* Update activity menu to conditionally display options for linked and investment accounts
* Update transaction test to reflect "New activity" menu change
---------
Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
* 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.
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Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
* feat: Add toggle on mobile to show/hide checkboxes in transaction page
* fix: Add multi-select toggle also in activities page. Make JS controller compatible also in this view.
* feat: Add category in mobile view
* feat: Add mobile layout for transaction categories
* feat: Add margin for pagination on mobile
* fix: Ensure category exists when displaying the name
* fix: Adjust mobile paddings
* fix: Display "uncategorized" label if no category is set
* fix: Expand transaction name/subtitle
* feat: Add merchant name on desktop view
* feat: Move merchant name before account name
* fix: Add class to hide merchant on mobile
* feat: Add merchant logo on mobile
* fix: add pointer-events-none to merchant image on mobile view
* feat: toggle header checkbox in transaction page when button is clicked
* Remove unnecessary CSS class
* Remove duplicate CSS class
* Remove wrong Enable Banking logo URL
* Update app/views/transactions/_transaction.html.erb
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Alessio Cappa <104093777+alessiocappa@users.noreply.github.com>
* Revert "Update app/views/transactions/_transaction.html.erb"
This reverts commit 9766c50a1d.
* Add translation for Loan Payment/Transfer
* Apply review comments
* Add accessible name for toggle based on review comments
* Use border instead of border-1 class
* Apply review comments
* Missing l10n key
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Signed-off-by: Alessio Cappa <104093777+alessiocappa@users.noreply.github.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Add CA locales for models
* Add CA locales for views
* Use translations in activity feed
* Additional CA locales
* Fix typo
---------
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Balance reconcilations with new components
* Fix materializer and test assumptions
* Fix investment valuation calculations and recon display
* Lint fixes
* Balance series uses new component fields
* Initial data objects
* Remove trend calculator
* Fill in balance reconciliation for entry group
* Initial tooltip component
* Balance trends in activity view
* Lint fixes
* trade partial alignment fix
* Tweaks to balance calculation to acknowledge holdings value better
* More lint fixes
* Bump brakeman dep
* Test fixes
* Remove unused class
