Download operation moves to Loader interface

to load extracted transactions to database.

alembic.ini

@@ -55,7 +55,7 @@ version_path_separator = os  # Use os.pathsep. Default configuration used for ne
 # are written from script.py.mako
 # output_encoding = utf-8
 
-sqlalchemy.url = postgresql://pf-budget:muster-neutron-omega@database.lan/pf-budget
+sqlalchemy.url = postgresql://pf-budget:muster-neutron-omega@database.home.arpa/pf-budget
 
 
 [post_write_hooks]

alembic/env.py

@@ -27,7 +27,7 @@ target_metadata = Base.metadata
 
 def include_name(name, type_, parent_names):
     if type_ == "schema":
-        return name in ["bank", "category", "tag", "transactions"]
+        return name == "pfbudget"
     else:
         return True
 

alembic/versions/ce68ee15e5d2_change_bank_constraints.py

@@ -0,0 +1,95 @@
+"""Change bank constraints
+
+Revision ID: ce68ee15e5d2
+Revises: d7f0401c1fd3
+Create Date: 2023-04-29 15:53:24.753628+00:00
+
+"""
+from alembic import op
+
+
+# revision identifiers, used by Alembic.
+revision = "ce68ee15e5d2"
+down_revision = "d7f0401c1fd3"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.drop_constraint(
+        "fk_transactions_bank_banks",
+        "transactions",
+        type_="foreignkey",
+        schema="pfbudget",
+    )
+    op.drop_constraint(
+        "fk_banks_nordigen_name_banks",
+        "banks_nordigen",
+        type_="foreignkey",
+        schema="pfbudget",
+    )
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.drop_constraint("uq_banks_name", "banks", schema="pfbudget", type_="unique")
+    # ### end Alembic commands ###
+
+    op.execute("ALTER TABLE pfbudget.banks DROP CONSTRAINT pk_banks")
+    op.create_primary_key("pk_banks", "banks", ["name"], schema="pfbudget")
+    op.create_foreign_key(
+        "fk_transactions_bank_banks",
+        "transactions",
+        "banks",
+        ["bank"],
+        ["name"],
+        source_schema="pfbudget",
+        referent_schema="pfbudget",
+    )
+    op.create_foreign_key(
+        "fk_banks_nordigen_name_banks",
+        "banks_nordigen",
+        "banks",
+        ["name"],
+        ["name"],
+        source_schema="pfbudget",
+        referent_schema="pfbudget",
+    )
+
+
+def downgrade() -> None:
+    op.drop_constraint(
+        "fk_transactions_bank_banks",
+        "transactions",
+        type_="foreignkey",
+        schema="pfbudget",
+    )
+    op.drop_constraint(
+        "fk_banks_nordigen_name_banks",
+        "banks_nordigen",
+        type_="foreignkey",
+        schema="pfbudget",
+    )
+
+    op.execute("ALTER TABLE pfbudget.banks DROP CONSTRAINT pk_banks")
+    op.create_primary_key("pk_banks", "banks", ["BIC", "type"], schema="pfbudget")
+
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.create_unique_constraint("uq_banks_name", "banks", ["name"], schema="pfbudget")
+    # ### end Alembic commands ###
+
+    op.create_foreign_key(
+        "fk_transactions_bank_banks",
+        "transactions",
+        "banks",
+        ["bank"],
+        ["name"],
+        source_schema="pfbudget",
+        referent_schema="pfbudget",
+    )
+    op.create_foreign_key(
+        "fk_banks_nordigen_name_banks",
+        "banks_nordigen",
+        "banks",
+        ["name"],
+        ["name"],
+        source_schema="pfbudget",
+        referent_schema="pfbudget",
+    )

