ynab_convert 0.1.0.pre
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- checksums.yaml +7 -0
- data/.gitignore +11 -0
- data/.rspec +3 -0
- data/.rubocop.yml +18 -0
- data/.ruby-gemset +1 -0
- data/.ruby-version +1 -0
- data/.solargraph.yml +15 -0
- data/.travis.yml +18 -0
- data/Gemfile +6 -0
- data/Gemfile.lock +135 -0
- data/Guardfile +84 -0
- data/LICENSE.txt +21 -0
- data/README.md +65 -0
- data/Rakefile +40 -0
- data/bin/console +15 -0
- data/bin/setup +8 -0
- data/bin/ynab_convert +29 -0
- data/lib/core_extensions/string.rb +17 -0
- data/lib/slop/symbol.rb +12 -0
- data/lib/ynab_convert/error.rb +6 -0
- data/lib/ynab_convert/logger.rb +14 -0
- data/lib/ynab_convert/processor/base.rb +171 -0
- data/lib/ynab_convert/processor/example.rb +124 -0
- data/lib/ynab_convert/processor/revolut.rb +103 -0
- data/lib/ynab_convert/processor/ubs_chequing.rb +101 -0
- data/lib/ynab_convert/processor/ubs_credit.rb +83 -0
- data/lib/ynab_convert/processors.rb +7 -0
- data/lib/ynab_convert/version.rb +5 -0
- data/lib/ynab_convert.rb +125 -0
- data/ynab_convert.gemspec +52 -0
- metadata +260 -0
checksums.yaml
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---
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SHA256:
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metadata.gz: '08086730d5b1a483d48378a5f2a10937accd45b695a4b2f07c94dd0c19e27daf'
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data.tar.gz: 9586296b18ee416fd083b9477d58570da2559d1d3b68b3385ce0bd0bb1f6ded2
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SHA512:
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metadata.gz: 0c0579fda3f49407a92345875fcbb95bb30cd65d4ffe0e59dd1bddecc6e5ee72aeafe592ef566cd756d4a6307b417e85dd85dd9df68a0375c5b410e08a1ed614
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data.tar.gz: 5dc8cfa674d17766f7dec08e1b8652f5aa891158355062c5ac75bd33a21bc1ac980401cd5c8eb49fa077081295cc9079de87c8c6cbfbde91a1dc3af66d896bf9
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data/.gitignore
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data/.rspec
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data/.rubocop.yml
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---
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require: rubocop-rake
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Metrics/LineLength:
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Exclude:
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- ynab_convert.gemspec
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Metrics/BlockLength:
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Exclude:
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- Guardfile
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- ynab_convert.gemspec
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- 'spec/**/*_spec.rb'
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Metrics/MethodLength:
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Max: 25
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Metrics/AbcSize:
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Enabled: false
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data/.ruby-gemset
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ynab_convert
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data/.ruby-version
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ruby-2.6.5
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data/.solargraph.yml
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data/.travis.yml
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---
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language: ruby
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cache: bundler
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rvm:
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- 2.6
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before_install: gem install bundler
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script: echo "Running tests for $(ruby -v)..." && bundle exec rake ci
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jobs:
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include:
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- stage: gem release
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rvm: 2.6
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script: echo "Publishing to rubygems.org..."
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deploy:
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provider: rubygems
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gem: ynab_convert
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api_key: $RUBYGEMS_API_KEY
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on: master
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data/Gemfile
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data/Gemfile.lock
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PATH
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remote: .
