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Attachment file path is not included in CSV import/export (I'm making a receipt program) #2294

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user8446 opened this issue Jan 2, 2020 · 10 comments
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@user8446
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user8446 commented Jan 2, 2020

When doing a CSV import or export, attachment paths are not included or supported.

I'm making a receipt and invoice program that will do the OCR on receipts and invoices and put everything into a CSV ready to import into MMEX, eliminating all of the manual data entry and manually attaching the receipt or invoice to the transaction.

I can have the attachment automatically moved into the same MMEX archive folder and have the attachment file path put into the CSV so it can be directly opened in MMEX. As it is now I can only put the path into the notes section in which you would either have to copy/paste it into file explorer or manually navigate to it and open it to view it.

I'm making this for internal use but as soon as it's up and running I'll modify it for general purpose use so anyone can use it with MMEX.

@user8446
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user8446 commented Jan 3, 2020

Hi @vomikan The BUG label should probably be added also as attachments should have already been included in CSV import

@user8446 user8446 changed the title Attachment path is not included in CSV import/export (I'm making a receipt program) Attachment file path is not included in CSV import/export (I'm making a receipt program) Jan 3, 2020
@vomikan
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vomikan commented Jan 3, 2020

@user8446
In this sample I've added first available file name.
Question: what is the best solution here?

image

@user8446
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user8446 commented Jan 7, 2020

@vomikan
Hi, basically the attachment path would be an available field. That way, after import to view the attachment in MMEX all that would need to be done is click on "open attachments". The only field to put it in now would be "notes":
import screenshot

@vomikan vomikan self-assigned this Jan 26, 2020
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vomikan commented Jan 26, 2020

I've added code for attachments file path but all attachments has description

image

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@vomikan
That's great! If the attachment description will be a field then it can easily be populated with the payee, the word "receipt", the date, user defined, etc. on CSV import.
If not, a generic pre-populated title would even work such as "attachment".

vomikan added a commit that referenced this issue Apr 10, 2020
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vomikan commented May 11, 2020

@user8446

Returning to this question ....
I've developed an export to JSON file. This feature is available in v1.3.4
In this format, the entirety of the data. There are no restrictions with the account currency, with transfers.
It is very difficult to make an adequate import from csv, given the diversity of formats.
JSON import not release yet.... To be developed.

@user8446
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@vomikan
Thank you and looking forward to the JSON import! As it develops please have the attachment field available for import. A path or URL to the receipt location can be put there and users can easily click to instantly take them to the receipt image.

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vomikan commented May 11, 2020

@user8446 FYI
WebApp has such functions like attachments import.
Look at this app too, it is very interesting. If more details are required, then I am ready to provide as ell as the author @gabriele-v, I am sure.

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gabriele-v commented May 11, 2020

I agree with @vomikan, actually I think WebApp could be the closer thing that we have in MMEX to an Open JSON API. If you are a developer and look at MMEX Desktop WebApp integration code and WebApp itself (mainly services.php and functions.php), you should be able to replicate an embedded webserver in your application and act as a "fake" WebApp. It should be much easier and "strict" than a CSV or JSON.

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Thanks a bunch for the information... I will explore the WebApp

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