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Enable File Upload for CSV transaction imports #799
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Related: when importing a CSV it seems there's no option to skip category / tags, i.e. select "no" field to map those to. |
@joehoyle yeah I had run into this with a few of my own imports too. Created an issue here that we can cover this in: https://github.com/orgs/maybe-finance/projects/14/views/1?pane=issue&itemId=65794196 |
Just another note: I tried to import CSV of about 6k lines. I was able to paste it into the field and import, but that basically hung the docker container for over an hour, and the import never completed, so it seems maybe the CSV imported has performance issues. |
@joehoyle any chance you have some logs you could share? The import happens in a background job, so can you check to make sure you have |
Feature Overview
This is a follow up feature to the CSV imports that were already implemented in #708
In the original feature, only "copy/paste" was enabled. This issue's purpose is to add the ability for a user to directly upload a File.
Requirements
If there is a missing / incorrect requirement, please leave a comment before starting work on this.
Import
modelImplementation Suggestions
Below are some ideas for implementation to get you started. Use your best judgment here—if there's a better way to do things, go for it!
raw_csv_str
column onImport
Designs
Below are the designs you should follow while implementing this:
https://www.figma.com/design/lonJmVk3HYkwZoIO7xYP2w/Maybe-App-(Community)?node-id=3656-18086&t=t84SVrxXV2CSiCM7-0
Reminders
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