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specs:
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ynab_convert (0.1.0.pre)
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i18n
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slop
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GEM
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remote: https://rubygems.org/
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specs:
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ast (2.4.0)
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backport (1.1.2)
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byebug (11.0.1)
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coderay (1.1.2)
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concurrent-ruby (1.1.8)
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diff-lcs (1.3)
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docile (1.3.2)
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ffi (1.11.2)
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formatador (0.2.5)
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guard (2.16.1)
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formatador (>= 0.2.4)
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listen (>= 2.7, < 4.0)
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lumberjack (>= 1.0.12, < 2.0)
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thor (>= 0.18.1)
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guard-rspec (4.7.3)
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guard (~> 2.1)
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guard-compat (~> 1.1)
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rspec (>= 2.99.0, < 4.0)
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guard-rubocop (1.3.0)
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guard (~> 2.0)
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rubocop (~> 0.20)
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htmlentities (4.3.4)
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i18n (1.8.9)
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concurrent-ruby (~> 1.0)
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jaro_winkler (1.5.4)
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json (2.2.0)
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listen (3.2.0)
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rb-inotify (~> 0.9, >= 0.9.10)
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lumberjack (1.0.13)
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method_source (0.9.2)
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mini_portile2 (2.4.0)
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nenv (0.3.0)
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nokogiri (1.10.9)
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notiffany (0.1.3)
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nenv (~> 0.1)
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shellany (~> 0.0)
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parallel (1.19.0)
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parser (2.6.5.0)
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ast (~> 2.4.0)
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pry (0.12.2)
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coderay (~> 1.1.0)
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method_source (~> 0.9.0)
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pry-byebug (3.7.0)
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byebug (~> 11.0)
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rainbow (3.0.0)
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rake (13.0.1)
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rb-inotify (0.10.0)
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ffi (~> 1.0)
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reverse_markdown (1.3.0)
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nokogiri
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rspec (3.9.0)
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rspec-support (~> 3.9.0)
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rspec-mocks (3.9.0)
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rspec-support (~> 3.9.0)
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rspec-support (3.9.0)
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rubocop (0.76.0)
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parallel (~> 1.10)
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parser (>= 2.6)
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rainbow (>= 2.2.2, < 4.0)
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ruby-progressbar (~> 1.7)
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unicode-display_width (>= 1.4.0, < 1.7)
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rubocop-rake (0.5.0)
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rubocop
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ruby-progressbar (1.10.1)
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shellany (0.0.1)
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simplecov (0.17.1)
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docile (~> 1.1)
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json (>= 1.8, < 3)
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simplecov-html (~> 0.10.0)
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simplecov-html (0.10.2)
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slop (4.8.2)
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solargraph (0.37.2)
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backport (~> 1.1)
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bundler (>= 1.17.2)
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htmlentities (~> 4.3, >= 4.3.4)
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jaro_winkler (~> 1.5)
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nokogiri (~> 1.9, >= 1.9.1)
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parser (~> 2.3)
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reverse_markdown (~> 1.0, >= 1.0.5)
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rubocop (~> 0.52)
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thor (~> 0.19, >= 0.19.4)
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tilt (~> 2.0)
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yard (~> 0.9)
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thor (0.20.3)
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tilt (2.0.10)
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unicode-display_width (1.6.0)
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yard (0.9.20)
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PLATFORMS
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ruby
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DEPENDENCIES
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bundler (~> 2.0)
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guard-rspec
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guard-rubocop
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pry-byebug
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rake (~> 13.0)
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rspec (~> 3.0)
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rspec-core
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rubocop
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rubocop-rake
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simplecov
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solargraph
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ynab_convert!
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BUNDLED WITH
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2.2.11
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data/Guardfile
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# vi: set ft=ruby
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# frozen_string_literal: true
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# A sample Guardfile
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# More info at https://github.com/guard/guard#readme
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## Uncomment and set this to only include directories you want to watch
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# directories %w(app lib config test spec features) \
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# .select{|d| Dir.exist?(d) ? d : UI.warning("Directory #{d} does not exist")}
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## Note: if you are using the `directories` clause above and you are not
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## watching the project directory ('.'), then you will want to move
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## the Guardfile to a watched dir and symlink it back, e.g.
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#
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# $ mkdir config
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# $ mv Guardfile config/
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# $ ln -s config/Guardfile .
