Re: [GNC-dev] Import Map Editor - maintain position in list

[Chris Good]

From: Chris Good  
Sent: Monday, 25 May 2020 9:59 AM
To: gnucash-devel@gnucash.org
Subject: Import Map Editor - maintain position in list

 

Hi,

 

I'd like to modify the Import Map Editor so that after deleting the selected
entries, you do not get reset back to the start of the list.

Is anybody already working on that or some other major change to the Import
Map Editor?

 

Regards,

Chris Good

 

Hi All,

 

I see this, and a lot of other nice mods, have already been made by Bob-IT
in master. Nice!

 

Regards,

Chris Good

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Re: [GNC-dev] Import Map Editor - maintain position in list

[David Cousens]

Chris 

I think that is a good move. Having to continually refind my position in the
list after deleting tokens was a real frustration while pruning the token
list manually. Not touching that area.

David



-
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Re: [GNC-dev] import map editor

[Geert Janssens]

Op woensdag 11 april 2018 15:29:51 CEST schreef Stefan Mueller:
> During my research I find a very good but lonley piece of documentation
> about the import process, 2.7. Daten importieren
> , on
> what all my statements mainly base on. Will it find a way in the official
> documentation?
> 
Not unless someone provides a PR :) And preferably one that starts with an 
English version that subsequently can be translated in other languages.

> The is properly off-topic and has to go in a separated email but during the
> import process I nocticed that in  *Import Dialog *> *Transaction *
> *Information*
> 
>1. Column selction
>2. Trailing line to Skip number
> 
Hmm,

What version of gnucash is this ? And which importer are you referring to ? 
CSV, QIF, OFX ?

The csv importers in gnucash 3.0 should save and restore both.

Regards,

Geert


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Re: [GNC-dev] import map editor

[Stefan Mueller]

thx, that helps a lot.

will raise a bug

it's always the last three rows in the CSV what don't contain transsaction,
so saving them would make sense. I'll put it in the bug



2018-04-11 16:38 GMT+02:00 Robert Fewell <14ubo...@gmail.com>:

> Stefen,
>
> Yes to your first question, you should always try to do the matching on
> that page, that's the way it learns for subsequent imports.
> Bayesian / Non Bayesian is dependant on the preference setting you have
> under 'online banking' and it uses those settings also.
> 'Online id' is used in OFX and QIF imports.
>
> The import editor does not show reconciliation, it just shows you what
> mappings you have and allows you to delete them.
>
> Re-Documentation, when someone gets round to writing some, all volunteers
> welcome.
>
> Columns should be saved and they do on my setup, if not for you raise a
> bug, https://wiki.gnucash.org/wiki/Bugzilla
>
> I can understand why the trailing line number is not saved as you do not
> know how big your CSV is, the leading line to skip is when you have headers
> which I assume would always be the same.
>
> Bob
>
>
> On 11 April 2018 at 14:29, Stefan Mueller 
> wrote:
>
>> Hallo Robert,
>> you mean to do the reconciliation in *Import Dialog *> *Match
>> Transactions*as shown here.
>> 
>>
>> I've jsut tested it. Now, there are entries in the *Import Map Editor*
>> but only in the *Bayesian* list. What about *Non-Bayesian* and *Online
>> ID*, how are they get filled?
>> I added a transaction manually and reconciled it but nothing shows up
>> in  *Import Map Editor* but I reckon that is not covered by it, isn't it.
>>
>> In addition is there any posbility to influnce the *Bayesian matching *as
>> it can be done in the settings for online banking import
>> .
>>
>>
>> Will be there any documentation soon?
>> During my research I find a very good but lonley piece of documentation
>> about the import process, 2.7. Daten importieren
>> , on
>> what all my statements mainly base on. Will it find a way in the official
>> documentation?
>>
>> The is properly off-topic and has to go in a separated email but during
>> the import process I nocticed that in  *Import Dialog *> *Transaction *
>> *Information*
>>
>>1. Column selction
>>2. Trailing line to Skip number
>>
>> not saved, when saving settings.
>>
>> thx
>> stefan
>>
>>
>> 2018-04-11 11:57 GMT+02:00 Robert Fewell <14ubo...@gmail.com>:
>>
>>> I have just imported a CSV file and it works for me with and without
>>> Bayesian matching the entries show up in the editor. The purpose is to
>>> allow you to see and delete current matches to accounts, what you see is
>>> dependant on whether you use Bayesian or not.
>>>
>>> With Bayesian, the description column entries are split up into tokens
>>> along with the transaction day which are then used to get the best match on
>>> further imports.
>>> With Non Bayesian, the description column entries are recorded against
>>> there respective accounts and then used to match further imports.
>>> This is where the learning aspect comes in, once you see the entries
>>> hopefully it will make sense.
>>>
>>> What I suspect is that you are not setting the accounts on the matcher
>>> page of the assistant. If you leave them as UNBALANCED they do not show up
>>> in the imap editor.
>>>
>>> Bob
>>>
>>> On 10 April 2018 at 21:55, Stefan Müller 
>>> wrote:
>>>
 Hallo all,
 as there isn't anyone in the user mailing list who can answer my
 question may someone here can help me out.

