Add the transaction ID to the export of transactions and enable the
import of SplitTransactions. The ID should function as a stable
transaction identifier.
Fix tag import on transactions.
Fix rules import of date for DBs that need datetime.date format.
The FK are correctly initialized when the rules are created as part of
the base category/tag.
Also removes the name from the CategorySchedule, same logic applies.
The new command ImportCommand takes a Serializable type, from which it
can call the deserialize method to generate a DB ORM type. The
Serializable interface also declares the serialize method.
(De)serialization moved to the ORM types, due to the inability to
properly use overloading.
Possible improvement for the future is to merge serialization
information on JSONDecoder/Encoder classes.
Adds a MockClient with the in-memory SQLite DB which can be used by
tests.
Most types export/import functionally tested using two DBs and comparing
entries.
There pains of using a set as the aggregation of rules overweight the
small advantage. While it would make detecting similar rules faster, the
use of a collection type not inherently supporting by JSON brings some
issues in the serialization.
The `CategorySelector` was possibly added to be incremented with other
attributes. However, since none other that the selector enum is used at
the moment, it is only adding unnecessary cluter.
The category selector value is moved to the parent
`TransactionCategory`.
The `Client` was never closing the `Session` in `DatabaseSession`, which
meant that tests that compared transactions and banks would work since
attributes loaded only on select would still work.
However, this was not the intended behavior. Calling select from the
client with using sessions should detach objects completely from a DB
session. Therefore, attributes on Transaction, TransactionCategory and
Bank are now loaded on a join (lazy parameter).
Set unsafe_hash parameter of dataclasses to true on types that need to
be hashed.
The __hash__ method won't be automatically generated since the types
can't be declared as frozen.
Due to the use of the dataclasses mixin on the SQLAlchemy types, a
back_populates creates a RecursiveError when comparing two types. This
occurs because the dataclass will overwrite the __eq__ operator, and it
doesn't know when to stop comparing relationships.
Removing the dataclasses isn't the best approach, since then __init__,
__eq__ and __repr__ methods would have to be added to all types. Thus
the solution was to remove the relationship on the child (on a
one-to-one relationship) from the __eq__ operation, with the use of the
compare parameter.
Took the opportunity to define more logical __init__ methods on the
`Rule` and child classes.
Also revised the parameter options on some DB types.
Swap almost all remaining calls to the old postgresql only DB class with
the new DB client.
Warning! Some operations are currently not implement, such as setting
category schedules and dismantling links.
`update` and `delete` methods added to DB `Client`.
For DB connections that want to keep a session alive, there's a new
`DatabaseSession` class that holds a SQLAlchemy session inside and
offers methods similar to the `Database` class.
The `Database` moves to use the `DatabaseSession` to remove duplicated
code.
The database `Client` wasn't working correcly when no session was
passed, as the inserted transactions would still be bound to the newly
created session inside.
Creates a copy of the input transactions to insert on the DB.
`add` method replaced with `insert`.
`insert` and `select` implemented for new database base class.
Database unit test added.
Due to SQLite implementation of the primary key autoinc, the type of the
IDs on the database for SQLite changed to Integer.
https://www.sqlite.org/autoinc.html
and as a result, had to fix a LOT of minor potential future issue.
It also reorders and clears unused imports.
When exporting transactions, it will sort by date.
Removes additional bank/all options from the transactions export command
line.
Deletes the brief lived CSV class.
This patch start using pickle for simple export/import, other options
can be added later. An issue with the .csv is the lack of a Null field.
Moves logic to Manager, it is simple enough.
Each children is essentually a type of transaction. We currently have:
- bank transactions
- money transactions
- split transactions
The table inheritance is implemented as a single table, with a
polymorphic type and Null columns.
Adds a IsSplit interface, which will later be used for the category
views, so as to not repeat transactions.
from the Manager POV and the update on the argparses.
Also clears unnecessary methods from the DB client interface.
Better assert information on the __main__.py
- Update the download, token and eua cli with the new operations
- Change the bank and nordigen cli to be more in line with the other
add/modify/remove operations. Also update manager logic.
- Fix some model.py leftovers
- Add __lt__ to Transaction to enable sorting
- Remove universal from child argparsers
Sometimes transctions are directly related to one another w/o being of
an equal value, e.g. someone pays for the meal w/ the CC, and everyone
pays him/her.
Clear leftover __repr__ methods in the model classes, the dataclass
decorator will create those automatically.
Tags will work as additional categories to filter/organize by. It makes
sense they can also be rule based.
Since rules are common to both categories and tags, reorganize the
classes in the model. It doesn't affect the DB.
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.