@actual-app/api 25.12.0-nightly.20251107 → 25.12.0-nightly.20251109

package/@types/loot-core/src/server/budget/category-template-context.d.ts

@@ -34,7 +34,8 @@ export declare class CategoryTemplateContext {
     private limitCheck;
     private limitHold;
     readonly previouslyBudgeted: number;
-    protected constructor(templates: Template[], category: CategoryEntity, month: string, fromLastMonth: number, budgeted: number, hideDecimal?: boolean);
+    private currency;
+    protected constructor(templates: Template[], category: CategoryEntity, month: string, fromLastMonth: number, budgeted: number, currencyCode: string, hideDecimal?: boolean);
     private runGoal;
     static checkByAndScheduleAndSpend(templates: Template[], month: string): Promise<void>;
     static checkPercentage(templates: Template[]): Promise<void>;
@@ -42,7 +43,7 @@ export declare class CategoryTemplateContext {
     private checkSpend;
     private checkGoal;
     private removeFraction;
-    static runSimple(template: SimpleTemplate, limit: number): number;
+    static runSimple(template: SimpleTemplate, templateContext: CategoryTemplateContext): number;
     static runCopy(template: CopyTemplate, templateContext: CategoryTemplateContext): Promise<number>;
     static runPeriodic(template: PeriodicTemplate, templateContext: CategoryTemplateContext): number;
     static runSpend(template: SpendTemplate, templateContext: CategoryTemplateContext): Promise<number>;

package/@types/loot-core/src/shared/currencies.d.ts

@@ -0,0 +1,11 @@
+import { NumberFormats } from './util';
+export type Currency = {
+    code: string;
+    symbol: string;
+    name: string;
+    decimalPlaces: number;
+    numberFormat: NumberFormats;
+    symbolFirst: boolean;
+};
+export declare const currencies: Currency[];
+export declare function getCurrency(code: string): Currency;

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

@@ -41,11 +41,21 @@ export type SpendingWidget = AbstractWidget<'spending-card', {
 export type CustomReportWidget = AbstractWidget<'custom-report', {
     id: string;
 }>;
+export type CrossoverWidget = AbstractWidget<'crossover-card', {
+    name?: string;
+    expenseCategoryIds?: string[];
+    incomeAccountIds?: string[];
+    timeFrame?: TimeFrame;
+    safeWithdrawalRate?: number;
+    estimatedReturn?: number | null;
+    projectionType?: 'trend' | 'hampel';
+    showHiddenCategories?: boolean;
+} | null>;
 export type MarkdownWidget = AbstractWidget<'markdown-card', {
     content: string;
     text_align?: 'left' | 'right' | 'center';
 }>;
-type SpecializedWidget = NetWorthWidget | CashFlowWidget | SpendingWidget | MarkdownWidget | SummaryWidget | CalendarWidget | FormulaWidget;
+type SpecializedWidget = NetWorthWidget | CashFlowWidget | SpendingWidget | CrossoverWidget | MarkdownWidget | SummaryWidget | CalendarWidget | FormulaWidget;
 export type Widget = SpecializedWidget | CustomReportWidget;
 export type NewWidget = Omit<Widget, 'id' | 'tombstone'>;
 export type ExportImportCustomReportWidget = Omit<CustomReportWidget, 'id' | 'meta' | 'tombstone'> & {

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

@@ -1,4 +1,4 @@
-export type FeatureFlag = 'goalTemplatesEnabled' | 'goalTemplatesUIEnabled' | 'actionTemplating' | 'formulaMode' | 'currency' | 'plugins';
+export type FeatureFlag = 'goalTemplatesEnabled' | 'goalTemplatesUIEnabled' | 'actionTemplating' | 'formulaMode' | 'currency' | 'crossoverReport' | 'plugins';
 /**
  * Cross-device preferences. These sync across devices when they are changed.
  */

