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e5ed946959
* 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>
75 lines
2.4 KiB
Ruby
75 lines
2.4 KiB
Ruby
module ImportsHelper
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def mapping_label(mapping_class)
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{
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"Import::AccountTypeMapping" => "Account Type",
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"Import::AccountMapping" => "Account",
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"Import::CategoryMapping" => "Category",
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"Import::TagMapping" => "Tag"
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}.fetch(mapping_class.name)
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end
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def import_col_label(key)
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{
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date: "Date",
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amount: "Amount",
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name: "Name",
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currency: "Currency",
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category: "Category",
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tags: "Tags",
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account: "Account",
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notes: "Notes",
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qty: "Quantity",
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ticker: "Ticker",
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exchange: "Exchange",
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price: "Price",
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entity_type: "Type",
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category_parent: "Parent category",
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category_color: "Color",
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category_classification: "Classification",
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category_icon: "Lucide icon"
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}[key]
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end
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def dry_run_resource(key)
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map = {
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transactions: DryRunResource.new(label: "Transactions", icon: "credit-card", text_class: "text-cyan-500", bg_class: "bg-cyan-500/5"),
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accounts: DryRunResource.new(label: "Accounts", icon: "layers", text_class: "text-orange-500", bg_class: "bg-orange-500/5"),
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categories: DryRunResource.new(label: "Categories", icon: "shapes", text_class: "text-blue-500", bg_class: "bg-blue-500/5"),
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tags: DryRunResource.new(label: "Tags", icon: "tags", text_class: "text-violet-500", bg_class: "bg-violet-500/5"),
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rules: DryRunResource.new(label: "Rules", icon: "workflow", text_class: "text-green-500", bg_class: "bg-green-500/5")
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}
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map[key]
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end
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def permitted_import_configuration_path(import)
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if permitted_import_types.include?(import.type.underscore)
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"import/configurations/#{import.type.underscore}"
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else
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raise "Unknown import type: #{import.type}"
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end
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end
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def cell_class(row, field)
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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"
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row.valid? # populate errors
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border = row.errors.key?(field) ? "border-destructive" : "border-transparent"
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[ base, border ].join(" ")
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end
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def cell_is_valid?(row, field)
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row.valid? # populate errors
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!row.errors.key?(field)
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end
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private
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def permitted_import_types
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%w[transaction_import trade_import account_import mint_import category_import rule_import]
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end
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DryRunResource = Struct.new(:label, :icon, :text_class, :bg_class, keyword_init: true)
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end
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