-core/shared/query';
+import type { AccountEntity, CategoryEntity } from 'loot-core/types/models';
 
 import { uncategorizedTransactions } from '@desktop-client/queries';
 

packages/desktop-electron/package.json

@@ -3,7 +3,7 @@
   "author": "Actual",
   "productName": "Actual",
   "description": "A simple and powerful personal finance system",
-  "version": "25.10.0",
+  "version": "25.9.0",
   "scripts": {
     "clean": "rm -rf dist",
     "update-client": "bin/update-client",

packages/loot-core/src/server/budget/category-template-context.ts

@@ -434,6 +434,10 @@ export class CategoryTemplateContext {
         t.type === 'limit' ||
         t.type === 'remainder',
     )) {
+      if (this.limitCheck) {
+        throw new Error('Only one `up to` allowed per category');
+      }
+
       let limitDef;
       if (template.type === 'limit') {
         limitDef = template;
@@ -445,10 +449,6 @@ export class CategoryTemplateContext {
         }
       }
 
-      if (this.limitCheck) {
-        throw new Error('Only one `up to` allowed per category');
-      }
-
       if (limitDef.period === 'daily') {
         const numDays = monthUtils.differenceInCalendarDays(
           monthUtils.addMonths(this.month, 1),

packages/loot-core/src/server/schedules/app.ts

@@ -5,7 +5,6 @@ import { v4 as uuidv4 } from 'uuid';
 
 import { captureBreadcrumb } from '../../platform/exceptions';
 import * as connection from '../../platform/server/connection';
-import { logger } from '../../platform/server/log';
 import { currentDay, dayFromDate, parseDate } from '../../shared/months';
 import { q } from '../../shared/query';
 import {
@@ -560,12 +559,8 @@ app.events.on('sync', ({ type }) => {
     type === 'success' || type === 'error' || type === 'unauthorized';
 
   if (completeEvent && prefs.getPrefs()) {
-    if (!db.getDatabase()) {
-      logger.info('database is not available, skipping schedule service');
-      return;
-    }
-
     const { lastScheduleRun } = prefs.getPrefs();
+
     if (lastScheduleRun !== currentDay()) {
       runMutator(() => advanceSchedulesService(type === 'success'));
 

packages/loot-core/src/shared/rules.ts

@@ -3,12 +3,7 @@ import { t } from 'i18next';
 
 import { FieldValueTypes, RuleConditionOp } from '../types/models';
 
-import {
-  integerToAmount,
-  amountToInteger,
-  currencyToAmount,
-  getNumberFormat,
-} from './util';
+import { integerToAmount, amountToInteger, currencyToAmount } from './util';
 
 // For now, this info is duplicated from the backend. Figure out how
 // to share it later.
@@ -379,22 +374,10 @@ export function makeValue(value, cond) {
   switch (cond.type) {
     case 'number': {
       if (cond.op !== 'isbetween') {
-        const stringValue = String(value);
-        const { decimalSeparator } = getNumberFormat();
-
-        // preserve trailing decimal separator to allow decimal input during typing
-        if (stringValue && stringValue.endsWith(decimalSeparator)) {
-          return {
-            ...cond,
-            error: null,
-            value: stringValue,
-          };
-        }
-
         return {
           ...cond,
           error: null,
-          value: value ? currencyToAmount(stringValue) || 0 : 0,
+          value: value ? currencyToAmount(String(value)) || 0 : 0,
         };
       }
       break;

packages/plugins-core/package.json

@@ -0,0 +1,67 @@
+{
+  "name": "@actual-app/plugins-core",
+  "private": true,
+  "version": "0.1.0",
+  "description": "Core plugin system for Actual Budget",
+  "main": "src/index.ts",
+  "types": "src/index.ts",
+  "scripts": {
+    "dev": "vite",
+    "build": "tsc && vite build",
+    "preview": "vite preview",
+    "lint": "eslint src/ tests/ --ext .ts,.tsx",
+    "typecheck": "tsc --noEmit"
+  },
+  "devDependencies": {
+    "@actual-app/components": "workspace:^",
+    "@types/react": "^19.1.4",
+    "@types/react-dom": "^19.1.4",
+    "i18next": "^25.2.1",
+    "react": "19.1.0",
+    "react-aria-components": "^1.7.1",
+    "react-dom": "19.1.0",
+    "typescript": "^5.5.4",
+    "typescript-eslint": "^8.18.1",
+    "typescript-strict-plugin": "^2.4.4",
+    "vite": "^6.2.0",
+    "vite-plugin-dts": "^4.5.3"
+  },
+  "exports": {
+    ".": {
+      "types": "./src/index.ts",
+      "development": "./src/index.ts",
+      "import": "./build/index.js",
+      "require": "./build/index.cjs"
+    },
+    "./server": {
+      "types": "./src/server.ts",
+      "development": "./src/server.ts",
+      "import": "./build/server.js",
+      "require": "./build/server.cjs"
+    },
+    "./client": {
+      "types": "./src/client.ts",
+      "development": "./src/client.ts",
+      "import": "./build/client.js",
+      "require": "./build/client.cjs"
+    },
+    "./BasicModalComponents": {
+      "types": "./src/BasicModalComponents.tsx",
+      "import": "./build/BasicModalComponents.js",
+      "development": "./src/BasicModalComponents.tsx"
+    },
+    "./types/*": {
+      "types": "./src/types/*.ts",
+      "development": "./src/types/*.ts"
+    },
+    "./query": {
+      "types": "./src/query/index.ts",
+      "development": "./src/query/index.ts"
+    },
+    "./src/*": "./src/*"
+  },
+  "peerDependencies": {
+    "react": "^19.0.0",
+    "react-dom": "^19.0.0"
+  }
+}

packages/plugins-core/src/BasicModalComponents.tsx

@@ -0,0 +1,257 @@
+import React, { ReactNode, useEffect, useRef, useState } from 'react';
+
+import { Button } from '@actual-app/components/button';
+import { SvgLogo } from '@actual-app/components/icons/logo';
+import { SvgDelete } from '@actual-app/components/icons/v0';
+import { Input } from '@actual-app/components/input';
+import { CSSProperties, styles } from '@actual-app/components/styles';
+import { View } from '@actual-app/components/view';
+
+type ModalButtonsProps = {
+  style?: CSSProperties;
+  leftContent?: ReactNode;
+  focusButton?: boolean;
+  children: ReactNode;
+};
+
+export const ModalButtons = ({
+  style,
+  leftContent,
+  focusButton = false,
+  children,
+}: ModalButtonsProps) => {
+  const containerRef = useRef<HTMLDivElement>(null);
+
+  useEffect(() => {
+    if (focusButton && containerRef.current) {
+      const button = containerRef.current.querySelector<HTMLButtonElement>(
+        'button:not([data-hidden])',
+      );
+
+      if (button) {
+        button.focus();
+      }
+    }
+  }, [focusButton]);
+
+  return (
+    <View
+      innerRef={containerRef}
+      style={{
+        flexDirection: 'row',
+        marginTop: 30,
+        ...style,
+      }}
+    >
+      {leftContent}
+      <View style={{ flex: 1 }} />
+      {children}
+    </View>
+  );
+};
+
+type ModalHeaderProps = {
+  leftContent?: ReactNode;
+  showLogo?: boolean;
+  title?: ReactNode;
+  rightContent?: ReactNode;
+};
+
+/**
+ * Header used inside modals that centers an optional title and/or logo with
+ * optional left and right content pinned to the edges.
+ *
+ * The center area shows either a logo (when `showLogo` is true), a title (string/number
+ * rendered via ModalTitle), or a custom React node. `leftContent` and `rightContent`
+ * are rendered in absolutely-positioned regions at the left and right edges respectively.
+ *
+ * @param leftContent - Content rendered at the left edge of the header (optional).
+ * @param showLogo - When true, renders the app logo in the centered area.
+ * @param title - Title to display in the center. If a string or number, it's rendered with ModalTitle; otherwise the node is rendered as-is.
+ * @param rightContent - Content rendered at the right edge of the header (optional).
+ * @returns A JSX element representing the modal header.
+ */
+export function ModalHeader({
+  leftContent,
+  showLogo,
+  title,
+  rightContent,
+}: ModalHeaderProps) {
+  return (
+    <View
+      role="heading"
+      style={{
+        justifyContent: 'center',
+        alignItems: 'center',
+        position: 'relative',
+        height: 60,
+        flex: 'none',
+      }}
+    >
+      <View
+        style={{
+          position: 'absolute',
+          left: 0,
+        }}
+      >
+        {leftContent}
+      </View>
+
+      {(title || showLogo) && (
+        <View
+          style={{
+            textAlign: 'center',
+            // We need to force a width for the text-overflow
+            // ellipses to work because we are aligning center.
+            width: 'calc(100% - 60px)',
+          }}
+        >
+          {showLogo && (
+            <SvgLogo
+              width={30}
+              height={30}
+              style={{ justifyContent: 'center', alignSelf: 'center' }}
+            />
+          )}
+          {title &&
+            (typeof title === 'string' || typeof title === 'number' ? (
+              <ModalTitle title={`${title}`} />
+            ) : (
+              title
+            ))}
+        </View>
+      )}
+
+      {rightContent && (
+        <View
+          style={{
+            position: 'absolute',
+            right: 0,
+          }}
+        >
+          {rightContent}
+        </View>
+      )}
+    </View>
+  );
+}
+
+type ModalTitleProps = {
+  title: string;
+  isEditable?: boolean;
+  getStyle?: (isEditing: boolean) => CSSProperties;
+  onEdit?: (isEditing: boolean) => void;
+  onTitleUpdate?: (newName: string) => void;
+};
+
+/**
+ * Displays a modal title that can be edited inline when enabled.
+ *
+ * Renders a centered, bold title. If `isEditable` is true, clicking the title switches it to an input field
+ * so the user can edit the text. Pressing Enter or completing the input will call `onTitleUpdate` with the
+ * new value only if it differs from the original, then exit edit mode. `getStyle` can supply additional
+ * style overrides based on whether the title is currently being edited.
+ *
+ * @param title - The current title text to display.
+ * @param isEditable - If true, the title becomes clickable and editable.
+ * @param getStyle - Optional function that receives `isEditing` and returns CSS overrides merged into the title/input.
+ * @param onTitleUpdate - Optional callback invoked with the new title when the user commits a change (only called if the value changed).
+ * @returns A JSX element: an Input when editing, otherwise a centered span showing the title.
+ */
+export function ModalTitle({
+  title,
+  isEditable,
+  getStyle,
+  onTitleUpdate,
+}: ModalTitleProps) {
+  const [isEditing, setIsEditing] = useState(false);
+
+  const onTitleClick = () => {
+    if (isEditable) {
+      setIsEditing(true);
+    }
+  };
+
+  const _onTitleUpdate = (newTitle: string) => {
+    if (newTitle !== title) {
+      onTitleUpdate?.(newTitle);
+    }
+    setIsEditing(false);
+  };
+
+  const inputRef = useRef<HTMLInputElement>(null);
+  useEffect(() => {
+    if (isEditing) {
+      if (inputRef.current) {
+        inputRef.current.scrollLeft = 0;
+      }
+    }
+  }, [isEditing]);
+
+  const style = getStyle?.(isEditing);
+
+  return isEditing ? (
+    <Input
+      ref={inputRef}
+      style={{
+        fontSize: 25,
+        fontWeight: 700,
+        textAlign: 'center',
+        ...style,
+      }}
+      defaultValue={title}
+      onUpdate={_onTitleUpdate}
+      onKeyDown={e => {
+        if (e.key === 'Enter') {
+          e.preventDefault();
+          _onTitleUpdate?.(e.currentTarget.value);
+        }
+      }}
+    />
+  ) : (
+    <View
+      style={{
+        flexDirection: 'row',
+        justifyContent: 'center',
+        alignItems: 'center',
+      }}
+    >
+      <span
+        onClick={onTitleClick}
+        style={{
+          fontSize: 25,
+          fontWeight: 700,
+          textAlign: 'center',
+          ...(isEditable && styles.underlinedText),
+          ...style,
+        }}
+      >
+        {title}
+      </span>
+    </View>
+  );
+}
+
+type ModalCloseButtonProps = {
+  onPress?: () => void;
+  style?: CSSProperties;
+};
+
+/**
+ * A compact "close" button that renders a small delete icon inside a bare-styled Button.
+ *
+ * The `onPress` handler is forwarded to the Button. The `style` prop customizes the SVG icon's
+ * appearance (it is applied to the `SvgDelete`), not the Button itself. The Button uses fixed
+ * internal padding and the icon is rendered at a width of 10px.
+ *
+ * @param onPress - Optional callback invoked when the button is pressed.
+ * @param style - Optional CSS properties applied to the delete icon SVG.
+ * @returns A JSX element for use in modal headers or other compact UI areas.
+ */
+export function ModalCloseButton({ onPress, style }: ModalCloseButtonProps) {
+  return (
+    <Button variant="bare" onPress={onPress} style={{ padding: '10px 10px' }}>
+      <SvgDelete width={10} style={style} />
+    </Button>
+  );
+}

