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♻️ standardise GoCardless handlers #541

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@matt-fidd matt-fidd commented Jan 7, 2025

  • Standardise file name styles (chose underscores as they were more widely used already)
  • Standardise import variable style
  • Fallback to integration-bank where possible
  • Update accessValidForDays values to match GoCardless data

New fields added to integration-bank as defaults are documented as:
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@actual-github-bot actual-github-bot bot changed the title ♻️ standardise GoCardless handlers [WIP] ♻️ standardise GoCardless handlers Jan 7, 2025
@matt-fidd matt-fidd force-pushed the gcl-handlers branch 2 times, most recently from 48e9ccd to 1fba049 Compare January 7, 2025 23:27
@matt-fidd matt-fidd changed the title [WIP] ♻️ standardise GoCardless handlers [WIP] Jan 7, 2025
@matt-fidd matt-fidd changed the title [WIP] ♻️ standardise GoCardless handlers Jan 7, 2025
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coderabbitai bot commented Jan 7, 2025

Walkthrough

This pull request encompasses a comprehensive set of modifications across multiple bank integration modules within the src/app-gocardless directory. The primary changes include renaming import statements from hyphen-separated to underscore-separated file paths, updating the banks array in the bank-factory.js file, and making consistent adjustments to bank integration configurations. Several bank modules have had their normalizeAccount methods removed, suggesting a shift in how account data is processed. Additionally, many bank modules have updated their accessValidForDays property from 90 to 180, potentially indicating a standardized access duration across different bank integrations.

Possibly related PRs

  • ✨ add bank adapter for BOI #539: The changes in the main PR involve renaming imports and updating the banks array, which directly relates to the addition of the BankOfIrelandB365 import and its inclusion in the banks array in this PR.

Suggested labels

sparkles: Merged

Suggested reviewers

  • UnderKoen
  • matt-fidd

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Actionable comments posted: 1

🧹 Nitpick comments (6)
src/app-gocardless/banks/swedbank_habalv22.js (1)

Line range hint 13-49: Consider enhancing documentation for card transaction parsing.

While the code is functional, the complex regex patterns and date parsing logic could benefit from more detailed documentation explaining:

  • The format of remittanceInformationUnstructured field
  • Examples of valid card transaction strings
  • The significance of extracted date formats

Add documentation like this:

   /**
    * The actual transaction date for card transactions is only available in the remittanceInformationUnstructured field when the transaction is booked.
+   * 
+   * Example remittanceInformationUnstructured formats:
+   * - Card purchase: "PIRKUMS 1234 01.02.24 10:30 123.45 EUR (1234) STORE NAME"
+   * - Date format: "dd.MM.yyyy"
    */
src/app-gocardless/banks/spk_marburg_biedenkopf_heladef1mar.js (1)

Line range hint 16-41: Consider standardizing date handling in Fallback.

The date handling logic in normalizeTransaction is complex and appears in multiple bank handlers. Consider moving this common pattern to the Fallback implementation for better maintainability.

- const date =
-   transaction.bookingDate ||
-   transaction.bookingDateTime ||
-   transaction.valueDate ||
-   transaction.valueDateTime;

- // If we couldn't find a valid date field we filter out this transaction
- // and hope that we will import it again once the bank has processed the
- // transaction further.
- if (!date) {
-   return null;
- }
+ const date = Fallback.getTransactionDate(transaction);
src/app-gocardless/banks/ing_ingddeff.js (1)

Line range hint 31-41: Consider moving sorting logic to Fallback.

The transaction sorting logic appears to be a common pattern that could be standardized in the Fallback implementation, while allowing banks to override when needed.

src/app-gocardless/banks/seb_kort_bank_ab.js (1)

1-1: Well-structured standardization approach.

