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644 lines
40 KiB
644 lines
40 KiB
{% extends "./layout/default" %}
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{% block content %}
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<div class="container">
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<div class="row">
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<div class="col-12">
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</div>
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</div>
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<div class="row">
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<div class="col-lg-10 offset-lg-1">
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<h1>{{ mainTitle }}</h1>
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</div>
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</div>
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<div class="row">
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<div class="col-lg-10 offset-lg-1">
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<div class="card">
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<div class="card-header">
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{{ subTitle }}
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</div>
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<div class="card-body">
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{% if 'csv' == flow %}
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<p>
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TODO files come in many shapes and forms. Some of the most important settings are below.
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They
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apply
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to all lines in the file, and what to do with double lines or troubles during the
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import.
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If you would like some support, <a
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href="https://docs.firefly-iii.org/csv/usage/configure/"
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target="_blank">TODO check out the documentation for this
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page.</a>
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</p>
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{% endif %}
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{% if 'nordigen' == flow %}
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<p>
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TODO nordigen
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</p>
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{% endif %}
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{% if 'spectre' == flow %}
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<p>
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TODO spectre
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</p>
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{% endif %}
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</div>
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</div>
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</div>
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</div>
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{% if not errors.isEmpty %}
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<div class="row mt-3">
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<div class="col-lg-10 offset-lg-1">
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<div class="card">
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<div class="card-header">
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Errors :(
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</div>
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<div class="card-body">
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<p class="text-danger">Some error(s) occurred:</p>
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<ul>
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{% for error in errors.all %}
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<li class="text-danger">{{ error }}</li>
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{% endfor %}
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</ul>
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</div>
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</div>
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</div>
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</div>
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{% endif %}
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<form method="post" action="{{ route('004-configure.post') }}" accept-charset="UTF-8" id="store">
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<input type="hidden" name="_token" value="{{ csrf_token() }}"/>
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<input type="hidden" name="flow" value="{{ flow }}"/>
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<div class="row mt-3">
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<div class="col-lg-10 offset-lg-1">
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<div class="card">
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<div class="card-header">
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Form
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</div>
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<div class="card-body">
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{% if 'nordigen' == flow or 'spectre' == flow %}
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<h4>{{ flow|capitalize }} import options</h4>
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<div class="form-group row">
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<div class="col-sm-3">Accounts</div>
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<div class="col-sm-9">
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<table class="table table-sm table-bordered table-striped">
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<thead>
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<tr>
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<th>{{ flow|capitalize }}</th>
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<th> </th>
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<th>Firefly III</th>
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</tr>
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</thead>
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<tbody>
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{% for information in importerAccounts %}
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<tr>
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<td>
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{% if 'nordigen' == flow %}
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<input
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id="do_import_{{ information.import_service.identifier }}"
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type="checkbox"
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{% if 'disabled' == information.import_service.status %}
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disabled="disabled"
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{% endif %}
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name="do_import[{{ information.import_service.identifier }}]"
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value="1"
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aria-describedby="accountsHelp"
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{% if(information.firefly|length==0) %}disabled="disabled"{% endif %}
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/> <label class="form-check-label"
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{% if '' != information.import_service.iban %}title="IBAN: {{ information.import_service.iban }}"{% endif %}
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for="do_import_{{ information.import_service.identifier }}">
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Account "{{ information.import_service.getFullName }}"
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</label>
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{% if 'disabled' != information.import_service.status and '' != information.import_service.iban %}
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<br><small>
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IBAN: {{ information.import_service.iban }}</small>{% endif %}
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{% if 'disabled' == information.import_service.status %}<br>
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<small class="text-danger">(this account is
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disabled)</small>{% endif %}
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{% endif %}
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{% if 'spectre' == flow %}
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<input
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id="do_import_{{ information.import_service.id }}"
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type="checkbox"
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name="do_import[{{ information.import_service.id }}]"
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value="1"
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aria-describedby="accountsHelp"
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{% if(information.firefly|length==0) %}disabled="disabled"{% endif %}
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/> <label class="form-check-label"
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{% if '' != information.import_service.iban %}title="IBAN: {{ information.import_service.iban }}"{% endif %}
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for="do_import_{{ information.import_service.id }}">
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Account "{{ information.import_service.name }}"
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</label>
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{% if '' != information.import_service.iban %}
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<br><small>
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IBAN: {{ information.import_service.iban }}</small>{% endif %}
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{% endif %}
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</td>
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<td>
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{% if 'disabled' != information.import_service.status %}
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{% if(information.firefly|length!=0) %}→{% endif %}
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{% endif %}
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</td>
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<td>
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{% if(information.firefly|length==0) %}
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<span class="text-danger">Cannot be imported</span>
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{% endif %}
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{% if(information.firefly|length>0) %}
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{% if 'disabled' != information.import_service.status %}
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<select style="width:100%;"
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class="custom-select custom-select-sm form-control"
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name="accounts[{{ information.import_service.identifier }}]">
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{% for ff3Account in information.firefly %}
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{# {% if configuration.getAccounts[spectreAccount.id] == ff3Account.id %}selected{% endif %} #}
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<option value="{{ ff3Account.id }}"
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label="{{ ff3Account.name }}{% if ff3Account.iban %} ({{ ff3Account.iban }}){% endif %}">
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{{ ff3Account.name }}{% if ff3Account.iban %} ({{ ff3Account.iban }}){% endif %}
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</option>
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{% endfor %}
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</select>
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{% endif %}
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{% endif %}
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</td>
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</tr>
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{% endfor %}
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</tbody>
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</table>
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<small id="accountsHelp" class="form-text text-muted">
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Select the accounts you want to import into your Firefly III installation.
