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

app/assets/stylesheets/application.tailwind.css

@@ -35,7 +35,7 @@
   }
 
   .form-field__submit {
-    @apply w-full cursor-pointer rounded-lg bg-black p-3 text-center text-white hover:bg-gray-700;
+    @apply cursor-pointer rounded-lg bg-black p-3 text-center text-white hover:bg-gray-700;
   }
 
   input:checked+label+.toggle-switch-dot {
@@ -100,11 +100,15 @@
   }
 
   .btn {
-    @apply px-3 py-2 rounded-lg text-sm font-medium;
+    @apply px-3 py-2 rounded-lg text-sm font-medium cursor-pointer;
   }
 
   .btn--primary {
-    @apply bg-gray-900 text-white hover:bg-gray-700;
+    @apply bg-gray-900 text-white hover:bg-gray-700 disabled:bg-gray-50 disabled:hover:bg-gray-50 disabled:text-gray-400;
+  }
+
+  .btn--secondary {
+    @apply bg-gray-50 hover:bg-gray-100 text-gray-900;
   }
 
   .btn--outline {

app/controllers/accounts_controller.rb

@@ -23,7 +23,10 @@ class AccountsController < ApplicationController
   end
 
   def new
-    @account = Account.new(accountable: Accountable.from_type(params[:type])&.new)
+    @account = Account.new(
+      accountable: Accountable.from_type(params[:type])&.new,
+      currency: Current.family.currency
+    )
 
     @account.accountable.address = Address.new if @account.accountable.is_a?(Property)
 

app/controllers/import/cleans_controller.rb

@@ -0,0 +1,22 @@
+class Import::CleansController < ApplicationController
+  layout "imports"
+
+  before_action :set_import
+
+  def show
+    redirect_to import_configuration_path(@import), alert: "Please configure your import before proceeding." unless @import.configured?
+
+    rows = @import.rows.ordered
+
+    if params[:view] == "errors"
+      rows = rows.reject { |row| row.valid? }
+    end
+
+    @pagy, @rows = pagy_array(rows, limit: params[:per_page] || "10")
+  end
+
+  private
+    def set_import
+      @import = Current.family.imports.find(params[:import_id])
+    end
+end

app/controllers/import/configurations_controller.rb

@@ -0,0 +1,25 @@
+class Import::ConfigurationsController < ApplicationController
+  layout "imports"
+
+  before_action :set_import
+
+  def show
+  end
+
+  def update
+    @import.update!(import_params)
+    @import.generate_rows_from_csv
+    @import.reload.sync_mappings
+
+    redirect_to import_clean_path(@import), notice: "Import configured successfully."
+  end
+
+  private
+    def set_import
+      @import = Current.family.imports.find(params[:import_id])
+    end
+
+    def import_params
+      params.require(:import).permit(:date_col_label, :date_format, :name_col_label, :category_col_label, :tags_col_label, :amount_col_label, :signage_convention, :account_col_label, :notes_col_label, :entity_type_col_label)
+    end
+end

app/controllers/import/confirms_controller.rb

@@ -0,0 +1,14 @@
+class Import::ConfirmsController < ApplicationController
+  layout "imports"
+
+  before_action :set_import
+
+  def show
+    redirect_to import_clean_path(@import), alert: "You have invalid data, please edit until all errors are resolved" unless @import.cleaned?
+  end
+
+  private
+    def set_import
+      @import = Current.family.imports.find(params[:import_id])
+    end
+end

app/controllers/import/mappings_controller.rb

@@ -0,0 +1,43 @@
+class Import::MappingsController < ApplicationController
+  before_action :set_import
+
+  def update
+    mapping = @import.mappings.find(params[:id])
+
+    mapping.update! \
+      create_when_empty: create_when_empty,
+      mappable: mappable,
+      value: mapping_params[:value]
+
+    redirect_back_or_to import_confirm_path(@import)
+  end
+
+  private
+    def mapping_params
+      params.require(:import_mapping).permit(:type, :key, :mappable_id, :mappable_type, :value)
+    end
+
+    def set_import
+      @import = Current.family.imports.find(params[:import_id])
+    end
+
+    def mappable
+      return nil unless mappable_class.present?
+
+      @mappable ||= mappable_class.find_by(id: mapping_params[:mappable_id], family: Current.family)
+    end
+
+    def create_when_empty
+      return false unless mapping_class.present?
+
+      mapping_params[:mappable_id] == mapping_class::CREATE_NEW_KEY
+    end
+
+    def mappable_class
+      mapping_params[:mappable_type]&.constantize
+    end
+
+    def mapping_class
+      mapping_params[:type]&.constantize
+    end
+end

app/controllers/import/rows_controller.rb

@@ -0,0 +1,24 @@
+class Import::RowsController < ApplicationController
+  before_action :set_import_row
+
+  def update
+    @row.assign_attributes(row_params)
+    @row.save!(validate: false)
+    @row.sync_mappings
+
+    redirect_to import_row_path(@row.import, @row)
+  end
+
+  def show
+  end
+
+  private
+    def row_params
+      params.require(:import_row).permit(:type, :account, :date, :qty, :ticker, :price, :amount, :currency, :name, :category, :tags, :entity_type, :notes)
+    end
+
+    def set_import_row
+      @import = Current.family.imports.find(params[:import_id])
+      @row = @import.rows.find(params[:id])
+    end
+end

app/controllers/import/uploads_controller.rb

@@ -0,0 +1,47 @@
+class Import::UploadsController < ApplicationController
+  layout "imports"
+
+  before_action :set_import
+
+  def show
+  end
+
+  def update
+    if csv_valid?(csv_str)
+      @import.assign_attributes(raw_file_str: csv_str, col_sep: upload_params[:col_sep])
+      @import.save!(validate: false)
+
+      redirect_to import_configuration_path(@import), notice: "CSV uploaded successfully."
+    else
+      flash.now[:alert] = "Must be valid CSV with headers and at least one row of data"
+
+      render :show, status: :unprocessable_entity
+    end
+  end
+
+  private
+    def set_import
+      @import = Current.family.imports.find(params[:import_id])
+    end
+
+    def csv_str
+      @csv_str ||= upload_params[:csv_file]&.read || upload_params[:raw_file_str]
+    end
+
+    def csv_valid?(str)
+      require "csv"
+
+      begin
+        csv = CSV.parse(str || "", headers: true)
+        return false if csv.headers.empty?
+        return false if csv.count == 0
+        true
+      rescue CSV::MalformedCSVError
+        false
+      end
+    end
+
+    def upload_params
+      params.require(:import).permit(:raw_file_str, :csv_file, :col_sep)
+    end
+end

app/controllers/imports_controller.rb

@@ -1,118 +1,44 @@
-require "ostruct"
-
 class ImportsController < ApplicationController
-  before_action :set_import, except: %i[index new create]
+  before_action :set_import, only: %i[show publish destroy]
+
+  def publish
+    @import.publish_later
+
+    redirect_to import_path(@import), notice: "Your import has started in the background."
+  end
 
   def index
     @imports = Current.family.imports
-    render layout: "with_sidebar"
+
+    render layout: with_sidebar
   end
 
   def new
-    account = Current.family.accounts.find_by(id: params[:account_id])
+    @pending_import = Current.family.imports.ordered.pending.first
-    @import = Import.new account: account
-  end
-
-  def edit
-  end
-
-  def update
-    account = Current.family.accounts.find(params[:import][:account_id])
-    @import.update! account: account, col_sep: params[:import][:col_sep]
-
-    redirect_to load_import_path(@import), notice: t(".import_updated")
   end
 
   def create
-    account = Current.family.accounts.find(params[:import][:account_id])
+    import = Current.family.imports.create! import_params
-    @import = Import.create! account: account, col_sep: params[:import][:col_sep]
 
-    redirect_to load_import_path(@import), notice: t(".import_created")
+    redirect_to import_upload_path(import)
+  end
+
+  def show
+    redirect_to import_confirm_path(@import), alert: "Please finalize your mappings before proceeding." unless @import.publishable?
   end
 
   def destroy
-    @import.destroy!
+    @import.destroy
-    redirect_to imports_url, notice: t(".import_destroyed"), status: :see_other
-  end
 
-  def load
+    redirect_to imports_path, notice: "Your import has been deleted."
-  end
-
-  def upload_csv
-    begin
-      @import.raw_file_str = import_params[:raw_file_str].read
-    rescue NoMethodError
-      flash.now[:alert] = "Please select a file to upload"
-      render :load, status: :unprocessable_entity and return
-    end
-    if @import.save
-      redirect_to configure_import_path(@import), notice: t(".import_loaded")
-    else
-      flash.now[:alert] = @import.errors.full_messages.to_sentence
-      render :load, status: :unprocessable_entity
-    end
-  end
-
-  def load_csv
-    if @import.update(import_params)
-      redirect_to configure_import_path(@import), notice: t(".import_loaded")
-    else
-      flash.now[:alert] = @import.errors.full_messages.to_sentence
-      render :load, status: :unprocessable_entity
-    end
-  end
-
-  def configure
-    unless @import.loaded?
-      redirect_to load_import_path(@import), alert: t(".invalid_csv")
-    end
-  end
-
-  def update_mappings
-    @import.update! import_params(@import.expected_fields.map(&:key))
-    redirect_to clean_import_path(@import), notice: t(".column_mappings_saved")
-  end
-
-  def clean
-    unless @import.loaded?
-      redirect_to load_import_path(@import), alert: t(".invalid_csv")
-    end
-  end
-
-  def update_csv
-    update_params = import_params[:csv_update]
-
-    @import.update_csv! \
-      row_idx: update_params[:row_idx],
-      col_idx: update_params[:col_idx],
-      value: update_params[:value]
-
-    render :clean
-  end
-
-  def confirm
-    unless @import.cleaned?
-      redirect_to clean_import_path(@import), alert: t(".invalid_data")
-    end
-  end
-
-  def publish
-    if @import.valid?
-      @import.publish_later
-      redirect_to imports_path, notice: t(".import_published")
-    else
-      flash.now[:error] = t(".invalid_data")
-      render :confirm, status: :unprocessable_entity
-    end
   end
 
   private
-
     def set_import
       @import = Current.family.imports.find(params[:id])
     end
 
-    def import_params(permitted_mappings = nil)
+    def import_params
-      params.require(:import).permit(:raw_file_str, column_mappings: permitted_mappings, csv_update: [ :row_idx, :col_idx, :value ])
+      params.require(:import).permit(:type)
     end
 end

app/helpers/imports_helper.rb

@@ -1,19 +1,63 @@
 module ImportsHelper
-  def table_corner_class(row_idx, col_idx, rows, cols)
+  def mapping_label(mapping_class)
-    return "rounded-tl-xl" if row_idx == 0 && col_idx == 0
+    {
-    return "rounded-tr-xl" if row_idx == 0 && col_idx == cols.size - 1
+      "Import::AccountTypeMapping" => "Account Type",
-    return "rounded-bl-xl" if row_idx == rows.size - 1 && col_idx == 0
+      "Import::AccountMapping" => "Account",
-    return "rounded-br-xl" if row_idx == rows.size - 1 && col_idx == cols.size - 1
+      "Import::CategoryMapping" => "Category",
-    ""
+      "Import::TagMapping" => "Tag"
+    }.fetch(mapping_class.name)
   end
 
-  def nav_steps(import = Import.new)
+  def import_col_label(key)
-    [
+    {
-      { name: "Select", complete: import.persisted?, path: import.persisted? ? edit_import_path(import) : new_import_path },
+      date: "Date",
-      { name: "Import", complete: import.loaded?, path: import.persisted? ? load_import_path(import) : nil },
+      amount: "Amount",
-      { name: "Setup", complete: import.configured?, path: import.persisted? ? configure_import_path(import) : nil },
+      name: "Name",
-      { name: "Clean", complete: import.cleaned?, path: import.persisted? ? clean_import_path(import) : nil },
+      currency: "Currency",
-      { name: "Confirm", complete: import.complete?, path: import.persisted? ? confirm_import_path(import) : nil }
+      category: "Category",
-    ]
+      tags: "Tags",
+      account: "Account",
+      notes: "Notes",
+      qty: "Quantity",
+      ticker: "Ticker",
+      price: "Price",
+      entity_type: "Type"
+    }[key]
+  end
+
+  def dry_run_resource(key)
+    map = {
+      transactions: DryRunResource.new(label: "Transactions", icon: "credit-card", text_class: "text-cyan-500", bg_class: "bg-cyan-500/5"),
+      accounts: DryRunResource.new(label: "Accounts", icon: "layers", text_class: "text-orange-500", bg_class: "bg-orange-500/5"),
+      categories: DryRunResource.new(label: "Categories", icon: "shapes", text_class: "text-blue-500", bg_class: "bg-blue-500/5"),
+      tags: DryRunResource.new(label: "Tags", icon: "tags", text_class: "text-violet-500", bg_class: "bg-violet-500/5")
+    }
+
+    map[key]
+  end
+
+  def permitted_import_configuration_path(import)
+    if permitted_import_types.include?(import.type.underscore)
+      "import/configurations/#{import.type.underscore}"
+    else
+      raise "Unknown import type: #{import.type}"
     end
   end
+
+  def cell_class(row, field)
+    base = "text-sm focus:ring-gray-900 focus:border-gray-900 w-full max-w-full disabled:text-gray-400"
+
+    row.valid? # populate errors
+
+    border = row.errors.key?(field) ? "border-red-500" : "border-transparent"
+
+    [ base, border ].join(" ")
+  end
+
+  private
+    def permitted_import_types
+      %w[transaction_import trade_import account_import mint_import]
+    end
+
+    DryRunResource = Struct.new(:label, :icon, :text_class, :bg_class, keyword_init: true)
+end

app/helpers/styled_form_builder.rb

@@ -49,7 +49,7 @@ class StyledFormBuilder < ActionView::Helpers::FormBuilder
   end
 
   def submit(value = nil, options = {})
-    merged_options = { class: "form-field__submit" }.merge(options)
+    merged_options = { class: "btn btn--primary w-full" }.merge(options)
     value, options = nil, value if value.is_a?(Hash)
     super(value, merged_options)
   end

app/javascript/controllers/import_upload_controller.js

@@ -1,98 +0,0 @@
-import { Controller } from "@hotwired/stimulus"
-
-export default class extends Controller {
-  static targets = ["input", "preview", "submit", "filename", "filesize"]
-  static values = {
-    acceptedTypes: Array, // ["text/csv", "application/csv", ".csv"]
-    acceptedExtension: String, // "csv"
-    unacceptableTypeLabel: String, // "Only CSV files are allowed."
-  };
-
-  connect() {
-    this.submitTarget.disabled = true
-  }
-
-  addFile(event) {
-    const file = event.target.files[0]
-    this._fileAdded(file)
-  }
-
-  dragover(event) {
-    event.preventDefault()
-    event.stopPropagation()
-    event.currentTarget.classList.add("bg-gray-100")
-  }
-
-  dragleave(event) {
-    event.preventDefault()
-    event.stopPropagation()
-    event.currentTarget.classList.remove("bg-gray-100")
-  }
-
-  drop(event) {
-    event.preventDefault()
-    event.stopPropagation()
-    event.currentTarget.classList.remove("bg-gray-100")
-
-    const file = event.dataTransfer.files[0]
-    if (file && this._formatAcceptable(file)) {
-      this._setFileInput(file);
-      this._fileAdded(file)
-    } else {
-      this.previewTarget.classList.add("text-red-500")
-      this.previewTarget.textContent = this.unacceptableTypeLabelValue
-    }
-  }
-
-  // Private
-
-  _fetchFileSize(size) {
-    let fileSize = '';
-    if (size < 1024 * 1024) {
-      fileSize = (size / 1024).toFixed(2) + ' KB'; // Convert bytes to KB
-    } else {
-      fileSize = (size / (1024 * 1024)).toFixed(2) + ' MB'; // Convert bytes to MB
-    }
-    return fileSize;
-  }
-
-  _fileAdded(file) {
-    const fileSizeLimit = 5 * 1024 * 1024 // 5MB
-
-    if (file) {
-      if (file.size > fileSizeLimit) {
-        this.previewTarget.classList.add("text-red-500")
-        this.previewTarget.textContent = this.unacceptableTypeLabelValue
-        return
-      }
-
-      this.submitTarget.classList.remove([
-        "bg-alpha-black-25",
-        "text-gray",
-        "cursor-not-allowed",
-      ]);
-      this.submitTarget.classList.add(
-        "bg-gray-900",
-        "text-white",
-        "cursor-pointer",
-      );
-      this.submitTarget.disabled = false;
-      this.previewTarget.innerHTML = document.querySelector("#template-preview").innerHTML;
-      this.previewTarget.classList.remove("text-red-500")
-      this.previewTarget.classList.add("text-gray-900")
-      this.filenameTarget.textContent = file.name;
-      this.filesizeTarget.textContent = this._fetchFileSize(file.size);
-    }
-  }
-
-  _formatAcceptable(file) {
-    const extension = file.name.split('.').pop().toLowerCase()
-    return this.acceptedTypesValue.includes(file.type) || extension === this.acceptedExtensionValue
-  }
-
-  _setFileInput(file) {
-    const dataTransfer = new DataTransfer();
-    dataTransfer.items.add(file);
-    this.inputTarget.files = dataTransfer.files;
-  }
-}

app/models/account.rb

@@ -5,14 +5,15 @@ class Account < ApplicationRecord
 
   belongs_to :family
   belongs_to :institution, optional: true
+  belongs_to :import, optional: true
 
