initial version
This commit is contained in:
alexandrev-tibco
@@ -0,0 +1,678 @@
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import Foundation
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import CoreData
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import Combine
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class ImportService {
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static let shared = ImportService()
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private init() {}
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struct ImportResult {
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let accountsCreated: Int
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let sourcesCreated: Int
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let snapshotsCreated: Int
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let errors: [String]
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}
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struct ImportProgress {
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let completed: Int
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let total: Int
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let message: String
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var fraction: Double {
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guard total > 0 else { return 0 }
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return min(max(Double(completed) / Double(total), 0), 1)
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}
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}
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enum ImportFormat {
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case csv
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case json
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}
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struct ImportedAccount {
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let name: String
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let currency: String?
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let inputMode: InputMode
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let notificationFrequency: NotificationFrequency
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let customFrequencyMonths: Int
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let categories: [ImportedCategory]
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}
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struct ImportedCategory {
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let name: String
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let colorHex: String?
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let icon: String?
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let sources: [ImportedSource]
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}
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struct ImportedSource {
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let name: String
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let snapshots: [ImportedSnapshot]
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}
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struct ImportedSnapshot {
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let date: Date
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let value: Decimal
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let contribution: Decimal?
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let notes: String?
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}
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func importData(
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content: String,
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format: ImportFormat,
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allowMultipleAccounts: Bool,
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defaultAccountName: String? = nil
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) -> ImportResult {
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switch format {
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case .csv:
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let parsed = parseCSV(
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content,
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allowMultipleAccounts: allowMultipleAccounts,
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defaultAccountName: defaultAccountName
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)
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return applyImport(parsed, context: CoreDataStack.shared.viewContext)
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case .json:
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let parsed = parseJSON(content, allowMultipleAccounts: allowMultipleAccounts)
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return applyImport(parsed, context: CoreDataStack.shared.viewContext)
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}
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}
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func importDataAsync(
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content: String,
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format: ImportFormat,
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allowMultipleAccounts: Bool,
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defaultAccountName: String? = nil,
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progress: @escaping (ImportProgress) -> Void
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) async -> ImportResult {
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await withCheckedContinuation { continuation in
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CoreDataStack.shared.performBackgroundTask { context in
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let parsed: [ImportedAccount]
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switch format {
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case .csv:
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parsed = self.parseCSV(
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content,
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allowMultipleAccounts: allowMultipleAccounts,
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defaultAccountName: defaultAccountName
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)
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case .json:
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parsed = self.parseJSON(content, allowMultipleAccounts: allowMultipleAccounts)
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}
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let totalSnapshots = parsed.reduce(0) { total, account in
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total + account.categories.reduce(0) { subtotal, category in
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subtotal + category.sources.reduce(0) { sourceTotal, source in
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sourceTotal + source.snapshots.count
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}
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}
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}
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DispatchQueue.main.async {
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progress(ImportProgress(completed: 0, total: totalSnapshots, message: "Importing data"))
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}
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let result = self.applyImport(parsed, context: context) { completed in
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DispatchQueue.main.async {
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progress(ImportProgress(
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completed: completed,
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total: totalSnapshots,
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message: "Imported \(completed) of \(totalSnapshots) snapshots"
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))
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}
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}
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continuation.resume(returning: result)
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}
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}
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}
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static func sampleCSV() -> String {
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return """
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Account,Category,Source,Date,Value,Contribution,Notes
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Personal,Stocks,Index Fund,2024-01-01,15000,12000,Long-term
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Personal,Crypto,BTC,2024-01-01,3200,,Cold storage
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Personal,Real Estate,Rental Property,2024-01-01,82000,80000,Estimated value
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"""
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}
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static func sampleJSON() -> String {
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return """
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{
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"version": 2,
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"currency": "EUR",
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"accounts": [{
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"name": "Personal",
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"inputMode": "simple",
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"notificationFrequency": "monthly",
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"categories": [{
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"name": "Stocks",
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"color": "#3B82F6",
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"icon": "chart.line.uptrend.xyaxis",
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"sources": [{
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"name": "Index Fund",
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"snapshots": [{
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"date": "2024-01-01T00:00:00Z",
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"value": 15000,
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"contribution": 12000
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}]
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}]
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}]
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}]
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}
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"""
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}
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// MARK: - Parsing
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private func parseCSV(
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_ content: String,
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allowMultipleAccounts: Bool,
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defaultAccountName: String?