alembic/versions/d7f0401c1fd3_unified_schemas.py

@@ -0,0 +1,594 @@
+"""unified schemas
+
+
+Revision ID: d7f0401c1fd3
+Revises: 952de57a3c43
+Create Date: 2023-04-27 16:30:08.514985+00:00
+
+"""
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+# revision identifiers, used by Alembic.
+revision = "d7f0401c1fd3"
+down_revision = "952de57a3c43"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.create_table(
+        "banks",
+        sa.Column("name", sa.String(), nullable=False),
+        sa.Column("BIC", sa.String(length=8), nullable=False),
+        sa.Column(
+            "type",
+            sa.Enum(
+                "checking",
+                "savings",
+                "investment",
+                "mealcard",
+                "VISA",
+                "MASTERCARD",
+                name="accounttype",
+                schema="pfbudget",
+                inherit_schema=True,
+            ),
+            nullable=False,
+        ),
+        sa.PrimaryKeyConstraint("BIC", "type", name=op.f("pk_banks")),
+        sa.UniqueConstraint("name", name=op.f("uq_banks_name")),
+        schema="pfbudget",
+    )
+    op.create_table(
+        "category_groups",
+        sa.Column("name", sa.String(), nullable=False),
+        sa.PrimaryKeyConstraint("name", name=op.f("pk_category_groups")),
+        schema="pfbudget",
+    )
+    op.create_table(
+        "rules",
+        sa.Column(
+            "id", sa.BigInteger().with_variant(sa.Integer(), "sqlite"), nullable=False
+        ),
+        sa.Column("start", sa.Date(), nullable=True),
+        sa.Column("end", sa.Date(), nullable=True),
+        sa.Column("description", sa.String(), nullable=True),
+        sa.Column("regex", sa.String(), nullable=True),
+        sa.Column("bank", sa.String(), nullable=True),
+        sa.Column("min", sa.Numeric(precision=16, scale=2), nullable=True),
+        sa.Column("max", sa.Numeric(precision=16, scale=2), nullable=True),
+        sa.Column("type", sa.String(), nullable=False),
+        sa.PrimaryKeyConstraint("id", name=op.f("pk_rules")),
+        schema="pfbudget",
+    )
+    op.create_table(
+        "tags",
+        sa.Column("name", sa.String(), nullable=False),
+        sa.PrimaryKeyConstraint("name", name=op.f("pk_tags")),
+        schema="pfbudget",
+    )
+    op.create_table(
+        "banks_nordigen",
+        sa.Column("name", sa.Text(), nullable=False),
+        sa.Column("bank_id", sa.String(), nullable=True),
+        sa.Column("requisition_id", sa.String(), nullable=True),
+        sa.Column("invert", sa.Boolean(), nullable=True),
+        sa.ForeignKeyConstraint(
+            ["name"], ["pfbudget.banks.name"], name=op.f("fk_banks_nordigen_name_banks")
+        ),
+        sa.PrimaryKeyConstraint("name", name=op.f("pk_banks_nordigen")),
+        schema="pfbudget",
+    )
+    op.create_table(
+        "categories",
+        sa.Column("name", sa.String(), nullable=False),
+        sa.Column("group", sa.String(), nullable=True),
+        sa.ForeignKeyConstraint(
+            ["group"],
+            ["pfbudget.category_groups.name"],
+            name=op.f("fk_categories_group_category_groups"),
+        ),
+        sa.PrimaryKeyConstraint("name", name=op.f("pk_categories")),
+        schema="pfbudget",
+    )
+    op.create_table(
+        "tag_rules",
+        sa.Column("id", sa.BigInteger(), nullable=False),
+        sa.Column("tag", sa.String(), nullable=False),
+        sa.ForeignKeyConstraint(
+            ["id"],
+            ["pfbudget.rules.id"],
+            name=op.f("fk_tag_rules_id_rules"),
+            ondelete="CASCADE",
+        ),
+        sa.ForeignKeyConstraint(
+            ["tag"],
+            ["pfbudget.tags.name"],
+            name=op.f("fk_tag_rules_tag_tags"),
+            ondelete="CASCADE",
+        ),
+        sa.PrimaryKeyConstraint("id", name=op.f("pk_tag_rules")),
+        schema="pfbudget",
+    )
+    op.create_table(
+        "transactions",
+        sa.Column(
+            "id", sa.BigInteger().with_variant(sa.Integer(), "sqlite"), nullable=False
+        ),
+        sa.Column("date", sa.Date(), nullable=False),
+        sa.Column("description", sa.String(), nullable=True),
+        sa.Column("amount", sa.Numeric(precision=16, scale=2), nullable=False),
+        sa.Column("split", sa.Boolean(), nullable=False),
+        sa.Column("type", sa.String(), nullable=False),
+        sa.Column("bank", sa.Text(), nullable=True),
+        sa.Column("original", sa.BigInteger(), nullable=True),
+        sa.ForeignKeyConstraint(
+            ["bank"], ["pfbudget.banks.name"], name=op.f("fk_transactions_bank_banks")
+        ),
+        sa.ForeignKeyConstraint(
+            ["original"],
+            ["pfbudget.transactions.id"],
+            name=op.f("fk_transactions_original_transactions"),
+            ondelete="CASCADE",
+        ),
+        sa.PrimaryKeyConstraint("id", name=op.f("pk_transactions")),
+        schema="pfbudget",
+    )
+    op.create_table(
+        "category_rules",
+        sa.Column("id", sa.BigInteger(), nullable=False),
+        sa.Column("name", sa.String(), nullable=False),
+        sa.ForeignKeyConstraint(
+            ["id"],
+            ["pfbudget.rules.id"],
+            name=op.f("fk_category_rules_id_rules"),
+            ondelete="CASCADE",
+        ),
+        sa.ForeignKeyConstraint(
+            ["name"],
+            ["pfbudget.categories.name"],
+            name=op.f("fk_category_rules_name_categories"),
+            ondelete="CASCADE",
+        ),
+        sa.PrimaryKeyConstraint("id", name=op.f("pk_category_rules")),
+        schema="pfbudget",
+    )
+    op.create_table(
+        "category_schedules",
+        sa.Column("name", sa.String(), nullable=False),
+        sa.Column(
+            "period",
+            sa.Enum(
+                "daily",
+                "weekly",
+                "monthly",
+                "yearly",
+                name="period",
+                schema="pfbudget",
+                inherit_schema=True,
+            ),
+            nullable=True,
+        ),
+        sa.Column("period_multiplier", sa.Integer(), nullable=True),
+        sa.Column("amount", sa.Integer(), nullable=True),
+        sa.ForeignKeyConstraint(
+            ["name"],
+            ["pfbudget.categories.name"],
+            name=op.f("fk_category_schedules_name_categories"),
+            ondelete="CASCADE",
+        ),
+        sa.PrimaryKeyConstraint("name", name=op.f("pk_category_schedules")),
+        schema="pfbudget",
+    )
+    op.create_table(
+        "links",
+        sa.Column("original", sa.BigInteger(), nullable=False),
+        sa.Column("link", sa.BigInteger(), nullable=False),
+        sa.ForeignKeyConstraint(
+            ["link"],
+            ["pfbudget.transactions.id"],
+            name=op.f("fk_links_link_transactions"),
+            ondelete="CASCADE",
+        ),
+        sa.ForeignKeyConstraint(
+            ["original"],
+            ["pfbudget.transactions.id"],
+            name=op.f("fk_links_original_transactions"),
+            ondelete="CASCADE",
+        ),
+        sa.PrimaryKeyConstraint("original", "link", name=op.f("pk_links")),
+        schema="pfbudget",
+    )
+    op.create_table(
+        "notes",
+        sa.Column("id", sa.BigInteger(), nullable=False),
+        sa.Column("note", sa.String(), nullable=False),
+        sa.ForeignKeyConstraint(
+            ["id"],
+            ["pfbudget.transactions.id"],
+            name=op.f("fk_notes_id_transactions"),
+            ondelete="CASCADE",
+        ),
+        sa.PrimaryKeyConstraint("id", name=op.f("pk_notes")),
+        schema="pfbudget",
+    )
+    op.create_table(
+        "transactions_categorized",
+        sa.Column("id", sa.BigInteger(), nullable=False),
+        sa.Column("name", sa.String(), nullable=False),
+        sa.ForeignKeyConstraint(
+            ["id"],
+            ["pfbudget.transactions.id"],
+            name=op.f("fk_transactions_categorized_id_transactions"),
+            ondelete="CASCADE",
+        ),
+        sa.ForeignKeyConstraint(
+            ["name"],
+            ["pfbudget.categories.name"],
+            name=op.f("fk_transactions_categorized_name_categories"),
+            ondelete="CASCADE",
+        ),
+        sa.PrimaryKeyConstraint("id", name=op.f("pk_transactions_categorized")),
+        schema="pfbudget",
+    )
+    op.create_table(
+        "transactions_tagged",
+        sa.Column("id", sa.BigInteger(), nullable=False),
+        sa.Column("tag", sa.String(), nullable=False),
+        sa.ForeignKeyConstraint(
+            ["id"],
+            ["pfbudget.transactions.id"],
+            name=op.f("fk_transactions_tagged_id_transactions"),
+            ondelete="CASCADE",
+        ),
+        sa.ForeignKeyConstraint(
+            ["tag"],
+            ["pfbudget.tags.name"],
+            name=op.f("fk_transactions_tagged_tag_tags"),
+        ),
+        sa.PrimaryKeyConstraint("id", "tag", name=op.f("pk_transactions_tagged")),
+        schema="pfbudget",
+    )
+    op.create_table(
+        "category_selectors",
+        sa.Column("id", sa.BigInteger(), nullable=False),
+        sa.Column(
+            "selector",
+            sa.Enum(
+                "unknown",
+                "nullifier",
+                "vacations",
+                "rules",
+                "algorithm",
+                "manual",
+                name="selector_t",
+                schema="pfbudget",
+                inherit_schema=True,
+            ),
+            nullable=False,
+        ),
+        sa.ForeignKeyConstraint(
+            ["id"],
+            ["pfbudget.transactions_categorized.id"],
+            name=op.f("fk_category_selectors_id_transactions_categorized"),
+            ondelete="CASCADE",
+        ),
+        sa.PrimaryKeyConstraint("id", name=op.f("pk_category_selectors")),
+        schema="pfbudget",
+    )
+    op.drop_table("notes", schema="transactions")
+    op.drop_table("rules", schema="tag")
+    op.drop_table("tagged", schema="transactions")
+    op.drop_table("available", schema="tag")
+    op.drop_table("nordigen", schema="bank")
+    op.drop_table("links", schema="transactions")
+    op.drop_table("selector", schema="transactions")
+    op.drop_table("categorized", schema="transactions")
+    op.drop_table("transactions", schema="transactions")
+    op.drop_table("banks", schema="bank")
+    op.drop_table("rules", schema="category")
+    op.drop_table("schedules", schema="category")
+    op.drop_table("rules", schema="transactions")
+    op.drop_table("available", schema="category")
+    op.drop_table("groups", schema="category")
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.create_table(
+        "transactions",
+        sa.Column(
+            "id",
+            sa.BIGINT(),
+            server_default=sa.text(
+                "nextval('transactions.originals_id_seq'::regclass)"
+            ),
+            autoincrement=True,
