def __init__(self, bank_name='', bank=None):
self.bank = bank or Bank.get(name=bank_name.title())
if self.bank is None:
raise ValueError('Bank not supported.')
# Defining each bank parsing method
if self.bank.name == 'Tangerine':
"""
Tangerine CSV format:
Transaction date,Transaction,Name,Memo,Amount
"""
# 0-Date, 2-Description, 4-Amount
self.description = lambda row: row[2]
self.amount = lambda row: float(row[4] or '0')
self.date = lambda row: self.format_date(row[0], '%m/%d/%Y')
self.start_at = 1
self.columns = 5
elif self.bank.name == 'Desjardins':
"""
Desjardins CSV format:
https://www.desjardins.com/en/services_en_ligne/accesd_affaires/soutien/guiderel.pdf
"""
# 3-Date, 5-Description, 6-Cheque #, 7-Withdrawal, 8-Deposit
self.description = lambda row: row[5] + (' #' + row[6]
if row[6] else '')
self.amount = lambda row: float(row[8] or '0') or -float(row[7] or
'0')
self.date = lambda row: self.format_date(row[3], '%Y/%m/%d')
self.start_at = 0
self.columns = 14
else:
raise ValueError('Bank not supported yet.')
def transactions_fetcher():
truncate = lambda data, max: (data[:max - 3] + '...') if len(
data) > max - 3 else data
transactions_count = 0
transactions = json.loads(request.form['transactions'])
for transaction in transactions:
try:
# Getting fields
attributes = {
'user':
g.user,
'bank':
Bank.get(name=transaction.get('bank')),
'description':
truncate(transaction.get('desc', ''), 256),
'amount':
float(transaction.get('amount', '0').replace(',', '.') or 0),
'date':
datetime.strptime(transaction.get('date'), '%d-%m-%Y')
if transaction.get('date') else datetime.today()
}
# Fields validation
if not attributes['description'] or not attributes['bank']:
continue
if attributes['date'] > datetime.today():
attributes['date'] = datetime.today()
# Trying to find a category
category = Categorizer.find_category(attributes['description'])
# Creating transaction
db_transaction = Transaction.get(**attributes)
if db_transaction is None:
db_transaction = add_to_db(Transaction(), **attributes)
transactions_count += 1
# Finding or updating category
if category is not None:
db_transaction.category = category
db_session.commit()
except Exception as e:
pass # Skip this transaction
return HttpResponse('Transactions fetched.', {'count': transactions_count},
status=200)
def run(self, username, password, bank_name):
try:
bank = Bank.get(bank_name=bank_name)
except Bank.DoesNotExist:
raise Exception("no bank exists with this name")
try:
user = User.create_user(username, password)
except IntegrityError as e:
raise Exception("username is duplicate, please choose another")
try:
Customer.create(user=user, bank=bank)
print("Welcome to virtual bank world ;)")
except Exception as e:
print(e)
raise Exception('Some problem happened in creating customer')
def put_transactions(json_data, user):
"""Save a list of transactions into the database
Args:
json_data : str The json containing the bank and the transactions to add
user : User The user to add to
Returns:
The number of transactions added
"""
bank = Bank.get(name=json_data.get('bank'))
if bank is None:
raise ValueError('Bank not supported.')
added_transactions = 0
for t in json_data.get('transactions', []):
transaction = set_attributes(Transaction(),
user_id=user.user_id,
bank_id=bank.bank_id)
add_to_db(transaction, **t)
added_transactions += 1
return added_transactions
def upload_transactions():
file = request.files.get('file')
bank = Bank.get(bank_id=request.form.get('bank_id'))
if bank is None:
return HttpResponse("No bank was given.", status=400)
# check if the post request has the file part
if file is None or file.filename == '':
return HttpResponse("No file was given.", status=400)
if allowed_file(file.filename):
filename = str(uuid.uuid4()) + os.path.splitext(
secure_filename(file.filename))[1]
relative_path = os.path.join(app.config['UPLOAD_FOLDER'], filename)
full_path = os.path.abspath(relative_path)
# Saving file with unique name
file.save(full_path)
parsed = StatementParser(bank=bank).parse(full_path)
if len(parsed['transactions']) > 0:
added_transactions = put_transactions(parsed, g.user)
transactions = Transaction.filter(user_id=g.user.user_id).order_by(
Transaction.date.desc()).all()
response = {
"description": "Transactions uploaded.",
"transactions": [t.as_dict() for t in transactions],
"number": added_transactions
}
status = 200
else:
response = "No transactions found."
status = 204
os.remove(full_path)
return HttpResponse(response, status=status)
return HttpResponse("Error: Unauthorized file.", status=400)
