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Code Issues Releases Activity Actions 2

Sync account after transaction import (#820)

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Zach Gollwitzer 2024-05-30 22:06:32 -04:00 • committed by GitHub
parent 32e647f0fb
commit de53a50e45
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5 changed files with 15 additions and 6 deletions
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2
app/models/import.rb
View file

@ -56,6 +56,8 @@ class Import < ApplicationRecord
end
end
self.account.sync
update!(status: "complete")
rescue => e
update!(status: "failed")

14
app/views/imports/_sample_table.html.erb
View file

@ -1,22 +1,26 @@
<!--TODO: Once we have more styled tables for reference, refactor and DRY this up -->
<div class="grid grid-cols-4 border border-alpha-black-200 rounded-md shadow-xs text-sm bg-white">
<div class="bg-gray-25 px-3 py-2.5 border-b border-b-alpha-black-200 font-medium rounded-tl-md">Date</div>
<div class="bg-gray-25 px-3 py-2.5 border-b border-b-alpha-black-200 font-medium">Name</div>
<div class="bg-gray-25 px-3 py-2.5 border-b border-b-alpha-black-200 font-medium">Category</div>
<div class="bg-gray-25 px-3 py-2.5 border-b border-b-alpha-black-200 font-medium rounded-tr-md">Amount</div>
<div class="grid grid-cols-5 border border-alpha-black-200 rounded-md shadow-xs text-sm bg-white">
<div class="bg-gray-25 px-3 py-2.5 border-b border-b-alpha-black-200 font-medium rounded-tl-md">date</div>
<div class="bg-gray-25 px-3 py-2.5 border-b border-b-alpha-black-200 font-medium">name</div>
<div class="bg-gray-25 px-3 py-2.5 border-b border-b-alpha-black-200 font-medium">category</div>
<div class="bg-gray-25 px-3 py-2.5 border-b border-b-alpha-black-200 font-medium">tags</div>
<div class="bg-gray-25 px-3 py-2.5 border-b border-b-alpha-black-200 font-medium rounded-tr-md">amount</div>
<div class="px-3 py-2.5 border-b border-b-alpha-black-200">2024-01-01</div>
<div class="px-3 py-2.5 border-b border-b-alpha-black-200">Amazon</div>
<div class="px-3 py-2.5 border-b border-b-alpha-black-200">Shopping</div>
<div class="px-3 py-2.5 border-b border-b-alpha-black-200">Tag1|Tag2</div>
<div class="px-3 py-2.5 border-b border-b-alpha-black-200">-24.99</div>
<div class="px-3 py-2.5 border-b border-b-alpha-black-200">2024-03-01</div>
<div class="px-3 py-2.5 border-b border-b-alpha-black-200">Spotify</div>
<div class="px-3 py-2.5 border-b border-b-alpha-black-200"></div>
<div class="px-3 py-2.5 border-b border-b-alpha-black-200"></div>
<div class="px-3 py-2.5 border-b border-b-alpha-black-200">-16.32</div>
<div class="px-3 py-2.5 border-b border-b-alpha-black-200 rounded-bl-md">2023-01-06</div>
<div class="px-3 py-2.5 border-b border-b-alpha-black-200">Acme</div>
<div class="px-3 py-2.5 border-b border-b-alpha-black-200">Income</div>
<div class="px-3 py-2.5 border-b border-b-alpha-black-200">Tag3</div>
<div class="px-3 py-2.5 border-b border-b-alpha-black-200 rounded-br-md">151.22</div>
</div>

3
app/views/imports/load.html.erb
View file

@ -1,6 +1,6 @@
<%= content_for :return_to_path, return_to_path(params, imports_path) %>
<div class="mx-auto max-w-[450px] w-full py-24 space-y-4">
<div class="mx-auto max-w-[550px] w-full py-24 space-y-4">
<h1 class="sr-only"><%= t(".load_title") %></h1>
<div class="text-center space-y-2">
@ -30,6 +30,7 @@
<ul class="list-disc text-sm pl-10">
<li><%= t(".requirement1") %></li>
<li><%= t(".requirement2") %></li>
<li><%= t(".requirement3") %></li>
</ul>
</div>

1
config/locales/views/imports/en.yml
View file

@ -68,6 +68,7 @@ en:
requirement1: Dates must be in ISO 8601 format (YYYY-MM-DD)
requirement2: Negative transaction is an "outflow" (expense), positive is an
"inflow" (income)
requirement3: Can have 0 or more tags separated by |
subtitle: Import your transactions
load_csv:
import_loaded: Import CSV loaded

1
test/jobs/import_job_test.rb
View file

@ -14,5 +14,6 @@ class ImportJobTest < ActiveJob::TestCase
end
assert import.reload.complete?
assert import.account.balances.present?
end
end