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import payee field as tags when importing a QIF file (#356)

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This commit is contained in:
MaysWind
2025-11-25 00:55:36 +08:00
parent de27c8e6c5
commit 9ff1334584
64 changed files with 1353 additions and 871 deletions
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pkg/converters/converter/data_table_transaction_data_importer.go
+29 -2
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@@ -29,7 +29,7 @@ type DataTableTransactionDataImporter struct {
}
// ParseImportedData returns the imported transaction data
func (c *DataTableTransactionDataImporter) ParseImportedData(ctx core.Context, user *models.User, dataTable datatable.TransactionDataTable, defaultTimezoneOffset int16, accountMap map[string]*models.Account, expenseCategoryMap map[string]map[string]*models.TransactionCategory, incomeCategoryMap map[string]map[string]*models.TransactionCategory, transferCategoryMap map[string]map[string]*models.TransactionCategory, tagMap map[string]*models.TransactionTag) (models.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
func (c *DataTableTransactionDataImporter) ParseImportedData(ctx core.Context, user *models.User, dataTable datatable.TransactionDataTable, defaultTimezoneOffset int16, additionalOptions TransactionDataImporterOptions, accountMap map[string]*models.Account, expenseCategoryMap map[string]map[string]*models.TransactionCategory, incomeCategoryMap map[string]map[string]*models.TransactionCategory, transferCategoryMap map[string]map[string]*models.TransactionCategory, tagMap map[string]*models.TransactionTag) (models.ImportedTransactionSlice, []*models.Account, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionCategory, []*models.TransactionTag, error) {
if dataTable.TransactionRowCount() < 1 {
log.Errorf(ctx, "[data_table_transaction_data_importer.ParseImportedData] cannot parse import data for user \"uid:%d\", because data table row count is less 1", user.Uid)
return nil, nil, nil, nil, nil, nil, errs.ErrNotFoundTransactionDataInFile
@@ -303,6 +303,7 @@ func (c *DataTableTransactionDataImporter) ParseImportedData(ctx core.Context, u
var tagIds []string
var tagNames []string
tagNamesMap := make(map[string]bool)
if dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_TAGS) {
var tagNameItems []string
@@ -316,7 +317,7 @@ func (c *DataTableTransactionDataImporter) ParseImportedData(ctx core.Context, u
for i := 0; i < len(tagNameItems); i++ {
tagName := tagNameItems[i]
if tagName == "" {
if tagName == "" || tagNamesMap[tagName] {
continue
}
@@ -333,6 +334,28 @@ func (c *DataTableTransactionDataImporter) ParseImportedData(ctx core.Context, u
}
tagNames = append(tagNames, tagName)
tagNamesMap[tagName] = true
}
}
if dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_PAYEE) && additionalOptions.IsPayeeAsTag() {
payee := dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_PAYEE)
if payee != "" && !tagNamesMap[payee] {
tag, exists := tagMap[payee]
if !exists {
tag = c.createNewTransactionTagModel(user.Uid, payee)
allNewTags = append(allNewTags, tag)
tagMap[payee] = tag
}
if tag != nil {
tagIds = append(tagIds, utils.Int64ToString(tag.TagId))
}
tagNames = append(tagNames, payee)
tagNamesMap[payee] = true
}
}
@@ -342,6 +365,10 @@ func (c *DataTableTransactionDataImporter) ParseImportedData(ctx core.Context, u
description = dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_DESCRIPTION)
}
if description == "" && additionalOptions.IsPayeeAsDescription() && dataTable.HasColumn(datatable.TRANSACTION_DATA_TABLE_PAYEE) {
description = dataRow.GetData(datatable.TRANSACTION_DATA_TABLE_PAYEE)
}
transaction := &models.ImportTransaction{
Transaction: &models.Transaction{
Uid: user.Uid,