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

app/views/import/configurations/_account_import.html.erb

@@ -0,0 +1,9 @@
+<%# locals: (import:) %>
+
+<%= styled_form_with model: @import, url: import_configuration_path(@import), scope: :import, method: :patch, class: "space-y-2" do |form| %>
+  <%= form.select :entity_type_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Entity Type" } %>
+  <%= form.select :name_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Name (optional)" } %>
+  <%= form.select :amount_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Balance" } %>
+
+  <%= form.submit "Apply configuration", class: "w-full btn btn--primary", disabled: import.complete? %>
+<% end %>

app/views/import/configurations/_mint_import.html.erb

@@ -0,0 +1,25 @@
+<%# locals: (import:) %>
+
+<div class="flex items-center justify-between border border-alpha-black-200 rounded-lg bg-green-500/5 p-5 gap-4">
+  <%= lucide_icon("check-circle", class: "w-5 h-5 shrink-0 text-green-500") %>
+  <p class="text-sm text-gray-900 italic">We have pre-configured your Mint import for you. Please proceed to the next step.</p>
+</div>
+
+<%= styled_form_with model: @import, url: import_configuration_path(@import), scope: :import, method: :patch, class: "space-y-2" do |form| %>
+  <div class="flex items-center gap-2">
+    <%= form.select :date_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Date" }, required: true, disabled: import.complete? %>
+    <%= form.select :date_format, [["DD-MM-YYYY", "%d-%m-%Y"], ["MM-DD-YYYY", "%m-%d-%Y"], ["YYYY-MM-DD", "%Y-%m-%d"], ["DD/MM/YYYY", "%d/%m/%Y"], ["YYYY/MM/DD", "%Y/%m/%d"], ["MM/DD/YYYY", "%m/%d/%Y"]], { label: true }, required: true, disabled: import.complete? %>
+  </div>
+
+  <div class="flex items-center gap-2">
+    <%= form.select :amount_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Amount" }, required: true, disabled: import.complete? %>
+    <%= form.select :signage_convention, [["Incomes are negative", "inflows_negative"], ["Incomes are positive", "inflows_positive"]], { label: true }, disabled: import.complete? %>
+  </div>
+
+  <%= form.select :account_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Account (optional)" }, disabled: import.complete? %>
+  <%= form.select :name_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Name (optional)" }, disabled: import.complete? %>
+  <%= form.select :category_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Category (optional)" }, disabled: import.complete? %>
+  <%= form.select :tags_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Tags (optional)" }, disabled: import.complete? %>
+
+  <%= form.submit "Apply configuration", class: "w-full btn btn--primary", disabled: import.complete? %>
+<% end %>

app/views/import/configurations/_trade_import.html.erb

@@ -0,0 +1,20 @@
+<%# locals: (import:) %>
+
+<%= styled_form_with model: @import, url: import_configuration_path(@import), scope: :import, method: :patch, class: "space-y-2" do |form| %>
+  <div class="flex items-center gap-2">
+    <%= form.select :date_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Date" }, required: true %>
+    <%= form.select :date_format, [["DD-MM-YYYY", "%d-%m-%Y"], ["MM-DD-YYYY", "%m-%d-%Y"], ["YYYY-MM-DD", "%Y-%m-%d"], ["DD/MM/YYYY", "%d/%m/%Y"], ["YYYY/MM/DD", "%Y/%m/%d"], ["MM/DD/YYYY", "%m/%d/%Y"]], label: true, required: true %>
+  </div>
+
+  <div class="flex items-center gap-2">
+    <%= form.select :qty_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Quantity" } %>
+    <%= form.select :signage_convention, [["Buys are positive qty", "inflows_positive"], ["Buys are negative qty", "inflows_negative"]], label: true %>
+  </div>
+
+  <%= form.select :ticker_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Ticker" } %>
+  <%= form.select :price_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Price" } %>
+  <%= form.select :account_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Account (optional)" } %>
+  <%= form.select :name_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Name (optional)" } %>
+
+  <%= form.submit "Apply configuration", class: "w-full btn btn--primary", disabled: import.complete? %>
+<% end %>

app/views/import/configurations/_transaction_import.html.erb

@@ -0,0 +1,21 @@
+<%# locals: (import:) %>
+
+<%= styled_form_with model: @import, url: import_configuration_path(@import), scope: :import, method: :patch, class: "space-y-2" do |form| %>
+  <div class="flex items-center gap-2">
+    <%= form.select :date_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Date" }, required: true %>
+    <%= form.select :date_format, [["DD-MM-YYYY", "%d-%m-%Y"], ["MM-DD-YYYY", "%m-%d-%Y"], ["YYYY-MM-DD", "%Y-%m-%d"], ["DD/MM/YYYY", "%d/%m/%Y"], ["YYYY/MM/DD", "%Y/%m/%d"], ["MM/DD/YYYY", "%m/%d/%Y"]], label: true, required: true %>
+  </div>
+
+  <div class="flex items-center gap-2">
+    <%= form.select :amount_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Amount" }, required: true %>
+    <%= form.select :signage_convention, [["Incomes are positive", "inflows_positive"], ["Incomes are negative", "inflows_negative"]], label: true %>
+  </div>
+
+  <%= form.select :account_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Account (optional)" } %>
+  <%= form.select :name_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Name (optional)" } %>
+  <%= form.select :category_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Category (optional)" } %>
+  <%= form.select :tags_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Tags (optional)" } %>
+  <%= form.select :notes_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Notes (optional)" } %>
+
+  <%= form.submit "Apply configuration", class: "w-full btn btn--primary", disabled: import.complete? %>
+<% end %>

app/views/import/configurations/show.html.erb

@@ -0,0 +1,22 @@
+<%= content_for :header_nav do %>
+  <%= render "imports/nav", import: @import %>
+<% end %>
+
+<%= content_for :previous_path, import_upload_path(@import) %>
+
+<div>
+  <div class="space-y-4">
+    <div class="text-center space-y-2">
+      <h1 class="text-3xl text-gray-900 font-medium"><%= t(".title") %></h1>
+      <p class="text-gray-500 text-sm"><%= t(".description") %></p>
+    </div>
+
+    <div class="mx-auto max-w-lg">
+      <%= render partial: permitted_import_configuration_path(@import), locals: { import: @import } %>
+    </div>
+  </div>
+
+  <div class="mx-auto max-w-screen-lg my-12">
+    <%= render "imports/table", headers: @import.csv_headers, rows: @import.csv_sample, caption: "Sample data from your uploaded CSV" %>
+  </div>
+</div>