xhergz / my-jh-ca Goto Github PK

• On the transaction form, add a text button to go into split mode
  • This will change the form into the Split Bill form
  • It will start with 1 horizontal row (similar to CSV import) and a total under it
  • You can add more rows and the debit/credit sum will reflect the total
  • Saving the transactions will result in multiple transactions (all must be valid)

• Add a new subcategory to "Unknown" called Needs Review
• Add filters to the transaction table to filter by category/subcategory

• Clear all info after submitting (#4)
• Submit with enter (#4)
• Add missing receipt transactions (#5)
  • Add as unknow + review
  • Separate table
• Import from CSV
  • Import + manual first (inline form) (#8)
  • Save descriptions for auto assignment (#9)
• Bill splitting (#10)
• Edit transactions (#6)
• Order recent transactions on input by entry date + transaction timestamp (#7)
  • Show by entry date and transaction date (useful to see where you left off)

Step one of a larger project to streamline the input process.

• Add an import button beside "New"
• Screen should have a file button that allows you to select .csv files
• Should parse the csv and display each entry in rows
  • For now, the row will display the info right from the file and basic defaults
  • Location (file), category (default), subcategory (default), debit (empty), credit (empty), date (file)
  • Row should expand to show description under
• Finish button should add all transactions to the DB
  • Each row should be validated and highlighted if there are errors
  • Has location, has one debit or credit
  • Finish button is disabled until all rows are valid

As a user, I want a streamlined process for submitting transactions.

Acceptance Criteria:

• Ability to submit the transaction using "Enter"
• Clear all text boxes after submitting (description, debit, credit, location)
• Move the cursor back to Location (if possible)

• Add a page to access transactions by ID
• Be able to see all info about the transaction in the same form as /new
• Button to save transaction

• Add a new table that saves a string to match a subcategory to
• These are at an org level
• Update the CSV import to pull these matches down during the import process and use them to automatically set the category/subcategory
  • If the location string includes the saved string, use it

• Under the new transaction form, there is a list of recent transactions
  • It would be more helpful to order these by Entry_Date rather than Transaction_Date so you can see the last one you input