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* Remove stale 1.0 import logic and model * Fresh start * Checkpoint before removing nav * First working prototype * Add trade, account, and mint import flows * Basic working version with tests * System tests for each import type * Clean up mappings flow * Clean up PR, refactor stale code, tests * Add back row validations * Row validations * Fix import job test * Fix import navigation * Fix mint import configuration form * Currency preset for new accounts
52 lines
1.3 KiB
Ruby
52 lines
1.3 KiB
Ruby
class TradeImport < Import
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def import!
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transaction do
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mappings.each(&:create_mappable!)
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rows.each do |row|
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account = mappings.accounts.mappable_for(row.account)
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security = Security.find_or_create_by(ticker: row.ticker)
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entry = account.entries.build \
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date: row.date_iso,
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amount: row.signed_amount,
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name: row.name,
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currency: row.currency,
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entryable: Account::Trade.new(security: security, qty: row.qty, currency: row.currency, price: row.price),
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import: self
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entry.save!
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end
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end
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end
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def mapping_steps
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[ Import::AccountMapping ]
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end
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def required_column_keys
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%i[date ticker qty price]
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end
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def column_keys
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%i[date ticker qty price currency account name]
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end
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def dry_run
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{
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transactions: rows.count,
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accounts: Import::AccountMapping.for_import(self).creational.count
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}
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end
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def csv_template
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template = <<-CSV
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date*,ticker*,qty*,price*,currency,account,name
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05/15/2024,AAPL,10,150.00,USD,Trading Account,Apple Inc. Purchase
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05/16/2024,GOOGL,-5,2500.00,USD,Investment Account,Alphabet Inc. Sale
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05/17/2024,TSLA,2,700.50,USD,Retirement Account,Tesla Inc. Purchase
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CSV
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CSV.parse(template, headers: true)
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end
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end
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