KP8: “Pending Settlements” Amount on Dashboard Does Not Update Even After Settlement

[mihir-28]

Description:
The Pending Settlements stat on the dashboard does not change even after a payment is successfully marked as Settled — not immediately, not after navigation, and not even after a full refresh or app reload. This indicates a deeper issue in how the pending amount is being calculated or updated on the backend.

Observed Behavior:

• User marks a settlement as “Settled”.
• The transaction is marked correctly in the Settlement Plan.
• But the Pending Settlements amount on the dashboard remains the same, even after reload.
• The system continues to count already-settled dues in the pending total.

Expected Behavior:

• Once a settlement is marked as Settled, the amount should be removed from the pending total shown on the dashboard.
• The dashboard should accurately reflect the actual pending dues only.

Possible Causes:

• Backend logic not excluding settled records from pending total.
• Caching or stale data in dashboard endpoint.
• Data structure mismatch (e.g., settlement status not updating where dashboard pulls from).

Suggested Fix:

• Investigate the backend query or aggregation logic used to calculate pending settlements.
• Ensure settlements with status = "settled" are excluded from the pending total.
• Add a test case to verify that marking as settled immediately affects the pending value.

Impact:

• Shows incorrect financial data to the user.
• Breaks trust in core dashboard insights.
• Can lead to double payments or confusion over what’s actually pending.