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Feature: CSV Upload Feature #142

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Codehagen opened this issue Feb 13, 2024 · 9 comments
Open

Feature: CSV Upload Feature #142

Codehagen opened this issue Feb 13, 2024 · 9 comments
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💡 feature Requests for new features or enhancements. 🖌️ frontend Improvements for the ui help wanted Extra attention is needed
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@Codehagen
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Codehagen commented Feb 13, 2024

Type of feature

💡 Feature

Current behavior

Currently, users are unable to upload CSV files directly to populate backend finance data. The manual data entry process is time-consuming and prone to human error.

Suggested solution

Suggested solution

Implement a CSV Upload Feature that allows users to:

  1. Download a Pre-formatted Template: Provide Excel and Google Sheets templates for users to input their finance data.

  2. Input Data: Users input their data into the downloaded template, adhering to the format to ensure compatibility with the backend system.

  3. Upload CSV: A simple button that lets users upload their CSV file after inputting their data.

  4. Validate Data: (Future development) A system component that validates the format and consistency of the uploaded CSV file, ensuring data accuracy before backend population.

image
Something like this picture

Step-by-Step Process:

  • Step 1: Download the pre-formatted template (Excel or Google Sheets).
  • Step 2: Input finance data into the template and save as CSV.
  • Step 3: Use the "Upload CSV" feature to send data to the backend.
  • Step 4: (TBD) Validate the CSV data format and contents before final submission.

Additional context

This feature will significantly streamline the process of updating finance data, reduce manual entry errors, and improve overall data management efficiency.

  • A component to validate the CSV format is needed. If anyone has ideas or contributions, they are welcome to propose solutions.
  • Feedback and error reporting mechanisms should be included for user guidance during the CSV upload process.
@Codehagen Codehagen added 💡 feature Requests for new features or enhancements. 👀 Exploration Pending help wanted Extra attention is needed 🖌️ frontend Improvements for the ui and removed 👀 Exploration Pending labels Feb 13, 2024
@Codehagen
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@alexghirelli and @matteobad - Do you know what fields that we should have in the google sheet?

@Codehagen Codehagen added this to the Frontend milestone Feb 13, 2024
@alexghirelli
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.take

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Thanks for taking this issue! Let us know if you have any questions!

@alexghirelli
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I will implement the backend side for this along with the implementation of APIs to store data manually. I will relate the issue for that, asap.

@Codehagen
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Lets goooooo @alexghirelli 👏

@hiteshwadhwani
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we are still working on this feature ?

@Codehagen
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@shouryan01 is working on this. I think we are almost done? Maybe we should get to close this issue? ✨

@Codehagen
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How is it going @shouryan01 - I cant wait to test this ⚡

@shouryan01
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#249

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Labels
💡 feature Requests for new features or enhancements. 🖌️ frontend Improvements for the ui help wanted Extra attention is needed
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