diff --git a/packages/desktop-client/e2e/data/ynab5-demo-budget.json b/packages/desktop-client/e2e/data/ynab5-demo-budget.json
new file mode 100644
index 0000000000000000000000000000000000000000..2f31164d64cd8fb3569d59f7c75448fb8574be87
--- /dev/null
+++ b/packages/desktop-client/e2e/data/ynab5-demo-budget.json
@@ -0,0 +1,1681 @@
+{
+ "budget": {
+ "id": "d116f49f-0060-4132-91b9-7dfae4c26239",
+ "name": "Test",
+ "last_modified_on": "2023-08-04T22:40:25+00:00",
+ "date_format": {
+ "format": "YYYY-MM-DD"
+ },
+ "currency_format": {
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+ "decimal_digits": 2,
+ "decimal_separator": ".",
+ "symbol_first": true,
+ "group_separator": ",",
+ "currency_symbol": "$",
+ "display_symbol": true
+ },
+ "first_month": "2023-08-01",
+ "last_month": "2023-08-01",
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+ "debt_interest_rates": {},
+ "debt_minimum_payments": {},
+ "debt_escrow_amounts": {},
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+ "debt_interest_rates": {},
+ "debt_minimum_payments": {},
+ "debt_escrow_amounts": {},
+ "deleted": false
+ }
+ ],
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+ "goal_type": "TB",
+ "goal_day": null,
+ "goal_cadence": null,
+ "goal_cadence_frequency": null,
+ "goal_creation_month": null,
+ "goal_target": 0,
+ "goal_target_month": null,
+ "goal_percentage_complete": null,
+ "goal_months_to_budget": null,
+ "goal_under_funded": null,
+ "goal_overall_funded": null,
+ "goal_overall_left": null,
+ "deleted": false
+ },
+ {
+ "id": "a188f2d2-a1ab-4b29-b0f6-8fac9eccfad4",
+ "category_group_id": "0632d11d-c20e-401d-97cf-f4f727b16aea",
+ "name": "Eating Out",
+ "hidden": false,
+ "original_category_group_id": null,
+ "note": null,
+ "budgeted": 0,
+ "activity": 0,
+ "balance": 0,
+ "goal_type": "NEED",
+ "goal_day": 6,
+ "goal_cadence": 2,
+ "goal_cadence_frequency": 1,
+ "goal_creation_month": null,
+ "goal_target": 0,
+ "goal_target_month": null,
+ "goal_percentage_complete": null,
+ "goal_months_to_budget": null,
+ "goal_under_funded": null,
+ "goal_overall_funded": null,
+ "goal_overall_left": null,
+ "deleted": false
+ },
+ {
+ "id": "c22bbf52-7f46-4403-a1be-94a7cfbdb5c3",
+ "category_group_id": "0632d11d-c20e-401d-97cf-f4f727b16aea",
+ "name": "Transportation",
+ "hidden": false,
+ "original_category_group_id": null,
+ "note": null,
+ "budgeted": 0,
+ "activity": 0,
+ "balance": 0,
+ "goal_type": "NEED",
+ "goal_day": 6,
+ "goal_cadence": 2,
+ "goal_cadence_frequency": 1,
+ "goal_creation_month": null,
+ "goal_target": 0,
+ "goal_target_month": null,
+ "goal_percentage_complete": null,
+ "goal_months_to_budget": null,
+ "goal_under_funded": null,
+ "goal_overall_funded": null,
+ "goal_overall_left": null,
+ "deleted": false
+ },
+ {
+ "id": "ca7f02c3-7801-4a5a-a07d-ab90ca1e6360",
+ "category_group_id": "53c9d1fc-dc5b-4021-8255-463fa19065e4",
+ "name": "Electric",
+ "hidden": false,
+ "original_category_group_id": null,
+ "note": null,
+ "budgeted": 0,
+ "activity": 0,
+ "balance": 0,
+ "goal_type": "NEED",
+ "goal_day": 15,
+ "goal_cadence": 1,
+ "goal_cadence_frequency": 1,
+ "goal_creation_month": null,
+ "goal_target": 0,
+ "goal_target_month": null,
+ "goal_percentage_complete": null,
+ "goal_months_to_budget": null,
+ "goal_under_funded": null,
+ "goal_overall_funded": null,
+ "goal_overall_left": null,
+ "deleted": false
