> On Sep 11, 2021, at 12:32 PM, john <jra...@ceridwen.us> wrote:
>
> The concern about multiple importers seems misplaced. If the user needs to
> have the imported description and notes appended for some account they
> probably need it regardless of what import format they use. They might
> sometimes use QIF as well so that importer should also get this feature.
>
> BTW, AQBanking does use the generic import matcher. Only the QIF importer
> doesn't.
>
> Regards,
> John Ralls
>
>> On Sep 11, 2021, at 7:04 AM, Derek Atkins <de...@ihtfp.com> wrote:
>>
>> Hi,
>>
>> On Sat, September 11, 2021 9:42 am, David Carlson wrote:
>>> I can imagine that some financial institution will either discontinue or
>>> just plain break their OFX or csv export, so I think it should be left
>>> possible for users to mix and match import types for the same account. I
>>> myself have seriously considered that for a couple of my accounts, one of
>>> which is currently reversing the signs on their OFX exports and
>>> structuring
>>> their csv exports to always have positive numbers for both debits and
>>> credits..
>>
>> Sure, I can see someone switching from one to the other, but what I mean
>> is I don't see anyone who would import OFX one day, CSV the next, then OFX
>> the day after, CSV the day after that, etc. (for ONE account).
>>
>> -derek
>>
>>>
>>> On Sat, Sep 11, 2021 at 7:29 AM Derek Atkins <de...@ihtfp.com> wrote:
>>>
>>>> I can't imagine that someone is going to import both OFX and CSV for the
>>>> same account. So I think using the account_id is fine.
>>>>
>>>> My question would be on backwards-compatibility; if you "modify" the
>>>> account-id, and then open the data file in an older version of gnucash,
>>>> what will happen if you try to import into that account? Most likely it
>>>> would not auto-find the account (because the account-id wouldn't match),
>>>> and would overwrite the over-loaded KVP.
>>>>
>>>> So I think it would be better to have a new KVP under the account.
>>>>
>>>> -derek
>>>>
>>>> On Sat, September 11, 2021 4:55 am, Chris Good wrote:
>>>>> Hi Geert,
>>>>>
>>>>> I haven't yet figured out how not to affect the CSV and aqbanking
>>>> imports
>>>>> but it's on my list to do.
>>>>> Maybe this would be useful for those too but I cannot test aqbanking.
>>>>>
>>>>> Regards, Chris
>>>>>
>>>>> On Sat, 11 Sep 2021, 6:47 pm Geert Janssens,
>>>> <geert.gnuc...@kobaltwit.be
>>>>>
>>>>> wrote:
>>>>>
>>>>>> Upon re-reading in more detail I find it is exactly your idea to make
>>>> it
>>>>>> depend on the account-id. I am not sure how this interacts with the
>>>> csv
>>>>>> importer. So perhaps all of my reservations are moot.
>>>>>>
>>>>>> Regards,
>>>>>>
>>>>>> Geert
>>>>>>
>>>>>> Op zaterdag 11 september 2021 10:44:18 CEST schreef Geert Janssens:
>>>>>>> Hi Chris,
>>>>>>>
>>>>>>> I haven't followed the original issue discussion in detail so I can
>>>>>> only
>>>>>> add
>>>>>>> some generic considerations.
>>>>>>>
>>>>>>> The generic import transaction matcher is used by both the OFX and
>>>> the
>>>>>> csv
>>>>>>> importer (and perhaps even by the aqbanking one as well). So your
>>>>>> option
>>>>>>> would affect all of these.
>>>>>>>
>>>>>>> Saving this value just like that would mean it will define
>>>> behaviour
>>>>>> of
>>>>>> all
>>>>>>> two or three importers at once. Imagine a user imports in three
>>>>>> different
>>>>>>> formats depending on the bank to import from, would it then be
>>>>>> desirable
>>>>>> to
>>>>>>> have this option set for all different banks ? Or would it be more
>>>>>> desirable
>>>>>>> to have it apply only to specific bank accounts ? The latter could
>>>>>> even
>>>>>> be
>>>>>>> the case if a user imports ofx data from two different banks.
>>>> Perhaps
>>>>>> only
>>>>>>> for one bank you'd want this override and not for the other ?
>>>>>>>
>>>>>>> In other words my concern is that making it a single book level
>>>> option
>>>>>> may
>>>>>>> be too generic and while it would reduce effort in the use case you
>>>>>> have
>>>>>> in
>>>>>>> mind it may increase effort in other scenarios.
>>>>>>>
>>>>>>> Regards,
>>>>>>>
>>>>>>> Geert
>>>>>>>
>>>>>>> Op zaterdag 11 september 2021 10:22:07 CEST schreef Chris Good:
>>>>>>>> Hi,
>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>> I'm working on adding an "Append" checkbox to the bottom of the
>>>>>> "Generic
>>>>>>>> import transaction matcher" so that when Update+Clear'ing
>>>>>>>>
>>>>>>>> a matched transaction, the imported Trans->Desc and Trans->Notes
>>>> can
>>>>>> be
>>>>>>>> optionally appended to the matched transaction Desc/Notes
>>>>>>>>
>>>>>>>> instead of overriding them.
>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>> I'd like to store the value of the checkbox (True or False) for
>>>> the
>>>>>>>> imported account so that in the next import, it will default to
>>>> the
>>>>>> same
>>>>>>>> value.
>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>> I'm thinking this should be a KVP, either:
>>>>>>>>
>>>>>>>> 1. A New slot under the account or
>>>>>>>> 2. Add a pipe symbol and the True or False value to the end of
>>>> the
>>>>>>>> account "online_id" slot
>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>> I assume a new slot would be backwards compatible with older
>>>>>> versions
>>>>>> of
>>>>>>>> GnuCash as they would just be ignored.
>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>> Is a new slot the way to go? Any hints on how to do this please?
>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>> Regards,
>>>>>>>>
>>>>>>>> Chris Good
>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>> _______________________________________________
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>>>>>>>> gnucash-devel@gnucash.org
>>>>>>>> https://lists.gnucash.org/mailman/listinfo/gnucash-devel
>>>>>>>
>>>>>>> _______________________________________________
>>>>>>> gnucash-devel mailing list
>>>>>>> gnucash-devel@gnucash.org
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>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>> _______________________________________________
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>>>>> gnucash-devel@gnucash.org
>>>>> https://lists.gnucash.org/mailman/listinfo/gnucash-devel
>>>>>
>>>>
>>>>
>>>> --
>>>> Derek Atkins 617-623-3745
>>>> de...@ihtfp.com www.ihtfp.com
>>>> Computer and Internet Security Consultant
>>>>
>>>> _______________________________________________
>>>> gnucash-devel mailing list
>>>> gnucash-devel@gnucash.org
>>>> https://lists.gnucash.org/mailman/listinfo/gnucash-devel
>>>>
>>>
>>>
>>> --
>>> David Carlson
>>>
>>
>>
>> --
>> Derek Atkins 617-623-3745
>> de...@ihtfp.com www.ihtfp.com
>> Computer and Internet Security Consultant
>>
>> _______________________________________________
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>> gnucash-devel@gnucash.org
>> https://lists.gnucash.org/mailman/listinfo/gnucash-devel
>
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