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[Doc] More tour image (mostly) updates & a hotkey fix#7328

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youngcw merged 15 commits intoactualbudget:masterfrom
Juulz:more-tour-updates
Apr 5, 2026
Merged

[Doc] More tour image (mostly) updates & a hotkey fix#7328
youngcw merged 15 commits intoactualbudget:masterfrom
Juulz:more-tour-updates

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@Juulz Juulz commented Mar 30, 2026

Description

More Tour Updates:

Update images in tour to 26.3.0 using demo test data file.
Add an image showing the result of the markdown note example.
Update wording on Budget page to fix the changed functions of the icons.
Update Cmd-Z for mac hotkey.

Before:

Screenshot 2026-03-30 075126

After:

Screenshot 2026-03-30 092705

Note to self... have the code bunny deliver coffee before yelling at me... ☕

Related issue(s)

Additional spelling errors noted on Discord

Testing

Viewed deploy changes.

Checklist

  • Release notes not needed for document changes
  • No obvious regressions in affected areas
  • Self-review has been performed - I understand what each change in the code does and why it is needed

Bundle Stats

Bundle Files count Total bundle size % Changed
desktop-client 27 12.09 MB → 12.09 MB (+85 B) +0.00%
loot-core 1 4.83 MB 0%
api 4 4.06 MB 0%
cli 1 7.88 MB 0%
View detailed bundle stats

desktop-client

Total

Files count Total bundle size % Changed
27 12.09 MB → 12.09 MB (+85 B) +0.00%
Changeset
File Δ Size
locale/es.json 📈 +85 B (+0.05%) 182.09 kB → 182.18 kB
View detailed bundle breakdown

Added
No assets were added

Removed
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Bigger

Asset File Size % Changed
static/js/es.js 182.09 kB → 182.18 kB (+85 B) +0.05%

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
static/js/index.js 3.23 MB 0%
static/js/BackgroundImage.js 119.98 kB 0%
static/js/FormulaEditor.js 846.44 kB 0%
static/js/ReportRouter.js 1.02 MB 0%
static/js/TransactionList.js 81.29 kB 0%
static/js/ca.js 182.91 kB 0%
static/js/da.js 104.66 kB 0%
static/js/de.js 174.79 kB 0%
static/js/en-GB.js 7.16 kB 0%
static/js/en.js 170.76 kB 0%
static/js/fr.js 177.47 kB 0%
static/js/indexeddb-main-thread-worker-e59fee74.js 13.46 kB 0%
static/js/it.js 166.25 kB 0%
static/js/narrow.js 354.5 kB 0%
static/js/nb-NO.js 152.2 kB 0%
static/js/nl.js 108.93 kB 0%
static/js/pl.js 88.34 kB 0%
static/js/pt-BR.js 177.84 kB 0%
static/js/resize-observer.js 18.03 kB 0%
static/js/sv.js 80.58 kB 0%
static/js/th.js 179.94 kB 0%
static/js/theme.js 30.68 kB 0%
static/js/uk.js 213.14 kB 0%
static/js/useTransactionBatchActions.js 4.29 MB 0%
static/js/wide.js 418 B 0%
static/js/workbox-window.prod.es5.js 7.28 kB 0%

loot-core

Total

Files count Total bundle size % Changed
1 4.83 MB 0%
View detailed bundle breakdown

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No assets were added

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No assets were removed

Bigger
No assets were bigger

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Unchanged

Asset File Size % Changed
kcab.worker.CwpE34S5.js 4.83 MB 0%

api

Total

Files count Total bundle size % Changed
4 4.06 MB 0%
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Unchanged

Asset File Size % Changed
index.js 3.84 MB 0%
from-Bl-Hslp4.js 167.73 kB 0%
multipart-parser-BnDysoMr.js 8.1 kB 0%
src-iMkUmuwR.js 43.64 kB 0%

cli

Total

Files count Total bundle size % Changed
1 7.88 MB 0%
View detailed bundle breakdown

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No assets were added

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No assets were removed

Bigger
No assets were bigger

Smaller
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Unchanged

Asset File Size % Changed
cli.js 7.88 MB 0%

Juulz added 2 commits March 30, 2026 07:35
Updated keyboard shortcut instructions for Mac & make consistent.
@actual-github-bot actual-github-bot Bot changed the title [Doc] More tour image updates & a hotkey fix [WIP] [Doc] More tour image updates & a hotkey fix Mar 30, 2026
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📝 Walkthrough

Walkthrough

Updated undo shortcut <Key> props in payees docs to use lowercase modifiers and fixed keys; expanded Budget tour content and screenshot to document markdown hover rendering, clarified category/group actions and hover behaviors, and added additional Budgeted average options.

