6 commits

Author	SHA1	Message	Date
Zach Gollwitzer	c88fe2e3b2	Feature: Add "amount type" configuration column for CSV imports (#1947) ... * Rough draft * Schema conflict update * Implement signage * Update system tests * Lint fixes	2025-04-18 10:48:10 -04:00
Zach Gollwitzer	e657c40d19	Account:: namespace simplifications and cleanup (#2110) ... * Flatten Holding model * Flatten balance model * Entries domain renames * Fix valuations reference * Fix trades stream * Fix brakeman warnings * Fix tests * Replace existing entryable type references in DB	2025-04-14 11:40:34 -04:00
Zach Gollwitzer	0544089710	Account-level import configuration templates (#1946) ... * Account-level import configuration templates * Default import to family's preferred date format	2025-03-04 13:10:01 -05:00
Zach Gollwitzer	cd9f20747c	Allow inline account creation when importing CSV (#1291) ... * Allow inline account creation when importing CSV * Sanitize numeric inputs for CSV * CSV import date validation * Lint fix	2024-10-10 15:14:38 -04:00
Zach Gollwitzer	73d61fc990	Fix signage on transaction imports (#1236)	2024-10-03 14:59:24 -04:00
Zach Gollwitzer	398b246965	CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209) ... * Remove stale 1.0 import logic and model * Fresh start * Checkpoint before removing nav * First working prototype * Add trade, account, and mint import flows * Basic working version with tests * System tests for each import type * Clean up mappings flow * Clean up PR, refactor stale code, tests * Add back row validations * Row validations * Fix import job test * Fix import navigation * Fix mint import configuration form * Currency preset for new accounts	2024-10-01 10:47:59 -04:00