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>
64 lines
2.0 KiB
TypeScript
64 lines
2.0 KiB
TypeScript
import 'reflect-metadata';
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import { plainToInstance } from 'class-transformer';
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import { validateSync } from 'class-validator';
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import { ParseStatementDto } from './parse-statement.dto';
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describe('ParseStatementDto', () => {
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const baseAccountId = 'a1b2c3d4-1111-4222-9333-1234567890ab';
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it('accepts a bare accountId', () => {
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const dto = plainToInstance(ParseStatementDto, {
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accountId: baseAccountId,
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});
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expect(validateSync(dto)).toHaveLength(0);
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expect(dto.mapping).toBeUndefined();
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});
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it('parses mapping when sent as a JSON string (multipart form field)', () => {
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const dto = plainToInstance(ParseStatementDto, {
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accountId: baseAccountId,
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mapping: JSON.stringify({
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date: 'When',
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description: 'What',
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amount: 'How Much',
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}),
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});
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expect(validateSync(dto)).toHaveLength(0);
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expect(dto.mapping?.date).toBe('When');
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expect(dto.mapping?.description).toBe('What');
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expect(dto.mapping?.amount).toBe('How Much');
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});
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it('drops mapping silently when the JSON string parses to a non-object (e.g. number)', () => {
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const dto = plainToInstance(ParseStatementDto, {
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accountId: baseAccountId,
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mapping: '42',
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});
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expect(validateSync(dto)).toHaveLength(0);
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expect(dto.mapping).toBeUndefined();
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});
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it('drops mapping silently when JSON is malformed', () => {
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const dto = plainToInstance(ParseStatementDto, {
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accountId: baseAccountId,
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mapping: '{not json',
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});
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expect(validateSync(dto)).toHaveLength(0);
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expect(dto.mapping).toBeUndefined();
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});
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it('accepts mapping when already an object', () => {
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const dto = plainToInstance(ParseStatementDto, {
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accountId: baseAccountId,
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mapping: { date: 'D', description: 'X', amount: 'A' },
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});
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expect(validateSync(dto)).toHaveLength(0);
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expect(dto.mapping?.date).toBe('D');
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});
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it('rejects a non-UUID accountId', () => {
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const dto = plainToInstance(ParseStatementDto, { accountId: 'nope' });
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expect(validateSync(dto).length).toBeGreaterThan(0);
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});
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});
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