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Add "payee is nothing" condition to rule if there is no payee set in a schedule #4267

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@matt-fidd matt-fidd commented Jan 30, 2025

Fixes #1616

Repro instructions copied from the issue:

  1. Create a schedule that is due and assign to an account
  2. Leave payee field empty
  3. Add new transaction to the account used in step 1 and set its payee

image
image

Caused by the schedule rule creation skipping adding conditions for null fields, but in this case we should retain the payee=null check to avoid accidentally matching other transactions.

@actual-github-bot actual-github-bot bot changed the title Add "payee is nothing" condition to rule if there is no payee set in a schedule [WIP] Add "payee is nothing" condition to rule if there is no payee set in a schedule Jan 30, 2025
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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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Total

Files count Total bundle size % Changed
15 6.71 MB → 6.71 MB (+21 B) +0.00%
Changeset
File Δ Size
src/components/schedules/ScheduleDetails.tsx 📈 +21 B (+0.07%) 30.84 kB → 30.86 kB
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static/js/index.js 4.29 MB → 4.29 MB (+21 B) +0.00%

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Asset File Size % Changed
static/js/indexeddb-main-thread-worker-e59fee74.js 13.5 kB 0%
static/js/nl.js 79.76 kB 0%
static/js/resize-observer.js 18.37 kB 0%
static/js/workbox-window.prod.es5.js 5.69 kB 0%
static/js/BackgroundImage.js 122.29 kB 0%
static/js/uk.js 111.11 kB 0%
static/js/AppliedFilters.js 10.52 kB 0%
static/js/en-GB.js 99.33 kB 0%
static/js/pt-BR.js 103.29 kB 0%
static/js/wide.js 102.8 kB 0%
static/js/useAccountPreviewTransactions.js 1.69 kB 0%
static/js/en.js 99.34 kB 0%
static/js/narrow.js 84.94 kB 0%
static/js/ReportRouter.js 1.59 MB 0%

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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

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1 1.33 MB 0%

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@matt-fidd matt-fidd changed the title [WIP] Add "payee is nothing" condition to rule if there is no payee set in a schedule Add "payee is nothing" condition to rule if there is no payee set in a schedule Jan 30, 2025
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coderabbitai bot commented Jan 30, 2025

Walkthrough

The pull request modifies the updateCond function within the ScheduleDetails.tsx component, specifically changing the condition for returning a new condition object. The key modification allows for creating a condition for the 'payee' field even when its value is null. This change impacts how schedule conditions are updated, particularly when dealing with the payee field. The core validation logic for date and amount fields remains unchanged, maintaining the existing error handling for those fields.

Assessment against linked issues

Objective Addressed Explanation
Fix schedule icon appearing with no payee [#1616]

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Actionable comments posted: 0

🧹 Nitpick comments (1)
packages/desktop-client/src/components/schedules/ScheduleDetails.tsx (1)

71-74: LGTM! Consider adding a comment for clarity.

The modification correctly handles the case where a payee is not set in a schedule, allowing the creation of a "payee is nothing" condition. This fixes the issue described in #1616.

Consider adding a comment to explain the special handling of the payee field:

+    // Special case: We want to create a condition for payee even when it's null
+    // to ensure schedules match transactions with no payee set
     if (value != null || field === 'payee') {
       return { op, field, value };
     }
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Reviewing files that changed from the base of the PR and between 64df0e1 and 9485675.

⛔ Files ignored due to path filters (1)
  • upcoming-release-notes/4267.md is excluded by !**/*.md
📒 Files selected for processing (1)
  • packages/desktop-client/src/components/schedules/ScheduleDetails.tsx (1 hunks)
⏰ Context from checks skipped due to timeout of 90000ms (2)
  • GitHub Check: Functional
  • GitHub Check: Visual regression
🔇 Additional comments (2)
packages/desktop-client/src/components/schedules/ScheduleDetails.tsx (2)

Line range hint 1-1000: LGTM! The changes are well integrated.

The modification to handle null payee values is well integrated with the existing component. The UI properly supports this case through the PayeeAutocomplete component, and the error handling remains robust.


71-74: Verify impact on existing schedules.

While the change correctly implements the "payee is nothing" condition, we should verify that it doesn't affect existing schedules with null payee values.

✅ Verification successful

Change is safe and consistent with existing null payee handling

The codebase already handles null payee values properly in both schedules and transaction rules, as evidenced by existing test cases and null-safe implementations. The special case for payee field aligns with the established behavior.

🏁 Scripts executed

The following scripts were executed for the analysis:

Script:

#!/bin/bash
# Search for existing schedules with null payee values
ast-grep --pattern 'schedule._payee ?? null'

# Search for existing rule conditions related to payee
rg -A 5 '"field": "payee"'

Length of output: 4171

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[Bug]: Schedule icon shows up on add transaction row when there is a due schedule with no payee
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