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`.
CSV is not a good format, since it does not have a good support for
complex types, e.g. lists.
It served when the exported format was only a linear transaction, but it
is not worth the extra work around it anymore.
`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.
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.
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.
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.
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.
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.
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
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
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
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
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
