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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
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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class ChangeImportOwner < ActiveRecord::Migration[7.2]
def up
add_reference :imports, :family, foreign_key: true, type: :uuid
add_column :imports, :original_account_id, :uuid
execute <<-SQL
UPDATE imports
SET family_id = (SELECT family_id FROM accounts WHERE accounts.id = imports.account_id),
original_account_id = account_id
SQL
remove_reference :imports, :account, foreign_key: true, type: :uuid
change_column_null :imports, :family_id, false
end
def down
add_reference :imports, :account, foreign_key: true, type: :uuid
execute <<-SQL
UPDATE imports
SET account_id = original_account_id
SQL
remove_reference :imports, :family, foreign_key: true, type: :uuid
remove_column :imports, :original_account_id, :uuid
change_column_null :imports, :account_id, false
end
end

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class AddImportTypes < ActiveRecord::Migration[7.2]
def change
change_table :imports do |t|
t.string :type, null: false
t.string :date_col_label, default: "date"
t.string :amount_col_label, default: "amount"
t.string :name_col_label, default: "name"
t.string :category_col_label, default: "category"
t.string :tags_col_label, default: "tags"
t.string :account_col_label, default: "account"
t.string :qty_col_label, default: "qty"
t.string :ticker_col_label, default: "ticker"
t.string :price_col_label, default: "price"
t.string :entity_type_col_label, default: "type"
t.string :notes_col_label, default: "notes"
t.string :currency_col_label, default: "currency"
t.string :date_format, default: "%m/%d/%Y"
t.string :signage_convention, default: "inflows_positive"
t.string :error
end
# Add import references so we can associate imported resources after the import
add_reference :account_entries, :import, foreign_key: true, type: :uuid
add_reference :accounts, :import, foreign_key: true, type: :uuid
create_table :import_rows, id: :uuid do |t|
t.references :import, null: false, foreign_key: true, type: :uuid
t.string :account
t.string :date
t.string :qty
t.string :ticker
t.string :price
t.string :amount
t.string :currency
t.string :name
t.string :category
t.string :tags
t.string :entity_type
t.text :notes
t.timestamps
end
create_table :import_mappings, id: :uuid do |t|
t.string :type, null: false
t.string :key
t.string :value
t.boolean :create_when_empty, default: true
t.references :import, null: false, type: :uuid
t.references :mappable, polymorphic: true, type: :uuid
t.timestamps
end
end
end