packages/plugins-core/src/client.ts

@@ -0,0 +1,74 @@
+// React Components (client-side only)
+export { AlignedText } from '@actual-app/components/aligned-text';
+export { Block } from '@actual-app/components/block';
+export { Button, ButtonWithLoading } from '@actual-app/components/button';
+export { Card } from '@actual-app/components/card';
+export { FormError } from '@actual-app/components/form-error';
+export { InitialFocus } from '@actual-app/components/initial-focus';
+export { InlineField } from '@actual-app/components/inline-field';
+export { Input } from '@actual-app/components/input';
+export { Label } from '@actual-app/components/label';
+export { Menu } from '@actual-app/components/menu';
+export { Paragraph } from '@actual-app/components/paragraph';
+export { Popover } from '@actual-app/components/popover';
+export { Select } from '@actual-app/components/select';
+export { SpaceBetween } from '@actual-app/components/space-between';
+export { Stack } from '@actual-app/components/stack';
+export { Text } from '@actual-app/components/text';
+export { TextOneLine } from '@actual-app/components/text-one-line';
+export { Toggle } from '@actual-app/components/toggle';
+export { Tooltip } from '@actual-app/components/tooltip';
+export { View } from '@actual-app/components/view';
+
+// Modal Components (client-side only)
+export {
+  ModalTitle,
+  ModalButtons,
+  ModalHeader,
+  ModalCloseButton,
+} from './BasicModalComponents';
+
+// Client-side middleware
+export { initializePlugin } from './middleware';
+
+// Icons, styles, theme (client-side only)
+export * from '@actual-app/components/icons/v2';
+export * from '@actual-app/components/styles';
+export * from '@actual-app/components/theme';
+
+// Client-side hooks (React hooks)
+export { useReport } from './utils';
+
+// Query System (also needed on client-side for components)
+export {
+  Query,
+  q,
+  getPrimaryOrderBy,
+  type QueryState,
+  type QueryBuilder,
+  type ObjectExpression,
+} from './query';
+
+// Spreadsheet types and utilities (client-side only)
+export {
+  parametrizedField,
+  type SheetFields,
+  type Binding,
+  type SheetNames,
+  type Spreadsheets,
+  type BindingObject,
+} from './spreadsheet';
+
+// Client-side plugin types
+export type {
+  ActualPlugin,
+  ActualPluginInitialized,
+  ThemeColorOverrides,
+  HostContext,
+} from './types/actualPlugin';
+
+export type { BasicModalProps } from '@actual-app/components/props/modalProps';
+export type {
+  ActualPluginToolkit,
+  ActualPluginToolkitFunctions,
+} from './types/toolkit';

packages/plugins-core/src/index.ts

@@ -0,0 +1,13 @@
+/**
+ * Main Entry Point for @actual-app/plugins-core
+ *
+ * Re-exports everything from both server and client exports.
+ * `server` must be used in `loot-core`
+ * `client` must be used in `desktop-client`
+ */
+
+// Re-export all server-safe exports
+export * from './server';
+
+// Re-export all client-only exports
+export * from './client';

packages/plugins-core/src/middleware.ts

@@ -0,0 +1,152 @@
+import React, { ReactElement } from 'react';
+import { initReactI18next } from 'react-i18next';
+
+import { BasicModalProps } from '@actual-app/components/props/modalProps';
+import ReactDOM from 'react-dom/client';
+
+import {
+  ActualPlugin,
+  ActualPluginInitialized,
+  SidebarLocations,
+} from './types/actualPlugin';
+
+const containerRoots = new WeakMap<HTMLElement, Map<string, ReactDOM.Root>>();
+
+/**
+ * Generates a short random plugin identifier string.
+ *
+ * The returned value has the form `plugin-<random>` where `<random>` is
+ * a 10-character base-36 substring derived from Math.random().
+ *
+ * @returns A pseudo-random plugin id (not cryptographically unique).
+ */
+function generateRandomPluginId() {
+  return 'plugin-' + Math.random().toString(36).slice(2, 12);
+}
+
+/**
+ * Retrieve or create a React root for a specific plugin within a host container.
+ *
+ * Returns a cached ReactDOM.Root associated with the given container and pluginId,
+ * creating and caching a new root if none exists. The mapping is stored in a
+ * per-container WeakMap so roots are reused for the same (container, pluginId)
+ * pair and can be garbage-collected with the container.
+ *
+ * @param container - Host DOM element that will host the React root.
+ * @param pluginId - Identifier for the plugin instance; roots are namespaced by this id.
+ * @returns The existing or newly created React root for the specified container and pluginId.
+ */
+function getOrCreateRoot(container: HTMLElement, pluginId: string) {
+  let pluginMap = containerRoots.get(container);
+  if (!pluginMap) {
+    pluginMap = new Map();
+    containerRoots.set(container, pluginMap);
+  }
+
+  let root = pluginMap.get(pluginId);
+  if (!root) {
+    root = ReactDOM.createRoot(container);
+    pluginMap.set(pluginId, root);
+  }
+  return root;
+}
+
+/**
+ * Produces an initialized plugin wrapper that mounts the plugin's UI into per-plugin React roots
+ * and forwards host resources.
+ *
+ * The returned plugin is a shallow copy of `plugin` with `initialized: true` and an `activate`
+ * implementation that:
+ * - installs `initReactI18next` into the plugin's i18n instance,
+ * - wraps the host activation context to forward host-provided resources (`db`, `q`, theme and utility
+ *   helpers) and to replace UI registration helpers so provided React elements are rendered into
+ *   per-container, per-plugin React roots (menus, modals, routes, dashboard widgets),
+ * - preserves and then calls the original `plugin.activate` with the wrapped context.
+ *
+ * @param plugin - The plugin to initialize.
+ * @param providedPluginId - Optional plugin identifier to use for scoping per-container React roots;
+ *   when omitted a random plugin id is generated.
+ * @returns A plugin object marked `initialized: true` whose `activate` is wrapped to provide the
+ *   augmented context and per-plugin rendering behavior.
+ */
+export function initializePlugin(
+  plugin: ActualPlugin,
+  providedPluginId?: string,
+): ActualPluginInitialized {
+  const pluginId = providedPluginId || generateRandomPluginId();
+
+  const originalActivate = plugin.activate;
+
+  const newPlugin: ActualPluginInitialized = {
+    ...plugin,
+    initialized: true,
+    activate: context => {
+      context.i18nInstance.use(initReactI18next);
+
+      const wrappedContext = {
+        ...context,
+
+        // Database provided by host
+        db: context.db,
+
+        // Query builder passed through directly
+        q: context.q,
+
+        registerMenu(position: SidebarLocations, element: ReactElement) {
+          return context.registerMenu(position, container => {
+            const root = getOrCreateRoot(container, pluginId);
+            root.render(element);
+          });
+        },
+
+        pushModal(element: ReactElement, modalProps?: BasicModalProps) {
+          context.pushModal(container => {
+            const root = getOrCreateRoot(container, pluginId);
+            root.render(element);
+          }, modalProps);
+        },
+
+        registerRoute(path: string, element: ReactElement) {
+          return context.registerRoute(path, container => {
+            const root = getOrCreateRoot(container, pluginId);
+            root.render(element);
+          });
+        },
+
+        registerDashboardWidget(
+          widgetType: string,
+          displayName: string,
+          element: ReactElement,
+          options?: {
+            defaultWidth?: number;
+            defaultHeight?: number;
+            minWidth?: number;
+            minHeight?: number;
+          },
+        ) {
+          return context.registerDashboardWidget(
+            widgetType,
+            displayName,
+            container => {
+              const root = getOrCreateRoot(container, pluginId);
+              root.render(element);
+            },
+            options,
+          );
+        },
+
+        // Theme methods - passed through from host context
+        addTheme: context.addTheme,
+        overrideTheme: context.overrideTheme,
+
+        // Report and spreadsheet utilities - passed through from host context
+        createSpreadsheet: context.createSpreadsheet,
+        makeFilters: context.makeFilters,
+      };
+
+      originalActivate(wrappedContext);
+    },
+  };
+
+  return newPlugin;
+}

