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feat(import): add currency and number format support for CSV imports (#1819)
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* feat(import): add currency and number format support for CSV imports

* feat(import): add currency and format for mint and trade

* fix(imports): remove currency field in favor of currency csv col

* fix(imports): remove validate column from import model

* test(import): add some tests for imports

* test(import): add some tests for generate_rows_from_csv

* fix: change method name for import model

* fix: change before validation

---------

Co-authored-by: danestves <danestves@users.noreply.github.com>
This commit is contained in:
Daniel Esteves 2025-02-10 16:31:28 -04:00 • committed by GitHub
parent 9e5f1574bc
commit 077694bbde
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9 changed files with 307 additions and 13 deletions
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5
app/views/import/configurations/_mint_import.html.erb
View file

@ -16,7 +16,10 @@
<%= form.select :signage_convention, [["Incomes are negative", "inflows_negative"], ["Incomes are positive", "inflows_positive"]], { label: true }, disabled: import.complete? %>
</div>
<%= form.select :currency_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Currency" }, disabled: import.complete? %>
<div class="flex items-center gap-2">
<%= form.select :currency_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Currency" }, disabled: import.complete? %>
<%= form.select :number_format, Import::NUMBER_FORMATS.keys, { label: "Format", prompt: "Select format" }, required: true %>
</div>
<%= form.select :account_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Account (optional)" }, disabled: import.complete? %>
<%= form.select :name_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Name (optional)" }, disabled: import.complete? %>

5
app/views/import/configurations/_trade_import.html.erb
View file

@ -11,7 +11,10 @@
<%= form.select :signage_convention, [["Buys are positive qty", "inflows_positive"], ["Buys are negative qty", "inflows_negative"]], label: true %>
</div>
<%= form.select :currency_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Currency" } %>
<div class="flex items-center gap-2">
<%= form.select :currency_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Currency" } %>
<%= form.select :number_format, Import::NUMBER_FORMATS.keys, { label: "Format", prompt: "Select format" }, required: true %>
</div>
<%= form.select :ticker_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Ticker" } %>
<%= form.select :price_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Price" } %>

5
app/views/import/configurations/_transaction_import.html.erb
View file

@ -11,7 +11,10 @@
<%= form.select :signage_convention, [["Incomes are positive", "inflows_positive"], ["Incomes are negative", "inflows_negative"]], label: true %>
</div>
<%= form.select :currency_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Currency" } %>
<div class="flex items-center gap-2">
<%= form.select :currency_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Currency" } %>
<%= form.select :number_format, Import::NUMBER_FORMATS.keys, { label: "Format", prompt: "Select format" }, required: true %>
</div>
<%= form.select :account_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Account (optional)" } %>
<%= form.select :name_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Name (optional)" } %>