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Preserve original transaction names when enriching #1556

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merged 3 commits into from
Dec 19, 2024

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zachgoll
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A couple of data quality updates in this PR:

  • Make name required on Account::Entry - since users are able to directly edit this value, enforcing non-nullability makes sense and prevents data quality errors that have come up recently
  • When enriching transactions, store enriched_name rather than overwriting name. This will allow us to preserve "rollback" abilities in the future if a user wants to revert (or just see) the original txn name before enrichment was applied (increase user confidence in enabling the enrichment feature)
  • All transactions coming from Plaid accounts will be automatically enriched, regardless of user preference as part of the overall "transformation" of Plaid data to Maybe data. Manual transactions will not be enriched unless explicitly enabled by the user.

WHEN 'Account::Valuation' THEN 'Balance update'
ELSE 'Unknown entry'
END
WHERE name IS NULL
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only updating "bad data" that currently exists

@zachgoll zachgoll merged commit 7be6a37 into main Dec 19, 2024
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@zachgoll zachgoll deleted the zachgoll/merchant-updates branch December 19, 2024 15:16
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