+            nullable=False,
+        ),
+        sa.Column("date", sa.DATE(), autoincrement=False, nullable=False),
+        sa.Column("description", sa.VARCHAR(), autoincrement=False, nullable=True),
+        sa.Column("bank", sa.TEXT(), autoincrement=False, nullable=True),
+        sa.Column(
+            "amount",
+            sa.NUMERIC(precision=16, scale=2),
+            autoincrement=False,
+            nullable=False,
+        ),
+        sa.Column("type", sa.VARCHAR(), autoincrement=False, nullable=False),
+        sa.Column("split", sa.BOOLEAN(), autoincrement=False, nullable=False),
+        sa.Column("original", sa.BIGINT(), autoincrement=False, nullable=True),
+        sa.ForeignKeyConstraint(
+            ["bank"], ["bank.banks.name"], name="fk_originals_bank_banks"
+        ),
+        sa.ForeignKeyConstraint(
+            ["original"],
+            ["transactions.transactions.id"],
+            name="fk_originals_original_originals",
+            ondelete="CASCADE",
+        ),
+        sa.PrimaryKeyConstraint("id", name="pk_originals"),
+        schema="transactions",
+        postgresql_ignore_search_path=False,
+    )
+    op.create_table(
+        "nordigen",
+        sa.Column("name", sa.TEXT(), autoincrement=False, nullable=False),
+        sa.Column("bank_id", sa.VARCHAR(), autoincrement=False, nullable=True),
+        sa.Column("requisition_id", sa.VARCHAR(), autoincrement=False, nullable=True),
+        sa.Column("invert", sa.BOOLEAN(), autoincrement=False, nullable=True),
+        sa.ForeignKeyConstraint(
+            ["name"], ["bank.banks.name"], name="fk_nordigen_name_banks"
+        ),
+        sa.PrimaryKeyConstraint("name", name="pk_nordigen"),
+        schema="bank",
+    )
+    op.create_table(
+        "tagged",
+        sa.Column("id", sa.BIGINT(), autoincrement=False, nullable=False),
+        sa.Column("tag", sa.VARCHAR(), autoincrement=False, nullable=False),
+        sa.ForeignKeyConstraint(
+            ["id"],
+            ["transactions.transactions.id"],
+            name="fk_tags_id_originals",
+            ondelete="CASCADE",
+        ),
+        sa.ForeignKeyConstraint(
+            ["tag"], ["tag.available.name"], name="fk_tags_tag_available"
+        ),
+        sa.PrimaryKeyConstraint("id", "tag", name="pk_tags"),
+        schema="transactions",
+    )
+    op.create_table(
+        "available",
+        sa.Column("name", sa.VARCHAR(), autoincrement=False, nullable=False),
+        sa.Column("group", sa.VARCHAR(), autoincrement=False, nullable=True),
+        sa.ForeignKeyConstraint(
+            ["group"], ["category.groups.name"], name="fk_available_group_groups"
+        ),
+        sa.PrimaryKeyConstraint("name", name="pk_available"),
+        schema="category",
+        postgresql_ignore_search_path=False,
+    )
+    op.create_table(
+        "rules",
+        sa.Column(
+            "id",
+            sa.BIGINT(),
+            server_default=sa.text("nextval('transactions.rules_id_seq'::regclass)"),
+            autoincrement=True,
+            nullable=False,
+        ),
+        sa.Column("end", sa.DATE(), autoincrement=False, nullable=True),
+        sa.Column("description", sa.VARCHAR(), autoincrement=False, nullable=True),
+        sa.Column("regex", sa.VARCHAR(), autoincrement=False, nullable=True),
+        sa.Column("bank", sa.VARCHAR(), autoincrement=False, nullable=True),
+        sa.Column(
+            "min", sa.NUMERIC(precision=16, scale=2), autoincrement=False, nullable=True
+        ),
+        sa.Column(
+            "max", sa.NUMERIC(precision=16, scale=2), autoincrement=False, nullable=True
+        ),
+        sa.Column("type", sa.VARCHAR(), autoincrement=False, nullable=False),
+        sa.Column("start", sa.DATE(), autoincrement=False, nullable=True),
+        sa.PrimaryKeyConstraint("id", name="pk_rules"),
+        schema="transactions",
+        postgresql_ignore_search_path=False,
+    )
+    op.create_table(
+        "groups",
+        sa.Column("name", sa.VARCHAR(), autoincrement=False, nullable=False),
+        sa.PrimaryKeyConstraint("name", name="pk_groups"),
+        schema="category",
+        postgresql_ignore_search_path=False,
+    )
+    op.create_table(
+        "rules",
+        sa.Column("id", sa.BIGINT(), autoincrement=False, nullable=False),
+        sa.Column("tag", sa.VARCHAR(), autoincrement=False, nullable=False),
+        sa.ForeignKeyConstraint(
+            ["id"],
+            ["transactions.rules.id"],
+            name="fk_rules_id_rules",
+            ondelete="CASCADE",
+        ),
+        sa.ForeignKeyConstraint(
+            ["tag"],
+            ["tag.available.name"],
+            name="fk_rules_tag_available",
+            ondelete="CASCADE",
+        ),
+        sa.PrimaryKeyConstraint("id", name="pk_rules"),
+        schema="tag",
+    )
+    op.create_table(
+        "schedules",
+        sa.Column("name", sa.VARCHAR(), autoincrement=False, nullable=False),
+        sa.Column(
+            "period",
+            postgresql.ENUM(
+                "daily", "weekly", "monthly", "yearly", name="period", schema="category"
+            ),
+            autoincrement=False,
+            nullable=True,
+        ),
+        sa.Column(
+            "period_multiplier", sa.INTEGER(), autoincrement=False, nullable=True
+        ),
+        sa.Column("amount", sa.INTEGER(), autoincrement=False, nullable=True),
+        sa.ForeignKeyConstraint(
+            ["name"],
+            ["category.available.name"],
+            name="fk_schedules_name_available",
+            ondelete="CASCADE",
+        ),
+        sa.PrimaryKeyConstraint("name", name="pk_schedules"),
+        schema="category",
+    )
+    op.create_table(
+        "rules",
+        sa.Column("id", sa.BIGINT(), autoincrement=False, nullable=False),
+        sa.Column("name", sa.VARCHAR(), autoincrement=False, nullable=False),
+        sa.ForeignKeyConstraint(
+            ["id"],
+            ["transactions.rules.id"],
+            name="fk_rules_id_rules",
+            ondelete="CASCADE",
+        ),
+        sa.ForeignKeyConstraint(
+            ["name"],
+            ["category.available.name"],
+            name="fk_rules_name_available",
+            ondelete="CASCADE",
+        ),
+        sa.PrimaryKeyConstraint("id", name="pk_rules"),
+        schema="category",
+    )
+    op.create_table(
+        "links",
+        sa.Column("original", sa.BIGINT(), autoincrement=False, nullable=False),
+        sa.Column("link", sa.BIGINT(), autoincrement=False, nullable=False),
+        sa.ForeignKeyConstraint(
+            ["link"],
+            ["transactions.transactions.id"],
+            name="fk_links_link_originals",
+            ondelete="CASCADE",
+        ),
+        sa.ForeignKeyConstraint(
+            ["original"],
+            ["transactions.transactions.id"],
+            name="fk_links_original_originals",
+            ondelete="CASCADE",
+        ),
+        sa.PrimaryKeyConstraint("original", "link", name="pk_links"),
+        schema="transactions",
+    )
+    op.create_table(
+        "selector",
+        sa.Column("id", sa.BIGINT(), autoincrement=False, nullable=False),
+        sa.Column(
+            "selector",
+            postgresql.ENUM(
+                "unknown",
+                "nullifier",
+                "vacations",
+                "rules",
+                "algorithm",
+                "manual",
+                name="selector_t",
+                schema="transactions",
+            ),
+            autoincrement=False,
+            nullable=False,
+        ),
+        sa.ForeignKeyConstraint(
+            ["id"],
+            ["transactions.categorized.id"],
+            name="fk_selector_id_categorized",
+            ondelete="CASCADE",
+        ),
+        sa.PrimaryKeyConstraint("id", name="pk_selector"),
+        schema="transactions",
+    )
+    op.create_table(
+        "banks",
+        sa.Column("name", sa.VARCHAR(), autoincrement=False, nullable=False),
+        sa.Column("BIC", sa.VARCHAR(length=8), autoincrement=False, nullable=False),
+        sa.Column(
+            "type",
+            postgresql.ENUM(
+                "checking",
+                "savings",
+                "investment",
+                "mealcard",
+                "VISA",
+                "MASTERCARD",
+                name="accounttype",
+                schema="bank",
+            ),
+            autoincrement=False,
+            nullable=False,
+        ),
+        sa.PrimaryKeyConstraint("BIC", "type", name="pk_banks"),
+        sa.UniqueConstraint("name", name="uq_banks_name"),
+        schema="bank",
+        postgresql_ignore_search_path=False,
+    )
+    op.create_table(
+        "available",
+        sa.Column("name", sa.VARCHAR(), autoincrement=False, nullable=False),
+        sa.PrimaryKeyConstraint("name", name="pk_available"),
+        schema="tag",
+    )
+    op.create_table(
+        "notes",
+        sa.Column("id", sa.BIGINT(), autoincrement=False, nullable=False),
+        sa.Column("note", sa.VARCHAR(), autoincrement=False, nullable=False),
+        sa.ForeignKeyConstraint(
+            ["id"],
+            ["transactions.transactions.id"],
+            name="fk_notes_id_originals",
+            ondelete="CASCADE",
+        ),
+        sa.PrimaryKeyConstraint("id", name="pk_notes"),
+        schema="transactions",
+    )
+    op.create_table(
+        "categorized",
+        sa.Column("id", sa.BIGINT(), autoincrement=False, nullable=False),
+        sa.Column("name", sa.VARCHAR(), autoincrement=False, nullable=False),
+        sa.ForeignKeyConstraint(
+            ["id"],
+            ["transactions.transactions.id"],
+            name="fk_categorized_id_originals",
+            ondelete="CASCADE",
+        ),
+        sa.ForeignKeyConstraint(
+            ["name"],
+            ["category.available.name"],
+            name="fk_categorized_name_available",
+            ondelete="CASCADE",
+        ),
+        sa.PrimaryKeyConstraint("id", name="pk_categorized"),
+        schema="transactions",
+    )
+    op.drop_table("category_selectors", schema="pfbudget")
+    op.drop_table("transactions_tagged", schema="pfbudget")
+    op.drop_table("transactions_categorized", schema="pfbudget")
+    op.drop_table("notes", schema="pfbudget")
+    op.drop_table("links", schema="pfbudget")
+    op.drop_table("category_schedules", schema="pfbudget")
+    op.drop_table("category_rules", schema="pfbudget")
+    op.drop_table("transactions", schema="pfbudget")
+    op.drop_table("tag_rules", schema="pfbudget")
+    op.drop_table("categories", schema="pfbudget")
+    op.drop_table("banks_nordigen", schema="pfbudget")
+    op.drop_table("tags", schema="pfbudget")
+    op.drop_table("rules", schema="pfbudget")
+    op.drop_table("category_groups", schema="pfbudget")
+    op.drop_table("banks", schema="pfbudget")
+    # ### end Alembic commands ###

