aedificatorum / pocket-budget

Because Excel on the go isn't a good look

Home Page:https://pocket-budget-demo.netlify.com/

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Move from category/subcategory to accounts

taddison opened this issue · comments

  • Create code to load accounts from Excel data
  • Modify app to read accounts to populate category/subcategory data
  • Modify app to save accountId on the record in the store (based on category/subcategory)
  • Modify app to load accountId on add/edit submission directly (don't pass cat/subcat any more, remove patch from store)
  • Modify app to hydrate cat/subcat in the view from accountId
  • Write something to allow bulk import of data from Excel (or csv, etc.)
  • Delete existing data in prod and re-load from Excel
  • Add id to items, generated as a GUID to allow round-tripping data (app <-> Excel)
  • Update export to include Id
  • Add bulk-export (all items) function

Optional for later:

  • Update OneClick to work with accounts not cat/subcat?

Round-tripping is going to be important until it's proven, so now an export functionality is also required. The basic functionality has been hacked into the Admin page in this commit:

  • 3cbe85c
    But eventually I imagine this needs to move to the export page (and the functionality related to export: true/false can go)

Pretty hacky right now - triggers a download of all the data when the admin page is opened.

Also becoming pretty clear that the store should probably be responsible for caching (having to drill accounts everywhere - almost looks like a fit for context or redux (/reducer).

Some additional updates:

  • Bulk export - stop loading on mount - 1c7d49a
  • Remove the concept of 'exported' - summary now shows the last 30 days - 5e1bfd2