feat: import transactions from a CSV bank statement

Fourth of the four ideas picked from the Maybe/Sure feature audit, and the
last one queued up. A 3-step wizard (account -> column mapping -> preview)
at /transactions/import, parsed entirely client-side (new lib/csv.ts —
delimiter auto-detect, 5 date formats, thousands/decimal-separator-aware
amounts) and submitted through a new all-or-nothing POST /transactions/bulk
endpoint, mirroring backup restore's validate-everything-before-touching-
anything approach.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
This commit is contained in:
ZProger
2026-08-25 02:44:30 +03:00
parent 94782ee073
commit 19f5cfa429
11 changed files with 706 additions and 8 deletions

View File

@@ -16,6 +16,44 @@ from httpx import AsyncClient
from tests.helpers import money, txn_payload as _txn
async def test_bulk_create_transactions(client: AsyncClient, account_id, categories):
groceries = categories["Groceries"]["id"]
resp = await client.post(
"/transactions/bulk",
json={
"items": [
_txn(account_id, category_id=groceries, description="csv row 1", date="2026-01-01"),
_txn(account_id, category_id=groceries, description="csv row 2", date="2026-01-02"),
]
},
)
assert resp.status_code == 201
assert resp.json()["created"] == 2
listed = await client.get("/transactions", params={"year": 2026, "month": 1})
assert listed.json()["total"] == 2
async def test_bulk_create_is_all_or_nothing(client: AsyncClient, account_id, categories):
groceries = categories["Groceries"]["id"]
salary = categories["Salary"]["id"]
resp = await client.post(
"/transactions/bulk",
json={
"items": [
_txn(account_id, category_id=groceries, description="good row"),
# An expense using an income category — rejected, and it
# should take the whole batch down with it.
_txn(account_id, category_id=salary, description="bad row"),
]
},
)
assert resp.status_code == 400
listed = await client.get("/transactions")
assert listed.json()["total"] == 0
async def test_create_expense_rejects_income_category(client: AsyncClient, account_id, categories):
income_category = categories["Salary"]
resp = await client.post(