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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

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@ -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