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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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@ -31,8 +31,6 @@ transfer_out:
amount: 100
currency: USD
account: depository
marked_as_transfer: true
transfer: one
entryable_type: Account::Transaction
entryable: transfer_out
@ -42,7 +40,5 @@ transfer_in:
amount: -100
currency: USD
account: credit_card
marked_as_transfer: true
transfer: one
entryable_type: Account::Transaction
entryable: transfer_in

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@ -1 +0,0 @@
one: { }

3
test/fixtures/transfers.yml vendored Normal file
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@ -0,0 +1,3 @@
one:
inflow_transaction: transfer_in
outflow_transaction: transfer_out