def __init__(self, secrets):
self.brim_username = secrets.getSecret('brim.username').strip()
self.brim_password = secrets.getSecret('brim.password').strip()
self.brim_card_id = secrets.getSecret('brim.card_id').strip()
self.brim_ynab_account_id = secrets.getSecret(
'brim.ynab_account_id').strip()
self.brim_ynab_budget_id = secrets.getSecret(
'brim.ynab_budget_id').strip()
self.ynab_token = secrets.getSecret(
"ynab_token").strip()
self.ynabClient = YNAB(self.ynab_token)
self.logger = logging.getLogger('brim')
def send_transactions(config, bank_config, transactions):
ynab = YNAB(config.access_token)
#YNAB doesn't accept future-dated transactions, but ING sometimes produces them
#just drop them from import until their actual booking date
transactions = filter(lambda t: date.fromisoformat(t.date) <= date.today(),
transactions)
transfer_payee_id = ""
if config.cash_account_id != "":
cash_account = ynab.accounts.get_account(config.budget_id,
config.cash_account_id)
transfer_payee_id = cash_account.data.account.transfer_payee_id
def create_request(transaction):
return TransactionRequest(
account_id=bank_config.ynab_account_id,
date=transaction.date,
amount=transaction.amount,
memo=transaction.memo[:199] if transaction.memo else None,
cleared='cleared',
payee_name=None if transaction.cash_withdrawl
and transfer_payee_id != "" else transaction.payee,
payee_id=transfer_payee_id if transaction.cash_withdrawl
and transfer_payee_id != "" else None,
# import_id can only be 36 characters
import_id=("API:" + transaction.hash)[:36])
transaction_req = list(map(create_request, transactions))
response = ynab.transactions.create_transactions(config.budget_id,
transaction_req)
if response:
if 'error' in response:
print(
f'Account {bank_config.iban}: YNAB import failed with Error: {response}'
)
elif 'data' in response:
if response['data']['duplicate_import_ids']:
print(
f'Account {bank_config.iban}: {len(response["data"]["duplicate_import_ids"])} duplicate transations were not imported'
)
if response['data']['transaction_ids']:
print(
f'Account {bank_config.iban}: {len(response["data"]["transaction_ids"])} transactions imported to YNAB'
)
else:
print('Connection to YNAB API failed')
def send_transactions(config, bank_config, transactions):
ynab = YNAB(config.access_token)
transfer_payee_id = ""
if config.cash_account_id != "":
cash_account = ynab.accounts.get_account(config.budget_id,
config.cash_account_id)
transfer_payee_id = cash_account.data.account.transfer_payee_id
def create_request(transaction):
return TransactionRequest(
account_id=bank_config.ynab_account_id,
date=transaction.date,
amount=transaction.amount,
memo=transaction.memo[:199] if transaction.memo else None,
cleared='cleared',
payee_name=None if transaction.cash_withdrawl
and transfer_payee_id != "" else transaction.payee,
payee_id=transfer_payee_id if transaction.cash_withdrawl
and transfer_payee_id != "" else None,
import_id=f'API:{transaction.amount}:{transaction.date}')
transaction_req = list(map(create_request, transactions))
response = ynab.transactions.create_transactions(config.budget_id,
transaction_req)
if response:
if 'error' in response:
print(
f'Account {bold(bank_config.iban)}: YNAB import failed with Error: {response}'
)
elif 'data' in response:
if response['data']['duplicate_import_ids']:
print(
f'Account {bank_config.iban}: {len(response["data"]["duplicate_import_ids"])} duplicate transations were not imported'
)
if response['data']['transaction_ids']:
print(
f'Account {bank_config.iban}: {len(response["data"]["transaction_ids"])} transactions imported to YNAB'
)
else:
print('Connection to YNAB API failed')
def __init__(self, Secrets):
self.plaid_client_id = Secrets.getSecret("plaid.client_id")
self.plaid_secret = Secrets.getSecret("plaid.secret")
self.plaid_env = Secrets.getSecret("plaid.env")
self.plaid_tokens = Secrets.getSecret("plaid.access_tokens")
self.account_mapping = Secrets.getSecret("plaid.account_mappings")
self.ynab_token = Secrets.getSecret("ynab_token").strip()
