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Description
Wealthfolio version: v1.2.3
OS: Mac OS 15.6.1
Attempting to import my Schwab CSV data, I ran into a problem with SPLIT activities. Schwab provides the number of new shares and the new unitPrice. The built in docs say Split activities are supported in CSV import, but an example is not included like for the other activities. Scouring through the site and the code, it seems like all I need is a date, symbol, and ratio in the unitPrice field. e.g.
date,activityType,symbol,comment,quantity,unitPrice,fee,amount
"10/11/2024","Split","SCHG","SCHWAB US LARGE CAP GROWTH ETF",,4,,
This results in a transaction with a 0:1 ratio and an error in the log about an "Invalid split ratio" while creating snapshots.
Attempting to Edit the transactions fails, reporting that units cannot be 0 - but there is no field to add units. Attempting to add all the current units in the CSV yielded the same result:
date,activityType,symbol,comment,quantity,unitPrice,fee,amount
"10/11/2024","Split","SCHG","SCHWAB US LARGE CAP GROWTH ETF",100,4,,
Creating the splits manually using the form was successful. However, editing these transactions to change the ratio fails as described above.
I think a fix is needed to:
- Add a Split example to the in app import documentation
- Correct the CSV parser to do the right thing with the same data provided in the gui form
- Correct the gui form validation to allow for editing (or if this is not possible due to $reasons, disable the option to edit splits)
If I've assessed this about right, should I be opening multiple Issues or keep them together like this?