actualbudget / actual

A local-first personal finance app
https://actualbudget.org
MIT License
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fix: change payee rule not working #3702 #3704

Closed UnderKoen closed 3 weeks ago

UnderKoen commented 4 weeks ago
netlify[bot] commented 4 weeks ago

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github-actions[bot] commented 4 weeks ago

Bundle Stats — desktop-client

Hey there, this message comes from a GitHub action that helps you and reviewers to understand how these changes affect the size of this project's bundle.

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Files count Total bundle size % Changed
9 5.32 MB 0%

Changeset

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**Added** No assets were added **Removed** No assets were removed **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- static/js/indexeddb-main-thread-worker-e59fee74.js | 13.5 kB | 0% static/js/resize-observer.js | 18.37 kB | 0% static/js/BackgroundImage.js | 122.29 kB | 0% static/js/narrow.js | 82.57 kB | 0% static/js/usePreviewTransactions.js | 1.64 kB | 0% static/js/AppliedFilters.js | 21.3 kB | 0% static/js/wide.js | 232.12 kB | 0% static/js/ReportRouter.js | 1.51 MB | 0% static/js/index.js | 3.33 MB | 0%
github-actions[bot] commented 4 weeks ago

Bundle Stats — loot-core

Hey there, this message comes from a GitHub action that helps you and reviewers to understand how these changes affect the size of this project's bundle.

As this PR is updated, I'll keep you updated on how the bundle size is impacted.

Total

Files count Total bundle size % Changed
1 1.27 MB → 1.27 MB (+63 B) +0.00%
Changeset File | Δ | Size ---- | - | ---- `packages/loot-core/src/server/accounts/rules.ts` | 📈 +114 B (+0.35%) | 31.75 kB → 31.86 kB `packages/loot-core/src/server/accounts/transaction-rules.ts` | 📈 +83 B (+0.28%) | 28.97 kB → 29.05 kB
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**Added** No assets were added **Removed** No assets were removed **Bigger** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker.js | 1.27 MB → 1.27 MB (+63 B) | +0.00% **Smaller** No assets were smaller **Unchanged** No assets were unchanged
coderabbitai[bot] commented 4 weeks ago

Walkthrough

This pull request introduces modifications to two files within the packages/loot-core/src/server/accounts directory: rules.ts and transaction-rules.ts. In rules.ts, the exec method of the Action class is updated to include a new conditional block that sets the payee property of an object to the string 'new' when the field is 'payee_name'. This change affects how actions related to the payee_name field are executed. In transaction-rules.ts, the finalizeTransactionForRules function is modified to alter the logic for setting the payee property of a transaction. The new logic checks if trans.payee equals 'new' and, if so, evaluates the trans.payee_name to either retrieve an existing payee ID or insert a new payee. If trans.payee_name is not defined, trans.payee is set to null. Minor formatting adjustments, such as the addition of a newline, are also included but do not impact functionality.

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sparkles: Merged

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📜 Recent review details **Configuration used: CodeRabbit UI** **Review profile: CHILL**
📥 Commits Files that changed from the base of the PR and between 715bc00e3bcca8a539bfb2327a1e120dc595941e and a99952b79e90960ed6f8bec9e3bf6b7ccd15db99.
⛔ Files ignored due to path filters (1) * `upcoming-release-notes/3704.md` is excluded by `!**/*.md`
📒 Files selected for processing (2) * packages/loot-core/src/server/accounts/rules.ts (1 hunks) * packages/loot-core/src/server/accounts/transaction-rules.ts (1 hunks)
🧰 Additional context used
📓 Learnings (1)
packages/loot-core/src/server/accounts/transaction-rules.ts (2)
``` Learnt from: UnderKoen PR: actualbudget/actual#3619 File: packages/loot-core/src/server/accounts/transaction-rules.ts:795-801 Timestamp: 2024-10-09T20:30:39.127Z Learning: In the `finalizeTransactionForRules` function within `packages/loot-core/src/server/accounts/transaction-rules.ts`, potential race conditions when inserting payees are handled in the method that calls this function, so additional safeguards within `finalizeTransactionForRules` are unnecessary. ``` ``` Learnt from: UnderKoen PR: actualbudget/actual#3619 File: packages/loot-core/src/server/accounts/transaction-rules.ts:551-0 Timestamp: 2024-10-09T20:17:46.493Z Learning: When finalizing transactions that involve inserting or retrieving payees, avoid using `Promise.all` as it may result in duplicate payees due to concurrent operations. Sequential processing ensures payees are correctly handled without duplication. ```
🔇 Additional comments (2)
packages/loot-core/src/server/accounts/transaction-rules.ts (1)
`795-805`: **LGTM! New payee handling logic looks good.** The changes introduce a clear and concise way to handle new payees: 1. It checks if `trans.payee` is set to 'new'. 2. If `trans.payee_name` is provided, it either retrieves an existing payee or inserts a new one. 3. If `trans.payee_name` is not provided, it sets `trans.payee` to null. This approach ensures that new payees are correctly processed and set in the transaction.
packages/loot-core/src/server/accounts/rules.ts (1)
`628-631`: **Consider updating related code for consistency** The addition of this code block is a good step towards handling the `payee_name` field correctly. However, there are a few points to consider: 1. This change sets the `payee` field to 'new' when `payee_name` is set, which aligns with the changes made in the `finalizeTransactionForRules` function (as mentioned in the AI summary for another file). 2. It's worth noting that this change might have implications for other parts of the codebase that deal with payee-related logic. Ensure that this new behavior is consistent with the overall payee handling strategy. 3. The string 'new' is used as a magic value. Consider defining this as a constant at the module level for better maintainability. To ensure consistency across the codebase, let's check for other occurrences of payee-related logic:
✅ Verification successful **Verified payee-related logic consistency** Only two instances found where `payee` is set to `'new'`. No additional inconsistencies detected. Consider defining `'NEW_PAYEE_VALUE'` as a constant for better maintainability.
🏁 Scripts executed The following scripts were executed for the analysis: Script: ```shell #!/bin/bash # Search for payee-related logic in the codebase rg -i "payee.*=.*['\"](new|null)" --type ts ``` Length of output: 223
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youngcw commented 4 weeks ago

hook test

youngcw commented 4 weeks ago

test again

youngcw commented 4 weeks ago

test again