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#
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# and, you'll have to watch "config/Guardfile" instead of "Guardfile"
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# Note: The cmd option is now required due to the increasing number of ways
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# rspec may be run, below are examples of the most common uses.
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# * bundler: 'bundle exec rspec'
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# * bundler binstubs: 'bin/rspec'
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# * spring: 'bin/rspec' (This will use spring if running and you have
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# installed the spring binstubs per the docs)
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# * zeus: 'zeus rspec' (requires the server to be started separately)
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# * 'just' rspec: 'rspec'
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group :red_green_refactor, halt_on_fail: true do
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# Can't use the rake task here because guard appends rspec options to the
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# command that aren't compatible with rake
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guard :rspec, cmd: 'YNAB_CONVERT_ENV=test bundle exec rspec' do
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require 'guard/rspec/dsl'
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dsl = Guard::RSpec::Dsl.new(self)
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# Feel free to open issues for suggestions and improvements
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# RSpec files
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rspec = dsl.rspec
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watch(rspec.spec_helper) { rspec.spec_dir }
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watch(rspec.spec_support) { rspec.spec_dir }
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watch(rspec.spec_files)
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# Ruby files
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ruby = dsl.ruby
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dsl.watch_spec_files_for(ruby.lib_files)
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# Rails files
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rails = dsl.rails(view_extensions: %w[erb haml slim])
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dsl.watch_spec_files_for(rails.app_files)
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dsl.watch_spec_files_for(rails.views)
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watch(rails.controllers) do |m|
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[
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rspec.spec.call("routing/#{m[1]}_routing"),
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rspec.spec.call("controllers/#{m[1]}_controller"),
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rspec.spec.call("acceptance/#{m[1]}")
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]
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end
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# Rails config changes
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watch(rails.spec_helper) { rspec.spec_dir }
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watch(rails.routes) { "#{rspec.spec_dir}/routing" }
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watch(rails.app_controller) { "#{rspec.spec_dir}/controllers" }
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# Capybara features specs
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watch(rails.view_dirs) { |m| rspec.spec.call("features/#{m[1]}") }
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watch(rails.layouts) { |m| rspec.spec.call("features/#{m[1]}") }
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# Turnip features and steps
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watch(%r{^spec/acceptance/(.+)\.feature$})
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watch(%r{^spec/acceptance/steps/(.+)_steps\.rb$}) do |m|
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Dir[File.join("**/#{m[1]}.feature")][0] || 'spec/acceptance'
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end
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end
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guard :rubocop, cli: ['--auto-correct'] do
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watch('Gemfile')
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watch('Rakefile')
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watch('bin/convert')
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watch(/.+\.rb$/)
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watch(%r{(?:.+/)?\.rubocop(?:_todo)?\.yml$}) { |m| File.dirname(m[0]) }
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end
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end
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data/LICENSE.txt
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The MIT License (MIT)
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Copyright (c) 2019 coaxial
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Permission is hereby granted, free of charge, to any person obtaining a copy
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of this software and associated documentation files (the "Software"), to deal
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in the Software without restriction, including without limitation the rights
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to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
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copies of the Software, and to permit persons to whom the Software is
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furnished to do so, subject to the following conditions:
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The above copyright notice and this permission notice shall be included in
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all copies or substantial portions of the Software.
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THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
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AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
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LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
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OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN
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THE SOFTWARE.
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data/README.md
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# YnabConvert
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Convert CSV files from online banking to a [format YNAB 4 can consume](https://docs.youneedabudget.com/article/921-formatting-csv-file).
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## Installation
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$ gem install ynab_convert
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## Usage
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```shell
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$ ynab_convert -f my_transactions.csv -i example
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```
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This will process the file `my_transactions.csv` downloaded from Example Bank's
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online banking platform, using the `example` processor (see list of available
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processors below.)
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It will then output the converted file as
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`my_transactions_example_bank_20191101-2019-1201_ynab4.csv`. The dates in the
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filename match the interval of the transactions found in the original CSV file.
