Docker/Maybe
Docker/Maybe
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972 commits 13 branches 28 tags 24 MiB
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6 commits

Author SHA1 Message Date
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
1ae4b4d612
Fix transfer matching logic (#1625) 
* Fix transfer matching logic

* Fix tests
 2025-01-16 17:56:42 -05:00
Zach Gollwitzer
195ec85d96
Budgeting V1 (#1609) 
* Budgeting V1

* Basic UI template

* Fully scaffolded budgeting v1

* Basic working budget

* Finalize donut chart for budgets

* Allow categorization of loan payments for budget

* Include loan payments in incomes_and_expenses scope

* Add budget allocations progress

* Empty states

* Clean up budget methods

* Category aggregation queries

* Handle overage scenarios in form

* Finalize budget donut chart controller

* Passing tests

* Fix allocation naming

* Add income category migration

* Native support for uncategorized budget category

* Formatting

* Fix subcategory sort order, padding

* Fix calculation for category rollups in budget
 2025-01-16 14:36:37 -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
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