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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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29
app/views/import/confirms/_mappings.html.erb Normal file
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<%# locals: (import:, mapping_class:, step_idx:) %>
<% mappings = mapping_class.for_import(import) %>
<% is_last_step = step_idx == import.mapping_steps.count - 1 %>
<div class="space-y-4">
<div class="bg-gray-25 rounded-xl p-1 space-y-1 w-[650px]">
<div class="grid grid-cols-3 gap-2 text-xs font-medium text-gray-500 uppercase px-5 py-3">
<p>CSV <%= mapping_label(mapping_class) %></p>
<p>Maybe <%= mapping_label(mapping_class) %></p>
<p class="justify-self-end">Rows</p>
</div>
<div class="border border-alpha-black-25 rounded-md shadow-xs divide-y divide-alpha-black-100 text-sm">
<% mappings.sort_by(&:key).each do |mapping| %>
<div class="px-5 py-3 bg-white first:rounded-tl-xl first:rounded-tr-xl last:rounded-bl-xl last:rounded-br-xl">
<%= render partial: "import/mappings/form", locals: { mapping: mapping } %>
</div>
<% end %>
</div>
</div>
<div class="flex justify-center">
<%= link_to is_last_step ? import_path(import) : url_for(step: step_idx + 2), class: "btn btn--primary w-36 flex items-center justify-between gap-2" do %>
<span>Next</span>
<%= lucide_icon "arrow-right", class: "w-5 h-5" %>
<% end %>
</div>
</div>

33
app/views/import/confirms/show.html.erb Normal file
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<%= content_for :header_nav do %>
<%= render "imports/nav", import: @import %>
<% end %>
<%= content_for :previous_path, import_clean_path(@import) %>
<% step_idx = (params[:step] || "1").to_i - 1 %>
<% step_mapping_class = @import.mapping_steps[step_idx] %>
<div class="space-y-12 mx-auto max-w-md mb-6">
<div class="flex justify-center items-center gap-2">
<% @import.mapping_steps.each_with_index do |step_mapping_class, idx| %>
<% is_active = step_idx == idx %>
<%= link_to url_for(step: idx + 1), class: "w-5 h-[3px] #{is_active ? 'bg-gray-900' : 'bg-gray-100'} rounded-xl hover:bg-gray-300 transition-colors duration-200" do %>
<span class="sr-only">Step <%= idx + 1 %></span>
<% end %>
<% end %>
</div>
<div class="text-center space-y-2">
<h1 class="text-3xl text-gray-900 font-medium">
<%= t(".#{step_mapping_class.name.demodulize.underscore}_title", import_type: @import.type.underscore.humanize) %>
</h1>
<p class="text-gray-500 text-sm">
<%= t(".#{step_mapping_class.name.demodulize.underscore}_description", import_type: @import.type.underscore.humanize) %>
</p>
</div>
</div>
<div class="max-w-screen-md mx-auto flex justify-center">
<%= render partial: "import/confirms/mappings", locals: { import: @import, mapping_class: step_mapping_class, step_idx: step_idx } %>
</div>