The approach of centralizing common account normalization logic in the integration-bank while preserving bank-specific transaction and balance calculation logic is a good architectural decision. This improves maintainability while respecting the unique requirements of each bank integration.

src/app-gocardless/banks/hype_hyeeit22.js (1)

Line range hint 1-1: Excellent architectural approach to standardization!

The changes demonstrate a well-thought-out approach to standardizing bank handlers:

  1. Consistent use of integration-bank.js as a fallback
  2. Standardized import patterns
  3. Removal of redundant account normalization code
  4. Unified access validity periods
  5. Preservation of bank-specific transaction handling logic

This approach reduces code duplication while maintaining the necessary flexibility for bank-specific requirements.

src/app-gocardless/banks/tests/ing_ingddeff.spec.js (1)

Line range hint 69-249: Consider enhancing transaction test coverage.

While the transaction test data is comprehensive, consider adding test cases for:

  • Transactions with different currencies
  • Edge cases like very large amounts
  • Special characters in transaction descriptions
📜 Review details

Configuration used: CodeRabbit UI
Review profile: CHILL
Plan: Pro

📥 Commits

Reviewing files that changed from the base of the PR and between 0637b1d and a97a832.

⛔ Files ignored due to path filters (1)
  • upcoming-release-notes/541.md is excluded by !**/*.md
📒 Files selected for processing (42)
  • src/app-gocardless/bank-factory.js (2 hunks)
  • src/app-gocardless/banks/abnamro_abnanl2a.js (1 hunks)
  • src/app-gocardless/banks/american_express_aesudef1.js (1 hunks)
  • src/app-gocardless/banks/bank_of_ireland_b365_bofiie2d.js (1 hunks)
  • src/app-gocardless/banks/bankinter_bkbkesmm.js (1 hunks)
  • src/app-gocardless/banks/berliner_sparkasse_beladebexxx.js (2 hunks)
  • src/app-gocardless/banks/cbc_cregbebb.js (1 hunks)
  • src/app-gocardless/banks/danskebank_dabno22.js (1 hunks)
  • src/app-gocardless/banks/entercard_swednokk.js (1 hunks)
  • src/app-gocardless/banks/fortuneo_ftnofrp1xxx.js (1 hunks)
  • src/app-gocardless/banks/hype_hyeeit22.js (1 hunks)
  • src/app-gocardless/banks/ing_ingddeff.js (1 hunks)
  • src/app-gocardless/banks/ing_pl_ingbplpw.js (1 hunks)
  • src/app-gocardless/banks/integration-bank.js (1 hunks)
  • src/app-gocardless/banks/isybank_itbbitmm.js (1 hunks)
  • src/app-gocardless/banks/kbc_kredbebb.js (1 hunks)
  • src/app-gocardless/banks/mbank_retail_brexplpw.js (1 hunks)
