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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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57 changed files with 991 additions and 427 deletions
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61
test/fixtures/accounts.yml vendored
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@ -1,36 +1,39 @@
# Account with only valuations
collectable:
family: dylan_family
name: Collectable Account
balance: 550
accountable_type: Account::OtherAsset
accountable_id: "123e4567-e89b-12d3-a456-426614174002"
accountable: other_asset_collectable
iou:
family: dylan_family
name: IOU (personal debt to friend)
balance: 200
accountable_type: Account::OtherLiability
accountable: other_liability_iou
# Account with only transactions
checking:
family: dylan_family
name: Checking Account
balance: 5000
accountable_type: Account::Depository
accountable_id: "123e4567-e89b-12d3-a456-426614174000"
accountable: depository_checking
institution: chase
# Account with both transactions and valuations
savings_with_valuation_overrides:
savings:
family: dylan_family
name: Savings account with valuation overrides
balance: 20000
balance: 19700
accountable_type: Account::Depository
accountable_id: "123e4567-e89b-12d3-a456-426614174001"
accountable: depository_savings
institution: chase
# Liability account
credit_card:
family: dylan_family
name: Credit Card
balance: 1000
accountable_type: Account::Credit
accountable_id: "123e4567-e89b-12d3-a456-426614174003"
accountable: credit_one
institution: chase
eur_checking:
@ -39,7 +42,7 @@ eur_checking:
currency: EUR
balance: 12000
accountable_type: Account::Depository
accountable_id: "123e4567-e89b-12d3-a456-426614174004"
accountable: depository_eur_checking
institution: revolut
# Multi-currency account (e.g. Wise, Revolut, etc.)
@ -47,7 +50,39 @@ multi_currency:
family: dylan_family
name: Multi Currency Account
currency: USD # multi-currency accounts still have a "primary" currency
balance: 10000
balance: 9467
accountable_type: Account::Depository
accountable_id: "123e4567-e89b-12d3-a456-426614174005"
accountable: depository_multi_currency
institution: revolut
brokerage:
family: dylan_family
name: Robinhood Brokerage Account
currency: USD
balance: 10000
accountable_type: Account::Investment
accountable: investment_brokerage
mortgage_loan:
family: dylan_family
name: Mortgage Loan
currency: USD
balance: 500000
accountable_type: Account::Loan
accountable: loan_mortgage
house:
family: dylan_family
name: 123 Maybe Court
currency: USD
balance: 550000
accountable_type: Account::Property
accountable: property_house
car:
family: dylan_family
name: Honda Accord
currency: USD
balance: 18000
accountable_type: Account::Vehicle
accountable: vehicle_honda_accord