Enable File Upload for CSV transaction imports

[zachgoll]

Feature Overview

This is a follow up feature to the CSV imports that were already implemented in #708

In the original feature, only "copy/paste" was enabled. This issue's purpose is to add the ability for a user to directly upload a File.

Requirements

If there is a missing / incorrect requirement, please leave a comment before starting work on this.

• User sees 2 tabs on the "load" step—"Upload CSV" or "Copy & Paste"
• Copy/paste tab should use existing implementation
• File upload should allow user to click or drag to upload a CSV file
• File upload status (likely via ActionCable)
• All errors handled (see designs) - many of these are already handled by validations on the Import model

Implementation Suggestions

Below are some ideas for implementation to get you started. Use your best judgment here—if there's a better way to do things, go for it!

• We don't necessarily need to store the file that is uploaded. We simply need to get the CSV string and save it to raw_csv_str column on Import
  • We may eventually run into performance issues with this, but we'll address that in a later issue if needed.

Designs

Below are the designs you should follow while implementing this:

https://www.figma.com/design/lonJmVk3HYkwZoIO7xYP2w/Maybe-App-(Community)?node-id=3656-18086&t=t84SVrxXV2CSiCM7-0

Reminders

• Make sure to review our contributing guidelines before starting on an issue
• We do our best to define a clear spec for new features and fixes, but think of them as "suggestions", not "hard requirements". We welcome ideas and suggestions!
  • If you see missing requirements to this issue, please leave a comment below explaining what is missing and why it is important.
  • If you see a requirement that you think is incorrect or not optimal, please leave a comment explaining what you think needs to change below.

[joehoyle]

Related: when importing a CSV it seems there's no option to skip category / tags, i.e. select "no" field to map those to.

[zachgoll]

@joehoyle yeah I had run into this with a few of my own imports too. Created an issue here that we can cover this in:

https://github.com/orgs/maybe-finance/projects/14/views/1?pane=issue&itemId=65794196

[joehoyle]

Just another note: I tried to import CSV of about 6k lines. I was able to paste it into the field and import, but that basically hung the docker container for over an hour, and the import never completed, so it seems maybe the CSV imported has performance issues.

[zachgoll]

@joehoyle any chance you have some logs you could share?

The import happens in a background job, so can you check to make sure you have GOOD_JOB_EXECUTION_MODE: async set in your environment?