- 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
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.
- Introduced `InvestmentActivityDetector` to mark internal investment activity as excluded from cashflow and assign appropriate labels.
- Added `exclude_from_cashflow` flag to `entries` and `investment_activity_label` to `transactions` with migrations.
- Implemented rake tasks to backfill and clear investment activity labels.
- Updated `PlaidAccount::Investments::TransactionsProcessor` to map Plaid transaction types to labels.
- Included comprehensive test coverage for new functionality.
* 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
* 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
* 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
* 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
