whisper-money/app/Models
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
..
Concerns feat(spaces): phase 0 — multi-tenant Space foundation (no behaviour change) (#650) 2026-07-09 14:26:07 +02:00
Account.php feat(import): persist per-account import configuration on the backend (#698) 2026-07-18 16:10:40 +02:00
AccountBalance.php chore: upgrade Laravel 12 to 13 (#242) 2026-03-25 12:56:33 +00:00
AccountImportConfig.php feat(import): persist per-account import configuration on the backend (#698) 2026-07-18 16:10:40 +02:00
AiConsent.php feat(email): follow up after post-onboarding AI consent (#596) 2026-06-26 17:56:06 +00:00
AutomationRule.php feat(mcp): add write tools (Phase 2) (#690) 2026-07-17 15:25:03 +00:00
AutomationRuleLabel.php feat: add transaction labels feature (#24) 2025-12-13 13:02:19 +01:00
Bank.php refactor(api): standardize serialization via model $hidden (#492) 2026-06-05 13:57:34 +02:00
BankingConnection.php feat(spaces): phase 0 — multi-tenant Space foundation (no behaviour change) (#650) 2026-07-09 14:26:07 +02:00
BankingSyncLog.php fix(banking): retry failed sync connections and log every sync attempt (#251) 2026-03-31 11:34:35 +01:00
Budget.php feat(spaces): phase 0 — multi-tenant Space foundation (no behaviour change) (#650) 2026-07-09 14:26:07 +02:00
BudgetPeriod.php chore: upgrade Laravel 12 to 13 (#242) 2026-03-25 12:56:33 +00:00
BudgetTransaction.php fix(static-analysis): clear phpstan-baseline by fixing all suppressed errors (#183) 2026-03-02 12:22:30 +00:00
Category.php feat(spaces): phase 0 — multi-tenant Space foundation (no behaviour change) (#650) 2026-07-09 14:26:07 +02:00
CategoryCorrection.php feat(ai): auto-categorize transactions with AI (behind flag) (#535) 2026-06-15 16:35:20 +02:00
EncryptedMessage.php fix(static-analysis): clear phpstan-baseline by fixing all suppressed errors (#183) 2026-03-02 12:22:30 +00:00
ExchangeRate.php Preload exchange rates (#362) 2026-05-06 16:35:49 +01:00
IntegrationRequest.php feat(integration-requests): add not-doable status with a public comment (#552) 2026-06-17 16:36:32 +02:00
IntegrationRequestVote.php feat(integration-requests): community board to request & vote bank integrations (#550) 2026-06-17 12:50:51 +00:00
Label.php feat(spaces): phase 0 — multi-tenant Space foundation (no behaviour change) (#650) 2026-07-09 14:26:07 +02:00
LabelTransaction.php feat: add transaction labels feature (#24) 2025-12-13 13:02:19 +01:00
LoanDetail.php refactor(api): standardize serialization via model $hidden (#492) 2026-06-05 13:57:34 +02:00
RealEstateDetail.php refactor(api): standardize serialization via model $hidden (#492) 2026-06-05 13:57:34 +02:00
RuleSuggestion.php feat(ai): suggest automation rules during onboarding (#523) 2026-06-13 22:51:15 +02:00
SavedFilter.php feat(spaces): phase 0 — multi-tenant Space foundation (no behaviour change) (#650) 2026-07-09 14:26:07 +02:00
Space.php feat(spaces): phase 0 — multi-tenant Space foundation (no behaviour change) (#650) 2026-07-09 14:26:07 +02:00
SpaceInvitation.php feat(spaces): phase 0 — multi-tenant Space foundation (no behaviour change) (#650) 2026-07-09 14:26:07 +02:00
StuckCohortSnapshot.php feat(stats): weekly paywall stuck-cohort report to Discord (#563) 2026-06-19 14:12:51 +00:00
SuggestionRun.php feat(ai): suggest automation rules during onboarding (#523) 2026-06-13 22:51:15 +02:00
Transaction.php feat(transactions): allow editing all fields of manual transactions (#683) 2026-07-16 08:59:10 +02:00
User.php feat(mcp): read-only MCP server for Pro accounts (#689) 2026-07-17 16:54:15 +02:00
UserLead.php feat(leads): add user lead re-invite campaign (#432) 2026-05-26 08:35:31 +02:00
UserMailLog.php feat: Send custom emails to users (#52) 2026-01-09 09:33:19 +01:00
UserSetting.php feat(settings): let users disable bank transactions email (#472) 2026-06-02 12:24:39 +02:00