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Code Issues Releases Activity Actions

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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test/fixtures/files/imports/accounts.csv vendored Normal file
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type,name,amount,currency
Checking,Main Checking Account,5000.00,USD
Savings,Emergency Fund,10000.00,USD
Credit Card,Rewards Credit Card,-1500.00,USD
Investment,Retirement Portfolio,75000.00,USD
1 type name amount currency
2 Checking Main Checking Account 5000.00 USD
3 Savings Emergency Fund 10000.00 USD
4 Credit Card Rewards Credit Card -1500.00 USD
5 Investment Retirement Portfolio 75000.00 USD