  • src/app-gocardless/banks/nationwide_naiagb21.js (0 hunks)
  • src/app-gocardless/banks/nbg_ethngraaxxx.js (2 hunks)
  • src/app-gocardless/banks/norwegian_xx_norwnok1.js (1 hunks)
  • src/app-gocardless/banks/revolut_revolt21.js (1 hunks)
  • src/app-gocardless/banks/sandboxfinance_sfin0000.js (2 hunks)
  • src/app-gocardless/banks/seb_kort_bank_ab.js (1 hunks)
  • src/app-gocardless/banks/spk_karlsruhe_karsde66.js (2 hunks)
  • src/app-gocardless/banks/spk_marburg_biedenkopf_heladef1mar.js (1 hunks)
  • src/app-gocardless/banks/spk_worms_alzey_ried_malade51wor.js (1 hunks)
  • src/app-gocardless/banks/ssk_dusseldorf_dussdeddxxx.js (1 hunks)
  • src/app-gocardless/banks/swedbank_habalv22.js (1 hunks)
  • src/app-gocardless/banks/tests/abanca_caglesmm.spec.js (1 hunks)
  • src/app-gocardless/banks/tests/bancsabadell_bsabesbbb.spec.js (1 hunks)
  • src/app-gocardless/banks/tests/easybank_bawaatww.spec.js (1 hunks)
  • src/app-gocardless/banks/tests/fortuneo_ftnofrp1xxx.spec.js (1 hunks)
  • src/app-gocardless/banks/tests/ing_ingddeff.spec.js (2 hunks)
  • src/app-gocardless/banks/tests/ing_pl_ingbplpw.spec.js (2 hunks)
  • src/app-gocardless/banks/tests/integration_bank.spec.js (2 hunks)
  • src/app-gocardless/banks/tests/mbank_retail_brexplpw.spec.js (2 hunks)
  • src/app-gocardless/banks/tests/nationwide_naiagb21.spec.js (1 hunks)
  • src/app-gocardless/banks/tests/sandboxfinance_sfin0000.spec.js (2 hunks)
  • src/app-gocardless/banks/tests/spk_marburg_biedenkopf_heladef1mar.spec.js (1 hunks)
  • src/app-gocardless/banks/tests/swedbank_habalv22.spec.js (1 hunks)
  • src/app-gocardless/banks/virgin_nrnbgb22.js (0 hunks)
  • src/app-gocardless/services/tests/gocardless-service.spec.js (1 hunks)
💤 Files with no reviewable changes (2)
  • src/app-gocardless/banks/nationwide_naiagb21.js
  • src/app-gocardless/banks/virgin_nrnbgb22.js
✅ Files skipped from review due to trivial changes (7)
  • src/app-gocardless/banks/tests/abanca_caglesmm.spec.js
  • src/app-gocardless/banks/tests/fortuneo_ftnofrp1xxx.spec.js
  • src/app-gocardless/banks/tests/nationwide_naiagb21.spec.js
  • src/app-gocardless/banks/tests/swedbank_habalv22.spec.js
  • src/app-gocardless/banks/tests/bancsabadell_bsabesbbb.spec.js
  • src/app-gocardless/banks/tests/easybank_bawaatww.spec.js
  • src/app-gocardless/banks/tests/spk_marburg_biedenkopf_heladef1mar.spec.js
⏰ Context from checks skipped due to timeout of 90000ms (1)
  • GitHub Check: Build Docker image (alpine)
🔇 Additional comments (36)
src/app-gocardless/services/tests/gocardless-service.spec.js (1)

