Merge branch 'master' into master

packages/api/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@actual-app/api",
-  "version": "6.10.0",
+  "version": "24.10.0",
   "license": "MIT",
   "description": "An API for Actual",
   "engines": {

packages/desktop-client/e2e/accounts.mobile.test.js

@@ -0,0 +1,57 @@
+import { test, expect } from '@playwright/test';
+
+import { ConfigurationPage } from './page-models/configuration-page';
+import { MobileNavigation } from './page-models/mobile-navigation';
+
+test.describe('Mobile Accounts', () => {
+  let page;
+  let navigation;
+  let configurationPage;
+
+  test.beforeEach(async ({ browser }) => {
+    page = await browser.newPage();
+    navigation = new MobileNavigation(page);
+    configurationPage = new ConfigurationPage(page);
+
+    await page.setViewportSize({
+      width: 350,
+      height: 600,
+    });
+    await page.goto('/');
+    await configurationPage.createTestFile();
+  });
+
+  test.afterEach(async () => {
+    await page.close();
+  });
+
+  test('opens the accounts page and asserts on balances', async () => {
+    const accountsPage = await navigation.goToAccountsPage();
+
+    const account = await accountsPage.getNthAccount(1);
+
+    await expect(account.name).toHaveText('Ally Savings');
+    await expect(account.balance).toHaveText('7,653.00');
+    await expect(page).toMatchThemeScreenshots();
+  });
+
+  test('opens individual account page and checks that filtering is working', async () => {
+    const accountsPage = await navigation.goToAccountsPage();
+    const accountPage = await accountsPage.openNthAccount(0);
+
+    await expect(accountPage.heading).toHaveText('Bank of America');
+    await expect(accountPage.transactionList).toBeVisible();
+    await expect(await accountPage.getBalance()).toBeGreaterThan(0);
+    await expect(accountPage.noTransactionsMessage).not.toBeVisible();
+    await expect(page).toMatchThemeScreenshots();
+
+    await accountPage.searchByText('nothing should be found');
+    await expect(accountPage.noTransactionsMessage).toBeVisible();
+    await expect(accountPage.transactions).toHaveCount(0);
+    await expect(page).toMatchThemeScreenshots();
+
+    await accountPage.searchByText('Kroger');
+    await expect(accountPage.transactions).not.toHaveCount(0);
+    await expect(page).toMatchThemeScreenshots();
+  });
+});

