Allow CSV imports to be configured with single or multi-account mode (#1943)

* Allow CSV imports to be configured to a single account or multiple accounts

* Initialize import directly from accounts page

* Fix brakeman warnings

* Fix schema

* Fix Synth check

app/views/import/configurations/_mint_import.html.erb

@@ -1,6 +1,6 @@
 <%# locals: (import:) %>
 
-<div class="flex items-center justify-between border border-secondary rounded-lg bg-green-500/5 p-5 gap-4">
+<div class="flex items-center justify-between border border-secondary rounded-lg bg-green-500/5 p-5 gap-4 mb-4">
   <%= lucide_icon("check-circle", class: "w-5 h-5 shrink-0 text-green-500") %>
   <p class="text-sm text-primary italic">We have pre-configured your Mint import for you. Please proceed to the next step.</p>
 </div>
@@ -21,7 +21,10 @@
     <%= form.select :number_format, Import::NUMBER_FORMATS.keys, { label: "Format", prompt: "Select format" }, required: true %>
   </div>
 
-  <%= form.select :account_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Account (optional)" }, disabled: import.complete? %>
+  <% unless import.account.present? %>
+    <%= form.select :account_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Account (optional)" }, disabled: import.complete? %>
+  <% end %>
+
   <%= 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? %>
   <%= form.select :tags_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Tags (optional)" }, disabled: import.complete? %>

app/views/import/configurations/_trade_import.html.erb

@@ -20,7 +20,11 @@
     <%= form.select :ticker_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Ticker" } %>
     <%= form.select :exchange_operating_mic_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Exchange Operating MIC" } %>
     <%= 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)" } %>
+
+    <% unless import.account.present? %>
+      <%= form.select :account_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Account (optional)" } %>
+    <% end %>
+
     <%= form.select :name_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Name (optional)" } %>
 
     <% unless Security.provider %>

app/views/import/configurations/_transaction_import.html.erb

@@ -16,7 +16,10 @@
     <%= form.select :number_format, Import::NUMBER_FORMATS.keys, { label: "Format", prompt: "Select format" }, required: true %>
   </div>
 
-  <%= form.select :account_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Account (optional)" } %>
+  <% unless import.account.present? %>
+    <%= form.select :account_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Account (optional)" } %>
+  <% end %>
+
   <%= 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)" } %>
   <%= form.select :tags_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Tags (optional)" } %>

app/views/import/confirms/_mappings.html.erb

@@ -3,7 +3,7 @@
 <% mappings = mapping_class.for_import(import) %>
 <% is_last_step = step_idx == import.mapping_steps.count - 1 %>
 
-<% if mapping_class == Import::AccountMapping %>
+<% if mapping_class == Import::AccountMapping && import.account.nil? %>
   <% if import.requires_account? %>
     <div class="flex items-center justify-between p-4 mb-4 gap-4 text-secondary bg-red-100 border border-red-200 rounded-lg w-[650px]">
       <%= tag.p t(".no_accounts"), class: "text-sm" %>

app/views/import/uploads/show.html.erb

@@ -19,33 +19,33 @@
         </div>
       </div>
 
-      <div data-tabs-target="tab" id="csv-paste-tab">
-        <%= styled_form_with model: @import, scope: :import, url: import_upload_path(@import), multipart: true, class: "space-y-2" do |form| %>
-          <%= form.select :col_sep, [["Comma (,)", ","], ["Semicolon (;)", ";"]], label: true %>
-          <%= form.text_area :raw_file_str,
+      <% ["csv-paste-tab", "csv-upload-tab"].each do |tab| %>
+        <%= tag.div id: tab, data: { tabs_target: "tab" }, class: tab == "csv-upload-tab" ? "hidden" : "" do %>
+          <%= styled_form_with model: @import, scope: :import, url: import_upload_path(@import), multipart: true, class: "space-y-2" do |form| %>
+            <%= form.select :col_sep, Import::SEPARATORS, label: true %>
+
+            <% unless @import.type == "MintImport" %>
+              <%= form.select :account_id, @import.family.accounts.pluck(:name, :id), { label: "Account (optional)", include_blank: "Multi-account import", selected: @import.account_id } %>
+            <% end %>
+
+            <% if tab == "csv-paste-tab" %>
+              <%= form.text_area :raw_file_str,
                        rows: 10,
                        required: true,
                        placeholder: "Paste your CSV file contents here",
                        "data-auto-submit-form-target": "auto" %>
+            <% else %>
+              <label for="import_csv_file" class="flex flex-col items-center justify-center w-full h-56 border-2 border-gray-300 border-dashed rounded-lg cursor-pointer bg-gray-50">
+                <div class="flex flex-col items-center justify-center pt-5 pb-6">
+                  <%= form.file_field :csv_file, class: "ml-32", "data-auto-submit-form-target": "auto" %>
+                </div>
+              </label>
+            <% end %>
 
-          <%= form.submit "Upload CSV", disabled: @import.complete? %>
+            <%= form.submit "Upload CSV", disabled: @import.complete? %>
+          <% end %>
         <% end %>
-
-      </div>
-
-      <div data-tabs-target="tab" id="csv-upload-tab" class="hidden">
-        <%= styled_form_with model: @import, scope: :import, url: import_upload_path(@import), multipart: true, class: "space-y-2" do |form| %>
-          <%= form.select :col_sep, [["Comma (,)", ","], ["Semicolon (;)", ";"]], label: true %>
-
-          <label for="import_csv_file" class="flex flex-col items-center justify-center w-full h-56 border-2 border-gray-300 border-dashed rounded-lg cursor-pointer bg-gray-50">
-            <div class="flex flex-col items-center justify-center pt-5 pb-6">
-              <%= form.file_field :csv_file, class: "ml-32", "data-auto-submit-form-target": "auto" %>
-            </div>
-          </label>
-
-          <%= form.submit "Upload CSV", disabled: @import.complete? %>
-        <% end %>
-      </div>
+      <% end %>
     </div>
   </div>