Docker/Maybe
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Maybe/test/fixtures/imports.yml

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CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209) * Remove stale 1.0 import logic and model * Fresh start * Checkpoint before removing nav * First working prototype * Add trade, account, and mint import flows * Basic working version with tests * System tests for each import type * Clean up mappings flow * Clean up PR, refactor stale code, tests * Add back row validations * Row validations * Fix import job test * Fix import navigation * Fix mint import configuration form * Currency preset for new accounts
2024-10-01 10:47:59 -04:00
transaction:
family: dylan_family
type: TransactionImport
Feature: Add the ability to "revert" a CSV import (#1814) * Allow reverting imports * Fix tests * Add currency column to all imports * Don't auto-enrich demo account
2025-02-07 15:36:05 -05:00
status: pending
Add exchange and currency fields to trade imports (#1822) * Add exchange and currency fields to trade imports * Add exchange_operating_mic support for trade imports - Added required columns and updated models * refactor: remove exchange and currency columns * fix: consolidate import schema and remove redundant columns * feat: Enhance trade import with exchange_operating_mic support * Revert changes to existing migration * Simplify migration to use change method * Restore previously deleted migration * Remove unused import_col_labels method * Update schema.rb after running migrations * Update trade_import.rb and fix schema.rb with db:migrate:reset * fix: improve trade import security creation --------- Signed-off-by: David Anyatonwu <51977119+onyedikachi-david@users.noreply.github.com>
2025-02-24 16:00:24 +01:00
trade:
family: dylan_family
type: TradeImport
status: pending
Start and end balance anchors for historical account balances (#2455) * Add kind field to valuation * Fix schema conflict * Add kind to valuation * Scaffold opening balance manager * Opening balance manager implementation * Update account import to use opening balance manager + tests * Update account to use opening balance manager * Fix test assertions, usage of current balance manager * Lint fixes * Add Opening Balance manager, add tests to forward calculator * Add credit card to "all cash" designation * Simplify valuation model * Add current balance manager with tests * Add current balance logic to reverse calculator and plaid sync * Tweaks to initial calc logic * Ledger testing helper, tweak assertions for reverse calculator * Update test assertions * Extract balance transformer, simplify calculators * Algo simplifications * Final tweaks to calculators * Cleanup * Fix error, propagate sync errors up to parent * Update migration script, valuation naming
2025-07-15 11:42:41 -04:00
account:
family: dylan_family
type: AccountImport
status: pending
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