teri 0.5.1

data/lib/teri/transaction_coder.rb

@@ -0,0 +1,338 @@
+module Teri
+  # Handles transaction coding logic
+  class TransactionCoder
+    def initialize(category_manager, ai_integration, options, logger)
+      @category_manager = category_manager
+      @ai_integration = ai_integration
+      @openai_client = ai_integration.openai_client
+      @options = options
+      @logger = logger
+    end
+
+    # Core transaction coding logic without I/O operations
+    def code_transaction(transaction, selected_option, split_input = nil, new_category = nil)
+      # Check if the transaction has an unknown category
+      unknown_categories = ['Income:Unknown', 'Expenses:Unknown']
+
+      # Find entries with unknown categories
+      unknown_entry = transaction.entries.find do |entry|
+        unknown_categories.include?(entry.account)
+      end
+
+      raise "Transaction has no unknown category: #{transaction}" unless unknown_entry
+
+      # Initialize new_categories
+      new_categories = {}
+
+      # Process the selected option
+      case selected_option.to_i
+      when 1
+        # Split transaction between multiple categories
+        if split_input && !split_input.empty?
+          # Parse the split input
+          split_input.split(',').each do |part|
+            # Handle the format "Category:Amount" or just "Category"
+            if part.include?(':')
+              parts = part.split(':')
+              if parts.length >= 3
+                # Format is Category:Subcategory:Amount
+                category = "#{parts[0]}:#{parts[1]}"
+                amount = parts[2].to_f
+              else
+                # Format is Category:Amount
+                category = parts[0]
+                amount = parts[1].to_f
+              end
+              new_categories[category] = amount
+            else
+              # Just a category with no amount specified
+              new_categories[part] = unknown_entry.amount
+            end
+          end
+        else
+          puts 'Please enter the split categories and amounts (e.g. Expenses:Rent:500,Expenses:Utilities:250):'
+          split_input = gets.chomp
+          return code_transaction(transaction, selected_option, split_input)
+        end
+      when 2
+        # Enter a custom category
+        if new_category && !new_category.empty?
+          new_categories[new_category] = unknown_entry.amount
+        else
+          puts 'Please enter the new category:'
+          new_category = gets.chomp
+          return code_transaction(transaction, selected_option, nil, new_category)
+        end
+      when 3..999
+        # Use a predefined category
+        category_index = selected_option.to_i - 3
+        all_cats = @category_manager.all_categories
+        if category_index < all_cats.size
+          category = all_cats[category_index]
+          new_categories[category] = unknown_entry.amount
+        else
+          puts 'Invalid category index. Please try again.'
+          return nil
+        end
+      else
+        puts 'Invalid option. Please try again.'
+        return nil
+      end
+
+      # Create a reverse transaction with the new categories
+      transaction.create_reverse_transaction(new_categories)
+    end
+
+    # Get AI suggestion for a transaction
+    def get_ai_suggestion(transaction, io = nil)
+      return nil unless @openai_client && @options[:use_ai_suggestions]
+
+      begin
+        io&.puts 'Getting AI suggestion...'
+        @logger&.info('Requesting AI suggestion')
+
+        ai_suggestion = @ai_integration.suggest_category(
+          transaction,
+          @category_manager.all_categories
+        )
+
+        if ai_suggestion[:category]
+          # Find the option number for the AI suggested category
+          all_cats = @category_manager.all_categories
+          ai_option_index = all_cats.find_index(ai_suggestion[:category])
+          ai_option_number = ai_option_index ? ai_option_index + 3 : nil
+
+          @logger&.info("AI suggestion: #{ai_suggestion[:category]} (Confidence: #{(ai_suggestion[:confidence] * 100).round(1)}%)")
+          @logger&.info("AI explanation: #{ai_suggestion[:explanation]}")
+
+          io&.puts "AI Suggestion: #{ai_suggestion[:category]} (Confidence: #{(ai_suggestion[:confidence] * 100).round(1)}%)"
+          io&.puts "Explanation: #{ai_suggestion[:explanation]}"
+          io&.puts ''
+
+          return {
+            suggestion: ai_suggestion,
+            option_number: ai_option_number
+          }
+        else
+          @logger&.warn('AI did not provide a category suggestion')
+          return nil
+        end
+      rescue StandardError => e
+        @logger&.error("Error getting AI suggestion: #{e.message}")
+        io&.puts "Error getting AI suggestion: #{e.message}"
+        return nil
+      end
+    end
+
+    # Save a transaction to coding.ledger
+    def save_transaction(reverse_transaction, transaction, selected_option, feedback = nil)
+      return false unless reverse_transaction
+
+      # Add the feedback as a comment to the reverse transaction
+      if feedback && !feedback.empty? && reverse_transaction.respond_to?(:add_comment)
+        reverse_transaction.add_comment("Hint: #{feedback}")
+      end
+
+      # Append to coding.ledger
+      File.open('coding.ledger', 'a') do |file|
+        file.puts reverse_transaction.to_ledger
+      end
+
+      @logger&.info('Transaction coded and saved to coding.ledger')
+
+      # Update previous codings cache with this transaction
+      if @openai_client && selected_option.to_i >= 3
+        category_index = selected_option.to_i - 3
+        all_cats = @category_manager.all_categories
+        if category_index < all_cats.size
+          selected_category = all_cats[category_index]
+          # Store more information about the transaction
+          @ai_integration.update_previous_codings(
+            transaction.description,
+            selected_category,
+            transaction.counterparty,
+            feedback ? [feedback] : transaction.hints
+          )
+          @logger&.info("Updated previous codings cache with: #{transaction.description} => #{selected_category} (Counterparty: #{transaction.counterparty})")
+        end
+      end
+
+      true
+    end
+
+    def code_transaction_interactively(transaction, responses = nil, saved_responses = nil, auto_apply_ai = false, io)
+      # Display the transaction information to the user
+      io.puts transaction.to_s
+      io.puts ''
