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

* 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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GPG key ID: B5690EEEBB952194
78 changed files with 1161 additions and 682 deletions

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@ -3,7 +3,7 @@
<div class="flex items-center gap-1">
<div>
<% if pagy.prev %>
<%= link_to custom_pagy_url_for(pagy, pagy.prev, current_path: current_path),
<%= link_to custom_pagy_url_for(pagy, pagy.prev, current_path: current_path),
class: "inline-flex items-center p-2 text-sm font-medium text-gray-500 hover:border-gray-300 hover:text-gray-700",
data: (current_path ? { turbo_frame: "_top" } : {}) do %>
<%= lucide_icon("chevron-left", class: "w-5 h-5 text-gray-500") %>
@ -17,13 +17,13 @@
<div class="rounded-xl p-1 bg-gray-25">
<% pagy.series.each do |series_item| %>
<% if series_item.is_a?(Integer) %>
<%= link_to custom_pagy_url_for(pagy, series_item, current_path: current_path),
<%= link_to custom_pagy_url_for(pagy, series_item, current_path: current_path),
class: "rounded-md px-2 py-1 inline-flex items-center text-sm font-medium text-gray-500 hover:border-gray-300 hover:text-gray-700",
data: (current_path ? { turbo_frame: "_top" } : {}) do %>
<%= series_item %>
<% end %>
<% elsif series_item.is_a?(String) %>
<%= link_to custom_pagy_url_for(pagy, series_item, current_path: current_path),
<%= link_to custom_pagy_url_for(pagy, series_item, current_path: current_path),
class: "rounded-md px-2 py-1 bg-white border border-alpha-black-25 shadow-xs inline-flex items-center text-sm font-medium text-gray-900",
data: (current_path ? { turbo_frame: "_top" } : {}) do %>
<%= series_item %>
@ -35,7 +35,7 @@
</div>
<div>
<% if pagy.next %>
<%= link_to custom_pagy_url_for(pagy, pagy.next, current_path: current_path),
<%= link_to custom_pagy_url_for(pagy, pagy.next, current_path: current_path),
class: "inline-flex items-center p-2 text-sm font-medium text-gray-500 hover:border-gray-300 hover:text-gray-700",
data: (current_path ? { turbo_frame: "_top" } : {}) do %>
<%= lucide_icon("chevron-right", class: "w-5 h-5 text-gray-500") %>