+  has_many :import_mappings, as: :mappable, dependent: :destroy, class_name: "Import::Mapping"
   has_many :entries, dependent: :destroy, class_name: "Account::Entry"
   has_many :transactions, through: :entries, source: :entryable, source_type: "Account::Transaction"
   has_many :valuations, through: :entries, source: :entryable, source_type: "Account::Valuation"
   has_many :trades, through: :entries, source: :entryable, source_type: "Account::Trade"
   has_many :holdings, dependent: :destroy
   has_many :balances, dependent: :destroy
-  has_many :imports, dependent: :destroy
   has_many :syncs, dependent: :destroy
   has_many :issues, as: :issuable, dependent: :destroy
 

app/models/account/entry.rb

@@ -5,6 +5,7 @@ class Account::Entry < ApplicationRecord
 
   belongs_to :account
   belongs_to :transfer, optional: true
+  belongs_to :import, optional: true
 
   delegated_type :entryable, types: Account::Entryable::TYPES, dependent: :destroy
   accepts_nested_attributes_for :entryable
@@ -12,7 +13,6 @@ class Account::Entry < ApplicationRecord
   validates :date, :amount, :currency, presence: true
   validates :date, uniqueness: { scope: [ :account_id, :entryable_type ] }, if: -> { account_valuation? }
   validates :date, comparison: { greater_than: -> { min_supported_date } }
-  validate :trade_valid?, if: -> { account_trade? }
 
   scope :chronological, -> { order(:date, :created_at) }
   scope :reverse_chronological, -> { order(date: :desc, created_at: :desc) }
@@ -219,20 +219,4 @@ class Account::Entry < ApplicationRecord
         previous: previous_entry&.amount_money,
         favorable_direction: account.favorable_direction
     end
-
-    def trade_valid?
-      if account_trade.sell?
-        current_qty = account.holding_qty(account_trade.security)
-
-        if current_qty < account_trade.qty.abs
-          errors.add(
-            :base,
-            :invalid_sell_quantity,
-            sell_qty: account_trade.qty.abs,
-            ticker: account_trade.security.ticker,
-            current_qty: current_qty
-          )
-        end
-      end
-    end
 end

app/models/account_import.rb

@@ -0,0 +1,49 @@
+class AccountImport < Import
+  def import!
+    transaction do
+      rows.each do |row|
+        mapping = mappings.account_types.find_by(key: row.entity_type)
+        accountable_class = mapping.value.constantize
+
+        account = family.accounts.build(
+          name: row.name,
+          balance: row.amount.to_d,
+          currency: row.currency,
+          accountable: accountable_class.new,
+          import: self
+        )
+
+        account.save!
+      end
+    end
+  end
+
+  def mapping_steps
+    [ Import::AccountTypeMapping ]
+  end
+
+  def required_column_keys
+    %i[name amount]
+  end
+
+  def column_keys
+    %i[entity_type name amount currency]
+  end
+
+  def dry_run
+    {
+      accounts: rows.count
+    }
+  end
+
+  def csv_template
+    template = <<-CSV
+      Account type*,Name*,Balance*,Currency
+      Checking,Main Checking Account,1000.00,USD
+      Savings,Emergency Fund,5000.00,USD
+      Credit Card,Rewards Card,-500.00,USD
+    CSV
+
+    CSV.parse(template, headers: true)
+  end
+end

app/models/category.rb

@@ -1,5 +1,6 @@
 class Category < ApplicationRecord
   has_many :transactions, dependent: :nullify, class_name: "Account::Transaction"
+  has_many :import_mappings, as: :mappable, dependent: :destroy, class_name: "Import::Mapping"
   belongs_to :family
 
   validates :name, :color, :family, presence: true

app/models/family.rb

@@ -3,9 +3,9 @@ class Family < ApplicationRecord
   has_many :tags, dependent: :destroy
   has_many :accounts, dependent: :destroy
   has_many :institutions, dependent: :destroy
+  has_many :imports, dependent: :destroy
   has_many :transactions, through: :accounts
   has_many :entries, through: :accounts
-  has_many :imports, through: :accounts
   has_many :categories, dependent: :destroy
   has_many :merchants, dependent: :destroy
   has_many :issues, through: :accounts

app/models/import.rb

@@ -1,185 +1,137 @@
 class Import < ApplicationRecord
-  belongs_to :account
+  TYPES = %w[TransactionImport TradeImport AccountImport MintImport].freeze
+  SIGNAGE_CONVENTIONS = %w[inflows_positive inflows_negative]
 
-  validate :raw_file_must_be_parsable
+  belongs_to :family
-  validates :col_sep, inclusion: { in: Csv::COL_SEP_LIST }
-
-  before_save :initialize_csv, if: :should_initialize_csv?
-
-  enum :status, { pending: "pending", complete: "complete", importing: "importing", failed: "failed" }, validate: true
-
-  store_accessor :column_mappings, :define_column_mapping_keys
 
   scope :ordered, -> { order(created_at: :desc) }
 
-  FALLBACK_TRANSACTION_NAME = "Imported transaction"
+  enum :status, { pending: "pending", complete: "complete", importing: "importing", failed: "failed" }, validate: true
+
+  validates :type, inclusion: { in: TYPES }
+  validates :col_sep, inclusion: { in: [ ",", ";" ] }
+  validates :signage_convention, inclusion: { in: SIGNAGE_CONVENTIONS }
+
+  has_many :rows, dependent: :destroy
+  has_many :mappings, dependent: :destroy
+  has_many :accounts, dependent: :destroy
+  has_many :entries, dependent: :destroy, class_name: "Account::Entry"
 
   def publish_later
+    raise "Import is not publishable" unless publishable?
+
+    update! status: :importing
+
     ImportJob.perform_later(self)
   end
 
-  def loaded?
+  def publish
+    import!
+
+    family.sync
+
+    update! status: :complete
+  rescue => error
+    update! status: :failed, error: error.message
+  end
+
+  def csv_rows
+    @csv_rows ||= parsed_csv
+  end
+
+  def csv_headers
+    parsed_csv.headers
+  end
+
+  def csv_sample
+    @csv_sample ||= parsed_csv.first(2)
+  end
+
+  def dry_run
+    {
+      transactions: rows.count,
+      accounts: Import::AccountMapping.for_import(self).creational.count,
+      categories: Import::CategoryMapping.for_import(self).creational.count,
+      tags: Import::TagMapping.for_import(self).creational.count
+    }
+  end
+
+  def required_column_keys
+    []
+  end
+
+  def column_keys
+    raise NotImplementedError, "Subclass must implement column_keys"
+  end
+
+  def generate_rows_from_csv
+    rows.destroy_all
+
+    mapped_rows = csv_rows.map do |row|
+      {
+        account: row[account_col_label].to_s,
+        date: row[date_col_label].to_s,
+        qty: row[qty_col_label].to_s,
+        ticker: row[ticker_col_label].to_s,
+        price: row[price_col_label].to_s,
+        amount: row[amount_col_label].to_s,
+        currency: (row[currency_col_label] || default_currency).to_s,
+        name: (row[name_col_label] || default_row_name).to_s,
+        category: row[category_col_label].to_s,
+        tags: row[tags_col_label].to_s,
+        entity_type: row[entity_type_col_label].to_s,
+        notes: row[notes_col_label].to_s
+      }
+    end
+
+    rows.insert_all!(mapped_rows)
+  end
+
+  def sync_mappings
+    mapping_steps.each do |mapping|
+      mapping.sync(self)
+    end
+  end
+
+  def mapping_steps
+    []
+  end
+
+  def uploaded?
     raw_file_str.present?
   end
 
   def configured?
-    csv.present?
+    uploaded? && rows.any?
   end
 
   def cleaned?
-    loaded? && configured? && csv.valid?
+    configured? && rows.all?(&:valid?)
   end
 
-  def csv
+  def publishable?
-    get_normalized_csv_with_validation
+    cleaned? && mappings.all?(&:valid?)
-  end
-
-  def available_headers
-    get_raw_csv.table.headers
-  end
-
-  def get_selected_header_for_field(field)
-    column_mappings&.dig(field.key) || field.key
-  end
-
-  def update_csv!(row_idx:, col_idx:, value:)
-    updated_csv = csv.update_cell(row_idx.to_i, col_idx.to_i, value)
-    update! normalized_csv_str: updated_csv.to_s
-  end
-
-  # Type-specific methods (potential STI inheritance in future when more import types added)
-  def publish
-    update!(status: "importing")
-
-    transaction do
-      generate_transactions.each do |txn|
-        txn.save!
-      end
-    end
-
-    self.account.sync
-
-    update!(status: "complete")
-  rescue => e
-    update!(status: "failed")
-    Rails.logger.error("Import with id #{id} failed: #{e}")
-  end
-
-  def dry_run
-    generate_transactions
-  end
-
-  def expected_fields
-    @expected_fields ||= create_expected_fields
   end
 
   private
-
+    def import!
-    def get_normalized_csv_with_validation
+      # no-op, subclasses can implement for customization of algorithm
-      return nil if normalized_csv_str.nil?
-
-      csv = Import::Csv.new(normalized_csv_str)
-
-      expected_fields.each do |field|
-        csv.define_validator(field.key, field.validator) if field.validator
     end
 
-      csv
+    def default_row_name
+      "Imported item"
     end
 
-    def get_raw_csv
+    def default_currency
-      return nil if raw_file_str.nil?
+      family.currency
-      Import::Csv.new(raw_file_str, col_sep:)
     end
 
-    def should_initialize_csv?
+    def parsed_csv
-      raw_file_str_changed? || column_mappings_changed?
+      @parsed_csv ||= CSV.parse(
-    end
+        (raw_file_str || "").strip,
-
+        headers: true,
-    def initialize_csv
+        col_sep: col_sep,
-      generated_csv = generate_normalized_csv(raw_file_str)
+        converters: [ ->(str) { str&.strip } ]
-      self.normalized_csv_str = generated_csv.table.to_s
+      )
-    end
-
-    # Uses the user-provided raw CSV + mappings to generate a normalized CSV for the import
-    def generate_normalized_csv(csv_str)
-      Import::Csv.create_with_field_mappings(csv_str, expected_fields, column_mappings, col_sep)
-    end
-
-    def update_csv(row_idx, col_idx, value)
-      updated_csv = csv.update_cell(row_idx.to_i, col_idx.to_i, value)
-      update! normalized_csv_str: updated_csv.to_s
-    end
-
-    def generate_transactions
-      transaction_entries = []
-      category_cache = {}
-      tag_cache = {}
-
-      csv.table.each do |row|
-        category_name = row["category"].presence
-        tag_strings = row["tags"].presence&.split("|") || []
-        tags = []
-
-        tag_strings.each do |tag_string|
-          tags << tag_cache[tag_string] ||= account.family.tags.find_or_initialize_by(name: tag_string)
-        end
-
-        category = category_cache[category_name] ||= account.family.categories.find_or_initialize_by(name: category_name) if category_name.present?
-
-        entry = account.entries.build \
-          name: row["name"].presence || FALLBACK_TRANSACTION_NAME,
-          date: Date.iso8601(row["date"]),
-          currency: account.currency,
-          amount: BigDecimal(row["amount"]) * -1,
-          entryable: Account::Transaction.new(category: category, tags: tags)
-
-        transaction_entries << entry
-      end
-
-      transaction_entries
-    end
-
-    def create_expected_fields
-      date_field = Import::Field.new \
-        key: "date",
-        label: "Date",
-        validator: ->(value) { Import::Field.iso_date_validator(value) }
-
-      name_field = Import::Field.new \
-        key: "name",
-        label: "Name",
-        is_optional: true
-
-      category_field = Import::Field.new \
-        key: "category",
-        label: "Category",
-        is_optional: true
-
-      tags_field = Import::Field.new \
-        key: "tags",
-        label: "Tags",
-        is_optional: true
-
-      amount_field = Import::Field.new \
-        key: "amount",
-        label: "Amount",
-        validator: ->(value) { Import::Field.bigdecimal_validator(value) }
-
-      [ date_field, name_field, category_field, tags_field, amount_field ]
-    end
-
-    def define_column_mapping_keys
-      expected_fields.each do |field|
-        field.key.to_sym
-      end
-    end
-
-    def raw_file_must_be_parsable
-      begin
-        CSV.parse(raw_file_str || "", col_sep:)
-      rescue CSV::MalformedCSVError
-        errors.add(:raw_file_str, :invalid_csv_format)
-      end
     end
 end

app/models/import/account_mapping.rb

@@ -0,0 +1,45 @@
+class Import::AccountMapping < Import::Mapping
+  validates :mappable, presence: true, if: -> { key.blank? || !create_when_empty }
+
+  class << self
+    def mapping_values(import)
+      import.rows.map(&:account).uniq
+    end
+  end
+
+  def selectable_values
+    family_accounts = import.family.accounts.alphabetically.map { |account| [ account.name, account.id ] }
+
+    unless key.blank?
+      family_accounts.unshift [ "Add as new account", CREATE_NEW_KEY ]
+    end
+
+    family_accounts
+  end
+
+  def requires_selection?
+    true
+  end
+
+  def values_count
+    import.rows.where(account: key).count
+  end
+
+  def mappable_class
+    Account
+  end
+
+  def create_mappable!
+    return unless creatable?
+
+    account = import.family.accounts.create_or_find_by!(name: key) do |new_account|
+      new_account.balance = 0
+      new_account.import = import
+      new_account.currency = import.family.currency
+      new_account.accountable = Depository.new
+    end
+
+    self.mappable = account
+    save!
+  end
+end

app/models/import/account_type_mapping.rb

@@ -0,0 +1,25 @@
+class Import::AccountTypeMapping < Import::Mapping
+  validates :value, presence: true
+
+  class << self
+    def mapping_values(import)
+      import.rows.map(&:entity_type).uniq
+    end
+  end
+
+  def selectable_values
+    Accountable::TYPES.map { |type| [ type.titleize, type ] }
+  end
+
+  def requires_selection?
+    true
+  end
+
+  def values_count
+    import.rows.where(entity_type: key).count
+  end
+
+  def create_mappable!
+    # no-op
+  end
+end

app/models/import/category_mapping.rb

@@ -0,0 +1,36 @@
+class Import::CategoryMapping < Import::Mapping
+  class << self
+    def mapping_values(import)
+      import.rows.map(&:category).uniq
+    end
+  end
+
+  def selectable_values
+    family_categories = import.family.categories.alphabetically.map { |category| [ category.name, category.id ] }
+
+    unless key.blank?
+      family_categories.unshift [ "Add as new category", CREATE_NEW_KEY ]
+    end
+
+    family_categories
+  end
+
+  def requires_selection?
+    false
+  end
+
+  def values_count
+    import.rows.where(category: key).count
+  end
+
+  def mappable_class
+    Category
+  end
+
+  def create_mappable!
+    return unless creatable?
+
+    self.mappable = import.family.categories.find_or_create_by!(name: key)
+    save!
+  end
+end

app/models/import/csv.rb

@@ -1,83 +0,0 @@
-class Import::Csv
-  DEFAULT_COL_SEP = ",".freeze
-  COL_SEP_LIST = [ DEFAULT_COL_SEP, ";" ].freeze
-
-  def self.parse_csv(csv_str, col_sep: DEFAULT_COL_SEP)
-    CSV.parse(
-      csv_str&.strip || "",
-      headers: true,
-      col_sep:,
-      converters: [ ->(str) { str&.strip } ]
-    )
-  end
-
-  def self.create_with_field_mappings(raw_file_str, fields, field_mappings, col_sep = DEFAULT_COL_SEP)
-    raw_csv = self.parse_csv(raw_file_str, col_sep:)
-
-    generated_csv_str = CSV.generate headers: fields.map { |f| f.key }, write_headers: true, col_sep: do |csv|
-      raw_csv.each do |row|
-        row_values = []
-
-        fields.each do |field|
-          # Finds the column header name the user has designated for the expected field
-          mapped_field_key = field_mappings[field.key] if field_mappings
-          mapped_header = mapped_field_key || field.key
-
-          row_values << row.fetch(mapped_header, "")
-        end
-
-        csv << row_values
-      end
-    end
-
-    new(generated_csv_str, col_sep:)
-  end
-
-  attr_reader :csv_str, :col_sep
-
-  def initialize(csv_str, column_validators: nil, col_sep: DEFAULT_COL_SEP)
-    @csv_str = csv_str
-    @col_sep = col_sep
-    @column_validators = column_validators || {}
-  end
-
-  def table
-    @table ||= self.class.parse_csv(csv_str, col_sep:)
-  end
-
-  def update_cell(row_idx, col_idx, value)
-    copy = table.by_col_or_row
-    copy[row_idx][col_idx] = value
-    copy
-  end
-
-  def valid?
-    table.each_with_index.all? do |row, row_idx|
-      row.each_with_index.all? do |cell, col_idx|
-        cell_valid?(row_idx, col_idx)
-      end
-    end
-  end
-
-  def cell_valid?(row_idx, col_idx)
-    value = table.dig(row_idx, col_idx)
-    header = table.headers[col_idx]
-    validator = get_validator_by_header(header)
-    validator.call(value)
-  end
-
-  def define_validator(header_key, validator = nil, &block)
-    header = table.headers.find { |h| h.strip == header_key }
-    raise "Cannot define validator for header #{header_key}: header does not exist in CSV" if header.nil?
-
-    column_validators[header] = validator || block
-  end
-
-  private
-
-    attr_accessor :column_validators
-
-    def get_validator_by_header(header)
-      column_validators&.dig(header) || ->(_v) { true }
-    end
-end

app/models/import/field.rb

@@ -1,37 +0,0 @@
-class Import::Field
-  def self.iso_date_validator(value)
-    Date.iso8601(value)
-    true
-  rescue
-    false
-  end
-
-  def self.bigdecimal_validator(value)
-    BigDecimal(value)
-    true
-  rescue
-    false
-  end
-
-  attr_reader :key, :label, :validator
-
-  def initialize(key:, label:, is_optional: false, validator: nil)
-    @key = key.to_s
-    @label = label
-    @is_optional = is_optional
-    @validator = validator
-  end
-
-  def optional?
-    @is_optional
-  end
-
-  def define_validator(validator = nil, &block)
-    @validator = validator || block
-  end
-
-  def validate(value)
-    return true if validator.nil?
-    validator.call(value)
-  end
-end