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) -> [ImportedAccount] {
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let rows = parseCSVRows(content)
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guard rows.count > 1 else { return [] }
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let headers = rows[0].map { $0.lowercased().trimmingCharacters(in: .whitespaces) }
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let indexOfAccount = headers.firstIndex(of: "account")
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let indexOfCategory = headers.firstIndex(of: "category")
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let indexOfSource = headers.firstIndex(of: "source")
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let indexOfDate = headers.firstIndex(of: "date")
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let indexOfValue = headers.firstIndex(where: { $0.hasPrefix("value") })
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let indexOfContribution = headers.firstIndex(where: { $0.hasPrefix("contribution") })
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let indexOfNotes = headers.firstIndex(of: "notes")
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var grouped: [String: [String: [String: [ImportedSnapshot]]]] = [:]
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for row in rows.dropFirst() {
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let providedAccount = indexOfAccount.flatMap { row.safeValue(at: $0) }
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let fallbackAccount = defaultAccountName ?? "Personal"
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let normalizedAccount = (providedAccount ?? "")
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.trimmingCharacters(in: .whitespacesAndNewlines)
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let rawAccountName = normalizedAccount.isEmpty ? fallbackAccount : normalizedAccount
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let accountName = allowMultipleAccounts ? rawAccountName : "Personal"
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guard let categoryName = indexOfCategory.flatMap({ row.safeValue(at: $0) }), !categoryName.isEmpty,
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let sourceName = indexOfSource.flatMap({ row.safeValue(at: $0) }), !sourceName.isEmpty,
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let dateString = indexOfDate.flatMap({ row.safeValue(at: $0) }),
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let valueString = indexOfValue.flatMap({ row.safeValue(at: $0) }) else {
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continue
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}
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guard let date = parseDate(dateString),
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let value = parseDecimal(valueString) else { continue }
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let contribution = indexOfContribution
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.flatMap { row.safeValue(at: $0) }
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.flatMap(parseDecimal)
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let notes = indexOfNotes
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.flatMap { row.safeValue(at: $0) }
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.flatMap { $0.isEmpty ? nil : $0 }
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let snapshot = ImportedSnapshot(
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date: date,
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value: value,
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contribution: contribution,
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notes: notes
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)
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grouped[accountName, default: [:]][categoryName, default: [:]][sourceName, default: []].append(snapshot)
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}
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return grouped.map { accountName, categories in
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let importedCategories = categories.map { categoryName, sources in
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let importedSources = sources.map { sourceName, snapshots in
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ImportedSource(name: sourceName, snapshots: snapshots)
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}
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return ImportedCategory(name: categoryName, colorHex: nil, icon: nil, sources: importedSources)
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}
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return ImportedAccount(
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name: accountName,
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currency: nil,
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inputMode: .simple,
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notificationFrequency: .monthly,
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customFrequencyMonths: 1,
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categories: importedCategories
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)
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}
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}
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private func parseJSON(_ content: String, allowMultipleAccounts: Bool) -> [ImportedAccount] {
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guard let data = content.data(using: .utf8),
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let json = try? JSONSerialization.jsonObject(with: data) as? [String: Any] else {
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return []
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}
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if let accountsArray = json["accounts"] as? [[String: Any]] {
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return accountsArray.compactMap { accountDict in
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let rawName = accountDict["name"] as? String ?? "Personal"
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let name = allowMultipleAccounts ? rawName : "Personal"
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let currency = accountDict["currency"] as? String
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let inputMode = InputMode(rawValue: accountDict["inputMode"] as? String ?? "") ?? .simple
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let notificationFrequency = NotificationFrequency(
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rawValue: accountDict["notificationFrequency"] as? String ?? ""
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) ?? .monthly
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let customFrequencyMonths = accountDict["customFrequencyMonths"] as? Int ?? 1
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let categoriesArray = accountDict["categories"] as? [[String: Any]] ?? []
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let categories = categoriesArray.map { categoryDict in
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let categoryName = categoryDict["name"] as? String ?? "Uncategorized"
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let colorHex = categoryDict["color"] as? String
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let icon = categoryDict["icon"] as? String
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let sourcesArray = categoryDict["sources"] as? [[String: Any]] ?? []
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let sources = sourcesArray.map { sourceDict in
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let sourceName = sourceDict["name"] as? String ?? "Source"
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let snapshotsArray = sourceDict["snapshots"] as? [[String: Any]] ?? []
