@actual-app/api 24.11.0 → 24.12.0

package/@types/loot-core/client/state-types/queries.d.ts

@@ -1,12 +1,12 @@
 import type { Handlers } from '../../types/handlers';
-import { type AccountEntity } from '../../types/models';
+import { type TransactionEntity, type AccountEntity } from '../../types/models';
 import type * as constants from '../constants';
 
 export type QueriesState = {
-  newTransactions: string[];
-  matchedTransactions: string[];
-  lastTransaction: unknown | null;
-  updatedAccounts: string[];
+  newTransactions: Array<TransactionEntity['id']>;
+  matchedTransactions: Array<TransactionEntity['id']>;
+  lastTransaction: TransactionEntity | null;
+  updatedAccounts: Array<AccountEntity['id']>;
   accounts: AccountEntity[];
   accountsLoaded: boolean;
   categories: Awaited<ReturnType<Handlers['get-categories']>>;
@@ -15,14 +15,13 @@ export type QueriesState = {
   commonPayees: Awaited<ReturnType<Handlers['common-payees-get']>>;
   payees: Awaited<ReturnType<Handlers['payees-get']>>;
   payeesLoaded: boolean;
-  earliestTransaction: unknown | null;
 };
 
 type SetNewTransactionsAction = {
   type: typeof constants.SET_NEW_TRANSACTIONS;
-  newTransactions?: string[];
-  matchedTransactions?: string[];
-  updatedAccounts?: string[];
+  newTransactions?: Array<TransactionEntity['id']>;
+  matchedTransactions?: Array<TransactionEntity['id']>;
+  updatedAccounts?: Array<AccountEntity['id']>;
 };
 
 type UpdateNewTransactionsAction = {
@@ -32,7 +31,7 @@ type UpdateNewTransactionsAction = {
 
 type SetLastTransactionAction = {
   type: typeof constants.SET_LAST_TRANSACTION;
-  transaction: unknown;
+  transaction: TransactionEntity;
 };
 
 type MarkAccountReadAction = {

package/@types/loot-core/server/accounts/sync.d.ts

@@ -1,3 +1,4 @@
+import { AccountEntity } from '../../types/models';
 export declare function getGoCardlessAccounts(userId: any, userKey: any, id: any): Promise<any>;
 export declare function reconcileTransactions(acctId: any, transactions: any, isBankSyncAccount?: boolean, strictIdChecking?: boolean, isPreview?: boolean): Promise<{
     added: any[];
@@ -22,3 +23,7 @@ export declare function syncAccount(userId: string, userKey: string, id: string,
     added: any[];
     updated: any[];
 }>;
+export declare function SimpleFinBatchSync(accounts: {
+    id: AccountEntity['id'];
+    accountId: AccountEntity['account_id'];
+}[]): Promise<any[]>;

package/@types/loot-core/server/budget/actions.d.ts

@@ -1,4 +1,5 @@
 export declare function getSheetValue(sheetName: string, cell: string): Promise<number>;
+export declare function getSheetBoolean(sheetName: string, cell: string): Promise<boolean>;
 export declare function isReflectBudget(): boolean;
 export declare function getBudget({ category, month, }: {
     category: string;

