feat: use structured output, import CSV, bugfixes

.env.example

@@ -13,8 +13,4 @@ And projects are:
 
 {projects}
 
-If you can't find something leave it blank. Return only valid JSON with these fields:
+If you can't find something leave it blank. Return only one object. Do not include any other text in your response!"
-
-{json_structure}
-
-Do not include any other text in your response!"

app/ai/analyze.ts

@@ -1,11 +1,12 @@
 import { Category, Field, File, Project } from "@prisma/client"
 import OpenAI from "openai"
-import { ChatCompletion } from "openai/resources/index.mjs"
 import { buildLLMPrompt } from "./prompt"
+import { fieldsToJsonSchema } from "./schema"
 
-const MAX_PAGES_TO_ANALYZE = 3
+const MAX_PAGES_TO_ANALYZE = 4
 
 type AnalyzeAttachment = {
+  filename: string
   contentType: string
   base64: string
 }
@@ -32,7 +33,11 @@ export const retrieveFileContentForAI = async (file: File, page: number): Promis
   const buffer = await blob.arrayBuffer()
   const base64 = Buffer.from(buffer).toString("base64")
 
-  return { contentType: response.headers.get("Content-Type") || file.mimetype, base64: base64 }
+  return {
+    filename: file.filename,
+    contentType: response.headers.get("Content-Type") || file.mimetype,
+    base64: base64,
+  }
 }
 
 export async function analyzeTransaction(
@@ -49,33 +54,41 @@ export async function analyzeTransaction(
   })
 
   const prompt = buildLLMPrompt(promptTemplate, fields, categories, projects)
+  const schema = fieldsToJsonSchema(fields)
 
   console.log("PROMPT:", prompt)
+  console.log("SCHEMA:", schema)
 
   try {
-    const response = await openai.chat.completions.create({
+    const response = await openai.responses.create({
-      model: "gpt-4o-mini",
+      model: "gpt-4o-mini-2024-07-18",
-      messages: [
+      input: [
         {
           role: "user",
-          content: [
+          content: prompt,
-            { type: "text", text: prompt || "" },
+        },
-            ...attachments.slice(0, MAX_PAGES_TO_ANALYZE).map((attachment) => ({
+        {
-              type: "image_url" as const,
+          role: "user",
-              image_url: {
+          content: attachments.map((attachment) => ({
-                url: `data:${attachment.contentType};base64,${attachment.base64}`,
+            type: "input_image",
-              },
+            image_url: `data:${attachment.contentType};base64,${attachment.base64}`,
-            })),
+          })),
-          ],
         },
       ],
+      text: {
+        format: {
+          type: "json_schema",
+          name: "transaction",
+          schema: schema,
+          strict: true,
+        },
+      },
     })
 
-    console.log("ChatGPT response:", response.choices[0].message)
+    console.log("ChatGPT response:", response.output_text)
 
-    const cleanedJson = extractAndParseJSON(response)
+    const result = JSON.parse(response.output_text)
-
+    return { success: true, data: result }
-    return { success: true, data: cleanedJson }
   } catch (error) {
     console.error("AI Analysis error:", error)
     return {
@@ -84,56 +97,3 @@ export async function analyzeTransaction(
     }
   }
 }
-
-function extractAndParseJSON(response: ChatCompletion) {
-  try {
-    const content = response.choices?.[0]?.message?.content
-
-    if (!content) {
-      throw new Error("No response content from AI")
-    }
-
-    // Check for JSON in code blocks (handles ```json, ``` json, or just ```)
-    let jsonText = content.trim()
-    const codeBlockRegex = /```(?:json)?\s*([\s\S]*?)\s*```/
-    const jsonMatch = content.match(codeBlockRegex)
-
-    if (jsonMatch && jsonMatch[1]) {
-      jsonText = jsonMatch[1].trim()
-    }
-
-    // Try to parse the JSON
-    try {
-      return JSON.parse(jsonText)
-    } catch (parseError) {
-      // JSON might have unescaped characters, try to fix them
-      const fixedJsonText = escapeJsonString(jsonText)
-      return JSON.parse(fixedJsonText)
-    }
-  } catch (error) {
-    console.error("Error processing AI response:", error)
-    throw new Error(`Failed to extract valid JSON: ${error instanceof Error ? error.message : "Unknown error"}`)
-  }
-}
-
-function escapeJsonString(jsonStr: string) {
-  // This is a black magic to fix some AI-generated JSONs
-  if (jsonStr.trim().startsWith("{") && jsonStr.trim().endsWith("}")) {
-    return jsonStr.replace(/"([^"]*?)":(\s*)"(.*?)"/g, (match, key, space, value) => {
-      const escapedValue = value
-        .replace(/\\/g, "\\\\") // backslash
-        .replace(/"/g, '\\"') // double quotes
-        .replace(/\n/g, "\\n") // newline
-        .replace(/\r/g, "\\r") // carriage return
-        .replace(/\t/g, "\\t") // tab
-        .replace(/\f/g, "\\f") // form feed
-        .replace(/[\x00-\x1F\x7F-\x9F]/g, (c: string) => {
-          return "\\u" + ("0000" + c.charCodeAt(0).toString(16)).slice(-4)
-        })
-
-      return `"${key}":${space}"${escapedValue}"`
-    })
-  }
-
-  return jsonStr
-}

app/ai/prompt.ts

@@ -35,15 +35,5 @@ export function buildLLMPrompt(
   prompt = prompt.replace("{categories.code}", categories.map((category) => `${category.code}`).join(", "))
   prompt = prompt.replace("{projects.code}", projects.map((project) => `${project.code}`).join(", "))
 
-  prompt = prompt.replace(
-    "{json_structure}",
-    "{ " +
-      fields
-        .filter((field) => field.llm_prompt)
-        .map((field) => `${field.code}: ${field.type}`)
-        .join(", ") +
-      " }"
-  )
-
   return prompt
 }

app/ai/schema.ts

@@ -0,0 +1,16 @@
+import { Field } from "@prisma/client"
+
+export const fieldsToJsonSchema = (fields: Field[]) => {
+  const fieldsWithPrompt = fields.filter((field) => field.llm_prompt)
+  const schema = {
+    type: "object",
+    properties: fieldsWithPrompt.reduce((acc, field) => {
+      acc[field.code] = { type: field.type, description: field.llm_prompt || "" }
+      return acc
+    }, {} as Record<string, { type: string; description: string }>),
+    required: fieldsWithPrompt.map((field) => field.code),
+    additionalProperties: false,
+  }
+
+  return schema
+}

app/export/transactions/route.ts

@@ -1,4 +1,4 @@
-import { ExportFields, ExportFilters } from "@/data/export"
+import { ExportFields, ExportFilters, exportImportFieldsMapping } from "@/data/export_and_import"
 import { getFields } from "@/data/fields"
 import { getFilesByTransactionId } from "@/data/files"
 import { getTransactions } from "@/data/transactions"
@@ -18,11 +18,10 @@ export async function GET(request: Request) {
   const transactions = await getTransactions(filters)
   const existingFields = await getFields()
 
+  // Generate CSV file with all transactions
   try {
     const fieldKeys = fields.filter((field) => existingFields.some((f) => f.code === field))
-    const writeHeaders = fieldKeys.map((field) => existingFields.find((f) => f.code === field)?.name)
 
-    // Generate CSV file with all transactions
     let csvContent = ""
     const csvStream = format({ headers: fieldKeys, writeBOM: true, writeHeaders: false })
 
@@ -30,15 +29,25 @@ export async function GET(request: Request) {
       csvContent += chunk
     })
 
-    csvStream.write(writeHeaders)
+    // Custom CSV headers
-    transactions.forEach((transaction) => {
+    const headers = fieldKeys.map((field) => existingFields.find((f) => f.code === field)?.name ?? "UNKNOWN")
-      const row = fieldKeys.reduce((acc, key) => {
+    csvStream.write(headers)
-        acc[key] = transaction[key as keyof typeof transaction] ?? ""
+
-        return acc
+    // CSV rows
-      }, {} as Record<string, any>)
+    for (const transaction of transactions) {
+      const row: Record<string, any> = {}
+      for (const key of fieldKeys) {
+        const value = transaction[key as keyof typeof transaction] ?? ""
+        const exportFieldSettings = exportImportFieldsMapping[key]
+        if (exportFieldSettings && exportFieldSettings.export) {
+          row[key] = await exportFieldSettings.export(value)
+        } else {
+          row[key] = value
+        }
+      }
 
       csvStream.write(row)
-    })
+    }
     csvStream.end()
 
     // Wait for CSV generation to complete

app/import/csv/actions.tsx

@@ -0,0 +1,66 @@
+"use server"
+
+import { exportImportFieldsMapping } from "@/data/export_and_import"
+import { createTransaction } from "@/data/transactions"
+import { parse } from "@fast-csv/parse"
+import { revalidatePath } from "next/cache"
+
+export async function parseCSVAction(prevState: any, formData: FormData) {
+  const file = formData.get("file") as File
+  if (!file) {
+    return { success: false, error: "No file uploaded" }
+  }
+
+  if (!file.name.toLowerCase().endsWith(".csv")) {
+    return { success: false, error: "Only CSV files are allowed" }
+  }
+
+  try {
+    const buffer = Buffer.from(await file.arrayBuffer())
+    const rows: string[][] = []
+
+    const parser = parse()
+      .on("data", (row) => rows.push(row))
+      .on("error", (error) => {
+        throw error
+      })
+    parser.write(buffer)
+    parser.end()
+
+    // Wait for parsing to complete
+    await new Promise((resolve) => parser.on("end", resolve))
+
+    return { success: true, data: rows }
+  } catch (error) {
+    console.error("Error parsing CSV:", error)
+    return { success: false, error: "Failed to parse CSV file" }
+  }
+}
+
+export async function saveTransactionsAction(prevState: any, formData: FormData) {
+  try {
+    const rows = JSON.parse(formData.get("rows") as string) as Record<string, unknown>[]
+
+    for (const row of rows) {
+      const transactionData: Record<string, unknown> = {}
+      for (const [fieldCode, value] of Object.entries(row)) {
+        const fieldDef = exportImportFieldsMapping[fieldCode]
+        if (fieldDef?.import) {
+          transactionData[fieldCode] = await fieldDef.import(value as string)
+        } else {
+          transactionData[fieldCode] = value as string
+        }
+      }
+
+      await createTransaction(transactionData)
+    }
+
+    revalidatePath("/import/csv")
+    revalidatePath("/transactions")
+
+    return { success: true }
+  } catch (error) {
+    console.error("Error saving transactions:", error)
+    return { success: false, error: "Failed to save transactions: " + error }
+  }
+}

app/import/csv/page.tsx

@@ -0,0 +1,11 @@
+import { ImportCSVTable } from "@/components/import/csv"
+import { getFields } from "@/data/fields"
+
+export default async function CSVImportPage() {
+  const fields = await getFields()
+  return (
+    <div className="flex flex-col gap-4 p-4">
+      <ImportCSVTable fields={fields} />
+    </div>
+  )
+}

app/layout.tsx

@@ -43,7 +43,7 @@ export default async function RootLayout({ children }: { children: React.ReactNo
             <SidebarProvider>
               <MobileMenu settings={settings} unsortedFilesCount={unsortedFilesCount} />
               <AppSidebar settings={settings} unsortedFilesCount={unsortedFilesCount} />
-              <SidebarInset className="w-screen mt-[60px] md:mt-0">{children}</SidebarInset>
+              <SidebarInset className="w-full h-full mt-[60px] md:mt-0 overflow-auto">{children}</SidebarInset>
             </SidebarProvider>
             <Toaster />
           </ScreenDropArea>

app/loading.tsx

@@ -2,7 +2,7 @@ import { Loader2 } from "lucide-react"
 
 export default function AppLoading() {
   return (
-    <div className="flex items-center justify-center h-full w-full">
+    <div className="absolute inset-0 flex items-center justify-center h-full w-full">
       <Loader2 className="w-10 h-10 animate-spin text-muted-foreground" />
     </div>
   )

app/settings/backups/page.tsx

@@ -1,5 +1,6 @@
 "use client"
 
