CVS log for pta/pta_import.pl

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Default branch: MAIN


Revision 1.27 / (download) - annotate - [select for diffs], Mon Nov 30 16:22:36 2020 UTC (5 days, 1 hour ago) by schwarze
Branch: MAIN
CVS Tags: HEAD
Changes since 1.26: +11 -13 lines
Diff to previous 1.26 (colored)

dispatch date format handlers using a static hash;
OK freda@

Revision 1.26 / (download) - annotate - [select for diffs], Mon Nov 30 14:38:35 2020 UTC (5 days, 3 hours ago) by schwarze
Branch: MAIN
Changes since 1.25: +9 -40 lines
Diff to previous 1.25 (colored)

integrate the two get_accounts_*() subs into main() because they
are only called from one single place now, resulting in significantly
shorter and simpler code;
OK freda@, who also caught one bug in my original patch

Revision 1.25 / (download) - annotate - [select for diffs], Sun Nov 29 14:00:50 2020 UTC (6 days, 3 hours ago) by freda
Branch: MAIN
Changes since 1.24: +67 -109 lines
Diff to previous 1.24 (colored)

remove bank-specific subroutines;
instead use configuration-file rules to specify
where fields such as the date, amount, and description are located,
as wells as their formats, if applicable ;
with many improvements by Ingo Schwarze ;
OK schwarze@

Revision 1.24 / (download) - annotate - [select for diffs], Fri Nov 27 16:17:08 2020 UTC (8 days, 1 hour ago) by freda
Branch: MAIN
Changes since 1.23: +11 -0 lines
Diff to previous 1.23 (colored)

support Capital One 360 Checking accounts ;
OK schwarze@

Revision 1.23 / (download) - annotate - [select for diffs], Thu Nov 26 19:39:43 2020 UTC (8 days, 22 hours ago) by freda
Branch: MAIN
Changes since 1.22: +1 -1 lines
Diff to previous 1.22 (colored)

reflect that configuration files are under  ./import/ rather than prefixed
with import_
OK schwarze@

Revision 1.22 / (download) - annotate - [select for diffs], Thu Nov 26 18:04:43 2020 UTC (8 days, 23 hours ago) by freda
Branch: MAIN
Changes since 1.21: +15 -0 lines
Diff to previous 1.21 (colored)

support Etrade IRA;
OK schwarze@

Revision 1.21 / (download) - annotate - [select for diffs], Wed Nov 25 12:46:41 2020 UTC (10 days, 5 hours ago) by schwarze
Branch: MAIN
Changes since 1.20: +4 -1 lines
Diff to previous 1.20 (colored)

replace insecure "while (<>)" with explicit 3-argument open(3p);
tweak & OK freda@

Revision 1.20 / (download) - annotate - [select for diffs], Mon Nov 23 14:14:23 2020 UTC (12 days, 3 hours ago) by freda
Branch: MAIN
Changes since 1.19: +9 -2 lines
Diff to previous 1.19 (colored)

introduce an optional IGNORE configuration line. handle extraneous lines
inserted by the financial institution or comments from the user
within CSV files.
OK schwarze@

Revision 1.19 / (download) - annotate - [select for diffs], Sun Nov 22 01:48:36 2020 UTC (13 days, 16 hours ago) by freda
Branch: MAIN
Changes since 1.18: +1 -1 lines
Diff to previous 1.18 (colored)

handle non-empty check number field in import_wellsfargo subroutine

Revision 1.18 / (download) - annotate - [select for diffs], Sun Nov 22 00:02:06 2020 UTC (13 days, 17 hours ago) by freda
Branch: MAIN
Changes since 1.17: +13 -2 lines
Diff to previous 1.17 (colored)

introduce an optional QUOTE configuration line. handle quoted fields within
CSV files, and the possible presence of delimiters with quotes fields.

Revision 1.17 / (download) - annotate - [select for diffs], Thu Nov 19 23:55:50 2020 UTC (2 weeks, 1 day ago) by schwarze
Branch: MAIN
Changes since 1.16: +7 -7 lines
Diff to previous 1.16 (colored)

trim trailing whitespace

Revision 1.16 / (download) - annotate - [select for diffs], Thu Nov 19 19:56:48 2020 UTC (2 weeks, 1 day ago) by schwarze
Branch: MAIN
Changes since 1.15: +14 -0 lines
Diff to previous 1.15 (colored)

support BBVA USA;
patch from Freda Bundchen, one minor bug fixed by me

Revision 1.15 / (download) - annotate - [select for diffs], Wed Nov 18 23:44:46 2020 UTC (2 weeks, 2 days ago) by schwarze
Branch: MAIN
Changes since 1.14: +13 -0 lines
Diff to previous 1.14 (colored)

support the Wells Fargo bank;
patch from Freda Bundchen

Revision 1.14 / (download) - annotate - [select for diffs], Wed Nov 18 22:25:05 2020 UTC (2 weeks, 2 days ago) by schwarze
Branch: MAIN
Changes since 1.13: +18 -10 lines
Diff to previous 1.13 (colored)

Introduce an optional HEADER configuration line.
Based on a patch from Freda Bundchen, but heavily tweaked by me.
This makes some comments redundant, delete them from the config files.
Also simplify -I handling while here and improve related error handling.

