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