Spinder Transaction Processing Skill

This skill helps process financial transaction data from CSV files, validate transactions, and prepare them for display and analysis in the Spinder app.

When to Use

Use this skill when you need to:

• Parse CSV files containing transaction data
• Validate and clean transaction records
• Handle different CSV formats from various banks
• Process large volumes of transaction data efficiently
• Implement data transformation or enrichment

CSV Parsing Process

1. Read the CSV file using FileReader API
2. Parse CSV content using a CSV parsing library or custom logic
3. Validate each row against the Transaction schema
4. Transform data to match expected format
5. Handle errors gracefully with user feedback
6. Store processed transactions in local storage

Transaction Validation

Each transaction must include:

• details: Transaction details/description
• postingDate: Date in YYYY-MM-DD format
• description: Human-readable description
• amount: Numeric amount (positive for income, negative for expenses)
• type: Transaction type (debit, credit, etc.)
• balance: Optional account balance
• checkOrSlipNumber: Optional check number

Error Handling

• Use try-catch blocks around parsing operations
• Validate data types and formats
• Provide clear error messages for invalid data
• Allow partial success (valid transactions processed, invalid ones reported)

Performance Considerations

• Process transactions in batches for large files
• Use web workers for heavy processing if needed
• Implement progress indicators for long operations
• Cache processed data to avoid re-processing

Example Processing Flow

async function processCsvFile(file: File): Promise<Transaction[]> {
  const text = await file.text();
  const rows = parseCsv(text);
  
  const transactions: Transaction[] = [];
  const errors: string[] = [];
  
  for (const row of rows) {
    try {
      const transaction = parseTransaction(row);
      transactions.push(transaction);
    } catch (error) {
      errors.push(`Row ${row.index}: ${error.message}`);
    }
  }
  
  if (errors.length > 0) {
    // Report errors to user
    showErrors(errors);
  }
  
  return transactions;
}

Data Storage

• Store transactions in localStorage with versioning
• Use IndexedDB for very large datasets
• Implement data export functionality
• Maintain data integrity across app updates

Related Files

• [Transaction Type](../shared/type.transaction.ts) - Transaction schema definition
• [Transaction Utils](../client/util.transaction.ts) - Existing processing utilities
• [CSV Upload Component](../client/component.csv-upload.ts) - Upload interface