Commit Graph

9 Commits

Author SHA1 Message Date
DataEnginr
e75f2a0c78 Fix fee display consistency, derive fees from entries, clean schema churn
- Show principal-only transfer amounts on both sides with separate fee and total lines (fixes inconsistent gross/net convention)
- Derive displayed fee amounts from fee_transactions entries (single source of truth) instead of stored columns
- Remove stored source_fee_amount/destination_fee_amount columns from transfers table
- Add foreign key for transactions.transfer_id -> transfers.id (replaces invalid CHECK subquery)
- Move destination fee line inside destination side div for consistent layout
- Remove orphaned view_fee_transaction locale keys from 7 locale files
- Rebuild schema.rb from origin/main to eliminate unrelated column reordering churn
2026-06-28 19:47:53 +00:00
DataEnginr
1b21c4dd7b Store fees as separate expense transactions with principal-only entries
Entries now hold principal only (no fee baked into amounts). Fee transactions created as standard kind with Fees category. Transfer#amount_abs returns principal from new amount column. Update handler recomputes entries and fee transactions on edit. Remove dead source_principal/destination_principal helpers. Schema regenerated cleanly with only transfer fee columns.
2026-06-28 18:39:28 +00:00
Shibu M
e73006af54 Add transfer fee support for bank charges on account-to-account transfers 2026-06-05 11:06:13 +00:00
Pedro J. Aramburu
f699660479 Add exchange rate feature with multi-currency transactions and transfers support (#1099)
Co-authored-by: Pedro J. Aramburu <pedro@joakin.dev>
2026-04-08 21:05:58 +02:00
luckyPipewrench
a75cb816c7 Centralize investment_contributions_category logic and update references for streamlined handling. 2026-01-20 17:51:36 -05:00
luckyPipewrench
480e53710a Centralize investment_contributions category handling using i18n key and streamline related references. 2026-01-20 17:36:56 -05:00
luckyPipewrench
4727a391a7 Refactor Investment Contributions category handling to use a centralized constant and streamline related logic. 2026-01-20 17:18:49 -05:00
luckyPipewrench
196d12466f Handle investment_contribution classification and update related logic. 2026-01-20 16:50:45 -05:00
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