TehRiehlDeal
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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>
A progressive Node.js framework for building efficient and scalable server-side applications.
Description
Nest framework TypeScript starter repository.
Project setup
$ pnpm install
Compile and run the project
# development
$ pnpm run start
# watch mode
$ pnpm run start:dev
# production mode
$ pnpm run start:prod
Run tests
# unit tests
$ pnpm run test
# e2e tests
$ pnpm run test:e2e
# test coverage
$ pnpm run test:cov
Deployment
When you're ready to deploy your NestJS application to production, there are some key steps you can take to ensure it runs as efficiently as possible. Check out the deployment documentation for more information.
If you are looking for a cloud-based platform to deploy your NestJS application, check out Mau, our official platform for deploying NestJS applications on AWS. Mau makes deployment straightforward and fast, requiring just a few simple steps:
$ pnpm install -g @nestjs/mau
$ mau deploy
With Mau, you can deploy your application in just a few clicks, allowing you to focus on building features rather than managing infrastructure.
Resources
Check out a few resources that may come in handy when working with NestJS:
- Visit the NestJS Documentation to learn more about the framework.
- For questions and support, please visit our Discord channel.
- To dive deeper and get more hands-on experience, check out our official video courses.
- Deploy your application to AWS with the help of NestJS Mau in just a few clicks.
- Visualize your application graph and interact with the NestJS application in real-time using NestJS Devtools.
- Need help with your project (part-time to full-time)? Check out our official enterprise support.
- To stay in the loop and get updates, follow us on X and LinkedIn.
- Looking for a job, or have a job to offer? Check out our official Jobs board.
Support
Nest is an MIT-licensed open source project. It can grow thanks to the sponsors and support by the amazing backers. If you'd like to join them, please read more here.
Stay in touch
- Author - Kamil Myśliwiec
- Website - https://nestjs.com
- Twitter - @nestframework
License
Nest is MIT licensed.