@actual-app/core 26.3.0

package/migrations/1722717601000_reports_move_selected_categories.js

@@ -0,0 +1,55 @@
+export default async function runMigration(db) {
+  const categories = db.runQuery(
+    'SELECT id FROM categories WHERE tombstone = 0',
+    [],
+    true,
+  );
+
+  const customReports = db.runQuery(
+    'SELECT id, selected_categories, conditions FROM custom_reports WHERE tombstone = 0 AND selected_categories IS NOT NULL',
+    [],
+    true,
+  );
+
+  // Move all `selected_categories` to `conditions` if possible.. otherwise skip
+  for (const report of customReports) {
+    const conditions = report.conditions ? JSON.parse(report.conditions) : [];
+    const selectedCategories = report.selected_categories
+      ? JSON.parse(report.selected_categories)
+      : [];
+    const selectedCategoryIds = selectedCategories.map(({ id }) => id);
+
+    const areAllCategoriesSelected = !categories.find(
+      ({ id }) => !selectedCategoryIds.includes(id),
+    );
+
+    // Do nothing if all categories are selected.. we don't need to add a new condition for that
+    if (areAllCategoriesSelected) {
+      continue;
+    }
+
+    // If `conditions` already has a "category" filter - skip the entry
+    if (conditions.find(({ field }) => field === 'category')) {
+      continue;
+    }
+
+    // Append a new condition with the selected category IDs
+    db.runQuery('UPDATE custom_reports SET conditions = ? WHERE id = ?', [
+      JSON.stringify([
+        ...conditions,
+        {
+          field: 'category',
+          op: 'oneOf',
+          value: selectedCategoryIds,
+          type: 'id',
+        },
+      ]),
+      report.id,
+    ]);
+  }
+
+  // Remove all the `selectedCategories` values - we don't need them anymore
+  db.runQuery(
+    'UPDATE custom_reports SET selected_categories = NULL WHERE tombstone = 0',
+  );
+}

package/migrations/1722804019000_create_dashboard_table.js

@@ -0,0 +1,69 @@
+import { v4 as uuidv4 } from 'uuid';
+
+import { DEFAULT_DASHBOARD_STATE } from '../src/shared/dashboard';
+
+export default async function runMigration(db) {
+  db.transaction(() => {
+    const reports = db.runQuery(
+      'SELECT id FROM custom_reports WHERE tombstone = 0 ORDER BY name COLLATE NOCASE ASC',
+      [],
+      true,
+    );
+
+    db.execQuery(`
+      CREATE TABLE dashboard
+        (id TEXT PRIMARY KEY,
+         type TEXT,
+         width INTEGER,
+         height INTEGER,
+         x INTEGER,
+         y INTEGER,
+         meta TEXT,
+         tombstone INTEGER DEFAULT 0);
+    `);
+
+    if (reports.length === 0) {
+      DEFAULT_DASHBOARD_STATE.forEach(widget => {
+        db.runQuery(
+          `INSERT INTO dashboard (id, type, width, height, x, y, meta) VALUES (?, ?, ?, ?, ?, ?, ?)`,
+          [
+            uuidv4(),
+            widget.type,
+            widget.width,
+            widget.height,
+            widget.x,
+            widget.y,
+            widget.meta !== undefined && widget.meta !== null
+              ? JSON.stringify(widget.meta)
+              : null,
+          ],
+        );
+      });
+      return;
+    }
+
+    db.execQuery(`
+      INSERT INTO dashboard (id, type, width, height, x, y)
+      VALUES
+        ('${uuidv4()}', 'net-worth-card', 8, 2, 0, 0),
+        ('${uuidv4()}', 'cash-flow-card', 4, 2, 8, 0),
+        ('${uuidv4()}', 'spending-card', 4, 2, 0, 2);
+    `);
+
+    // Add custom reports to the dashboard
+    reports.forEach((report, id) => {
+      db.runQuery(
+        `INSERT INTO dashboard (id, type, width, height, x, y, meta) VALUES (?, ?, ?, ?, ?, ?, ?)`,
+        [
+          uuidv4(),
+          'custom-report',
+          4,
+          2,
+          (id * 4) % 12,
+          2 + Math.floor(id / 3) * 2,
+          JSON.stringify({ id: report.id }),
+        ],
+      );
+    });
+  });
+}

