@actual-app/core 26.3.0

package/.swcrc

@@ -0,0 +1,11 @@
+{
+  "jsc": {
+    "target": "es2022",
+    "externalHelpers": true,
+    "parser": {
+      "syntax": "typescript",
+      "tsx": true
+    }
+  },
+  "sourceMaps": true
+}

package/bin/build-browser

@@ -0,0 +1,40 @@
+#!/bin/bash -e
+
+cd `dirname "$0"`
+ROOT=`pwd -P`
+VITE_ARGS=""
+
+PUBLIC_DIR="$ROOT"/../../desktop-client/public
+DATA_DIR="$PUBLIC_DIR"/data
+mkdir -p "$DATA_DIR"
+"$ROOT"/copy-migrations "$DATA_DIR"
+
+cd "$DATA_DIR"
+find * -type f | sort > ../data-file-index.txt
+cd "$ROOT"
+
+# Clean out previous build files
+rm -f ../lib-dist/browser/*
+rm -rf ../../desktop-client/public/kcab
+
+if [ $NODE_ENV == 'development' ]; then
+  # In dev mode, always enable watch mode and symlink the build files.
+  # Make sure to do this before starting the build since watch mode
+  # will block
+  VITE_ARGS="$VITE_ARGS --watch"
+  if [ "$OSTYPE" == "msys" ]; then
+    # Ensure symlinks are created as native Windows symlinks.
+    export MSYS=winsymlinks:nativestrict
+  fi
+  ln -snf "$ROOT"/../lib-dist/browser ../../desktop-client/public/kcab
+fi
+
+cp ../../../node_modules/@jlongster/sql.js/dist/sql-wasm.wasm "$PUBLIC_DIR"/sql-wasm.wasm
+
+yarn vite build --config ../vite.config.ts --mode $NODE_ENV $VITE_ARGS
+
+if [ $NODE_ENV == 'production' ]; then
+  # In production, just copy the built files
+  mkdir ../../desktop-client/public/kcab
+  cp -r ../lib-dist/browser/* ../../desktop-client/public/kcab
+fi

package/bin/copy-migrations

@@ -0,0 +1,9 @@
+#!/bin/bash -e
+
+ROOT=`dirname $(dirname "$0")`
+DEST="$1"
+
+rm -rf "$DEST"/migrations
+mkdir -p "$DEST"/migrations
+cp "$ROOT"/migrations/* "$DEST"/migrations/
+cp "$ROOT"/default-db.sqlite "$DEST"

package/migrations/1548957970627_remove-db-version.sql

@@ -0,0 +1,5 @@
+BEGIN TRANSACTION;
+
+DROP TABLE db_version;
+
+COMMIT;

package/migrations/1550601598648_payees.sql

@@ -0,0 +1,23 @@
+BEGIN TRANSACTION;
+
+CREATE TABLE payees
+  (id TEXT PRIMARY KEY,
+   name TEXT,
+   category TEXT,
+   tombstone INTEGER DEFAULT 0,
+   transfer_acct TEXT);
+
+CREATE TABLE payee_rules
+  (id TEXT PRIMARY KEY,
+   payee_id TEXT,
+   type TEXT,
+   value TEXT,
+   tombstone INTEGER DEFAULT 0);
+
+CREATE INDEX payee_rules_lowercase_index ON payee_rules(LOWER(value));
+
+CREATE TABLE payee_mapping
+  (id TEXT PRIMARY KEY,
+   targetId TEXT);
+
+COMMIT;

package/migrations/1555786194328_remove_category_group_unique.sql

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+BEGIN TRANSACTION;
+
+CREATE TEMPORARY TABLE category_groups_tmp
+   (id TEXT PRIMARY KEY,
+    name TEXT UNIQUE,
+    is_income INTEGER DEFAULT 0,
+    sort_order REAL,
+    tombstone INTEGER DEFAULT 0);
+
+INSERT INTO category_groups_tmp SELECT * FROM category_groups;
+
+DROP TABLE category_groups;
+
+CREATE TABLE category_groups
+   (id TEXT PRIMARY KEY,
+    name TEXT,
+    is_income INTEGER DEFAULT 0,
+    sort_order REAL,
+    tombstone INTEGER DEFAULT 0);
+
+INSERT INTO category_groups SELECT * FROM category_groups_tmp;
+
+DROP TABLE category_groups_tmp;
+
+COMMIT;

