Identify and fix broken transfers (#4216)

* show broken transfers

* more detail

* feat: add step to fix splits for fixing transfers with categories that should not be there

* reword

* update the setting

* note

* lint

* typo

* another misspelling

---------

Co-authored-by: UnderKoen <koenvanstaveren@hotmail.com>

packages/desktop-client/src/components/settings/RepairTransactions.tsx

@@ -18,14 +18,20 @@ function useRenderResults() {
   const { t } = useTranslation();
 
   function renderResults(results: Results) {
-    const { numBlankPayees, numCleared, numDeleted, mismatchedSplits } =
-      results;
+    const {
+      numBlankPayees,
+      numCleared,
+      numDeleted,
+      numTransfersFixed,
+      mismatchedSplits,
+    } = results;
     const result: string[] = [];
 
     if (
       numBlankPayees === 0 &&
       numCleared === 0 &&
       numDeleted === 0 &&
+      numTransfersFixed === 0 &&
       mismatchedSplits.length === 0
     ) {
       result.push(t('No split transactions found needing repair.'));
@@ -51,6 +57,13 @@ function useRenderResults() {
           }),
         );
       }
+      if (numTransfersFixed > 0) {
+        result.push(
+          t('Fixed {{count}} transfers.', {
+            count: numTransfersFixed,
+          }),
+        );
+      }
       if (mismatchedSplits.length > 0) {
         const mismatchedSplitInfo = mismatchedSplits
           .map(t => `- ${t.date}`)
@@ -83,7 +96,7 @@ function useRenderResults() {
   return { renderResults };
 }
 
-export function FixSplits() {
+export function RepairTransactions() {
   const [loading, setLoading] = useState(false);
   const [results, setResults] = useState<Results | null>(null);
 
@@ -108,7 +121,7 @@ export function FixSplits() {
           }}
         >
           <ButtonWithLoading isLoading={loading} onPress={onFix}>
-            <Trans>Repair split transactions</Trans>
+            <Trans>Repair transactions</Trans>
           </ButtonWithLoading>
           {results && renderResults(results)}
         </View>
@@ -116,11 +129,11 @@ export function FixSplits() {
     >
       <Trans>
         <Text>
-          <strong>Repair split transactions</strong> if you are experiencing
-          bugs relating to split transactions and the “Reset budget cache”
-          button above does not help, this tool may fix them. Some examples of
-          bugs include seeing blank payees on splits or incorrect account
-          balances. This tool does three things:
+          <strong>Repair transactions</strong> if you are experiencing bugs
+          relating to split transactions or transfers and the “Reset budget
+          cache” button above does not help, this tool may fix them. Some
+          examples of bugs include seeing blank payees on splits or incorrect
+          account balances. This tool does four things:
         </Text>
         <ul style={{ margin: 0, paddingLeft: '1.5em' }}>
           <li style={{ marginBottom: '0.5em' }}>
@@ -140,6 +153,10 @@ export function FixSplits() {
             amount. If not, these will be flagged below to allow you to easily
             locate and fix the amounts.
           </li>
+          <li>
+            Check if you have any budget transfers that erroneous contain a
+            category, and remove the category.
+          </li>
         </ul>
       </Trans>
     </Setting>

packages/desktop-client/src/components/settings/index.tsx

@@ -30,9 +30,9 @@ import { BudgetTypeSettings } from './BudgetTypeSettings';
 import { EncryptionSettings } from './Encryption';
 import { ExperimentalFeatures } from './Experimental';
 import { ExportBudget } from './Export';
-import { FixSplits } from './FixSplits';
 import { FormatSettings } from './Format';
 import { LanguageSettings } from './LanguageSettings';
+import { RepairTransactions } from './RepairTransactions';
 import { ResetCache, ResetSync } from './Reset';
 import { ThemeSettings } from './Themes';
 import { AdvancedToggle, Setting } from './UI';
@@ -209,7 +209,7 @@ export function Settings() {
           <AdvancedAbout />
           <ResetCache />
           <ResetSync />
-          <FixSplits />
+          <RepairTransactions />
           <ExperimentalFeatures />
         </AdvancedToggle>
       </View>

packages/desktop-client/src/components/transactions/TransactionsTable.jsx

@@ -1445,7 +1445,9 @@ const Transaction = memo(function Transaction({
               : isOffBudget
                 ? 'Off budget'
                 : isBudgetTransfer
-                  ? 'Transfer'
+                  ? categoryId != null
+                    ? 'Needs Repair'
+                    : 'Transfer'
                   : ''
           }
           valueStyle={valueStyle}

packages/loot-core/src/server/tools/app.ts

@@ -73,10 +73,30 @@ app.method('tools/fix-split-transactions', async () => {
     return subValue !== t.amount;
   });
 
+  // 5. Fix transfers that should not have categories
+  const brokenTransfers = await db.all(`
+    SELECT t1.id
+    FROM v_transactions_internal t1
+           JOIN accounts a1 ON t1.account = a1.id
+           JOIN v_transactions_internal t2 ON t1.transfer_id = t2.id
+           JOIN accounts a2 ON t2.account = a2.id
+    WHERE a1.offbudget = a2.offbudget
+      AND t1.category IS NOT NULL
+  `);
+
+  await runMutator(async () => {
+    const updated = brokenTransfers.map(row => ({
+      id: row.id,
+      category: null,
+    }));
+    await batchUpdateTransactions({ updated });
+  });
+
   return {
     numBlankPayees: blankPayeeRows.length,
     numCleared: clearedRows.length,
     numDeleted: deletedRows.length,
+    numTransfersFixed: brokenTransfers.length,
     mismatchedSplits,
   };
 });

packages/loot-core/src/server/tools/types/handlers.d.ts

@@ -5,6 +5,7 @@ export interface ToolsHandlers {
     numBlankPayees: number;
     numCleared: number;
     numDeleted: number;
+    numTransfersFixed: number;
     mismatchedSplits: TransactionEntity[];
   }>;
 }

upcoming-release-notes/4216.md

@@ -0,0 +1,6 @@
+---
+category: Enhancements
+authors: [youngcw, UnderKoen]
+---
+
+Extend "fix splits" to also fix transfers that have categories and should not.