actual/AGENTS.md

AGENTS.md - Guide for AI Agents Working with Actual Budget

This guide provides comprehensive information for AI agents (like Cursor) working with the Actual Budget codebase.

Project Overview

Actual Budget is a local-first personal finance tool written in TypeScript/JavaScript. It's 100% free and open-source with synchronization capabilities across devices.

• Repository: https://github.com/actualbudget/actual
• Community Docs: Documentation is part of the monorepo at packages/docs/. Published at https://actualbudget.org/docs
• License: MIT
• Primary Language: TypeScript (with React)
• Build System: Yarn 4 workspaces (monorepo)

Quick Start Commands

Essential Commands (Run from Root)

# Type checking (ALWAYS run before committing)
yarn typecheck

# Linting and formatting (with auto-fix)
yarn lint:fix

# Run all tests
yarn test

# Start development server (browser)
yarn start

# Start with sync server
yarn start:server-dev

# Start desktop app development
yarn start:desktop

Important Rules

• ALWAYS run yarn commands from the root directory - never run them in child workspaces
• Use yarn workspace <workspace-name> run <command> for workspace-specific tasks
• Tests run once and exit by default (using vitest --run)

⚠️ PR titles must start with [AI]

Every pull request title must be prefixed with [AI] — you have to apply it yourself. See PR and Commit Rules.

Task Orchestration with Lage

The project uses lage (a task runner for JavaScript monorepos) to efficiently run tests and other tasks across multiple workspaces:

• Parallel execution: Runs tests in parallel across workspaces for faster feedback
• Smart caching: Caches test results to skip unchanged packages (cached in .lage/ directory)
• Dependency awareness: Understands workspace dependencies and execution order
• Continues on error: Uses --continue flag to run all packages even if one fails

Lage Commands:

# Run all tests across all packages
yarn test                    # Equivalent to: lage test --continue

# Run tests without cache (for debugging/CI)
yarn test:debug              # Equivalent to: lage test --no-cache --continue

Configuration is in lage.config.js at the project root.

Architecture & Package Structure

Core Packages

1. loot-core (packages/loot-core/)

The core application logic that runs on any platform.

• Business logic, database operations, and calculations

• Platform-agnostic code

• Exports for both browser and node environments

• Test commands:

  # Run all loot-core tests
  yarn workspace @actual-app/core run test
  
  # Or run tests across all packages using lage
  yarn test
  

2. desktop-client (packages/desktop-client/ - aliased as @actual-app/web)

The React-based UI for web and desktop.

• React components using functional programming patterns

• E2E tests using Playwright

• Vite for bundling

• Commands:

  # Development
  yarn workspace @actual-app/web start:browser
  
  # Build
  yarn workspace @actual-app/web build
  
  # E2E tests
  yarn workspace @actual-app/web e2e
  
  # Visual regression tests
  yarn workspace @actual-app/web vrt
  

3. desktop-electron (packages/desktop-electron/)

Electron wrapper for the desktop application.

• Window management and native OS integration
• E2E tests for Electron-specific features

4. api (packages/api/ - aliased as @actual-app/api)

Public API for programmatic access to Actual.

• Node.js API

• Designed for integrations and automation

• Commands:

  # Build
  yarn workspace @actual-app/api build
  
  # Run tests
  yarn workspace @actual-app/api test
  
  # Or use lage to run all tests
  yarn test
  

5. sync-server (packages/sync-server/ - aliased as @actual-app/sync-server)

Synchronization server for multi-device support.

• Express-based server
• Currently transitioning to TypeScript (mostly JavaScript)
• Commands:

  yarn workspace @actual-app/sync-server start
  

6. component-library (packages/component-library/ - aliased as @actual-app/components)

Reusable React UI components.

• Shared components like Button, Input, Menu, etc.
• Theme system and design tokens
• Icons (375+ icons in SVG/TSX format)

7. crdt (packages/crdt/ - aliased as @actual-app/crdt)

CRDT (Conflict-free Replicated Data Type) implementation for data synchronization.

• Protocol buffers for serialization
• Core sync logic

8. plugins-service (packages/plugins-service/)

Service for handling plugins/extensions.

