Commit Graph

6 Commits

Author SHA1 Message Date
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
849c58dd3e Maybe Design System Updates (#1856)
* Add geist font

* Design system css file

* Add cursor ui/ux rules

* Add shadows and shadow borders

* Replace primitives with tokens for common text and backgrounds

* Organize css

* Update switch and checkbox class names

* Add back global color variables
2025-02-13 11:31:07 -05:00
Daniel Esteves
077694bbde feat(import): add currency and number format support for CSV imports (#1819)
* feat(import): add currency and number format support for CSV imports

* feat(import): add currency and format for mint and trade

* fix(imports): remove currency field in favor of currency csv col

* fix(imports): remove validate column from import model

* test(import): add some tests for imports

* test(import): add some tests for generate_rows_from_csv

* fix: change method name for import model

* fix: change before validation

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Co-authored-by: danestves <danestves@users.noreply.github.com>
2025-02-10 15:31:28 -05:00
Zach Gollwitzer
536c82f2aa Feature: Add the ability to "revert" a CSV import (#1814)
* Allow reverting imports

* Fix tests

* Add currency column to all imports

* Don't auto-enrich demo account
2025-02-07 15:36:05 -05:00
scodes73
f57fa526af Fix: make date format year consistent overall #1712 (#1726)
* Fix: make date format year consistent overall

* chore: Consolidating all date formatting options

* adding disabled condition back to mint import

* chore: Moving formats from helper to models/family.rd

* Adding date_format_label to the en translation for import/configurations

* nit: making changes to use individual translations
2025-02-03 11:19:56 -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