[PR #5852] [CLOSED] Adds multi-select component for import field mappings #64150

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opened 2026-05-11 21:15:57 -05:00 by GiteaMirror · 0 comments
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/5852
Author: @StephenBrown2
Created: 10/4/2025
Status: Closed

Base: masterHead: multi-select-columns


📝 Commits (10+)

  • fca6db0 Adds multi-select component for field mappings
  • 907b854 Add release notes
  • 2d97134 coderabbit suggestion
  • 04db977 ternary
  • 9a36572 Replaces MultiSelect with Autocomplete component
  • d6b8934 Merge branch 'master' into multi-select-columns
  • 8084013 Merge branch 'master' into multi-select-columns
  • 82b1014 Merge branch 'master' into multi-select-columns
  • 7367ea4 Update VRT
  • b3b6a9e Merge branch 'master' into multi-select-columns

📊 Changes

11 files changed (+96 additions, -11 deletions)

View changed files

📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-import-csv-file-twice-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-import-csv-file-twice-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-import-csv-file-twice-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-3-chromium-linux.png (+0 -0)
packages/desktop-client/src/components/autocomplete/FieldAutocomplete.tsx (+58 -0)
📝 packages/desktop-client/src/components/modals/ImportTransactionsModal/FieldMappings.tsx (+12 -7)
📝 packages/desktop-client/src/components/modals/ImportTransactionsModal/ImportTransactionsModal.tsx (+6 -1)
📝 packages/desktop-client/src/components/modals/ImportTransactionsModal/utils.ts (+14 -3)
upcoming-release-notes/5852.md (+6 -0)

📄 Description

It has been requested a couple times in Discord recently, to combine multiple columns upon importing from bank files.

This PR introduces a multi-select component based on the existing Select component to allow users to map multiple columns to a single field during transaction import. The columns are ordered in the order selected in the field, which is also reflected in the display text when multiple are selected and also in the preview transaction list.

Currently only Payee and Notes fields are affected. The column values are merged upon import, joined with a space. This is not yet configurable, though could be perhaps as a future enhancement.


🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.

## 📋 Pull Request Information **Original PR:** https://github.com/actualbudget/actual/pull/5852 **Author:** [@StephenBrown2](https://github.com/StephenBrown2) **Created:** 10/4/2025 **Status:** ❌ Closed **Base:** `master` ← **Head:** `multi-select-columns` --- ### 📝 Commits (10+) - [`fca6db0`](https://github.com/actualbudget/actual/commit/fca6db0480b660ac25fca81b485d0fe53ce88a1f) Adds multi-select component for field mappings - [`907b854`](https://github.com/actualbudget/actual/commit/907b8545b7b06a692b60191797b7e65392279e2e) Add release notes - [`2d97134`](https://github.com/actualbudget/actual/commit/2d9713497027b468799568da29d12f2211a875ed) coderabbit suggestion - [`04db977`](https://github.com/actualbudget/actual/commit/04db97796eef5a7a5b8040788eb7424003ca9f68) ternary - [`9a36572`](https://github.com/actualbudget/actual/commit/9a3657265ac100f6160d1334757c4c61fb8c1fbb) Replaces MultiSelect with Autocomplete component - [`d6b8934`](https://github.com/actualbudget/actual/commit/d6b8934e0a644e42159ea7cc76b826f153691c79) Merge branch 'master' into multi-select-columns - [`8084013`](https://github.com/actualbudget/actual/commit/80840130ab1be918a272c4c177e78b48c7da696b) Merge branch 'master' into multi-select-columns - [`82b1014`](https://github.com/actualbudget/actual/commit/82b10149430fe61268a73fe4f703edeefb917cba) Merge branch 'master' into multi-select-columns - [`7367ea4`](https://github.com/actualbudget/actual/commit/7367ea40b0437f6ff1e0a9068ee55e0b6f024628) Update VRT - [`b3b6a9e`](https://github.com/actualbudget/actual/commit/b3b6a9ecb1666288e8658f4a8667d00bb3d29777) Merge branch 'master' into multi-select-columns ### 📊 Changes **11 files changed** (+96 additions, -11 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-import-csv-file-twice-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-import-csv-file-twice-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-import-csv-file-twice-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-3-chromium-linux.png` (+0 -0) ➕ `packages/desktop-client/src/components/autocomplete/FieldAutocomplete.tsx` (+58 -0) 📝 `packages/desktop-client/src/components/modals/ImportTransactionsModal/FieldMappings.tsx` (+12 -7) 📝 `packages/desktop-client/src/components/modals/ImportTransactionsModal/ImportTransactionsModal.tsx` (+6 -1) 📝 `packages/desktop-client/src/components/modals/ImportTransactionsModal/utils.ts` (+14 -3) ➕ `upcoming-release-notes/5852.md` (+6 -0) </details> ### 📄 Description It has been requested a couple times in Discord recently, to combine multiple columns upon importing from bank files. This PR introduces a multi-select component based on the existing Select component to allow users to map multiple columns to a single field during transaction import. The columns are ordered in the order selected in the field, which is also reflected in the display text when multiple are selected and also in the preview transaction list. Currently only Payee and Notes fields are affected. The column values are merged upon import, joined with a space. This is not yet configurable, though could be perhaps as a future enhancement. --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>
GiteaMirror added the pull-request label 2026-05-11 21:15:57 -05:00
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Reference: github-starred/actual#64150