feat: Phase 4 – CSV-Import (Templates, Prüfansicht, Duplikat/Transfer-Erkennung, Undo)

Backend:
- Modelle + Migration 0005: import_templates, import_batches, categorization_rules;
  transactions um import_batch_id + import_hash erweitert.
- services/csv_import: Datei parsen (Trennzeichen, Dezimal-/Datumsformat, Kodierung,
  Header/Skip, Vorzeichen vs. Soll/Haben), Vorschau mit Duplikat-Erkennung (Hash),
  interner-Transfer-Erkennung via IBAN, lernender Auto-Kategorisierung; Buchen mit
  Batch und Undo.
- routers/imports: Templates (CRUD), Roh-Vorschau, Prüf-Vorschau, Buchen, Verlauf,
  Rückgängig. pytest: Parsing, Duplikate, Transfer, Buchen, Undo, Lernen.

Frontend:
- Import-Seite: Konto+Datei, Format/Spaltenzuordnung (mit Roh-Vorschau),
  editierbare Prüfansicht (Kategorie/Typ/Zielkonto, Duplikate markiert),
  Buchen, Import-Verlauf mit Undo; Vorlagen speichern; i18n DE/EN.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
Guido
2026-08-19 20:06:50 +02:00
co-authored by Claude Opus 4.8
parent a31ba0c785
commit 1381967aae
14 changed files with 1366 additions and 2 deletions
+62
View File
@@ -6,9 +6,11 @@ from pydantic import BaseModel, ConfigDict, Field, field_validator
from .models import (
AccountType,
AmountMode,
BudgetTreatment,
CategoryKind,
IdentifierKind,
ImportStatus,
Role,
TxnType,
)
@@ -283,3 +285,63 @@ class PlannedIncomeOut(BaseModel):
target_account_id: int | None
planned_cents: int
position: int
# --- CSV-Import ------------------------------------------------------------
class ImportTemplateCreate(BaseModel):
name: str = Field(min_length=1, max_length=120)
delimiter: str = ";"
decimal_sep: str = ","
date_format: str = "%d.%m.%Y"
encoding: str = "utf-8"
has_header: bool = True
skip_rows: int = 0
amount_mode: AmountMode = AmountMode.signed
column_map: dict[str, int | None] = Field(default_factory=dict)
class ImportTemplateUpdate(BaseModel):
name: str | None = Field(default=None, min_length=1, max_length=120)
delimiter: str | None = None
decimal_sep: str | None = None
date_format: str | None = None
encoding: str | None = None
has_header: bool | None = None
skip_rows: int | None = None
amount_mode: AmountMode | None = None
column_map: dict[str, int | None] | None = None
class ImportTemplateOut(BaseModel):
id: int
name: str
delimiter: str
decimal_sep: str
date_format: str
encoding: str
has_header: bool
skip_rows: int
amount_mode: AmountMode
column_map: dict[str, int | None]
class ImportBatchOut(BaseModel):
model_config = ConfigDict(from_attributes=True)
id: int
account_id: int
template_id: int | None
filename: str
row_count: int
imported_count: int
status: ImportStatus
created_at: datetime
class ImportCommitIn(BaseModel):
account_id: int
template_id: int | None = None
filename: str = ""
rows: list[dict] = Field(default_factory=list)