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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
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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/views/transfers/_form.html.erb Normal file
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<%= styled_form_with model: transfer, class: "space-y-4", data: { turbo_frame: "_top", controller: "transfer-form" } do |f| %>
<% if transfer.errors.present? %>
<div class="text-red-600 flex items-center gap-2">
<%= lucide_icon "circle-alert", class: "w-5 h-5" %>
<p class="text-sm"><%= @transfer.errors.full_messages.to_sentence %></p>
</div>
<% end %>
<section>
<fieldset class="bg-gray-50 rounded-lg p-1 grid grid-flow-col justify-stretch gap-x-2">
<%= link_to new_account_transaction_path(nature: "expense"), data: { turbo_frame: :modal }, class: "flex px-4 py-1 rounded-lg items-center space-x-2 justify-center text-gray-400" do %>
<%= lucide_icon "minus-circle", class: "w-5 h-5" %>
<%= tag.span t(".expense") %>
<% end %>
<%= link_to new_account_transaction_path(nature: "income"), data: { turbo_frame: :modal }, class: "flex px-4 py-1 rounded-lg items-center space-x-2 justify-center text-gray-400" do %>
<%= lucide_icon "plus-circle", class: "w-5 h-5" %>
<%= tag.span t(".income") %>
<% end %>
<%= tag.div class: "flex px-4 py-1 rounded-lg items-center space-x-2 justify-center text-gray-400 bg-white text-gray-800 shadow-sm" do %>
<%= lucide_icon "arrow-right-left", class: "w-5 h-5" %>
<%= tag.span t(".transfer") %>
<% end %>
</fieldset>
</section>
<section class="space-y-2">
<%= f.collection_select :from_account_id, Current.family.accounts.manual.alphabetically, :id, :name, { prompt: t(".select_account"), label: t(".from") }, required: true %>
<%= f.collection_select :to_account_id, Current.family.accounts.manual.alphabetically, :id, :name, { prompt: t(".select_account"), label: t(".to") }, required: true %>
<%= f.number_field :amount, label: t(".amount"), required: true, min: 0, placeholder: "100", step: 0.00000001 %>
<%= f.date_field :date, value: transfer.inflow_transaction&.entry&.date || Date.current, label: t(".date"), required: true, max: Date.current %>
</section>
<section>
<%= f.submit t(".submit") %>
</section>
<% end %>