[Jgnash-tracker] [ jgnash-Feature Requests-2789226 ] Import: automatically link to accounts

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Feature Requests item #2789226, was opened at 2009-05-08 23:38
Message generated for change (Comment added) made by raboofje
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Category: None
Group: None
Status: Open
Priority: 5
Private: No
Submitted By: Arnout Engelen (raboofje)
Assigned to: Nobody/Anonymous (nobody)
Summary: Import: automatically link to accounts

Initial Comment:
It'd be useful to be able to define some rules to automatically select accounts for imported transactions.

This way you don't have to select accounts for imported instances of recurring payments/income.

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>Comment By: Arnout Engelen (raboofje)
Date: 2009-05-09 12:00

Message:
As an initial implementation, we could just match the 'memo' field with a
regex. I'd be willing to give this a shot. Right now I think it should look
something like this:

Data model: add an 'ImportPattern' StoredObject with the pattern/regex,
the Account those lines should be linked to, and an index (because this
should be an ordered list).

Logic: The logic could be called in ImportTwo#getSettings(). Instead of
just attaching the 'default' account, first walk though the ImportPattern
to see if any of those match.

UI: A 'Patterns...' button could be added to the 'Modify Transactions',
the second tab of the 'import' wizard. It would open a popup in which
ImportPatterns can be modified, reordered, deleted and added. It could have
'close' and 'apply' buttons: the former would just close the window, the
latter would execute the automatic linkage logic again.

Does this sound like a reasonable approach?

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