budget/pfbudget/cli/runnable.py
Luís Murta e27f2f08cf
Adds rule based tagging of transactions
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.
2022-12-19 21:59:41 +00:00

432 lines
14 KiB
Python

from pathlib import Path
import argparse
import datetime as dt
import decimal
import re
from pfbudget.common.types import Operation
from pfbudget.core.categories import categorize_data
from pfbudget.db.model import Period
from pfbudget.input.json import JsonParser
from pfbudget.input.nordigen import NordigenInput
from pfbudget.db.sqlite import DatabaseClient
import pfbudget.reporting.graph
import pfbudget.reporting.report
import pfbudget.utils
DEFAULT_DB = "data.db"
class PfBudgetInitialized(Exception):
pass
class PfBudgetNotInitialized(Exception):
pass
class DataFileMissing(Exception):
pass
def argparser() -> argparse.ArgumentParser:
universal = argparse.ArgumentParser(add_help=False)
universal.add_argument(
"-db",
"--database",
nargs="?",
help="select current database",
default=DEFAULT_DB,
)
universal.add_argument(
"-q", "--quiet", action="store_true", help="reduces the amount of verbose"
)
universal.add_argument(
"-v", "--verbose", action="store_true", help="increases the amount of verbose"
)
period = argparse.ArgumentParser(add_help=False).add_mutually_exclusive_group()
period.add_argument(
"--interval", type=str, nargs=2, help="graph interval", metavar=("START", "END")
)
period.add_argument("--start", type=str, nargs=1, help="graph start date")
period.add_argument("--end", type=str, nargs=1, help="graph end date")
period.add_argument("--year", type=str, nargs=1, help="graph year")
parser = argparse.ArgumentParser(
description="does cool finance stuff",
parents=[universal],
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
)
parser.add_argument(
"--version",
action="version",
version=re.search(
r'__version__\s*=\s*[\'"]([^\'"]*)[\'"]',
open("pfbudget/__init__.py").read(),
).group(1),
)
subparsers = parser.add_subparsers(required=True)
"""
Init
"""
p_init = subparsers.add_parser(
"init",
description="Initializes the SQLite3 database",
parents=[universal],
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
)
p_init.set_defaults(command=Operation.Init)
"""
Exporting
"""
p_export = subparsers.add_parser(
"export",
description="Exports the selected database to a .csv file",
parents=[universal],
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
)
p_export.set_defaults(func=lambda args: DatabaseClient(args.database).export())
"""
Parsing
"""
p_parse = subparsers.add_parser(
"parse",
description="Parses and adds the requested transactions into the selected database",
parents=[universal],
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
)
p_parse.add_argument("path", nargs="+", type=str)
p_parse.add_argument("--bank", nargs=1, type=str)
p_parse.add_argument("--creditcard", nargs=1, type=str)
p_parse.add_argument("--category", nargs=1, type=int)
p_parse.set_defaults(command=Operation.Parse)
"""
Categorizing
"""
categorize = subparsers.add_parser(
"categorize",
description="Categorizes the transactions in the selected database",
parents=[universal],
)
categorize.set_defaults(op=Operation.Categorize)
"""
Graph
"""
p_graph = subparsers.add_parser(
"graph",
description="Graph of the transactions",
parents=[universal, period],
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
)
p_graph.add_argument(
"option",
type=str,
choices=["monthly", "discrete", "networth"],
nargs="?",
default="monthly",
help="graph option help",
)
p_graph.add_argument("--save", action="store_true")
p_graph.set_defaults(func=graph)
"""
Report
"""
p_report = subparsers.add_parser(
"report",
description="Prints report of transaction groups",
parents=[universal, period],
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
)
p_report.add_argument(
"option",
type=str,
choices=["net", "detailed"],
nargs="?",
default="net",
help="report option help",
)
