* feat: improve QIF import date format selection
- Added a reusable date format auto-detection method.
- Show a live preview of the first parsed date that updates client-side
as the user changes the dropdown selection, via a new
qif-date-format Stimulus controller.
- Show an error alert and disable the submit button when no supported
date format can parse the file's dates.
* A few polishing fixes:
- Missing return on redirects
Stale REASONABLE_DATE_RANGE constant.
- Replaced the frozen constant with a class method
Bare inline rescue — Replaced Date.strptime(s, fmt) rescue nil with an explicit begin/rescue catching.
- save!(validate: false) in controller — Changed to update_column(:column_mappings, ...) in qif_category_selections_controller.rb:22, matching the pattern used in detect_and_set_qif_date_format!.
- Unescaped JSON in HTML attribute — Replaced the raw <div> with tag.div ... do block in show.html.erb:16, letting Rails properly escape the data attribute value.
* fix: address review feedback for QIF date format feature
- Add missing `return` after redirect for non-QIF imports
- Pass date_format to parse_opening_balance in will_adjust_opening_anchor?
- Return empty array when no usable date sample exists for format preview
- Add sr-only label to date format select for accessibility
- Consolidate duplicate try_parse_date/parse_qif_date into single method
- Remove misleading ambiguity scoring comment from detect_date_format
- Skip redundant sync_mappings when date format already triggered a sync
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* Use %{product_name} interpolation in locale strings
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Co-authored-by: Claude Opus 4.6 <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.
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Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>