package/migrations/1561751833510_indexes.sql

@@ -0,0 +1,7 @@
+BEGIN TRANSACTION;
+
+CREATE INDEX trans_category_date ON transactions(category, date);
+CREATE INDEX trans_category ON transactions(category);
+CREATE INDEX trans_date ON transactions(date);
+
+COMMIT;

package/migrations/1567699552727_budget.sql

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+BEGIN TRANSACTION;
+
+DELETE FROM spreadsheet_cells WHERE
+  name NOT LIKE '%!budget\_%' ESCAPE '\' AND
+  name NOT LIKE '%!carryover\_%' ESCAPE '\' AND
+  name NOT LIKE '%!buffered';
+
+UPDATE OR REPLACE spreadsheet_cells SET name = REPLACE(name, '_', '-');
+
+UPDATE OR REPLACE spreadsheet_cells SET
+  name =
+    SUBSTR(name, 1, 28) ||
+    '-' ||
+    SUBSTR(name, 29, 4) ||
+    '-' ||
+    SUBSTR(name, 33, 4) ||
+    '-' ||
+    SUBSTR(name, 37, 4) ||
+    '-' ||
+    SUBSTR(name, 41, 12)
+WHERE name LIKE '%!budget-%' AND LENGTH(name) = 52;
+
+UPDATE OR REPLACE spreadsheet_cells SET
+  name =
+    SUBSTR(name, 1, 31) ||
+    '-' ||
+    SUBSTR(name, 32, 4) ||
+    '-' ||
+    SUBSTR(name, 36, 4) ||
+    '-' ||
+    SUBSTR(name, 40, 4) ||
+    '-' ||
+    SUBSTR(name, 44, 12)
+WHERE name LIKE '%!carryover-%' AND LENGTH(name) = 55;
+
+UPDATE spreadsheet_cells SET expr = SUBSTR(expr, 2) WHERE name LIKE '%!carryover-%';
+
+COMMIT;

package/migrations/1582384163573_cleared.sql

@@ -0,0 +1,6 @@
+BEGIN TRANSACTION;
+
+ALTER TABLE transactions ADD COLUMN cleared INTEGER DEFAULT 1;
+ALTER TABLE transactions ADD COLUMN pending INTEGER DEFAULT 0;
+
+COMMIT;

package/migrations/1597756566448_rules.sql

@@ -0,0 +1,10 @@
+BEGIN TRANSACTION;
+
+CREATE TABLE rules
+  (id TEXT PRIMARY KEY,
+   stage TEXT,
+   conditions TEXT,
+   actions TEXT,
+   tombstone INTEGER DEFAULT 0);
+
+COMMIT;

package/migrations/1608652596043_parent_field.sql

@@ -0,0 +1,13 @@
+BEGIN TRANSACTION;
+
+ALTER TABLE transactions ADD COLUMN parent_id TEXT;
+
+UPDATE transactions SET
+  parent_id = CASE
+    WHEN isChild THEN SUBSTR(id, 1, INSTR(id, '/') - 1)
+    ELSE NULL
+  END;
+
+CREATE INDEX trans_parent_id ON transactions(parent_id);
+
+COMMIT;

