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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
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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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62
test/system/transfers_test.rb
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@ -19,71 +19,13 @@ class TransfersTest < ApplicationSystemTestCase
select checking_name, from: "From"
select savings_name, from: "To"
fill_in "account_transfer[amount]", with: 500
fill_in "transfer[amount]", with: 500
fill_in "Date", with: transfer_date
click_button "Create transfer"
within "#entry-group-" + transfer_date.to_s do
assert_text "Transfer from"
assert_text "Payment to"
end
end
test "can match 2 transactions and create a transfer" do
transfer_date = Date.current
outflow = accounts(:depository).entries.create! \
name: "Outflow from checking account",
date: transfer_date,
amount: 100,
currency: "USD",
entryable: Account::Transaction.new
inflow = accounts(:credit_card).entries.create! \
name: "Inflow to cc account",
date: transfer_date,
amount: -100,
currency: "USD",
entryable: Account::Transaction.new
visit transactions_url
transaction_entry_checkbox(inflow).check
transaction_entry_checkbox(outflow).check
bulk_transfer_action_button.click
click_on "Mark as transfers"
within "#entry-group-" + transfer_date.to_s do
assert_text "Outflow"
assert_text "Inflow"
end
end
test "can mark a single transaction as a transfer" do
txn = @user.family.entries.account_transactions.reverse_chronological.first
within "#" + dom_id(txn) do
assert_text txn.account_transaction.category.name || "Uncategorized"
end
transaction_entry_checkbox(txn).check
bulk_transfer_action_button.click
click_on "Mark as transfers"
within "#" + dom_id(txn) do
assert_no_text "Uncategorized"
end
end
private
def transaction_entry_checkbox(transaction_entry)
find("#" + dom_id(transaction_entry, "selection"))
end
def bulk_transfer_action_button
find("#bulk-transfer-btn")
end
end