package/@types/loot-core/server/budget/app.d.ts

@@ -4,7 +4,7 @@ export declare const app: {
     handlers: BudgetHandlers;
     services: any;
     unlistenServices: any;
-    method<Name extends "budget/budget-amount" | "budget/copy-previous-month" | "budget/set-zero" | "budget/set-3month-avg" | "budget/check-templates" | "budget/apply-goal-template" | "budget/overwrite-goal-template" | "budget/cleanup-goal-template" | "budget/hold-for-next-month" | "budget/reset-hold" | "budget/cover-overspending" | "budget/transfer-available" | "budget/cover-overbudgeted" | "budget/transfer-category" | "budget/set-carryover" | "budget/apply-single-template" | "budget/set-n-month-avg" | "budget/copy-single-month">(name: Name, func: BudgetHandlers[Name]): void;
+    method<Name extends "budget/budget-amount" | "budget/copy-previous-month" | "budget/set-zero" | "budget/set-3month-avg" | "budget/check-templates" | "budget/apply-goal-template" | "budget/overwrite-goal-template" | "budget/cleanup-goal-template" | "budget/hold-for-next-month" | "budget/reset-hold" | "budget/cover-overspending" | "budget/transfer-available" | "budget/cover-overbudgeted" | "budget/transfer-category" | "budget/set-carryover" | "budget/apply-single-template" | "budget/set-n-month-avg" | "budget/copy-single-month" | "budget/apply-multiple-templates">(name: Name, func: BudgetHandlers[Name]): void;
     service(func: any): void;
     combine(...apps: any[]): void;
     startServices(): void;

package/@types/loot-core/server/budget/categoryTemplate.d.ts

@@ -0,0 +1,46 @@
+import { Template } from './types/templates';
+export declare class CategoryTemplate {
+    static init(templates: Template[], categoryID: string, month: any): Promise<CategoryTemplate>;
+    getPriorities(): number[];
+    getRemainderWeight(): number;
+    getLimitExcess(): number;
+    runAll(available: number): Promise<number>;
+    runTemplatesForPriority(priority: number, budgetAvail: number, availStart: number): Promise<number>;
+    runRemainder(budgetAvail: number, perWeight: number): number;
+    getValues(): {
+        budgeted: any;
+        goal: any;
+        longGoal: any;
+    };
+    readonly categoryID: string;
+    private month;
+    private templates;
+    private remainder;
+    private goals;
+    private priorities;
+    private remainderWeight;
+    private toBudgetAmount;
+    private fullAmount;
+    private isLongGoal;
+    private goalAmount;
+    private fromLastMonth;
+    private limitMet;
+    private limitExcess;
+    private limitAmount;
+    private limitCheck;
+    private limitHold;
+    private constructor();
+    private runGoal;
+    static checkByAndScheduleAndSpend(templates: any, month: any): Promise<void>;
+    static checkPercentage(templates: any): Promise<void>;
+    private checkLimit;
+    private checkSpend;
+    private checkGoal;
+    private runSimple;
+    private runCopy;
+    private runWeek;
+    private runSpend;
+    private runPercentage;
+    private runAverage;
+    private runBy;
+}

package/@types/loot-core/server/budget/goaltemplates.d.ts

@@ -5,6 +5,10 @@ export declare function applyTemplate({ month }: {
 export declare function overwriteTemplate({ month }: {
     month: any;
 }): Promise<Notification>;
+export declare function applyMultipleCategoryTemplates({ month, categoryIds }: {
+    month: any;
+    categoryIds: any;
+}): Promise<Notification>;
 export declare function applySingleCategoryTemplate({ month, category }: {
     month: any;
     category: any;

package/@types/loot-core/server/budget/types/handlers.d.ts

@@ -79,4 +79,9 @@ export interface BudgetHandlers {
     month: string;
     category: string; //category id
   }) => Promise<void>;
+
+  'budget/apply-multiple-templates': (arg: {
+    month: string;
+    categoryIds: string[];
+  }) => Promise<Notification>;
 }

package/@types/loot-core/server/budget/types/templates.d.ts

@@ -55,7 +55,7 @@ interface RemainderTemplate extends BaseTemplate {
 
 interface AverageTemplate extends BaseTemplate {
   type: 'average';
-  amount: number;
+  numMonths: number;
 }
 
 interface GoalTemplate extends BaseTemplate {
@@ -63,6 +63,11 @@ interface GoalTemplate extends BaseTemplate {
   amount: number;
 }
 
