Version ie v5.11.73
Environment Self hosted
Checklist
- Can you replicate the issue on our v5 demo site https://demo.invoiceninja.com or Invoice Ninja? Not tried
- Have you searched existing issues? Yes
- Have you inspected the logs in storage/logs/laravel.log for any errors? Yes
Describe the bug
Importing a CSV file of transactions (from Nationwide Building Society) used to work, but only in the desktop (Windows 11) version of InvoiceNinja. (I can’t find any way to do this in the web versions, which is a pain because they do other things the desktop version can’t do so I’m forced to swap between them, but I can live with that.)
A few weeks ago it stopped working and I found a workaround, which was to separate the withdrawals and deposits into separate CSV files. The documents do mention somewhere that this is necessary. But today the imports appeared to succeed but nothing was imported. The email summary contains the error message “The selected base type is invalid”. The base type shown is ‘bank_transaction’. I can’t find any place to set or change it.
Steps To Reproduce
Make a CSV file containing at least columns for Date, Description and Amount. Add column labels in the first row to help identify them. Debits and Credits in separate CSV files. Dates formatted as yyyy-mm-dd and amounts with no currency symbol and two decimal places.
In the desktop version of InvoiceNinja, go to Settings > Import | Export > Transactions and select the CSV file.
Map Date to Transaction - Date, Description to Transaction - Description and Amount to Transaction - payment_type_Credit (or Transaction - payment_type_Debit as appropriate).
Set Bank Account as appropriate (in my case “Nationwide”). Click Import.
Expected Behavior
Transactions are imported and appear in Transactions. An Email is received confirming completion.