Docker/Maybe
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1351 commits 13 branches 28 tags 24 MiB
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10 commits

Author SHA1 Message Date
Zach Gollwitzer
1aae00f586
perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations (#2388) 
* add kind to transaction model

* Basic transfer creator

* Fix method naming conflict

* Creator form pattern

* Remove stale methods

* Tweak migration

* Remove BaseQuery, write entire query in each class for clarity

* Query optimizations

* Remove unused exchange rate query lines

* Remove temporary cache-warming strategy

* Fix test

* Update transaction search

* Decouple transactions endpoint from IncomeStatement

* Clean up transactions controller

* Update cursor rules

* Cleanup comments, logic in search

* Fix totals logic on transactions view

* Fix pagination

* Optimize search totals query

* Default to last 30 days on transactions page if no filters

* Decouple transactions list from transfer details

* Revert transfer route

* Migration reset

* Bundle update

* Fix matching logic, tests

* Remove unused code
 2025-06-20 13:31:58 -04:00
Josh Pigford
1aafed5f8b Update error messages in Transfer model tests for clarity and conciseness
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2025-04-30 14:45:39 -05:00
Zach Gollwitzer
e657c40d19
Account:: namespace simplifications and cleanup (#2110) 
* Flatten Holding model

* Flatten balance model

* Entries domain renames

* Fix valuations reference

* Fix trades stream

* Fix brakeman warnings

* Fix tests

* Replace existing entryable type references in DB
 2025-04-14 11:40:34 -04:00
Zach Gollwitzer
de90b29201
Add RejectedTransfer model, simplify auto matching (#1690)
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* Allow transfers to match when inflow is after outflow

* Simplify transfer auto matching with RejectedTransfer model

* Validations

* Reset migrations
 2025-01-27 16:56:46 -05:00
Zach Gollwitzer
abccba3947
Fix account deletion cascade bug (#1644) 
* Fix account deletion cascade bug

* Rubocop fixes
 2025-01-20 11:37:01 -05:00
Zach Gollwitzer
1ae4b4d612
Fix transfer matching logic (#1625) 
* Fix transfer matching logic

* Fix tests
 2025-01-16 17:56:42 -05:00
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
12380dc8ad
Account namespace updates: part 5 (valuations) (#901) 
* Move Valuation to Account namespace

* Move account history to controller

* Clean up valuation controller and views

* Translations and cleanup

* Remove unused scopes and methods

* Pass brakeman
 2024-06-21 16:23:28 -04:00
Zach Gollwitzer
bddaab0192
Account namespace updates: part 4 (transfers, singular namespacing) (#896) 
* Move Transfer to Account namespace

* Fix partial resolution due to namespacing plurality

* Make category and tag controllers consistent with namespacing convention

* Update stale partial reference
 2024-06-20 13:32:44 -04:00
Zach Gollwitzer
ca39b26070
Transaction transfers, payments, and matching (#883) 
* 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
 2024-06-19 06:52:08 -04:00