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Code Issues Releases Activity Actions 2

Allow CSV imports to be configured with single or multi-account mode (#1943)

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* Allow CSV imports to be configured to a single account or multiple accounts

* Initialize import directly from accounts page

* Fix brakeman warnings

* Fix schema

* Fix Synth check
This commit is contained in:
Zach Gollwitzer 2025-03-03 12:47:30 -05:00 • committed by GitHub
parent e907b073ed
commit c5da8ea550
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20 changed files with 118 additions and 57 deletions
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13
app/models/import.rb
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@ -1,6 +1,7 @@
class Import < ApplicationRecord
TYPES = %w[TransactionImport TradeImport AccountImport MintImport].freeze
SIGNAGE_CONVENTIONS = %w[inflows_positive inflows_negative]
SEPARATORS = [ [ "Comma (,)", "," ], [ "Semicolon (;)", ";" ] ].freeze
NUMBER_FORMATS = {
"1,234.56" => { separator: ".", delimiter: "," }, # US/UK/Asia
@ -10,6 +11,7 @@ class Import < ApplicationRecord
}.freeze
belongs_to :family
belongs_to :account, optional: true
before_validation :set_default_number_format
@ -25,7 +27,7 @@ class Import < ApplicationRecord
}, validate: true, default: "pending"
validates :type, inclusion: { in: TYPES }
validates :col_sep, inclusion: { in: [ ",", ";" ] }
validates :col_sep, inclusion: { in: SEPARATORS.map(&:last) }
validates :signage_convention, inclusion: { in: SIGNAGE_CONVENTIONS }
validates :number_format, presence: true, inclusion: { in: NUMBER_FORMATS.keys }
@ -98,12 +100,17 @@ class Import < ApplicationRecord
end
def dry_run
{
mappings = {
transactions: rows.count,
accounts: Import::AccountMapping.for_import(self).creational.count,
categories: Import::CategoryMapping.for_import(self).creational.count,
tags: Import::TagMapping.for_import(self).creational.count
}
mappings.merge(
accounts: Import::AccountMapping.for_import(self).creational.count,
) if account.nil?
mappings
end
def required_column_keys