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plan/api.markdown
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plan/api.markdown
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## /source
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| end-point | method | body type | body | return |
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| --------- | ------ | --------- | ----------- | ------------------------------------------ |
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| source | GET | JSON | | source.json |
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| source | POST | JSON | source.json | {"status":"ok/fail","message":"blah blah"} |
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| regex | GET | JSON | | regex.json |
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| regex | POST | JSON | regex.json | {"status":"ok/fail","message":"blah blah"} |
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plan/workflow.md
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plan/workflow.md
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## general workflow overview
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* initial setup
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1. create a source
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2. run import
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3. setup regex
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4. map all regex
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* on-going usage
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1. run import
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2. address any new unmapped items
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## source maintenance
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```
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+-------------------------------------------------------------------------------------------------+
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| +-------------+ |
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| |MAKE NEW | |
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| +-------------+ |
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| |
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| existing sources source name |
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| +--------------+ +---------------+ |
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| |dcard | |dcard | |
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| |hunt | +---------------+ |
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| |pncc | data source |
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| |paycom | +---------------+ |
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| |adp | |client file | enum based on api functions |
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| | | +---------------+ |
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| | | loading function |
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| | | +---------------+ |
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| | | |cs^ parser | enum based on api functions |
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| | | +---------------+ |
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| | | schema |
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| | | +----------------+ +------------+ |
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| | | |default | |b: add new | |
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| | | +----------------+ +------------+ |
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| | | +------------------------------------------------------------+ |
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| | | |path |data type |column name |constrai| |
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| | | +------------------------------------------------------------+ |
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| | | |{Post. Date} |date |post_date |X |delete |
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| | | |{Amount} |numeric |amount |X |delete |
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| | | |{Trans. Date} |date |trans_date |X |delete |
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| | | |{Category} |text |category | |delete |
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| | | |{Description} |text |descr | |delete |
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| | | | | | | |add |
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| +--------------+ +------------------------------------------------------------+ |
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+-------------------------------------------------------------------------------------------------+
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||Trans. Date|Post Date|Description |Amount|Category | |
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|---------------------------------------------------------------------------------------------+ |
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||1/2/2018 |1/2/2018 |GOOGLE *YOUTUBE VIDEOS G.CO/HELPPAY#CAP0H07TXV|4.26 |Services | |
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||1/2/2018 |1/2/2018 |MICROSOFT *ONEDRIVE 800-642-7676 WA |4.26 |Services | |
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||1/3/2018 |1/3/2018 |CLE CLINIC PT PMTS 216-445-6249 OHAK2C57F2F0B3|200 |Medical Services| |
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+|1/4/2018 +1/4/2018 +AT&T *PAYMENT 800-288-2020 TX +57.14 +Services | |
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| |
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+-------------------------------------------------------------------------------------------------+
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```
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## regex maintenance
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```
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+-------------------------------------------------------------------------------------------------------------------------------------+
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| |
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| |
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| filter - only apply to where these top level keys exist |
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| sources name |
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| +---------------+ +--------------+ +----------------------+----------------------+ |
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| |dcard | |First 20 | |top level key | value | |
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| |hunt | +--------------+ +---------------------------------------------+ |
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| |pncc | source |key-name |certain value | |
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| |pnco | +--------------+ | | | |
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| |pncl | |dcard | | | | |
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| |paycom | +--------------+ | | | |
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| |adp | sequence | | | |
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| | | +--------------+ +----------------------+----------------------+ |
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| +---------------+ |1 | |
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| targets +--------------+ |
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| +---------------+ function |
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| |check number|1 | +--------------+ |
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| |strip commas|2 | |extract | enum extract, replace |
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| |trans type |3 | +--------------+ |
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| |currency |4 | |
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| |parse ach |5 | +-----------------------------------+---------+-----------------------------------------------+ |
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| | | | |key |map |fl|re|replace | newkey | | |
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| | | | +---------------------------------------------------------------------------------------------+ |
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| | | | |{Description} |y | |y | | f20 |.{1,20} |delete |
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| | | | | | | | | | | |add |
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| | | | | | | | | | | | |
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| | | | | | | | | | | | |
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| | | | +--------------+----+--+--+---------+---------+-----------------------------------------------+ |
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| +------------+--+ |
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| +-------------------------------------------------------------------------------------+ |
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| |map |return value |party |reason |add column | |
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| +-------------------------------------------------------------------------------------+ |
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| |First 20|{"f20": "DISCOUNT DRUG MART 3"}|Discount Drug Mart|groceries | | |
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| |First 20|{"f20": "TARGET STOW OH"} |Target |groceries | | |
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| |First 20|{"f20": "WALMART GROCERY 800-"}|Walmart |groceries | | |
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| |First 20|{"f20": "CIRCLE K 05416 STOW "}|Circle K |gasoline | | |
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| |First 20|{"f20": "TARGET.COM * 800-591"}|Target |home supplies| | |
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| |First 20|{"f20": "ACME NO. 17 STOW OH"} |Acme |groceries | | |
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| |First 20|{"f20": "AT&T *PAYMENT 800-28"}|AT&T |internet | | |
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| |First 20|{"f20": "AUTOZONE #0722 STOW "}|Autozone |auto maint | | |
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| |First 20|{"f20": "BESTBUYCOM8055267948"}|BestBuy |home supplies| | |
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| |First 20|{"f20": "BUFFALO WILD WINGS K"}|Buffalo Wild Wings|restaurante | | |
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| |First 20|{"f20": "CASHBACK BONUS REDEM"}|Discover Card |financing | | |
