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34 lines
1.4 KiB
Ruby
34 lines
1.4 KiB
Ruby
Rails.application.configure do
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truthy = %w[1 true yes on]
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falsy = %w[0 false no off]
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config.x.simplefin ||= ActiveSupport::OrderedOptions.new
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# Default to true - always fetch pending transactions so they can be:
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# - Displayed with a "Pending" badge
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# - Excluded from budgets (but included in net worth)
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# - Reconciled when posted versions arrive (avoiding duplicates)
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# - Auto-excluded after 8 days if they remain stale
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# Set SIMPLEFIN_INCLUDE_PENDING=0 to disable if a bank's integration causes issues
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pending_env = ENV["SIMPLEFIN_INCLUDE_PENDING"].to_s.strip.downcase
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config.x.simplefin.include_pending = pending_env.blank? ? true : !falsy.include?(pending_env)
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config.x.simplefin.debug_raw = truthy.include?(ENV["SIMPLEFIN_DEBUG_RAW"].to_s.strip.downcase)
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# Common money market fund tickers that should be treated as cash equivalents
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# These are settlement funds that users consider "cash available to invest"
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# SimpleFIN doesn't provide is_cash_equivalent metadata like Plaid does,
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# so we detect by ticker symbol and description patterns
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config.x.simplefin.money_market_tickers = %w[
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VMFXX VMMXX VMRXX VUSXX
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SPAXX FDRXX SPRXX FZFXX FDLXX
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SWVXX SNVXX SNOXX
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TTTXX PRTXX
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].freeze
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# Patterns that indicate money market funds (case-insensitive)
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config.x.simplefin.money_market_patterns = [
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/money\s*market/i,
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/settlement\s*fund/i,
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/cash\s*reserve/i
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].freeze
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end
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