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3658e812a8
* 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>
52 lines
1.8 KiB
YAML
52 lines
1.8 KiB
YAML
---
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en:
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provider_sync_summary:
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title: Sync summary
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last_sync: "Last sync: %{time_ago} ago"
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accounts:
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title: Accounts
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total: "Total: %{count}"
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linked: "Linked: %{count}"
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unlinked: "Unlinked: %{count}"
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institutions: "Institutions: %{count}"
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transactions:
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title: Transactions
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seen: "Seen: %{count}"
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imported: "Imported: %{count}"
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updated: "Updated: %{count}"
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skipped: "Skipped: %{count}"
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holdings:
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title: Holdings
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found: "Found: %{count}"
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processed: "Processed: %{count}"
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health:
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title: Health
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rate_limited: "Rate limited %{time_ago}"
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recently: recently
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errors: "Errors: %{count}"
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pending_reconciled:
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one: "%{count} duplicate pending transaction reconciled"
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other: "%{count} duplicate pending transactions reconciled"
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view_reconciled: View reconciled transactions
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duplicate_suggestions:
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one: "%{count} possible duplicate needs review"
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other: "%{count} possible duplicates need review"
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view_duplicate_suggestions: View suggested duplicates
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stale_pending:
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one: "%{count} stale pending transaction (excluded from budgets)"
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other: "%{count} stale pending transactions (excluded from budgets)"
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view_stale_pending: View affected accounts
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stale_pending_count:
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one: "%{count} transaction"
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other: "%{count} transactions"
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stale_unmatched:
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one: "%{count} pending transaction needs manual review"
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other: "%{count} pending transactions need manual review"
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view_stale_unmatched: View transactions needing review
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stale_unmatched_count:
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one: "%{count} transaction"
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other: "%{count} transactions"
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data_warnings: "Data warnings: %{count}"
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notices: "Notices: %{count}"
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view_data_quality: View data quality details
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