Transaction Upload improvements #31

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opened 2024-05-11 01:57:17 +02:00 by MK13 · 6 comments
MK13 commented 2024-05-11 01:57:17 +02:00 (Migrated from 77zzcx7.de)
  • Duplicate check: same accounts, same amount
  • Matching rules in separate entities to allow linking with recurring transactions. Entity(from account, to account, regex, description may be empty to use regex extract, recurring transaction)
* Duplicate check: same accounts, same amount * Matching rules in separate entities to allow linking with recurring transactions. Entity(from account, to account, regex, description may be empty to use regex extract, recurring transaction)
MK13 commented 2024-05-11 01:58:28 +02:00 (Migrated from 77zzcx7.de)

Also IMAP mails to get overview about latest Amazon purchases to help match

Also IMAP mails to get overview about latest Amazon purchases to help match
MK13 commented 2024-05-11 01:59:16 +02:00 (Migrated from 77zzcx7.de)

mails have to be in plaintext for that

mails have to be in plaintext for that
MK13 commented 2024-05-11 09:37:56 +02:00 (Migrated from 77zzcx7.de)

split? add plus button that adds a transaction after the one clicked

split? add plus button that adds a transaction after the one clicked
MK13 commented 2024-05-11 10:28:19 +02:00 (Migrated from 77zzcx7.de)

Would have preferred some API to get amazon order, but alas there is none and using JSoup or something is too brittle and too much effort.

Would have preferred some API to get amazon order, but alas there is none and using JSoup or something is too brittle and too much effort.
MK13 commented 2024-05-12 00:55:31 +02:00 (Migrated from 77zzcx7.de)
  • Matching rule CRUD UIs
  • Test with Postgres
  • Properly handle deleted flag in repo
* Matching rule CRUD UIs * Test with Postgres * Properly handle deleted flag in repo
MK13 commented 2024-05-12 10:06:44 +02:00 (Migrated from 77zzcx7.de)
  • Recurring transaction from matching rule needs to be selected in the UI
* Recurring transaction from matching rule needs to be selected in the UI
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Reference: MK13/financer#31
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