packages/desktop-client/e2e/budget.mobile.test.js

@@ -0,0 +1,281 @@
+import { test, expect } from '@playwright/test';
+
+import * as monthUtils from 'loot-core/src/shared/months';
+
+import { ConfigurationPage } from './page-models/configuration-page';
+import { MobileNavigation } from './page-models/mobile-navigation';
+
+const budgetTypes = ['Envelope', 'Tracking'];
+
+budgetTypes.forEach(budgetType => {
+  test.describe(`Mobile Budget [${budgetType}]`, () => {
+    let page;
+    let navigation;
+    let configurationPage;
+    let previousGlobalIsTesting;
+
+    test.beforeAll(() => {
+      // TODO: Hack, properly mock the currentMonth function
+      previousGlobalIsTesting = global.IS_TESTING;
+      global.IS_TESTING = true;
+    });
+
+    test.afterAll(() => {
+      // TODO: Hack, properly mock the currentMonth function
+      global.IS_TESTING = previousGlobalIsTesting;
+    });
+
+    test.beforeEach(async ({ browser }) => {
+      page = await browser.newPage();
+      navigation = new MobileNavigation(page);
+      configurationPage = new ConfigurationPage(page);
+
+      await page.setViewportSize({
+        width: 350,
+        height: 600,
+      });
+      await page.goto('/');
+      await configurationPage.createTestFile();
+
+      if (budgetType === 'Tracking') {
+        // Set budget type to tracking
+        const settingsPage = await navigation.goToSettingsPage();
+        await settingsPage.useBudgetType('tracking');
+      }
+    });
+
+    test.afterEach(async () => {
+      await page.close();
+    });
+
+    test('loads the budget page with budgeted amounts', async () => {
+      const budgetPage = await navigation.goToBudgetPage();
+      await budgetPage.waitForBudgetTable();
+
+      await expect(budgetPage.categoryNames).toHaveText([
+        'Food',
+        'Restaurants',
+        'Entertainment',
+        'Clothing',
+        'General',
+        'Gift',
+        'Medical',
+        'Savings',
+        'Cell',
+        'Internet',
+        'Mortgage',
+        'Water',
+        'Power',
+        'Starting Balances',
+        'Misc',
+        'Income',
+      ]);
+      await expect(page).toMatchThemeScreenshots();
+    });
+
+    // Page Header Tests
+
+    test('checks that clicking the Actual logo in the page header opens the budget page menu', async () => {
+      const budgetPage = await navigation.goToBudgetPage();
+      await budgetPage.waitForBudgetTable();
+
+      await budgetPage.openBudgetPageMenu();
+
+      const budgetPageMenuModal = page.getByRole('dialog');
+
+      await expect(budgetPageMenuModal).toBeVisible();
+      await expect(page).toMatchThemeScreenshots();
+    });
+
+    test("checks that clicking the left arrow in the page header shows the previous month's budget", async () => {
+      const budgetPage = await navigation.goToBudgetPage();
+      await budgetPage.waitForBudgetTable();
+
+      const selectedMonth = await budgetPage.getSelectedMonth();
+      const displayMonth = monthUtils.format(
+        selectedMonth,
+        budgetPage.MONTH_HEADER_DATE_FORMAT,
+      );
+
+      await expect(budgetPage.heading).toHaveText(displayMonth);
+
+      const previousMonth = await budgetPage.goToPreviousMonth();
+      const previousDisplayMonth = monthUtils.format(
+        previousMonth,
+        budgetPage.MONTH_HEADER_DATE_FORMAT,
+      );
+
+      await expect(budgetPage.heading).toHaveText(previousDisplayMonth);
+      await expect(page).toMatchThemeScreenshots();
+    });
+
+    test('checks that clicking the month in the page header opens the month menu modal', async () => {
+      const budgetPage = await navigation.goToBudgetPage();
+      await budgetPage.waitForBudgetTable();
+
+      const selectedMonth = await budgetPage.getSelectedMonth();
+
+      await budgetPage.openMonthMenu();
+
+      const monthMenuModal = page.getByRole('dialog');
+      const monthMenuModalHeading = monthMenuModal.getByRole('heading');
+
+      const displayMonth = monthUtils.format(
+        selectedMonth,
+        budgetPage.MONTH_HEADER_DATE_FORMAT,
+      );
+      await expect(monthMenuModalHeading).toHaveText(displayMonth);
+      await expect(page).toMatchThemeScreenshots();
+    });
+
+    test("checks that clicking the right arrow in the page header shows the next month's budget", async () => {
+      const budgetPage = await navigation.goToBudgetPage();
+      await budgetPage.waitForBudgetTable();
+
+      const selectedMonth = await budgetPage.getSelectedMonth();
+      const displayMonth = monthUtils.format(
+        selectedMonth,
+        budgetPage.MONTH_HEADER_DATE_FORMAT,
+      );
+
+      await expect(budgetPage.heading).toHaveText(displayMonth);
+
+      const nextMonth = await budgetPage.goToNextMonth();
+      const nextDisplayMonth = monthUtils.format(
+        nextMonth,
+        budgetPage.MONTH_HEADER_DATE_FORMAT,
+      );
+
+      await expect(budgetPage.heading).toHaveText(nextDisplayMonth);
+      await expect(page).toMatchThemeScreenshots();
+    });
+
+    // Category / Category Group Menu Tests
+
+    test('checks that clicking the category group name opens the category group menu modal', async () => {
+      const budgetPage = await navigation.goToBudgetPage();
