ynab4

package
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Published: Aug 10, 2023 License: AGPL-3.0 Imports: 18 Imported by: 0

README

YNAB 4 parser

Import hashes for YNAB 4 always use the entity ID from YNAB 4.

Documentation

Index

Constants

This section is empty.

Variables

This section is empty.

Functions

func Parse

This function parses the comdirect CSV files.

Types

type Account

type Account struct {
	EntityID string `json:"entityId"`
	Note     string `json:"note"`
	OnBudget bool   `json:"onBudget"`
	Hidden   bool   `json:"hidden"`
	Name     string `json:"accountName"`
}

type Budget

type Budget struct {
	BudgetMetaData struct {
		CurrencyLocale language.Tag `json:"currencyLocale"`
	} `json:"budgetMetaData"`
	Transactions          []Transaction          `json:"transactions"`
	MonthlyBudgets        []MonthlyBudget        `json:"monthlyBudgets"`
	Categories            []Category             `json:"masterCategories"`
	ScheduledTransactions []ScheduledTransaction `json:"scheduledTransactions"`
	Payees                []Payee                `json:"payees"`
	Accounts              []Account              `json:"accounts"`
}

This has been converted from testdata/importer/Budget.yfull with the help of https://mholt.github.io/json-to-go/

Unused fields have been removed to keep the struct as small as possible.

type Category

type Category struct {
	SubCategories []SubCategory `json:"subCategories"`
	EntityID      string        `json:"entityId"`
	Name          string        `json:"name"`
	Note          string        `json:"note"`
	Deleted       bool          `json:"isTombstone"`
}

type IDToEnvelope

type IDToEnvelope struct {
	Category string
	Envelope string
}

type IDToEnvelopes

type IDToEnvelopes map[string]IDToEnvelope

IDToEnvelopes maps the ID of a YNAB 4 subcategory to a category and envelope name for Envelope Zero.

type IDToName

type IDToName map[string]string

IDToName is a map of strings to a string.

Use it to map the YNAB 4 Entity IDs to the names to enable easier mapping.

type MonthlyBudget

type MonthlyBudget struct {
	Month                     string                     `json:"month"`
	MonthlySubCategoryBudgets []MonthlySubCategoryBudget `json:"monthlySubCategoryBudgets"`
}

type MonthlySubCategoryBudget

type MonthlySubCategoryBudget struct {
	Budgeted             decimal.Decimal `json:"budgeted"`
	OverspendingHandling string          `json:"overspendingHandling"`
	CategoryID           string          `json:"categoryId"`
	Deleted              bool            `json:"isTombstone"`
}

type Payee

type Payee struct {
	EntityID         string            `json:"entityId"`
	Name             string            `json:"name"`
	RenameConditions []RenameCondition `json:"renameConditions"` // Currently unused, will be relevant for future renaming features in EZ
}

type RenameCondition

type RenameCondition struct {
	Deleted  bool   `json:"isTombstone"`
	Operand  string `json:"operand"`
	Operator string `json:"operator"`
}

type ScheduledTransaction

type ScheduledTransaction struct {
	TwiceAMonthStartDay int             `json:"twiceAMonthStartDay"`
	Amount              decimal.Decimal `json:"amount"`
	Frequency           string          `json:"frequency"`
	AccountID           string          `json:"accountId"`
	TargetAccountID     string          `json:"targetAccountId"` // Used for transfers
	CategoryID          string          `json:"categoryId"`
	Date                string          `json:"date"`
	Accepted            bool            `json:"accepted"`
	PayeeID             string          `json:"payeeId"`
	EntityVersion       string          `json:"entityVersion"`
	Cleared             string          `json:"cleared"`
	Memo                string          `json:"memo"`
	Flag                string          `json:"flag"`
}

TODO: Clean up when implementing https://github.com/envelope-zero/backend/issues/379

type SubCategory

type SubCategory struct {
	EntityID   string `json:"entityId"`
	CategoryID string `json:"masterCategoryId"`
	Name       string `json:"name"`
	Note       string `json:"note"`
	Deleted    bool   `json:"isTombstone"`
}

type Transaction

type Transaction struct {
	EntityID              string          `json:"entityId"`
	Amount                decimal.Decimal `json:"amount"`
	CategoryID            string          `json:"categoryId"`
	Date                  string          `json:"date"`
	Memo                  string          `json:"memo"`
	Deleted               bool            `json:"isTombstone"`
	PayeeID               string          `json:"payeeId"`
	AccountID             string          `json:"accountId"`
	Cleared               string          `json:"cleared"`
	Flag                  string          `json:"flag"` // Currently unused, will be relevant for tagging: https://github.com/envelope-zero/backend/issues/20
	TargetAccountID       string          `json:"targetAccountId"`
	TransferTransactionID string          `json:"transferTransactionId"`
	SubTransactions       []struct {
		CategoryID            string          `json:"categoryId"`
		Amount                decimal.Decimal `json:"amount"`
		Memo                  string          `json:"memo"`
		TargetAccountID       string          `json:"targetAccountId"`
		TransferTransactionID string          `json:"transferTransactionId"`
	} `json:"subTransactions"`
}

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