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Increased interaction during import, more accurate duplicate detection, ability to use regex captures in mapping file #100

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merged 7 commits into from
Jan 29, 2017

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@mondjef mondjef commented Jan 27, 2017

  • Changed duplication detection to use MD5sum field and included source account so that duplication detection is more accurate.
  • Adds MD5Sum of new transactions from import file so that duplication detection of duplicate transactions in import file itself can be detected.
  • ability to be prompted for confirmation before entries are added to mapping file
  • ability to use regex captures in mapping file... useful for transaction descriptions that share a lot in common for example: POS MERCHANT SOBEYS, POS MERCHANT LOBLAWS and you just want to use SOBEYS or LOBLAWS as the payee. Another example is ETF FROM name and you want the payee to be name and you want the account to be Assets:Receivables:name
  • ability to be prompted before automatically skipping duplicates. This is handy when importing transactions that contain a lot of generic descriptions mixed with transactions with good descriptions. For example: ABM WITHDRAWL and the amount is commonly some denomination of 20
  • ability to review the generated ledger entry and be prompted to either commit (accept the entry), modify (given the chance to re-indicate the payee and destination account), or skip (ignore and do not import transaction)

fix the formatting of tags so that multiple tags are ganged on one line so that ledger entries are compressed as much as possible.  Bug fix of a typo.
read csv and md5sum hashes at same time
fixed formatting issues with tags and made the tags ganged so that ledger entries are compact as possible.  Pre-formatting of the tags allows the default template to include the {tags} reference.
@petdr petdr merged commit 171bf5a into quentinsf:master Jan 29, 2017
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petdr commented Jan 29, 2017

Thanks for this.

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mondjef commented Jan 29, 2017 via email

antler5 pushed a commit to antler5/icsv2ledger that referenced this pull request Aug 1, 2021
Update to quentinsf#100,
see quentinsf#134.

Note that this will cause current transactions to become unique.
Appropriate adjustments have been made to existing tests.
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2 participants