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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>
112 lines
4.7 KiB
Plaintext
112 lines
4.7 KiB
Plaintext
<%# locals: (entry:, balance_trend: nil, view_ctx: "global") %>
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<% transaction = entry.entryable %>
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<%= turbo_frame_tag dom_id(entry) do %>
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<%= turbo_frame_tag dom_id(transaction) do %>
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<div class="grid grid-cols-12 items-center text-primary text-sm font-medium p-4 lg:p-4 <%= entry.excluded ? "opacity-50 text-gray-400" : "" %>">
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<div class="pr-4 lg:pr-10 flex items-center gap-3 lg:gap-4 col-span-8">
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<%= check_box_tag dom_id(entry, "selection"),
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disabled: transaction.transfer.present?,
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class: "checkbox checkbox--light",
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data: {
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id: entry.id,
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"bulk-select-target": "row",
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action: "bulk-select#toggleRowSelection"
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} %>
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<div class="max-w-full">
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<%= content_tag :div, class: ["flex items-center gap-2"] do %>
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<% if transaction.merchant&.logo_url.present? %>
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<%= image_tag transaction.merchant.logo_url,
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class: "w-6 h-6 rounded-full",
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loading: "lazy" %>
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<% else %>
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<%= render DS::FilledIcon.new(
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variant: :text,
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text: entry.name,
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size: "sm",
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rounded: true
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) %>
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<% end %>
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<div class="truncate">
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<div class="space-y-0.5">
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<div class="flex items-center gap-1 min-w-0">
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<div class="truncate flex-shrink">
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<% if transaction.transfer? %>
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<%= link_to(
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entry.name,
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transaction.transfer.present? ? transfer_path(transaction.transfer) : entry_path(entry),
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data: {
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turbo_frame: "drawer",
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turbo_prefetch: false
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},
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class: "hover:underline"
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) %>
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<% else %>
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<%= link_to(
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entry.name,
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entry_path(entry),
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data: {
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turbo_frame: "drawer",
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turbo_prefetch: false
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},
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class: "hover:underline"
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) %>
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<% end %>
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</div>
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<div class="flex items-center gap-1 flex-shrink-0">
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<% if transaction.one_time? %>
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<span class="text-orange-500" title="One-time <%= entry.amount.negative? ? "income" : "expense" %> (excluded from averages)">
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<%= icon "asterisk", size: "sm", color: "current" %>
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</span>
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<% end %>
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<%# Pending indicator %>
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<% if transaction.pending? %>
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<span class="inline-flex items-center gap-1 text-xs font-medium rounded-full px-1.5 py-0.5 border border-secondary text-secondary" title="Pending — may change when posted">
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<%= icon "clock", size: "sm", color: "current" %>
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Pending
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</span>
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<% end %>
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<% if transaction.transfer.present? %>
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<%= render "transactions/transfer_match", transaction: transaction %>
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<% end %>
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</div>
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</div>
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<div class="text-secondary text-xs font-normal hidden lg:block">
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<% if transaction.transfer? %>
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<span class="text-secondary">
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<%= transaction.loan_payment? ? "Loan Payment" : "Transfer" %> • <%= entry.account.name %>
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</span>
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<% else %>
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<%= link_to entry.account.name,
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account_path(entry.account, tab: "transactions"),
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data: { turbo_frame: "_top" },
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class: "hover:underline" %>
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<% end %>
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</div>
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</div>
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</div>
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<% end %>
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</div>
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</div>
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<div class="hidden md:flex items-center gap-1 col-span-2">
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<%= render "transactions/transaction_category", transaction: transaction %>
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</div>
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<div class="col-span-2 col-start-11 md:col-start-auto ml-auto text-right">
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<%= content_tag :p,
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transaction.transfer? && view_ctx == "global" ? "+/- #{format_money(entry.amount_money.abs)}" : format_money(-entry.amount_money),
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class: ["text-green-600": entry.amount.negative?] %>
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</div>
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</div>
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<% end %>
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<% end %>
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