package/migrations/1608652596044_trans_views.sql

@@ -0,0 +1,56 @@
+BEGIN TRANSACTION;
+
+DROP VIEW IF EXISTS v_transactions_layer2;
+CREATE VIEW v_transactions_layer2 AS
+SELECT
+  t.id AS id,
+  t.isParent AS is_parent,
+  t.isChild AS is_child,
+  t.acct AS account,
+  CASE WHEN t.isChild = 0 THEN NULL ELSE t.parent_id END AS parent_id,
+  CASE WHEN t.isParent = 1 THEN NULL ELSE cm.transferId END AS category,
+  pm.targetId AS payee,
+  t.imported_description AS imported_payee,
+  IFNULL(t.amount, 0) AS amount,
+  t.notes AS notes,
+  t.date AS date,
+  t.financial_id AS imported_id,
+  t.error AS error,
+  t.starting_balance_flag AS starting_balance_flag,
+  t.transferred_id AS transfer_id,
+  t.sort_order AS sort_order,
+  t.cleared AS cleared,
+  t.tombstone AS tombstone
+FROM transactions t
+LEFT JOIN category_mapping cm ON cm.id = t.category
+LEFT JOIN payee_mapping pm ON pm.id = t.description
+WHERE
+  t.date IS NOT NULL AND
+  t.acct IS NOT NULL;
+
+CREATE INDEX trans_sorted ON transactions(date desc, starting_balance_flag, sort_order desc, id);
+
+DROP VIEW IF EXISTS v_transactions_layer1;
+CREATE VIEW v_transactions_layer1 AS
+SELECT t.* FROM v_transactions_layer2 t
+LEFT JOIN transactions t2 ON (t.is_child = 1 AND t2.id = t.parent_id)
+WHERE IFNULL(t.tombstone, 0) = 0 AND IFNULL(t2.tombstone, 0) = 0;
+
+DROP VIEW IF EXISTS v_transactions;
+CREATE VIEW v_transactions AS
+SELECT t.* FROM v_transactions_layer1 t
+ORDER BY t.date desc, t.starting_balance_flag, t.sort_order desc, t.id;
+
+
+DROP VIEW IF EXISTS v_categories;
+CREATE VIEW v_categories AS
+SELECT
+  id,
+  name,
+  is_income,
+  cat_group AS "group",
+  sort_order,
+  tombstone
+FROM categories;
+
+COMMIT;

package/migrations/1612625548236_optimize.sql

@@ -0,0 +1,7 @@
+BEGIN TRANSACTION;
+
+CREATE INDEX messages_crdt_search ON messages_crdt(dataset, row, column, timestamp);
+
+ANALYZE;
+
+COMMIT;

package/migrations/1614782639336_trans_views2.sql

@@ -0,0 +1,33 @@
+BEGIN TRANSACTION;
+
+-- This adds the isChild/parent_id constraint in `where`
+DROP VIEW IF EXISTS v_transactions_layer2;
+CREATE VIEW v_transactions_layer2 AS
+SELECT
+  t.id AS id,
+  t.isParent AS is_parent,
+  t.isChild AS is_child,
+  t.acct AS account,
+  CASE WHEN t.isChild = 0 THEN NULL ELSE t.parent_id END AS parent_id,
+  CASE WHEN t.isParent = 1 THEN NULL ELSE cm.transferId END AS category,
+  pm.targetId AS payee,
+  t.imported_description AS imported_payee,
+  IFNULL(t.amount, 0) AS amount,
+  t.notes AS notes,
+  t.date AS date,
+  t.financial_id AS imported_id,
+  t.error AS error,
+  t.starting_balance_flag AS starting_balance_flag,
+  t.transferred_id AS transfer_id,
+  t.sort_order AS sort_order,
+  t.cleared AS cleared,
+  t.tombstone AS tombstone
+FROM transactions t
+LEFT JOIN category_mapping cm ON cm.id = t.category
+LEFT JOIN payee_mapping pm ON pm.id = t.description
+WHERE
+  t.date IS NOT NULL AND
+  t.acct IS NOT NULL AND
+  (t.isChild = 0 OR t.parent_id IS NOT NULL);
+
+COMMIT;

package/migrations/1615745967948_meta.sql

@@ -0,0 +1,10 @@
+BEGIN TRANSACTION;
+
+CREATE TABLE __meta__ (key TEXT PRIMARY KEY, value TEXT);
+
+DROP VIEW IF EXISTS v_transactions_layer2;
+DROP VIEW IF EXISTS v_transactions_layer1;
+DROP VIEW IF EXISTS v_transactions;
+DROP VIEW IF EXISTS v_categories;
+
+COMMIT;

