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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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11
app/models/account/transaction.rb
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@ -6,6 +6,9 @@ class Account::Transaction < ApplicationRecord
has_many :taggings, as: :taggable, dependent: :destroy
has_many :tags, through: :taggings
has_one :transfer_as_inflow, class_name: "Transfer", foreign_key: "inflow_transaction_id", dependent: :restrict_with_exception
has_one :transfer_as_outflow, class_name: "Transfer", foreign_key: "outflow_transaction_id", dependent: :restrict_with_exception
accepts_nested_attributes_for :taggings, allow_destroy: true
scope :active, -> { where(excluded: false) }
@ -15,4 +18,12 @@ class Account::Transaction < ApplicationRecord
Account::TransactionSearch.new(params).build_query(all)
end
end
def transfer
transfer_as_inflow || transfer_as_outflow
end
def transfer?
transfer.present? && transfer.status != "rejected"
end
end