Issue 10: confirm schedule importer against real Carta XLSX

- Parse Carta XLSX natively (openpyxl) instead of CSV-only
- Column map confirmed against Fund I export: Investment/Asset/
  Investment date/Shares/Cost/Value/Last Valuation date
- Handle grouped layout: company subtotal rows + indented position rows
- SAFEs: shares=0 in source → null in DB (not additive)
- Money already in dollars in XLSX cells, convert to cents directly
- Dates parsed from Excel datetime objects
- CSV fallback preserved for other formats
- Re-import guard catches both seed and non-seed existing rounds
- Tested: 14 holdings, 17 positions, total value $8,527,204.58 matches

This commit is contained in:

Johnny 5

2026-06-07 19:30:12 +00:00

parent 89eddd2ad0

commit 48fef14bc9

2 changed files with 283 additions and 112 deletions

									
										backend/pyproject.toml
									
		+1
		
												View File
												
				@@ -13,6 +13,7 @@ dependencies = [

				    "itsdangerous==2.2.0",

				    "aiosqlite==0.21.0",

				    "starlette-session==0.4.3",

				    "openpyxl==3.1.5",

				]

				[project.scripts]