177 lines
8.5 KiB
HTML
177 lines
8.5 KiB
HTML
{% extends "base.html" %}
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{% block title %}Settings - QBO Excel Sync{% endblock %}
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{% block content %}
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<div class="settings-page">
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<div class="page-header">
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<h2>Settings</h2>
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<p>Configure import behavior and application preferences.</p>
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</div>
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<div class="settings-layout">
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<section class="card">
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<div class="card-header"><h3>Import Settings</h3></div>
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<div class="card-body">
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<form id="settings-form" class="form">
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<div class="form-group">
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<label class="checkbox-label">
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<input type="checkbox" id="skip_duplicates" {% if import_settings.skip_duplicates %}checked{% endif %}>
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<span>Skip duplicate records</span>
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</label>
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</div>
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<div class="form-group">
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<label for="duplicate_fields">Duplicate check fields</label>
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<input type="text" id="duplicate_fields" value="{{ import_settings.duplicate_check_fields | join(', ') }}" placeholder="DocNumber, RefNumber">
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<small>Comma-separated list of fields to check for duplicates</small>
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</div>
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<div class="form-group">
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<label for="batch_size">Batch size</label>
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<input type="number" id="batch_size" value="{{ import_settings.batch_size }}" min="1" max="200">
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<small>Number of records to process per batch (1-200)</small>
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</div>
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<div class="form-group">
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<label class="checkbox-label">
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<input type="checkbox" id="validate_before" {% if import_settings.validate_before_import %}checked{% endif %}>
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<span>Validate data before import</span>
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</label>
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</div>
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<div class="form-group">
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<label class="checkbox-label">
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<input type="checkbox" id="create_missing" {% if import_settings.create_missing_references %}checked{% endif %}>
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<span>Auto-create missing customers/vendors</span>
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</label>
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</div>
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</form>
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</div>
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</section>
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<section class="card">
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<div class="card-header"><h3>Format Settings</h3></div>
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<div class="card-body">
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<div class="form-group">
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<label for="date_format">Date format</label>
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<select id="date_format">
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<option value="%Y-%m-%d" {% if import_settings.date_format == '%Y-%m-%d' %}selected{% endif %}>YYYY-MM-DD (2024-01-15)</option>
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<option value="%m/%d/%Y" {% if import_settings.date_format == '%m/%d/%Y' %}selected{% endif %}>MM/DD/YYYY (01/15/2024)</option>
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<option value="%d/%m/%Y" {% if import_settings.date_format == '%d/%m/%Y' %}selected{% endif %}>DD/MM/YYYY (15/01/2024)</option>
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</select>
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</div>
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<div class="form-group">
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<label for="decimal_sep">Decimal separator</label>
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<select id="decimal_sep">
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<option value="." {% if import_settings.decimal_separator == '.' %}selected{% endif %}>Period (1234.56)</option>
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<option value="," {% if import_settings.decimal_separator == ',' %}selected{% endif %}>Comma (1234,56)</option>
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</select>
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</div>
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<div class="form-group">
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<label for="thousand_sep">Thousand separator</label>
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<select id="thousand_sep">
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<option value="," {% if import_settings.thousand_separator == ',' %}selected{% endif %}>Comma (1,234)</option>
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<option value="." {% if import_settings.thousand_separator == '.' %}selected{% endif %}>Period (1.234)</option>
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<option value=" " {% if import_settings.thousand_separator == ' ' %}selected{% endif %}>Space (1 234)</option>
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<option value="" {% if import_settings.thousand_separator == '' %}selected{% endif %}>None (1234)</option>
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</select>
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</div>
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</div>
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</section>
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<section class="card">
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<div class="card-header"><h3>API Settings</h3></div>
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<div class="card-body">
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<div class="form-group">
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<label for="environment">Environment</label>
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<select id="environment">
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<option value="sandbox" {% if environment == 'sandbox' %}selected{% endif %}>Sandbox (Testing)</option>
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<option value="production" {% if environment == 'production' %}selected{% endif %}>Production (Live)</option>
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</select>
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<small>Sandbox uses test data. Production uses real QuickBooks data.</small>
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</div>
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</div>
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</section>
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<section class="card">
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<div class="card-header"><h3>Data Management</h3></div>
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<div class="card-body">
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<div class="button-group">
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<button class="btn btn-danger" id="clear-credentials">Clear Saved Credentials</button>
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<button class="btn btn-secondary" id="clear-templates">Reset All Templates</button>
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</div>
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</div>
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</section>
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<div class="settings-actions">
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<button class="btn btn-primary" id="save-settings">Save Settings</button>
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</div>
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</div>
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</div>
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{% endblock %}
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{% block extra_js %}
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<script>
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document.addEventListener('DOMContentLoaded', function() {
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document.getElementById('save-settings').addEventListener('click', saveSettings);
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document.getElementById('clear-credentials').addEventListener('click', clearCredentials);
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document.getElementById('clear-templates').addEventListener('click', clearTemplates);
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});
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async function saveSettings() {
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const fields = document.getElementById('duplicate_fields').value;
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const duplicateFields = fields.split(',').map(f => f.trim()).filter(f => f);
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const settings = {
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skip_duplicates: document.getElementById('skip_duplicates').checked,
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duplicate_check_fields: duplicateFields,
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batch_size: parseInt(document.getElementById('batch_size').value) || 50,
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validate_before_import: document.getElementById('validate_before').checked,
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create_missing_references: document.getElementById('create_missing').checked,
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date_format: document.getElementById('date_format').value,
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decimal_separator: document.getElementById('decimal_sep').value,
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thousand_separator: document.getElementById('thousand_sep').value,
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environment: document.getElementById('environment').value
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};
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try {
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const response = await fetch('/api/settings', {
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify(settings)
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});
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const result = await response.json();
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if (result.success) showToast('Settings saved successfully', 'success');
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else showToast(result.error || 'Failed to save settings', 'error');
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} catch (error) {
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showToast('Error saving settings: ' + error.message, 'error');
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}
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}
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async function clearCredentials() {
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if (!confirm('This will remove all saved API credentials. Continue?')) return;
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try {
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const response = await fetch('/api/settings/clear-credentials', { method: 'POST' });
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const result = await response.json();
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if (result.success) { showToast('Credentials cleared', 'success'); location.reload(); }
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else showToast(result.error || 'Failed to clear', 'error');
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} catch (error) { showToast('Error: ' + error.message, 'error'); }
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}
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async function clearTemplates() {
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if (!confirm('This will delete ALL custom templates. Continue?')) return;
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try {
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const response = await fetch('/api/templates');
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const result = await response.json();
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if (result.success) {
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for (const t of result.templates) {
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await fetch('/api/templates/' + encodeURIComponent(t.name), { method: 'DELETE' });
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}
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showToast('Templates cleared', 'success');
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}
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} catch (error) { showToast('Error: ' + error.message, 'error'); }
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}
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</script>
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{% endblock %}
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