app/models/import/mapping.rb

@@ -0,0 +1,56 @@
+class Import::Mapping < ApplicationRecord
+  CREATE_NEW_KEY = "internal_new_resource"
+
+  belongs_to :import
+  belongs_to :mappable, polymorphic: true, optional: true
+
+  validates :key, presence: true, uniqueness: { scope: [ :import_id, :type ] }, allow_blank: true
+
+  scope :for_import, ->(import) { where(import: import) }
+  scope :creational, -> { where(create_when_empty: true, mappable: nil) }
+  scope :categories, -> { where(type: "Import::CategoryMapping") }
+  scope :tags, -> { where(type: "Import::TagMapping") }
+  scope :accounts, -> { where(type: "Import::AccountMapping") }
+  scope :account_types, -> { where(type: "Import::AccountTypeMapping") }
+
+  class << self
+    def mappable_for(key)
+      find_by(key: key)&.mappable
+    end
+
+    def sync(import)
+      unique_values = mapping_values(import).uniq
+
+      unique_values.each do |value|
+        mapping = find_or_initialize_by(key: value, import: import, create_when_empty: value.present?)
+        mapping.save(validate: false) if mapping.new_record?
+      end
+
+      where(import: import).where.not(key: unique_values).destroy_all
+    end
+
+    def mapping_values(import)
+      raise NotImplementedError, "Subclass must implement mapping_values"
+    end
+  end
+
+  def selectable_values
+    raise NotImplementedError, "Subclass must implement selectable_values"
+  end
+
+  def values_count
+    raise NotImplementedError, "Subclass must implement values_count"
+  end
+
+  def mappable_class
+    nil
+  end
+
+  def creatable?
+    mappable.nil? && key.present? && create_when_empty
+  end
+
+  def create_mappable!
+    raise NotImplementedError, "Subclass must implement create_mappable!"
+  end
+end

app/models/import/row.rb

@@ -0,0 +1,70 @@
+class Import::Row < ApplicationRecord
+  belongs_to :import
+
+  validates :amount, numericality: true, allow_blank: true
+  validates :currency, presence: true
+
+  validate :date_matches_user_format
+  validate :required_columns
+  validate :currency_is_valid
+
+  scope :ordered, -> { order(:id) }
+
+  def tags_list
+    if tags.blank?
+      [ "" ]
+    else
+      tags.split("|").map(&:strip)
+    end
+  end
+
+  def date_iso
+    Date.strptime(date, import.date_format).iso8601
+  end
+
+  def signed_amount
+    if import.type == "TradeImport"
+      price.to_d * apply_signage_convention(qty.to_d)
+    else
+      apply_signage_convention(amount.to_d)
+    end
+  end
+
+  def sync_mappings
+    Import::CategoryMapping.sync(import) if import.column_keys.include?(:category)
+    Import::TagMapping.sync(import) if import.column_keys.include?(:tags)
+    Import::AccountMapping.sync(import) if import.column_keys.include?(:account)
+    Import::AccountTypeMapping.sync(import) if import.column_keys.include?(:entity_type)
+  end
+
+  private
+    def apply_signage_convention(value)
+      value * (import.signage_convention == "inflows_positive" ? 1 : -1)
+    end
+
+    def required_columns
+      import.required_column_keys.each do |required_key|
+        errors.add(required_key, "is required") if self[required_key].blank?
+      end
+    end
+
+    def date_matches_user_format
+      return if date.blank?
+
+      parsed_date = Date.strptime(date, import.date_format) rescue nil
+
+      if parsed_date.nil?
+        errors.add(:date, "must exactly match the format: #{import.date_format}")
+      end
+    end
+
+    def currency_is_valid
+      return true if currency.blank?
+
+      begin
+        Money::Currency.new(currency)
+      rescue Money::Currency::UnknownCurrencyError
+        errors.add(:currency, "is not a valid currency code")
+      end
+    end
+end

app/models/import/tag_mapping.rb

@@ -0,0 +1,36 @@
+class Import::TagMapping < Import::Mapping
+  class << self
+    def mapping_values(import)
+      import.rows.map(&:tags_list).flatten.uniq
+    end
+  end
+
+  def selectable_values
+    family_tags = import.family.tags.alphabetically.map { |tag| [ tag.name, tag.id ] }
+
+    unless key.blank?
+      family_tags.unshift [ "Add as new tag", CREATE_NEW_KEY ]
+    end
+
+    family_tags
+  end
+
+  def requires_selection?
+    false
+  end
+
+  def values_count
+    import.rows.map(&:tags_list).flatten.count { |tag| tag == key }
+  end
+
+  def mappable_class
+    Tag
+  end
+
+  def create_mappable!
+    return unless creatable?
+
+    self.mappable = import.family.tags.find_or_create_by!(name: key)
+    save!
+  end
+end

app/models/mint_import.rb

@@ -0,0 +1,94 @@
+class MintImport < Import
+  after_create :set_mappings
+
+  def generate_rows_from_csv
+    rows.destroy_all
+
+    mapped_rows = csv_rows.map do |row|
+      {
+        account: row[account_col_label].to_s,
+        date: row[date_col_label].to_s,
+        amount: signed_csv_amount(row).to_s,
+        currency: (row[currency_col_label] || default_currency).to_s,
+        name: (row[name_col_label] || default_row_name).to_s,
+        category: row[category_col_label].to_s,
+        tags: row[tags_col_label].to_s,
+        notes: row[notes_col_label].to_s
+      }
+    end
+
+    rows.insert_all!(mapped_rows)
+  end
+
+  def import!
+    transaction do
+      mappings.each(&:create_mappable!)
+
+      rows.each do |row|
+        account = mappings.accounts.mappable_for(row.account)
+        category = mappings.categories.mappable_for(row.category)
+        tags = row.tags_list.map { |tag| mappings.tags.mappable_for(tag) }.compact
+
+        entry = account.entries.build \
+          date: row.date_iso,
+          amount: row.signed_amount,
+          name: row.name,
+          currency: row.currency,
+          entryable: Account::Transaction.new(category: category, tags: tags, notes: row.notes),
+          import: self
+
+        entry.save!
+      end
+    end
+  end
+
+  def mapping_steps
+    [ Import::CategoryMapping, Import::TagMapping, Import::AccountMapping ]
+  end
+
+  def required_column_keys
+    %i[date amount]
+  end
+
+  def column_keys
+    %i[date amount name currency category tags account notes]
+  end
+
+  def csv_template
+    template = <<-CSV
+      Date,Amount,Account Name,Description,Category,Labels,Currency,Notes,Transaction Type
+      01/01/2024,-8.55,Checking,Starbucks,Food & Drink,Coffee|Breakfast,USD,Morning coffee,debit
+      04/15/2024,2000,Savings,Paycheck,Income,,USD,Bi-weekly salary,credit
+    CSV
+
+    CSV.parse(template, headers: true)
+  end
+
+  def signed_csv_amount(csv_row)
+    amount = csv_row[amount_col_label]
+    type = csv_row["Transaction Type"]
+
+    if type == "credit"
+      amount.to_d
+    else
+      amount.to_d * -1
+    end
+  end
+
+  private
+    def set_mappings
+      self.signage_convention = "inflows_positive"
+      self.date_col_label = "Date"
+      self.date_format = "%m/%d/%Y"
+      self.name_col_label = "Description"
+      self.amount_col_label = "Amount"
+      self.currency_col_label = "Currency"
+      self.account_col_label = "Account Name"
+      self.category_col_label = "Category"
+      self.tags_col_label = "Labels"
+      self.notes_col_label = "Notes"
+      self.entity_type_col_label = "Transaction Type"
+
+      save!
+    end
+end

app/models/tag.rb

@@ -2,6 +2,7 @@ class Tag < ApplicationRecord
   belongs_to :family
   has_many :taggings, dependent: :destroy
   has_many :transactions, through: :taggings, source: :taggable, source_type: "Account::Transaction"
+  has_many :import_mappings, as: :mappable, dependent: :destroy, class_name: "Import::Mapping"
 
   validates :name, presence: true, uniqueness: { scope: :family }
 

app/models/trade_import.rb

@@ -0,0 +1,52 @@
+class TradeImport < Import
+  def import!
+    transaction do
+      mappings.each(&:create_mappable!)
+
+      rows.each do |row|
+        account = mappings.accounts.mappable_for(row.account)
+        security = Security.find_or_create_by(ticker: row.ticker)
+
+        entry = account.entries.build \
+          date: row.date_iso,
+          amount: row.signed_amount,
+          name: row.name,
+          currency: row.currency,
+          entryable: Account::Trade.new(security: security, qty: row.qty, currency: row.currency, price: row.price),
+          import: self
+
+        entry.save!
+      end
+    end
+  end
+
+  def mapping_steps
+    [ Import::AccountMapping ]
+  end
+
+  def required_column_keys
+    %i[date ticker qty price]
+  end
+
+  def column_keys
+    %i[date ticker qty price currency account name]
+  end
+
+  def dry_run
+    {
+      transactions: rows.count,
+      accounts: Import::AccountMapping.for_import(self).creational.count
+    }
+  end
+
+  def csv_template
+    template = <<-CSV
+      date*,ticker*,qty*,price*,currency,account,name
+      05/15/2024,AAPL,10,150.00,USD,Trading Account,Apple Inc. Purchase
+      05/16/2024,GOOGL,-5,2500.00,USD,Investment Account,Alphabet Inc. Sale
+      05/17/2024,TSLA,2,700.50,USD,Retirement Account,Tesla Inc. Purchase
+    CSV
+
+    CSV.parse(template, headers: true)
+  end
+end

app/models/transaction_import.rb

@@ -0,0 +1,46 @@
+class TransactionImport < Import
+  def import!
+    transaction do
+      mappings.each(&:create_mappable!)
+
+      rows.each do |row|
+        account = mappings.accounts.mappable_for(row.account)
+        category = mappings.categories.mappable_for(row.category)
+        tags = row.tags_list.map { |tag| mappings.tags.mappable_for(tag) }.compact
+
+        entry = account.entries.build \
+          date: row.date_iso,
+          amount: row.signed_amount,
+          name: row.name,
+          currency: row.currency,
+          entryable: Account::Transaction.new(category: category, tags: tags, notes: row.notes),
+          import: self
+
+        entry.save!
+      end
+    end
+  end
+
+  def required_column_keys
+    %i[date amount]
+  end
+
+  def column_keys
+    %i[date amount name currency category tags account notes]
+  end
+
+  def mapping_steps
+    [ Import::CategoryMapping, Import::TagMapping, Import::AccountMapping ]
+  end
+
+  def csv_template
+    template = <<-CSV
+      date*,amount*,name,currency,category,tags,account,notes
+      05/15/2024,-45.99,Grocery Store,USD,Food,groceries|essentials,Checking Account,Monthly grocery run
+      05/16/2024,1500.00,Salary,,Income,,Main Account,
+      05/17/2024,-12.50,Coffee Shop,,,coffee,,
+    CSV
+
+    CSV.parse(template, headers: true)
+  end
+end

app/views/import/cleans/show.html.erb

@@ -0,0 +1,59 @@
+<%= content_for :header_nav do %>
+  <%= render "imports/nav", import: @import %>
+<% end %>
+
+<%= content_for :previous_path, import_configuration_path(@import) %>
+
+<div class="space-y-4 mx-auto max-w-screen-lg">
+  <div class="text-center space-y-2 max-w-[400px] mx-auto mb-4">
+    <h2 class="text-3xl text-gray-900 font-medium"><%= t(".title") %></h2>
+    <p class="text-gray-500 text-sm"><%= t(".description") %></p>
+  </div>
+
+  <% if @import.cleaned? %>
+    <div class="bg-white border border-alpha-black-100 rounded-lg p-3 flex items-center justify-between">
+      <div class="flex items-center gap-2">
+        <%= lucide_icon "check-circle", class: "w-4 h-4 text-green-500" %>
+        <p class="text-green-500">Your data has been cleaned</p>
+      </div>
+
+      <%= link_to "Next step", import_confirm_path(@import), class: "btn btn--primary" %>
+    </div>
+  <% else %>
+    <div class="bg-white border border-alpha-black-100 rounded-lg p-3 flex items-center justify-between">
+      <div class="flex items-center gap-2">
+        <%= lucide_icon "alert-triangle", class: "w-4 h-4 text-red-500" %>
+        <p class="text-red-500">You have errors in your data</p>
+      </div>
+
+      <div class="flex justify-center">
+        <div class="bg-gray-50 rounded-lg inline-flex p-1 space-x-2 text-sm text-gray-900 font-medium">
+          <%= link_to "All rows", import_clean_path(@import, per_page: params[:per_page], view: "all"), class: "p-2 rounded-lg #{params[:view] != 'errors' ? 'bg-white' : ''}" %>
+          <%= link_to "Error rows", import_clean_path(@import, per_page: params[:per_page], view: "errors"), class: "p-2 rounded-lg #{params[:view] == 'errors' ? 'bg-white' : ''}" %>
+        </div>
+      </div>
+    </div>
+  <% end %>
+
+  <div class="pb-12">
+    <div class="bg-gray-25 rounded-xl p-1 mb-6">
+      <div style="grid-template-columns: repeat(<%= @import.column_keys.count %>, 1fr)" class="grid items-center uppercase text-xs font-medium text-gray-500 py-3">
+        <% @import.column_keys.each do |key| %>
+          <div class="px-5"><%= import_col_label(key) %></div>
+        <% end %>
+      </div>
+
+      <div class="bg-white border border-alpha-black-200 rounded-xl shadow-xs divide-y divide-alpha-black-200">
+        <% @rows.each do |row| %>
+          <%= render "import/rows/form", row: row %>
+        <% end %>
+      </div>
+    </div>
+  </div>
+
+  <div class="fixed bottom-0 left-1/2 -translate-x-1/2 w-full p-12">
+    <div class="border border-alpha-black-100 rounded-lg p-3 max-w-screen-sm mx-auto bg-white shadow-xs">
+      <%= render "application/pagination", pagy: @pagy %>
+    </div>
+  </div>
+</div>

app/views/import/configurations/_account_import.html.erb

@@ -0,0 +1,9 @@
+<%# locals: (import:) %>
+
+<%= styled_form_with model: @import, url: import_configuration_path(@import), scope: :import, method: :patch, class: "space-y-2" do |form| %>
+  <%= form.select :entity_type_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Entity Type" } %>
+  <%= form.select :name_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Name (optional)" } %>
+  <%= form.select :amount_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Balance" } %>
+
+  <%= form.submit "Apply configuration", class: "w-full btn btn--primary", disabled: import.complete? %>
+<% end %>

app/views/import/configurations/_mint_import.html.erb

@@ -0,0 +1,25 @@
+<%# locals: (import:) %>
+
+<div class="flex items-center justify-between border border-alpha-black-200 rounded-lg bg-green-500/5 p-5 gap-4">
+  <%= lucide_icon("check-circle", class: "w-5 h-5 shrink-0 text-green-500") %>
+  <p class="text-sm text-gray-900 italic">We have pre-configured your Mint import for you. Please proceed to the next step.</p>
+</div>
+
+<%= styled_form_with model: @import, url: import_configuration_path(@import), scope: :import, method: :patch, class: "space-y-2" do |form| %>
+  <div class="flex items-center gap-2">
+    <%= form.select :date_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Date" }, required: true, disabled: import.complete? %>
+    <%= form.select :date_format, [["DD-MM-YYYY", "%d-%m-%Y"], ["MM-DD-YYYY", "%m-%d-%Y"], ["YYYY-MM-DD", "%Y-%m-%d"], ["DD/MM/YYYY", "%d/%m/%Y"], ["YYYY/MM/DD", "%Y/%m/%d"], ["MM/DD/YYYY", "%m/%d/%Y"]], { label: true }, required: true, disabled: import.complete? %>
+  </div>
+
+  <div class="flex items-center gap-2">
+    <%= form.select :amount_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Amount" }, required: true, disabled: import.complete? %>
+    <%= form.select :signage_convention, [["Incomes are negative", "inflows_negative"], ["Incomes are positive", "inflows_positive"]], { label: true }, disabled: import.complete? %>
+  </div>
+
+  <%= form.select :account_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Account (optional)" }, disabled: import.complete? %>
+  <%= form.select :name_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Name (optional)" }, disabled: import.complete? %>
+  <%= form.select :category_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Category (optional)" }, disabled: import.complete? %>
+  <%= form.select :tags_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Tags (optional)" }, disabled: import.complete? %>
+
+  <%= form.submit "Apply configuration", class: "w-full btn btn--primary", disabled: import.complete? %>
+<% end %>

app/views/import/configurations/_trade_import.html.erb

@@ -0,0 +1,20 @@
+<%# locals: (import:) %>
+
+<%= styled_form_with model: @import, url: import_configuration_path(@import), scope: :import, method: :patch, class: "space-y-2" do |form| %>
+  <div class="flex items-center gap-2">
+    <%= form.select :date_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Date" }, required: true %>
+    <%= form.select :date_format, [["DD-MM-YYYY", "%d-%m-%Y"], ["MM-DD-YYYY", "%m-%d-%Y"], ["YYYY-MM-DD", "%Y-%m-%d"], ["DD/MM/YYYY", "%d/%m/%Y"], ["YYYY/MM/DD", "%Y/%m/%d"], ["MM/DD/YYYY", "%m/%d/%Y"]], label: true, required: true %>
+  </div>
+
+  <div class="flex items-center gap-2">
+    <%= form.select :qty_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Quantity" } %>
+    <%= form.select :signage_convention, [["Buys are positive qty", "inflows_positive"], ["Buys are negative qty", "inflows_negative"]], label: true %>
+  </div>
+
+  <%= form.select :ticker_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Ticker" } %>
+  <%= form.select :price_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Price" } %>
+  <%= form.select :account_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Account (optional)" } %>
+  <%= form.select :name_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Name (optional)" } %>
+
+  <%= form.submit "Apply configuration", class: "w-full btn btn--primary", disabled: import.complete? %>
+<% end %>

app/views/import/configurations/_transaction_import.html.erb

@@ -0,0 +1,21 @@
+<%# locals: (import:) %>
+
+<%= styled_form_with model: @import, url: import_configuration_path(@import), scope: :import, method: :patch, class: "space-y-2" do |form| %>
+  <div class="flex items-center gap-2">
+    <%= form.select :date_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Date" }, required: true %>
+    <%= form.select :date_format, [["DD-MM-YYYY", "%d-%m-%Y"], ["MM-DD-YYYY", "%m-%d-%Y"], ["YYYY-MM-DD", "%Y-%m-%d"], ["DD/MM/YYYY", "%d/%m/%Y"], ["YYYY/MM/DD", "%Y/%m/%d"], ["MM/DD/YYYY", "%m/%d/%Y"]], label: true, required: true %>
+  </div>
+
+  <div class="flex items-center gap-2">
+    <%= form.select :amount_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Amount" }, required: true %>
+    <%= form.select :signage_convention, [["Incomes are positive", "inflows_positive"], ["Incomes are negative", "inflows_negative"]], label: true %>
+  </div>
+
+  <%= form.select :account_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Account (optional)" } %>
+  <%= form.select :name_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Name (optional)" } %>
+  <%= form.select :category_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Category (optional)" } %>
+  <%= form.select :tags_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Tags (optional)" } %>
+  <%= form.select :notes_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Notes (optional)" } %>
+
+  <%= form.submit "Apply configuration", class: "w-full btn btn--primary", disabled: import.complete? %>
+<% end %>

