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[PR #7531] Fix payee/category is nothing rules not applying correctly #56537

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opened 2026-05-01 04:28:10 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-05-01 04:28:10 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/7531
Author: @sk10727-a11y
Created: 4/17/2026
Status: 🔄 Open

Base: master ← Head: fix-rules-nothing-payee

📝 Commits (5)

  • f3f9f89 Fix payee/category is nothing rules not applying correctly
  • e3af3ac [autofix.ci] apply automated fixes
  • 6ea8f92 add release notes
  • 10c9ba2 update with coderabbit suggetsion
  • d1d87e2 replace type assertion

📊 Changes

2 files changed (+38 additions, -0 deletions)

View changed files

📝 packages/loot-core/src/server/transactions/transaction-rules.ts (+32 -0)
➕ upcoming-release-notes/7531.md (+6 -0)

📄 Description

Description

Fixes an issue where "payee is blank, set payee" or "category is blank, set category" were not being enforced correctly. Transactions missing those fields were not matching the rule condition as expected, causing the action to be skipped.

This change normalizes missing ID fields during rule matching, so blank payee and blank category conditions are handled consistently.

Related issue(s)

Fixes #5724

Testing

Tested rule behavior for "is nothing" conditions across different flows by creating two rules: payee is nothing → set payee and category is nothing → set category. Tested both rules in both the All Accounts view and individual account views.

Verified that the rules applied automatically for new transactions in both views. No regressions observed for other rule conditions.

Notes

  • As a result of this fix, rules targeting blank fields (e.g. "payee is blank") will now correctly apply during manual transaction entry, since missing values are normalized during rule evaluation.

  • For testing:

    • In "All Accounts", rules trigger as long as required fields like date and account are set.
    • In a specific account view, transactions must have a nonzero amount before rules are applied.

Checklist

  • Release notes added (see link above)
  • No obvious regressions in affected areas
  • Self-review has been performed - I understand what each change in the code does and why it is needed

Bundle Stats

Bundle Files count Total bundle size % Changed
desktop-client 34 13.87 MB 0%
loot-core 1 5.27 MB → 5.27 MB (+553 B) +0.01%
api 2 3.89 MB → 3.89 MB (+537 B) +0.01%
cli 1 7.91 MB 0%
crdt 1 41.83 kB 0%
View detailed bundle stats

desktop-client

Total

Files count Total bundle size % Changed
34 13.87 MB 0%
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger
No assets were bigger

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
static/js/index.js 1.86 MB 0%
static/js/BackgroundImage.js 121.09 kB 0%
static/js/FormulaEditor.js 962.55 kB 0%
static/js/PayeeRuleCountLabel.js 52.52 kB 0%
static/js/ReportRouter.js 1.2 MB 0%
static/js/ScheduleEditForm.js 145.68 kB 0%
static/js/TransactionEdit.js 186.56 kB 0%
static/js/TransactionList.js 85.81 kB 0%
static/js/Value.js 4.94 MB 0%
static/js/ca.js 191.68 kB 0%
static/js/chart-theme.js 796.5 kB 0%
static/js/client.js 451.37 kB 0%
static/js/da.js 104.4 kB 0%
static/js/de.js 174.08 kB 0%
static/js/en-GB.js 8.2 kB 0%
static/js/en.js 176.64 kB 0%
static/js/es.js 181.5 kB 0%
static/js/extends.js 518.66 kB 0%
static/js/fr.js 182.7 kB 0%
static/js/indexeddb-main-thread-worker-e59fee74.js 13.46 kB 0%
static/js/it.js 168.53 kB 0%
static/js/narrow.js 364.31 kB 0%
static/js/nb-NO.js 151.58 kB 0%
static/js/nl.js 108.66 kB 0%
static/js/pl.js 88.34 kB 0%
static/js/pt-BR.js 193.45 kB 0%
static/js/resize-observer.js 18.06 kB 0%
static/js/th.js 178.91 kB 0%
static/js/theme.js 31.67 kB 0%
static/js/uk.js 212.28 kB 0%
static/js/useFormatList.js 8.63 kB 0%
static/js/wide.js 453 B 0%
static/js/workbox-window.prod.es5.js 7.33 kB 0%
static/js/zh-Hans.js 119.52 kB 0%

loot-core

Total

Files count Total bundle size % Changed
1 5.27 MB → 5.27 MB (+553 B) +0.01%
Changeset
File Δ Size
home/runner/work/actual/actual/packages/loot-core/src/server/transactions/transaction-rules.ts 📈 +553 B (+2.57%) 21.02 kB → 21.56 kB
View detailed bundle breakdown