Revision 1.13 / (download) - annotate - [select for diffs], Wed Nov 18 21:32:16 2020 UTC (2 weeks, 2 days ago) by schwarze
Branch: MAIN
Changes since 1.12: +43 -59 lines
Diff to previous 1.12 (colored)

Simplify the function import_account() and integrate it into the main
program becuse there will never be a need to call it from elsewhere.
Use a constant hash to select the parsing function.
Similar to a patch sent by Freda Bundchen, with some tweaks by me.

Revision 1.12 / (download) - annotate - [select for diffs], Tue Nov 17 15:31:02 2020 UTC (2 weeks, 4 days ago) by schwarze
Branch: MAIN
Changes since 1.11: +30 -22 lines
Diff to previous 1.11 (colored)

Define field delimiter in the import configuration file.
Patch mostly from Freda Bundchen with some tweaks by me.

Revision 1.11 / (download) - annotate - [select for diffs], Tue Nov 17 14:13:31 2020 UTC (2 weeks, 4 days ago) by schwarze
Branch: MAIN
Changes since 1.10: +26 -2 lines
Diff to previous 1.10 (colored)

support Sparkasse CAMT CSV input files

Revision 1.10 / (download) - annotate - [select for diffs], Thu Nov 12 21:54:23 2020 UTC (3 weeks, 1 day ago) by schwarze
Branch: MAIN
Changes since 1.9: +94 -105 lines
Diff to previous 1.9 (colored)

resolve some code duplication;
patch from Freda Bundchen, with two minor fixes by me

Revision 1.9 / (download) - annotate - [select for diffs], Thu Nov 12 13:08:13 2020 UTC (3 weeks, 2 days ago) by schwarze
Branch: MAIN
Changes since 1.8: +82 -51 lines
Diff to previous 1.8 (colored)

Implement -I option to select the bank account.
Support Optum Health Saving Accounts.
Move parsing of the import configuration file to the main program.
Patches from Freda Bundchen.

Revision 1.8 / (download) - annotate - [select for diffs], Tue Nov 10 17:42:32 2020 UTC (3 weeks, 4 days ago) by schwarze
Branch: MAIN
Changes since 1.7: +4 -4 lines
Diff to previous 1.7 (colored)

1. Simplify parsing of the import configuration file
by matching /ACCOUNT/ once rather than twice;
2. add error handling catching duplicate ACCOUNT lines;
3. and make ACCOUNT error messages more similar.

Revision 1.7 / (download) - annotate - [select for diffs], Tue Nov 10 17:30:31 2020 UTC (3 weeks, 4 days ago) by schwarze
Branch: MAIN
Changes since 1.6: +2 -2 lines
Diff to previous 1.6 (colored)

shorten and simplify: for undefined values, use undef rather than ""

Revision 1.6 / (download) - annotate - [select for diffs], Tue Nov 10 17:25:58 2020 UTC (3 weeks, 4 days ago) by schwarze
Branch: MAIN
Changes since 1.5: +9 -9 lines
Diff to previous 1.5 (colored)

house style: use function prototypes

Revision 1.5 / (download) - annotate - [select for diffs], Tue Nov 10 17:15:08 2020 UTC (3 weeks, 4 days ago) by schwarze
Branch: MAIN
Changes since 1.4: +87 -17 lines
Diff to previous 1.4 (colored)

support for another credit card;
from Freda Bundchen, minimally tweaked by me to make the diff smaller

Revision 1.4 / (download) - annotate - [select for diffs], Tue Nov 3 09:14:03 2020 UTC (4 weeks, 4 days ago) by schwarze
Branch: MAIN
Changes since 1.3: +3 -3 lines
Diff to previous 1.3 (colored)

Fix three minor issues:
1. Correct the regex that modifies import selectors to not delete commas,
to process all fields, and to not violate field boundaries
2. In the import configuration, use the first, not the last match,
to make it easier to understand and more efficient.
3. For error handling, use die() instead of print().
OK Freda Bundchen

Revision 1.3 / (download) - annotate - [select for diffs], Mon Nov 2 19:36:53 2020 UTC (4 weeks, 4 days ago) by schwarze
Branch: MAIN
Changes since 1.2: +40 -52 lines
Diff to previous 1.2 (colored)

support a configuration file for importing CSV data;
patch from Freda Bundchen

Revision 1.2 / (download) - annotate - [select for diffs], Sun Nov 1 20:12:08 2020 UTC (4 weeks, 5 days ago) by schwarze
Branch: MAIN
Changes since 1.1: +2 -4 lines
Diff to previous 1.1 (colored)

read from either the "file" command line argument or from stdin;
patch from Freda Bundchen

Revision 1.1 / (download) - annotate - [select for diffs], Sat Oct 31 01:02:57 2020 UTC (5 weeks ago) by schwarze
Branch: MAIN

Helper script to convert CSV files received from banks
to journal entries, supporting the Chase CSV format for now.
Designed and implemented by Freda Bundchen, work in progress.

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