+ },
+ {
+ "id": "e2ad2170-166a-4186-ac38-af31006f2c44",
+ "category_group_id": "bbbba6fe-afcd-4c3a-909e-37db448d554f",
+ "name": "Vacation",
+ "hidden": false,
+ "original_category_group_id": null,
+ "note": null,
+ "budgeted": 0,
+ "activity": 0,
+ "balance": 0,
+ "goal_type": "TB",
+ "goal_day": null,
+ "goal_cadence": null,
+ "goal_cadence_frequency": null,
+ "goal_creation_month": null,
+ "goal_target": 0,
+ "goal_target_month": null,
+ "goal_percentage_complete": null,
+ "goal_months_to_budget": null,
+ "goal_under_funded": null,
+ "goal_overall_funded": null,
+ "goal_overall_left": null,
+ "deleted": false
+ },
+ {
+ "id": "e7e1bfdb-9104-4c2f-a479-79058bef9b3a",
+ "category_group_id": "d5c355c2-3b77-4a7f-b8b3-c832b10cfec9",
+ "name": "Uncategorized",
+ "hidden": false,
+ "original_category_group_id": null,
+ "note": null,
+ "budgeted": 0,
+ "activity": 0,
+ "balance": 0,
+ "goal_type": null,
+ "goal_day": null,
+ "goal_cadence": null,
+ "goal_cadence_frequency": null,
+ "goal_creation_month": null,
+ "goal_target": 0,
+ "goal_target_month": null,
+ "goal_percentage_complete": null,
+ "goal_months_to_budget": null,
+ "goal_under_funded": null,
+ "goal_overall_funded": null,
+ "goal_overall_left": null,
+ "deleted": false
+ },
+ {
+ "id": "e986134b-400d-4a03-8805-3cfbbad1e04e",
+ "category_group_id": "857f9218-ddaa-495e-814d-0d72291a1d89",
+ "name": "Home Maintenance",
+ "hidden": false,
+ "original_category_group_id": null,
+ "note": null,
+ "budgeted": 0,
+ "activity": 0,
+ "balance": 0,
+ "goal_type": "TB",
+ "goal_day": null,
+ "goal_cadence": null,
+ "goal_cadence_frequency": null,
+ "goal_creation_month": null,
+ "goal_target": 0,
+ "goal_target_month": null,
+ "goal_percentage_complete": null,
+ "goal_months_to_budget": null,
+ "goal_under_funded": null,
+ "goal_overall_funded": null,
+ "goal_overall_left": null,
+ "deleted": false
+ },
+ {
+ "id": "e9e7c589-9e38-461e-bdda-252bf85f3bc7",
+ "category_group_id": "53c9d1fc-dc5b-4021-8255-463fa19065e4",
+ "name": "Cellphone",
+ "hidden": false,
+ "original_category_group_id": null,
+ "note": null,
+ "budgeted": 0,
+ "activity": 0,
+ "balance": 0,
+ "goal_type": "NEED",
+ "goal_day": 22,
+ "goal_cadence": 1,
+ "goal_cadence_frequency": 1,
+ "goal_creation_month": null,
+ "goal_target": 0,
+ "goal_target_month": null,
+ "goal_percentage_complete": null,
+ "goal_months_to_budget": null,
+ "goal_under_funded": null,
+ "goal_overall_funded": null,
+ "goal_overall_left": null,
+ "deleted": false
+ },
+ {
+ "id": "ef9a2031-8e19-47fe-97da-80d81a8f2499",
+ "category_group_id": "53c9d1fc-dc5b-4021-8255-463fa19065e4",
+ "name": "Internet",
+ "hidden": false,
+ "original_category_group_id": null,
+ "note": null,
+ "budgeted": 0,
+ "activity": 0,
+ "balance": 0,
+ "goal_type": "NEED",
+ "goal_day": 22,
+ "goal_cadence": 1,
+ "goal_cadence_frequency": 1,
+ "goal_creation_month": null,
+ "goal_target": 0,
+ "goal_target_month": null,
+ "goal_percentage_complete": null,
+ "goal_months_to_budget": null,
+ "goal_under_funded": null,
+ "goal_overall_funded": null,
+ "goal_overall_left": null,
+ "deleted": false
+ },
+ {
+ "id": "225be370-37da-4cf8-8b6b-4c6d61a0dd95",
+ "category_group_id": "0632d11d-c20e-401d-97cf-f4f727b16aea",
+ "name": "Groceries",
+ "hidden": false,
+ "original_category_group_id": null,
+ "note": null,
+ "budgeted": 100000,
+ "activity": -100000,
+ "balance": 0,
