refactor(import): event-driven CSV validation + improved warning messages

.prettierignore

@@ -1,3 +1,6 @@
+# Claude worktrees
+.claude/
+
 # Build outputs
 dist/
 coverage/

Cargo.toml

@@ -7,7 +7,7 @@ members = [
 ]
 
 [workspace.package]
-version = "3.1.2"
+version = "3.2.0"
 edition = "2021"
 license = "AGPL-3.0"
 

addons/goal-progress-tracker/package.json

@@ -1,6 +1,6 @@
 {
   "name": "goal-progress-tracker-addon",
-  "version": "3.1.0",
+  "version": "3.2.0",
   "description": "An addon for tracking investment progress towards target amounts with progress visualization",
   "type": "module",
   "main": "dist/addon.js",

addons/investment-fees-tracker/package.json

@@ -1,6 +1,6 @@
 {
   "name": "investment-fees-tracker-addon",
-  "version": "3.1.0",
+  "version": "3.2.0",
   "description": "An addon for tracking and analyzing investment fees across your portfolio",
   "type": "module",
   "main": "dist/addon.js",

addons/swingfolio-addon/package.json

@@ -1,6 +1,6 @@
 {
   "name": "swingfolio-addon",
-  "version": "3.1.0",
+  "version": "3.2.0",
   "description": "A simple swing stock trading tracker with performance analytics and calendar views",
   "type": "module",
   "main": "dist/addon.js",

apps/frontend/package.json

@@ -1,7 +1,7 @@
 {
   "name": "frontend",
   "private": true,
-  "version": "3.1.2",
+  "version": "3.2.0",
   "type": "module",
   "scripts": {
     "dev": "cross-env BUILD_TARGET=web vite",

apps/frontend/src/adapters/shared/activities.ts

@@ -1,4 +1,5 @@
 // Activity Commands
+import { ImportType } from "@/lib/types";
 import type {
   Activity,
   ActivityBulkMutationRequest,
@@ -8,8 +9,13 @@
   ActivitySearchResponse,
   ActivityUpdate,
   ActivityImport,
+  ImportAssetCandidate,
+  ImportAssetPreviewItem,
   ImportActivitiesResult,
   ImportMappingData,
+  ImportTemplateData,
+  BrokerSyncProfileData,
+  SaveBrokerSyncProfileRulesRequest,
 } from "@/lib/types";
 
 import { invoke, logger } from "./platform";
@@ -142,7 +148,6 @@
  * Import activities into the system.
  * Expects activities that already passed backend check/preview resolution.
  * Apply is persistence-only and rejects missing resolved symbol fields.
- * Extracts accountId from the first activity for the backend call.
  * Returns ImportActivitiesResult with activities, import_run_id, and summary.
  */
 export const importActivities = async ({
@@ -151,12 +156,9 @@
   activities: ActivityImport[];
 }): Promise<ImportActivitiesResult> => {
   try {
-    return await invoke<ImportActivitiesResult>("import_activities", {
-      accountId: activities[0].accountId,
-      activities,
-    });
+    return await invoke<ImportActivitiesResult>("import_activities", { activities });
   } catch (err) {
     logger.error(`Error importing activities: ${err}`);
     throw err;
   }
 };
@@ -165,39 +167,109 @@
  * Check activities before import (read-only validation/preview).
  * This performs read-only validation without creating assets or FX pairs.
  * Asset creation happens during the actual import when user confirms.
- * @param accountId - The account ID to import activities into
  * @param activities - The activities to validate
  */
 export const checkActivitiesImport = async ({
-  accountId,
   activities,
 }: {
-  accountId: string;
   activities: ActivityImport[];
 }): Promise<ActivityImport[]> => {
   try {
-    return await invoke<ActivityImport[]>("check_activities_import", {
-      accountId,
-      activities,
-    });
+    return await invoke<ActivityImport[]>("check_activities_import", { activities });
   } catch (err) {
     logger.error(`Error checking activities import: ${err}`);
     throw err;
   }
 };
 
+export const listImportTemplates = async (): Promise<ImportTemplateData[]> => {
+  try {
+    return await invoke<ImportTemplateData[]>("list_import_templates");
+  } catch (err) {
+    logger.error("Error listing import templates.");
+    throw err;
+  }
+};
+
+export const getImportTemplate = async (id: string): Promise<ImportTemplateData> => {
+  try {
+    return await invoke<ImportTemplateData>("get_import_template", { id });
+  } catch (err) {
+    logger.error("Error fetching import template.");
+    throw err;
+  }
+};
+
+export const saveImportTemplate = async (
+  template: ImportTemplateData,
+): Promise<ImportTemplateData> => {
+  try {
+    return await invoke<ImportTemplateData>("save_import_template", { template });
+  } catch (err) {
+    logger.error("Error saving import template.");
+    throw err;
+  }
+};
+
+export const deleteImportTemplate = async (id: string): Promise<void> => {
+  try {
+    await invoke<void>("delete_import_template", { id });
+  } catch (err) {
+    logger.error("Error deleting import template.");
+    throw err;
+  }
+};
+
+/**
+ * Preview which assets would be created or matched for a set of import candidates.
+ */
+export const previewImportAssets = async ({
+  candidates,
+}: {
+  candidates: ImportAssetCandidate[];
+}): Promise<ImportAssetPreviewItem[]> => {
+  try {
+    return await invoke<ImportAssetPreviewItem[]>("preview_import_assets", { candidates });
+  } catch (err) {
+    logger.error(`Error previewing import assets: ${err}`);
+    throw err;
+  }
+};
+
 /**
  * Get the import mapping configuration for an account.
  */
-export const getAccountImportMapping = async (accountId: string): Promise<ImportMappingData> => {
+export const getAccountImportMapping = async (
+  accountId: string,
+  contextKind: string = ImportType.ACTIVITY,
+): Promise<ImportMappingData> => {
   try {
-    return await invoke<ImportMappingData>("get_account_import_mapping", { accountId });
+    return await invoke<ImportMappingData>("get_account_import_mapping", {
+      accountId,
+      contextKind,
+    });
   } catch (err) {
     logger.error("Error fetching mapping.");
     throw err;
   }
 };
 
+/**
+ * Link an account to an existing import template.
+ */
+export const linkAccountTemplate = async (
+  accountId: string,
+  templateId: string,
+  contextKind: string = ImportType.ACTIVITY,
+): Promise<void> => {
+  try {
+    await invoke<void>("link_account_template", { accountId, templateId, contextKind });
+  } catch (err) {
+    logger.error("Error linking account to template.");
+    throw err;
+  }
+};
+
 /**
  * Save the import mapping configuration for an account.
  */
@@ -226,3 +298,33 @@
     throw err;
   }
 };
+
+// ============================================================================
+// Broker Sync Profile Commands
+// ============================================================================
+
+export const getBrokerSyncProfile = async (
+  accountId: string,
+  sourceSystem: string,
+): Promise<BrokerSyncProfileData> => {
+  try {
+    return await invoke<BrokerSyncProfileData>("get_broker_sync_profile", {
+      accountId,
+      sourceSystem,
+    });
+  } catch (err) {
+    logger.error("Error fetching broker sync profile.");
+    throw err;
+  }
+};
+
+export const saveBrokerSyncProfileRules = async (
+  request: SaveBrokerSyncProfileRulesRequest,
+): Promise<BrokerSyncProfileData> => {
+  try {
+    return await invoke<BrokerSyncProfileData>("save_broker_sync_profile_rules", { request });
+  } catch (err) {
+    logger.error("Error saving broker sync profile rules.");
+    throw err;
+  }
+};