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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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GPG key ID: B5690EEEBB952194
57 changed files with 991 additions and 427 deletions
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13
db/schema.rb generated
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@ -10,7 +10,7 @@
#
# It's strongly recommended that you check this file into your version control system.
ActiveRecord::Schema[7.2].define(version: 2024_06_12_164944) do
ActiveRecord::Schema[7.2].define(version: 2024_06_14_121110) do
# These are extensions that must be enabled in order to support this database
enable_extension "pgcrypto"
enable_extension "plpgsql"
@ -87,7 +87,7 @@ ActiveRecord::Schema[7.2].define(version: 2024_06_12_164944) do
t.uuid "accountable_id"
t.decimal "balance", precision: 19, scale: 4, default: "0.0"
t.string "currency", default: "USD"
t.virtual "classification", type: :string, as: "\nCASE\n WHEN ((accountable_type)::text = ANY (ARRAY[('Account::Loan'::character varying)::text, ('Account::Credit'::character varying)::text, ('Account::OtherLiability'::character varying)::text])) THEN 'liability'::text\n ELSE 'asset'::text\nEND", stored: true
t.virtual "classification", type: :string, as: "\nCASE\n WHEN ((accountable_type)::text = ANY ((ARRAY['Account::Loan'::character varying, 'Account::Credit'::character varying, 'Account::OtherLiability'::character varying])::text[])) THEN 'liability'::text\n ELSE 'asset'::text\nEND", stored: true
t.boolean "is_active", default: true, null: false
t.enum "status", default: "ok", null: false, enum_type: "account_status"
t.jsonb "sync_warnings", default: [], null: false
@ -310,9 +310,17 @@ ActiveRecord::Schema[7.2].define(version: 2024_06_12_164944) do
t.boolean "excluded", default: false
t.text "notes"
t.uuid "merchant_id"
t.uuid "transfer_id"
t.boolean "marked_as_transfer", default: false, null: false
t.index ["account_id"], name: "index_transactions_on_account_id"
t.index ["category_id"], name: "index_transactions_on_category_id"
t.index ["merchant_id"], name: "index_transactions_on_merchant_id"
t.index ["transfer_id"], name: "index_transactions_on_transfer_id"
end
create_table "transfers", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.datetime "created_at", null: false
t.datetime "updated_at", null: false
end
create_table "users", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
@ -357,6 +365,7 @@ ActiveRecord::Schema[7.2].define(version: 2024_06_12_164944) do
add_foreign_key "transactions", "accounts", on_delete: :cascade
add_foreign_key "transactions", "transaction_categories", column: "category_id", on_delete: :nullify
add_foreign_key "transactions", "transaction_merchants", column: "merchant_id"
add_foreign_key "transactions", "transfers"
add_foreign_key "users", "families"
add_foreign_key "valuations", "accounts", on_delete: :cascade
end