import

CSV and OFX transaction import parsing. Use when working on files in src/lib/import/.

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Install this agent skill to your Project

npx add-skill https://github.com/majiayu000/claude-skill-registry/tree/main/skills/data/import

SKILL.md

Import Guidelines

Flow

File Drop → Parse (CSV/OFX) → Column Mapping → Formatting → Preview → Import

Money Handling

All amounts stored as integers in minor units:

typescript

import { toMinorUnitsForCurrency } from "@/lib/domain/currency";

toMinorUnitsForCurrency(12.34, "USD"); // 1234 (cents)
toMinorUnitsForCurrency(1234, "JPY");  // 1234 (0 decimals)
toMinorUnitsForCurrency(1.234, "KWD"); // 1234 (3 decimals)

Currency resolution order: OFX CURDEF → Account → User default → Vault default → USD

CSV Parser

Auto-detects: separator, headers, date/number formats.

Duplicate Detection

Uses Levenshtein distance: date window ±3 days, amount tolerance 1 cent, description 80% similarity.

Critical Rules

Never trust user input - validate all parsed data
Handle encoding: UTF-8, Latin-1, Windows-1252
Preserve originalRow for debugging
Handle negative formats like (123.45)
Return structured errors, don't throw

Testing

Test with real bank exports covering different date formats (US/EU/ISO), number formats, edge cases, large files.