app/views/import/configurations/show.html.erb

@@ -0,0 +1,22 @@
+<%= content_for :header_nav do %>
+  <%= render "imports/nav", import: @import %>
+<% end %>
+
+<%= content_for :previous_path, import_upload_path(@import) %>
+
+<div>
+  <div class="space-y-4">
+    <div class="text-center space-y-2">
+      <h1 class="text-3xl text-gray-900 font-medium"><%= t(".title") %></h1>
+      <p class="text-gray-500 text-sm"><%= t(".description") %></p>
+    </div>
+
+    <div class="mx-auto max-w-lg">
+      <%= render partial: permitted_import_configuration_path(@import), locals: { import: @import } %>
+    </div>
+  </div>
+
+  <div class="mx-auto max-w-screen-lg my-12">
+    <%= render "imports/table", headers: @import.csv_headers, rows: @import.csv_sample, caption: "Sample data from your uploaded CSV" %>
+  </div>
+</div>

app/views/import/confirms/_mappings.html.erb

@@ -0,0 +1,29 @@
+<%# locals: (import:, mapping_class:, step_idx:) %>
+
+<% mappings = mapping_class.for_import(import) %>
+<% is_last_step = step_idx == import.mapping_steps.count - 1 %>
+
+<div class="space-y-4">
+  <div class="bg-gray-25 rounded-xl p-1 space-y-1 w-[650px]">
+    <div class="grid grid-cols-3 gap-2 text-xs font-medium text-gray-500 uppercase px-5 py-3">
+      <p>CSV <%= mapping_label(mapping_class) %></p>
+      <p>Maybe <%= mapping_label(mapping_class) %></p>
+      <p class="justify-self-end">Rows</p>
+    </div>
+
+    <div class="border border-alpha-black-25 rounded-md shadow-xs divide-y divide-alpha-black-100 text-sm">
+      <% mappings.sort_by(&:key).each do |mapping| %>
+        <div class="px-5 py-3 bg-white first:rounded-tl-xl first:rounded-tr-xl last:rounded-bl-xl last:rounded-br-xl">
+          <%= render partial: "import/mappings/form", locals: { mapping: mapping } %>
+        </div>
+      <% end %>
+    </div>
+  </div>
+
+  <div class="flex justify-center">
+    <%= link_to is_last_step ? import_path(import) : url_for(step: step_idx + 2), class: "btn btn--primary w-36 flex items-center justify-between gap-2" do %>
+      <span>Next</span>
+      <%= lucide_icon "arrow-right", class: "w-5 h-5" %>
+    <% end %>
+  </div>
+</div>

app/views/import/confirms/show.html.erb

@@ -0,0 +1,33 @@
+<%= content_for :header_nav do %>
+  <%= render "imports/nav", import: @import %>
+<% end %>
+
+<%= content_for :previous_path, import_clean_path(@import) %>
+
+<% step_idx = (params[:step] || "1").to_i - 1 %>
+<% step_mapping_class = @import.mapping_steps[step_idx] %>
+
+<div class="space-y-12 mx-auto max-w-md mb-6">
+  <div class="flex justify-center items-center gap-2">
+    <% @import.mapping_steps.each_with_index do |step_mapping_class, idx| %>
+      <% is_active = step_idx == idx %>
+
+      <%= link_to url_for(step: idx + 1), class: "w-5 h-[3px] #{is_active ? 'bg-gray-900' : 'bg-gray-100'} rounded-xl hover:bg-gray-300 transition-colors duration-200" do %>
+        <span class="sr-only">Step <%= idx + 1 %></span>
+      <% end %>
+    <% end %>
+  </div>
+
+  <div class="text-center space-y-2">
+    <h1 class="text-3xl text-gray-900 font-medium">
+      <%= t(".#{step_mapping_class.name.demodulize.underscore}_title", import_type: @import.type.underscore.humanize) %>
+    </h1>
+    <p class="text-gray-500 text-sm">
+      <%= t(".#{step_mapping_class.name.demodulize.underscore}_description", import_type: @import.type.underscore.humanize) %>
+    </p>
+  </div>
+</div>
+
+<div class="max-w-screen-md mx-auto flex justify-center">
+  <%= render partial: "import/confirms/mappings", locals: { import: @import, mapping_class: step_mapping_class, step_idx: step_idx } %>
+</div>

app/views/import/mappings/_form.html.erb

@@ -0,0 +1,29 @@
+<%# locals: (mapping:) %>
+
+<%= styled_form_with model: mapping,
+                     scope: :import_mapping,
+                     url: import_mapping_path(mapping.import, mapping),
+                     class: "grid grid-cols-3 gap-2 items-center",
+                     data: { controller: "auto-submit-form" },
+                     html: { id: dom_id(mapping, :form) } do |form| %>
+  <span><%= mapping.key.blank? ? "(unassigned)" : mapping.key %></span>
+
+  <% if mapping.mappable_class.present? %>
+    <%= form.hidden_field :mappable_type, value: mapping.mappable_class, id: dom_id(mapping, :mappable_type) %>
+    <%= form.select :mappable_id,
+                      mapping.selectable_values,
+                      { container_class: mapping.invalid? ? "border-red-500" : nil, include_blank: mapping.requires_selection? ? "Select an option" : "Leave unassigned", selected: mapping.create_when_empty? ? mapping.class::CREATE_NEW_KEY : mapping.mappable_id },
+                      "data-auto-submit-form-target": "auto", "data-autosubmit-trigger-event": "change", disabled: mapping.import.complete?, id: dom_id(mapping, :mappable_id) %>
+  <% else %>
+    <%= form.select :value, mapping.selectable_values,
+                      { container_class: mapping.invalid? ? "border-red-500" : nil, include_blank: mapping.requires_selection? ? "Select an option" : "Leave unassigned" },
+                      "data-auto-submit-form-target": "auto", "data-autosubmit-trigger-event": "change", disabled: mapping.import.complete?, id: dom_id(mapping, :value) %>
+  <% end %>
+
+  <%= form.hidden_field :key, value: mapping.key, id: dom_id(mapping, :key) %>
+  <%= form.hidden_field :type, value: mapping.type, id: dom_id(mapping, :type) %>
+
+  <span class="justify-self-end">
+    <%= mapping.values_count %>
+  </span>
+<% end %>

app/views/import/rows/_form.html.erb

@@ -0,0 +1,27 @@
+<%# locals: (row:) %>
+
+<div style="grid-template-columns: repeat(<%= row.import.column_keys.count %>, 1fr)" class="first:rounded-tl-lg first:rounded-tr-lg last:rounded-bl-lg last:rounded-br-lg grid divide-x divide-alpha-black-200 group">
+  <% row.import.column_keys.each_with_index do |key, idx| %>
+    <%= turbo_frame_tag dom_id(row, key), title: row.valid? ? nil : row.errors.full_messages.join(", ") do %>
+      <%= form_with(
+            model: [row.import, row],
+            scope: :import_row,
+            url: import_row_path(row.import, row),
+            method: :patch,
+            data: {
+              controller: "auto-submit-form",
+              auto_submit_form_trigger_event_value: "blur"
+            }
+          ) do |form| %>
+        <%= form.text_field key,
+              "data-auto-submit-form-target": "auto",
+              class: [
+                cell_class(row, key),
+                idx == 0 ? "group-first:rounded-tl-lg group-last:rounded-bl-lg" : "",
+                idx == row.import.column_keys.count - 1 ? "group-first:rounded-tr-lg group-last:rounded-br-lg" : "",
+              ],
+              disabled: row.import.complete? %>
+      <% end %>
+    <% end %>
+  <% end %>
+</div>

app/views/import/rows/show.html.erb

@@ -0,0 +1 @@
+<%= render "import/rows/form", row: @row %>

app/views/import/uploads/show.html.erb

@@ -0,0 +1,69 @@
+<%= content_for :header_nav do %>
+  <%= render "imports/nav", import: @import %>
+<% end %>
+
+<%= content_for :previous_path, imports_path %>
+
+<div class="space-y-12">
+  <div class="space-y-4 mx-auto max-w-md">
+    <div class="text-center space-y-2">
+      <h1 class="text-3xl text-gray-900 font-medium"><%= t(".title") %></h1>
+      <p class="text-gray-500 text-sm"><%= t(".description") %></p>
+    </div>
+
+    <div data-controller="tabs" data-tabs-active-class="bg-white" data-tabs-default-tab-value="csv-paste-tab">
+      <div class="flex justify-center mb-4">
+        <div class="bg-gray-50 rounded-lg inline-flex p-1 space-x-2 text-sm text-gray-900 font-medium">
+          <button type="button" data-id="csv-paste-tab" class="p-2 rounded-lg" data-tabs-target="btn" data-action="click->tabs#select">Copy & Paste</button>
+          <button type="button" data-id="csv-upload-tab" class="p-2 rounded-lg" data-tabs-target="btn" data-action="click->tabs#select">Upload CSV</button>
+        </div>
+      </div>
+
+      <div data-tabs-target="tab" id="csv-paste-tab">
+        <%= styled_form_with model: @import, scope: :import, url: import_upload_path(@import), multipart: true, class: "space-y-2" do |form| %>
+          <%= form.select :col_sep, [["Comma (,)", ","], ["Semicolon (;)", ";"]], label: true %>
+          <%= form.text_area :raw_file_str,
+                       rows: 10,
+                       required: true,
+                       placeholder: "Paste your CSV file contents here",
+                       "data-auto-submit-form-target": "auto" %>
+
+          <%= form.submit "Upload CSV", disabled: @import.complete? %>
+        <% end %>
+
+      </div>
+
+      <div data-tabs-target="tab" id="csv-upload-tab" class="hidden">
+        <%= styled_form_with model: @import, scope: :import, url: import_upload_path(@import), multipart: true, class: "space-y-2" do |form| %>
+          <%= form.select :col_sep, [["Comma (,)", ","], ["Semicolon (;)", ";"]], label: true %>
+
+          <label for="import_csv_file" class="flex flex-col items-center justify-center w-full h-56 border-2 border-gray-300 border-dashed rounded-lg cursor-pointer bg-gray-50">
+            <div class="flex flex-col items-center justify-center pt-5 pb-6">
+              <%= form.file_field :csv_file, class: "ml-32", "data-auto-submit-form-target": "auto" %>
+            </div>
+          </label>
+
+          <%= form.submit "Upload CSV", disabled: @import.complete? %>
+        <% end %>
+      </div>
+    </div>
+  </div>
+
+  <div class="bg-alpha-black-25 rounded-xl p-1 mt-5 mx-auto max-w-screen-xl">
+    <div class="text-gray-500 p-2 mb-2">
+      <div class="flex gap-2 mb-2">
+        <%= lucide_icon("info", class: "w-5 h-5 shrink-0") %>
+        <p class="text-sm"><%= t(".instructions_1") %></p>
+
+      </div>
+
+      <ul class="list-disc list-inside text-sm pl-8">
+        <li><%= t(".instructions_2") %></li>
+        <li><%= t(".instructions_3") %></li>
+        <li><%= t(".instructions_4") %></li>
+      </ul>
+    </div>
+
+    <%= render partial: "imports/table", locals: { headers: @import.csv_template.headers, rows: @import.csv_template } %>
+  </div>
+</div>

app/views/imports/_csv_paste.html.erb

@@ -1,25 +0,0 @@
-<%= styled_form_with model: @import, url: load_import_path(@import), class: "space-y-4" do |form| %>
-    <%= form.text_area :raw_file_str,
-                       rows: 10,
-                       required: true,
-                       placeholder: "Paste your CSV file contents here",
-                       class: "rounded-md w-full border text-sm border-alpha-black-100 bg-white placeholder:text-gray-400" %>
-
-  <%= form.submit t(".next"), class: "px-4 py-2 mb-4 block w-full rounded-lg bg-gray-900 text-white text-sm font-medium", data: { turbo_confirm: (@import.raw_file_str? ? { title: t(".confirm_title"), body: t(".confirm_body"), accept: t(".confirm_accept") } : nil) } %>
-<% end %>
-
-<div class="bg-alpha-black-25 rounded-xl p-1 mt-5">
-  <div class="text-gray-500 p-2 mb-2">
-    <div class="flex gap-2 mb-2">
-      <%= lucide_icon("info", class: "w-5 h-5 shrink-0") %>
-      <p class="text-sm"><%= t(".instructions") %></p>
-    </div>
-
-    <ul class="list-disc text-sm pl-10">
-      <li><%= t(".requirement1") %></li>
-      <li><%= t(".requirement2") %></li>
-      <li><%= t(".requirement3") %></li>
-    </ul>
-  </div>
-  <%= render partial: "imports/sample_table" %>
-</div>

app/views/imports/_csv_upload.html.erb

@@ -1,39 +0,0 @@
-<%= styled_form_with model: @import, url: upload_import_path(@import), class: "dropzone space-y-4", data: { controller: "import-upload", import_upload_accepted_types_value: ["text/csv", "application/csv", ".csv"], import_upload_extension_value: "csv", import_upload_unacceptable_type_label_value: t(".allowed_filetypes") }, method: :patch, multipart: true do |form| %>
-  <div class="flex items-center justify-center w-full">
-    <label for="import_raw_file_str" class="raw-file-drop-box flex flex-col items-center justify-center w-full h-64 border-2 border-gray-300 border-dashed rounded-lg cursor-pointer bg-gray-50" data-action="dragover->import-upload#dragover dragleave->import-upload#dragleave drop->import-upload#drop">
-      <div class="flex flex-col items-center justify-center pt-5 pb-6">
-        <%= lucide_icon "plus", class: "w-5 h-5 text-gray-500" %>
-        <%= form.file_field :raw_file_str, class: "hidden", direct_upload: false, accept: "text/csv,.csv,application/csv", data: { import_upload_target: "input", action: "change->import-upload#addFile" } %>
-        <p class="mb-2 text-sm text-gray-500 mt-3">Drag and drop your csv file here or <span class="text-black">click to browse</span></p>
-        <p class="text-xs text-gray-500">CSV (Max. 5MB)</p>
-        <div class="csv-preview" data-import-upload-target="preview"></div>
-      </div>
-    </label>
-  </div>
-  <%= form.submit t(".next"), class: "px-4 py-2 mb-4 block w-full rounded-lg bg-alpha-black-25 text-gray text-sm font-medium", data: { import_upload_target: "submit", turbo_confirm: (@import.raw_file_str? ? { title: t(".confirm_title"), body: t(".confirm_body"), accept: t(".confirm_accept") } : nil) } %>
-<% end %>
-
-<div id="template-preview" class="hidden">
-  <div class="flex flex-col items-center justify-center">
-    <%= lucide_icon "file-text", class: "w-10 h-10 pt-2 text-black" %>
-    <div class="flex flex-row items-center justify-center gap-0.5">
-      <div><span data-import-upload-target="filename"></span></div>
-      <div><span data-import-upload-target="filesize" class="font-semibold"></span></div>
-    </div>
-  </div>
-</div>
-
-<div class="bg-alpha-black-25 rounded-xl p-1 mt-5">
-  <div class="text-gray-500 p-2 mb-2">
-    <div class="flex gap-2 mb-2">
-      <%= lucide_icon("info", class: "w-5 h-5 shrink-0") %>
-      <p class="text-sm">
-        <%= t(".instructions") %>
-        <span class="text-black underline">
-          <%= link_to "download this template", "/transactions.csv", download: "" %>
-        </span>
-      </p>
-    </div>
-  </div>
-  <%= render partial: "imports/sample_table" %>
-</div>

app/views/imports/_empty.html.erb

@@ -1,7 +1,7 @@
 <div class="flex justify-center items-center py-20">
-  <div class="text-center flex flex-col items-center max-w-[300px]">
+  <div class="text-center flex flex-col items-center max-w-[300px] gap-4">
     <p class="text-gray-900 mb-1 font-medium text-sm"><%= t(".message") %></p>
-    <%= link_to new_import_path(enable_type_selector: true), class: "w-fit flex text-white text-sm font-medium items-center gap-1 bg-gray-900 rounded-lg p-2 pr-3", data: { turbo_frame: "modal" } do %>
+    <%= link_to new_import_path(enable_type_selector: true), class: "btn btn--primary flex items-center gap-2", data: { turbo_frame: "modal" } do %>
       <%= lucide_icon("plus", class: "w-5 h-5") %>
       <span><%= t(".new") %></span>
     <% end %>

app/views/imports/_failure.html.erb

@@ -0,0 +1,18 @@
+<%# locals: (import:) %>
+
+<div class="h-full flex flex-col justify-center items-center">
+  <div class="space-y-6 max-w-sm">
+    <div class="mx-auto bg-red-500/5 h-8 w-8 rounded-full flex items-center justify-center">
+      <%= lucide_icon "alert-octagon", class: "w-5 h-5 text-red-500" %>
+    </div>
+
+    <div class="text-center space-y-2">
+      <h1 class="font-medium text-gray-900 text-center text-3xl">Import failed</h1>
+      <p class="text-sm text-gray-500">Please check that your file format, for any errors and that all required fields are filled, then come back and try again.</p>
+    </div>
+
+    <div>
+      <%= button_to "Try again", publish_import_path(import), class: "btn btn--primary text-center w-full" %>
+    </div>
+  </div>
+</div>

app/views/imports/_form.html.erb

@@ -1,8 +0,0 @@
-<%= styled_form_with model: @import do |form| %>
-  <div class="mb-4 space-y-3">
-    <%= form.collection_select :account_id, Current.family.accounts.alphabetically, :id, :name, { prompt: t(".select_account"), label: t(".account"), required: true } %>
-    <%= form.collection_select :col_sep, Import::Csv::COL_SEP_LIST, :to_s, -> { t(".col_sep_char.#{_1.ord}") }, { prompt: t(".select_col_sep"), label: t(".col_sep"), required: true } %>
-  </div>
-
-  <%= form.submit t(".next"), class: "px-4 py-2 block w-full rounded-lg bg-gray-900 text-white text-sm font-medium cursor-pointer hover:bg-gray-700" %>
-<% end %>

app/views/imports/_import.html.erb

@@ -1,10 +1,9 @@
-<div id="<%= dom_id import %>" class="flex items-center justify-between mx-4 py-5 border-b last:border-b-0 border-alpha-black-50">
+<div id="<%= dom_id import %>" class="flex items-center justify-between mx-4 py-4 border-b last:border-b-0 border-alpha-black-50">
-  <div>
 
