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2003-02-04 Benoit Gr�goire <bock@step.polymtl.ca>
* src/import-export/import-backend.c: Add heuristic for duplicate matching by check number. * doc/README.OFX: Update git-svn-id: svn+ssh://svn.gnucash.org/repo/gnucash/trunk@7945 57a11ea4-9604-0410-9ed3-97b8803252fd
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@ -1,3 +1,8 @@
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2003-02-04 Benoit Grégoire <bock@step.polymtl.ca>
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* src/import-export/import-backend.c: Add heuristic for duplicate matching by check number.
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* doc/README.OFX: Update
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2003-02-04 Derek Atkins <derek@ihtfp.com>
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2003-02-04 Derek Atkins <derek@ihtfp.com>
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* src/import-export/qif-import/qif-file.scm: mark "splits" as negative
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* src/import-export/qif-import/qif-file.scm: mark "splits" as negative
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@ -56,8 +56,8 @@ Implemented features (some of these are from the generic import module):
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-Commodity import and matching, for investment transactions.
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-Commodity import and matching, for investment transactions.
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-Transaction duplicate detection, using the unique OFX transaction ID. Even if
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-Transaction duplicate detection, using the unique OFX transaction ID. Even if
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downloaded twice, transactions are only imported once.
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downloaded twice, transactions are only imported once.
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-Transaction duplicate detection, using amount, date, full or partial memo,
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-Transaction duplicate detection, using amount, date, check number,
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full or partial description.
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full or partial memo, full or partial description.
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-"Destination" account matching, using exact string match on either
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-"Destination" account matching, using exact string match on either
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memo or description.
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memo or description.
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-Saves ALL transaction data currently supported by LibOFX.
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-Saves ALL transaction data currently supported by LibOFX.
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@ -66,7 +66,9 @@ Implemented features (some of these are from the generic import module):
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-Files containing multiple statements are supported, and transactions can
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-Files containing multiple statements are supported, and transactions can
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be matched at the same time.
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be matched at the same time.
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4.The import process and transaction matching----------
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4.The import process and transaction matching
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----------
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First, you must successfully download an OFX response file from your bank.
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First, you must successfully download an OFX response file from your bank.
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@ -493,8 +493,23 @@ static void split_find_match (GNCImportTransInfo * trans_info,
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/*DEBUG("heuristics: probability - 10 (date)"); */
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/*DEBUG("heuristics: probability - 10 (date)"); */
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}
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}
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/* Check number heuristics */
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if(strlen(xaccTransGetNum(gnc_import_TransInfo_get_trans (trans_info)))!=0)
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{
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if((strcmp(xaccTransGetNum
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(gnc_import_TransInfo_get_trans (trans_info)),
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xaccTransGetNum(xaccSplitGetParent(split)))
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==0))
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{
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/*An exact match of the Check number gives a +5 */
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prob = prob+5;
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/*DEBUG("heuristics: probability + 5 (Check number)");*/
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}
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}
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/* Memo heuristics */
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/* Memo heuristics */
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if(strlen(xaccSplitGetMemo(gnc_import_TransInfo_get_fsplit (trans_info)))!=0)
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{
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if((strcmp(xaccSplitGetMemo(gnc_import_TransInfo_get_fsplit (trans_info)),
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if((strcmp(xaccSplitGetMemo(gnc_import_TransInfo_get_fsplit (trans_info)),
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xaccSplitGetMemo(split))
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xaccSplitGetMemo(split))
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==0))
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==0))
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@ -515,8 +530,11 @@ static void split_find_match (GNCImportTransInfo * trans_info,
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prob = prob+1;
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prob = prob+1;
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/*DEBUG("heuristics: probability + 1 (memo)"); */
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/*DEBUG("heuristics: probability + 1 (memo)"); */
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}
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}
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}
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/* Description heuristics */
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/* Description heuristics */
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if(strlen(xaccTransGetDescription(gnc_import_TransInfo_get_trans (trans_info)))!=0)
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{
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if((strcmp(xaccTransGetDescription
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if((strcmp(xaccTransGetDescription
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(gnc_import_TransInfo_get_trans (trans_info)),
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(gnc_import_TransInfo_get_trans (trans_info)),
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xaccTransGetDescription(xaccSplitGetParent(split)))
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xaccTransGetDescription(xaccSplitGetParent(split)))
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@ -540,12 +558,14 @@ static void split_find_match (GNCImportTransInfo * trans_info,
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prob = prob+1;
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prob = prob+1;
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/*DEBUG("heuristics: probability + 1 (description)"); */
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/*DEBUG("heuristics: probability + 1 (description)"); */
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}
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}
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}
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/*Online id punishment*/
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if ((gnc_import_get_trans_online_id(xaccSplitGetParent(split))!=NULL) &&
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if ((gnc_import_get_trans_online_id(xaccSplitGetParent(split))!=NULL) &&
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(strlen(gnc_import_get_trans_online_id(xaccSplitGetParent(split)))>0))
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(strlen(gnc_import_get_trans_online_id(xaccSplitGetParent(split)))>0))
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{
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{
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/* If the pref is to show match even with online ID's,
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/* If the pref is to show match even with online ID's,
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puninsh the transaction with online if */
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puninsh the transaction with online id */
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prob = prob-3;
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prob = prob-3;
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}
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}
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