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Code Issues Releases Activity Actions

Transaction transfers, payments, and matching (#883)

Browse source 
* 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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test/fixtures/files/.keep vendored
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test/fixtures/files/expected_family_snapshots.csv vendored Normal file
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date_offset,collectable,iou,checking,credit_card,savings,eur_checking_eur,eur_checking_usd,multi_currency,brokerage,mortgage_loan,house,car,net_worth,assets,liabilities,depositories,investments,loans,credits,properties,vehicles,other_assets,other_liabilities,spending,income,rolling_spend,rolling_income,savings_rate
31,400.00,200.00,4950.00,1040.00,20700.00,11850.00,13018.41,10200.00,10000.00,500000.00,550000.00,18000.00,126028.41,627268.41,501240.00,48868.41,10000.00,500000.00,1040.00,550000.00,18000.00,400.00,200.00,0.00,0.00,0.00,0.00,0.0000
30,400.00,200.00,4100.00,940.00,20950.00,12050.00,13165.83,10200.00,10000.00,500000.00,550000.00,18000.00,125675.83,626815.83,501140.00,48415.83,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,0.00,218.52,0.00,218.52,1.0000
29,400.00,200.00,3985.00,940.00,21450.00,12050.00,13182.70,10400.00,10000.00,500000.00,550000.00,18000.00,126277.70,627417.70,501140.00,49017.70,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,15.00,700.00,15.00,918.52,0.9837
28,400.00,200.00,3985.00,940.00,21450.00,12050.00,13194.75,10400.00,10000.00,500000.00,550000.00,18000.00,126289.75,627429.75,501140.00,49029.75,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,0.00,0.00,15.00,918.52,0.9837
27,400.00,200.00,3985.00,940.00,21450.00,12050.00,13132.09,10400.00,10000.00,500000.00,550000.00,18000.00,126227.09,627367.09,501140.00,48967.09,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,0.00,0.00,15.00,918.52,0.9837
26,400.00,200.00,3985.00,940.00,21450.00,12050.00,13083.89,10400.00,10000.00,500000.00,550000.00,18000.00,126178.89,627318.89,501140.00,48918.89,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,0.00,0.00,15.00,918.52,0.9837
25,400.00,200.00,3985.00,940.00,21000.00,12050.00,13081.48,10400.00,10000.00,500000.00,550000.00,18000.00,125726.48,626866.48,501140.00,48466.48,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,0.00,0.00,15.00,918.52,0.9837
24,400.00,200.00,3985.00,940.00,21000.00,12050.00,13062.20,10400.00,10000.00,500000.00,550000.00,18000.00,125707.20,626847.20,501140.00,48447.20,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,0.00,0.00,15.00,918.52,0.9837
23,400.00,200.00,3985.00,940.00,21000.00,12050.00,13022.44,10400.00,10000.00,500000.00,550000.00,18000.00,125667.44,626807.44,501140.00,48407.44,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,0.00,0.00,15.00,918.52,0.9837
22,400.00,200.00,5060.00,940.00,21000.00,12050.00,13061.00,10400.00,10000.00,500000.00,550000.00,18000.00,126781.00,627921.00,501140.00,49521.00,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,0.00,1075.00,15.00,1993.52,0.9925
21,400.00,200.00,5060.00,940.00,21000.00,12050.00,13068.23,10400.00,10000.00,500000.00,550000.00,18000.00,126788.23,627928.23,501140.00,49528.23,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,0.00,0.00,15.00,1993.52,0.9925