 Can anyone explain the purpose of the "import map editor" shown in the
 tools menu?
 All what I can find related to mapping imports is this:
 https://wiki.gnucash.org/wiki/Bayes 
 http://gnucash.1415818.n4.nabble.com/Fixing-confused-bayesia
 n-matching-data-td4685819.html 
 but there is nothing about the editor.

 Can anyone explain how to use it is still empty after several csv
 imports.

 Thank you

 Stefan

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>>>
>>>
>>
>
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Re: [GNC-dev] import map editor

[Robert Fewell]

Stefen,

Yes to your first question, you should always try to do the matching on
that page, that's the way it learns for subsequent imports.
Bayesian / Non Bayesian is dependant on the preference setting you have
under 'online banking' and it uses those settings also.
'Online id' is used in OFX and QIF imports.

The import editor does not show reconciliation, it just shows you what
mappings you have and allows you to delete them.

Re-Documentation, when someone gets round to writing some, all volunteers
welcome.

Columns should be saved and they do on my setup, if not for you raise a
bug, https://wiki.gnucash.org/wiki/Bugzilla

I can understand why the trailing line number is not saved as you do not
know how big your CSV is, the leading line to skip is when you have headers
which I assume would always be the same.

Bob


On 11 April 2018 at 14:29, Stefan Mueller 
wrote:

> Hallo Robert,
> you mean to do the reconciliation in *Import Dialog *> *Match
> Transactions*as shown here.
> 
>
> I've jsut tested it. Now, there are entries in the *Import Map Editor*
> but only in the *Bayesian* list. What about *Non-Bayesian* and *Online ID*,
> how are they get filled?
> I added a transaction manually and reconciled it but nothing shows up in  
> *Import
> Map Editor* but I reckon that is not covered by it, isn't it.
>
> In addition is there any posbility to influnce the *Bayesian matching *as
> it can be done in the settings for online banking import
> .
>
>
> Will be there any documentation soon?
> During my research I find a very good but lonley piece of documentation
> about the import process, 2.7. Daten importieren
> , on
> what all my statements mainly base on. Will it find a way in the official
> documentation?
>
> The is properly off-topic and has to go in a separated email but during
> the import process I nocticed that in  *Import Dialog *> *Transaction *
> *Information*
>
>1. Column selction
>2. Trailing line to Skip number
>
> not saved, when saving settings.
>
> thx
> stefan
>
>
> 2018-04-11 11:57 GMT+02:00 Robert Fewell <14ubo...@gmail.com>:
>
>> I have just imported a CSV file and it works for me with and without
>> Bayesian matching the entries show up in the editor. The purpose is to
>> allow you to see and delete current matches to accounts, what you see is
>> dependant on whether you use Bayesian or not.
>>
>> With Bayesian, the description column entries are split up into tokens
>> along with the transaction day which are then used to get the best match on
>> further imports.
>> With Non Bayesian, the description column entries are recorded against
>> there respective accounts and then used to match further imports.
>> This is where the learning aspect comes in, once you see the entries
>> hopefully it will make sense.
>>
>> What I suspect is that you are not setting the accounts on the matcher
>> page of the assistant. If you leave them as UNBALANCED they do not show up
>> in the imap editor.
>>
>> Bob
>>
>> On 10 April 2018 at 21:55, Stefan Müller 
>> wrote:
>>
>>> Hallo all,
>>> as there isn't anyone in the user mailing list who can answer my
>>> question may someone here can help me out.
>>>
>>> Can anyone explain the purpose of the "import map editor" shown in the
>>> tools menu?
>>> All what I can find related to mapping imports is this:
>>> https://wiki.gnucash.org/wiki/Bayes >> >
>>> http://gnucash.1415818.n4.nabble.com/Fixing-confused-bayesia
>>> n-matching-data-td4685819.html >> ble.com/Fixing-confused-bayesian-matching-data-td4685819.html>
>>> but there is nothing about the editor.
>>>
>>> Can anyone explain how to use it is still empty after several csv
>>> imports.
>>>
>>> Thank you
>>>
>>> Stefan
>>>
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>>> https://lists.gnucash.org/mailman/listinfo/gnucash-devel
>>>
>>
>>
>
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Re: [GNC-dev] import map editor

