Implement sending reconciled amount

This commit is contained in:
Gabriel Augendre 2021-12-04 11:35:26 +01:00
parent 0acca02909
commit fbba1cbe2d
8 changed files with 233 additions and 64 deletions

View file

@ -33,6 +33,9 @@ class BpvfProcessor(OfxBaseProcessor):
command_name = "bpvf"
def main(filename, keep):
def main(filename, keep, send):
"""Import BPVF bank statement (OFX file)."""
BpvfProcessor(filename).push_to_ynab(keep)
processor = BpvfProcessor(filename)
if send:
processor.send_reconciled_amount()
processor.push_to_ynab(keep)

View file

@ -30,6 +30,9 @@ class CeProcessor(OfxBaseProcessor):
line_class = CeLine
def main(filename, keep):
def main(filename, keep, send):
"""Import CE bank statement (OFX file)."""
CeProcessor(filename).push_to_ynab(keep)
processor = CeProcessor(filename)
if send:
processor.send_reconciled_amount()
processor.push_to_ynab(keep)

View file

@ -57,12 +57,12 @@ class LclProcessor(OfxBaseProcessor):
account_name = "lcl"
command_name = "lcl"
def parse_file(self):
def _parse_file(self):
# The first line of this file needs to be removed.
# It contains something that is not part of the header of an OFX file.
try:
with open(self.filename, "r") as user_file:
data = user_file.read().splitlines(True)
data = user_file.read().splitlines(keepends=True)
except FileNotFoundError:
click.secho("Couldn't find ofx file", fg="red")
sys.exit(1)
@ -71,16 +71,16 @@ class LclProcessor(OfxBaseProcessor):
with open(self.filename, "w") as temp_file:
temp_file.writelines(data[1:])
transactions = super(LclProcessor, self).parse_file()
ofx = super()._parse_file()
if "Content-Type:" in data[0]:
with open(self.filename, "w") as temp_file:
temp_file.writelines(data)
return transactions
return ofx
def main(filename, keep, download):
def main(filename, keep, download, send):
"""Import LCL bank statement (OFX file)."""
if download:
if filename:
@ -90,4 +90,7 @@ def main(filename, keep, download):
fg="yellow",
)
filename = LclDownloader().download()
LclProcessor(filename).push_to_ynab(keep)
processor = LclProcessor(filename)
if send:
processor.send_reconciled_amount()
processor.push_to_ynab(keep)

View file

@ -1,10 +1,14 @@
import sys
from decimal import Decimal
import click
import requests
from ofxtools import OFXTree
from ofxtools.header import OFXHeaderError
from ofxtools.models import Aggregate
from ofx_processor.utils.base_processor import BaseLine, BaseProcessor
from ofx_processor.utils.config import get_config
class OfxBaseLine(BaseLine):
@ -23,14 +27,43 @@ class OfxBaseLine(BaseLine):
class OfxBaseProcessor(BaseProcessor):
line_class = OfxBaseLine
account_name = ""
def parse_file(self):
ofx = self._parse_file()
return ofx.statements[0].transactions
def send_reconciled_amount(self):
amount = self._get_reconciled_amount()
click.secho(f"Reconciled balance: {amount}. Sending...", fg="blue")
self._send_mail(amount)
def _get_reconciled_amount(self) -> Decimal:
ofx = self._parse_file()
return ofx.statements[0].balance.balamt
def _parse_file(self) -> Aggregate:
parser = OFXTree()
try:
parser.parse(self.filename)
except (FileNotFoundError, OFXHeaderError):
click.secho("Couldn't open or parse ofx file", fg="red")
sys.exit(1)
ofx = parser.convert()
return ofx.statements[0].transactions
return ofx
def _send_mail(self, amount: Decimal):
config = get_config(self.account_name)
if not config.email_setup:
click.secho("Email is not properly setup", fg="yellow")
return
return requests.post(
f"https://api.mailgun.net/v3/{config.mailgun_domain}/messages",
auth=("api", config.mailgun_api_key),
data={
"from": config.mailgun_from,
"to": [config.email_recipient],
"subject": f"Reconciled balance: {amount}",
"text": f"Here's your reconciled balance: {amount}",
},
)

View file

@ -15,6 +15,10 @@ def get_default_config():
default_config["DEFAULT"] = {
"token": "<YOUR API TOKEN>",
"budget": "<YOUR BUDGET ID>",
"mailgun_api_key": "",
"mailgun_domain": "",
"mailgun_from": "",
"email_recipient": "",
}
default_config["bpvf"] = {"account": "<YOUR ACCOUNT ID>"}
default_config["revolut"] = {"account": "<YOUR ACCOUNT ID>"}
@ -57,6 +61,22 @@ class Config:
token: str
bank_identifier: Optional[str] = None
bank_password: Optional[str] = None
mailgun_api_key: Optional[str] = None
mailgun_domain: Optional[str] = None
mailgun_from: Optional[str] = None
email_recipient: Optional[str] = None
@property
def email_setup(self) -> bool:
"""Return true if all fields are setup for email."""
return all(
[
self.mailgun_from,
self.mailgun_domain,
self.mailgun_api_key,
self.email_recipient,
]
)
def get_config(account: str) -> Config:
@ -84,10 +104,24 @@ def get_config(account: str) -> Config:
account = section["account"]
bank_identifier = section.get("bank_identifier")
bank_password = section.get("bank_password")
mailgun_api_key = section.get("mailgun_api_key")
mailgun_domain = section.get("mailgun_domain")
mailgun_from = section.get("mailgun_from")
email_recipient = section.get("email_recipient")
except KeyError as e:
return handle_config_file_error(config_file, e)
return Config(account, budget_id, token, bank_identifier, bank_password)
return Config(
account,
budget_id,
token,
bank_identifier,
bank_password,
mailgun_api_key,
mailgun_domain,
mailgun_from,
email_recipient,
)
def handle_config_file_error(config_file, e):

