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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>
126 lines
6.1 KiB
Plaintext
126 lines
6.1 KiB
Plaintext
<%# locals: (import:) %>
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<%= styled_form_with model: @import,
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url: import_configuration_path(@import),
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scope: :import,
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method: :patch,
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class: "space-y-4",
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data: {
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controller: "import",
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import_csv_value: import.csv_rows.to_json,
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import_amount_type_column_key_value: @import.entity_type_col_label
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} do |form| %>
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<%# Row Skip Configuration - must be first to configure before column mapping %>
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<%= form.number_field :rows_to_skip,
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{ label: t(".rows_to_skip_label", default: "Skip first n rows"), min: 0, step: 1, data: { action: "change->import#refreshForm" } } %>
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<%# Date Configuration %>
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<div class="flex items-center gap-4">
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<%= form.select :date_col_label,
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import.csv_headers,
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{ label: "Date", prompt: "Select column" },
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required: true %>
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<%= form.select :date_format,
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Family::DATE_FORMATS,
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{ label: t(".date_format_label"), prompt: "Select format" },
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required: true %>
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</div>
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<%# Amount Configuration %>
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<div class="flex items-center gap-4">
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<%= form.select :amount_col_label,
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import.csv_headers,
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{ label: "Amount", container_class: "w-2/5", prompt: "Select column" },
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required: true %>
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<%= form.select :currency_col_label,
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import.csv_headers,
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{ include_blank: "Default", label: "Currency", container_class: "w-1/5" } %>
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<%= form.select :number_format,
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Import::NUMBER_FORMATS.keys,
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{ label: "Format", prompt: "Select format", container_class: "w-2/5" },
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required: true %>
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</div>
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<%# Amount Type Strategy %>
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<%= form.select :amount_type_strategy,
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Import::AMOUNT_TYPE_STRATEGIES.map { |strategy| [strategy.humanize, strategy] },
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{ label: "Amount type strategy", prompt: "Select strategy" },
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required: true,
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data: {
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action: "import#handleAmountTypeStrategyChange",
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import_target: "amountTypeStrategySelect"
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} %>
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<%# Signed Amount Configuration %>
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<%= tag.fieldset data: { import_target: "signedAmountFieldset" },
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class: @import.amount_type_strategy == "signed_amount" ? "block" : "hidden" do %>
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<div class="flex items-center gap-2">
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<span class="text-sm shrink-0 text-secondary">↪</span>
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<%= form.select :signage_convention,
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[["Incomes are positive", "inflows_positive"], ["Incomes are negative", "inflows_negative"]],
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{ label: "Amount type", prompt: "Select convention" },
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required: @import.amount_type_strategy == "signed_amount" %>
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</div>
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<% end %>
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<%# Custom Column Configuration %>
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<%= tag.fieldset data: { import_target: "customColumnFieldset" },
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class: @import.amount_type_strategy == "custom_column" ? "block" : "hidden" do %>
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<div class="space-y-2">
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<div class="flex items-center gap-2 text-sm">
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<span class="shrink-0 text-secondary">↪</span>
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<span class="text-secondary">Set</span>
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<%= form.select :entity_type_col_label,
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import.csv_headers,
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{ prompt: "Select column", container_class: "w-48 px-3 py-1.5 border border-secondary rounded-md" },
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required: @import.amount_type_strategy == "custom_column",
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data: { action: "import#handleAmountTypeChange" } %>
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<span class="text-secondary">as amount type column</span>
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</div>
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<div class="items-center gap-2 text-sm <%= @import.entity_type_col_label.nil? ? "hidden" : "flex" %>" data-import-target="amountTypeValue">
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<span class="shrink-0 text-secondary">↪</span>
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<span class="text-secondary">Set</span>
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<%= form.select :amount_type_identifier_value,
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@import.selectable_amount_type_values,
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{ prompt: "Select value", container_class: "w-48 px-3 py-1.5 border border-secondary rounded-md" },
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required: @import.amount_type_strategy == "custom_column",
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data: { action: "import#handleAmountTypeIdentifierChange" } %>
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<span class="text-secondary">as identifier value</span>
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</div>
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<div class="items-center gap-2 text-sm <%= @import.amount_type_identifier_value.nil? ? "hidden" : "flex" %>" data-import-target="amountTypeInflowValue">
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<span class="shrink-0 text-secondary">↪</span>
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<span class="text-secondary">Treat "<span class="font-medium"><%= @import.amount_type_identifier_value %></span>" as</span>
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<%= form.select :amount_type_inflow_value,
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[["Income (inflow)", "inflows_positive"], ["Expense (outflow)", "inflows_negative"]],
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{ prompt: "Select type", container_class: "w-48 px-3 py-1.5 border border-secondary rounded-md" },
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required: @import.amount_type_strategy == "custom_column" %>
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</div>
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</div>
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<% end %>
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<%# Optional Fields %>
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<% unless import.account.present? %>
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<%= form.select :account_col_label,
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import.csv_headers,
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{ include_blank: "Leave empty", label: "Account" } %>
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<% end %>
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<%= form.select :name_col_label,
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import.csv_headers,
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{ include_blank: "Leave empty", label: "Name" } %>
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<%= form.select :category_col_label,
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import.csv_headers,
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{ include_blank: "Leave empty", label: "Category" } %>
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<%= form.select :tags_col_label,
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import.csv_headers,
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{ include_blank: "Leave empty", label: "Tags" } %>
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<%= form.select :notes_col_label,
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import.csv_headers,
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{ include_blank: "Leave empty", label: "Notes" } %>
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<%= form.submit "Apply configuration", disabled: import.complete? %>
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<% end %>
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