[AI] Sync fork main with upstream/master (v26.2.1)#1
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lumberwhack merged 32 commits intomainfrom Feb 23, 2026
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* Retrofit useReports to use react-query under the hood * Add release notes for PR actualbudget#6951 * Update 6951.md * Report mutations * Fix react query cache not being cleared when switching budgets (actualbudget#6953) * Fix react query cache not being cleared when switching budgets * React does not want to export function from src/index * Release note * Use react-query is dashboard queries and mutations * Add release notes for PR actualbudget#6957 * [autofix.ci] apply automated fixes * Fix typecheck errors * Coderabbit feedback * Make error cause optional * Rename useDashboardWidgetCopyMenu and update useDashboardWidget to accept object to prevent need to default id to empty string --------- Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com> Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
* Fix operator precedence grouping for */ and +/- * Add release note for actualbudget#6993 * Fix exponent associativity and add regression test --------- Co-authored-by: Hadi Ayache <[email protected]>
* Add Tag object type definition for API docs * Add Tags nav entry to API reference sidebar * Add Tags methods and examples to API reference
…ualbudget#6909) * Add theming to charts and hence allowing custom themes on charts * Removing additional color scales for charts. * Fixed return fail over value.
* Add reports to command bar * Add release notes
…ctualbudget#6958) * Improve category server app and react query mutation error handling * Add release notes for PR actualbudget#6958 * Fix test * Fix throwing async test Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> * Do not swallow exceptions when batching messages - propagate instead * Update error type to make 'cause' optional Make 'cause' property optional in error type. --------- Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com> Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
) * Fix redirect to accounts page when no accounts exists * Add release notes for PR actualbudget#7007 * Use isFetching --------- Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
* Fix redirect to accounts page when no accounts exists * Add release notes for PR actualbudget#7007 * Use isFetching * Update useAccounts to return react query states (e.g. isPending, isFetching, etc.) * Add release notes for PR actualbudget#7009 * Delete upcoming-release-notes/7007.md * Change category from Enhancements to Maintenance Refactor `useAccounts` to improve data handling. --------- Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
* Move redux state to react-query - account states * Fix onbudget and offbudget displaying closed accounts * Move redux state to react-query - payees states * Add release notes for PR actualbudget#6880 * Replace usage of logger in desktop-client with console * Address feedback on adding default data to usePayees (actualbudget#6931) * Initial plan * Add default data to usePayees usages using inline destructuring Co-authored-by: joel-jeremy <[email protected]> --------- Co-authored-by: copilot-swe-agent[bot] <[email protected]> Co-authored-by: joel-jeremy <[email protected]> * Fix imports * Update empty payees list test * Cleanup and simplify AccountEntity definition to fix `satisfies` syntax --------- Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com> Co-authored-by: Copilot <[email protected]> Co-authored-by: joel-jeremy <[email protected]>
* Document graph color variables for custom themes Added documentation for graph color variables in custom themes. * [autofix.ci] apply automated fixes * Update custom themes documentation for clarity Clarify the impact of color palettes on custom report widget graphs and format the list of color variables. * Update packages/docs/docs/experimental/custom-themes.md Co-authored-by: Matt Fiddaman <[email protected]> * Fix color variable syntax in custom themes documentation Updated color variable syntax for chart colors in documentation. --------- Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com> Co-authored-by: Matt Fiddaman <[email protected]>
