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3 commits

Author SHA1 Message Date
le king fu
7d3a616312 feat(import): warn about the CSV files placed directly in the import folder
scan_import_folder now returns ImportFolderScan { sources, root_files }:
the CSV/TXT files at the root, which no source reads, are named in a
warning on the Import page (above the source list, or under the "no
source" empty state). One action sets sources and root files, RESET keeps
both. Names stay on screen, never in the Journal.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-13 20:59:20 -04:00
le king fu
e4a0f1042e feat(onboarding): create_sample_import_folders command, sample CSV templates and detection test (#354)
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Add a Tauri command that writes two synthetic bank statements (Desjardins
chequing account, Tangerine credit card) into the import folder, one
sub-folder each, so a new user has sources to import on the first run.

The command takes the import folder and the webview's local date only
(chrono is compiled without `clock`), renders the `{{M1}}` / `{{M2}}`
tokens as the two complete months before that date, names each file
`releve-YYYY-MM.csv` after the most recent one, and refuses to run when
the folder is missing or when either sample folder already exists -
checked before anything is written. It returns the two folder names.

The templates live under `src/__fixtures__/samples/` so the Rust command
(`include_str!`) and vitest read the same bytes. The integration test
proves detection recognises each file as its bank with a signed single
amount and reads 40/40 rows, that the production `mapRow` parses every
row and sums to +740.00 / -368.46, and that the 180 seed keywords
categorise exactly 33 / 36 lines while leaving the hand-classified ones
untouched. The frozen detection corpus (`src/__fixtures__/csv`) is not
modified.

Five Rust tests cover the missing folder, the existing folder, the
success path, an unparseable date and the year boundary, each in its own
sandbox so they run in parallel.

CHANGELOG and architecture docs are centralised in #357.

Resolves #354

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
2026-10-03 19:50:41 -04:00
Le-King-Fu
49e0bd2c94 feat: implement CSV import wizard with folder-based source detection
Full import pipeline: Rust backend (6 Tauri commands for folder scanning,
file reading, encoding detection, hashing, folder picker), TypeScript
services (DB, import sources, transactions, auto-categorization, user
preferences), utility parsers (French amounts, multi-format dates),
12 React components forming a 7-step wizard (source list, config,
column mapping, preview, duplicate detection, import, report), and
i18n support (FR/EN, ~60 keys each).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 03:38:46 +00:00