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Transfer and Payment auto-matching, model and UI improvements (#1585)

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* 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
This commit is contained in:
Zach Gollwitzer
2025-01-07 09:41:24 -05:00
committed by GitHub
parent 46e129308f
commit 307a3687e8
78 changed files with 1161 additions and 682 deletions
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18
app/controllers/account/transactions_controller.rb
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@@ -21,24 +21,6 @@ class Account::TransactionsController < ApplicationController
redirect_back_or_to transactions_url, notice: t(".success", count: updated)
end
def mark_transfers
Current.family
.entries
.where(id: bulk_update_params[:entry_ids])
.mark_transfers!
redirect_back_or_to transactions_url, notice: t(".success")
end
def unmark_transfers
Current.family
.entries
.where(id: bulk_update_params[:entry_ids])
.update_all marked_as_transfer: false
redirect_back_or_to transactions_url, notice: t(".success")
end
private
def bulk_delete_params
params.require(:bulk_delete).permit(entry_ids: [])