Files
sure/app/helpers/imports_helper.rb
Juan José Mata 2595885eb7 Full .ndjson import / reorganize UI with Financial Tools / Raw Data tabs (#1208)
* Reorganize import UI with Financial Tools / Raw Data tabs

Split the flat list of import sources into two tabbed sections using
DS::Tabs: "Financial Tools" (Mint, Quicken/QIF, YNAB coming soon) and
"Raw Data" (transactions, investments, accounts, categories, rules,
documents). This prepares for adding more tool-specific importers
without cluttering the list.

https://claude.ai/code/session_01BM4SBWNhATqoKTEvy3qTS3

* Fix import controller test to account for YNAB coming soon entry

The new YNAB "coming soon" disabled entry adds a 5th aria-disabled
element to the import dialog.

https://claude.ai/code/session_01BM4SBWNhATqoKTEvy3qTS3

* Fix system tests to click Raw Data tab before selecting import type

Transaction, trade, and account imports are now under the Raw Data tab
and need an explicit tab click before the buttons are visible.

https://claude.ai/code/session_01BM4SBWNhATqoKTEvy3qTS3

* feat: Add bulk import for NDJSON export files

Implements an import flow that accepts the full all.ndjson file from data exports,
allowing users to restore their complete data including:
- Accounts with accountable types
- Categories with parent relationships
- Tags and merchants
- Transactions with category, merchant, and tag references
- Trades with securities
- Valuations
- Budgets and budget categories
- Rules with conditions and actions (including compound conditions)

Key changes:
- Add BulkImport model extending Import base class
- Add Family::DataImporter to handle NDJSON parsing and import logic
- Update imports controller and views to support NDJSON workflow
- Skip configuration/mapping steps for structured NDJSON imports
- Add i18n translations for bulk import UI
- Add tests for BulkImport and DataImporter

* fix: Fix category import and test query issues

- Add default lucide_icon ("shapes") for categories when not provided
- Fix valuation test to use proper ActiveRecord joins syntax

* Linter errors

* fix: Add default color for tags when not provided in import

* fix: Add default kind for transactions when not provided in import

* Fix test

* Fix tests

* Fix remaining merge conflicts from PR 766 cherry-pick

Resolve conflict markers in test fixtures and clean up BulkImport
entry in new.html.erb to use the _import_option partial consistently.

https://claude.ai/code/session_01BM4SBWNhATqoKTEvy3qTS3

* Import Sure `.ndjson`

* Remove `.ndjson` import from raw data

* Fix support for Sure "bulk" import from old branch

* Linter

* Fix CI test

* Fix more CI tests

* Fix tests

* Fix tests / move PDF import to first tab

* Remove redundant title

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-03-23 14:27:41 +01:00

79 lines
3.0 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",
category_parent: "Parent category",
category_color: "Color",
category_icon: "Lucide icon"
}[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"),
rules: DryRunResource.new(label: "Rules", icon: "workflow", text_class: "text-green-500", bg_class: "bg-green-500/5"),
merchants: DryRunResource.new(label: "Merchants", icon: "store", text_class: "text-amber-500", bg_class: "bg-amber-500/5"),
trades: DryRunResource.new(label: "Trades", icon: "arrow-left-right", text_class: "text-emerald-500", bg_class: "bg-emerald-500/5"),
valuations: DryRunResource.new(label: "Valuations", icon: "trending-up", text_class: "text-pink-500", bg_class: "bg-pink-500/5"),
budgets: DryRunResource.new(label: "Budgets", icon: "wallet", text_class: "text-indigo-500", bg_class: "bg-indigo-500/5"),
budget_categories: DryRunResource.new(label: "Budget Categories", icon: "pie-chart", text_class: "text-teal-500", bg_class: "bg-teal-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 = "bg-container text-sm focus:ring-gray-900 theme-dark:focus:ring-gray-100 focus:border-solid w-full max-w-full disabled:text-subdued"
row.valid? # populate errors
border = row.errors.key?(field) ? "border-destructive" : "border-transparent"
[ base, border ].join(" ")
end
def cell_is_valid?(row, field)
row.valid? # populate errors
!row.errors.key?(field)
end
private
def permitted_import_types
%w[transaction_import trade_import account_import mint_import category_import rule_import]
end
DryRunResource = Struct.new(:label, :icon, :text_class, :bg_class, keyword_init: true)
end