support automatically applying known column mapping and transaction type mapping rules when importing custom files with column mapping handle method

2026-03-01 16:32:22 +08:00
parent d7a0d253c4
commit c6eb3cfb74
2 changed files with 279 additions and 1 deletions
@@ -0,0 +1,200 @@
+import { entries } from '@/core/base.ts';
+import { TransactionType } from '@/core/transaction.ts';
+import { ImportTransactionColumnType } from '@/core/import_transaction.ts';
+
+export const KNOWN_COLUMN_NAME_MAPPING: Record<string, ImportTransactionColumnType> = ((mappings: Record<string, ImportTransactionColumnType>[]) => {
+    const result: Record<string, ImportTransactionColumnType> = {};
+
+    for (const mapping of mappings) {
+        for (const [key, value] of entries(mapping)) {
+            const normalizedKey = key.toLowerCase().replaceAll(' ', '').replaceAll('_', '').replaceAll('-', '');
+
+            if (result[normalizedKey]) {
+                continue;
+            }
+
+            result[normalizedKey] = value;
+        }
+    }
+
+    return result;
+})([
+    // Columns of ezbookkeeping Data Export File
+    {
+        ['Time']: ImportTransactionColumnType.TransactionTime,
+        ['Timezone']: ImportTransactionColumnType.TransactionTimezone,
+        ['Type']: ImportTransactionColumnType.TransactionType,
+        ['Category']: ImportTransactionColumnType.Category,
+        ['Sub Category']: ImportTransactionColumnType.SubCategory,
+        ['Account']: ImportTransactionColumnType.AccountName,
+        ['Account Currency']: ImportTransactionColumnType.AccountCurrency,
+        ['Amount']: ImportTransactionColumnType.Amount,
+        ['Account2']: ImportTransactionColumnType.RelatedAccountName,
+        ['Account2 Currency']: ImportTransactionColumnType.RelatedAccountCurrency,
+        ['Account2 Amount']: ImportTransactionColumnType.RelatedAmount,
+        ['Geographic Location']: ImportTransactionColumnType.GeographicLocation,
+        ['Tags']: ImportTransactionColumnType.Tags,
+        ['Description']: ImportTransactionColumnType.Description
+    },
+    // Other common columns of transaction time
+    {
+        // en
+        ['Date']: ImportTransactionColumnType.TransactionTime,
+        ['Datetime']: ImportTransactionColumnType.TransactionTime,
+        ['Timestamp']: ImportTransactionColumnType.TransactionTime,
+        // zh-Hans
+        ['日期']: ImportTransactionColumnType.TransactionTime,
+        ['时间']: ImportTransactionColumnType.TransactionTime,
+        ['交易日期']: ImportTransactionColumnType.TransactionTime,
+        ['交易时间']: ImportTransactionColumnType.TransactionTime,
+    },
+    // Other common columns of transaction timezone
+    {
+
+    },
+    // Other common columns of transaction type
+    {
+        // en
+        ['Transaction Type']: ImportTransactionColumnType.TransactionType,
+        // zh-Hans
+        ['交易类型']: ImportTransactionColumnType.TransactionType,
+        ['类型']: ImportTransactionColumnType.TransactionType,
+        ['收/支']: ImportTransactionColumnType.TransactionType,
+    },
+    // Other common columns of category
+    {
+        // en
+        ['Category Name']: ImportTransactionColumnType.Category,
+        // zh-Hans
+        ['交易分类']: ImportTransactionColumnType.Category,
+        ['类别']: ImportTransactionColumnType.Category,
+        ['分类']: ImportTransactionColumnType.Category,
+    },
+    // Other common columns of sub category
+    {
+        // zh-Hans
+        ['子类别']: ImportTransactionColumnType.SubCategory,
+        ['子分类']: ImportTransactionColumnType.SubCategory,
+        ['二级分类']: ImportTransactionColumnType.SubCategory,
+    },
+    // Other common columns of account name
+    {
+        // en
+        ['Account Name']: ImportTransactionColumnType.AccountName,
