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Code Issues Releases Activity Actions

CSV Transaction Imports (#708)

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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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GPG key ID: B5690EEEBB952194
71 changed files with 1657 additions and 117 deletions
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5
app/helpers/application_helper.rb
View file

@ -51,6 +51,11 @@ module ApplicationHelper
end
end
def return_to_path(params, fallback = root_path)
uri = URI.parse(params[:return_to] || fallback)
uri.relative? ? uri.path : root_path
end
def trend_styles(trend)
fallback = { bg_class: "bg-gray-500/5", text_class: "text-gray-500", symbol: "", icon: "minus" }
return fallback if trend.nil? || trend.direction.flat?

19
app/helpers/imports_helper.rb Normal file
View file

@ -0,0 +1,19 @@
module ImportsHelper
def table_corner_class(row_idx, col_idx, rows, cols)
return "rounded-tl-xl" if row_idx == 0 && col_idx == 0
return "rounded-tr-xl" if row_idx == 0 && col_idx == cols.size - 1
return "rounded-bl-xl" if row_idx == rows.size - 1 && col_idx == 0
return "rounded-br-xl" if row_idx == rows.size - 1 && col_idx == cols.size - 1
""
end
def nav_steps(import = Import.new)
[
{ name: "Select", complete: import.persisted?, path: import.persisted? ? edit_import_path(import) : new_import_path },
{ name: "Import", complete: import.loaded?, path: import.persisted? ? load_import_path(import) : nil },
{ name: "Setup", complete: import.configured?, path: import.persisted? ? configure_import_path(import) : nil },
{ name: "Clean", complete: import.cleaned?, path: import.persisted? ? clean_import_path(import) : nil },
{ name: "Confirm", complete: import.complete?, path: import.persisted? ? confirm_import_path(import) : nil }
]
end
end