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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`. --------- Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
43 lines
1.4 KiB
Ruby
43 lines
1.4 KiB
Ruby
class Transaction < ApplicationRecord
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include Entryable, Transferable, Ruleable
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belongs_to :category, optional: true
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belongs_to :merchant, optional: true
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has_many :taggings, as: :taggable, dependent: :destroy
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has_many :tags, through: :taggings
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accepts_nested_attributes_for :taggings, allow_destroy: true
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enum :kind, {
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standard: "standard", # A regular transaction, included in budget analytics
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funds_movement: "funds_movement", # Movement of funds between accounts, excluded from budget analytics
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cc_payment: "cc_payment", # A CC payment, excluded from budget analytics (CC payments offset the sum of expense transactions)
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loan_payment: "loan_payment", # A payment to a Loan account, treated as an expense in budgets
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one_time: "one_time" # A one-time expense/income, excluded from budget analytics
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}
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# Overarching grouping method for all transfer-type transactions
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def transfer?
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funds_movement? || cc_payment? || loan_payment?
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end
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def set_category!(category)
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if category.is_a?(String)
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category = entry.account.family.categories.find_or_create_by!(
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name: category
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)
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end
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update!(category: category)
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end
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def pending?
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extra_data = extra.is_a?(Hash) ? extra : {}
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ActiveModel::Type::Boolean.new.cast(extra_data.dig("simplefin", "pending")) ||
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ActiveModel::Type::Boolean.new.cast(extra_data.dig("plaid", "pending"))
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rescue
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false
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end
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end
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