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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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app/models/plaid_account.rb
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@ -89,7 +89,6 @@ class PlaidAccount < ApplicationRecord
t.amount = plaid_txn.amount
t.currency = plaid_txn.iso_currency_code
t.date = plaid_txn.date
t.marked_as_transfer = transfer?(plaid_txn)
t.entryable = Account::Transaction.new(
category: get_category(plaid_txn.personal_finance_category.primary),
merchant: get_merchant(plaid_txn.merchant_name)