pfbudget/__main__.py

@@ -53,7 +53,7 @@ if __name__ == "__main__":
             if not args["all"]:
                 params.append(args["banks"])
             else:
-                params.append([])
+                params.append(None)
 
         case Operation.BankAdd:
             keys = {"bank", "bic", "type"}
@@ -130,12 +130,12 @@ if __name__ == "__main__":
             keys = {"category", "group"}
             assert args.keys() >= keys, f"missing {args.keys() - keys}"
 
-            params = [type.Category(cat) for cat in args["category"]]
-            params.append(args["group"])
+            params = [{"name": cat, "group": args["group"]} for cat in args["category"]]
 
         case Operation.CategoryRemove:
             assert "category" in args, "argparser ill defined"
-            params = [type.Category(cat) for cat in args["category"]]
+
+            params = args["category"]
 
         case Operation.CategorySchedule:
             keys = {"category", "period", "frequency"}
@@ -246,7 +246,7 @@ if __name__ == "__main__":
 
         case Operation.GroupRemove:
             assert "group" in args, "argparser ill defined"
-            params = [type.CategoryGroup(group) for group in args["group"]]
+            params = args["group"]
 
         case Operation.Forge | Operation.Dismantle:
             keys = {"original", "links"}

pfbudget/cli/argparser.py

@@ -67,7 +67,7 @@ def argparser() -> argparse.ArgumentParser:
 
     pimport = subparsers.add_parser("import")
     pimport.set_defaults(op=Operation.Import)
-    pimport.add_argument("file", nargs=1, type=str)
+    file_options(pimport)
 
     # Parse from .csv
     parse = subparsers.add_parser("parse")

pfbudget/cli/interactive.py

@@ -57,7 +57,7 @@ class Interactive:
 
                     case "split":
                         new = self.split(next)
-                        session.add(new)
+                        session.insert(new)
 
                     case other:
                         if not other:
@@ -84,7 +84,7 @@ class Interactive:
                             )
                             for tag in tags:
                                 if tag not in [t.name for t in self.tags]:
-                                    session.add([Tag(tag)])
+                                    session.insert([Tag(tag)])
                                     self.tags = session.get(Tag)
 
                                 next.tags.add(TransactionTag(tag))

pfbudget/core/manager.py

@@ -1,10 +1,12 @@
 import csv
+import json
 from pathlib import Path
 import pickle
+from typing import Optional
 import webbrowser
 
 from pfbudget.common.types import Operation
-from pfbudget.db.client import DbClient
+from pfbudget.db.client import Client
 from pfbudget.db.model import (
     Bank,
     BankTransaction,
@@ -27,6 +29,7 @@ from pfbudget.db.model import (
 from pfbudget.extract.nordigen import NordigenClient, NordigenCredentialsManager
 from pfbudget.extract.parsers import parse_data
 from pfbudget.extract.psd2 import PSD2Extractor
+from pfbudget.load.database import DatabaseLoader
 from pfbudget.transform.categorizer import Categorizer
 from pfbudget.transform.nullifier import Nullifier
 from pfbudget.transform.tagger import Tagger
@@ -35,6 +38,7 @@ from pfbudget.transform.tagger import Tagger
 class Manager:
     def __init__(self, db: str, verbosity: int = 0):
         self._db = db
+        self._database: Optional[Client] = None
         self._verbosity = verbosity
 
     def action(self, op: Operation, params=None):
@@ -49,10 +53,7 @@ class Manager:
                 pass
 
             case Operation.Transactions:
-                with self.db.session() as session:
-                    transactions = session.get(Transaction)
-                    ret = [t.format for t in transactions]
-                return ret
+                return [t.format for t in self.database.select(Transaction)]
 
             case Operation.Parse:
                 # Adapter for the parse_data method. Can be refactored.
@@ -71,37 +72,36 @@ class Manager:
                     len(transactions) > 0
                     and input(f"{transactions[:5]}\nCommit? (y/n)") == "y"
                 ):
-                    with self.db.session() as session:
-                        session.add(sorted(transactions))
+                    self.database.insert(sorted(transactions))
 
             case Operation.Download:
-                client = Manager.nordigen_client()
-                with self.db.session() as session:
-                    if len(params[3]) == 0:
-                        banks = session.get(Bank, Bank.nordigen)
-                    else:
-                        banks = session.get(Bank, Bank.name, params[3])
-                    session.expunge_all()
+                if params[3]:
+                    values = params[3]
+                    banks = self.database.select(Bank, lambda: Bank.name.in_(values))
+                else:
+                    banks = self.database.select(Bank, Bank.nordigen)
+
+                extractor = PSD2Extractor(Manager.nordigen_client())
 
-                extractor = PSD2Extractor(client)
                 transactions = []
                 for bank in banks:
                     transactions.extend(extractor.extract(bank, params[0], params[1]))
 
                 # dry-run
-                if not params[2]:
-                    with self.db.session() as session:
-                        session.add(sorted(transactions))
-                else:
+                if params[2]:
                     print(sorted(transactions))
+                    return
+
+                loader = DatabaseLoader(self.database)
+                loader.load(sorted(transactions))
 
             case Operation.Categorize:
-                with self.db.session() as session:
-                    uncategorized = session.get(
-                        BankTransaction, ~BankTransaction.category.has()
+                with self.database.session as session:
+                    uncategorized = session.select(
+                        BankTransaction, lambda: ~BankTransaction.category.has()
                     )
-                    categories = session.get(Category)
-                    tags = session.get(Tag)
+                    categories = session.select(Category)
+                    tags = session.select(Tag)
 
                     rules = [cat.rules for cat in categories if cat.name == "null"]
                     Nullifier(rules).transform_inplace(uncategorized)
@@ -113,20 +113,16 @@ class Manager:
                     Tagger(rules).transform_inplace(uncategorized)
 
             case Operation.BankMod:
-                with self.db.session() as session:
-                    session.update(Bank, params)
+                self.database.update(Bank, params)
 
             case Operation.PSD2Mod:
-                with self.db.session() as session:
-                    session.update(Nordigen, params)
+                self.database.update(Nordigen, params)
 
             case Operation.BankDel:
-                with self.db.session() as session:
-                    session.remove_by_name(Bank, params)
+                self.database.delete(Bank, Bank.name, params)
 
             case Operation.PSD2Del:
-                with self.db.session() as session:
-                    session.remove_by_name(Nordigen, params)
+                self.database.delete(Nordigen, Nordigen.name, params)
 
             case Operation.Token:
                 Manager.nordigen_client().generate_token()
@@ -143,53 +139,37 @@ class Manager:
             case (
                 Operation.BankAdd
                 | Operation.CategoryAdd
+                | Operation.GroupAdd
                 | Operation.PSD2Add
                 | Operation.RuleAdd
                 | Operation.TagAdd
                 | Operation.TagRuleAdd
             ):
-                with self.db.session() as session:
-                    session.add(params)
+                self.database.insert(params)
 
             case Operation.CategoryUpdate:
-                with self.db.session() as session:
-                    session.updategroup(*params)
+                self.database.update(Category, params)
 
             case Operation.CategoryRemove:
-                with self.db.session() as session:
-                    session.remove_by_name(Category, params)
+                self.database.delete(Category, Category.name, params)
 
             case Operation.CategorySchedule:
-                with self.db.session() as session:
-                    session.updateschedules(params)
+                raise NotImplementedError
 
             case Operation.RuleRemove:
-                assert all(isinstance(param, int) for param in params)
-                with self.db.session() as session:
-                    session.remove_by_id(CategoryRule, params)
+                self.database.delete(CategoryRule, CategoryRule.id, params)
 
             case Operation.TagRemove:
-                with self.db.session() as session:
-                    session.remove_by_name(Tag, params)
+                self.database.delete(Tag, Tag.name, params)
 
             case Operation.TagRuleRemove:
-                assert all(isinstance(param, int) for param in params)
-                with self.db.session() as session:
-                    session.remove_by_id(TagRule, params)
+                self.database.delete(TagRule, TagRule.id, params)
 
             case Operation.RuleModify | Operation.TagRuleModify:
-                assert all(isinstance(param, dict) for param in params)
-                with self.db.session() as session:
-                    session.update(Rule, params)
-
-            case Operation.GroupAdd:
-                with self.db.session() as session:
-                    session.add(params)
+                self.database.update(Rule, params)
 
             case Operation.GroupRemove:
-                assert all(isinstance(param, CategoryGroup) for param in params)
-                with self.db.session() as session:
-                    session.remove_by_name(CategoryGroup, params)
+                self.database.delete(CategoryGroup, CategoryGroup.name, params)
 
             case Operation.Forge:
                 if not (
@@ -198,9 +178,14 @@ class Manager:
                 ):
                     raise TypeError("f{params} are not transaction ids")
 