p_report.set_defaults(func=report)
"""
Register bank
"""
p_register = subparsers.add_parser(
"register",
description="Register a bank",
parents=[universal],
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
)
p_register.add_argument("bank", type=str, nargs=1, help="bank option help")
p_register.add_argument(
"--requisition", type=str, nargs=1, help="requisition option help"
)
p_register.add_argument("--invert", action="store_true")
p_register.set_defaults(command=Operation.Register)
"""
Unregister bank
"""
p_register = subparsers.add_parser(
"unregister",
description="Unregister a bank",
parents=[universal],
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
)
p_register.add_argument("bank", type=str, nargs=1, help="bank option help")
p_register.set_defaults(command=Operation.Unregister)
"""
Nordigen API
"""
p_nordigen_access = subparsers.add_parser(
"token",
description="Get new access token",
parents=[universal],
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
)
p_nordigen_access.set_defaults(command=Operation.Token)
"""
(Re)new bank requisition ID
"""
p_nordigen_access = subparsers.add_parser(
"renew",
description="(Re)new the Bank requisition ID",
parents=[universal],
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
)
p_nordigen_access.add_argument("name", nargs=1, type=str)
p_nordigen_access.add_argument("country", nargs=1, type=str)
p_nordigen_access.set_defaults(command=Operation.Renew)
"""
Downloading through Nordigen API
"""
p_nordigen_download = subparsers.add_parser(
"download",
description="Downloads transactions using Nordigen API",
parents=[universal, period],
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
)
p_nordigen_download.add_argument("--id", nargs="+", type=str)
p_nordigen_download.add_argument("--name", nargs="+", type=str)
p_nordigen_download.add_argument("--all", action="store_true")
p_nordigen_download.set_defaults(command=Operation.Download)
# """
# List available banks on Nordigen API
# """
# p_nordigen_list = subparsers.add_parser(
# "list",
# description="Lists banks in {country}",
# parents=[help],
# formatter_class=argparse.ArgumentDefaultsHelpFormatter,
# )
# p_nordigen_list.add_argument("country", nargs=1, type=str)
# p_nordigen_list.set_defaults(func=lambda args: nordigen_banks(manager, args))
# """
# Nordigen JSONs
# """
# p_nordigen_json = subparsers.add_parser(
# "json",
# description="",
# parents=[help],
# formatter_class=argparse.ArgumentDefaultsHelpFormatter,
# )
# p_nordigen_json.add_argument("json", nargs=1, type=str)
# p_nordigen_json.add_argument("bank", nargs=1, type=str)
# p_nordigen_json.add_argument("--invert", action=argparse.BooleanOptionalAction)
# p_nordigen_json.set_defaults(
# func=lambda args: manager.parser(JsonParser(vars(args)))
# )
# Categories
category_parser = subparsers.add_parser("category", parents=[universal])
category(category_parser, universal)
# Tag
tags(subparsers.add_parser("tag", parents=[universal]), universal)
return parser
def parse(manager, args):
"""Parses the contents of the path in args to the selected database.
Args:
args (dict): argparse variables
"""
for path in args.path:
if (dir := Path(path)).is_dir():
for file in dir.iterdir():
manager.parse(file, vars(args))
elif Path(path).is_file():
manager.parse(path, vars(args))
else:
raise FileNotFoundError
def graph(args):
"""Plots the transactions over a period of time.
Args:
args (dict): argparse variables
"""
start, end = pfbudget.utils.parse_args_period(args)
if args.option == "monthly":
pfbudget.reporting.graph.monthly(
DatabaseClient(args.database), vars(args), start, end
)
elif args.option == "discrete":
pfbudget.reporting.graph.discrete(
DatabaseClient(args.database), vars(args), start, end
)
elif args.option == "networth":
pfbudget.reporting.graph.networth(
DatabaseClient(args.database), vars(args), start, end
)
def report(args):
"""Prints a detailed report of the transactions over a period of time.
