Commit Graph

6 Commits

Author SHA1 Message Date
Tony Vincent
f235697178 Fix: Fix unalble to reject automatched transfers (#2102)
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-04-14 09:05:25 -04:00
Akshay Birajdar
7096eefa2b Fix transfers#update to save notes (#2053) 2025-04-04 12:15:47 -04:00
Zach Gollwitzer
de90b29201 Add RejectedTransfer model, simplify auto matching (#1690)
* Allow transfers to match when inflow is after outflow

* Simplify transfer auto matching with RejectedTransfer model

* Validations

* Reset migrations
2025-01-27 16:56:46 -05:00
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
bddaab0192 Account namespace updates: part 4 (transfers, singular namespacing) (#896)
* 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
2024-06-20 13:32:44 -04:00
Zach Gollwitzer
ca39b26070 Transaction transfers, payments, and matching (#883)
* 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
2024-06-19 06:52:08 -04:00