TehRiehlDeal
a8a47e38c1
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Lets a user upload a CSV, OFX/QFX, or PDF bank statement, parses the transactions, flags duplicates and possible transfers against existing records, and bulk-creates the accepted rows after a final read-only confirmation step. Backend - New `statements` module with CSV (papaparse), OFX/QFX (node-ofx-parser), and PDF (pdf-parse) parsers behind a `StatementParser` strategy interface; format detected by content sniffing + extension. - `DuplicateDetectorService` checks FITID/externalId exact matches first, then a date+amount+description Jaro-Winkler heuristic, then cross-account transfer pairing. - New `POST /statements/parse` (multipart, in-memory, 10MB cap) returns the parsed preview without writing, including per-row `status` (`new`, `duplicate`, `needs_review`, `possible_transfer`) and any `needsMapping` payload when CSV headers are unrecognized. - `POST /transactions/bulk` accepts up to 500 rows, chunks them 50 at a time inside `prisma.$transaction`, applies balance deltas, and writes a single `ActivityLog` row per chunk instead of one per transaction. - Schema: nullable `external_id` column on `Transaction` plus composite indexes on `(account_id, external_id)` and `(account_id, date)` for fast dedupe-window queries. Not encrypted — it's an opaque bank ID used as a lookup key. Frontend - `ImportStatementDialog` runs a 4-step wizard: Upload → Column Mapping (if needed) → Review (editable table with duplicate/transfer badges) → Confirm (read-only summary with projected per-account balance impact and count-bearing primary button). The Confirm step gates the actual write, and Back to Review preserves all edit/checkbox state. - New `bulkCreateTransactions` action on the transactions store. - "Import Statement" button added next to Export on the Transactions page, with a success toast and a refresh of the transactions + accounts stores. Tests - 306 backend tests (29 suites), 195 frontend tests (31 suites), all green. - Fixtures under `test/fixtures/statements/` cover three CSV sign conventions (signed-amount, debit/credit, credit-card), OFX 1.x SGML, OFX 2.x XML, and a credit-card QFX with the CCSTMTRS branch. Versions bumped to 0.4.0 on both packages per the lockstep rule. NOTE: the Prisma migration in `prisma/migrations/20260527203542_add_transaction_external_id/` still needs to be applied to the live database with `prisma migrate deploy` — the DB at 10.0.3.82 wasn't reachable from the dev environment. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
115 lines
2.9 KiB
JSON
115 lines
2.9 KiB
JSON
{
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"name": "tehriehlbudget-backend",
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"version": "0.4.0",
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"description": "",
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"author": "",
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"private": true,
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"license": "UNLICENSED",
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"files": [
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"dist",
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"prisma"
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],
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"scripts": {
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"build": "nest build",
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"format": "prettier --write \"src/**/*.ts\" \"test/**/*.ts\"",
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"start": "nest start",
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"start:dev": "nest start --watch",
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"start:debug": "nest start --debug --watch",
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"start:prod": "node dist/main",
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"lint": "eslint \"{src,apps,libs,test}/**/*.ts\" --fix",
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"test": "jest",
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"test:watch": "jest --watch",
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"test:cov": "jest --coverage",
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"test:debug": "node --inspect-brk -r tsconfig-paths/register -r ts-node/register node_modules/.bin/jest --runInBand",
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"test:e2e": "jest --config ./test/jest-e2e.json",
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"prisma:seed": "ts-node prisma/seed.ts"
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},
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"prisma": {
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"seed": "ts-node prisma/seed.ts"
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},
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"dependencies": {
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"@nestjs/common": "^11.0.1",
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"@nestjs/config": "^4.0.4",
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"@nestjs/core": "^11.0.1",
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"@nestjs/mapped-types": "^2.1.1",
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"@nestjs/platform-express": "^11.0.1",
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"@prisma/client": "^6.19.3",
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"@supabase/supabase-js": "^2.103.0",
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"@types/papaparse": "^5.5.2",
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"@types/pdf-parse": "^1.1.5",
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"class-transformer": "^0.5.1",
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"class-validator": "^0.15.1",
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"dotenv": "^17.4.2",
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"node-ofx-parser": "^0.5.1",
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"papaparse": "^5.5.3",
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"pdf-parse": "^2.4.5",
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"reflect-metadata": "^0.2.2",
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"rxjs": "^7.8.1"
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},
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"devDependencies": {
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"@eslint/eslintrc": "^3.2.0",
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"@eslint/js": "^9.18.0",
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"@nestjs/cli": "^11.0.0",
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"@nestjs/schematics": "^11.0.0",
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"@nestjs/testing": "^11.0.1",
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"@types/express": "^5.0.0",
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"@types/jest": "^30.0.0",
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"@types/multer": "^2.1.0",
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"@types/node": "^22.10.7",
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"@types/supertest": "^6.0.2",
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"eslint": "^9.18.0",
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"eslint-config-prettier": "^10.0.1",
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"eslint-plugin-prettier": "^5.2.2",
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"globals": "^16.0.0",
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"jest": "^30.0.0",
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"prettier": "^3.4.2",
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"prisma": "^6.19.3",
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"source-map-support": "^0.5.21",
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"supertest": "^7.0.0",
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"ts-jest": "^29.2.5",
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"ts-loader": "^9.5.2",
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"ts-node": "^10.9.2",
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"tsconfig-paths": "^4.2.0",
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"typescript": "^5.7.3",
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"typescript-eslint": "^8.20.0"
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},
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"jest": {
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"moduleFileExtensions": [
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"js",
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"json",
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"ts"
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],
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"rootDir": ".",
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"roots": [
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"<rootDir>/src"
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],
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"testRegex": ".*\\.spec\\.ts$",
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"transform": {
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"^.+\\.(t|j)s$": "ts-jest"
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},
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"moduleNameMapper": {
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"^(\\.{1,2}/.*)\\.(js|ts)$": "$1"
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},
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"collectCoverageFrom": [
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"src/**/*.(t|j)s"
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],
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"coveragePathIgnorePatterns": [
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"/node_modules/",
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"/generated/",
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".*\\.module\\.ts$",
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".*\\.d\\.ts$",
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"src/main\\.ts$"
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],
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"coverageDirectory": "coverage",
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"testEnvironment": "node",
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"coverageThreshold": {
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"global": {
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"statements": 90,
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"branches": 90,
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"functions": 90,
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"lines": 90
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}
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}
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}
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}
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