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Enhanced Import Amount Type Selection (#506)

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* Enhanced Import Amount Type Selection

updated version of https://github.com/we-promise/sure/pull/179

* copilot sugestions

* ai sugestions

* Update import.rb

* Update schema.rb

* Update schema.rb

* Update schema.rb

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
This commit is contained in:
Mark Hendriksen
2026-01-23 22:12:02 +01:00
committed by GitHub
parent 696ff0966b
commit 9b84c5bdbc
9 changed files with 94 additions and 8 deletions
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16
app/views/import/configurations/_transaction_import.html.erb
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@@ -82,11 +82,21 @@
<div class="items-center gap-2 text-sm <%= @import.entity_type_col_label.nil? ? "hidden" : "flex" %>" data-import-target="amountTypeValue">
<span class="shrink-0 text-secondary">↪</span>
<span class="text-secondary">Set</span>
<%= form.select :amount_type_inflow_value,
<%= form.select :amount_type_identifier_value,
@import.selectable_amount_type_values,
{ prompt: "Select column", container_class: "w-48 px-3 py-1.5 border border-secondary rounded-md" },
{ prompt: "Select value", container_class: "w-48 px-3 py-1.5 border border-secondary rounded-md" },
required: @import.amount_type_strategy == "custom_column",
data: { action: "import#handleAmountTypeIdentifierChange" } %>
<span class="text-secondary">as identifier value</span>
</div>
<div class="items-center gap-2 text-sm <%= @import.amount_type_identifier_value.nil? ? "hidden" : "flex" %>" data-import-target="amountTypeInflowValue">
<span class="shrink-0 text-secondary">↪</span>
<span class="text-secondary">Treat "<span class="font-medium"><%= @import.amount_type_identifier_value %></span>" as</span>
<%= form.select :amount_type_inflow_value,
[["Income (inflow)", "inflows_positive"], ["Expense (outflow)", "inflows_negative"]],
{ prompt: "Select type", container_class: "w-48 px-3 py-1.5 border border-secondary rounded-md" },
required: @import.amount_type_strategy == "custom_column" %>
<span class="text-secondary">as "income" (inflow) value</span>
</div>
</div>
<% end %>