package/migrations/1616167010796_accounts_order.sql

@@ -0,0 +1,5 @@
+BEGIN TRANSACTION;
+
+ALTER TABLE accounts ADD COLUMN sort_order REAL;
+
+COMMIT;

package/migrations/1618975177358_schedules.sql

@@ -0,0 +1,28 @@
+BEGIN TRANSACTION;
+
+CREATE TABLE schedules
+  (id TEXT PRIMARY KEY,
+   rule TEXT,
+   active INTEGER DEFAULT 0,
+   completed INTEGER DEFAULT 0,
+   posts_transaction INTEGER DEFAULT 0,
+   tombstone INTEGER DEFAULT 0);
+
+CREATE TABLE schedules_next_date
+  (id TEXT PRIMARY KEY,
+   schedule_id TEXT,
+   local_next_date INTEGER,
+   local_next_date_ts INTEGER,
+   base_next_date INTEGER,
+   base_next_date_ts INTEGER);
+
+CREATE TABLE schedules_json_paths
+  (schedule_id TEXT PRIMARY KEY,
+   payee TEXT,
+   account TEXT,
+   amount TEXT,
+   date TEXT);
+
+ALTER TABLE transactions ADD COLUMN schedule TEXT;
+
+COMMIT;

package/migrations/1632571489012_remove_cache.js

@@ -0,0 +1,136 @@
+export default async function runMigration(db) {
+  function getValue(node) {
+    return node.expr != null ? node.expr : node.cachedValue;
+  }
+
+  db.execQuery(`
+CREATE TABLE zero_budget_months
+  (id TEXT PRIMARY KEY,
+   buffered INTEGER DEFAULT 0);
+
+CREATE TABLE zero_budgets
+  (id TEXT PRIMARY KEY,
+   month INTEGER,
+   category TEXT,
+   amount INTEGER DEFAULT 0,
+   carryover INTEGER DEFAULT 0);
+
+CREATE TABLE reflect_budgets
+  (id TEXT PRIMARY KEY,
+   month INTEGER,
+   category TEXT,
+   amount INTEGER DEFAULT 0,
+   carryover INTEGER DEFAULT 0);
+
+CREATE TABLE notes
+  (id TEXT PRIMARY KEY,
+   note TEXT);
+
+CREATE TABLE kvcache (key TEXT PRIMARY KEY, value TEXT);
+CREATE TABLE kvcache_key (id INTEGER PRIMARY KEY, key REAL);
+`);
+
+  // Migrate budget amounts and carryover
+  const budget = db.runQuery(
+    `SELECT * FROM spreadsheet_cells WHERE name LIKE 'budget%!budget-%'`,
+    [],
+    true,
+  );
+  db.transaction(() => {
+    budget.forEach(monthBudget => {
+      const match = monthBudget.name.match(
+        /^(budget-report|budget)(\d+)!budget-(.+)$/,
+      );
+      if (match == null) {
+        console.log('Warning: invalid budget month name', monthBudget.name);
+        return;
+      }
+
+      const type = match[1];
+      const month = match[2].slice(0, 4) + '-' + match[2].slice(4);
+      const dbmonth = parseInt(match[2]);
+      const cat = match[3];
+
+      let amount = parseInt(getValue(monthBudget));
+      if (isNaN(amount)) {
+        amount = 0;
+      }
+
+      const sheetName = monthBudget.name.split('!')[0];
+      const carryover = db.runQuery(
+        'SELECT * FROM spreadsheet_cells WHERE name = ?',
+        [`${sheetName}!carryover-${cat}`],
+        true,
+      );
+
+      const table =
+        type === 'budget-report' ? 'reflect_budgets' : 'zero_budgets';
+      db.runQuery(
+        `INSERT INTO ${table} (id, month, category, amount, carryover) VALUES (?, ?, ?, ?, ?)`,
+        [
+          `${month}-${cat}`,
+          dbmonth,
+          cat,
+          amount,
+          carryover.length > 0 && getValue(carryover[0]) === 'true' ? 1 : 0,
+        ],
+      );
+    });
+  });
+
+  // Migrate buffers
+  const buffers = db.runQuery(
+    `SELECT * FROM spreadsheet_cells WHERE name LIKE 'budget%!buffered'`,
+    [],
+    true,
+  );
+  db.transaction(() => {
+    buffers.forEach(buffer => {
+      const match = buffer.name.match(/^budget(\d+)!buffered$/);
+      if (match) {
+        const month = match[1].slice(0, 4) + '-' + match[1].slice(4);
+        let amount = parseInt(getValue(buffer));
+        if (isNaN(amount)) {
+          amount = 0;
+        }
+
+        db.runQuery(
+          `INSERT INTO zero_budget_months (id, buffered) VALUES (?, ?)`,
+          [month, amount],
+        );
+      }
+    });
+  });
+
+  // Migrate notes
+  const notes = db.runQuery(
+    `SELECT * FROM spreadsheet_cells WHERE name LIKE 'notes!%'`,
+    [],
+    true,
+  );
+
+  const parseNote = str => {
+    try {
+      const value = JSON.parse(str);
+      return value && value !== '' ? value : null;
+    } catch {
+      return null;
+    }
+  };
+
+  db.transaction(() => {
+    notes.forEach(note => {
+      const parsed = parseNote(getValue(note));
+      if (parsed) {
+        const [, id] = note.name.split('!');
+        db.runQuery(`INSERT INTO notes (id, note) VALUES (?, ?)`, [id, parsed]);
+      }
+    });
+  });
+
+  db.execQuery(`
+    DROP TABLE spreadsheet_cells;
+    ANALYZE;
+    VACUUM;
+  `);
+}

