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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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12
app/views/transactions/index.html.erb
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@ -17,20 +17,24 @@
<% if @transaction_entries.present? %>
<div class="grow overflow-y-auto">
<div class="grid grid-cols-12 bg-gray-25 rounded-xl px-5 py-3 text-xs uppercase font-medium text-gray-500 items-center mb-4">
<div class="pl-0.5 col-span-6 flex items-center gap-4">
<div class="pl-0.5 col-span-8 flex items-center gap-4">
<%= check_box_tag "selection_entry",
class: "maybe-checkbox maybe-checkbox--light",
data: { action: "bulk-select#togglePageSelection" } %>
<p class="col-span-4">transaction</p>
<p>transaction</p>
</div>
<p class="col-span-2">category</p>
<p class="col-span-2">account</p>
<p class="col-span-2 justify-self-end">amount</p>
</div>
<div class="space-y-6">
<%= entries_by_date(@transaction_entries, totals: true) do |entries| %>
<%= render entries %>
<%# Render transfers by selecting one side of the transfer (to prevent double-rendering the same transfer across date groups) %>
<%= render partial: "transfers/transfer",
collection: entries.select { |e| e.account_transaction.transfer? && e.account_transaction.transfer_as_outflow.present? }.map { |e| e.account_transaction.transfer_as_outflow } %>
<%# Render regular entries %>
<%= render partial: "account/entries/entry", collection: entries.reject { |e| e.account_transaction.transfer? } %>
<% end %>
</div>
</div>