package/migrations/1723665565000_prefs.js

@@ -0,0 +1,59 @@
+const SYNCED_PREF_KEYS = [
+  'firstDayOfWeekIdx',
+  'dateFormat',
+  'numberFormat',
+  'hideFraction',
+  'isPrivacyEnabled',
+  /^show-extra-balances-/,
+  /^hide-cleared-/,
+  /^parse-date-/,
+  /^csv-mappings-/,
+  /^csv-delimiter-/,
+  /^csv-has-header-/,
+  /^ofx-fallback-missing-payee-/,
+  /^flip-amount-/,
+  'budgetType',
+  /^flags\./,
+];
+
+export default async function runMigration(db, { fs, fileId }) {
+  await db.execQuery(`
+    CREATE TABLE preferences
+       (id TEXT PRIMARY KEY,
+        value TEXT);
+  `);
+
+  try {
+    const budgetDir = fs.getBudgetDir(fileId);
+    const fullpath = fs.join(budgetDir, 'metadata.json');
+
+    const prefs = JSON.parse(await fs.readFile(fullpath));
+
+    if (typeof prefs !== 'object') {
+      return;
+    }
+
+    await Promise.all(
+      Object.keys(prefs).map(async key => {
+        // Check if the current key is of synced-keys type
+        if (
+          !SYNCED_PREF_KEYS.find(keyMatcher =>
+            keyMatcher instanceof RegExp
+              ? keyMatcher.test(key)
+              : keyMatcher === key,
+          )
+        ) {
+          return;
+        }
+
+        // insert the synced prefs in the new table
+        db.runQuery('INSERT INTO preferences (id, value) VALUES (?, ?)', [
+          key,
+          String(prefs[key]),
+        ]);
+      }),
+    );
+  } catch {
+    // Do nothing
+  }
+}

package/migrations/1730744182000_fix_dashboard_table.sql

@@ -0,0 +1,7 @@
+BEGIN TRANSACTION;
+
+UPDATE dashboard
+SET tombstone = 1
+WHERE type is NULL;
+
+COMMIT;

package/migrations/1736640000000_custom_report_sorting.sql

@@ -0,0 +1,7 @@
+BEGIN TRANSACTION;
+
+ALTER TABLE custom_reports ADD COLUMN sort_by TEXT DEFAULT 'Descending';
+UPDATE custom_reports SET sort_by = 'Descending';
+UPDATE custom_reports SET sort_by = 'Budget' where graph_type = 'TableGraph';
+
+COMMIT;

package/migrations/1737158400000_add_learn_categories_to_payees.sql

@@ -0,0 +1,5 @@
+BEGIN TRANSACTION;
+
+ALTER TABLE payees ADD COLUMN learn_categories BOOLEAN DEFAULT 1;
+
+COMMIT;

package/migrations/1738491452000_sorting_rename.sql

@@ -0,0 +1,13 @@
+BEGIN TRANSACTION;
+
+ALTER TABLE custom_reports RENAME COLUMN sort_by TO sort_by_old;
+ALTER TABLE custom_reports ADD COLUMN sort_by TEXT DEFAULT 'desc';
+
+UPDATE custom_reports SET sort_by = 'desc' where sort_by_old = 'Descending';
+UPDATE custom_reports SET sort_by = 'asc' where sort_by_old = 'Ascending';
+UPDATE custom_reports SET sort_by = 'budget' where sort_by_old = 'Budget';
+UPDATE custom_reports SET sort_by = 'name' where sort_by_old = 'Name';
+
+ALTER TABLE custom_reports DROP COLUMN sort_by_old;
+
+COMMIT;