-                with self.db.session() as session:
-                    original = session.get(Transaction, Transaction.id, params[0])[0]
-                    links = session.get(Transaction, Transaction.id, params[1])
+                with self.database.session as session:
+                    id = params[0]
+                    original = session.select(
+                        Transaction, lambda: Transaction.id == id
+                    )[0]
+
+                    ids = params[1]
+                    links = session.select(Transaction, lambda: Transaction.id.in_(ids))
 
                     if not original.category:
                         original.category = self.askcategory(original)
@@ -217,15 +202,10 @@ class Manager:
                             link.category = original.category
 
                     tobelinked = [Link(original.id, link.id) for link in links]
-                    session.add(tobelinked)
+                    session.insert(tobelinked)
 
             case Operation.Dismantle:
-                assert all(isinstance(param, Link) for param in params)
-
-                with self.db.session() as session:
-                    original = params[0].original
-                    links = [link.link for link in params]
-                    session.remove_links(original, links)
+                raise NotImplementedError
 
             case Operation.Split:
                 if len(params) < 1 and not all(
@@ -240,8 +220,10 @@ class Manager:
                         f"{original.amount}€ != {sum(v for v, _ in params[1:])}€"
                     )
 
-                with self.db.session() as session:
-                    originals = session.get(Transaction, Transaction.id, [original.id])
+                with self.database.session as session:
+                    originals = session.select(
+                        Transaction, lambda: Transaction.id == original.id
+                    )
                     assert len(originals) == 1, ">1 transactions matched {original.id}!"
 
                     originals[0].split = True
@@ -260,11 +242,13 @@ class Manager:
                         splitted.category = t.category
                         transactions.append(splitted)
 
-                    session.add(transactions)
+                    session.insert(transactions)
 
             case Operation.Export:
-                with self.db.session() as session:
-                    self.dump(params[0], params[1], sorted(session.get(Transaction)))
+                with self.database.session as session:
+                    self.dump(
+                        params[0], params[1], self.database.select(Transaction, session)
+                    )
 
             case Operation.Import:
                 transactions = []
@@ -297,12 +281,11 @@ class Manager:
                     transactions.append(transaction)
 
                 if self.certify(transactions):
-                    with self.db.session() as session:
-                        session.add(transactions)
+                    self.database.insert(transactions)
 
             case Operation.ExportBanks:
-                with self.db.session() as session:
-                    self.dump(params[0], params[1], session.get(Bank))
+                with self.database.session as session:
+                    self.dump(params[0], params[1], self.database.select(Bank, session))
 
             case Operation.ImportBanks:
                 banks = []
@@ -313,34 +296,39 @@ class Manager:
                     banks.append(bank)
 
                 if self.certify(banks):
-                    with self.db.session() as session:
-                        session.add(banks)
+                    self.database.insert(banks)
 
             case Operation.ExportCategoryRules:
-                with self.db.session() as session:
-                    self.dump(params[0], params[1], session.get(CategoryRule))
+                with self.database.session as session:
+                    self.dump(
+                        params[0],
+                        params[1],
+                        self.database.select(CategoryRule, session),
+                    )
 
             case Operation.ImportCategoryRules:
                 rules = [CategoryRule(**row) for row in self.load(params[0], params[1])]
 
                 if self.certify(rules):
-                    with self.db.session() as session:
-                        session.add(rules)
+                    self.database.insert(rules)
 
             case Operation.ExportTagRules:
-                with self.db.session() as session:
-                    self.dump(params[0], params[1], session.get(TagRule))
+                with self.database.session as session:
+                    self.dump(
+                        params[0], params[1], self.database.select(TagRule, session)
+                    )
 
             case Operation.ImportTagRules:
                 rules = [TagRule(**row) for row in self.load(params[0], params[1])]
 
                 if self.certify(rules):
-                    with self.db.session() as session:
-                        session.add(rules)
+                    self.database.insert(rules)
 
             case Operation.ExportCategories:
-                with self.db.session() as session:
-                    self.dump(params[0], params[1], session.get(Category))
+                with self.database.session as session:
+                    self.dump(
+                        params[0], params[1], self.database.select(Category, session)
+                    )
 
             case Operation.ImportCategories:
                 # rules = [Category(**row) for row in self.load(params[0])]
@@ -359,12 +347,15 @@ class Manager:
                     categories.append(category)
 
                 if self.certify(categories):
-                    with self.db.session() as session:
-                        session.add(categories)
+                    self.database.insert(categories)
 
             case Operation.ExportCategoryGroups:
-                with self.db.session() as session:
-                    self.dump(params[0], params[1], session.get(CategoryGroup))
+                with self.database.session as session:
+                    self.dump(
+                        params[0],
+                        params[1],
+                        self.database.select(CategoryGroup, session),
+                    )
 
             case Operation.ImportCategoryGroups:
                 groups = [
@@ -372,8 +363,7 @@ class Manager:
                 ]
 
                 if self.certify(groups):
-                    with self.db.session() as session:
-                        session.add(groups)
+                    self.database.insert(groups)
 
     def parse(self, filename: Path, args: dict):
         return parse_data(filename, args)
@@ -381,13 +371,12 @@ class Manager:
     def askcategory(self, transaction: Transaction):
         selector = CategorySelector(Selector_T.manual)
 
-        with self.db.session() as session:
-            categories = session.get(Category)
+        categories = self.database.select(Category)
 
-            while True:
-                category = input(f"{transaction}: ")
-                if category in [c.name for c in categories]:
-                    return TransactionCategory(category, selector)
+        while True:
+            category = input(f"{transaction}: ")
+            if category in [c.name for c in categories]:
+                return TransactionCategory(category, selector)
 
     @staticmethod
     def dump(fn, format, sequence):
@@ -397,6 +386,9 @@ class Manager:
         elif format == "csv":
             with open(fn, "w", newline="") as f:
                 csv.writer(f).writerows([e.format.values() for e in sequence])
+        elif format == "json":
+            with open(fn, "w", newline="") as f:
+                json.dump([e.format for e in sequence], f, indent=4, default=str)
         else:
             print("format not well specified")
 
@@ -418,12 +410,10 @@ class Manager:
         return False
 
     @property
-    def db(self) -> DbClient:
-        return DbClient(self._db, self._verbosity > 2)
-
-    @db.setter
-    def db(self, url: str):
-        self._db = url
+    def database(self) -> Client:
+        if not self._database:
+            self._database = Client(self._db, echo=self._verbosity > 2)
+        return self._database
 
     @staticmethod
     def nordigen_client() -> NordigenClient:

pfbudget/db/client.py

@@ -1,123 +1,69 @@
-from dataclasses import asdict
-from sqlalchemy import create_engine, delete, select, update
-from sqlalchemy.dialects.postgresql import insert
-from sqlalchemy.orm import Session
-from sqlalchemy.sql.expression import false
-from typing import Sequence, Type, TypeVar
+from collections.abc import Sequence
+from copy import deepcopy
+from sqlalchemy import Engine, create_engine, delete, select, update
+from sqlalchemy.orm import Session, sessionmaker
+from typing import Any, Mapping, Optional, Type, TypeVar
 
-from pfbudget.db.model import (
-    Category,
-    CategoryGroup,
-    CategorySchedule,
-    Link,
-    Transaction,
-)
+# from pfbudget.db.exceptions import InsertError, SelectError
 
 
-class DbClient:
-    """
-    General database client using sqlalchemy
-    """
+class DatabaseSession:
+    def __init__(self, session: Session):
+        self.__session = session
 
-    __sessions: list[Session]
+    def __enter__(self):
+        self.__session.begin()
+        return self
 
-    def __init__(self, url: str, echo=False) -> None:
-        self._engine = create_engine(url, echo=echo)
+    def __exit__(self, exc_type: Any, exc_val: Any, exc_tb: Any):
+        if exc_type:
+            self.__session.rollback()
+        else:
+            self.__session.commit()
+        self.__session.close()
+
+    def insert(self, sequence: Sequence[Any]) -> None:
+        self.__session.add_all(sequence)
+
+    T = TypeVar("T")
+
+    def select(self, what: Type[T], exists: Optional[Any] = None) -> Sequence[T]:
+        if exists:
+            stmt = select(what).filter(exists)
+        else:
+            stmt = select(what)
+
+        return self.__session.scalars(stmt).all()
+
+
+class Client:
+    def __init__(self, url: str, **kwargs: Any):
+        assert url, "Database URL is empty!"
+        self._engine = create_engine(url, **kwargs)
+        self._sessionmaker = sessionmaker(self._engine)
+
+    def insert(self, sequence: Sequence[Any]) -> None:
+        new = deepcopy(sequence)
+        with self.session as session:
+            session.insert(new)
+
+    T = TypeVar("T")
+
+    def select(self, what: Type[T], exists: Optional[Any] = None) -> Sequence[T]:
+        return self.session.select(what, exists)
+
+    def update(self, what: Type[Any], values: Sequence[Mapping[str, Any]]) -> None:
+        with self._sessionmaker() as session, session.begin():
+            session.execute(update(what), values)
+
+    def delete(self, what: Type[Any], column: Any, values: Sequence[str]) -> None:
+        with self._sessionmaker() as session, session.begin():
+            session.execute(delete(what).where(column.in_(values)))
 
     @property
-    def engine(self):
+    def engine(self) -> Engine:
         return self._engine
 