self.ynab_budget_id = Secrets.getSecret("plaid.ynab_budget_id").strip()
self.logger = logging.getLogger("plaid")
self.plaidClient = plaid.Client(
client_id=self.plaid_client_id,
secret=self.plaid_secret,
environment=self.plaid_env,
)
self.ynabClient = YNAB(self.ynab_token)
def __init__(self, Secrets):
self.ynab_budget_id = Secrets.getSecret(
'splitwise.ynab_budget_id').strip()
self.ynab_splitwise_account_id = Secrets.getSecret(
'splitwise.ynab_splitwise_account_id').strip()
self.splitwise_group_names = Secrets.getSecret(
'splitwise.splitwise_group_names')
self.dated_after = Secrets.getSecret(
'splitwise.import_dated_after') or None
consumer_key = Secrets.getSecret('splitwise.consumer_key').strip()
consumer_secret = Secrets.getSecret(
'splitwise.consumer_secret').strip()
oauth_token = Secrets.getSecret('splitwise.oauth_token').strip()
oauth_token_secret = Secrets.getSecret(
'splitwise.oauth_token_secret').strip()
self.logger = logging.getLogger('splitwise')
self.splitwise = Splitwise(consumer_key, consumer_secret)
access_token = {
'oauth_token': oauth_token,
'oauth_token_secret': oauth_token_secret
}
self.splitwise.setAccessToken(access_token)
self.currentUserId = self.splitwise.getCurrentUser().getId()
self.spltiwise_group_double_map = {}
groups = self.splitwise.getGroups()
for g in groups:
self.spltiwise_group_double_map[g.getId()] = g.getName()
self.spltiwise_group_double_map[g.getName()] = g.getId()
self.ynab_token = Secrets.getSecret("ynab_token").strip()
self.ynabClient = YNAB(self.ynab_token)
async def update_data(self):
"""Update data."""
try:
# setup YNAB API
self.ynab = YNAB(self.api_key)
self.get_data = self.ynab.budgets.get_budget(
self.budget).data.budget
# get to be budgeted data
self.hass.data[DOMAIN_DATA]["to_be_budgeted"] = (
self.get_data.months[0].to_be_budgeted / 1000)
_LOGGER.debug(
"Recieved data for: to be budgeted: %s",
(self.get_data.months[0].to_be_budgeted / 1000),
)
# get unapproved transactions
unapproved_transactions = len([
t.amount for t in self.get_data.transactions
if t.approved is not True
])
self.hass.data[DOMAIN_DATA][
"need_approval"] = unapproved_transactions
_LOGGER.debug(
"Recieved data for: unapproved transactions: %s",
unapproved_transactions,
)
# get number of uncleared transactions
uncleared_transactions = len([
t.amount for t in self.get_data.transactions
if t.cleared == "uncleared"
])
self.hass.data[DOMAIN_DATA][
"uncleared_transactions"] = uncleared_transactions
_LOGGER.debug("Recieved data for: uncleared transactions: %s",
uncleared_transactions)
total_balance = 0
# get account data
for a in self.get_data.accounts:
if a.on_budget:
total_balance += a.balance
# get to be budgeted data
self.hass.data[DOMAIN_DATA]["total_balance"] = total_balance / 1000
_LOGGER.debug(
"Recieved data for: total balance: %s",
(self.hass.data[DOMAIN_DATA]["total_balance"]),
)
# get current month data
for m in self.get_data.months:
if m.month != date.today().strftime("%Y-%m-01"):
continue
else:
# budgeted
self.hass.data[DOMAIN_DATA]["budgeted_this_month"] = (
m.budgeted / 1000)
_LOGGER.debug(
"Recieved data for: budgeted this month: %s",
self.hass.data[DOMAIN_DATA]["budgeted_this_month"],
)
# activity
self.hass.data[DOMAIN_DATA]["activity_this_month"] = (
m.activity / 1000)
_LOGGER.debug(
"Recieved data for: activity this month: %s",
self.hass.data[DOMAIN_DATA]["activity_this_month"],
)
# get number of overspend categories
overspent_categories = len(
[c.balance for c in m.categories if c.balance < 0])
self.hass.data[DOMAIN_DATA][
"overspent_categories"] = overspent_categories
_LOGGER.debug(
"Recieved data for: overspent categories: %s",
overspent_categories,
)
# get remaining category balances
for c in m.categories:
if c.name not in self.categories:
continue
else:
self.hass.data[DOMAIN_DATA].update([
(c.name, c.balance / 1000)
])
_LOGGER.debug(
"Recieved data for categories: %s",
[c.name, c.balance / 1000],
)
# print(self.hass.data[DOMAIN_DATA])
except Exception as error:
_LOGGER.error("Could not retrieve data - verify API key %s", error)
async def update_data(self):
"""Update data."""