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</small>
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</div>
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</div>
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{% endif %}
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{% if 'csv' == flow %}
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<h5>File options</h5>
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<div class="form-group row mb-3">
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<div class="col-sm-3">Headers</div>
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<div class="col-sm-9">
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<div class="form-check">
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<input class="form-check-input"
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{% if configuration.isHeaders %}checked{% endif %} type="checkbox"
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id="headers" name="headers" value="1" aria-describedby="headersHelp">
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<label class="form-check-label" for="headers">
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Yes
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</label><br>
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<small id="headersHelp" class="form-text text-muted">
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Select this checkbox when your CSV file has headers on the first line of
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the TODO
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file.
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</small>
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</div>
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</div>
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</div>
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<div class="form-group row mb-3">
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<div class="col-sm-3">Convert to UTF-8</div>
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<div class="col-sm-9">
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<div class="form-check">
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<input class="form-check-input"
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{% if configuration.isConversion %}checked{% endif %} type="checkbox"
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id="conversion" name="conversion" value="1"
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aria-describedby="conversionHelp">
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<label class="form-check-label" for="conversion">
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Yes
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</label><br>
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<small id="conversionHelp" class="form-text text-muted">
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Try to convert your TODO file to UTF-8. May lead to weird characters.
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</small>
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</div>
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</div>
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</div>
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<div class="form-group row mb-3">
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<label for="delimiter" class="col-sm-3 col-form-label">CSV delimiter</label>
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<div class="col-sm-9">
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<select id="delimiter" name="delimiter" class="form-control"
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aria-describedby="delimiterHelp">
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<option value="comma"
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{% if configuration.getDelimiter == 'comma' %}selected{% endif %}
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label="A comma (,)">A comma (,)
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</option>
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<option value="semicolon"
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{% if configuration.getDelimiter == 'semicolon' %}selected{% endif %}
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label="A semicolon (;)">A semicolon (;)
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</option>
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<option value="tab"
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{% if configuration.getDelimiter == 'tab' %}selected{% endif %}
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label="A tab (invisible)">A tab (invisible)
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</option>
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</select>
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<small id="delimiterHelp" class="form-text text-muted">
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Select the field separator of our CSV file. This is almost always a comma.
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TODO
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</small>
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</div>
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</div>
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<div class="form-group row mb-3">
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<label for="date" class="col-sm-3 col-form-label">Date format</label>
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<div class="col-sm-9">
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<input type="text" name="date" class="form-control" id="date"
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placeholder="Date format"
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value="{{ configuration.getDate|default('Y-m-d') }}"
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aria-describedby="dateHelp">
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<small id="dateHelp" class="form-text text-muted">
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Use this box to set the date format as it can be found in your file. You can
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use
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the format as described
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<a href="https://www.php.net/manual/en/function.date.php">on this page</a>.
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Don't stop playing with this setting until <strong
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id="date_example">1984-09-17</strong> matches what you see in your
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CSV file.
