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Pending detection, FX metadata, Pending UI badge. (#374)

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* - Add support for `SIMPLEFIN_INCLUDE_PENDING` to control pending behavior via ENV.
- Enhance debug logging for SimpleFin API requests and raw payloads.
- Refine pending flag handling in `SimplefinEntry::Processor` based on provider data and inferred conditions.
- Improve FX metadata processing for transactions with currency mismatches.
- Add new tests for pending detection, FX metadata, and edge cases involving `posted` values.
- Add pending indicator UI to transaction view.

* Document pending transaction detection, storage, and UI behavior for SimpleFIN and Plaid integrations. Add debug flags for troubleshooting.

* Add `pending?` method to `Transaction` model, refactor UI indicator, and centralize SimpleFIN configuration

- Introduced `pending?` method in `Transaction` for unified pending state detection.
- Refactored transaction pending indicator in the UI to use `pending?` method.
- Centralized SimpleFIN configuration in initializer with ENV-backed toggles.
- Updated tests for `pending?` behavior and clarified docs for pending detection logic

* Add SimpleFIN debug and runtime flags to `.env.local.example` and `.env.test.example`

- Introduced `SIMPLEFIN_INCLUDE_PENDING` and `SIMPLEFIN_DEBUG_RAW` flags for controlling pending behavior and debugging.
- Updated example environment files with descriptions for new configuration options.

* Normalize formatting for `SIMPLEFIN_INCLUDE_PENDING` and `SIMPLEFIN_DEBUG_RAW` flags in `.env.local.example` and `.env.test.example`.

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Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
This commit is contained in:
LPW
2025-12-19 17:24:48 -05:00
committed by GitHub
parent febbf42e1b
commit 664c6c2b7c
13 changed files with 229 additions and 3 deletions
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7
.env.local.example
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@@ -1,6 +1,13 @@
# To enable / disable self-hosting features.
SELF_HOSTED = true
# SimpleFIN runtime flags (default-off)
# Accepted truthy values: 1, true, yes, on
# SIMPLEFIN_DEBUG_RAW: when truthy, logs the raw payload returned by SimpleFIN (debug-only; can be noisy)
SIMPLEFIN_DEBUG_RAW=false
# SIMPLEFIN_INCLUDE_PENDING: when truthy, forces `pending=1` on SimpleFIN fetches when caller doesn't specify `pending:`
SIMPLEFIN_INCLUDE_PENDING=false
# Controls onboarding flow (valid: open, closed, invite_only)
ONBOARDING_STATE = open