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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
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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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21
app/views/import/configurations/_transaction_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| %>
<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 %>