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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
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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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app/models/transfer.rb Normal file
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class Transfer < ApplicationRecord
has_many :transactions, dependent: :nullify
validate :transaction_count, :from_different_accounts, :net_zero_flows, :all_transactions_marked
def inflow_transaction
transactions.find { |t| t.inflow? }
end
def outflow_transaction
transactions.find { |t| t.outflow? }
end
def destroy_and_remove_marks!
transaction do
transactions.each do |t|
t.update! marked_as_transfer: false
end
destroy!
end
end
class << self
def build_from_accounts(from_account, to_account, date:, amount:, currency:, name:)
outflow = from_account.transactions.build(amount: amount.abs, currency: currency, date: date, name: name, marked_as_transfer: true)
inflow = to_account.transactions.build(amount: -amount.abs, currency: currency, date: date, name: name, marked_as_transfer: true)
new transactions: [ outflow, inflow ]
end
end
private
def transaction_count
unless transactions.size == 2
errors.add :transactions, "must have exactly 2 transactions"
end
end
def from_different_accounts
accounts = transactions.map(&:account_id).uniq
errors.add :transactions, "must be from different accounts" if accounts.size < transactions.size
end
def net_zero_flows
unless transactions.sum(&:amount).zero?
errors.add :transactions, "must have an inflow and outflow that net to zero"
end
end
def all_transactions_marked
unless transactions.all?(&:marked_as_transfer)
errors.add :transactions, "must be marked as transfer"
end
end
end