-    <div class="flex items-center gap-1 mb-1">
+  <div class="flex items-center gap-2 mb-1">
-      <p class="text-sm text-gray-900">
+    <%= link_to import_path(import), class: "text-sm text-gray-900 hover:underline" do %>
-        <%= t(".label", account: import.account.name) %>
+      <%= t(".label", type: import.type.titleize, datetime: import.updated_at.strftime("%b %-d, %Y at %l:%M %p")) %>
-      </p>
+    <% end %>
 
     <% if import.pending? %>
       <span class="px-1 py text-xs rounded-full bg-gray-500/5 text-gray-500 border border-alpha-black-50">
@@ -25,27 +24,16 @@
     <% end %>
   </div>
 
-    <% if import.complete? %>
-      <p class="text-xs text-gray-500"><%= t(".completed_on", datetime: import.updated_at.strftime("%Y-%m-%d")) %></p>
-    <% else %>
-      <p class="text-xs text-gray-500"><%= t(".started_on", datetime: import.created_at.strftime("%Y-%m-%d")) %></p>
-    <% end %>
-  </div>
-
-  <% if import.complete? %>
-    <div class="w-7 h-7 bg-green-500/5 flex items-center justify-center rounded-full">
-      <%= lucide_icon("check", class: "text-green-500 w-4 h-4") %>
-    </div>
-  <% else %>
   <%= contextual_menu do %>
     <div class="w-48 p-1 text-sm leading-6 text-gray-900 bg-white shadow-lg shrink rounded-xl ring-1 ring-gray-900/5">
-        <%= link_to edit_import_path(import),
+      <%= link_to import_path(import),
                     class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg" do %>
-          <%= lucide_icon "pencil-line", class: "w-5 h-5 text-gray-500" %>
+        <%= lucide_icon "eye", class: "w-5 h-5 text-gray-500" %>
 
-          <span><%= t(".edit") %></span>
+        <span><%= t(".view") %></span>
       <% end %>
 
+      <% unless import.complete? %>
         <%= button_to import_path(import),
                       method: :delete,
                       class: "block w-full py-2 px-3 space-x-2 text-red-600 hover:bg-red-50 flex items-center rounded-lg",
@@ -54,8 +42,7 @@
 
           <span><%= t(".delete") %></span>
         <% end %>
+      <% end %>
     </div>
   <% end %>
-  <% end %>
-
 </div>

app/views/imports/_importing.html.erb

@@ -0,0 +1,19 @@
+<%# locals: (import:) %>
+
+<div class="h-full flex flex-col justify-center items-center">
+  <div class="space-y-6 max-w-sm">
+    <div class="mx-auto bg-gray-500/5 h-8 w-8 rounded-full flex items-center justify-center">
+      <%= lucide_icon "loader", class: "animate-pulse w-5 h-5 text-gray-500" %>
+    </div>
+
+    <div class="text-center space-y-2">
+      <h1 class="font-medium text-gray-900 text-center text-3xl">Import in progress</h1>
+      <p class="text-sm text-gray-500">Your import is in progress. Check the imports menu for status updates or click 'Check Status' to refresh the page for updates. Feel free to continue using the app.</p>
+    </div>
+
+    <div class="space-y-2">
+      <%= link_to "Check status", import_path(import), class: "block btn btn--primary text-center w-full" %>
+      <%= link_to "Back to dashboard", root_path, class: "block btn btn--secondary text-center w-full" %>
+    </div>
+  </div>
+</div>

app/views/imports/_nav.html.erb

@@ -0,0 +1,40 @@
+<%# locals: (import:) %>
+
+<% steps = [
+  { name: "Upload", path: import_upload_path(import), is_complete: import.uploaded?, step_number: 1 },
+  { name: "Configure", path: import_configuration_path(import), is_complete: import.configured?, step_number: 2 },
+  { name: "Clean", path: import_clean_path(import), is_complete: import.cleaned?, step_number: 3 },
+  { name: "Map", path: import_confirm_path(import), is_complete: import.publishable?, step_number: 4 },
+  { name: "Confirm", path: import_path(import), is_complete: import.complete?, step_number: 5 }
+] %>
+
+<ul class="flex items-center gap-2">
+  <% steps.each_with_index do |step, idx| %>
+    <li class="flex items-center gap-2 group">
+      <% is_current = request.path == step[:path] %>
+
+      <% text_class = if is_current
+                  "text-gray-900"
+                else
+                  step[:is_complete] ? "text-green-600" : "text-gray-500"
+                end %>
+      <% step_class = if is_current
+                  "bg-gray-900 text-white"
+                else
+                  step[:is_complete] ? "bg-green-600/10 border-alpha-black-25" : "bg-gray-50"
+                end %>
+
+      <%= link_to step[:path], class: "flex items-center gap-3" do %>
+        <div class="flex items-center gap-2 text-sm font-medium <%= text_class %>">
+          <span class="<%= step_class %> w-7 h-7 rounded-full shrink-0 inline-flex items-center justify-center border border-transparent">
+            <%= step[:is_complete] && !is_current ? lucide_icon("check", class: "w-4 h-4") : idx + 1 %>
+          </span>
+
+          <span><%= step[:name] %></span>
+        </div>
+      <% end %>
+
+      <div class="h-px bg-alpha-black-200 w-12 group-last:hidden"></div>
+    </li>
+  <% end %>
+</ul>

app/views/imports/_nav_step.html.erb

@@ -1,18 +0,0 @@
-<% is_current = request.path == step[:path] %>
-<% text_class = if is_current
-                  "text-gray-900"
-                else
-                  step[:complete] ? "text-green-600" : "text-gray-500"
-                end %>
-<% step_class = if is_current
-                  "bg-gray-900 text-white"
-                else
-                  step[:complete] ? "bg-green-600/10 border-alpha-black-25" : "bg-gray-50"
-                end %>
-
-<div class="flex items-center gap-2 text-sm font-medium <%= text_class %>">
-  <span class="<%= step_class %> w-7 h-7 rounded-full shrink-0 inline-flex items-center justify-center border border-transparent">
-    <%= step[:complete] && !is_current ? lucide_icon("check", class: "w-4 h-4") : step_idx + 1 %>
-  </span>
-  <span><%= step[:name] %></span>
-</div>

app/views/imports/_ready.html.erb

@@ -0,0 +1,39 @@
+<%# locals: (import:) %>
+
+<div class="text-center space-y-2 mb-4 mx-auto max-w-md">
+  <h1 class="text-3xl text-gray-900 font-medium"><%= t(".title") %></h1>
+  <p class="text-gray-500 text-sm"><%= t(".description") %></p>
+</div>
+
+<div class="mx-auto max-w-screen-sm space-y-4">
+  <div class="bg-gray-25 rounded-xl p-1 space-y-1">
+    <div class="flex justify-between items-center text-xs font-medium text-gray-500 uppercase px-5 py-3">
+      <p>item</p>
+      <p class="justify-self-end">count</p>
+    </div>
+
+    <div class="bg-white border border-alpha-black-25 rounded-lg shadow-xs text-sm">
+      <% import.dry_run.each do |key, count| %>
+        <% resource = dry_run_resource(key) %>
+
+        <div class="flex items-center justify-between gap-2 bg-white px-5 py-3 rounded-tl-lg rounded-tr-lg">
+          <div class="flex items-center gap-3">
+            <div class="<%= resource.bg_class %> w-8 h-8 rounded-full flex justify-center items-center">
+              <%= lucide_icon resource.icon, class: "#{resource.text_class} w-5 h-5 shrink-0" %>
+            </div>
+
+            <p><%= resource.label %></p>
+          </div>
+
+          <p class="justify-self-end"><%= count %></p>
+        </div>
+
+        <% if key != import.dry_run.keys.last %>
+          <div class="h-px bg-alpha-black-50 ml-14 mr-5"></div>
+        <% end %>
+      <% end %>
+    </div>
+  </div>
+
+  <%= button_to "Publish import", publish_import_path(import), class: "btn btn--primary w-full" %>
+</div>

app/views/imports/_sample_table.html.erb

@@ -1,26 +0,0 @@
-<!--TODO: Once we have more styled tables for reference, refactor and DRY this up -->
-<div class="grid grid-cols-5 border border-alpha-black-200 rounded-md shadow-xs text-sm bg-white">
-  <div class="bg-gray-25 px-3 py-2.5 border-b border-b-alpha-black-200 font-medium rounded-tl-md">date</div>
-  <div class="bg-gray-25 px-3 py-2.5 border-b border-b-alpha-black-200 font-medium">name</div>
-  <div class="bg-gray-25 px-3 py-2.5 border-b border-b-alpha-black-200 font-medium">category</div>
-  <div class="bg-gray-25 px-3 py-2.5 border-b border-b-alpha-black-200 font-medium">tags</div>
-  <div class="bg-gray-25 px-3 py-2.5 border-b border-b-alpha-black-200 font-medium rounded-tr-md">amount</div>
-
-  <div class="px-3 py-2.5 border-b border-b-alpha-black-200">2024-01-01</div>
-  <div class="px-3 py-2.5 border-b border-b-alpha-black-200">Amazon</div>
-  <div class="px-3 py-2.5 border-b border-b-alpha-black-200">Shopping</div>
-  <div class="px-3 py-2.5 border-b border-b-alpha-black-200">Tag1|Tag2</div>
-  <div class="px-3 py-2.5 border-b border-b-alpha-black-200">-24.99</div>
-
-  <div class="px-3 py-2.5 border-b border-b-alpha-black-200">2024-03-01</div>
-  <div class="px-3 py-2.5 border-b border-b-alpha-black-200">Spotify</div>
-  <div class="px-3 py-2.5 border-b border-b-alpha-black-200"></div>
-  <div class="px-3 py-2.5 border-b border-b-alpha-black-200"></div>
-  <div class="px-3 py-2.5 border-b border-b-alpha-black-200">-16.32</div>
-
-  <div class="px-3 py-2.5 border-b border-b-alpha-black-200 rounded-bl-md">2023-01-06</div>
-  <div class="px-3 py-2.5 border-b border-b-alpha-black-200">Acme</div>
-  <div class="px-3 py-2.5 border-b border-b-alpha-black-200">Income</div>
-  <div class="px-3 py-2.5 border-b border-b-alpha-black-200">Tag3</div>
-  <div class="px-3 py-2.5 border-b border-b-alpha-black-200 rounded-br-md">151.22</div>
-</div>

app/views/imports/_success.html.erb

@@ -0,0 +1,18 @@
+<%# locals: (import:) %>
+
+<div class="h-full flex flex-col justify-center items-center">
+  <div class="space-y-6 max-w-sm">
+    <div class="mx-auto bg-green-500/5 h-8 w-8 rounded-full flex items-center justify-center">
+      <%= lucide_icon "check", class: "w-5 h-5 text-green-500" %>
+    </div>
+
+    <div class="text-center space-y-2">
+      <h1 class="font-medium text-gray-900 text-center text-3xl">Import successful</h1>
+      <p class="text-sm text-gray-500">Your imported data has been successfully added to the app and is now ready for use.</p>
+    </div>
+
+    <div>
+      <%= link_to "Back to dashboard", root_path, class: "block btn btn--primary text-center w-full" %>
+    </div>
+  </div>
+</div>

app/views/imports/_table.html.erb

@@ -0,0 +1,37 @@
+<%# locals: (headers: [], rows: [], caption: nil) %>
+<div class="overflow-x-auto">
+  <div class="border border-alpha-black-200 rounded-md shadow-xs text-sm bg-white w-full">
+    <div class="grid border-b border-b-alpha-black-200" style="grid-template-columns: repeat(<%= headers.length %>, minmax(0, 1fr))">
+      <% headers.each_with_index do |header, index| %>
+        <div class="
+          bg-gray-25 px-3 py-2.5 font-medium whitespace-nowrap overflow-x-auto
+          first:rounded-tl-md last:rounded-tr-md
+          <%= "border-r border-r-alpha-black-200" unless index == headers.length - 1 %>
+        ">
+          <%= header %>
+        </div>
+      <% end %>
+    </div>
+
+    <% rows.each_with_index do |row, row_index| %>
+      <div class="grid <%= "border-b border-b-alpha-black-200" if row_index < rows.length - 1 || caption %>" style="grid-template-columns: repeat(<%= headers.length %>, minmax(0, 1fr))">
+        <% row.each_with_index do |(header, value), col_index| %>
+          <div class="
+            px-3 py-2.5 whitespace-nowrap overflow-x-auto flex items-start
+            <%= "border-r border-r-alpha-black-200" unless col_index == row.length - 1 %>
+            <%= "rounded-bl-md" if !caption && row_index == rows.length - 1 && col_index == 0 %>
+            <%= "rounded-br-md" if !caption && row_index == rows.length - 1 && col_index == row.length - 1 %>
+          ">
+            <%= value %>
+          </div>
+        <% end %>
+      </div>
+    <% end %>
+
+    <% if caption %>
+      <div class="px-3 py-2.5 text-center text-xs text-gray-900 rounded-b-md italic bg-gray-25 overflow-x-auto">
+        <%= caption %>
+      </div>
+    <% end %>
+  </div>
+</div>

app/views/imports/_type_selector.html.erb

@@ -1,65 +0,0 @@
-<div class="p-4 space-y-4 max-w-[420px]">
-
-  <div class="space-y-2">
-    <div class="flex justify-between items-center">
-      <h2 class="font-medium text-gray-900"><%= t(".import_transactions") %></h2>
-      <button data-action="modal#close">
-        <%= lucide_icon("x", class: "w-5 h-5 text-gray-900") %>
-      </button>
-    </div>
-
-    <p class="text-gray-500 text-sm"><%= t(".description") %></p>
-  </div>
-
-  <div class="rounded-xl bg-gray-25 p-1">
-    <h3 class="uppercase text-gray-500 text-xs font-medium px-3 py-1.5"><%= t(".sources") %></h3>
-    <ul class="bg-white border border-alpha-black-25 rounded-lg shadow-xs">
-      <li>
-        <% if Current.family.imports.pending.present? %>
-          <%= link_to edit_import_path(Current.family.imports.pending.ordered.first), class: "flex items-center gap-3 p-4 group cursor-pointer", data: { turbo: false } do %>
-            <div class="bg-orange-500/5 rounded-md w-8 h-8 flex items-center justify-center">
-              <%= lucide_icon("loader", class: "w-5 h-5 text-orange-500") %>
-            </div>
-            <span class="text-sm text-gray-900 group-hover:text-gray-700">
-              <%= t(".resume_latest_import") %>
-            </span>
-            <%= lucide_icon("chevron-right", class: "w-5 h-5 text-gray-500 ml-auto") %>
-          <% end %>
-
-          <div class="pl-14 pr-3">
-            <div class="h-px bg-alpha-black-50"></div>
-          </div>
-        </li>
-      <% end %>
-      <li>
-        <%= link_to new_import_path, class: "flex items-center gap-3 p-4 group cursor-pointer", data: { turbo: false } do %>
-          <div class="bg-indigo-500/5 rounded-md w-8 h-8 flex items-center justify-center">
-            <%= lucide_icon("file-spreadsheet", class: "w-5 h-5 text-indigo-500") %>
-          </div>
-          <span class="text-sm text-gray-900 group-hover:text-gray-700">
-            <%= t(".import_from_csv") %>
-          </span>
-          <%= lucide_icon("chevron-right", class: "w-5 h-5 text-gray-500 ml-auto") %>
-        <% end %>
-
-        <div class="pl-14 pr-3">
-          <div class="h-px bg-alpha-black-50"></div>
-        </div>
-      </li>
-      <li>
-        <div class="flex items-center gap-3 p-4 group cursor-not-allowed">
-          <%= image_tag("mint-logo.jpeg", alt: "Mint logo", class: "w-8 h-8 rounded-md") %>
-          <span class="text-sm text-gray-400">
-            <%= t(".import_from_mint") %>
-          </span>
-          <span class="bg-indigo-500/5 rounded-full px-1.5 py-0.5 border border-alpha-black-25 uppercase text-xs font-medium text-indigo-500"><%= t(".soon") %></span>
-          <%= lucide_icon("chevron-right", class: "w-5 h-5 text-gray-300 ml-auto") %>
-        </div>
-
-        <div class="pl-14 pr-3">
-          <div class="h-px bg-alpha-black-50"></div>
-        </div>
-      </li>
-    </ul>
-  </div>
-</div>

app/views/imports/clean.html.erb

@@ -1,48 +0,0 @@
-<%= content_for :return_to_path, return_to_path(params, imports_path) %>
-
-<div class="mx-auto max-w-screen-md w-full py-24">
-  <h1 class="sr-only"><%= t(".clean_import") %></h1>
-
-  <div class="text-center space-y-2 max-w-[400px] mx-auto mb-8">
-    <h2 class="text-3xl text-gray-900 font-medium"><%= t(".clean_and_edit") %></h2>
-    <p class="text-gray-500 text-sm"><%= t(".clean_description") %></p>
-  </div>
-
-  <div class="bg-gray-25 rounded-xl p-1 mb-6">
-    <div
-      class="grid items-center uppercase text-xs font-medium text-gray-500 py-3"
-      style="grid-template-columns: repeat(<%= @import.expected_fields.size %>, 1fr);">
-      <% @import.expected_fields.each do |field| %>
-        <div class="px-5"><%= field.label %></div>
-      <% end %>
-    </div>
-
-    <div class="bg-white border border-alpha-black-200 rounded-xl shadow-xs divide-y divide-alpha-black-200">
-      <% @import.csv.table.each_with_index do |row, row_index| %>
-        <div
-          class="grid divide-x divide-alpha-black-200"
-          style="grid-template-columns: repeat(<%= @import.expected_fields.size %>, 1fr);">
-          <% row.fields.each_with_index do |value, col_index| %>
-            <%= form_with model: @import,
-                          url: clean_import_url(@import),
-                          method: :patch,
-                          data: { turbo: false, controller: "auto-submit-form", "auto-submit-form-trigger-event-value" => "blur" } do |form| %>
-              <%= form.fields_for :csv_update do |ff| %>
-                <%= ff.hidden_field :row_idx, value: row_index %>
-                <%= ff.hidden_field :col_idx, value: col_index %>
-                <%= ff.text_field :value, value: value,
-                                  id: "cell-#{row_index}-#{col_index}",
-                                  class: "#{@import.csv.cell_valid?(row_index, col_index) ? "focus:border-transparent border-transparent" : "border-red-500"} border px-4 py-3.5 text-sm w-full bg-transparent focus:ring-gray-900 focus:ring-2 focus-visible:outline-none #{table_corner_class(row_index, col_index, @import.csv.table, row.fields)}",
-                                  data: { "auto-submit-form-target" => "auto" } %>
-              <% end %>
-            <% end %>
-          <% end %>
-        </div>
-      <% end %>
-    </div>
-  </div>
-
-  <% if @import.csv.valid? %>
-    <%= link_to "Next", confirm_import_path(@import), class: "px-4 py-2 block w-60 text-center mx-auto rounded-lg bg-gray-900 text-white text-sm font-medium hover:bg-gray-700", data: { turbo: false } %>
-  <% end %>
-</div>

