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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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5
app/views/import/configurations/_transaction_import.html.erb
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@@ -16,7 +16,10 @@
<%= form.select :number_format, Import::NUMBER_FORMATS.keys, { label: "Format", prompt: "Select format" }, required: true %>
</div>
<%= 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)" } %>
<%= form.select :category_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Category (optional)" } %>
<%= form.select :tags_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Tags (optional)" } %>