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| |First 20|{"f20": "CLE CLINIC PT PMTS 2"}|Cleveland Clinic |medical | | |
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| | | | |
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| +-------------------------------------------------------------------------------------+ |
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+-------------------------------------------------------------------------------------------------------------------------------------+
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```
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138
readme.md
138
readme.md
@ -1,16 +1,128 @@
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data munger
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### Interaction Details
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=================================================
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organized storage and cleansing of disparate data
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* Maintain source definitions
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* List all sources
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* change existing
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* create new (with optional sample data to pre-poluate)
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* option to step into regex config
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current formats
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* Regex Instructions (Maint/Inquire)
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--------------------------------------------------
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* select source
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* csv
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* list all targets for that source
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* json
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* either edit existing target or make a new one
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* target editing
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* for each component of the instruction
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* be able to run ad-hoc regex
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* add additional components
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functions
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* Cross Reference List (Maint/Inquire)
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-------------------------------------------------
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* define constraints to prevent overlap during import
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* for a given regex target
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* manipulate with regex
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* list all output values (or only not yet mapped) and give oportunity to assign alternate value under a different key
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* tag data en masse
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* flatten into traditional tables for downstream analytics
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* Run Import
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* insert new data
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### source definition
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```
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srce | jsonb_pretty
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------+---------------------------------------------------
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hunt | { +
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| "name": "hunt", +
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| "source": "client_file", +
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| "schemas": { +
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| "default": [ +
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| { +
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| "path": "{Date}", +
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| "type": "date", +
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| "column_name": "Date" +
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| }, +
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| { +
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| "path": "{Reference Number}", +
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| "type": "numeric", +
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| "column_name": "Reference Number"+
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| }, +
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| { +
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| "path": "{Payee Name}", +
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| "type": "text", +
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| "column_name": "Payee Name" +
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| }, +
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| { +
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| "path": "{Memo}", +
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| "type": "text", +
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| "column_name": "Memo" +
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| }, +
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| { +
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| "path": "{Amount}", +
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| "type": "numeric", +
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| "column_name": "Amount" +
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| }, +
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| { +
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| "path": "{Category Name}", +
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| "type": "text", +
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| "column_name": "Cateogry Name" +
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| } +
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| ] +
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| }, +
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| "constraint": [ +
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| "{Date}" +
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| ], +
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| "loading_function": "csv" +
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| }
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```
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### regex definitions
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```
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srce | target | regex | seq
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-------+----------+--------------------------------------------------------------------------------+-----
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dcard | First 20 | { +| 2
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| | "name": "First 20", +|
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| | "srce": "dcard", +|
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| | "regex": { +|
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| | "defn": [ +|
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| | { +|
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| | "key": "{Description}", +|
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| | "map": "y", +|
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| | "flag": "", +|
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| | "field": "f20", +|
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| | "regex": ".{1,20}", +|
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| | "retain": "y" +|
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| | } +|
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| | ], +|
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| | "name": "First 20", +|
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| | "where": [ +|
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| | { +|
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| | } +|
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| | ], +|
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| | "function": "extract", +|
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| | "description": "pull first 20 characters from description for mapping"+|
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| | }, +|
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| | "sequence": 2 +|
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| | } |
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hunt | First 20 | { +| 1
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| | "name": "First 20", +|
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| | "srce": "hunt", +|
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| | "regex": { +|
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| | "defn": [ +|
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| | { +|
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| | "key": "{Memo}", +|
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| | "map": "y", +|
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| | "flag": "", +|
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| | "field": "f20", +|
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| | "regex": ".{1,20}", +|
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| | "retain": "y" +|
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| | } +|
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| | ], +|
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| | "name": "First 20", +|
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| | "where": [ +|
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| | { +|
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| | } +|
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| | ], +|
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| | "function": "extract", +|
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| | "description": "pull first 20 characters from description for mapping"+|
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| | }, +|
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| | "sequence": 1 +|
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| | } |
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```
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Loading…
Reference in New Issue
Block a user