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

config/environments/test.rb

@@ -62,4 +62,6 @@ Rails.application.configure do
 
   # Raise error when a before_action's only/except options reference missing actions
   config.action_controller.raise_on_missing_callback_actions = true
+
+  config.autoload_paths += %w[ test/support ]
 end

config/locales/views/imports/en.yml

@@ -0,0 +1,95 @@
+---
+en:
+  imports:
+    clean:
+      clean_and_edit: Clean and edit your data
+      clean_description: Edit your transactions in the table below. Click on any cell
+        to change the date, name, category, or amount.
+      clean_import: Clean import
+      invalid_csv: Please load a CSV first
+    configure:
+      configure_description: Select the columns that match the necessary data fields,
+        so that the columns in your CSV can be correctly mapped with our format.
+      configure_subtitle: Setup your CSV file
+      configure_title: Configure import
+      confirm_accept: Change mappings
+      confirm_body: Changing your mappings may erase any edits you have made to the
+        CSV so far.
+      confirm_title: Are you sure?
+      invalid_csv: Please load a CSV first
+      next: Next
+    confirm:
+      confirm_description: Preview your transactions below and check to see if there
+        are any changes that are required.
+      confirm_subtitle: Confirm your transactions
+      confirm_title: Confirm import
+      invalid_data: You have invalid data, please fix before continuing
+    create:
+      import_created: Import created
+    destroy:
+      import_destroyed: Import destroyed
+    edit:
+      description_text: Importing transactions can only be done for one account at
+        a time. You will need to go through this process again for other accounts.
+      edit_title: Edit import
+      header_text: Select the account your transactions will belong to
+    empty:
+      message: No imports to show
+      new: New Import
+    form:
+      account: Account
+      next: Next
+      select_account: Select account
+    import:
+      complete: Complete
+      completed_on: Completed on %{datetime}
+      delete: Delete
+      edit: Edit
+      failed: Failed
+      in_progress: In progress
+      label: 'Import for: %{account}'
+      started_on: Started on %{datetime}
+      uploading: Processing rows
+    index:
+      imports: Imports
+      new: New import
+      title: Imports
+    load:
+      confirm_accept: Yep, start over!
+      confirm_body: This will reset your import. Any changes you have made to the
+        CSV will be erased.
+      confirm_title: Are you sure?
+      description: Create a spreadsheet or upload an exported CSV from your financial
+        institution.
+      instructions: Your CSV should have the following columns and formats for the
+        best import experience.
+      load_title: Load import
+      next: Next
+      requirement1: Dates must be in ISO 8601 format (YYYY-MM-DD)
+      requirement2: Negative transaction is an "outflow" (expense), positive is an
+        "inflow" (income)
+      subtitle: Import your transactions
+    load_csv:
+      import_loaded: Import CSV loaded
+    new:
+      description_text: Importing transactions can only be done for one account at
+        a time. You will need to go through this process again for other accounts.
+      header_text: Select the account your transactions will belong to
+    publish:
+      import_published: Import has started in the background
+      invalid_data: Your import is invalid
+    type_selector:
+      description: You can manually import transactions from CSVs or from other financial
+        apps like Mint, Empower (formerly Personal Capital) or Apple Card.
+      import_from_apple: Import from Apple Card
+      import_from_csv: New import from CSV
+      import_from_empower: Import from Empower
+      import_from_mint: Import from Mint
+      import_transactions: Import transactions
+      resume_latest_import: Resume latest import
+      soon: Soon
+      sources: Sources
+    update:
+      import_updated: Import updated
+    update_mappings:
+      column_mappings_saved: Column mappings saved

config/locales/views/settings/en.yml

@@ -55,6 +55,7 @@ en:
       categories_label: Categories
       feedback_label: Feedback
       general_section_title: General
+      imports_label: Imports
       invite_label: Invite friends
       merchants_label: Merchants
       notifications_label: Notifications

config/locales/views/transaction/en.yml

@@ -57,6 +57,8 @@ en:
       transfer: Transfer
     index:
       edit_categories: Edit categories
+      edit_imports: Edit imports
+      import: Import
     merchants:
       create:
         success: New merchant created successfully

config/routes.rb

@@ -21,8 +21,24 @@ Rails.application.routes.draw do
     resource :security, only: %i[show update]
   end
 
+  resources :imports, except: :show do
+    member do
+      get "load"
+      patch "load" => "imports#load_csv"
+
+      get "configure"
+      patch "configure" => "imports#update_mappings"
+
+      get "clean"
+      patch "clean" => "imports#update_csv"
+
+      get "confirm"
+      patch "confirm" => "imports#publish"
+    end
+  end
+
   resources :transactions do
-    match "search" => "transactions#search", on: :collection, via: [ :get, :post ], as: :search
+    match "search" => "transactions#search", on: :collection, via: %i[ get post ], as: :search
 
     collection do
       scope module: :transactions do