Docker/Maybe
Docker/Maybe
1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-08-02 20:15:22 +02:00
Code Issues Releases Activity Actions

Account-level import configuration templates (#1946)
Some checks are pending
Publish Docker image / ci (push) Waiting to run
Details
Publish Docker image / Build docker image (push) Blocked by required conditions
Details

Browse source 
* Account-level import configuration templates

* Default import to family's preferred date format
This commit is contained in:
Zach Gollwitzer 2025-03-04 13:10:01 -05:00 • committed by GitHub
parent 5b2fa3d707
commit 0544089710
No known key found for this signature in database
GPG key ID: B5690EEEBB952194
15 changed files with 108 additions and 43 deletions
Download patch file Download diff file Expand all files Collapse all files

4
app/controllers/import/rows_controller.rb
View file

@ -2,9 +2,7 @@ class Import::RowsController < ApplicationController
before_action :set_import_row
def update
@row.assign_attributes(row_params)
@row.save!(validate: false)
@row.sync_mappings
@row.update_and_sync(row_params)
redirect_to import_row_path(@row.import, @row)
end

2
app/controllers/import/uploads_controller.rb
View file

@ -12,7 +12,7 @@ class Import::UploadsController < ApplicationController
@import.assign_attributes(raw_file_str: csv_str, col_sep: upload_params[:col_sep])
@import.save!(validate: false)
redirect_to import_configuration_path(@import), notice: "CSV uploaded successfully."
redirect_to import_configuration_path(@import, template_hint: true), notice: "CSV uploaded successfully."
else
flash.now[:alert] = "Must be valid CSV with headers and at least one row of data"

17
app/controllers/imports_controller.rb
View file

@ -1,5 +1,5 @@
class ImportsController < ApplicationController
before_action :set_import, only: %i[show publish destroy revert]
before_action :set_import, only: %i[show publish destroy revert apply_template]
def publish
@import.publish_later
@ -19,7 +19,11 @@ class ImportsController < ApplicationController
def create
account = Current.family.accounts.find_by(id: params.dig(:import, :account_id))
import = Current.family.imports.create!(type: import_params[:type], account: account)
import = Current.family.imports.create!(
type: import_params[:type],
account: account,
date_format: Current.family.date_format,
)
redirect_to import_upload_path(import)
end
@ -37,6 +41,15 @@ class ImportsController < ApplicationController
redirect_to imports_path, notice: "Import is reverting in the background."
end
def apply_template
if @import.suggested_template
@import.apply_template!(@import.suggested_template)
redirect_to import_configuration_path(@import), notice: "Template applied."
else
redirect_to import_configuration_path(@import), alert: "No template found, please manually configure your import."
end
end
def destroy
@import.destroy