create transactions based on bank documents
deadlocker8 opened this issue · comments
- 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)
- 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