+import { FormError } from "@/components/forms/error"
 import { Button } from "@/components/ui/button"
 import { Card } from "@/components/ui/card"
 import { Download, Loader2 } from "lucide-react"
@@ -51,7 +52,7 @@ export default function BackupSettingsPage() {
             )}
           </Button>
         </form>
-        {restoreState?.error && <p className="text-red-500">{restoreState.error}</p>}
+        {restoreState?.error && <FormError>{restoreState.error}</FormError>}
       </Card>
     </div>
   )

app/settings/fields/page.tsx

@@ -17,7 +17,7 @@ export default async function FieldsSettingsPage() {
         items={fieldsWithActions}
         columns={[
           { key: "name", label: "Name", editable: true },
-          { key: "type", label: "Type", editable: true },
+          { key: "type", label: "Type", defaultValue: "string", editable: true },
           { key: "llm_prompt", label: "LLM Prompt", editable: true },
         ]}
         onDelete={async (code) => {

app/settings/layout.tsx

@@ -41,7 +41,7 @@ const settingsCategories = [
 export default function SettingsLayout({ children }: { children: React.ReactNode }) {
   return (
     <>
-      <div className="hidden space-y-6 p-10 pb-16 md:block">
+      <div className="space-y-6 p-10 pb-16">
         <div className="space-y-0.5">
           <h2 className="text-2xl font-bold tracking-tight">Settings</h2>
           <p className="text-muted-foreground">Customize your settings here</p>

app/settings/llm/page.tsx

@@ -1,13 +1,15 @@
 import LLMSettingsForm from "@/components/settings/llm-settings-form"
+import { getFields } from "@/data/fields"
 import { getSettings } from "@/data/settings"
 
 export default async function LlmSettingsPage() {
   const settings = await getSettings()
+  const fields = await getFields()
 
   return (
     <>
       <div className="w-full max-w-2xl">
-        <LLMSettingsForm settings={settings} />
+        <LLMSettingsForm settings={settings} fields={fields} />
       </div>
     </>
   )

components/dashboard/drop-zone-widget.tsx

@@ -6,6 +6,7 @@ import { FILE_ACCEPTED_MIMETYPES } from "@/lib/files"
 import { Camera, Loader2 } from "lucide-react"
 import { useRouter } from "next/navigation"
 import { startTransition, useState } from "react"
+import { FormError } from "../forms/error"
 
 export default function DashboardDropZoneWidget() {
   const router = useRouter()
@@ -65,7 +66,7 @@ export default function DashboardDropZoneWidget() {
                 upload receipts, invoices and any other documents for me to scan
               </p>
             )}
-            {uploadError && <p className="text-red-500">{uploadError}</p>}
+            {uploadError && <FormError>{uploadError}</FormError>}
           </div>
         </div>
       </label>

components/dashboard/stats-widget.tsx

@@ -32,7 +32,7 @@ export async function StatsWidget({ filters }: { filters: TransactionFilters })
           </CardHeader>
           <CardContent>
             {Object.entries(stats.totalIncomePerCurrency).map(([currency, total]) => (
-              <div key={currency} className="flex gap-2 items-center font-bold text-base first:text-2xl">
+              <div key={currency} className="flex gap-2 items-center font-bold text-base first:text-2xl text-green-500">
                 {formatCurrency(total, currency)}
               </div>
             ))}
@@ -46,12 +46,7 @@ export async function StatsWidget({ filters }: { filters: TransactionFilters })
           </CardHeader>
           <CardContent>
             {Object.entries(stats.totalExpensesPerCurrency).map(([currency, total]) => (
-              <div
+              <div key={currency} className="flex gap-2 items-center font-bold text-base first:text-2xl text-red-500">
-                key={currency}
-                className={`flex gap-2 items-center font-bold text-base first:text-2xl ${
-                  total >= 0 ? "text-green-500" : "text-red-500"
-                }`}
-              >
                 {formatCurrency(total, currency)}
               </div>
             ))}

components/forms/error.tsx

@@ -0,0 +1,3 @@
+export function FormError({ children }: { children: React.ReactNode }) {
+  return <p className="text-red-500 mt-4 overflow-hidden">{children}</p>
+}

