Commit Graph

10 Commits

Author SHA1 Message Date
ghost
6ea931f3fe feat(imports): add YNAB CSV import (#2361)
Adds YnabImport (mirroring ActualImport) for YNAB "Export budget" register CSVs:

- Amount — combines the split Outflow/Inflow columns into a single signed amount
  (inflow - |outflow|), stripping currency symbols and thousands separators. A
  single signed Amount column takes precedence when present.
- Category — resolves across export shapes: the combined "Category Group/Category"
  column, the split "Category Group" + "Category", or legacy YNAB 4
  "Master Category" + "Sub Category".
- Names — falls back from a blank Payee to the Memo, then the default row name.
- Validation — requires at least one amount source (Outflow/Inflow or Amount); a
  file exposing none leaves rows un-clean instead of importing zero-dollar entries.

Enables the previously-disabled YNAB option on the imports screen (using the YNAB
logo, like Mint) with its configuration partial, and removes the now-dead
imports.new.coming_soon locale key. Documents the type in the API import-type
enums (rswag request spec + swagger_helper + generated openapi.yaml).

Closes #1255.
2026-06-16 08:32:17 +02:00
ghost
cb660ebf65 refactor(imports): focus Sure preflight scope (#1833) 2026-06-03 00:37:21 +02:00
ghost
655895341d feat(imports): verify Sure NDJSON import readback (#1869)
* feat(imports): verify Sure NDJSON readback

* fix(imports): tighten Sure readback verification

* fix(imports): polish Sure verification review nits
2026-05-20 21:35:22 +02:00
Sure Admin (bot)
4fd460d551 Add Actual Budget CSV import flow (#1830)
* Add Actual Budget CSV import flow

* Address Actual import review feedback
2026-05-18 18:38:53 +02:00
ghost
1fedc43f68 feat(api): add import preflight validation (#1755)
* feat(api): add import preflight validation

* fix(api): harden import preflight validation
2026-05-12 00:00:49 +02:00
ghost
1ec8bd90b7 feat(api): expose import row diagnostics (#1644)
* feat(api): expose import row diagnostics

* fix(api): stabilize import row diagnostics

* fix(api): harden import row diagnostics

* fix(api): number Mint import diagnostics rows

* fix(api): enforce unique import row diagnostics

* fix(api): address import row diagnostics review
2026-05-05 01:12:48 +02:00
ghost
da42423475 feat(api): accept Sure NDJSON imports (#1601)
* feat(api): accept Sure NDJSON imports

* fix(api): preserve uploaded Sure imports on publish errors

* fix(api): reset preserved Sure imports after enqueue failure

* fix(api): tighten Sure import upload handling

* test(api): align import API key fixtures

* docs(api): document import publish failure IDs
2026-05-01 22:56:18 +02:00
Pere Montpeó
9f5fdd4d13 feat: add valuations API endpoints for managing account reconciliations (#745)
* feat: add valuations API endpoints for managing account reconciliations

* refactor: formatting

* fix: make account extraction clearer

* feat: validation and error handling improvements

* feat: transaction

* feat: error handling

* Add API documentation LLM context

* Make it easier for people

* feat: transaction in creation

* feat: add OpenAPI spec for Valuations API

* fix: update notes validation to check for key presence

* Prevent double render

* All other docs use `apiKeyAuth`

* More `apiKeyAuth`

* Remove testing assertions from API doc specs

* fix: correct valuation entry references

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-01-30 18:54:15 +01:00
soky srm
ae61df4978 FIX OpenAPI auth specs (#722)
* FIX auth specs

* FIX header params are not required with auth spec

* Add missing endpoints
2026-01-21 11:10:03 +01:00
soky srm
877abcf4ce Add missing swagger for https://github.com/we-promise/sure/pull/501 (#707) 2026-01-19 19:29:34 +01:00