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Author SHA1 Message Date
Zach Gollwitzer
307a3687e8
Transfer and Payment auto-matching, model and UI improvements (#1585)
* Transfer data model migration

* Transfers and payment modeling and UI improvements

* Fix CI

* Transfer matching flow

* Better UI for transfers

* Auto transfer matching, approve, reject flow

* Mark transfers created from form as confirmed

* Account filtering

* Excluded rejected transfers from calculations

* Calculation tweaks with transfer exclusions

* Clean up migration
2025-01-07 09:41:24 -05:00
Zach Gollwitzer
800eb4c146
Plaid sync tests and multi-currency investment support (#1531)
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* Plaid sync tests and multi-currency investment support

* Fix system test

* Cleanup

* Remove data migration
2024-12-12 08:56:52 -05:00