components/import/csv.tsx

@@ -0,0 +1,193 @@
+"use client"
+
+import { Button } from "@/components/ui/button"
+import { Field } from "@prisma/client"
+import { Upload } from "lucide-react"
+import { useRouter } from "next/navigation"
+import { startTransition, useActionState, useEffect, useState } from "react"
+import { parseCSVAction, saveTransactionsAction } from "../../app/import/csv/actions"
+import { FormError } from "../forms/error"
+
+const MAX_PREVIEW_ROWS = 100
+
+export function ImportCSVTable({ fields }: { fields: Field[] }) {
+  const router = useRouter()
+  const [parseState, parseAction] = useActionState(parseCSVAction, null)
+  const [saveState, saveAction] = useActionState(saveTransactionsAction, null)
+
+  const [csvSettings, setCSVSettings] = useState({
+    skipHeader: true,
+  })
+  const [csvData, setCSVData] = useState<string[][]>([])
+  const [columnMappings, setColumnMappings] = useState<string[]>([])
+
+  useEffect(() => {
+    if (parseState?.success && parseState.data) {
+      setCSVData(parseState.data)
+      if (parseState.data.length > 0) {
+        setColumnMappings(
+          parseState.data[0].map((value) => {
+            const field = fields.find((field) => field.code === value || field.name === value)
+            return field?.code || ""
+          })
+        )
+      } else {
+        setColumnMappings([])
+      }
+    }
+  }, [parseState])
+
+  useEffect(() => {
+    if (saveState?.success) {
+      router.push("/transactions")
+    }
+  }, [saveState, router])
+
+  const handleFileChange = async (event: React.ChangeEvent<HTMLInputElement>) => {
+    const file = event.target.files?.[0]
+    if (!file) return
+
+    const formData = new FormData()
+    formData.append("file", file)
+
+    startTransition(async () => {
+      await parseAction(formData)
+    })
+  }
+
+  const handleMappingChange = (columnIndex: number, fieldCode: string) => {
+    setColumnMappings((prev) => {
+      const state = [...prev]
+      state[columnIndex] = fieldCode
+      return state
+    })
+  }
+
+  const handleSave = async () => {
+    if (csvData.length === 0) return
+
+    if (!isAtLeastOneFieldMapped(columnMappings)) {
+      alert("Please map at least one column to a field")
+      return
+    }
+
+    const startIndex = csvSettings.skipHeader ? 1 : 0
+    const processedRows = csvData.slice(startIndex).map((row) => {
+      const processedRow: Record<string, unknown> = {}
+
+      columnMappings.forEach((fieldCode, columnIndex) => {
+        if (!fieldCode || !row[columnIndex]) return
+        processedRow[fieldCode] = row[columnIndex]
+      })
+
+      return processedRow
+    })
+
+    const formData = new FormData()
+    formData.append("rows", JSON.stringify(processedRows))
+
+    startTransition(async () => {
+      await saveAction(formData)
+    })
+  }
+
+  return (
+    <>
+      {csvData.length === 0 && (
+        <div className="flex flex-col items-center justify-center gap-2 h-full min-h-[400px]">
+          <p className="text-muted-foreground">Upload your CSV file to import transactions</p>
+          <div className="flex flex-row gap-5 mt-8">
+            <div>
+              <input type="file" accept=".csv" className="hidden" id="csv-file" onChange={handleFileChange} />
+              <Button type="button" onClick={() => document.getElementById("csv-file")?.click()}>
+                <Upload className="mr-2" /> Import from CSV
+              </Button>
+            </div>
+          </div>
+          {parseState?.error && <FormError>{parseState.error}</FormError>}
+        </div>
+      )}
+
+      {csvData.length > 0 && (
+        <div>
+          <header className="flex flex-wrap items-center justify-between gap-2 mb-8">
+            <h2 className="flex flex-row gap-3 md:gap-5">
+              <span className="text-3xl font-bold tracking-tight">Import {csvData.length} items from CSV</span>
+            </h2>
+            <div className="flex gap-2">
+              <Button onClick={handleSave} disabled={saveState?.success}>
+                Import Transactions
+              </Button>
+            </div>
+          </header>
+
+          <div className="flex items-center gap-4 mb-4">
+            <label className="flex items-center gap-2 cursor-pointer">
+              <input
+                type="checkbox"
+                className="w-4 h-4"
+                id="skip-header"
+                defaultChecked={csvSettings.skipHeader}
+                onChange={(e) => setCSVSettings({ ...csvSettings, skipHeader: e.target.checked })}
+              />
+              <span>First row is a header</span>
+            </label>
+          </div>
+
+          <div className="rounded-md border">
+            <div className="relative w-full overflow-auto">
+              <table className="w-full caption-bottom text-sm">
+                <thead className="[&_tr]:border-b">
+                  <tr className="border-b transition-colors hover:bg-muted/50">
+                    {csvData[0].map((_, index) => (
+                      <th key={index} className="h-12 min-w-[200px] px-4 text-left align-middle font-medium">
+                        <select
+                          className="w-full p-2 border rounded-md"
+                          value={columnMappings[index] || ""}
+                          onChange={(e) => handleMappingChange(index, e.target.value)}
+                        >
+                          <option value="">Skip column</option>
+                          {fields.map((field) => (
+                            <option key={field.code} value={field.code}>
+                              {field.name}
+                            </option>
+                          ))}
+                        </select>
+                      </th>
+                    ))}
+                  </tr>
+                </thead>
+                <tbody className="[&_tr:last-child]:border-0">
+                  {csvData.slice(0, MAX_PREVIEW_ROWS).map((row, rowIndex) => (
+                    <tr
+                      key={rowIndex}
+                      className={`border-b transition-colors hover:bg-muted/50 ${
+                        rowIndex === 0 && csvSettings.skipHeader ? "line-through text-muted-foreground" : ""
+                      }`}
+                    >
+                      {csvData[0].map((_, colIndex) => (
+                        <td key={colIndex} className="p-4 align-middle">
+                          {(row[colIndex] || "").toString().slice(0, 256)}
+                        </td>
+                      ))}
+                    </tr>
+                  ))}
+                </tbody>
+              </table>
+            </div>
+          </div>
+
+          {csvData.length > MAX_PREVIEW_ROWS && (
+            <p className="text-muted-foreground mt-4">and {csvData.length - MAX_PREVIEW_ROWS} more entries...</p>
+          )}
+
+          {saveState?.error && <FormError>{saveState.error}</FormError>}
+        </div>
+      )}
+    </>
+  )
+}
+
+function isAtLeastOneFieldMapped(columnMappings: string[]) {
+  return columnMappings.some((mapping) => mapping !== "")
+}

components/settings/global-settings-form.tsx

@@ -9,6 +9,7 @@ import { Button } from "@/components/ui/button"
 import { Category, Currency } from "@prisma/client"
 import { CircleCheckBig } from "lucide-react"
 import { useActionState } from "react"
+import { FormError } from "../forms/error"
 
 export default function GlobalSettingsForm({
   settings,
@@ -53,7 +54,7 @@ export default function GlobalSettingsForm({
         )}
       </div>
 
-      {saveState?.error && <p className="text-red-500">{saveState.error}</p>}
+      {saveState?.error && <FormError>{saveState.error}</FormError>}
     </form>
   )
 }

components/settings/llm-settings-form.tsx

@@ -1,45 +1,75 @@
 "use client"
 
+import { fieldsToJsonSchema } from "@/app/ai/schema"
 import { saveSettingsAction } from "@/app/settings/actions"
 import { FormInput, FormTextarea } from "@/components/forms/simple"
 import { Button } from "@/components/ui/button"
-import { CircleCheckBig } from "lucide-react"
+import { CircleCheckBig, Edit } from "lucide-react"
+import Link from "next/link"
 import { useActionState } from "react"
+import { FormError } from "../forms/error"
+import { Card, CardTitle } from "../ui/card"
 
-export default function LLMSettingsForm({ settings }: { settings: Record<string, string> }) {
+export default function LLMSettingsForm({ settings, fields }: { settings: Record<string, string>; fields: Field[] }) {
   const [saveState, saveAction, pending] = useActionState(saveSettingsAction, null)
 
   return (
-    <form action={saveAction} className="space-y-4">
+    <>
-      <FormInput title="OpenAI API Key" name="openai_api_key" defaultValue={settings.openai_api_key} />
+      <form action={saveAction} className="space-y-4">
+        <FormInput title="OpenAI API Key" name="openai_api_key" defaultValue={settings.openai_api_key} />
 
-      <small className="text-muted-foreground">
+        <small className="text-muted-foreground">
-        Get your API key from{" "}
+          Get your API key from{" "}
-        <a href="https://platform.openai.com/settings/organization/api-keys" target="_blank" className="underline">
+          <a href="https://platform.openai.com/settings/organization/api-keys" target="_blank" className="underline">
-          OpenAI Platform Console
+            OpenAI Platform Console
-        </a>
+          </a>
-      </small>
+        </small>
 
-      <FormTextarea
+        <FormTextarea
-        title="Prompt for Analyze Transaction"
+          title="Prompt for Analyze Transaction"
-        name="prompt_analyse_new_file"
+          name="prompt_analyse_new_file"
-        defaultValue={settings.prompt_analyse_new_file}
+          defaultValue={settings.prompt_analyse_new_file}
-        className="h-96"
+          className="h-96"
-      />
+        />
 
-      <div className="flex flex-row items-center gap-4">
+        <div className="flex flex-row items-center gap-4">
-        <Button type="submit" disabled={pending}>
+          <Button type="submit" disabled={pending}>
-          {pending ? "Saving..." : "Save Settings"}
+            {pending ? "Saving..." : "Save Settings"}
-        </Button>
+          </Button>
-        {saveState?.success && (
+          {saveState?.success && (
-          <p className="text-green-500 flex flex-row items-center gap-2">
+            <p className="text-green-500 flex flex-row items-center gap-2">
-            <CircleCheckBig />
+              <CircleCheckBig />
-            Saved!
+              Saved!
-          </p>
+            </p>
-        )}
+          )}
-      </div>
+        </div>
 
