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Code Issues Releases Activity Actions 2

CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)

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* 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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72
app/helpers/imports_helper.rb
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@ -1,19 +1,63 @@
module ImportsHelper
def table_corner_class(row_idx, col_idx, rows, cols)
return "rounded-tl-xl" if row_idx == 0 && col_idx == 0
return "rounded-tr-xl" if row_idx == 0 && col_idx == cols.size - 1
return "rounded-bl-xl" if row_idx == rows.size - 1 && col_idx == 0
return "rounded-br-xl" if row_idx == rows.size - 1 && col_idx == cols.size - 1
""
def mapping_label(mapping_class)
{
"Import::AccountTypeMapping" => "Account Type",
"Import::AccountMapping" => "Account",
"Import::CategoryMapping" => "Category",
"Import::TagMapping" => "Tag"
}.fetch(mapping_class.name)
end
def nav_steps(import = Import.new)
[
{ name: "Select", complete: import.persisted?, path: import.persisted? ? edit_import_path(import) : new_import_path },
{ name: "Import", complete: import.loaded?, path: import.persisted? ? load_import_path(import) : nil },
{ name: "Setup", complete: import.configured?, path: import.persisted? ? configure_import_path(import) : nil },
{ name: "Clean", complete: import.cleaned?, path: import.persisted? ? clean_import_path(import) : nil },
{ name: "Confirm", complete: import.complete?, path: import.persisted? ? confirm_import_path(import) : nil }
]
def import_col_label(key)
{
date: "Date",
amount: "Amount",
name: "Name",
currency: "Currency",
category: "Category",
tags: "Tags",
account: "Account",
notes: "Notes",
qty: "Quantity",
ticker: "Ticker",
price: "Price",
entity_type: "Type"
}[key]
end
def dry_run_resource(key)
map = {
transactions: DryRunResource.new(label: "Transactions", icon: "credit-card", text_class: "text-cyan-500", bg_class: "bg-cyan-500/5"),
accounts: DryRunResource.new(label: "Accounts", icon: "layers", text_class: "text-orange-500", bg_class: "bg-orange-500/5"),
categories: DryRunResource.new(label: "Categories", icon: "shapes", text_class: "text-blue-500", bg_class: "bg-blue-500/5"),
tags: DryRunResource.new(label: "Tags", icon: "tags", text_class: "text-violet-500", bg_class: "bg-violet-500/5")
}
map[key]
end
def permitted_import_configuration_path(import)
if permitted_import_types.include?(import.type.underscore)
"import/configurations/#{import.type.underscore}"
else
raise "Unknown import type: #{import.type}"
end
end
def cell_class(row, field)
base = "text-sm focus:ring-gray-900 focus:border-gray-900 w-full max-w-full disabled:text-gray-400"
row.valid? # populate errors
border = row.errors.key?(field) ? "border-red-500" : "border-transparent"
[ base, border ].join(" ")
end
private
def permitted_import_types
%w[transaction_import trade_import account_import mint_import]
end
DryRunResource = Struct.new(:label, :icon, :text_class, :bg_class, keyword_init: true)
end