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feat: add optional Reversals Excel sheet - #77

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davidamunga merged 3 commits into
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feat/add-reversals-sheet
Aug 12, 2026
Merged

davidamunga merged 3 commits into
mainfrom
feat/add-reversals-sheet

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@davidamunga

@davidamunga davidamunga commented Aug 12, 2026 •

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Summary

  • Add optional Reversals Excel sheet that classifies Send Money / GlobalPay reversals and links them to the original payment where possible
  • Fix Tabula CSV parsing so multiline quoted Details rows (common for reversals) are not dropped
  • Always emit the Reversals sheet when selected, with an empty-state message if the statement has none

Test plan

  • Export Excel with Reversals checked on a statement that has none → workbook includes a Reversals sheet saying no reversals found
  • Re-process test_statement.pdf and export with Reversals → sheet lists T344FJALLI, TFR164UALP, TJK62E20C5 with linked originals
  • Confirm Select all / Deselect all includes Reversals
  • Confirm other optional sheets still export normally

Link reversed payments to their originals and keep multiline Tabula Details rows intact so reversals are not dropped during parse.
Generate the gitignored screenshot fixture before tsc, and bump pnpm overrides for js-yaml, postcss, and nanoid so audit passes.
@davidamunga davidamunga self-assigned this Aug 12, 2026
sample-statement.csv and fixture.json stay gitignored; CaptureApp now falls back to fixture.stub.json so tsc/vite no longer need local shot data.
@davidamunga
davidamunga merged commit 8f834f3 into main Aug 12, 2026
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