Add support for additional transaction types and improve CSV parsing#21
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elibus wants to merge 3 commits into
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Add support for additional transaction types and improve CSV parsing#21elibus wants to merge 3 commits into
elibus wants to merge 3 commits into
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…rsing Add support for 10 new Schwab transaction types: - Advisor Fee - Reinvest Dividend - Reinvest Shares - Bank Interest - Funds Received - MoneyLink Transfer - Stock Plan Activity - Qualified Dividend - Adjustment - Misc Cash Entry - Service Fee Enhance CSV parsing robustness: - Automatically detect and handle CSV files with or without prefix/suffix rows - Add header validation to ensure CSV format matches expected Schwab format - Handle edge cases: skip prefix/suffix rows only when present, validate header format Improve error handling: - Handle NaN values in remove_currency function and Value column processing - Add proper validation with informative error messages for malformed CSV files Update documentation: - Add new transaction types to supported transactions list - Document automatic CSV format detection and validation behavior
Apply the same currency removal logic to the Fees column that was already applied to the Value column. This ensures consistent processing and prevents potential issues with currency symbols in fee values.
Update example_out.csv to show Fees column without currency symbol, demonstrating the fix for currency symbol removal in the Fees column.
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Add support for 10 new Schwab transaction types:
Enhance CSV parsing robustness:
Improve error handling:
Update documentation: