Enactment: enable triggering of rules on selected transaction form the account view. #3805
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…nsaction view Signed-off-by: Stefano Tranquillini <[email protected]>
Signed-off-by: Stefano Tranquillini <[email protected]>
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Going to fix the things tomorrow or on monday. My bad |
Signed-off-by: Stefano Tranquillini <[email protected]>
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Warning There were issues while running some tools. Please review the errors and either fix the tool’s configuration or disable the tool if it’s a critical failure. 🔧 eslint
packages/desktop-client/src/components/accounts/Account.tsxOops! Something went wrong! :( ESLint: 8.57.1 ESLint couldn't find the plugin "eslint-plugin-eslint-plugin". (The package "eslint-plugin-eslint-plugin" was not found when loaded as a Node module from the directory "/packages/eslint-plugin-actual".) It's likely that the plugin isn't installed correctly. Try reinstalling by running the following: The plugin "eslint-plugin-eslint-plugin" was referenced from the config file in "packages/eslint-plugin-actual/.eslintrc.js". If you still can't figure out the problem, please stop by https://eslint.org/chat/help to chat with the team. WalkthroughThe pull request introduces enhancements to transaction management within the account management component of the desktop client. A new method, Possibly related PRs
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Actionable comments posted: 1
🧹 Outside diff range and nitpick comments (4)
packages/desktop-client/src/components/transactions/SelectedTransactionsButton.tsx (2)
262-266: Consider menu item placement.The "Run Rules" menu item is currently placed within the schedule-related conditional block. Consider moving it outside this block as running rules is independent of schedule linking status.
...(linked ? [ { name: 'view-schedule', text: t('View schedule'), key: 'S', disabled: selectedIds.length > 1, } as const, { name: 'unlink-schedule', text: t('Unlink schedule'), } as const, ] : [ { name: 'link-schedule', text: t('Link schedule'), key: 'S', } as const, { name: 'create-rule', text: t('Create rule'), } as const, - { - name: 'run-rules', - text: t('Run Rules'), - key: 'R', - } as const, ]), + { + name: 'run-rules', + text: t('Run Rules'), + key: 'R', + } as const,
Line range hint
1-353: Excellent first contribution!For your first TypeScript/React PR, the implementation is well-structured and follows the codebase patterns consistently. The component modifications are clean and maintain type safety.
A few architectural considerations:
- The placement of the "Run Rules" functionality in this component is appropriate as it operates on selected transactions.
- The API integration through props maintains good separation of concerns.
- The implementation properly handles the UI feedback loop through the hotkey and menu system.
packages/desktop-client/src/components/accounts/Header.tsx (1)
181-181: LGTM with a suggestion for error handling.The
onRunRulesprop is correctly passed through toSelectedTransactionsButton. However, consider adding error handling for cases where rule application fails.Consider wrapping the
onRunRuleshandler with error handling:- onRunRules={onRunRules} + onRunRules={async (...args) => { + try { + await onRunRules(...args); + } catch (error) { + // Handle or report the error appropriately + console.error('Failed to apply rules:', error); + // You might want to show a notification to the user + } + }}Also applies to: 364-364
packages/desktop-client/src/components/accounts/Account.tsx (1)
709-731: Consider architectural improvements for better maintainability.Since this is your first TypeScript/React PR, here are some architectural suggestions:
Function Placement:
- Consider moving the rule application logic to a custom hook (e.g.,
useRuleActions) to maintain consistency with other action hooks in the codebase (likeuseTransactionBatchActions).- This would improve code organization and reusability.
API Call Pattern:
- Consider creating a dedicated API client function in a separate service layer.
- This would centralize API calls and make them easier to maintain.
Transaction Refetching:
- Your concern about refetching only the edited transaction is valid.
- Consider implementing optimistic updates using the transaction IDs that were modified.
- Alternatively, request an API enhancement to return the modified transactions.
Example implementation of a custom hook:
// src/hooks/useRuleActions.ts export function useRuleActions() { const onBatchApplyRules = async (ids: string[]) => { // Implementation moved from AccountInternal }; return { onBatchApplyRules }; } // Usage in AccountInternal const { onBatchApplyRules } = useRuleActions();
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⛔ Files ignored due to path filters (1)
upcoming-release-notes/3805.mdis excluded by!**/*.md
📒 Files selected for processing (3)
packages/desktop-client/src/components/accounts/Account.tsx(3 hunks)packages/desktop-client/src/components/accounts/Header.tsx(3 hunks)packages/desktop-client/src/components/transactions/SelectedTransactionsButton.tsx(5 hunks)
🔇 Additional comments (6)
packages/desktop-client/src/components/transactions/SelectedTransactionsButton.tsx (4)
34-34: LGTM: Type definition is well-structured.
The onRunRules prop type follows the established pattern and is correctly typed as a callback function.
54-54: LGTM: Props destructuring is consistent.
The onRunRules prop is correctly destructured and maintains the component's prop ordering convention.
340-342: LGTM: Menu handler implementation is correct.
The 'run-rules' case in the switch statement follows the established pattern and correctly passes the selected IDs to the handler.
198-201: Verify potential hotkey conflicts.
The 'r' hotkey binding follows the correct pattern, but we should verify it doesn't conflict with existing shortcuts.
✅ Verification successful
No hotkey conflicts found for 'r' key binding
The 'r' hotkey is only used once in the codebase within SelectedTransactionsButton.tsx for running rules on selected transactions. All other hotkey bindings in this component use different keys ('f', 'd', 'a', 'p', 'n', 'c', 'l'), and no other components in the desktop client use the 'r' key binding. The implementation follows the established pattern using hotKeyOptions consistently.
🏁 Scripts executed
The following scripts were executed for the analysis:
Script:
#!/bin/bash
# Description: Search for other 'r' hotkey bindings in the codebase
# Expected: No other 'r' hotkey bindings in the same scope
# Search for useHotkeys with 'r' key
rg "useHotkeys.*['\"]r['\"]" --type ts --type tsx
# Search for potential hotkey documentation
fd "keyboard|shortcut|hotkey" -e md
Length of output: 121
Script:
#!/bin/bash
# Let's try different approaches to find hotkey usages
# Search for useHotkeys with 'r' using ripgrep without file type restrictions
rg "useHotkeys.*['\"]r['\"]"
# Search for any hotkey related files
fd "hotkey"
# Search for keyboard shortcuts in markdown files
rg "keyboard|shortcut" -g "*.md"
# Search specifically in the desktop-client package for hotkey usage
rg "useHotkeys" "packages/desktop-client"
Length of output: 3782
packages/desktop-client/src/components/accounts/Header.tsx (1)
98-98: LGTM! Clean type definition.
The onRunRules prop type is correctly defined using ComponentProps utility type, maintaining type safety and reusability.
packages/desktop-client/src/components/accounts/Account.tsx (1)
1763-1763: LGTM!
The onRunRules prop is correctly added to the AccountHeader component.
Signed-off-by: Stefano Tranquillini <[email protected]>
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Actionable comments posted: 0
🧹 Outside diff range and nitpick comments (1)
packages/desktop-client/src/components/accounts/Account.tsx (1)
1776-1776: Consider binding the method in the constructor.While the current implementation works correctly due to the use of PureComponent, it's a good practice to bind class methods that are passed as props in the constructor to ensure consistent method references.
constructor(props: AccountInternalProps) { super(props); this.paged = null; this.table = createRef(); + this.onRunRules = this.onRunRules.bind(this); this.state = { // ...existing state }; }
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packages/desktop-client/src/components/accounts/Account.tsx(3 hunks)
🔇 Additional comments (2)
packages/desktop-client/src/components/accounts/Account.tsx (2)
47-47: LGTM: Type import is correctly placed.
The RuleEntity type import is appropriately grouped with other model type imports.
709-743: LGTM: Excellent implementation following best practices.
The implementation successfully addresses all previous review comments with:
- Clean async/await usage
- Proper error handling with user notification
- Loading state management
- Optimized transaction fetching
- Type-safe operations
| // Apply all rules for this transaction | ||
| for (const rule of rules) { | ||
| await send('rule-apply-actions', { | ||
| transactions: [trans], | ||
| actions: rule.actions, | ||
| }); | ||
| } |
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As the rules can have more conditions, this will mostly like execute actions on transactions not meant for the rule
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There is a run-rules method which does all this.
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Should I just call that method for all the selected transactions?
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I tried to import and use it but i get stgrange errors which i don't know how to solve it.
import { runRules } from 'loot-core/server/accounts/transaction-rules';
...
onRunRules = async (ids: string[]) => {
try {
this.setState({ workingHard: true });
// Bulk fetch transactions
const transactions = this.state.transactions.filter(trans =>
ids.includes(trans.id),
);
//call the runrules function
await runRules(transactions);
// Fetch updated transactions once at the end
await this.fetchTransactions();
} catch (error) {
console.error('Error applying rules:', error);
this.props.addNotification({
type: 'error',
message: 'Failed to apply rules to transactions',
});
} finally {
this.setState({ workingHard: false });
}
};
in the shell I've this
[vite] Pre-transform error: Failed to resolve entry for package "@actual-app/crdt". The package may have incorrect main/module/exports specified in its package.json. (x1045)
in the browser i've this
[plugin:vite:import-analysis] Failed to resolve entry for package "@actual-app/crdt". The package may have incorrect main/module/exports specified in its package.json.
/Users/stefano/sw/actual/packages/loot-core/src/server/db/index.ts
at packageEntryFailure (file:///Users/stefano/sw/actual/node_modules/vite/dist/node/chunks/dep-CDnG8rE7.js:46575:15)
at resolvePackageEntry (file:///Users/stefano/sw/actual/node_modules/vite/dist/node/chunks/dep-CDnG8rE7.js:46572:3)
at tryNodeResolve (file:///Users/stefano/sw/actual/node_modules/vite/dist/node/chunks/dep-CDnG8rE7.js:46388:16)
at ResolveIdContext.resolveId (file:///Users/stefano/sw/actual/node_modules/vite/dist/node/chunks/dep-CDnG8rE7.js:46138:19)
at async PluginContainer.resolveId (file:///Users/stefano/sw/actual/node_modules/vite/dist/node/chunks/dep-CDnG8rE7.js:48952:22)
at async TransformPluginContext.resolve (file:///Users/stefano/sw/actual/node_modules/vite/dist/node/chunks/dep-CDnG8rE7.js:49113:15)
at async normalizeUrl (file:///Users/stefano/sw/actual/node_modules/vite/dist/node/chunks/dep-CDnG8rE7.js:63977:26)
at async file:///Users/stefano/sw/actual/node_modules/vite/dist/node/chunks/dep-CDnG8rE7.js:64116:39
at async Promise.all (index 0)
at async TransformPluginContext.transform (file:///Users/stefano/sw/actual/node_modules/vite/dist/node/chunks/dep-CDnG8rE7.js:64043:7
not sure how to solve it.
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The function is called, but it has no effect; nothing happens, and the reason is unclear. There may be an issue with the logic of the run rule, though this is uncertain. In the edit rule, the logic differs, but without comments, it is very difficult for someone to understand why it is implemented in that manner instead of using just the run rules.
here's a the ref to code that works, it's inside the popup that appears when editing the rules
https://github.com/actualbudget/actual/blob/master/packages/desktop-client/src/components/modals/EditRuleModal.jsx#L954
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It should return the the transactions these can be updated with another call. I dont know which of the top of my hat.
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It returns the transaction but without any changes, they are the same as the one sent. not sure why/how this is possible. I also tested with the function that does the diff of 2 transactions, but seems that there's no change.
i've a rule that if category is Home Depot change the notes to "chnaged"
then i've this piece of code:
onRunRules = async (ids: string[]) => {
try {
this.setState({ workingHard: true });
// Bulk fetch transactions
const transactions = this.state.transactions.filter(trans =>
ids.includes(trans.id),
);
console.log('transactions', transactions);
//call the runrules function
const afterRules = await send('rules-run', {
transaction: transactions,
}).then((res: any) => {
console.log('rules-run response', res);
});
// Fetch updated transactions once at the end
await this.fetchTransactions();
} catch (error) {
console.error('Error applying rules:', error);
this.props.addNotification({
type: 'error',
message: 'Failed to apply rules to transactions',
});
} finally {
this.setState({ workingHard: false });
}
};
but the two prints, prints the same transaction. as if the run-rule does not do anything.
[
{
"id": "3694ab2f-d0d1-4e20-8a1c-f66c200e6846",
"is_parent": false,
"is_child": false,
"parent_id": null,
"account": "e487faa6-8109-4b81-bd90-e11ddc1d5c4f",
"category": "ed38208a-53cf-4295-931d-8236a0f2f711",
"amount": 0,
"payee": "a852611e-1045-4af3-8899-1fd25a1d2263",
"notes": "original",
"date": "2024-11-27",
"imported_id": null,
"error": null,
"imported_payee": null,
"starting_balance_flag": false,
"transfer_id": null,
"sort_order": 1732728205547,
"cleared": false,
"reconciled": false,
"tombstone": false,
"schedule": null
}
]
this is after
{
"id": "3694ab2f-d0d1-4e20-8a1c-f66c200e6846",
"is_parent": false,
"is_child": false,
"parent_id": null,
"account": "e487faa6-8109-4b81-bd90-e11ddc1d5c4f",
"category": "ed38208a-53cf-4295-931d-8236a0f2f711",
"amount": 0,
"payee": "a852611e-1045-4af3-8899-1fd25a1d2263",
"notes": "original",
"date": "2024-11-27",
"imported_id": null,
"error": null,
"imported_payee": null,
"starting_balance_flag": false,
"transfer_id": null,
"sort_order": 1732728205547,
"cleared": false,
"reconciled": false,
"tombstone": false,
"schedule": null
}
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const afterRules = await send('rules-run', {
transaction: transactions,
}).then((res: any) => {
Here is the mistake, you pass an array while the function expects an single transaction.
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oh.. thanks for pointing out. i'll try to fix code over xmas break.
| { | ||
| name: 'run-rules', | ||
| text: t('Run Rules'), | ||
| key: 'R', |
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I don't think this action will need a hotkey.
… rules execution and batch updates. Added utility function imports for improved functionality.
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Actionable comments posted: 1
🧹 Nitpick comments (1)
packages/desktop-client/src/components/accounts/Account.tsx (1)
42-46: Clean up unused importsThe imports
getChangedValuesandRuleEntityare defined but never used in the code.-import { - applyChanges, - getChangedValues, - groupById, -} from 'loot-core/src/shared/util'; +import { + applyChanges, + groupById, +} from 'loot-core/src/shared/util'; - type RuleEntity,Also applies to: 55-55
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🪛 GitHub Check: lint
[warning] 44-44:
'getChangedValues' is defined but never used. Allowed unused vars must match /^(_|React)/u
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📒 Files selected for processing (1)
packages/desktop-client/src/components/accounts/Account.tsx(4 hunks)
🧰 Additional context used
📓 Learnings (1)
packages/desktop-client/src/components/accounts/Account.tsx (1)
Learnt from: UnderKoen
PR: actualbudget/actual#3619
File: packages/loot-core/src/server/accounts/transaction-rules.ts:795-801
Timestamp: 2024-11-10T16:45:31.225Z
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.
🪛 GitHub Check: lint
packages/desktop-client/src/components/accounts/Account.tsx
[warning] 44-44:
'getChangedValues' is defined but never used. Allowed unused vars must match /^(_|React)/u
[warning] 55-55:
'RuleEntity' is defined but never used. Allowed unused vars must match /^(_|React)/u
[warning] 718-718:
'changed_transactions' is never reassigned. Use 'const' instead
[warning] 721-721:
Expected property shorthand
[failure] 722-722:
Unexpected any. Specify a different type
🔇 Additional comments (1)
packages/desktop-client/src/components/accounts/Account.tsx (1)
1782-1782: LGTM!
The onRunRules prop is correctly passed to the AccountHeader component.
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
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Actionable comments posted: 0
🧹 Nitpick comments (2)
packages/desktop-client/src/components/accounts/Account.tsx (2)
Line range hint
42-55: Remove unused importsThe following imports are not used in the code:
getChangedValues: This function is imported but never usedRuleEntity: This type is imported but only used as a type annotation, which gets erased during compilationimport { applyChanges, - getChangedValues, groupById, } from 'loot-core/src/shared/util'; import { type NewRuleEntity, type RuleActionEntity, type AccountEntity, type PayeeEntity, type RuleConditionEntity, type TransactionEntity, type TransactionFilterEntity, - type RuleEntity, } from 'loot-core/src/types/models';🧰 Tools
🪛 GitHub Check: lint
[warning] 44-44:
'getChangedValues' is defined but never used. Allowed unused vars must match /^(_|React)/u
[warning] 47-47:
There should be at least one empty line between import groups
709-746: Enhance error handling and type safetyThe implementation looks good overall, but could benefit from these improvements:
- More specific error type handling
- More descriptive error messages
- Type assertion for API response
Consider this enhanced implementation:
onRunRules = async (ids: string[]) => { try { this.setState({ workingHard: true }); const transactions = this.state.transactions.filter(trans => ids.includes(trans.id), ); const changedTransactions = []; for (const transaction of transactions) { await send('rules-run', { transaction, - }).then((res: TransactionEntity | null) => { + }).then((res) => { + // Type guard to ensure response is a transaction + if (res && typeof res === 'object' && 'id' in res) { changedTransactions.push(res); } }); } if (changedTransactions.length > 0) { await send('transactions-batch-update', { updated: changedTransactions, }); } await this.fetchTransactions(); } catch (error) { - console.error('Error applying rules:', error); + const errorMessage = error instanceof Error ? error.message : 'Unknown error'; + console.error('Error applying rules:', errorMessage); this.props.addNotification({ type: 'error', - message: 'Failed to apply rules to transactions', + message: `Failed to apply rules to transactions: ${errorMessage}`, }); } finally { this.setState({ workingHard: false }); } };
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packages/desktop-client/src/components/accounts/Account.tsx(4 hunks)
🧰 Additional context used
📓 Learnings (1)
packages/desktop-client/src/components/accounts/Account.tsx (1)
Learnt from: UnderKoen
PR: actualbudget/actual#3619
File: packages/loot-core/src/server/accounts/transaction-rules.ts:795-801
Timestamp: 2024-11-10T16:45:31.225Z
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.
