feat(budget): manage your daily expenses (N26 only) (#135)

* feat(budget): manage your daily expenses! (N26 only)

* refactor(budget): move table render in separate file

* feat(budget): interactively set expense fields

* fix: remove default imports to budget

* refactor: rearrange budget methods to fetch/render/review

* fix(budget): exit review gracefully on CTRL+C

* feat(budget): add command line & Assistant options

* refactor: inherit N26 from SourceBaseExpense

* build: add budget dependencies

* build: add pytz dependency

* chore: update readme with screenshots

* feat: add budget summary console panel

* feat: add monthly mean to summary

* refactor(n26): prompt user credentials like Finary

* test: disable finary tests for now

* feat: hide expense table when empty

README.md

@@ -18,7 +18,7 @@
   <br>
 </div>
 
-Finalynx is your "Finary Assistant", a command-line tool to organize your investments portfolio and get automated monthly investment recommendations based on your future life goals.
+Finalynx is your "Finary Assistant", a command-line (and experimental web dashboard) tool to organize your investments portfolio and get automated monthly investment recommendations based on your future life goals.
 This tool synchronizes with your [Finary](https://finary.com/) account to show real-time investment values.
 
 Don't have Finary yet? You can sign up using my [referral link](https://finary.com/referral/f8d349c922d1e1c8f0d2) 🌹 (or through the [default](https://finary.com/signup) page).
@@ -29,6 +29,27 @@ Don't have Finary yet? You can sign up using my [referral link](https://finary.c
   <img src="https://raw.githubusercontent.com/MadeInPierre/finalynx/main/docs/_static/screenshot_demo_frameless.png" width="600" />
 </p>
 
+<details>
+<summary>
+  <div align="center">
+    <strong>[Click]</strong> Additional screenshots 📸
+  </div>
+</summary>
+
+| Recommendations | Web dashboard |
+|---|---|
+| <img src="https://raw.githubusercontent.com/MadeInPierre/finalynx/main/docs/_static/screenshot_recommendations.png" width="600" /> | <img src="https://raw.githubusercontent.com/MadeInPierre/finalynx/main/docs/_static/screenshot_dashboard.png" width="600" /> |
+
+Finalynx also includes a daily budget manager to classify your expenses and show monthly & yearly statistics:
+
+<img src="https://raw.githubusercontent.com/MadeInPierre/finalynx/main/docs/_static/budget.png"/>
+
+<img src="https://raw.githubusercontent.com/MadeInPierre/finalynx/main/docs/_static/budget_review.png"/>
+
+Statistics and visualizations will be added soon!
+
+</details>
+
 ## ✨ Features
 
 1. **✅ Portfolio:** Organize your assets, set targets, and sync with your Finary account.
@@ -39,15 +60,6 @@ Don't have Finary yet? You can sign up using my [referral link](https://finary.c
 
 You can check the [current development status](https://github.com/users/MadeInPierre/projects/4). Contributions are warmly welcome!
 
