mirror of
https://github.com/maybe-finance/maybe.git
synced 2025-08-04 21:15:19 +02:00
Transaction transfers, payments, and matching (#883)
* Add transfer model and clean up family snapshot fixtures * Ignore transfers in income and expense snapshots * Add transfer validations * Implement basic transfer matching UI * Fix merge conflicts * Add missing translations * Tweak selection states for transfer types * Add missing i18n translation
This commit is contained in:
parent
b462bc8f8c
commit
ca39b26070
57 changed files with 991 additions and 427 deletions
|
@ -9,9 +9,9 @@ class TransactionsController < ApplicationController
|
|||
@pagy, @transactions = pagy(result, items: 50)
|
||||
|
||||
@totals = {
|
||||
count: result.count,
|
||||
income: result.inflows.sum(&:amount_money).abs,
|
||||
expense: result.outflows.sum(&:amount_money).abs
|
||||
count: result.select { |t| t.currency == Current.family.currency }.count,
|
||||
income: result.income_total(Current.family.currency).abs,
|
||||
expense: result.expense_total(Current.family.currency)
|
||||
}
|
||||
end
|
||||
|
||||
|
@ -54,7 +54,7 @@ class TransactionsController < ApplicationController
|
|||
|
||||
def bulk_delete
|
||||
destroyed = Current.family.transactions.destroy_by(id: bulk_delete_params[:transaction_ids])
|
||||
redirect_to transactions_url, notice: t(".success", count: destroyed.count)
|
||||
redirect_back_or_to transactions_url, notice: t(".success", count: destroyed.count)
|
||||
end
|
||||
|
||||
def bulk_edit
|
||||
|
@ -63,13 +63,31 @@ class TransactionsController < ApplicationController
|
|||
def bulk_update
|
||||
transactions = Current.family.transactions.where(id: bulk_update_params[:transaction_ids])
|
||||
if transactions.update_all(bulk_update_params.except(:transaction_ids).to_h.compact_blank!)
|
||||
redirect_to transactions_url, notice: t(".success", count: transactions.count)
|
||||
redirect_back_or_to transactions_url, notice: t(".success", count: transactions.count)
|
||||
else
|
||||
flash.now[:error] = t(".failure")
|
||||
render :index, status: :unprocessable_entity
|
||||
end
|
||||
end
|
||||
|
||||
def mark_transfers
|
||||
Current.family
|
||||
.transactions
|
||||
.where(id: bulk_update_params[:transaction_ids])
|
||||
.mark_transfers!
|
||||
|
||||
redirect_back_or_to transactions_url, notice: t(".success")
|
||||
end
|
||||
|
||||
def unmark_transfers
|
||||
Current.family
|
||||
.transactions
|
||||
.where(id: bulk_update_params[:transaction_ids])
|
||||
.update_all marked_as_transfer: false
|
||||
|
||||
redirect_back_or_to transactions_url, notice: t(".success")
|
||||
end
|
||||
|
||||
private
|
||||
|
||||
def set_transaction
|
||||
|
|
41
app/controllers/transfers_controller.rb
Normal file
41
app/controllers/transfers_controller.rb
Normal file
|
@ -0,0 +1,41 @@
|
|||
class TransfersController < ApplicationController
|
||||
layout "with_sidebar"
|
||||
|
||||
before_action :set_transfer, only: :destroy
|
||||
|
||||
def new
|
||||
@transfer = Transfer.new
|
||||
end
|
||||
|
||||
def create
|
||||
from_account = Current.family.accounts.find(transfer_params[:from_account_id])
|
||||
to_account = Current.family.accounts.find(transfer_params[:to_account_id])
|
||||
|
||||
@transfer = Transfer.build_from_accounts from_account, to_account, \
|
||||
date: transfer_params[:date],
|
||||
amount: transfer_params[:amount].to_d,
|
||||
currency: transfer_params[:currency],
|
||||
name: transfer_params[:name]
|
||||
|
||||
if @transfer.save
|
||||
redirect_to transactions_path, notice: t(".success")
|
||||
else
|
||||
render :new, status: :unprocessable_entity
|
||||
end
|
||||
end
|
||||
|
||||
def destroy
|
||||
@transfer.destroy_and_remove_marks!
|
||||
redirect_back_or_to transactions_url, notice: t(".success")
|
||||
end
|
||||
|
||||
private
|
||||
|
||||
def set_transfer
|
||||
@transfer = Transfer.find(params[:id])
|
||||
end
|
||||
|
||||
def transfer_params
|
||||
params.require(:transfer).permit(:from_account_id, :to_account_id, :amount, :currency, :date, :name)
|
||||
end
|
||||
end
|
Loading…
Add table
Add a link
Reference in a new issue