lunchmoney 0.10.0 → 1.1.0

data/lib/lunchmoney/calls/categories.rb

@@ -0,0 +1,196 @@
+# typed: strict
+# frozen_string_literal: true
+
+require_relative "../objects/category"
+
+module LunchMoney
+  module Calls
+    # https://lunchmoney.dev/#categories
+    class Categories < LunchMoney::Calls::Base
+      # Valid query parameter formets for categories
+      VALID_FORMATS = T.let(
+        [
+          "flattened",
+          "nested",
+        ],
+        T::Array[String],
+      )
+
+      sig do
+        params(
+          format: T.nilable(T.any(String, Symbol)),
+        ).returns(T.any(T::Array[LunchMoney::Objects::Category], LunchMoney::Errors))
+      end
+      def categories(format: nil)
+        response = get("categories", query_params: categories_params(format:))
+
+        api_errors = errors(response)
+        return api_errors if api_errors.present?
+
+        response.body[:categories].map do |category|
+          category[:children]&.map! { |child_category| LunchMoney::Objects::Category.new(**child_category) }
+
+          LunchMoney::Objects::Category.new(**category)
+        end
+      end
+
+      sig { params(category_id: Integer).returns(T.any(LunchMoney::Objects::Category, LunchMoney::Errors)) }
+      def category(category_id)
+        response = get("categories/#{category_id}")
+
+        api_errors = errors(response)
+        return api_errors if api_errors.present?
+
+        response.body[:children]&.map! { |child_category| LunchMoney::Objects::ChildCategory.new(**child_category) }
+
+        LunchMoney::Objects::Category.new(**response.body)
+      end
+
+      sig do
+        params(
+          name: String,
+          description: T.nilable(String),
+          is_income: T::Boolean,
+          exclude_from_budget: T::Boolean,
+          exclude_from_totals: T::Boolean,
+          archived: T::Boolean,
+          group_id: T.nilable(Integer),
+        ).returns(T.any(T::Hash[Symbol, Integer], LunchMoney::Errors))
+      end
+      def create_category(name:, description: nil, is_income: false, exclude_from_budget: false,
+        exclude_from_totals: false, archived: false, group_id: nil)
+        params = clean_params({
+          name:,
+          description:,
+          is_income:,
+          exclude_from_budget:,
+          exclude_from_totals:,
+          archived:,
+          group_id:,
+        })
+        response = post("categories", params)
+
+        api_errors = errors(response)
+        return api_errors if api_errors.present?
+
+        response.body
+      end
+
+      sig do
+        params(
+          name: String,
+          description: T.nilable(String),
+          is_income: T::Boolean,
+          exclude_from_budget: T::Boolean,
+          exclude_from_totals: T::Boolean,
+          category_ids: T::Array[Integer],
+          new_categories: T::Array[String],
+        ).returns(T.any(T::Hash[Symbol, Integer], LunchMoney::Errors))
+      end
+      def create_category_group(name:, description: nil, is_income: false, exclude_from_budget: false,
+        exclude_from_totals: false, category_ids: [], new_categories: [])
+
+        params = {
+          name:,
+          description:,
+          is_income:,
+          exclude_from_budget:,
+          exclude_from_totals:,
+          category_ids:,
+          new_categories:,
+        }
+
+        response = post("categories/group", params)
+
+        api_errors = errors(response)
+        return api_errors if api_errors.present?
+
+        response.body
+      end
+
+      sig do
+        params(
+          category_id: Integer,
+          name: T.nilable(String),
+          description: T.nilable(String),
+          is_income: T.nilable(T::Boolean),
+          exclude_from_budget: T.nilable(T::Boolean),
+          exclude_from_totals: T.nilable(T::Boolean),
+          archived: T.nilable(T::Boolean),
+          group_id: T.nilable(Integer),
+        ).returns(T.any(T::Boolean, LunchMoney::Errors))
+      end
+      def update_category(category_id, name: nil, description: nil, is_income: nil, exclude_from_budget: nil,
+        exclude_from_totals: nil, archived: nil, group_id: nil)
+
+        params = clean_params({
+          name:,
+          description:,
+          is_income:,
+          exclude_from_budget:,
+          exclude_from_totals:,
+          archived:,
+          group_id:,
+        })
+        response = put("categories/#{category_id}", params)
+
+        api_errors = errors(response)
+        return api_errors if api_errors.present?
+
+        response.body
+      end
+
+      sig do
+        params(
+          group_id: Integer,
+          category_ids: T::Array[Integer],
+          new_categories: T::Array[String],
+        ).returns(T.any(LunchMoney::Objects::Category, LunchMoney::Errors))
+      end
+      def add_to_category_group(group_id, category_ids: [], new_categories: [])
+        params = {
+          category_ids:,
+          new_categories:,
+        }
+
+        response = post("categories/group/#{group_id}/add", params)
+
+        api_errors = errors(response)
+        return api_errors if api_errors.present?
+
+        LunchMoney::Objects::Category.new(**response.body)
+      end
+
+      sig { params(category_id: Integer).returns(T.any(T::Boolean, LunchMoney::Errors)) }
+      def delete_category(category_id)
+        response = delete("categories/#{category_id}")
+
+        api_errors = errors(response)
+        return api_errors if api_errors.present?
+
+        response.body
+      end
+
+      sig { params(category_id: Integer).returns(T.any(T::Boolean, LunchMoney::Errors)) }
+      def force_delete_category(category_id)
+        response = delete("categories/#{category_id}/force")
+
+        api_errors = errors(response)
+        return api_errors if api_errors.present?
+
+        response.body
+      end
+
+      private
+
+      sig { params(format: T.nilable(T.any(String, Symbol))).returns(T.nilable(T::Hash[Symbol, String])) }
+      def categories_params(format:)
+        return unless format
+
+        raise(InvalidQueryParameter, "format must be either flattened or nested") if VALID_FORMATS.exclude?(format.to_s)
+
+        { format: format.to_s }
+      end
+    end
+  end
+end

