5 commits

Author	SHA1	Message	Date
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	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
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	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