* start of reports dashboard updates * spelling * Add release notes for PR actualbudget#6976 * don't need one of these * consistent naming * bunny fixes * images * image again * extenion * fix * consistent naming * naming * fix * last one * Ill be done with this someday --------- Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
* baseline-browser-mapping (^2.9.14 → ^2.9.19) * minimatch (^10.1.1 → ^10.1.2) * lage (^2.14.15 → ^2.14.17) * react-aria-components (^1.14.0 → ^1.15.1) * @storybook/addon-a11y (^10.2.0 → ^10.2.7) * p-limit (^7.2.0 → ^7.3.0) * better-sqlite3 (^12.5.0 → ^12.6.2) * vitest (^4.0.16 → ^4.0.18) * @storybook/addon-docs (^10.2.0 → ^10.2.7) * @storybook/react-vite (^10.2.0 → ^10.2.7) * eslint-plugin-storybook (^10.2.0 → ^10.2.7) * storybook (^10.2.0 → ^10.2.7) * @codemirror/state (^6.5.3 → ^6.5.4) * @swc/core (^1.15.8 → ^1.15.11) * @tanstack/react-query (^5.90.19 → ^5.90.20) * @vitejs/plugin-basic-ssl (^2.1.3 → ^2.1.4) * @vitejs/plugin-react (^5.1.2 → ^5.1.3) * i18next (^25.7.4 → ^25.8.4) * react-aria (^3.45.0 → ^3.46.0) * react-hotkeys-hook (^5.2.1 → ^5.2.4) * react-i18next (^16.5.1 → ^16.5.4) * sass (^1.97.2 → ^1.97.3) * @easyops-cn/docusaurus-search-local (^0.52.2 → ^0.52.3) * react (^19.2.3 → ^19.2.4) * react-dom (^19.2.3 → ^19.2.4) * component lib peer deps * eslint-vitest-rule-tester (^3.0.1 → ^3.1.0) * lru-cache (^11.2.4 → ^11.2.5) * ua-parser-js (^2.0.7 → ^2.0.9) * cors (^2.8.5 → ^2.8.6) * @babel/core (^7.28.5 → ^7.29.0) * @types/node (^22.19.3 → ^22.19.10) * react (mixed → 19.2.4) * @testing-library/react (16.3.0 → 16.3.2) * react-router (7.12.0 → 7.13.0) * vite-plugin-node-polyfills (^0.24.0 → ^0.25.0) * pluggy-sdk (^0.79.0 → ^0.83.0) * note
…et#7018) Co-authored-by: Cursor <[email protected]>
* @playwright/test (1.57.0 → 1.58.2) * note * disable moving nav bar animations * vrt
* [AI] Desktop client, E2E, loot-core, sync-server and tooling updates Co-authored-by: Cursor <[email protected]> * Refactor database handling in various modules to use async/await for improved readability and error handling. This includes updates to database opening and closing methods across multiple files, ensuring consistent asynchronous behavior. Additionally, minor adjustments were made to encryption functions to support async operations. * Refactor sync migration tests to utilize async/await for improved readability. Updated transaction handling to streamline event expectations and cleanup process. * Refactor various functions to utilize async/await for improved readability and error handling. Updated service stopping, encryption, and file upload/download methods to ensure consistent asynchronous behavior across the application. * Refactor BudgetFileSelection component to use async/await for onSelect method, enhancing error handling and readability. Update merge tests to utilize async/await for improved clarity in transaction merging expectations. * Refactor filesystem module to use async/await for init function and related database operations, enhancing error handling and consistency across file interactions. Updated tests to reflect asynchronous behavior in database operations and file writing. * Fix typo in init function declaration to ensure it returns a Promise<void> instead of Proise<void>. * Update VRT screenshots Auto-generated by VRT workflow PR: actualbudget#6987 * Update tests to use async/await for init function in web filesystem, ensuring consistent asynchronous behavior in database operations. * Update VRT screenshot for payees filter test to reflect recent changes * [AI] Fix no-floating-promises lint error in desktop-electron Wrapped queuedClientWinLogs.map() with Promise.all and void operator to properly handle the array of promises for executing queued logs. Co-authored-by: Matiss Janis Aboltins <[email protected]> * Refactor promise handling in global and sync event handlers * Update VRT screenshots Auto-generated by VRT workflow PR: actualbudget#6987 --------- Co-authored-by: Cursor <[email protected]> Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com> Co-authored-by: Matiss Janis Aboltins <[email protected]>