9. eslint-plugin-actual (packages/eslint-plugin-actual/)

Custom ESLint rules specific to Actual.

• no-untranslated-strings: Enforces i18n usage
• prefer-trans-over-t: Prefers Trans component over t() function
• prefer-logger-over-console: Enforces using logger instead of console in packages/loot-core/
• typography: Typography rules
• prefer-if-statement: Prefers explicit if statements

10. docs (packages/docs/)

Documentation website built with Docusaurus.

• Documentation is part of the monorepo
• Built with Docusaurus 3
• Commands:

  yarn workspace docs start
  yarn workspace docs build
  yarn start:docs  # From root
  

Development Workflow

1. Making Changes

When implementing changes:

1. Read relevant files to understand current implementation
2. Make focused, incremental changes

2. Testing Strategy

Unit Tests (Vitest)

The project uses lage for running tests across all workspaces efficiently.

# Run all tests across all packages (using lage)
yarn test

# Run tests without cache (for debugging)
yarn test:debug

# Run tests for a specific package
yarn workspace @actual-app/core run test

E2E Tests (Playwright)

# Run E2E tests for web
yarn e2e

# Desktop Electron E2E (includes full build)
yarn e2e:desktop

# Visual regression tests
yarn vrt

# Visual regression in Docker (consistent environment)
yarn vrt:docker

# Run E2E tests for a specific package
yarn workspace @actual-app/web e2e

Testing Best Practices:

• Minimize mocked dependencies - prefer real implementations
• Use descriptive test names
• Vitest globals are available: describe, it, expect, beforeEach, etc.
• For sync-server tests, globals are explicitly defined in config

3. Type Checking

TypeScript configuration uses:

• Incremental compilation
• Strict type checking with typescript-strict-plugin. New files must be type-strict — don't add // @ts-strict-ignore to a new file (existing files are grandfathered).
• Platform-specific exports in loot-core (node vs browser)

4. Internationalization (i18n)

Use the Trans component (and translated strings) for user-facing text. Regenerate i18n files with yarn generate:i18n.

5. Financial Number Typography

Wrap standalone financial numbers with FinancialText (or styles.tnum where wrapping isn't possible).

Code Style & Conventions

TypeScript Guidelines

Type Usage:

• Use TypeScript for all code; look for existing type definitions before adding new ones
• Prefer satisfies over type assertions (as, !) for narrowing

Naming:

• Use descriptive variable names with auxiliary verbs (e.g., isLoaded, hasError)

Code Structure:

• Functional and declarative programming patterns - avoid classes
• Use the function keyword for pure functions
• Prefer iteration and modularization over code duplication
• Structure files: exported component/page, helpers, static content, types
• Create new components in their own files

React Patterns:

• The project uses React Compiler (babel-plugin-react-compiler) in the desktop-client. The compiler auto-memoizes component bodies, so you can omit manual useCallback, useMemo, and React.memo when adding or refactoring code; prefer inline callbacks and values unless a stable identity is required by a non-compiled dependency.
• Avoid unstable nested components

JSX Style:

• Declarative JSX, minimal and readable
• Avoid unnecessary curly braces in conditionals
• Use concise syntax for simple statements
• Prefer explicit expressions (condition && <Component />)

Platform-Specific Code

• Use conditional exports in loot-core for platform-specific code; platform resolution happens at build time via package.json exports. Don't directly import another platform's modules (.api, .electron).

For commit and PR rules, see PR and Commit Rules.

File Structure Patterns

Typical Component File

import { type ComponentType } from 'react';
// ... other imports

type MyComponentProps = {
  // Props definition
};

export function MyComponent({ prop1, prop2 }: MyComponentProps) {
  // Component logic
  return (
    // JSX
  );
}

Test File

import { describe, it, expect, beforeEach } from 'vitest';
// ... imports

describe('ComponentName', () => {
  it('should behave as expected', () => {
    // Test logic
    expect(result).toBe(expected);
  });
});

