Class: Reckon::App

Inherits:
Object
  • Object
show all
Defined in:
lib/reckon/app.rb

Constant Summary collapse

@@cli = 
HighLine.new

Instance Attribute Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(opts = {}) ⇒ App

Returns a new instance of App.



11
12
13
14
15
16
17
18
19
20
21
 
# File 'lib/reckon/app.rb', line 11

def initialize(opts = {})
  self.options = opts
  LOGGER.level = Logger::INFO if options[:verbose]

  self.regexps = {}
  self.seen = Set.new
  self.options[:currency] ||= '$'
  @csv_parser = CSVParser.new( options )
  @matcher = CosineSimilarity.new(options)
  learn!
end

Instance Attribute Details

#csv_parser ⇒ Object

Returns the value of attribute csv_parser.



8
9
10
 
# File 'lib/reckon/app.rb', line 8

def csv_parser
  @csv_parser
end

#matcher ⇒ Object

Returns the value of attribute matcher.



8
9
10
 
# File 'lib/reckon/app.rb', line 8

def matcher
  @matcher
end

#options ⇒ Object

Returns the value of attribute options.



8
9
10
 
# File 'lib/reckon/app.rb', line 8

def options
  @options
end

#regexps ⇒ Object

Returns the value of attribute regexps.



8
9
10
 
# File 'lib/reckon/app.rb', line 8

def regexps
  @regexps
end

#seen ⇒ Object

Returns the value of attribute seen.



8
9
10
 
# File 'lib/reckon/app.rb', line 8

def seen
  @seen
end

Instance Method Details

#add_description(row) ⇒ Object 



223
224
225
226
227
228
229
230
231
 
# File 'lib/reckon/app.rb', line 223

def add_description(row)
  desc_answer = @@cli.ask("Enter a new description for this transaction (empty line aborts)\n") do |q|
    q.overwrite = true
    q.readline = true
    q.default = row[:description]
  end

  row[:description] = desc_answer unless desc_answer.empty?
end

#add_note(row) ⇒ Object 



233
234
235
236
237
238
239
240
241
 
# File 'lib/reckon/app.rb', line 233

def add_note(row)
  desc_answer = @@cli.ask("Enter a new note for this transaction (empty line aborts)\n") do |q|
    q.overwrite = true
    q.readline = true
    q.default = row[:note]
  end

  row[:note] = desc_answer unless desc_answer.empty?
end

#add_regexp(account, regex_str) ⇒ Object 



91
92
93
94
95
96
97
98
99
100
101
102
103
 
# File 'lib/reckon/app.rb', line 91

def add_regexp(, regex_str)
  # https://github.com/tenderlove/psych/blob/master/lib/psych/visitors/to_ruby.rb
  match = regex_str.match(/^\/(.*)\/([ix]*)$/m)
  fail "failed to parse regexp #{regex_str}" unless match
  options = 0
  (match[2] || '').split('').each do |option|
    case option
    when 'x' then options |= Regexp::EXTENDED
    when 'i' then options |= Regexp::IGNORECASE
    end
  end
  regexps[Regexp.new(match[1], options)] = 
end

#already_seen?(row) ⇒ Boolean

Returns:

  • (Boolean) 


273
274
275
 
# File 'lib/reckon/app.rb', line 273

def already_seen?(row)
  seen.include?(seen_key(row[:pretty_date], row[:pretty_money]))
end

#ask_account_question(msg, row) ⇒ Object 



191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
 
# File 'lib/reckon/app.rb', line 191

def (msg, row)
  possible_answers = suggest(row)
  LOGGER.info "possible_answers===> #{possible_answers.inspect}"

  if options[:unattended]
    if options[:fail_on_unknown_account] && possible_answers.empty?
      raise %(Couldn't find any matches for '#{row[:description]}'
        Try adding an account token with --account-tokens)
    end

    default = options[:default_outof_account]
    default = options[:default_into_account] if row[:pretty_money][0] == '-'
    return possible_answers[0] || default
  end

  answer = @@cli.ask(msg) do |q|
    q.completion = possible_answers
    q.readline = true
    q.default = possible_answers.first
  end

