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Implement sending reconciled amount

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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
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7
ofx_processor/processors/bpvf.py
View file

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

7
ofx_processor/processors/ce.py
View file

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

15
ofx_processor/processors/lcl.py
View file

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

37
ofx_processor/utils/base_ofx.py
View file

@ -1,10 +1,14 @@
import sys import sys
from decimal import Decimal
import click import click
import requests
from ofxtools import OFXTree from ofxtools import OFXTree
from ofxtools.header import OFXHeaderError from ofxtools.header import OFXHeaderError
from ofxtools.models import Aggregate
from ofx_processor.utils.base_processor import BaseLine, BaseProcessor from ofx_processor.utils.base_processor import BaseLine, BaseProcessor
from ofx_processor.utils.config import get_config
class OfxBaseLine(BaseLine): class OfxBaseLine(BaseLine):
@ -23,14 +27,43 @@ class OfxBaseLine(BaseLine):
class OfxBaseProcessor(BaseProcessor): class OfxBaseProcessor(BaseProcessor):
line_class = OfxBaseLine line_class = OfxBaseLine
account_name = ""
def parse_file(self): 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() parser = OFXTree()
try: try:
parser.parse(self.filename) parser.parse(self.filename)
except (FileNotFoundError, OFXHeaderError): except (FileNotFoundError, OFXHeaderError):
click.secho("Couldn't open or parse ofx file", fg="red") click.secho("Couldn't open or parse ofx file", fg="red")
sys.exit(1) sys.exit(1)
ofx = parser.convert() 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}",
},
)

36
ofx_processor/utils/config.py
View file

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

10
ofx_processor/utils/utils.py
View file

@ -14,6 +14,14 @@ ARG_TO_OPTION = {
default=False, default=False,
show_default=True, 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": click.option(
"--download/--no-download", "--download/--no-download",
help="Download the file automatically.", help="Download the file automatically.",
@ -75,7 +83,7 @@ def discover_processors(cli: click.Group):
class OrderedGroup(click.Group): class OrderedGroup(click.Group):
def __init__(self, name=None, commands=None, **attrs): 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. #: the registered subcommands by their exported names.
self.commands = commands or collections.OrderedDict() 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]] [[package]]
name = "coverage" name = "coverage"
version = "6.1.2" version = "6.2"
description = "Code coverage measurement for Python" description = "Code coverage measurement for Python"
category = "dev" category = "dev"
optional = false optional = false
@ -168,6 +168,18 @@ category = "dev"
optional = false optional = false
python-versions = "*" 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]] [[package]]
name = "filelock" name = "filelock"
version = "3.4.0" version = "3.4.0"
@ -261,6 +273,23 @@ python-versions = ">=3.6"
[package.dependencies] [package.dependencies]
pyparsing = ">=2.0.2,<3.0.5 || >3.0.5" 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]] [[package]]
name = "platformdirs" name = "platformdirs"
version = "2.4.0" version = "2.4.0"
@ -317,6 +346,14 @@ category = "main"
optional = false optional = false
python-versions = ">=2.7, !=3.0.*, !=3.1.*, !=3.2.*, !=3.3.*" 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]] [[package]]
name = "pyopenssl" name = "pyopenssl"
version = "21.0.0" version = "21.0.0"
@ -344,6 +381,22 @@ python-versions = ">=3.6"
[package.extras] [package.extras]
diagrams = ["jinja2", "railroad-diagrams"] 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]] [[package]]
name = "pytest" name = "pytest"
version = "6.2.5" 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)"] 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)"] 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]] [[package]]
name = "wsproto" name = "wsproto"
version = "1.0.0" version = "1.0.0"
@ -627,7 +688,7 @@ h11 = ">=0.9.0,<1"
[metadata] [metadata]
lock-version = "1.1" lock-version = "1.1"
python-versions = ">=3.8,<4" python-versions = ">=3.8,<4"
content-hash = "daea4d42f45c7dbccd934234140164a94ae8fa803f74b732b069026601b46a85" content-hash = "3928a999416557a38f3edb4dd83e7197e2543b3027815f6515adc65e08bc1211"
[metadata.files] [metadata.files]
async-generator = [ async-generator = [
@ -737,53 +798,53 @@ colorama = [
{file = "colorama-0.4.4.tar.gz", hash = "sha256:5941b2b48a20143d2267e95b1c2a7603ce057ee39fd88e7329b0c292aa16869b"}, {file = "colorama-0.4.4.tar.gz", hash = "sha256:5941b2b48a20143d2267e95b1c2a7603ce057ee39fd88e7329b0c292aa16869b"},
] ]
coverage = [ coverage = [
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{file = "pytest-6.2.5.tar.gz", hash = "sha256:131b36680866a76e6781d13f101efb86cf674ebb9762eb70d3082b6f29889e89"}, {file = "pytest-6.2.5.tar.gz", hash = "sha256:131b36680866a76e6781d13f101efb86cf674ebb9762eb70d3082b6f29889e89"},
@ -1044,6 +1125,9 @@ virtualenv = [
{file = "virtualenv-20.10.0-py2.py3-none-any.whl", hash = "sha256:4b02e52a624336eece99c96e3ab7111f469c24ba226a53ec474e8e787b365814"}, {file = "virtualenv-20.10.0-py2.py3-none-any.whl", hash = "sha256:4b02e52a624336eece99c96e3ab7111f469c24ba226a53ec474e8e787b365814"},
{file = "virtualenv-20.10.0.tar.gz", hash = "sha256:576d05b46eace16a9c348085f7d0dc8ef28713a2cabaa1cf0aea41e8f12c9218"}, {file = "virtualenv-20.10.0.tar.gz", hash = "sha256:576d05b46eace16a9c348085f7d0dc8ef28713a2cabaa1cf0aea41e8f12c9218"},
] ]
wmctrl = [
{file = "wmctrl-0.4.tar.gz", hash = "sha256:66cbff72b0ca06a22ec3883ac3a4d7c41078bdae4fb7310f52951769b10e14e0"},
]
wsproto = [ wsproto = [
{file = "wsproto-1.0.0-py3-none-any.whl", hash = "sha256:d8345d1808dd599b5ffb352c25a367adb6157e664e140dbecba3f9bc007edb9f"}, {file = "wsproto-1.0.0-py3-none-any.whl", hash = "sha256:d8345d1808dd599b5ffb352c25a367adb6157e664e140dbecba3f9bc007edb9f"},
{file = "wsproto-1.0.0.tar.gz", hash = "sha256:868776f8456997ad0d9720f7322b746bbe9193751b5b290b7f924659377c8c38"}, {file = "wsproto-1.0.0.tar.gz", hash = "sha256:868776f8456997ad0d9720f7322b746bbe9193751b5b290b7f924659377c8c38"},

3
pyproject.toml
View file

@ -1,6 +1,6 @@
[tool.poetry] [tool.poetry]
name = "ofx-processor" name = "ofx-processor"
version = "3.2.1" version = "3.3.0"
description = "Personal ofx processor" description = "Personal ofx processor"
readme = "README.md" readme = "README.md"
license = "GPL-3.0-or-later" license = "GPL-3.0-or-later"
@ -42,6 +42,7 @@ pytest-cov = "^3.0.0"
invoke = "^1.6.0" invoke = "^1.6.0"
pre-commit = "^2.15.0" pre-commit = "^2.15.0"
tox = "^3.24.4" tox = "^3.24.4"
pdbpp = "^0.10.3"
[tool.poetry.scripts] [tool.poetry.scripts]
ynab = 'ofx_processor.main:cli' ynab = 'ofx_processor.main:cli'