mirror of
https://github.com/we-promise/sure.git
synced 2026-04-08 06:44:52 +00:00
* 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>
64 lines
1.3 KiB
Ruby
64 lines
1.3 KiB
Ruby
class AccountImport < Import
|
|
OpeningBalanceError = Class.new(StandardError)
|
|
|
|
def import!
|
|
transaction do
|
|
rows.each do |row|
|
|
mapping = mappings.account_types.find_by(key: row.entity_type)
|
|
accountable_class = mapping.value.constantize
|
|
|
|
account = family.accounts.build(
|
|
name: row.name,
|
|
balance: row.amount.to_d,
|
|
currency: row.currency,
|
|
accountable: accountable_class.new,
|
|
import: self
|
|
)
|
|
|
|
account.save!
|
|
|
|
manager = Account::OpeningBalanceManager.new(account)
|
|
result = manager.set_opening_balance(balance: row.amount.to_d)
|
|
|
|
# Re-raise since we should never have an error here
|
|
if result.error
|
|
raise OpeningBalanceError, result.error
|
|
end
|
|
end
|
|
end
|
|
end
|
|
|
|
def mapping_steps
|
|
[ Import::AccountTypeMapping ]
|
|
end
|
|
|
|
def required_column_keys
|
|
%i[name amount]
|
|
end
|
|
|
|
def column_keys
|
|
%i[entity_type name amount currency]
|
|
end
|
|
|
|
def dry_run
|
|
{
|
|
accounts: rows_count
|
|
}
|
|
end
|
|
|
|
def csv_template
|
|
template = <<-CSV
|
|
Account type*,Name*,Balance*,Currency
|
|
Checking,Main Checking Account,1000.00,USD
|
|
Savings,Emergency Fund,5000.00,USD
|
|
Credit Card,Rewards Card,-500.00,USD
|
|
CSV
|
|
|
|
CSV.parse(template, headers: true)
|
|
end
|
|
|
|
def max_row_count
|
|
50
|
|
end
|
|
end
|