package/migrations/1739139550000_bank_sync_page.sql

@@ -0,0 +1,7 @@
+BEGIN TRANSACTION;
+
+ALTER TABLE accounts ADD COLUMN last_sync text;
+
+ALTER TABLE transactions ADD COLUMN raw_synced_data text;
+
+COMMIT;

package/migrations/1740506588539_add_last_reconciled_at.sql

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

package/migrations/1745425408000_update_budgetType_pref.sql

@@ -0,0 +1,7 @@
+BEGIN TRANSACTION;
+
+UPDATE preferences
+SET value = CASE WHEN id = 'budgetType' AND value = 'report' THEN 'tracking' ELSE 'envelope' END
+WHERE id = 'budgetType';
+
+COMMIT;

package/migrations/1749799110000_add_tags.sql

@@ -0,0 +1,10 @@
+BEGIN TRANSACTION;
+
+CREATE TABLE tags(
+  id TEXT PRIMARY KEY,
+  tag TEXT UNIQUE,
+  color TEXT,
+  description TEXT
+);
+
+COMMIT

package/migrations/1749799110001_tags_tombstone.sql

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

package/migrations/1754611200000_add_category_template_settings.sql

@@ -0,0 +1,5 @@
+-- Add a column to track where a category's automation templates come from
+-- Allowed values for source (by convention): 'notes' | 'ui'
+ALTER TABLE categories ADD COLUMN template_settings JSON DEFAULT '{"source": "notes"}';
+
+UPDATE categories SET template_settings = '{"source": "ui"}' WHERE template_settings IS NULL;

package/migrations/1759260219000_add_trim_interval_report_setting.sql

@@ -0,0 +1,6 @@
+-- Migration: Add trim_intervals column to custom_reports table
+BEGIN TRANSACTION;
+
+ALTER TABLE custom_reports ADD COLUMN trim_intervals INTEGER DEFAULT 0;
+
+COMMIT;

package/migrations/1759842823172_add_isGlobal_to_preferences.sql

@@ -0,0 +1 @@
+-- Migration removed because it was not needed

package/migrations/1762178745667_rename_csv_skip_lines_pref.sql

@@ -0,0 +1,8 @@
+BEGIN TRANSACTION;
+
+-- Rename csv-skip-lines-* preferences to csv-skip-start-lines-*
+UPDATE preferences
+SET id = REPLACE(id, 'csv-skip-lines-', 'csv-skip-start-lines-')
+WHERE id LIKE 'csv-skip-lines-%';
+
+COMMIT;

package/migrations/1765518577215_multiple_dashboards.js

@@ -0,0 +1,30 @@
+import { v4 as uuidv4 } from 'uuid';
+
+export default async function runMigration(db) {
+  db.transaction(() => {
+    // 1. Create dashboards table
+    db.execQuery(`
+      CREATE TABLE dashboard_pages
+        (id TEXT PRIMARY KEY,
+         name TEXT,
+         tombstone INTEGER DEFAULT 0);
+    `);
+
+    // 2. Add dashboard_page_id to dashboard (widgets) table
+    db.execQuery(`
+      ALTER TABLE dashboard ADD COLUMN dashboard_page_id TEXT;
+    `);
+
+    // 3. Create a default dashboard
+    const defaultDashboardId = uuidv4();
+    db.runQuery(`INSERT INTO dashboard_pages (id, name) VALUES (?, ?)`, [
+      defaultDashboardId,
+      'Main',
+    ]);
+
+    // 4. Migrate existing widgets to the default dashboard
+    db.runQuery(`UPDATE dashboard SET dashboard_page_id = ?`, [
+      defaultDashboardId,
+    ]);
+  });
+}