-      {saveState?.error && <p className="text-red-500">{saveState.error}</p>}
+        {saveState?.error && <FormError>{saveState.error}</FormError>}
-    </form>
+      </form>
+
+      <Card className="flex flex-col gap-4 p-4 bg-accent mt-20">
+        <CardTitle className="flex flex-row justify-between items-center gap-2">
+          <span className="text-md font-medium">
+            Current JSON Schema for{" "}
+            <a
+              href="https://platform.openai.com/docs/guides/structured-outputs?api-mode=responses&lang=javascript"
+              target="_blank"
+              className="underline"
+            >
+              structured output
+            </a>
+          </span>
+          <Link
+            href="/settings/fields"
+            className="text-xs underline inline-flex flex-row items-center gap-1 text-muted-foreground"
+          >
+            <Edit className="w-4 h-4" /> Edit Fields
+          </Link>
+        </CardTitle>
+        <pre className="text-xs overflow-hidden text-ellipsis">
+          {JSON.stringify(fieldsToJsonSchema(fields), null, 2)}
+        </pre>
+      </Card>
+    </>
   )
 }

components/settings/side-nav.tsx

@@ -16,7 +16,7 @@ export function SideNav({ className, items, ...props }: SidebarNavProps) {
   const pathname = usePathname()
 
   return (
-    <nav className={cn("flex space-x-2 lg:flex-col lg:space-x-0 lg:space-y-1", className)} {...props}>
+    <nav className={cn("flex flex-wrap space-x-2 lg:flex-col lg:space-x-0 lg:space-y-1", className)} {...props}>
       {items.map((item) => (
         <Link
           key={item.href}

components/sidebar/sidebar.tsx

@@ -17,7 +17,7 @@ import {
   SidebarTrigger,
   useSidebar,
 } from "@/components/ui/sidebar"
-import { ClockArrowUp, FileText, LayoutDashboard, Settings, Sparkles, Upload } from "lucide-react"
+import { ClockArrowUp, FileText, Import, LayoutDashboard, Settings, Sparkles, Upload } from "lucide-react"
 import Link from "next/link"
 import { usePathname } from "next/navigation"
 import { useEffect } from "react"
@@ -31,7 +31,7 @@ export function AppSidebar({
   settings: Record<string, string>
   unsortedFilesCount: number
 }) {
-  const { setOpenMobile } = useSidebar()
+  const { open, setOpenMobile } = useSidebar()
   const pathname = usePathname()
   const { notification } = useNotification()
 
@@ -44,23 +44,31 @@ export function AppSidebar({
     <>
       <Sidebar variant="inset" collapsible="icon">
         <SidebarHeader>
-          <Link href="/" className="flex items-center gap-2 p-2">
+          {open ? (
-            <Avatar className="h-12 w-12 rounded-lg">
+            <Link href="/" className="flex items-center gap-2 p-2">
-              <AvatarImage src="/logo/256.png" />
+              <Avatar className="h-12 w-12 rounded-lg">
-              <AvatarFallback className="rounded-lg">AI</AvatarFallback>
+                <AvatarImage src="/logo/256.png" />
-            </Avatar>
+                <AvatarFallback className="rounded-lg">AI</AvatarFallback>
-            <div className="grid flex-1 text-left leading-tight">
+              </Avatar>
-              <span className="truncate font-semibold">{settings.app_title}</span>
+              <div className="grid flex-1 text-left leading-tight">
-              <span className="truncate text-xs">Beta</span>
+                <span className="truncate font-semibold">{settings.app_title}</span>
-            </div>
+                <span className="truncate text-xs">Beta</span>
-            <SidebarTrigger className="md:hidden" />
+              </div>
-          </Link>
+            </Link>
+          ) : (
+            <Link href="/">
+              <Avatar className="h-10 w-10 rounded-lg">
+                <AvatarImage src="/logo/256.png" />
+                <AvatarFallback className="rounded-lg">AI</AvatarFallback>
+              </Avatar>
+            </Link>
+          )}
         </SidebarHeader>
         <SidebarContent>
           <SidebarGroup>
             <UploadButton className="w-full mt-4 mb-2">
-              <Upload className="mr-2 h-4 w-4" />
+              <Upload className="h-4 w-4" />
-              <span>Upload</span>
+              {open ? <span>Upload</span> : ""}
             </UploadButton>
           </SidebarGroup>
           <SidebarGroup>
@@ -121,6 +129,14 @@ export function AppSidebar({
           <SidebarGroup>
             <SidebarGroupContent>
               <SidebarMenu>
+                <SidebarMenuItem>
+                  <SidebarMenuButton asChild>
+                    <Link href="/import/csv">
+                      <Import />
+                      Import from CSV
+                    </Link>
+                  </SidebarMenuButton>
+                </SidebarMenuItem>
                 <SidebarMenuItem>
                   <SidebarMenuButton asChild>
                     <Link href="https://vas3k.com/donate/" target="_blank">
@@ -129,6 +145,11 @@ export function AppSidebar({
                     </Link>
                   </SidebarMenuButton>
                 </SidebarMenuItem>
+                {!open && (
+                  <SidebarMenuItem>
+                    <SidebarTrigger />
+                  </SidebarMenuItem>
+                )}
               </SidebarMenu>
             </SidebarGroupContent>
           </SidebarGroup>

components/transactions/create.tsx

@@ -9,9 +9,11 @@ import { FormInput, FormTextarea } from "@/components/forms/simple"
 import { Button } from "@/components/ui/button"
 import { Category, Currency, Project } from "@prisma/client"
 import { format } from "date-fns"
-import { Loader2 } from "lucide-react"
+import { Import, Loader2 } from "lucide-react"
+import Link from "next/link"
 import { useRouter } from "next/navigation"
 import { useActionState, useEffect, useState } from "react"
+import { FormError } from "../forms/error"
 
 export default function TransactionCreateForm({
   categories,
@@ -110,7 +112,13 @@ export default function TransactionCreateForm({
 
