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Code Issues Releases Activity Actions

Transaction transfers, payments, and matching (#883)

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* 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:
Zach Gollwitzer 2024-06-19 06:52:08 -04:00 • committed by GitHub
parent b462bc8f8c
commit ca39b26070
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57 changed files with 991 additions and 427 deletions
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39
app/models/family.rb
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@ -10,16 +10,16 @@ class Family < ApplicationRecord
def snapshot(period = Period.all)
query = accounts.active.joins(:balances)
.where("account_balances.currency = ?", self.currency)
.select(
"account_balances.currency",
"account_balances.date",
"SUM(CASE WHEN accounts.classification = 'liability' THEN account_balances.balance ELSE 0 END) AS liabilities",
"SUM(CASE WHEN accounts.classification = 'asset' THEN account_balances.balance ELSE 0 END) AS assets",
"SUM(CASE WHEN accounts.classification = 'asset' THEN account_balances.balance WHEN accounts.classification = 'liability' THEN -account_balances.balance ELSE 0 END) AS net_worth",
)
.group("account_balances.date, account_balances.currency")
.order("account_balances.date")
.where("account_balances.currency = ?", self.currency)
.select(
"account_balances.currency",
"account_balances.date",
"SUM(CASE WHEN accounts.classification = 'liability' THEN account_balances.balance ELSE 0 END) AS liabilities",
"SUM(CASE WHEN accounts.classification = 'asset' THEN account_balances.balance ELSE 0 END) AS assets",
"SUM(CASE WHEN accounts.classification = 'asset' THEN account_balances.balance WHEN accounts.classification = 'liability' THEN -account_balances.balance ELSE 0 END) AS net_worth",
)
.group("account_balances.date, account_balances.currency")
.order("account_balances.date")
query = query.where("account_balances.date >= ?", period.date_range.begin) if period.date_range.begin
query = query.where("account_balances.date <= ?", period.date_range.end) if period.date_range.end
@ -35,15 +35,16 @@ class Family < ApplicationRecord
def snapshot_account_transactions
period = Period.last_30_days
results = accounts.active.joins(:transactions)
.select(
"accounts.*",
"COALESCE(SUM(amount) FILTER (WHERE amount > 0), 0) AS spending",
"COALESCE(SUM(-amount) FILTER (WHERE amount < 0), 0) AS income"
)
.where("transactions.date >= ?", period.date_range.begin)
.where("transactions.date <= ?", period.date_range.end)
.group("id")
.to_a
.select(
"accounts.*",
"COALESCE(SUM(amount) FILTER (WHERE amount > 0), 0) AS spending",
"COALESCE(SUM(-amount) FILTER (WHERE amount < 0), 0) AS income"
)
.where("transactions.date >= ?", period.date_range.begin)
.where("transactions.date <= ?", period.date_range.end)
.where("transactions.marked_as_transfer = ?", false)
.group("id")
.to_a
results.each do |r|
r.define_singleton_method(:savings_rate) do