Files
sure/app/views/import/configurations/_trade_import.html.erb
Juan José Mata 5706280dd7 More rebranding changes (#159)
* Replace Maybe for Sure in select code areas

* Make sure passwords are consistent

* Remove (admin|member) from demo data first name

* Database and schema names finally to `sure`

* Fix broken test

* Another (benchmarking) database name to `sure_*`

* More rebranding to Sure

* Missed this Maybe mention in the same page

* Random nitpicks and more Maybes

* Demo data accounts and more Maybes

* Test data account updates

* Impersonation test accounts

* Consistency with `compose.example.yml`
2025-09-24 00:19:51 +02:00

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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.provider %>
<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 %>