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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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36
app/views/category/dropdowns/show.html.erb
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@ -29,16 +29,8 @@
</div>
<hr>
<div class="relative p-1.5 w-full">
<%= link_to new_category_path(transaction_id: @transaction),
class: "flex text-sm font-medium items-center gap-2 text-gray-500 w-full rounded-lg p-2 hover:bg-gray-100",
data: { turbo_frame: "modal" } do %>
<%= lucide_icon "plus", class: "w-5 h-5" %>
<%= t(".add_new") %>
<% end %>
<% if @transaction.category %>
<%= button_to account_transaction_path(@transaction.entry.account, @transaction.entry),
<%= button_to account_transaction_path(@transaction.entry),
method: :patch,
data: { turbo_frame: dom_id(@transaction.entry) },
params: { account_entry: { entryable_type: "Account::Transaction", entryable_attributes: { id: @transaction.id, category_id: nil } } },
@ -48,6 +40,32 @@
<%= t(".clear") %>
<% end %>
<% end %>
<%= link_to new_account_transaction_transfer_match_path(@transaction.entry),
class: "flex text-sm font-medium items-center gap-2 text-gray-500 w-full rounded-lg p-2 hover:bg-gray-100",
data: { turbo_frame: "modal" } do %>
<%= lucide_icon "refresh-cw", class: "w-5 h-5" %>
<p>Match transfer/payment</p>
<% end %>
<div class="flex text-sm font-medium items-center gap-2 text-gray-500 w-full rounded-lg p-2">
<div class="flex items-center gap-2">
<%= form_with url: account_transaction_path(@transaction.entry),
method: :patch,
data: { controller: "auto-submit-form" } do |f| %>
<%= f.hidden_field "account_entry[excluded]", value: !@transaction.entry.excluded %>
<%= f.check_box "account_entry[excluded]",
checked: @transaction.entry.excluded,
class: "maybe-checkbox maybe-checkbox--light",
data: { auto_submit_form_target: "auto", autosubmit_trigger_event: "change" } %>
<% end %>
</div>
<p>One-time <%= @transaction.entry.amount.negative? ? "income" : "expense" %></p>
<%= lucide_icon "asterisk", class: "w-5 h-5 shrink-0 text-orange-500 ml-auto" %>
</div>
</div>
</div>
<% end %>