Docker/Maybe
Docker/Maybe
1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-08-07 22:45:20 +02:00
Code Issues Releases Activity Actions

CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)

Browse source 
* 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
No known key found for this signature in database
GPG key ID: B5690EEEBB952194
103 changed files with 2420 additions and 1689 deletions
Download patch file Download diff file Expand all files Collapse all files

11
test/fixtures/files/imports/mint.csv vendored Normal file
View file

@ -0,0 +1,11 @@
Date,Description,Original Description,Amount,Transaction Type,Category,Account Name,Labels,Notes
05/01/2023,Grocery Store,SAFEWAY #1234,78.32,debit,Groceries,Checking Account,,
05/02/2023,Gas Station,SHELL OIL 57442893,-45.67,credit,Gas & Fuel,Credit Card,,
05/03/2023,Monthly Rent,AUTOPAY MORTGAGE,1500.00,debit,Mortgage & Rent,Checking Account,,
05/04/2023,Paycheck,ACME CORP PAYROLL,-2500.00,credit,Paycheck,Checking Account,Income,
05/05/2023,Restaurant,CHIPOTLE MEX GRILL,15.75,debit,Restaurants,Credit Card,,
05/06/2023,Online Shopping,AMAZON.COM,32.99,debit,Shopping,Credit Card,,
05/07/2023,Utility Bill,CITY POWER & LIGHT,89.50,debit,Utilities,Checking Account,,
05/08/2023,Coffee Shop,STARBUCKS,4.25,debit,Coffee Shops,Credit Card,,
05/09/2023,Gym Membership,FITNESS WORLD,49.99,debit,Gym,Checking Account,Health,Monthly membership
05/10/2023,Movie Theater,AMC THEATERS #123,24.50,debit,Movies & DVDs,Credit Card,Entertainment,
1 Date Description Original Description Amount Transaction Type Category Account Name Labels Notes
2 05/01/2023 Grocery Store SAFEWAY #1234 78.32 debit Groceries Checking Account
3 05/02/2023 Gas Station SHELL OIL 57442893 -45.67 credit Gas & Fuel Credit Card
4 05/03/2023 Monthly Rent AUTOPAY MORTGAGE 1500.00 debit Mortgage & Rent Checking Account
5 05/04/2023 Paycheck ACME CORP PAYROLL -2500.00 credit Paycheck Checking Account Income
6 05/05/2023 Restaurant CHIPOTLE MEX GRILL 15.75 debit Restaurants Credit Card
7 05/06/2023 Online Shopping AMAZON.COM 32.99 debit Shopping Credit Card
8 05/07/2023 Utility Bill CITY POWER & LIGHT 89.50 debit Utilities Checking Account
9 05/08/2023 Coffee Shop STARBUCKS 4.25 debit Coffee Shops Credit Card
10 05/09/2023 Gym Membership FITNESS WORLD 49.99 debit Gym Checking Account Health Monthly membership
11 05/10/2023 Movie Theater AMC THEATERS #123 24.50 debit Movies & DVDs Credit Card Entertainment