whisper-money/app/Http/Controllers
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
..
Ai fix(security): scope job-status endpoints to owner + feature-area fixes (#627) 2026-07-03 14:49:32 +02:00
Api feat(import): persist per-account import configuration on the backend (#698) 2026-07-18 16:10:40 +02:00
Auth fix: verify email via signed link without requiring login (#490) 2026-06-05 10:01:32 +02:00
OpenBanking refactor(open-banking): extract shared connect-controller flow into a base class (#639) 2026-07-04 20:24:54 +02:00
Settings feat(mcp): add OAuth 2.1 for Claude Desktop & ChatGPT connectors (Phase 3) (#691) 2026-07-17 19:10:48 +02:00
Sync refactor(api): standardize serialization via model $hidden (#492) 2026-06-05 13:57:34 +02:00
AccountBalanceController.php feat: investment benefits — show gains/losses on investment accounts (#140) 2026-02-23 13:59:10 +01:00
AccountController.php perf(accounts): defer the account ledger prop on show (#632) 2026-07-03 17:40:08 +02:00
BudgetController.php feat: add catch-all budgets (#527) 2026-06-15 16:07:19 +00:00
CashflowController.php refactor(api): standardize serialization via model $hidden (#492) 2026-06-05 13:57:34 +02:00
Controller.php Set up a fresh Laravel app 2025-11-07 12:01:36 +00:00
DashboardController.php refactor: consolidate duplicated financial calculations (#643) 2026-07-04 22:26:44 +02:00
EncryptionController.php refactor(encryption): strip client-side transaction encryption (#514) 2026-06-20 16:13:26 +00:00
IntegrationRequestController.php feat(integration-requests): add done status and fix review command crash on orphaned author (#601) 2026-06-27 14:42:09 +00:00
LoanDetailController.php feat(loans): backfill historical balances on loan creation (#322) 2026-04-24 13:09:34 +01:00
OnboardingController.php feat(ai): defer per-transaction categorization until onboarding completes (#536) 2026-06-15 17:33:26 +02:00
ReEvaluateTransactionRulesController.php fix(security): scope job-status endpoints to owner + feature-area fixes (#627) 2026-07-03 14:49:32 +02:00
RealEstateDetailController.php feat(accounts): add real estate asset tracking (#241) 2026-03-24 10:21:32 +00:00
RobotsController.php User Onboarding Flow (#23) 2025-12-12 13:06:08 +01:00
SitemapController.php SEO landing page 2025-11-25 11:33:11 +01:00
SubscriptionController.php feat: reuse the upgrade modal at more upsell points and attribute revenue (#699) 2026-07-18 12:53:20 +00:00
TransactionController.php feat(transactions): allow editing all fields of manual transactions (#683) 2026-07-16 08:59:10 +02:00
UserLeadController.php feat: verify waitlist leads (#285) 2026-04-14 11:26:01 +01:00