BillTracker/client/components/data
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
..
AutoMatchReview.jsx refactor(client): single source of truth for money formatting (IMP-CODE-01) 2026-07-03 12:46:22 -05:00
BankSyncSection.jsx refactor(client): single source of truth for money formatting (IMP-CODE-01) 2026-07-03 12:46:22 -05:00
ConnectionHero.jsx feat(data): actionable badges, health dots, at-a-glance stats, palette links (Batch 2) 2026-07-03 15:05:25 -05:00
DataNav.jsx feat(data): two-pane shell + connection hero + deep-linking (Batch 1) 2026-07-03 15:02:36 -05:00
DownloadMyDataSection.jsx chore: bump to v0.34.2, subscription badge fix on Tracker rows 2026-05-30 21:52:02 -05:00
ImportHistorySection.jsx chore: bump to v0.34.2, subscription badge fix on Tracker rows 2026-05-30 21:52:02 -05:00
ImportMyDataSection.jsx chore: bump to v0.34.2, subscription badge fix on Tracker rows 2026-05-30 21:52:02 -05:00
ImportOfxSection.jsx feat(import): OFX/QFX transaction import (Batch 3) 2026-07-03 15:11:59 -05:00
ImportSpreadsheetSection.jsx 0.34.3 2026-05-31 15:06:10 -05:00
ImportTransactionCsvSection.jsx chore: bump to v0.34.2, subscription badge fix on Tracker rows 2026-05-30 21:52:02 -05:00
SeedDemoDataSection.jsx chore: bump to v0.34.2, subscription badge fix on Tracker rows 2026-05-30 21:52:02 -05:00
TransactionMatchingSection.jsx feat(banking): bank transactions page with merchant/store matching, transaction matching refactor, bank sync improvements (batch 0.40.0) 2026-06-14 15:15:31 -05:00
dataShared.jsx feat(data): modernize SectionCard chrome (Batch 0 — Data overhaul) 2026-07-03 14:57:03 -05:00