app/views/imports/configure.html.erb

@@ -1,23 +0,0 @@
-<%= content_for :return_to_path, return_to_path(params, imports_path) %>
-
-<div class="mx-auto max-w-[400px] w-full py-24 space-y-4">
-  <h1 class="sr-only"><%= t(".configure_title") %></h1>
-
-  <div class="text-center space-y-2">
-    <h2 class="text-3xl text-gray-900 font-medium"><%= t(".configure_subtitle") %></h2>
-    <p class="text-gray-500 text-sm"><%= t(".configure_description") %></p>
-  </div>
-
-  <%= styled_form_with model: @import, url: configure_import_path(@import), class: "space-y-4" do |form| %>
-      <%= form.fields_for :column_mappings do |mappings| %>
-        <% @import.expected_fields.each do |field| %>
-          <%= mappings.select field.key,
-                              options_for_select(@import.available_headers, @import.get_selected_header_for_field(field)),
-                              label: field.label,
-                              include_blank: field.optional? ? t(".optional") : false %>
-        <% end %>
-      <% end %>
-
-    <%= form.submit t(".next"), class: "px-4 py-2 block w-full rounded-lg bg-gray-900 text-white text-sm font-medium cursor-pointer hover:bg-gray-700", data: { turbo_confirm: (@import.column_mappings? ? { title: t(".confirm_title"), body: t(".confirm_body"), accept: t(".confirm_accept") } : nil) } %>
-  <% end %>
-</div>

app/views/imports/confirm.html.erb

@@ -1,18 +0,0 @@
-<%= content_for :return_to_path, return_to_path(params, imports_path) %>
-
-<div class="mx-auto max-w-screen-md w-full py-24">
-  <h1 class="sr-only"><%= t(".confirm_title") %></h1>
-
-  <div class="text-center space-y-2 max-w-[400px] mx-auto mb-8">
-    <h2 class="text-3xl text-gray-900 font-medium"><%= t(".confirm_subtitle") %></h2>
-    <p class="text-gray-500 text-sm"><%= t(".confirm_description") %></p>
-  </div>
-
-  <div class="mb-8 space-y-4">
-    <%= entries_by_date(@import.dry_run, selectable: false) do |entries| %>
-      <%= render entries, show_tags: true, selectable: false, editable: false %>
-    <% end %>
-  </div>
-
-  <%= button_to "Import " + @import.csv.table.size.to_s + " transactions", confirm_import_path(@import), method: :patch, class: "px-4 py-2 block w-60 text-center mx-auto rounded-lg bg-gray-900 text-white text-sm font-medium hover:bg-gray-700", data: { turbo: false } %>
-</div>

app/views/imports/edit.html.erb

@@ -1,10 +0,0 @@
-<%= content_for :return_to_path, return_to_path(params, imports_path) %>
-
-<div class="mx-auto max-w-[400px] w-full py-56">
-  <h1 class="sr-only"><%= t(".edit_title") %></h1>
-  <div class="space-y-2 mb-6 text-center">
-    <p class="text-3xl font-medium text-gray-900"><%= t(".header_text") %></p>
-    <p class="text-gray-500 text-sm"><%= t(".description_text") %></p>
-  </div>
-  <%= render "form", import: @import %>
-</div>

app/views/imports/index.html.erb

@@ -6,7 +6,7 @@
   <div class="flex items-center justify-between">
     <h1 class="text-xl font-medium text-gray-900"><%= t(".title") %></h1>
 
-    <%= link_to new_import_path(enable_type_selector: true), class: "rounded-lg bg-gray-900 text-white flex items-center gap-1 justify-center hover:bg-gray-700 px-3 py-2", data: { turbo_frame: :modal } do %>
+    <%= link_to new_import_path, class: "btn btn--primary flex items-center gap-2", data: { turbo_frame: :modal } do %>
       <%= lucide_icon("plus", class: "w-5 h-5") %>
       <span><%= t(".new") %></span>
     <% end %>
@@ -19,7 +19,7 @@
         <h2 class="uppercase px-4 py-2 text-gray-500 text-xs"><%= t(".imports") %> · <%= @imports.size %></h2>
 
         <div class="border border-alpha-gray-100 rounded-lg bg-white shadow-xs">
-          <%= render @imports.ordered %>
+          <%= render partial: "imports/import", collection: @imports.ordered %>
         </div>
       </div>
     <% end %>

app/views/imports/load.html.erb

@@ -1,25 +0,0 @@
-<%= content_for :return_to_path, return_to_path(params, imports_path) %>
-
-<div class="mx-auto max-w-[550px] w-full py-24 space-y-4">
-  <h1 class="sr-only"><%= t(".load_title") %></h1>
-
-  <div class="text-center space-y-2">
-    <h2 class="text-3xl text-gray-900 font-medium"><%= t(".subtitle") %></h2>
-    <p class="text-gray-500 text-sm"><%= t(".description") %></p>
-  </div>
-
-  <div data-controller="tabs" data-tabs-active-class="bg-white" data-tabs-default-tab-value="csv-upload-tab">
-    <div class="flex justify-center mb-4">
-      <div class="bg-gray-50 rounded-lg inline-flex p-1 space-x-2 text-sm text-gray-900 font-medium">
-        <button data-id="csv-upload-tab" class="p-2 rounded-lg" data-tabs-target="btn" data-action="click->tabs#select">Upload CSV</button>
-        <button data-id="csv-paste-tab" class="p-2 rounded-lg" data-tabs-target="btn" data-action="click->tabs#select">Copy & Paste</button>
-      </div>
-    </div>
-    <div data-tabs-target="tab" id="csv-upload-tab">
-      <%= render partial: "imports/csv_upload", locals: { import: @import } %>
-    </div>
-    <div data-tabs-target="tab" id="csv-paste-tab" class="hidden">
-      <%= render partial: "imports/csv_paste", locals: { import: @import } %>
-    </div>
-  </div>
-</div>

app/views/imports/new.html.erb

@@ -1,16 +1,108 @@
-<%= content_for :return_to_path, return_to_path(params, imports_path) %>
-
-<% if params[:enable_type_selector].present? %>
 <%= modal do %>
-    <%= render "type_selector" %>
+  <div class="p-4 space-y-4 max-w-[420px]">
-  <% end %>
+    <div class="space-y-2">
+      <div class="flex justify-between items-center">
+        <h2 class="font-medium text-gray-900"><%= t(".title") %></h2>
+        <button data-action="modal#close" tabindex="-1">
+          <%= lucide_icon("x", class: "w-5 h-5 text-gray-900") %>
+        </button>
+      </div>
+
+      <p class="text-gray-500 text-sm"><%= t(".description") %></p>
+    </div>
+
+    <div class="rounded-xl bg-gray-25 p-1">
+      <h3 class="uppercase text-gray-500 text-xs font-medium px-3 py-1.5"><%= t(".sources") %></h3>
+      <ul class="bg-white border border-alpha-black-25 rounded-lg shadow-xs">
+        <li>
+          <% if @pending_import.present? %>
+            <%= link_to import_path(@pending_import), class: "flex items-center justify-between p-4 group cursor-pointer", data: { turbo: false } do %>
+              <div class="flex items-center gap-2">
+                <div class="bg-orange-500/5 rounded-md w-8 h-8 flex items-center justify-center">
+                  <%= lucide_icon("loader", class: "w-5 h-5 text-orange-500") %>
+                </div>
+                <span class="text-sm text-gray-900 group-hover:text-gray-700">
+                  <%= t(".resume") %>
+                </span>
+              </div>
+              <%= lucide_icon("chevron-right", class: "w-5 h-5 text-gray-500") %>
             <% end %>
 
-<div class="mx-auto max-w-[400px] w-full py-56">
+            <div class="pl-14 pr-3">
-  <h1 class="sr-only">New import</h1>
+              <div class="h-px bg-alpha-black-50"></div>
-  <div class="space-y-2 mb-6 text-center">
-    <p class="text-3xl font-medium text-gray-900"><%= t(".header_text") %></p>
-    <p class="text-gray-500 text-sm"><%= t(".description_text") %></p>
             </div>
-  <%= render "form", import: @import %>
+          </li>
+        <% end %>
+        <li>
+          <%= button_to imports_path(import: { type: "TransactionImport" }), class: "flex items-center justify-between p-4 group cursor-pointer w-full", data: { turbo: false } do %>
+            <div class="flex items-center gap-2">
+              <div class="bg-indigo-500/5 rounded-md w-8 h-8 flex items-center justify-center">
+                <%= lucide_icon("file-spreadsheet", class: "w-5 h-5 text-indigo-500") %>
               </div>
+              <span class="text-sm text-gray-900 group-hover:text-gray-700">
+                <%= t(".import_transactions") %>
+              </span>
+            </div>
+            <%= lucide_icon("chevron-right", class: "w-5 h-5 text-gray-500") %>
+          <% end %>
+
+          <div class="pl-14 pr-3">
+            <div class="h-px bg-alpha-black-50"></div>
+          </div>
+        </li>
+
+        <li>
+          <%= button_to imports_path(import: { type: "TradeImport" }), class: "flex items-center justify-between p-4 group cursor-pointer w-full", data: { turbo: false } do %>
+            <div class="flex items-center gap-2">
+              <div class="bg-yellow-500/5 rounded-md w-8 h-8 flex items-center justify-center">
+                <%= lucide_icon("square-percent", class: "w-5 h-5 text-yellow-500") %>
+              </div>
+              <span class="text-sm text-gray-900 group-hover:text-gray-700">
+                <%= t(".import_portfolio") %>
+              </span>
+            </div>
+            <%= lucide_icon("chevron-right", class: "w-5 h-5 text-gray-500") %>
+          <% end %>
+
+          <div class="pl-14 pr-3">
+            <div class="h-px bg-alpha-black-50"></div>
+          </div>
+        </li>
+
+        <li>
+          <%= button_to imports_path(import: { type: "AccountImport" }), class: "flex items-center justify-between p-4 group cursor-pointer w-full", data: { turbo: false } do %>
+            <div class="flex items-center gap-2">
+              <div class="bg-violet-500/5 rounded-md w-8 h-8 flex items-center justify-center">
+                <%= lucide_icon("building", class: "w-5 h-5 text-violet-500") %>
+              </div>
+              <span class="text-sm text-gray-900 group-hover:text-gray-700">
+                <%= t(".import_accounts") %>
+              </span>
+            </div>
+            <%= lucide_icon("chevron-right", class: "w-5 h-5 text-gray-500") %>
+          <% end %>
+
+          <div class="pl-14 pr-3">
+            <div class="h-px bg-alpha-black-50"></div>
+          </div>
+        </li>
+
+        <li>
+          <%= button_to imports_path(import: { type: "MintImport" }), class: "flex items-center justify-between p-4 group w-full", data: { turbo: false } do %>
+            <div class="flex items-center gap-2">
+              <%= image_tag("mint-logo.jpeg", alt: "Mint logo", class: "w-8 h-8 rounded-md") %>
+              <span class="text-sm text-gray-900">
+                <%= t(".import_mint") %>
+              </span>
+            </div>
+            <%= lucide_icon("chevron-right", class: "w-5 h-5 text-gray-500") %>
+          <% end %>
+
+          <div class="pl-14 pr-3">
+            <div class="h-px bg-alpha-black-50"></div>
+          </div>
+        </li>
+      </ul>
+    </div>
+  </div>
+<% end %>

app/views/imports/show.html.erb

@@ -1,15 +1,15 @@
-<div class="mx-auto md:w-2/3 w-full flex">
+<%= content_for :header_nav do %>
-  <div class="mx-auto">
+  <%= render "imports/nav", import: @import %>
-    <% if notice.present? %>
-      <p class="py-2 px-3 bg-green-50 mb-5 text-green-500 font-medium rounded-lg inline-block" id="notice"><%= notice %></p>
 <% end %>
 
-    <%= render @import %>
+<%= content_for :previous_path, import_confirm_path(@import) %>
 
-    <%= link_to "Edit this import", edit_import_path(@import), class: "mt-2 rounded-lg py-3 px-5 bg-gray-100 inline-block font-medium" %>
+<% if @import.importing? %>
-    <div class="inline-block ml-2">
+  <%= render "imports/importing", import: @import %>
-      <%= button_to "Destroy this import", import_path(@import), method: :delete, class: "mt-2 rounded-lg py-3 px-5 bg-gray-100 font-medium" %>
+<% elsif @import.complete? %>
-    </div>
+  <%= render "imports/success", import: @import %>
-    <%= link_to "Back to imports", imports_path, class: "ml-2 rounded-lg py-3 px-5 bg-gray-100 inline-block font-medium" %>
+<% elsif @import.failed? %>
-  </div>
+  <%= render "imports/failure", import: @import %>
-</div>
+<% else %>
+  <%= render "imports/ready", import: @import %>
+<% end %>

app/views/layouts/imports.html.erb

@@ -1,34 +1,23 @@
 <%= content_for :content do %>
-  <div class="flex items-center justify-between p-8">
+  <div class="flex flex-col h-dvh">
-    <%= link_to root_path do %>
+    <header class="flex items-center justify-between p-8">
-      <%= image_tag "logo.svg", alt: "Maybe", class: "h-[22px]" %>
+      <%= link_to content_for(:previous_path) || imports_path do %>
+        <%= lucide_icon "arrow-left", class: "w-5 h-5 text-gray-500" %>
       <% end %>
-    <nav>
-      <div>
-        <ul class="flex items-center gap-2">
-          <% nav_steps(@import).each_with_index do |step, idx| %>
-            <li class="group flex items-center gap-2">
-              <% if step[:path].present? %>
-                <%= link_to step[:path], class: "flex items-center gap-3" do %>
-                  <%= render partial: "nav_step", locals: { step: step, step_idx: idx } %>
-                <% end %>
-              <% else %>
-                <%= render partial: "nav_step", locals: { step: step, step_idx: idx } %>
-              <% end %>
-              <% if idx < nav_steps.size %>
-                <div class="h-px bg-alpha-black-200 w-12 group-last:hidden"></div>
-              <% end %>
-            </li>
-          <% end %>
-        </ul>
-      </div>
-    </nav>
-    <%= link_to content_for(:return_to_path) do %>
-      <%= lucide_icon("x", class: "text-gray-500 w-8 h-8 hover:bg-gray-100 rounded-full p-2") %>
-    <% end %>
-  </div>
 
+      <nav>
+        <%= yield :header_nav %>
+      </nav>
+
+      <%= link_to imports_path do %>
+        <%= lucide_icon "x", class: "text-gray-500 w-5 h-5" %>
+      <% end %>
+    </header>
+
+    <main class="flex-grow px-8 pt-12 pb-32 overflow-y-auto">
       <%= yield %>
+    </main>
+  </div>
 <% end %>
 
 <%= render template: "layouts/application" %>

app/views/pages/dashboard.html.erb

@@ -8,10 +8,18 @@
       <% end %>
     </div>
 
+    <div class="flex items-center gap-2">
+      <%= contextual_menu do %>
+        <div class="w-48 p-1 text-sm leading-6 text-gray-900 bg-white shadow-lg shrink rounded-xl ring-1 ring-gray-900/5">
+          <%= contextual_menu_modal_action_item t(".import"), new_import_path, icon: "hard-drive-upload" %>
+        </div>
+      <% end %>
+
       <%= link_to new_account_path, class: "flex items-center gap-1 btn btn--primary", data: { turbo_frame: "modal" } do %>
         <%= lucide_icon("plus", class: "w-5 h-5") %>
         <span><%= t(".new") %></span>
       <% end %>
+    </div>
   </header>
 
   <% if @accounts.empty? %>

app/views/settings/_nav.html.erb

@@ -29,6 +29,10 @@
         <li>
           <%= sidebar_link_to t(".accounts_label"), accounts_path, icon: "layers" %>
         </li>
+
+        <li>
+          <%= sidebar_link_to t(".imports_label"), imports_path, icon: "download" %>
+        </li>
       </ul>
     </section>
 
@@ -47,9 +51,6 @@
         <li>
           <%= sidebar_link_to t(".merchants_label"), merchants_path, icon: "store" %>
         </li>
-        <li>
-          <%= sidebar_link_to t(".imports_label"), imports_path, icon: "download" %>
-        </li>
       </ul>
     </section>
 

config/brakeman.ignore

@@ -90,8 +90,42 @@
         22
       ],
       "note": ""
+    },
+    {
+      "warning_type": "Dynamic Render Path",
+      "warning_code": 15,
+      "fingerprint": "fb6f7abeabc405d6882ffd41dbe8016403ef39307a5c6b4cd7b18adfaf0c24bf",
+      "check_name": "Render",
+      "message": "Render path contains parameter value",
+      "file": "app/views/import/configurations/show.html.erb",
+      "line": 13,
+      "link": "https://brakemanscanner.org/docs/warning_types/dynamic_render_path/",
+      "code": "render(partial => permitted_import_configuration_path(Current.family.imports.find(params[:import_id])), { :locals => ({ :import => Current.family.imports.find(params[:import_id]) }) })",
+      "render_path": [
+        {
+          "type": "controller",
+          "class": "Import::ConfigurationsController",
+          "method": "show",
+          "line": 7,
+          "file": "app/controllers/import/configurations_controller.rb",
+          "rendered": {
+            "name": "import/configurations/show",
+            "file": "app/views/import/configurations/show.html.erb"
+          }
         }
       ],
-  "updated": "2024-09-09 14:56:48 -0400",
+      "location": {
+        "type": "template",
+        "template": "import/configurations/show"
+      },
+      "user_input": "params[:import_id]",
+      "confidence": "Weak",
+      "cwe_id": [
+        22
+      ],
+      "note": ""
+    }
+  ],
+  "updated": "2024-09-28 13:27:09 -0400",
   "brakeman_version": "6.2.1"
 }

config/initializers/pagy.rb

@@ -1,3 +1,4 @@
 require "pagy/extras/overflow"
+require "pagy/extras/array"
 
