172 Commits

Author SHA1 Message Date
729e15d4e8
Adds ImportFailedError for non-serializable types 2024-01-22 21:51:02 +00:00
638b833c74
ImportCommand and Serializable types
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.
2024-01-22 21:49:56 +00:00
21099909c9
Allow Nordigen parameter in Bank constructor
and remove Nordigen FK to Bank from Nordigen constructor. It is auto
generated upon DB insertion.
2024-01-22 21:47:47 +00:00
3698654715
[DB missing] Remove SQLAlchemy Enum 2024-01-22 21:47:47 +00:00
271130b107
[DB] Rules collection using list instead of set
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.
2024-01-22 21:47:47 +00:00
ec22b5e5bd
[DB][Refactor] Compact the category selector
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`.
2024-01-22 21:47:47 +00:00
48fae5483d
[Fix] Select statement dangling session
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).
2024-01-22 21:47:47 +00:00
60c7028f0b
Expand serializer to more types and test 2024-01-22 21:47:47 +00:00
6057ec59b4
[Deprecate] CSV export/import removed
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.
2024-01-22 21:47:47 +00:00
a527fa5e1d
[Fix] Export error on DB access
Export operations were using an old Client select methods signature to
pass in the opened session.
Session is no longer needed to a simple select.
2024-01-22 21:47:47 +00:00
a355ec3642
Initial work on a full backup option
Creates the Backup command and a general serializer.
2024-01-22 21:47:47 +00:00
ffc3d477e2
Fix typing for model.py and hash functions
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.
2024-01-22 21:45:49 +00:00
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
bdd7cac4be
Download operation moves to Loader interface
to load extracted transactions to database.
2023-04-30 00:48:03 +01:00
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
da44ba5306
[DB] Change Bank PK 2023-04-29 20:28:39 +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
78ff6faa12
DatabaseSession wrapper for orm.Session
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.
2023-04-29 20:20:20 +01:00
9f39836083
[Refactor] Export ops move to Client interface
Introduce new `Manager` parameter database to use new DB client API.
Fix TransactionCategory format.
Fix Client kwargs type.
2023-04-29 20:20:20 +01:00
ad62317e56
[Fix] Fix sessionless database client
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.
2023-04-29 20:20:20 +01:00
e7abae0d17
[Refactor] Database client interface changed
`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
2023-04-29 20:20:20 +01:00
9c7c06c181
[DB] Schema unified on pfbudget 2023-04-29 20:20:16 +01:00
761720b712
[Fix] Add typing information to tests
And fix caught errors.
2023-04-23 00:51:22 +01:00
541295ef05
Adds Loader, DatabaseLoader and (Db)Client
Adds unit test to test interfaces.
2023-04-23 00:21:44 +01:00
14131f50f9
[Refactor] Rename the PostgreSQL file 2023-04-23 00:00:45 +01:00
b1de4d519a
[Refactor] Categorizer now implements Transform
Test adapted for new interface.
Exchanged manual input functionality for throwing an exception.
Removed timer at transformer level.
2023-04-22 22:21:00 +01:00
2c7c527ea9
[Refactor] Creates Tagger transformer
Move the tag rules based transformer to its own class.
Verified with unit tests.
2023-04-22 22:21:00 +01:00
2843c66453
[Refactor] Creates nullifier transformer
Removes nullifier code from Categorizer.
Fixes bug in nullifier rules assertion.
2023-04-22 22:21:00 +01:00
d3c36e30d5
[Refactor] Creates Transform interface
Moves categorizer into transform module.
Puts the categorizer under unit tests.
2023-04-22 22:21:00 +01:00
d6cbb10c47
[Refactor] Move NordigenCredentials to nordigen
Create manager that for now only has the default values from the .env
file.
2023-04-22 22:20:56 +01:00
8710722eb2
[Refactor] Split extractor from Nordigen Client 2023-04-22 22:20:53 +01:00
a3d2d8215e
[Fix] Authentication token missing
Forgot to add the token to the NordigenClient.
Made a test failing, and fixed it.
2023-04-15 15:54:31 +01:00
eb5c1781f0
Get the PSD2 client under testing
Having a comprehension unit testing allows for peace of mind
refactoring.
Changed the PSD2Client constructor and extract method to accept
credentials and banks, respectively.

Create Exception tree for the Extract module.
Adds mocks to the NordigenClient requests' methods.
2023-04-15 13:57:46 +01:00
184628dcfc
Rename Nordigen to PSD2 2023-04-13 18:55:33 +01:00
26cf921a6f
Fix flake8 warnings 2023-04-13 18:38:07 +01:00
d7bdafa62a
Rename input -> extract
Trying to follow the common ETL pattern naming.
2023-04-12 19:51:10 +01:00
5af05c2fa4
Print the transaction ID 2023-04-12 18:23:24 +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
6b26651d22
Option eua now takes id instead of bank name 2023-04-12 18:19:24 +01:00
ed2dda63e9
Allows using rules for the nullying step 2023-02-23 23:24:01 +00:00
1a774e3769
Adds get all transactions operation 2023-02-23 23:23:19 +00:00
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
da348c4ffb
[Fix] Splitted categories were not being commited 2023-01-29 23:48:27 +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