133-133: LGTM! Consistent standardization of account naming.

The change from pattern matching to a static string aligns with the standardization effort and matches the changes in integration_bank.spec.js.

Let's verify the implementation of this standardization:

Also applies to: 138-138

✅ Verification successful

Standardization verified - correctly implemented for test scenarios

The standardization of "Savings Account for Individuals (Retail)" is consistently applied in test files while production code correctly maintains bank-specific naming conventions.

🏁 Scripts executed

The following scripts were executed for the analysis:

Script:

#!/bin/bash
# Search for the implementation of official_name assignment
ast-grep --pattern 'official_name = $value' 

Length of output: 45


Script:

#!/bin/bash
# Search for official_name assignments with ast-grep
ast-grep --pattern 'official_name: $value'

# Backup search with ripgrep for all occurrences
rg "official_name.*" -A 1 -B 1

Length of output: 3623

src/app-gocardless/banks/entercard_swednokk.js (1)

3-4: Ensure Fallback integration maintains bank-specific functionality

By importing Fallback and spreading its properties into the exported object, please verify that any bank-specific logic previously handled by normalizeAccount and sortTransactions is preserved or no longer required. The removal of these methods could impact how account data is processed and how transactions are sorted.

Also applies to: 10-11

src/app-gocardless/banks/isybank_itbbitmm.js (1)

9-10: Confirm accessValidForDays value for ISYBANK_ITBBITMM

The accessValidForDays property has been set to 180. Please ensure that this duration accurately reflects the access validity period provided by GoCardless for ISYBANK_ITBBITMM.

src/app-gocardless/banks/spk_worms_alzey_ried_malade51wor.js (1)

11-11: Verify updated accessValidForDays from 90 to 180

The accessValidForDays value has been updated from 90 to 180. Please confirm that this change aligns with the latest data from GoCardless for the SPK_WORMS_ALZEY_RIED_MALADE51WOR institution and that it does not affect any existing access logic.

src/app-gocardless/banks/bankinter_bkbkesmm.js (1)

11-11: LGTM! The accessValidForDays update aligns with standardization goals.

The update from 90 to 180 days matches the data provided by GoCardless as mentioned in the PR objectives.

src/app-gocardless/banks/bank_of_ireland_b365_bofiie2d.js (1)

9-10: LGTM! Consistent with standardization efforts.

The addition of accessValidForDays: 180 aligns with the standardization goals and matches the GoCardless data.

src/app-gocardless/banks/ssk_dusseldorf_dussdeddxxx.js (1)

9-10: LGTM! Follows the standardization pattern.

The addition of accessValidForDays: 180 is consistent with other handlers and aligns with GoCardless data.

src/app-gocardless/banks/kbc_kredbebb.js (1)

10-11: LGTM! Maintains consistency with other handlers.

The addition of accessValidForDays: 180 follows the standardization pattern and aligns with GoCardless data.

src/app-gocardless/banks/cbc_cregbebb.js (1)

10-10: LGTM! Changes align with standardization goals.

The addition of accessValidForDays: 180 aligns with the PR's objective to standardize access validity periods across GoCardless handlers.

src/app-gocardless/banks/ing_pl_ingbplpw.js (1)

3-4: LGTM! Import changes align with standardization.

The imports have been simplified and standardized, removing the unused printIban function and relying on the integration-bank fallback for account normalization.

src/app-gocardless/banks/mbank_retail_brexplpw.js (1)

Line range hint 11-11: Verify if accessValidForDays: 179 is intentional.

While other bank handlers use 180 days, this file uses 179 days. This might be a typo or could be specific to this bank's requirements.

Run this script to check the consistency across all bank handlers:

src/app-gocardless/banks/swedbank_habalv22.js (1)

11-11: LGTM! Standardized access validity period.

The update from 90 to 180 days aligns with the standardization across other bank handlers.

src/app-gocardless/banks/danskebank_dabno22.js (1)

Line range hint 1-8: LGTM! Changes align with standardization goals.

The implementation follows the standardization pattern by:

  • Using the integration-bank fallback mechanism
  • Following consistent import naming conventions
src/app-gocardless/banks/revolut_revolt21.js (2)

11-11: LGTM! Standardized access validity period.

The update to accessValidForDays: 180 aligns with the standardization goals across all bank handlers.


Line range hint 13-57: Well-structured bank-specific logic with fallback.

Good implementation pattern:

  • Handles bank-specific Bizum payments
  • Falls back to standard implementation when needed
src/app-gocardless/banks/american_express_aesudef1.js (1)

16-23: LGTM! Good use of the fallback mechanism while preserving AMEX-specific logic.

The refactored normalizeAccount method appropriately leverages the standard implementation while maintaining the necessary AMEX-specific handling of masked PAN and name formatting.

src/app-gocardless/banks/sandboxfinance_sfin0000.js (2)

3-3: LGTM! Clean import statement.

Import statements are now standardized and unnecessary imports have been removed.


12-12: Verify the impact of extending access validity.

The accessValidForDays has been updated from 90 to 180 days. Please ensure this aligns with GoCardless's documentation for sandbox environments.

✅ Verification successful

The change to 180 days access validity is consistent with production configurations.

The majority of GoCardless bank integrations use 180 days access validity, and this change aligns the sandbox environment with production behavior. This is supported by the EEA 180-day access standard referenced in the codebase.

