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* Add pending transaction handling and duplicate reconciliation logic - Implemented logic to exclude pending transactions from budgets and analytics calculations. - Introduced mechanisms for reconciling pending transactions with posted versions. - Added duplicate detection with support for merging or dismissing matches. - Updated transaction search filters to include a `status_filter` for pending/confirmed transactions. - Introduced UI elements for reviewing and resolving duplicates. - Enhanced `ProviderSyncSummary` with stats for reconciled and stale pending transactions. * Refactor translation handling and enhance transaction and sync logic - Moved hardcoded strings to locale files for improved translation support. - Refined styling for duplicate transaction indicators and sync summaries. - Improved logic for excluding stale pending transactions and updating timestamps on batch exclusion. - Added unique IDs to status filters for better element targeting in UI. - Optimized database queries to avoid N+1 issues in stale pending calculations. * Add sync settings and enhance pending transaction handling - Introduced a new "Sync Settings" section in hosting settings with UI to toggle inclusion of pending transactions. - Updated handling of pending transactions with improved inference logic for `posted=0` and `transacted_at` in processors. - Added priority order for pending transaction inclusion: explicit argument > environment variable > runtime configurable setting. - Refactored settings and controllers to store updated sync preferences. * Refactor sync settings and pending transaction reconciliation - Extracted logic for pending transaction reconciliation, stale exclusion, and unmatched tracking into dedicated methods for better maintainability. - Updated sync settings to infer defaults from multiple provider environment variables (`SIMPLEFIN_INCLUDE_PENDING`, `PLAID_INCLUDE_PENDING`). - Refined UI and messaging to handle multi-provider configurations in sync settings. # Conflicts: # app/models/simplefin_item/importer.rb * Debounce transaction reconciliation during imports - Added per-run reconciliation debouncing to prevent repeated scans for the same account during chunked history imports. - Trimmed size of reconciliation stats to retain recent details only. - Introduced error tracking for reconciliation steps to improve UI visibility of issues. * Apply ABS() in pending transaction queries and improve error handling - Updated pending transaction logic to use ABS() for consistent handling of negative amounts. - Adjusted amount bounds calculations to ensure accuracy for both positive and negative values. - Refined exception handling in `merge_duplicate` to log failures and update user alert. - Replaced `Date.today` with `Date.current` in tests to ensure timezone consistency. - Minor optimization to avoid COUNT queries by loading limited records directly. * Improve error handling in duplicate suggestion and dismissal logic - Added exception handling for `store_duplicate_suggestion` to log failures and prevent crashes during fuzzy/low-confidence matches. - Enhanced `dismiss_duplicate` action to handle `ActiveRecord::RecordInvalid` and display appropriate user alerts. --------- Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
31 lines
1.2 KiB
Plaintext
31 lines
1.2 KiB
Plaintext
<% env_configured = ENV["SIMPLEFIN_INCLUDE_PENDING"].present? || ENV["PLAID_INCLUDE_PENDING"].present? %>
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<div class="space-y-4">
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<div class="flex items-center justify-between">
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<div class="space-y-1">
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<p class="text-sm"><%= t(".include_pending_label") %></p>
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<p class="text-secondary text-sm"><%= t(".include_pending_description") %></p>
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</div>
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<%= styled_form_with model: Setting.new,
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url: settings_hosting_path,
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method: :patch,
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data: { controller: "auto-submit-form", auto_submit_form_trigger_event_value: "change" } do |form| %>
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<%= form.toggle :syncs_include_pending,
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checked: Setting.syncs_include_pending,
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disabled: env_configured,
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data: { auto_submit_form_target: "auto" } %>
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<% end %>
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</div>
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<% if env_configured %>
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<div class="bg-warning-50 border border-warning-200 rounded-lg p-3">
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<div class="flex items-start gap-2">
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<%= icon("alert-circle", class: "w-5 h-5 text-warning-600 mt-0.5 shrink-0") %>
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<p class="text-sm text-warning-800">
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<%= t(".env_configured_message") %>
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</p>
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</div>
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</div>
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<% end %>
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</div>
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