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Pending Transaction Support for SimpleFIN Integration #315

Merged
merged 5 commits into from
Feb 21, 2024
Merged

Pending Transaction Support for SimpleFIN Integration #315

merged 5 commits into from
Feb 21, 2024

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duplaja
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@duplaja duplaja commented Feb 21, 2024

This pull request adds pending transaction support for SimpleFIN (for the accounts that support pending transactions).

It follows the lead of the GoCardless integration, by importing pending transactions initially as uncleared, and then clearing when the transactions post.

Adds support for pending transactions (for banks that support them) from SimpleFIN.
@youngcw
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youngcw commented Feb 21, 2024

Am I understanding this right? You are setting the booked field to each transaction to then leverage the existing logic on the client side to handle the pending?

@duplaja
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duplaja commented Feb 21, 2024

That is correct. I didn't think I should re-invent the wheel, since we had that logic there.

I've done a full round of tests, to make sure it handles as expected:

Imports pending SimpleFIN transactions as pending (uncleared), then later once it is no longer pending, it clears in Actual.

@youngcw youngcw merged commit 04147fb into actualbudget:master Feb 21, 2024
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@trafico-bot trafico-bot bot added ✅ Approved Pull Request has been approved and can be merged ✨ Merged Pull Request has been merged successfully and removed 🔍 Ready for Review ✅ Approved Pull Request has been approved and can be merged ✨ Merged Pull Request has been merged successfully labels Feb 21, 2024
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2 participants