feat: add "last reconciled" timestamp to accounts

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

@@ -1010,6 +1010,13 @@ class AccountInternal extends PureComponent<
 
   onDoneReconciling = async () => {
     const { accountId } = this.props;
+    const account = this.props.accounts.find(
+      account => account.id === accountId,
+    );
+    if (!account) {
+      throw new Error(`Account with ID ${accountId} not found.`);
+    }
+
     const { reconcileAmount } = this.state;
 
     const { data } = await runQuery(
@@ -1034,6 +1041,13 @@ class AccountInternal extends PureComponent<
       await this.lockTransactions();
     }
 
+    const lastReconciled = new Date().getTime().toString();
+    this.props.dispatch(
+      updateAccount({
+        account: { ...account, last_reconciled: lastReconciled },
+      }),
+    );
+
     this.setState({
       reconcileAmount: null,
       showCleared: this.state.prevShowCleared,

packages/desktop-client/src/components/accounts/Balance.tsx

@@ -4,6 +4,8 @@ import { useTranslation } from 'react-i18next';
 import { Button } from '@actual-app/components/button';
 import { Text } from '@actual-app/components/text';
 import { View } from '@actual-app/components/view';
+import { formatDistanceToNow } from 'date-fns';
+import * as locales from 'date-fns/locale';
 import { useHover } from 'usehooks-ts';
 
 import { useCachedSchedules } from 'loot-core/client/data-hooks/schedules';
@@ -12,7 +14,9 @@ import { getScheduledAmount } from 'loot-core/shared/schedules';
 import { isPreviewId } from 'loot-core/shared/transactions';
 import { type AccountEntity } from 'loot-core/types/models';
 
+import { useGlobalPref } from '../../hooks/useGlobalPref';
 import { useSelectedItems } from '../../hooks/useSelected';
+import { SvgLockClosed } from '../../icons/v1';
 import { SvgArrowButtonRight1 } from '../../icons/v2';
 import { theme } from '../../style';
 import { PrivacyFilter } from '../PrivacyFilter';
@@ -143,11 +147,23 @@ function FilteredBalance({ filteredAmount }: FilteredBalanceProps) {
   );
 }
 
+const tsToRelativeTime = (ts: string | null, language: string): string => {
+  if (!ts) return 'Unknown';
+
+  const parsed = new Date(parseInt(ts, 10));
+  const locale =
+    locales[language.replace('-', '') as keyof typeof locales] ??
+    locales['enUS'];
+
+  return formatDistanceToNow(parsed, { addSuffix: true, locale });
+};
+
 type MoreBalancesProps = {
   balanceQuery: { name: `balance-query-${string}`; query: Query };
+  lastReconciled?: string | null;
 };
 
-function MoreBalances({ balanceQuery }: MoreBalancesProps) {
+function MoreBalances({ balanceQuery, lastReconciled }: MoreBalancesProps) {
   const { t } = useTranslation();
 
   const cleared = useSheetValue<'balance', `balance-query-${string}-cleared`>({
@@ -163,10 +179,33 @@ function MoreBalances({ balanceQuery }: MoreBalancesProps) {
     query: balanceQuery.query.filter({ cleared: false }),
   });
 
+  const [language] = useGlobalPref('language');
+
   return (
     <View style={{ flexDirection: 'row' }}>
       <DetailedBalance name={t('Cleared total:')} balance={cleared ?? 0} />
       <DetailedBalance name={t('Uncleared total:')} balance={uncleared ?? 0} />
+      <Text
+        style={{
+          marginLeft: 15,
+          borderRadius: 4,
+          padding: '4px 6px',
+          color: theme.pillText,
+          backgroundColor: theme.pillBackground,
+        }}
+      >
+        <SvgLockClosed
+          style={{
+            width: 11,
+            height: 11,
+            color: theme.pillText,
+            marginRight: 5,
+          }}
+        />
+        {lastReconciled
+          ? `${t('Reconciled')} ${tsToRelativeTime(lastReconciled, language || 'en-US')}`
+          : t('Not yet reconciled')}
+      </Text>
     </View>
   );
 }
@@ -251,7 +290,13 @@ export function Balances({
           }}
         />
       </Button>
-      {showExtraBalances && <MoreBalances balanceQuery={balanceQuery} />}
+
+      {showExtraBalances && (
+        <MoreBalances
+          balanceQuery={balanceQuery}
+          lastReconciled={account?.last_reconciled}
+        />
+      )}
 
       {selectedItems.size > 0 && (
         <SelectedBalance selectedItems={selectedItems} account={account} />

packages/desktop-client/src/components/spreadsheet/index.ts

@@ -14,6 +14,7 @@ export type Spreadsheets = {
     'offbudget-accounts-balance': number;
     balanceCleared: number;
     balanceUncleared: number;
+    lastReconciled: string | null;
   };
   category: {
     // Common fields

packages/loot-core/migrations/1740506588539_add_last_reconciled_at.sql

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

packages/loot-core/src/mocks/index.ts

@@ -22,6 +22,7 @@ export function generateAccount(
     name,
     offbudget: offbudget ? 1 : 0,
     sort_order: 0,
+    last_reconciled: null,
     tombstone: 0,
     closed: 0,
     ...emptySyncFields(),

packages/loot-core/src/server/accounts/app.ts

@@ -59,8 +59,17 @@ export type AccountHandlers = {
   'account-unlink': typeof unlinkAccount;
 };
 
-async function updateAccount({ id, name }: Pick<AccountEntity, 'id' | 'name'>) {
-  await db.update('accounts', { id, name });
+async function updateAccount({
+  id,
+  name,
+  last_reconciled,
+}: Pick<AccountEntity, 'id' | 'name'> &
+  Partial<Pick<AccountEntity, 'last_reconciled'>>) {
+  await db.update('accounts', {
+    id,
+    name,
+    ...(last_reconciled && { last_reconciled }),
+  });
   return {};
 }
 

packages/loot-core/src/server/aql/schema/index.ts

@@ -74,6 +74,7 @@ export const schema = {
     account_id: f('string'),
     official_name: f('string'),
     account_sync_source: f('string'),
+    last_reconciled: f('string'),
     last_sync: f('string'),
   },
   categories: {

packages/loot-core/src/types/models/account.d.ts

@@ -4,6 +4,7 @@ export type AccountEntity = {
   offbudget: 0 | 1;
   closed: 0 | 1;
   sort_order: number;
+  last_reconciled: string | null;
   tombstone: 0 | 1;
 } & (_SyncFields<true> | _SyncFields<false>);
 

upcoming-release-notes/4459.md

@@ -0,0 +1,6 @@
+---
+category: Features
+authors: [tostasmistas]
+---
+
+Add "last reconciled" timestamp to accounts