data/lib/lunchmoney/calls/crypto.rb

@@ -0,0 +1,50 @@
+# typed: strict
+# frozen_string_literal: true
+
+require_relative "../objects/crypto"
+
+module LunchMoney
+  module Calls
+    # https://lunchmoney.dev/#crypto
+    class Crypto < LunchMoney::Calls::Base
+      sig { returns(T.any(T::Array[LunchMoney::Objects::Crypto], LunchMoney::Errors)) }
+      def crypto
+        response = get("crypto")
+
+        api_errors = errors(response)
+        return api_errors if api_errors.present?
+
+        response.body[:crypto].map do |crypto|
+          LunchMoney::Objects::Crypto.new(**crypto)
+        end
+      end
+
+      sig do
+        params(
+          crypto_id: Integer,
+          name: T.nilable(String),
+          display_name: T.nilable(String),
+          institution_name: T.nilable(String),
+          balance: T.nilable(String),
+          currency: T.nilable(String),
+        ).returns(T.any(LunchMoney::Objects::CryptoBase, LunchMoney::Errors))
+      end
+      def update_crypto(crypto_id, name: nil, display_name: nil, institution_name: nil, balance: nil, currency: nil)
+        params = clean_params({
+          name:,
+          display_name:,
+          institution_name:,
+          balance:,
+          currency:,
+        })
+
+        response = put("crypto/manual/#{crypto_id}", params)
+
+        api_errors = errors(response)
+        return api_errors if api_errors.present?
+
+        LunchMoney::Objects::CryptoBase.new(**response.body)
+      end
+    end
+  end
+end

data/lib/lunchmoney/calls/plaid_accounts.rb

@@ -0,0 +1,40 @@
+# typed: strict
+# frozen_string_literal: true
+
+require_relative "../objects/plaid_account"
+
+module LunchMoney
+  module Calls
+    # https://lunchmoney.dev/#plaid-accounts
+    class PlaidAccounts < LunchMoney::Calls::Base
+      sig { returns(T.any(T::Array[LunchMoney::Objects::PlaidAccount], LunchMoney::Errors)) }
+      def plaid_accounts
+        response = get("plaid_accounts")
+
+        api_errors = errors(response)
+        return api_errors if api_errors.present?
+
+        response.body[:plaid_accounts].map do |plaid_account|
+          LunchMoney::Objects::PlaidAccount.new(**plaid_account)
+        end
+      end
+
+      sig do
+        params(
+          start_date: T.nilable(String),
+          end_date: T.nilable(String),
+          plaid_account_id: T.nilable(Integer),
+        ).returns(T.any(T::Boolean, LunchMoney::Errors))
+      end
+      def plaid_accounts_fetch(start_date: nil, end_date: nil, plaid_account_id: nil)
+        params = clean_params({ start_date:, end_date:, plaid_account_id: })
+        response = post("plaid_accounts/fetch", params)
+
+        api_errors = errors(response)
+        return api_errors if api_errors.present?
+
+        response.body
+      end
+    end
+  end
+end