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</small>
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</div>
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</div>
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{% endif %}
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<h4>Import options</h4>
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<div class="form-group row mb-3">
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<label for="default_account" class="col-sm-3 col-form-label">Default import
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account</label>
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<div class="col-sm-9">
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<select id="default_account" name="default_account" class="form-control"
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aria-describedby="defaultAccountHelp">
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{% for accountGroup, accountList in accounts %}
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<optgroup label="{{ accountGroup }}">
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{% for account in accountList %}
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<option
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{% if configuration.getDefaultAccount == account.id %}selected{% endif %}
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value="{{ account.id }}"
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label="{{ account.name }}">{{ account.name }}</option>
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{% endfor %}
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</optgroup>
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{% endfor %}
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</select>
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<small id="defaultAccountHelp" class="form-text text-muted">
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Select the asset account you want to link transactions to, if your import
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doesn't have enough meta data to determine this.
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</small>
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</div>
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</div>
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<div class="form-group row mb-3">
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<div class="col-sm-3">Rules</div>
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<div class="col-sm-9">
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<div class="form-check">
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<input class="form-check-input"
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{% if configuration.isRules or null == configuration %}checked{% endif %}
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type="checkbox" id="rules" name="rules" value="1"
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aria-describedby="rulesHelp">
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<label class="form-check-label" for="rules">
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Yes
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</label>
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<small id="rulesHelp" class="form-text text-muted">
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<br>Select if you want Firefly III to apply your rules to the import.
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</small>
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</div>
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</div>
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</div>
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<div class="form-group row mb-3">
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<div class="col-sm-3">Import tag</div>
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<div class="col-sm-9">
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<div class="form-check">
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<input class="form-check-input"
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{% if configuration.isAddImportTag or null == configuration %}checked{% endif %}
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type="checkbox" id="rules" name="add_import_tag" value="1"
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aria-describedby="add_import_tagHelp">
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<label class="form-check-label" for="rules">
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Yes
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</label>
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<small id="add_import_tagHelp" class="form-text text-muted">
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<br>When selected Firefly III will add a tag to each imported transaction
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denoting the import; this groups your import under a tag.
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</small>
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</div>
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</div>
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</div>
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{% if 'nordigen' == flow or 'spectre' == flow %}
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<div class="form-group row mb-3">
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<div class="col-sm-3">Map data</div>
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<div class="col-sm-9">
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<div class="form-check">
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<input class="form-check-input"
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{% if configuration.isMapAllData %}checked{% endif %} type="checkbox"
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id="map_all_data"
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name="map_all_data" value="1" aria-describedby="mapAllDataHelp">
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<label class="form-check-label" for="map_all_data">
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Yes
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</label>
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<small id="mapAllDataHelp" class="form-text text-muted">
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<br>You get the opportunity to link your TODO data to existing Firefly
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III
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data, for a cleaner import.
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</small>
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</div>
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</div>
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</div>
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<div class="form-group row mb-3">
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<label for="default_account" class="col-sm-3 col-form-label">Date range</label>
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<div class="col-sm-9">
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<div class="form-check">
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<input class="form-check-input date-range-radio" id="date_range_all"
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type="radio" name="date_range" value="all"
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{% if configuration.getDateRange == 'all' %}checked{% endif %}
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aria-describedby="rangeHelp"/>
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<label class="form-check-label" for="date_range_all">Import
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everything</label>
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</div>
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<div class="form-check">
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<input class="form-check-input date-range-radio" id="date_range_partial"
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type="radio" name="date_range"
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value="partial"
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{% if configuration.getDateRange == 'partial' %}checked{% endif %}
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aria-describedby="rangeHelp"/>
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<label class="form-check-label" for="date_range_partial">Go back some
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time</label>
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</div>
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<div class="form-check">
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<input class="form-check-input date-range-radio" id="date_range_range"
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type="radio" name="date_range" value="range"
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{% if configuration.getDateRange == 'range' %}checked{% endif %}
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aria-describedby="rangeHelp"/>
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<label class="form-check-label" for="date_range_range">Import a specific
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range</label>
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<small id="rangeHelp" class="form-text text-muted">
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<br>What range to grab from your bank through Nordigen?