package/migrations/1679728867040_rules_conditions.sql

@@ -0,0 +1,5 @@
+BEGIN TRANSACTION;
+
+ALTER TABLE rules ADD COLUMN conditions_op TEXT DEFAULT 'and';
+
+COMMIT;

package/migrations/1681115033845_add_schedule_name.sql

@@ -0,0 +1,5 @@
+BEGIN TRANSACTION;
+
+ALTER TABLE schedules ADD COLUMN name TEXT DEFAULT NULL;
+
+COMMIT;

package/migrations/1682974838138_remove_payee_rules.sql

@@ -0,0 +1,5 @@
+BEGIN TRANSACTION;
+
+DROP TABLE payee_rules;
+
+COMMIT;

package/migrations/1685007876842_add_category_hidden.sql

@@ -0,0 +1,6 @@
+BEGIN TRANSACTION;
+
+ALTER TABLE categories ADD COLUMN hidden BOOLEAN NOT NULL DEFAULT 0;
+ALTER TABLE category_groups ADD COLUMN hidden BOOLEAN NOT NULL DEFAULT 0;
+
+COMMIT;

package/migrations/1686139660866_remove_account_type.sql

@@ -0,0 +1,5 @@
+BEGIN TRANSACTION;
+
+ALTER TABLE accounts DROP COLUMN type;
+
+COMMIT;

package/migrations/1688749527273_transaction_filters.sql

@@ -0,0 +1,10 @@
+BEGIN TRANSACTION;
+
+CREATE TABLE transaction_filters
+  (id TEXT PRIMARY KEY,
+   name TEXT,
+   conditions TEXT,
+   conditions_op TEXT DEFAULT 'and',
+   tombstone INTEGER DEFAULT 0);
+
+COMMIT;

package/migrations/1688841238000_add_account_type.sql

@@ -0,0 +1,5 @@
+BEGIN TRANSACTION;
+
+ALTER TABLE accounts ADD COLUMN type TEXT;
+
+COMMIT;

package/migrations/1691233396000_add_schedule_next_date_tombstone.sql

@@ -0,0 +1,5 @@
+BEGIN TRANSACTION;
+
+ALTER TABLE schedules_next_date ADD COLUMN tombstone INTEGER DEFAULT 0;
+
+COMMIT;

package/migrations/1694438752000_add_goal_targets.sql

@@ -0,0 +1,7 @@
+BEGIN TRANSACTION;
+
+ALTER TABLE zero_budgets ADD column goal INTEGER DEFAULT null;
+ALTER TABLE reflect_budgets ADD column goal INTEGER DEFAULT null;
+ALTER TABLE categories ADD column goal_def TEXT DEFAULT null;
+
+COMMIT;

