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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
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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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18
app/helpers/categories_helper.rb
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@ -5,6 +5,24 @@ module CategoriesHelper
color: Category::UNCATEGORIZED_COLOR
end
def transfer_category
Category.new \
name: "⇄ Transfer",
color: Category::TRANSFER_COLOR
end
def payment_category
Category.new \
name: "→ Payment",
color: Category::PAYMENT_COLOR
end
def trade_category
Category.new \
name: "Trade",
color: Category::TRADE_COLOR
end
def family_categories
[ null_category ].concat(Current.family.categories.alphabetically)
end