Commit Graph

4 Commits

Author SHA1 Message Date
Dylan Corrales
70b050e4a4 Rules: Fix no action conditions (#447)
* Fix Rules page when no action on rule

* Reject new rules without actions

* Rule with no action translation

* Easy one to keep translations going

* Fix tests

* Learn something new every day

---------

Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-12-12 16:58:57 +01:00
Juan José Mata
e5ed946959 Add rules import/export support (#424)
* Add full import/export support for rules with versioned JSON schema

This commit implements comprehensive import/export functionality for rules,
allowing users to back up and restore their rule definitions.

Key features:
- Export rules to both CSV and NDJSON formats with versioned schema (v1)
- Import rules from CSV with full support for nested conditions and actions
- UUID to name mapping for categories and merchants for portability
- Support for compound conditions with sub-conditions
- Comprehensive test coverage for export and import functionality
- UI integration for rules import in the imports interface

Technical details:
- Extended Family::DataExporter to generate rules.csv and include rules in all.ndjson
- Created RuleImport model following the existing Import STI pattern
- Added migration for rule-specific columns in import_rows table
- Implemented serialization helpers to map UUIDs to human-readable names
- Added i18n support for the new import option
- Included versioning in NDJSON export to support future schema evolution

The implementation ensures rules can be safely exported from one family
and imported into another, even when category/merchant IDs differ,
by mapping between names and IDs during export/import.

* Fix AR migration version

* Mention support for rules export

* Rabbit suggestion

* Fix tests

* Missed schema.rb

* Fix sample CSV download for rule import

* Fix parsing in Rules import

* Fix tests

* Rule import message i18n

* Export tag names, not UUIDs

* Make sure tags are created if needed at import

* Avoid test errors when running in parallel

---------

Co-authored-by: Claude <noreply@anthropic.com>
2025-12-07 13:20:54 +01:00
Juan José Mata
65bd9e813a Support category .csv import (#326)
* Allow category imports to set icons

* Linter

* Update category import description in English locale

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>

* Rename icon in CSV header to `lucide-icon`

* Make sure we export the icon while we're at this

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-15 19:00:52 +01:00
Zach Gollwitzer
0329a5f211 Data exports (#2517)
* Import / export UI

* Data exports

* Lint fixes, brakeman update
2025-07-24 10:50:05 -04:00