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</small>
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</div>
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</div>
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</div>
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<div class="form-group row mb-3" id="date_range_partial_settings">
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<div class="col-sm-3">
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Date range settings
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</div>
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<div class="col-sm-3">
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<input
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name="date_range_number"
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id="date_range_number"
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class="form-control" value="{{ configuration.getDateRangeNumber }}"
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type="number" step="1" min="1" max="365">
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</div>
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<div class="col-sm-6">
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<select class="form-control"
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name="date_range_unit"
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id="date_range_unit">
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<option {% if 'd' == configuration.getDateRangeUnit %}selected{% endif %}
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value="d" label="days">days
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</option>
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<option {% if 'w' == configuration.getDateRangeUnit %}selected{% endif %}
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value="w" label="weeks">weeks
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</option>
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<option {% if 'm' == configuration.getDateRangeUnit %}selected{% endif %}
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value="m" label="months">months
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</option>
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<option {% if 'y' == configuration.getDateRangeUnit %}selected{% endif %}
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value="y" label="years">years
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</option>
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</select>
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</div>
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</div>
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<div class="form-group row mb-3" id="date_range_range_settings">
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<div class="col-sm-3">
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Date range settings
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</div>
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<div class="col-sm-4">
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<input type="date" name="date_not_before" class="form-control"
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value="{{ configuration.getDateNotBefore }}">
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</div>
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<div class="col-sm-4">
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<input type="date" name="date_not_after" class="form-control"
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value="{{ configuration.getDateNotAfter }}">
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</div>
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</div>
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{% endif %}
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<h4>Duplicate transaction detection</h4>
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<div class="col-sm-9 offset-sm-3">
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<p class="text-muted">
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Firefly III can automatically detect duplicate transactions. This is pretty
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foolproof. TODO
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In some special cases however,
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you want more control over this process. Read more about the options below in <a
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href="https://docs.firefly-iii.org/csv/usage/configure/" target="_blank">the
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documentation</a>.
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</p>
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</div>
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<div class="form-group row mb-3">
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<label for="X" class="col-sm-3 col-form-label">General detection options</label>
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<div class="col-sm-9">
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<div class="form-check">
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<input class="form-check-input"
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{% if configuration.isIgnoreDuplicateLines or null == configuration %}checked{% endif %}
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type="checkbox" value="1" id="ignore_duplicate_lines"
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name="ignore_duplicate_lines" aria-describedby="duplicateHelp">
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<label class="form-check-label" for="ignore_duplicate_lines">
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Do not import duplicate lines in the import.
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</label>
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<br>
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<small class="form-text text-muted" id="duplicateHelp">
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Whatever method you choose ahead, it's smart to make the importer ignore any
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duplicated lines in your CSV file. TODO
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</small>
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</div>
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|
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</div>
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</div>
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|
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<div class="form-group row mb-3">
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<label for="duplicate_detection_method" class="col-sm-3 col-form-label">Detection
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method</label>
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|
<div class="col-sm-9">
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<select id="duplicate_detection_method" name="duplicate_detection_method"
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class="form-control" aria-describedby="duplicate_detection_method_help">
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<option label="No duplicate detection"
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{% if configuration.getDuplicateDetectionMethod == 'none' %}selected{% endif %}
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value="none">No duplicate detection
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</option>
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<option label="Content-based"
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{% if configuration.getDuplicateDetectionMethod == 'classic' %}selected{% endif %}
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value="classic">Content-based detection
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</option>
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<option label="Identifier-based"
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{% if configuration.getDuplicateDetectionMethod == 'cell' %}selected{% endif %}
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value="cell">Identifier-based detection
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|
</option>
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</select>
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|
<small id="duplicate_detection_method_help" class="form-text text-muted">
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|
For more details on these detection method see <a
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href="https://docs.firefly-iii.org/csv/usage/configure/#duplicate-transaction-detection"
|
|
target="_blank">the documentation</a>. If you're not sure, select
|
|
"content-based" detection.
|
|
</small>
|
|
</div>
|
|
</div>
|
|
{% if 'csv' == flow %}
|
|
<div class="form-group row mb-3" id="unique_column_index_holder">
|
|
<label for="unique_column_index" class="col-sm-3 col-form-label">Unique column
|
|
index</label>
|
|
<div class="col-sm-9">
|
|
<input type="number" step="1" name="unique_column_index" class="form-control"
|
|
id="unique_column_index" placeholder="Column index"
|
|
value="{{ configuration.getUniqueColumnIndex }}"
|
|
aria-describedby="unique_column_index_help">
|
|
<small id="unique_column_index_help" class="form-text text-muted">
|
|
This field is only relevant for the "identifier-based" detection option.
|
|
Indicate which column contains the unique identifier. Start counting from
|
|
zero!
|
|
</small>
|
|
</div>
|
|
</div>
|
|
|
|
<div class="form-group row" id="unique_column_type_holder">
|
|
<label for="unique_column_type" class="col-sm-3 col-form-label">Unique column
|
|
type</label>
|
|
<div class="col-sm-9">
|
|
<select id="unique_column_type" name="unique_column_type" class="form-control"
|
|
aria-describedby="unique_column_type_help">
|
|
{% for columnType, columnName in config('csv.unique_column_options') %}
|
|
<option label="{{ columnName }}"
|
|
{% if configuration.getUniqueColumnType == columnType %}selected{% endif %}
|
|
value="{{ columnType }}">{{ columnName }}</option>
|
|
{% endfor %}
|
|
</select>
|
|
|
|
<small id="unique_column_type_help" class="form-text text-muted">
|
|
This field is only relevant for the "identifier-based" detection option.
