whisper-money/resources/js/components/accounts
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
..
import-balances feat(importer): support YYYYMMDD date format (#470) 2026-06-01 16:44:46 +02:00
account-balance-chart.tsx feat(accounts): show projection on real estate chart (#338) 2026-04-27 08:08:12 +01:00
account-form.tsx feat(real-estate): auto-calculate revaluation % and generate historical balances (#253) 2026-04-15 12:18:33 +00:00
account-list-card.tsx feat(accounts): reorder accounts with drag-and-drop (#575) 2026-06-21 11:17:45 +02:00
account-name.tsx fix(dashboard): treat loans as debt in net worth (#238) 2026-03-20 09:55:53 +00:00
balances-modal.tsx fix(balances): propagate retroactive transaction changes to later balances (#682) 2026-07-16 08:38:02 +02:00
bank-combobox.tsx feat(settings): centralize currency options and split profile/account support (#256) 2026-04-02 19:23:10 +02:00
create-account-dialog.tsx feat: reuse the upgrade modal at more upsell points and attribute revenue (#699) 2026-07-18 12:53:20 +00:00
custom-bank-form.tsx feat: Spanish localization (#74) 2026-02-08 11:58:08 +01:00
delete-account-dialog.tsx fix(ux): improve status badge, hide balance update for connected accounts, localize delete confirm (#159) 2026-02-27 22:37:16 +00:00
edit-account-dialog.test.tsx Move account delete into edit modal (#410) 2026-05-20 16:46:13 +01:00
edit-account-dialog.tsx refactor(js): extract shared getCsrfToken util (#475) 2026-06-03 17:26:09 +02:00
edit-loan-detail-dialog.tsx feat(accounts): merge real estate accounts with linked mortgages in UI (#248) 2026-03-26 20:54:12 +01:00
import-balances-drawer.tsx feat(import): persist per-account import configuration on the backend (#698) 2026-07-18 16:10:40 +02:00
update-balance-dialog.tsx fix(balances): allow saving a zero balance (#664) 2026-07-10 15:02:38 +02:00