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manuelalferez / flowinance

An ultra-fast financial management app with automatic transaction categorization.
https://flowinance.com
GNU General Public License v3.0
25 stars 33 forks source link

Add support for categories while upload csv #123

Open vizzv opened 1 month ago

vizzv commented 1 month ago

Pull Request Template

What

Add support for categories while upload csv. #73

How

If Category is empty or not in our all categories list that row highlighted with red. User can edit all categories from dropdown.

Additional Notes

@manuelalferez Please review and give provide me any suggestions or adjustments.

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manuelalferez commented 1 month ago

@vizzv I think there has been a misunderstanding with the task https://github.com/manuelalferez/flowinance/issues/73. As it appears in the issue description, you should have added a button, “Import all transaction” in the Settings section, in the same way you did with the export. The user should upload the .csv file that was previously downloaded, for example. The import differs from the export in that you would have to check that the rows and columns are the correct ones. Hence I said that you might have to do a similar approach to the /upload page. I'm very sorry, perhaps I should have specified it better.

Maybe you can reuse some of the code you have already edited and adapt it?

vizzv commented 1 month ago

@manuelalferez Sorry for My oversight. It is clearly mentioned where I need to change. No worries I started working on it.