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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/transactions.csv vendored Normal file
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Date,Name,Amount,Category,Tags,Account,Notes
2023-05-01,Grocery Store,-89.75,Food,Groceries,Checking Account,Weekly grocery shopping
2023-05-03,Electric Company,-120.50,Utilities,Bills|Home,Credit Card,Monthly electricity bill
2023-05-05,Coffee Shop,-4.25,Food,Coffee|Work,Debit Card,Morning coffee
2023-05-07,Gas Station,-45.00,Transportation,Car|Fuel,Credit Card,Fill up car tank
2023-05-10,Online Retailer,-79.99,Shopping,Clothing,Credit Card,New shoes purchase
2023-05-12,Restaurant,-65.30,Food,Dining Out|Date Night,Checking Account,Dinner with partner
2023-05-15,Mobile Phone Provider,-55.00,Utilities,Bills|Communication,Debit Card,Monthly phone bill
2023-05-18,Movie Theater,-24.00,Entertainment,Movies,Credit Card,Weekend movie night
2023-05-20,Pharmacy,-32.50,Health,Medicine,Debit Card,Prescription refill
1 Date Name Amount Category Tags Account Notes
2 2023-05-01 Grocery Store -89.75 Food Groceries Checking Account Weekly grocery shopping
3 2023-05-03 Electric Company -120.50 Utilities Bills|Home Credit Card Monthly electricity bill
4 2023-05-05 Coffee Shop -4.25 Food Coffee|Work Debit Card Morning coffee
5 2023-05-07 Gas Station -45.00 Transportation Car|Fuel Credit Card Fill up car tank
6 2023-05-10 Online Retailer -79.99 Shopping Clothing Credit Card New shoes purchase
7 2023-05-12 Restaurant -65.30 Food Dining Out|Date Night Checking Account Dinner with partner
8 2023-05-15 Mobile Phone Provider -55.00 Utilities Bills|Communication Debit Card Monthly phone bill
9 2023-05-18 Movie Theater -24.00 Entertainment Movies Credit Card Weekend movie night
10 2023-05-20 Pharmacy -32.50 Health Medicine Debit Card Prescription refill