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Account-level import configuration templates #1946

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zachgoll merged 2 commits from zachgoll/import-templates into main 2025-03-05 02:10:01 +08:00
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zachgoll commented 2025-03-05 00:54:13 +08:00 (Migrated from github.com)
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This PR helps users who are importing monthly bank statements and need Maybe to "remember" the configuration they used for the previous import on a specific account. In the video below, notice how configuration properties and mapping values are automatically set for the user on the second import for the same account:

https://github.com/user-attachments/assets/0f9d0bfe-2d9c-4cca-bac4-369c70bd2789

This PR helps users who are importing monthly bank statements and need Maybe to "remember" the configuration they used for the previous import on a specific account. In the video below, notice how configuration properties _and_ mapping values are automatically set for the user on the _second_ import for the same account: https://github.com/user-attachments/assets/0f9d0bfe-2d9c-4cca-bac4-369c70bd2789
nikhilbadyal commented 2025-03-05 01:07:26 +08:00 (Migrated from github.com)
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image Can we have user selected `default format` as pre selected instead of selecting manually from the dropdown. Since user has explicitly setup the default date format during account setup. There are high chances that the be file being imported will have same date format. It just saves a extra click.
<img width="804" alt="image" src="https://github.com/user-attachments/assets/82dca53e-13dd-4ab3-9311-691b4aa1f151" /> Can we have user selected `default format` as pre selected instead of selecting manually from the dropdown. Since user has explicitly setup the default date format during account setup. There are high chances that the be file being imported will have same date format. It just saves a extra click.
zachgoll commented 2025-03-05 01:36:23 +08:00 (Migrated from github.com)
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Yep, will add it!

<!-- linear:replyTo:2698362569 --> Yep, will add it!
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Reference: gavin/maybe#1946
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