Docker/Maybe
Docker/Maybe
1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-08-06 22:15:20 +02:00
Code Issues Releases Activity Actions

Feature: Add the ability to "revert" a CSV import (#1814)
Some checks failed
Publish Docker image / ci (push) Has been cancelled
Details
Publish Docker image / Build docker image (push) Has been cancelled
Details

Browse source 
* Allow reverting imports

* Fix tests

* Add currency column to all imports

* Don't auto-enrich demo account
This commit is contained in:
Zach Gollwitzer 2025-02-07 15:36:05 -05:00 • committed by GitHub
parent 60925bd16c
commit 536c82f2aa
No known key found for this signature in database
GPG key ID: B5690EEEBB952194
17 changed files with 125 additions and 6 deletions
Download patch file Download diff file Expand all files Collapse all files

1
app/views/import/configurations/_account_import.html.erb
View file

@ -4,6 +4,7 @@
<%= form.select :entity_type_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Entity Type" } %>
<%= form.select :name_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Name (optional)" } %>
<%= form.select :amount_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Balance" } %>
<%= form.select :currency_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Currency" } %>
<%= form.submit "Apply configuration", class: "w-full btn btn--primary", disabled: import.complete? %>
<% end %>

2
app/views/import/configurations/_mint_import.html.erb
View file

@ -16,6 +16,8 @@
<%= form.select :signage_convention, [["Incomes are negative", "inflows_negative"], ["Incomes are positive", "inflows_positive"]], { label: true }, disabled: import.complete? %>
</div>
<%= form.select :currency_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Currency" }, disabled: import.complete? %>
<%= form.select :account_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Account (optional)" }, disabled: import.complete? %>
<%= form.select :name_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Name (optional)" }, disabled: import.complete? %>
<%= form.select :category_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Category (optional)" }, disabled: import.complete? %>

2
app/views/import/configurations/_trade_import.html.erb
View file

@ -11,6 +11,8 @@
<%= form.select :signage_convention, [["Buys are positive qty", "inflows_positive"], ["Buys are negative qty", "inflows_negative"]], label: true %>
</div>
<%= form.select :currency_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Currency" } %>
<%= form.select :ticker_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Ticker" } %>
<%= form.select :price_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Price" } %>
<%= form.select :account_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Account (optional)" } %>

2
app/views/import/configurations/_transaction_import.html.erb
View file

@ -11,6 +11,8 @@
<%= form.select :signage_convention, [["Incomes are positive", "inflows_positive"], ["Incomes are negative", "inflows_negative"]], label: true %>
</div>
<%= form.select :currency_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Currency" } %>
<%= form.select :account_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Account (optional)" } %>
<%= form.select :name_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Name (optional)" } %>
<%= form.select :category_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Category (optional)" } %>