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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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app/models/account.rb
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@ -5,14 +5,15 @@ class Account < ApplicationRecord
belongs_to :family
belongs_to :institution, optional: true
belongs_to :import, optional: true
has_many :import_mappings, as: :mappable, dependent: :destroy, class_name: "Import::Mapping"
has_many :entries, dependent: :destroy, class_name: "Account::Entry"
has_many :transactions, through: :entries, source: :entryable, source_type: "Account::Transaction"
has_many :valuations, through: :entries, source: :entryable, source_type: "Account::Valuation"
has_many :trades, through: :entries, source: :entryable, source_type: "Account::Trade"
has_many :holdings, dependent: :destroy
has_many :balances, dependent: :destroy
has_many :imports, dependent: :destroy
has_many :syncs, dependent: :destroy
has_many :issues, as: :issuable, dependent: :destroy