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Maybe/app/models/account_import.rb
Zach Gollwitzer e26e5c5aec
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Auto sync preference, max limit on account CSV imports (#2259)
* Auto sync preference, max limit on account CSV imports

* MaxRowCountExceededError
2025-05-18 15:02:51 -04:00

61 lines
1.2 KiB
Ruby

class AccountImport < Import
def import!
transaction do
rows.each do |row|
mapping = mappings.account_types.find_by(key: row.entity_type)
accountable_class = mapping.value.constantize
account = family.accounts.build(
name: row.name,
balance: row.amount.to_d,
currency: row.currency,
accountable: accountable_class.new,
import: self
)
account.save!
account.entries.create!(
amount: row.amount,
currency: row.currency,
date: Date.current,
name: "Imported account value",
entryable: Valuation.new
)
end
end
end
def mapping_steps
[ Import::AccountTypeMapping ]
end
def required_column_keys
%i[name amount]
end
def column_keys
%i[entity_type name amount currency]
end
def dry_run
{
accounts: rows.count
}
end
def csv_template
template = <<-CSV
Account type*,Name*,Balance*,Currency
Checking,Main Checking Account,1000.00,USD
Savings,Emergency Fund,5000.00,USD
Credit Card,Rewards Card,-500.00,USD
CSV
CSV.parse(template, headers: true)
end
def max_row_count
50
end
end