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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>
151 lines
7.3 KiB
Plaintext
151 lines
7.3 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="flex lg:grid lg:grid-cols-12 items-center text-primary text-sm font-medium p-3 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 min-w-0">
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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 hidden lg:block",
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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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checkbox_toggle_target: "selectionEntry"
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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-3 lg:gap-4"] do %>
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<div class="hidden lg:flex">
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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-9 h-9 rounded-full",
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loading: "lazy" %>
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<% else %>
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<div class="hidden lg:flex">
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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: "lg",
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rounded: true
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) %>
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</div>
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<% end %>
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</div>
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<div class="flex md:hidden items-center gap-1 col-span-2 relative">
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<%= render "transactions/transaction_category", transaction: transaction %>
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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-5 h-5 rounded-full absolute -bottom-1 -right-1 border border-secondary pointer-events-none",
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loading: "lazy" %>
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<% end %>
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</div>
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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="<%= t('transactions.transaction.pending_tooltip') %>">
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<%= icon "clock", size: "sm", color: "current" %>
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<%= t("transactions.transaction.pending") %>
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</span>
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<% end %>
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<%# Potential duplicate indicator - different styling for low vs medium confidence %>
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<% if transaction.has_potential_duplicate? %>
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<% if transaction.low_confidence_duplicate? %>
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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 bg-surface-inset text-secondary" title="<%= t('transactions.transaction.review_recommended_tooltip') %>">
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<%= icon "help-circle", size: "sm", color: "current" %>
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<%= t("transactions.transaction.review_recommended") %>
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</span>
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<% else %>
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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-warning bg-warning/10 text-warning" title="<%= t('transactions.transaction.potential_duplicate_tooltip') %>">
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<%= icon "alert-triangle", size: "sm", color: "current" %>
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<%= t("transactions.transaction.possible_duplicate") %>
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</span>
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<% end %>
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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">
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<% if transaction.transfer? %>
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<span class="text-secondary">
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<%= transaction.loan_payment? ? t("transactions.show.loan_payment") : t("transactions.show.transfer") %> • <%= entry.account.name %>
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</span>
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<% else %>
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<% if transaction.merchant&.present? %>
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<span class="hidden lg:inline truncate"><%= transaction.merchant.name %> • </span>
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<% end %>
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<span class="text-secondary hidden lg:inline">
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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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</span>
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<div class="flex items-center gap-1 truncate">
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<%= render "categories/category_name_mobile", transaction: transaction %>
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<% if transaction.merchant&.present? %>
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<span class="lg:hidden truncate">• <%= transaction.merchant.name %></span>
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<% end %>
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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>
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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="shrink-0 col-span-4 lg:col-span-2 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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