+ "goal_type": "NEED",
+ "goal_day": 6,
+ "goal_cadence": 2,
+ "goal_cadence_frequency": 1,
+ "goal_creation_month": null,
+ "goal_target": 0,
+ "goal_target_month": null,
+ "goal_percentage_complete": null,
+ "goal_months_to_budget": null,
+ "goal_under_funded": null,
+ "goal_overall_funded": null,
+ "goal_overall_left": null,
+ "deleted": false
+ }
+ ]
+ }
+ ],
+ "transactions": [
+ {
+ "id": "357b5aea-60c2-49d4-bbd6-1bcd1c84f975",
+ "date": "2023-08-04",
+ "amount": -200000,
+ "memo": "sending to savings",
+ "cleared": "cleared",
+ "approved": true,
+ "flag_color": null,
+ "account_id": "bc1d862f-bab0-41c3-bd1e-6cee8c688e32",
+ "payee_id": "8d3017e0-2aa6-4fe2-b011-c53c9f147eb6",
+ "category_id": null,
+ "transfer_account_id": "125f339b-2a63-481e-84c0-f04d898905d2",
+ "transfer_transaction_id": "85991e35-bad1-4aad-9efb-bfc7fd177701",
+ "matched_transaction_id": null,
+ "import_id": null,
+ "import_payee_name": null,
+ "import_payee_name_original": null,
+ "debt_transaction_type": null,
+ "deleted": false
+ },
+ {
+ "id": "a86c1bbd-cb62-4c3c-b14e-492a25e8d171",
+ "date": "2023-08-04",
+ "amount": -100000,
+ "memo": null,
+ "cleared": "cleared",
+ "approved": true,
+ "flag_color": null,
+ "account_id": "bc1d862f-bab0-41c3-bd1e-6cee8c688e32",
+ "payee_id": "2a20470a-634f-4efa-a7f6-f1c0b0bdda41",
+ "category_id": "225be370-37da-4cf8-8b6b-4c6d61a0dd95",
+ "transfer_account_id": null,
+ "transfer_transaction_id": null,
+ "matched_transaction_id": null,
+ "import_id": null,
+ "import_payee_name": null,
+ "import_payee_name_original": null,
+ "debt_transaction_type": null,
+ "deleted": false
+ },
+ {
+ "id": "b691fc2b-cf7f-41b3-9db9-bd36d21d20a9",
+ "date": "2023-08-04",
+ "amount": 0,
+ "memo": "getting paid",
+ "cleared": "cleared",
+ "approved": true,
+ "flag_color": null,
+ "account_id": "bc1d862f-bab0-41c3-bd1e-6cee8c688e32",
+ "payee_id": "c843e030-5a77-4dc5-9b93-f8acc64b74f8",
+ "category_id": "36120d44-6c61-4402-985a-891a8d267858",
+ "transfer_account_id": null,
+ "transfer_transaction_id": null,
+ "matched_transaction_id": null,
+ "import_id": null,
+ "import_payee_name": null,
+ "import_payee_name_original": null,
+ "debt_transaction_type": null,
+ "deleted": false
+ },
+ {
+ "id": "1000662e-28de-409c-ba65-cc8263395dcc",
+ "date": "2023-08-04",
+ "amount": 0,
+ "memo": null,
+ "cleared": "cleared",
+ "approved": true,
+ "flag_color": null,
+ "account_id": "125f339b-2a63-481e-84c0-f04d898905d2",
+ "payee_id": "c843e030-5a77-4dc5-9b93-f8acc64b74f8",
+ "category_id": "36120d44-6c61-4402-985a-891a8d267858",
+ "transfer_account_id": null,
+ "transfer_transaction_id": null,
+ "matched_transaction_id": null,
+ "import_id": null,
+ "import_payee_name": null,
+ "import_payee_name_original": null,
+ "debt_transaction_type": null,
+ "deleted": false
+ },
+ {
+ "id": "85991e35-bad1-4aad-9efb-bfc7fd177701",
+ "date": "2023-08-04",
+ "amount": 200000,
+ "memo": "sending to savings",
+ "cleared": "uncleared",
+ "approved": true,
+ "flag_color": null,
+ "account_id": "125f339b-2a63-481e-84c0-f04d898905d2",
+ "payee_id": "9105e6a6-966b-4d31-818b-062365a839b6",
+ "category_id": null,
+ "transfer_account_id": "bc1d862f-bab0-41c3-bd1e-6cee8c688e32",
+ "transfer_transaction_id": "357b5aea-60c2-49d4-bbd6-1bcd1c84f975",
+ "matched_transaction_id": null,
+ "import_id": null,
+ "import_payee_name": null,
+ "import_payee_name_original": null,
