CSV Transaction Imports #708

Merged
zachgoll merged 68 commits from csv-imports-part-1 into main 2024-05-17 21:09:32 +08:00

68 Commits

Author SHA1 Message Date
Zach Gollwitzer
76fdb70f45 Include clean step in system test 2024-05-17 08:51:50 -04:00
Zach Gollwitzer
8435c53395 More cleanup 2024-05-17 08:36:41 -04:00
Zach Gollwitzer
b5b0c40b8a Remove unused methods 2024-05-17 08:19:03 -04:00
Zach Gollwitzer
0bb828b81b Make column accessors dynamic 2024-05-17 08:15:15 -04:00
Zach Gollwitzer
8f90962e93 Final cleanup 2024-05-17 08:02:24 -04:00
Zach Gollwitzer
b8cdffd8a6 Fix formatting error causing test to break 2024-05-16 16:51:26 -04:00
Zach Gollwitzer
7005c09c8c Merge main 2024-05-16 16:41:57 -04:00
Zach Gollwitzer
004501ff94 Clean up CSV logic 2024-05-16 16:32:36 -04:00
Zach Gollwitzer
7d895cfd3c Merge branch 'main' of github.com:maybe-finance/maybe into csv-imports-part-1 2024-05-14 13:34:48 -04:00
Zach Gollwitzer
78c94fc937 Cleanup 2024-05-14 13:34:39 -04:00
Zach Gollwitzer
f6fc28d1f7 i18n translations 2024-05-14 13:30:29 -04:00
Zach Gollwitzer
8783f5fed1 Cleanup 2024-05-14 12:58:40 -04:00
Zach Gollwitzer
2a50878d9a Lint fixes 2024-05-14 12:44:43 -04:00
Zach Gollwitzer
f04e59eb62 iso 8601 date format 2024-05-14 12:43:30 -04:00
Zach Gollwitzer
202bb1e466 Add step redirects 2024-05-14 12:35:20 -04:00
Zach Gollwitzer
c314793f08 Implement final designs 2024-05-14 10:45:27 -04:00
Zach Gollwitzer
10b42a1827 Clean up redundant steps 2024-05-13 16:16:00 -04:00
Zach Gollwitzer
abed408373 Consolidate migrations 2024-05-13 13:09:51 -04:00
Zach Gollwitzer
703264cbe3 Add import job 2024-05-13 11:37:43 -04:00
Zach Gollwitzer
567abd7174 Complete import preview view functionality 2024-05-13 09:48:58 -04:00
Zach Gollwitzer
5b92d7fdcf Render fix 2024-05-11 12:50:35 -04:00
Zach Gollwitzer
9263d0aa7d Formatting 2024-05-11 12:35:40 -04:00
Zach Gollwitzer
a72c6685a6 Replace csv editing with dedicated Import::Row model 2024-05-11 12:35:07 -04:00
Zach Gollwitzer
f970973519 Add back import row model 2024-05-11 08:29:28 -04:00
Zach Gollwitzer
7650f7506f Remove stale helpers 2024-05-11 07:32:26 -04:00
Zach Gollwitzer
473714e4a8 Consolidate confirm controller 2024-05-11 07:31:26 -04:00
Zach Gollwitzer
65c10e2dea Consolidate clean controller 2024-05-11 07:23:57 -04:00
Zach Gollwitzer
bd6abd4ee8 Consolidate configure controller 2024-05-11 07:04:26 -04:00
Zach Gollwitzer
72950e1517 Consolidate import load 2024-05-10 17:17:23 -04:00
Zach Gollwitzer
0f8323758f Add validation to rows 2024-05-10 12:18:14 -04:00
Zach Gollwitzer
6e7cc175de Implement confirm step 2024-05-10 11:17:29 -04:00
Zach Gollwitzer
f036b99107 Basic CSV import cleaning 2024-05-10 10:25:51 -04:00
Zach Gollwitzer
9cf9cc519d Merge branch 'main' of github.com:maybe-finance/maybe into csv-imports-part-1 2024-05-10 06:44:43 -04:00
Zach Gollwitzer
822a19dfdf Lint fix 2024-05-09 13:16:57 -04:00
Zach Gollwitzer
