Commit Graph

8 Commits

Author SHA1 Message Date
soky srm
64c25725c9 Fix CSV import with no currency (#462)
* FIX use the accounts we are importing currency as default, not family default

* FIX add family fallback for multi account import
2025-12-17 18:37:35 +01:00
soky srm
f882484bba Add transaction dedup support for CSV imports (#304)
* Support dedup for transaction also for CSV

* Fix to exclude CSV importing duplicates

* Guard nil account
2025-11-10 12:09:22 +01:00
Zach Gollwitzer
c88fe2e3b2 Feature: Add "amount type" configuration column for CSV imports (#1947)
* Rough draft

* Schema conflict update

* Implement signage

* Update system tests

* Lint fixes
2025-04-18 10:48:10 -04:00
Zach Gollwitzer
e657c40d19 Account:: namespace simplifications and cleanup (#2110)
* Flatten Holding model

* Flatten balance model

* Entries domain renames

* Fix valuations reference

* Fix trades stream

* Fix brakeman warnings

* Fix tests

* Replace existing entryable type references in DB
2025-04-14 11:40:34 -04:00
Joseph Ho
b41897b5e5 import: Bulk import transaction data. (#1962)
Fixes: #1846.
2025-03-24 09:59:27 -04:00
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
4bfe47540d Basic trade and holdings view (#1271)
* Add trade view

* Lint fix

* Fix stale placeholder variable

* Add holding view
2024-10-09 14:59:18 -04:00
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