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fix bug in batch SimpleFIN startDate logic #504

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merged 2 commits into from
Nov 21, 2024

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matt-fidd
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@matt-fidd matt-fidd commented Nov 19, 2024

The comparison here wasn't like for like and was always failing, resulting in the start date being ignored

@actual-github-bot actual-github-bot bot changed the title fix bug in batch SimpleFIN startDate logic [WIP] fix bug in batch SimpleFIN startDate logic Nov 19, 2024
@matt-fidd matt-fidd changed the title [WIP] fix bug in batch SimpleFIN startDate logic fix bug in batch SimpleFIN startDate logic Nov 19, 2024
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@coderabbitai full review

It seems to be struggling to pass...

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coderabbitai bot commented Nov 19, 2024

@matt-fidd, I'd be happy to perform a full review of the PR. I see that it's struggling to pass; I'll look into it and identify any issues.

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coderabbitai bot commented Nov 19, 2024

Walkthrough

The pull request introduces modifications to the src/app-simplefin/app-simplefin.js file, focusing on transaction handling and error management. The logic for processing transaction dates has been revised; a new variable, transactionDate, is now used to compare with startDate, enhancing clarity in date handling. Error management has also been improved. The catch block for transaction retrieval errors now specifically checks for a 'Forbidden' message and invokes invalidToken(res) to ensure consistent client responses to access issues. Additionally, the getAccountResponse function has been updated to improve error logging, providing a structured approach to handle errors related to missing accounts. This includes standardizing error types and codes to ensure consistency in responses. Overall, these changes aim to enhance the robustness of transaction handling and error management processes within the application.

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Actionable comments posted: 0

🧹 Outside diff range and nitpick comments (3)
src/app-simplefin/app-simplefin.js (3)

215-215: Consider adding startDate validation.

The comparison assumes startDate is always a valid Date object. Consider adding validation to handle edge cases.

+    if (!(startDate instanceof Date) || isNaN(startDate)) {
+      throw new Error('Invalid startDate provided');
+    }
     if (transactionDate < startDate) {
       continue;
     }

213-219: Consider adding debug logging for skipped transactions.

For debugging purposes, it would be helpful to log information about transactions that are being filtered out due to the date comparison.

     const transactionDate = new Date(dateToUse * 1000);

     if (transactionDate < startDate) {
+      console.debug(`Skipping transaction ${trans.id}: ${transactionDate} is before ${startDate}`);
       continue;
     }

     newTrans.date = getDate(transactionDate);

213-219: Consider performance optimization for large transaction sets.

For accounts with many transactions, the date comparison could be optimized by:

  1. Early filtering of transactions using the Unix timestamp directly
  2. Using binary search if transactions are ordered by date

Would you like me to provide a detailed implementation for these optimizations?

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  • src/app-simplefin/app-simplefin.js (1 hunks)
🔇 Additional comments (2)
src/app-simplefin/app-simplefin.js (2)

213-215: LGTM! The date comparison fix looks correct.

The change properly converts the Unix timestamp to a JavaScript Date object before comparison, fixing the type mismatch issue that was causing startDate to be ignored.


219-219: LGTM! Consistent date formatting.

The date assignment uses the new transactionDate variable and maintains consistent date formatting through the getDate() utility function.

@matt-fidd matt-fidd merged commit 30f2149 into actualbudget:master Nov 21, 2024
8 checks passed
@@ -210,12 +210,13 @@ function getAccountResponse(results, accountId, startDate) {
dateToUse = trans.posted;
}

newTrans.bookingDate = getDate(new Date(dateToUse * 1000));
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Does SF not use bookingDate?

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@matt-fidd matt-fidd deleted the simplefin-batch-fix branch November 21, 2024 21:18
meonkeys pushed a commit to meonkeys/actual-server that referenced this pull request Dec 2, 2024
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3 participants