-<details>
-<summary><strong>[Click]</strong> Additional screenshots 📸</summary>
-
-| Recommendations | Web dashboard |
-|---|---|
-| <img src="https://raw.githubusercontent.com/MadeInPierre/finalynx/main/docs/_static/screenshot_recommendations.png" width="600" /> | <img src="https://raw.githubusercontent.com/MadeInPierre/finalynx/main/docs/_static/screenshot_dashboard.png" width="600" /> |
-
-</details>
-
 ## 🚀 Installation
 If you don't plan on touching the code, simply run (with python >=3.10 and pip installed):
 ```sh

finalynx/assistant.py

@@ -1,6 +1,7 @@
 import json
 import os
 from datetime import date
+from typing import Any
 from typing import List
 from typing import Optional
 from typing import Tuple
@@ -11,10 +12,11 @@
 from finalynx import Dashboard
 from finalynx import Fetch
 from finalynx import Portfolio
+from finalynx.budget.budget import Budget
 from finalynx.config import get_active_theme as TH
 from finalynx.config import set_active_theme
 from finalynx.copilot.recommendations import render_recommendations
-from finalynx.fetch.source_base import SourceBase
+from finalynx.fetch.source_base_line import SourceBaseLine
 from finalynx.fetch.source_finary import SourceFinary
 from finalynx.portfolio.bucket import Bucket
 from finalynx.portfolio.envelope import Envelope
@@ -79,6 +81,8 @@ def __init__(
         active_sources: Optional[List[str]] = None,
         theme: Optional[finalynx.theme.Theme] = None,
         sidecars: Optional[List[Sidecar]] = None,
+        check_budget: bool = False,
+        interactive: bool = False,
         ignore_argv: bool = False,
     ):
         self.portfolio = portfolio
@@ -98,6 +102,8 @@ def __init__(
         self.export_dir = export_dir
         self.active_sources = active_sources if active_sources else ["finary"]
         self.sidecars = sidecars if sidecars else []
+        self.check_budget = check_budget
+        self.interactive = interactive
 
         # Set the global color theme if specified
         if theme:
@@ -109,8 +115,9 @@ def __init__(
 
         # Create the fetching manager instance
         self._fetch = Fetch(self.portfolio, self.clear_cache, self.ignore_orphans)
+        self.budget = Budget()
 
-    def add_source(self, source: SourceBase) -> None:
+    def add_source(self, source: SourceBaseLine) -> None:
         """Register a source, either defined in your own config or from the available Finalynx sources
         using `from finalynx.fetch.source_any import SourceAny`."""
         self._fetch.add_source(source)
@@ -135,6 +142,12 @@ def _parse_args(self) -> None:
             self.show_data = True
         if args["dashboard"]:
             self.launch_dashboard = True
+        if args["budget"]:
+            self.check_budget = True
+        if args["--interactive"]:
+            if not self.check_budget:
+                console.log("[red][bold]Error:[/] --interactive can only be used with budget, ignoring.")
+            self.interactive = True
         if args["--format"]:
             self.output_format = args["--format"]
         if args["--sidecar"]:
@@ -184,9 +197,17 @@ def run(self) -> None:
         # Fetch from the online sources and process the portfolio
         fetched_tree = self.initialize()
 
+        # Fetch the budget from N26 if enabled
+        if self.check_budget:
+            fetched_tree.add(self.budget.fetch(self.clear_cache, self.force_signin))
+            console.log("[bold]Tip:[/] run again with -I or --interactive review the expenses 👀")
+
         # Render the console elements
         main_frame = self.render_mainframe()
         panels = self.render_panels()
+        renders: List[Any] = [main_frame, panels]
+        if self.check_budget:
+            renders.append(self.budget.render_expenses())
 
         # Save the current portfolio to a file. Useful for statistics later
         if self.enable_export:
@@ -197,13 +218,12 @@ def run(self) -> None:
             console.print(Panel(fetched_tree, title="Fetched data"))
 
         # Display the entire portfolio and associated recommendations
-        console.print(
-            "\n\n",
-            main_frame,
-            "\n\n",
-            panels,
-            "\n",
-        )
+        for render in renders:
+            console.print("\n\n", render)
+
+        # Interactive review of the budget expenses if enabled
+        if self.check_budget and self.interactive:
+            self.budget.interactive_review()
 
         # Host a local webserver with the running dashboard
         if self.launch_dashboard:
@@ -250,25 +270,20 @@ def render_mainframe(self) -> Columns:
     def render_panels(self) -> Columns:
         """Renders the default set of panels used in the default console view when calling run()."""
 
+        def panel(title: str, content: Any) -> Panel:
+            return Panel(content, title=title, padding=(1, 2), expand=False, border_style=TH().PANEL)
+
         # Final set of results to be displayed
         panels: List[ConsoleRenderable] = [
             Text(" "),
-            Panel(
-                render_recommendations(self.portfolio, self.envelopes),
-                title="Recommendations",
-                padding=(1, 2),
-                expand=False,
-                border_style=TH().PANEL,
-            ),
-            Panel(
-                self.render_performance_report(),
-                title="Performance",
-                padding=(1, 2),
-                expand=False,
-                border_style=TH().PANEL,
-            ),
+            panel("Recommendations", render_recommendations(self.portfolio, self.envelopes)),
+            panel("Performance", self.render_performance_report()),
         ]
 
+        # Add the budget panel if enabled
+        if self.check_budget:
+            panels.append(panel("Budget", self.budget.render_summary()))
+
         return Columns(panels, padding=(2, 2))
 
     def render_performance_report(self) -> Tree:

finalynx/budget/__init__.py

@@ -0,0 +1,6 @@
+# flake8: noqa
+from .budget import Budget
+from .expense import Constraint
+from .expense import Expense
+from .expense import Period
+from .expense import Status

finalynx/budget/_render.py

@@ -0,0 +1,87 @@
+"""
+This module contains the logic for displaying a table of expenses. It is only used
+internally by the `Budget` class.
+"""
+from datetime import datetime
+from typing import List
+from typing import Optional
+
+from rich import box
+from rich.table import Table
+
+from ..config import get_active_theme as TH
+from .expense import Constraint
+from .expense import Expense
+from .expense import Period
+from .expense import Status
+
+
+def _render_expenses_table(
+    expenses: List[Expense],
+    title: str = "",
+    caption: str = "",
+    focus: Optional[int] = None,
+) -> Table:
+    """Generate a rich console table from a list of expenses."""
+    table = Table(title=title, box=box.MINIMAL, caption=caption, caption_justify="right", expand=True)
+    table.add_column("#", justify="center", style=TH().TEXT)
+    table.add_column("Date", justify="left", style="orange1")
+    table.add_column("Time", justify="left", style="orange1")
+    table.add_column("Amount", justify="right", style="red")
+    table.add_column("Merchant", justify="left", style="cyan")
+    table.add_column("Category", justify="left", style=TH().HINT)
+    table.add_column("Status", justify="left", style=TH().TEXT)
+    table.add_column("I Paid", justify="right", style="red")
+    table.add_column("Payback", justify="left", style=TH().TEXT)
+    table.add_column("Type", justify="left", style=TH().TEXT)
+    table.add_column("Period", justify="left", style=TH().TEXT)
+    table.add_column("Comment", justify="left", style=TH().HINT)
+
+    for i, t in enumerate(expenses):
+        # Format date and time
+        ts_date = t.as_datetime()
+        day_name_str = ts_date.strftime("%A")[:3]
+        day_nth_str = ts_date.strftime("%d")
+        month_str = ts_date.strftime("%B")
+        time_str = ts_date.strftime("%H:%M")
+        date_str = f"{day_name_str} {day_nth_str} {month_str[:3]}"
+
+        # Format amount with colors
+        amount_color = "" if t.amount < 0 else "[green]"
+        amount_str = f"{amount_color}{t.amount:.2f} €"
+
+        # Format i_paid with colors just as amount
+        i_paid_color = "[green]" if t.i_paid is not None and t.i_paid > 0 else ""
+        i_paid_str = f"{i_paid_color}{t.i_paid:.2f} €" if t.i_paid is not None else ""
+
+        # Add a separator between months
+        separator = False
+        if len(expenses) > 1 and i < len(expenses) - 1:
+            np1_month_str = datetime.utcfromtimestamp(int(expenses[i + 1].timestamp) / 1000).strftime("%B")
+            separator = bool(month_str != np1_month_str)
+
+        # If focus is set, highlight the corresponding row and dim the others
+        if focus is not None:
+            style = "bold" if i == focus else "dim"
+        else:
+            style = "dim" if "(transfer)" in t.merchant_name else "none"
+
+        # Add the row to the table
+        table.add_row(
+            str(t.cell_number),
+            date_str,
+            time_str,
+            amount_str,
+            t.merchant_name,
+            t.merchant_category[:30],
+            str(t.status.value).capitalize() if t.status != Status.UNKNOWN else "",
+            i_paid_str,
+            t.payback,
+            str(t.constraint.value).capitalize() if t.constraint != Constraint.UNKNOWN else "",
+            str(t.period.value).capitalize() if t.period != Period.UNKNOWN else "",
+            t.comment,
+            style=style,
+            end_section=separator,
+        )
+
+    return table