package/migrations/1768872504000_add_payee_locations.sql

@@ -0,0 +1,21 @@
+BEGIN TRANSACTION;
+
+    CREATE TABLE IF NOT EXISTS payee_locations (
+      id TEXT PRIMARY KEY,
+      payee_id TEXT,
+      latitude REAL,
+      longitude REAL,
+      created_at INTEGER,
+      tombstone INTEGER DEFAULT 0
+    );
+
+    -- Create index on payee_id for faster lookups
+    CREATE INDEX IF NOT EXISTS idx_payee_locations_payee_id ON payee_locations (payee_id);
+
+    -- Create index on created_at for time-based queries
+    CREATE INDEX IF NOT EXISTS idx_payee_locations_tombstone_payee_created ON payee_locations (tombstone, payee_id, created_at);
+
+    -- Create geospatial composite index with tombstone for location-based queries
+    CREATE INDEX IF NOT EXISTS idx_payee_locations_geo_tombstone ON payee_locations (tombstone, latitude, longitude);
+
+COMMIT;

package/package.json

@@ -0,0 +1,128 @@
+{
+  "name": "@actual-app/core",
+  "version": "26.3.0",
+  "description": "",
+  "license": "ISC",
+  "imports": {
+    "#*": [
+      "./src/*.ts",
+      "./src/*.tsx",
+      "./src/*/index.ts",
+      "./src/*/index.tsx"
+    ]
+  },
+  "exports": {
+    "./client/accounts/*": "./src/client/accounts/*.ts",
+    "./client/app/*": "./src/client/app/*.ts",
+    "./client/budgets/*": "./src/client/budgets/*.ts",
+    "./client/data-hooks/schedules": "./src/client/data-hooks/schedules.tsx",
+    "./client/data-hooks/*": "./src/client/data-hooks/*.ts",
+    "./client/modals/*": "./src/client/modals/*.ts",
+    "./client/notifications/*": "./src/client/notifications/*.ts",
+    "./client/prefs/*": "./src/client/prefs/*.ts",
+    "./client/queries/*": "./src/client/queries/*.ts",
+    "./client/redux": "./src/client/redux/index.ts",
+    "./client/store": "./src/client/store/index.ts",
+    "./client/store/mock": "./src/client/store/mock.ts",
+    "./client/users/*": "./src/client/users/*.ts",
+    "./client/platform": {
+      "node": "./src/client/platform.electron.ts",
+      "default": "./src/client/platform.web.ts"
+    },
+    "./client/queries": "./src/client/queries.ts",
+    "./client/query-helpers": "./src/client/query-helpers.ts",
+    "./client/query-hooks": "./src/client/query-hooks.ts",
+    "./client/reports": "./src/client/reports.ts",
+    "./client/shared-listeners": "./src/client/shared-listeners.ts",
+    "./client/SpreadsheetProvider": "./src/client/SpreadsheetProvider.tsx",
+    "./client/transfer": "./src/client/transfer.ts",
+    "./client/undo": "./src/client/undo.ts",
+    "./mocks": "./src/mocks/index.ts",
+    "./platform/client/connection": {
+      "electron": "./src/platform/client/connection/index.ts",
+      "default": "./src/platform/client/connection/index.browser.ts"
+    },
+    "./platform/client/undo": "./src/platform/client/undo/index.ts",
+    "./platform/exceptions": "./src/platform/exceptions/index.ts",
+    "./platform/server/asyncStorage": "./src/platform/server/asyncStorage/index.ts",
+    "./platform/server/connection": "./src/platform/server/connection/index.ts",