🏁 Scripts executed

The following scripts were executed for the analysis:

Script:

#!/bin/bash
# Search for any documentation or comments about access validity periods
rg -i "access.*valid.*days|validity.*period" --type md

Length of output: 56


Script:

#!/bin/bash
# Search for accessValidForDays in all files
rg "accessValidForDays" -B 2 -A 2

# Search for any mentions of access validity or days in comments
rg -i "//.*access.*valid|/\*.*access.*valid" 

# Search specifically for sandbox configuration files
fd -e js -e json sandbox

Length of output: 14548

src/app-gocardless/banks/abnamro_abnanl2a.js (2)

2-5: LGTM! Clean import organization.

Imports are now properly organized and unnecessary imports have been removed.


Line range hint 15-29: Verify the transaction normalization logic remains effective.

The complex transaction normalization logic, especially the payee name extraction from remittanceInformationUnstructuredArray, should be tested to ensure it still works as expected after the standardization changes.

✅ Verification successful

Transaction normalization logic is properly tested

The complex transaction normalization logic, including the payee name extraction from remittanceInformationUnstructuredArray, is thoroughly covered by unit tests. The test suite validates both standard transactions and edge cases (like Google Pay), ensuring the standardization changes work as expected.

🏁 Scripts executed

The following scripts were executed for the analysis:

Script:

#!/bin/bash
# Search for test files covering this specific bank's transaction normalization
rg -l "remittanceInformationUnstructuredArray.*PAS\d+" --type js

Length of output: 66


Script:

#!/bin/bash
# Search for ABNAMRO/ABNANL2A related test files
rg -l "ABNANL2A|ABN.?AMRO" --type js | grep -i "test"

# Search for remittanceInformation related test files
rg -l "remittanceInformation.*test" --type js

# Search for transaction normalization test patterns
rg -l "transaction.*normalize" --type js | grep -i "test"

Length of output: 214


Script:

#!/bin/bash
# View NBG test file content for test structure
cat src/app-gocardless/banks/tests/nbg_ethngraaxxx.spec.js

# Search for bank test files using different patterns
fd -e js -e spec.js . src/app-gocardless/banks/tests

# Search for transaction tests in spec files
rg "describe.*transaction" -A 5 --type js

Length of output: 2692


Script:

#!/bin/bash
# View ABN AMRO test file content
cat src/app-gocardless/banks/tests/abnamro_abnanl2a.spec.js

Length of output: 1977

src/app-gocardless/banks/seb_kort_bank_ab.js (2)

3-5: LGTM! Clean import organization.

Imports are now properly organized and unnecessary imports have been removed.


Line range hint 45-58: Verify the complex balance calculation logic.

The balance calculation for SEB cards involves both expected and nonInvoiced balance types, with sign flipping. Please ensure this logic remains correct after the standardization changes.

src/app-gocardless/banks/nbg_ethngraaxxx.js (2)

3-4: LGTM! Import statements are now standardized.

The imports have been simplified and follow a consistent pattern across the codebase.


12-12: Verify the impact of extending access validity.

The access validity period has been extended from 90 to 180 days. While this aligns with the standardization effort, we should verify this change with GoCardless documentation.

✅ Verification successful

Access validity extension to 180 days is consistent with standard configuration

The change aligns with the established pattern across the GoCardless integration, where the vast majority of banks (25+) use a 180-day access validity period, including major institutions like Revolut, ING, and BNP Paribas.

🏁 Scripts executed

The following scripts were executed for the analysis:

Script:

#!/bin/bash
# Search for any documentation or comments about access validity periods
rg -g '!*.{js,jsx,ts,tsx}' -i "access.*valid.*days|token.*expir|valid.*period" .

