Luís Murta
fd6793b4f4
and as a result, had to fix a LOT of minor potential future issue. It also reorders and clears unused imports. When exporting transactions, it will sort by date.
274 lines
9.9 KiB
Python
274 lines
9.9 KiB
Python
from pathlib import Path
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import pickle
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import webbrowser
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from pfbudget.common.types import Operation
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from pfbudget.core.categorizer import Categorizer
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from pfbudget.db.client import DbClient
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from pfbudget.db.model import (
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Bank,
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BankTransaction,
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Category,
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CategoryGroup,
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CategoryRule,
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CategorySelector,
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Link,
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MoneyTransaction,
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Nordigen,
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Rule,
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Tag,
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TagRule,
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Transaction,
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TransactionCategory,
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)
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from pfbudget.input.nordigen import NordigenInput
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from pfbudget.input.parsers import parse_data
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class Manager:
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def __init__(self, db: str, verbosity: int = 0):
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self._db = db
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self._verbosity = verbosity
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def action(self, op: Operation, params: list):
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if self._verbosity > 0:
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print(f"op={op}, params={params}")
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match (op):
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case Operation.Init:
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pass
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case Operation.Parse:
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# Adapter for the parse_data method. Can be refactored.
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args = {"bank": params[1], "creditcard": params[2], "category": None}
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transactions = []
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for path in [Path(p) for p in params[0]]:
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if path.is_dir():
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for file in path.iterdir():
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transactions.extend(self.parse(file, args))
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elif path.is_file():
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transactions.extend(self.parse(path, args))
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else:
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raise FileNotFoundError(path)
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if (
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len(transactions) > 0
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and input(f"{transactions[:5]}\nCommit? (y/n)") == "y"
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):
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with self.db.session() as session:
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session.add(sorted(transactions))
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case Operation.Download:
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client = NordigenInput()
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with self.db.session() as session:
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if len(params[3]) == 0:
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client.banks = session.get(Bank, Bank.nordigen)
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else:
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client.banks = session.get(Bank, Bank.name, params[3])
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session.expunge_all()
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client.start = params[0]
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client.end = params[1]
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transactions = client.parse()
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# dry-run
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if not params[2]:
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with self.db.session() as session:
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session.add(sorted(transactions))
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else:
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print(transactions)
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case Operation.Categorize:
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with self.db.session() as session:
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uncategorized = session.get(
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BankTransaction, ~BankTransaction.category.has()
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)
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categories = session.get(Category)
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tags = session.get(Tag)
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Categorizer().rules(uncategorized, categories, tags)
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case Operation.ManualCategorization:
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with self.db.session() as session:
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uncategorized = session.get(
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Transaction, ~Transaction.category.has()
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)
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categories = session.get(Category)
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tags = session.get(Tag)
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Categorizer().manual(uncategorized, categories, tags)
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case Operation.BankMod:
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with self.db.session() as session:
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session.update(Bank, params)
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case Operation.NordigenMod:
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with self.db.session() as session:
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session.update(Nordigen, params)
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case Operation.BankDel:
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with self.db.session() as session:
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session.remove_by_name(Bank, params)
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case Operation.NordigenDel:
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with self.db.session() as session:
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session.remove_by_name(Nordigen, params)
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case Operation.Token:
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NordigenInput().token()
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case Operation.RequisitionId:
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link, _ = NordigenInput().requisition(params[0], params[1])
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print(f"Opening {link} to request access to {params[0]}")
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webbrowser.open(link)
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case Operation.NordigenCountryBanks:
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banks = NordigenInput().country_banks(params[0])
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print(banks)
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case Operation.BankAdd | Operation.CategoryAdd | Operation.NordigenAdd | Operation.RuleAdd | Operation.TagAdd | Operation.TagRuleAdd:
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with self.db.session() as session:
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session.add(params)
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case Operation.CategoryUpdate:
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with self.db.session() as session:
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session.updategroup(*params)
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case Operation.CategoryRemove:
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with self.db.session() as session:
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session.remove_by_name(Category, params)
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case Operation.CategorySchedule:
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with self.db.session() as session:
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session.updateschedules(params)
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case Operation.RuleRemove:
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assert all(isinstance(param, int) for param in params)
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with self.db.session() as session:
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session.remove_by_id(CategoryRule, params)
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case Operation.TagRemove:
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with self.db.session() as session:
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session.remove_by_name(Tag, params)
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case Operation.TagRuleRemove:
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assert all(isinstance(param, int) for param in params)
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with self.db.session() as session:
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session.remove_by_id(TagRule, params)
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case Operation.RuleModify | Operation.TagRuleModify:
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assert all(isinstance(param, dict) for param in params)
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with self.db.session() as session:
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session.update(Rule, params)
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case Operation.GroupAdd:
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with self.db.session() as session:
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session.add(params)
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case Operation.GroupRemove:
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assert all(isinstance(param, CategoryGroup) for param in params)
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with self.db.session() as session:
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session.remove_by_name(CategoryGroup, params)
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case Operation.Forge:
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with self.db.session() as session:
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session.add(params)
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case Operation.Dismantle:
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assert all(isinstance(param, Link) for param in params)
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with self.db.session() as session:
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original = params[0].original
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links = [link.link for link in params]
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session.remove_links(original, links)
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case Operation.Export:
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with self.db.session() as session:
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self.dump(params[0], sorted(session.get(Transaction)))
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case Operation.Import:
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transactions = []
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for row in self.load(params[0]):
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match row["type"]:
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case "bank":
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transaction = BankTransaction(
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row["date"],
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row["description"],
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row["amount"],
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row["bank"],
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False,
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)
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case "money":
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transaction = MoneyTransaction(
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row["date"], row["description"], row["amount"], False
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)
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# TODO case "split" how to match to original transaction?? also save ids?
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case _:
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continue
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if category := row.pop("category", None):
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transaction.category = TransactionCategory(
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category["name"],
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CategorySelector(category["selector"]["selector"]),
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)
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transactions.append(transaction)
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if (
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len(transactions) > 0
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and input(
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f"{transactions[:5]}\nDoes the import seem correct? (y/n)"
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)
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== "y"
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):
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with self.db.session() as session:
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session.add(transactions)
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case Operation.ExportCategoryRules:
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with self.db.session() as session:
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self.dump(params[0], session.get(CategoryRule))
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case Operation.ImportCategoryRules:
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rules = [CategoryRule(**row) for row in self.load(params[0])]
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if (
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len(rules) > 0
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and input(f"{rules[:5]}\nDoes the import seem correct? (y/n)")
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== "y"
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):
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with self.db.session() as session:
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session.add(rules)
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case Operation.ExportTagRules:
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with self.db.session() as session:
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self.dump(params[0], session.get(TagRule))
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case Operation.ImportTagRules:
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rules = [TagRule(**row) for row in self.load(params[0])]
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if (
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len(rules) > 0
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and input(f"{rules[:5]}\nDoes the import seem correct? (y/n)")
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== "y"
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):
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with self.db.session() as session:
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session.add(rules)
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def parse(self, filename: Path, args: dict):
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return parse_data(filename, args)
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def dump(self, fn, sequence):
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with open(fn, "wb") as f:
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pickle.dump([e.format for e in sequence], f)
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def load(self, fn):
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with open(fn, "rb") as f:
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return pickle.load(f)
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@property
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def db(self) -> DbClient:
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return DbClient(self._db, self._verbosity > 2)
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@db.setter
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def db(self, url: str):
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self._db = url
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