packages/plugins-core/src/query/index.ts

@@ -0,0 +1,215 @@
+/**
+ * Query System - Single Source of Truth
+ *
+ * This is the main query implementation used by both loot-core and plugins.
+ * No more conversion functions needed!
+ */
+
+import { WithRequired } from '../types/util';
+
+export type ObjectExpression = {
+  [key: string]: ObjectExpression | unknown;
+};
+
+export type QueryState = {
+  get table(): string;
+  get tableOptions(): Readonly<Record<string, unknown>>;
+  get filterExpressions(): ReadonlyArray<ObjectExpression>;
+  get selectExpressions(): ReadonlyArray<ObjectExpression | string | '*'>;
+  get groupExpressions(): ReadonlyArray<ObjectExpression | string>;
+  get orderExpressions(): ReadonlyArray<ObjectExpression | string>;
+  get calculation(): boolean;
+  get rawMode(): boolean;
+  get withDead(): boolean;
+  get validateRefs(): boolean;
+  get limit(): number | null;
+  get offset(): number | null;
+};
+
+export class Query {
+  state: QueryState;
+
+  constructor(state: WithRequired<Partial<QueryState>, 'table'>) {
+    this.state = {
+      tableOptions: state.tableOptions || {},
+      filterExpressions: state.filterExpressions || [],
+      selectExpressions: state.selectExpressions || [],
+      groupExpressions: state.groupExpressions || [],
+      orderExpressions: state.orderExpressions || [],
+      calculation: false,
+      rawMode: false,
+      withDead: false,
+      validateRefs: true,
+      limit: null,
+      offset: null,
+      ...state,
+    };
+  }
+
+  filter(expr: ObjectExpression) {
+    return new Query({
+      ...this.state,
+      filterExpressions: [...this.state.filterExpressions, expr],
+    });
+  }
+
+  unfilter(exprs?: Array<keyof ObjectExpression>) {
+    // Remove all filters if no arguments are passed
+    if (!exprs) {
+      return new Query({
+        ...this.state,
+        filterExpressions: [],
+      });
+    }
+
+    const exprSet = new Set(exprs);
+    return new Query({
+      ...this.state,
+      filterExpressions: this.state.filterExpressions.filter(
+        expr => !exprSet.has(Object.keys(expr)[0]),
+      ),
+    });
+  }
+
+  select(
+    exprs:
+      | Array<ObjectExpression | string>
+      | ObjectExpression
+      | string
+      | '*'
+      | ['*'] = [],
+  ) {
+    if (!Array.isArray(exprs)) {
+      exprs = [exprs];
+    }
+
+    return new Query({
+      ...this.state,
+      selectExpressions: exprs,
+      calculation: false,
+    });
+  }
+
+  calculate(expr: ObjectExpression | string) {
+    return new Query({
+      ...this.state,
+      selectExpressions: [{ result: expr }],
+      calculation: true,
+    });
+  }
+
+  groupBy(exprs: ObjectExpression | string | Array<ObjectExpression | string>) {
+    if (!Array.isArray(exprs)) {
+      exprs = [exprs];
+    }
+
+    return new Query({
+      ...this.state,
+      groupExpressions: [...this.state.groupExpressions, ...exprs],
+    });
+  }
+
+  orderBy(exprs: ObjectExpression | string | Array<ObjectExpression | string>) {
+    if (!Array.isArray(exprs)) {
+      exprs = [exprs];
+    }
+
+    return new Query({
+      ...this.state,
+      orderExpressions: [...this.state.orderExpressions, ...exprs],
+    });
+  }
+
+  limit(num: number) {
+    return new Query({ ...this.state, limit: num });
+  }
+
+  offset(num: number) {
+    return new Query({ ...this.state, offset: num });
+  }
+
+  raw() {
+    return new Query({ ...this.state, rawMode: true });
+  }
+
+  withDead() {
+    return new Query({ ...this.state, withDead: true });
+  }
+
+  withoutValidatedRefs() {
+    return new Query({ ...this.state, validateRefs: false });
+  }
+
+  options(opts: Record<string, unknown>) {
+    return new Query({ ...this.state, tableOptions: opts });
+  }
+
+  reset() {
+    return q(this.state.table);
+  }
+
+  serialize() {
+    return this.state;
+  }
+
+  serializeAsString() {
+    return JSON.stringify(this.serialize());
+  }
+}
+
+/**
+ * Create a new immutable Query preconfigured for the given table.
+ *
+ * @param table - The table name to build the query for.
+ * @returns A new Query instance whose state.table is set to `table`.
+ */
+export function q(table: QueryState['table']) {
+  return new Query({ table });
+}
+
+/**
+ * Query builder type for use in contexts
+ */
+export interface QueryBuilder {
+  (table: string): Query;
+}
+
+/**
+ * Derives the primary ORDER BY clause for a Query.
+ *
+ * If the query has any order expressions, the first one is normalized into a simple
+ * descriptor. If the first expression is a string it is treated as the field name
+ * with ascending order. If it is an object, the first key is used as the field
+ * and its value as the order.
+ *
+ * When the query has no order expressions and `defaultOrderBy` is provided, the
+ * function returns an object produced by merging `{ order: 'asc' }` with
+ * `defaultOrderBy` (so the default order is ascending unless overridden by the
+ * spread object). If there is no order information and no default, `null` is
+ * returned.
+ *
+ * @param query - The Query instance to inspect.
+ * @param defaultOrderBy - Fallback object expression to use when the query has no order expressions; may be `null`.
+ * @returns An object describing the primary order (commonly `{ field: string, order: 'asc' | 'desc' }`,
+ *          or a merged object when `defaultOrderBy` is used), or `null` if no ordering is available.
+ */
+export function getPrimaryOrderBy(
+  query: Query,
+  defaultOrderBy: ObjectExpression | null,
+) {
+  const orderExprs = query.serialize().orderExpressions;
+  if (orderExprs.length === 0) {
+    if (defaultOrderBy) {
+      return { order: 'asc', ...defaultOrderBy };
+    }
+    return null;
+  }
+
+  const firstOrder = orderExprs[0];
+  if (typeof firstOrder === 'string') {
+    return { field: firstOrder, order: 'asc' };
+  }
+  // Handle this form: { field: 'desc' }
+  const [field] = Object.keys(firstOrder);
+  return { field, order: firstOrder[field] };
+}

packages/plugins-core/src/server.ts

@@ -0,0 +1,53 @@
+/**
+ * Server-Only Exports for @actual-app/plugins-core
+ *
+ * This file contains only types and utilities that can be used in server environments
+ * (Web Workers, Node.js) without any DOM dependencies or React components.
+ */
+
+// Database types
+export type {
+  SqlParameter,
+  DatabaseQueryResult,
+  DatabaseRow,
+  DatabaseSelectResult,
+  DatabaseResult,
+  DatabaseOperation,
+  PluginMetadata,
+} from './types/database';
+
+// Plugin file types
+export type { PluginFile, PluginFileCollection } from './types/plugin-files';
+
+// AQL query result types
+export type { AQLQueryResult, AQLQueryOptions } from './types/aql-result';
+
+// Model types (server-safe)
+export type * from './types/models';
+
+// Plugin types (server-safe ones)
+export type {
+  PluginDatabase,
+  PluginSpreadsheet,
+  PluginBinding,
+  PluginCellValue,
+  PluginFilterCondition,
+  PluginFilterResult,
+  PluginConditionValue,
+  PluginMigration,
+  PluginContext,
+  ContextEvent,
+} from './types/actualPlugin';
+
+export type { ActualPluginEntry } from './types/actualPluginEntry';
+export type { ActualPluginManifest } from './types/actualPluginManifest';
+
+// Query System (server-safe)
+export {
+  Query,
+  q,
+  getPrimaryOrderBy,
+  type QueryState,
+  type QueryBuilder,
+  type ObjectExpression,
+} from './query';