🪛 GitHub Check: lint
packages/desktop-client/src/components/accounts/Account.tsx
[warning] 44-44:
'getChangedValues' is defined but never used. Allowed unused vars must match /^(_|React)/u
[warning] 55-55:
'RuleEntity' is defined but never used. Allowed unused vars must match /^(_|React)/u
🔇 Additional comments (1)
packages/desktop-client/src/components/accounts/Account.tsx (1)
1776-1776: LGTM!
The onRunRules prop is properly added to the AccountHeader component, maintaining alphabetical ordering and consistent style.
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Actionable comments posted: 1
🧹 Nitpick comments (2)
packages/desktop-client/src/components/accounts/Account.tsx (2)
715-721: Handle partial failures and success
If an error occurs for any transaction, you continue processing the rest but do not track which ones failed. Consider adding partial success tracking (e.g., a separate array for failed transactions) or an early return that stops processing on error.
1772-1772: Expose onRunRules prop usage
The new onRunRules prop is properly passed to AccountHeader for user interaction. If you also want to trigger rules automatically under other scenarios (e.g., schedule actions), consider making onRunRules more widely accessible.
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packages/desktop-client/src/components/accounts/Account.tsx(2 hunks)packages/desktop-client/src/components/accounts/Header.tsx(3 hunks)
🚧 Files skipped from review as they are similar to previous changes (1)
- packages/desktop-client/src/components/accounts/Header.tsx
🧰 Additional context used
📓 Learnings (1)
packages/desktop-client/src/components/accounts/Account.tsx (1)
Learnt from: UnderKoen
PR: actualbudget/actual#3619
File: packages/loot-core/src/server/accounts/transaction-rules.ts:795-801
Timestamp: 2024-11-10T16:45:31.225Z
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.
🔇 Additional comments (2)
packages/desktop-client/src/components/accounts/Account.tsx (2)
708-711: Check transaction existence in the filtered array
When filtering transactions by the provided IDs, consider handling the case where an ID doesn't match any transaction in state, ensuring that the overall operation doesn't silently skip missing entries without warning.
Would you like a shell script to locate all transaction filtering logic across the codebase and confirm consistent error handling?
724-730: Efficiently update transactions
Calling “transactions-batch-update” for all changed transactions is correct, but be mindful of performance overhead if multiple separate calls are made in other methods. Batching updates consistently reduces potential overhead.
| onRunRules = async (ids: string[]) => { | ||
| try { | ||
| this.setState({ workingHard: true }); |
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🛠️ Refactor suggestion
Consolidate await and then callbacks
Currently, the loop uses both "await" and ".then()" within the same operation, which can lead to inconsistent error handling.
Below is a proposed refactor using a single async/await style for improved clarity and uniformity:
for (const transaction of transactions) {
- await send('rules-run', {
- transaction,
- }).then((res: TransactionEntity | null) => {
- if (res) {
- changedTransactions.push(res);
- }
- });
+ const res: TransactionEntity | null = await send('rules-run', {
+ transaction,
+ });
+ if (res) {
+ changedTransactions.push(res);
+ }
}📝 Committable suggestion
‼️ IMPORTANT
Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.
| onRunRules = async (ids: string[]) => { | |
| try { | |
| this.setState({ workingHard: true }); | |
| onRunRules = async (ids: string[]) => { | |
| try { | |
| this.setState({ workingHard: true }); | |
| // Bulk fetch transactions | |
| const transactions = this.state.transactions.filter(trans => | |
| ids.includes(trans.id), | |
| ); | |
| const changedTransactions = []; | |
| for (const transaction of transactions) { | |
| const res: TransactionEntity | null = await send('rules-run', { | |
| transaction, | |
| }); | |
| if (res) { | |
| changedTransactions.push(res); | |
| } | |
| } |
|
the code is working, not sure why the checkers are failing here. |
The PR implements the use case described here: #3244
It enables the possibility to have the rules triggered from the account view. Via the dropdown menu or by pressing the letter
RNote: this is my first PR here and this is the first time that i code something in TypeScript and React.
Please ensure the following when merging: