whisper-money/resources/js/lib
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
..
banking-connections.test.ts fix(open-banking): only block re-adding a bank when a live connection exists (#569) 2026-06-20 13:09:04 +02:00
banking-connections.ts fix(open-banking): only block re-adding a bank when a live connection exists (#569) 2026-06-20 13:09:04 +02:00
category-tree.test.ts feat: parent/child category tree (#474) 2026-06-03 19:30:12 +02:00
category-tree.ts feat: parent/child category tree (#474) 2026-06-03 19:30:12 +02:00
chart-calculations.test.ts fix(accounts): show credit cards as positive and exclude them from net worth (#673) 2026-07-13 07:27:52 +00:00
chart-calculations.ts fix(accounts): show credit cards as positive and exclude them from net worth (#673) 2026-07-13 07:27:52 +00:00
chart-tooltip-position.test.ts fix(chart): stop tooltip render loop crashing the dashboard (PHP-LARAVEL-3B) (#657) 2026-07-07 18:39:09 +00:00
chart-tooltip-position.ts fix(chart): stop tooltip render loop crashing the dashboard (PHP-LARAVEL-3B) (#657) 2026-07-07 18:39:09 +00:00
chunk-load-recovery.test.ts Fix Vite asset preload recovery (#399) 2026-05-14 15:59:08 +02:00
chunk-load-recovery.ts Fix Vite asset preload recovery (#399) 2026-05-14 15:59:08 +02:00
connect-providers.tsx feat(banking): enable Interactive Brokers for all users (#593) 2026-06-26 11:03:21 +02:00
crypto.ts refactor(encryption): strip client-side transaction encryption (#514) 2026-06-20 16:13:26 +00:00
csrf.test.ts refactor(js): extract shared getCsrfToken util (#475) 2026-06-03 17:26:09 +02:00
csrf.ts refactor(js): extract shared getCsrfToken util (#475) 2026-06-03 17:26:09 +02:00
cursor-pagination.test.ts Fix Sentry transaction and dashboard crashes (#372) 2026-05-10 11:10:31 +01:00
cursor-pagination.ts Fix Sentry transaction and dashboard crashes (#372) 2026-05-10 11:10:31 +01:00
debug.ts fix: make useIsMobile hook and utility functions SSR-safe 2025-12-08 17:33:54 +01:00
dexie-db.ts fix(sync): don't crash when IndexedDB is unavailable (PHP-LARAVEL-43) (#654) 2026-07-07 04:59:10 +00:00
file-parser.test.ts fix(import): honor selected date format for CSV imports (#494) 2026-06-05 15:10:48 +02:00
file-parser.ts fix(import): honor selected date format for CSV imports (#494) 2026-06-05 15:10:48 +02:00
import-config-storage.ts feat(import): persist per-account import configuration on the backend (#698) 2026-07-18 16:10:40 +02:00
key-storage.ts refactor(encryption): strip client-side transaction encryption (#514) 2026-06-20 16:13:26 +00:00
media-query.test.ts fix(appearance): support MediaQueryList change events on legacy Safari (PHP-LARAVEL-41) (#646) 2026-07-05 17:03:35 +00:00
media-query.ts fix(appearance): support MediaQueryList change events on legacy Safari (PHP-LARAVEL-41) (#646) 2026-07-05 17:03:35 +00:00
new-transactions.test.ts feat(transactions): make new-transaction marker cross-device (#611) 2026-06-29 19:11:37 +02:00
new-transactions.ts feat(transactions): make new-transaction marker cross-device (#611) 2026-06-29 19:11:37 +02:00
orphan-components.test.ts chore(frontend): add orphan component detection and remove dead components (#181) 2026-03-02 12:43:27 +01:00
posthog.test.ts Harden browser storage and PostHog recording (#402) 2026-05-14 15:57:48 +02:00
posthog.ts feat(posthog): route analytics through reverse proxy (#463) 2026-06-01 09:29:30 +02:00
rule-builder-utils.test.ts feat(transactions): add counterparty fields (#440) 2026-05-27 16:20:55 +02:00
rule-builder-utils.ts feat: parent/child category tree (#474) 2026-06-03 19:30:12 +02:00
rule-engine-parity.test.ts refactor: consolidate duplicated financial calculations (#643) 2026-07-04 22:26:44 +02:00
rule-engine.ts feat(transactions): add counterparty fields (#440) 2026-05-27 16:20:55 +02:00
sankey-utils.ts Render the Cashflow Sankey with recharts (responsive + expense drill-down) (#670) 2026-07-12 16:26:17 +00:00
sentry.test.ts fix(sentry): drop browser-extension noise before sending events (#568) 2026-06-20 12:47:05 +02:00
sentry.ts fix(sentry): drop browser-extension noise before sending events (#568) 2026-06-20 12:47:05 +02:00
subscription-payment-issue-toast.test.ts feat: keep past due subscriptions active (#416) 2026-05-22 10:19:11 +01:00
subscription-payment-issue-toast.ts feat: keep past due subscriptions active (#416) 2026-05-22 10:19:11 +01:00
sync-manager.test.ts fix(sync): don't crash when IndexedDB is unavailable (PHP-LARAVEL-43) (#654) 2026-07-07 04:59:10 +00:00
sync-manager.ts fix(sync): don't crash when IndexedDB is unavailable (PHP-LARAVEL-43) (#654) 2026-07-07 04:59:10 +00:00
transaction-delete-confirmation.test.ts Fix Spanish translations in category and delete flows (#397) 2026-05-14 11:36:53 +01:00
transaction-delete-confirmation.ts Fix Spanish translations in category and delete flows (#397) 2026-05-14 11:36:53 +01:00
transaction-filter-serialization.ts feat(transactions): save and reuse transaction filters (#496) 2026-06-05 18:00:14 +02:00
transaction-re-evaluation.test.ts Add labels to automation rules (#379) 2026-05-11 14:56:25 +02:00
transaction-re-evaluation.ts Add labels to automation rules (#379) 2026-05-11 14:56:25 +02:00
utils.ts Prevent duplicate notes when re-evaluating automation rules 2025-12-04 16:42:54 +01:00