Name NLB uploads, delete statements, and stop importing on upload

Four changes to statement handling in the web app, made together and
touching the same upload and statements-list code.

Name NLB uploads by statement date. parser.Namer is an optional
interface, like Warner, through which a parser names its statements;
nlb reads the "Datum izpiska" from the izpisek header and names it
izpisek_YYYY_MM_DD, lowercase, extension included -- ported from the
rename_izpiski.py it replaces. Uploads are staged as dotfiles, invisible
to import, so the parser can read them; two downloads of one statement
then meet under one name and the second is recognised as already there,
while a different statement of the same date is numbered _2 as the
script did. Only uploads are named: source_files records statements by
path, so renaming a file already in a folder would orphan its rows.

Delete a statement from the statements list. The file is removed from
disk for good -- the page says so before it asks -- and
store.ForgetSourceFile drops its transactions and their transfer rows.
A row two overlapping statements share is stored once, under the file
imported first, so it goes too; the account's other statements forget
their checksums and show as changed until the next Import re-reads them
and restores it. A file already gone from disk can be forgotten.

Upload and delete no longer import. Importing stays the user's call,
made with the Import button, so a batch can be put together and looked
over first. Delete still re-pairs transfers, which reads no statement.

Show rows and new rows per statement. The list read "0" for a file
whose rows an earlier, overlapping statement already held, which looked
like a file that failed to parse. source_files now records how many
transactions each statement holds, and the list reads "3 rows · 0 new".

This adds a column the code reads, so an index built by an earlier
version fails with "no such column: s.rows": delete index.db and import
again.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
This commit is contained in:
2026-10-02 21:48:29 +02:00
co-authored by Claude Opus 5.5
parent 9ad6c05f9a
commit a5f7541980
12 changed files with 652 additions and 146 deletions
+33 -10
View File
@@ -102,8 +102,7 @@ money config # which data root is in use, and why
An account folder appears in the app only once its statements have been
imported — creating an `account.toml` is not enough on its own. Run
`money import` (or press Import in the web app) after adding one, or add its
first statements from the Accounts screen, which imports them as it saves them.
`money import` (or press Import in the web app) after adding one.
`--uniq` turns `ls` into a list of patterns still to write rather than a list of
rows to read: one line per distinct description, since fifty visits to the same
@@ -178,21 +177,35 @@ folder, with what the index made of it:
| `•` not imported | new since the last import — or an import tried and failed, in which case the error is in the import report |
| `✗` gone from disk | imported once, then removed; its transactions stay in the index only until it is rebuilt |
**Added** is how many transactions the file brought in. Statements that overlap
share rows, and a shared row counts towards whichever file was imported first,
so a later statement covering the same days can add fewer rows than it holds.
**Transactions** reads like `3 rows · 0 new`: how many transactions the file
holds, then how many of them it was the first to bring in. Statements that
overlap share rows, and a shared row is stored once, under whichever file was
imported first — so a later statement covering the same days shows fewer new
rows than it holds, down to `0 new` when an earlier one already had them all.
That is deduplication working, not a file that failed to parse.
Click a file name to open it. PDFs and CSVs open in the browser; anything else
downloads. Only files import would read are listed or served — not
`account.toml`, dotfiles, or anything outside an account's `include` patterns.
**Delete** removes a statement from disk for good — there is no copy kept
and no undo, so keep the bank's original if you might want it back. Its
transactions leave the index, and transfers that used them lose their pairing:
the other leg shows as unpaired, which is the truth once one side is gone.
Deleting does not import. A row that an overlapping statement also contains goes
too, for now: the account's other statements are marked *changed*, and the next
**Import** re-reads them and puts it back. For a file already gone from disk the
button says **Forget** and only clears the index.
### Adding statements from the browser
The Accounts screen (`1`) has an **Add statements** panel: pick the account,
drop files on it (or click to choose them) and press **Upload and import**. The
files are saved into that account's folder, exactly where you would have copied
them by hand, and then imported — the folder stays the source of truth, so
deleting `index.db` and re-importing still gets everything back.
drop files on it (or click to choose them) and press **Upload**. The files are
saved into that account's folder, exactly where you would have copied them by
hand — the folder stays the source of truth, so deleting `index.db` and
re-importing still gets everything back. Uploading does not import: the files
wait on the statements list as *not imported* until you press **Import**, so you
can put a batch together and look it over first.
An upload never replaces a statement. A file whose name is already in the folder
is skipped if its contents are identical and refused if they differ; rename it
@@ -202,6 +215,16 @@ too, and a batch with one bad file writes none of them. The folder itself must
already exist with an `account.toml`: an upload adds statements to an account,
it does not create one.
Some banks name their downloads unhelpfully, so a parser may name the statement
instead. An NLB izpisek is saved as `izpisek_YYYY_MM_DD.pdf` after the *Datum
izpiska* in its header — lowercase throughout, extension included — so the
folder sorts by date and the status line says what each file became. Downloading
the same statement twice then lands on the same name and is recognised as
already there; a different statement with the same date (a reissue) is numbered
`_2`, `_3` rather than refused. A statement with no date it can find keeps its
own name. Only uploads are named — files already in a folder are never renamed,
since the index records them by path.
### Keys
| Key | Action |
@@ -654,7 +677,7 @@ nothing else to configure — `parser` names one of these and that is all.
| `parser` | Statement | Notes |
| --- | --- | --- |
| `nlb` | NLB izpisek PDF | Wrapped descriptions are folded in from continuation lines, and the IBAN column is appended to the description. |
| `nlb` | NLB izpisek PDF | Wrapped descriptions are folded in from continuation lines, and the IBAN column is appended to the description. Uploads are saved as `izpisek_YYYY_MM_DD.pdf` after the statement date. |
| `traderepublic` | Trade Republic PDF | Handles both the single-line and the stacked layout by measuring column positions. |
| `revolut` | `account-statement*.csv` | Skips non-COMPLETED rows, folds the fee into the amount. |