20 Commits

Author SHA1 Message Date
17d8d5d813
[Fix] Changes rule's money type to Decimal
Also fixes comparison w/ max amount.
2022-12-17 20:48:16 +00:00
72a8995fe6
Adds regex rule and remove rule option
Categorization rules can now search using a regex pattern.
2022-12-10 18:54:16 +00:00
d321481e29
Rule based categorizing
Uses the rules defined for each category to classify each transaction.
Fixes the categorize command, which was broken from previous refactors.
Swaps str type on the categories_rules date to date.
2022-12-10 00:24:44 +00:00
471331ffc9
Categories rules for rule-based categorization
This patch extends the categories_rules with a rule for each field of a
transaction.

It also changes the ORM classes to behave as dataclasses again.
2022-12-09 19:38:12 +00:00
63d6a2aab7
Finishes category schedule implementation 2022-12-08 20:15:48 +00:00
72974c90aa
Operations refactor
Unify the manager operations under one enum.
Start cleaning up the argparser structure to easily add new operations.
2022-12-08 16:15:53 +00:00
9d33df78a8
Adds command line option to add/remove categories
Implements the argument parser, the manager logic and the DB client
methods.
Encapsulates the DbClient connection under the _db attribute on the
manager.

Adds verbose option to enable ORM increased logging.
2022-12-08 00:25:56 +00:00
882a77d24c
[Refactor] CLI argparser passes options to Manager
Move all BL to the manager. The ArgParser now only parses the CLI
arguments and creates a command which contains which command was run. In
turn, this information is passed to the manager, which will run the
appropriate business logic.

This will make it easier to add new options, separating the parsing of
the CLI options from the implementation of the logic. It also simplifies
any future effort in adding a different input (e.g. GUI).

Warning: some function were commented out, this is only a tracer bullet.
2022-12-04 17:48:28 +00:00
be67612f67
Introduces categorizer that works on ORM classes
Categorizer will work directly on ORM classes, which will cleanup the
code, since changes will automatically be persisted when change the
objects.

Adds wrapper session class inside the DbClient for the manager to use.
The manager will have to have some DB session knowledge, which adds some
unfortunate coupling.

Removes some unnecessary relations between tables that were added by
mistake.

category CLI option now uses the manager.
2022-12-04 16:13:05 +00:00
395576d73f
Move SQLite client to separate file 2022-11-25 19:02:34 +00:00
a0d3af715e
Use name instead of institution for bank choice
Also fixes cli method to pass manager ref to the nordigen input.
2022-11-22 21:56:18 +00:00
7e490ffd24
Return to correct database setup
as main development on the nordigen feature ends.
2022-10-09 23:11:24 +01:00
daed9c5814
Fix the register bank path 2022-10-09 23:11:16 +01:00
98f1730ac2
Add period option to transactions download
The period will only apply after the transactions have been received,
since if sent on the request, credit cards seem to use the value date
instead of the booking date, rendering the feature useless.

Also adds some robustness to the download of the transactions, by adding
a retry in case of timeout.
2022-10-09 23:11:14 +01:00
9300d42527
Adds --all option to download transactions
There is now the possibility to download the transactions for all banks
in the banks table in the DB.
`NordigenInput` parse method fully functional, and entire chain from
downloading to parsing (simple w/ converter) to writing to DB.
DbTransaction type added __conform__ to simplify writes to DB.
Get bank methods added to both `Manager` and `DatabaseClient`.

Warning: csv parser most likely not working at this point.

Issues #16 and #17
2022-10-09 22:44:58 +01:00
e2f731a961
Moves input dir up a level
Also imports utils in correspondent __init__.py file.
2022-10-09 22:17:33 +01:00
0a42db8995
Persists banks information and requisition ID
This patch saves the bank information in the DB, in a new table. It also
adds two new CLI commands, register/unregister, so enter the banking
information. (This should later be done internally).

It also adds new types alias for the DB transaction type and new
converters.
Input `transactions` method renamed to `parse`.

Issue #18
2022-10-06 22:22:56 +01:00
ad3fe02e4f
Adds new JSON parser and moves init to Manager
Adds a new abstract `Input` interface for the manager to use different
input handlers with the same methods. The Nordigen class and a new JSON
parser descend from it. The previous csv parser will also eventually.
New converter for list input also added.

Issue #19
2022-10-06 22:22:55 +01:00
c6cfd52b8b
Adds new Manager that will handle components
Move from a direct access to DB by the parsers/categorizers to a middle
layer, which will bring an easier way to have two input alternatives.
This patch starts by instantiating the manager on the cli runnable and
using it for the parser function.

This patch also moves the queries to a different file, so that
introducing new functions on the DB client becomes more manageable and
clearer.

Finally, the new manager will need converters to move from the code type
Transaction to the DB types. This will eventually simplify the code data
model by removing more of its method and leaving it a simple dataclass.

Issue #14
2022-10-06 22:22:54 +01:00
4b5773aa13
Restructes project and adds basic Nordigen API
To improve the code organization, additional subfolders were added into
the pfbudget module.

The barebones of renewing the token and downloading transactions
directly from the banks through the Nordigen API were also added.

Issues #13, #15
2022-10-06 22:22:53 +01:00