Trandence

Import History lets you audit every імпорт job після файл has been processed. Використовуйте it when you need to confirm what was created, understі skipped rows, investigate failures, or експорт an імпорт report for support.

Open it from Trades -> History.

What The Table Shows

Each row represents one імпорт job. The list is sorted with newest імпорт first і includes:

  • Date: when job started
  • Source: CSV upload, Broker Sync, or manual entry
  • Broker: брокер attached to імпорт
  • File: original source файл name when доступні
  • Status: завершені, partial, failed, processing, or pending
  • Created: number of угоди created
  • Skipped: validation skips plus conflict skips
  • Failed: number of угоди that failed during processing
  • Actions: експорт report or open details

The таблицю is paginated і підтримує 10, 15, 25, or 50 rows per сторінку.

Filters

Використовуйте filters to narrow імпорт list:

  • Date range: filters by імпорт start time
  • Status: all statuses or one status
  • Source: all sources, CSV, Broker Sync, or Manual
  • Broker: all брокерs or one брокер
  • File name search: press Enter після typing to apply search

Використовуйте Clear to reset every filter і return to newest імпортs.

Status Meanings

StatusMeaning
COMPLETEDThe імпорт finished successfully.
PARTIALSome дані was імпортed, but some rows or сесіюs were skipped or failed. Перевірте details до re-імпортing.
FAILEDThe job did not complete successfully. Open details і експорт report if support needs failure context.
PROCESSINGThe імпорт is still running or was last recorded in progress.
PENDINGThe job was created but processing has not started yet.

A PARTIAL імпорт is often most імпортant one to inspect, because it may have created valid угоди while skipping conflicts or invalid rows.

Job Details

Натисніть a row or eye icon to open Import Job Details.

The detail dialog показує:

  • status, source, брокер, timezone, файл name, start time, finish time, і duration
  • created, skipped by validation, skipped by conflict, і failed counts
  • error breakdown grouped by reason
  • імпортed сесіюs, including сесію date, угоду count, final P&L, і open-position marker

Використовуйте this dialog to answer questions like:

  • Did файл use expected timezone?
  • Which сесіюs were імпортed?
  • Were rows skipped because they were invalid or because they conflicted with existing дані?
  • Did any імпортed сесію include open positions?

Export Report

Використовуйте download icon or Export Report in detail dialog to download a support report for вибраний імпорт.

The report includes:

  • імпорт details
  • підсумок counts
  • date range
  • error reasons
  • сесію-level results і warnings

The експортed report is useful when comparing імпорт attempts or sending support relevant імпорт context without sharing full брокер експорт.

When To Re-імпорт

Before re-імпортing, check reason for skips or failures:

  • Якщо rows were skipped by validation, fix source файл, брокер selection, or timezone.
  • Якщо rows were skipped by conflict, review existing угоди до trying again.
  • Якщо job failed, експорт report і keep original брокер файл unchanged for troubleshooting.

For імпорт workflow itself, see Importing Trades. For connected-брокер імпортs, see Broker Sync.


Потрібна Допомога?

Якщо an імпорт job is failed or partial і report is unclear, send експортed JSON plus брокер name, файл type, і timezone to [email protected].