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