 Pagy::DEFAULT[:overflow] = :last_page

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
+      message: No imports yet.
-      new: New Import
+      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
     import:
       complete: Complete
-      completed_on: Completed on %{datetime}
       delete: Delete
-      edit: Edit
       failed: Failed
       in_progress: In progress
-      label: 'Import for: %{account}'
+      label: "%{type}: %{datetime}"
-      started_on: Started on %{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
+      description: You can manually import various types of data via CSV or use one
-        a time. You will need to go through this process again for other accounts.
+        of our import templates like Mint.
-      header_text: Select the account your transactions will belong to
+      import_accounts: Import accounts
-    publish:
+      import_mint: Import from Mint
-      import_published: Import has started in the background
+      import_portfolio: Import investments
-      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
       import_transactions: Import transactions
-      resume_latest_import: Resume latest import
+      resume: Resume latest import
-      soon: Soon
       sources: Sources
-    update:
+      title: New CSV Import
-      import_updated: Import updated
+    ready:
-    update_mappings:
+      description: Here's a summary of the new items that will be added to your account
-      column_mappings_saved: Column mappings saved
+        once you publish this import.
-    upload_csv:
+      title: Confirm your import data
-      import_loaded: CSV File loaded

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

config/routes.rb

@@ -21,23 +21,6 @@ Rails.application.routes.draw do
     end
   end
 
-  resources :imports, except: :show do
-    member do
-      get "load"
-      patch "load" => "imports#load_csv"
-      patch "upload" => "imports#upload_csv"
-
-      get "configure"
-      patch "configure" => "imports#update_mappings"
-
-      get "clean"
-      patch "clean" => "imports#update_csv"
-
-      get "confirm"
-      patch "confirm" => "imports#publish"
-    end
-  end
-
   resources :tags, except: %i[show destroy] do
     resources :deletions, only: %i[new create], module: :tag
   end
@@ -56,6 +39,18 @@ Rails.application.routes.draw do
     resources :transfers, only: %i[new create destroy]
   end
 
+  resources :imports, only: %i[index new show create destroy] do
+    post :publish, on: :member
+
+    resource :upload, only: %i[show update], module: :import
+    resource :configuration, only: %i[show update], module: :import
+    resource :clean, only: :show, module: :import
+    resource :confirm, only: :show, module: :import
+
+    resources :rows, only: %i[show update], module: :import
+    resources :mappings, only: :update, module: :import
+  end
+
   resources :accounts do
     collection do
       get :summary

db/migrate/20240921170426_change_import_owner.rb

@@ -0,0 +1,28 @@
+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

db/migrate/20240925112218_add_import_types.rb

@@ -0,0 +1,55 @@
+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

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.2].define(version: 2024_09_11_143158) do
+ActiveRecord::Schema[7.2].define(version: 2024_09_25_112218) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "pgcrypto"
   enable_extension "plpgsql"
@@ -44,7 +44,9 @@ ActiveRecord::Schema[7.2].define(version: 2024_09_11_143158) do
     t.datetime "updated_at", null: false
     t.uuid "transfer_id"
     t.boolean "marked_as_transfer", default: false, null: false
+    t.uuid "import_id"
     t.index ["account_id"], name: "index_account_entries_on_account_id"
+    t.index ["import_id"], name: "index_account_entries_on_import_id"
     t.index ["transfer_id"], name: "index_account_entries_on_transfer_id"
   end
 
@@ -118,9 +120,11 @@ ActiveRecord::Schema[7.2].define(version: 2024_09_11_143158) do
     t.boolean "is_active", default: true, null: false
     t.date "last_sync_date"
     t.uuid "institution_id"
-    t.virtual "classification", type: :string, as: "\nCASE\n    WHEN ((accountable_type)::text = ANY (ARRAY[('Loan'::character varying)::text, ('CreditCard'::character varying)::text, ('OtherLiability'::character varying)::text])) THEN 'liability'::text\n    ELSE 'asset'::text\nEND", stored: true
+    t.virtual "classification", type: :string, as: "\nCASE\n    WHEN ((accountable_type)::text = ANY ((ARRAY['Loan'::character varying, 'CreditCard'::character varying, 'OtherLiability'::character varying])::text[])) THEN 'liability'::text\n    ELSE 'asset'::text\nEND", stored: true
+    t.uuid "import_id"
     t.index ["accountable_type"], name: "index_accounts_on_accountable_type"
     t.index ["family_id"], name: "index_accounts_on_family_id"
+    t.index ["import_id"], name: "index_accounts_on_import_id"
     t.index ["institution_id"], name: "index_accounts_on_institution_id"
   end
 
@@ -300,8 +304,40 @@ ActiveRecord::Schema[7.2].define(version: 2024_09_11_143158) do
     t.index ["scheduled_at"], name: "index_good_jobs_on_scheduled_at", where: "(finished_at IS NULL)"
   end
 
+  create_table "import_mappings", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
+    t.string "type", null: false
+    t.string "key"
+    t.string "value"
+    t.boolean "create_when_empty", default: true
+    t.uuid "import_id", null: false
+    t.string "mappable_type"
+    t.uuid "mappable_id"
+    t.datetime "created_at", null: false
+    t.datetime "updated_at", null: false
+    t.index ["import_id"], name: "index_import_mappings_on_import_id"
+    t.index ["mappable_type", "mappable_id"], name: "index_import_mappings_on_mappable"
+  end
+
+  create_table "import_rows", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
+    t.uuid "import_id", null: false
+    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.datetime "created_at", null: false
+    t.datetime "updated_at", null: false
+    t.index ["import_id"], name: "index_import_rows_on_import_id"
+  end
+
   create_table "imports", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
-    t.uuid "account_id", null: false
     t.jsonb "column_mappings"
     t.enum "status", default: "pending", enum_type: "import_status"
     t.string "raw_file_str"
@@ -309,7 +345,25 @@ ActiveRecord::Schema[7.2].define(version: 2024_09_11_143158) do
     t.datetime "created_at", null: false
     t.datetime "updated_at", null: false
     t.string "col_sep", default: ","
-    t.index ["account_id"], name: "index_imports_on_account_id"
+    t.uuid "family_id", null: false
+    t.uuid "original_account_id"
+    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"
+    t.index ["family_id"], name: "index_imports_on_family_id"
   end
 
   create_table "institutions", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
@@ -452,6 +506,7 @@ ActiveRecord::Schema[7.2].define(version: 2024_09_11_143158) do
   add_foreign_key "account_balances", "accounts", on_delete: :cascade
   add_foreign_key "account_entries", "account_transfers", column: "transfer_id"
   add_foreign_key "account_entries", "accounts"
+  add_foreign_key "account_entries", "imports"
   add_foreign_key "account_holdings", "accounts"
   add_foreign_key "account_holdings", "securities"
   add_foreign_key "account_syncs", "accounts"
@@ -459,11 +514,13 @@ ActiveRecord::Schema[7.2].define(version: 2024_09_11_143158) do
   add_foreign_key "account_transactions", "categories", on_delete: :nullify
   add_foreign_key "account_transactions", "merchants"
   add_foreign_key "accounts", "families"
+  add_foreign_key "accounts", "imports"
   add_foreign_key "accounts", "institutions"
   add_foreign_key "active_storage_attachments", "active_storage_blobs", column: "blob_id"
   add_foreign_key "active_storage_variant_records", "active_storage_blobs", column: "blob_id"
   add_foreign_key "categories", "families"
-  add_foreign_key "imports", "accounts"
+  add_foreign_key "import_rows", "imports"
+  add_foreign_key "imports", "families"
   add_foreign_key "institutions", "families"
   add_foreign_key "merchants", "families"
   add_foreign_key "taggings", "tags"

public/transactions.csv

@@ -1,4 +0,0 @@
-date,name,category,tags,amount
-2024-01-01,Amazon,Shopping,Tag1|Tag2,-24.99
-2024-03-01,Spotify,,,-16.32
-2023-01-06,Acme,Income,Tag3,151.22

test/controllers/import/cleans_controller_test.rb

@@ -0,0 +1,25 @@
+require "test_helper"
+
+class Import::CleansControllerTest < ActionDispatch::IntegrationTest
+  setup do
+    sign_in @user = users(:family_admin)
+  end
+
+  test "shows if configured" do
+    import = imports(:transaction)
+
+    TransactionImport.any_instance.stubs(:configured?).returns(true)
+
+    get import_clean_path(import)
+    assert_response :success
+  end
+
+  test "redirects if not configured" do
+    import = imports(:transaction)
+
+    TransactionImport.any_instance.stubs(:configured?).returns(false)
+
+    get import_clean_path(import)
+    assert_redirected_to import_configuration_path(import)
+  end
+end

test/controllers/import/configurations_controller_test.rb

@@ -0,0 +1,33 @@
+require "test_helper"
+
+class Import::ConfigurationsControllerTest < ActionDispatch::IntegrationTest
+  setup do
+    sign_in @user = users(:family_admin)
+    @import = imports(:transaction)
+  end
+
+  test "show" do
+    get import_configuration_url(@import)
+    assert_response :success
+  end
+
+  test "updating a valid configuration regenerates rows" do
+    TransactionImport.any_instance.expects(:generate_rows_from_csv).once
+
+    patch import_configuration_url(@import), params: {
+      import: {
+        date_col_label: "Date",
+        date_format: "%Y-%m-%d",
+        name_col_label: "Name",
+        category_col_label: "Category",
+        tags_col_label: "Tags",
+        amount_col_label: "Amount",
+        signage_convention: "inflows_positive",
+        account_col_label: "Account"
+      }
+    }
+
+    assert_redirected_to import_clean_url(@import)
+    assert_equal "Import configured successfully.", flash[:notice]
+  end
+end

test/controllers/import/confirms_controller_test.rb

@@ -0,0 +1,26 @@
+require "test_helper"
+
+class Import::ConfirmsControllerTest < ActionDispatch::IntegrationTest
+  setup do
+    sign_in @user = users(:family_admin)
+  end
+
+  test "shows if cleaned" do
+    import = imports(:transaction)
+
+    TransactionImport.any_instance.stubs(:cleaned?).returns(true)
+
+    get import_confirm_path(import)
+    assert_response :success
+  end
+
+  test "redirects if not cleaned" do
+    import = imports(:transaction)
+
+    TransactionImport.any_instance.stubs(:cleaned?).returns(false)
+
+    get import_confirm_path(import)
+    assert_redirected_to import_clean_path(import)
+    assert_equal "You have invalid data, please edit until all errors are resolved", flash[:alert]
+  end
+end

test/controllers/import/mappings_controller_test.rb

@@ -0,0 +1,29 @@
+require "test_helper"
+
+class Import::MappingsControllerTest < ActionDispatch::IntegrationTest
+  setup do
+    sign_in @user = users(:family_admin)
+
+    @import = imports(:transaction)
+  end
+
+  test "updates mapping" do
+    mapping = import_mappings(:one)
+    new_category = categories(:income)
+
+    patch import_mapping_path(@import, mapping), params: {
+      import_mapping: {
+        mappable_type: "Category",
+        mappable_id: new_category.id,
+        key: "Food"
+      }
+    }
+
+    mapping.reload
+
+    assert_equal new_category, mapping.mappable
+    assert_equal "Food", mapping.key
+
+    assert_redirected_to import_confirm_path(@import)
+  end
+end

test/controllers/import/rows_controller_test.rb

@@ -0,0 +1,79 @@
+require "test_helper"
+
+class Import::RowsControllerTest < ActionDispatch::IntegrationTest
+  setup do
+    sign_in @user = users(:family_admin)
+
+    @import = imports(:transaction)
+    @row = import_rows(:one)
+  end
+
+  test "show transaction row" do
+    get import_row_path(@import, @row)
+
+    assert_row_fields(@row, [ :date, :name, :amount, :currency, :category, :tags, :account, :notes ])
+
+    assert_response :success
+  end
+
+  test "show trade row" do
+    import = @user.family.imports.create!(type: "TradeImport")
+    row = import.rows.create!(date: "01/01/2024", currency: "USD", qty: 10, price: 100, ticker: "AAPL")
+
+    get import_row_path(import, row)
+
+    assert_row_fields(row, [ :date, :ticker, :qty, :price, :currency, :account, :name ])
+
+    assert_response :success
+  end
+
+  test "show account row" do
+    import = @user.family.imports.create!(type: "AccountImport")
+    row = import.rows.create!(name: "Test Account", amount: 10000, currency: "USD")
+
+    get import_row_path(import, row)
+
+    assert_row_fields(row, [ :entity_type, :name, :amount, :currency ])
+
+    assert_response :success
+  end
+
+  test "show mint row" do
+    import = @user.family.imports.create!(type: "MintImport")
+    row = import.rows.create!(date: "01/01/2024", amount: 100, currency: "USD")
+
+    get import_row_path(import, row)
+
+    assert_row_fields(row, [ :date, :name, :amount, :currency, :category, :tags, :account, :notes ])
+
+    assert_response :success
+  end
+
+  test "update" do
+    patch import_row_path(@import, @row), params: {
+      import_row: {
+        account: "Checking Account",
+        date: "2024-01-01",
+        qty: nil,
+        ticker: nil,
+        price: nil,
+        amount: 100,
+        currency: "USD",
+        name: "Test",
+        category: "Food",
+        tags: "grocery, dinner",
+        entity_type: nil,
+        notes: "Weekly shopping"
+      }
+    }
+
+    assert_redirected_to import_row_path(@import, @row)
+  end
+
+  private
+    def assert_row_fields(row, fields)
+      fields.each do |field|
+        assert_select "turbo-frame##{dom_id(row, field)}"
+      end
+    end
+end

test/controllers/import/uploads_controller_test.rb

@@ -0,0 +1,46 @@
+require "test_helper"
+
+class Import::UploadsControllerTest < ActionDispatch::IntegrationTest
+  setup do
+    sign_in @user = users(:family_admin)
+    @import = imports(:transaction)
+  end
+
+  test "show" do
+    get import_upload_url(@import)
+    assert_response :success
+  end
+
+  test "uploads valid csv by copy and pasting" do
+    patch import_upload_url(@import), params: {
+      import: {
+        raw_file_str: file_fixture("imports/valid.csv").read
+      }
+    }
+
+    assert_redirected_to import_configuration_url(@import)
+    assert_equal "CSV uploaded successfully.", flash[:notice]
+  end
+
+  test "uploads valid csv by file" do
+    patch import_upload_url(@import), params: {
+      import: {
+        csv_file: file_fixture_upload("imports/valid.csv")
+      }
+    }
+
+    assert_redirected_to import_configuration_url(@import)
+    assert_equal "CSV uploaded successfully.", flash[:notice]
+  end
+
+  test "invalid csv cannot be uploaded" do
+    patch import_upload_url(@import), params: {
+      import: {
+        csv_file: file_fixture_upload("imports/invalid.csv")
+      }
+    }
+
+    assert_response :unprocessable_entity
+    assert_equal "Must be valid CSV with headers and at least one row of data", flash[:alert]
+  end
+end

test/controllers/imports_controller_test.rb

@@ -1,20 +1,13 @@
 require "test_helper"
 
 class ImportsControllerTest < ActionDispatch::IntegrationTest
-  include ImportTestHelper
-
   setup do
     sign_in @user = users(:family_admin)
-    @empty_import = imports(:empty_import)
-
-    @loaded_import = @empty_import.dup
-    @loaded_import.update! raw_file_str: valid_csv_str
-
-    @completed_import = imports(:completed_import)
   end
 
-  test "should get index" do
+  test "gets index" do
     get imports_url
+
     assert_response :success
 
     @user.family.imports.ordered.each do |import|
@@ -22,152 +15,44 @@ class ImportsControllerTest < ActionDispatch::IntegrationTest
     end
   end
 
-  test "should get new" do
+  test "gets new" do
     get new_import_url
+
     assert_response :success
+
+    assert_select "turbo-frame#modal"
   end
 
-  test "should create import" do
+  test "creates import" do
-    assert_difference("Import.count") do
+    assert_difference "Import.count", 1 do
-      post imports_url, params: { import: { account_id: @user.family.accounts.first.id, col_sep: "," } }
+      post imports_url, params: {
-    end
-
-    assert_redirected_to load_import_path(Import.ordered.first)
-  end
-
-  test "should get edit" do
-    get edit_import_url(@empty_import)
-    assert_response :success
-  end
-
-  test "should update import" do
-    patch import_url(@empty_import), params: { import: { account_id: @empty_import.account_id, col_sep: "," } }
-    assert_redirected_to load_import_path(@empty_import)
-  end
-
-  test "should destroy import" do
-    assert_difference("Import.count", -1) do
-      delete import_url(@empty_import)
-    end
-
-    assert_redirected_to imports_url
-  end
-
-  test "should get load" do
-    get load_import_url(@empty_import)
-    assert_response :success
-  end
-
-  test "should save raw CSV if valid" do
-    patch load_import_url(@empty_import), params: { import: { raw_file_str: valid_csv_str } }
-
-    assert_redirected_to configure_import_path(@empty_import)
-    assert_equal "Import CSV loaded", flash[:notice]
-  end
-
-  test "should upload CSV file if valid" do
-    Tempfile.open([ "transactions.csv", ".csv" ]) do |temp|
-      CSV.open(temp, "wb", headers: true) do |csv|
-        valid_csv_str.split("\n").each { |row| csv << row.split(",") }
-      end
-
-      patch upload_import_url(@empty_import), params: { import: { raw_file_str: Rack::Test::UploadedFile.new(temp, ".csv") } }
-      assert_redirected_to configure_import_path(@empty_import)
-      assert_equal "CSV File loaded", flash[:notice]
-    end
-  end
-
-  test "should flash error message if invalid CSV input" do
-    patch load_import_url(@empty_import), params: { import: { raw_file_str: malformed_csv_str } }
-
-    assert_response :unprocessable_entity
-    assert_equal "Raw file str is not a valid CSV format", flash[:alert]
-  end
-
-  test "should flash error message if invalid CSV file upload" do
-    Tempfile.open([ "transactions.csv", ".csv" ]) do |temp|
-      temp.write(malformed_csv_str)
-      temp.rewind
-
-      patch upload_import_url(@empty_import), params: { import: { raw_file_str: Rack::Test::UploadedFile.new(temp, ".csv") } }
-      assert_response :unprocessable_entity
-      assert_equal "Raw file str is not a valid CSV format", flash[:alert]
-    end
-  end
-
-  test "should flash error message if no fileprovided for upload" do
-    patch upload_import_url(@empty_import), params: { import: { raw_file_str: nil } }
-    assert_response :unprocessable_entity
-    assert_equal "Please select a file to upload", flash[:alert]
-  end
-
-  test "should get configure" do
-    get configure_import_url(@loaded_import)
-    assert_response :success
-  end
-
-  test "should redirect back to load step with an alert message if not loaded" do
-    get configure_import_url(@empty_import)
-    assert_equal "Please load a CSV first", flash[:alert]
-    assert_redirected_to load_import_path(@empty_import)
-  end
-
-  test "should update mappings" do
-    patch configure_import_url(@loaded_import), params: {
         import: {
-        column_mappings: {
+          type: "TransactionImport"
-          date: "date",
-          name: "name",
-          category: "category",
-          amount: "amount"
         }
       }
-    }
-
-    assert_redirected_to clean_import_path(@loaded_import)
-    assert_equal "Column mappings saved", flash[:notice]
     end
 
