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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
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78 changed files with 1161 additions and 682 deletions
4
test/fixtures/account/entries.yml
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4
test/fixtures/account/entries.yml
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@ -31,8 +31,6 @@ transfer_out:
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amount: 100
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currency: USD
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account: depository
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marked_as_transfer: true
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transfer: one
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entryable_type: Account::Transaction
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entryable: transfer_out
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@ -42,7 +40,5 @@ transfer_in:
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amount: -100
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currency: USD
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account: credit_card
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marked_as_transfer: true
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transfer: one
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entryable_type: Account::Transaction
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entryable: transfer_in
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1
test/fixtures/account/transfers.yml
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1
test/fixtures/account/transfers.yml
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@ -1 +0,0 @@
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one: { }
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3
test/fixtures/transfers.yml
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3
test/fixtures/transfers.yml
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@ -0,0 +1,3 @@
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one:
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inflow_transaction: transfer_in
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outflow_transaction: transfer_out
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