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sure/app/views/import/configurations/_account_import.html.erb
Copilot 558bf7eeda feat: Support optional balance date column in account CSV imports (#736)
* Initial plan

* Add ability to specify balance date in AccountImport CSV

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Restore original Ruby version

* Fix linting issues - remove trailing whitespace

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Add error handling for date parsing in AccountImport

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Revert unintended Gemfile.lock changes

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
2026-01-22 15:25:43 +01:00

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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| %>
<%= form.select :entity_type_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Entity Type" } %>
<%= form.select :name_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Name" }, required: true %>
<%= form.select :amount_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Balance" }, required: true %>
<%= form.select :currency_col_label, import.csv_headers, { include_blank: "Default", label: "Currency" } %>
<div class="flex items-center gap-4">
<%= form.select :date_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Balance Date" } %>
<%= form.select :date_format,
Family::DATE_FORMATS,
{ label: "Date Format", prompt: "Select format" },
required: @import.date_col_label.present? %>
</div>
<%= form.submit "Apply configuration", disabled: import.complete? %>
<% end %>