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Code Issues Releases Activity Actions

Transfer and Payment auto-matching, model and UI improvements (#1585)

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* Transfer data model migration

* Transfers and payment modeling and UI improvements

* Fix CI

* Transfer matching flow

* Better UI for transfers

* Auto transfer matching, approve, reject flow

* Mark transfers created from form as confirmed

* Account filtering

* Excluded rejected transfers from calculations

* Calculation tweaks with transfer exclusions

* Clean up migration
This commit is contained in:
Zach Gollwitzer 2025-01-07 09:41:24 -05:00 • committed by GitHub
parent 46e129308f
commit 307a3687e8
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78 changed files with 1161 additions and 682 deletions
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17
app/helpers/account/entries_helper.rb
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@ -3,10 +3,6 @@ module Account::EntriesHelper
"account/entries/entryables/#{permitted_entryable_key(entry)}/#{relative_partial_path}"
end
def unconfirmed_transfer?(entry)
entry.marked_as_transfer? && entry.transfer.nil?
end
def transfer_entries(entries)
transfers = entries.select { |e| e.transfer_id.present? }
transfers.map(&:transfer).uniq
@ -18,8 +14,19 @@ module Account::EntriesHelper
yield grouped_entries
end
next if content.blank?
render partial: "account/entries/entry_group", locals: { date:, entries: grouped_entries, content:, selectable:, totals: }
end.join.html_safe
end.compact.join.html_safe
end
def entry_name_detailed(entry)
[
entry.date,
format_money(entry.amount_money),
entry.account.name,
entry.display_name
].join(" • ")
end
private