data/lib/lunchmoney/calls/recurring_expenses.rb

@@ -0,0 +1,29 @@
+# typed: strict
+# frozen_string_literal: true
+
+require_relative "../objects/recurring_expense"
+
+module LunchMoney
+  module Calls
+    # https://lunchmoney.dev/#recurring-expenses
+    class RecurringExpenses < LunchMoney::Calls::Base
+      sig do
+        params(
+          start_date: T.nilable(String),
+          end_date: T.nilable(String),
+        ).returns(T.any(T::Array[LunchMoney::Objects::RecurringExpense], LunchMoney::Errors))
+      end
+      def recurring_expenses(start_date: nil, end_date: nil)
+        params = clean_params({ start_date:, end_date: })
+        response = get("recurring_expenses", query_params: params)
+
+        api_errors = errors(response)
+        return api_errors if api_errors.present?
+
+        response.body[:recurring_expenses].map do |recurring_expense|
+          LunchMoney::Objects::RecurringExpense.new(**recurring_expense)
+        end
+      end
+    end
+  end
+end

data/lib/lunchmoney/calls/tags.rb

@@ -0,0 +1,21 @@
+# typed: strict
+# frozen_string_literal: true
+
+require_relative "../objects/tag"
+
+module LunchMoney
+  module Calls
+    # https://lunchmoney.dev/#tags
+    class Tags < LunchMoney::Calls::Base
+      sig { returns(T.any(T::Array[LunchMoney::Objects::Tag], LunchMoney::Errors)) }
+      def tags
+        response = get("tags")
+
+        api_errors = errors(response)
+        return api_errors if api_errors.present?
+
+        response.body.map { |tag| LunchMoney::Objects::Tag.new(**tag) }
+      end
+    end
+  end
+end