Changes

Cohort / File(s) Summary
Shortcut docs
packages/docs/docs/tour/payees.md
Fixed <Key> component props in undo examples: mod="Ctrl"/mod="Cmd"mod="ctrl"/mod="cmd", and k="Z"fixed k="Z".
Budget page content
packages/docs/docs/tour/budget.md
Expanded text and added screenshot for rendered Markdown on hover; rewrote left-side category/group descriptions (example names, hover/add behavior); clarified three-dots menu actions and dropdown wording; updated Budgeted dropdown to list 3-month, 6-month, and yearly averages.

Estimated code review effort

🎯 2 (Simple) | ⏱️ ~10 minutes

Suggested labels

documentation, size small

Poem

I nibble on docs by soft lamplight,
Lowercase keys and images take flight,
Categories tidy, averages clear,
Hovered notes hum Markdown near,
A rabbit's tweak — concise and bright! 🐇✨

🚥 Pre-merge checks | ✅ 2
✅ Passed checks (2 passed)
Check name Status Explanation
Title check ✅ Passed The title accurately summarizes the main changes: documentation updates to tour images and a hotkey fix for the Cmd-Z shortcut.
Description check ✅ Passed The pull request description clearly describes the changes made: updating tour images, adding a markdown note screenshot, fixing budget page wording, and updating the Cmd-Z hotkey for Mac.

✏️ Tip: You can configure your own custom pre-merge checks in the settings.

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Actionable comments posted: 1

🤖 Prompt for all review comments with AI agents
Verify each finding against the current code and only fix it if needed.

Inline comments:
In `@packages/docs/docs/tour/payees.md`:
- Around line 18-19: The documentation shows the wrong shortcut key in the Key
component usage: change the attribute k="k" to k="z" for both occurrences so the
text reads Ctrl+Z (Windows) / Cmd+Z (Mac); locate the Key component instances
with mod="ctrl"/mod="cmd" and fixed and update their k attribute from "k" to "z"
to match the application's undo handler and tips-tricks.md.
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📒 Files selected for processing (8)
  • packages/docs/docs/tour/payees.md
  • packages/docs/static/img/a-tour-of-actual/tour-budget-overview.webp
  • packages/docs/static/img/a-tour-of-actual/tour-payees-delete-merge.webp
  • packages/docs/static/img/a-tour-of-actual/tour-reports-cashflow.webp
  • packages/docs/static/img/a-tour-of-actual/tour-reports-daily-expenses-graph.webp
  • packages/docs/static/img/a-tour-of-actual/tour-reports-daily-expenses-table.webp
  • packages/docs/static/img/a-tour-of-actual/tour-reports-overview.webp
  • packages/docs/static/img/a-tour-of-actual/tour-schedules-overview.webp

Comment thread packages/docs/docs/tour/payees.md Outdated
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🤖 Auto-generated Release Notes

Hey @Juulz! I've automatically created a release notes file based on CodeRabbit's analysis:

Category: Enhancements
Summary: Update tour documentation with corrected key attributes and hotkey consistency improvements.
File: upcoming-release-notes/7328.md

If you're happy with this release note, you can add it to your pull request. If not, you'll need to add your own before a maintainer can review your change.

Updated keyboard shortcut for undo operation in payees guide. COFFEE!
coderabbitai[bot]
coderabbitai Bot previously approved these changes Mar 30, 2026
Updated category descriptions and improved Markdown support details.
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Actionable comments posted: 2

🤖 Prompt for all review comments with AI agents
Verify each finding against the current code and only fix it if needed.

Inline comments:
In `@packages/docs/docs/tour/budget.md`:
- Around line 52-53: Rewrite the awkward sentence so it reads clearly; replace
"Categories have the same functionality groups: hide, rename and delete." with a
cleaner phrasing such as "Categories have the same functionality: hide, rename,
and delete." (ensure the comma after "rename" is present) and keep the following
sentence about adding a note unchanged.
- Line 40: The image markdown line
"![](/img/a-tour-of-actual/tour-budget-top-note-hover.webp)" has empty alt text
(lint rule MD045); update it to include a concise, descriptive alt string (for
example replace with "![Screenshot of tour budget top note hover showing tooltip
and budget details](/img/a-tour-of-actual/tour-budget-top-note-hover.webp)"),
then run yarn lint:fix to resolve the MD045 violation before committing.
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  • packages/docs/docs/tour/budget.md

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♻️ Duplicate comments (2)
packages/docs/docs/tour/budget.md (2)

40-40: ⚠️ Potential issue | 🟡 Minor

Add alt text for the new tour image (MD045).

Line 40 still uses empty alt text, which fails markdown linting and hurts accessibility.

Suggested fix
-![](/img/a-tour-of-actual/tour-budget-top-note-hover.webp)
+![Budget note preview rendered as Markdown on hover](/img/a-tour-of-actual/tour-budget-top-note-hover.webp)

As per coding guidelines "**/*.{ts,tsx,js,jsx,md,json}: Run yarn lint:fix to automatically fix linting errors before committing".

🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed.

In `@packages/docs/docs/tour/budget.md` at line 40, The markdown image tag
"![](/img/a-tour-of-actual/tour-budget-top-note-hover.webp)" has an empty alt
attribute; replace it with a concise, descriptive alt text (e.g., alt="Tour
budget top note hover showing ...") so the image becomes "![][...]" with an alt
value, then run yarn lint:fix to satisfy MD045 and project lint rules; reference
the image filename tour-budget-top-note-hover.webp to locate and update the tag
in the document.

52-52: ⚠️ Potential issue | 🟡 Minor

Tighten sentence punctuation for consistency.

Line 52 reads a bit awkwardly; add the serial comma for consistency with surrounding prose.

Suggested fix
-Let's look at a category (as seen in the purple box). Categories have the same functionality as groups: hide, rename and delete. And, of course, you
+Let's look at a category (as seen in the purple box). Categories have the same functionality as groups: hide, rename, and delete. And, of course, you
🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed.

In `@packages/docs/docs/tour/budget.md` at line 52, The sentence "Let's look at a
category (as seen in the purple box). Categories have the same functionality as
groups: hide, rename and delete. And, of course, you" is missing the serial
comma; update the list in the sentence that mentions actions for categories (the
line containing "hide, rename and delete") to use the Oxford comma ("hide,
rename, and delete") so punctuation matches surrounding prose.
🤖 Prompt for all review comments with AI agents
Verify each finding against the current code and only fix it if needed.

Duplicate comments:
In `@packages/docs/docs/tour/budget.md`:
- Line 40: The markdown image tag
"![](/img/a-tour-of-actual/tour-budget-top-note-hover.webp)" has an empty alt
attribute; replace it with a concise, descriptive alt text (e.g., alt="Tour
budget top note hover showing ...") so the image becomes "![][...]" with an alt
value, then run yarn lint:fix to satisfy MD045 and project lint rules; reference
the image filename tour-budget-top-note-hover.webp to locate and update the tag
in the document.
- Line 52: The sentence "Let's look at a category (as seen in the purple box).
Categories have the same functionality as groups: hide, rename and delete. And,
of course, you" is missing the serial comma; update the list in the sentence
that mentions actions for categories (the line containing "hide, rename and
delete") to use the Oxford comma ("hide, rename, and delete") so punctuation
matches surrounding prose.

ℹ️ Review info
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Configuration used: Path: .coderabbit.yaml

Review profile: CHILL

Plan: Pro

Run ID: 51b02d86-0a31-4415-969b-9a39ff10f60b

📥 Commits

Reviewing files that changed from the base of the PR and between a54d638 and a06e923.

📒 Files selected for processing (8)
  • packages/docs/docs/tour/budget.md
  • packages/docs/static/img/a-tour-of-actual/tour-budget-details.webp
  • packages/docs/static/img/a-tour-of-actual/tour-budget-top-expanded.webp
  • packages/docs/static/img/a-tour-of-actual/tour-budget-top-minimized.webp
  • packages/docs/static/img/a-tour-of-actual/tour-budget-top-note-hover.webp
  • packages/docs/static/img/a-tour-of-actual/tour-overview-of-user-interface.webp
  • packages/docs/static/img/a-tour-of-actual/tour-overview-sidebar.webp
  • packages/docs/static/img/a-tour-of-actual/tour-overview-top-right.webp

Corrected a typo in the documentation regarding the chevrons and clarified the description of rendered Markdown.
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Actionable comments posted: 1

♻️ Duplicate comments (2)
packages/docs/docs/tour/budget.md (2)

52-52: ⚠️ Potential issue | 🟡 Minor

Use a serial comma in the action list.

Line 52 reads better as “hide, rename, and delete.”

Suggested fix
-Let's look at a category (as seen in the purple box). Categories have the same functionality as groups: hide, rename and delete. And, of course, you
+Let's look at a category (as seen in the purple box). Categories have the same functionality as groups: hide, rename, and delete. And, of course, you
🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed.

In `@packages/docs/docs/tour/budget.md` at line 52, Update the sentence in the
docs line that currently reads "hide, rename and delete" to use a serial
(Oxford) comma: change it to "hide, rename, and delete" in
packages/docs/docs/tour/budget.md so the action list uses consistent
punctuation.

40-40: ⚠️ Potential issue | 🟡 Minor

Add descriptive alt text to the new screenshot.

Line 40 still has empty alt text (![](...)), which triggers MD045.

Suggested fix
-![](/img/a-tour-of-actual/tour-budget-top-note-hover.webp)
+![Rendered Markdown preview shown when hovering over a budget note](/img/a-tour-of-actual/tour-budget-top-note-hover.webp)

As per coding guidelines "**/*.{ts,tsx,js,jsx,md,json}: Run yarn lint:fix to automatically fix linting errors before committing".

🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed.

