QT/sure
1
0
Fork 0
mirror of https://github.com/we-promise/sure.git synced 2026-04-20 04:24:06 +00:00
Code Issues Packages Projects Releases Wiki Activity

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

Browse Source 
* 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
Download Patch File Download Diff File Expand all files Collapse all files

2
app/models/account/syncer.rb
View File

@@ -5,6 +5,8 @@ class Account::Syncer
end
def run
Transfer.auto_match_for_account(account)
holdings = sync_holdings
balances = sync_balances(holdings)
account.reload