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TehRiehlBudget/tehriehlbudget-frontend
TehRiehlDeal a8a47e38c1
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Add bulk statement-import feature for transactions
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>
2026-05-27 14:23:45 -07:00
..
2026-05-04 16:20:23 -07:00
2026-05-04 16:20:23 -07:00

React + TypeScript + Vite

This template provides a minimal setup to get React working in Vite with HMR and some ESLint rules.

Currently, two official plugins are available:

React Compiler

The React Compiler is not enabled on this template because of its impact on dev & build performances. To add it, see this documentation.

Expanding the ESLint configuration

If you are developing a production application, we recommend updating the configuration to enable type-aware lint rules:

export default defineConfig([
  globalIgnores(['dist']),
  {
    files: ['**/*.{ts,tsx}'],
    extends: [
      // Other configs...

      // Remove tseslint.configs.recommended and replace with this
      tseslint.configs.recommendedTypeChecked,
      // Alternatively, use this for stricter rules
      tseslint.configs.strictTypeChecked,
      // Optionally, add this for stylistic rules
      tseslint.configs.stylisticTypeChecked,

      // Other configs...
    ],
    languageOptions: {
      parserOptions: {
        project: ['./tsconfig.node.json', './tsconfig.app.json'],
        tsconfigRootDir: import.meta.dirname,
      },
      // other options...
    },
  },
]);

You can also install eslint-plugin-react-x and eslint-plugin-react-dom for React-specific lint rules:

// eslint.config.js
import reactX from 'eslint-plugin-react-x';
import reactDom from 'eslint-plugin-react-dom';

export default defineConfig([
  globalIgnores(['dist']),
  {
    files: ['**/*.{ts,tsx}'],
    extends: [
      // Other configs...
      // Enable lint rules for React
      reactX.configs['recommended-typescript'],
      // Enable lint rules for React DOM
      reactDom.configs.recommended,
    ],
    languageOptions: {
      parserOptions: {
        project: ['./tsconfig.node.json', './tsconfig.app.json'],
        tsconfigRootDir: import.meta.dirname,
      },
      // other options...
    },
  },
]);