In `@packages/docs/docs/tour/budget.md` at line 40, The image markdown
'![](/img/a-tour-of-actual/tour-budget-top-note-hover.webp)' has empty alt text
(triggers MD045); replace the empty brackets with a concise descriptive alt
string (e.g., 'Screenshot of budget tour top note hover state') so it becomes
'![...](...)', and then run your project's linter auto-fix command (yarn
lint:fix) to ensure the MD045 warning is resolved.
🤖 Prompt for all review comments with AI agents
Verify each finding against the current code and only fix it if needed.

Inline comments:
In `@packages/docs/docs/tour/budget.md`:
- Line 24: Replace the misspelled word "cheverons" with the correct spelling
"chevrons" in the markdown content (the sentence starting "You can minimize the
header by clicking on the cheverons...") so the text reads "You can minimize the
header by clicking on the chevrons (seen in the yellow box)."

---

Duplicate comments:
In `@packages/docs/docs/tour/budget.md`:
- Line 52: Update the sentence in the docs line that currently reads "hide,
rename and delete" to use a serial (Oxford) comma: change it to "hide, rename,
and delete" in packages/docs/docs/tour/budget.md so the action list uses
consistent punctuation.
- Line 40: The image markdown
'![](/img/a-tour-of-actual/tour-budget-top-note-hover.webp)' has empty alt text
(triggers MD045); replace the empty brackets with a concise descriptive alt
string (e.g., 'Screenshot of budget tour top note hover state') so it becomes
'![...](...)', and then run your project's linter auto-fix command (yarn
lint:fix) to ensure the MD045 warning is resolved.
🪄 Autofix (Beta)

Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

ℹ️ Review info
⚙️ Run configuration

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Review profile: CHILL

Plan: Pro

Run ID: e7562c95-9b8c-453f-8ad1-2ded9d8f2e56

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Comment thread packages/docs/docs/tour/budget.md Outdated
matt-fidd and others added 2 commits March 31, 2026 12:27
…dget#7311) (actualbudget#7322)

* [AI] Mobile: pass today for Post transaction today on global account lists (actualbudget#7311)

All Accounts, On budget, and Off budget transaction lists now forward the
today flag to schedule/post-transaction, matching single-account mobile
and desktop behavior.

Made-with: Cursor

* [AI] Add release note for PR 7322 (actualbudget#7311)

Made-with: Cursor

* [AI] Tighten release note wording for PR 7322 (imperative)

Made-with: Cursor

---------

Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com>
@youngcw youngcw added unfreeze Unfreeze a PR during the mergefreeze and removed unfreeze Unfreeze a PR during the mergefreeze labels Mar 31, 2026
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youngcw commented Apr 1, 2026

@coderabbitai mark this as approved if you have no more issues

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coderabbitai Bot commented Apr 1, 2026

Tip

For best results, initiate chat on the files or code changes.

@youngcw Sure! The changes look good to me:

  • Hotkey fix: The PR description images confirm the before/after — the Mac shortcut now correctly renders as Cmd Z instead of Ctrl Z.
  • Budget page wording: The clarifications around chevrons, Markdown notes, and updated averaging options (3-month, 6-month, yearly) are accurate.
  • Documentation only: No functional code changes to review.

I'll go ahead and approve! 🐇

[approve]

@youngcw youngcw added this pull request to the merge queue Apr 5, 2026
Merged via the queue into actualbudget:master with commit e1a4fde Apr 5, 2026
30 of 44 checks passed
matt-fidd added a commit that referenced this pull request Apr 5, 2026
* Fix keyboard shortcut Mac key for undo operations

Updated keyboard shortcut instructions for Mac & make consistent.

* Add files via upload

* Fix undo shortcut from 'K' to 'Z'

Updated keyboard shortcut for undo operation in payees guide. COFFEE!

* Revise budget section for clarity and consistency

Updated category descriptions and improved Markdown support details.

* Add files via upload

* Fix grammatical error in budget.md

* Fix typo and clarify Markdown description in budget.md

Corrected a typo in the documentation regarding the chevrons and clarified the description of rendered Markdown.

* Fix spelling error in budget documentation

Corrected the spelling of 'cheverons' to 'chevrons'.

* Add files via upload

* Remove redundant text in budget.md

* Fix formatting issues in payees.md

* count points script should fetch the release note from the PR directly (#7309)

* get pr release note from PR, not top of master

* note

* [AI] Mobile: Post transaction today on global account lists (#7311) (#7322)

* [AI] Mobile: pass today for Post transaction today on global account lists (#7311)

All Accounts, On budget, and Off budget transaction lists now forward the
today flag to schedule/post-transaction, matching single-account mobile
and desktop behavior.