20,400.00,200.00,5060.00,940.00,21000.00,12050.00,13079.07,10400.00,10000.00,500000.00,550000.00,18000.00,126799.07,627939.07,501140.00,49539.07,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,0.00,0.00,15.00,1993.52,0.9925
19,400.00,200.00,5060.00,940.00,21000.00,11950.00,12932.29,10280.04,10000.00,500000.00,550000.00,18000.00,126532.33,627672.33,501140.00,49272.33,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,228.18,0.00,243.18,1993.52,0.8780
18,400.00,200.00,5060.00,940.00,19000.00,11950.00,12934.68,10280.04,10000.00,500000.00,550000.00,18000.00,124534.72,625674.72,501140.00,47274.72,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,2000.00,0.00,2243.18,1993.52,-0.1252
17,400.00,200.00,5060.00,940.00,19000.00,11950.00,12927.51,10280.04,10000.00,500000.00,550000.00,18000.00,124527.55,625667.55,501140.00,47267.55,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,0.00,0.00,2243.18,1993.52,-0.1252
16,400.00,200.00,5060.00,940.00,19000.00,11950.00,12916.76,10280.04,10000.00,500000.00,550000.00,18000.00,124516.79,625656.79,501140.00,47256.79,10000.00,500000.00,940.00,550000.00,18000.00,400.00,200.00,0.00,0.00,2243.18,1993.52,-0.1252
15,400.00,200.00,5040.00,960.00,19000.00,11950.00,12882.10,10280.04,10000.00,500000.00,550000.00,18000.00,124442.14,625602.14,501160.00,47202.14,10000.00,500000.00,960.00,550000.00,18000.00,400.00,200.00,40.00,0.00,2283.18,1993.52,-0.1453
14,400.00,200.00,5040.00,960.00,19000.00,11950.00,12879.71,10280.04,10000.00,500000.00,550000.00,18000.00,124439.75,625599.75,501160.00,47199.75,10000.00,500000.00,960.00,550000.00,18000.00,400.00,200.00,0.00,0.00,2283.18,1993.52,-0.1453
13,400.00,200.00,5040.00,960.00,19000.00,11950.00,12873.74,10280.04,10000.00,500000.00,550000.00,18000.00,124433.77,625593.77,501160.00,47193.77,10000.00,500000.00,960.00,550000.00,18000.00,400.00,200.00,0.00,0.00,2283.18,1993.52,-0.1453
12,700.00,200.00,5010.00,990.00,19500.00,11950.00,12821.16,10280.04,10000.00,500000.00,550000.00,18000.00,125121.19,626311.19,501190.00,47611.19,10000.00,500000.00,990.00,550000.00,18000.00,700.00,200.00,60.00,50.00,2343.18,2043.52,-0.1466
11,700.00,200.00,5010.00,990.00,19500.00,11950.00,12797.26,10280.04,10000.00,500000.00,550000.00,18000.00,125097.29,626287.29,501190.00,47587.29,10000.00,500000.00,990.00,550000.00,18000.00,700.00,200.00,0.00,0.00,2343.18,2043.52,-0.1466
10,700.00,200.00,5010.00,990.00,19500.00,11950.00,12873.74,10280.04,10000.00,500000.00,550000.00,18000.00,125173.77,626363.77,501190.00,47663.77,10000.00,500000.00,990.00,550000.00,18000.00,700.00,200.00,0.00,0.00,2343.18,2043.52,-0.1466
9,700.00,200.00,5010.00,990.00,19500.00,12000.00,12939.60,10330.04,10000.00,500000.00,550000.00,18000.00,125289.64,626479.64,501190.00,47779.64,10000.00,500000.00,990.00,550000.00,18000.00,700.00,200.00,0.00,103.92,2343.18,2147.44,-0.0912
8,700.00,200.00,5010.00,990.00,19500.00,12000.00,12933.60,10330.04,10000.00,500000.00,550000.00,18000.00,125283.64,626473.64,501190.00,47773.64,10000.00,500000.00,990.00,550000.00,18000.00,700.00,200.00,0.00,0.00,2343.18,2147.44,-0.0912
