Add transaction dedup support for CSV imports (#304)

* Support dedup for transaction also for CSV

* Fix to exclude CSV importing duplicates

* Guard nil account

app/models/account/provider_import_adapter.rb

@@ -30,6 +30,7 @@ class Account::ProviderImportAdapter
       # If this is a new entry, check for potential duplicates from manual/CSV imports
       # This handles the case where a user manually created or CSV imported a transaction
       # before linking their account to a provider
+      # Note: We don't pass name here to allow matching even when provider formats names differently
       if entry.new_record?
         duplicate = find_duplicate_transaction(date: date, amount: amount, currency: currency)
         if duplicate
@@ -266,33 +267,41 @@ class Account::ProviderImportAdapter
     false
   end
 
-  private
+  # Finds a potential duplicate transaction from manual entry or CSV import
+  # Matches on date, amount, currency, and optionally name
+  # Only matches transactions without external_id (manual/CSV imported)
+  #
+  # @param date [Date, String] Transaction date
+  # @param amount [BigDecimal, Numeric] Transaction amount
+  # @param currency [String] Currency code
+  # @param name [String, nil] Optional transaction name for more accurate matching
+  # @param exclude_entry_ids [Set, Array, nil] Entry IDs to exclude from the search (e.g., already claimed entries)
+  # @return [Entry, nil] The duplicate entry or nil if not found
+  def find_duplicate_transaction(date:, amount:, currency:, name: nil, exclude_entry_ids: nil)
+    # Convert date to Date object if it's a string
+    date = Date.parse(date.to_s) unless date.is_a?(Date)
 
-    # Finds a potential duplicate transaction from manual entry or CSV import
-    # Matches on date, amount, and currency
-    # Only matches transactions without external_id (manual/CSV imported)
-    #
-    # @param date [Date, String] Transaction date
-    # @param amount [BigDecimal, Numeric] Transaction amount
-    # @param currency [String] Currency code
-    # @return [Entry, nil] The duplicate entry or nil if not found
-    def find_duplicate_transaction(date:, amount:, currency:)
-      # Convert date to Date object if it's a string
-      date = Date.parse(date.to_s) unless date.is_a?(Date)
+    # Look for entries on the same account with:
+    # 1. Same date
+    # 2. Same amount (exact match)
+    # 3. Same currency
+    # 4. No external_id (manual/CSV imported transactions)
+    # 5. Entry type is Transaction (not Trade or Valuation)
+    # 6. Optionally same name (if name parameter is provided)
+    # 7. Not in the excluded IDs list (if provided)
+    query = account.entries
+                   .where(entryable_type: "Transaction")
+                   .where(date: date)
+                   .where(amount: amount)
+                   .where(currency: currency)
+                   .where(external_id: nil)
 
-      # Look for entries on the same account with:
-      # 1. Same date
-      # 2. Same amount (exact match)
-      # 3. Same currency
-      # 4. No external_id (manual/CSV imported transactions)
-      # 5. Entry type is Transaction (not Trade or Valuation)
-      account.entries
-             .where(entryable_type: "Transaction")
-             .where(date: date)
-             .where(amount: amount)
-             .where(currency: currency)
-             .where(external_id: nil)
-             .order(created_at: :asc)
-             .first
-    end
+    # Add name filter if provided
+    query = query.where(name: name) if name.present?
+
+    # Exclude already claimed entries if provided
+    query = query.where.not(id: exclude_entry_ids) if exclude_entry_ids.present?
+
+    query.order(created_at: :asc).first
+  end
 end