+    "./platform/server/fetch": "./src/platform/server/fetch/index.ts",
+    "./platform/server/fs": "./src/platform/server/fs/index.ts",
+    "./platform/server/log": "./src/platform/server/log/index.ts",
+    "./platform/server/sqlite": "./src/platform/server/sqlite/index.ts",
+    "./server/budget/types/*": "./src/server/budget/types/*.d.ts",
+    "./server/*": "./src/server/*.ts",
+    "./shared/*": "./src/shared/*.ts",
+    "./types/models": "./src/types/models/index.ts",
+    "./types/*": "./src/types/*.ts",
+    "./typings/*": "./typings/*.ts",
+    "./lib-dist/electron/bundle.desktop.js": "./lib-dist/electron/bundle.desktop.js"
+  },
+  "scripts": {
+    "build:node": "cross-env NODE_ENV=production vite build --config ./vite.desktop.config.ts",
+    "watch:node": "cross-env NODE_ENV=development vite build --config ./vite.desktop.config.ts --watch",
+    "build:browser": "cross-env NODE_ENV=production ./bin/build-browser",
+    "watch:browser": "cross-env NODE_ENV=development ./bin/build-browser",
+    "generate:i18n": "i18next",
+    "test": "npm-run-all -cp 'test:*'",
+    "test:node": "ENV=node vitest --run",
+    "test:web": "ENV=web vitest --run -c vitest.web.config.ts",
+    "typecheck": "tsc -b && tsc-strict"
+  },
+  "dependencies": {
+    "@jlongster/sql.js": "^1.6.7",
+    "@reduxjs/toolkit": "^2.11.2",
+    "@rschedule/core": "^1.5.0",
+    "@rschedule/json-tools": "^1.5.0",
+    "@rschedule/standard-date-adapter": "^1.5.0",
+    "absurd-sql": "0.0.54",
+    "adm-zip": "patch:adm-zip@npm%3A0.5.16#~/.yarn/patches/adm-zip-npm-0.5.16-4556fea098.patch",
+    "better-sqlite3": "^12.6.2",
+    "csv-parse": "^6.1.0",
+    "csv-stringify": "^6.6.0",
+    "date-fns": "^4.1.0",
+    "handlebars": "^4.7.8",
+    "lru-cache": "^11.2.5",
+    "md5": "^2.3.0",
+    "memoize-one": "^6.0.0",
+    "mitt": "^3.0.1",
+    "promise-retry": "^2.0.1",
+    "slash": "5.1.0",
+    "typescript": "^5.9.3",
+    "typescript-strict-plugin": "^2.4.4",
+    "ua-parser-js": "^2.0.9",
+    "uuid": "^13.0.0"
+  },
+  "devDependencies": {
+    "@actual-app/crdt": "workspace:*",
+    "@swc/core": "^1.15.11",
+    "@types/adm-zip": "^0.5.7",
+    "@types/better-sqlite3": "^7.6.13",
+    "@types/emscripten": "^1.41.5",
+    "@types/jlongster__sql.js": "npm:@types/sql.js@latest",
+    "@types/node": "^22.19.10",
+    "@types/pegjs": "^0.10.6",
+    "assert": "^2.1.0",
+    "browserify-zlib": "^0.2.0",
+    "buffer": "^6.0.3",
+    "cross-env": "^10.1.0",
+    "fake-indexeddb": "^6.2.5",
+    "fast-check": "4.5.3",
+    "i18next": "^25.8.4",
+    "jest-diff": "^30.2.0",
+    "jsverify": "^0.8.4",
+    "mockdate": "^3.0.5",
+    "npm-run-all": "^4.1.5",
+    "path-browserify": "^1.0.1",
+    "peggy": "5.0.6",
+    "rollup-plugin-visualizer": "^6.0.5",
+    "stream-browserify": "^3.0.0",
+    "ts-node": "^10.9.2",
+    "typescript": "^5.9.3",
+    "vite": "^7.3.1",
+    "vite-plugin-node-polyfills": "^0.25.0",
+    "vite-plugin-peggy-loader": "^2.0.1",
+    "vitest": "^4.0.18",
+    "yargs": "^18.0.0"
+  }
+}