7382d23f9b Allow user to configure field mappings 2024-05-09 13:16:07 -04:00
Zach Gollwitzer
e578350471 Add complete? status to Import 2024-05-09 10:58:56 -04:00
Zach Gollwitzer
337e71c463 Add copy/paste CSV import field 2024-05-09 10:09:59 -04:00
Zach Gollwitzer
55f72ef91e Add load step 2024-05-09 08:01:28 -04:00
Zach Gollwitzer
af722c78b8 Controllers for each step 2024-05-09 07:12:01 -04:00
Zach Gollwitzer
af29cd6064 Merge branch 'main' of github.com:maybe-finance/maybe into csv-imports-part-1 2024-05-08 15:48:26 -04:00
Zach Gollwitzer
3e85f4c9e2 Implement import account selection form 2024-05-08 11:35:01 -04:00
Zach Gollwitzer
c1a3a2bd13 Lint fixes 2024-05-08 11:35:01 -04:00
Zach Gollwitzer
6e250dfc41 Add import type selector modal 2024-05-08 11:34:59 -04:00
Zach Gollwitzer
067661910f Imports management in settings 2024-05-08 11:34:51 -04:00
Zach Gollwitzer
d79c9d7f48 Make fixture data more clear 2024-05-08 11:34:49 -04:00
Zach Gollwitzer
1186233f95 Rubocop fixes 2024-05-08 11:34:49 -04:00
Zach Gollwitzer
a6f289ee46 Fix lint errors 2024-05-08 11:34:49 -04:00
Zach Gollwitzer
81382e74ca Scaffold out navigation menu styles, step routes 2024-05-08 11:34:46 -04:00
Zach Gollwitzer
a01fa267aa Use Rails layout inheritance convention for all views 2024-05-08 11:34:41 -04:00
Zach Gollwitzer
917fe94906 Add Imports::StepsController 2024-05-08 11:34:36 -04:00
Zach Gollwitzer
db74d695ec Safely handle field mappings 2024-05-08 11:34:14 -04:00
Zach Gollwitzer
db7b205b50 Add initial data model for data imports 2024-05-08 11:33:47 -04:00
Zach Gollwitzer
298c5bb36f By default, don't run background jobs in tests 2024-05-08 11:29:34 -04:00
Zach Gollwitzer
8cf1568a11 Refactor main layout 2024-05-08 11:29:30 -04:00
Zach Gollwitzer
b3e6861ca7 Lint fixes 2024-05-08 10:16:53 -04:00
Zach Gollwitzer
77ec20edc9 Add import type selector modal 2024-05-08 10:16:53 -04:00
Zach Gollwitzer
65eb7c3fd3 Stabilize system tests, add back to CI 2024-05-08 10:16:49 -04:00
Zach Gollwitzer
094a127b7a Imports management in settings 2024-05-08 10:16:40 -04:00
Zach Gollwitzer
d4c16cd7e0 Make fixture data more clear 2024-05-08 10:16:40 -04:00
Zach Gollwitzer
76cabf4f31 Rubocop fixes 2024-05-08 10:16:40 -04:00
Zach Gollwitzer
7601307c96 Fix lint errors 2024-05-08 10:16:40 -04:00
Zach Gollwitzer
17913d47ac Scaffold out navigation menu styles, step routes 2024-05-08 10:16:40 -04:00
Zach Gollwitzer
35915dc401 Use Rails layout inheritance convention for all views 2024-05-08 10:16:40 -04:00
Zach Gollwitzer
15020f535c Add Imports::StepsController 2024-05-08 10:16:40 -04:00
Zach Gollwitzer
025bd97e7a Safely handle field mappings 2024-05-08 10:16:40 -04:00
Zach Gollwitzer
a9006353a7 Add initial data model for data imports 2024-05-08 10:16:40 -04:00
Zach Gollwitzer
95115448f3 By default, don't run background jobs in tests 2024-05-08 10:16:40 -04:00
Zach Gollwitzer
b588cf6456 Refactor main layout 2024-05-08 10:16:40 -04:00