package/dist/app/bundle.api.js

@@ -108908,7 +108908,7 @@ async function reconcileTransactions(acctId, transactions, isBankSyncAccount = f
                 category: existing.category || trans.category || null,
                 imported_payee: trans.imported_payee || null,
                 notes: existing.notes || trans.notes || null,
-                cleared: trans.cleared ?? existing.cleared,
+                cleared: existing.cleared || trans.cleared || false,
                 raw_synced_data: existing.raw_synced_data ?? trans.raw_synced_data ?? null
             };
             const fieldsToMarkUpdated = Object.keys(updates).filter((k) => {
@@ -112125,6 +112125,45 @@ async function getCategoryTemplates() {
     }
     return templates;
 }
+const currencies = [
+    { code: "", name: "None", symbol: "", decimalPlaces: 2, numberFormat: "comma-dot", symbolFirst: true },
+    { code: "AED", name: "UAE Dirham", symbol: "د.إ", decimalPlaces: 2, numberFormat: "comma-dot", symbolFirst: false },
+    { code: "ARS", name: "Argentinian Peso", symbol: "Arg$", decimalPlaces: 2, numberFormat: "dot-comma", symbolFirst: true },
+    { code: "AUD", name: "Australian Dollar", symbol: "A$", decimalPlaces: 2, numberFormat: "comma-dot", symbolFirst: true },
+    { code: "BRL", name: "Brazilian Real", symbol: "R$", decimalPlaces: 2, numberFormat: "dot-comma", symbolFirst: true },
+    { code: "CAD", name: "Canadian Dollar", symbol: "CA$", decimalPlaces: 2, numberFormat: "comma-dot", symbolFirst: true },
+    { code: "CHF", name: "Swiss Franc", symbol: "Fr.", decimalPlaces: 2, numberFormat: "apostrophe-dot", symbolFirst: true },
+    { code: "CNY", name: "Yuan Renminbi", symbol: "¥", decimalPlaces: 2, numberFormat: "comma-dot", symbolFirst: true },
+    { code: "CRC", name: "Costa Rican Colón", symbol: "₡", decimalPlaces: 2, numberFormat: "space-comma", symbolFirst: true },
+    { code: "DKK", name: "Danish Krone", symbol: "kr", decimalPlaces: 2, numberFormat: "dot-comma", symbolFirst: false },
+    { code: "EGP", name: "Egyptian Pound", symbol: "ج.م", decimalPlaces: 2, numberFormat: "comma-dot", symbolFirst: false },
+    { code: "EUR", name: "Euro", symbol: "€", decimalPlaces: 2, numberFormat: "dot-comma", symbolFirst: false },
+    { code: "GBP", name: "Pound Sterling", symbol: "£", decimalPlaces: 2, numberFormat: "comma-dot", symbolFirst: true },
+    { code: "GTQ", name: "Guatemalan Quetzal", symbol: "Q", decimalPlaces: 2, numberFormat: "comma-dot", symbolFirst: true },
+    { code: "HKD", name: "Hong Kong Dollar", symbol: "HK$", decimalPlaces: 2, numberFormat: "comma-dot", symbolFirst: true },
+    { code: "INR", name: "Indian Rupee", symbol: "₹", decimalPlaces: 2, numberFormat: "comma-dot-in", symbolFirst: true },
+    { code: "JMD", name: "Jamaican Dollar", symbol: "J$", decimalPlaces: 2, numberFormat: "comma-dot", symbolFirst: true },
+    { code: "JPY", name: "Japanese Yen", symbol: "¥", decimalPlaces: 0, numberFormat: "comma-dot", symbolFirst: true },
+    { code: "LKR", name: "Sri Lankan Rupee", symbol: "Rs.", decimalPlaces: 2, numberFormat: "comma-dot", symbolFirst: true },
+    { code: "MDL", name: "Moldovan Leu", symbol: "L", decimalPlaces: 2, numberFormat: "dot-comma", symbolFirst: false },
+    { code: "PHP", name: "Philippine Peso", symbol: "₱", decimalPlaces: 2, numberFormat: "comma-dot", symbolFirst: true },
+    { code: "PLN", name: "Polish Złoty", symbol: "zł", decimalPlaces: 2, numberFormat: "space-comma", symbolFirst: false },
+    { code: "QAR", name: "Qatari Riyal", symbol: "ر.ق", decimalPlaces: 2, numberFormat: "comma-dot", symbolFirst: false },
+    { code: "RON", name: "Romanian Leu", symbol: "lei", decimalPlaces: 2, numberFormat: "dot-comma", symbolFirst: false },
+    { code: "RSD", name: "Serbian Dinar", symbol: "дин", decimalPlaces: 2, numberFormat: "dot-comma", symbolFirst: false },
+    { code: "RUB", name: "Russian Ruble", symbol: "₽", decimalPlaces: 2, numberFormat: "space-comma", symbolFirst: false },
+    { code: "SAR", name: "Saudi Riyal", symbol: "ر.س", decimalPlaces: 2, numberFormat: "comma-dot", symbolFirst: false },
+    { code: "SEK", name: "Swedish Krona", symbol: "kr", decimalPlaces: 2, numberFormat: "space-comma", symbolFirst: false },
+    { code: "SGD", name: "Singapore Dollar", symbol: "S$", decimalPlaces: 2, numberFormat: "comma-dot", symbolFirst: true },
+    { code: "THB", name: "Thai Baht", symbol: "฿", decimalPlaces: 2, numberFormat: "comma-dot", symbolFirst: true },