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In that case, the earliest transaction recorded happened on 2019-11-01 and the
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latest one on 2019-12-01.
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## Available processors
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`-i` argument | Institution's full name | Institution's website | Remarks
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---|---|---|---
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`example` | Example Bank | N/A | Reference processor implementation, not a real institution
|
30
|
+
`revolut` | Revolut Ltd | [revolut.com](https://www.revolut.com/) | The processor isn't aware of currencies. Make sure the statements processed with `revolut` are in the same currency that your YNAB is in
|
31
|
+
`ubs_chequing` | UBS Switzerland (private banking) | [ubs.ch](https://ubs.ch) | Private chequing and joint accounts
|
32
|
+
`ubs_credit` | UBS Switzerland (credit cards) | [ubs.ch](https://ubs.ch) | Both MasterCard and Visa
|
33
|
+
|
34
|
+
## Contributing
|
35
|
+
|
36
|
+
After checking out the repo, run `bin/setup` to install dependencies. Then, run
|
37
|
+
`rake spec` to run the tests. You can also run `bin/console` for an interactive
|
38
|
+
prompt that will allow you to experiment.
|
39
|
+
|
40
|
+
To install this gem onto your local machine, run `bundle exec rake install`.
|
41
|
+
|
42
|
+
Bug reports and pull requests are welcome on GitHub at
|
43
|
+
https://github.com/coaxial/ynab_convert.
|
44
|
+
|
45
|
+
### Enable debug output
|
46
|
+
|
47
|
+
Run `ynab_convert` with `YNAB_CONVERT_DEBUG=true`, or use the rake task `spec:debug`. Debug logging goes to STDERR.
|
48
|
+
|
49
|
+
### Adding a new financial institution
|
50
|
+
|
51
|
+
If there is no processor for your financial institution, you can contribute one
|
52
|
+
to the project.
|
53
|
+
|
54
|
+
There is a commented example processor located at
|
55
|
+
`lib/ynab_convert/processor/example.rb`. Looking at the other, real-world
|
56
|
+
processors in that directory can also help.
|
57
|
+
|
58
|
+
Be sure to add tests to your processor as well before you make a PR.
|
59
|
+
|
60
|
+
## License
|
61
|
+
|
62
|
+
The gem is available as open source under the terms of the [MIT
|
63
|
+
License](https://opensource.org/licenses/MIT).
|
64
|
+
|
65
|
+
(c) coaxial 2019
|
data/Rakefile
ADDED
@@ -0,0 +1,40 @@
|
|
1
|
+
# frozen_string_literal: true
|
2
|
+
|
3
|
+
require 'bundler/gem_tasks'
|
4
|
+
require 'rspec/core/rake_task'
|
5
|
+
require 'rubocop/rake_task'
|
6
|
+
|
7
|
+
desc 'Run all specs'
|
8
|
+
task :spec do
|
9
|
+
ENV['YNAB_CONVERT_ENV'] = 'test'
|
10
|
+
|
11
|
+
RSpec::Core::RakeTask.new(:spec) do |t|
|
12
|
+
t.pattern = Dir.glob('spec/**/*_spec.rb')
|
13
|
+
t.rspec_opts = '--format documentation'
|
14
|
+
end
|
15
|
+
end
|
16
|
+
|
17
|
+
desc 'Run all tests (synonym for spec)'
|
18
|
+
task :test do
|
19
|
+
Rake::Task[:spec].invoke
|
20
|
+
end
|
21
|
+
|
22
|
+
namespace 'spec' do
|
23
|
+
desc 'Enable debug logging'
|
24
|
+
task :debug do
|
25
|
+
ENV['YNAB_CONVERT_DEBUG'] = 'true'
|
26
|
+
|
27
|
+
Rake::Task[:spec].invoke
|
28
|
+
end
|
29
|
+
end
|
30
|
+
|
31
|
+
desc 'Check code format'
|
32
|
+
RuboCop::RakeTask.new
|
33
|
+
|
34
|
+
desc 'Run tests and check code format'
|
35
|
+
task :ci do
|
36
|
+
Rake::Task[:spec].invoke
|
37
|
+
Rake::Task[:rubocop].invoke
|
38
|
+
end
|
39
|
+
|
40
|
+
task default: :ci
|
data/bin/console
ADDED
@@ -0,0 +1,15 @@
|
|
1
|
+
#!/usr/bin/env ruby
|
2
|
+
# frozen_string_literal: true
|
3
|
+
|
4
|
+
require 'bundler/setup'
|
5
|
+
require 'ynab_convert'