+ "debt_transaction_type": null,
+ "deleted": false
+ },
+ {
+ "id": "4156137c-694d-4c35-b523-597a6ef82199",
+ "date": "2023-08-04",
+ "amount": 1000000,
+ "memo": "",
+ "cleared": "cleared",
+ "approved": true,
+ "flag_color": null,
+ "account_id": "bc1d862f-bab0-41c3-bd1e-6cee8c688e32",
+ "payee_id": "9d3af671-9c88-4d95-b12b-600e1375df85",
+ "category_id": "36120d44-6c61-4402-985a-891a8d267858",
+ "transfer_account_id": null,
+ "transfer_transaction_id": null,
+ "matched_transaction_id": null,
+ "import_id": null,
+ "import_payee_name": null,
+ "import_payee_name_original": null,
+ "debt_transaction_type": null,
+ "deleted": false
+ }
+ ],
+ "subtransactions": [],
+ "scheduled_transactions": [],
+ "scheduled_subtransactions": []
+ },
+ "server_knowledge": 58
+}
diff --git a/packages/desktop-client/e2e/onboarding.test.js b/packages/desktop-client/e2e/onboarding.test.js
index 92c6b0846909b638a3b040077cd784eb3c3ae8bc..db512c42fff98113e3040cf621c737bbbfcfff18 100644
--- a/packages/desktop-client/e2e/onboarding.test.js
+++ b/packages/desktop-client/e2e/onboarding.test.js
@@ -41,8 +41,21 @@ test.describe('Onboarding', () => {
await expect(accountPage.accountBalance).toHaveText('2,607.00');
});
- // TODO: implement this test once we have an example nYNAB file
- // test('creates a new budget file by importing nYNAB budget');
+ test('creates a new budget file by importing nYNAB budget', async () => {
+ await configurationPage.clickOnNoServer();
+ const budgetPage = await configurationPage.importBudget(
+ 'nYNAB',
+ path.resolve(__dirname, 'data/ynab5-demo-budget.json'),
+ );
+
+ await expect(budgetPage.budgetTable).toBeVisible({ timeout: 30000 });
+
+ const accountPage = await navigation.goToAccountPage('Checking');
+ await expect(accountPage.accountBalance).toHaveText('700.00');
+
+ await navigation.goToAccountPage('Saving');
+ await expect(accountPage.accountBalance).toHaveText('200.00');
+ });
test('creates a new budget file by importing Actual budget', async () => {
await configurationPage.clickOnNoServer();
diff --git a/packages/desktop-client/src/components/manager/ImportActual.js b/packages/desktop-client/src/components/manager/ImportActual.tsx
similarity index 90%
rename from packages/desktop-client/src/components/manager/ImportActual.js
rename to packages/desktop-client/src/components/manager/ImportActual.tsx
index e9720afde1d9148d1b85d9424222bf09bc1a3a99..153b938e393ca400e55e4385922593d4660ba0f5 100644
--- a/packages/desktop-client/src/components/manager/ImportActual.js
+++ b/packages/desktop-client/src/components/manager/ImportActual.tsx
@@ -6,11 +6,11 @@ import { importBudget } from 'loot-core/src/client/actions/budgets';
import { styles, colors } from '../../style';
import Block from '../common/Block';
import { ButtonWithLoading } from '../common/Button';
-import Modal from '../common/Modal';
+import Modal, { type ModalProps } from '../common/Modal';
import Paragraph from '../common/Paragraph';
import View from '../common/View';
-function getErrorMessage(error) {
+function getErrorMessage(error: string): string {
switch (error) {
case 'parse-error':
return 'Unable to parse file. Please select a JSON file exported from nYNAB.';
@@ -27,9 +27,13 @@ function getErrorMessage(error) {
}
}
-function Import({ modalProps }) {
+type ImportProps = {
+ modalProps?: ModalProps;
+};
+
+function Import({ modalProps }: ImportProps) {
