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

config/locales/views/transactions/en.yml

@@ -89,6 +89,8 @@ en:
       import: Import
     index:
       transaction: transaction
+    mark_transfers:
+      success: Marked as transfer
     merchants:
       create:
         success: New merchant created successfully
@@ -116,6 +118,11 @@ en:
         title: New merchant
       update:
         success: Merchant updated successfully
+    selection_bar:
+      mark_transfers: Mark as transfers?
+      mark_transfers_confirm: Mark as transfers
+      mark_transfers_message: By marking transactions as transfers, they will no longer
+        be included in income or spending calculations.
     show:
       account_label: Account
       account_placeholder: Select an account
@@ -127,7 +134,6 @@ en:
       delete_subtitle: This permanently deletes the transaction, affects your historical
         balances, and cannot be undone.
       delete_title: Delete transaction
-      description: Description
       exclude_subtitle: This excludes the transaction from any in-app features or
         analytics.
       exclude_title: Exclude transaction
@@ -139,5 +145,11 @@ en:
       overview: Overview
       settings: Settings
       tags_label: Select one or more tags
+    transaction:
+      remove_transfer: Remove transfer
+      remove_transfer_body: This will remove the transfer from this transaction
+      remove_transfer_confirm: Confirm
+    unmark_transfers:
+      success: Transfer removed
     update:
       success: Transaction updated successfully

config/locales/views/transfers/en.yml

@@ -0,0 +1,27 @@
+---
+en:
+  transfers:
+    create:
+      success: Transfer created
+    destroy:
+      success: Transfer removed
+    form:
+      amount: Amount
+      date: Date
+      description: Description
+      description_placeholder: Transfer from Checking to Savings
+      expense: Expense
+      from: From
+      income: Income
+      select_account: Select account
+      submit: Create transfer
+      to: To
+      transfer: Transfer
+    new:
+      title: New transfer
+    transfer:
+      remove_body: This will NOT delete the underlying transactions.  It will just
+        remove the transfer.
+      remove_confirm: Confirm
+      remove_title: Remove transfer?
+      transfer_name: Transfer from %{from_account} to %{to_account}

config/routes.rb

@@ -46,6 +46,8 @@ Rails.application.routes.draw do
       post "bulk_delete"
       get "bulk_edit"
       post "bulk_update"
+      post "mark_transfers"
+      post "unmark_transfers"
 
       scope module: :transactions, as: :transaction do
         resources :rows, only: %i[ show update ]
@@ -63,6 +65,8 @@ Rails.application.routes.draw do
     end
   end
 
+  resources :transfers, only: %i[ new create destroy ]
+
   resources :accounts, shallow: true do
     get :summary, on: :collection
     get :list, on: :collection