1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-07-19 13:19:39 +02:00
Maybe/app/helpers/imports_helper.rb
David Anyatonwu 32ef6ca154
Add exchange and currency fields to trade imports (#1822)
* Add exchange and currency fields to trade imports

* Add exchange_operating_mic support for trade imports - Added required columns and updated models

* refactor: remove exchange and currency columns

* fix: consolidate import schema and remove redundant columns

* feat: Enhance trade import with exchange_operating_mic support

* Revert changes to existing migration

* Simplify migration to use change method

* Restore previously deleted migration

* Remove unused import_col_labels method

* Update schema.rb after running migrations

* Update trade_import.rb and fix schema.rb with db:migrate:reset

* fix: improve trade import security creation

---------

Signed-off-by: David Anyatonwu <51977119+onyedikachi-david@users.noreply.github.com>
2025-02-24 10:00:24 -05:00

64 lines
1.9 KiB
Ruby

module ImportsHelper
def mapping_label(mapping_class)
{
"Import::AccountTypeMapping" => "Account Type",
"Import::AccountMapping" => "Account",
"Import::CategoryMapping" => "Category",
"Import::TagMapping" => "Tag"
}.fetch(mapping_class.name)
end
def import_col_label(key)
{
date: "Date",
amount: "Amount",
name: "Name",
currency: "Currency",
category: "Category",
tags: "Tags",
account: "Account",
notes: "Notes",
qty: "Quantity",
ticker: "Ticker",
exchange: "Exchange",
price: "Price",
entity_type: "Type"
}[key]
end
def dry_run_resource(key)
map = {
transactions: DryRunResource.new(label: "Transactions", icon: "credit-card", text_class: "text-cyan-500", bg_class: "bg-cyan-500/5"),
accounts: DryRunResource.new(label: "Accounts", icon: "layers", text_class: "text-orange-500", bg_class: "bg-orange-500/5"),
categories: DryRunResource.new(label: "Categories", icon: "shapes", text_class: "text-blue-500", bg_class: "bg-blue-500/5"),
tags: DryRunResource.new(label: "Tags", icon: "tags", text_class: "text-violet-500", bg_class: "bg-violet-500/5")
}
map[key]
end
def permitted_import_configuration_path(import)
if permitted_import_types.include?(import.type.underscore)
"import/configurations/#{import.type.underscore}"
else
raise "Unknown import type: #{import.type}"
end
end
def cell_class(row, field)
base = "text-sm focus:ring-gray-900 focus:border-gray-900 w-full max-w-full disabled:text-subdued"
row.valid? # populate errors
border = row.errors.key?(field) ? "border-red-500" : "border-transparent"
[ base, border ].join(" ")
end
private
def permitted_import_types
%w[transaction_import trade_import account_import mint_import]
end
DryRunResource = Struct.new(:label, :icon, :text_class, :bg_class, keyword_init: true)
end