Agree, I ran the run_tests.sh in that importer and ran into the same issues. Sorry you ran into these. The problem seems to be that this importer doesn't use a standard pytest setup, and the unit tests therefore haven't run in a long while, while several things changed underneath it. It also seems to have been an importer for checking-type transactions, which might explain why quantity isn't used. This all needs to be cleaned up, or better yet, this importer needs to be removed given the ofx importer works really well with Fidelity.
Before proceeding further with any of this, I'm wondering are you using the csv importer for a particular reason? If not, I *highly* recommend using the ofx importer. Works great, and Fidelity also supports direct downloads. -Red On Sunday, September 15, 2024 at 10:24:55 AM UTC-7 Joshua Cabrera wrote: I'm trying to create my first importer to ingest Fidelity's CSV files. I'm not a developer or engineer but do understand the basics. The fidelity_cma_csv_examples didn't initially work for me, but after much struggle, I was able to get the expected results. I'll share details at the end in case I'm doing something wrong/crazy. And in the chance what I did was correct, I would be very happy to contribute with a pull request. So, after getting the example to work, I set to work on my actual file, which of course varies slightly. I'm assuming Fidelity changed their file format after the example was initially created. The variances seem to be minor: fewer empty head and tail rows, one new column, a space before the date, the empty rows don't have commas, and the quantity column is populated with a float. I've tried eliminating all as issues by adjusting the two skip row variables, adding the new column to the header identifier, and manually editing the file to make the other changes match the example. Now I find myself stuck. All I get ";; -*- mode: beancount -*-". I've inserted some print functions inside the methods, and it seems like it's not reaching prepare_raw_columns(). I would really appreciate any pointers you can share. I'm not sure what to do at this point besides trying beancount's standard csv importer. -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/49d96d25-bf3b-458d-974a-b0494808a75bn%40googlegroups.com.
