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Account-level import configuration templates (#1946)
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* 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
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15 changed files with 108 additions and 43 deletions

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@ -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