-    class ClientSession:
-        def __init__(self, engine):
-            self.__engine = engine
-
-        def __enter__(self):
-            self.__session = Session(self.__engine)
-            return self
-
-        def __exit__(self, exc_type, exc_value, exc_tb):
-            self.commit()
-            self.__session.close()
-
-        def commit(self):
-            self.__session.commit()
-
-        def expunge_all(self):
-            self.__session.expunge_all()
-
-        T = TypeVar("T")
-
-        def get(self, type: Type[T], column=None, values=None) -> Sequence[T]:
-            if column is not None:
-                if values:
-                    if isinstance(values, Sequence):
-                        stmt = select(type).where(column.in_(values))
-                    else:
-                        stmt = select(type).where(column == values)
-                else:
-                    stmt = select(type).where(column)
-            else:
-                stmt = select(type)
-
-            return self.__session.scalars(stmt).all()
-
-        def uncategorized(self) -> Sequence[Transaction]:
-            """Selects all valid uncategorized transactions
-            At this moment that includes:
-            - Categories w/o category
-            - AND non-split categories
-
-            Returns:
-                Sequence[Transaction]: transactions left uncategorized
-            """
-            stmt = (
-                select(Transaction)
-                .where(~Transaction.category.has())
-                .where(Transaction.split == false())
-            )
-            return self.__session.scalars(stmt).all()
-
-        def add(self, rows: list):
-            self.__session.add_all(rows)
-
-        def remove_by_name(self, type, rows: list):
-            stmt = delete(type).where(type.name.in_([row.name for row in rows]))
-            self.__session.execute(stmt)
-
-        def updategroup(self, categories: list[Category], group: CategoryGroup):
-            stmt = (
-                update(Category)
-                .where(Category.name.in_([cat.name for cat in categories]))
-                .values(group=group)
-            )
-            self.__session.execute(stmt)
-
-        def updateschedules(self, schedules: list[CategorySchedule]):
-            stmt = insert(CategorySchedule).values([asdict(s) for s in schedules])
-            stmt = stmt.on_conflict_do_update(
-                index_elements=[CategorySchedule.name],
-                set_=dict(
-                    recurring=stmt.excluded.recurring,
-                    period=stmt.excluded.period,
-                    period_multiplier=stmt.excluded.period_multiplier,
-                ),
-            )
-            self.__session.execute(stmt)
-
-        def remove_by_id(self, type, ids: list[int]):
-            stmt = delete(type).where(type.id.in_(ids))
-            self.__session.execute(stmt)
-
-        def update(self, type, values: list[dict]):
-            print(type, values)
-            self.__session.execute(update(type), values)
-
-        def remove_links(self, original: int, links: list[int]):
-            stmt = delete(Link).where(
-                Link.original == original, Link.link.in_(link for link in links)
-            )
-            self.__session.execute(stmt)
-
-    def session(self) -> ClientSession:
-        return self.ClientSession(self.engine)
+    @property
+    def session(self) -> DatabaseSession:
+        return DatabaseSession(self._sessionmaker())

pfbudget/db/exceptions.py

@@ -0,0 +1,6 @@
+class InsertError(Exception):
+    pass
+
+
+class SelectError(Exception):
+    pass

pfbudget/db/model.py

@@ -9,6 +9,7 @@ from sqlalchemy import (
     BigInteger,
     Enum,
     ForeignKey,
+    Integer,
     MetaData,
     Numeric,
     String,
@@ -25,7 +26,7 @@ from sqlalchemy.orm import (
 
 class Base(MappedAsDataclass, DeclarativeBase):
     metadata = MetaData(
-        schema="transactions",
+        schema="pfbudget",
         naming_convention={
             "ix": "ix_%(column_0_label)s",
             "uq": "uq_%(table_name)s_%(column_0_name)s",
@@ -58,12 +59,11 @@ class Export:
 
 
 class Bank(Base, Export):
-    __table_args__ = {"schema": "bank"}
     __tablename__ = "banks"
 
-    name: Mapped[str] = mapped_column(unique=True)
-    BIC: Mapped[str] = mapped_column(String(8), primary_key=True)
-    type: Mapped[accounttype] = mapped_column(primary_key=True)
+    name: Mapped[str] = mapped_column(primary_key=True)
+    BIC: Mapped[str] = mapped_column(String(8))
+    type: Mapped[accounttype]
 
     nordigen: Mapped[Optional[Nordigen]] = relationship(lazy="joined", init=False)
 
@@ -79,7 +79,14 @@ class Bank(Base, Export):
 
 bankfk = Annotated[str, mapped_column(Text, ForeignKey(Bank.name))]
 
-idpk = Annotated[int, mapped_column(BigInteger, primary_key=True, autoincrement=True)]
+idpk = Annotated[
+    int,
+    mapped_column(
+        BigInteger().with_variant(Integer, "sqlite"),
+        primary_key=True,
+        autoincrement=True,
+    ),
+]
 money = Annotated[decimal.Decimal, mapped_column(Numeric(16, 2))]
 
 
@@ -151,8 +158,7 @@ class SplitTransaction(Transaction):
 
 
 class CategoryGroup(Base, Export):
-    __table_args__ = {"schema": "category"}
-    __tablename__ = "groups"
+    __tablename__ = "category_groups"
 
     name: Mapped[str] = mapped_column(primary_key=True)
 
@@ -162,8 +168,7 @@ class CategoryGroup(Base, Export):
 
 
 class Category(Base, Export):
-    __table_args__ = {"schema": "category"}
-    __tablename__ = "available"
+    __tablename__ = "categories"
 
     name: Mapped[str] = mapped_column(primary_key=True)
     group: Mapped[Optional[str]] = mapped_column(
@@ -200,7 +205,7 @@ catfk = Annotated[
 
 
 class TransactionCategory(Base, Export):
-    __tablename__ = "categorized"
+    __tablename__ = "transactions_categorized"
 
     id: Mapped[idfk] = mapped_column(primary_key=True, init=False)
     name: Mapped[catfk]
@@ -211,7 +216,9 @@ class TransactionCategory(Base, Export):
 
     @property
     def format(self):
-        return dict(name=self.name, selector=self.selector.format)
+        return dict(
+            name=self.name, selector=self.selector.format if self.selector else None
+        )
 
 
 class Note(Base):
@@ -222,8 +229,7 @@ class Note(Base):
 
 
 class Nordigen(Base, Export):
-    __table_args__ = {"schema": "bank"}
-    __tablename__ = "nordigen"
+    __tablename__ = "banks_nordigen"
 
     name: Mapped[bankfk] = mapped_column(primary_key=True)
     bank_id: Mapped[Optional[str]]
@@ -241,8 +247,7 @@ class Nordigen(Base, Export):
 
 
 class Tag(Base):
-    __table_args__ = {"schema": "tag"}
-    __tablename__ = "available"
+    __tablename__ = "tags"
 
     name: Mapped[str] = mapped_column(primary_key=True)
 
@@ -252,7 +257,7 @@ class Tag(Base):
 
 
 class TransactionTag(Base, Export):
-    __tablename__ = "tagged"
+    __tablename__ = "transactions_tagged"
 
     id: Mapped[idfk] = mapped_column(primary_key=True, init=False)
     tag: Mapped[str] = mapped_column(ForeignKey(Tag.name), primary_key=True)
@@ -281,7 +286,7 @@ categoryselector = Annotated[
 
 
 class CategorySelector(Base, Export):
-    __tablename__ = "selector"
+    __tablename__ = "category_selectors"
 
     id: Mapped[int] = mapped_column(
         BigInteger,
@@ -307,8 +312,7 @@ scheduleperiod = Annotated[Selector_T, mapped_column(Enum(Period, inherit_schema
 
 
 class CategorySchedule(Base, Export):
-    __table_args__ = {"schema": "category"}
-    __tablename__ = "schedules"
+    __tablename__ = "category_schedules"
 
     name: Mapped[catfk] = mapped_column(primary_key=True)
     period: Mapped[Optional[scheduleperiod]]
@@ -393,8 +397,7 @@ class Rule(Base, Export):
 
 
 class CategoryRule(Rule):
-    __table_args__ = {"schema": "category"}
-    __tablename__ = "rules"
+    __tablename__ = "category_rules"
 
     id: Mapped[int] = mapped_column(
         BigInteger,
@@ -417,8 +420,7 @@ class CategoryRule(Rule):
 
 
 class TagRule(Rule):
-    __table_args__ = {"schema": "tag"}
-    __tablename__ = "rules"
+    __tablename__ = "tag_rules"
 
     id: Mapped[int] = mapped_column(
         BigInteger,

pfbudget/extract/extract.py

@@ -1,9 +1,13 @@
 from abc import ABC, abstractmethod
+from datetime import date
+from typing import Sequence
 
-from pfbudget.db.model import Transaction
+from pfbudget.db.model import Bank, Transaction
 
