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>
61 lines
1.7 KiB
JSON
61 lines
1.7 KiB
JSON
{
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"name": "tehriehlbudget-frontend",
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"private": true,
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"version": "0.4.0",
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"type": "module",
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"scripts": {
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"dev": "vite",
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"build": "tsc -b && vite build",
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"lint": "eslint .",
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"preview": "vite preview",
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"test": "vitest run",
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"test:watch": "vitest",
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"test:coverage": "vitest run --coverage"
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},
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"dependencies": {
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"@base-ui/react": "^1.3.0",
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"@dnd-kit/core": "^6.3.1",
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"@dnd-kit/sortable": "^10.0.0",
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"@dnd-kit/utilities": "^3.2.2",
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"@fontsource-variable/geist": "^5.2.8",
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"@supabase/supabase-js": "^2.103.0",
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"@tailwindcss/vite": "^4.2.2",
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"class-variance-authority": "^0.7.1",
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"clsx": "^2.1.1",
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"lucide-react": "^1.8.0",
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"pdfjs-dist": "5.4.296",
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"react": "^19.2.4",
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"react-dom": "^19.2.4",
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"react-pdf": "^10.4.1",
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"react-router-dom": "^7.14.0",
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"recharts": "^3.8.1",
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"shadcn": "^4.2.0",
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"tailwind-merge": "^3.5.0",
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"tailwindcss": "^4.2.2",
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"tw-animate-css": "^1.4.0",
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"workbox-window": "^7.4.0",
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"zustand": "^5.0.12"
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},
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"devDependencies": {
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"@eslint/js": "^9.39.4",
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"@testing-library/jest-dom": "^6.9.1",
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"@testing-library/react": "^16.3.2",
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"@testing-library/user-event": "^14.6.1",
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"@types/node": "^24.12.2",
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"@types/react": "^19.2.14",
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"@types/react-dom": "^19.2.3",
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"@vitejs/plugin-react": "^6.0.1",
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"@vitest/coverage-v8": "^4.1.4",
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"eslint": "^9.39.4",
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"eslint-plugin-react-hooks": "^7.0.1",
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"eslint-plugin-react-refresh": "^0.5.2",
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"globals": "^17.4.0",
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"jsdom": "^29.0.2",
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"typescript": "~6.0.2",
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"typescript-eslint": "^8.58.0",
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"vite": "^8.0.4",
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"vite-plugin-pwa": "^1.2.0",
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"vitest": "^4.1.4"
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}
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}
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