data/lib/lunchmoney/calls/transactions.rb

@@ -0,0 +1,220 @@
+# typed: strict
+# frozen_string_literal: true
+
+require_relative "../objects/child_transaction"
+require_relative "../objects/transaction"
+require_relative "../objects/split"
+require_relative "../objects/update_transaction"
+
+module LunchMoney
+  module Calls
+    # https://lunchmoney.dev/#transactions
+    class Transactions < LunchMoney::Calls::Base
+      sig do
+        params(
+          tag_id: T.nilable(Integer),
+          recurring_id: T.nilable(Integer),
+          plaid_account_id: T.nilable(Integer),
+          category_id: T.nilable(Integer),
+          asset_id: T.nilable(Integer),
+          is_group: T.nilable(T::Boolean),
+          status: T.nilable(String),
+          start_date: T.nilable(String),
+          end_date: T.nilable(String),
+          debit_as_negative: T.nilable(T::Boolean),
+          pending: T.nilable(T::Boolean),
+          offset: T.nilable(Integer),
+          limit: T.nilable(Integer),
+        ).returns(T.any(T::Array[LunchMoney::Objects::Transaction], LunchMoney::Errors))
+      end
+      def transactions(
+        tag_id: nil,
+        recurring_id: nil,
+        plaid_account_id: nil,
+        category_id: nil,
+        asset_id: nil,
+        is_group: nil,
+        status: nil,
+        start_date: nil,
+        end_date: nil,
+        debit_as_negative: nil,
+        pending: nil,
+        offset: nil,
+        limit: nil
+      )
+
+        params = clean_params({
+          tag_id:,
+          recurring_id:,
+          plaid_account_id:,
+          category_id:,
+          asset_id:,
+          is_group:,
+          status:,
+          start_date:,
+          end_date:,
+          debit_as_negative:,
+          pending:,
+          offset:,
+          limit:,
+        })
+        response = get("transactions", query_params: params)
+
+        api_errors = errors(response)
+        return api_errors if api_errors.present?
+
+        response.body[:transactions].map do |transaction|
+          transaction[:tags].map! { |tag| LunchMoney::Objects::TagBase.new(**tag) }
+
+          transaction[:children]&.map! do |child_transaction|
+            LunchMoney::Objects::ChildTransaction.new(**child_transaction)
+          end
+
+          LunchMoney::Objects::Transaction.new(**transaction)
+        end
+      end
+
+      sig do
+        params(
+          transaction_id: Integer,
+          debit_as_negative: T.nilable(T::Boolean),
+        ).returns(T.any(LunchMoney::Objects::Transaction, LunchMoney::Errors))
+      end
+      def transaction(transaction_id, debit_as_negative: nil)
+        params = clean_params({ debit_as_negative: })
+        response = get("transactions/#{transaction_id}", query_params: params)
+
+        api_errors = errors(response)
+        return api_errors if api_errors.present?
+
+        LunchMoney::Objects::Transaction.new(**response.body)
+      end
+
+      sig do
+        params(
+          transactions: T::Array[LunchMoney::Objects::UpdateTransaction],
+          apply_rules: T.nilable(T::Boolean),
+          skip_duplicates: T.nilable(T::Boolean),
+          check_for_recurring: T.nilable(T::Boolean),
+          debit_as_negative: T.nilable(T::Boolean),
+          skip_balance_update: T.nilable(T::Boolean),
+        ).returns(T.any(T::Hash[Symbol, T::Array[Integer]], LunchMoney::Errors))
+      end
+      def insert_transactions(transactions, apply_rules: nil, skip_duplicates: nil,
+        check_for_recurring: nil, debit_as_negative: nil, skip_balance_update: nil)
+        params = clean_params({
+          transactions: transactions.map(&:serialize),
+          apply_rules:,
+          skip_duplicates:,
+          check_for_recurring:,
+          debit_as_negative:,
+          skip_balance_update:,
+        })
+        response = post("transactions", params)
+
+        api_errors = errors(response)
+        return api_errors if api_errors.present?
+
+        response.body
+      end
+
+      sig do
+        params(
+          transaction_id: Integer,
+          transaction: T.nilable(LunchMoney::Objects::UpdateTransaction),
+          split: T.nilable(T::Array[LunchMoney::Objects::Split]),
+          debit_as_negative: T.nilable(T::Boolean),
+          skip_balance_update: T.nilable(T::Boolean),
+        ).returns(T.any({ updated: T::Boolean, split: T.nilable(T::Array[Integer]) }, LunchMoney::Errors))
+      end
+      def update_transaction(transaction_id, transaction: nil, split: nil,
+        debit_as_negative: nil, skip_balance_update: nil)
+        raise(
+          LunchMoney::MissingArgument,
+          "Either a transaction or split must be provided",
+        ) if transaction.nil? && split.nil?
+
+        params = clean_params({
+          transaction: transaction&.serialize,
+          split: split&.map!(&:serialize),
+          debit_as_negative:,
+          skip_balance_update:,
+        })
+        response = put("transactions/#{transaction_id}", params)
+
+        api_errors = errors(response)
+        return api_errors if api_errors.present?
+
+        response.body
+      end
+
+      sig do
+        params(
+          parent_ids: T::Array[Integer],
+          remove_parents: T.nilable(T::Boolean),
+        ).returns(T.any(T::Array[Integer], LunchMoney::Errors))
+      end
+      def unsplit_transaction(parent_ids, remove_parents: false)
+        params = { parent_ids:, remove_parents: }
+        response = post("transactions/unsplit", params)
+
+        api_errors = errors(response)
+        return api_errors if api_errors.present?
+
+        response.body
+      end
+
+      sig { params(transaction_id: Integer).returns(T.any(LunchMoney::Objects::Transaction, LunchMoney::Errors)) }
+      def transaction_group(transaction_id)
+        response = get("transactions/group", query_params: { transaction_id: })
+
+        api_errors = errors(response)
+        return api_errors if api_errors.present?
+
+        LunchMoney::Objects::Transaction.new(**response.body)
+      end
+
+      sig do
+        params(
+          date: String,
+          payee: String,
+          transactions: T::Array[T.any(Integer, String)],
+          category_id: T.nilable(Integer),
+          notes: T.nilable(String),
+          tags: T.nilable(T::Array[T.any(Integer, String)]),
+        ).returns(T.any(Integer, LunchMoney::Errors))
+      end
+      def create_transaction_group(date:, payee:, transactions:, category_id: nil, notes: nil, tags: nil)
+        params = clean_params({
+          date:,
+          payee:,
+          transactions:,
+          category_id:,
+          notes:,
+          tags:,
+        })
+        response = post("transactions/group", params)
+
+        api_errors = errors(response)
+        return api_errors if api_errors.present?
+
+        response.body
+      end
+
+      sig do
+        params(transaction_id: T.any(
+          String,
+          Integer,
+        )).returns(T.any(T::Hash[Symbol, T::Array[Integer]], LunchMoney::Errors))
+      end
+      def delete_transaction_group(transaction_id)
+        response = delete("transactions/group/#{transaction_id}")
+
+        api_errors = errors(response)
+        return api_errors if api_errors.present?
+
+        response.body
+      end
+    end
+  end
+end