       <FormTextarea title="Note" name="note" defaultValue={formData.note} />
 
-      <div className="flex justify-end space-x-4 pt-6">
+      <div className="flex justify-between space-x-4 pt-6">
+        <Button type="button" variant="outline" className="aspect-square">
+          <Link href="/import/csv">
+            <Import className="h-4 w-4" />
+          </Link>
+        </Button>
+
         <Button type="submit" disabled={isCreating}>
           {isCreating ? (
             <>
@@ -122,7 +130,7 @@ export default function TransactionCreateForm({
           )}
         </Button>
 
-        {createState?.error && <span className="text-red-500">⚠️ {createState.error}</span>}
+        {createState?.error && <FormError>⚠️ {createState.error}</FormError>}
       </div>
     </form>
   )

components/transactions/edit.tsx

@@ -12,6 +12,7 @@ import { format } from "date-fns"
 import { Loader2 } from "lucide-react"
 import { useRouter } from "next/navigation"
 import { startTransition, useActionState, useEffect, useState } from "react"
+import { FormError } from "../forms/error"
 
 export default function TransactionEditForm({
   transaction,
@@ -164,8 +165,8 @@ export default function TransactionEditForm({
           )}
         </Button>
 
-        {deleteState?.error && <span className="text-red-500">⚠️ {deleteState.error}</span>}
+        {deleteState?.error && <FormError>⚠️ {deleteState.error}</FormError>}
-        {saveState?.error && <span className="text-red-500">⚠️ {saveState.error}</span>}
+        {saveState?.error && <FormError>⚠️ {saveState.error}</FormError>}
       </div>
     </form>
   )

components/unsorted/analyze-form.tsx

@@ -13,6 +13,7 @@ import { Button } from "@/components/ui/button"
 import { Category, Currency, Field, File, Project } from "@prisma/client"
 import { Brain, Loader2 } from "lucide-react"
 import { startTransition, useActionState, useMemo, useState } from "react"
+import { FormError } from "../forms/error"
 
 export default function AnalyzeForm({
   file,
@@ -133,7 +134,7 @@ export default function AnalyzeForm({
         )}
       </Button>
 
-      {analyzeError && <div className="mb-6 p-4 text-red-500 bg-red-50 rounded-md">⚠️ {analyzeError}</div>}
+      {analyzeError && <FormError>⚠️ {analyzeError}</FormError>}
 
       <form className="space-y-4" action={saveAsTransaction}>
         <input type="hidden" name="fileId" value={file.id} />
@@ -288,8 +289,8 @@ export default function AnalyzeForm({
             )}
           </Button>
 
-          {deleteState?.error && <span className="text-red-500">⚠️ {deleteState.error}</span>}
+          {deleteState?.error && <FormError>⚠️ {deleteState.error}</FormError>}
-          {saveError && <span className="text-red-500">⚠️ {saveError}</span>}
+          {saveError && <FormError>⚠️ {saveError}</FormError>}
         </div>
       </form>
     </>

data/categories.ts

@@ -11,6 +11,12 @@ export const getCategories = cache(async () => {
   })
 })
 
+export const getCategoryByCode = cache(async (code: string) => {
+  return await prisma.category.findUnique({
+    where: { code },
+  })
+})
+
 export const createCategory = async (category: Prisma.CategoryCreateInput) => {
   if (!category.code) {
     category.code = codeFromName(category.name as string)

data/export.ts

@@ -1,5 +0,0 @@
-import { TransactionFilters } from "./transactions"
-
-export type ExportFilters = TransactionFilters
-
-export type ExportFields = string[]

data/export_and_import.ts

@@ -0,0 +1,155 @@
+import { prisma } from "@/lib/db"
+import { codeFromName } from "@/lib/utils"
+import { formatDate } from "date-fns"
+import { createCategory, getCategoryByCode } from "./categories"
+import { createProject, getProjectByCode } from "./projects"
+import { TransactionFilters } from "./transactions"
+
+export type ExportFilters = TransactionFilters
+
+export type ExportFields = string[]
+
+export const exportImportFields = [
+  {
+    code: "name",
+    type: "string",
+  },
+  {
+    code: "description",
+    type: "string",
+  },
+  {
+    code: "merchant",
+    type: "string",
+  },
+  {
+    code: "total",
+    type: "number",
+    export: async function (value: number) {
+      return value / 100
+    },
+    import: async function (value: string) {
+      const num = parseFloat(value)
+      return isNaN(num) ? 0.0 : num * 100
+    },
+  },
+  {
+    code: "currencyCode",
+    type: "string",
+  },
+  {
+    code: "convertedTotal",
+    type: "number",
+    export: async function (value: number | null) {
+      if (!value) {
+        return null
+      }
+      return value / 100
+    },
+    import: async function (value: string) {
+      const num = parseFloat(value)
+      return isNaN(num) ? 0.0 : num * 100
+    },
+  },
+  {
+    code: "convertedCurrencyCode",
+    type: "string",
+  },
+  {
+    code: "type",
+    type: "string",
+  },
+  {
+    code: "note",
+    type: "string",
+  },
+  {
+    code: "categoryCode",
+    type: "string",
+    export: async function (value: string | null) {
+      if (!value) {
+        return null
+      }
+      const category = await getCategoryByCode(value)
+      return category?.name
+    },
+    import: async function (value: string) {
+      const category = await importCategory(value)
+      return category?.code
+    },
+  },
+  {
+    code: "projectCode",
+    type: "string",
+    export: async function (value: string | null) {
+      if (!value) {
+        return null
+      }
+      const project = await getProjectByCode(value)
+      return project?.name
+    },
+    import: async function (value: string) {
+      const project = await importProject(value)
+      return project?.code
+    },
+  },
+  {
+    code: "issuedAt",
+    type: "date",
+    export: async function (value: Date | null) {
+      if (!value || isNaN(value.getTime())) {
+        return null
+      }
+
+      try {
+        return formatDate(value, "yyyy-MM-dd")
+      } catch (error) {
+        return null
+      }
+    },
+    import: async function (value: string) {
+      try {
+        return new Date(value)
+      } catch (error) {
+        return null
+      }
+    },
+  },
+]
+
+export const exportImportFieldsMapping = exportImportFields.reduce((acc, field) => {
+  acc[field.code] = field
+  return acc
+}, {} as Record<string, any>)
+
+export const importProject = async (name: string) => {
+  const code = codeFromName(name)
+
+  const existingProject = await prisma.project.findFirst({
+    where: {
+      OR: [{ code }, { name }],
+    },
+  })
+
+  if (existingProject) {
+    return existingProject
+  }
+
+  return await createProject({ code, name })
+}
+
+export const importCategory = async (name: string) => {
+  const code = codeFromName(name)
+
+  const existingCategory = await prisma.category.findFirst({
+    where: {
+      OR: [{ code }, { name }],
+    },
+  })
+
+  if (existingCategory) {
+    return existingCategory
+  }
+
+  return await createCategory({ code, name })
+}

data/projects.ts

@@ -11,6 +11,12 @@ export const getProjects = cache(async () => {
   })
 })
 
