From ccac40a17b7c17869b17a36371f00595ca486f32 Mon Sep 17 00:00:00 2001
From: Steven Tey <stevensteel97@gmail.com>
Date: Fri, 1 Aug 2025 21:42:26 -0700
Subject: [PATCH] Improve payout descriptions

---
 apps/web/app/(ee)/api/cron/payouts/create-payout.ts  |  3 ++-
 .../(ee)/api/cron/payouts/process/split-payouts.ts   |  4 ++--
 .../api/stripe/connect/webhook/balance-available.ts  |  5 +++--
 .../partners/update-partner-payout-settings.ts       |  7 +++++++
 apps/web/lib/partners/create-stripe-transfer.ts      | 12 +++++++++---
 5 files changed, 23 insertions(+), 8 deletions(-)

diff --git a/apps/web/app/(ee)/api/cron/payouts/create-payout.ts b/apps/web/app/(ee)/api/cron/payouts/create-payout.ts
index 0e8815507cd..61e8f4f85f3 100644
--- a/apps/web/app/(ee)/api/cron/payouts/create-payout.ts
+++ b/apps/web/app/(ee)/api/cron/payouts/create-payout.ts
@@ -21,6 +21,7 @@ export const createPayout = async ({
       status: true,
       program: {
         select: {
+          name: true,
           holdingPeriodDays: true,
         },
       },
@@ -153,7 +154,7 @@ export const createPayout = async ({
           partnerId,
           periodStart,
           periodEnd,
-          description: "Dub Partners payout",
+          description: `Dub Partners payout (${programEnrollment.program.name})`,
         },
       });
     }
diff --git a/apps/web/app/(ee)/api/cron/payouts/process/split-payouts.ts b/apps/web/app/(ee)/api/cron/payouts/process/split-payouts.ts
index 5910191c828..e5ad661ec70 100644
--- a/apps/web/app/(ee)/api/cron/payouts/process/split-payouts.ts
+++ b/apps/web/app/(ee)/api/cron/payouts/process/split-payouts.ts
@@ -12,7 +12,7 @@ export async function splitPayouts({
   cutoffPeriod,
   excludedPayoutIds,
 }: {
-  program: Pick<Program, "id" | "minPayoutAmount">;
+  program: Pick<Program, "id" | "name" | "minPayoutAmount">;
   cutoffPeriod: CUTOFF_PERIOD_TYPES;
   excludedPayoutIds?: string[];
 }) {
@@ -100,7 +100,7 @@ export async function splitPayouts({
               (total, commission) => total + commission.earnings,
               0,
             ),
-            description: "Dub Partners payout",
+            description: `Dub Partners payout (${program.name})`,
           },
         });
 
diff --git a/apps/web/app/(ee)/api/stripe/connect/webhook/balance-available.ts b/apps/web/app/(ee)/api/stripe/connect/webhook/balance-available.ts
index 6debc7c324c..8ae2804fe6b 100644
--- a/apps/web/app/(ee)/api/stripe/connect/webhook/balance-available.ts
+++ b/apps/web/app/(ee)/api/stripe/connect/webhook/balance-available.ts
@@ -2,7 +2,7 @@ import { stripe } from "@/lib/stripe";
 import { sendEmail } from "@dub/email";
 import PartnerPayoutWithdrawalInitiated from "@dub/email/templates/partner-payout-withdrawal-initiated";
 import { prisma } from "@dub/prisma";
-import { currencyFormatter } from "@dub/utils";
+import { currencyFormatter, formatDate } from "@dub/utils";
 import Stripe from "stripe";
 
 export async function balanceAvailable(event: Stripe.Event) {
@@ -84,7 +84,8 @@ export async function balanceAvailable(event: Stripe.Event) {
     {
       amount: availableBalance,
       currency,
-      description: "Dub Partners payout",
+      // example: "Dub Partners auto-withdrawal (Aug 1, 2025)"
+      description: `Dub Partners auto-withdrawal (${formatDate(new Date(), { month: "short" })})`,
       method: "standard",
     },
     {
diff --git a/apps/web/lib/actions/partners/update-partner-payout-settings.ts b/apps/web/lib/actions/partners/update-partner-payout-settings.ts
index 732d23d709b..ee1c147e96c 100644
--- a/apps/web/lib/actions/partners/update-partner-payout-settings.ts
+++ b/apps/web/lib/actions/partners/update-partner-payout-settings.ts
@@ -45,6 +45,13 @@ export const updatePartnerPayoutSettingsAction = authPartnerActionClient
               status: "processed",
               stripeTransferId: null,
             },
+            include: {
+              program: {
+                select: {
+                  name: true,
+                },
+              },
+            },
           });
 
           if (previouslyProcessedPayouts.length > 0) {
diff --git a/apps/web/lib/partners/create-stripe-transfer.ts b/apps/web/lib/partners/create-stripe-transfer.ts
index a3623df4f58..290cc425bbe 100644
--- a/apps/web/lib/partners/create-stripe-transfer.ts
+++ b/apps/web/lib/partners/create-stripe-transfer.ts
@@ -7,14 +7,20 @@ import {
   MIN_WITHDRAWAL_AMOUNT_CENTS,
 } from "./constants";
 
+type PayoutWithProgramName = Pick<Payout, "id" | "amount" | "invoiceId"> & {
+  program: {
+    name: string;
+  };
+};
+
 export const createStripeTransfer = async ({
   partner,
   previouslyProcessedPayouts,
   currentInvoicePayouts,
 }: {
   partner: Pick<Partner, "id" | "minWithdrawalAmount" | "stripeConnectId">;
-  previouslyProcessedPayouts: Pick<Payout, "id" | "amount" | "invoiceId">[];
-  currentInvoicePayouts?: Pick<Payout, "id" | "amount" | "invoiceId">[];
+  previouslyProcessedPayouts: PayoutWithProgramName[];
+  currentInvoicePayouts?: PayoutWithProgramName[];
 }) => {
   // this should never happen since we guard for it outside, but just in case
   if (!partner.stripeConnectId) {
@@ -92,7 +98,7 @@ export const createStripeTransfer = async ({
       // (even though the transfer could technically include payouts from multiple invoices)
       transfer_group: finalPayoutInvoiceId!,
       destination: partner.stripeConnectId,
-      description: `Dub Partners payout for ${allPayouts.map((p) => p.id).join(", ")}`,
+      description: `Dub Partners payout ${pluralize("transfer", allPayouts.length)} (${allPayouts.map((p) => p.program.name).join(", ")})`,
     },
     {
       idempotencyKey: `${finalPayoutInvoiceId}-${partner.id}`,