RE: [Newbies] conceptual design help

2016-04-28 Thread Ron Teitelbaum
Hi Joe,

Depending on how many different structures you have you may want to consider
having some external configuration object.  My first thought when reading
your description was that there are only so many ways to parse, and so many
different types of data.  Having a collection of parser objects that handle
specific translations seems clean.  Once you have an idea of what types of
translations you need you could trigger those operations by building your
collection of parser objects from an external config file.  In that way you
read the parameters in (could be a file in the JPMorgan directory) conf.xml
or parse.conf something like that, and then use that to set up your parser.
The parser is then written to be generic and reusable.  It would allow you
to write methods once and then reuse them for files you haven't seen yet by
creating a new config file for your format.  You could even have a config
file generator that asks you questions and shows you the results from a
current sample data file. :)  

fieldSeperator: #comma.
fieldDelimited: #doubleQuote.
nameSeperator: #comma.
nameFormat: 'title, first, [mi], last, [suffix]'.
balance: #USD.
fieldOrder: 'id, name, balance'.
...

One other thought is if there is a way for the system to determine what
format to use (this is a JPMorgan file) then instead of an external config
file you could just store the different configs internally and match for the
right config collection and error if one doesn't exist (asking the user to
create one using your config builder method).  if you can't match then
having a file in a JPMorgan directory seems simple enough.  In general
thinking of the setup step as a collection of generic parser configuration
objects instead of a different parsing method for each file, simplifies
everything.  Of course back to my original point, writing 3 parser methods
will go faster if there are not that many formats.  There is always a trade
off when you consider building a framework or just hacking some code that
works :).

All the best,

Ron Teitelbaum

> From: Joseph Alotta
> Sent: Thursday, April 28, 2016 6:15 PM
> 
> Greetings,
> 
> I am writing a program to consolidate all my personal finances for tax
time
> next year.  (This is not a school project.)
> 
> There are transaction files from several banks and credit card companies.
> Each has a similar format, CSV, but they vary in many ways, order of
items,
> extra notes, pipe delimited or tabs, etc.  I want to read them and load
them
> into a collection of transaction objects.
> 
> 1.  Should I have a FileReader object?
> 
> 2.  Should it have subclasses like FileReaderAmericanExpress,
> FileReaderJPMorgan ?
> 
> 3.  Or should it have different methods like loadAmericanExpresFile,
> loadJPMorganFile ?
> 
> 4.  Is a Collection of Transaction objects, the structure that you would
load
> the files into?
> 
> The rest of the project would be to do data checking on the files, to make
> sure there are no duplicates or missing dates.  Then write reports that I
can
> give to my accountant.
> 
> I would appreciate some design help?
> 
> Sincerely,
> 
> Joe.___
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[Newbies] conceptual design help

2016-04-28 Thread Louis LaBrunda
Hi Joe,

I agree with Kirt's suggestions in general.  See more below.

On Thu, 28 Apr 2016 17:15:05 -0500, Joseph Alotta  
wrote:

>Greetings,
>I am writing a program to consolidate all my personal finances for tax time 
>next year.  (This is not a school project.)
>There are transaction files from several banks and credit card companies.  
>Each has a similar format, CSV, but they vary in many ways, order of items, 
>extra notes, pipe delimited or tabs, etc.  I want to read them and load them 
>into a collection of transaction objects.

>1.  Should I have a FileReader object?
>2.  Should it have subclasses like FileReaderAmericanExpress, 
>FileReaderJPMorgan ?

No.  I would with the object you want to hold the information and work out from 
there.  An
object or your main program object should read the files and instantiate the 
objects (same
class) that gets the data.

>3.  Or should it have different methods like loadAmericanExpresFile, 
>loadJPMorganFile ?

Yes.  Use different methods to read and parse the files and instantiate the 
objects.  Depending
upon how close (similar) the files are you could have a method with a few 
parameters (three or
four at most) that handles more than one file.

>4.  Is a Collection of Transaction objects, the structure that you would load 
>the files into?

Yes.  An ordered or sorted collection would be good so you could sort by 
date/time if that is
helpful.

>The rest of the project would be to do data checking on the files, to make 
>sure there are no duplicates or missing dates.  Then write reports that I can 
>give to my accountant.

Sounds good.

>I would appreciate some design help?
>Sincerely,
>Joe.

Lou
-- 
Louis LaBrunda
Keystone Software Corp.
SkypeMe callto://PhotonDemon

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Re: [Newbies] conceptual design help

2016-04-28 Thread Kirk Fraser
Joe,

My suggestion is to use fewer object classes and more methods. Play with it
until you know what you are doing, then objects, instance variables, and
methods come more naturally without as much need for prior design.  You can
refactor or reorganize fairly quickly once you master the application and
tools available. Sometimes it is necessary to write new versions of an
application as you learn more about what you need.

Included in this advice is a suggestion to keep working your software over
and over in Smalltalk and not abstract it on paper too much which can waste
time. A design embedded in software is a lot closer to working than a
design on paper (or CRC cards).  But occasionally a few notes on paper can
help when going from one version to a new one.

Kirk


On Thu, Apr 28, 2016 at 3:15 PM, Joseph Alotta 
wrote:

> Greetings,
>
> I am writing a program to consolidate all my personal finances for tax
> time next year.  (This is not a school project.)
>
> There are transaction files from several banks and credit card companies.
> Each has a similar format, CSV, but they vary in many ways, order of items,
> extra notes, pipe delimited or tabs, etc.  I want to read them and load
> them into a collection of transaction objects.
>
> 1.  Should I have a FileReader object?
>
> 2.  Should it have subclasses like FileReaderAmericanExpress,
> FileReaderJPMorgan ?
>
> 3.  Or should it have different methods like loadAmericanExpresFile,
> loadJPMorganFile ?
>
> 4.  Is a Collection of Transaction objects, the structure that you would
> load the files into?
>
> The rest of the project would be to do data checking on the files, to make
> sure there are no duplicates or missing dates.  Then write reports that I
> can give to my accountant.
>
> I would appreciate some design help?
>
> Sincerely,
>
> Joe.___
> Beginners mailing list
> Beginners@lists.squeakfoundation.org
> http://lists.squeakfoundation.org/mailman/listinfo/beginners
>
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[Newbies] conceptual design help

2016-04-28 Thread Joseph Alotta
Greetings,

I am writing a program to consolidate all my personal finances for tax time 
next year.  (This is not a school project.)

There are transaction files from several banks and credit card companies.  Each 
has a similar format, CSV, but they vary in many ways, order of items, extra 
notes, pipe delimited or tabs, etc.  I want to read them and load them into a 
collection of transaction objects.

1.  Should I have a FileReader object?

2.  Should it have subclasses like FileReaderAmericanExpress, 
FileReaderJPMorgan ?

3.  Or should it have different methods like loadAmericanExpresFile, 
loadJPMorganFile ?

4.  Is a Collection of Transaction objects, the structure that you would load 
the files into?

The rest of the project would be to do data checking on the files, to make sure 
there are no duplicates or missing dates.  Then write reports that I can give 
to my accountant.

I would appreciate some design help?

Sincerely,

Joe.___
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