+export const getProjectByCode = cache(async (code: string) => {
+  return await prisma.project.findUnique({
+    where: { code },
+  })
+})
+
 export const createProject = async (project: Prisma.ProjectCreateInput) => {
   if (!project.code) {
     project.code = codeFromName(project.name as string)

lib/files.ts

@@ -6,6 +6,7 @@ export const FILE_ACCEPTED_MIMETYPES = "image/*,.pdf,.doc,.docx,.xls,.xlsx"
 export const FILE_UPLOAD_PATH = path.resolve(process.env.UPLOAD_PATH || "./uploads")
 export const FILE_UNSORTED_UPLOAD_PATH = path.join(FILE_UPLOAD_PATH, "unsorted")
 export const FILE_PREVIEWS_PATH = path.join(FILE_UPLOAD_PATH, "previews")
+export const FILE_IMPORT_CSV_UPLOAD_PATH = path.join(FILE_UPLOAD_PATH, "csv")
 
 export async function getUnsortedFileUploadPath(filename: string) {
   const fileUuid = randomUUID()

lib/stats.ts

@@ -3,10 +3,11 @@ import { Transaction } from "@prisma/client"
 export function calcTotalPerCurrency(transactions: Transaction[]): Record<string, number> {
   return transactions.reduce((acc, transaction) => {
     if (transaction.convertedCurrencyCode) {
-      acc[transaction.convertedCurrencyCode] =
+      acc[transaction.convertedCurrencyCode.toUpperCase()] =
-        (acc[transaction.convertedCurrencyCode] || 0) + (transaction.convertedTotal || 0)
+        (acc[transaction.convertedCurrencyCode.toUpperCase()] || 0) + (transaction.convertedTotal || 0)
     } else if (transaction.currencyCode) {
-      acc[transaction.currencyCode] = (acc[transaction.currencyCode] || 0) + (transaction.total || 0)
+      acc[transaction.currencyCode.toUpperCase()] =
+        (acc[transaction.currencyCode.toUpperCase()] || 0) + (transaction.total || 0)
     }
     return acc
   }, {} as Record<string, number>)

package-lock.json

@@ -9,6 +9,7 @@
       "version": "0.1.0",
       "dependencies": {
         "@fast-csv/format": "^5.0.2",
+        "@fast-csv/parse": "^5.0.2",
         "@hookform/resolvers": "^4.1.2",
         "@prisma/client": "^6.4.1",
         "@radix-ui/react-avatar": "^1.1.3",
@@ -679,6 +680,20 @@
         "lodash.isnil": "^4.0.0"
       }
     },
+    "node_modules/@fast-csv/parse": {
+      "version": "5.0.2",
+      "resolved": "https://registry.npmjs.org/@fast-csv/parse/-/parse-5.0.2.tgz",
+      "integrity": "sha512-gMu1Btmm99TP+wc0tZnlH30E/F1Gw1Tah3oMDBHNPe9W8S68ixVHjt89Wg5lh7d9RuQMtwN+sGl5kxR891+fzw==",
+      "license": "MIT",
+      "dependencies": {
+        "lodash.escaperegexp": "^4.1.2",
+        "lodash.groupby": "^4.6.0",
+        "lodash.isfunction": "^3.0.9",
+        "lodash.isnil": "^4.0.0",
+        "lodash.isundefined": "^3.0.1",
+        "lodash.uniq": "^4.5.0"
+      }
+    },
     "node_modules/@floating-ui/core": {
       "version": "1.6.9",
       "resolved": "https://registry.npmjs.org/@floating-ui/core/-/core-1.6.9.tgz",
@@ -5597,6 +5612,12 @@
       "integrity": "sha512-TM9YBvyC84ZxE3rgfefxUWiQKLilstD6k7PTGt6wfbtXF8ixIJLOL3VYyV/z+ZiPLsVxAsKAFVwWlWeb2Y8Yyw==",
       "license": "MIT"
     },
+    "node_modules/lodash.groupby": {
+      "version": "4.6.0",
+      "resolved": "https://registry.npmjs.org/lodash.groupby/-/lodash.groupby-4.6.0.tgz",
+      "integrity": "sha512-5dcWxm23+VAoz+awKmBaiBvzox8+RqMgFhi7UvX9DHZr2HdxHXM/Wrf8cfKpsW37RNrvtPn6hSwNqurSILbmJw==",
+      "license": "MIT"
+    },
     "node_modules/lodash.isboolean": {
       "version": "3.0.3",
       "resolved": "https://registry.npmjs.org/lodash.isboolean/-/lodash.isboolean-3.0.3.tgz",
@@ -5622,6 +5643,12 @@
       "integrity": "sha512-up2Mzq3545mwVnMhTDMdfoG1OurpA/s5t88JmQX809eH3C8491iu2sfKhTfhQtKY78oPNhiaHJUpT/dUDAAtng==",
       "license": "MIT"
     },
+    "node_modules/lodash.isundefined": {
+      "version": "3.0.1",
+      "resolved": "https://registry.npmjs.org/lodash.isundefined/-/lodash.isundefined-3.0.1.tgz",
+      "integrity": "sha512-MXB1is3s899/cD8jheYYE2V9qTHwKvt+npCwpD+1Sxm3Q3cECXCiYHjeHWXNwr6Q0SOBPrYUDxendrO6goVTEA==",
+      "license": "MIT"
+    },
     "node_modules/lodash.merge": {
       "version": "4.6.2",
       "resolved": "https://registry.npmjs.org/lodash.merge/-/lodash.merge-4.6.2.tgz",
@@ -5629,6 +5656,12 @@
       "dev": true,
       "license": "MIT"
     },
+    "node_modules/lodash.uniq": {
+      "version": "4.5.0",
+      "resolved": "https://registry.npmjs.org/lodash.uniq/-/lodash.uniq-4.5.0.tgz",
+      "integrity": "sha512-xfBaXQd9ryd9dlSDvnvI0lvxfLJlYAZzXomUYzLKtUeOQvOP5piqAWuGtrhWeqaXK9hhoM/iyJc5AV+XfsX3HQ==",
+      "license": "MIT"
+    },
     "node_modules/loose-envify": {
       "version": "1.4.0",
       "resolved": "https://registry.npmjs.org/loose-envify/-/loose-envify-1.4.0.tgz",

