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CSV Transaction Imports (#708)

Introduces a basic CSV import module for bulk-importing account transactions.

Changes include:

- User can load a CSV
- User can configure the column mappings for a CSV
- Imported CSV shows invalid cells
- User can clean up their data directly in the UI
- User can see a preview of the import rows and confirm import
- Layout refactor + Import nav stepper
- System test stability improvements
This commit is contained in:
Zach Gollwitzer 2024-05-17 09:09:32 -04:00 committed by GitHub
parent 3d9ff3ad2a
commit 45ae4a9737
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71 changed files with 1657 additions and 117 deletions

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@ -1,4 +1,6 @@
class AccountsController < ApplicationController
layout "with_sidebar"
include Filterable
before_action :set_account, only: %i[ show update destroy sync ]
@ -48,7 +50,7 @@ class AccountsController < ApplicationController
end
end
else
render "edit", status: :unprocessable_entity
render "show", status: :unprocessable_entity
end
end
@ -84,11 +86,11 @@ class AccountsController < ApplicationController
private
def set_account
@account = Current.family.accounts.find(params[:id])
end
def set_account
@account = Current.family.accounts.find(params[:id])
end
def account_params
params.require(:account).permit(:name, :accountable_type, :balance, :start_date, :currency, :subtype, :is_active)
end
def account_params
params.require(:account).permit(:name, :accountable_type, :balance, :start_date, :currency, :subtype, :is_active)
end
end