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Account-level import configuration templates (#1946)
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* Account-level import configuration templates

* Default import to family's preferred date format
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Zach Gollwitzer 2025-03-04 13:10:01 -05:00 • committed by GitHub
parent 5b2fa3d707
commit 0544089710
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15 changed files with 108 additions and 43 deletions
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app/views/import/uploads/show.html.erb
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@ -24,7 +24,7 @@
<%= styled_form_with model: @import, scope: :import, url: import_upload_path(@import), multipart: true, class: "space-y-2" do |form| %>
<%= form.select :col_sep, Import::SEPARATORS, label: true %>
<% unless @import.type == "MintImport" %>
<% if @import.type == "TransactionImport" || @import.type == "TradeImport" %>
<%= form.select :account_id, @import.family.accounts.pluck(:name, :id), { label: "Account (optional)", include_blank: "Multi-account import", selected: @import.account_id } %>
<% end %>