Deleting 'pending' transactions / transfers reloading

[alexchatwin]

Situation:
Hi, I'm using the gocardless automation to pull from my accounts.

I had an issue where it was pulling duplicates with booked vs pending status (I basically never want to see pending). https://github.com/orgs/firefly-iii/discussions/8276#discussioncomment-8346096

I setup an automation to delete these, then I also automatically call the purge api to remove the deletions, so that the booked transactions don't get scrubbed as duplicates by the importer

I also, separately delete one side of any transfer transactions - these have to be manually matched as the bank doesn't provide consistent data on both sides.

Problem:
When I reload to get booked transactions, I also get reloads of the deleted transfer (cos I'm purging deletes)

I know I'm deep into 'messing around' territory, can anyone think of a better way to achieve my desired state - no pending vs booked conflicts, deleted transfers not 'rising from the dead'?

[JC5]

I'm actually not aware of transactions that are "pending" being duplicate with the ones that are "booked", is that something I should look into?

[digitlength]

You can even make a rule do it for you.

If you mean a rule to delete transaction because it is pending then agreed. If you mean a rule to delete a pending transaction once it's booked twin comes in then I'm all ears - I've currently got a webhook doing some dirty stuff to make this work, but if it can be done in rules then I'd much prefer that!

[JC5]

If a booked transaction is not ever a duplicate of a pending transaction (because the transaction identifier changes!), then it's enough to make a rule to delete all transactions with the "pending" tag.

[alexchatwin]

This is my next investigation.. I have a number of pendings now.. waiting to see what happens to them when the book

[digitlength]

...then it's enough to make a rule to delete all transactions with the "pending" tag

Agreed, and understood.

I'm interested in up-to-date status, and sometimes the booked-twin does not come in until a day or so after the pending transaction, and in the case of some retailers it could be some days later. In this case I want the pending transaction to remain as it ensures my asset account balance is correct (because the value of the pending transaction is not available for me to spend in real life as my bank has 'reserved' it). As a result I only want to delete the pending transaction when the booked-twin appears.

I'll continue to use my webhook approach!

[alexchatwin]

Ok, looks like the pending and booked remain unrelated! I'll keep checking, but it looks like I can just delete them

[kesot]

If you use gocardless for import switch to external id duplicate detection, these transactions you are describing should have the same id so they will not be duplicated when then change the state

[JC5]

Mmm, that differs per bank, I've heard people say that these IDs have changed after a transaction went from "pending" to "booked".

But yes, duplicate detection will stop this from working.