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

config/locales/views/imports/en.yml

@@ -1,111 +1,66 @@
 ---
 en:
+  import:
+    cleans:
+      show:
+        description: Edit your data in the table below.  Red cells are invalid.
+        title: Clean your data
+    configurations:
+      show:
+        description: Select the columns that correspond to each field in your CSV.
+        title: Configure your import
+    confirms:
+      show:
+        account_mapping_description: Assign all of your imported file's accounts to
+          Maybe's existing accounts.  You can also add new accounts or leave them
+          uncategorized.
+        account_mapping_title: Assign your accounts
+        account_type_mapping_description: Assign all of your imported file's account
+          types to Maybe's
+        account_type_mapping_title: Assign your account types
+        category_mapping_description: Assign all of your imported file's categories
+          to Maybe's existing categories.  You can also add new categories or leave
+          them uncategorized.
+        category_mapping_title: Assign your categories
+        tag_mapping_description: Assign all of your imported file's tags to Maybe's
+          existing tags.  You can also add new tags or leave them uncategorized.
+        tag_mapping_title: Assign your tags
+    uploads:
+      show:
+        description: Paste or upload your CSV file below.
+        instructions_1: Below is an example CSV with columns available for import.
+        instructions_2: Your CSV must have a header row
+        instructions_3: You may name your columns anything you like.  You will map
+          them at a later step.
+        instructions_4: Columns marked with an asterisk (*) are required data.
+        title: Import your data
   imports:
-    clean:
-      clean_and_edit: Clean and edit your data
-      clean_description: Edit your transactions in the table below. Click on any cell
-        to change the date, name, category, or amount.
-      clean_import: Clean import
-      invalid_csv: Please load a CSV first
-    configure:
-      configure_description: Select the columns that match the necessary data fields,
-        so that the columns in your CSV can be correctly mapped with our format.
-      configure_subtitle: Setup your CSV file
-      configure_title: Configure import
-      confirm_accept: Change mappings
-      confirm_body: Changing your mappings may erase any edits you have made to the
-        CSV so far.
-      confirm_title: Are you sure?
-      invalid_csv: Please load a CSV first
-      next: Next
-      optional: "(optional) No column selected"
-    confirm:
-      confirm_description: Preview your transactions below and check to see if there
-        are any changes that are required.
-      confirm_subtitle: Confirm your transactions
-      confirm_title: Confirm import
-      invalid_data: You have invalid data, please fix before continuing
-    create:
-      import_created: Import created
-    csv_paste:
-      confirm_accept: Yep, start over!
-      confirm_body: This will reset your import. Any changes you have made to the
-        CSV will be erased.
-      confirm_title: Are you sure?
-      instructions: Your CSV should have the following columns and formats for the
-        best import experience.
-      next: Next
-      requirement1: Dates must be in ISO 8601 format (YYYY-MM-DD)
-      requirement2: Negative transaction is an "outflow" (expense), positive is an
-        "inflow" (income)
-      requirement3: Can have 0 or more tags separated by |
-    csv_upload:
-      allowed_filetypes: Only CSV files are allowed.
-      confirm_accept: Yep, start over!
-      confirm_body: This will reset your import. Any changes you have made to the
-        CSV will be erased.
-      confirm_title: Are you sure?
-      instructions: The csv file must be in the format below. You can also reuse and
-      next: Next
-    destroy:
-      import_destroyed: Import destroyed
-    edit:
-      description_text: Importing transactions can only be done for one account at
-        a time. You will need to go through this process again for other accounts.
-      edit_title: Edit import
-      header_text: Select the account your transactions will belong to
     empty:
-      message: No imports to show
-      new: New Import
-    form:
-      account: Account
-      col_sep: CSV column separator
-      col_sep_char:
-        '44': Comma (,)
-        '59': Semicolon (;)
-      next: Next
-      select_account: Select account
-      select_col_sep: Select CSV column separator
+      message: No imports yet.
+      new: New import
     import:
       complete: Complete
-      completed_on: Completed on %{datetime}
       delete: Delete
-      edit: Edit
       failed: Failed
       in_progress: In progress
-      label: 'Import for: %{account}'
-      started_on: Started on %{datetime}
+      label: "%{type}: %{datetime}"
       uploading: Processing rows
+      view: View
     index:
       imports: Imports
       new: New import
       title: Imports
-    load:
-      description: Create a spreadsheet or upload an exported CSV from your financial
-        institution.
-      load_title: Load import
-      subtitle: Import your transactions
-    load_csv:
-      import_loaded: Import CSV loaded
     new:
-      description_text: Importing transactions can only be done for one account at
-        a time. You will need to go through this process again for other accounts.
-      header_text: Select the account your transactions will belong to
-    publish:
-      import_published: Import has started in the background
-      invalid_data: Your import is invalid
-    type_selector:
-      description: You can manually import transactions from CSVs or other financial
-        apps like Mint.
-      import_from_csv: New import from CSV
-      import_from_mint: Import from Mint
+      description: You can manually import various types of data via CSV or use one
+        of our import templates like Mint.
+      import_accounts: Import accounts
+      import_mint: Import from Mint
+      import_portfolio: Import investments
       import_transactions: Import transactions
-      resume_latest_import: Resume latest import
-      soon: Soon
+      resume: Resume latest import
       sources: Sources
-    update:
-      import_updated: Import updated
-    update_mappings:
-      column_mappings_saved: Column mappings saved
-    upload_csv:
-      import_loaded: CSV File loaded
+      title: New CSV Import
+    ready:
+      description: Here's a summary of the new items that will be added to your account
+        once you publish this import.
+      title: Confirm your import data

config/locales/views/pages/en.yml

@@ -8,6 +8,7 @@ en:
         assets: Assets
         debts: Debts
       greeting: Welcome back, %{name}
+      import: Import
       income: Income
       investing: Investing (coming soon...)
       net_worth: Net Worth