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Feature: Add "amount type" configuration column for CSV imports (#1947)

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* Rough draft

* Schema conflict update

* Implement signage

* Update system tests

* Lint fixes
This commit is contained in:
Zach Gollwitzer 2025-04-18 10:48:10 -04:00 • committed by GitHub
parent 8cf077f28d
commit c88fe2e3b2
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21 changed files with 366 additions and 83 deletions
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14
app/models/import/row.rb
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@ -44,7 +44,19 @@ class Import::Row < ApplicationRecord
# In the Maybe system, positive amounts == "outflows", so we must reverse signage
def apply_transaction_signage_convention(value)
value * (import.signage_convention == "inflows_positive" ? -1 : 1)
if import.amount_type_strategy == "signed_amount"
value * (import.signage_convention == "inflows_positive" ? -1 : 1)
elsif import.amount_type_strategy == "custom_column"
inflow_value = import.amount_type_inflow_value
if entity_type == inflow_value
value * -1
else
value
end
else
raise "Unknown amount type strategy for import: #{import.amount_type_strategy}"
end
end
def required_columns