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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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27
app/views/account/transactions/_transfer_match.html.erb Normal file
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<%# locals: (entry:) %>
<div id="<%= dom_id(entry, "transfer_match") %>" class="flex items-center gap-1">
<% if entry.account_transaction.transfer.confirmed? %>
<span title="<%= entry.account_transaction.transfer.payment? ? "Payment" : "Transfer" %> is confirmed">
<%= lucide_icon "link-2", class: "w-4 h-4 text-indigo-600" %>
</span>
<% elsif entry.account_transaction.transfer.pending? %>
<span class="inline-flex items-center rounded-full bg-indigo-50 px-2 py-0.5 text-xs font-medium text-indigo-700">
Auto-matched
</span>
<%= button_to transfer_path(entry.account_transaction.transfer, transfer: { status: "confirmed" }),
method: :patch,
class: "text-gray-500 hover:text-gray-800 flex items-center justify-center",
title: "Confirm match" do %>
<%= lucide_icon "check", class: "w-4 h-4 text-indigo-400 hover:text-indigo-600" %>
<% end %>
<%= button_to transfer_path(entry.account_transaction.transfer, transfer: { status: "rejected" }),
method: :patch,
class: "text-gray-500 hover:text-gray-800 flex items-center justify-center",
title: "Reject match" do %>
<%= lucide_icon "x", class: "w-4 h-4 text-gray-400 hover:text-gray-600" %>
<% end %>
<% end %>
</div>