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;doc: csv: link, rules factoring tips

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Simon Michael 2023-01-21 09:49:47 -10:00
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hledger/hledger.m4.md
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@ -3133,7 +3133,7 @@ and causes that posting to be generated.
Most often there are two postings, so you'll want to set `account1` and `account2`. Most often there are two postings, so you'll want to set `account1` and `account2`.
Typically `account1` is associated with the CSV file, and is set once with a top-level assignment, Typically `account1` is associated with the CSV file, and is set once with a top-level assignment,
while `account2` is set based on each transaction's description, and in conditional blocks. while `account2` is set based on each transaction's description, in [conditional rules](#if-blocks).
If a posting's account name is left unset but its amount is set (see below), If a posting's account name is left unset but its amount is set (see below),
a default account name will be chosen (like "expenses:unknown" or "income:unknown"). a default account name will be chosen (like "expenses:unknown" or "income:unknown").
@ -3703,6 +3703,14 @@ user specified.
<a name="timeclock-format"></a> <a name="timeclock-format"></a>
### Well factored rules
Some things than can help reduce duplication and complexity in rules files:
- Extracting common rules usable with multiple CSV files into a `common.rules`, and adding `include common.rules` to each CSV's rules file.
- Splitting if blocks into smaller if blocks, extracting the frequently used parts.
## CSV rules examples ## CSV rules examples
### Bank of Ireland ### Bank of Ireland