* Reorganize import UI with Financial Tools / Raw Data tabs
Split the flat list of import sources into two tabbed sections using
DS::Tabs: "Financial Tools" (Mint, Quicken/QIF, YNAB coming soon) and
"Raw Data" (transactions, investments, accounts, categories, rules,
documents). This prepares for adding more tool-specific importers
without cluttering the list.
https://claude.ai/code/session_01BM4SBWNhATqoKTEvy3qTS3
* Fix import controller test to account for YNAB coming soon entry
The new YNAB "coming soon" disabled entry adds a 5th aria-disabled
element to the import dialog.
https://claude.ai/code/session_01BM4SBWNhATqoKTEvy3qTS3
* Fix system tests to click Raw Data tab before selecting import type
Transaction, trade, and account imports are now under the Raw Data tab
and need an explicit tab click before the buttons are visible.
https://claude.ai/code/session_01BM4SBWNhATqoKTEvy3qTS3
* feat: Add bulk import for NDJSON export files
Implements an import flow that accepts the full all.ndjson file from data exports,
allowing users to restore their complete data including:
- Accounts with accountable types
- Categories with parent relationships
- Tags and merchants
- Transactions with category, merchant, and tag references
- Trades with securities
- Valuations
- Budgets and budget categories
- Rules with conditions and actions (including compound conditions)
Key changes:
- Add BulkImport model extending Import base class
- Add Family::DataImporter to handle NDJSON parsing and import logic
- Update imports controller and views to support NDJSON workflow
- Skip configuration/mapping steps for structured NDJSON imports
- Add i18n translations for bulk import UI
- Add tests for BulkImport and DataImporter
* fix: Fix category import and test query issues
- Add default lucide_icon ("shapes") for categories when not provided
- Fix valuation test to use proper ActiveRecord joins syntax
* Linter errors
* fix: Add default color for tags when not provided in import
* fix: Add default kind for transactions when not provided in import
* Fix test
* Fix tests
* Fix remaining merge conflicts from PR 766 cherry-pick
Resolve conflict markers in test fixtures and clean up BulkImport
entry in new.html.erb to use the _import_option partial consistently.
https://claude.ai/code/session_01BM4SBWNhATqoKTEvy3qTS3
* Import Sure `.ndjson`
* Remove `.ndjson` import from raw data
* Fix support for Sure "bulk" import from old branch
* Linter
* Fix CI test
* Fix more CI tests
* Fix tests
* Fix tests / move PDF import to first tab
* Remove redundant title
---------
Co-authored-by: Claude <noreply@anthropic.com>
* Feat: Add QIF (Quicken Interchange Format) import functionality
- Add the ability to import QIF files for users coming from Quicken
- Includes categories and tags
- Comprehensive tests for QifImport, including parsing, row generation, and import functionality.
- Ensure handling of hierarchical categories (ex "Home:Home Improvement" is imported as Parent:Child)
* Fix QIF import issues raised in code review
- Fix two-digit year windowing in QIF date parser (e.g. '99 → 1999, not 2099)
- Fix ArgumentError from invalid `undef: :raise` encoding option
- Nil-safe `leaf_category_name` with blank guard and `.to_s` coercion
- Memoize `qif_account_type` to avoid re-parsing the full QIF file
- Add strong parameters (`selection_params`) to QifCategorySelectionsController
- Wrap all mutations in DB transactions in uploads and category-selections controllers
- Skip unchanged tag rows (only write rows where tags actually differ)
- Replace hardcoded strings with i18n keys across QIF views and nav
- Fix potentially colliding checkbox/label IDs in category selection view
- Improve keyboard accessibility: use semantic `<label>` for file picker area
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* Fix QIF import test count and Brakeman mass assignment warning
- Update ImportsControllerTest to expect 4 disabled import options (was 3),
accounting for the new QIF import type added in this branch
- Remove :account_id from upload_params permit list; it was never accessed
through strong params (always via params.dig with Current.family scope),
so this resolves the Brakeman high-confidence mass assignment warning
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* Fix: QIF import security, safety, and i18n issues raised in code review
- Added french, spanish and german translations for newly added i18n keys
- Replace params.dig(:import, :account_id) with a proper strong-params
accessor (import_account_id) in UploadsController to satisfy Rails
parameter filtering requirements
- Guard ImportsController#show against QIF imports reaching the publish
screen before a file has been uploaded, preventing an unrescued error
on publish
- Gate the QIF "Clean" nav step link on import.uploaded? to prevent
routing to CleansController with an unconfigured import (which would
raise "Unknown import type: QifImport" via ImportsHelper)
- Replace hard-coded "txn" pluralize calls in the category/tag selection
view with t(".txn_count") and add pluralization keys to the locale file
- Localize all hard-coded strings in the QIF upload section of
uploads/show.html.erb and add corresponding en.yml keys
- Convert the CSV upload drop zone from a clickable <div> (JS-only) to
a semantic <label> element, making it keyboard-accessible without
JavaScript
* Fix: missing translations keys
* Add icon mapping and random color assignment to new categories
* fix a lint issue
* Add a warning about splits and some plumbing for future support.
Updated locales.
---------
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
* Show disabled import options before accounts exist
Keep account-dependent import choices visible on /imports/new and render them as disabled with guidance when no accounts are available.
* Refactor disabled import options: extract partial, fix accessibility (#986)
- Extract _import_option partial to eliminate duplicated enabled/disabled
markup across TransactionImport, TradeImport, and MintImport (also
used by AccountImport, CategoryImport, RuleImport for consistency)
- Replace misleading chevron-right with lock icon in disabled state
- Add aria-disabled="true" for screen reader accessibility
- Remove redundant default: parameter from t() call
- Fix locale key ordering (requires_account after import_* keys)
- Fix extra blank line in test file
- Add assertion for aria-disabled attribute in test
https://claude.ai/code/session_016j9tDYEBfWX9Dzd99rAYjX
Co-authored-by: Claude <noreply@anthropic.com>
* Tailwind fixes
---------
Co-authored-by: Claude <noreply@anthropic.com>
* 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
* 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>
* Add .tool-versions to gitignore
* Add dropzone js for drag and drop file uploads
* UI for csv file uploads for import
* dropzone controller and use lucide_icon instead of svg
* Preview for file chosen
* File upload
* Remove dropzone
* Normalize I18n keys and fix lint issues
* Add system tests
* Cleanup
* Remove unwanted
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
