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Maybe/app/models/import/row.rb
Zach Gollwitzer c88fe2e3b2
Feature: Add "amount type" configuration column for CSV imports (#1947)
* Rough draft

* Schema conflict update

* Implement signage

* Update system tests

* Lint fixes
2025-04-18 10:48:10 -04:00

95 lines
2.4 KiB
Ruby

class Import::Row < ApplicationRecord
belongs_to :import
validates :amount, numericality: true, allow_blank: true
validates :currency, presence: true
validate :date_valid
validate :required_columns
validate :currency_is_valid
scope :ordered, -> { order(:id) }
def tags_list
if tags.blank?
[ "" ]
else
tags.split("|").map(&:strip)
end
end
def date_iso
Date.strptime(date, import.date_format).iso8601
end
def signed_amount
if import.type == "TradeImport"
price.to_d * apply_trade_signage_convention(qty.to_d)
else
apply_transaction_signage_convention(amount.to_d)
end
end
def update_and_sync(params)
assign_attributes(params)
save!(validate: false)
import.sync_mappings
end
private
# In the Maybe system, positive quantities == "inflows"
def apply_trade_signage_convention(value)
value * (import.signage_convention == "inflows_positive" ? 1 : -1)
end
# In the Maybe system, positive amounts == "outflows", so we must reverse signage
def apply_transaction_signage_convention(value)
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
import.required_column_keys.each do |required_key|
errors.add(required_key, "is required") if self[required_key].blank?
end
end
def date_valid
return if date.blank?
parsed_date = Date.strptime(date, import.date_format) rescue nil
if parsed_date.nil?
errors.add(:date, "must exactly match the format: #{import.date_format}")
return
end
min_date = Entry.min_supported_date
max_date = Date.current
if parsed_date < min_date || parsed_date > max_date
errors.add(:date, "must be between #{min_date} and #{max_date}")
end
end
def currency_is_valid
return true if currency.blank?
begin
Money::Currency.new(currency)
rescue Money::Currency::UnknownCurrencyError
errors.add(:currency, "is not a valid currency code")
end
end
end