Import only what's needed from the API for importer packages

packages/api/.gitignore

@@ -1 +0,0 @@
-app/bundle.api.js*

packages/api/package.json

@@ -1,18 +1,9 @@
 {
   "name": "@actual-app/api",
-  "version": "4.1.5",
+  "version": "4.0.2",
   "license": "MIT",
   "description": "An API for Actual",
   "main": "index.js",
-  "files": [
-    "app",
-    "default-db.sqlite",
-    "index.js",
-    "injected.js",
-    "methods.js",
-    "migrations",
-    "utils.js"
-  ],
   "dependencies": {
     "better-sqlite3": "^7.5.0",
     "node-fetch": "^1.6.3",

packages/desktop-client/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@actual-app/web",
-  "version": "22.12.03",
+  "version": "22.10.25",
   "license": "MIT",
   "files": [
     "build"

packages/desktop-client/src/components/accounts/Account.js

@@ -35,7 +35,6 @@ import {
   Stack
 } from 'loot-design/src/components/common';
 import { KeyHandlers } from 'loot-design/src/components/KeyHandlers';
-import NotesButton from 'loot-design/src/components/NotesButton';
 import CellValue from 'loot-design/src/components/spreadsheet/CellValue';
 import format from 'loot-design/src/components/spreadsheet/format';
 import useSheetValue from 'loot-design/src/components/spreadsheet/useSheetValue';
@@ -671,46 +670,30 @@ const AccountHeader = React.memo(
                   />
                 </InitialFocus>
               ) : isNameEditable ? (
-                <View
+                <Button
+                  bare
                   style={{
-                    flexDirection: 'row',
+                    fontSize: 25,
-                    alignItems: 'center',
+                    fontWeight: 500,
-                    gap: 3,
+                    marginLeft: -5,
-                    '& .hover-visible': {
+                    marginTop: -5,
-                      opacity: 0,
+                    backgroundColor: 'transparent',
-                      transition: 'opacity .25s'
+                    '& svg': { display: 'none' },
-                    },
+                    '&:hover svg': { display: 'unset' }
-                    '&:hover .hover-visible': {
-                      opacity: 1
-                    }
                   }}
+                  onClick={() => onExposeName(true)}
                 >
-                  <View
+                  {accountName}
-                    style={{
-                      fontSize: 25,
-                      fontWeight: 500,
-                      marginRight: 5,
-                      marginBottom: 5
-                    }}
-                  >
-                    {accountName}
-                  </View>
 
-                  <NotesButton id={`account-${account.id}`} />
+                  <Pencil1
-                  <Button
+                    style={{
-                    bare
+                      width: 11,
-                    className="hover-visible"
+                      height: 11,
-                    onClick={() => onExposeName(true)}
+                      marginLeft: 5,
-                  >
+                      color: colors.n4
-                    <Pencil1
+                    }}
-                      style={{
+                  />
-                        width: 11,
+                </Button>
-                        height: 11,
-                        color: colors.n8
-                      }}
-                    />
-                  </Button>
-                </View>
               ) : (
                 <View
                   style={{ fontSize: 25, fontWeight: 500, marginBottom: 5 }}

packages/desktop-electron/package.json

@@ -3,7 +3,7 @@
   "productName": "Actual",
   "author": "Shift Reset LLC",
   "description": "A simple and powerful personal finance system",
-  "version": "22.12.03",
+  "version": "22.10.25",
   "scripts": {
     "clean": "rm -rf dist",
     "build": "electron-builder",

packages/loot-core/src/client/actions/queries.js

@@ -24,12 +24,21 @@ export function applyBudgetAction(month, type, args) {
       case 'set-3-avg':
         await send('budget/set-3month-avg', { month });
         break;
+      case 'set-all-future':
+        await send('budget/set-all-future', { startMonth: month });
+        break;
       case 'hold':
         await send('budget/hold-for-next-month', {
           month,
           amount: args.amount
         });
         break;
+      case 'hold-all-future':
+        await send('budget/hold-for-future-months', {
+          startMonth: month,
+          amount: args.amount
+        });
+        break;
       case 'reset-hold':
         await send('budget/reset-hold', { month });
         break;

packages/loot-core/src/server/budget/actions.js

@@ -190,6 +190,26 @@ export async function set3MonthAvg({ month }) {
   });
 }
 
+export async function setAllFuture({ startMonth }) {
+  if (!isReflectBudget()) {
+    throw new Error('setAllFuture only applies to report budget type');
+  }
+  let table = getBudgetTable();
+  let budgetData = await getBudgetData(table, dbMonth(startMonth));
+  let months = getAllMonths(monthUtils.addMonths(startMonth, 1));
+
+  batchMessages(() => {
+    for (let month of months) {
+      budgetData.forEach(budget => {
+        if (budget.is_income === 1 && !isReflectBudget()) {
+          return;
+        }
+        setBudget({ category: budget.category, month, amount: budget.amount });
+      });
+    }
+  });
+}
+
 export async function holdForNextMonth({ month, amount }) {
   let row = await db.first(
     'SELECT buffered FROM zero_budget_months WHERE id = ?',
@@ -212,6 +232,18 @@ export async function holdForNextMonth({ month, amount }) {
   return false;
 }
 
+export async function holdForFutureMonths({ startMonth, amount }) {
+  let months = getAllMonths(startMonth);
+
+  await batchMessages(async () => {
+    for (let month of months) {
+      if (!(await holdForNextMonth({ month, amount }))) {
+        break;
+      }
+    }
+  });
+}
+
 export async function resetHold({ month }) {
   await setBuffer(month, 0);
 }

packages/loot-core/src/server/budget/app.js

@@ -12,10 +12,15 @@ app.method(
 );
 app.method('budget/set-zero', mutator(undoable(actions.setZero)));
 app.method('budget/set-3month-avg', mutator(undoable(actions.set3MonthAvg)));
+app.method('budget/set-all-future', mutator(undoable(actions.setAllFuture)));
 app.method(
   'budget/hold-for-next-month',
   mutator(undoable(actions.holdForNextMonth))
 );
+app.method(
+  'budget/hold-for-future-months',
+  mutator(undoable(actions.holdForFutureMonths))
+);
 app.method('budget/reset-hold', mutator(undoable(actions.resetHold)));
 app.method(
   'budget/cover-overspending',

packages/loot-design/src/components/budget/report/BudgetSummary.js

@@ -368,6 +368,10 @@ export default React.memo(function BudgetSummary({ month }) {
                       {
                         name: 'set-3-avg',
                         text: 'Set budgets to 3 month avg'
+                      },
+                      {
+                        name: 'set-all-future',
+                        text: 'Apply to all future budgets'
                       }
                     ]}
                   />

packages/loot-design/src/components/budget/rollover/BudgetSummary.js

@@ -204,6 +204,10 @@ function ToBudget({ month, prevMonthName, collapsed, onBudgetAction }) {
                             name: 'buffer',
                             text: 'Hold for next month'
                           },
+                          {
+                            name: 'buffer-future',
+                            text: 'Hold for all future months'
+                          },
                           {
                             name: 'reset-buffer',
                             text: "Reset next month's buffer"
@@ -220,6 +224,14 @@ function ToBudget({ month, prevMonthName, collapsed, onBudgetAction }) {
                       }}
                     />
                   )}
+                  {state.menuOpen === 'buffer-future' && (
+                    <HoldTooltip
+                      onClose={() => setState({ menuOpen: null })}
+                      onSubmit={amount => {
+                        onBudgetAction(month, 'hold-all-future', { amount });
+                      }}
+                    />
+                  )}
                   {state.menuOpen === 'transfer' && (
                     <TransferTooltip
                       initialAmountName="leftover"

packages/mobile/src/components/budget/index.js

@@ -330,6 +330,11 @@ class Budget extends React.Component {
           case 3:
             this.onBudgetAction('set-3-avg');
             break;
+          case 4:
+            if (budgetType === 'report') {
+              this.onBudgetAction('set-all-future');
+              break;
+            }
           default:
         }
       }