Reconcile

A modern, intuitive data reconciliation tool built with SvelteKit that allows users to upload and compare datasets, identify discrepancies, and analyze results.

Features

Core Features

• Upload and parse both CSV and Excel files
• Interactive column mapping with smart suggestions
• Visual reconciliation process with progress tracking
• Detailed reconciliation results with failure analysis
• Download reconciliation results as CSV
• Responsive design that works on desktop and mobile devices
• Dark mode support

Premium Features

• Reverse reconciliation (comparison file as primary)
• Handle duplicate entries automatically
• Create reconciliation categories with custom alerts
• Continue reconciliation even after failures
• Perform multiple reconciliations simultaneously
• Access reconciliation history
• API access for integration with other systems
• Custom configuration options

Getting Started

Prerequisites

• Node.js 16.x or later
• npm or yarn

Installation

1. Clone the repository:

   git clone https://github.com/yourusername/reconcile-svelte.git
   cd reconcile-svelte

2. Install dependencies:

   npm install

3. Start the development server:

   npm run dev

4. Open your browser and navigate to http://localhost:5173

Usage

Basic Workflow

1. Upload Files:

   • Upload a primary file (CSV or Excel)
   • Upload a comparison file (CSV or Excel)

2. Map Columns:

   • Select ID columns for primary and comparison files
   • Map matching columns between the two files
   • Choose additional columns to include in the comparison

3. Reconciliation Process:

   • The system will process the files and compare the data
   • A progress indicator will show the reconciliation status

4. Review Results:

   • View summary statistics (total records, matches, failures)
   • Examine detailed failure analysis for mismatched records
   • Navigate through failures to identify discrepancies
   • Download the reconciliation results as a CSV file

Free Tier Limitations

• Maximum of 10,000 rows per file
• Basic reconciliation features only

Development

Project Structure

reconcile-svelte/
├── src/                  # Source code
│   ├── lib/              # Shared components and utilities
│   │   ├── components/   # Reusable components
│   │   ├── stores/       # Svelte stores for state management
│   │   └── utils/        # Utility functions
│   ├── routes/           # SvelteKit routes/pages
│   └── app.html          # HTML template
├── static/               # Static assets
├── tests/                # Test files
│   ├── unit/             # Unit tests
│   └── e2e/              # End-to-end tests
├── package.json          # Dependencies and scripts
└── svelte.config.js      # Svelte configuration

Available Scripts

• npm run dev - Start development server
• npm run build - Build for production
• npm run preview - Preview production build
• npm run lint - Run code linting
• npm run format - Format code with Prettier
• npm run test:unit - Run unit tests
• npm run test:e2e - Run end-to-end tests
• npm run test - Run all tests

Testing

Unit Tests

Unit tests are written using Vitest and focus on testing individual components and utility functions:

npm run test:unit

End-to-End Tests

End-to-end tests use Playwright to simulate user interactions and test the complete workflow:

npm run test:e2e

Deployment

The application uses Vercel adapter for deployment. To deploy:

1. Build the project:

   npm run build

2. Deploy using the Vercel CLI or connect your repository to Vercel for automatic deployments.

Technology Stack

• Framework: SvelteKit
• Styling: TailwindCSS
• State Management: Svelte stores
• File Parsing: SheetJS/xlsx for Excel files
• Testing: Vitest (unit), Playwright (e2e)
• Deployment: Vercel

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

1. Fork the repository
2. Create your feature branch (git checkout -b feature/amazing-feature)
3. Commit your changes (git commit -m 'Add some amazing feature')
4. Push to the branch (git push origin feature/amazing-feature)
5. Open a Pull Request

License

This project is licensed under the MIT License - see the LICENSE file for details.

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Built with ❤️ using SvelteKit