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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/views/import/configurations/_account_import.html.erb Normal file
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<%# 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 %>