+    { code: "TRY", name: "Turkish Lira", symbol: "₺", decimalPlaces: 2, numberFormat: "dot-comma", symbolFirst: true },
+    { code: "UAH", name: "Ukrainian Hryvnia", symbol: "₴", decimalPlaces: 2, numberFormat: "space-comma", symbolFirst: false },
+    { code: "USD", name: "US Dollar", symbol: "$", decimalPlaces: 2, numberFormat: "comma-dot", symbolFirst: true },
+    { code: "UZS", name: "Uzbek Soum", symbol: "UZS", decimalPlaces: 2, numberFormat: "space-comma", symbolFirst: false }
+];
+function getCurrency(code) {
+    return currencies.find((c) => c.code === code) || currencies[0];
+}
 var isArguments$1;
 var hasRequiredIsArguments$2;
 function requireIsArguments$2() {
@@ -119644,7 +119683,9 @@ class CategoryTemplateContext {
         await CategoryTemplateContext.checkByAndScheduleAndSpend(templates, month);
         await CategoryTemplateContext.checkPercentage(templates);
         const hideDecimal = await aqlQuery(q("preferences").filter({ id: "hideFraction" }).select("*"));
-        return new CategoryTemplateContext(templates, category, month, fromLastMonth, budgeted, hideDecimal.data.length > 0 ? hideDecimal.data[0].value === "true" : false);
+        const currencyPref = await aqlQuery(q("preferences").filter({ id: "defaultCurrencyCode" }).select("*"));
+        const currencyCode = currencyPref.data.length > 0 ? currencyPref.data[0].value : "";
+        return new CategoryTemplateContext(templates, category, month, fromLastMonth, budgeted, currencyCode, hideDecimal.data.length > 0 ? hideDecimal.data[0].value === "true" : false);
     }
     isGoalOnly() {
         return this.templates.length === 0 && this.remainder.length === 0 && this.goals.length > 0;
@@ -119688,7 +119729,7 @@ class CategoryTemplateContext {
             let newBudget = 0;
             switch (template.type) {
                 case "simple": {
-                    newBudget = CategoryTemplateContext.runSimple(template, this.limitAmount);
+                    newBudget = CategoryTemplateContext.runSimple(template, this);
                     break;
                 }
                 case "copy": {
@@ -119785,7 +119826,7 @@ class CategoryTemplateContext {
             longGoal: this.isLongGoal
         };
     }
-    constructor(templates, category, month, fromLastMonth, budgeted, hideDecimal = false) {
+    constructor(templates, category, month, fromLastMonth, budgeted, currencyCode, hideDecimal = false) {
         this.templates = [];
         this.remainder = [];
         this.goals = [];
@@ -119811,6 +119852,7 @@ class CategoryTemplateContext {
         this.month = month;
         this.fromLastMonth = fromLastMonth;
         this.previouslyBudgeted = budgeted;
+        this.currency = getCurrency(currencyCode);
         this.hideDecimal = hideDecimal;
         if (templates) {
             templates.forEach((t2) => {
@@ -119837,7 +119879,7 @@ class CategoryTemplateContext {
             if (this.isGoalOnly())
                 this.toBudgetAmount = this.previouslyBudgeted;
             this.isLongGoal = true;
-            this.goalAmount = amountToInteger(this.goals[0].amount);
+            this.goalAmount = amountToInteger(this.goals[0].amount, this.currency.decimalPlaces);
             return;
         }
         this.goalAmount = this.fullAmount;
@@ -119901,12 +119943,15 @@ class CategoryTemplateContext {
             }
             if (limitDef.period === "daily") {
                 const numDays2 = differenceInCalendarDays(addMonths(this.month, 1), this.month);
-                this.limitAmount += amountToInteger(limitDef.amount) * numDays2;
+                this.limitAmount += amountToInteger(limitDef.amount, this.currency.decimalPlaces) * numDays2;
             }
             else if (limitDef.period === "weekly") {
+                if (!limitDef.start) {
+                    throw new Error("Weekly limit requires a start date (YYYY-MM-DD)");
+                }
                 const nextMonth$1 = nextMonth(this.month);
                 let week2 = limitDef.start;
-                const baseLimit = amountToInteger(limitDef.amount);
+                const baseLimit = amountToInteger(limitDef.amount, this.currency.decimalPlaces);
                 while (week2 < nextMonth$1) {
                     if (week2 >= this.month) {
                         this.limitAmount += baseLimit;
@@ -119915,7 +119960,7 @@ class CategoryTemplateContext {
                 }
             }
             else if (limitDef.period === "monthly") {
-                this.limitAmount = amountToInteger(limitDef.amount);
