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[PR #2534] [MERGED] ♻️ (bank-sync) unify the sync/reconciliation logic for internal & external sync #22962

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opened 2026-04-16 17:08:10 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-16 17:08:10 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/2534
Author: @MatissJanis
Created: 3/31/2024
Status: ✅ Merged
Merged: 4/9/2024
Merged by: @MatissJanis

Base: master ← Head: matiss/gocardless-unify

📝 Commits (10+)

  • a9039e8 ♻️ (bank-sync) unify the sync/reconciliation logic for interal & external sync
  • 54d2ee8 Release notes
  • 967c837 Remove unused TransactionEntity import
  • 28fbe78 Merge branch 'master' into matiss/gocardless-unify
  • 698ed1f Merge branch 'master' into matiss/gocardless-unify
  • 0edcd09 Feedback: update date only for internal accounts
  • df35270 Patch linter
  • c8a741a Rename external -> bankSync and a bit of cleanup
  • 25d278d Remove plaid sync tests
  • d0f0b92 Remove more dead code

📊 Changes

9 files changed (+66 additions, -3290 deletions)

View changed files

📝 packages/loot-core/src/client/actions/account.ts (+0 -20)
📝 packages/loot-core/src/server/accounts/__snapshots__/sync.test.ts.snap (+0 -2503)
📝 packages/loot-core/src/server/accounts/link.ts (+1 -49)
📝 packages/loot-core/src/server/accounts/sync.test.ts (+2 -282)
📝 packages/loot-core/src/server/accounts/sync.ts (+54 -302)
📝 packages/loot-core/src/server/main.test.ts (+0 -58)
📝 packages/loot-core/src/server/main.ts (+3 -62)
📝 packages/loot-core/src/types/server-handlers.d.ts (+0 -14)
➕ upcoming-release-notes/2534.md (+6 -0)

📄 Description

Unifying the reconciliation and syncing logic to reduce duplication.

Previously we had reconcileTransactions, reconcileExternalTransactions, syncAccount and syncExternalAccount. Now we have only one of each.

The logic there is still not exactly clean. But at least now we have a single place for it instead of copy&paste duplication.

🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.

## 📋 Pull Request Information **Original PR:** https://github.com/actualbudget/actual/pull/2534 **Author:** [@MatissJanis](https://github.com/MatissJanis) **Created:** 3/31/2024 **Status:** ✅ Merged **Merged:** 4/9/2024 **Merged by:** [@MatissJanis](https://github.com/MatissJanis) **Base:** `master` ← **Head:** `matiss/gocardless-unify` --- ### 📝 Commits (10+) - [`a9039e8`](https://github.com/actualbudget/actual/commit/a9039e825d6b2eafce0469f51a01f41c0c5a3c14) :recycle: (bank-sync) unify the sync/reconciliation logic for interal & external sync - [`54d2ee8`](https://github.com/actualbudget/actual/commit/54d2ee84cf284fdf255a93cb9ee65db8591d8094) Release notes - [`967c837`](https://github.com/actualbudget/actual/commit/967c837007b0d36fad77cc739bf9ba6f57022e0d) Remove unused TransactionEntity import - [`28fbe78`](https://github.com/actualbudget/actual/commit/28fbe7802b61acd9eb7bff219024c6fed21d274e) Merge branch 'master' into matiss/gocardless-unify - [`698ed1f`](https://github.com/actualbudget/actual/commit/698ed1fbc0bf2e635ff1b65a5a7967b92a5df082) Merge branch 'master' into matiss/gocardless-unify - [`0edcd09`](https://github.com/actualbudget/actual/commit/0edcd096d18c436e29d95ad2bb19131f317d743f) Feedback: update date only for internal accounts - [`df35270`](https://github.com/actualbudget/actual/commit/df35270b438f7126561ce53a69cb18141e942d07) Patch linter - [`c8a741a`](https://github.com/actualbudget/actual/commit/c8a741a9543898e36eaa17b498cc0a03a714dd75) Rename external -> bankSync and a bit of cleanup - [`25d278d`](https://github.com/actualbudget/actual/commit/25d278d5bd07f38cf61bf7972c2c833f42638f37) Remove plaid sync tests - [`d0f0b92`](https://github.com/actualbudget/actual/commit/d0f0b9237aa7c14f453d204721b7737b9f21e50f) Remove more dead code ### 📊 Changes **9 files changed** (+66 additions, -3290 deletions) <details> <summary>View changed files</summary> 📝 `packages/loot-core/src/client/actions/account.ts` (+0 -20) 📝 `packages/loot-core/src/server/accounts/__snapshots__/sync.test.ts.snap` (+0 -2503) 📝 `packages/loot-core/src/server/accounts/link.ts` (+1 -49) 📝 `packages/loot-core/src/server/accounts/sync.test.ts` (+2 -282) 📝 `packages/loot-core/src/server/accounts/sync.ts` (+54 -302) 📝 `packages/loot-core/src/server/main.test.ts` (+0 -58) 📝 `packages/loot-core/src/server/main.ts` (+3 -62) 📝 `packages/loot-core/src/types/server-handlers.d.ts` (+0 -14) ➕ `upcoming-release-notes/2534.md` (+6 -0) </details> ### 📄 Description Unifying the reconciliation and syncing logic to reduce duplication. Previously we had `reconcileTransactions`, `reconcileExternalTransactions`, `syncAccount` and `syncExternalAccount`. Now we have only one of each. The logic there is still not exactly _clean_. But at least now we have a single place for it instead of copy&paste duplication. --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>
GiteaMirror added the pull-request label 2026-04-16 17:08:10 -05:00
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