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let snapshots = snapshotsArray.compactMap { snapshotDict -> ImportedSnapshot? in
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guard let dateString = snapshotDict["date"] as? String,
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let date = ISO8601DateFormatter().date(from: dateString),
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let value = snapshotDict["value"] as? Double else {
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return nil
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}
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let contribution = (snapshotDict["contribution"] as? Double).map { Decimal($0) }
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let notes = snapshotDict["notes"] as? String
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return ImportedSnapshot(
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date: date,
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value: Decimal(value),
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contribution: contribution,
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notes: notes
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)
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}
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return ImportedSource(name: sourceName, snapshots: snapshots)
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}
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return ImportedCategory(
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name: categoryName,
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colorHex: colorHex,
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icon: icon,
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sources: sources
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)
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}
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return ImportedAccount(
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name: name,
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currency: currency,
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inputMode: inputMode,
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notificationFrequency: notificationFrequency,
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customFrequencyMonths: customFrequencyMonths,
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categories: categories
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)
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}
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}
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// Legacy JSON: categories only
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if let categoriesArray = json["categories"] as? [[String: Any]] {
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let categories = categoriesArray.map { categoryDict in
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let categoryName = categoryDict["name"] as? String ?? "Uncategorized"
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let colorHex = categoryDict["color"] as? String
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let icon = categoryDict["icon"] as? String
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let sourcesArray = categoryDict["sources"] as? [[String: Any]] ?? []
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let sources = sourcesArray.map { sourceDict in
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let sourceName = sourceDict["name"] as? String ?? "Source"
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let snapshotsArray = sourceDict["snapshots"] as? [[String: Any]] ?? []
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let snapshots = snapshotsArray.compactMap { snapshotDict -> ImportedSnapshot? in
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guard let dateString = snapshotDict["date"] as? String,
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let date = ISO8601DateFormatter().date(from: dateString),
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let value = snapshotDict["value"] as? Double else {
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return nil
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}
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let contribution = (snapshotDict["contribution"] as? Double).map { Decimal($0) }
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let notes = snapshotDict["notes"] as? String
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return ImportedSnapshot(
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date: date,
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value: Decimal(value),
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contribution: contribution,
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notes: notes
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)
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}
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return ImportedSource(name: sourceName, snapshots: snapshots)
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}
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return ImportedCategory(
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name: categoryName,
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colorHex: colorHex,
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icon: icon,
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sources: sources
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)
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}
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return [
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ImportedAccount(
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name: "Personal",
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currency: json["currency"] as? String,
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inputMode: .simple,
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notificationFrequency: .monthly,
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customFrequencyMonths: 1,
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categories: categories
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)
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]
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}
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return []
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}
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// MARK: - Apply Import
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private func applyImport(
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_ accounts: [ImportedAccount],
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context: NSManagedObjectContext,
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snapshotProgress: ((Int) -> Void)? = nil
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) -> ImportResult {
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let accountRepository = AccountRepository(context: context)
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let categoryRepository = CategoryRepository(context: context)
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let sourceRepository = InvestmentSourceRepository(context: context)
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let snapshotRepository = SnapshotRepository(context: context)
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var accountsCreated = 0
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var sourcesCreated = 0
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var snapshotsCreated = 0
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var errors: [String] = []
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var categoryLookup = buildCategoryLookup(from: categoryRepository.categories)
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let otherCategory = resolveExistingCategory(named: "Other", lookup: categoryLookup) ??
