35 Commits

Author SHA1 Message Date
01df97ed46
back_populates option on category relationship
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.
2024-01-22 21:45:49 +00:00
13c783ca0e
[Refactor] Clean out old DB client class
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`.
2023-04-30 00:38:15 +01:00
94322ae542
Generalize insert in new Database interface
Move over all inserts on manager.py to new interface.
2023-04-29 20:20:20 +01:00
184628dcfc
Rename Nordigen to PSD2 2023-04-13 18:55:33 +01:00
2cbf00a939
CLI now allow --no-nulls flag on categorize
Null categorization, which is a major time slog, may now be disabled.
2023-04-12 18:20:57 +01:00
dd724b6c28
Export in .csv
Importing is not supported, since there's no way to represent a Null
field in .csv
2023-02-23 23:21:54 +00:00
6f68d971ee
Clear up forge/dismantle logic 2023-02-11 22:48:04 +00:00
f7df033d58
Add start date rule
Rename date to end.
2023-02-11 22:46:41 +00:00
23eb2c80bd
[Interactive] Defines an Interactive class
Affords a cleaner coding over the function.
Renames the runnable.py into what it actually is, the argparser.py.
2023-01-30 22:24:23 +00:00
7453ffbd3a
[Interactive] Adds new format for tags
Now tags can be defined along side categories by starting with :.
E.g. eating out:work:today will classify the transaction with the eating
out category and work and today tags.
2023-01-29 23:48:48 +00:00
2da721d53c
[Interactive] Adds skip command 2023-01-29 23:48:22 +00:00
f943374ade
[Fix] Splitted transactions do not have category
Adds uncategorized method to the DB client to retrieve transactions w/o
a category AND not splitted.
2023-01-29 23:39:46 +00:00
abff76ad4e
[Interactive] Finish split command 2023-01-29 21:26:22 +00:00
13709b7a04
[Interactive] Adds new tag 2023-01-29 21:14:49 +00:00
fd24ac3318
Remove unnecessary __init__.pys
and import using submodules in __main__.py
2023-01-23 23:52:20 +00:00
36e7f84bd9
Interactive categorization moved to __main__.py
It didn't make sense to have it inside the manager, it should only be
used to process commands and its paramaters.
2023-01-23 23:31:38 +00:00
8760f5a0a4
Export/Import categories and groups 2023-01-23 00:06:36 +00:00
dd0aaa01b8
Export/import for banks 2023-01-22 23:42:32 +00:00
fd6793b4f4
Turned on type checking
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.
2023-01-22 20:44:05 +00:00
6110858d48
Extend export/import to rules
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.
2023-01-15 23:06:20 +00:00
c42a399d3d
Adds the import operation and a timer
to the categorization. We can now import transactions from a csv file,
and later automatically categorize them all.
2023-01-10 23:45:09 +00:00
86afa99217
Finish the remaining Nordigen operations
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
2023-01-08 19:41:07 +00:00
9b45ee4817
Update the export operation
to work with the Manager.
Also removes the run method from the runnable.py, since everything is
done in the __main__.py file of the pfbudget module.
2023-01-08 19:41:07 +00:00
9500e808de
Update the parse operation
to coordinate with the manager
2023-01-06 22:05:01 +00:00
55a5b09c45
Fix download, bank, token and renew->eua ops
- 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
2023-01-01 18:46:04 +00:00
071711dbdb
Fix CategoryRule and TagRule initializations
and re-adds the remove option to the modify category rule cli.
2022-12-30 16:09:40 +00:00
7fe5b6bd32
Adds links between transactions
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.
2022-12-19 22:55:04 +00:00
e57859f601
Updates verbosity options
Now it's used by adding -v to the command called. No verbosity=quiet.
2022-12-19 22:02:11 +00:00
058d0cc05d
Adds Tags rules
Creates an available tags table to cross reference to.
Clarifies some logic in the DbClient, since all adds/removes are the
same.
2022-12-19 20:35:18 +00:00
a2b2f2c1d1
Adds modify rule operation 2022-12-18 00:48:45 +00:00
7986fe8e5b
[Fix] argparse group option not an array 2022-12-17 20:59:40 +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
f721e6a910
[Refactor] Decouple CLI arguments from Manager
The Manager doesn't need to know that it was called from the CLI, so it
now is initialized with the database and performs an action, based on
the operation it receives and its parameters.

The work isn't finished, some Manager actions are still based on the CLI
arguments.

The CLI logic and creation of parameters to pass to the manager have
been moved to the __main__.py file, which brings it to line to the
program being called as a package from the command line.
2022-12-09 19:43:09 +00:00
f09b328c66
Package now run as python3 -m pfbudget
Moves in line in the normal way python packages are run.
https://docs.python.org/3/library/__main__.html
2022-12-08 20:11:33 +00:00
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