[Stefan Mueller]

it is quite a old nightly as it was referenced in an email back in 2016
https://lists.gnucash.org/pipermail/gnucash-de/2016-May/009692.html

what about the my finds in the *Import Dialog*, where shell I put them,
this mailing list or bug repport?


2018-04-11 16:10 GMT+02:00 Frank H. Ellenberger <
frank.h.ellenber...@gmail.com>:

> hi,
>
> Am 11.04.2018 um 15:29 schrieb Stefan Mueller:
> > Hallo Robert,
> > you mean to do the reconciliation in *Import Dialog *> *Match
> Transactions*as
> > shown here.
> >  basics_import_general1.png>
> >
> > I've jsut tested it. Now, there are entries in the *Import Map Editor*
> but
> > only in the *Bayesian* list. What about *Non-Bayesian* and *Online ID*,
> how
> > are they get filled?
> > I added a transaction manually and reconciled it but nothing shows up
> > in  *Import
> > Map Editor* but I reckon that is not covered by it, isn't it.
> >
> > In addition is there any posbility to influnce the *Bayesian matching *as
> > it can be done in the settings for online banking import
> >  prefs1.html#basics-onlinebank2>.
> >
> >
> > Will be there any documentation soon?
> > During my research I find a very good but lonley piece of documentation
> > about the import process, 2.7. Daten importieren
> > , on
> > what all my statements mainly base on. Will it find a way in the official
> > documentation?
>
> Your link is the nightly build of the official documentation in german.
> Perhaps David remembers where it moved in the english version?
>
> > The is properly off-topic and has to go in a separated email but during
> the
> > import process I nocticed that in  *Import Dialog *> *Transaction *
> > *Information*
> >
> >1. Column selction
> >2. Trailing line to Skip number
> >
> > not saved, when saving settings.
> >
> > thx
> > stefan
>
> ~Frank
>
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Re: [GNC-dev] import map editor

[Frank H. Ellenberger]

hi,

Am 11.04.2018 um 15:29 schrieb Stefan Mueller:
> Hallo Robert,
> you mean to do the reconciliation in *Import Dialog *> *Match Transactions*as
> shown here.
> 
> 
> I've jsut tested it. Now, there are entries in the *Import Map Editor* but
> only in the *Bayesian* list. What about *Non-Bayesian* and *Online ID*, how
> are they get filled?
> I added a transaction manually and reconciled it but nothing shows up
> in  *Import
> Map Editor* but I reckon that is not covered by it, isn't it.
> 
> In addition is there any posbility to influnce the *Bayesian matching *as
> it can be done in the settings for online banking import
> .
> 
> 
> Will be there any documentation soon?
> During my research I find a very good but lonley piece of documentation
> about the import process, 2.7. Daten importieren
> , on
> what all my statements mainly base on. Will it find a way in the official
> documentation?

Your link is the nightly build of the official documentation in german.
Perhaps David remembers where it moved in the english version?

> The is properly off-topic and has to go in a separated email but during the
> import process I nocticed that in  *Import Dialog *> *Transaction *
> *Information*
> 
>1. Column selction
>2. Trailing line to Skip number
> 
> not saved, when saving settings.
> 
> thx
> stefan

~Frank
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Re: [GNC-dev] import map editor

[Stefan Mueller]

Hallo Robert,
you mean to do the reconciliation in *Import Dialog *> *Match Transactions*as
shown here.