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categoryRepository.createCategory(
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name: "Other",
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colorHex: "#64748B",
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icon: "ellipsis.circle.fill"
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)
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categoryLookup[normalizedCategoryName(otherCategory.name)] = otherCategory
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var completionDatesByMonth: [String: Date] = [:]
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for importedAccount in accounts {
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let existingAccount = accountRepository.accounts.first(where: { $0.name == importedAccount.name })
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let account = existingAccount ?? accountRepository.createAccount(
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name: importedAccount.name,
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currency: importedAccount.currency,
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inputMode: importedAccount.inputMode,
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notificationFrequency: importedAccount.notificationFrequency,
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customFrequencyMonths: importedAccount.customFrequencyMonths
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)
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if existingAccount == nil {
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accountsCreated += 1
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}
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for importedCategory in importedAccount.categories {
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let existingCategory = resolveExistingCategory(
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named: importedCategory.name,
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lookup: categoryLookup
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)
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let shouldUseOther = existingCategory == nil &&
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importedCategory.colorHex == nil &&
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importedCategory.icon == nil
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let resolvedName = canonicalCategoryName(for: importedCategory.name) ?? importedCategory.name
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let category = existingCategory ?? (shouldUseOther
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? otherCategory
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: categoryRepository.createCategory(
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name: resolvedName,
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colorHex: importedCategory.colorHex ?? "#3B82F6",
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icon: importedCategory.icon ?? "chart.pie.fill"
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))
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categoryLookup[normalizedCategoryName(category.name)] = category
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for importedSource in importedCategory.sources {
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let existingSource = sourceRepository.sources.first(where: {
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$0.name == importedSource.name && $0.account?.id == account.id
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})
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let source = existingSource ?? sourceRepository.createSource(
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name: importedSource.name,
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category: category,
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notificationFrequency: importedAccount.notificationFrequency,
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||||
customFrequencyMonths: importedAccount.customFrequencyMonths
|
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)
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||||
source.account = account
|
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if existingSource == nil {
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sourcesCreated += 1
|
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}
|
||||
|
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for snapshot in importedSource.snapshots {
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snapshotRepository.createSnapshot(
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for: source,
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||||
date: snapshot.date,
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||||
value: snapshot.value,
|
||||
contribution: snapshot.contribution,
|
||||
notes: snapshot.notes
|
||||
)
|
||||
snapshotsCreated += 1
|
||||
snapshotProgress?(snapshotsCreated)
|
||||
|
||||
let monthKey = MonthlyCheckInStore.monthKey(for: snapshot.date)
|
||||
if let existingDate = completionDatesByMonth[monthKey] {
|
||||
if snapshot.date > existingDate {
|
||||
completionDatesByMonth[monthKey] = snapshot.date
|
||||
}
|
||||
} else {
|
||||
completionDatesByMonth[monthKey] = snapshot.date
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
if context.hasChanges {
|
||||
do {
|
||||
try context.save()
|
||||
} catch {
|
||||
errors.append("Failed to save imported data.")
