3 commits

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	65db49273c	Account Activity View + Account Forms (#1406) ... * Remove balance mode, sketch out refactor * Activity view checkpoint * Entry partials, checkpoint * Finish txn partial * Give entries context when editing for different turbo responses * Calculate change of balance for each entry * Account tabs consolidation * Translations, linting, brakeman updates * Account actions concern * Finalize forms, get account system tests passing * Get tests passing * Lint, rubocop, schema updates * Improve routing and stream responses * Fix broken routes * Add import option for adding accounts * Fix system test * Fix test specificity * Fix sparklines * Improve account redirects	2024-11-04 20:27:31 -05:00
Zach Gollwitzer	e05f03b314	Allow user to add buy and sell trade transactions for investment accounts (#1066) ... * Consolidate modal form structure into partial + helper * Scaffold out trade transaction form * Normalize translations * Add buy and sell trade form with tests * Move entryable lists to dedicated controllers * Delegate entry group contents rendering * More cleanup * Extract transaction and valuation update logic from entries controller * Delegate edit and show actions to entryables * Trade builder * Update paths for transaction updates	2024-08-09 11:22:57 -04:00