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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
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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@ -1,9 +1,12 @@
<%= form_with model: @transaction, data: { turbo: false } do |f| %>
<%= form_with model: @transaction, data: { turbo_frame: "_top" } do |f| %>
<section>
<fieldset class="bg-gray-50 rounded-lg p-1 grid grid-flow-col justify-stretch gap-x-2">
<%= radio_tab_tag form: f, name: :nature, value: :expense, label: t(".expense"), icon: "minus-circle", checked: true %>
<%= radio_tab_tag form: f, name: :nature, value: :income, label: t(".income"), icon: "plus-circle" %>
<%= radio_tab_tag form: f, name: :nature, value: :transfer, label: t(".transfer"), icon: "arrow-right-left", disabled: true %>
<%= radio_tab_tag form: f, name: :nature, value: :expense, label: t(".expense"), icon: "minus-circle", checked: params[:nature] == "expense" || params[:nature].nil? %>
<%= radio_tab_tag form: f, name: :nature, value: :income, label: t(".income"), icon: "plus-circle", checked: params[:nature] == "income" %>
<%= link_to new_transfer_path, data: { turbo_frame: :modal }, class: "flex px-4 py-1 rounded-lg items-center space-x-2 justify-center text-gray-400 group-has-[:checked]:bg-white group-has-[:checked]:text-gray-800 group-has-[:checked]:shadow-sm" do %>
<%= lucide_icon "arrow-right-left", class: "w-5 h-5" %>
<%= tag.span t(".transfer") %>
<% end %>
</fieldset>
</section>
@ -11,7 +14,7 @@
<%= f.text_field :name, label: t(".description"), placeholder: t(".description_placeholder"), required: true %>
<%= f.collection_select :account_id, Current.family.accounts.alphabetically, :id, :name, { prompt: t(".account_prompt"), label: t(".account") }, required: true %>
<%= f.money_field :amount_money, label: t(".amount"), required: true %>
<%= f.collection_select :category_id, Current.family.transaction_categories.alphabetically, :id, :name, { prompt: t(".category_prompt"), label: t(".category") }, required: true %>
<%= f.collection_select :category_id, Current.family.transaction_categories.alphabetically, :id, :name, { prompt: t(".category_prompt"), label: t(".category") } %>
<%= f.date_field :date, label: t(".date"), required: true, max: Date.today %>
</section>