Added

Asset File Size % Changed
kcab.worker.D2pXlvdi.js 0 B → 5.27 MB (+5.27 MB) -

Removed

Asset File Size % Changed
kcab.worker.JKo6NKKa.js 5.27 MB → 0 B (-5.27 MB) -100%

Bigger
No assets were bigger

Smaller
No assets were smaller

Unchanged
No assets were unchanged

api

Total

Files count Total bundle size % Changed
2 3.89 MB → 3.89 MB (+537 B) +0.01%
Changeset
File Δ Size
home/runner/work/actual/actual/packages/loot-core/src/server/transactions/transaction-rules.ts 📈 +537 B (+2.56%) 20.52 kB → 21.04 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
index.js 3.89 MB → 3.89 MB (+537 B) +0.01%

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
models.js 0 B 0%

cli

Total

Files count Total bundle size % Changed
1 7.91 MB 0%
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger
No assets were bigger

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
cli.js 7.91 MB 0%

crdt

Total

Files count Total bundle size % Changed
1 41.83 kB 0%
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger
No assets were bigger

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
index.js 41.83 kB 0%

🔄 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/7531 **Author:** [@sk10727-a11y](https://github.com/sk10727-a11y) **Created:** 4/17/2026 **Status:** 🔄 Open **Base:** `master` ← **Head:** `fix-rules-nothing-payee` --- ### 📝 Commits (5) - [`f3f9f89`](https://github.com/actualbudget/actual/commit/f3f9f89b23c21f739dd53ef6f6e3bdf72b9550be) Fix payee/category is nothing rules not applying correctly - [`e3af3ac`](https://github.com/actualbudget/actual/commit/e3af3ac0178664f7d8d94db7e24a2be10a143d73) [autofix.ci] apply automated fixes - [`6ea8f92`](https://github.com/actualbudget/actual/commit/6ea8f922aba716219f80c06ab227b9b85f28bf64) add release notes - [`10c9ba2`](https://github.com/actualbudget/actual/commit/10c9ba2bdf959c5404a0cfc8ebeb3fb5a2cdbfb1) update with coderabbit suggetsion - [`d1d87e2`](https://github.com/actualbudget/actual/commit/d1d87e2d3b1daca61309ba71c437b470b5ea94fc) replace type assertion ### 📊 Changes **2 files changed** (+38 additions, -0 deletions) <details> <summary>View changed files</summary> 📝 `packages/loot-core/src/server/transactions/transaction-rules.ts` (+32 -0) ➕ `upcoming-release-notes/7531.md` (+6 -0) </details> ### 📄 Description <!-- Thank you for submitting a pull request! Make sure to follow the instructions to write release notes for your PR — it should only take a minute or two: https://github.com/actualbudget/docs#writing-good-release-notes. Try running yarn generate:release-notes *before* pushing your PR for an interactive experience. --> ## Description Fixes an issue where "payee is blank, set payee" or "category is blank, set category" were not being enforced correctly. Transactions missing those fields were not matching the rule condition as expected, causing the action to be skipped. This change normalizes missing ID fields during rule matching, so blank payee and blank category conditions are handled consistently. ## Related issue(s) Fixes #5724 ## Testing Tested rule behavior for "is nothing" conditions across different flows by creating two rules: payee is nothing → set payee and category is nothing → set category. Tested both rules in both the All Accounts view and individual account views. Verified that the rules applied automatically for new transactions in both views. No regressions observed for other rule conditions. ## Notes - As a result of this fix, rules targeting blank fields (e.g. "payee is blank") will now correctly apply during manual transaction entry, since missing values are normalized during rule evaluation. - For testing: - In "All Accounts", rules trigger as long as required fields like date and account are set. - In a specific account view, transactions must have a nonzero amount before rules are applied. ## Checklist - [X] Release notes added (see link above) - [X] No obvious regressions in affected areas - [X] Self-review has been performed - I understand what each change in the code does and why it is needed <!