const dispatch = useDispatch();
- const [error, setError] = useState(false);
+ const [error, setError] = useState<string | null>(null);
const [importing, setImporting] = useState(false);
async function onImport() {
@@ -39,7 +43,7 @@ function Import({ modalProps }) {
});
if (res) {
setImporting(true);
- setError(false);
+ setError(null);
try {
await dispatch(importBudget(res[0], 'actual'));
} catch (err) {
diff --git a/packages/desktop-client/src/components/manager/ImportYNAB4.js b/packages/desktop-client/src/components/manager/ImportYNAB4.tsx
similarity index 89%
rename from packages/desktop-client/src/components/manager/ImportYNAB4.js
rename to packages/desktop-client/src/components/manager/ImportYNAB4.tsx
index ddde7e37bccecdfdbb9006ed60872b6b00de1b25..7ad1a64a9a88e1bc615f0e9898cddbd8920e1d7e 100644
--- a/packages/desktop-client/src/components/manager/ImportYNAB4.js
+++ b/packages/desktop-client/src/components/manager/ImportYNAB4.tsx
@@ -6,11 +6,11 @@ import { importBudget } from 'loot-core/src/client/actions/budgets';
import { styles, colors } from '../../style';
import Block from '../common/Block';
import { ButtonWithLoading } from '../common/Button';
-import Modal from '../common/Modal';
+import Modal, { type ModalProps } from '../common/Modal';
import Paragraph from '../common/Paragraph';
import View from '../common/View';
-function getErrorMessage(error) {
+function getErrorMessage(error: string): string {
switch (error) {
case 'not-ynab4':
return 'This file is not valid. Please select a compressed ynab4 zip file.';
@@ -19,9 +19,13 @@ function getErrorMessage(error) {
}
}
-function Import({ modalProps }) {
+type ImportProps = {
+ modalProps?: ModalProps;
+};
+
+function Import({ modalProps }: ImportProps) {
const dispatch = useDispatch();
- const [error, setError] = useState(false);
+ const [error, setError] = useState<string | null>(null);
const [importing, setImporting] = useState(false);
async function onImport() {
@@ -31,7 +35,7 @@ function Import({ modalProps }) {
});
if (res) {
setImporting(true);
- setError(false);
+ setError(null);
try {
await dispatch(importBudget(res[0], 'ynab4'));
} catch (err) {
diff --git a/packages/desktop-client/src/components/manager/ImportYNAB5.js b/packages/desktop-client/src/components/manager/ImportYNAB5.tsx
similarity index 90%
rename from packages/desktop-client/src/components/manager/ImportYNAB5.js
rename to packages/desktop-client/src/components/manager/ImportYNAB5.tsx
index b302574027642dcc98b287de578bad0c1a98d900..a7b5ddadf9715206ee99a208f1d076df0b5da8be 100644
--- a/packages/desktop-client/src/components/manager/ImportYNAB5.js
+++ b/packages/desktop-client/src/components/manager/ImportYNAB5.tsx
@@ -7,11 +7,11 @@ import { styles, colors } from '../../style';
import Block from '../common/Block';
import { ButtonWithLoading } from '../common/Button';
import ExternalLink from '../common/ExternalLink';
-import Modal from '../common/Modal';
+import Modal, { type ModalProps } from '../common/Modal';
import Paragraph from '../common/Paragraph';
import View from '../common/View';
-function getErrorMessage(error) {
+function getErrorMessage(error: string): string {
switch (error) {
case 'parse-error':
return 'Unable to parse file. Please select a JSON file exported from nYNAB.';
@@ -22,9 +22,13 @@ function getErrorMessage(error) {
}
}
-function Import({ modalProps }) {