Important Directories & Files

Configuration Files

• /package.json - Root workspace configuration, scripts
• /lage.config.js - Lage task runner configuration
• /.oxlintrc.json - Lint rules (oxlint); /.oxfmtrc.json - formatting (oxfmt)
• /.nano-staged.json - pre-commit format/lint config (run via Husky)
• /.claude/settings.json, /.codex/config.toml, /.cursor/hooks.json - agent hook wiring; shared scripts live in /scripts/agent-hooks/
• /tsconfig.json - Root TypeScript configuration
• /.cursorignore, /.gitignore - Ignored files
• /yarn.lock - Dependency lockfile (Yarn 4)

Documentation

• /README.md - Project overview
• /CONTRIBUTING.md - Points to community docs
• /upcoming-release-notes/ - Release notes for next version. Name each file with a short, descriptive slug (e.g. add-payee-autocomplete.md) — the PR link is resolved automatically at release time, so you don't need the PR number. Numeric filenames like 1234.md also remain valid. See the release-note template and rules in packages/docs/docs/contributing/index.md.
• /CODEOWNERS - Code ownership definitions
• /packages/docs/ - Documentation website (Docusaurus)

Build Artifacts (Don't Edit)

• packages/*/lib-dist/ - Built output
• packages/*/dist/ - Built output
• packages/*/build/ - Built output
• packages/desktop-client/playwright-report/ - Test reports
• packages/desktop-client/test-results/ - Test results
• .lage/ - Lage task runner cache (improves test performance)

Key Source Directories

• packages/loot-core/src/client/ - Client-side core logic
• packages/loot-core/src/server/ - Server-side core logic
• packages/loot-core/src/shared/ - Shared utilities
• packages/loot-core/src/types/ - Type definitions
• packages/desktop-client/src/components/ - React components
• packages/desktop-client/src/hooks/ - Custom React hooks
• packages/desktop-client/e2e/ - End-to-end tests
• packages/component-library/src/ - Reusable components
• packages/component-library/src/icons/ - Icon components (auto-generated, don't edit)
• packages/docs/docs/ - Documentation source files (Markdown)
• packages/docs/docs/contributing/ - Developer documentation

Common Development Tasks

Running Specific Tests

# Run all tests across all packages (recommended)
yarn test

# E2E test for a specific file
yarn workspace @actual-app/web run playwright test accounts.test.ts --browser=chromium

Building for Production

# Browser build
yarn build:browser

# Desktop build
yarn build:desktop

# API build
yarn build:api

# Sync server build
yarn build:server

Type Checking Specific Packages

TypeScript uses project references. Run yarn typecheck from root to check all packages.

Debugging Tests

# Run tests in debug mode (without parallelization)
yarn test:debug

# Run specific E2E test with headed browser
yarn workspace @actual-app/web run playwright test --headed --debug accounts.test.ts

Working with Icons

Icons in packages/component-library/src/icons/ are auto-generated. Don't manually edit them.

Troubleshooting

Type Errors

1. Run yarn typecheck to see all type errors
2. Check if types are imported correctly
3. Look for existing type definitions in packages/loot-core/src/types/
4. Use satisfies instead of as for type narrowing

Linter Errors

Run yarn lint to check. All rules — including the custom actual/* rules (no-untranslated-strings, prefer-trans-over-t, prefer-logger-over-console, typography, …) — are defined in .oxlintrc.json.

Test Failures

1. Check if test is running in correct environment (node vs web)
2. For Vitest: check vitest.config.ts or vitest.web.config.ts
3. For Playwright: check playwright.config.ts
4. Ensure mock minimization - prefer real implementations
5. Lage cache issues: Clear cache with rm -rf .lage if tests behave unexpectedly
6. Tests continue on error: With --continue flag, all packages run even if one fails

Import Resolution Issues

1. Check tsconfig.json for path mappings
2. Check package.json exports field (especially for loot-core)
3. Verify platform-specific imports (.electron, .api)
4. Use absolute imports in desktop-client

Build Failures

1. Clean build artifacts: rm -rf packages/*/dist packages/*/lib-dist packages/*/build
2. Reinstall dependencies: yarn install
3. Check Node.js version (requires >=22)
4. Check Yarn version (requires ^4.9.1)

Testing Patterns

Unit Tests

• Located alongside source files or in __tests__ directories
• Use .test.ts, .test.tsx, .spec.js extensions
• Vitest is the test runner
• Minimize mocking - prefer real implementations

