[PR #4267] [MERGED] Add "payee is nothing" condition to rule if there is no payee set in a schedule #39729

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opened 2026-04-23 12:40:09 -05:00 by GiteaMirror · 0 comments
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/4267
Author: @matt-fidd
Created: 1/30/2025
Status: Merged
Merged: 3/4/2025
Merged by: @matt-fidd

Base: masterHead: schedule-payee-null


📝 Commits (6)

  • 3fdde48 if no payee set in schedule, add payee = nothing to rule
  • 9485675 note
  • 4003c06 Merge branch 'master' into schedule-payee-null
  • 0e13e9e Merge branch 'master' into schedule-payee-null
  • 08b70e4 Merge branch 'master' into schedule-payee-null
  • edfafd2 Merge branch 'master' into schedule-payee-null

📊 Changes

2 files changed (+7 additions, -1 deletions)

View changed files

📝 packages/desktop-client/src/components/schedules/ScheduleDetails.tsx (+1 -1)
upcoming-release-notes/4267.md (+6 -0)

📄 Description

Fixes https://github.com/actualbudget/actual/issues/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.


🔄 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/4267 **Author:** [@matt-fidd](https://github.com/matt-fidd) **Created:** 1/30/2025 **Status:** ✅ Merged **Merged:** 3/4/2025 **Merged by:** [@matt-fidd](https://github.com/matt-fidd) **Base:** `master` ← **Head:** `schedule-payee-null` --- ### 📝 Commits (6) - [`3fdde48`](https://github.com/actualbudget/actual/commit/3fdde4819a951b8bd7e9bbb1cceb8b288fd4d626) if no payee set in schedule, add payee = nothing to rule - [`9485675`](https://github.com/actualbudget/actual/commit/94856756150301fc59bc39e5da2b617f391d2ae6) note - [`4003c06`](https://github.com/actualbudget/actual/commit/4003c06b1f95c292982a2dbea16b61b57165802c) Merge branch 'master' into schedule-payee-null - [`0e13e9e`](https://github.com/actualbudget/actual/commit/0e13e9e8f4fd754defbe899b98a9dbf83b89628a) Merge branch 'master' into schedule-payee-null - [`08b70e4`](https://github.com/actualbudget/actual/commit/08b70e4dc518e486784cdafbbc2e7195a26a20f5) Merge branch 'master' into schedule-payee-null - [`edfafd2`](https://github.com/actualbudget/actual/commit/edfafd26372a756818d2eb90220db1c110f00804) Merge branch 'master' into schedule-payee-null ### 📊 Changes **2 files changed** (+7 additions, -1 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/schedules/ScheduleDetails.tsx` (+1 -1) ➕ `upcoming-release-notes/4267.md` (+6 -0) </details> ### 📄 Description Fixes https://github.com/actualbudget/actual/issues/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](https://github.com/actualbudget/actual/assets/20313680/92921ec1-b810-4c4a-94be-1c1a46c93593) > ![image](https://github.com/actualbudget/actual/assets/20313680/5a602949-6a10-4777-b1ab-673b902743ae) 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. --- <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 2026-04-23 12:40:09 -05:00
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Reference: github-starred/actual#39729