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create transactions based on bank documents #724

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deadlocker8 opened this issue Dec 5, 2022 · 1 comment
Closed

create transactions based on bank documents #724

deadlocker8 opened this issue Dec 5, 2022 · 1 comment
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@deadlocker8
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deadlocker8 commented Dec 5, 2022

  • export csv from bank
  • import in BudgetMaster
  • list parsed transactions
  • for each transaction offer buttons
    • crete new transaction and prefill values from csv (date, amount, title, ...)
    • create new transfer and prefill values
    • use template and prefill missing template values
    • mark as skipped
  • after creation redirect back to list and mark transaction as already imported
  • it must be possible to return to the import process at any time until all transactions are processed or import is aborted or server restart)
@deadlocker8 deadlocker8 self-assigned this Dec 5, 2022
@deadlocker8 deadlocker8 added this to the 2.13.0 milestone Dec 6, 2022
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deadlocker8 commented Jan 8, 2023

  • new page for import in transaction sub menu in navbar
  • upload csv and set delimiter
  • parse csv
  • list csv on page
  • user has to assign the columns to the BudgetMaster attributes (date, amount, title, ...)
  • parse date from csv
  • parse amount from csv
  • for each transaction offer buttons
    • crete new transaction and prefill values from csv (date, amount, title, ...)
    • show recipient in CsvTransaction
    • create new transfer and prefill values
    • use template and prefill missing template values
    • save should redirect back to import and mark row as imported
    • cancel should redirect back to import and mark row as pending
    • mark as skipped
  • table improvements
    • make table sortable
    • add column to edit category --> show only circle?
    • add save button
    • allow editing of name in table
    • new column match for description

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