--- actual-bot-sections ---> <!--- bundlestats-action-comment key:combined start ---> ### Bundle Stats Bundle | Files count | Total bundle size | % Changed ------ | ----------- | ----------------- | --------- desktop-client | 34 | 13.87 MB | 0% loot-core | 1 | 5.27 MB → 5.27 MB (+553 B) | +0.01% api | 2 | 3.89 MB → 3.89 MB (+537 B) | +0.01% cli | 1 | 7.91 MB | 0% crdt | 1 | 41.83 kB | 0% <details> <summary>View detailed bundle stats</summary> #### desktop-client **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 34 | 13.87 MB | 0% <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- static/js/index.js | 1.86 MB | 0% static/js/BackgroundImage.js | 121.09 kB | 0% static/js/FormulaEditor.js | 962.55 kB | 0% static/js/PayeeRuleCountLabel.js | 52.52 kB | 0% static/js/ReportRouter.js | 1.2 MB | 0% static/js/ScheduleEditForm.js | 145.68 kB | 0% static/js/TransactionEdit.js | 186.56 kB | 0% static/js/TransactionList.js | 85.81 kB | 0% static/js/Value.js | 4.94 MB | 0% static/js/ca.js | 191.68 kB | 0% static/js/chart-theme.js | 796.5 kB | 0% static/js/client.js | 451.37 kB | 0% static/js/da.js | 104.4 kB | 0% static/js/de.js | 174.08 kB | 0% static/js/en-GB.js | 8.2 kB | 0% static/js/en.js | 176.64 kB | 0% static/js/es.js | 181.5 kB | 0% static/js/extends.js | 518.66 kB | 0% static/js/fr.js | 182.7 kB | 0% static/js/indexeddb-main-thread-worker-e59fee74.js | 13.46 kB | 0% static/js/it.js | 168.53 kB | 0% static/js/narrow.js | 364.31 kB | 0% static/js/nb-NO.js | 151.58 kB | 0% static/js/nl.js | 108.66 kB | 0% static/js/pl.js | 88.34 kB | 0% static/js/pt-BR.js | 193.45 kB | 0% static/js/resize-observer.js | 18.06 kB | 0% static/js/th.js | 178.91 kB | 0% static/js/theme.js | 31.67 kB | 0% static/js/uk.js | 212.28 kB | 0% static/js/useFormatList.js | 8.63 kB | 0% static/js/wide.js | 453 B | 0% static/js/workbox-window.prod.es5.js | 7.33 kB | 0% static/js/zh-Hans.js | 119.52 kB | 0% </div> </details> --- #### loot-core **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 5.27 MB → 5.27 MB (+553 B) | +0.01% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `home/runner/work/actual/actual/packages/loot-core/src/server/transactions/transaction-rules.ts` | 📈 +553 B (+2.57%) | 21.02 kB → 21.56 kB </details> <details> <summary>View detailed bundle breakdown</summary> <div> **Added** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker.D2pXlvdi.js | 0 B → 5.27 MB (+5.27 MB) | - **Removed** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker.JKo6NKKa.js | 5.27 MB → 0 B (-5.27 MB) | -100% **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** No assets were unchanged </div> </details> --- #### api **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 2 | 3.89 MB → 3.89 MB (+537 B) | +0.01% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `home/runner/work/actual/actual/packages/loot-core/src/server/transactions/transaction-rules.ts` | 📈 +537 B (+2.56%) | 20.52 kB → 21.04 kB </details> <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** Asset | File Size | % Changed ----- | --------- | --------- index.js | 3.89 MB → 3.89 MB (+537 B) | +0.01% **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- models.js | 0 B | 0% </div> </details> --- #### cli **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 7.91 MB | 0% <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- cli.js | 7.91 MB | 0% </div> </details> --- #### crdt **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 41.83 kB | 0% <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- index.js | 41.83 kB | 0% </div> </details> </details> <!--- bundlestats-action-comment key:combined end ---> --- <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 2026-05-01 04:28:10 -05:00
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Reference: github-starred/actual#56537
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