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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
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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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32
app/views/transfers/_form.html.erb Normal file
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<%= form_with model: transfer do |f| %>
<section>
<fieldset class="bg-gray-50 rounded-lg p-1 grid grid-flow-col justify-stretch gap-x-2">
<%= link_to new_transaction_path(nature: "expense"), data: { turbo_frame: :modal }, class: "flex px-4 py-1 rounded-lg items-center space-x-2 justify-center text-gray-400" do %>
<%= lucide_icon "minus-circle", class: "w-5 h-5" %>
<%= tag.span t(".expense") %>
<% end %>
<%= link_to new_transaction_path(nature: "income"), data: { turbo_frame: :modal }, class: "flex px-4 py-1 rounded-lg items-center space-x-2 justify-center text-gray-400" do %>
<%= lucide_icon "plus-circle", class: "w-5 h-5" %>
<%= tag.span t(".income") %>
<% end %>
<%= tag.div class: "flex px-4 py-1 rounded-lg items-center space-x-2 justify-center text-gray-400 bg-white text-gray-800 shadow-sm" do %>
<%= lucide_icon "arrow-right-left", class: "w-5 h-5" %>
<%= tag.span t(".transfer") %>
<% end %>
</fieldset>
</section>
<section class="space-y-2">
<%= f.text_field :name, value: transfer.transactions.first&.name, label: t(".description"), placeholder: t(".description_placeholder"), required: true %>
<%= f.collection_select :from_account_id, Current.family.accounts.alphabetically, :id, :name, { prompt: t(".select_account"), label: t(".from") }, required: true %>
<%= f.collection_select :to_account_id, Current.family.accounts.alphabetically, :id, :name, { prompt: t(".select_account"), label: t(".to") }, required: true %>
<%= f.money_field :amount_money, label: t(".amount"), required: true %>
<%= f.date_field :date, value: transfer.transactions.first&.date, label: t(".date"), required: true, max: Date.current %>
</section>
<section>
<%= f.submit t(".submit") %>
</section>
<% end %>