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Bulk editing of transactions #833

Closed
1 of 9 tasks
zachgoll opened this issue Jun 4, 2024 · 0 comments · Fixed by #846
Closed
1 of 9 tasks

Bulk editing of transactions #833

zachgoll opened this issue Jun 4, 2024 · 0 comments · Fixed by #846
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@zachgoll
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zachgoll commented Jun 4, 2024

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Feature Overview

The feature allows users to manage multiple transactions simultaneously by selecting and editing them in bulk. Users can update dates, categories, merchants, and notes, exclude transactions from analytics, and delete transactions.

Requirements

If there is a missing / incorrect requirement, please leave a comment before starting work on this.

  • Users should be able to select multiple or all transactions within the view
  • Users should be able to edit multiple transactions via the bulk selection bar
  • Users should be able to:
    • Edit/Update Date
    • Edit/Update Category
    • Edit/Update Merchant
    • Edit/Update Notes
    • Exclude transactions from analytics
    • Delete transactions (refer to this issue)

Implementation 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!

Designs

Below are the designs you should follow while implementing this:
https://www.figma.com/design/lonJmVk3HYkwZoIO7xYP2w/Maybe-App-(Community)?node-id=3654-17054

Reminders

  • Make sure to review our contributing guidelines before starting on an issue
  • We do our best to define a clear spec for new features and fixes, but think of them as "suggestions", not "hard requirements". We welcome ideas and suggestions!
    • If you see missing requirements to this issue, please leave a comment below explaining what is missing and why it is important.
    • If you see a requirement that you think is incorrect or not optimal, please leave a comment explaining what you think needs to change below.
@zachgoll zachgoll self-assigned this Jun 7, 2024
@zachgoll zachgoll linked a pull request Jun 7, 2024 that will close this issue
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