+                this.limitAmount = amountToInteger(limitDef.amount, this.currency.decimalPlaces);
             }
             else {
                 throw new Error("Invalid limit period. Check template syntax");
@@ -119949,16 +119994,16 @@ class CategoryTemplateContext {
         }
     }
     removeFraction(amount) {
-        return amountToInteger(Math.round(integerToAmount(amount)));
+        return amountToInteger(Math.round(integerToAmount(amount, this.currency.decimalPlaces)), this.currency.decimalPlaces);
     }
     //-----------------------------------------------------------------------------
     //  Processor Functions
-    static runSimple(template, limit) {
+    static runSimple(template, templateContext) {
         if (template.monthly != null) {
-            return amountToInteger(template.monthly);
+            return amountToInteger(template.monthly, templateContext.currency.decimalPlaces);
         }
         else {
-            return limit;
+            return templateContext.limitAmount;
         }
     }
     static async runCopy(template, templateContext) {
@@ -119967,7 +120012,7 @@ class CategoryTemplateContext {
     }
     static runPeriodic(template, templateContext) {
         let toBudget = 0;
-        const amount = amountToInteger(template.amount);
+        const amount = amountToInteger(template.amount, templateContext.currency.decimalPlaces);
         const period = template.period.period;
         const numPeriods = template.period.amount;
         let date = template.starting;
@@ -120026,7 +120071,7 @@ class CategoryTemplateContext {
             }
         }
         const numMonths = differenceInCalendarMonths(toMonth, templateContext.month);
-        const target = amountToInteger(template.amount);
+        const target = amountToInteger(template.amount, templateContext.currency.decimalPlaces);
         if (numMonths < 0) {
             return 0;
         }
@@ -120091,13 +120136,13 @@ class CategoryTemplateContext {
             const period = savedInfo[i].period;
             let amount;
             if (numMonths > shortNumMonths && period) {
-                amount = Math.round(amountToInteger(template.amount) / period * (period - numMonths + shortNumMonths));
+                amount = Math.round(amountToInteger(template.amount, templateContext.currency.decimalPlaces) / period * (period - numMonths + shortNumMonths));
             }
             else if (numMonths > shortNumMonths) {
-                amount = Math.round(amountToInteger(template.amount) / (numMonths + 1) * (shortNumMonths + 1));
+                amount = Math.round(amountToInteger(template.amount, templateContext.currency.decimalPlaces) / (numMonths + 1) * (shortNumMonths + 1));
             }
             else {
-                amount = amountToInteger(template.amount);
+                amount = amountToInteger(template.amount, templateContext.currency.decimalPlaces);
             }
             totalNeeded += amount;
         }
@@ -120119,13 +120164,13 @@ async function storeTemplates({ categoriesWithTemplates, source }) {
 async function applyTemplate({ month }) {
     await storeNoteTemplates();
     const categoryTemplates = await getTemplates();
-    const ret = await processTemplate(month, false, categoryTemplates);
+    const ret = await processTemplate(month, false, categoryTemplates, []);
     return ret;
 }
 async function overwriteTemplate({ month }) {
     await storeNoteTemplates();
     const categoryTemplates = await getTemplates();
-    const ret = await processTemplate(month, true, categoryTemplates);
+    const ret = await processTemplate(month, true, categoryTemplates, []);
     return ret;
 }
 async function applyMultipleCategoryTemplates({ month, categoryIds }) {
@@ -125214,6 +125259,7 @@ const exportModel = {
                 "net-worth-card",
                 "cash-flow-card",
                 "spending-card",
+                "crossover-card",
                 "custom-report",
                 "markdown-card",
                 "summary-card",

package/dist/package.json

@@ -1,6 +1,6 @@
 {
     "name": "@actual-app/api",
-    "version": "25.12.0-nightly.20251107",
+    "version": "25.12.0-nightly.20251109",
     "license": "MIT",
     "description": "An API for Actual",
     "engines": {

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@actual-app/api",
-  "version": "25.12.0-nightly.20251107",
+  "version": "25.12.0-nightly.20251109",
   "license": "MIT",
   "description": "An API for Actual",
   "engines": {