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20 commits

Author SHA1 Message Date
Zach Gollwitzer
79ca7e2039 Preserve negative sign on raw CSV values 2024-10-10 18:57:00 -04:00
Zach Gollwitzer
a20809eee3 When unassigned accounts in CSV import, always allow new account creation 2024-10-10 15:51:36 -04:00
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
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
Zach Gollwitzer
949d3d80fa
Support multi-currency transfers (#1175) 2024-09-13 11:45:19 -04:00
Pedro Carmona
0c1ff00c1e
Refactor: Allow other import files (#1099)
* Rename stimulus controller

* feature: rename raw_csv_str to raw_file_str
2024-08-19 09:25:07 -04:00
Alexander Schrot
4527482aa2
Add support for different column separator in csv import logic (#1096)
* add col_sep to import model

* add validation for col_sep column

* add col_sep option to csv import model

* make use of col_sep option in import model

* add column separator field to new/edit action of an import

* add col_sep parameter to create/update action

* fix spacing between fields

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Alexander Schrot <alexander@axs-labs.com>

---------

Signed-off-by: Alexander Schrot <alexander@axs-labs.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-08-16 14:00:16 -04:00
Pedro Carmona
14c4b9e93c
Refactor: Use native error i18n lookup (#1076) 2024-08-12 20:38:58 -04:00
Zach Gollwitzer
c3314e62d1
Account::Entry Delegated Type (namespace updates part 7) (#923)
* Initial entryable models

* Update transfer and tests

* Update transaction controllers and tests

* Update sync process to use new entries model

* Get dashboard working again

* Update transfers, imports, and accounts to use Account::Entry

* Update system tests

* Consolidate transaction management into entries controller

* Add permitted partial key helper

* Move account transactions list to entries controller

* Delegate transaction entries search

* Move transfer relation to entry

* Update bulk transaction management flows to use entries

* Remove test code

* Test fix attempt

* Update demo data script

* Consolidate remaining transaction partials to entries

* Consolidate valuations controller to entries controller

* Lint fix

* Remove unused files, additional cleanup

* Add back valuation creation

* Make migrations fully reversible

* Stale routes cleanup

* Migrations reversible fix

* Move types to entryable concern

* Fix search when no entries found

* Remove more unused code
2024-07-01 10:49:43 -04:00
Igor Carvalho
094128fef1
Fix issue #861: Correct header selection logic in get_selected_header_for_field method (#918)
The get_selected_header_for_field method was incorrectly using the entire field object instead of the field key to dig into the column_mappings hash. This caused an error when trying to retrieve the selected header for a field.
2024-06-24 10:31:21 -04:00
Zach Gollwitzer
2681dd96b1
Move categories to top-level namespace (#894) 2024-06-20 08:15:09 -04:00
Zach Gollwitzer
8372e26864
Allow optional import fields (#865) 2024-06-11 18:46:44 -04:00
Zach Gollwitzer
de53a50e45
Sync account after transaction import (#820) 2024-05-30 22:06:32 -04:00
Jakub Kottnauer
6e59fdb369
Add tag preview when importing (#800) 2024-05-24 10:39:24 -04:00
Zach Gollwitzer
457247da8e
Create tagging system (#792)
* Repro

* Fix

* Update signage

* Create tagging system

* Add tags to transaction imports

* Build tagging UI

* Cleanup

* More cleanup
2024-05-23 08:09:33 -04:00
Zach Gollwitzer
41c991384a
Fix duplicate category creation on import (#791)
* Repro

* Fix

* Update signage
2024-05-22 10:02:03 -04:00
Jakub Kottnauer
77f166a5f8
Ignore empty categories while importing (#789)
* Ignore empty categories while importing

* Review fixes
2024-05-22 08:12:56 -04:00
Jakub Kottnauer
32748b0632
Fix import crash with empty transaction name (#783) 2024-05-20 17:21:40 -04:00
Jakub Kottnauer
34811d8fd8
Fix currency when importing to foreign accounts (#762) 2024-05-20 09:55:45 -04:00
Zach Gollwitzer
45ae4a9737
CSV Transaction Imports (#708)
Introduces a basic CSV import module for bulk-importing account transactions.

Changes include:

- User can load a CSV
- User can configure the column mappings for a CSV
- Imported CSV shows invalid cells
- User can clean up their data directly in the UI
- User can see a preview of the import rows and confirm import
- Layout refactor + Import nav stepper
- System test stability improvements
2024-05-17 09:09:32 -04:00