Commit Graph

4 Commits

Author SHA1 Message Date
Pere Montpeó
9f5fdd4d13 feat: add valuations API endpoints for managing account reconciliations (#745)
* feat: add valuations API endpoints for managing account reconciliations

* refactor: formatting

* fix: make account extraction clearer

* feat: validation and error handling improvements

* feat: transaction

* feat: error handling

* Add API documentation LLM context

* Make it easier for people

* feat: transaction in creation

* feat: add OpenAPI spec for Valuations API

* fix: update notes validation to check for key presence

* Prevent double render

* All other docs use `apiKeyAuth`

* More `apiKeyAuth`

* Remove testing assertions from API doc specs

* fix: correct valuation entry references

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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-01-30 18:54:15 +01:00
AdamWHY2K
3f5fff27ea feat: process pending transactions from lunchflow (#731)
* feat(config): add Lunchflow runtime configuration flags

* feat(api): add include_pending parameter to Lunchflow API

* feat(processor): add pending metadata support to Lunchflow processor

* feat(processor): generate temporary IDs for pending transactions

* feat(importer): integrate pending transaction support in sync

* fix(importer): improve deduplication for transactions without IDs

* feat(model): add Lunchflow pending support to Transaction scopes

* test: add Lunchflow processor pending metadata tests

* docs: update AGENTS.md for Lunchflow pending support

* chore: remove unused variable

* fix: simplify key check

* fix: dotenv-linter key order

* fix: avoid collapsing distinct pending transactions

* fix: prevent unbounded raw payload growth for blank IDs
2026-01-23 00:53:24 +01:00
LPW
664c6c2b7c Pending detection, FX metadata, Pending UI badge. (#374)
* - 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>
2025-12-19 23:24:48 +01:00
Juan José Mata
c993351474 Add OpenAI Codex instructions via AGENTS.md
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2025-08-27 08:07:10 +02:00