25 Commits

Author SHA1 Message Date
fed007ff89
Changes recurring categories boolean to int
to indicate the number of expected transactions per time period.
2022-12-10 00:20:41 +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
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
6f97b883fb
Add weekly option on the schedule period 2022-12-08 16:44:07 +00:00
d11bc6df1d
Adds category recurring possibility 2022-12-08 13:31:31 +00:00
d409038072
Adds category selector column
This column indicates where has the category came from.
2022-12-08 01:22:26 +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
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
78e545589d
Adds category groups 2022-12-04 15:14:24 +00:00
b8142f4f99
Add available categories table 2022-12-04 11:19:21 +00:00
e379d77995
Nordigen -> PostgreSQL path completed
Can now download from all banks registered on the banks/nordigen table
and write to the PostgresSQL DB (or any DB, since we're now agnostic).

Commented out most of the managers functions until the integration with
the new DB client is complete.
Set Optional relationships. Remove the DB types as dataclasses, it only
increased the verbosity of the types w/o much going for it.
Change the name Original to Transaction, since the type is the
placeholder for the rest of the transaction information.
2022-12-04 00:02:45 +00:00
91514f71b1
Adds relationships and CASCADE on deletes 2022-12-03 16:57:27 +00:00
246c948d76
All meal card to account type enum 2022-12-03 16:13:26 +00:00
0d22b02b3f
Adds alembic tool for DB versioning
Alembic is a lightweight database migration tool for usage with the
SQLAlchemy Database Toolkit for Python.
https://alembic.sqlalchemy.org/en/latest/index.html

Adds first version of DB schema.
2022-12-03 16:13:23 +00:00
395576d73f
Move SQLite client to separate file 2022-11-25 19:02:34 +00:00
c41bfb4bdf
Add offset option to bank
A bank had an offset on the date of the transactions...
It also passes the interal Bank type to the converter, to access it's
additional options before converting.
2022-11-22 22:07:04 +00:00
ea3c75245a
Use the DbTransaction type in the manager
The __conform__ can´t generate a tuple from the class, but it is still
worth to use the DB intermediate types for cleaner code. So add tuple()
method the the DBTransaction and use it when writing to the DB.
2022-10-09 23:11:16 +01:00
daed9c5814
Fix the register bank path 2022-10-09 23:11:16 +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
cfcc182f35
Fix converters
Python's single dispatch can´t use type aliases and lists of classes.
All converters now work on a class, and lists need to be generated
inplace and call the converter for each item.

Adds the bank class both to the DB schema and the common types.
2022-10-09 22:44:53 +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
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