Docker/Maybe
Docker/Maybe
1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-08-07 06:25:19 +02:00
Code Issues Releases Activity Actions

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

Browse source 
* 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
No known key found for this signature in database
GPG key ID: B5690EEEBB952194
78 changed files with 1161 additions and 682 deletions
Download patch file Download diff file Expand all files Collapse all files

5
app/models/account/transaction_search.rb
View file

@ -18,6 +18,11 @@ class Account::TransactionSearch
def build_query(scope)
query = scope
if types.present? && types.exclude?("transfer")
query = query.joins("LEFT JOIN transfers ON transfers.inflow_transaction_id = account_entries.id OR transfers.outflow_transaction_id = account_entries.id")
.where("transfers.id IS NULL")
end
if categories.present?
if categories.exclude?("Uncategorized")
query = query