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* Implement API v1 Imports controller - Add Api::V1::ImportsController with index, show, and create actions - Add Jbuilder views for index and show - Add integration tests - Implement row generation logic in create action - Update routes * Validate import account belongs to family - Add validation to Import model to ensure account belongs to the same family - Add regression test case in Api::V1::ImportsControllerTest * updating docs to be more detailed * Rescue StandardError instead of bare rescue in ImportsController * Optimize Imports API and fix documentation - Implement rows_count counter cache for Imports - Preload rows in Api::V1::ImportsController#show - Update documentation to show correct OAuth scopes * Fix formatting in ImportsControllerTest * Permit all import parameters and fix unknown attribute error * Restore API routes for auth, chats, and messages * removing pr summary * Fix trailing whitespace and configured? test failure - Update Import#configured? to use rows_count for performance and consistency - Mock rows_count in TransactionImportTest - Fix trailing whitespace in migration * Harden security and fix mass assignment in ImportsController - Handle type and account_id explicitly in create action - Rename import_params to import_config_params for clarity - Validate type against Import::TYPES * Fix MintImport rows_count update and migration whitespace - Update MintImport#generate_rows_from_csv to update rows_count counter cache - Fix trailing whitespace and final newline in AddRowsCountToImports migration * Implement full-screen Drag and Drop CSV import on Transactions page - Add DragAndDropImport Stimulus controller listening on document - Add full-screen overlay with icon and text to Transactions index - Update ImportsController to handle direct file uploads via create action - Add system test for drag and drop functionality * Implement Drag and Drop CSV upload on Import Upload page - Add drag-and-drop-import controller to import/uploads/show - Add full-screen overlay to import/uploads/show - Annotate upload form and input with drag-and-drop targets - Add PR_SUMMARY.md * removing pr summary * Add file validation to ImportsController - Validate file size (max 10MB) and MIME type in create action - Prevent memory exhaustion and invalid file processing - Defined MAX_CSV_SIZE and ALLOWED_MIME_TYPES in Import model * Refactor dragLeave logic with counter pattern to prevent flickering * Extract shared drag-and-drop overlay partial - Create app/views/imports/_drag_drop_overlay.html.erb - Update transactions/index and import/uploads/show to use the partial - Reduce code duplication in views * Update Brakeman and harden ImportsController security - Update brakeman to 7.1.2 - Explicitly handle type assignment in ImportsController#create to avoid mass assignment - Remove :type from permitted import parameters * Fix trailing whitespace in DragAndDropImportTest * Don't commit LLM comments as file * FIX add api validation --------- Co-authored-by: Carlos Adames <cj@Carloss-MacBook-Air.local> Co-authored-by: Juan José Mata <jjmata@jjmata.com> Co-authored-by: sokie <sokysrm@gmail.com>
100 lines
2.8 KiB
Ruby
100 lines
2.8 KiB
Ruby
class MintImport < Import
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after_create :set_mappings
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def generate_rows_from_csv
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rows.destroy_all
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mapped_rows = csv_rows.map do |row|
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{
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account: row[account_col_label].to_s,
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date: row[date_col_label].to_s,
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amount: signed_csv_amount(row).to_s,
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currency: (row[currency_col_label] || default_currency).to_s,
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name: (row[name_col_label] || default_row_name).to_s,
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category: row[category_col_label].to_s,
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tags: row[tags_col_label].to_s,
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notes: row[notes_col_label].to_s
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}
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end
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rows.insert_all!(mapped_rows)
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update_column(:rows_count, rows.count)
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end
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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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category = mappings.categories.mappable_for(row.category)
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tags = row.tags_list.map { |tag| mappings.tags.mappable_for(tag) }.compact
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# Use account's currency when no currency column was mapped in CSV, with family currency as fallback
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effective_currency = currency_col_label.present? ? row.currency : (account.currency.presence || family.currency)
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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: effective_currency,
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notes: row.notes,
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entryable: Transaction.new(category: category, tags: tags),
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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::CategoryMapping, Import::TagMapping, Import::AccountMapping ]
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end
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def required_column_keys
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%i[date amount]
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end
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def column_keys
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%i[date amount name currency category tags account notes]
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end
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def csv_template
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template = <<-CSV
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Date,Amount,Account Name,Description,Category,Labels,Currency,Notes,Transaction Type
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01/01/2024,-8.55,Checking,Starbucks,Food & Drink,Coffee|Breakfast,USD,Morning coffee,debit
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04/15/2024,2000,Savings,Paycheck,Income,,USD,Bi-weekly salary,credit
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CSV
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CSV.parse(template, headers: true)
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end
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def signed_csv_amount(csv_row)
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amount = csv_row[amount_col_label]
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type = csv_row["Transaction Type"]
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if type == "credit"
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amount.to_d
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else
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amount.to_d * -1
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end
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end
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private
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def set_mappings
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self.signage_convention = "inflows_positive"
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self.date_col_label = "Date"
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self.date_format = "%m/%d/%Y"
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self.name_col_label = "Description"
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self.amount_col_label = "Amount"
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self.currency_col_label = "Currency"
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self.account_col_label = "Account Name"
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self.category_col_label = "Category"
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self.tags_col_label = "Labels"
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self.notes_col_label = "Notes"
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self.entity_type_col_label = "Transaction Type"
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save!
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end
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end
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