 
-class Extract(ABC):
+class Extractor(ABC):
     @abstractmethod
-    def extract(self) -> list[Transaction]:
-        return NotImplementedError
+    def extract(
+        self, bank: Bank, start: date = date.min, end: date = date.max
+    ) -> Sequence[Transaction]:
+        raise NotImplementedError

pfbudget/extract/psd2.py

@@ -1,21 +1,20 @@
-import datetime as dt
-
+from datetime import date
 from typing import Sequence
 
 from pfbudget.db.model import Bank, BankTransaction
 from pfbudget.utils.converters import convert
 
 from .exceptions import BankError, DownloadError, ExtractError
-from .extract import Extract
+from .extract import Extractor
 from .nordigen import NordigenClient
 
 
-class PSD2Extractor(Extract):
+class PSD2Extractor(Extractor):
     def __init__(self, client: NordigenClient):
         self.__client = client
 
     def extract(
-        self, bank: Bank, start=dt.date.min, end=dt.date.max
+        self, bank: Bank, start: date = date.min, end: date = date.max
     ) -> Sequence[BankTransaction]:
         if not bank.nordigen:
             raise BankError("Bank doesn't have Nordigen info")

pfbudget/load/database.py

@@ -0,0 +1,14 @@
+from typing import Sequence
+
+from pfbudget.db.client import Client
+from pfbudget.db.model import Transaction
+
+from .load import Loader
+
+
+class DatabaseLoader(Loader):
+    def __init__(self, client: Client) -> None:
+        self.client = client
+
+    def load(self, transactions: Sequence[Transaction]) -> None:
+        self.client.insert(transactions)

pfbudget/load/load.py

@@ -0,0 +1,10 @@
+from abc import ABC, abstractmethod
+from typing import Sequence
+
+from pfbudget.db.model import Transaction
+
+
+class Loader(ABC):
+    @abstractmethod
+    def load(self, transactions: Sequence[Transaction]) -> None:
+        raise NotImplementedError

pfbudget/transform/categorizer.py

@@ -1,5 +1,5 @@
 from copy import deepcopy
-from typing import Sequence
+from typing import Iterable, Sequence
 
 from pfbudget.db.model import (
     CategoryRule,
@@ -13,7 +13,7 @@ from .transform import Transformer
 
 
 class Categorizer(Transformer):
-    def __init__(self, rules: Sequence[CategoryRule]):
+    def __init__(self, rules: Iterable[CategoryRule]):
         self.rules = rules
 
     def transform(self, transactions: Sequence[Transaction]) -> Sequence[Transaction]:

pfbudget/transform/tagger.py

@@ -1,12 +1,12 @@
 from copy import deepcopy
-from typing import Sequence
+from typing import Iterable, Sequence
 
 from pfbudget.db.model import TagRule, Transaction, TransactionTag
 from .transform import Transformer
 
 
 class Tagger(Transformer):
-    def __init__(self, rules: Sequence[TagRule]):
+    def __init__(self, rules: Iterable[TagRule]):
         self.rules = rules
 
     def transform(self, transactions: Sequence[Transaction]) -> Sequence[Transaction]:
@@ -18,7 +18,7 @@ class Tagger(Transformer):
     def transform_inplace(self, transactions: Sequence[Transaction]) -> None:
         for rule in self.rules:
             for transaction in transactions:
-                if rule.tag in transaction.tags:
+                if rule.tag in [tag.tag for tag in transaction.tags]:
                     continue
 
                 if not rule.matches(transaction):

pfbudget/transform/transform.py

@@ -6,9 +6,9 @@ from pfbudget.db.model import Transaction
 
 class Transformer(ABC):
     @abstractmethod
-    def transform(self, _: Sequence[Transaction]) -> Sequence[Transaction]:
+    def transform(self, transactions: Sequence[Transaction]) -> Sequence[Transaction]:
         raise NotImplementedError
 
     @abstractmethod
-    def transform_inplace(self, _: Sequence[Transaction]) -> None:
+    def transform_inplace(self, transactions: Sequence[Transaction]) -> None:
         raise NotImplementedError

poetry.lock

@@ -1,5 +1,25 @@
 # This file is automatically @generated by Poetry and should not be changed by hand.
 
+[[package]]
+name = "alembic"
+version = "1.10.3"
+description = "A database migration tool for SQLAlchemy."
+category = "dev"
+optional = false
+python-versions = ">=3.7"
+files = [
+    {file = "alembic-1.10.3-py3-none-any.whl", hash = "sha256:b2e0a6cfd3a8ce936a1168320bcbe94aefa3f4463cd773a968a55071beb3cd37"},
+    {file = "alembic-1.10.3.tar.gz", hash = "sha256:32a69b13a613aeb7e8093f242da60eff9daed13c0df02fff279c1b06c32965d2"},
+]
+
+[package.dependencies]
+Mako = "*"
+SQLAlchemy = ">=1.3.0"
+typing-extensions = ">=4"
+
+[package.extras]
+tz = ["python-dateutil"]
+
 [[package]]
 name = "black"
 version = "23.3.0"
@@ -577,6 +597,86 @@ files = [
     {file = "kiwisolver-1.4.4.tar.gz", hash = "sha256:d41997519fcba4a1e46eb4a2fe31bc12f0ff957b2b81bac28db24744f333e955"},
 ]
 
+[[package]]
+name = "mako"
+version = "1.2.4"
+description = "A super-fast templating language that borrows the best ideas from the existing templating languages."
+category = "dev"
+optional = false
+python-versions = ">=3.7"
+files = [
+    {file = "Mako-1.2.4-py3-none-any.whl", hash = "sha256:c97c79c018b9165ac9922ae4f32da095ffd3c4e6872b45eded42926deea46818"},
+    {file = "Mako-1.2.4.tar.gz", hash = "sha256:d60a3903dc3bb01a18ad6a89cdbe2e4eadc69c0bc8ef1e3773ba53d44c3f7a34"},
+]
+
+[package.dependencies]
+MarkupSafe = ">=0.9.2"
+
+[package.extras]
+babel = ["Babel"]
+lingua = ["lingua"]
+testing = ["pytest"]
+
+[[package]]
+name = "markupsafe"
+version = "2.1.2"
+description = "Safely add untrusted strings to HTML/XML markup."
+category = "dev"
+optional = false
+python-versions = ">=3.7"
+files = [
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+    {file = "MarkupSafe-2.1.2.tar.gz", hash = "sha256:abcabc8c2b26036d62d4c746381a6f7cf60aafcc653198ad678306986b09450d"},
+]
+
 [[package]]
 name = "matplotlib"
 version = "3.7.1"
@@ -1258,4 +1358,4 @@ socks = ["PySocks (>=1.5.6,!=1.5.7,<2.0)"]
 [metadata]
 lock-version = "2.0"
 python-versions = "^3.10"
-content-hash = "cc31ed1ff1c9e446fcadda094494251b015a103df8024c45e442436856977bbb"
+content-hash = "e38058bfbc3f73450af9c72519ab32b96dc12406712ba18688e31deb39e2f2a1"

pyproject.toml

@@ -12,7 +12,7 @@ python = "^3.10"
 codetiming = "^1.4.0"
 matplotlib = "^3.7.1"
 nordigen = "^1.3.1"
-psycopg2 = "^2.9.6"
+psycopg2 = {extras = ["binary"], version = "^2.9.6"}
 python-dateutil = "^2.8.2"
 python-dotenv = "^1.0.0"
 pyyaml = "^6.0"
@@ -20,6 +20,7 @@ sqlalchemy = "^2.0.9"
 
 
 [tool.poetry.group.dev.dependencies]
+alembic = "^1.10.3"
 black = "^23.3.0"
 flake8 = "^6.0.0"
 mypy = "^1.2.0"

