Files
sure/app/views/import/configurations/_trade_import.html.erb
soky srm 7908f7d8a4 Expand financial providers (#1407)
* Initial implementation

* Tiingo fixes

* Adds 2 providers, remove 2

* Add  extra checks

* FIX a big hotwire race condition

// Fix hotwire_combobox race condition: when typing quickly, a slow response for
// an early query (e.g. "A") can overwrite the correct results for the final query
// (e.g. "AAPL"). We abort the previous in-flight request whenever a new one fires,
// so stale Turbo Stream responses never reach the DOM.

* pipelock

* Update price_test.rb

* Reviews

* i8n

* fixes

* fixes

* Update tiingo.rb

* fixes

* Improvements

* Big revamp

* optimisations

* Update 20260408151837_add_offline_reason_to_securities.rb

* Add missing tests, fixes

* small rank tests

* FIX tests

* Update show.html.erb

* Update resolver.rb

* Update usd_converter.rb

* Update holdings_controller.rb

* Update holdings_controller.rb

* Update holdings_controller.rb

* Update holdings_controller.rb

* Update holdings_controller.rb

* Update _yahoo_finance_settings.html.erb
2026-04-09 18:33:59 +02:00

41 lines
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<%# locals: (import:) %>
<%= styled_form_with model: @import, url: import_configuration_path(@import), scope: :import, method: :patch, class: "space-y-4" do |form| %>
<div class="space-y-4">
<div class="flex items-center gap-4">
<%= form.select :date_col_label, import.csv_headers, { include_blank: "Select column", label: "Date" }, required: true %>
<%= form.select :date_format, Family::DATE_FORMATS, { label: t(".date_format_label")}, label: true, required: true %>
</div>
<div class="flex items-center gap-4">
<%= form.select :qty_col_label, import.csv_headers, { include_blank: "Select column", label: "Quantity" }, required: true %>
<%= form.select :signage_convention, [["Buys are positive qty", "inflows_positive"], ["Buys are negative qty", "inflows_negative"]], label: true, required: true %>
</div>
<div class="flex items-center gap-4">
<%= form.select :currency_col_label, import.csv_headers, { include_blank: "Default", label: "Currency" } %>
<%= form.select :number_format, Import::NUMBER_FORMATS.keys, { label: "Format", prompt: "Select format" }, required: true %>
</div>
<%= form.select :ticker_col_label, import.csv_headers, { include_blank: "Select column", label: "Ticker" }, required: true %>
<%= form.select :exchange_operating_mic_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Stock exchange code" } %>
<%= form.select :price_col_label, import.csv_headers, { include_blank: "Select column", label: "Price" }, required: true %>
<% unless import.account.present? %>
<%= form.select :account_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Account" } %>
<% end %>
<%= form.select :name_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Name" } %>
<% unless Security.providers.any? %>
<div class="alert alert-warning">
<p>
<strong>Note:</strong> The security prices provider is not configured. Your trade imports will work, but Sure will not backfill price history. Please go to your settings to configure this.
</p>
</div>
<% end %>
</div>
<%= form.submit "Apply configuration", disabled: import.complete? %>
<% end %>