+interface CopyTemplate extends BaseTemplate {
+  type: 'copy';
+  lookBack: number;
+}
+
 interface ErrorTemplate extends BaseTemplate {
   type: 'error';
   line: string;
@@ -79,4 +84,5 @@ export type Template =
   | RemainderTemplate
   | AverageTemplate
   | GoalTemplate
+  | CopyTemplate
   | ErrorTemplate;

package/@types/loot-core/server/main-app.d.ts

@@ -4,7 +4,7 @@ export declare const app: {
     handlers: Handlers;
     services: any;
     unlistenServices: any;
-    method<Name extends "sync" | "transaction-update" | "undo" | "redo" | "transactions-batch-update" | "transaction-add" | "transaction-delete" | "transactions-parse-file" | "transactions-export" | "transactions-export-query" | "get-categories" | "get-earliest-transaction" | "get-budget-bounds" | "envelope-budget-month" | "tracking-budget-month" | "category-create" | "category-update" | "category-move" | "category-delete" | "category-group-create" | "category-group-update" | "category-group-move" | "category-group-delete" | "must-category-transfer" | "payee-create" | "common-payees-get" | "payees-get" | "payees-get-rule-counts" | "payees-merge" | "payees-batch-change" | "payees-check-orphaned" | "payees-get-rules" | "make-filters-from-conditions" | "getCell" | "getCells" | "getCellNamesInSheet" | "debugCell" | "create-query" | "query" | "account-update" | "accounts-get" | "account-properties" | "gocardless-accounts-link" | "simplefin-accounts-link" | "account-create" | "account-close" | "account-reopen" | "account-move" | "secret-set" | "secret-check" | "gocardless-poll-web-token" | "gocardless-status" | "simplefin-status" | "simplefin-accounts" | "gocardless-get-banks" | "gocardless-poll-web-token-stop" | "gocardless-create-web-token" | "accounts-bank-sync" | "transactions-import" | "account-unlink" | "save-global-prefs" | "load-global-prefs" | "save-prefs" | "load-prefs" | "sync-reset" | "sync-repair" | "key-make" | "key-test" | "get-did-bootstrap" | "subscribe-needs-bootstrap" | "subscribe-bootstrap" | "subscribe-get-user" | "subscribe-change-password" | "subscribe-sign-in" | "subscribe-sign-out" | "get-server-version" | "get-server-url" | "set-server-url" | "get-budgets" | "get-remote-files" | "reset-budget-cache" | "upload-budget" | "download-budget" | "sync-budget" | "load-budget" | "create-demo-budget" | "close-budget" | "delete-budget" | "create-budget" | "import-budget" | "export-budget" | "upload-file-web" | "backups-get" | "backup-load" | "backup-make" | "get-last-opened-backup" | "app-focused" | "api/batch-budget-start" | "api/batch-budget-end" | "api/load-budget" | "api/download-budget" | "api/get-budgets" | "api/start-import" | "api/finish-import" | "api/abort-import" | "api/query" | "api/budget-months" | "api/budget-month" | "api/budget-set-amount" | "api/budget-set-carryover" | "api/budget-hold-for-next-month" | "api/budget-reset-hold" | "api/transactions-export" | "api/transactions-import" | "api/transactions-add" | "api/transactions-get" | "api/transaction-update" | "api/transaction-delete" | "api/sync" | "api/bank-sync" | "api/accounts-get" | "api/account-create" | "api/account-update" | "api/account-close" | "api/account-reopen" | "api/account-delete" | "api/account-balance" | "api/categories-get" | "api/category-groups-get" | "api/category-group-create" | "api/category-group-update" | "api/category-group-delete" | "api/category-create" | "api/category-update" | "api/category-delete" | "api/payees-get" | "api/common-payees-get" | "api/payee-create" | "api/payee-update" | "api/payee-delete" | "api/payees-merge" | "api/rules-get" | "api/payee-rules-get" | "api/rule-create" | "api/rule-update" | "api/rule-delete" | "budget/budget-amount" | "budget/copy-previous-month" | "budget/set-zero" | "budget/set-3month-avg" | "budget/check-templates" | "budget/apply-goal-template" | "budget/overwrite-goal-template" | "budget/cleanup-goal-template" | "budget/hold-for-next-month" | "budget/reset-hold" | "budget/cover-overspending" | "budget/transfer-available" | "budget/cover-overbudgeted" | "budget/transfer-category" | "budget/set-carryover" | "budget/apply-single-template" | "budget/set-n-month-avg" | "budget/copy-single-month" | "dashboard-update" | "dashboard-update-widget" | "dashboard-reset" | "dashboard-add-widget" | "dashboard-remove-widget" | "dashboard-import" | "filter-create" | "filter-update" | "filter-delete" | "notes-save" | "preferences/save" | "preferences/get" | "report/create" | "report/update" | "report/delete" | "rule-validate" | "rule-add" | "rule-update" | "rule-delete" | "rule-delete-all" | "rule-apply-actions" | "rule-add-payee-rename" | "rules-get" | "rule-get" | "rules-run" | "schedule/create" | "schedule/update" | "schedule/delete" | "schedule/skip-next-date" | "schedule/post-transaction" | "schedule/force-run-service" | "schedule/discover" | "schedule/get-upcoming-dates" | "tools/fix-split-transactions">(name: Name, func: Handlers[Name]): void;
+    method<Name extends "sync" | "transaction-update" | "undo" | "redo" | "transactions-batch-update" | "transaction-add" | "transaction-delete" | "transactions-parse-file" | "transactions-export" | "transactions-export-query" | "get-categories" | "get-earliest-transaction" | "get-budget-bounds" | "envelope-budget-month" | "tracking-budget-month" | "category-create" | "category-update" | "category-move" | "category-delete" | "category-group-create" | "category-group-update" | "category-group-move" | "category-group-delete" | "must-category-transfer" | "payee-create" | "common-payees-get" | "payees-get" | "payees-get-rule-counts" | "payees-merge" | "payees-batch-change" | "payees-check-orphaned" | "payees-get-orphaned" | "payees-get-rules" | "make-filters-from-conditions" | "getCell" | "getCells" | "getCellNamesInSheet" | "debugCell" | "create-query" | "query" | "account-update" | "accounts-get" | "account-properties" | "gocardless-accounts-link" | "simplefin-accounts-link" | "account-create" | "account-close" | "account-reopen" | "account-move" | "secret-set" | "secret-check" | "gocardless-poll-web-token" | "gocardless-status" | "simplefin-status" | "simplefin-accounts" | "simplefin-batch-sync" | "gocardless-get-banks" | "gocardless-poll-web-token-stop" | "gocardless-create-web-token" | "accounts-bank-sync" | "transactions-import" | "account-unlink" | "save-global-prefs" | "load-global-prefs" | "save-prefs" | "load-prefs" | "sync-reset" | "sync-repair" | "key-make" | "key-test" | "get-did-bootstrap" | "subscribe-needs-bootstrap" | "subscribe-bootstrap" | "subscribe-get-user" | "subscribe-change-password" | "subscribe-sign-in" | "subscribe-sign-out" | "get-server-version" | "get-server-url" | "set-server-url" | "get-budgets" | "get-remote-files" | "reset-budget-cache" | "upload-budget" | "download-budget" | "sync-budget" | "load-budget" | "create-demo-budget" | "close-budget" | "delete-budget" | "create-budget" | "import-budget" | "export-budget" | "upload-file-web" | "backups-get" | "backup-load" | "backup-make" | "get-last-opened-backup" | "app-focused" | "api/batch-budget-start" | "api/batch-budget-end" | "api/load-budget" | "api/download-budget" | "api/get-budgets" | "api/start-import" | "api/finish-import" | "api/abort-import" | "api/query" | "api/budget-months" | "api/budget-month" | "api/budget-set-amount" | "api/budget-set-carryover" | "api/budget-hold-for-next-month" | "api/budget-reset-hold" | "api/transactions-export" | "api/transactions-import" | "api/transactions-add" | "api/transactions-get" | "api/transaction-update" | "api/transaction-delete" | "api/sync" | "api/bank-sync" | "api/accounts-get" | "api/account-create" | "api/account-update" | "api/account-close" | "api/account-reopen" | "api/account-delete" | "api/account-balance" | "api/categories-get" | "api/category-groups-get" | "api/category-group-create" | "api/category-group-update" | "api/category-group-delete" | "api/category-create" | "api/category-update" | "api/category-delete" | "api/payees-get" | "api/common-payees-get" | "api/payee-create" | "api/payee-update" | "api/payee-delete" | "api/payees-merge" | "api/rules-get" | "api/payee-rules-get" | "api/rule-create" | "api/rule-update" | "api/rule-delete" | "budget/budget-amount" | "budget/copy-previous-month" | "budget/set-zero" | "budget/set-3month-avg" | "budget/check-templates" | "budget/apply-goal-template" | "budget/overwrite-goal-template" | "budget/cleanup-goal-template" | "budget/hold-for-next-month" | "budget/reset-hold" | "budget/cover-overspending" | "budget/transfer-available" | "budget/cover-overbudgeted" | "budget/transfer-category" | "budget/set-carryover" | "budget/apply-single-template" | "budget/set-n-month-avg" | "budget/copy-single-month" | "budget/apply-multiple-templates" | "dashboard-update" | "dashboard-update-widget" | "dashboard-reset" | "dashboard-add-widget" | "dashboard-remove-widget" | "dashboard-import" | "filter-create" | "filter-update" | "filter-delete" | "notes-save" | "preferences/save" | "preferences/get" | "report/create" | "report/update" | "report/delete" | "rule-validate" | "rule-add" | "rule-update" | "rule-delete" | "rule-delete-all" | "rule-apply-actions" | "rule-add-payee-rename" | "rules-get" | "rule-get" | "rules-run" | "schedule/create" | "schedule/update" | "schedule/delete" | "schedule/skip-next-date" | "schedule/post-transaction" | "schedule/force-run-service" | "schedule/discover" | "schedule/get-upcoming-dates" | "tools/fix-split-transactions">(name: Name, func: Handlers[Name]): void;
     service(func: any): void;
     combine(...apps: any[]): void;
     startServices(): void;