Args:
args (dict): argparse variables
"""
start, end = pfbudget.utils.parse_args_period(args)
if args.option == "net":
pfbudget.reporting.report.net(DatabaseClient(args.database), start, end)
elif args.option == "detailed":
pfbudget.reporting.report.detailed(DatabaseClient(args.database), start, end)
# def nordigen_banks(manager: Manager, args):
# input = NordigenInput(manager)
# input.list(vars(args)["country"][0])
def download(manager, args: dict):
start, end = pfbudget.utils.parse_args_period(args)
manager.parser(NordigenInput(manager, args, start, end))
def category(parser: argparse.ArgumentParser, universal: argparse.ArgumentParser):
commands = parser.add_subparsers(required=True)
add = commands.add_parser("add", parents=[universal])
add.set_defaults(op=Operation.CategoryAdd)
add.add_argument("category", nargs="+", type=str)
add.add_argument("--group", nargs="?", type=str)
remove = commands.add_parser("remove", parents=[universal])
remove.set_defaults(op=Operation.CategoryRemove)
remove.add_argument("category", nargs="+", type=str)
update = commands.add_parser("update", parents=[universal])
update.set_defaults(op=Operation.CategoryUpdate)
update.add_argument("category", nargs="+", type=str)
update.add_argument("--group", nargs="?", type=str)
schedule = commands.add_parser("schedule", parents=[universal])
schedule.set_defaults(op=Operation.CategorySchedule)
schedule.add_argument("category", nargs="+", type=str)
schedule.add_argument("period", nargs=1, choices=[e.value for e in Period])
schedule.add_argument("--frequency", nargs=1, default=[1], type=int)
rule = commands.add_parser("rule", parents=[universal])
category_rule(rule, universal)
group = commands.add_parser("group", parents=[universal])
category_group(group, universal)
def category_group(parser: argparse.ArgumentParser, universal: argparse.ArgumentParser):
commands = parser.add_subparsers(required=True)
add = commands.add_parser("add", parents=[universal])
add.set_defaults(op=Operation.GroupAdd)
add.add_argument("group", nargs="+", type=str)
remove = commands.add_parser("remove", parents=[universal])
remove.set_defaults(op=Operation.GroupRemove)
remove.add_argument("group", nargs="+", type=str)
def category_rule(parser: argparse.ArgumentParser, universal: argparse.ArgumentParser):
commands = parser.add_subparsers(required=True)
add = commands.add_parser("add", parents=[universal])
add.set_defaults(op=Operation.RuleAdd)
add.add_argument("category", nargs="+", type=str)
rules(add)
remove = commands.add_parser("remove", parents=[universal])
remove.set_defaults(op=Operation.RuleRemove)
remove.add_argument("id", nargs="+", type=int)
modify = commands.add_parser("modify", parents=[universal])
modify.set_defaults(op=Operation.RuleModify)
modify.add_argument("id", nargs="+", type=int)
modify.add_argument("--category", nargs=1, type=str)
rules(modify)
def tags(parser: argparse.ArgumentParser, universal: argparse.ArgumentParser):
commands = parser.add_subparsers(required=True)
add = commands.add_parser("add", parents=[universal])
add.set_defaults(op=Operation.TagAdd)
add.add_argument("tag", nargs="+", type=str)
remove = commands.add_parser("remove", parents=[universal])
remove.set_defaults(op=Operation.TagRemove)
remove.add_argument("tag", nargs="+", type=str)
rule = commands.add_parser("rule", parents=[universal])
tag_rule(rule, universal)
def tag_rule(parser: argparse.ArgumentParser, universal: argparse.ArgumentParser):
commands = parser.add_subparsers(required=True)
add = commands.add_parser("add", parents=[universal])
add.set_defaults(op=Operation.TagRuleAdd)
add.add_argument("tag", nargs="+", type=str)
rules(add)
remove = commands.add_parser("remove", parents=[universal])
remove.set_defaults(op=Operation.TagRuleRemove)
remove.add_argument("id", nargs="+", type=int)
modify = commands.add_parser("modify", parents=[universal])
modify.set_defaults(op=Operation.TagRuleModify)
modify.add_argument("id", nargs="+", type=int)
modify.add_argument("--tag", nargs=1, type=str)
rules(modify)
def rules(parser: argparse.ArgumentParser):
parser.add_argument("--date", nargs=1, type=dt.date.fromisoformat)
parser.add_argument("--description", nargs=1, type=str)
parser.add_argument("--regex", nargs=1, type=str)
parser.add_argument("--bank", nargs=1, type=str)
parser.add_argument("--min", nargs=1, type=decimal.Decimal)
parser.add_argument("--max", nargs=1, type=decimal.Decimal)
def run():
args = vars(argparser().parse_args())
assert "op" in args, "No operation selected"
return args["op"], args