Commit Graph

7 Commits

Author SHA1 Message Date
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`.

---------

Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
2025-12-19 23:24:48 +01:00
Zach Gollwitzer
da18c3d850 Account namespace updates: part 6 (transactions) (#904)
* Move Transaction to Account namespace

* Fix improper routes, improve separation of concerns

* Replace account transactions list partial with view

* Remove logs

* Consolidate transaction views

* Remove unused code

* Transfer style tweaks

* Remove more unused code

* Add back totals by currency helper
2024-06-24 11:58:39 -04:00
Zach Gollwitzer
ca39b26070 Transaction transfers, payments, and matching (#883)
* Add transfer model and clean up family snapshot fixtures

* Ignore transfers in income and expense snapshots

* Add transfer validations

* Implement basic transfer matching UI

* Fix merge conflicts

* Add missing translations

* Tweak selection states for transfer types

* Add missing i18n translation
2024-06-19 06:52:08 -04:00
Zach Gollwitzer
4ebc08e5a4 Transactions cleanup (#817)
An overhaul and cleanup of the transactions feature including:

- Simplification of transactions search and filtering
- Consolidation of account sync logic after transaction change
- Split sidebar modal and modal into "drawer" and "modal" concepts
- Refactor of transaction partials and folder organization
- Cleanup turbo frames and streams for transaction updates, including new Transactions::RowsController for inline updates
- Refactored and added several integration and systems tests
2024-05-30 20:55:18 -04:00
Zach Gollwitzer
ac46c0c5a9 Fix income summary totals (#759) 2024-05-17 17:50:49 -04:00
Zach Gollwitzer
7d48c01833 Prepare fixture data for account sync tests (#493)
* Rename account balance field for clarity

`original_balance` and `original_currency` may infer that these values are "original" to the account.  In reality, they represent the "current" balance and currency on the account.

* Prepare fixture data for account sync testing

* Update to new field

* Fix conflicts

* Remove local schema change
2024-02-27 12:43:49 -05:00
Zach Gollwitzer
87b97b3c41 Scaffold out basic transactions model and UI (#478)
* Transaction scaffold

* Rough in transaction views

* Fix sort order

* Fix mass assignment issue

* Fix test

* Simplify CI workflow

* Don't seed db before test
2024-02-23 21:34:33 -05:00