I've jsut tested it. Now, there are entries in the *Import Map Editor* but
only in the *Bayesian* list. What about *Non-Bayesian* and *Online ID*, how
are they get filled?
I added a transaction manually and reconciled it but nothing shows up
in  *Import
Map Editor* but I reckon that is not covered by it, isn't it.

In addition is there any posbility to influnce the *Bayesian matching *as
it can be done in the settings for online banking import
.


Will be there any documentation soon?
During my research I find a very good but lonley piece of documentation
about the import process, 2.7. Daten importieren
, on
what all my statements mainly base on. Will it find a way in the official
documentation?

The is properly off-topic and has to go in a separated email but during the
import process I nocticed that in  *Import Dialog *> *Transaction *
*Information*

   1. Column selction
   2. Trailing line to Skip number

not saved, when saving settings.

thx
stefan


2018-04-11 11:57 GMT+02:00 Robert Fewell <14ubo...@gmail.com>:

> I have just imported a CSV file and it works for me with and without
> Bayesian matching the entries show up in the editor. The purpose is to
> allow you to see and delete current matches to accounts, what you see is
> dependant on whether you use Bayesian or not.
>
> With Bayesian, the description column entries are split up into tokens
> along with the transaction day which are then used to get the best match on
> further imports.
> With Non Bayesian, the description column entries are recorded against
> there respective accounts and then used to match further imports.
> This is where the learning aspect comes in, once you see the entries
> hopefully it will make sense.
>
> What I suspect is that you are not setting the accounts on the matcher
> page of the assistant. If you leave them as UNBALANCED they do not show up
> in the imap editor.
>
> Bob
>
> On 10 April 2018 at 21:55, Stefan Müller 
> wrote:
>
>> Hallo all,
>> as there isn't anyone in the user mailing list who can answer my question
>> may someone here can help me out.
>>
>> Can anyone explain the purpose of the "import map editor" shown in the
>> tools menu?
>> All what I can find related to mapping imports is this:
>> https://wiki.gnucash.org/wiki/Bayes 
>> http://gnucash.1415818.n4.nabble.com/Fixing-confused-bayesia
>> n-matching-data-td4685819.html > ble.com/Fixing-confused-bayesian-matching-data-td4685819.html>
>> but there is nothing about the editor.
>>
>> Can anyone explain how to use it is still empty after several csv imports.
>>
>> Thank you
>>
>> Stefan
>>
>> ___
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>> gnucash-devel@gnucash.org
>> https://lists.gnucash.org/mailman/listinfo/gnucash-devel
>>
>
>
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Re: [GNC-dev] import map editor

[Robert Fewell]

I have just imported a CSV file and it works for me with and without
Bayesian matching the entries show up in the editor. The purpose is to
allow you to see and delete current matches to accounts, what you see is
dependant on whether you use Bayesian or not.

With Bayesian, the description column entries are split up into tokens
along with the transaction day which are then used to get the best match on
further imports.
With Non Bayesian, the description column entries are recorded against
there respective accounts and then used to match further imports.
This is where the learning aspect comes in, once you see the entries
hopefully it will make sense.

What I suspect is that you are not setting the accounts on the matcher page
of the assistant. If you leave them as UNBALANCED they do not show up in
the imap editor.

Bob

On 10 April 2018 at 21:55, Stefan Müller 
wrote:

> Hallo all,
> as there isn't anyone in the user mailing list who can answer my question
> may someone here can help me out.
>
> Can anyone explain the purpose of the "import map editor" shown in the
> tools menu?
> All what I can find related to mapping imports is this:
> https://wiki.gnucash.org/wiki/Bayes 
> http://gnucash.1415818.n4.nabble.com/Fixing-confused-bayesia
> n-matching-data-td4685819.html  ble.com/Fixing-confused-bayesian-matching-data-td4685819.html>
> but there is nothing about the editor.
>
> Can anyone explain how to use it is still empty after several csv imports.
>
> Thank you
>
> Stefan
>
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