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Details

feat: add Budget and Adjustments pages with full functionality

Budget: monthly data grid with inline-editable planned amounts per
category, actuals from transactions, difference coloring, month
navigation, and save/apply/delete budget templates.

Adjustments: split-panel CRUD for manual adjustment entries.

Both features include FR/EN translations and follow existing
service/hook/component patterns.

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

2026-02-12 00:58:43 +00:00

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Task: Fix 3 Desjardins CSV Import Bugs

Root Cause Analysis

Bug 1: No-header columns show "0: Col 0" for every column

Root cause: loadHeadersWithConfig doesn't call preprocessQuotedCSV() before parsing. For Desjardins-style quoted CSVs, PapaParse sees each line as a single column. So firstDataRow has only 1 element → generates only ["Col 0"].

Bug 2: Going back from preview loses column mapping

Root cause: parsePreview only populates headers when hasHeader: true. When hasHeader: false, it leaves headers = [], overwriting previewHeaders. On source-config, {headers.length > 0 && <ColumnMappingEditor />} renders nothing.

Bug 3: Auto-detect amount picks account number column

Root cause: Constant numeric columns (account number, transit number) pass the "≥50% numeric" check. If the debit/credit columns have 0 instead of empty, isSparseComplementary fails. Falls back to first numeric candidate = account number.

Plan

Bug 1: Add preprocessQuotedCSV() in loadHeadersWithConfig before PapaParse
Bug 2: In parsePreview, generate synthetic headers when hasHeader: false
Bug 3a: Exclude constant-value numeric columns from amount candidates
Bug 3b: Treat 0 values as empty in isSparseComplementary
Build verification
Update lessons.md

Progress Notes

Bug 1: Added preprocessQuotedCSV(preview) call in loadHeadersWithConfig (useImportWizard.ts:341)
Bug 2: Added else-if branch in parsePreview to generate Col N headers when hasHeader is false (useImportWizard.ts:450-453)
Bug 3a: Added distinctValues tracking in detectNumericColumns, skip columns with ≤1 distinct value and >2 rows (csvAutoDetect.ts:227-236)
Bug 3b: Changed isSparseComplementary to parse values and treat 0 as empty (csvAutoDetect.ts:452-455)

Review

Build passes. 2 files changed: useImportWizard.ts, csvAutoDetect.ts. All fixes are minimal and targeted.

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