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Code Issues Releases Activity Actions 1

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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GPG key ID: B5690EEEBB952194
78 changed files with 1161 additions and 682 deletions
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5
config/routes.rb
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@ -46,9 +46,7 @@ Rails.application.routes.draw do
resources :merchants, only: %i[index new create edit update destroy]
namespace :account do
resources :transfers, only: %i[new create destroy show update]
end
resources :transfers, only: %i[new create destroy show update]
resources :imports, only: %i[index new show create destroy] do
post :publish, on: :member
@ -81,6 +79,7 @@ Rails.application.routes.draw do
resources :entries, only: :index
resources :transactions, only: %i[show new create update destroy] do
resource :transfer_match, only: %i[new create]
resource :category, only: :update, controller: :transaction_categories
collection do