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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>
62 lines
3.9 KiB
Markdown
62 lines
3.9 KiB
Markdown
# Repository Guidelines
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## Project Structure & Module Organization
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- Code: `app/` (Rails MVC, services, jobs, mailers, components), JS in `app/javascript/`, styles/assets in `app/assets/` (Tailwind, images, fonts).
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- Config: `config/`, environment examples in `.env.local.example` and `.env.test.example`.
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- Data: `db/` (migrations, seeds), fixtures in `test/fixtures/`.
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- Tests: `test/` mirroring `app/` (e.g., `test/models/*_test.rb`).
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- Tooling: `bin/` (project scripts), `docs/` (guides), `public/` (static), `lib/` (shared libs).
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## Build, Test, and Development Commands
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- Setup: `cp .env.local.example .env.local && bin/setup` — install deps, set DB, prepare app.
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- Run app: `bin/dev` — starts Rails server and asset/watchers via `Procfile.dev`.
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- Test suite: `bin/rails test` — run all Minitest tests; add `TEST=test/models/user_test.rb` to target a file.
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- Lint Ruby: `bin/rubocop` — style checks; add `-A` to auto-correct safe cops.
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- Lint/format JS/CSS: `npm run lint` and `npm run format` — uses Biome.
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- Security scan: `bin/brakeman` — static analysis for common Rails issues.
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## Coding Style & Naming Conventions
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- Ruby: 2-space indent, `snake_case` for methods/vars, `CamelCase` for classes/modules. Follow Rails conventions for folders and file names.
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- Views: ERB checked by `erb-lint` (see `.erb_lint.yml`). Avoid heavy logic in views; prefer helpers/components.
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- JavaScript: `lowerCamelCase` for vars/functions, `PascalCase` for classes/components. Let Biome format code.
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- Commit small, cohesive changes; keep diffs focused.
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## Testing Guidelines
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- Framework: Minitest (Rails). Name files `*_test.rb` and mirror `app/` structure.
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- Run: `bin/rails test` locally and ensure green before pushing.
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- Fixtures/VCR: Use `test/fixtures` and existing VCR cassettes for HTTP. Prefer unit tests plus focused integration tests.
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## Commit & Pull Request Guidelines
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- Commits: Imperative subject ≤ 72 chars (e.g., "Add account balance validation"). Include rationale in body and reference issues (`#123`).
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- PRs: Clear description, linked issues, screenshots for UI changes, and migration notes if applicable. Ensure CI passes, tests added/updated, and `rubocop`/Biome are clean.
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## Security & Configuration Tips
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- Never commit secrets. Start from `.env.local.example`; use `.env.local` for development only.
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- Run `bin/brakeman` before major PRs. Prefer environment variables over hard-coded values.
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## Providers: Pending Transactions and FX Metadata (SimpleFIN/Plaid)
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- Pending detection
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- SimpleFIN: pending when provider sends `pending: true`, or when `posted` is blank/0 and `transacted_at` is present.
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- Plaid: pending when Plaid sends `pending: true` (stored at `transaction.extra["plaid"]["pending"]` for bank/credit transactions imported via `PlaidEntry::Processor`).
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- Storage (extras)
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- Provider metadata lives on `Transaction#extra`, namespaced (e.g., `extra["simplefin"]["pending"]`).
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- SimpleFIN FX: `extra["simplefin"]["fx_from"]`, `extra["simplefin"]["fx_date"]`.
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- UI
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- Shows a small “Pending” badge when `transaction.pending?` is true.
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- Variability
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- Some providers don’t expose pendings; in that case nothing is shown.
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- Configuration (default-off)
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- SimpleFIN runtime toggles live in `config/initializers/simplefin.rb` via `Rails.configuration.x.simplefin.*`.
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- ENV-backed keys:
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- `SIMPLEFIN_INCLUDE_PENDING=1` (forces `pending=1` on SimpleFIN fetches when caller didn’t specify a `pending:` arg)
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- `SIMPLEFIN_DEBUG_RAW=1` (logs raw payload returned by SimpleFIN)
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### Provider support notes
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- SimpleFIN: supports pending + FX metadata; stored under `extra["simplefin"]`.
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- Plaid: supports pending when the upstream Plaid payload includes `pending: true`; stored under `extra["plaid"]`.
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- Plaid investments: investment transactions currently do not store pending metadata.
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- Lunchflow: does not currently store pending metadata.
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- Manual/CSV imports: no pending concept.
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