package/@types/loot-core/server/server-config.d.ts

@@ -5,6 +5,7 @@ type ServerConfig = {
     GOCARDLESS_SERVER: string;
     SIMPLEFIN_SERVER: string;
 };
+export declare function isValidBaseURL(base: string): boolean;
 export declare function setServer(url: string): void;
 export declare function getServer(url?: string): ServerConfig | null;
 export {};

package/@types/loot-core/shared/months.d.ts

@@ -54,7 +54,7 @@ export declare function getYearStart(month: string): string;
 export declare function getYearEnd(month: string): string;
 export declare function sheetForMonth(month: string): string;
 export declare function nameForMonth(month: DateLike): string;
-export declare function format(month: DateLike, str: string): string;
+export declare function format(month: DateLike, format: string): string;
 export declare const getDateFormatRegex: import("memoize-one").MemoizedFn<(format: string) => RegExp>;
 export declare const getDayMonthFormat: import("memoize-one").MemoizedFn<(format: string) => string>;
 export declare const getDayMonthRegex: import("memoize-one").MemoizedFn<(format: string) => RegExp>;

package/@types/loot-core/shared/query.d.ts

@@ -1,8 +1,14 @@
+import { WithRequired } from '../types/util';
+type ObjectExpression = {
+    [key: string]: ObjectExpression | unknown;
+};
 export type QueryState = {
-    filterExpressions: Array<string>;
-    selectExpressions: Array<unknown>;
-    groupExpressions: Array<unknown>;
-    orderExpressions: Array<unknown>;
+    table: string;
+    tableOptions: Record<string, unknown>;
+    filterExpressions: Array<ObjectExpression>;
+    selectExpressions: Array<ObjectExpression | string | '*'>;
+    groupExpressions: Array<ObjectExpression | string>;
+    orderExpressions: Array<ObjectExpression | string>;
     calculation: boolean;
     rawMode: boolean;
     withDead: boolean;
@@ -12,20 +18,28 @@ export type QueryState = {
 };
 export declare class Query {
     state: QueryState;
-    constructor(state: any);
-    filter(expr: any): Query;
-    unfilter(exprs: any): Query;
-    select(exprs?: Array<unknown> | unknown): Query;
-    calculate(expr: any): Query;
-    groupBy(exprs: any): Query;
-    orderBy(exprs: any): Query;
-    limit(num: any): Query;
-    offset(num: any): Query;
+    constructor(state: WithRequired<Partial<QueryState>, 'table'>);
+    filter(expr: ObjectExpression): Query;
+    unfilter(exprs?: Array<keyof ObjectExpression>): Query;
+    select(exprs?: Array<ObjectExpression | string> | ObjectExpression | string | '*' | ['*']): Query;
+    calculate(expr: ObjectExpression | string): Query;
+    groupBy(exprs: ObjectExpression | string | Array<ObjectExpression | string>): Query;
+    orderBy(exprs: ObjectExpression | string | Array<ObjectExpression | string>): Query;
+    limit(num: number): Query;
+    offset(num: number): Query;
     raw(): Query;
     withDead(): Query;
     withoutValidatedRefs(): Query;
-    options(opts: any): Query;
+    options(opts: Record<string, unknown>): Query;
+    reset(): Query;
     serialize(): QueryState;
 }
-export declare function getPrimaryOrderBy(query: any, defaultOrderBy: any): any;
-export declare function q(table: any): Query;
+export declare function getPrimaryOrderBy(query: Query, defaultOrderBy: ObjectExpression | null): {
+    order: string;
+    field?: undefined;
+} | {
+    field: string;
+    order: unknown;
+};
+export declare function q(table: QueryState['table']): Query;
+export {};

package/@types/loot-core/shared/rules.d.ts

@@ -1,6 +1,6 @@
 import { FieldValueTypes, RuleConditionOp } from '../types/models';
 export declare const FIELD_TYPES: Map<keyof FieldValueTypes, string>;
-export declare function isValidOp(field: keyof FieldValueTypes, op: RuleConditionOp): boolean;
+export declare function isValidOp(field: keyof FieldValueTypes, op: RuleConditionOp): any;
 export declare function getValidOps(field: keyof FieldValueTypes): any;
 export declare const ALLOCATION_METHODS: {
     'fixed-amount': string;
@@ -8,7 +8,7 @@ export declare const ALLOCATION_METHODS: {
     remainder: string;
 };
 export declare function mapField(field: any, opts?: any): any;
-export declare function friendlyOp(op: any, type?: any): "" | "is" | "contains" | "matches" | "one of" | "not one of" | "is not" | "is approx" | "is between" | "has tag(s)" | "does not contain" | "is after" | "is greater than" | "is after or equals" | "is greater than or equals" | "is before" | "is less than" | "is before or equals" | "is less than or equals" | "is true" | "is false" | "set" | "allocate" | "link schedule" | "prepend to notes" | "append to notes" | "and" | "or";
+export declare function friendlyOp(op: any, type?: any): string;
 export declare function deserializeField(field: any): {
     field: string;
     options: {

package/@types/loot-core/shared/schedules.d.ts

@@ -39,5 +39,8 @@ export declare function extractScheduleConds(conditions: any): {
     amount: any;
     date: any;
 };
-export declare function getScheduledAmount(amount: any): any;
+export declare function getScheduledAmount(amount: number | {
+    num1: number;
+    num2: number;
+}, inverse?: boolean): number;
 export declare function describeSchedule(schedule: any, payee: any): string;

