class TransactionImport < Import def import! transaction do mappings.each(&:create_mappable!) rows.each do |row| mapped_account = if account account else mappings.accounts.mappable_for(row.account) end category = mappings.categories.mappable_for(row.category) tags = row.tags_list.map { |tag| mappings.tags.mappable_for(tag) }.compact entry = mapped_account.entries.build \ date: row.date_iso, amount: row.signed_amount, name: row.name, currency: row.currency, notes: row.notes, entryable: Account::Transaction.new(category: category, tags: tags), import: self entry.save! end end end def required_column_keys %i[date amount] end def column_keys base = %i[date amount name currency category tags notes] base.unshift(:account) if account.nil? base end def mapping_steps base = [ Import::CategoryMapping, Import::TagMapping ] base << Import::AccountMapping if account.nil? base end def csv_template template = <<-CSV date*,amount*,name,currency,category,tags,account,notes 05/15/2024,-45.99,Grocery Store,USD,Food,groceries|essentials,Checking Account,Monthly grocery run 05/16/2024,1500.00,Salary,,Income,,Main Account, 05/17/2024,-12.50,Coffee Shop,,,coffee,, CSV csv = CSV.parse(template, headers: true) csv.delete("account") if account.present? csv end end