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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
This commit is contained in:
Zach Gollwitzer 2024-10-01 10:47:59 -04:00 committed by GitHub
parent 23786b444a
commit 398b246965
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103 changed files with 2420 additions and 1689 deletions

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@ -0,0 +1,47 @@
class Import::UploadsController < ApplicationController
layout "imports"
before_action :set_import
def show
end
def update
if csv_valid?(csv_str)
@import.assign_attributes(raw_file_str: csv_str, col_sep: upload_params[:col_sep])
@import.save!(validate: false)
redirect_to import_configuration_path(@import), notice: "CSV uploaded successfully."
else
flash.now[:alert] = "Must be valid CSV with headers and at least one row of data"
render :show, status: :unprocessable_entity
end
end
private
def set_import
@import = Current.family.imports.find(params[:import_id])
end
def csv_str
@csv_str ||= upload_params[:csv_file]&.read || upload_params[:raw_file_str]
end
def csv_valid?(str)
require "csv"
begin
csv = CSV.parse(str || "", headers: true)
return false if csv.headers.empty?
return false if csv.count == 0
true
rescue CSV::MalformedCSVError
false
end
end
def upload_params
params.require(:import).permit(:raw_file_str, :csv_file, :col_sep)
end
end