budget/pfbudget/db/client.py
Luís Murta 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

146 lines
4.6 KiB
Python

from copy import deepcopy
from dataclasses import asdict
from sqlalchemy import create_engine, delete, select, update
from sqlalchemy.dialects.postgresql import insert
from sqlalchemy.orm import Session, joinedload, selectinload
from pfbudget.db.model import (
Bank,
Category,
CategoryGroup,
CategoryRule,
CategorySchedule,
Transaction,
)
# import logging
# logging.basicConfig()
# logging.getLogger("sqlalchemy.engine").setLevel(logging.INFO)
class DbClient:
"""
General database client using sqlalchemy
"""
__sessions: list[Session]
def __init__(self, url: str, echo=False) -> None:
self._engine = create_engine(url, echo=echo)
def get_transactions(self):
"""¿Non-optimized? get_transactions, will load the entire Transaction"""
with Session(self.engine) as session:
stmt = select(Transaction).options(
joinedload("*"), selectinload(Transaction.tags)
)
return session.scalars(stmt).all()
def get_uncategorized(self):
with Session(self.engine) as session:
stmt = select(Transaction).where(~Transaction.category.has())
return session.scalars(stmt).all()
def get_categorized(self):
with Session(self.engine) as session:
stmt = select(Transaction).where(Transaction.category.has())
return session.scalars(stmt).all()
def insert_transactions(self, input: list[Transaction]):
with Session(self.engine) as session:
session.add_all(input)
session.commit()
def get_banks(self):
with Session(self.engine) as session:
stmt = select(Bank)
return session.scalars(stmt).all()
def get_nordigen_banks(self):
with Session(self.engine) as session:
stmt = select(Bank).where(Bank.nordigen.has())
return session.scalars(stmt).all()
@property
def engine(self):
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 add(self, transactions: list[Transaction]):
self.__session.add_all(transactions)
def addcategory(self, category: Category):
self.__session.add(category)
def removecategory(self, categories: list[Category]):
stmt = delete(Category).where(
Category.name.in_([cat.name for cat in categories])
)
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, categories: list[Category], schedule: CategorySchedule
):
stmt = insert(CategorySchedule).values(
[
dict(
name=cat.name,
recurring=schedule.recurring,
period=schedule.period,
period_multiplier=schedule.period_multiplier,
)
for cat in categories
]
)
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 addrules(self, rules: list[CategoryRule]):
self.__session.add_all(rules)
def addcategorygroup(self, group: CategoryGroup):
self.__session.add(group)
def removecategorygroup(self, groups: list[CategoryGroup]):
stmt = delete(CategoryGroup).where(
CategoryGroup.name.in_([grp.name for grp in groups])
)
self.__session.execute(stmt)
def uncategorized(self) -> list[Transaction]:
stmt = select(Transaction).where(~Transaction.category.has())
return self.__session.scalars(stmt).all()
def session(self) -> ClientSession:
return self.ClientSession(self.engine)