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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

View file

@ -6,16 +6,28 @@
<%= 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 transaction_categories_path,
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 %>
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 %>
<%= lucide_icon "tags", class: "w-5 h-5 text-gray-500" %>
<span class="text-black"><%= t(".edit_categories") %></span>
<% end %>
<%= link_to imports_path,
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 %>
<%= lucide_icon "hard-drive-upload", class: "w-5 h-5 text-gray-500" %>
<span class="text-black"><%= t(".edit_imports") %></span>
<% end %>
</div>
<% end %>
<%= 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 %>
<%= lucide_icon("download", class: "text-gray-500 w-4 h-4") %>
<p class="text-sm font-medium text-gray-900"><%= t(".import") %></p>
<% end %>
<%= 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 %>
<%= lucide_icon("plus", class: "w-5 h-5") %>
<p>New transaction</p>
<p class="text-sm font-medium">New transaction</p>
<% end %>
</div>
</div>

View file

@ -10,6 +10,6 @@
</div>
<div class="flex justify-between gap-4">
<%= previous_setting("Merchants", transaction_merchants_path) %>
<%= next_setting("What's New", changelog_path) %>
<%= next_setting("Imports", imports_path) %>
</div>
</div>