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Add fallback value for payeename: 'undefined' - CBC Bank #4384

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merged 3 commits into from
Feb 16, 2025

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MMichotte
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Similarly to PR#533, this fix provides a default fallback payeename value ('undefined') for the CBC bank in case the payeename is missing.

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@MMichotte MMichotte changed the title [WIP] Add fallback value for payeename: 'undefined' Add fallback value for payeename: 'undefined' Feb 15, 2025
@MMichotte MMichotte changed the title Add fallback value for payeename: 'undefined' Add fallback value for payeename: 'undefined' - CBC Bank Feb 15, 2025
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Walkthrough

The change updates the normalizeTransaction method by modifying how the payeeName property is assigned for both positive and negative transaction amounts. For positive amounts, the assignment now includes an additional fallback value of 'undefined', ensuring that if both transaction.debtorName and transaction.remittanceInformationUnstructured are falsy, payeeName will receive the string 'undefined'. A similar modification was made for negative amounts, where the assignment also includes 'undefined' as a fallback if both transaction.creditorName and the result from extractPayeeNameFromRemittanceInfo are falsy. The overall control flow and error handling of the method remain unchanged, and no alterations were made to the declarations of exported or public entities.


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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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🧠 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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@UnderKoen UnderKoen merged commit 04f8140 into actualbudget:master Feb 16, 2025
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lelemm pushed a commit to lelemm/actual that referenced this pull request Feb 18, 2025
…t#4384)

* Add fallback value for payename: 'undefined'

* docs: add release note

* Add fallback value for payename: 'undefined' (for negative amounts)
lelemm added a commit to lagoom-br/actual that referenced this pull request Feb 20, 2025
* 🐛  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

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---------

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* 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

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---------

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* 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

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---------

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* rename two migrations to realign with convention (actualbudget#4343)

* Updating sync server package name to @actual-app/sync-server (actualbudget#4370)

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* 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

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---------

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* 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

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* 🐛 Fix: Error rate limit at user directory page (actualbudget#4397)

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* 🐛 Fix new proxy middleware dependency missing on prod build (actualbudget#4400)

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* 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

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* 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

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* 📚 Translation batch #1 (actualbudget#4408)

* Translation batch

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* fix code review from coderabbit

* code review

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* 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

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* chore: rename variable decimalSep to decimalSeparator

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* chore: rename decimalSep and thousandsSep variables to decimalSeparator and thousandsSeparator

---------

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* 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

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* Revert (No payee) color

* Fix tests

* VRT

* Fix category transactions

* Fix lint and VRT

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---------

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* 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

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* 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

---------

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