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Code Issues Releases Activity Actions 2

Create tagging system (#792)

Browse source 
* Repro

* Fix

* Update signage

* Create tagging system

* Add tags to transaction imports

* Build tagging UI

* Cleanup

* More cleanup
This commit is contained in:
Zach Gollwitzer 2024-05-23 08:09:33 -04:00 • committed by GitHub
parent 41c991384a
commit 457247da8e
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38 changed files with 607 additions and 90 deletions
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18
app/models/import.rb
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@ -111,16 +111,24 @@ class Import < ApplicationRecord
def generate_transactions
transactions = []
category_cache = {}
tag_cache = {}
csv.table.each do |row|
category_name = row["category"]
category_name = row["category"].presence
tag_strings = row["tags"].presence&.split("|") || []
tags = []
category = category_cache[category_name] ||= account.family.transaction_categories.find_or_initialize_by(name: category_name) if row["category"].present?
tag_strings.each do |tag_string|
tags << tag_cache[tag_string] ||= account.family.tags.find_or_initialize_by(name: tag_string)
end
category = category_cache[category_name] ||= account.family.transaction_categories.find_or_initialize_by(name: category_name)
txn = account.transactions.build \
name: row["name"].presence || FALLBACK_TRANSACTION_NAME,
date: Date.iso8601(row["date"]),
category: category,
tags: tags,
amount: BigDecimal(row["amount"]) * -1, # User inputs amounts with opposite signage of our internal representation
currency: account.currency
@ -144,12 +152,16 @@ class Import < ApplicationRecord
key: "category",
label: "Category"
tags_field = Import::Field.new \
key: "tags",
label: "Tags"
amount_field = Import::Field.new \
key: "amount",
label: "Amount",
validator: ->(value) { Import::Field.bigdecimal_validator(value) }
[ date_field, name_field, category_field, amount_field ]
[ date_field, name_field, category_field, tags_field, amount_field ]
end
def define_column_mapping_keys