Add start date rule

Rename date to end.

alembic/versions/952de57a3c43_start_end_date_rule.py

@@ -0,0 +1,32 @@
+"""Start/End date rule
+
+Revision ID: 952de57a3c43
+Revises: 18572111d9ff
+Create Date: 2023-02-06 21:57:57.545327+00:00
+
+"""
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision = "952de57a3c43"
+down_revision = "18572111d9ff"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.add_column(
+        "rules", sa.Column("start", sa.Date(), nullable=True), schema="transactions"
+    )
+    op.alter_column("rules", column_name="date", new_column_name="end", schema="transactions")
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.alter_column("rules", column_name="end", new_column_name="date", schema="transactions")
+    op.drop_column("rules", "start", schema="transactions")
+    # ### end Alembic commands ###

pfbudget/__main__.py

@@ -1,6 +1,3 @@
-from decimal import Decimal
-from typing import Sequence
-
 from pfbudget.cli.argparser import argparser
 from pfbudget.cli.interactive import Interactive
 from pfbudget.common.types import Operation
@@ -146,12 +143,13 @@ if __name__ == "__main__":
             ]
 
         case Operation.RuleAdd:
-            keys = {"category", "date", "description", "bank", "min", "max"}
+            keys = {"category", "start", "end", "description", "regex", "bank", "min", "max"}
             assert args.keys() >= keys, f"missing {args.keys() - keys}"
 
             params = [
                 type.CategoryRule(
-                    args["date"][0] if args["date"] else None,
+                    args["start"][0] if args["start"] else None,
+                    args["end"][0] if args["end"] else None,
                     args["description"][0] if args["description"] else None,
                     args["regex"][0] if args["regex"] else None,
                     args["bank"][0] if args["bank"] else None,
@@ -197,12 +195,13 @@ if __name__ == "__main__":
             params = [type.Tag(tag) for tag in args["tag"]]
 
         case Operation.TagRuleAdd:
-            keys = {"tag", "date", "description", "bank", "min", "max"}
+            keys = {"tag", "start", "end", "description", "regex", "bank", "min", "max"}
             assert args.keys() >= keys, f"missing {args.keys() - keys}"
 
             params = [
                 type.TagRule(
-                    args["date"][0] if args["date"] else None,
+                    args["start"][0] if args["start"] else None,
+                    args["end"][0] if args["end"] else None,
                     args["description"][0] if args["description"] else None,
                     args["regex"][0] if args["regex"] else None,
                     args["bank"][0] if args["bank"] else None,

pfbudget/cli/argparser.py

@@ -374,7 +374,8 @@ def tag_rule(parser: argparse.ArgumentParser):
 
 
 def rules(parser: argparse.ArgumentParser):
-    parser.add_argument("--date", nargs=1, type=dt.date.fromisoformat)
+    parser.add_argument("--start", nargs=1, type=dt.date.fromisoformat)
+    parser.add_argument("--end", nargs=1, type=dt.date.fromisoformat)
     parser.add_argument("--description", nargs=1, type=str)
     parser.add_argument("--regex", nargs=1, type=str)
     parser.add_argument("--bank", nargs=1, type=str)

pfbudget/db/model.py

@@ -335,7 +335,8 @@ class Rule(Base, Export):
     __tablename__ = "rules"
 
     id: Mapped[idpk] = mapped_column(init=False)
-    date: Mapped[Optional[dt.date]]
+    start: Mapped[Optional[dt.date]]
+    end: Mapped[Optional[dt.date]]
     description: Mapped[Optional[str]]
     regex: Mapped[Optional[str]]
     bank: Mapped[Optional[str]]
@@ -349,32 +350,34 @@ class Rule(Base, Export):
         "polymorphic_on": "type",
     }
 
-    def matches(self, transaction: BankTransaction) -> bool:
+    def matches(self, t: BankTransaction) -> bool:
-        if (
+        valid = None
-            (self.date and self.date < transaction.date)
+        if self.regex:
-            or (
+            valid = re.compile(self.regex, re.IGNORECASE)
-                self.description
+
-                and transaction.description
+        ops = (
-                and self.description not in transaction.description
+            Rule.exists(self.start, lambda r: r < t.date),
-            )
+            Rule.exists(self.end, lambda r: r > t.date),
-            or (
+            Rule.exists(self.description, lambda r: r == t.description),
-                self.regex
+            Rule.exists(
-                and transaction.description
+                valid,
-                and not re.compile(self.regex, re.IGNORECASE).search(
+                lambda r: r.search(t.description) if t.description else False,
-                    transaction.description
+            ),
-                )
+            Rule.exists(self.bank, lambda r: r == t.bank),
-            )
+            Rule.exists(self.min, lambda r: r < t.amount),
-            or (self.bank and self.bank != transaction.bank)
+            Rule.exists(self.max, lambda r: r > t.amount),
-            or (self.min and self.min > transaction.amount)
+        )
-            or (self.max and self.max < transaction.amount)
+
-        ):
+        if all(ops):
-            return False
+            return True
-        return True
+
+        return False
 
     @property
     def format(self) -> dict[str, Any]:
         return dict(
-            date=self.date,
+            start=self.start,
+            end=self.end,
             description=self.description,
             regex=self.regex,
             bank=self.bank,
@@ -383,6 +386,10 @@ class Rule(Base, Export):
             type=self.type,
         )
 
+    @staticmethod
+    def exists(r, op) -> bool:
+        return op(r) if r is not None else True
+
 
 class CategoryRule(Rule):
     __table_args__ = {"schema": "category"}