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[PR #815] [CLOSED] #814 Update transfer add and remove logic for better behaviours #65713

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opened 2026-05-13 23:43:34 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-05-13 23:43:34 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/815
Author: @winklevos
Created: 3/26/2023
Status: ❌ Closed

Base: master ← Head: transfer-deletions

📝 Commits (10+)

📊 Changes

2 files changed (+54 additions, -14 deletions)

View changed files

📝 packages/loot-core/src/server/accounts/transfer.js (+48 -14)
➕ upcoming-release-notes/815.md (+6 -0)

📄 Description

  • Updating deleting logic for transactions related by transfer. This aims to ensure transactions are not deleted across accounts when the transfer is cleared in another account. Reverts linked transaction to imported_payee if not null
    https://github.com/actualbudget/actual/issues/814

  • Update transfer add logic to match existing transaction in target account if amount and date exactly match.

  • Update the updating logic of transfer transactions to not update date and note to preserve on the linked account
    https://github.com/actualbudget/actual/issues/661

🔄 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/815 **Author:** [@winklevos](https://github.com/winklevos) **Created:** 3/26/2023 **Status:** ❌ Closed **Base:** `master` ← **Head:** `transfer-deletions` --- ### 📝 Commits (10+) - [`1caf03f`](https://github.com/actualbudget/actual/commit/1caf03f35e7c626d5c727f66b0a91f9105a2a724) update transfer remove logic to preserve if clear - [`1b4b9d3`](https://github.com/actualbudget/actual/commit/1b4b9d377b6e35ed3e5fb01aeadc01d2f82418f8) add changelog - [`e854efc`](https://github.com/actualbudget/actual/commit/e854efc5819939274bb0ffaf205f797774405aec) Merge branch 'master' of https://github.com/winklevos/actual into transfer-deletions - [`1881b5d`](https://github.com/actualbudget/actual/commit/1881b5de6d2351e9c56a3e20a6493a675701a185) update id reference to be clearer - [`8c074a7`](https://github.com/actualbudget/actual/commit/8c074a7ebabf5a8324ad3a04868032789f685af4) remove extra comments - [`dcd403b`](https://github.com/actualbudget/actual/commit/dcd403bc0417df9ca4de9b87a7e666c12a4c09d7) remove whitespace - [`3e881a0`](https://github.com/actualbudget/actual/commit/3e881a00470cfd36940523c58ecc89966debf581) update transaction add logic and payee - [`14849ee`](https://github.com/actualbudget/actual/commit/14849eea6af4ad67a97db071a1819ab1a330c90d) fix changelog - [`20dbfdb`](https://github.com/actualbudget/actual/commit/20dbfdb590a8a6eea5f2431d5b622ddcd95fb47e) update release notes - [`282b0e0`](https://github.com/actualbudget/actual/commit/282b0e07b232e2189b438299461b316ed73d1fee) change update logic to preserve date and notes ### 📊 Changes **2 files changed** (+54 additions, -14 deletions) <details> <summary>View changed files</summary> 📝 `packages/loot-core/src/server/accounts/transfer.js` (+48 -14) ➕ `upcoming-release-notes/815.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 --> - Updating deleting logic for transactions related by transfer. This aims to ensure transactions are not deleted across accounts when the transfer is cleared in another account. Reverts linked transaction to imported_payee if not null https://github.com/actualbudget/actual/issues/814 - Update transfer add logic to match existing transaction in target account if `amount` and `date` exactly match. - Update the updating logic of transfer transactions to not update `date` and `note` to preserve on the linked account https://github.com/actualbudget/actual/issues/661 --- <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 2026-05-13 23:43:34 -05:00
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Reference: github-starred/actual#65713
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