# setup YNAB API
self.ynab = YNAB(self.api_key)
self.all_budgets = await self.hass.async_add_executor_job(
self.ynab.budgets.get_budgets)
self.raw_budget = await self.hass.async_add_executor_job(
self.ynab.budgets.get_budget, self.budget)
# get budget summary
self.get_all_budgets = self.all_budgets.data.budgets
if self.get_all_budgets:
_LOGGER.debug("Found %s budgets", len(self.get_all_budgets))
for budget in self.get_all_budgets:
_LOGGER.debug("Budget name: %s - id: %s", budget.name,
budget.id)
else:
_LOGGER.errors("Unable to retrieve budgets summary")
self.get_data = self.raw_budget.data.budget
_LOGGER.debug("Retrieving data from budget id: %s", self.get_data.id)
# get to be budgeted data
self.hass.data[DOMAIN_DATA]["to_be_budgeted"] = (
self.get_data.months[0].to_be_budgeted / 1000)
_LOGGER.debug(
"Received data for: to be budgeted: %s",
(self.get_data.months[0].to_be_budgeted / 1000),
)
# get unapproved transactions
unapproved_transactions = len([
t.amount for t in self.get_data.transactions
if t.approved is not True
])
self.hass.data[DOMAIN_DATA]["need_approval"] = unapproved_transactions
_LOGGER.debug(
"Received data for: unapproved transactions: %s",
unapproved_transactions,
)
# get number of uncleared transactions
uncleared_transactions = len([
t.amount for t in self.get_data.transactions
if t.cleared == "uncleared"
])
self.hass.data[DOMAIN_DATA][
"uncleared_transactions"] = uncleared_transactions
_LOGGER.debug("Received data for: uncleared transactions: %s",
uncleared_transactions)
total_balance = 0
# get account data
for a in self.get_data.accounts:
if a.on_budget:
total_balance += a.balance
# get to be budgeted data
self.hass.data[DOMAIN_DATA]["total_balance"] = total_balance / 1000
_LOGGER.debug(
"Received data for: total balance: %s",
(self.hass.data[DOMAIN_DATA]["total_balance"]),
)
# get current month data
for m in self.get_data.months:
if m.month != date.today().strftime("%Y-%m-01"):
continue
else:
# budgeted
self.hass.data[DOMAIN_DATA][
"budgeted_this_month"] = m.budgeted / 1000
_LOGGER.debug(
"Received data for: budgeted this month: %s",
self.hass.data[DOMAIN_DATA]["budgeted_this_month"],
)
# activity
self.hass.data[DOMAIN_DATA][
"activity_this_month"] = m.activity / 1000
_LOGGER.debug(
"Received data for: activity this month: %s",
self.hass.data[DOMAIN_DATA]["activity_this_month"],
)
# get number of overspend categories
overspent_categories = len(
[c.balance for c in m.categories if c.balance < 0])
self.hass.data[DOMAIN_DATA][
"overspent_categories"] = overspent_categories
_LOGGER.debug(
"Received data for: overspent categories: %s",
overspent_categories,
)
# get remaining category balances
for c in m.categories:
if c.name not in self.categories:
continue
else:
self.hass.data[DOMAIN_DATA].update([
(c.name, c.balance / 1000)
])
_LOGGER.debug(
"Received data for categories: %s",
[c.name, c.balance / 1000],
)
def setUp(self):
self.client = DummyClient()
self.ynab = YNAB(client=self.client)
"""
Use to figure out if the issue with YNAB component is related to the
component itself or the package it uses to interact with YNAB
To run, you must have python3 and ynab-sdk installed on the machine
Install using pip3 install ynab-sdk
Replace API_KEY_HERE with your API key
Run the file using python3 apitest.py
If everything works, you should see a summary of your budgets
Otherwise you will see an error
"""
from ynab_sdk import YNAB
try:
api_key = "API_KEY_HERE"
apicheck = YNAB(api_key)
# print(apicheck.budgets.get_budgets())
# data = apicheck.budgets.get_budget("BUDGET_ID")
# print(data.data.budget.id)
except Exception:
raise
