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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>
16 lines
788 B
Ruby
16 lines
788 B
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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end
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