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feat: Trim memo and date in exports #582

Merged
merged 2 commits into from
Nov 26, 2024
Merged

feat: Trim memo and date in exports #582

merged 2 commits into from
Nov 26, 2024

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ashwin1111
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@ashwin1111 ashwin1111 commented Nov 26, 2024

Description

Please add PR description here, add screenshots if needed

Clickup

https://app.clickup.com/

Summary by CodeRabbit

  • New Features

    • Enhanced memo generation for expense groups, ensuring clarity and consistency in terminology.
    • Improved flexibility in date handling for memo generation, accommodating multiple valid options.
  • Bug Fixes

    • Refined memo construction logic to ensure uniqueness and accurate representation of expense details.

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coderabbitai bot commented Nov 26, 2024

Caution

Review failed

The pull request is closed.

Walkthrough

The changes in this pull request primarily involve modifications to the get_memo function within the apps/sage_intacct/models.py file. Key updates include renaming a string for consistency, enhancing conditional checks for date handling, and refining memo construction to ensure clarity and uniqueness. The function's logic has been adjusted to properly reflect the fund source and transaction date based on specific conditions, streamlining the memo generation process in expense reporting.

Changes

File Path Change Summary
apps/sage_intacct/models.py - Renamed string from "Corporate Credit Card expense" to "Corporate Card expense".
- Updated conditional checks for ccc_export_date_type and reimbursable_export_date_type to allow 'current_date' and 'last_spent_at'.
- Refined get_memo function logic to ensure correct fund source and conditional inclusion of transaction date.
- Adjusted memo construction to account for existing memos, ensuring uniqueness.

Possibly related PRs

Poem

🐰 In the meadow of expense, we hop and play,
With memos refined, brightening the day.
From "Corporate Credit" to a card more neat,
Each date now dances, a rhythmic beat.
Uniqueness shines in every report,
A joyful leap in our expense cohort! 🌼


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@github-actions github-actions bot added the size/XS Extra Small PR label Nov 26, 2024
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Tests Skipped Failures Errors Time
282 0 💤 0 ❌ 0 🔥 39.510s ⏱️

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Tests Skipped Failures Errors Time
282 0 💤 0 ❌ 0 🔥 41.932s ⏱️

@ashwin1111 ashwin1111 merged commit 702a8a0 into master Nov 26, 2024
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ashwin1111 added a commit that referenced this pull request Nov 26, 2024
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