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Updated Import (markdown)

Herculino Trotta
2025-01-23 22:28:00 -03:00
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Import.md
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@@ -21,3 +21,180 @@ After adding a Import Profile, each profile will have a `Import` button, you can
# Seeing Import status # Seeing Import status
All Import Profiles have a `Runs` button, click there to seem information about the file you imported. All Import Profiles have a `Runs` button, click there to seem information about the file you imported.
---
# The YAML Schema
## Version 1
Each YAML schema is composed of 3 nodes
### settings (required)
`file_type`: Currently only supports "csv"
#### CSV Specific settings
| **name** | **type** | **default** | **definition** |
|---------------------------|----------|-------------|-------------------------------------------------------------------------------|
| skip_errors | bool | false | Whether to continue on row errors or halt execution |
| delimiter | str | "," | CSV delimiter character |
| encoding | str | "utf-8" | File encoding |
| skip_lines | int | 0 | Number of header lines to skip |
| trigger_transaction_rules | bool | true | Whether to trigger created transaction rules when importing a new transaction |
| importing | str | *required | Type of data being imported (transactions, accounts, currencies, etc.) |
#### Example
```yaml
settings:
file_type: csv
delimiter: ","
encoding: utf-8
skip_lines: 1
importing: transactions
trigger_transaction_rules: true
skip_errors: false
```
### mapping (required)
This is where you configure what columns should be imported as what.
The common fields are:
| **name** | **type** | **default** | **definition** |
|----------|---------------|-------------|-----------------------------------------------------------------------------------------------------------------------------------------------|
| target | str | *required | Field to map to |
| source | Optional[str] | None | The name of the CSV column you want to map to. If empty or not defined, the field will be generated from default, transformations or ignored. |
| default | Optional[str] | None | The default value if none present |
| required | bool | false | If this value should be present. Will halt execution or skip row depending on "skip_lines" setting. |
#### transformations
Transformations allow you to transform a value before it is coerced.
##### replace
| **name** | **type** | **default** | **definition** |
|-------------|----------|-------------|----------------------------------------------------------------------------------------|
| type | str | *required | Either "regex" or "replace" |
| pattern | str | *required | Pattern to match |
| replacement | str | *required | Value to replace with |
| exclusive | bool | false | If it should match against the result of the last transformation or the original value |
##### date_format
| **name** | **type** | **default** | **definition** |
|-----------------|----------|-------------|-------------------------------------|
| type | str | *required | "date_format" |
| original_format | str | *required | The format your date is in |
| new_format | str | *required | The format to reformat your date to |
##### merge
| **name** | **type** | **default** | **definition** |
|-----------|----------|-------------|------------------------------------------|
| type | str | *required | "merge" |
| fields | str | *required | the CSV columns to merge |
| separator | str | " " | What to separate your merged values with |
##### split
| **name** | **type** | **default** | **definition** |
|-----------|---------------|-------------|-------------------------------------------------------|
| type | str | *required | "split" |
| separator | str | "," | Separator to use when splitting |
| index | Optional[int] | 0 | 0-based index to return as value. None to return all. |
##### hash
| **name** | **type** | **default** | **definition** |
|----------|----------|-------------|------------------------------|
| type | str | *required | "hash" |
| fields | list | *required | CSV Columns to hash together |
#### Accepted targets
**importing: transactions**
- `account`
- `type`
- `is_paid`
- `date`
- `reference_date`
- `amount`
- `description`
- `notes`
- `tags`
- `entities`
- `category`
- `internal_note`
- `internal_id`
**importing: category**
- `category_name`
- `category_mute`
- `category_active`
**importing: tags**
- `tag_name`
- `tag_active`
**importing: entities**
- `entity_name`
- `entity_active`
**importing: accounts**
- `account_name`
- `account_group`
- `account_currency`
- `account_exchange_currency`
- `account_is_asset`
- `account_is_archived`
**importing: currency**
- `currency_code`
- `currency_name`
- `currency_decimal_places`
- `currency_prefix`
- `currency_suffix`
- `currency_exchange`
#### Target-specific fields
##### `type`
For targets `account`, `category`, `account_group` you can set type to either "id" or "name". This will hel
Some targets have specific fields
#### Example
```yaml
mapping:
date:
target: date
source: transaction_date
required: true
format: "%Y-%m-%d"
amount:
target: amount
source: value
required: true
transformations:
- type: replace
pattern: "$"
replacement: ""
```
## New versions
New schema versions will be created when a **new addition** or **bug fix** can't keep backwards compatibility. This is not valid for the time Version 1 remains in beta.
> [!NOTE]
> Severe bugs may be fixed by breaking backwards compatibility.