[PR #3203] [MERGED] Identify Payee and Notes fields by name if they exist in CSV import #4734

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opened 2026-02-28 21:00:26 -06:00 by GiteaMirror · 0 comments
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/3203
Author: @spalmurray
Created: 8/5/2024
Status: Merged
Merged: 8/6/2024
Merged by: @matt-fidd

Base: masterHead: master


📝 Commits (4)

  • ce67b2e Use csv fields with name payee/notes as defaults for Payee/Notes in getInitialMappings
  • 35f2e5f Add release notes
  • 5b4b3d2 Run lint
  • 55372d3 Use or instead of nullish coalesce to match other fields

📊 Changes

2 files changed (+19 additions, -11 deletions)

View changed files

📝 packages/desktop-client/src/components/modals/ImportTransactions.jsx (+13 -11)
upcoming-release-notes/3203.md (+6 -0)

📄 Description

Use CSV fields with name "payee" or "notes" as defaults for Payee/Notes in getInitialMappings. Falls back to the first unused field if none exists with matching name (which is the current behavior).

Fixes #3154


🔄 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/3203 **Author:** [@spalmurray](https://github.com/spalmurray) **Created:** 8/5/2024 **Status:** ✅ Merged **Merged:** 8/6/2024 **Merged by:** [@matt-fidd](https://github.com/matt-fidd) **Base:** `master` ← **Head:** `master` --- ### 📝 Commits (4) - [`ce67b2e`](https://github.com/actualbudget/actual/commit/ce67b2e3a69dec41e956875cea42a14f08845eb7) Use csv fields with name payee/notes as defaults for Payee/Notes in getInitialMappings - [`35f2e5f`](https://github.com/actualbudget/actual/commit/35f2e5f59564942fc33ec2ec7013ddeef869dbf0) Add release notes - [`5b4b3d2`](https://github.com/actualbudget/actual/commit/5b4b3d2dda2b9b78d06dbb15151a45a42e4e9b1d) Run lint - [`55372d3`](https://github.com/actualbudget/actual/commit/55372d33b14802f0296882a7cd6f537d3d825b5c) Use or instead of nullish coalesce to match other fields ### 📊 Changes **2 files changed** (+19 additions, -11 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/modals/ImportTransactions.jsx` (+13 -11) ➕ `upcoming-release-notes/3203.md` (+6 -0) </details> ### 📄 Description Use CSV fields with name "payee" or "notes" as defaults for Payee/Notes in getInitialMappings. Falls back to the first unused field if none exists with matching name (which is the current behavior). Fixes #3154 --- <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 2026-02-28 21:00:26 -06:00
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Reference: github-starred/actual#4734