whisper-money/resources/js/components
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
..
accounts feat(import): persist per-account import configuration on the backend (#698) 2026-07-18 16:10:40 +02:00
automation-rules fix(security): scope job-status endpoints to owner + feature-area fixes (#627) 2026-07-03 14:49:32 +02:00
budgets feat: add catch-all budgets (#527) 2026-06-15 16:07:19 +00:00
cashflow feat(analysis): per-category 12-month spending drawer (#519) 2026-06-11 09:52:53 +02:00
categories feat(analysis): per-category 12-month spending drawer (#519) 2026-06-11 09:52:53 +02:00
charts feat(cashflow): expand income categories and fix Sankey label overlap (#672) 2026-07-13 07:28:14 +00:00
dashboard fix(accounts): show credit cards as positive and exclude them from net worth (#673) 2026-07-13 07:27:52 +00:00
icons Subscriptions (#15) 2025-12-06 19:09:56 +01:00
integration-requests feat(integration-requests): add done status and fix review command crash on orphaned author (#601) 2026-06-27 14:42:09 +00:00
labels refactor(js): use InputError for inline form errors (#483) 2026-06-03 19:01:21 +02:00
landing feat(landing): add go now button to redirect modal (#506) 2026-06-08 09:51:35 +02:00
onboarding fix(balances): allow saving a zero balance (#664) 2026-07-10 15:02:38 +02:00
open-banking feat: reuse the upgrade modal at more upsell points and attribute revenue (#699) 2026-07-18 12:53:20 +00:00
partials fix(header): keep mobile logo on one line, compact auth buttons (#512) 2026-06-09 14:44:35 +02:00
shared feat(ai): auto-categorize transactions with AI (behind flag) (#535) 2026-06-15 16:35:20 +02:00
subscription feat: reuse the upgrade modal at more upsell points and attribute revenue (#699) 2026-07-18 12:53:20 +00:00
transactions feat(import): persist per-account import configuration on the backend (#698) 2026-07-18 16:10:40 +02:00
ui fix(amount-input): allow negative amounts via a sign toggle on iOS (#674) 2026-07-14 16:13:39 +00:00
alert-error.tsx Set up a fresh Laravel app 2025-11-07 12:01:36 +00:00
app-content.tsx Set up a fresh Laravel app 2025-11-07 12:01:36 +00:00
app-logo-icon.tsx refactor(encryption): strip client-side transaction encryption (#514) 2026-06-20 16:13:26 +00:00
app-logo.tsx Add animated logo icon that transitions based on encryption key state 2025-12-12 11:24:42 +01:00
app-shell.tsx Set up a fresh Laravel app 2025-11-07 12:01:36 +00:00
app-sidebar-header.tsx fix: keep iOS content below the notch (#280) 2026-04-13 13:59:05 +01:00
app-sidebar.tsx fix: move community link to user menu (#442) 2026-05-27 17:39:26 +02:00
appearance-tabs.tsx feat: Spanish localization (#74) 2026-02-08 11:58:08 +01:00
bank-logo.tsx feat: Integrate EnableBanking as open banking provider (#106) 2026-02-12 09:09:28 +01:00
breadcrumbs.tsx feat: Spanish localization (#74) 2026-02-08 11:58:08 +01:00
delete-user.tsx fix(account): block deletion while subscription or trial is active (#531) 2026-06-14 20:46:44 +02:00
encryption-key-button.tsx feat: Spanish localization (#74) 2026-02-08 11:58:08 +01:00
heading-small.tsx Add Budgeting Feature to Track and Manage Spending (#36) 2026-01-21 15:25:50 +01:00
heading.tsx Set up a fresh Laravel app 2025-11-07 12:01:36 +00:00
icon.tsx Set up a fresh Laravel app 2025-11-07 12:01:36 +00:00
input-error.tsx Set up a fresh Laravel app 2025-11-07 12:01:36 +00:00
mobile-back-button.tsx fix(haptics): use a local WebHaptics wrapper (#225) 2026-03-16 11:26:04 +00:00
nav-footer.tsx feat: Spanish localization (#74) 2026-02-08 11:58:08 +01:00
nav-main.tsx fix(haptics): use a local WebHaptics wrapper (#225) 2026-03-16 11:26:04 +00:00
nav-user.tsx feat(integration-requests): community board to request & vote bank integrations (#550) 2026-06-17 12:50:51 +00:00
pro-badge.tsx feat(mcp): read-only MCP server for Pro accounts (#689) 2026-07-17 16:54:15 +02:00
sortable-grid.test.tsx fix(accounts): stop second long-press haptic on drag handle (#578) 2026-06-22 11:20:57 +02:00
sortable-grid.tsx fix(accounts): stop second long-press haptic on drag handle (#578) 2026-06-22 11:20:57 +02:00
support-dialog.tsx feat(support): add support link with community-first help modal (#542) 2026-06-16 13:16:04 +02:00
text-link.tsx Set up a fresh Laravel app 2025-11-07 12:01:36 +00:00
two-factor-recovery-codes.tsx feat: Spanish localization (#74) 2026-02-08 11:58:08 +01:00
two-factor-setup-modal.tsx feat: Spanish localization (#74) 2026-02-08 11:58:08 +01:00
unlock-message-dialog.tsx feat(auth): show/hide toggle on password fields (#499) 2026-06-06 11:42:20 +02:00
user-info.tsx feat: Update facehash and enable blink 2026-02-24 15:54:49 +01:00
user-menu-content.test.tsx feat(integration-requests): community board to request & vote bank integrations (#550) 2026-06-17 12:50:51 +00:00
user-menu-content.tsx feat(integration-requests): community board to request & vote bank integrations (#550) 2026-06-17 12:50:51 +00:00