Account-level import configuration templates (#1946)

* Account-level import configuration templates

* Default import to family's preferred date format

app/models/import.rb

@@ -146,8 +146,20 @@ class Import < ApplicationRecord
   end
 
   def sync_mappings
-    mapping_steps.each do |mapping|
-      mapping.sync(self)
+    transaction do
+      mapping_steps.each do |mapping_class|
+        mappables_by_key = mapping_class.mappables_by_key(self)
+
+        updated_mappings = mappables_by_key.map do |key, mappable|
+          mapping = mappings.find_or_initialize_by(key: key, import: self, type: mapping_class.name)
+          mapping.mappable = mappable
+          mapping.create_when_empty = key.present? && mappable.nil?
+          mapping
+        end
+
+        updated_mappings.each { |m| m.save(validate: false) }
+        mapping_class.where.not(id: updated_mappings.map(&:id)).destroy_all
+      end
     end
   end
 
@@ -183,6 +195,28 @@ class Import < ApplicationRecord
     family.accounts.empty? && has_unassigned_account?
   end
 
+  # Used to optionally pre-fill the configuration for the current import
+  def suggested_template
+    family.imports
+          .complete
+          .where(account: account, type: type)
+          .order(created_at: :desc)
+          .first
+  end
+
+  def apply_template!(import_template)
+    update!(
+      import_template.attributes.slice(
+        "date_col_label", "amount_col_label", "name_col_label",
+        "category_col_label", "tags_col_label", "account_col_label",
+        "qty_col_label", "ticker_col_label", "price_col_label",
+        "entity_type_col_label", "notes_col_label", "currency_col_label",
+        "date_format", "signage_convention", "number_format",
+        "exchange_operating_mic_col_label"
+      )
+    )
+  end
+
   private
     def import!
       # no-op, subclasses can implement for customization of algorithm

app/models/import/account_mapping.rb

@@ -2,8 +2,11 @@ class Import::AccountMapping < Import::Mapping
   validates :mappable, presence: true, if: :requires_mapping?
 
   class << self
-    def mapping_values(import)
-      import.rows.map(&:account).uniq
+    def mappables_by_key(import)
+      unique_values = import.rows.map(&:account).uniq
+      accounts = import.family.accounts.where(name: unique_values).index_by(&:name)
+
+      unique_values.index_with { |value| accounts[value] }
     end
   end
 

app/models/import/account_type_mapping.rb

@@ -2,8 +2,8 @@ class Import::AccountTypeMapping < Import::Mapping
   validates :value, presence: true
 
   class << self
-    def mapping_values(import)
-      import.rows.map(&:entity_type).uniq
+    def mappables_by_key(import)
+      import.rows.map(&:entity_type).uniq.index_with { nil }
     end
   end
 

app/models/import/category_mapping.rb

@@ -1,7 +1,10 @@
 class Import::CategoryMapping < Import::Mapping
   class << self
-    def mapping_values(import)
-      import.rows.map(&:category).uniq
+    def mappables_by_key(import)
+      unique_values = import.rows.map(&:category).uniq
+      categories = import.family.categories.where(name: unique_values).index_by(&:name)
+
+      unique_values.index_with { |value| categories[value] }
     end
   end
 

app/models/import/mapping.rb

@@ -18,19 +18,8 @@ class Import::Mapping < ApplicationRecord
       find_by(key: key)&.mappable
     end
 
-    def sync(import)
-      unique_values = mapping_values(import).uniq
-
-      unique_values.each do |value|
-        mapping = find_or_initialize_by(key: value, import: import, create_when_empty: value.present?)
-        mapping.save(validate: false) if mapping.new_record?
-      end
-
-      where(import: import).where.not(key: unique_values).destroy_all
-    end
-
-    def mapping_values(import)
-      raise NotImplementedError, "Subclass must implement mapping_values"
+    def mappables_by_key(import)
+      raise NotImplementedError, "Subclass must implement mappables_by_key"
     end
   end
 

app/models/import/row.rb

@@ -30,11 +30,10 @@ class Import::Row < ApplicationRecord
     end
   end
 
-  def sync_mappings
-    Import::CategoryMapping.sync(import) if import.column_keys.include?(:category)
-    Import::TagMapping.sync(import) if import.column_keys.include?(:tags)
-    Import::AccountMapping.sync(import) if import.column_keys.include?(:account)
-    Import::AccountTypeMapping.sync(import) if import.column_keys.include?(:entity_type)
+  def update_and_sync(params)
+    assign_attributes(params)
+    save!(validate: false)
+    import.sync_mappings
   end
 
   private

app/models/import/tag_mapping.rb

@@ -1,7 +1,11 @@
 class Import::TagMapping < Import::Mapping
   class << self
-    def mapping_values(import)
-      import.rows.map(&:tags_list).flatten.uniq
+    def mappables_by_key(import)
+      unique_values = import.rows.map(&:tags_list).flatten.uniq
+
+      tags = import.family.tags.where(name: unique_values).index_by(&:name)
+
+      unique_values.index_with { |value| tags[value] }
     end
   end