+        ['Source Name']: ImportTransactionColumnType.AccountName,
+        // zh-Hans
+        ['账户']: ImportTransactionColumnType.AccountName,
+        ['账户1']: ImportTransactionColumnType.AccountName,
+    },
+    // Other common columns of account currency
+    {
+        // en
+        ['Currency']: ImportTransactionColumnType.AccountCurrency,
+        ['Currency Code']: ImportTransactionColumnType.AccountCurrency,
+        // zh-Hans
+        ['账户币种']: ImportTransactionColumnType.AccountCurrency,
+        ['币种']: ImportTransactionColumnType.AccountCurrency,
+    },
+    // Other common columns of amount
+    {
+        // zh-Hans
+        ['金额']: ImportTransactionColumnType.Amount,
+    },
+    // Other common columns of related account name
+    {
+        // en
+        ['Destination Name']: ImportTransactionColumnType.RelatedAccountName,
+        // zh-Hans
+        ['账户2']: ImportTransactionColumnType.RelatedAccountName,
+    },
+    // Other common columns of related account currency
+    {
+        // en
+        ['Foreign Currency']: ImportTransactionColumnType.RelatedAccountCurrency,
+        ['Foreign Currency Code']: ImportTransactionColumnType.RelatedAccountCurrency,
+    },
+    // Other common columns of related amount
+    {
+        // en
+        ['Foreign Amount']: ImportTransactionColumnType.RelatedAmount,
+    },
+    // Other common columns of geographic location
+    {
+
+    },
+    // Other common columns of tags
+    {
+        // zh-Hans
+        ['标签']: ImportTransactionColumnType.Tags,
+    },
+    // Other common columns of description
+    {
+        // en
+        ['Comment']: ImportTransactionColumnType.Description,
+        ['Note']: ImportTransactionColumnType.Description,
+        ['Memo']: ImportTransactionColumnType.Description,
+        // zh-Hans
+        ['备注']: ImportTransactionColumnType.Description,
+    }
+]);
+
+export const KNOWN_TRANSACTION_TYPE_NAME_MAPPING: Record<string, TransactionType> = ((mappings: Record<string, TransactionType>[]) => {
+    const result: Record<string, TransactionType> = {};
+
+    for (const mapping of mappings) {
+        for (const [key, value] of entries(mapping)) {
+            const normalizedKey = key.toLowerCase().replaceAll(' ', '').replaceAll('_', '').replaceAll('-', '');
+
+            if (result[normalizedKey]) {
+                continue;
+            }
+
+            result[normalizedKey] = value;
+        }
+    }
+
+    return result;
+})([
+    // Transaction types of ezbookkeeping Data Export File
+    {
+        ['Balance Modification']: TransactionType.ModifyBalance,
+        ['Income']: TransactionType.Income,
+        ['Expense']: TransactionType.Expense,
+        ['Transfer']: TransactionType.Transfer,
+    },
+    // Other common balance modification type
+    {
+        // en
+        ['Opening balance']: TransactionType.ModifyBalance,
+        // zh-Hans
+        ['余额变更']: TransactionType.ModifyBalance,
+        ['负债变更']: TransactionType.ModifyBalance,
+    },
+    // Other common income type
+    {
+        // en
+        ['Deposit']: TransactionType.Income,
+        // zh-Hans
+        ['收入']: TransactionType.Income,
+    },
+    // Other common expense type
+    {
+        // en
+        ['Withdrawal']: TransactionType.Expense,
+        // zh-Hans
+        ['支出']: TransactionType.Expense,
+    },
+    // Other common transfer type
+    {
+        // zh-Hans
+        ['转账']: TransactionType.Transfer,
+        ['还款']: TransactionType.Transfer,
+        ['借入']: TransactionType.Transfer,
+        ['借出']: TransactionType.Transfer,
+        ['收债']: TransactionType.Transfer,
+        ['还债']: TransactionType.Transfer,
+        ['代付']: TransactionType.Transfer,
+        ['报销']: TransactionType.Transfer,
+        ['退款']: TransactionType.Transfer,
+    }
+]);