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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/uploads/show.html.erb Normal file
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<%= content_for :header_nav do %>
<%= render "imports/nav", import: @import %>
<% end %>
<%= content_for :previous_path, imports_path %>
<div class="space-y-12">
<div class="space-y-4 mx-auto max-w-md">
<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 data-controller="tabs" data-tabs-active-class="bg-white" data-tabs-default-tab-value="csv-paste-tab">
<div class="flex justify-center mb-4">
<div class="bg-gray-50 rounded-lg inline-flex p-1 space-x-2 text-sm text-gray-900 font-medium">
<button type="button" data-id="csv-paste-tab" class="p-2 rounded-lg" data-tabs-target="btn" data-action="click->tabs#select">Copy & Paste</button>
<button type="button" data-id="csv-upload-tab" class="p-2 rounded-lg" data-tabs-target="btn" data-action="click->tabs#select">Upload CSV</button>
</div>
</div>
<div data-tabs-target="tab" id="csv-paste-tab">
<%= styled_form_with model: @import, scope: :import, url: import_upload_path(@import), multipart: true, class: "space-y-2" do |form| %>
<%= form.select :col_sep, [["Comma (,)", ","], ["Semicolon (;)", ";"]], label: true %>
<%= form.text_area :raw_file_str,
rows: 10,
required: true,
placeholder: "Paste your CSV file contents here",
"data-auto-submit-form-target": "auto" %>
<%= form.submit "Upload CSV", disabled: @import.complete? %>
<% end %>
</div>
<div data-tabs-target="tab" id="csv-upload-tab" class="hidden">
<%= styled_form_with model: @import, scope: :import, url: import_upload_path(@import), multipart: true, class: "space-y-2" do |form| %>
<%= form.select :col_sep, [["Comma (,)", ","], ["Semicolon (;)", ";"]], label: true %>
<label for="import_csv_file" class="flex flex-col items-center justify-center w-full h-56 border-2 border-gray-300 border-dashed rounded-lg cursor-pointer bg-gray-50">
<div class="flex flex-col items-center justify-center pt-5 pb-6">
<%= form.file_field :csv_file, class: "ml-32", "data-auto-submit-form-target": "auto" %>
</div>
</label>
<%= form.submit "Upload CSV", disabled: @import.complete? %>
<% end %>
</div>
</div>
</div>
<div class="bg-alpha-black-25 rounded-xl p-1 mt-5 mx-auto max-w-screen-xl">
<div class="text-gray-500 p-2 mb-2">
<div class="flex gap-2 mb-2">
<%= lucide_icon("info", class: "w-5 h-5 shrink-0") %>
<p class="text-sm"><%= t(".instructions_1") %></p>
</div>
<ul class="list-disc list-inside text-sm pl-8">
<li><%= t(".instructions_2") %></li>
<li><%= t(".instructions_3") %></li>
<li><%= t(".instructions_4") %></li>
</ul>
</div>
<%= render partial: "imports/table", locals: { headers: @import.csv_template.headers, rows: @import.csv_template } %>
</div>
</div>