{% extends "base.html" %} {% block title %}{{ t('Data Import') }}{% endblock %} {% block content %}

{{ t('Data Import') }}

{{ t('Bring data from your old system with Excel or CSV files. Download a template, or use the export of the old system as it is and match its columns.') }}
{% set ns = namespace(step=0) %} {% for gkey, glabel in groups %} {% set items = types.items()|selectattr('1.group', 'equalto', gkey)|list %} {% if items %}

{{ t(glabel) }}

{% if gkey == 'master' %}{{ t('Import these first.') }}{% elif gkey == 'fresh' %}{{ t('Balances on the go-live date. The usual way to start.') }}{% else %}{{ t('Optional: past transactions, for reports on earlier periods.') }}{% endif %}
{% for key, m in items %}{% set ns.step = ns.step + 1 %}

{{ ns.step }}{{ t(m.title) }}

{{ t(m.desc) }}

{% endfor %}
{% endif %} {% endfor %} {% if clearing %}

{{ t('Opening Balance Clearing') }} (3990)

{{ t('Open invoices, opening stock and fixed assets post against this account, and the opening trial balance moves the same control accounts to it. When everything is imported it is zero in every branch; a balance means the detail does not add up to the trial balance.') }}

{% for b in clearing %}{% endfor %}
{{ t('Branch') }}{{ t('Balance') }}
{{ b.code }}{{ b.balance|money(b.currency) }} {% if b.balance %}{{ t('Check') }}{% else %}OK{% endif %}
{% endif %}

{{ t('Import History') }}

{% for b in batches %} {% else %}{% endfor %}
#{{ t('Date') }}{{ t('Type') }}{{ t('File') }}{{ t('Rows') }} {{ t('Created') }}{{ t('Updated') }}{{ t('Notes') }}{{ t('User') }}{{ t('Status') }}
{{ b.id }}{{ b.created_at[:16].replace('T', ' ') }}{{ t(types[b.kind].title) if b.kind in types else b.kind }} {{ b.filename or '' }}{{ b.rows }}{{ b.created }}{{ b.updated }} {{ b.summary or '' }}{{ b.username or '' }} {% if b.state == 'undone' %}{{ t('Undone') }}{% else %}{{ t('Done') }}{% endif %} {% if b.state == 'done' and b.created %}
{% endif %}
{{ t('Nothing yet.') }}
{% endblock %}