+      await budgetPage.waitForBudgetTable();
+
+      const categoryGroupName = await budgetPage.getCategoryGroupNameForRow(0);
+      await budgetPage.openCategoryGroupMenu(categoryGroupName);
+
+      const categoryMenuModalHeading = page
+        .getByRole('dialog')
+        .getByRole('heading');
+
+      await expect(categoryMenuModalHeading).toHaveText(categoryGroupName);
+      await expect(page).toMatchThemeScreenshots();
+    });
+
+    test('checks that clicking the category name opens the category menu modal', async () => {
+      const budgetPage = await navigation.goToBudgetPage();
+      await budgetPage.waitForBudgetTable();
+
+      const categoryName = await budgetPage.getCategoryNameForRow(0);
+      await budgetPage.openCategoryMenu(categoryName);
+
+      const categoryMenuModalHeading = page
+        .getByRole('dialog')
+        .getByRole('heading');
+
+      await expect(categoryMenuModalHeading).toHaveText(categoryName);
+      await expect(page).toMatchThemeScreenshots();
+    });
+
+    // Budgeted Cell Tests
+
+    test('checks that clicking the budgeted cell opens the budget menu modal', async () => {
+      const budgetPage = await navigation.goToBudgetPage();
+      await budgetPage.waitForBudgetTable();
+
+      const categoryName = await budgetPage.getCategoryNameForRow(0);
+      await budgetPage.openBudgetMenu(categoryName);
+
+      const budgetMenuModalHeading = page
+        .getByRole('dialog')
+        .getByRole('heading');
+
+      await expect(budgetMenuModalHeading).toHaveText(categoryName);
+      await expect(page).toMatchThemeScreenshots();
+    });
+
+    test('updates the budgeted amount', async () => {
+      const budgetPage = await navigation.goToBudgetPage();
+      await budgetPage.waitForBudgetTable();
+
+      const categoryName = await budgetPage.getCategoryNameForRow(0);
+
+      // Set to 100.00
+      await budgetPage.setBudget(categoryName, 10000);
+
+      const budgetedButton =
+        await budgetPage.getButtonForBudgeted(categoryName);
+
+      await expect(budgetedButton).toHaveText('100.00');
+      await expect(page).toMatchThemeScreenshots();
+    });
+
+    // Spent Cell Tests
+
+    test('checks that clicking spent cell redirects to the category transactions page', async () => {
+      const budgetPage = await navigation.goToBudgetPage();
+      await budgetPage.waitForBudgetTable();
+
+      const categoryName = await budgetPage.getCategoryNameForRow(0);
+      const accountPage = await budgetPage.openSpentPage(categoryName);
+
+      await expect(accountPage.heading).toContainText(categoryName);
+      await expect(accountPage.transactionList).toBeVisible();
+      await expect(page).toMatchThemeScreenshots();
+    });
+
+    // Balance Cell Tests
+
+    test('checks that clicking the balance cell opens the balance menu modal', async () => {
+      const budgetPage = await navigation.goToBudgetPage();
+      await budgetPage.waitForBudgetTable();
+
+      const categoryName = await budgetPage.getCategoryNameForRow(0);
+      await budgetPage.openBalanceMenu(categoryName);
+
+      const balanceMenuModalHeading = page
+        .getByRole('dialog')
+        .getByRole('heading');
+
+      await expect(balanceMenuModalHeading).toHaveText(categoryName);
+      await expect(page).toMatchThemeScreenshots();
+    });
+
+    if (budgetType === 'Envelope') {
+      test('checks that clicking the To Budget/Overbudgeted amount opens the budget summary menu modal', async () => {
+        const budgetPage = await navigation.goToBudgetPage();
+        await budgetPage.waitForBudgetTable();
+
+        await budgetPage.openEnvelopeBudgetSummaryMenu();
+
+        const summaryModalHeading = page
+          .getByRole('dialog')
+          .getByRole('heading');
+
+        await expect(summaryModalHeading).toHaveText('Budget Summary');
+        await expect(page).toMatchThemeScreenshots();
+      });
+    }
+
+    if (budgetType === 'Tracking') {
+      test('checks that clicking the Saved/Projected Savings/Overspent amount opens the budget summary menu modal', async () => {
+        const budgetPage = await navigation.goToBudgetPage();
+        await budgetPage.waitForBudgetTable();
+
+        await budgetPage.openTrackingBudgetSummaryMenu();
+
+        const summaryModalHeading = page
+          .getByRole('dialog')
+          .getByRole('heading');
+
+        await expect(summaryModalHeading).toHaveText('Budget Summary');
+        await expect(page).toMatchThemeScreenshots();
+      });
+    }
+  });
+});

packages/desktop-client/e2e/page-models/mobile-account-page.js

@@ -6,9 +6,9 @@ export class MobileAccountPage {
 
     this.heading = page.getByRole('heading');
     this.balance = page.getByTestId('transactions-balance');
-    this.noTransactionsFoundError = page.getByText('No transactions');
+    this.noTransactionsMessage = page.getByText('No transactions');
     this.searchBox = page.getByPlaceholder(/^Search/);
-    this.transactionList = page.getByLabel('transaction list');
+    this.transactionList = page.getByLabel('Transaction list');
     this.transactions = this.transactionList.getByRole('button');
     this.createTransactionButton = page.getByRole('button', {
       name: 'Add Transaction',