Made-with: Cursor

* [AI] Add release note for PR 7322 (#7311)

Made-with: Cursor

* [AI] Tighten release note wording for PR 7322 (imperative)

Made-with: Cursor

---------

Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com>

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
Co-authored-by: Pranay S <pranayritvik@gmail.com>
Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
matt-fidd added a commit that referenced this pull request Apr 5, 2026
* Fix keyboard shortcut Mac key for undo operations

Updated keyboard shortcut instructions for Mac & make consistent.

* Add files via upload

* Fix undo shortcut from 'K' to 'Z'

Updated keyboard shortcut for undo operation in payees guide. COFFEE!

* Revise budget section for clarity and consistency

Updated category descriptions and improved Markdown support details.

* Add files via upload

* Fix grammatical error in budget.md

* Fix typo and clarify Markdown description in budget.md

Corrected a typo in the documentation regarding the chevrons and clarified the description of rendered Markdown.

* Fix spelling error in budget documentation

Corrected the spelling of 'cheverons' to 'chevrons'.

* Add files via upload

* Remove redundant text in budget.md

* Fix formatting issues in payees.md

* count points script should fetch the release note from the PR directly (#7309)

* get pr release note from PR, not top of master

* note

* [AI] Mobile: Post transaction today on global account lists (#7311) (#7322)

* [AI] Mobile: pass today for Post transaction today on global account lists (#7311)

All Accounts, On budget, and Off budget transaction lists now forward the
today flag to schedule/post-transaction, matching single-account mobile
and desktop behavior.

Made-with: Cursor

* [AI] Add release note for PR 7322 (#7311)

Made-with: Cursor

* [AI] Tighten release note wording for PR 7322 (imperative)

Made-with: Cursor

---------

Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com>

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
Co-authored-by: Pranay S <pranayritvik@gmail.com>
Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
matt-fidd added a commit that referenced this pull request Apr 5, 2026
* Fix keyboard shortcut Mac key for undo operations

Updated keyboard shortcut instructions for Mac & make consistent.

* Add files via upload

* Fix undo shortcut from 'K' to 'Z'

Updated keyboard shortcut for undo operation in payees guide. COFFEE!

* Revise budget section for clarity and consistency

Updated category descriptions and improved Markdown support details.

* Add files via upload

* Fix grammatical error in budget.md

* Fix typo and clarify Markdown description in budget.md

Corrected a typo in the documentation regarding the chevrons and clarified the description of rendered Markdown.

* Fix spelling error in budget documentation

Corrected the spelling of 'cheverons' to 'chevrons'.

* Add files via upload

* Remove redundant text in budget.md

* Fix formatting issues in payees.md

* count points script should fetch the release note from the PR directly (#7309)

* get pr release note from PR, not top of master

* note

* [AI] Mobile: Post transaction today on global account lists (#7311) (#7322)

* [AI] Mobile: pass today for Post transaction today on global account lists (#7311)

All Accounts, On budget, and Off budget transaction lists now forward the
today flag to schedule/post-transaction, matching single-account mobile
and desktop behavior.

Made-with: Cursor

* [AI] Add release note for PR 7322 (#7311)

Made-with: Cursor

* [AI] Tighten release note wording for PR 7322 (imperative)

Made-with: Cursor

---------

Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com>

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
Co-authored-by: Pranay S <pranayritvik@gmail.com>
Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
github-merge-queue Bot pushed a commit that referenced this pull request Apr 7, 2026
* trim down some unused/unnecessary dependencies (#7350)

* fix github actions inconsistencies

* fix pinning of transitive deps in eslint-plugin

* drop use of node-fetch in api

* drop md5 dependency in favour of node:crypto

* drop slash

* drop unused top level packages

* add note about node-polyfills warning

* remove unused deps from desktop-client

* drop pegjs types

* note

* drop node-jq

* [Doc] More tour image (mostly) updates & a hotkey fix (#7328)

* Fix keyboard shortcut Mac key for undo operations

Updated keyboard shortcut instructions for Mac & make consistent.

* Add files via upload

* Fix undo shortcut from 'K' to 'Z'

Updated keyboard shortcut for undo operation in payees guide. COFFEE!

* Revise budget section for clarity and consistency

Updated category descriptions and improved Markdown support details.

* Add files via upload

* Fix grammatical error in budget.md

* Fix typo and clarify Markdown description in budget.md

Corrected a typo in the documentation regarding the chevrons and clarified the description of rendered Markdown.

* Fix spelling error in budget documentation

Corrected the spelling of 'cheverons' to 'chevrons'.

* Add files via upload

* Remove redundant text in budget.md

* Fix formatting issues in payees.md

* count points script should fetch the release note from the PR directly (#7309)

* get pr release note from PR, not top of master

* note

* [AI] Mobile: Post transaction today on global account lists (#7311) (#7322)

* [AI] Mobile: pass today for Post transaction today on global account lists (#7311)

All Accounts, On budget, and Off budget transaction lists now forward the
today flag to schedule/post-transaction, matching single-account mobile
and desktop behavior.

