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load / save rules for batch replacing transaction categories / accounts / tags when import transactions

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MaysWind
2025-07-20 01:51:20 +08:00
parent 428bcba56e
commit 8da4f65048
14 changed files with 779 additions and 11 deletions
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src/views/desktop/transactions/import/ImportDialog.vue
+81
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@@ -158,6 +158,11 @@
:title="tt('Replace Invalid Transaction Tags')"
@click="showReplaceInvalidItemDialog('tag', allInvalidTransactionTagNames)"></v-list-item>
<v-divider class="my-2"/>
<v-list-item :prepend-icon="mdiFindReplace"
:disabled="!!editingTransaction"
:title="tt('Batch Replace Categories / Accounts / Tags')"
@click="showReplaceAllTypesDialog()"></v-list-item>
<v-divider class="my-2"/>
<v-list-item :prepend-icon="mdiShapePlusOutline"
:disabled="!!editingTransaction || !allInvalidExpenseCategoryNames || allInvalidExpenseCategoryNames.length < 1"
:title="tt('Create Nonexistent Expense Categories')"
@@ -862,6 +867,7 @@
@dateRange:change="changeCustomDateFilter"
@error="onShowDateRangeError" />
<batch-replace-dialog ref="batchReplaceDialog" />
<batch-replace-all-types-dialog ref="batchReplaceAllTypesDialog" />
<batch-create-dialog ref="batchCreateDialog" />
<confirm-dialog ref="confirmDialog"/>
<snack-bar ref="snackbar" />
@@ -874,6 +880,7 @@ import PaginationButtons from '@/components/desktop/PaginationButtons.vue';
import ConfirmDialog from '@/components/desktop/ConfirmDialog.vue';
import SnackBar from '@/components/desktop/SnackBar.vue';
import BatchReplaceDialog, { type BatchReplaceDialogDataType } from './dialogs/BatchReplaceDialog.vue';
import BatchReplaceAllTypesDialog from './dialogs/BatchReplaceAllTypesDialog.vue';
import BatchCreateDialog, { type BatchCreateDialogDataType } from './dialogs/BatchCreateDialog.vue';
import { ref, computed, useTemplateRef, watch } from 'vue';
@@ -962,6 +969,7 @@ import {
type ConfirmDialogType = InstanceType<typeof ConfirmDialog>;
type SnackBarType = InstanceType<typeof SnackBar>;
type BatchReplaceDialogType = InstanceType<typeof BatchReplaceDialog>;
type BatchReplaceAllTypesDialogType = InstanceType<typeof BatchReplaceAllTypesDialog>;
type BatchCreateDialogType = InstanceType<typeof BatchCreateDialog>;
type ImportTransactionDialogStep = 'uploadFile' | 'defineColumn' | 'checkData' | 'finalResult';
@@ -1007,6 +1015,7 @@ const statisticsStore = useStatisticsStore();
const confirmDialog = useTemplateRef<ConfirmDialogType>('confirmDialog');
const snackbar = useTemplateRef<SnackBarType>('snackbar');
const batchReplaceDialog = useTemplateRef<BatchReplaceDialogType>('batchReplaceDialog');
const batchReplaceAllTypesDialog = useTemplateRef<BatchReplaceAllTypesDialogType>('batchReplaceAllTypesDialog');
const batchCreateDialog = useTemplateRef<BatchCreateDialogType>('batchCreateDialog');
const fileInput = useTemplateRef<HTMLInputElement>('fileInput');
@@ -2479,6 +2488,78 @@ function showReplaceInvalidItemDialog(type: BatchReplaceDialogDataType, invalidI
});
}
function showReplaceAllTypesDialog(): void {
if (editingTransaction.value) {
return;
}
batchReplaceAllTypesDialog.value?.open({
expenseCategoryNames: allInvalidExpenseCategoryNames.value,
incomeCategoryNames: allInvalidIncomeCategoryNames.value,
transferCategoryNames: allInvalidTransferCategoryNames.value,
accountNames: allInvalidAccountNames.value,
tagNames: allInvalidTransactionTagNames.value
}).then(result => {
if (!result || !result.rules) {
return;
}
let updatedCount = 0;
if (importTransactions.value) {
for (let i = 0; i < importTransactions.value.length; i++) {
const transaction: ImportTransaction = importTransactions.value[i];
let updated = false;
for (let j = 0; j < result.rules.length; j++) {
const rule = result.rules[j];
if (!rule || !rule.dataType || !rule.sourceValue || !rule.targetId) {
continue;
}
if (rule.dataType === 'expenseCategory' || rule.dataType === 'incomeCategory' || rule.dataType === 'transferCategory') {
if (transaction.type !== TransactionType.ModifyBalance && transaction.originalCategoryName === rule.sourceValue) {
transaction.categoryId = rule.targetId;
updated = true;
}
} else if (rule.dataType === 'account') {
if (transaction.originalSourceAccountName === rule.sourceValue) {
transaction.sourceAccountId = rule.targetId;
updated = true;
}
if (transaction.type === TransactionType.Transfer && transaction.originalDestinationAccountName === rule.sourceValue) {
transaction.destinationAccountId = rule.targetId;
updated = true;
}
} else if (rule.dataType === 'tag' && transaction.tagIds) {
for (let k = 0; k < transaction.tagIds.length; k++) {
const originalTagName = transaction.originalTagNames ? transaction.originalTagNames[k] : "";
if (originalTagName === rule.sourceValue) {
transaction.tagIds[k] = rule.targetId;
updated = true;
}
}
}
}
if (updated) {
updatedCount++;
updateTransactionData(transaction);
}
}
}
if (updatedCount > 0) {
snackbar.value?.showMessage('format.misc.youHaveUpdatedTransactions', {
count: updatedCount
});
}
});
}
function showBatchCreateInvalidItemDialog(type: BatchCreateDialogDataType, invalidItems: NameValue[]): void {
if (editingTransaction.value) {
return;