CSV Editor

Interactive CSV editor for managing financial data with autocomplete, validation, and progressive rendering.

Features

Category Dropdown

First column uses dropdown with predefined categories from settings. Default categories:

• Portfolio, Income, Mortgage, Mortgage Rate, Cotisation, Dividend
• House Expenses, Expenses, Debt, Borrowable Money, Credit Line, Loan, Generic

Autocomplete Subcategories

Second column provides autocomplete based on existing subcategories. Matches on partial input (configurable minimum characters).

Math Evaluation

Value column supports math expressions using mathjs:

100 + 50    → 150
200 * 1.15  → 230
sqrt(144)   → 12

Input is sanitized before evaluation to prevent code injection.

Row Operations

Each row includes action buttons:

• Remove: Delete row
• Move Up: Shift row up
• Move Down: Shift row down
• Duplicate: Copy row

Batch Operations

Sort by Date

Sorts all rows by timestamp in ascending order. Creates backup before sorting.

Add New Row

Creates row using last row as template or default values.

Restore Backup

Reverts to previous state (maintains last 10 backups).

Refresh Autocomplete

Rebuilds autocomplete index from current data.

Progressive Rendering

For datasets > 50 rows:

• Renders in batches of 100 rows
• Shows loading indicator with progress
• Prevents UI blocking
• Maintains responsiveness

Performance

Large Dataset Handling

• Lazy loading for > 500 rows
• Debounced save (default: 1000ms)
• Optimized DOM manipulation
• Efficient autocomplete indexing

Security

All input is validated and sanitized to keep your data safe.

Configuration

Customize the CSV editor in Settings → FinDoc:

• Categories: Options in the dropdown menu
• Autocomplete: Enable/disable and set minimum characters
• New row template: Use last row as template for new entries
• Save delay: How long to wait before auto-saving
• CSV separator: Column delimiter (comma or semicolon)

Keyboard & Mobile

• ContentEditable cells for direct editing
• Touch-friendly action buttons
• Bottom margin prevents keyboard overlap on mobile
• Responsive table layout

Data Validation

Timestamp Validation

Invalid dates are handled gracefully:

• Entries with invalid dates are sorted to the end
• Use format: YYYY-MM-DD (e.g., 2025-01-15)
• Info section shows earliest and latest dates in your data

Value Validation

• Non-numeric values default to 0
• Math expression errors preserved as-is
• Automatic number parsing

Backup System

The CSV editor automatically maintains the last 10 backups of your file state. Backups are created before destructive operations.

Automatic backups created before:

• Sort by date operations
• Bulk modifications
• Data transformations

Manual restore:

Click “Restore Backup” button to undo recent changes. The system maintains a rolling history of your last 10 file states. Each restore removes one backup from the history.

Use cases:

• Accidentally sorted data incorrectly
• Made unwanted bulk changes
• Need to revert to a previous state

Backups are session-based and cleared when you close the file.

CSV Format Compatibility

Supports quoted fields for values containing separators:

Category,Subcategory,Value,TimeStamp,Extra
Income,"Salary, Bonus",5000,2025-01-01,Q1

Parser handles:

• Escaped quotes ("")
• Fields with separators
• Multi-line fields (within quotes)
• Custom separators (configurable)

File Operations

Create CSV File

• Ribbon icon: Creates in vault root
• File menu: Creates in selected folder
• Default header automatically added

File Association

.csv files open in CSV editor view automatically.

Information Display

Bottom section shows:

• Total row count
• Minimum date in dataset
• Maximum date in dataset
• Updated after each save