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Add fallback value for payeename: 'undefined' - CBC Bank #4384
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Actionable comments posted: 0
🧹 Nitpick comments (2)
packages/sync-server/src/app-gocardless/banks/cbc_cregbebb.js (2)
18-21
: LGTM! Consider improving the fallback value.The implementation correctly handles missing payee names for positive amounts. However, using 'undefined' as a string literal could be confusing.
Consider using a more descriptive fallback value:
- 'undefined'; + 'Unknown Payee';
18-21
: Consider applying the same extraction logic for positive amounts.For negative amounts, you're using
extractPayeeNameFromRemittanceInfo
to parse the payee name from the remittance information. Consider applying the same logic to positive amounts for consistency.Here's a suggested implementation:
if (Number(transaction.transactionAmount.amount) > 0) { editedTrans.payeeName = transaction.debtorName || - transaction.remittanceInformationUnstructured || - 'undefined'; + extractPayeeNameFromRemittanceInfo( + transaction.remittanceInformationUnstructured, + ['Paiement', 'Domiciliation', 'Transfert', 'Ordre permanent'], + ) || + 'Unknown Payee';Also applies to: 23-28
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upcoming-release-notes/4384.md
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packages/sync-server/src/app-gocardless/banks/cbc_cregbebb.js
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🧠 Learnings (1)
packages/sync-server/src/app-gocardless/banks/cbc_cregbebb.js (2)
Learnt from: matt-fidd
PR: actualbudget/actual#4253
File: packages/sync-server/src/app-gocardless/banks/easybank_bawaatww.js:24-30
Timestamp: 2025-02-12T01:17:09.971Z
Learning: In bank sync implementations, payeeName is not a core field and should be assigned to editedTrans rather than directly modifying the transaction object, as it's handled by the fallback normalization logic.
Learnt from: matt-fidd
PR: actualbudget/actual#4253
File: packages/sync-server/src/app-gocardless/banks/integration-bank.js:68-71
Timestamp: 2025-02-11T17:28:02.196Z
Learning: In the integration-bank.js normalizeTransaction method, mutating the original transaction object by adding remittanceInformationUnstructuredArrayString and remittanceInformationStructuredArrayString properties is acceptable.
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…t#4384) * Add fallback value for payename: 'undefined' * docs: add release note * Add fallback value for payename: 'undefined' (for negative amounts)
* 🐛 Fix Initializing the connection to the local database hang (actualbudget#4375) * fix initializing to the local db * release notes * Add percentage adjustments to schedule templates (actualbudget#4098) (actualbudget#4257) * add percentage adjustments to schedule templates * update release note * remove unecessary parentheses * Update packages/loot-core/src/server/budget/goalsSchedule.ts Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> * PR comments addressed * Linting fixes * Updated error handling, added tests * Linting fixes --------- Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> Co-authored-by: youngcw <calebyoung94@gmail.com> * Custom mapping and import settings for bank sync providers (actualbudget#4253) * barebones UI * add saving and prefs * add last sync functionality * use mapping for synced transactions * note * jest -u * Update VRT * Coderabbit Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> * add new fields * rename migration, newer in master * lint * coderabbit * update snapshots * GoCardless handlers fallback and notes * expose new fields from SimpleFIN * update tests * update instructions on GoCardless handlers * lint * feedback * Update VRT --------- Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com> Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> Co-authored-by: youngcw <calebyoung94@gmail.com> * Add fallback value for payeename: 'undefined' - CBC Bank (actualbudget#4384) * Add fallback value for payename: 'undefined' * docs: add release note * Add fallback value for payename: 'undefined' (for negative amounts) * [TypeScript] Convert test page models to TS (actualbudget#4218) * Dummy commit * Delete js snapshots * Move extended expect and test to fixtures * Fix wrong commit * Update VRT * Dummy commit to run GH actions * Convert test page models to TS * Release notes * Fix typecheck errors * New page models to TS * Fix typecheck error * Fix page name * Put awaits on getTableTotals --------- Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com> * rename two migrations to realign with convention (actualbudget#4343) * Updating sync server package name to @actual-app/sync-server (actualbudget#4370) * updating sync server to have a consistent package name * release notes * Add today button on mobile budget page (actualbudget#4380) * feat: today button on mobile budget page Jumps to the current month * add release note * cleaner onCurrentMonth * Update VRT * use SvgCalendar from icons/v2 Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk> * Update VRT --------- Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com> Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk> * Development mode for sync server (React Fast Refresh on port 5006) (actualbudget#4372) * devmode for sync server * removed pluggy from this version * md * code review * changed how open browser * missed this * linter * trigger actions * 🐛 Fix: Error rate limit at user directory page (actualbudget#4397) * Error rate limit * md * 🐛 Fix new proxy middleware dependency missing on prod build (actualbudget#4400) * fix new proxy middleware not