|
||||
}
|
||||
}
|
||||
|
||||
if !completionDatesByMonth.isEmpty {
|
||||
for (monthKey, completionDate) in completionDatesByMonth {
|
||||
let formatter = DateFormatter()
|
||||
formatter.dateFormat = "yyyy-MM"
|
||||
if let monthDate = formatter.date(from: monthKey) {
|
||||
MonthlyCheckInStore.setCompletionDate(completionDate, for: monthDate)
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
return ImportResult(
|
||||
accountsCreated: accountsCreated,
|
||||
sourcesCreated: sourcesCreated,
|
||||
snapshotsCreated: snapshotsCreated,
|
||||
errors: errors
|
||||
)
|
||||
}
|
||||
|
||||
private func resolveExistingCategory(
|
||||
named rawName: String,
|
||||
lookup: [String: Category]
|
||||
) -> Category? {
|
||||
if let canonical = canonicalCategoryName(for: rawName) {
|
||||
let canonicalKey = normalizedCategoryName(canonical)
|
||||
if let match = lookup[canonicalKey] {
|
||||
return match
|
||||
}
|
||||
}
|
||||
return lookup[normalizedCategoryName(rawName)]
|
||||
}
|
||||
|
||||
private func buildCategoryLookup(from categories: [Category]) -> [String: Category] {
|
||||
var lookup: [String: Category] = [:]
|
||||
for category in categories {
|
||||
lookup[normalizedCategoryName(category.name)] = category
|
||||
}
|
||||
return lookup
|
||||
}
|
||||
|
||||
private func canonicalCategoryName(for rawName: String) -> String? {
|
||||
let normalized = normalizedCategoryName(rawName)
|
||||
for mapping in categoryAliasMappings {
|
||||
if mapping.aliases.contains(where: { normalizedCategoryName($0) == normalized }) {
|
||||
return mapping.canonical
|
||||
}
|
||||
}
|
||||
return nil
|
||||
}
|
||||
|
||||
private func normalizedCategoryName(_ value: String) -> String {
|
||||
let trimmed = value.trimmingCharacters(in: .whitespacesAndNewlines)
|
||||
let normalized = trimmed.folding(
|
||||
options: [.diacriticInsensitive, .caseInsensitive],
|
||||
locale: .current
|
||||
)
|
||||
return normalized.replacingOccurrences(
|
||||
of: "\\s+",
|
||||
with: " ",
|
||||
options: .regularExpression
|
||||
)
|
||||
}
|
||||
|
||||
private var categoryAliasMappings: [(canonical: String, aliases: [String])] {
|
||||
[
|
||||
(
|
||||
canonical: "Stocks",
|
||||
aliases: ["Stocks", "category_stocks", String(localized: "category_stocks"), "Acciones"]
|
||||
),
|
||||
(
|
||||
canonical: "Bonds",
|
||||
aliases: ["Bonds", "category_bonds", String(localized: "category_bonds"), "Bonos"]
|
||||
),
|
||||
(
|
||||
canonical: "Real Estate",
|
||||
aliases: ["Real Estate", "category_real_estate", String(localized: "category_real_estate"), "Inmobiliario"]
|
||||
),
|
||||
(
|
||||
canonical: "Crypto",
|
||||
aliases: ["Crypto", "category_crypto", String(localized: "category_crypto"), "Cripto"]
|
||||
),
|
||||
(
|
||||
canonical: "Cash",
|
||||
aliases: ["Cash", "category_cash", String(localized: "category_cash"), "Efectivo"]
|
||||
),
|
||||
(
|
||||
canonical: "ETFs",
|
||||
aliases: ["ETFs", "category_etfs", String(localized: "category_etfs"), "ETF"]
|
||||
),
|
||||
(
|
||||
canonical: "Retirement",
|
||||
aliases: ["Retirement", "category_retirement", String(localized: "category_retirement"), "Jubilación"]
|
||||
),
|
||||
(
|
||||
canonical: "Other",