7,700.00,200.00,5010.00,990.00,19500.00,12000.00,12928.80,10330.04,10000.00,500000.00,550000.00,18000.00,125278.84,626468.84,501190.00,47768.84,10000.00,500000.00,990.00,550000.00,18000.00,700.00,200.00,0.00,0.00,2343.18,2147.44,-0.0912
6,700.00,200.00,5010.00,990.00,19500.00,12000.00,12906.00,10330.04,10000.00,500000.00,550000.00,18000.00,125256.04,626446.04,501190.00,47746.04,10000.00,500000.00,990.00,550000.00,18000.00,700.00,200.00,0.00,0.00,2343.18,2147.44,-0.0912
5,700.00,200.00,5000.00,1000.00,19700.00,12000.00,12891.60,10330.04,10000.00,500000.00,550000.00,18000.00,125421.64,626621.64,501200.00,47921.64,10000.00,500000.00,1000.00,550000.00,18000.00,700.00,200.00,20.00,200.00,2363.18,2347.44,-0.0067
4,550.00,200.00,5000.00,1000.00,19700.00,12000.00,12945.60,9467.00,10000.00,500000.00,550000.00,18000.00,124462.60,625662.60,501200.00,47112.60,10000.00,500000.00,1000.00,550000.00,18000.00,550.00,200.00,863.04,0.00,3226.22,2347.44,-0.3744
3,550.00,200.00,5000.00,1000.00,19700.00,12000.00,13046.40,9467.00,10000.00,500000.00,550000.00,18000.00,124563.40,625763.40,501200.00,47213.40,10000.00,500000.00,1000.00,550000.00,18000.00,550.00,200.00,0.00,0.00,3226.22,2347.44,-0.3744
2,550.00,200.00,5000.00,1000.00,19700.00,12000.00,12982.80,9467.00,10000.00,500000.00,550000.00,18000.00,124499.80,625699.80,501200.00,47149.80,10000.00,500000.00,1000.00,550000.00,18000.00,550.00,200.00,0.00,0.00,3226.22,2347.44,-0.3744
1,550.00,200.00,5000.00,1000.00,19700.00,12000.00,13014.00,9467.00,10000.00,500000.00,550000.00,18000.00,124531.00,625731.00,501200.00,47181.00,10000.00,500000.00,1000.00,550000.00,18000.00,550.00,200.00,0.00,0.00,3226.22,2347.44,-0.3744
0,550.00,200.00,5000.00,1000.00,19700.00,12000.00,13000.80,9467.00,10000.00,500000.00,550000.00,18000.00,124517.80,625717.80,501200.00,47167.80,10000.00,500000.00,1000.00,550000.00,18000.00,550.00,200.00,0.00,0.00,3226.22,2347.44,-0.3744
1 date_offset collectable iou checking credit_card savings eur_checking_eur eur_checking_usd multi_currency brokerage mortgage_loan house car net_worth assets liabilities depositories investments loans credits properties vehicles other_assets other_liabilities spending income rolling_spend rolling_income savings_rate
2 31 400.00 200.00 4950.00 1040.00 20700.00 11850.00 13018.41 10200.00 10000.00 500000.00 550000.00 18000.00 126028.41 627268.41 501240.00 48868.41 10000.00 500000.00 1040.00 550000.00 18000.00 400.00 200.00 0.00 0.00 0.00 0.00 0.0000
3 30 400.00 200.00 4100.00 940.00 20950.00 12050.00 13165.83 10200.00 10000.00 500000.00 550000.00 18000.00 125675.83 626815.83 501140.00 48415.83 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 0.00 218.52 0.00 218.52 1.0000
4 29 400.00 200.00 3985.00 940.00 21450.00 12050.00 13182.70 10400.00 10000.00 500000.00 550000.00 18000.00 126277.70 627417.70 501140.00 49017.70 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 15.00 700.00 15.00 918.52 0.9837
5 28 400.00 200.00 3985.00 940.00 21450.00 12050.00 13194.75 10400.00 10000.00 500000.00 550000.00 18000.00 126289.75 627429.75 501140.00 49029.75 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 0.00 0.00 15.00 918.52 0.9837
6 27 400.00 200.00 3985.00 940.00 21450.00 12050.00 13132.09 10400.00 10000.00 500000.00 550000.00 18000.00 126227.09 627367.09 501140.00 48967.09 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 0.00 0.00 15.00 918.52 0.9837