|
|
Select
|
|
the type of value you expect in
|
|
the unique identifier. What must Firefly III search for?
|
|
</small>
|
|
</div>
|
|
</div>
|
|
{% endif %}
|
|
|
|
<h4>Other options</h4>
|
|
<div class="form-group row mb-3">
|
|
<div class="col-sm-3">Skip form</div>
|
|
<div class="col-sm-9">
|
|
<div class="form-check">
|
|
<input class="form-check-input"
|
|
{% if configuration.isSkipForm %}checked{% endif %} type="checkbox"
|
|
id="skip_form" name="skip_form" value="1" aria-describedby="skipHelp">
|
|
<label class="form-check-label" for="skip_form">
|
|
Yes
|
|
</label>
|
|
<small id="skipHelp" class="form-text text-muted">
|
|
<br>Skip the options the next time you import and go straight to processing.
|
|
</small>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<div class="row">
|
|
<div class="col-lg-12">
|
|
<button type="submit" class="float-end btn btn-primary">Submit →</button>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</form>
|
|
|
|
<div class="row mt-3">
|
|
<div class="col-lg-10 offset-lg-1">
|
|
<div class="card">
|
|
<div class="card-body">
|
|
<div class="btn-group btn-group-sm">
|
|
<a href="{{ route('back.upload') }}" class="btn btn-secondary"><span
|
|
class="fas fa-arrow-left"></span> Go back to upload</a>
|
|
<a href="{{ route('flush') }}" class="btn btn-danger btn-sm"><span
|
|
class="fas fa-redo-alt"></span> Start over</a>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<p> </p>
|
|
<p> </p><p> </p>
|
|
|
|
{% endblock %}
|
|
{% block scripts %}
|
|
<script type="text/javascript">
|
|
|
|
// some basic triggers for the duplicate options.
|
|
|
|
var phpFormatRoute = '{{ route('004-configure.php_date') }}';
|
|
$(document).ready(function () {
|
|
updateDateExample();
|
|
linkToTriggers();
|
|
triggerDetectionMethod();
|
|
|
|
// date range
|
|
$('#date_range_partial_settings').hide();
|
|
$('#date_range_range_settings').hide();
|
|
$('.date-range-radio').on('change', updateRange);
|
|
updateRange();
|
|
});
|
|
|
|
function linkToTriggers() {
|
|
$('#duplicate_detection_method').on('change', triggerDetectionMethod);
|
|
}
|
|
|
|
function triggerDetectionMethod() {
|
|
var value = $('#duplicate_detection_method').val();
|
|
console.log('trigger change, value is')
|
|
console.log(value);
|
|
if ('none' === value) {
|
|
$('#unique_column_index_holder').hide();
|
|
$('#unique_column_type_holder').hide();
|
|
}
|
|
if ('classic' === value) {
|
|
$('#unique_column_index_holder').hide();
|
|
$('#unique_column_type_holder').hide();
|
|
}
|
|
if ('cell' === value) {
|
|
$('#unique_column_index_holder').show();
|
|
$('#unique_column_type_holder').show();
|
|
}
|
|
}
|
|
|
|
function updateRange() {
|
|
var check = $('input[name="date_range"]:checked');
|
|
if ('partial' === check.val()) {
|
|
$('#date_range_partial_settings').show();
|
|
$('#date_range_range_settings').hide();
|
|
}
|
|
|
|
if ('range' === check.val()) {
|
|
$('#date_range_partial_settings').hide();
|
|
$('#date_range_range_settings').show();
|
|
}
|
|
if ('all' === check.val()) {
|
|
$('#date_range_partial_settings').hide();
|
|
$('#date_range_range_settings').hide();
|
|
}
|
|
}
|
|
|
|
``
|
|
|
|
function updateDateExample() {
|
|
$('#date_example').text('...');
|
|
var format = $('#date').val();
|
|
$.getJSON(phpFormatRoute, {format: format}).done(function (data) {
|
|
$('#date_example').text(data.result);
|
|
}).fail(function () {
|
|
$('#date_example').text(':(');
|
|
});
|
|
}
|
|
|
|
$('#date').on('change', updateDateExample);
|
|
</script>
|
|
{% endblock %}
|