fix: import bank transactions

2026-02-15 20:30:33 +00:00 · 2025-12-22 22:49:58 +02:00
parent e50fc3b523
commit a9a7cd8617
10 changed files with 86 additions and 9 deletions
--- a/packages/server/src/modules/BankingTransactions/models/UncategorizedBankTransaction.meta.ts
+++ b/packages/server/src/modules/BankingTransactions/models/UncategorizedBankTransaction.meta.ts
@@ -0,0 +1,72 @@
+export const UncategorizedBankTransactionMeta = {
+  defaultFilterField: 'createdAt',
+  defaultSort: {
+    sortOrder: 'DESC',
+    sortField: 'created_at',
+  },
+  importable: true,
+  fields: {
+    date: {
+      name: 'Date',
+      column: 'date',
+      fieldType: 'date',
+    },
+    payee: {
+      name: 'Payee',
+      column: 'payee',
+      fieldType: 'text',
+    },
+    description: {
+      name: 'Description',
+      column: 'description',
+      fieldType: 'text',
+    },
+    referenceNo: {
+      name: 'Reference No.',
+      column: 'reference_no',
+      fieldType: 'text',
+    },
+    amount: {
+      name: 'Amount',
+      column: 'Amount',
+      fieldType: 'numeric',
+      required: true,
+    },
+    account: {
+      name: 'Account',
+      column: 'account_id',
+      fieldType: 'relation',
+      to: { model: 'Account', to: 'id' },
+    },
+    createdAt: {
+      name: 'Created At',
+      column: 'createdAt',
+      fieldType: 'date',
+      importable: false,
+    },
+  },
+  fields2: {
+    date: {
+      name: 'Date',
+      fieldType: 'date',
+      required: true,
+    },
+    payee: {
+      name: 'Payee',
+      fieldType: 'text',
+    },
+    description: {
+      name: 'Description',
+      fieldType: 'text',
+    },
+    referenceNo: {
+      name: 'Reference No.',
+      fieldType: 'text',
+    },
+    amount: {
+      name: 'Amount',
+      fieldType: 'number',
+      required: true,
+    },
+  },
+};