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3 Commits

Author SHA1 Message Date
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
7be6a372bf Preserve original transaction names when enriching (#1556) 
* Preserve original transaction name

* Remove stale method

* Fix tests
 2024-12-19 10:16:09 -05:00
Zach Gollwitzer
c3248cd796 Improve account transaction, trade, and valuation editing and sync experience (#1506) 
* Consolidate entry controller logic

* Transaction builder

* Update trades controller to use new params

* Load account charts in turbo frames, fix PG overflow

* Consolidate tests

* Tests passing

* Remove unused code

* Add client side trade form validations
 2024-11-27 16:01:50 -05:00