installed on prod build * release notes * Remove deprecated imports for several components (actualbudget#4385) * don't unbudget goals * lint * Fixes actualbudget#4069 : Ignore CSV inOutMode during OFX imports (actualbudget#4382) * Ignore inOutMode during OFX imports * Add release notes --------- Co-authored-by: youngcw <calebyoung94@gmail.com> * fix tooltip translation (actualbudget#4402) * [TypeScript] Make `db.runQuery` generic to make it easy to type DB query results (actualbudget#4247) * Make runQuery generic to make it easy to type DB query results. * Release notes * typo * update mapping data for existing synced transactions and always show direction dropdown (actualbudget#4403) * update sync mapping data for existing transactions on sync * show payment direction dropdown regardless of sample data * note * ignore changes in raw_synced_data * Fix top-level types of `send` function (actualbudget#4145) * Add release notes * Fix types of `send` function * Fix `send` types in a number of places * PR feedback * Foundations for the budget automations UI (actualbudget#4308) * Foundations for the budget automations UI * Coderabbit * Fix react-hooks/exhaustive-deps error on useSelected.tsx (actualbudget#4258) * Fix react-hooks/exhaustive-deps error on useSelected.tsx * Release notes * Fix react-hooks/exhaustive-deps error on usePayees.ts (actualbudget#4260) * Fix react-hooks/exhaustive-deps error on usePayees.ts * Rename * Release notes * Fix react-hooks/exhaustive-deps error on useAccounts.ts (actualbudget#4262) * Fix react-hooks/exhaustive-deps error on useAccounts.ts * Release notes * Fix react-hooks/exhaustive-deps error on Titlebar.tsx (actualbudget#4273) * Fix react-hooks/exhaustive-deps error on Titlebar.tsx * Release notes * [WIP] BANKS_WITH_LIMITED_HISTORY constant update (actualbudget#4388) * Fix react-hooks/exhaustive-deps error on useProperFocus.tsx (actualbudget#4259) * Fix react-hooks/exhaustive-deps error on useProperFocus.tsx * Remove comment in eslint config * Release notes * Fix react-hooks/exhaustive-deps error on TransactionsTable.jsx (actualbudget#4268) * Fix react-hooks/exhaustive-deps error on TransactionsTable.jsx * Release notes * Fix lint * Fix react-hooks/exhaustive-deps error on table.tsx (actualbudget#4274) * Fix react-hooks/exhaustive-deps error on table.tsx * Release notes * Fix react-hooks/exhaustive-deps error on useCategories.ts (actualbudget#4261) * Fix react-hooks/exhaustive-deps error on useCategories.ts * Release notes * 👷 Typescript: Improving typing of asyncStorage (global-store.json) (actualbudget#4369) * typing globalprefs * adding release notes * unneeded partial * removing prop that crept in * 📚 Translation batch #1 (actualbudget#4408) * Translation batch * md * Update packages/desktop-client/src/components/settings/Export.tsx Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> * fix code review from coderabbit * code review --------- Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> * Fix currencyToAmount incorrectly converting input (actualbudget#4383) * fix: ensure currencyToAmount works regardless of the configured number format * chore: linting * docs: add release note * test: ensure correct amount is entered for debit when adding split transactions * chore: rename variable thousandsSep to thousandsSeparator Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com> * chore: rename variable decimalSep to decimalSeparator Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com> * chore: rename decimalSep and thousandsSep variables to decimalSeparator and thousandsSeparator --------- Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com> * useDisplayPayee hook to unify payee names in mobile and desktop. (actualbudget#4213) * useDisplayPayee hook to unify payee logic in mobile and desktop * Release notes * Fix typecheck errors * Fix test * Update test * Revert (No payee) color * Fix tests * VRT * Fix category transactions * Fix lint and VRT * Update VRT * Translate --------- Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com> * Extract transaction related server handlers from `main.ts` to `server/transactions/app.ts` (actualbudget#4221) * Move transaction related handlers to server/transactions folder and use the new convention * Fix lint and typecheck * Release notes * Update handler names * Move get-earliest-transaction * Update release notes * Fix tests * Fix types * Fix lint * Update snapshot * Remove duplicate parse-file.ts * Fix lint * 🐛 Fix `On budget` / `Off budget` underline with translated languages (actualbudget#4417) * Fix `On budget` / `Off budget` underline * md * ajuste para o merge --------- Co-authored-by: Michael Clark <5285928+MikesGlitch@users.noreply.github.com> Co-authored-by: Matt Farrell <10377148+MattFaz@users.noreply.github.com> Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> Co-authored-by: youngcw <calebyoung94@gmail.com> Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk> Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com> Co-authored-by: Martin Michotte <55855805+MMichotte@users.noreply.github.com> Co-authored-by: Joel Jeremy Marquez <joeljeremy.marquez@gmail.com> Co-authored-by: Adam Stück <adam@adast.dk> Co-authored-by: Alberto Cortina Eduarte <albertocortina96@gmail.com> Co-authored-by: Gabriel J. Michael <gabriel.j.michael@gmail.com> Co-authored-by: Julian Dominguez-Schatz <julian.dominguezschatz@gmail.com> Co-authored-by: Michał Gołąb <23549913+michalgolab@users.noreply.github.com> Co-authored-by: Antoine Taillard <an.taillard@gmail.com>
Similarly to PR#533, this fix provides a default fallback payeename value ('undefined') for the CBC bank in case the payeename is missing.