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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
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71 changed files with 1657 additions and 117 deletions
102
app/controllers/imports_controller.rb
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102
app/controllers/imports_controller.rb
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require "ostruct"
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class ImportsController < ApplicationController
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before_action :set_import, except: %i[ index new create ]
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def index
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@imports = Current.family.imports
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render layout: "with_sidebar"
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end
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def new
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@import = Import.new
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end
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def edit
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end
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def update
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account = Current.family.accounts.find(params[:import][:account_id])
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@import.update! account: account
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redirect_to load_import_path(@import), notice: t(".import_updated")
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end
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def create
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account = Current.family.accounts.find(params[:import][:account_id])
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@import = Import.create!(account: account)
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redirect_to load_import_path(@import), notice: t(".import_created")
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end
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def destroy
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@import.destroy!
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redirect_to imports_url, notice: t(".import_destroyed"), status: :see_other
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end
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def load
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end
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def load_csv
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if @import.update(import_params)
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redirect_to configure_import_path(@import), notice: t(".import_loaded")
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else
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flash.now[:error] = @import.errors.full_messages.to_sentence
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render :load, status: :unprocessable_entity
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end
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end
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def configure
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unless @import.loaded?
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redirect_to load_import_path(@import), alert: t(".invalid_csv")
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end
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end
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def update_mappings
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@import.update! import_params(@import.expected_fields.map(&:key))
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redirect_to clean_import_path(@import), notice: t(".column_mappings_saved")
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end
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def clean
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unless @import.loaded?
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redirect_to load_import_path(@import), alert: t(".invalid_csv")
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end
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end
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def update_csv
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update_params = import_params[:csv_update]
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@import.update_csv! \
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row_idx: update_params[:row_idx],
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col_idx: update_params[:col_idx],
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value: update_params[:value]
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render :clean
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end
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def confirm
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unless @import.cleaned?
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redirect_to clean_import_path(@import), alert: t(".invalid_data")
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end
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end
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def publish
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if @import.valid?
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@import.publish_later
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redirect_to imports_path, notice: t(".import_published")
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else
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flash.now[:error] = t(".invalid_data")
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render :confirm, status: :unprocessable_entity
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end
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end
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private
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def set_import
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@import = Current.family.imports.find(params[:id])
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end
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def import_params(permitted_mappings = nil)
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params.require(:import).permit(:raw_csv_str, column_mappings: permitted_mappings, csv_update: [ :row_idx, :col_idx, :value ])
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end
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end
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