E2E Tests

• Located in packages/desktop-client/e2e/
• Use Playwright test runner
• Visual regression snapshots in *-snapshots/ directories
• Page models in e2e/page-models/ for reusable page interactions
• Mobile tests have .mobile.test.ts suffix

Visual Regression Tests (VRT)

• Snapshots stored per test file in *-snapshots/ directories
• Use Docker for consistent environment: yarn vrt:docker

Additional Resources

• Community Documentation: https://actualbudget.org/docs/contributing/
• Discord Community: https://discord.gg/pRYNYr4W5A
• GitHub Issues: https://github.com/actualbudget/actual/issues
• Feature Requests: Label "needs votes" sorted by reactions

Code Quality Checklist

Before committing changes, ensure:

• Commit and PR rules followed (see PR and Commit Rules)
• Platform-specific code uses proper exports

Pull Request Guidelines

See PR and Commit Rules for complete PR creation rules, including title prefix requirements, labeling, the GitHub comment/review/issue 🤖 prefix, and PR template handling.

Code Review Guidelines

When performing code reviews (especially for LLM agents): see CODE_REVIEW_GUIDELINES.md for specific guidelines.

Performance Considerations

• Bundle Size: Check with rollup-plugin-visualizer
• Type Checking: Uses incremental compilation
• Testing: Tests run in parallel by default
• Linting: ESLint caches results for faster subsequent runs

Workspace Commands Reference

# List all workspaces
yarn workspaces list

# Run command in specific workspace
yarn workspace <workspace-name> run <command>

# Run command in all workspaces
yarn workspaces foreach --all run <command>

# Install production dependencies only (for server deployment)
yarn install:server

Environment Requirements

• Node.js: >=22
• Yarn: ^4.9.1 (managed by packageManager field)
• Browser Targets: Electron >= 35.0, modern browsers (see browserslist)

Migration Notes

The codebase is actively being migrated:

• JavaScript → TypeScript: sync-server is in progress
• Classes → Functions: Prefer functional patterns
• React.* → Named Imports: Legacy React.* patterns being removed

When working with older code, follow the newer patterns described in this guide.

Cursor Cloud specific instructions

Services overview

Service	Command	Port	Required
Web Frontend (Vite)	yarn start	3001	Yes
Sync Server	yarn start:server-dev	5006	Optional (sync features only)

All storage is SQLite (file-based via better-sqlite3). No external databases or services are needed.

Running the app

• yarn start builds the plugins-service worker, loot-core browser backend, and starts the Vite dev server on port 3001.
• yarn start:server-dev starts both the sync server (port 5006) and the web frontend together.
• The Vite HMR dev server serves many unbundled modules. In constrained environments, the browser may hit ERR_INSUFFICIENT_RESOURCES. If that happens, use yarn build:browser followed by serving the built output from packages/desktop-client/build/ with proper COOP/COEP headers (Cross-Origin-Opener-Policy: same-origin, Cross-Origin-Embedder-Policy: require-corp).

Lint, test, typecheck

Standard commands documented in package.json scripts and the Quick Start section above:

• yarn lint / yarn lint:fix (uses oxlint + oxfmt)
• yarn test (lage across all workspaces)
• yarn typecheck (tsgo + lage typecheck)

Testing and previewing the app

When running the app for manual testing or demos, use "View demo" on the initial setup screen (after selecting "Don't use a server"). This creates a test budget pre-populated with realistic sample data (accounts, transactions, categories, and budgeted amounts), which is far more useful than starting with an empty budget.

Gotchas

• The engines field requires Node.js >=22 and Yarn ^4.9.1. The .nvmrc specifies v22/*.
• Pre-commit hook runs nano-staged (oxfmt + oxlint, configured in .nano-staged.json) via Husky. Run yarn prepare once after install to set up hooks.
• Lage caches test results in .lage/. If tests behave unexpectedly, clear with rm -rf .lage.
• Native modules (better-sqlite3, bcrypt) require build tools (gcc, make, python3). These are pre-installed in the Cloud VM.
• All yarn commands must be run from the repository root, never from child workspaces.