tests/test_database.py

@@ -0,0 +1,149 @@
+from datetime import date
+from decimal import Decimal
+import pytest
+
+from pfbudget.db.client import Client
+from pfbudget.db.model import (
+    AccountType,
+    Bank,
+    Base,
+    CategorySelector,
+    Nordigen,
+    Selector_T,
+    Transaction,
+    TransactionCategory,
+)
+
+
+@pytest.fixture
+def client() -> Client:
+    url = "sqlite://"
+    client = Client(url, execution_options={"schema_translate_map": {"pfbudget": None}})
+    Base.metadata.create_all(client.engine)
+    return client
+
+
+@pytest.fixture
+def banks(client: Client) -> list[Bank]:
+    banks = [
+        Bank("bank", "BANK", AccountType.checking),
+        Bank("broker", "BROKER", AccountType.investment),
+        Bank("creditcard", "CC", AccountType.MASTERCARD),
+    ]
+    banks[0].nordigen = Nordigen("bank", None, "req", None)
+
+    client.insert(banks)
+    return banks
+
+
+@pytest.fixture
+def transactions(client: Client) -> list[Transaction]:
+    transactions = [
+        Transaction(date(2023, 1, 1), "", Decimal("-10")),
+        Transaction(date(2023, 1, 2), "", Decimal("-50")),
+    ]
+    transactions[0].category = TransactionCategory(
+        "name", CategorySelector(Selector_T.algorithm)
+    )
+
+    client.insert(transactions)
+    for i, transaction in enumerate(transactions):
+        transaction.id = i + 1
+        transaction.split = False  # default
+    transactions[0].category.id = 1
+    transactions[0].category.selector.id = 1
+
+    return transactions
+
+
+class TestDatabase:
+    def test_initialization(self, client: Client):
+        pass
+
+    def test_insert_with_session(self, client: Client):
+        transactions = [
+            Transaction(date(2023, 1, 1), "", Decimal("-10")),
+            Transaction(date(2023, 1, 2), "", Decimal("-50")),
+        ]
+
+        with client.session as session:
+            session.insert(transactions)
+            assert session.select(Transaction) == transactions
+
+    def test_insert_transactions(self, client: Client, transactions: list[Transaction]):
+        result = client.select(Transaction)
+        assert result == transactions
+
+    def test_select_transactions_without_category(
+        self, client: Client, transactions: list[Transaction]
+    ):
+        result = client.select(Transaction, lambda: ~Transaction.category.has())
+        assert result == [transactions[1]]
+
+    def test_select_banks(self, client: Client, banks: list[Bank]):
+        result = client.select(Bank)
+        assert result == banks
+
+    def test_select_banks_with_nordigen(self, client: Client, banks: list[Bank]):
+        result = client.select(Bank, Bank.nordigen)
+        assert result == [banks[0]]
+
+    def test_select_banks_by_name(self, client: Client, banks: list[Bank]):
+        name = banks[0].name
+        result = client.select(Bank, lambda: Bank.name == name)
+        assert result == [banks[0]]
+
+        names = [banks[0].name, banks[1].name]
+        result = client.select(Bank, lambda: Bank.name.in_(names))
+        assert result == [banks[0], banks[1]]
+
+    def test_update_bank_with_session(self, client: Client, banks: list[Bank]):
+        with client.session as session:
+            name = banks[0].name
+            bank = session.select(Bank, lambda: Bank.name == name)[0]
+            bank.name = "anotherbank"
+
+        result = client.select(Bank, lambda: Bank.name == "anotherbank")
+        assert len(result) == 1
+
+    def test_update_bank(self, client: Client, banks: list[Bank]):
+        name = banks[0].name
+
+        result = client.select(Bank, lambda: Bank.name == name)
+        assert result[0].type == AccountType.checking
+
+        update = {"name": name, "type": AccountType.savings}
+        client.update(Bank, [update])
+
+        result = client.select(Bank, lambda: Bank.name == name)
+        assert result[0].type == AccountType.savings
+
+    def test_update_nordigen(self, client: Client, banks: list[Bank]):
+        name = banks[0].name
+
+        result = client.select(Nordigen, lambda: Nordigen.name == name)
+        assert result[0].requisition_id == "req"
+
+        update = {"name": name, "requisition_id": "anotherreq"}
+        client.update(Nordigen, [update])
+
+        result = client.select(Nordigen, lambda: Nordigen.name == name)
+        assert result[0].requisition_id == "anotherreq"
+
+        result = client.select(Bank, lambda: Bank.name == name)
+        assert getattr(result[0].nordigen, "requisition_id", None) == "anotherreq"
+
+    def test_remove_bank(self, client: Client, banks: list[Bank]):
+        name = banks[0].name
+
+        result = client.select(Bank)
+        assert len(result) == 3
+
+        client.delete(Bank, Bank.name, [name])
+        result = client.select(Bank)
+        assert len(result) == 2
+
+        names = [banks[1].name, banks[2].name]
+        client.delete(Bank, Bank.name, names)
+        result = client.select(Bank)
+        assert len(result) == 0

tests/test_load.py

@@ -0,0 +1,38 @@
+from datetime import date
+from decimal import Decimal
+from typing import Sequence
+import pytest
+
+from pfbudget.db.client import Client
+from pfbudget.db.model import BankTransaction, Transaction
+from pfbudget.load.database import DatabaseLoader
+from pfbudget.load.load import Loader
+
+
+class FakeDatabaseClient(Client):
+    def __init__(self, url: str) -> None:
+        super().__init__(url)
+
+    def insert(self, transactions: Sequence[Transaction]) -> None:
+        pass
+
+
+@pytest.fixture
+def loader() -> Loader:
+    url = "postgresql://user:pass@127.0.0.1:5432/db"
+    client = FakeDatabaseClient(url)
+    return DatabaseLoader(client)
+
+
+class TestDatabaseLoad:
+    def test_empty_url(self):
+        with pytest.raises(AssertionError):
+            _ = FakeDatabaseClient("")
+
+    def test_insert(self, loader: Loader):
+        transactions = [
+            BankTransaction(date(2023, 1, 1), "", Decimal("-500"), "Bank#1"),
+            BankTransaction(date(2023, 1, 2), "", Decimal("500"), "Bank#2"),
+        ]
+
+        loader.load(transactions)

tests/test_psd2.py

@@ -1,30 +1,32 @@
 import datetime as dt
 from decimal import Decimal
+from typing import Any, Optional
 import pytest
 import requests
 
 import mocks.nordigen as mock
 
-from pfbudget.db.model import Bank, BankTransaction, Nordigen
+from pfbudget.db.model import AccountType, Bank, BankTransaction, Nordigen
 from pfbudget.extract.exceptions import BankError, CredentialsError
+from pfbudget.extract.extract import Extractor
 from pfbudget.extract.nordigen import NordigenClient, NordigenCredentials
 from pfbudget.extract.psd2 import PSD2Extractor
 
 
 class MockGet:
-    def __init__(self, mock_exception=None):
+    def __init__(self, mock_exception: Optional[Exception] = None):
         self._status_code = 200
         self._mock_exception = mock_exception
 
-    def __call__(self, *args, **kwargs):
+    def __call__(self, *args: Any, **kwargs: Any):
         if self._mock_exception:
             raise self._mock_exception
 
-        self._headers = kwargs["headers"]
+        self._headers: dict[str, str] = kwargs["headers"]
         if "Authorization" not in self._headers or not self._headers["Authorization"]:
             self._status_code = 401
 
-        self.url = kwargs["url"]
+        self.url: str = kwargs["url"]
         return self
 
     @property
@@ -47,7 +49,7 @@ class MockGet:
 
 
 @pytest.fixture(autouse=True)
-def mock_requests(monkeypatch):
+def mock_requests(monkeypatch: pytest.MonkeyPatch):
     monkeypatch.setattr("requests.get", MockGet())
     monkeypatch.delattr("requests.post")
     monkeypatch.delattr("requests.put")
@@ -55,14 +57,14 @@ def mock_requests(monkeypatch):
 
 
 @pytest.fixture
-def extractor() -> NordigenClient:
+def extractor() -> Extractor:
     credentials = NordigenCredentials("ID", "KEY", "TOKEN")
     return PSD2Extractor(NordigenClient(credentials))
 
 
 @pytest.fixture
-def bank() -> list[Bank]:
-    bank = Bank("Bank#1", "", "")
+def bank() -> Bank:
+    bank = Bank("Bank#1", "", AccountType.checking)
     bank.nordigen = Nordigen("", "", mock.id, False)
     return bank
 
@@ -73,18 +75,20 @@ class TestExtractPSD2:
         with pytest.raises(CredentialsError):
             NordigenClient(cred)
 
-    def test_no_psd2_bank(self, extractor):
+    def test_no_psd2_bank(self, extractor: Extractor):
         with pytest.raises(BankError):
-            extractor.extract(Bank("", "", ""))
+            extractor.extract(Bank("", "", AccountType.checking))
 
-    def test_timeout(self, monkeypatch, extractor, bank):
+    def test_timeout(
+        self, monkeypatch: pytest.MonkeyPatch, extractor: Extractor, bank: Bank
+    ):
         monkeypatch.setattr(
-            "requests.get", MockGet(mock_exception=requests.ReadTimeout)
+            "requests.get", MockGet(mock_exception=requests.ReadTimeout())
         )
         with pytest.raises(requests.Timeout):
             extractor.extract(bank)
 
-    def test_extract(self, extractor, bank):
+    def test_extract(self, extractor: Extractor, bank: Bank):
         assert extractor.extract(bank) == [
             BankTransaction(
                 dt.date(2023, 1, 14), "string", Decimal("328.18"), "Bank#1"

tests/test_transform.py

@@ -4,7 +4,6 @@ from decimal import Decimal
 import mocks.categories as mock
 
 from pfbudget.db.model import (
-    Bank,
     BankTransaction,
     CategoryRule,
     CategorySelector,
@@ -102,7 +101,7 @@ class TestTransform:
             assert not t.category
 
         categorizer: Transformer = Categorizer(mock.category1.rules)
-        transactions: Transformer = categorizer.transform(transactions)
+        transactions = categorizer.transform(transactions)
 
         for t in transactions:
             assert t.category == TransactionCategory(