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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

32
test/fixtures/imports.yml vendored Normal file
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empty_import:
account: checking
created_at: <%= 1.minute.ago %>
loaded_import:
account: checking
raw_csv_str: |
date,name,category,amount
2024-01-01,Starbucks drink,Food,20
2024-01-02,Amazon stuff,Shopping,200
normalized_csv_str: |
date,name,category,amount
2024-01-01,Starbucks drink,Food,20
2024-01-02,Amazon stuff,Shopping,200
created_at: <%= 2.days.ago %>
completed_import:
account: checking
column_mappings:
date: date
name: name
category: category
amount: amount
raw_csv_str: |
date,name,category,amount
2024-01-01,Starbucks drink,Food,20
normalized_csv_str: |
date,name,category,amount
2024-01-01,Starbucks drink,Food,20
created_at: <%= 2.days.ago %>