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