packages/plugins-core/src/spreadsheet.ts

@@ -0,0 +1,127 @@
+/**
+ * Spreadsheet Types and Utilities
+ *
+ * Core spreadsheet schema definitions and binding utilities used across
+ * the application for managing financial data in sheet-like structures.
+ */
+
+import { type Query } from './query';
+
+export type Spreadsheets = {
+  account: {
+    // Common fields
+    'uncategorized-amount': number;
+    'uncategorized-balance': number;
+
+    // Account fields
+    balance: number;
+    [key: `balance-${string}-cleared`]: number | null;
+    'accounts-balance': number;
+    'onbudget-accounts-balance': number;
+    'offbudget-accounts-balance': number;
+    'closed-accounts-balance': number;
+    balanceCleared: number;
+    balanceUncleared: number;
+    lastReconciled: string | null;
+  };
+  category: {
+    // Common fields
+    'uncategorized-amount': number;
+    'uncategorized-balance': number;
+
+    balance: number;
+    balanceCleared: number;
+    balanceUncleared: number;
+  };
+  'envelope-budget': {
+    // Common fields
+    'uncategorized-amount': number;
+    'uncategorized-balance': number;
+
+    // Envelope budget fields
+    'available-funds': number;
+    'last-month-overspent': number;
+    buffered: number;
+    'buffered-auto': number;
+    'buffered-selected': number;
+    'to-budget': number | null;
+    'from-last-month': number;
+    'total-budgeted': number;
+    'total-income': number;
+    'total-spent': number;
+    'total-leftover': number;
+    'group-sum-amount': number;
+    'group-budget': number;
+    'group-leftover': number;
+    budget: number;
+    'sum-amount': number;
+    leftover: number;
+    carryover: number;
+    goal: number;
+    'long-goal': number;
+  };
+  'tracking-budget': {
+    // Common fields
+    'uncategorized-amount': number;
+    'uncategorized-balance': number;
+
+    // Tracking budget fields
+    'total-budgeted': number;
+    'total-budget-income': number;
+    'total-saved': number;
+    'total-income': number;
+    'total-spent': number;
+    'real-saved': number;
+    'total-leftover': number;
+    'group-sum-amount': number;
+    'group-budget': number;
+    'group-leftover': number;
+    budget: number;
+    'sum-amount': number;
+    leftover: number;
+    carryover: number;
+    goal: number;
+    'long-goal': number;
+  };
+  [`balance`]: {
+    // Common fields
+    'uncategorized-amount': number;
+    'uncategorized-balance': number;
+
+    // Balance fields
+    [key: `balance-query-${string}`]: number;
+    [key: `selected-transactions-${string}`]: Array<{ id: string }>;
+    [key: `selected-balance-${string}`]: number;
+  };
+};
+
+export type SheetNames = keyof Spreadsheets & string;
+
+export type SheetFields<SheetName extends SheetNames> =
+  keyof Spreadsheets[SheetName] & string;
+
+export type BindingObject<
+  SheetName extends SheetNames,
+  SheetFieldName extends SheetFields<SheetName>,
+> = {
+  name: SheetFieldName;
+  value?: Spreadsheets[SheetName][SheetFieldName] | undefined;
+  query?: Query | undefined;
+};
+
+export type Binding<
+  SheetName extends SheetNames,
+  SheetFieldName extends SheetFields<SheetName>,
+> =
+  | SheetFieldName
+  | {
+      name: SheetFieldName;
+      value?: Spreadsheets[SheetName][SheetFieldName] | undefined;
+      query?: Query | undefined;
+    };
+
+export const parametrizedField =
+  <SheetName extends SheetNames>() =>
+  <SheetFieldName extends SheetFields<SheetName>>(field: SheetFieldName) =>
+  (id?: string): SheetFieldName =>
+    `${field}-${id}` as SheetFieldName;

