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Allow CSV imports to be configured with single or multi-account mode (#1943)

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* 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
This commit is contained in:
Zach Gollwitzer
2025-03-03 12:47:30 -05:00
committed by GitHub
parent e907b073ed
commit c5da8ea550
20 changed files with 118 additions and 57 deletions
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6
app/views/import/configurations/_trade_import.html.erb
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@@ -20,7 +20,11 @@
<%= form.select :ticker_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Ticker" } %>
<%= form.select :exchange_operating_mic_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Exchange Operating MIC" } %>
<%= form.select :price_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Price" } %>
<%= form.select :account_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Account (optional)" } %>
<% unless import.account.present? %>
<%= form.select :account_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Account (optional)" } %>
<% end %>
<%= form.select :name_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Name (optional)" } %>
<% unless Security.provider %>