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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
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@ -6,16 +6,28 @@
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<%= contextual_menu do %>
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<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">
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<%= link_to transaction_categories_path,
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class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg font-normal" do %>
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class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg font-normal" do %>
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<%= lucide_icon "tags", class: "w-5 h-5 text-gray-500" %>
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<span class="text-black"><%= t(".edit_categories") %></span>
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<% end %>
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<%= link_to imports_path,
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class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg font-normal" do %>
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<%= lucide_icon "hard-drive-upload", class: "w-5 h-5 text-gray-500" %>
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<span class="text-black"><%= t(".edit_imports") %></span>
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<% end %>
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</div>
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<% end %>
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<%= link_to new_import_path(enable_type_selector: true), class: "rounded-lg bg-gray-50 border border-gray-200 flex items-center gap-1 justify-center px-3 py-2", data: { turbo_frame: "modal" } do %>
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<%= lucide_icon("download", class: "text-gray-500 w-4 h-4") %>
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<p class="text-sm font-medium text-gray-900"><%= t(".import") %></p>
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<% end %>
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<%= link_to new_transaction_path, 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 %>
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<%= lucide_icon("plus", class: "w-5 h-5") %>
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<p>New transaction</p>
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<p class="text-sm font-medium">New transaction</p>
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<% end %>
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</div>
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</div>
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@ -10,6 +10,6 @@
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</div>
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<div class="flex justify-between gap-4">
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<%= previous_setting("Merchants", transaction_merchants_path) %>
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<%= next_setting("What's New", changelog_path) %>
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<%= next_setting("Imports", imports_path) %>
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</div>
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</div>
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