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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>
85 lines
4.8 KiB
YAML
85 lines
4.8 KiB
YAML
---
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en:
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settings:
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hostings:
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invite_code_settings:
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description: Control how new people sign up for your instance of %{product}.
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email_confirmation_description: When enabled, users must confirm their email
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address when changing it.
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email_confirmation_title: Require email confirmation
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generate_tokens: Generate new code
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generated_tokens: Generated codes
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title: Onboarding
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states:
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open: Open
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closed: Closed
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invite_only: Invite-only
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show:
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general: General Settings
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financial_data_providers: Financial Data Providers
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sync_settings: Sync Settings
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invites: Invite Codes
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title: Self-Hosting
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danger_zone: Danger Zone
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clear_cache: Clear data cache
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clear_cache_warning: Clearing the data cache will remove all exchange rates, security prices, account balances, and other data. This will not delete accounts, transactions, categories, or other user-owned data.
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confirm_clear_cache:
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title: Clear data cache?
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body: Are you sure you want to clear the data cache? This will remove all exchange rates, security prices, account balances, and other data. This action cannot be undone.
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provider_selection:
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title: Provider Selection
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description: Choose which service to use for fetching exchange rates and security prices. Yahoo Finance is free and doesn't require an API key. Twelve Data requires a free API key but may offer more data coverage.
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exchange_rate_provider_label: Exchange Rate Provider
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securities_provider_label: Securities (Stock Prices) Provider
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env_configured_message: Provider selection is disabled because environment variables (EXCHANGE_RATE_PROVIDER or SECURITIES_PROVIDER) are set. To enable selection here, remove these environment variables from your configuration.
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providers:
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twelve_data: Twelve Data
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yahoo_finance: Yahoo Finance
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brand_fetch_settings:
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description: Enter the Client ID provided by Brand Fetch
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label: Client ID
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placeholder: Enter your Client ID here
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title: Brand Fetch Settings
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openai_settings:
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description: Enter the access token and optionally configure a custom OpenAI-compatible provider
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env_configured_message: Successfully configured through environment variables.
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access_token_label: Access Token
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access_token_placeholder: Enter your access token here
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uri_base_label: API Base URL (Optional)
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uri_base_placeholder: "https://api.openai.com/v1 (default)"
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model_label: Model (Optional)
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model_placeholder: "gpt-4.1 (default)"
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json_mode_label: JSON Mode
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json_mode_auto: Auto (recommended)
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json_mode_strict: Strict (best for thinking models)
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json_mode_none: None (best for standard models)
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json_mode_json_object: JSON Object
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json_mode_help: "Strict mode works best with thinking models (qwen-thinking, deepseek-reasoner). None mode works best with standard models (llama, mistral, gpt-oss)."
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title: OpenAI
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yahoo_finance_settings:
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title: Yahoo Finance
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description: Yahoo Finance provides free access to stock prices, exchange rates, and financial data without requiring an API key.
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status_active: Yahoo Finance is active and working
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status_inactive: Yahoo Finance connection failed
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connection_failed: Unable to connect to Yahoo Finance
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troubleshooting: Check your internet connection and firewall settings. Yahoo Finance may be temporarily unavailable.
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twelve_data_settings:
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api_calls_used: "%{used} / %{limit} API daily calls used (%{percentage})"
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description: Enter the API key provided by Twelve Data
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env_configured_message: Successfully configured through the TWELVE_DATA_API_KEY environment variable.
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label: API Key
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placeholder: Enter your API key here
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plan: "%{plan} plan"
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title: Twelve Data
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update:
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failure: Invalid setting value
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success: Settings updated
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invalid_onboarding_state: Invalid onboarding state
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clear_cache:
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cache_cleared: Data cache has been cleared. This may take a few moments to complete.
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not_authorized: You are not authorized to perform this action
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sync_settings:
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include_pending_label: Include pending transactions
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include_pending_description: When enabled, pending (uncleared) transactions will be imported and automatically reconciled when they post. Disable if your bank provides unreliable pending data.
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env_configured_message: This setting is disabled because a provider environment variable (SIMPLEFIN_INCLUDE_PENDING or PLAID_INCLUDE_PENDING) is set. Remove it to enable this setting.
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