7 26 400.00 200.00 3985.00 940.00 21450.00 12050.00 13083.89 10400.00 10000.00 500000.00 550000.00 18000.00 126178.89 627318.89 501140.00 48918.89 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 0.00 0.00 15.00 918.52 0.9837
8 25 400.00 200.00 3985.00 940.00 21000.00 12050.00 13081.48 10400.00 10000.00 500000.00 550000.00 18000.00 125726.48 626866.48 501140.00 48466.48 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 0.00 0.00 15.00 918.52 0.9837
9 24 400.00 200.00 3985.00 940.00 21000.00 12050.00 13062.20 10400.00 10000.00 500000.00 550000.00 18000.00 125707.20 626847.20 501140.00 48447.20 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 0.00 0.00 15.00 918.52 0.9837
10 23 400.00 200.00 3985.00 940.00 21000.00 12050.00 13022.44 10400.00 10000.00 500000.00 550000.00 18000.00 125667.44 626807.44 501140.00 48407.44 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 0.00 0.00 15.00 918.52 0.9837
11 22 400.00 200.00 5060.00 940.00 21000.00 12050.00 13061.00 10400.00 10000.00 500000.00 550000.00 18000.00 126781.00 627921.00 501140.00 49521.00 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 0.00 1075.00 15.00 1993.52 0.9925
12 21 400.00 200.00 5060.00 940.00 21000.00 12050.00 13068.23 10400.00 10000.00 500000.00 550000.00 18000.00 126788.23 627928.23 501140.00 49528.23 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 0.00 0.00 15.00 1993.52 0.9925
13 20 400.00 200.00 5060.00 940.00 21000.00 12050.00 13079.07 10400.00 10000.00 500000.00 550000.00 18000.00 126799.07 627939.07 501140.00 49539.07 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 0.00 0.00 15.00 1993.52 0.9925
14 19 400.00 200.00 5060.00 940.00 21000.00 11950.00 12932.29 10280.04 10000.00 500000.00 550000.00 18000.00 126532.33 627672.33 501140.00 49272.33 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 228.18 0.00 243.18 1993.52 0.8780
15 18 400.00 200.00 5060.00 940.00 19000.00 11950.00 12934.68 10280.04 10000.00 500000.00 550000.00 18000.00 124534.72 625674.72 501140.00 47274.72 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 2000.00 0.00 2243.18 1993.52 -0.1252
16 17 400.00 200.00 5060.00 940.00 19000.00 11950.00 12927.51 10280.04 10000.00 500000.00 550000.00 18000.00 124527.55 625667.55 501140.00 47267.55 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 0.00 0.00 2243.18 1993.52 -0.1252
17 16 400.00 200.00 5060.00 940.00 19000.00 11950.00 12916.76 10280.04 10000.00 500000.00 550000.00 18000.00 124516.79 625656.79 501140.00 47256.79 10000.00 500000.00 940.00 550000.00 18000.00 400.00 200.00 0.00 0.00 2243.18 1993.52 -0.1252
18 15 400.00 200.00 5040.00 960.00 19000.00 11950.00 12882.10 10280.04 10000.00 500000.00 550000.00 18000.00 124442.14 625602.14 501160.00 47202.14 10000.00 500000.00 960.00 550000.00 18000.00 400.00 200.00 40.00 0.00 2283.18 1993.52 -0.1453
19 14 400.00 200.00 5040.00 960.00 19000.00 11950.00 12879.71 10280.04 10000.00 500000.00 550000.00 18000.00 124439.75 625599.75 501160.00 47199.75 10000.00 500000.00 960.00 550000.00 18000.00 400.00 200.00 0.00 0.00 2283.18 1993.52 -0.1453
20 13 400.00 200.00 5040.00 960.00 19000.00 11950.00 12873.74 10280.04 10000.00 500000.00 550000.00 18000.00 124433.77 625593.77 501160.00 47193.77 10000.00 500000.00 960.00 550000.00 18000.00 400.00 200.00 0.00 0.00 2283.18 1993.52 -0.1453