+
+      @logger&.info("Transaction details: #{transaction.to_s.gsub("\n", ' | ')}")
+
+      # Get AI suggestion if available
+      ai_result = get_ai_suggestion(transaction, io)
+      ai_suggestion = ai_result&.dig(:suggestion)
+      ai_option_number = ai_result&.dig(:option_number)
+
+      # Display the available options to the user
+      all_cats = @category_manager.all_categories
+
+      io.puts 'Available options:'
+      io.puts '1. Split transaction between multiple categories'
+      io.puts '2. Create new category'
+
+      all_cats.each_with_index do |category, index|
+        option_number = index + 3
+        ai_indicator = option_number == ai_option_number ? ' (AI Suggested)' : ''
+        io.puts "#{option_number}. #{category}#{ai_indicator}"
+      end
+
+      if @options[:use_ai_suggestions] && !auto_apply_ai
+        io.puts 'A. Auto-apply AI suggestions for all remaining transactions'
+      end
+
+      # Get the user's selection
+      selected_option = nil
+
+      if auto_apply_ai && ai_option_number
+        selected_option = ai_option_number
+        io.puts "Auto-applying AI suggestion: #{ai_suggestion[:category]}"
+      elsif responses && !responses.empty?
+        # Use the next saved response
+        selected_option = responses.shift
+        io.puts "Using saved response: #{selected_option}"
+      else
+        # Prompt the user for input
+        io.print "Select option (1-#{all_cats.size + 2})"
+        io.print "[#{ai_option_number}]" if @options[:use_ai_suggestions] && !auto_apply_ai && ai_option_number
+        io.print ': '
+
+        user_input = io.gets.chomp
+
+        # Save the response if requested
+        saved_responses << user_input if saved_responses
+
+        # Check if the user wants to auto-apply AI suggestions
+        if user_input.downcase == 'a' && @options[:use_ai_suggestions] && !auto_apply_ai
+          return 'A' # Return 'A' for backward compatibility with tests
+        end
+
+        selected_option = user_input.to_i
+      end
+
+      # Process the user's selection
+      if selected_option == 1
+        # Split transaction between multiple categories
+        io.print 'Enter categories and amounts (category1:amount1,category2:amount2,...): '
+        split_input = nil
+
+        if responses && !responses.empty?
+          split_input = responses.shift
+          io.puts "Using saved response: #{split_input}"
+        else
+          split_input = io.gets.chomp
+          saved_responses << split_input if saved_responses
+        end
+
+        reverse_transaction = code_transaction(transaction, selected_option, split_input)
+      elsif selected_option == 2
+        # Create new category
+        io.print 'Enter new category: '
+        new_category = nil
+
+        if responses && !responses.empty?
+          new_category = responses.shift
+          io.puts "Using saved response: #{new_category}"
+        else
+          new_category = io.gets.chomp
+          saved_responses << new_category if saved_responses
+        end
+
+        reverse_transaction = code_transaction(transaction, selected_option, nil, new_category)
+      elsif selected_option >= 3 && selected_option <= all_cats.size + 2
+        # Select an existing category
+        category = all_cats[selected_option - 3]
+
+        # If this was an AI suggestion and the user selected it, ask for feedback if it was wrong
+        feedback = nil
+        if ai_suggestion && selected_option != ai_option_number
+          io.print 'Provide a reason why the AI was wrong: '
+
+          if responses && !responses.empty?
+            feedback = responses.shift
+            io.puts "Using saved response: #{feedback}"
+          else
+            feedback = io.gets.chomp
+            saved_responses << feedback if saved_responses
+          end
+
+          # Add the feedback as a hint to the transaction
+          transaction.add_hint(feedback) if feedback && !feedback.empty?
+        end
+
+        reverse_transaction = code_transaction(transaction, selected_option, nil, nil)
+
+        # Save the transaction
+        save_transaction(reverse_transaction, transaction, selected_option, feedback)
+      else
+        io.puts 'Invalid option. Please try again.'
+        return code_transaction_interactively(transaction, responses, saved_responses, auto_apply_ai, io)
+      end
+
+      # Append to coding.ledger
+      if reverse_transaction
+        save_transaction(reverse_transaction, transaction, selected_option)
+        io.puts 'Transaction coded and saved to coding.ledger.'
+      else
+        @logger&.error('Failed to code transaction')
+        io.puts 'Failed to code transaction.'
+      end
+
+      io.puts ''
+
+      # Return the selected option for backward compatibility with tests
+      selected_option.is_a?(Integer) ? selected_option.to_s : selected_option
+    end
+
+    def process_reconcile_file(uncoded_transactions, reconcile_file)
+      # Read the reconciliation file
+      reconcile_data = File.readlines(reconcile_file).map(&:strip)
+
+      # Process each line in the reconciliation file
+      reconcile_data.each do |line|
+        next if line.empty? || line.start_with?('#')
+
+        # Parse the line
+        parts = line.split(',')
+        transaction_id = parts[0].strip
+        category = parts[1].strip
+
+        # Find the transaction
+        transaction = uncoded_transactions.find { |t| t.transaction_id == transaction_id }
+        next unless transaction
+
+        # Check if the transaction has an unknown category
+        unknown_categories = ['Income:Unknown', 'Expenses:Unknown']
+        unknown_category = unknown_categories.find do |cat|
+          transaction.from_account == cat || transaction.to_account == cat
+        end
+        next unless unknown_category
+
+        # Create the categories hash with a single category
+        new_categories = { category => transaction.amount }
+
+        # Create the reverse transaction
+        begin
+          reverse_transaction = transaction.create_reverse_transaction(new_categories)
+
+          # Append to coding.ledger
+          File.open('coding.ledger', 'a') do |file|
+            file.puts reverse_transaction.to_ledger
+          end
+
+          puts "Coded transaction #{transaction_id} with category #{category}"
+        rescue StandardError => e
+          puts "Error coding transaction #{transaction_id}: #{e.message}"
+        end
+      end
+    end
+  end
+end 