-  test "can update a cell" do
+    assert_redirected_to import_upload_url(Import.all.ordered.first)
-    assert_equal @loaded_import.csv.table[0][1], "Starbucks drink"
-
-    patch clean_import_url(@loaded_import), params: {
-      import: {
-        csv_update: {
-          row_idx: 0,
-          col_idx: 1,
-          value: "new_merchant"
-        }
-      }
-    }
-
-    assert_response :success
-
-    @loaded_import.reload
-    assert_equal "new_merchant", @loaded_import.csv.table[0][1]
   end
 
-  test "should get clean" do
+  test "publishes import" do
-    get clean_import_url(@loaded_import)
+    import = imports(:transaction)
-    assert_response :success
+
+    TransactionImport.any_instance.expects(:publish_later).once
+
+    post publish_import_url(import)
+
+    assert_equal "Your import has started in the background.", flash[:notice]
+    assert_redirected_to import_path(import)
   end
 
-  test "should get confirm if all values are valid" do
+  test "destroys import" do
-    get confirm_import_url(@loaded_import)
+    import = imports(:transaction)
-    assert_response :success
+
+    assert_difference "Import.count", -1 do
+      delete import_url(import)
     end
 
-  test "should redirect back to clean if data is invalid" do
-    @empty_import.update! raw_file_str: valid_csv_with_invalid_values
-
-    get confirm_import_url(@empty_import)
-    assert_equal "You have invalid data, please fix before continuing", flash[:alert]
-    assert_redirected_to clean_import_path(@empty_import)
-  end
-
-  test "should confirm import" do
-    patch confirm_import_url(@loaded_import)
     assert_redirected_to imports_path
-    assert_equal "Import has started in the background", flash[:notice]
   end
 end

test/fixtures/files/imports/accounts.csv

@@ -0,0 +1,5 @@
+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

test/fixtures/files/imports/invalid.csv

@@ -0,0 +1,3 @@
+name,age
+"John Doe,23
+"Jane Doe",25

test/fixtures/files/imports/mint.csv

@@ -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,

test/fixtures/files/imports/trades.csv

@@ -0,0 +1,11 @@
+date,ticker,qty,price,amount,account,name
+2023-01-15,AAPL,10,150.25,1502.50,Brokerage Account,Buy Apple Inc
+2023-02-03,GOOGL,5,2100.75,10503.75,Retirement Account,Buy Alphabet Inc
+2023-03-10,MSFT,15,245.50,3682.50,Brokerage Account,Buy Microsoft Corp
+2023-04-05,AMZN,8,3200.00,25600.00,Brokerage Account,Buy Amazon.com Inc
+2023-05-20,TSLA,20,180.75,3615.00,Retirement Account,Buy Tesla Inc
+2023-06-15,AAPL,-5,170.50,-852.50,Brokerage Account,Sell Apple Inc
+2023-07-02,GOOGL,-2,2250.00,-4500.00,Retirement Account,Sell Alphabet Inc
+2023-08-18,NVDA,12,450.25,5403.00,Brokerage Account,Buy NVIDIA Corp
+2023-09-07,MSFT,-7,300.75,-2105.25,Brokerage Account,Sell Microsoft Corp
+2023-10-01,META,25,310.50,7762.50,Retirement Account,Buy Meta Platforms Inc

test/fixtures/files/imports/transactions.csv

@@ -0,0 +1,10 @@
+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

test/fixtures/import/mappings.yml

@@ -0,0 +1,6 @@
+one:
+  import: transaction 
+  key: Food 
+  type: Import::CategoryMapping 
+  mappable: food_and_drink 
+  mappable_type: Category 

test/fixtures/import/rows.yml

@@ -0,0 +1,5 @@
+one:
+  import: transaction
+  date: 01/01/2024
+  amount: 100
+  currency: USD

test/fixtures/imports.yml

@@ -1,20 +1,3 @@
-empty_import:
+transaction:
-  account: depository
+  family: dylan_family
-  created_at: <%= 1.minute.ago %>
+  type: TransactionImport
-
-completed_import:
-  account: depository
-  column_mappings:
-    date: date
-    name: name
-    category: category
-    amount: amount
-  raw_file_str: |
-    date,name,category,tags,amount
-    2024-01-01,Starbucks drink,Food & Drink,Test Tag,-20
-  normalized_csv_str: |
-    date,name,category,tags,amount
-    2024-01-01,Starbucks drink,Food & Drink,Test Tag,-20
-  created_at: <%= 2.days.ago %>
-
-

test/interfaces/import_interface_test.rb

@@ -0,0 +1,57 @@
+require "test_helper"
+
+module ImportInterfaceTest
+  extend ActiveSupport::Testing::Declarative
+
+  test "import interface" do
+    assert_respond_to @subject, :publish
+    assert_respond_to @subject, :publish_later
+    assert_respond_to @subject, :generate_rows_from_csv
+    assert_respond_to @subject, :csv_rows
+    assert_respond_to @subject, :csv_headers
+    assert_respond_to @subject, :csv_sample
+    assert_respond_to @subject, :uploaded?
+    assert_respond_to @subject, :configured?
+    assert_respond_to @subject, :cleaned?
+    assert_respond_to @subject, :publishable?
+    assert_respond_to @subject, :importing?
+    assert_respond_to @subject, :complete?
+    assert_respond_to @subject, :failed?
+  end
+
+  test "publishes later" do
+    import = imports(:transaction)
+
+    import.stubs(:publishable?).returns(true)
+
+    assert_enqueued_with job: ImportJob, args: [ import ] do
+      import.publish_later
+    end
+
+    assert_equal "importing", import.reload.status
+  end
+
+  test "raises if not publishable" do
+    import = imports(:transaction)
+
+    import.stubs(:publishable?).returns(false)
+
+    assert_raises(RuntimeError, "Import is not publishable") do
+      import.publish_later
+    end
+  end
+
+  test "handles publish errors" do
+    import = imports(:transaction)
+
+    import.stubs(:publishable?).returns(true)
+    import.stubs(:import!).raises(StandardError, "Failed to publish")
+
+    assert_nil import.error
+
+    import.publish
+
+    assert_equal "Failed to publish", import.error
+    assert_equal "failed", import.status
+  end
+end

test/jobs/import_job_test.rb

@@ -1,19 +1,10 @@
 require "test_helper"
 
 class ImportJobTest < ActiveJob::TestCase
-  include ImportTestHelper
-
   test "import is published" do
-    import = imports(:empty_import)
+    import = imports(:transaction)
-    import.update! raw_file_str: valid_csv_str
+    import.expects(:publish).once
 
-    assert import.pending?
+    ImportJob.perform_now(import)
-
-    perform_enqueued_jobs do
-      ImportJob.perform_later(import)
-    end
-
-    assert import.reload.complete?
-    assert import.account.balances.present?
   end
 end

test/models/account/entry_test.rb

@@ -99,20 +99,4 @@ class Account::EntryTest < ActiveSupport::TestCase
     assert create_transaction(amount: -10).inflow?
     assert create_transaction(amount: 10).outflow?
   end
-
-  test "cannot sell more shares of stock than owned" do
-    account = families(:empty).accounts.create! name: "Test", balance: 0, currency: "USD", accountable: Investment.new
-    security = securities(:aapl)
-
-    error = assert_raises ActiveRecord::RecordInvalid do
-      account.entries.create! \
-        date: Date.current,
-        amount: 100,
-        currency: "USD",
-        name: "Sell 10 shares of AMZN",
-        entryable: Account::Trade.new(qty: -10, price: 200, security: security)
-    end
-
-    assert_match /cannot sell 10.0 shares of AAPL because you only own 0.0 shares/, error.message
-  end
 end

test/models/import/csv_test.rb

@@ -1,129 +0,0 @@
-require "test_helper"
-
-class Import::CsvTest < ActiveSupport::TestCase
-  include ImportTestHelper
-
-  setup do
-    @csv = Import::Csv.new(valid_csv_str)
-  end
-
-  test "cannot define validator for non-existent header" do
-    assert_raises do
-      @csv.define_validator "invalid", method(:validate_iso_date)
-    end
-  end
-
-  test "csv with no validators is valid" do
-    assert @csv.cell_valid?(0, 0)
-    assert @csv.valid?
-  end
-
-  test "valid csv values" do
-    @csv.define_validator "date", method(:validate_iso_date)
-
-    assert_equal "2024-01-01", @csv.table[0][0]
-    assert @csv.cell_valid?(0, 0)
-    assert @csv.valid?
-  end
-
-  test "invalid csv values" do
-    invalid_csv = Import::Csv.new valid_csv_with_invalid_values
-
-    invalid_csv.define_validator "date", method(:validate_iso_date)
-
-    assert_equal "invalid_date", invalid_csv.table[0][0]
-    assert_not invalid_csv.cell_valid?(0, 0)
-    assert_not invalid_csv.valid?
-  end
-
-  test "CSV with semicolon column separator" do
-    csv = Import::Csv.new(valid_csv_str_with_semicolon_separator, col_sep: ";")
-
-    assert_equal %w[date name category tags amount], csv.table.headers
-    assert_equal 4, csv.table.size
-    assert_equal "Paycheck", csv.table[3][1]
-  end
-
-  test "csv with additional columns and empty values" do
-    csv = Import::Csv.new valid_csv_with_missing_data
-    assert csv.valid?
-  end
-
-  test "updating a cell returns a copy of the original csv" do
-    original_date = "2024-01-01"
-    new_date = "2024-01-01"
-
-    assert_equal original_date, @csv.table[0][0]
-    updated = @csv.update_cell(0, 0, new_date)
-
-    assert_equal original_date, @csv.table[0][0]
-    assert_equal new_date, updated[0][0]
-  end
-
-  test "can create CSV with expected columns and field mappings with validators" do
-    date_field = Import::Field.new \
-      key: "date",
-      label: "Date",
-      validator: method(:validate_iso_date)
-
-    name_field = Import::Field.new \
-      key: "name",
-      label: "Name"
-
-    fields = [ date_field, name_field ]
-
-    raw_file_str = <<-ROWS
-      date,Custom Field Header,extra_field
-      invalid_date_value,Starbucks drink,Food
-      2024-01-02,Amazon stuff,Shopping
-    ROWS
-
-    mappings = {
-      "name" => "Custom Field Header"
-    }
-
-    csv = Import::Csv.create_with_field_mappings(raw_file_str, fields, mappings)
-
-    assert_equal %w[date name], csv.table.headers
-    assert_equal 2, csv.table.size
-    assert_equal "Amazon stuff", csv.table[1][1]
-  end
-
-  test "can create CSV with expected columns, field mappings with validators and semicolon column separator" do
-    date_field = Import::Field.new \
-      key: "date",
-      label: "Date",
-      validator: method(:validate_iso_date)
-
-    name_field = Import::Field.new \
-      key: "name",
-      label: "Name"
-
-    fields = [ date_field, name_field ]
-
-    raw_file_str = <<-ROWS
-      date;Custom Field Header;extra_field
-      invalid_date_value;Starbucks drink;Food
-      2024-01-02;Amazon stuff;Shopping
-    ROWS
-
-    mappings = {
-      "name" => "Custom Field Header"
-    }
-
-    csv = Import::Csv.create_with_field_mappings(raw_file_str, fields, mappings, ";")
-
-    assert_equal %w[date name], csv.table.headers
-    assert_equal 2, csv.table.size
-    assert_equal "Amazon stuff", csv.table[1][1]
-  end
-
-  private
-
-    def validate_iso_date(value)
-      Date.iso8601(value)
-      true
-    rescue
-      false
-    end
-end

test/models/import/field_test.rb

@@ -1,28 +0,0 @@
-require "test_helper"
-
-class Import::FieldTest < ActiveSupport::TestCase
-  test "key is always a string" do
-    field1 = Import::Field.new label: "Test", key: "test"
-    field2 = Import::Field.new label: "Test2", key: :test2
-
-    assert_equal "test", field1.key
-    assert_equal "test2", field2.key
-  end
-
-  test "can set and override a validator for a field" do
-    field = Import::Field.new \
-      label: "Test",
-      key: "Test",
-      validator: ->(val) { val == 42 }
-
-    assert field.validate(42)
-    assert_not field.validate(41)
-
-    field.define_validator do |value|
-      value == 100
-    end
-
-    assert field.validate(100)
-    assert_not field.validate(42)
-  end
-end

test/models/import/mapping_test.rb

@@ -0,0 +1,7 @@
+require "test_helper"
+
+class Import::MappingTest < ActiveSupport::TestCase
+  # test "the truth" do
+  #   assert true
+  # end
+end

test/models/import/row_test.rb

@@ -0,0 +1,7 @@
+require "test_helper"
+
+class Import::RowTest < ActiveSupport::TestCase
+  # test "the truth" do
+  #   assert true
+  # end
+end

test/models/import_test.rb

@@ -1,115 +0,0 @@
-require "test_helper"
-
-class ImportTest < ActiveSupport::TestCase
-  include ImportTestHelper, ActiveJob::TestHelper
-
-  setup do
-    @empty_import = imports(:empty_import)
-
-    @loaded_import = @empty_import.dup
-    @loaded_import.update! raw_file_str: valid_csv_str
-  end
-
-  test "validates the correct col_sep" do
-    assert_equal ",", @empty_import.col_sep
-
-    assert @empty_import.valid?
-
-    @empty_import.col_sep = "invalid"
-    assert @empty_import.invalid?
-
-    @empty_import.col_sep = ","
-    assert @empty_import.valid?
-
-    @empty_import.col_sep = ";"
-    assert @empty_import.valid?
-  end
-
-  test "raw csv input must conform to csv spec" do
-    @empty_import.raw_file_str = malformed_csv_str
-    assert_not @empty_import.valid?
-
-    @empty_import.raw_file_str = valid_csv_str
-    assert @empty_import.valid?
-  end
-
-  test "can update csv value without affecting raw input" do
-    assert_equal "Starbucks drink", @loaded_import.csv.table[0][1]
-
-    prior_raw_file_str_value = @loaded_import.raw_file_str
-    prior_normalized_csv_str_value = @loaded_import.normalized_csv_str
-
-    @loaded_import.update_csv! \
-      row_idx: 0,
-      col_idx: 1,
-      value: "new_category"
-
-    assert_equal "new_category", @loaded_import.csv.table[0][1]
-    assert_equal prior_raw_file_str_value, @loaded_import.raw_file_str
-    assert_not_equal prior_normalized_csv_str_value, @loaded_import.normalized_csv_str
-  end
-
-  test "publishes later" do
-    assert_enqueued_with(job: ImportJob) do
-      @loaded_import.publish_later
-    end
-  end
-
-  test "publishes a valid import" do
-    # Import has 3 unique categories: "Food & Drink", "Income", and "Shopping" (x2)
-    # Fixtures already define "Food & Drink" and "Income", so these should not be created
-    # "Shopping" is a new category, but should only be created 1x during import
-    assert_difference \
-      -> { Account::Transaction.count } => 4,
-      -> { Account::Entry.count } => 4,
-      -> { Category.count } => 1,
-      -> { Tagging.count } => 4,
-      -> { Tag.count } => 2 do
-      @loaded_import.publish
-    end
-
-    @loaded_import.reload
-
-    assert @loaded_import.complete?
-  end
-
-  test "publishes a valid import with missing data" do
-    @empty_import.update! raw_file_str: valid_csv_with_missing_data
-    assert_difference -> { Category.count } => 1,
-                      -> { Account::Transaction.count } => 2,
-                      -> { Account::Entry.count } => 2 do
-      @empty_import.publish
-    end
-
-    assert_not_nil Account::Entry.find_sole_by(name: Import::FALLBACK_TRANSACTION_NAME)
-
-    @empty_import.reload
-
-    assert @empty_import.complete?
-  end
-
-  test "failed publish results in error status" do
-    @empty_import.update! raw_file_str: valid_csv_with_invalid_values
-
-    assert_difference "Account::Transaction.count", 0 do
-      @empty_import.publish
-    end
-
-    @empty_import.reload
-    assert @empty_import.failed?
-  end
-
-  test "can create transactions from csv with custom column separator" do
-    loaded_import = @empty_import.dup
-
-    loaded_import.update! raw_file_str: valid_csv_str_with_semicolon_separator, col_sep: ";"
-    transactions = loaded_import.dry_run
-
-    assert_equal 4, transactions.count
-
-    data = transactions.first.as_json(only: [ :name, :amount, :date ])
-    assert_equal data, { "amount" => "8.55", "date" => "2024-01-01", "name" => "Starbucks drink" }
-
-    assert_equal valid_csv_str, loaded_import.normalized_csv_str
-  end
-end