View file

@ -14,6 +14,14 @@ ARG_TO_OPTION = {
default=False,
show_default=True,
),
"send": click.option(
"send",
"--send/--no-send",
"--send-email/--no-send-email",
help="Send the reconciled amount via email.",
default=False,
show_default=True,
),
"download": click.option(
"--download/--no-download",
help="Download the file automatically.",
@ -75,7 +83,7 @@ def discover_processors(cli: click.Group):
class OrderedGroup(click.Group):
def __init__(self, name=None, commands=None, **attrs):
super(OrderedGroup, self).__init__(name, commands, **attrs)
super().__init__(name, commands, **attrs)
#: the registered subcommands by their exported names.
self.commands = commands or collections.OrderedDict()

182
poetry.lock generated
View file

@ -110,7 +110,7 @@ python-versions = ">=2.7, !=3.0.*, !=3.1.*, !=3.2.*, !=3.3.*, !=3.4.*"
[[package]]
name = "coverage"
version = "6.1.2"
version = "6.2"
description = "Code coverage measurement for Python"
category = "dev"
optional = false
@ -168,6 +168,18 @@ category = "dev"
optional = false
python-versions = "*"
[[package]]
name = "fancycompleter"
version = "0.9.1"
description = "colorful TAB completion for Python prompt"
category = "dev"
optional = false
python-versions = "*"
[package.dependencies]
pyreadline = {version = "*", markers = "platform_system == \"Windows\""}
pyrepl = ">=0.8.2"
[[package]]
name = "filelock"
version = "3.4.0"
@ -261,6 +273,23 @@ python-versions = ">=3.6"
[package.dependencies]
pyparsing = ">=2.0.2,<3.0.5 || >3.0.5"
[[package]]
name = "pdbpp"
version = "0.10.3"
description = "pdb++, a drop-in replacement for pdb"
category = "dev"
optional = false
python-versions = "*"
[package.dependencies]
fancycompleter = ">=0.8"
pygments = "*"
wmctrl = "*"
[package.extras]
funcsigs = ["funcsigs"]
testing = ["funcsigs", "pytest"]
[[package]]
name = "platformdirs"
version = "2.4.0"
@ -317,6 +346,14 @@ category = "main"
optional = false
python-versions = ">=2.7, !=3.0.*, !=3.1.*, !=3.2.*, !=3.3.*"
[[package]]
name = "pygments"
version = "2.10.0"
description = "Pygments is a syntax highlighting package written in Python."
category = "dev"
optional = false
python-versions = ">=3.5"
[[package]]
name = "pyopenssl"
version = "21.0.0"
@ -344,6 +381,22 @@ python-versions = ">=3.6"
[package.extras]
diagrams = ["jinja2", "railroad-diagrams"]
[[package]]
name = "pyreadline"
version = "2.1"
description = "A python implmementation of GNU readline."
category = "dev"
optional = false
python-versions = "*"
[[package]]
name = "pyrepl"
version = "0.9.0"
description = "A library for building flexible command line interfaces"
category = "dev"
optional = false
python-versions = "*"
[[package]]
name = "pytest"
version = "6.2.5"
@ -613,6 +666,14 @@ six = ">=1.9.0,<2"
docs = ["proselint (>=0.10.2)", "sphinx (>=3)", "sphinx-argparse (>=0.2.5)", "sphinx-rtd-theme (>=0.4.3)", "towncrier (>=21.3)"]
testing = ["coverage (>=4)", "coverage-enable-subprocess (>=1)", "flaky (>=3)", "pytest (>=4)", "pytest-env (>=0.6.2)", "pytest-freezegun (>=0.4.1)", "pytest-mock (>=2)", "pytest-randomly (>=1)", "pytest-timeout (>=1)", "packaging (>=20.0)"]
[[package]]
name = "wmctrl"
version = "0.4"
description = "A tool to programmatically control windows inside X"
category = "dev"
optional = false
python-versions = "*"
[[package]]
name = "wsproto"
version = "1.0.0"
@ -627,7 +688,7 @@ h11 = ">=0.9.0,<1"
[metadata]
lock-version = "1.1"
python-versions = ">=3.8,<4"
content-hash = "daea4d42f45c7dbccd934234140164a94ae8fa803f74b732b069026601b46a85"
content-hash = "3928a999416557a38f3edb4dd83e7197e2543b3027815f6515adc65e08bc1211"
[metadata.files]
async-generator = [
@ -737,53 +798,53 @@ colorama = [
{file = "colorama-0.4.4.tar.gz", hash = "sha256:5941b2b48a20143d2267e95b1c2a7603ce057ee39fd88e7329b0c292aa16869b"},
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View file

@ -1,6 +1,6 @@
[tool.poetry]
name = "ofx-processor"
version = "3.2.1"
version = "3.3.0"
description = "Personal ofx processor"
readme = "README.md"
license = "GPL-3.0-or-later"
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invoke = "^1.6.0"
pre-commit = "^2.15.0"
tox = "^3.24.4"
pdbpp = "^0.10.3"
[tool.poetry.scripts]
ynab = 'ofx_processor.main:cli'