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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
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103 changed files with 2420 additions and 1689 deletions
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app/controllers/import/configurations_controller.rb
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app/controllers/import/configurations_controller.rb
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class Import::ConfigurationsController < ApplicationController
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layout "imports"
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before_action :set_import
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def show
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end
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def update
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@import.update!(import_params)
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@import.generate_rows_from_csv
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@import.reload.sync_mappings
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redirect_to import_clean_path(@import), notice: "Import configured successfully."
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end
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private
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def set_import
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@import = Current.family.imports.find(params[:import_id])
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end
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def import_params
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params.require(:import).permit(:date_col_label, :date_format, :name_col_label, :category_col_label, :tags_col_label, :amount_col_label, :signage_convention, :account_col_label, :notes_col_label, :entity_type_col_label)
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end
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end
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