Zach Gollwitzer
0544089710
Account-level import configuration templates ( #1946 )
...
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
* Account-level import configuration templates
* Default import to family's preferred date format
2025-03-04 13:10:01 -05:00
Zach Gollwitzer
c5da8ea550
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
2025-03-03 12:47:30 -05:00
Zach Gollwitzer
4d0df9b950
Escape quotations in CSV imports properly ( #1929 )
...
* Parse quotes in imports
* Update invalid CSV for test
2025-02-28 12:21:07 -05:00
Zach Gollwitzer
d6793dec05
Fix import configuration form so number format is applied ( #1923 )
...
* Fix number format form error when loading import
* Add test to verify import configuration was properly applied
2025-02-28 08:36:57 -05:00
David Anyatonwu
32ef6ca154
Add exchange and currency fields to trade imports ( #1822 )
...
* Add exchange and currency fields to trade imports
* Add exchange_operating_mic support for trade imports - Added required columns and updated models
* refactor: remove exchange and currency columns
* fix: consolidate import schema and remove redundant columns
* feat: Enhance trade import with exchange_operating_mic support
* Revert changes to existing migration
* Simplify migration to use change method
* Restore previously deleted migration
* Remove unused import_col_labels method
* Update schema.rb after running migrations
* Update trade_import.rb and fix schema.rb with db:migrate:reset
* fix: improve trade import security creation
---------
Signed-off-by: David Anyatonwu <51977119+onyedikachi-david@users.noreply.github.com>
2025-02-24 10:00:24 -05:00
Alex
9cc9f42bdc
Allow custom column separator for CSV parsing in uploads controller ( #1470 )
...
* Allow custom column separator for CSV parsing in uploads controller
* Add column separator parameter for CSV uploads in tests
2024-11-18 11:31:17 -05:00
Zach Gollwitzer
728b10d08e
Fix trade import mapping bug
2024-10-21 12:26:39 -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
