actual-importer/views/index.pug

html
  head
    title Actual Importer    
  
  body
    h1 Import transactions 
    
    form#prepareForm  
      p
        label(for="file") CSV File: 
        input(type="file" name="file" required)

      p 
        label(for="profile") Profile: 
        select(name="profile" required) 
          each profile in profiles
            option(value=profile selected=(defaultProfile === profile))= profile

      p 
        label(for="server") Server: 
        select(name="server" required) 
          each server in servers
            option(value=server selected=(defaultServer === server))= server            
      
      button(type="submit") Load

    div#prepare

    div#result
    
    script.
      const form = document.querySelector("#prepareForm");      

      function renderTable(transactions) {
        const div = document.createElement('div');
        div.innerHTML = `
          <h3>Pending transactions (${transactions.length})</h3>
        `;
        const table = document.createElement('table');
        const thead = document.createElement('thead');
        const tr = document.createElement('tr');
        tr.innerHTML = `
          <th>#</th>
          <th>Import</th>          
          <th>ID</th>
          <th>Kind</th>
          <th>Date</th>
          <th>From</th>
          <th>To</th>
          <th>Amount</th>
          <th>Title</th>
        `;

        thead.appendChild(tr);
        table.appendChild(thead);

        const tbody = document.createElement('tbody');  
        transactions.forEach((transaction, index) => {
          const row = document.createElement('tr');

          row.innerHTML = `
            <td>${index+1}</td>
            <td><input type="checkbox" id="transaction${index}" checked/></td>
            <td>${transaction.id}</td>
            <td>${transaction.kind}</td>
            <td>${transaction.date}</td>
            <td>${transaction.from}</td>
            <td>${transaction.to}</td>
            <td>${transaction.amount}</td>
            <td>${transaction.title}</td>
          `;

          tbody.appendChild(row);
        });      

        table.appendChild(tbody);
        div.appendChild(table);
        return div;
      }

      function renderSkipped(skipped) {
        const div = document.createElement('div');
        div.innerHTML = `
          <h3>Skipped CSV rows</h3>
          <p>The <tt>:::</tt> is CSV field delimiter</p>
          <pre>${skipped.map(d => d.join(" ::: ")).join("\n")}</pre>
        `

        return div;
      }

      function renderResult(result) {
        const resultWrapper = document.querySelector('#result');
        resultWrapper.innerHTML = `
        <h2>Import status</h3>
        <p>
          <ul>
            <li>Added: <strong>${result.added.length}</strong></li>
            <li>Updated: <strong>${result.updated.length}</strong></li>
            <li>Errors: <strong>${result?.errors?.length ?? 0}</strong></li>
          </ul>
          ${(result.errors?.length ?? 0) > 0 
            ? `<p>Errors: <ul>${result.errors?.map(e => `<li>${e.message}</li>`)}</ul></p>`
            : ""}  
        </p>
        `;
      }

      async function submitTransactions(config, transactions, opts) {
        const filtered = transactions.filter((transaction, index) => !!document.querySelector(`#transaction${index}`).checked);        

        if (filtered.length === 0) {
          return;
        }  

        try {                    
          const response = await fetch("/submit", {
            method: "POST",  
            headers: {
              'Content-Type': 'application/json'
            },          
            body: JSON.stringify({
              server: config.get('server'),
              transactions: filtered,
              opts
            }),
          });    

          const result = await response.json();             
          renderResult(result);
        } catch (e) {
          console.error(e);
        } 
      }      

      function renderPrepare(config, data) {
        document.querySelector('#result').innerHTML = '';
        const prepare = document.querySelector("#prepare");
        prepare.innerHTML = '';      

        const title = document.createElement("h2");
        title.innerHTML = "Prepare transactions to submit";        

        prepare.appendChild(title);
        prepare.appendChild(renderTable(data.transactions));
        prepare.appendChild(renderSkipped(data.skipped));

        const addForm = document.createElement("form");
        addForm.innerHTML = `
          <fieldset>
            <legend>Add</legend>
            <p>
              <label for="learn">Learn categories</label>
              <input type="checkbox" name="learn" />            
            </p>

            <p>
              <label for="transfers">Run transfers</label>
              <input type="checkbox" name="transfers" />
            </p>

            <button type="submit">Add</button>
          </fieldset>
        `;

        addForm.addEventListener("submit", async (e) => {
          e.preventDefault();
          const options = new FormData(addForm);
          const opts = {
            mode: 'add',
            learnCategories: !!options.get('learn'),
            runTransfers: !!options.get('transfers')
          };

          await submitTransactions(config, data.transactions, opts);
          prepare.innerHTML = '';
        });        

        const importForm = document.createElement("form");
        importForm.innerHTML = `
          <fieldset>
            <legend>Import</legend>
            <button type="submit">Import</button>
          </fieldset>
        `;

        importForm.addEventListener("submit", async (e) => {
          e.preventDefault();
          await submitTransactions(config, data.transactions, { mode: 'import' });
          prepare.innerHTML = '';
        });

        if (data.transactions.length > 0) {
          prepare.appendChild(addForm);
          prepare.appendChild(importForm);
        } else {
          const message = document.createElement('p');
          message.innerHTML = `
            <strong>No transactions to import</strong>
          `;
          prepare.appendChild(message);
        }
      }

      async function handlePrepare(e) {
        e.preventDefault();

        try {        
          const config = new FormData(form);  
          const response = await fetch("/prepare", {
            method: "POST",            
            body: config,
          });    

          const data = await response.json();             
          renderPrepare(config, data);
        } catch (e) {
          console.error(e);
        } 
      }

      form.addEventListener("submit", handlePrepare);