whisper-money/app/Enums
Víctor Falcón 4c83cb8b33
feat(import): persist per-account import configuration on the backend (#698)
## What & why

Import configuration (the CSV/Excel column mapping and date format a
user
sets up per account) was stored in the browser's `localStorage`, so it
never
followed the user to another device. Importing the same account's
statement on
mobile — or on a new machine — meant reconfiguring the mapping from
scratch.

This moves that configuration to the backend, keyed per account and per
import
type, so it's preconfigured and loaded automatically wherever the user
imports.

## Demo

Cross-device QA: import transactions on "device 1" with a custom column
mapping, then clear **all** cookies + local/session storage (simulating
a
fresh device), log back in, and start a new import — the mapping
(Description → *Movement*, Amount → *How Much*, date format
*DD-MM-YYYY*)
is auto-loaded from the backend with no manual setup.


https://github.com/user-attachments/assets/e449dfe9-3970-48d4-97ca-9e415c73835b



## How

- New `account_import_configs` table: one row per `(account_id, type)`
where
`type` is `transaction` or `balance`. The mapping + date format are
stored as
  an opaque `config` JSON blob (exactly what the client sends).
- `GET/PUT /api/accounts/{account}/import-config`
(`AccountImportConfigController`),
authorized via the existing `AccountPolicy` (`view`/`update`) — mirrors
  `AccountBalanceController`. `PUT` upserts on `(account_id, type)`.
- Frontend: the two import-config storage helpers now read/write the
endpoint
via `axios` instead of `localStorage` (merged into a single module — the
  transaction and balance variants shared the same logic).
- The saved config is fetched **off the file-parse critical path**: the
parsed
file shows immediately with auto-detected columns, and the saved mapping
is
applied when it arrives (guarded so a slow load can't clobber a file
picked
afterwards). A slow or hanging request never blocks the preview or Next
  button. When no config exists or the request fails, it falls back to
  auto-detection exactly as before.

## Notes / decisions

- **No localStorage migration.** Existing per-device configs aren't
migrated;
on the next import the mapping is auto-detected and re-saved to the
backend,
so it self-heals after one import. The old `import_config_account_*`
keys are
  simply no longer read.
- The mapping-validity check against the actual file headers stays
client-side
  (it depends on the just-parsed file).

## Testing

- `tests/Feature/AccountImportConfigTest.php` (9 tests): auth required,
  cross-user 403 on read and write, save→persist→load round-trip, upsert
  de-duplication, transaction/balance independence, and validation
  (unknown type, missing column mapping).
- Sibling suites green (`AccountBalanceControllerTest`,
`SavedFilterTest`) —
no regression from the new `Account::importConfigs()` relation or
routes.
2026-07-18 16:10:40 +02:00
..
AccountType.php fix(accounts): show credit cards as positive and exclude them from net worth (#673) 2026-07-13 07:27:52 +00:00
AnalysisMode.php feat(analysis): project-aware transaction analysis (#513) 2026-06-09 15:32:07 +02:00
BankingConnectionStatus.php feat: Integrate EnableBanking as open banking provider (#106) 2026-02-12 09:09:28 +01:00
BankingProvider.php feat(banking): add Interactive Brokers sync via Flex Web Service (#581) 2026-06-23 11:39:24 +02:00
BankingSyncLogStatus.php fix(banking): retry failed sync connections and log every sync attempt (#251) 2026-03-31 11:34:35 +01:00
BudgetPeriodType.php Add yearly budget period (#384) 2026-05-12 13:35:25 +02:00
CategoryCashflowDirection.php feat(cashflow): track transfer categories in trends (#236) 2026-03-18 14:02:47 +00:00
CategoryColor.php Add category type field support (#2) 2025-12-01 20:19:47 +01:00
CategoryDeletionStrategy.php feat: parent/child category tree (#474) 2026-06-03 19:30:12 +02:00
CategorySource.php feat(ai): auto-categorize transactions with AI (behind flag) (#535) 2026-06-15 16:35:20 +02:00
CategoryType.php feat(cashflow): add savings and period views (#424) 2026-05-25 16:41:00 +02:00
ChartColorScheme.php Add chart color scheme setting (#101) 2026-02-28 12:58:21 +01:00
DripEmailType.php feat(email): follow up after post-onboarding AI consent (#596) 2026-06-26 17:56:06 +00:00
ImportConfigType.php feat(import): persist per-account import configuration on the backend (#698) 2026-07-18 16:10:40 +02:00
IntegrationRequestStatus.php feat(integration-requests): add done status and fix review command crash on orphaned author (#601) 2026-06-27 14:42:09 +00:00
LabelColor.php feat: add transaction labels feature (#24) 2025-12-13 13:02:19 +01:00
LeadCohort.php feat(leads): cohort-based launch invitations with per-user Stripe coupons (#333) 2026-04-30 15:10:28 +01:00
Locale.php refactor: centralize duplicated provider & locale keys into enums (#543) 2026-06-16 13:43:14 +00:00
PlanFeature.php feat(mcp): read-only MCP server for Pro accounts (#689) 2026-07-17 16:54:15 +02:00
PropertyType.php feat(accounts): add real estate asset tracking (#241) 2026-03-24 10:21:32 +00:00
RolloverType.php Add Budgeting Feature to Track and Manage Spending (#36) 2026-01-21 15:25:50 +01:00
RuleOrigin.php feat(ai): learn from category corrections so the AI stops repeating the same mistake (#608) 2026-06-29 19:12:15 +02:00
RuleSuggestionStatus.php feat(ai): suggest automation rules during onboarding (#523) 2026-06-13 22:51:15 +02:00
SuggestionRunStatus.php feat(ai): suggest automation rules during onboarding (#523) 2026-06-13 22:51:15 +02:00
TransactionSource.php feat: add Wise open banking integration with balance sync (#525) 2026-06-16 13:23:25 +00:00
UpsellSource.php feat: reuse the upgrade modal at more upsell points and attribute revenue (#699) 2026-07-18 12:53:20 +00:00