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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
49
app/models/account_import.rb
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49
app/models/account_import.rb
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class AccountImport < Import
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def import!
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transaction do
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rows.each do |row|
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mapping = mappings.account_types.find_by(key: row.entity_type)
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accountable_class = mapping.value.constantize
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account = family.accounts.build(
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name: row.name,
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balance: row.amount.to_d,
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currency: row.currency,
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accountable: accountable_class.new,
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import: self
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)
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account.save!
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end
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end
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end
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def mapping_steps
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[ Import::AccountTypeMapping ]
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end
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def required_column_keys
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%i[name amount]
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end
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def column_keys
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%i[entity_type name amount currency]
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end
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def dry_run
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{
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accounts: rows.count
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}
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end
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def csv_template
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template = <<-CSV
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Account type*,Name*,Balance*,Currency
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Checking,Main Checking Account,1000.00,USD
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Savings,Emergency Fund,5000.00,USD
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Credit Card,Rewards Card,-500.00,USD
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CSV
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CSV.parse(template, headers: true)
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end
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end
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