feat: make settings data imports visible in Import History

Create import_sources + imported_files tracking records when importing
transactions from Settings > Data Management, so imports appear in the
Import History panel and can be deleted like CSV imports.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

src/hooks/useDataImport.ts

@@ -33,6 +33,7 @@ type ImportAction =
   | { type: "NEEDS_PASSWORD"; filePath: string }
   | {
       type: "CONFIRMING";
+      filePath: string;
       summary: ImportSummary;
       data: ExportEnvelope["data"];
       importType: ExportEnvelope["export_type"];
@@ -61,6 +62,7 @@ function reducer(state: ImportState, action: ImportAction): ImportState {
       return {
         ...state,
         status: "confirming",
+        filePath: action.filePath,
         summary: action.summary,
         parsedData: action.data,
         importType: action.importType,
@@ -132,7 +134,7 @@ export function useDataImport() {
       });
 
       const { summary, data, importType } = parseContent(content, filePath);
-      dispatch({ type: "CONFIRMING", summary, data, importType });
+      dispatch({ type: "CONFIRMING", filePath, summary, data, importType });
     } catch (e) {
       dispatch({
         type: "IMPORT_ERROR",
@@ -152,7 +154,7 @@ export function useDataImport() {
         });
 
         const { summary, data, importType } = parseContent(content, state.filePath);
-        dispatch({ type: "CONFIRMING", summary, data, importType });
+        dispatch({ type: "CONFIRMING", filePath: state.filePath, summary, data, importType });
       } catch (e) {
         dispatch({
           type: "IMPORT_ERROR",
@@ -166,16 +168,17 @@ export function useDataImport() {
   const executeImport = useCallback(async () => {
     if (!state.parsedData || !state.importType) return;
     dispatch({ type: "IMPORT_START" });
+    const filename = state.filePath?.split(/[/\\]/).pop() ?? "unknown";
     try {
       switch (state.importType) {
         case "categories_only":
           await importCategoriesOnly(state.parsedData);
           break;
         case "transactions_with_categories":
-          await importTransactionsWithCategories(state.parsedData);
+          await importTransactionsWithCategories(state.parsedData, filename);
           break;
         case "transactions_only":
-          await importTransactionsOnly(state.parsedData);
+          await importTransactionsOnly(state.parsedData, filename);
           break;
       }
       dispatch({ type: "IMPORT_SUCCESS" });
@@ -185,7 +188,7 @@ export function useDataImport() {
         error: e instanceof Error ? e.message : String(e),
       });
     }
-  }, [state.parsedData, state.importType]);
+  }, [state.parsedData, state.importType, state.filePath]);
 
   const reset = useCallback(() => dispatch({ type: "RESET" }), []);
 

src/services/dataExportService.ts

@@ -254,13 +254,15 @@ export async function importCategoriesOnly(data: ExportEnvelope["data"]): Promis
 }
 
 export async function importTransactionsWithCategories(
-  data: ExportEnvelope["data"]
+  data: ExportEnvelope["data"],
+  filename: string
 ): Promise<void> {
   const db = await getDb();
 
   // Wipe everything
   await db.execute("DELETE FROM transactions");
   await db.execute("DELETE FROM imported_files");
+  await db.execute("DELETE FROM import_sources");
   await db.execute("DELETE FROM keywords");
   await db.execute("DELETE FROM suppliers");
   await db.execute("DELETE FROM categories");
@@ -308,12 +310,28 @@ export async function importTransactionsWithCategories(
     }
   }
 
-  // Re-insert transactions
+  // Create tracking records for import history
+  const sourceResult = await db.execute(
+    `INSERT INTO import_sources (name, description, date_format, delimiter, encoding, column_mapping, skip_lines)
+     VALUES ($1, $2, $3, $4, $5, $6, $7)`,
+    ["Data Import", "Imported from settings", "%Y-%m-%d", ",", "utf-8", "{}", 0]
+  );
+  const sourceId = sourceResult.lastInsertId;
+
+  const txCount = data.transactions?.length ?? 0;
+  const fileResult = await db.execute(
+    `INSERT INTO imported_files (source_id, filename, file_hash, row_count, status)
+     VALUES ($1, $2, $3, $4, $5)`,
+    [sourceId, filename, `data-import-${Date.now()}`, txCount, "completed"]
+  );
+  const fileId = fileResult.lastInsertId;
+
+  // Re-insert transactions linked to the import
   if (data.transactions) {
     for (const tx of data.transactions) {
       await db.execute(
-        `INSERT INTO transactions (date, description, amount, category_id, original_description, notes, is_manually_categorized, is_split, parent_transaction_id)
+        `INSERT INTO transactions (date, description, amount, category_id, original_description, notes, is_manually_categorized, is_split, parent_transaction_id, source_id, file_id)
-         VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9)`,
+         VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10, $11)`,
         [
           tx.date,
           tx.description,
@@ -324,6 +342,8 @@ export async function importTransactionsWithCategories(
           tx.is_manually_categorized,
           tx.is_split,
           tx.parent_transaction_id,
+          sourceId,
+          fileId,
         ]
       );
     }
@@ -331,20 +351,38 @@ export async function importTransactionsWithCategories(
 }
 
 export async function importTransactionsOnly(
-  data: ExportEnvelope["data"]
+  data: ExportEnvelope["data"],
+  filename: string
 ): Promise<void> {
   const db = await getDb();
 
   // Wipe transactions and import history
   await db.execute("DELETE FROM transactions");
   await db.execute("DELETE FROM imported_files");
+  await db.execute("DELETE FROM import_sources");
 
-  // Re-insert transactions
+  // Create tracking records for import history
+  const sourceResult = await db.execute(
+    `INSERT INTO import_sources (name, description, date_format, delimiter, encoding, column_mapping, skip_lines)
+     VALUES ($1, $2, $3, $4, $5, $6, $7)`,
+    ["Data Import", "Imported from settings", "%Y-%m-%d", ",", "utf-8", "{}", 0]
+  );
+  const sourceId = sourceResult.lastInsertId;
+
+  const txCount = data.transactions?.length ?? 0;
+  const fileResult = await db.execute(
+    `INSERT INTO imported_files (source_id, filename, file_hash, row_count, status)
+     VALUES ($1, $2, $3, $4, $5)`,
+    [sourceId, filename, `data-import-${Date.now()}`, txCount, "completed"]
+  );
+  const fileId = fileResult.lastInsertId;
+
+  // Re-insert transactions linked to the import
   if (data.transactions) {
     for (const tx of data.transactions) {
       await db.execute(
-        `INSERT INTO transactions (date, description, amount, category_id, original_description, notes, is_manually_categorized, is_split, parent_transaction_id)
+        `INSERT INTO transactions (date, description, amount, category_id, original_description, notes, is_manually_categorized, is_split, parent_transaction_id, source_id, file_id)
-         VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9)`,
+         VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10, $11)`,
         [
           tx.date,
           tx.description,
@@ -355,6 +393,8 @@ export async function importTransactionsOnly(
           tx.is_manually_categorized,
           tx.is_split,
           tx.parent_transaction_id,
+          sourceId,
+          fileId,
         ]
       );
     }