def process_transaction(t, options):
"""Assign a category to a transaction.
"""
cat, ruler = t['category'], None
extras = {}
if not t['category']: # Grab category from json cache
cat, ruler, _ = tags.find_tag_for(t)
if cat:
t['category'] = cat
extras = {'category': '+ Category'}
print('---\n' + TERM.clear_eol, end='')
print_transaction(t, extras=extras)
edit = False
audit = options.get('audit', False)
if t['category']:
if audit:
msg = "\nEdit '%s' category" % TERM.green(t['category'])
edit = quick_input(msg, 'yN', vanish=True) == 'Y'
if not edit:
return t['category'], ruler
# Query for category and overwrite category on screen
if (not cat or edit) and not options.get('batch', False):
t['category'] = query_cat(cat)
extras = {'category': '✔ Category'} if not t['category'] else {}
print(TERM.clear_last, end='')
print_field(t, 'category', extras=extras)
# Query ruler if category entered or edit
if t['category']:
ruler = query_ruler(t)
return t['category'], ruler
def process_transaction(t, options):
"""Assign a category to a transaction.
"""
cat, ruler = t['category'], None
extras = {}
if not t['category']: # Grab category from json cache
cat, ruler, _ = tags.find_tag_for(t)
if cat:
t['category'] = cat
extras = {'category': '+ Category'}
print('---\n' + TERM.clear_eol, end='')
print_transaction(t, extras=extras)
edit = options['force'] > 1 or (options['force']
and t['category'] not in tags.TAGS)
audit = options['audit']
if t['category']:
if audit:
msg = "\nEdit '%s' category" % TERM.green(t['category'])
edit = quick_input(msg, 'yN', vanish=True) == 'Y'
if not edit:
return t['category'], ruler
# Query for category and overwrite category on screen
if (not cat or edit) and not options['batch']:
t['category'] = query_cat(cat)
# Query ruler if category entered or edit
if t['category']:
ruler = query_ruler(t)
extras = {'category': TERM.OK + ' Category'} if t['category'] else {}
print(TERM.clear_last, end='')
print_field(t, 'category', extras=extras)
return t['category'], ruler
def test_update_config(self):
dest = os.path.join(tempfile.mkdtemp(), os.path.basename(CONFIG_FILE))
shutil.copy2(CONFIG_FILE, dest)
# Replace 'Sully' match tag from 'Bars' to 'Drink'
tags.edit('Bars', 'Sully', 'Drink', 'Sully', {'config': dest})
tags.load(dest)
self.assertEqual(tags.find_tag_for('Sully')[0], 'Drink')
def process_transaction(t, options):
"""Assign a category to a transaction.
"""
cat, ruler = t["category"], None
extras = {}
if not t["category"]: # Grab category from json cache
cat, ruler, _ = tags.find_tag_for(t)
if cat:
t["category"] = cat
extras = {"category": "+ Category"}
print("---\n" + TERM.clear_eol, end="")
print_transaction(t, extras=extras)
edit = options["force"] > 1 or (options["force"] and t["category"] not in tags.TAGS)
audit = options["audit"]
if t["category"]:
if audit:
msg = "\nEdit '%s' category" % TERM.green(t["category"])
edit = quick_input(msg, "yN", clear=True) == "Y"
if not edit:
return t["category"], ruler
# Query for category and overwrite category on screen
if (not cat or edit) and not options["batch"]:
t["category"] = query_cat(cat)
# Query ruler if category entered or edit
if t["category"]:
ruler = query_ruler(t)
extras = {"category": TERM.OK + " Category"} if t["category"] else {}
print(TERM.clear_last, end="")
print_field(t, "category", extras=extras)
return t["category"], ruler
def process_file(transactions, options):
"""Process file's transactions. Operate in a dedicated edit screen."""
tag = None
with TERM.fullscreen():
try:
for (i, t) in enumerate(transactions):
cached_tag, cached_match = tags.find_tag_for(t['payee'])
tag, match = process_transaction(t, cached_tag
or t['category'],
cached_match, options)
if tag:
tags.edit(cached_tag, cached_match, tag, match, options)
t['category'] = tag
if not t['payee']:
print('Skip transaction: no payee')
separator = '-' * 3
print(separator)
i = i + 1
if not options.get('batch', False):
quick_input('Press any key to continue (Ctrl+D to discard '
'edits)')
except KeyboardInterrupt:
return transactions[:i]
return transactions[:i]
def print_transaction(t, short=True, extras=None):
"""Print transaction fields values and indicators about matchings status.