|
6
|
+
|
7
|
+
# You can add fixtures and/or initialization code here to make experimenting
|
8
|
+
# with your gem easier. You can also use a different console, if you like.
|
9
|
+
|
10
|
+
# (If you use this, don't forget to add pry to your Gemfile!)
|
11
|
+
# require "pry"
|
12
|
+
# Pry.start
|
13
|
+
|
14
|
+
require 'irb'
|
15
|
+
IRB.start(__FILE__)
|
data/bin/setup
ADDED
data/bin/ynab_convert
ADDED
@@ -0,0 +1,29 @@
|
|
1
|
+
#!/usr/bin/env ruby
|
2
|
+
# vi: ft=ruby
|
3
|
+
# frozen_string_literal: true
|
4
|
+
|
5
|
+
require 'bundler/setup'
|
6
|
+
require 'ynab_convert'
|
7
|
+
require 'core_extensions/string'
|
8
|
+
require 'ynab_convert/processors'
|
9
|
+
require 'ynab_convert/logger'
|
10
|
+
require 'ynab_convert/error'
|
11
|
+
require 'slop/symbol'
|
12
|
+
require 'pry'
|
13
|
+
|
14
|
+
# Add mixins and run converter
|
15
|
+
class Convert
|
16
|
+
String.include CoreExtensions::String::Inflections
|
17
|
+
YnabConvert.include YnabLogger
|
18
|
+
|
19
|
+
def initialize
|
20
|
+
@yc = YnabConvert::CLI.new
|
21
|
+
end
|
22
|
+
|
23
|
+
def start
|
24
|
+
@yc.start
|
25
|
+
end
|
26
|
+
end
|
27
|
+
|
28
|
+
yc = Convert.new
|
29
|
+
yc.start
|
@@ -0,0 +1,17 @@
|
|
1
|
+
# frozen_string_literal: true
|
2
|
+
|
3
|
+
# Mimics the module by the same name from Rails, to add convenience methods
|
4
|
+
module CoreExtensions
|
5
|
+
module String
|
6
|
+
# Adds convenience methods
|
7
|
+
module Inflections
|
8
|
+
def snake_case
|
9
|
+
downcase.tr(' ', '_').gsub(/[^a-z_]/, '')
|
10
|
+
end
|
11
|
+
|
12
|
+
def camel_case
|
13
|
+
split('_').collect(&:capitalize).join
|
14
|
+
end
|
15
|
+
end
|
16
|
+
end
|
17
|
+
end
|
data/lib/slop/symbol.rb
ADDED
@@ -0,0 +1,14 @@
|
|
1
|
+
# frozen_string_literal: true
|
2
|
+
|
3
|
+
require 'logger'
|
4
|
+
|
5
|
+
# Add logging to classes
|
6
|
+
module YnabLogger
|
7
|
+
def logger
|
8
|
+
@logger unless @logger.nil?
|
9
|
+
@logger ||= Logger.new(STDERR)
|
10
|
+
@logger.level = Logger::FATAL
|
11
|
+
@logger.level = Logger::DEBUG if ENV['YNAB_CONVERT_DEBUG'] == 'true'
|
12
|
+
@logger
|
13
|
+
end
|
14
|
+
end
|