Made-with: Cursor

* [AI] Add release note for PR 7322 (#7311)

Made-with: Cursor

* [AI] Tighten release note wording for PR 7322 (imperative)

Made-with: Cursor

---------

Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com>

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
Co-authored-by: Pranay S <pranayritvik@gmail.com>
Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>

* Implement Sankey report for spent and budgeted money (#7220)

* Implement Sankey graph report

* Add release notes

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6068

* Remove local debug settings

* [autofix.ci] apply automated fixes

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6068

* Improve graphs from comments

* Fix lints

* coderabit fixes

* Fix filtering and UI enhancements

* remove pngs

* Fix typecheck

* Another type issue

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6068

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6068

* Fix strict typing issues

* Update report page

Now better conforms with components from other reports, e.g. by reusing Header
Makes it possible to display a period longer than one month.

* Change view description order

* Formatting and cleanup

* Removed difference section, as it will be difficult to get a reliable view across months

* Introduce the Timeframe param, similar to Spending report, to allow saving a Live sliding window.

* Allow filtering just the last month

* Fix linting errors

* Remove all information about income

* Remove debugging statement

* Sort categories and subcategories by amount

* Move compact mode to spreadsheet to fix Card view more easily

* Update tests file

* Add release notes

* Rename release notes to match PR#

* Fix autofix.ci issues

* Update packages/desktop-client/e2e/sankey.test.ts

Enable experimental feature fall all tests, pr. coderabbit recommendation

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

* Add sankey-card to isWidgetType

* Gate Sankey routes to prevent direct URL bypass

* Fix typo

* Change node transformation to work by key instead of name, to remove risk of duplicate issues

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

* Prevent false-positive pass in month-change test.

* Translate mode to a proper label

* Fix message for empty data

* Enabled LoadingIndicator until data is ready

* Change card default mode

* More robust filtering

* Fixed issue with budgeted spreadsheet not using 'end' date

* Allow copying SankeyCard to dashboard

* Fix typing and linting issues

* Remove e2e tests

I cannot currently get them to pass, because I dont fully understand playwright and how they are supposed to work. I can see that they don't exist for other reports. We can add them later if required.

* Remove unecessary sankey reference

* Refactor spreadsheet

* Remove dead code from SankeyGraph

* Collect to Other if too many subcategories

* Edit wrong comment

* Linting and typechecking

* Show remaining amount to budget

* Hide description on narrow device

* Add visual clue if 'To budget' is larger than 'Budgeted' and would extend below the edge of the graph

* Add colors to the links

* Fix report card showing subcategories instead of main categories

* Add tooltip info to Other on SankeyCard

* Create globalOther flag and implement greedy category reduction algorithm

* Allow user to select between Global or Per category Other

* Allow user to choose number of subcategories to show

* Allow user to select how subcategories are sorted

* Fix budget filtering

* [autofix.ci] apply automated fixes

* Condense sorting and Other-grouping to one option

* Implement Sort as budget option

* Dynamically adjust topN based on SankeyCard height

* Remove old feature flags from previous PR

---------

Co-authored-by: andrewhumble <43395285+andrewhumble@users.noreply.github.com>
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>
Co-authored-by: youngcw <calebyoung94@gmail.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

* Fix yarn generate:icons command (#7281)

* fix icon templates with `module.exports` to `export default`

* Add `@svgr/babel-plugin-add-jsx-attribute` to dependencies

* Run `yarn generate:icons`, and set prettier singleQuote to reduce changes

* Add release note

* Add temporary fix for `SvgChartArea`

* Add `ChartArea` svg from the existing tsx

* CI rerun

* Standardise ledger scrolling when using keyboard shortcuts (#7283)

* Standardise table keyboard navigation by preventing browser scroll with arrow keys

* Add release note

* Apply the preventDefault() in specific cases so that it is not applied to default

---------

Co-authored-by: youngcw <calebyoung94@gmail.com>

* Bump lodash from 4.17.23 to 4.18.1

Bumps [lodash](https://github.com/lodash/lodash) from 4.17.23 to 4.18.1.
- [Release notes](https://github.com/lodash/lodash/releases)
- [Commits](lodash/lodash@4.17.23...4.18.1)

---
updated-dependencies:
- dependency-name: lodash
  dependency-version: 4.18.1
  dependency-type: direct:development
...

Signed-off-by: dependabot[bot] <support@github.com>

* note

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
Co-authored-by: Juulz <julesmcn@gmail.com>
Co-authored-by: Pranay S <pranayritvik@gmail.com>
Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
Co-authored-by: Emil Tveden Bjerglund <emilbp@gmail.com>
Co-authored-by: andrewhumble <43395285+andrewhumble@users.noreply.github.com>
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>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Co-authored-by: James Skinner <56730344+JSkinnerUK@users.noreply.github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
github-merge-queue Bot pushed a commit that referenced this pull request Apr 7, 2026
)

* trim down some unused/unnecessary dependencies (#7350)

* fix github actions inconsistencies

* fix pinning of transitive deps in eslint-plugin

* drop use of node-fetch in api

* drop md5 dependency in favour of node:crypto

* drop slash

* drop unused top level packages

* add note about node-polyfills warning

* remove unused deps from desktop-client

* drop pegjs types

* note

* drop node-jq

* [Doc] More tour image (mostly) updates & a hotkey fix (#7328)

* Fix keyboard shortcut Mac key for undo operations

Updated keyboard shortcut instructions for Mac & make consistent.

