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

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* 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
This commit is contained in:
Zach Gollwitzer 2025-03-03 12:47:30 -05:00 • committed by GitHub
parent e907b073ed
commit c5da8ea550
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20 changed files with 118 additions and 57 deletions
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7
app/views/import/configurations/_mint_import.html.erb
View file

@ -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? %>

6
app/views/import/configurations/_trade_import.html.erb
View file

@ -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 %>

5
app/views/import/configurations/_transaction_import.html.erb
View file

@ -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)" } %>