packages/plugins-core/src/types/actualPlugin.ts

@@ -0,0 +1,517 @@
+import { ReactElement } from 'react';
+
+import type { BasicModalProps } from '@actual-app/components/props/modalProps';
+import type { i18n } from 'i18next';
+
+import { Query, QueryBuilder } from '../query';
+
+import type {
+  PayeeEntity,
+  CategoryEntity,
+  CategoryGroupEntity,
+  AccountEntity,
+  ScheduleEntity,
+} from './models';
+
+export type SidebarLocations =
+  | 'main-menu'
+  | 'more-menu'
+  | 'before-accounts'
+  | 'after-accounts'
+  | 'topbar';
+
+// Define condition value types for filtering
+export type PluginConditionValue =
+  | string
+  | number
+  | boolean
+  | null
+  | Array<string | number>
+  | { num1: number; num2: number };
+
+export type PluginFilterCondition = {
+  field: string;
+  op: string;
+  value: PluginConditionValue;
+  type?: string;
+  customName?: string;
+};
+
+export type PluginFilterResult = {
+  filters: Record<string, unknown>;
+};
+
+// Simple color mapping type for theme methods
+export type ThemeColorOverrides = {
+  // Page colors
+  pageBackground?: string;
+  pageBackgroundModalActive?: string;
+  pageBackgroundTopLeft?: string;
+  pageBackgroundBottomRight?: string;
+  pageBackgroundLineTop?: string;
+  pageBackgroundLineMid?: string;
+  pageBackgroundLineBottom?: string;
+  pageText?: string;
+  pageTextLight?: string;
+  pageTextSubdued?: string;
+  pageTextDark?: string;
+  pageTextPositive?: string;
+  pageTextLink?: string;
+  pageTextLinkLight?: string;
+
+  // Card colors
+  cardBackground?: string;
+  cardBorder?: string;
+  cardShadow?: string;
+
+  // Table colors
+  tableBackground?: string;
+  tableRowBackgroundHover?: string;
+  tableText?: string;
+  tableTextLight?: string;
+  tableTextSubdued?: string;
+  tableTextSelected?: string;
+  tableTextHover?: string;
+  tableTextInactive?: string;
+  tableHeaderText?: string;
+  tableHeaderBackground?: string;
+  tableBorder?: string;
+  tableBorderSelected?: string;
+  tableBorderHover?: string;
+  tableBorderSeparator?: string;
+  tableRowBackgroundHighlight?: string;
+  tableRowBackgroundHighlightText?: string;
+  tableRowHeaderBackground?: string;
+  tableRowHeaderText?: string;
+
+  // Sidebar colors
+  sidebarBackground?: string;
+  sidebarItemBackgroundPending?: string;
+  sidebarItemBackgroundPositive?: string;
+  sidebarItemBackgroundFailed?: string;
+  sidebarItemBackgroundHover?: string;
+  sidebarItemAccentSelected?: string;
+  sidebarItemText?: string;
+  sidebarItemTextSelected?: string;
+
+  // Menu colors
+  menuBackground?: string;
+  menuItemBackground?: string;
+  menuItemBackgroundHover?: string;
+  menuItemText?: string;
+  menuItemTextHover?: string;
+  menuItemTextSelected?: string;
+  menuItemTextHeader?: string;
+  menuBorder?: string;
+  menuBorderHover?: string;
+  menuKeybindingText?: string;
+  menuAutoCompleteBackground?: string;
+  menuAutoCompleteBackgroundHover?: string;
+  menuAutoCompleteText?: string;
+  menuAutoCompleteTextHover?: string;
+  menuAutoCompleteTextHeader?: string;
+  menuAutoCompleteItemTextHover?: string;
+  menuAutoCompleteItemText?: string;
+
+  // Modal colors
+  modalBackground?: string;
+  modalBorder?: string;
+
+  // Mobile colors
+  mobileHeaderBackground?: string;
+  mobileHeaderText?: string;
+  mobileHeaderTextSubdued?: string;
+  mobileHeaderTextHover?: string;
+  mobilePageBackground?: string;
+  mobileNavBackground?: string;
+  mobileNavItem?: string;
+  mobileNavItemSelected?: string;
+  mobileAccountShadow?: string;
+  mobileAccountText?: string;
+  mobileTransactionSelected?: string;
+  mobileViewTheme?: string;
+  mobileConfigServerViewTheme?: string;
+
+  // Markdown colors
+  markdownNormal?: string;
+  markdownDark?: string;
+  markdownLight?: string;
+
+  // Button colors - Menu buttons
+  buttonMenuText?: string;
+  buttonMenuTextHover?: string;
+  buttonMenuBackground?: string;
+  buttonMenuBackgroundHover?: string;
+  buttonMenuBorder?: string;
+  buttonMenuSelectedText?: string;
+  buttonMenuSelectedTextHover?: string;
+  buttonMenuSelectedBackground?: string;
+  buttonMenuSelectedBackgroundHover?: string;
+  buttonMenuSelectedBorder?: string;
+
+  // Button colors - Primary buttons
+  buttonPrimaryText?: string;
+  buttonPrimaryTextHover?: string;
+  buttonPrimaryBackground?: string;
+  buttonPrimaryBackgroundHover?: string;
+  buttonPrimaryBorder?: string;
+  buttonPrimaryShadow?: string;
+  buttonPrimaryDisabledText?: string;
+  buttonPrimaryDisabledBackground?: string;
+  buttonPrimaryDisabledBorder?: string;
+
+  // Button colors - Normal buttons
+  buttonNormalText?: string;
+  buttonNormalTextHover?: string;
+  buttonNormalBackground?: string;
+  buttonNormalBackgroundHover?: string;
+  buttonNormalBorder?: string;
+  buttonNormalShadow?: string;
+  buttonNormalSelectedText?: string;
+  buttonNormalSelectedBackground?: string;
+  buttonNormalDisabledText?: string;
+  buttonNormalDisabledBackground?: string;
+  buttonNormalDisabledBorder?: string;
+
+  // Button colors - Bare buttons
+  buttonBareText?: string;
+  buttonBareTextHover?: string;
+  buttonBareBackground?: string;
+  buttonBareBackgroundHover?: string;
+  buttonBareBackgroundActive?: string;
+  buttonBareDisabledText?: string;
+  buttonBareDisabledBackground?: string;
+
+  // Calendar colors
+  calendarText?: string;
+  calendarBackground?: string;
+  calendarItemText?: string;
+  calendarItemBackground?: string;
+  calendarSelectedBackground?: string;
+  calendarCellBackground?: string;
+
+  // Status colors - Notice
+  noticeBackground?: string;
+  noticeBackgroundLight?: string;
+  noticeBackgroundDark?: string;
+  noticeText?: string;
+  noticeTextLight?: string;
+  noticeTextDark?: string;
+  noticeTextMenu?: string;
+  noticeTextMenuHover?: string;
+  noticeBorder?: string;
+
+  // Status colors - Warning
+  warningBackground?: string;
+  warningText?: string;
+  warningTextLight?: string;
+  warningTextDark?: string;
+  warningBorder?: string;
+
+  // Status colors - Error
+  errorBackground?: string;
+  errorText?: string;
+  errorTextDark?: string;
+  errorTextDarker?: string;
+  errorTextMenu?: string;
+  errorBorder?: string;
+
+  // Status colors - Upcoming
+  upcomingBackground?: string;
+  upcomingText?: string;
+  upcomingBorder?: string;
+
+  // Form colors
+  formLabelText?: string;
+  formLabelBackground?: string;
+  formInputBackground?: string;
+  formInputBackgroundSelected?: string;
+  formInputBackgroundSelection?: string;
+  formInputBorder?: string;
+  formInputTextReadOnlySelection?: string;
+  formInputBorderSelected?: string;
+  formInputText?: string;
+  formInputTextSelected?: string;
+  formInputTextPlaceholder?: string;
+  formInputTextPlaceholderSelected?: string;
+  formInputTextSelection?: string;
+  formInputShadowSelected?: string;
+  formInputTextHighlight?: string;
+
+  // Checkbox colors
+  checkboxText?: string;
+  checkboxBackgroundSelected?: string;
+  checkboxBorderSelected?: string;
+  checkboxShadowSelected?: string;
+  checkboxToggleBackground?: string;
+  checkboxToggleBackgroundSelected?: string;
+  checkboxToggleDisabled?: string;
+
+  // Pill colors
+  pillBackground?: string;
+  pillBackgroundLight?: string;
+  pillText?: string;
+  pillTextHighlighted?: string;
+  pillBorder?: string;
+  pillBorderDark?: string;
+  pillBackgroundSelected?: string;
+  pillTextSelected?: string;
+  pillBorderSelected?: string;
+  pillTextSubdued?: string;
+
+  // Reports colors
+  reportsRed?: string;
+  reportsBlue?: string;
+  reportsGreen?: string;
+  reportsGray?: string;
+  reportsLabel?: string;
+  reportsInnerLabel?: string;
+
+  // Note tag colors
+  noteTagBackground?: string;
+  noteTagBackgroundHover?: string;
+  noteTagText?: string;
+
+  // Budget colors
+  budgetCurrentMonth?: string;
+  budgetOtherMonth?: string;
+  budgetHeaderCurrentMonth?: string;
+  budgetHeaderOtherMonth?: string;
+
+  // Floating action bar colors
+  floatingActionBarBackground?: string;
+  floatingActionBarBorder?: string;
+  floatingActionBarText?: string;
+
+  // Tooltip colors
+  tooltipText?: string;
+  tooltipBackground?: string;
+  tooltipBorder?: string;
+
+  // Custom colors (plugin-specific)
+  [customColor: `custom-${string}`]: string;
+};
+
+export interface PluginDatabase {
+  runQuery<T = unknown>(
+    sql: string,
+    params?: (string | number)[],
+    fetchAll?: boolean,
+  ): Promise<T[] | { changes: number; insertId?: number }>;
+
+  execQuery(sql: string): void;
+
+  transaction(fn: () => void): void;
+
+  getMigrationState(): Promise<string[]>;
+
+  setMetadata(key: string, value: string): Promise<void>;
+
+  getMetadata(key: string): Promise<string | null>;
+
+  /**
+   * Execute an AQL (Actual Query Language) query.
+   * This provides a higher-level abstraction over SQL that's consistent with Actual Budget's query system.
+   *
+   * @param query - The AQL query (can be a PluginQuery object or serialized PluginQueryState)
+   * @param options - Optional parameters for the query
+   * @param options.target - Target database: 'plugin' for plugin tables, 'host' for main app tables. Defaults to 'plugin'
+   * @param options.params - Named parameters for the query
+   * @returns Promise that resolves to the query result with data and dependencies
+   */
+  aql(
+    query: Query,
+    options?: {
+      target?: 'plugin' | 'host';
+      params?: Record<string, unknown>;
+    },
+  ): Promise<{ data: unknown; dependencies: string[] }>;
+}
+
+export type PluginBinding = string | { name: string; query?: Query };
+
+export type PluginCellValue = { name: string; value: unknown | null };
+
+export interface PluginSpreadsheet {
+  /**
+   * Bind to a cell and observe changes
+   * @param sheetName - Name of the sheet (optional, defaults to global)
+   * @param binding - Cell binding (string name or object with name and optional query)
+   * @param callback - Function called when cell value changes
+   * @returns Cleanup function to stop observing
+   */
+  bind(
+    sheetName: string | undefined,
+    binding: PluginBinding,
+    callback: (node: PluginCellValue) => void,
+  ): () => void;
+
+  /**
+   * Get a cell value directly
+   * @param sheetName - Name of the sheet
+   * @param name - Cell name
+   * @returns Promise that resolves to the cell value
+   */
+  get(sheetName: string, name: string): Promise<PluginCellValue>;
+
+  /**
+   * Get all cell names in a sheet
+   * @param sheetName - Name of the sheet
+   * @returns Promise that resolves to array of cell names
+   */
+  getCellNames(sheetName: string): Promise<string[]>;
+
+  /**
+   * Create a query in a sheet
+   * @param sheetName - Name of the sheet
+   * @param name - Query name
+   * @param query - The query to create
+   * @returns Promise that resolves when query is created
+   */
+  createQuery(sheetName: string, name: string, query: Query): Promise<void>;
+}
+
+export type PluginMigration = [
+  timestamp: number,
+  name: string,
+  upCommand: string,
+  downCommand: string,
+];
+
+// Plugin context type for easier reuse
+export type PluginContext = Omit<
+  HostContext,
+  'registerMenu' | 'pushModal' | 'registerRoute' | 'registerDashboardWidget'
+> & {
+  registerMenu: (location: SidebarLocations, element: ReactElement) => string;
+  pushModal: (element: ReactElement, modalProps?: BasicModalProps) => void;
+  registerRoute: (path: string, routeElement: ReactElement) => string;
+
+  // Dashboard widget registration - wrapped for JSX elements
+  registerDashboardWidget: (
+    widgetType: string,
+    displayName: string,
+    element: ReactElement,
+    options?: {
+      defaultWidth?: number;
+      defaultHeight?: number;
+      minWidth?: number;
+      minHeight?: number;
+    },
+  ) => string;
+
+  // Theme methods - simple and direct
+  addTheme: (
+    themeId: string,
+    displayName: string,
+    colorOverrides: ThemeColorOverrides,
+    options?: {
+      baseTheme?: 'light' | 'dark' | 'midnight';
+      description?: string;
+    },
+  ) => void;
+
+  overrideTheme: (
+    themeId: 'light' | 'dark' | 'midnight' | string,
+    colorOverrides: ThemeColorOverrides,
+  ) => void;
+
+  db?: PluginDatabase;
+  q: QueryBuilder;
+
+  // Report and spreadsheet utilities
+  createSpreadsheet: () => PluginSpreadsheet;
+
+  makeFilters: (
+    conditions: Array<PluginFilterCondition>,
+  ) => Promise<PluginFilterResult>;
+};
+
+export interface ActualPlugin {
+  name: string;
+  version: string;
+  uninstall: () => void;
+  migrations?: () => PluginMigration[];
+  activate: (context: PluginContext) => void;
+}
+
+export type ActualPluginInitialized = Omit<ActualPlugin, 'activate'> & {
+  initialized: true;
+  activate: (context: HostContext & { db: PluginDatabase }) => void;
+};
+
+export interface ContextEvent {
+  payess: { payess: PayeeEntity[] };
+  categories: { categories: CategoryEntity[]; groups: CategoryGroupEntity[] };
+  accounts: { accounts: AccountEntity[] };
+  schedules: { schedules: ScheduleEntity[] };
+}
+
+export interface HostContext {
+  navigate: (routePath: string) => void;
+
+  pushModal: (
+    parameter: (container: HTMLDivElement) => void,
+    modalProps?: BasicModalProps,
+  ) => void;
+  popModal: () => void;
+
+  registerRoute: (
+    path: string,
+    routeElement: (container: HTMLDivElement) => void,
+  ) => string;
+  unregisterRoute: (id: string) => void;
+
+  registerMenu: (
+    location: SidebarLocations,
+    parameter: (container: HTMLDivElement) => void,
+  ) => string;
+  unregisterMenu: (id: string) => void;
+
+  on: <K extends keyof ContextEvent>(
+    eventType: K,
+    callback: (data: ContextEvent[K]) => void,
+  ) => void;
+
+  // Dashboard widget methods
+  registerDashboardWidget: (
+    widgetType: string,
+    displayName: string,
+    renderWidget: (container: HTMLDivElement) => void,
+    options?: {
+      defaultWidth?: number;
+      defaultHeight?: number;
+      minWidth?: number;
+      minHeight?: number;
+    },
+  ) => string;
+  unregisterDashboardWidget: (id: string) => void;
+
+  // Theme methods
+  addTheme: (
+    themeId: string,
+    displayName: string,
+    colorOverrides: ThemeColorOverrides,
+    options?: {
+      baseTheme?: 'light' | 'dark' | 'midnight';
+      description?: string;
+    },
+  ) => void;
+
+  overrideTheme: (
+    themeId: 'light' | 'dark' | 'midnight' | string,
+    colorOverrides: ThemeColorOverrides,
+  ) => void;
+
+  // Query builder provided by host (loot-core's q function)
+  q: QueryBuilder;
+
+  // Report and spreadsheet utilities for dashboard widgets
+  createSpreadsheet: () => PluginSpreadsheet;
+
+  makeFilters: (
+    conditions: Array<PluginFilterCondition>,
+  ) => Promise<PluginFilterResult>;
+
+  i18nInstance: i18n;
+}

