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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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78 changed files with 1161 additions and 682 deletions

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@ -1,17 +0,0 @@
---
en:
account/transfer:
from_fallback_name: Originator
name: Transfer from %{from_account} to %{to_account}
to_fallback_name: Receiver
activerecord:
errors:
models:
account/transfer:
attributes:
entries:
must_be_from_different_accounts: must be from different accounts
must_be_marked_as_transfer: must be marked as transfer
must_have_an_inflow_and_outflow_that_net_to_zero: must have an inflow
and outflow that net to zero
must_have_exactly_2_entries: must have exactly 2 entries

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@ -0,0 +1,17 @@
---
en:
activerecord:
errors:
models:
transfer:
attributes:
base:
must_be_from_different_accounts: Transfer must have different accounts
must_be_within_date_range: Transfer transaction dates must be within
4 days of each other
must_have_opposite_amounts: Transfer transactions must have opposite
amounts
must_have_single_currency: Transfer must have a single currency
transfer:
name: Transfer to %{to_account}
payment_name: Payment to %{to_account}