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Redesign Export Spec for Advanced Export #106

Description

@boscorat

The Solution: 4-Phase Redesign

Phase 1 (Immediate, 5 min) 🔴 CRITICAL

Phase 2 (Medium-term, 20 min) 🟡 HIGH

  • Add [filters] and [output] sections to TOML specs
  • Specs declare which filters they support
  • Foundation for future multi-account exports

Phase 3 (Long-term, 30 min) 🟡 HIGH

  • Make UI dynamic based on spec capabilities
  • Show/hide filters based on what spec supports
  • Better UX with contextual help

Phase 4 (Optional, TBD) 🟢 OPTIONAL

  • Support "" exports when specs declare it
  • Loop through accounts, create separate files
  • Use spec's filename_template for naming

Key Architectural Insight
Instead of trying to make one-size-fits-all code handle all scenarios, put the rules in the TOML specs themselves. Different specs have different requirements:

  • QuickBooks spec → requires single account
  • Future batch spec → could support all accounts
  • Custom spec → could support all statements

Activity

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UI Improvementchanges to the user interfaceenhancementNew feature or request

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