|
||||
aliases: [
|
||||
"Other",
|
||||
"category_other",
|
||||
String(localized: "category_other"),
|
||||
"Uncategorized",
|
||||
"uncategorized",
|
||||
String(localized: "uncategorized"),
|
||||
"Otros",
|
||||
"Sin categoría"
|
||||
]
|
||||
)
|
||||
]
|
||||
}
|
||||
|
||||
// MARK: - CSV Helpers
|
||||
|
||||
private func parseCSVRows(_ content: String) -> [[String]] {
|
||||
var rows: [[String]] = []
|
||||
var currentRow: [String] = []
|
||||
var currentField = ""
|
||||
var insideQuotes = false
|
||||
|
||||
for char in content {
|
||||
if char == "\"" {
|
||||
insideQuotes.toggle()
|
||||
continue
|
||||
}
|
||||
|
||||
if char == "," && !insideQuotes {
|
||||
currentRow.append(currentField)
|
||||
currentField = ""
|
||||
continue
|
||||
}
|
||||
|
||||
if char == "\n" && !insideQuotes {
|
||||
currentRow.append(currentField)
|
||||
rows.append(currentRow.map { $0.trimmingCharacters(in: .whitespaces) })
|
||||
currentRow = []
|
||||
currentField = ""
|
||||
continue
|
||||
}
|
||||
|
||||
currentField.append(char)
|
||||
}
|
||||
|
||||
if !currentField.isEmpty || !currentRow.isEmpty {
|
||||
currentRow.append(currentField)
|
||||
rows.append(currentRow.map { $0.trimmingCharacters(in: .whitespaces) })
|
||||
}
|
||||
|
||||
return rows
|
||||
}
|
||||
|
||||
private func parseDate(_ value: String) -> Date? {
|
||||
let trimmed = value.trimmingCharacters(in: .whitespacesAndNewlines)
|
||||
if trimmed.isEmpty { return nil }
|
||||
|
||||
if let iso = ISO8601DateFormatter().date(from: trimmed) {
|
||||
return iso
|
||||
}
|
||||
|
||||
let formats = [
|
||||
"yyyy-MM-dd",
|
||||
"yyyy/MM/dd",
|
||||
"dd/MM/yyyy",
|
||||
"MM/dd/yyyy",
|
||||
"dd-MM-yyyy",
|
||||
"MM-dd-yyyy",
|
||||
"yyyy-MM-dd HH:mm",
|
||||
"yyyy-MM-dd HH:mm:ss",
|
||||
"yyyy/MM/dd HH:mm",
|
||||
"yyyy/MM/dd HH:mm:ss",
|
||||
"dd/MM/yyyy HH:mm",
|
||||
"dd/MM/yyyy HH:mm:ss",
|
||||
"MM/dd/yyyy HH:mm",
|
||||
"MM/dd/yyyy HH:mm:ss",
|
||||
"dd-MM-yyyy HH:mm",
|
||||
"dd-MM-yyyy HH:mm:ss",
|
||||
"MM-dd-yyyy HH:mm",
|
||||
"MM-dd-yyyy HH:mm:ss",
|
||||
"dd/MM/yyyy h:mm a",
|
||||
"dd/MM/yyyy h:mm:ss a",
|
||||
"MM/dd/yyyy h:mm a",
|
||||
"MM/dd/yyyy h:mm:ss a",
|
||||
"dd-MM-yyyy h:mm a",
|
||||
"dd-MM-yyyy h:mm:ss a",
|
||||
"MM-dd-yyyy h:mm a",
|
||||
"MM-dd-yyyy h:mm:ss a"
|
||||
]
|
||||
|
||||
let formatter = DateFormatter()
|
||||
formatter.locale = Locale(identifier: "en_US_POSIX")
|
||||
formatter.timeZone = .current
|
||||
|
||||
for format in formats {
|
||||
formatter.dateFormat = format
|
||||
if let date = formatter.date(from: trimmed) {
|
||||
return date
|
||||
}
|
||||
}
|
||||
|
||||
return nil
|
||||
}
|
||||
|
||||
private func parseDecimal(_ value: String) -> Decimal? {
|
||||
let cleaned = value
|
||||
.replacingOccurrences(of: ",", with: ".")
|
||||
.trimmingCharacters(in: .whitespaces)
|
||||
guard !cleaned.isEmpty else { return nil }
|
||||
return Decimal(string: cleaned)
|
||||
}
|
||||
}
|
||||
|
||||
private extension Array where Element == String {
|
||||
func safeValue(at index: Int) -> String? {
|
||||
guard index >= 0, index < count else { return nil }
|
||||
return self[index]
|
||||
}
|
||||
}
|
||||
Reference in New Issue
Block a user