class MintImport < Import after_create :set_mappings def generate_rows_from_csv rows.destroy_all mapped_rows = csv_rows.map do |row| { account: row[account_col_label].to_s, date: row[date_col_label].to_s, amount: signed_csv_amount(row).to_s, currency: (row[currency_col_label] || default_currency).to_s, name: (row[name_col_label] || default_row_name).to_s, category: row[category_col_label].to_s, tags: row[tags_col_label].to_s, notes: row[notes_col_label].to_s } end rows.insert_all!(mapped_rows) end def import! transaction do mappings.each(&:create_mappable!) rows.each do |row| account = mappings.accounts.mappable_for(row.account) category = mappings.categories.mappable_for(row.category) tags = row.tags_list.map { |tag| mappings.tags.mappable_for(tag) }.compact entry = 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 mapping_steps [ Import::CategoryMapping, Import::TagMapping, Import::AccountMapping ] end def required_column_keys %i[date amount] end def column_keys %i[date amount name currency category tags account notes] end def csv_template template = <<-CSV Date,Amount,Account Name,Description,Category,Labels,Currency,Notes,Transaction Type 01/01/2024,-8.55,Checking,Starbucks,Food & Drink,Coffee|Breakfast,USD,Morning coffee,debit 04/15/2024,2000,Savings,Paycheck,Income,,USD,Bi-weekly salary,credit CSV CSV.parse(template, headers: true) end def signed_csv_amount(csv_row) amount = csv_row[amount_col_label] type = csv_row["Transaction Type"] if type == "credit" amount.to_d else amount.to_d * -1 end end private def set_mappings self.signage_convention = "inflows_positive" self.date_col_label = "Date" self.date_format = "%m/%d/%Y" self.name_col_label = "Description" self.amount_col_label = "Amount" self.currency_col_label = "Currency" self.account_col_label = "Account Name" self.category_col_label = "Category" self.tags_col_label = "Labels" self.notes_col_label = "Notes" self.entity_type_col_label = "Transaction Type" save! end end