  # if answer isn't n/note/d/description, must be an account name, or skip, or quit
  return answer unless %w[n note d description].include?(answer)

  add_description(row) if %w[d description].include?(answer)
  add_note(row) if %w[n note].include?(answer)

  print_transaction([row])
  # give user a chance to set account name or retry description
  return (msg, row)
end

#each_row_backwards ⇒ Object 



147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
 
# File 'lib/reckon/app.rb', line 147

def each_row_backwards
  rows = []
  (0...@csv_parser.columns.first.length).to_a.each do |index|
    if @csv_parser.date_for(index).nil?
      LOGGER.warn("Skipping row: '#{@csv_parser.row(index)}' that doesn't have a valid date")
      next
    end
    rows << { :date => @csv_parser.date_for(index),
              :pretty_date => @csv_parser.pretty_date_for(index),
              :pretty_money => @csv_parser.pretty_money_for(index),
              :pretty_money_negated => @csv_parser.pretty_money_for(index, :negate),
              :money => @csv_parser.money_for(index),
              :description => @csv_parser.description_for(index) }
  end
  rows.sort_by { |n| [n[:date], -n[:money], n[:description]] }.each { |row| yield row }
end

#extract_account_tokens(subtree, account = nil) ⇒ Object

Add tokens from account_tokens_file to accounts



76
77
78
79
80
81
82
83
84
85
86
87
88
89
 
# File 'lib/reckon/app.rb', line 76

def (subtree,  = nil)
  if subtree.nil?
    puts "Warning: empty #{} tree"
    {}
  elsif subtree.is_a?(Array)
    {  => subtree }
  else
    at = subtree.map do |k, v|
      merged_acct = [, k].compact.join(':')
      (v, merged_acct)
    end
    at.inject({}) { |memo, e| memo.merge!(e)}
  end
end

#finish ⇒ Object 



277
278
279
280
281
 
# File 'lib/reckon/app.rb', line 277

def finish
  options[:output_file].close unless options[:output_file] == STDOUT
  interactive_output "Exiting."
  exit
end

#interactive_output(str, fh = $stdout) ⇒ Object 



23
24
25
26
27
 
# File 'lib/reckon/app.rb', line 23

def interactive_output(str, fh = $stdout)
  return if options[:unattended]

  fh.puts str
end

#learn! ⇒ Object 



29
30
31
32
 
# File 'lib/reckon/app.rb', line 29

def learn!
  (options[:account_tokens_file])
  learn_from_ledger_file(options[:existing_ledger_file])
end

#learn_from_account_tokens(filename) ⇒ Object 



34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
 
# File 'lib/reckon/app.rb', line 34

def (filename)
  return unless filename

  raise "#{filename} doesn't exist!" unless File.exist?(filename)

  (YAML.load_file(filename)).each do |, tokens|
    tokens.each do |t|
      if t.start_with?('/')
        add_regexp(, t)
      else
        @matcher.add_document(, t)
      end
    end
  end
end

#learn_from_ledger(ledger) ⇒ Object 



58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
 
# File 'lib/reckon/app.rb', line 58

def learn_from_ledger(ledger)
  LOGGER.info "learning from #{ledger}"
  LedgerParser.new(ledger).entries.each do |entry|
    entry[:accounts].each do ||
      str = [entry[:desc], [:amount]].join(" ")
      if [:name] != options[:bank_account]
        LOGGER.info "adding document #{[:name]} #{str}"
        @matcher.add_document([:name], str)
      end
      pretty_date = entry[:date].iso8601
      if [:name] == options[:bank_account]
        seen << seen_key(pretty_date, @csv_parser.pretty_money([:amount]))
      end
    end
  end
end