21 12 700.00 200.00 5010.00 990.00 19500.00 11950.00 12821.16 10280.04 10000.00 500000.00 550000.00 18000.00 125121.19 626311.19 501190.00 47611.19 10000.00 500000.00 990.00 550000.00 18000.00 700.00 200.00 60.00 50.00 2343.18 2043.52 -0.1466
22 11 700.00 200.00 5010.00 990.00 19500.00 11950.00 12797.26 10280.04 10000.00 500000.00 550000.00 18000.00 125097.29 626287.29 501190.00 47587.29 10000.00 500000.00 990.00 550000.00 18000.00 700.00 200.00 0.00 0.00 2343.18 2043.52 -0.1466
23 10 700.00 200.00 5010.00 990.00 19500.00 11950.00 12873.74 10280.04 10000.00 500000.00 550000.00 18000.00 125173.77 626363.77 501190.00 47663.77 10000.00 500000.00 990.00 550000.00 18000.00 700.00 200.00 0.00 0.00 2343.18 2043.52 -0.1466
24 9 700.00 200.00 5010.00 990.00 19500.00 12000.00 12939.60 10330.04 10000.00 500000.00 550000.00 18000.00 125289.64 626479.64 501190.00 47779.64 10000.00 500000.00 990.00 550000.00 18000.00 700.00 200.00 0.00 103.92 2343.18 2147.44 -0.0912
25 8 700.00 200.00 5010.00 990.00 19500.00 12000.00 12933.60 10330.04 10000.00 500000.00 550000.00 18000.00 125283.64 626473.64 501190.00 47773.64 10000.00 500000.00 990.00 550000.00 18000.00 700.00 200.00 0.00 0.00 2343.18 2147.44 -0.0912
26 7 700.00 200.00 5010.00 990.00 19500.00 12000.00 12928.80 10330.04 10000.00 500000.00 550000.00 18000.00 125278.84 626468.84 501190.00 47768.84 10000.00 500000.00 990.00 550000.00 18000.00 700.00 200.00 0.00 0.00 2343.18 2147.44 -0.0912
27 6 700.00 200.00 5010.00 990.00 19500.00 12000.00 12906.00 10330.04 10000.00 500000.00 550000.00 18000.00 125256.04 626446.04 501190.00 47746.04 10000.00 500000.00 990.00 550000.00 18000.00 700.00 200.00 0.00 0.00 2343.18 2147.44 -0.0912
28 5 700.00 200.00 5000.00 1000.00 19700.00 12000.00 12891.60 10330.04 10000.00 500000.00 550000.00 18000.00 125421.64 626621.64 501200.00 47921.64 10000.00 500000.00 1000.00 550000.00 18000.00 700.00 200.00 20.00 200.00 2363.18 2347.44 -0.0067
29 4 550.00 200.00 5000.00 1000.00 19700.00 12000.00 12945.60 9467.00 10000.00 500000.00 550000.00 18000.00 124462.60 625662.60 501200.00 47112.60 10000.00 500000.00 1000.00 550000.00 18000.00 550.00 200.00 863.04 0.00 3226.22 2347.44 -0.3744
30 3 550.00 200.00 5000.00 1000.00 19700.00 12000.00 13046.40 9467.00 10000.00 500000.00 550000.00 18000.00 124563.40 625763.40 501200.00 47213.40 10000.00 500000.00 1000.00 550000.00 18000.00 550.00 200.00 0.00 0.00 3226.22 2347.44 -0.3744
31 2 550.00 200.00 5000.00 1000.00 19700.00 12000.00 12982.80 9467.00 10000.00 500000.00 550000.00 18000.00 124499.80 625699.80 501200.00 47149.80 10000.00 500000.00 1000.00 550000.00 18000.00 550.00 200.00 0.00 0.00 3226.22 2347.44 -0.3744
32 1 550.00 200.00 5000.00 1000.00 19700.00 12000.00 13014.00 9467.00 10000.00 500000.00 550000.00 18000.00 124531.00 625731.00 501200.00 47181.00 10000.00 500000.00 1000.00 550000.00 18000.00 550.00 200.00 0.00 0.00 3226.22 2347.44 -0.3744
33 0 550.00 200.00 5000.00 1000.00 19700.00 12000.00 13000.80 9467.00 10000.00 500000.00 550000.00 18000.00 124517.80 625717.80 501200.00 47167.80 10000.00 500000.00 1000.00 550000.00 18000.00 550.00 200.00 0.00 0.00 3226.22 2347.44 -0.3744