package.json

@@ -8,10 +8,12 @@
     "build": "next build",
     "start": "next start",
     "lint": "next lint",
-    "seed": "ts-node prisma/seed.ts"
+    "seed": "ts-node prisma/seed.ts",
+    "postinstall": "prisma generate && prisma migrate deploy && npm run seed"
   },
   "dependencies": {
     "@fast-csv/format": "^5.0.2",
+    "@fast-csv/parse": "^5.0.2",
     "@hookform/resolvers": "^4.1.2",
     "@prisma/client": "^6.4.1",
     "@radix-ui/react-avatar": "^1.1.3",

prisma/migrations/20250321141756_improve_fields/migration.sql

@@ -0,0 +1,42 @@
+/*
+  Warnings:
+
+  - The primary key for the `fields` table will be changed. If it partially fails, the table could be left without primary key constraint.
+  - You are about to drop the column `id` on the `fields` table. All the data in the column will be lost.
+
+*/
+-- RedefineTables
+PRAGMA defer_foreign_keys=ON;
+PRAGMA foreign_keys=OFF;
+CREATE TABLE "new_fields" (
+    "code" TEXT NOT NULL PRIMARY KEY,
+    "name" TEXT NOT NULL,
+    "type" TEXT NOT NULL DEFAULT 'string',
+    "llm_prompt" TEXT,
+    "options" JSONB,
+    "is_required" BOOLEAN NOT NULL DEFAULT false,
+    "is_extra" BOOLEAN NOT NULL DEFAULT true
+);
+INSERT INTO "new_fields" ("code", "is_extra", "is_required", "llm_prompt", "name", "options", "type") SELECT "code", "is_extra", "is_required", "llm_prompt", "name", "options", "type" FROM "fields";
+DROP TABLE "fields";
+ALTER TABLE "new_fields" RENAME TO "fields";
+PRAGMA foreign_keys=ON;
+PRAGMA defer_foreign_keys=OFF;
+
+-- CreateIndex
+CREATE INDEX "transactions_project_id_idx" ON "transactions"("project_id");
+
+-- CreateIndex
+CREATE INDEX "transactions_category_id_idx" ON "transactions"("category_id");
+
+-- CreateIndex
+CREATE INDEX "transactions_issued_at_idx" ON "transactions"("issued_at");
+
+-- CreateIndex
+CREATE INDEX "transactions_name_idx" ON "transactions"("name");
+
+-- CreateIndex
+CREATE INDEX "transactions_merchant_idx" ON "transactions"("merchant");
+
+-- CreateIndex
+CREATE INDEX "transactions_total_idx" ON "transactions"("total");

prisma/schema.prisma

@@ -42,10 +42,9 @@ model Project {
 }
 
 model Field {
-  id         String  @id @default(uuid())
+  code       String  @id
-  code       String  @unique
   name       String
-  type       String
+  type       String  @default("string")
   llm_prompt String?
   options    Json?
   isRequired Boolean @default(false) @map("is_required")

prisma/seed.ts

@@ -51,8 +51,7 @@ const settings = [
   {
     code: "prompt_analyse_new_file",
     name: "Prompt for Analyze Transaction",
-    description:
+    description: "Allowed variables: {fields}, {categories}, {categories.code}, {projects}, {projects.code}",
-      "Allowed variables: {fields}, {categories}, {categories.code}, {projects}, {projects.code}, {json_structure}",
     value: `You are an accountant and invoice analysis assistant. 
 Extract the following information from the given invoice: 
 
@@ -66,11 +65,7 @@ And projects are:
 
 {projects}
 
-If you can't find something leave it blank. Return only valid JSON with these fields:
+If you can't find something leave it blank. Return only one object. Do not include any other text in your response!`,
-
-{json_structure}
-
-Return only one object. Do not include any other text in your response!`,
   },
   {
     code: "is_welcome_message_hidden",
@@ -309,7 +304,7 @@ const fields = [
   {
     code: "name",
     name: "Name",
-    type: "text",
+    type: "string",
     llm_prompt: "human readable name, summarize what is the invoice about",
     isRequired: true,
     isExtra: false,
@@ -317,7 +312,7 @@ const fields = [
   {
     code: "description",
     name: "Description",
-    type: "text",
+    type: "string",
     llm_prompt: "description of the transaction",
     isRequired: false,
     isExtra: false,
@@ -325,7 +320,7 @@ const fields = [
   {
     code: "merchant",
     name: "Merchant",
-    type: "text",
+    type: "string",
     llm_prompt: "merchant name",
     isRequired: false,
     isExtra: false,
@@ -333,7 +328,7 @@ const fields = [
   {
     code: "type",
     name: "Type",
-    type: "text",
+    type: "string",
     llm_prompt: "",
     isRequired: false,
     isExtra: false,
@@ -349,7 +344,7 @@ const fields = [
   {
     code: "currencyCode",
     name: "Currency",
-    type: "text",
+    type: "string",
     llm_prompt: "currency code, ISO 4217 three letter code like USD, EUR, including crypto codes like BTC, ETH, etc",
     isRequired: false,
     isExtra: false,
@@ -365,7 +360,7 @@ const fields = [
   {
     code: "convertedCurrencyCode",
     name: "Converted Currency Code",
-    type: "text",
+    type: "string",
     llm_prompt: "",
     isRequired: false,
     isExtra: false,
@@ -373,7 +368,7 @@ const fields = [
   {
     code: "note",
     name: "Note",
-    type: "text",
+    type: "string",
     llm_prompt: "",
     isRequired: false,
     isExtra: false,
@@ -381,7 +376,7 @@ const fields = [
   {
     code: "categoryCode",
     name: "Category",
-    type: "text",
+    type: "string",
     llm_prompt: "category code, one of: {categories.code}",
     isRequired: false,
     isExtra: false,
@@ -389,7 +384,7 @@ const fields = [
   {
     code: "projectCode",
     name: "Project",
-    type: "select",
+    type: "string",
     llm_prompt: "project code, one of: {projects.code}",
     isRequired: false,
     isExtra: false,
@@ -397,7 +392,7 @@ const fields = [
   {
     code: "issuedAt",
     name: "Issued At",
-    type: "date",
+    type: "string",
     llm_prompt: "issued at date (YYYY-MM-DD format)",
     isRequired: false,
     isExtra: false,
@@ -405,7 +400,7 @@ const fields = [
   {
     code: "text",
     name: "Extracted Text",
-    type: "text",
+    type: "string",
     llm_prompt: "extract all recognised text from the invoice",
     isRequired: false,
     isExtra: false,