* Bump @isaacs/brace-expansion from 5.0.0 to 5.0.1 Bumps @isaacs/brace-expansion from 5.0.0 to 5.0.1. --- updated-dependencies: - dependency-name: "@isaacs/brace-expansion" dependency-version: 5.0.1 dependency-type: indirect ... Signed-off-by: dependabot[bot] <[email protected]> * note --------- Signed-off-by: dependabot[bot] <[email protected]> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com> Co-authored-by: Matt Fiddaman <[email protected]>
* feat(currency): Add Dominican Peso (DOP) currency * Add release notes
* recharts (3.4.1 -> 3.7.0) * Cell & activeShape deprecation * note * fix textAnchor * remove Cell in BarGraph
* fix: computed priorPeriodNetWorth and use it as a baseline for net worth calculations * add release notes * correct spelling * Update VRT screenshots Auto-generated by VRT workflow PR: actualbudget#6968 * Update VRT screenshots Auto-generated by VRT workflow PR: actualbudget#6968 * Update VRT screenshots Auto-generated by VRT workflow PR: actualbudget#6968 * Update VRT screenshots Auto-generated by VRT workflow PR: actualbudget#6968 * Update VRT screenshots Auto-generated by VRT workflow PR: actualbudget#6968 * note --------- Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com> Co-authored-by: youngcw <[email protected]>
…#7012) * Set inital focus on category when covering overspending * Fixup: Make sure that the amount is set * Unused import * Fix bug where typing an amount and pressing enter uses previous value --------- Co-authored-by: Dagur Ammendrup <[email protected]>
* Update customThemeCatalog.json * [autofix.ci] apply automated fixes * Create 7032.md 🎨 High contrast light theme. * Update customThemeCatalog.json * Update 7032.md --------- Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
…udget#7034) * Add authentication middleware to SimpleFIN and Pluggy.ai endpoints Protect /simplefin/* and /pluggyai/* routes with validateSessionMiddleware so only authenticated users can access bank account and transaction data. Co-authored-by: Cursor <[email protected]> * Release notes --------- Co-authored-by: Cursor <[email protected]>
* Enhance PR template with description, type of change, and checklist sections Co-authored-by: Cursor <[email protected]> * Update PR template to streamline instructions for writing release notes * Remove unnecessary lines from the PR template to streamline instructions for writing release notes * Add release notes for PR actualbudget#6989 * Update category in release notes Changed category from Enhancements to Maintenance. * Update PULL_REQUEST_TEMPLATE.md * Update AGENTS.md and PULL_REQUEST_TEMPLATE.md to clarify PR submission guidelines * Update 6989.md --------- Co-authored-by: Cursor <[email protected]> Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
…udget#6935) * Add ACTUAL_USER_CREATION_MODE documentation to oauth-auth.md * [autofix.ci] apply automated fixes * add note that first external auth user is admin and owner Added details about admin permissions and server ownership for users authenticating with OpenID/OAuth2. * improve ACTUAL_USER_CREATION_MODE environment documentation clarify warning about server owner * [autofix.ci] apply automated fixes * move first user admin warning to "after setup" section of OIDC documentation --------- Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
* Add tooltip to imported payee column in rule result window The imported payee column in SimpleTransactionsTable was missing a title attribute, so truncated text had no tooltip on hover. Other columns (category, account, notes) already pass title for this purpose. Fixes actualbudget#7003 Co-Authored-By: Claude Opus 4.6 <[email protected]> * Add release notes for actualbudget#7031 Co-Authored-By: Claude Opus 4.6 <[email protected]> --------- Co-authored-by: Your Name <[email protected]> Co-authored-by: Claude Opus 4.6 <[email protected]>
When filtering for accounts in the mobile view of reports, hide the already selected accounts.
…et#6966) * fix: prevent single-slash paths from being parsed as filepaths * add release notes * [autofix.ci] apply automated fixes * test: add tests related to filepath * additonal test from coderabbit --------- Co-authored-by: Pratik Silwal <[email protected]> Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
* [AI] Desktop client, E2E, loot-core, sync-server and tooling updates Co-authored-by: Cursor <[email protected]> * Refactor database handling in various modules to use async/await for improved readability and error handling. This includes updates to database opening and closing methods across multiple files, ensuring consistent asynchronous behavior. Additionally, minor adjustments were made to encryption functions to support async operations. * Refactor sync migration tests to utilize async/await for improved readability. Updated transaction handling to streamline event expectations and cleanup process. * Refactor various functions to utilize async/await for improved readability and error handling. Updated service stopping, encryption, and file upload/download methods to ensure consistent asynchronous behavior across the application. * Refactor BudgetFileSelection component to use async/await for onSelect method, enhancing error handling and readability. Update merge tests to utilize async/await for improved clarity in transaction merging expectations. * Refactor filesystem module to use async/await for init function and related database operations, enhancing error handling and consistency across file interactions. Updated tests to reflect asynchronous behavior in database operations and file writing. * Fix typo in init function declaration to ensure it returns a Promise<void> instead of Proise<void>. * Update VRT screenshots Auto-generated by VRT workflow PR: actualbudget#6987 * Update tests to use async/await for init function in web filesystem, ensuring consistent asynchronous behavior in database operations. * Update VRT screenshot for payees filter test to reflect recent changes * Update filesystem module to remove web-specific implementations and streamline path handling. Refactor file operations to enhance type safety and consistency across different environments. Add tests for SQLite interactions and ensure proper handling of database transactions. * Add release notes for maintenance: Remove usage of 'web' file types * Refactor filesystem module to use type annotations for exports and improve consistency across methods. Remove deprecated web file handling and enhance encryption functions for better browser compatibility. * Trigger CI * Add asyncStorage API file to export Electron index module * Trigger CI * Feedback: typo --------- Co-authored-by: Cursor <[email protected]> Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
…udget#7040) * [AI] Enforce file access authorization on sync API endpoints Co-authored-by: Cursor <[email protected]> * Refactor file deletion authorization to return error message as text * Refactor file upload validation to improve error handling * Add tests to allow admin users to retrieve encryption keys and sync files for other users - Implemented a test for admin access to retrieve encryption keys for another user's file in the /user-get-key endpoint. - Added a test for admin users to sync another user's file in the /sync endpoint, ensuring proper response and headers. These changes enhance the authorization checks for admin actions on user files. * Refactor file cleanup in tests to use onTestFinished for better error handling * Enhance admin capabilities in file management tests * Add migration to backfill file owners with admin ID * Enhance file access authorization in sync API * Update migration to backfill file owners with admin ID to ensure consistent ordering in the query * Refactor access control tests for file downloads in sync API * Add test for non-owner file download access via user_access in sync API This test verifies that users with appropriate access can download files owned by others, utilizing the requireFileAccess logic and UserService.countUserAccess. It ensures correct response headers and content delivery for shared files. * Refactor file cleanup in upload and download tests to utilize onTestFinished for improved error handling This update consolidates file cleanup logic in the test suite, ensuring that temporary files are removed after each test execution. The changes enhance the reliability of tests by consistently managing file state across various scenarios. --------- Co-authored-by: Cursor <[email protected]>
* Add limit/refill automation components * Add release note * Fix typecheck * Rabbit PR feedback * Review
…heck (actualbudget#7019) * [AI] Add per-package tsconfigs and typescript-strict-plugin for typecheck Co-authored-by: Cursor <[email protected]> * Update TypeScript configuration across multiple packages to correct plugin path key from "path" to "paths" and add reference to process-worker typings in index.electron.ts. * Remove reference to process-worker typings in index.electron.ts and add new process-worker typings file for global Process augmentation. * Refactor TypeScript build configurations across multiple packages by removing tsconfig.dist.json files and updating build scripts to use default TypeScript compilation. Adjusted compiler options to target ES2021 and enable declaration generation. * Update TypeScript configuration in api package to refine include and exclude patterns for better file management. * Update build script in api package to ensure migration SQL files are copied to the correct directory by creating the destination folder if it doesn't exist. * Update TypeScript configurations in crdt and desktop-electron packages to refine include and exclude patterns for improved file management. * Update TypeScript dependencies across multiple packages to include typescript-strict-plugin for enhanced type checking and maintain consistency in package.json files. --------- Co-authored-by: Cursor <[email protected]>
…ctualbudget#7043) * Add release notes for version 26.2.1, including critical security fixes for SimpleFin, Pluggy, and multi-user setups. Remove outdated upcoming release notes for related bugfixes. * Add release notes for PR actualbudget#7043 * Delete upcoming-release-notes/7043.md --------- Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
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