packages/plugins-core/src/types/actualPluginEntry.ts

@@ -0,0 +1,5 @@
+import React from 'react';
+
+import { ActualPluginInitialized } from './actualPlugin';
+
+export type ActualPluginEntry = () => ActualPluginInitialized;

packages/plugins-core/src/types/actualPluginManifest.ts

@@ -0,0 +1,11 @@
+export interface ActualPluginManifest {
+  url: string;
+  name: string;
+  version: string;
+  enabled?: boolean;
+  description?: string;
+  pluginType: 'server' | 'client';
+  minimumActualVersion: string;
+  author: string;
+  plugin?: Blob;
+}

packages/plugins-core/src/types/aql-result.ts

@@ -0,0 +1,27 @@
+/**
+ * AQL Query Result Types
+ *
+ * Types for AQL (Advanced Query Language) query results.
+ */
+
+import { DatabaseRow } from './database';
+
+/**
+ * Result of an AQL query operation
+ */
+export interface AQLQueryResult {
+  /** The actual data returned by the query */
+  data: DatabaseRow[] | DatabaseRow | null;
+  /** List of table/field dependencies detected during query execution */
+  dependencies: string[];
+}
+
+/**
+ * Options for AQL query execution
+ */
+export interface AQLQueryOptions {
+  /** Target for the query - 'plugin' uses plugin DB, 'host' uses main DB */
+  target?: 'plugin' | 'host';
+  /** Parameters to be passed to the query */
+  params?: Record<string, string | number | boolean | null>;
+}

packages/plugins-core/src/types/database.ts

@@ -0,0 +1,51 @@
+/**
+ * Plugin Database Types
+ *
+ * Shared types for database operations between plugins and the host application.
+ */
+
+/**
+ * Parameters that can be passed to SQL queries
+ */
+export type SqlParameter = string | number | boolean | null | Buffer;
+
+/**
+ * Result of a database query operation (INSERT, UPDATE, DELETE)
+ */
+export interface DatabaseQueryResult {
+  changes: number;
+  insertId?: number;
+}
+
+/**
+ * Row returned from a database SELECT query
+ */
+export type DatabaseRow = Record<string, SqlParameter>;
+
+/**
+ * Result of a database SELECT query
+ */
+export type DatabaseSelectResult = DatabaseRow[];
+
+/**
+ * Union type for all possible database query results
+ */
+export type DatabaseResult = DatabaseQueryResult | DatabaseSelectResult;
+
+/**
+ * Database transaction operation
+ */
+export interface DatabaseOperation {
+  type: 'exec' | 'query';
+  sql: string;
+  params?: SqlParameter[];
+  fetchAll?: boolean; // Only used for query operations
+}
+
+/**
+ * Plugin database metadata key-value pair
+ */
+export interface PluginMetadata {
+  key: string;
+  value: string;
+}

packages/plugins-core/src/types/models/account.ts

@@ -0,0 +1,25 @@
+export type AccountEntity = {
+  id: string;
+  name: string;
+  offbudget: 0 | 1;
+  closed: 0 | 1;
+  sort_order: number;
+  last_reconciled: string | null;
+  tombstone: 0 | 1;
+} & (_SyncFields<true> | _SyncFields<false>);
+
+export type _SyncFields<T> = {
+  account_id: T extends true ? string : null;
+  bank: T extends true ? string : null;
+  bankName: T extends true ? string : null;
+  bankId: T extends true ? number : null;
+  mask: T extends true ? string : null; // end of bank account number
+  official_name: T extends true ? string : null;
+  balance_current: T extends true ? number : null;
+  balance_available: T extends true ? number : null;
+  balance_limit: T extends true ? number : null;
+  account_sync_source: T extends true ? AccountSyncSource : null;
+  last_sync: T extends true ? string : null;
+};
+
+export type AccountSyncSource = 'simpleFin' | 'goCardless' | 'pluggyai';

packages/plugins-core/src/types/models/category-group.ts

@@ -0,0 +1,11 @@
+import { CategoryEntity } from './category';
+
+export interface CategoryGroupEntity {
+  id: string;
+  name: string;
+  is_income?: boolean;
+  sort_order?: number;
+  tombstone?: boolean;
+  hidden?: boolean;
+  categories?: CategoryEntity[];
+}

packages/plugins-core/src/types/models/category-views.ts

@@ -0,0 +1,7 @@
+import { CategoryEntity } from './category';
+import { CategoryGroupEntity } from './category-group';
+
+export interface CategoryViews {
+  grouped: CategoryGroupEntity[];
+  list: CategoryEntity[];
+}

packages/plugins-core/src/types/models/category.ts

@@ -0,0 +1,13 @@
+import { CategoryGroupEntity } from './category-group';
+
+export interface CategoryEntity {
+  id: string;
+  name: string;
+  is_income?: boolean;
+  group: CategoryGroupEntity['id'];
+  goal_def?: string;
+  template_settings?: { source: 'notes' | 'ui' };
+  sort_order?: number;
+  tombstone?: boolean;
+  hidden?: boolean;
+}

packages/plugins-core/src/types/models/index.ts

@@ -0,0 +1,7 @@
+export type * from './account';
+export type * from './payee';
+export type * from './category';
+export type * from './category-group';
+export type * from './category-views';
+export type * from './rule';
+export type * from './schedule';

packages/plugins-core/src/types/models/payee.ts

@@ -0,0 +1,10 @@
+import { AccountEntity } from './account';
+
+export interface PayeeEntity {
+  id: string;
+  name: string;
+  transfer_acct?: AccountEntity['id'];
+  favorite?: boolean;
+  learn_categories?: boolean;
+  tombstone?: boolean;
+}

packages/plugins-core/src/types/models/rule.ts

@@ -0,0 +1,179 @@
+import { type RecurConfig } from './schedule';
+
+export interface NewRuleEntity {
+  stage: 'pre' | null | 'post';
+  conditionsOp: 'or' | 'and';
+  conditions: RuleConditionEntity[];
+  actions: RuleActionEntity[];
+  tombstone?: boolean;
+}
+
+export interface RuleEntity extends NewRuleEntity {
+  id: string;
+}
+
+export type RuleConditionOp =
+  | 'is'
+  | 'isNot'
+  | 'oneOf'
+  | 'notOneOf'
+  | 'isapprox'
+  | 'isbetween'
+  | 'gt'
+  | 'gte'
+  | 'lt'
+  | 'lte'
+  | 'contains'
+  | 'doesNotContain'
+  | 'hasTags'
+  | 'and'
+  | 'matches'
+  | 'onBudget'
+  | 'offBudget';
+
+export type FieldValueTypes = {
+  account: string;
+  amount: number;
+  category: string;
+  date: string | RecurConfig;
+  notes: string;
+  payee: string;
+  payee_name: string;
+  imported_payee: string;
+  saved: string;
+  transfer: boolean;
+  parent: boolean;
+  cleared: boolean;
+  reconciled: boolean;
+};
+
+type BaseConditionEntity<
+  Field extends keyof FieldValueTypes,
+  Op extends RuleConditionOp,
+> = {
+  field: Field;
+  op: Op;
+  value: Op extends 'oneOf' | 'notOneOf'
+    ? Array<FieldValueTypes[Field]>
+    : Op extends 'isbetween'
+      ? { num1: number; num2: number }
+      : FieldValueTypes[Field];
+  options?: {
+    inflow?: boolean;
+    outflow?: boolean;
+    month?: boolean;
+    year?: boolean;
+  };
+  conditionsOp?: string;
+  type?: 'id' | 'boolean' | 'date' | 'number' | 'string';
+  customName?: string;
+  queryFilter?: Record<string, { $oneof: string[] }>;
+};
+
+export type RuleConditionEntity =
+  | BaseConditionEntity<
+      'account',
+      | 'is'
+      | 'isNot'
+      | 'oneOf'
+      | 'notOneOf'
+      | 'contains'
+      | 'doesNotContain'
+      | 'matches'
+      | 'onBudget'
+      | 'offBudget'
+    >
+  | BaseConditionEntity<
+      'category',
+      | 'is'
+      | 'isNot'
+      | 'oneOf'
+      | 'notOneOf'
+      | 'contains'
+      | 'doesNotContain'
+      | 'matches'
+    >
+  | BaseConditionEntity<
+      'amount',
+      'is' | 'isapprox' | 'isbetween' | 'gt' | 'gte' | 'lt' | 'lte'
+    >
+  | BaseConditionEntity<
+      'date',
+      'is' | 'isapprox' | 'isbetween' | 'gt' | 'gte' | 'lt' | 'lte'
+    >
+  | BaseConditionEntity<
+      'notes',
+      | 'is'
+      | 'isNot'
+      | 'oneOf'
+      | 'notOneOf'
+      | 'contains'
+      | 'doesNotContain'
+      | 'matches'
+      | 'hasTags'
+    >
+  | BaseConditionEntity<
+      'payee',
+      | 'is'
+      | 'isNot'
+      | 'oneOf'
+      | 'notOneOf'
+      | 'contains'
+      | 'doesNotContain'
+      | 'matches'
+    >
+  | BaseConditionEntity<
+      'imported_payee',
+      | 'is'
+      | 'isNot'
+      | 'oneOf'
+      | 'notOneOf'
+      | 'contains'
+      | 'doesNotContain'
+      | 'matches'
+    >
+  | BaseConditionEntity<'saved', 'is'>
+  | BaseConditionEntity<'cleared', 'is'>
+  | BaseConditionEntity<'reconciled', 'is'>;
+
+export type RuleActionEntity =
+  | SetRuleActionEntity
+  | SetSplitAmountRuleActionEntity
+  | LinkScheduleRuleActionEntity
+  | PrependNoteRuleActionEntity
+  | AppendNoteRuleActionEntity;
+
+export interface SetRuleActionEntity {
+  field: string;
+  op: 'set';
+  value: unknown;
+  options?: {
+    template?: string;
+    splitIndex?: number;
+  };
+  type?: string;
+}
+
+export interface SetSplitAmountRuleActionEntity {
+  op: 'set-split-amount';
+  value: number;
+  options?: {
+    splitIndex?: number;
+    method: 'fixed-amount' | 'fixed-percent' | 'remainder';
+  };
+}
+
+export interface LinkScheduleRuleActionEntity {
+  op: 'link-schedule';
+  value: unknown; // Changed from ScheduleEntity to avoid circular dependency
+}
+
+export interface PrependNoteRuleActionEntity {
+  op: 'prepend-notes';
+  value: string;
+}
+
+export interface AppendNoteRuleActionEntity {
+  op: 'append-notes';
+  value: string;
+}