package/@types/loot-core/types/models/bank-sync.d.ts

@@ -0,0 +1,21 @@
+import {
+  GoCardlessAmount,
+  GoCardlessBalance,
+  GoCardlessTransaction,
+} from './gocardless';
+
+export type BankSyncBalance = GoCardlessBalance;
+export type BankSyncAmount = GoCardlessAmount;
+export type BankSyncTransaction = GoCardlessTransaction;
+
+export type BankSyncResponse = {
+  transactions: {
+    all: BankSyncTransaction[];
+    booked: BankSyncTransaction[];
+    pending: BankSyncTransaction[];
+  };
+  balances: BankSyncBalance[];
+  startingBalance: number;
+  error_type: string;
+  error_code: string;
+};

package/@types/loot-core/types/models/dashboard.d.ts

@@ -37,6 +37,7 @@ export type CashFlowWidget = AbstractWidget<
     conditions?: RuleConditionEntity[];
     conditionsOp?: 'and' | 'or';
     timeFrame?: TimeFrame;
+    showBalance?: boolean;
   } | null
 >;
 export type SpendingWidget = AbstractWidget<
@@ -64,7 +65,8 @@ type SpecializedWidget =
   | NetWorthWidget
   | CashFlowWidget
   | SpendingWidget
-  | MarkdownWidget;
+  | MarkdownWidget
+  | SummaryWidget;
 export type Widget = SpecializedWidget | CustomReportWidget;
 export type NewWidget = Omit<Widget, 'id' | 'tombstone'>;
 
@@ -87,3 +89,29 @@ export type ExportImportDashboard = {
   version: 1;
   widgets: ExportImportDashboardWidget[];
 };
+
+export type SummaryWidget = AbstractWidget<
+  'summary-card',
+  {
+    name?: string;
+    conditions?: RuleConditionEntity[];
+    conditionsOp?: 'and' | 'or';
+    timeFrame?: TimeFrame;
+    content?: string;
+  } | null
+>;
+
+export type BaseSummaryContent = {
+  type: 'sum' | 'avgPerMonth' | 'avgPerTransact';
+  fontSize?: number;
+};
+
+export type PercentageSummaryContent = {
+  type: 'percentage';
+  divisorConditions: RuleConditionEntity[];
+  divisorConditionsOp: 'and' | 'or';
+  divisorAllTimeDateRange?: boolean;
+  fontSize?: number;
+};
+
+export type SummaryContent = BaseSummaryContent | PercentageSummaryContent;

package/@types/loot-core/types/models/gocardless.d.ts

@@ -12,3 +12,64 @@ export type GoCardlessInstitution = {
   logo: string;
   identification_codes: string[];
 };
+
+export type GoCardlessBalance = {
+  balanceAmount: GoCardlessAmount;
+  balanceType:
+    | 'closingBooked'
+    | 'expected'
+    | 'forwardAvailable'
+    | 'interimAvailable'
+    | 'interimBooked'
+    | 'nonInvoiced'
+    | 'openingBooked';
+  creditLimitIncluded?: boolean;
+  lastChangeDateTime?: string;
+  lastCommittedTransaction?: string;
+  referenceDate?: string;
+};
+
+export type GoCardlessAmount = {
+  amount: string;
+  currency: string;
+};
+
+export type GoCardlessTransaction = {
+  additionalInformation?: string;
+  bookingStatus?: string;
+  balanceAfterTransaction?: Pick<
+    GoCardlessBalance,
+    'balanceType' | 'balanceAmount'
+  >;
+  bankTransactionCode?: string;
+  bookingDate?: string;
+  bookingDateTime?: string;
+  checkId?: string;
+  creditorAccount?: string;
+  creditorAgent?: string;
+  creditorId?: string;
+  creditorName?: string;
+  currencyExchange?: string[];
+  debtorAccount?: {
+    iban: string;
+  };
+  debtorAgent?: string;
+  debtorName?: string;
+  endToEndId?: string;
+  entryReference?: string;
+  internalTransactionId?: string;
+  mandateId?: string;
+  merchantCategoryCode?: string;
+  proprietaryBankTransactionCode?: string;
+  purposeCode?: string;
+  remittanceInformationStructured?: string;
+  remittanceInformationStructuredArray?: string[];
+  remittanceInformationUnstructured?: string;
+  remittanceInformationUnstructuredArray?: string[];
+  transactionAmount: GoCardlessAmount;
+  transactionId?: string;
+  ultimateCreditor?: string;
+  ultimateDebtor?: string;
+  valueDate?: string;
+  valueDateTime?: string;
+};