* Add files via upload

* Fix undo shortcut from 'K' to 'Z'

Updated keyboard shortcut for undo operation in payees guide. COFFEE!

* Revise budget section for clarity and consistency

Updated category descriptions and improved Markdown support details.

* Add files via upload

* Fix grammatical error in budget.md

* Fix typo and clarify Markdown description in budget.md

Corrected a typo in the documentation regarding the chevrons and clarified the description of rendered Markdown.

* Fix spelling error in budget documentation

Corrected the spelling of 'cheverons' to 'chevrons'.

* Add files via upload

* Remove redundant text in budget.md

* Fix formatting issues in payees.md

* count points script should fetch the release note from the PR directly (#7309)

* get pr release note from PR, not top of master

* note

* [AI] Mobile: Post transaction today on global account lists (#7311) (#7322)

* [AI] Mobile: pass today for Post transaction today on global account lists (#7311)

All Accounts, On budget, and Off budget transaction lists now forward the
today flag to schedule/post-transaction, matching single-account mobile
and desktop behavior.

Made-with: Cursor

* [AI] Add release note for PR 7322 (#7311)

Made-with: Cursor

* [AI] Tighten release note wording for PR 7322 (imperative)

Made-with: Cursor

---------

Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com>

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
Co-authored-by: Pranay S <pranayritvik@gmail.com>
Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>

* Implement Sankey report for spent and budgeted money (#7220)

* Implement Sankey graph report

* Add release notes

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6068

* Remove local debug settings

* [autofix.ci] apply automated fixes

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6068

* Improve graphs from comments

* Fix lints

* coderabit fixes

* Fix filtering and UI enhancements

* remove pngs

* Fix typecheck

* Another type issue

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6068

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6068

* Fix strict typing issues

* Update report page

Now better conforms with components from other reports, e.g. by reusing Header
Makes it possible to display a period longer than one month.

* Change view description order

* Formatting and cleanup

* Removed difference section, as it will be difficult to get a reliable view across months

* Introduce the Timeframe param, similar to Spending report, to allow saving a Live sliding window.

* Allow filtering just the last month

* Fix linting errors

* Remove all information about income

* Remove debugging statement

* Sort categories and subcategories by amount

* Move compact mode to spreadsheet to fix Card view more easily

* Update tests file

* Add release notes

* Rename release notes to match PR#

* Fix autofix.ci issues

* Update packages/desktop-client/e2e/sankey.test.ts

Enable experimental feature fall all tests, pr. coderabbit recommendation

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

* Add sankey-card to isWidgetType

* Gate Sankey routes to prevent direct URL bypass

* Fix typo

* Change node transformation to work by key instead of name, to remove risk of duplicate issues

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

* Prevent false-positive pass in month-change test.

* Translate mode to a proper label

* Fix message for empty data

* Enabled LoadingIndicator until data is ready

* Change card default mode

* More robust filtering

* Fixed issue with budgeted spreadsheet not using 'end' date

* Allow copying SankeyCard to dashboard

* Fix typing and linting issues

* Remove e2e tests

I cannot currently get them to pass, because I dont fully understand playwright and how they are supposed to work. I can see that they don't exist for other reports. We can add them later if required.

* Remove unecessary sankey reference

* Refactor spreadsheet

* Remove dead code from SankeyGraph

* Collect to Other if too many subcategories

* Edit wrong comment

* Linting and typechecking

* Show remaining amount to budget

* Hide description on narrow device

* Add visual clue if 'To budget' is larger than 'Budgeted' and would extend below the edge of the graph

* Add colors to the links

* Fix report card showing subcategories instead of main categories

* Add tooltip info to Other on SankeyCard

* Create globalOther flag and implement greedy category reduction algorithm

* Allow user to select between Global or Per category Other

* Allow user to choose number of subcategories to show

* Allow user to select how subcategories are sorted

* Fix budget filtering

* [autofix.ci] apply automated fixes

* Condense sorting and Other-grouping to one option

* Implement Sort as budget option

* Dynamically adjust topN based on SankeyCard height

* Remove old feature flags from previous PR

---------

Co-authored-by: andrewhumble <43395285+andrewhumble@users.noreply.github.com>
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>
Co-authored-by: youngcw <calebyoung94@gmail.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

* Fix yarn generate:icons command (#7281)