packages/plugins-core/src/types/models/schedule.ts

@@ -0,0 +1,49 @@
+import type { AccountEntity } from './account';
+import type { PayeeEntity } from './payee';
+import type { RuleConditionEntity, RuleEntity } from './rule';
+
+export interface RecurPattern {
+  value: number;
+  type: 'SU' | 'MO' | 'TU' | 'WE' | 'TH' | 'FR' | 'SA' | 'day';
+}
+
+export interface RecurConfig {
+  frequency: 'daily' | 'weekly' | 'monthly' | 'yearly';
+  interval?: number;
+  patterns?: RecurPattern[];
+  skipWeekend?: boolean;
+  start: string;
+  endMode: 'never' | 'after_n_occurrences' | 'on_date';
+  endOccurrences?: number;
+  endDate?: string;
+  weekendSolveMode?: 'before' | 'after';
+}
+
+export interface ScheduleEntity {
+  id: string;
+  name?: string;
+  rule: RuleEntity['id'];
+  next_date: string;
+  completed: boolean;
+  posts_transaction: boolean;
+  tombstone: boolean;
+
+  // These are special fields that are actually pulled from the
+  // underlying rule
+  _payee: PayeeEntity['id'];
+  _account: AccountEntity['id'];
+  _amount: number | { num1: number; num2: number };
+  _amountOp: string;
+  _date: RecurConfig;
+  _conditions: RuleConditionEntity[];
+  _actions: Array<{ op: unknown }>;
+}
+
+export type DiscoverScheduleEntity = {
+  id: ScheduleEntity['id'];
+  account: AccountEntity['id'];
+  payee: PayeeEntity['id'];
+  date: ScheduleEntity['_date'];
+  amount: ScheduleEntity['_amount'];
+  _conditions: ScheduleEntity['_conditions'];
+};

packages/plugins-core/src/types/plugin-files.ts

@@ -0,0 +1,18 @@
+/**
+ * Plugin File Types
+ *
+ * Types for plugin file operations and storage.
+ */
+
+/**
+ * Represents a single file within a plugin package
+ */
+export interface PluginFile {
+  name: string;
+  content: string;
+}
+
+/**
+ * Collection of files that make up a plugin
+ */
+export type PluginFileCollection = PluginFile[];

packages/plugins-core/src/types/toolkit.ts

@@ -0,0 +1,7 @@
+export type ActualPluginToolkitFunctions = {
+  pushModal: (modalName: string, options?: unknown) => void;
+};
+
+export type ActualPluginToolkit = {
+  functions: ActualPluginToolkitFunctions;
+};

packages/plugins-core/src/types/util.ts

@@ -0,0 +1,5 @@
+/**
+ * Utility types for plugins-core
+ */
+
+export type WithRequired<T, K extends keyof T> = T & Required<Pick<T, K>>;

packages/plugins-core/src/utils.ts

@@ -0,0 +1,30 @@
+import { useState, useEffect } from 'react';
+
+import { PluginSpreadsheet } from './types/actualPlugin';
+
+/**
+ * React hook that fetches and returns report data for a plugin spreadsheet.
+ *
+ * Calls the provided async `getData` function with the spreadsheet and a setter;
+ * the setter updates the returned results when data becomes available.
+ *
+ * @param sheetName - Identifier for the sheet (kept for API compatibility; not used by the hook).
+ * @param getData - Async function that receives the spreadsheet and a `setData` callback to supply results.
+ * @returns The most recent results of type `T`, or `null` if no results have been set yet.
+ */
+export function useReport<T>(
+  sheetName: string,
+  getData: (
+    spreadsheet: PluginSpreadsheet,
+    setData: (results: T) => void,
+  ) => Promise<void>,
+  spreadsheet: PluginSpreadsheet,
+): T | null {
+  const [results, setResults] = useState<T | null>(null);
+
+  useEffect(() => {
+    getData(spreadsheet, results => setResults(results));
+  }, [getData, spreadsheet]);
+
+  return results;
+}

packages/plugins-core/tsconfig.json

@@ -0,0 +1,13 @@
+{
+  "extends": "../../tsconfig.json",
+  "compilerOptions": {
+    "declaration": true,
+    "declarationMap": true,
+    "emitDeclarationOnly": true,
+    "outDir": "dist",
+    "jsx": "react-jsx",
+    "module": "esnext",
+    "moduleResolution": "bundler"
+  },
+  "include": ["src"]
+}

packages/plugins-core/vite.config.mts

@@ -0,0 +1,39 @@
+import { defineConfig } from 'vite';
+import dts from 'vite-plugin-dts';
+
+export default defineConfig({
+  build: {
+    outDir: 'build',
+    lib: {
+      entry: {
+        index: 'src/index.ts',
+        server: 'src/server.ts',
+        client: 'src/client.ts',
+      },
+      name: '@actual-app/plugins-core',
+      fileName: (format, entryName) =>
+        format === 'es' ? `${entryName}.js` : `${entryName}.cjs`,
+      formats: ['es', 'cjs'],
+    },
+    rollupOptions: {
+      external: ['react', 'react-dom', 'i18next'],
+      output: {
+        globals: {
+          react: 'React',
+          'react-dom': 'ReactDOM',
+          i18next: 'i18next',
+        },
+      },
+    },
+  },
+  plugins: [
+    dts({
+      insertTypesEntry: true,
+      outDir: 'build',
+      include: ['src/**/*'],
+      exclude: ['src/**/*.test.ts', 'src/**/*.test.tsx'],
+      rollupTypes: false,
+      copyDtsFiles: false,
+    }),
+  ],
+});

packages/sync-server/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@actual-app/sync-server",
-  "version": "25.10.0",
+  "version": "25.9.0",
   "license": "MIT",
   "description": "actual syncing server",
   "bin": {

packages/sync-server/src/app-simplefin/app-simplefin.js

@@ -162,8 +162,8 @@ function getAccountResponse(results, accountId, startDate) {
     return;
   }
 
-  const needsAttention = results.sferrors.find(e =>
-    e.startsWith(`Connection to ${account.org.name} may need attention`),
+  const needsAttention = results.sferrors.find(
+    e => e === `Connection to ${account.org.name} may need attention`,
   );
   if (needsAttention) {
     logAccountError(results, accountId, {

packages/sync-server/src/load-config.js

@@ -35,28 +35,7 @@ convict.addFormat({
   validate(val) {
     if (val === 'never' || val === 'openid-provider') return;
     if (typeof val === 'number' && Number.isFinite(val) && val >= 0) return;
-
-    // Handle string values that can be converted to numbers (from env vars)
-    if (typeof val === 'string') {
-      const numVal = Number(val);
-      if (Number.isFinite(numVal) && numVal >= 0) return;
-    }
-
-    throw new Error(
-      `Invalid token_expiration value: ${val}: value was "${val}"`,
-    );
-  },
-  coerce(val) {
-    if (val === 'never' || val === 'openid-provider') return val;
-    if (typeof val === 'number') return val;
-
-    // Convert string values to numbers for environment variables
-    if (typeof val === 'string') {
-      const numVal = Number(val);
-      if (Number.isFinite(numVal) && numVal >= 0) return numVal;
-    }
-
-    return val; // Let validate() handle invalid values
+    throw new Error(`Invalid token_expiration value: ${val}`);
   },
 });
 

packages/sync-server/src/load-config.test.js

@@ -1,112 +0,0 @@
-import convict from 'convict';
-import { describe, it, expect, beforeEach, afterEach } from 'vitest';
-
-// Import the custom format
-import './load-config.js';
-
-describe('tokenExpiration format', () => {
-  let originalEnv;
-
-  beforeEach(() => {
-    originalEnv = { ...process.env };
-  });
-
-  afterEach(() => {
-    process.env = originalEnv;
-  });
-
-  it('should accept string numbers from environment variables', () => {
-    // Test string number
-    process.env.TEST_TOKEN_EXPIRATION = '86400';
-    const testSchema = convict({
-      token_expiration: {
-        format: 'tokenExpiration',
-        default: 'never',
-        env: 'TEST_TOKEN_EXPIRATION',
-      },
-    });
-    expect(() => testSchema.validate()).not.toThrow();
-    expect(testSchema.get('token_expiration')).toBe(86400);
-    expect(typeof testSchema.get('token_expiration')).toBe('number');
-  });
-
-  it('should accept different string numbers', () => {
-    const testSchema = convict({
-      token_expiration: {
-        format: 'tokenExpiration',
-        default: 'never',
-        env: 'TEST_TOKEN_EXPIRATION',
-      },
-    });
-
-    // Test different string numbers
-    const testCases = ['3600', '7200', '0'];
-
-    for (const testValue of testCases) {
-      process.env.TEST_TOKEN_EXPIRATION = testValue;
-      testSchema.load({});
-      expect(() => testSchema.validate()).not.toThrow();
-      expect(testSchema.get('token_expiration')).toBe(Number(testValue));
-      expect(typeof testSchema.get('token_expiration')).toBe('number');
-    }
-  });
-
-  it('should accept special string values', () => {
-    const testSchema = convict({
-      token_expiration: {
-        format: 'tokenExpiration',
-        default: 'never',
-        env: 'TEST_TOKEN_EXPIRATION',
-      },
-    });
-
-    // Test 'never' value
-    process.env.TEST_TOKEN_EXPIRATION = 'never';
-    testSchema.load({});
-    expect(() => testSchema.validate()).not.toThrow();
-    expect(testSchema.get('token_expiration')).toBe('never');
-
-    // Test 'openid-provider' value
-    process.env.TEST_TOKEN_EXPIRATION = 'openid-provider';
-    testSchema.load({});
-    expect(() => testSchema.validate()).not.toThrow();
-    expect(testSchema.get('token_expiration')).toBe('openid-provider');
-  });
-
-  it('should accept numeric values directly', () => {
-    const testSchema = convict({
-      token_expiration: {
-        format: 'tokenExpiration',
-        default: 'never',
-      },
-    });
-
-    testSchema.set('token_expiration', 86400);
-    expect(() => testSchema.validate()).not.toThrow();
-    expect(testSchema.get('token_expiration')).toBe(86400);
-  });
-
-  it('should reject invalid string values', () => {
-    const testSchema = convict({
-      token_expiration: {
-        format: 'tokenExpiration',
-        default: 'never',
-        env: 'TEST_TOKEN_EXPIRATION',
-      },
-    });
-
-    // Test invalid string
-    process.env.TEST_TOKEN_EXPIRATION = 'invalid';
-    testSchema.load({});
-    expect(() => testSchema.validate()).toThrow(
-      /Invalid token_expiration value/,
-    );
-
-    // Test negative number as string
-    process.env.TEST_TOKEN_EXPIRATION = '-100';
-    testSchema.load({});
-    expect(() => testSchema.validate()).toThrow(
-      /Invalid token_expiration value/,
-    );
-  });
-});

