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Transaction Import #936

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malfynnction opened this issue Jun 20, 2023 · 0 comments
Open

Transaction Import #936

malfynnction opened this issue Jun 20, 2023 · 0 comments
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enhancement New feature or improvements to an existing one

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@malfynnction
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We want a way to import a list of transactions (e.g. from a bank export)

Desktop

On desktop, this can be one big table with most of the data pre-filled, requiring as little user action as possible
image
Notes:

  • For non-existing accounts, we show the same dropdown (incl. "create xy") as we do in the transaction form
  • How to display duplicate transactions? (i.e. transactions that have already been imported before and therefore already exist)
  • After clicking "import all"
    • disable form, show loading animation
    • send individual requests (this will become easier once the backend supports bulk create)
    • Update rows as responses come in: either "✅ success" or the according error message
      image
    • Once all responses are in: Either redirect to / (everything successful) or fade out all successful rows, re-enable the form, scroll to top, show an alert and all the error messages

Mobile

On mobile, it should lead the user through the import, transaction by transaction
image

@malfynnction malfynnction added the enhancement New feature or improvements to an existing one label Jun 20, 2023
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Labels
enhancement New feature or improvements to an existing one
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