bvanelli
commented
1 month ago I understand your use case, maybe adding a run_rules on commit would be enough, but it's not optimal because this API tries to mimic adding entries via frontend, and if you add a transaction via frontend, no rule will be run (as far as I could test).
Wouldn't something like this work for you?
from actual import Actual
from datetime import datetime
import decimal
from actual.queries import get_accounts, reconcile_transaction, get_ruleset
csv_data = [["Date", "Payee", "Notes", "Category", "Amount", "Cleared", "imported_ID"]]
URL_ACTUAL = "http://localhost:5006"
PASSWORD_ACTUAL = "mypass"
FILE_ACTUAL = "CSV Importer"
with Actual(base_url=URL_ACTUAL, password=PASSWORD_ACTUAL, file=FILE_ACTUAL) as actual:
accounts = get_accounts(actual.session)
ruleset = get_ruleset(actual.session)
added_transactions = []
for account in accounts:
for row in csv_data:
# here, we define the basic information from the file
date, payee, notes, category, amount, cleared, imported_ID = (
datetime.strptime(row[0], "%Y-%m-%d").date(), # transform to date
row[1],
row[2],
row[3],
decimal.Decimal(row[4]),
row[5] == "Cleared",
row[6],
)
t = reconcile_transaction(
actual.session,
date,
account,
payee,
notes,
category,
amount,
imported_ID,
cleared=cleared,
imported_payee=payee,
already_matched=added_transactions,
)
actual.session.flush() # flush to load the ids and relationships
ruleset.run(t) # run the rule here
added_transactions.append(t)
actual.commit()
tcpr1
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Issue description
I am using reconcile_transaction() to import bank data into Actual. Everything seems to be working fine, but the "rules" funcionality to rename payees do not work.
One thing I also noticed is when I import .ofx or .csv inside Actual, the payee name gets bolded, but it is not the case for the payees names of imported transactions through this API.
Expected behavior
After actual.commit() the newly created transactions should be renamed based on Actual rules automatically.
Installed versions