Documentation
¶
Overview ¶
Package autoimport provides support for importing transactions from banks
Index ¶
Constants ¶
This section is empty.
Variables ¶
This section is empty.
Functions ¶
This section is empty.
Types ¶
type Batch ¶
type Batch interface {
// Entries returns the entries in the batch. The returned entries are
// copies that the caller can safely modify.
Entries() []*fin.Entry
// SkippProcessed returns a new Batch like this one that contains only
// entries that have not already been processed. t is the database
// transaction; nil means run in a separate transaction.
SkipProcessed(t db.Transaction) (Batch, error)
// MarkProcessed marks all the entries in this Batch as processed. t is the
// database transaction; nil means run in a separate transaction.
MarkProcessed(t db.Transaction) error
// Len returns the number of entries in this batch.
Len() int
}
Batch represents a group of transactions read from a file using a Loader instance. Batch instances are immutable.
type Loader ¶
type Loader interface {
Load(
accountId int64,
bankAccountId string,
r io.Reader,
startDate time.Time) (Batch, error)
}
Loader wraps the Load method which reads a batch of transactions from a bank. Banks provide transactions as QFX files, MS money files, and other formats. In a typical application, there will be one Loader instance for each type of file supported.
In the Load method, accountId identifies the account for which transactions are being loaded; bankAccountId is the account ID from the bank. It should be left empty when the file contains transactions for just one account; however, some banks will provide a file containing activity from all accounts the customer has. In this case, the caller must provide a non-empty bankAccountId to get the transactions for the right account. r is where the file is read. Only transactions posted on or after startDate are read into the batch. Load returns the read transactions as a Batch instance.
Source Files
Directories
¶
| Path | Synopsis |
|---|---|
|
Package csv provides processing of csv files
|
Package csv provides processing of csv files |
|
Package qfx provides processing of QFX files
|
Package qfx provides processing of QFX files |
|
qfxdb
Package qfxdb provides the data structures for storing which fitIds have been processed.
|
Package qfxdb provides the data structures for storing which fitIds have been processed. |
|
qfxdb/fixture
Package fixture provides test suites to test implementations of the qfxdb.Store interface.
|
Package fixture provides test suites to test implementations of the qfxdb.Store interface. |
|
qfxdb/for_sqlite
Package for_sqlite provides a sqlite implementation for storing processed QFX file fitIds.
|
Package for_sqlite provides a sqlite implementation for storing processed QFX file fitIds. |
|
Package reconcile provides functionality for reconciling entries imported from a bank with existing entries that have not yet been reconciled.
|
Package reconcile provides functionality for reconciling entries imported from a bank with existing entries that have not yet been reconciled. |
|
match
package match matches two sorted arrays of int values together: matchTo and matchFrom.
|
package match matches two sorted arrays of int values together: matchTo and matchFrom. |