data/lib/teri/version.rb

@@ -0,0 +1,3 @@
+module Teri
+  VERSION = '0.5.1'.freeze
+end

data/lib/teri.rb

@@ -0,0 +1,10 @@
+require 'teri/version'
+require 'teri/transaction'
+require 'teri/ledger'
+require 'teri/cli'
+require 'teri/accounting'
+
+module Teri
+  class Error < StandardError; end
+  # Your code goes here...
+end

metadata

@@ -0,0 +1,105 @@
+--- !ruby/object:Gem::Specification
+name: teri
+version: !ruby/object:Gem::Version
+  version: 0.5.1
+platform: ruby
+authors:
+- Jonathan Siegel
+bindir: bin
+cert_chain: []
+date: 2025-03-11 00:00:00.000000000 Z
+dependencies:
+- !ruby/object:Gem::Dependency
+  name: ruby-openai
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '6.3'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '6.3'
+- !ruby/object:Gem::Dependency
+  name: thor
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '1.2'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '1.2'
+- !ruby/object:Gem::Dependency
+  name: tty-prompt
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '0.23'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '0.23'
+description: A terminal interface for ledger-cli that makes it easier to code transactions
+  and reconcile accounts
+email:
+- usiegj00@github.com
+executables:
+- console
+- setup
+- teri
+extensions: []
+extra_rdoc_files: []
+files:
+- LICENSE.txt
+- README.md
+- bin/console
+- bin/setup
+- bin/teri
+- lib/teri.rb
+- lib/teri/accounting.rb
+- lib/teri/ai_integration.rb
+- lib/teri/category_manager.rb
+- lib/teri/cli.rb
+- lib/teri/ledger.rb
+- lib/teri/openai_client.rb
+- lib/teri/report_generator.rb
+- lib/teri/transaction.rb
+- lib/teri/transaction_coder.rb
+- lib/teri/version.rb
+homepage: https://github.com/usiegj00/teri
+licenses:
+- MIT
+metadata:
+  homepage_uri: https://github.com/usiegj00/teri
+  rubygems_mfa_required: 'true'
+  source_code_uri: https://github.com/usiegj00/teri
+rdoc_options: []
+require_paths:
+- lib
+required_ruby_version: !ruby/object:Gem::Requirement
+  requirements:
+  - - ">="
+    - !ruby/object:Gem::Version
+      version: 3.3.0
+required_rubygems_version: !ruby/object:Gem::Requirement
+  requirements:
+  - - ">="
+    - !ruby/object:Gem::Version
+      version: '0'
+requirements: []
+rubygems_version: 3.6.5
+specification_version: 4
+summary: Terminal interface for ledger-cli
+test_files: []