mirror of
https://github.com/eitchtee/WYGIWYH.git
synced 2026-11-13 12:23:44 +01:00
Asish Kumar
1ed5dc5d31
An import run can now be given an account, and every transaction it creates goes into that account instead of the one the profile maps. This lets a single profile serve several accounts at the same bank, for statements that only name the account in a header cell or not at all, instead of keeping one copy of the profile per account. - ImportRun gets an optional `account` (SET_NULL), shown on the run card. - The upload form offers the user's active accounts when the profile imports transactions, and leaves the field out for profiles that import accounts, currencies, categories, tags or entities. - CSV and Excel rows take the run's account before deduplication, so rules comparing `account` check against the picked account. The profile's account mapping is skipped for these rows. - QIF files use the run's account instead of the account named after the file. - The import API accepts an optional `account_id`, limited to accounts the user can access, rejected for profiles that don't import transactions, and returns `account` on import runs. Leaving the account empty keeps the current behaviour. Closes #538
64 lines
1.9 KiB
Python
64 lines
1.9 KiB
Python
from django.utils.translation import gettext_lazy as _
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from rest_framework import serializers
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from apps.accounts.models import Account
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from apps.import_app.models import ImportProfile, ImportRun
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class ImportProfileSerializer(serializers.ModelSerializer):
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"""Serializer for listing import profiles."""
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class Meta:
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model = ImportProfile
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fields = ["id", "name", "version", "yaml_config"]
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class ImportRunSerializer(serializers.ModelSerializer):
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"""Serializer for listing import runs."""
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class Meta:
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model = ImportRun
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fields = [
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"id",
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"status",
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"profile",
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"file_name",
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"account",
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"logs",
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"processed_rows",
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"total_rows",
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"successful_rows",
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"skipped_rows",
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"failed_rows",
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"started_at",
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"finished_at",
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]
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class ImportFileSerializer(serializers.Serializer):
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"""Serializer for uploading a file to import using an existing profile."""
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profile_id = serializers.PrimaryKeyRelatedField(
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queryset=ImportProfile.objects.all(), source="profile"
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)
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file = serializers.FileField()
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account_id = serializers.PrimaryKeyRelatedField(
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queryset=Account.objects.all(),
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source="account",
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required=False,
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allow_null=True,
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)
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def __init__(self, *args, **kwargs):
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super().__init__(*args, **kwargs)
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# Reload the querysets to get an updated version with the requesting user
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self.fields["profile_id"].queryset = ImportProfile.objects.all()
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self.fields["account_id"].queryset = Account.objects.all()
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def validate(self, data):
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if data.get("account") and not data["profile"].imports_transactions:
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raise serializers.ValidationError(
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{"account_id": _("Only transaction imports can use an account.")}
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)
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return data
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