The whole story does make sense. Rafa, after finishing a magnificent season, went to ask Ashley what's the way forward before signing the new deal. Ashley basically copy and paste last years lie without anything concrete. This pissed Rafa off and he started negotiation with West Ham and now the deal is imminent, just subject to the final say from Rafa.
Obviously Rafa is waiting Ashley to make his last attempt/offer. If this couldn't satisfy Rafa, he will be West Ham new manager as early as next week.