+type ImportProps = {
+ modalProps?: ModalProps;
+};
+
+function Import({ modalProps }: ImportProps) {
const dispatch = useDispatch();
- const [error, setError] = useState(false);
+ const [error, setError] = useState<string | null>(null);
const [importing, setImporting] = useState(false);
async function onImport() {
@@ -34,7 +38,7 @@ function Import({ modalProps }) {
});
if (res) {
setImporting(true);
- setError(false);
+ setError(null);
try {
await dispatch(importBudget(res[0], 'ynab5'));
} catch (err) {
diff --git a/packages/desktop-client/src/global-events.js b/packages/desktop-client/src/global-events.js
index 64a08d7929c586bb883019082dc46ffede5d6bd8..b6e533b01dd2920ef48c29dd7d297e8fe0d6c75b 100644
--- a/packages/desktop-client/src/global-events.js
+++ b/packages/desktop-client/src/global-events.js
@@ -147,7 +147,6 @@ export function handleGlobalEvents(actions, store) {
listen('start-import', () => {
actions.closeBudgetUI();
- actions.setAppState({ loadingText: 'Importing...' });
});
listen('finish-import', () => {
diff --git a/packages/loot-core/src/server/importers/ynab5-types.d.ts b/packages/loot-core/src/server/importers/ynab5-types.d.ts
index 6b1a59f0251ef1e97818a2836e210cecbb849b70..2b363248bbbbc331e02d11149093bd949d42542e 100644
--- a/packages/loot-core/src/server/importers/ynab5-types.d.ts
+++ b/packages/loot-core/src/server/importers/ynab5-types.d.ts
@@ -2,7 +2,8 @@
export namespace YNAB5 {
export interface Budget {
- budget_name: string;
+ name?: string;
+ budget_name?: string;
accounts: Account[];
payees: Payee[];
category_groups: CategoryGroup[];
diff --git a/packages/loot-core/src/server/importers/ynab5.ts b/packages/loot-core/src/server/importers/ynab5.ts
index eddee853d01abd9787110ab14d9813c36a718bbd..b5ad715583c6aeb8067830fe14d3529f9f74278e 100644
--- a/packages/loot-core/src/server/importers/ynab5.ts
+++ b/packages/loot-core/src/server/importers/ynab5.ts
@@ -294,10 +294,13 @@ export function parseFile(buffer: Buffer): YNAB5.Budget {
if (data.data) {
data = data.data;
}
+ if (data.budget) {
+ data = data.budget;
+ }
return data;
}
export function getBudgetName(_filepath: string, data: YNAB5.Budget) {
- return data.budget_name;
+ return data.budget_name || data.name;
}
diff --git a/packages/loot-core/src/server/main.ts b/packages/loot-core/src/server/main.ts
index 83e8e6f961894dbab258ef99f4b19683f1552878..e15d87f4ccce808e73a6d11b5629339864e772b1 100644
--- a/packages/loot-core/src/server/main.ts
+++ b/packages/loot-core/src/server/main.ts
@@ -2053,14 +2053,13 @@ handlers['import-budget'] = async function ({ filepath, type }) {
}
let buffer = Buffer.from(await fs.readFile(filepath, 'binary'));
- await handleBudgetImport(type, filepath, buffer);
+ let results = await handleBudgetImport(type, filepath, buffer);
+ return results || {};
} catch (err) {
err.message = 'Error importing budget: ' + err.message;
captureException(err);
return { error: 'internal-error' };
}
-
- return {};
};
handlers['export-budget'] = async function () {
diff --git a/upcoming-release-notes/1462.md b/upcoming-release-notes/1462.md
new file mode 100644
index 0000000000000000000000000000000000000000..038c762b0d2fff8fdb9b153efccb948ff4aefe5b
--- /dev/null
+++ b/upcoming-release-notes/1462.md
@@ -0,0 +1,6 @@
+---
+category: Bugfix
+authors: [MatissJanis]
+---
+
+Fix import from nYNAB and error-handling of other importers