package/migrations/1697046240000_add_reconciled.sql

@@ -0,0 +1,5 @@
+BEGIN TRANSACTION;
+
+ALTER TABLE transactions ADD COLUMN reconciled INTEGER DEFAULT 0;
+
+COMMIT;

package/migrations/1704572023730_add_account_sync_source.sql

@@ -0,0 +1,5 @@
+BEGIN TRANSACTION;
+
+ALTER TABLE accounts ADD COLUMN account_sync_source TEXT;
+
+COMMIT;

package/migrations/1704572023731_add_missing_goCardless_sync_source.sql

@@ -0,0 +1,9 @@
+BEGIN TRANSACTION;
+
+UPDATE accounts
+SET
+  account_sync_source = 'goCardless'
+WHERE account_id IS NOT NULL
+  AND account_sync_source IS NULL;
+
+COMMIT;

package/migrations/1707267033000_reports.sql

@@ -0,0 +1,28 @@
+BEGIN TRANSACTION;
+
+CREATE TABLE custom_reports
+  (
+    id TEXT PRIMARY KEY,
+    name TEXT,
+    start_date TEXT,
+    end_date TEXT,
+    date_static INTEGER DEFAULT 0,
+    date_range TEXT,
+    mode TEXT DEFAULT 'total',
+    group_by TEXT DEFAULT 'Category',
+    balance_type TEXT DEFAULT 'Expense',
+    show_empty INTEGER DEFAULT 0,
+    show_offbudget INTEGER DEFAULT 0,
+    show_hidden INTEGER DEFAULT 0,
+    show_uncategorized INTEGER DEFAULT 0,
+    selected_categories TEXT,
+    graph_type TEXT DEFAULT 'BarGraph',
+    conditions TEXT,
+    conditions_op TEXT DEFAULT 'and',
+    metadata TEXT,
+    interval TEXT DEFAULT 'Monthly',
+    color_scheme TEXT,
+    tombstone INTEGER DEFAULT 0
+  );
+
+COMMIT;

package/migrations/1712784523000_unhide_input_group.sql

@@ -0,0 +1,8 @@
+BEGIN TRANSACTION;
+
+UPDATE category_groups
+SET
+  hidden = 0
+WHERE is_income = 1;
+
+COMMIT;

package/migrations/1716359441000_include_current.sql

@@ -0,0 +1,5 @@
+BEGIN TRANSACTION;
+
+ALTER TABLE custom_reports ADD COLUMN include_current INTEGER DEFAULT 0;
+
+COMMIT;

package/migrations/1720310586000_link_transfer_schedules.sql

@@ -0,0 +1,19 @@
+BEGIN TRANSACTION;
+
+UPDATE transactions AS t1
+SET schedule = (
+    SELECT t2.schedule FROM transactions AS t2
+    WHERE t2.id = t1.transferred_id
+      AND t2.schedule IS NOT NULL
+    LIMIT 1
+)
+WHERE t1.schedule IS NULL
+AND t1.transferred_id IS NOT NULL
+AND EXISTS (
+  SELECT 1 FROM transactions AS t2
+  WHERE t2.id = t1.transferred_id
+    AND t2.schedule IS NOT NULL
+  LIMIT 1
+);
+
+COMMIT;

package/migrations/1720664867241_add_payee_favorite.sql

@@ -0,0 +1,5 @@
+BEGIN TRANSACTION;
+
+ALTER TABLE payees ADD COLUMN favorite INTEGER DEFAULT 0 DEFAULT FALSE;
+
+COMMIT;

package/migrations/1720665000000_goal_context.sql

@@ -0,0 +1,6 @@
+BEGIN TRANSACTION;
+
+ALTER TABLE zero_budgets ADD COLUMN long_goal INTEGER DEFAULT null;
+ALTER TABLE reflect_budgets ADD COLUMN long_goal INTEGER DEFAULT null;
+
+COMMIT;