package/@types/loot-core/types/models/index.d.ts

@@ -1,4 +1,5 @@
 export type * from './account';
+export type * from './bank-sync';
 export type * from './category';
 export type * from './category-group';
 export type * from './dashboard';

package/@types/loot-core/types/models/rule.d.ts

@@ -26,6 +26,7 @@ export type RuleConditionOp =
   | 'contains'
   | 'doesNotContain'
   | 'hasTags'
+  | 'and'
   | 'matches';
 
 type FieldValueTypes = {
@@ -38,6 +39,8 @@ type FieldValueTypes = {
   payee_name: string;
   imported_payee: string;
   saved: string;
+  transfer: boolean;
+  parent: boolean;
   cleared: boolean;
   reconciled: boolean;
 };

package/@types/loot-core/types/models/schedule.d.ts

@@ -32,7 +32,7 @@ export interface ScheduleEntity {
   // underlying rule
   _payee: PayeeEntity['id'];
   _account: AccountEntity['id'];
-  _amount: unknown;
+  _amount: number | { num1: number; num2: number };
   _amountOp: string;
   _date: RecurConfig;
   _conditions: unknown;

package/@types/loot-core/types/models/simplefin.d.ts

@@ -1,3 +1,6 @@
+import { AccountEntity } from './account';
+import { BankSyncResponse } from './bank-sync';
+
 export type SimpleFinOrganization = {
   name: string;
   domain: string;
@@ -8,3 +11,7 @@ export type SimpleFinAccount = {
   name: string;
   org: SimpleFinOrganization;
 };
+
+export interface SimpleFinBatchSyncResponse {
+  [accountId: AccountEntity['account_id']]: BankSyncResponse;
+}

package/@types/loot-core/types/prefs.d.ts

@@ -1,9 +1,8 @@
 export type FeatureFlag =
-  | 'dashboards'
-  | 'reportBudget'
   | 'goalTemplatesEnabled'
   | 'actionTemplating'
-  | 'upcomingLengthAdjustment';
+  | 'upcomingLengthAdjustment'
+  | 'contextMenus';
 
 /**
  * Cross-device preferences. These sync across devices when they are changed.

package/@types/loot-core/types/server-handlers.d.ts

@@ -116,6 +116,7 @@ export interface ServerHandlers {
   }) => Promise<unknown>;
 
   'payees-check-orphaned': (arg: { ids }) => Promise<unknown>;
+  'payees-get-orphaned': () => Promise<PayeeEntity[]>;
 
   'payees-get-rules': (arg: { id: string }) => Promise<RuleEntity[]>;
 
@@ -193,6 +194,18 @@ export interface ServerHandlers {
 
   'simplefin-accounts': () => Promise<{ accounts: SimpleFinAccount[] }>;
 
+  'simplefin-batch-sync': ({ ids }: { ids: string[] }) => Promise<
+    {
+      accountId: string;
+      res: {
+        errors;
+        newTransactions;
+        matchedTransactions;
+        updatedAccounts;
+      };
+    }[]
+  >;
+
   'gocardless-get-banks': (country: string) => Promise<{
     data: GoCardlessInstitution[];
     error?: { reason: string };
@@ -213,7 +226,7 @@ export interface ServerHandlers {
     | { error: 'failed' }
   >;
 
-  'accounts-bank-sync': (arg: { id?: string }) => Promise<{
+  'accounts-bank-sync': (arg: { ids?: AccountEntity['id'][] }) => Promise<{
     errors;
     newTransactions;
     matchedTransactions;