BillTracker/client
null bd1eee00b0 feat(import): OFX/QFX transaction import (Batch 3)
New services/ofxImportService.js parses OFX 1.x (SGML, unclosed leaf tags),
OFX 2.x (XML) and QFX (+ Intuit tags ignored) into the same normalized shape the
CSV path produces, then writes through the SAME shared primitives (session table,
(user_id, data_source_id, provider_transaction_id) dedupe, import_history) — now
exported from csvTransactionImportService (additive; CSV tests still pass).

- Routes POST /api/import/ofx/{preview,commit} mirror the CSV two-step (raw
  upload → structured commit; no column mapping since OFX is structured).
- UI: ImportOfxSection (upload → preview list → import) in the Import pane;
  amounts shown via formatCentsUSD; toasts on preview/commit/malformed.
- Gap handling: signed TRNAMT → signed cents; DTPOSTED → YYYY-MM-DD; FITID →
  stable provider id (hash fallback); non-OFX / empty files rejected clearly.

Tests: tests/ofxImportService.test.js (SGML + XML/QFX parse, entity decode,
signed cents, preview→commit, re-import dedupe, import_history). Server 129 pass.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-03 15:11:59 -05:00
..
components feat(import): OFX/QFX transaction import (Batch 3) 2026-07-03 15:11:59 -05:00
contexts theme correctness 2026-05-28 01:30:40 -05:00
hooks feat(settings): auto-save preferences with live save status (batch 0.39.0) 2026-06-12 02:08:42 -05:00
lib refactor(client): single source of truth for money formatting (IMP-CODE-01) 2026-07-03 12:46:22 -05:00
pages feat(import): OFX/QFX transaction import (Batch 3) 2026-07-03 15:11:59 -05:00
public/img refactor: component splits, PWA support, CommandPalette 2026-05-28 20:53:22 -05:00
App.jsx feat(banking): bank transactions ledger page with route, sidebar link, and API endpoint 2026-06-12 03:59:42 -05:00
api.js feat(import): OFX/QFX transaction import (Batch 3) 2026-07-03 15:11:59 -05:00
index.css feat(settings): safe-to-spend toggle, move notifications from Profile to Settings, fix dark-mode readability 2026-06-12 01:52:48 -05:00
main.jsx v0.24.3: Session fixes, activity log corrections, UI polish 2026-05-11 13:39:48 -05:00