package/src/mocks/arbitrary-schema.ts

@@ -0,0 +1,162 @@
+// @ts-strict-ignore
+import fc from 'fast-check';
+import type { Arbitrary } from 'fast-check';
+
+import { schema } from '../server/aql';
+import { addDays } from '../shared/months';
+
+export function typeArbitrary(typeDesc, name?) {
+  let arb;
+  switch (typeDesc.type) {
+    case 'id':
+      arb = fc.uuid();
+      break;
+    case 'boolean':
+      arb = fc.boolean();
+      break;
+    case 'integer':
+      arb = fc.integer();
+      break;
+    case 'float':
+      arb = fc.float();
+      break;
+    case 'string':
+      arb = fc.string();
+      break;
+    case 'date':
+      arb = fc.integer({ min: 0, max: 365 * 4 }).map(n => {
+        return addDays('2018-01-01', n);
+      });
+      break;
+    case 'json':
+      arb = fc.constant(null);
+      break;
+    default:
+      throw new Error('Unknown schema field type: ' + typeDesc.type);
+  }
+
+  if (!typeDesc.required && name !== 'id') {
+    return fc.option(arb).map(val => {
+      if (val == null) {
+        if (typeDesc.default !== undefined) {
+          return typeof typeDesc.default === 'function'
+            ? typeDesc.default()
+            : typeDesc.default;
+        } else if (typeDesc.type === 'boolean') {
+          return false;
+        }
+      }
+      return val;
+    });
+  }
+  return arb;
+}
+
+export function flattenSortTransactions(arr) {
+  const flattened = arr.reduce((list, trans) => {
+    const { subtransactions, ...fields } = trans;
+
+    if (subtransactions.length > 0) {
+      list.push({
+        ...fields,
+        is_parent: true,
+        is_child: false,
+        parent_id: null,
+      });
+      subtransactions.forEach(subtrans => {
+        list.push({
+          ...subtrans,
+          is_parent: false,
+          is_child: true,
+          parent_id: trans.id,
+          date: trans.date,
+          account: trans.account,
+        });
+      });
+    } else {
+      list.push({
+        ...fields,
+        is_parent: false,
+        is_child: false,
+        parent_id: null,
+      });
+    }
+    return list;
+  }, []);
+
+  return flattened.sort((t1, t2) => {
+    if (t1.id < t2.id) {
+      return -1;
+    } else if (t1.id > t2.id) {
+      return 1;
+    }
+    return 0;
+  });
+}
+
+function tableArbitrary<
+  T extends Record<string, { type: string; required?: boolean }>,
+  E extends Record<string, Arbitrary<unknown>>,
+>(
+  tableSchema: T,
+  extraArbs?: E,
+  requiredKeys: Array<Extract<keyof T | keyof E, string>> = [],
+) {
+  const arb = fc.record(
+    {
+      ...Object.fromEntries<T>(
+        Object.entries(tableSchema).map(([name, field]) => {
+          return [name, typeArbitrary(field, name)] as const;
+        }),
+      ),
+      // Override the amount to make it a smaller integer
+      amount: fc.integer({ min: -1000000, max: 1000000 }),
+      ...extraArbs,
+    },
+    {
+      requiredKeys: [
+        'id',
+        ...requiredKeys,
+        ...Object.keys(tableSchema).filter(name => tableSchema[name].required),
+      ],
+    },
+  );
+
+  return arb;
+}
+
+export function makeTransaction({
+  splitFreq = 1,
+  payeeIds,
+}: { splitFreq?: number; payeeIds?: string[] } = {}) {
+  const payeeField = payeeIds
+    ? { payee: fc.oneof(...payeeIds.map(id => fc.constant(id))) }
+    : null;
+
+  const subtrans = tableArbitrary(schema.transactions, payeeField);
+
+  return tableArbitrary(
+    schema.transactions,
+    {
+      ...payeeField,
+      subtransactions: fc.oneof(
+        { arbitrary: fc.constant([]), weight: 100 },
+        { arbitrary: fc.array(subtrans), weight: splitFreq * 100 },
+      ),
+    },
+    ['subtransactions'],
+  );
+}
+
+export const makeTransactionArray = (
+  options: { minLength?; maxLength?; splitFreq?; payeeIds? } = {},
+) => {
+  const { minLength, maxLength, ...transOpts } = options;
+  return fc
+    .array(makeTransaction(transOpts), { minLength, maxLength })
+    .map(arr => flattenSortTransactions(arr));
+};
+export const payee = tableArbitrary(schema.payees);
+export const account = tableArbitrary(schema.accounts);
+export const category = tableArbitrary(schema.categories);
+export const category_group = tableArbitrary(schema.category_groups);