#learn_from_ledger_file(ledger_file) ⇒ Object 



50
51
52
53
54
55
56
 
# File 'lib/reckon/app.rb', line 50

def learn_from_ledger_file(ledger_file)
  return unless ledger_file

  raise "#{ledger_file} doesn't exist!" unless File.exist?(ledger_file)

  learn_from_ledger(File.read(ledger_file))
end

#ledger_format(row, line1, line2) ⇒ Object 



257
258
259
260
261
262
 
# File 'lib/reckon/app.rb', line 257

def ledger_format(row, line1, line2)
  out = "#{row[:pretty_date]}\t#{row[:description]}#{row[:note] ? "\t; " + row[:note]: ""}\n"
  out += "\t#{line1.first}\t\t\t#{line1.last}\n"
  out += "\t#{line2.first}\t\t\t#{line2.last}\n\n"
  out
end

#most_specific_regexp_match(row) ⇒ Object 



243
244
245
246
247
248
249
250
 
# File 'lib/reckon/app.rb', line 243

def most_specific_regexp_match(row)
  matches = regexps.map { |regexp, |
    if match = regexp.match(row[:description])
      [, match[0]]
    end
  }.compact
  matches.sort_by! { |, matched_text| matched_text.length }.map(&:first)
end

#output(ledger_line) ⇒ Object 



264
265
266
267
 
# File 'lib/reckon/app.rb', line 264

def output(ledger_line)
  options[:output_file].puts ledger_line
  options[:output_file].flush
end

#output_table(fh = $stdout) ⇒ Object 



283
284
285
286
287
288
289
 
# File 'lib/reckon/app.rb', line 283

def output_table(fh = $stdout)
  rows = []
  each_row_backwards do |row|
    rows << row
  end
  print_transaction(rows, fh)
end

#print_transaction(rows, fh = $stdout) ⇒ Object 



164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
 
# File 'lib/reckon/app.rb', line 164

def print_transaction(rows, fh = $stdout)
  str = "\n"
  header = %w[Date Amount Description Note]
  maxes = header.map(&:length)

  rows = rows.map { |r| [r[:pretty_date], r[:pretty_money], r[:description], r[:note]] }

  rows.each do |r|
    r.length.times { |i| l = r[i] ? r[i].length : 0; maxes[i] = l if maxes[i] < l }
  end

  header.each_with_index do |n, i|
    str += " #{n.center(maxes[i])} |"
  end
  str += "\n"

  rows.each do |row|
    row.each_with_index do |_, i|
      just = maxes[i]
      str += sprintf(" %#{just}s |", row[i])
    end
    str += "\n"
  end

  interactive_output str, fh
end

#seen_key(date, amount) ⇒ Object 



269
270
271
 
# File 'lib/reckon/app.rb', line 269

def seen_key(date, amount)
  return [date, amount].join("|")
end

#suggest(row) ⇒ Object 



252
253
254
255
 
# File 'lib/reckon/app.rb', line 252

def suggest(row)
  most_specific_regexp_match(row) +
    @matcher.find_similar(row[:description]).map { |n| n[:account] }
end

#walk_backwards ⇒ Object 



105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
 
# File 'lib/reckon/app.rb', line 105

def walk_backwards
  cmd_options = "[account]/[q]uit/[s]kip/[n]ote/[d]escription"
  seen_anything_new = false
  each_row_backwards do |row|
    print_transaction([row])

    if already_seen?(row)
      interactive_output "NOTE: This row is very similar to a previous one!"
      if !seen_anything_new
        interactive_output "Skipping..."
        next
      end
    else
      seen_anything_new = true
    end

    if row[:money] > 0
      # out_of_account
      answer = ("Which account provided this income? (#{cmd_options})", row)
      line1 = [options[:bank_account], row[:pretty_money]]
      line2 = [answer, ""]
    else
      # into_account
      answer = ("To which account did this money go? (#{cmd_options})", row)
#          line1 = [answer, row[:pretty_money_negated]]
      line1 = [answer, ""]
      line2 = [options[:bank_account], row[:pretty_money]]
    end

    finish if %w[quit q].include?(answer)
    if %w[skip s].include?(answer)
      interactive_output "Skipping"
      next
    end

    ledger = ledger_format(row, line1, line2)
    LOGGER.info "ledger line: #{ledger}"
    learn_from_ledger(ledger) unless options[:account_tokens_file]
    output(ledger)
  end
end