The feature should allow read XLS file and map them to the their own placeholder

Oct 13, 2025 by wbrum.org 39 views

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🚀 Feature Request

Description

This feature allows users to read spreadsheet files (XLS) uploaded by Money Manager, enabling seamless integration and analysis of financial data. The primary goal is to provide a user-friendly interface for reading and mapping XLS files to their corresponding placeholders, enhancing the overall user experience.

🎯 Goals & Benefits

Why is this feature needed?

The ability to read XLS files is crucial for Money Manager users who rely on spreadsheet data for financial analysis and decision-making. Currently, users must manually import and process XLS files, which can be time-consuming and prone to errors. By integrating XLS file reading capabilities, we can streamline the process, reduce manual effort, and improve data accuracy.

How does it improve the system?

This feature will enable users to:

Easily import and read XLS files, eliminating the need for manual processing
Map XLS data to their corresponding placeholders, ensuring accurate and consistent data representation
Analyze and visualize financial data more efficiently, leading to better decision-making

Identify dependencies or prerequisites

To implement this feature, we will need to:

Integrate with Azure Blob Storage to access and read XLS files
Develop a robust API to handle XLS file processing and mapping
Update the database schema to accommodate XLS file metadata and mapping information

🛠️ Proposed Solution

1. API Changes

We will define new endpoints to handle XLS file reading and mapping, including:

GET /xls/{fileId}: Retrieves an XLS file from Azure Blob Storage
POST /xls/map: Maps XLS data to their corresponding placeholders

2. Database Updates

We will update the database schema to include:

xls_files table: Stores XLS file metadata, including file ID, name, and storage location
xls_mappings table: Stores XLS data mapping information, including placeholder IDs and corresponding XLS data

3. Logic & Processing

The feature will work as follows:

Users upload an XLS file to Azure Blob Storage
The API retrieves the XLS file from Blob Storage using the GET /xls/{fileId} endpoint
The API processes the XLS file and maps the data to their corresponding placeholders using the POST /xls/map endpoint
The mapped data is stored in the xls_mappings table

✅ Acceptance Criteria

The feature should allow read XLS file and map them to the their own placeholder

The API should be able to retrieve an XLS file from Azure Blob Storage
The API should be able to process the XLS file and map the data to their corresponding placeholders
The mapped data should be stored in the xls_mappings table

The app should working in specific time window

The feature should be able to handle XLS file reading and mapping within a specific time window (e.g., 1 hour)
The API should be able to process XLS files and map the data within the specified time window

📂 Related Issues/PRs

#123: Implement XLS file reading and mapping feature
#456: Update database schema to accommodate XLS file metadata and mapping information

Is your feature request related to a problem? Please describe.

Yes, the current process of manually importing and processing XLS files is time-consuming and prone to errors. By integrating XLS file reading capabilities, we can streamline the process, reduce manual effort, and improve data accuracy.

Describe the solution you'd like

We want to provide a user-friendly interface for reading and mapping XLS files to their corresponding placeholders, enabling seamless integration and analysis of financial data.

Describe alternatives you've considered

We have considered the following alternatives:

Using a third-party library to read XLS files, which may introduce additional dependencies and complexity
Developing a custom XLS file reader, which may require significant development effort and resources
Using a different file format, such as CSV or JSON, which may not be compatible with all users' systems

Additional context

We have attached a screenshot of the current XLS file import process, which highlights the need for a more streamlined and user-friendly interface.

[Insert screenshot]

By implementing this feature, we can improve the overall user experience, reduce manual effort, and enhance data accuracy. We believe that this feature is essential for Money Manager users who rely on spreadsheet data for financial analysis and decision-making.

🤔 Frequently Asked Questions

Q: What is the purpose of this feature?

A: The purpose of this feature is to enable users to read spreadsheet files (XLS) uploaded by Money Manager, allowing for seamless integration and analysis of financial data.

Q: Why is this feature necessary?

A: This feature is necessary because the current process of manually importing and processing XLS files is time-consuming and prone to errors. By integrating XLS file reading capabilities, we can streamline the process, reduce manual effort, and improve data accuracy.

Q: How will this feature improve the user experience?

A: This feature will improve the user experience by providing a user-friendly interface for reading and mapping XLS files to their corresponding placeholders, enabling seamless integration and analysis of financial data.

Q: What are the benefits of this feature?

A: The benefits of this feature include:

Improved data accuracy
Reduced manual effort
Enhanced user experience
Seamless integration and analysis of financial data

Q: How will this feature be implemented?

A: This feature will be implemented by integrating with Azure Blob Storage to access and read XLS files, developing a robust API to handle XLS file processing and mapping, and updating the database schema to accommodate XLS file metadata and mapping information.

Q: What are the technical requirements for this feature?

A: The technical requirements for this feature include:

Integration with Azure Blob Storage
Development of a robust API
Update of the database schema
Testing and validation of the feature

Q: What are the potential risks and challenges associated with this feature?

A: The potential risks and challenges associated with this feature include:

Integration with Azure Blob Storage may require additional dependencies and complexity
Development of a robust API may require significant development effort and resources
Update of the database schema may require additional testing and validation
Potential security risks associated with accessing and processing XLS files

Q: How will this feature be tested and validated?

A: This feature will be tested and validated through a combination of unit testing, integration testing, and user acceptance testing (UAT).

Q: What is the expected timeline for implementing this feature?

A: The expected timeline for implementing this feature is [insert timeline].

Q: Who will be responsible for implementing this feature?

A: The development team will be responsible for implementing this feature.

Q: What is the expected outcome of this feature?

A: The expected outcome of this feature is to provide a user-friendly interface for reading and mapping XLS files to their corresponding placeholders, enabling seamless integration and analysis of financial data.

📝 Additional Resources

[Insert link to documentation or resources]
[Insert link to related issues or PRs]

🤝 Get Involved

If you have any questions or would like to get involved in the development of this feature, please don't hesitate to reach out to the development team. We welcome your feedback and contributions!