tsconfig.json

@@ -32,6 +32,15 @@
     "paths": {
       // TEMPORARY: Until we can fix the "exports" in the loot-core package.json
       "loot-core/*": ["./packages/loot-core/src/*"],
+      "plugins-core/*": ["./packages/plugins-core/src/*"],
+      "@actual-app/plugins-core": ["./packages/plugins-core/src/index.ts"],
+      "@actual-app/plugins-core/server": [
+        "./packages/plugins-core/src/server.ts"
+      ],
+      "@actual-app/plugins-core/client": [
+        "./packages/plugins-core/src/client.ts"
+      ],
+      "@actual-app/plugins-core/*": ["./packages/plugins-core/src/*"],
       "@desktop-client/*": ["./packages/desktop-client/src/*"],
       "@desktop-client/e2e/*": ["./packages/desktop-client/e2e/*"]
     },
@@ -52,7 +61,8 @@
     "**/dist/*",
     "**/lib-dist/*",
     "**/test-results/*",
-    "**/playwright-report/*"
+    "**/playwright-report/*",
+    "packages/test-plugin/*"
   ],
   "ts-node": {
     "compilerOptions": {

upcoming-release-notes/5037.md

@@ -0,0 +1,6 @@
+---
+category: Features
+authors: [passabilities]
+---
+
+Adds net worth graph for each account page.

upcoming-release-notes/5414.md

@@ -0,0 +1,6 @@
+---
+category: Bugfix
+authors: [Triscal]
+---
+
+Improved the handling of schedules that have the same payee, amount, account, and date when posted by the schedule automatically or manually via the previews.

upcoming-release-notes/5562.md

@@ -0,0 +1,6 @@
+---
+category: Enhancements
+authors: [joel-jeremy]
+---
+
+Implement react compiler to take advantage of some performance improvements

upcoming-release-notes/5572.md

@@ -0,0 +1,6 @@
+---
+category: Bugfix
+authors: [e13h]
+---
+
+Remove auto-scrolling behavior when editing split transactions on mobile

upcoming-release-notes/5584.md

@@ -0,0 +1,6 @@
+---
+category: Enhancements
+authors: [karimkodera]
+---
+
+Introduction of APIs to handle Schedule + a bit more. Refer to updated API documentation PR2811 on documentation.

upcoming-release-notes/5610.md

@@ -0,0 +1,6 @@
+---
+category: Enhancements
+authors: [joel-jeremy]
+---
+
+Re-design mobile accounts page to better match the transactions and budget tables/list + add all accounts page

upcoming-release-notes/5622.md

@@ -0,0 +1,6 @@
+---
+category: Bugfix
+authors: [itsbekas]
+---
+
+Fix range calculator on the MonthPicker component

upcoming-release-notes/5624.md

@@ -0,0 +1,6 @@
+---
+category: Features
+authors: [jfdoming]
+---
+
+Add tools to migrate/un-migrate to/from UI automations

upcoming-release-notes/5648.md

@@ -0,0 +1,7 @@
+---
+category: Maintenance
+authors: [MatissJanis]
+---
+
+Add issue types for bug reports and feature requests in GitHub issue templates.
+

upcoming-release-notes/5649.md

@@ -0,0 +1,6 @@
+---
+category: Enhancements
+authors: [MatissJanis]
+---
+
+Add error boundary for modal windows

upcoming-release-notes/5653.md

@@ -0,0 +1,6 @@
+---
+category: Features
+authors: [misu-dev]
+---
+
+Add BRL, JMD, RSD, RUB, THB and UAH currencies

upcoming-release-notes/5662.md

@@ -0,0 +1,6 @@
+---
+category: Maintenance
+authors: [jfdoming]
+---
+
+Fix version bump logic to work if the month has rolled over

upcoming-release-notes/5676.md

@@ -0,0 +1,6 @@
+---
+category: Enhancements
+authors: [michaelsanford]
+---
+
+Add NO_COLOR standard environment flag to sync-server logging (https://no-color.org/).

upcoming-release-notes/5684.md

@@ -0,0 +1,6 @@
+---
+category: Maintenance
+authors: [joel-jeremy]
+---
+
+Remove usage of a raw variable in Account component 

upcoming-release-notes/5685.md

@@ -0,0 +1,6 @@
+---
+category: Maintenance
+authors: [joel-jeremy]
+---
+
+Remove usage of a raw variable in AccountAutocomplete component

upcoming-release-notes/5686.md

@@ -0,0 +1,6 @@
+---
+category: Maintenance
+authors: [joel-jeremy]
+---
+
+Remove usage of a raw variable in CategoryAutocomplete component

upcoming-release-notes/5687.md

@@ -0,0 +1,6 @@
+---
+category: Maintenance
+authors: [joel-jeremy]
+---
+
+Remove usage of a raw variable in PayeeAutocomplete component

upcoming-release-notes/5688.md

@@ -0,0 +1,6 @@
+---
+category: Enhancements
+authors: [biolan]
+---
+
+Add Romanian and Moldovan Leu currencies

upcoming-release-notes/5690.md

@@ -0,0 +1,6 @@
+---
+category: Maintenance
+authors: [joel-jeremy]
+---
+
+Optimize usage of useScrollListener and useTransactionsSearch

upcoming-release-notes/5695.md

@@ -0,0 +1,6 @@
+---
+category: Maintenance
+authors: [MikesGlitch]
+---
+
+Fix local dockerfile build memory allocation

upcoming-release-notes/5696.md

@@ -0,0 +1,6 @@
+---
+category: Bugfix
+authors: [Nalin-Gupta]
+---
+
+Fix issue where marking existing transactions as transfer switches the date and notes of the two transactions

upcoming-release-notes/5698.md

@@ -0,0 +1,6 @@
+---
+category: Enhancements
+authors: [xshalan]
+---
+
+Added support for Egyptian Pound (EGP) and Saudi Riyal (SAR) currencies.

upcoming-release-notes/5706.md

@@ -0,0 +1,6 @@
+---
+category: Bugfix
+authors: [mauroartizzu]
+---
+
+Fixes detailedAccounts that might me null or undefined with some Italian Banks (Widiba, Poste, Intesa)

upcoming-release-notes/5707.md

@@ -0,0 +1,6 @@
+---
+category: Maintenance
+authors: [matt-fidd]
+---
+
+Bump vite from 6.3.5 to 6.3.6

upcoming-release-notes/5711.md

@@ -0,0 +1,6 @@
+---
+category: Enhancements
+authors: [youngcw]
+---
+
+Add bank sync option to only import account balance

upcoming-release-notes/5713.md

@@ -0,0 +1,6 @@
+---
+category: Maintenance
+authors: [MikesGlitch]
+---
+
+Update Electron to the latest stable version

upcoming-release-notes/5714.md

@@ -0,0 +1,6 @@
+---
+category: Maintenance
+authors: [matt-fidd]
+---
+
+Remove `BANKS_WITH_LIMITED_HISTORY` override array for GoCardless

upcoming-release-notes/5718.md

@@ -0,0 +1,6 @@
+---
+category: Maintenance
+authors: [joel-jeremy]
+---
+
+Remove usage of raw variables in renders

upcoming-release-notes/5725.md

@@ -0,0 +1,6 @@
+---
+category: Features
+authors: [MikesGlitch]
+---
+
+Add a setting to disable update notifications

upcoming-release-notes/5733.md

@@ -0,0 +1,6 @@
+---
+category: Enhancements
+authors: [MatissJanis]
+---
+
+Mobile: open recurring schedule picker in modal

upcoming-release-notes/5734.md

@@ -0,0 +1,6 @@
+---
+category: Bugfix
+authors: [jgeneaguilar]
+---
+
+Change account menu popover width to minWidth to accommodate different text lengths when switching languages

upcoming-release-notes/5735.md

@@ -0,0 +1,6 @@
+---
+category: Bugfix
+authors: [mgibson-scottlogic]
+---
+
+Exclude hidden categories from "Copy last month's budget" when copying whole month

upcoming-release-notes/5736.md

@@ -0,0 +1,6 @@
+---
+category: Bugfix
+authors: [milanalexandre]
+---
+
+Force the display of the 'Schedules transaction' badge on a single line