1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-07-24 15:49:39 +02:00

CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)

* Remove stale 1.0 import logic and model

* Fresh start

* Checkpoint before removing nav

* First working prototype

* Add trade, account, and mint import flows

* Basic working version with tests

* System tests for each import type

* Clean up mappings flow

* Clean up PR, refactor stale code, tests

* Add back row validations

* Row validations

* Fix import job test

* Fix import navigation

* Fix mint import configuration form

* Currency preset for new accounts
This commit is contained in:
Zach Gollwitzer 2024-10-01 10:47:59 -04:00 committed by GitHub
parent 23786b444a
commit 398b246965
No known key found for this signature in database
GPG key ID: B5690EEEBB952194
103 changed files with 2420 additions and 1689 deletions

View file

@ -0,0 +1,45 @@
class Import::AccountMapping < Import::Mapping
validates :mappable, presence: true, if: -> { key.blank? || !create_when_empty }
class << self
def mapping_values(import)
import.rows.map(&:account).uniq
end
end
def selectable_values
family_accounts = import.family.accounts.alphabetically.map { |account| [ account.name, account.id ] }
unless key.blank?
family_accounts.unshift [ "Add as new account", CREATE_NEW_KEY ]
end
family_accounts
end
def requires_selection?
true
end
def values_count
import.rows.where(account: key).count
end
def mappable_class
Account
end
def create_mappable!
return unless creatable?
account = import.family.accounts.create_or_find_by!(name: key) do |new_account|
new_account.balance = 0
new_account.import = import
new_account.currency = import.family.currency
new_account.accountable = Depository.new
end
self.mappable = account
save!
end
end