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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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GPG key ID: B5690EEEBB952194
78 changed files with 1161 additions and 682 deletions
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25
db/schema.rb generated
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@ -10,7 +10,7 @@
#
# It's strongly recommended that you check this file into your version control system.
ActiveRecord::Schema[7.2].define(version: 2024_12_27_142333) do
ActiveRecord::Schema[7.2].define(version: 2024_12_31_140709) do
# These are extensions that must be enabled in order to support this database
enable_extension "pgcrypto"
enable_extension "plpgsql"
@ -42,8 +42,6 @@ ActiveRecord::Schema[7.2].define(version: 2024_12_27_142333) do
t.string "name", null: false
t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.uuid "transfer_id"
t.boolean "marked_as_transfer", default: false, null: false
t.uuid "import_id"
t.text "notes"
t.boolean "excluded", default: false
@ -52,7 +50,6 @@ ActiveRecord::Schema[7.2].define(version: 2024_12_27_142333) do
t.string "enriched_name"
t.index ["account_id"], name: "index_account_entries_on_account_id"
t.index ["import_id"], name: "index_account_entries_on_import_id"
t.index ["transfer_id"], name: "index_account_entries_on_transfer_id"
end
create_table "account_holdings", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
@ -89,11 +86,6 @@ ActiveRecord::Schema[7.2].define(version: 2024_12_27_142333) do
t.index ["merchant_id"], name: "index_account_transactions_on_merchant_id"
end
create_table "account_transfers", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.datetime "created_at", null: false
t.datetime "updated_at", null: false
end
create_table "account_valuations", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.datetime "created_at", null: false
t.datetime "updated_at", null: false
@ -606,6 +598,18 @@ ActiveRecord::Schema[7.2].define(version: 2024_12_27_142333) do
t.index ["family_id"], name: "index_tags_on_family_id"
end
create_table "transfers", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.uuid "inflow_transaction_id", null: false
t.uuid "outflow_transaction_id", null: false
t.string "status", default: "pending", null: false
t.text "notes"
t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["inflow_transaction_id", "outflow_transaction_id"], name: "idx_on_inflow_transaction_id_outflow_transaction_id_8cd07a28bd", unique: true
t.index ["inflow_transaction_id"], name: "index_transfers_on_inflow_transaction_id"
t.index ["outflow_transaction_id"], name: "index_transfers_on_outflow_transaction_id"
end
create_table "users", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.uuid "family_id", null: false
t.string "first_name"
@ -634,7 +638,6 @@ ActiveRecord::Schema[7.2].define(version: 2024_12_27_142333) do
end
add_foreign_key "account_balances", "accounts", on_delete: :cascade
add_foreign_key "account_entries", "account_transfers", column: "transfer_id"
add_foreign_key "account_entries", "accounts"
add_foreign_key "account_entries", "imports"
add_foreign_key "account_holdings", "accounts"
@ -663,5 +666,7 @@ ActiveRecord::Schema[7.2].define(version: 2024_12_27_142333) do
add_foreign_key "sessions", "users"
add_foreign_key "taggings", "tags"
add_foreign_key "tags", "families"
add_foreign_key "transfers", "account_transactions", column: "inflow_transaction_id"
add_foreign_key "transfers", "account_transactions", column: "outflow_transaction_id"
add_foreign_key "users", "families"
end