start work on updating readme
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							| @ -1,20 +1,128 @@ | ||||
| ### Interaction Details | ||||
| * Source Definitions (Maint/Inquire) | ||||
| 
 | ||||
|     * list `/srce_list` | ||||
|     * set `/srce_set` | ||||
| * Maintain source definitions | ||||
|     * List all sources | ||||
|     * change existing | ||||
|     * create new (with optional sample data to pre-poluate) | ||||
|     * option to step into regex config | ||||
| 
 | ||||
| * Regex Instructions (Maint/Inquire) | ||||
| 
 | ||||
|     * list `/regex_list` | ||||
|     * set `/regex_set` | ||||
|     * select source | ||||
|     * list all targets for that source | ||||
|     * either edit existing target or make a new one | ||||
|     * target editing | ||||
|         * for each component of the instruction | ||||
|             * be able to run ad-hoc regex | ||||
|             * add additional components | ||||
| 
 | ||||
| * Cross Reference List (Maint/Inquire) | ||||
| 
 | ||||
|     * list `/map_list`  | ||||
|     * set `/map_set` | ||||
|     * show unampped `/unmapped` | ||||
|      | ||||
|     * for a given regex target | ||||
|     * list all output values (or only not yet mapped) and give oportunity to assign alternate value under a different key | ||||
| 
 | ||||
| * Run Import | ||||
| 
 | ||||
|     * run `/import_csv` takes a csv body | ||||
|     * insert new data | ||||
| 
 | ||||
| ### source definition | ||||
| ``` | ||||
|  srce |                   jsonb_pretty | ||||
| ------+--------------------------------------------------- | ||||
|  hunt | {                                                + | ||||
|       |     "name": "hunt",                              + | ||||
|       |     "source": "client_file",                     + | ||||
|       |     "schemas": {                                 + | ||||
|       |         "default": [                             + | ||||
|       |             {                                    + | ||||
|       |                 "path": "{Date}",                + | ||||
|       |                 "type": "date",                  + | ||||
|       |                 "column_name": "Date"            + | ||||
|       |             },                                   + | ||||
|       |             {                                    + | ||||
|       |                 "path": "{Reference Number}",    + | ||||
|       |                 "type": "numeric",               + | ||||
|       |                 "column_name": "Reference Number"+ | ||||
|       |             },                                   + | ||||
|       |             {                                    + | ||||
|       |                 "path": "{Payee Name}",          + | ||||
|       |                 "type": "text",                  + | ||||
|       |                 "column_name": "Payee Name"      + | ||||
|       |             },                                   + | ||||
|       |             {                                    + | ||||
|       |                 "path": "{Memo}",                + | ||||
|       |                 "type": "text",                  + | ||||
|       |                 "column_name": "Memo"            + | ||||
|       |             },                                   + | ||||
|       |             {                                    + | ||||
|       |                 "path": "{Amount}",              + | ||||
|       |                 "type": "numeric",               + | ||||
|       |                 "column_name": "Amount"          + | ||||
|       |             },                                   + | ||||
|       |             {                                    + | ||||
|       |                 "path": "{Category Name}",       + | ||||
|       |                 "type": "text",                  + | ||||
|       |                 "column_name": "Cateogry Name"   + | ||||
|       |             }                                    + | ||||
|       |         ]                                        + | ||||
|       |     },                                           + | ||||
|       |     "constraint": [                              + | ||||
|       |         "{Date}"                                 + | ||||
|       |     ],                                           + | ||||
|       |     "loading_function": "csv"                    + | ||||
|       | } | ||||
| ``` | ||||
| 
 | ||||
| ### regex definitions | ||||
| 
 | ||||
| ``` | ||||
| srce  |  target  |                                     regex                                      | seq | ||||
| -------+----------+--------------------------------------------------------------------------------+----- | ||||
|  dcard | First 20 | {                                                                             +|   2 | ||||
|        |          |     "name": "First 20",                                                       +| | ||||
|        |          |     "srce": "dcard",                                                          +| | ||||
|        |          |     "regex": {                                                                +| | ||||
|        |          |         "defn": [                                                             +| | ||||
|        |          |             {                                                                 +| | ||||
|        |          |                 "key": "{Description}",                                       +| | ||||
|        |          |                 "map": "y",                                                   +| | ||||
|        |          |                 "flag": "",                                                   +| | ||||
|        |          |                 "field": "f20",                                               +| | ||||
|        |          |                 "regex": ".{1,20}",                                           +| | ||||
|        |          |                 "retain": "y"                                                 +| | ||||
|        |          |             }                                                                 +| | ||||
|        |          |         ],                                                                    +| | ||||
|        |          |         "name": "First 20",                                                   +| | ||||
|        |          |         "where": [                                                            +| | ||||
|        |          |             {                                                                 +| | ||||
|        |          |             }                                                                 +| | ||||
|        |          |         ],                                                                    +| | ||||
|        |          |         "function": "extract",                                                +| | ||||
|        |          |         "description": "pull first 20 characters from description for mapping"+| | ||||
|        |          |     },                                                                        +| | ||||
|        |          |     "sequence": 2                                                             +| | ||||
|        |          | }                                                                              | | ||||
|  hunt  | First 20 | {                                                                             +|   1 | ||||
|        |          |     "name": "First 20",                                                       +| | ||||
|        |          |     "srce": "hunt",                                                           +| | ||||
|        |          |     "regex": {                                                                +| | ||||
|        |          |         "defn": [                                                             +| | ||||
|        |          |             {                                                                 +| | ||||
|        |          |                 "key": "{Memo}",                                              +| | ||||
|        |          |                 "map": "y",                                                   +| | ||||
|        |          |                 "flag": "",                                                   +| | ||||
|        |          |                 "field": "f20",                                               +| | ||||
|        |          |                 "regex": ".{1,20}",                                           +| | ||||
|        |          |                 "retain": "y"                                                 +| | ||||
|        |          |             }                                                                 +| | ||||
|        |          |         ],                                                                    +| | ||||
|        |          |         "name": "First 20",                                                   +| | ||||
|        |          |         "where": [                                                            +| | ||||
|        |          |             {                                                                 +| | ||||
|        |          |             }                                                                 +| | ||||
|        |          |         ],                                                                    +| | ||||
|        |          |         "function": "extract",                                                +| | ||||
|        |          |         "description": "pull first 20 characters from description for mapping"+| | ||||
|        |          |     },                                                                        +| | ||||
|        |          |     "sequence": 1                                                             +| | ||||
|        |          | }                                                                              | | ||||
| ``` | ||||
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