data/lib/lunchmoney/calls/users.rb

@@ -0,0 +1,21 @@
+# typed: strict
+# frozen_string_literal: true
+
+require_relative "../objects/user"
+
+module LunchMoney
+  module Calls
+    # https://lunchmoney.dev/#user
+    class Users < LunchMoney::Calls::Base
+      sig { returns(T.any(LunchMoney::Objects::User, LunchMoney::Errors)) }
+      def me
+        response = get("me")
+
+        api_errors = errors(response)
+        return api_errors if api_errors.present?
+
+        LunchMoney::Objects::User.new(**response.body)
+      end
+    end
+  end
+end

data/lib/lunchmoney/objects/asset.rb

@@ -0,0 +1,91 @@
+# typed: strict
+# frozen_string_literal: true
+
+module LunchMoney
+  module Objects
+    # https://lunchmoney.dev/#assets-object
+    class Asset < LunchMoney::Objects::Object
+      include LunchMoney::Validators
+
+      sig { returns(Integer) }
+      attr_accessor :id
+
+      sig { returns(String) }
+      attr_reader :type_name, :balance_as_of, :created_at
+
+      sig { returns(String) }
+      attr_accessor :name, :balance, :currency
+
+      sig { returns(T.nilable(String)) }
+      attr_accessor :display_name, :closed_on, :institution_name, :subtype_name
+
+      sig { returns(T::Boolean) }
+      attr_accessor :exclude_transactions
+
+      # Valid asset type names
+      VALID_TYPE_NAMES = T.let(
+        [
+          "cash",
+          "credit",
+          "investment",
+          "real estate",
+          "loan",
+          "vehicle",
+          "cryptocurrency",
+          "employee compensation",
+          "other liability",
+          "other asset",
+        ],
+        T::Array[String],
+      )
+
+      sig do
+        params(
+          created_at: String,
+          type_name: String,
+          name: String,
+          balance: String,
+          balance_as_of: String,
+          currency: String,
+          exclude_transactions: T::Boolean,
+          id: Integer,
+          subtype_name: T.nilable(String),
+          display_name: T.nilable(String),
+          closed_on: T.nilable(String),
+          institution_name: T.nilable(String),
+        ).void
+      end
+      def initialize(created_at:, type_name:, name:, balance:, balance_as_of:, currency:, exclude_transactions:, id:,
+        subtype_name: nil, display_name: nil, closed_on: nil, institution_name: nil)
+        super()
+        @created_at = T.let(validate_iso8601!(created_at), String)
+        @type_name = T.let(validate_one_of!(type_name, VALID_TYPE_NAMES), String)
+        @name = name
+        @balance = balance
+        @balance_as_of = T.let(validate_iso8601!(balance_as_of), String)
+        @currency = currency
+        @exclude_transactions = exclude_transactions
+        @id = id
+        @subtype_name = subtype_name
+        @display_name = display_name
+        @closed_on = closed_on
+        @institution_name = institution_name
+      end
+
+      sig { params(name: String).void }
+      def type_name=(name)
+        @type_name = validate_one_of!(name, VALID_TYPE_NAMES)
+      end
+
+      sig { params(time: String).void }
+      def balance_as_of=(time)
+        @balance_as_of = validate_iso8601!(time)
+      end
+
+      sig { params(time: String).void }
+      def created_at=(time)
+        @created_at = validate_iso8601!(time)
+      end
+    end
+  end
+end