* fix icon templates with `module.exports` to `export default`

* Add `@svgr/babel-plugin-add-jsx-attribute` to dependencies

* Run `yarn generate:icons`, and set prettier singleQuote to reduce changes

* Add release note

* Add temporary fix for `SvgChartArea`

* Add `ChartArea` svg from the existing tsx

* CI rerun

* Standardise ledger scrolling when using keyboard shortcuts (#7283)

* Standardise table keyboard navigation by preventing browser scroll with arrow keys

* Add release note

* Apply the preventDefault() in specific cases so that it is not applied to default

---------

Co-authored-by: youngcw <calebyoung94@gmail.com>

* Fix updateTransaction corrupting split parents with partial updates (#7242)

* [AI] Fix updateTransaction corrupting split parents with partial updates

When `api.updateTransaction(id, { notes: '...' })` is called on a split
parent, the `updateTransaction` helper replaces the parent with the
sparse update object (`{ id, notes }`) instead of merging it with
the existing transaction data.  This causes `recalculateSplit` to see
`amount` as `undefined` (→ 0), which doesn't match the children's
total and sets a `SplitTransactionError` on the parent.  `makeChild`
also inherits undefined `account`, `date`, and `cleared` values,
potentially creating broken child rows.

Fix: merge the incoming partial fields (`{ ...trans, ...transaction }`)
so all existing properties are preserved.

Add a test that performs a notes-only update on a split parent and
asserts no error is set and the amount stays intact.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* [AI] Add release notes for PR #7242

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* Address review feedback: remove verbose comment and simplify release note

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: L. Warren Thompson <lwarrenthompson@Warren-MBP.local>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>

* [AI] Add electron conditions to loot-core platform/server exports and fix imports

- Add "electron" condition to platform/server exports (asyncStorage,
  connection, fetch, fs, sqlite) so they resolve to .electron.ts files
  when using the electron export condition
- Remove broken ./client/platform export referencing non-existent files
- Convert deep relative imports in electron files to subpath imports
  (#types/prefs, #server/errors, #server/mutators)

https://claude.ai/code/session_01FPpKnozt42Mf79YHAT6ytM

* [AI] Convert remaining relative imports to subpath imports in electron files

- Convert ../fs, ../log, ../../exceptions to subpath imports
  (#platform/server/fs, #platform/server/log, #platform/exceptions)
- Add electron-conditional entries to the imports field in package.json
  for all 5 platform/server modules with electron variants
- Add resolve.conditions: ['electron'] to vite.desktop.config.ts so the
  electron condition is recognized during desktop builds

https://claude.ai/code/session_01FPpKnozt42Mf79YHAT6ytM

* Add release notes for PR #7383

* [AI] Fix API build and test failures from conditional exports

- Add "api" condition to all 5 platform/server exports and imports
  entries so the API build resolves to .api.ts variants correctly
- Add resolve.conditions and ssr.resolve.conditions: ['api'] to
  packages/api/vite.config.ts
- Add explicit #platform/server/log and #platform/exceptions entries
  to the imports field (array fallback in #* wildcard doesn't work for
  directory modules)
- Revert #platform/server/fs back to relative ../fs import in
  asyncStorage/index.electron.ts — subpath imports for platform modules
  with electron variants don't work in vitest because the test runner
  doesn't propagate resolve.conditions to Node's import resolution

https://claude.ai/code/session_01FPpKnozt42Mf79YHAT6ytM

* fix: apply CodeRabbit auto-fixes

Fixed 2 file(s) based on 2 unresolved review comments.

Co-authored-by: CodeRabbit <noreply@coderabbit.ai>

* [autofix.ci] apply automated fixes

* Enhance package.json and Vite configurations for Electron support; refactor imports to use new path aliases. Added new paths for server and shared modules, updated SSR settings, and improved test configurations for better module resolution.

* [AI] Merge electron condition with default Vite conditions in vitest config

Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>

* [AI] Move @ts-strict-ignore comment to first line in reset.ts

Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>

---------

Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
Co-authored-by: Juulz <julesmcn@gmail.com>
Co-authored-by: Pranay S <pranayritvik@gmail.com>
Co-authored-by: Pranay Mac M1 <pranayseela@yahoo.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
Co-authored-by: Emil Tveden Bjerglund <emilbp@gmail.com>
Co-authored-by: andrewhumble <43395285+andrewhumble@users.noreply.github.com>
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>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Co-authored-by: James Skinner <56730344+JSkinnerUK@users.noreply.github.com>
Co-authored-by: L. Warren Thompson <warren.thompson@zuirail.com>
Co-authored-by: L. Warren Thompson <lwarrenthompson@Warren-MBP.local>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: CodeRabbit <noreply@coderabbit.ai>
Co-authored-by: Cursor Agent <cursoragent@cursor.com>
Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
@Juulz Juulz deleted the more-tour-updates branch April 12, 2026 10:40
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