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New account shape #72

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klequis opened this issue Jun 3, 2021 · 0 comments
Open

New account shape #72

klequis opened this issue Jun 3, 2021 · 0 comments
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enhancement New feature or request

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@klequis
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klequis commented Jun 3, 2021

Goal: Separate account and import profile such that 1 import profile can be used with many accounts.

This will allow import profiles to be developed for different institutions. It is not proven yet that a given combination of institution & account type have a consistent profile.

account

{
    _id: ObjectId,
    acctId: String,
    institution: String, // (e.g., "chase")
    acctType: String, // (e.g., "cc", "chk")
}

importProfile

Other current account properties will be moved to inst profile (what to call it?)

{
    _id: ObjectID,
    _mapId: String, // (e.g., "chase.chk", "citi.cc")
    hasHeaders: Boolean,
    colMap: Object {
        date: Int,
        description: Int,
        debit: Int,
        credit: Int,
    }
}

There used to be other properties such as type & check number. Not sure what no current accounts have these props?

@klequis klequis changed the title **New account shape** New account shape Jun 3, 2021
@klequis klequis added the enhancement New feature or request label Jun 3, 2021
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