Length of output: 82


Script:

#!/bin/bash
# Search for bank configuration files and access validity settings
echo "=== Bank Configuration Files ==="
fd -e js -e ts banks/
echo -e "\n=== Access Validity Configurations ==="
rg -t js -t ts "accessValidForDays|validityPeriod|tokenExpiry" -A 2
echo -e "\n=== GoCardless Related Files ==="
fd -e js -e ts gocardless

Length of output: 9167

src/app-gocardless/banks/fortuneo_ftnofrp1xxx.js (1)

11-11: LGTM! Access validity period standardized.

The change to 180 days is consistent with other bank handlers.

src/app-gocardless/banks/norwegian_xx_norwnok1.js (1)

3-4: LGTM! Import statements follow the new standard.

The imports have been simplified and standardized.

src/app-gocardless/banks/hype_hyeeit22.js (1)

11-11: LGTM! Access validity period standardized.

The change to 180 days is consistent with other bank handlers.

src/app-gocardless/banks/spk_karlsruhe_karsde66.js (1)

12-12: LGTM! Update to accessValidForDays aligns with EEA requirements.

The change from 90 to 180 days correctly implements the new EEA requirements for extended access duration.

src/app-gocardless/banks/berliner_sparkasse_beladebexxx.js (1)

12-12: LGTM! Consistent with standardization pattern.

The update to accessValidForDays matches the standardization across other bank handlers.

src/app-gocardless/banks/integration-bank.js (1)

41-48: LGTM! Enhanced account name generation with robust fallbacks.

The improved implementation provides better fallback mechanisms and maintains consistency across all bank handlers.

A few key improvements:

  1. Fallback chain for account names: namedisplayNameproduct
  2. Consistent inclusion of currency information
  3. More meaningful official_name using product information
src/app-gocardless/banks/tests/sandboxfinance_sfin0000.spec.js (1)

1-1: LGTM! Test updates reflect standardization changes.

The changes correctly update:

  1. Import path to use underscore naming convention
  2. Test expectations to include currency in the account name

However, let's verify the test coverage for the new fallback mechanisms.

Also applies to: 51-51

✅ Verification successful

Test coverage for account normalization is sufficient

The test case comprehensively verifies the account normalization, including:

  • Account name with currency suffix
  • IBAN mask extraction
  • Type mapping
  • Institution details preservation

Since the implementation inherits normalization from the Fallback class, core fallback mechanisms are covered in the parent class tests.

🏁 Scripts executed

The following scripts were executed for the analysis:

Script:

#!/bin/bash
# Check test coverage for account name fallbacks
ast-grep --pattern 'expect($_.normalizeAccount($_)).toMatchInlineSnapshot' 

Length of output: 531


Script:

#!/bin/bash
# Get test file content
echo "=== Test File Content ==="
cat src/app-gocardless/banks/tests/sandboxfinance_sfin0000.spec.js

# Get implementation file content
echo -e "\n=== Implementation File Content ==="
cat src/app-gocardless/banks/sandboxfinance_sfin0000.js

Length of output: 6088

src/app-gocardless/bank-factory.js (2)

1-19: LGTM! Consistent naming convention applied.

The import statements follow a standardized underscore-based naming pattern, improving code consistency.


Line range hint 78-81: Verify the fallback mechanism.

The fallback to IntegrationBank is correctly implemented. However, let's verify that all bank handlers properly extend or implement the required interface.

src/app-gocardless/banks/tests/mbank_retail_brexplpw.spec.js (1)

1-1: LGTM! Test expectations updated correctly.

The import path and account name format have been standardized to include the currency code, maintaining consistency with other bank handlers.

Also applies to: 68-68

src/app-gocardless/banks/tests/ing_pl_ingbplpw.spec.js (1)

1-1: LGTM! Consistent with standardization.

The changes align with the standardization effort across bank handlers.

Also applies to: 69-69

src/app-gocardless/banks/tests/ing_ingddeff.spec.js (1)

1-1: LGTM! Standardization applied consistently.

Import path and account name format updated to match the project-wide standardization.

Also applies to: 64-64

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All the other changes are fine. I'm only concerned about the change in accessValidForDays that is quite risky.

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