If short is True, a limited set of fields is printed.
extras dict can be used to add leading character to fields lines:
- '✖' when the field don't match the prompted rule
- '✔' when the field match the prompted rule
- '+' when the category is fetched from .json matches file
- ' ' when the category is present in input file
"""
keys = ('date', 'amount', 'payee', 'category') if short else t.keys()
_, _, matches = tags.find_tag_for(t)
for field in keys:
if t[field] and not field.isdigit():
print_field(t, field, matches, extras)
print (TERM.clear_eos, end='')
def print_transaction(t, short=True, extras=None):
"""Print transaction fields values and indicators about matchings status.
If short is True, a limited set of fields is printed.
extras dict can be used to add leading character to fields lines:
- '✖' when the field don't match the prompted rule
- '✔' when the field match the prompted rule
- '+' when the category is fetched from .json matches file
- ' ' when the category is present in input file
"""
keys = ('date', 'amount', 'payee', 'category') if short else list(t.keys())
_, _, matches = tags.find_tag_for(t)
for field in keys:
if t[field] and not field.isdigit():
print_field(t, field, matches, extras)
print(TERM.clear_eos, end='')
def process_file(transactions, options):
"""Process file's transactions. Operate in a dedicated edit screen."""
tag = None
with TERM.fullscreen():
try:
for (i, t) in enumerate(transactions):
cached_tag, cached_match = tags.find_tag_for(t['payee'])
tag, match = process_transaction(t,
cached_tag or t['category'], cached_match, options)
if tag:
tags.edit(cached_tag, cached_match, tag, match, options)
t['category'] = tag
if not t['payee']:
print('Skip transaction: no payee')
separator = '-' * 3
print(separator)
i = i + 1
if not options.get('batch', False):
quick_input('Press any key to continue (Ctrl+D to discard '
'edits)')
except KeyboardInterrupt:
return transactions[:i]
return transactions[:i]
def test_find_tag_for__best_ruler(self):
tag, ruler, _ = tags.find_tag_for({"payee": "Foo Art Brut Shop"})
self.assertEqual(tag, "Clothes")
def test_find_tag_for__basic_ruler(self):
tag, ruler, _ = tags.find_tag_for({"payee": "SuLLy"})
self.assertEqual(tag, "Bars")
tag, ruler, _ = tags.find_tag_for({"payee": "Sullyz Sull"})
self.assertEqual(tag, None)
def test_find_tag_for__best_ruler(self):
tag, ruler, _ = tags.find_tag_for({'payee': 'Foo Art Brut Shop'})
self.assertEqual(tag, 'Clothes')
def test_find_tag_for__basic_ruler(self):
tag, ruler, _ = tags.find_tag_for({'payee': 'SuLLy'})
self.assertEqual(tag, 'Bars')
tag, ruler, _ = tags.find_tag_for({'payee': 'Sullyz Sull'})
self.assertEqual(tag, None)
def test_find_tag(self):
self.assertEqual(tags.find_tag_for('Sully')[0], 'Bars')
self.assertEqual(tags.find_tag_for('Sullyz')[0], None)
self.assertEqual(tags.find_tag_for('Shop Art Brut Denim')[0],
'Clothes')
def test_find_tag_for__best_ruler(self):
tag, ruler, _ = tags.find_tag_for({'payee': 'Foo Art Brut Shop'})
self.assertEqual(tag, 'Clothes')
def test_find_tag_for__basic_ruler(self):
tag, ruler, _ = tags.find_tag_for({'payee': 'SuLLy'})
self.assertEqual(tag, 'Bars')
tag, ruler, _ = tags.find_tag_for({'payee': 'Sullyz Sull'})
self.assertEqual(tag, None)
