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Add pending transaction handling and duplicate reconciliation logic (#602)
* Add pending transaction handling and duplicate reconciliation logic - Implemented logic to exclude pending transactions from budgets and analytics calculations. - Introduced mechanisms for reconciling pending transactions with posted versions. - Added duplicate detection with support for merging or dismissing matches. - Updated transaction search filters to include a `status_filter` for pending/confirmed transactions. - Introduced UI elements for reviewing and resolving duplicates. - Enhanced `ProviderSyncSummary` with stats for reconciled and stale pending transactions. * Refactor translation handling and enhance transaction and sync logic - Moved hardcoded strings to locale files for improved translation support. - Refined styling for duplicate transaction indicators and sync summaries. - Improved logic for excluding stale pending transactions and updating timestamps on batch exclusion. - Added unique IDs to status filters for better element targeting in UI. - Optimized database queries to avoid N+1 issues in stale pending calculations. * Add sync settings and enhance pending transaction handling - Introduced a new "Sync Settings" section in hosting settings with UI to toggle inclusion of pending transactions. - Updated handling of pending transactions with improved inference logic for `posted=0` and `transacted_at` in processors. - Added priority order for pending transaction inclusion: explicit argument > environment variable > runtime configurable setting. - Refactored settings and controllers to store updated sync preferences. * Refactor sync settings and pending transaction reconciliation - Extracted logic for pending transaction reconciliation, stale exclusion, and unmatched tracking into dedicated methods for better maintainability. - Updated sync settings to infer defaults from multiple provider environment variables (`SIMPLEFIN_INCLUDE_PENDING`, `PLAID_INCLUDE_PENDING`). - Refined UI and messaging to handle multi-provider configurations in sync settings. # Conflicts: # app/models/simplefin_item/importer.rb * Debounce transaction reconciliation during imports - Added per-run reconciliation debouncing to prevent repeated scans for the same account during chunked history imports. - Trimmed size of reconciliation stats to retain recent details only. - Introduced error tracking for reconciliation steps to improve UI visibility of issues. * Apply ABS() in pending transaction queries and improve error handling - Updated pending transaction logic to use ABS() for consistent handling of negative amounts. - Adjusted amount bounds calculations to ensure accuracy for both positive and negative values. - Refined exception handling in `merge_duplicate` to log failures and update user alert. - Replaced `Date.today` with `Date.current` in tests to ensure timezone consistency. - Minor optimization to avoid COUNT queries by loading limited records directly. * Improve error handling in duplicate suggestion and dismissal logic - Added exception handling for `store_duplicate_suggestion` to log failures and prevent crashes during fuzzy/low-confidence matches. - Enhanced `dismiss_duplicate` action to handle `ActiveRecord::RecordInvalid` and display appropriate user alerts. --------- Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
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@@ -46,6 +46,42 @@
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"data-auto-submit-form-target": "auto" %>
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</div>
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</div>
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<%= render DS::Menu.new(variant: "button", no_padding: true) do |menu| %>
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<% menu.with_button(
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id: "activity-status-filter-button",
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type: "button",
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text: t("accounts.show.activity.filter"),
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variant: "outline",
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icon: "list-filter"
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) %>
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<% menu.with_custom_content do %>
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<div class="p-3 space-y-3 min-w-[160px]">
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<p class="text-xs font-medium text-secondary uppercase"><%= t("accounts.show.activity.status") %></p>
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<div class="flex items-center gap-3">
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<%= check_box_tag "q[status][]",
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"confirmed",
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params.dig(:q, :status)&.include?("confirmed"),
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id: "q_status_confirmed",
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class: "checkbox checkbox--light",
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form: "entries-search",
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onchange: "document.getElementById('entries-search').requestSubmit()" %>
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<%= label_tag "q_status_confirmed", t("accounts.show.activity.confirmed"), class: "text-sm text-primary" %>
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</div>
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<div class="flex items-center gap-3">
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<%= check_box_tag "q[status][]",
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"pending",
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params.dig(:q, :status)&.include?("pending"),
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id: "q_status_pending",
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class: "checkbox checkbox--light",
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form: "entries-search",
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onchange: "document.getElementById('entries-search').requestSubmit()" %>
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<%= label_tag "q_status_pending", t("accounts.show.activity.pending"), class: "text-sm text-primary" %>
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</div>
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</div>
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<% end %>
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<% end %>
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<% end %>
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<%= button_tag type: "button",
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id: "toggle-checkboxes-button",
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