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[account_statement_import_online_plaid] Exclude pending transactions - #955

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Daniel15:plaid-no-pending
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[account_statement_import_online_plaid] Exclude pending transactions#955
Daniel15 wants to merge 2 commits into
OCA:18.0from
Daniel15:plaid-no-pending

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@Daniel15

@Daniel15 Daniel15 commented May 17, 2026

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Plaid import currently includes pending transactions. When the pending transaction gets posted, Odoo ends up with two different transactions.

image

This is because the posted transaction has a different Plaid transaction ID (and thus a different unique_import_id) to the pending one. Plaid does provide the transaction ID of the pending transaction on the posted transaction in order to link the two together, but this addon doesn't currently use that.

This PR takes the easiest approach to fix this: Just ignore pending transactions. This is consistent with what's done for all the other providers: Either they use an API that only returns posted transactions (e.g. Stripe's balance_transactions), or they filter out pending transactions (e.g. GoCardless uses transactions.get("transactions", {}).get("booked", [])). This also makes sense conceptually, as it doesn't make sense to reconcile transactions before they're finalized.

@OCA-git-bot OCA-git-bot added series:18.0 mod:account_statement_import_online_plaid Module account_statement_import_online_plaid labels May 17, 2026
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@antoniodavid can you please review this?

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