daftarche 0.2.0__tar.gz

daftarche-0.2.0/LICENSE

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+MIT License
+
+Copyright (c) 2026 Vahid Anari
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

daftarche-0.2.0/PKG-INFO

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+Metadata-Version: 2.4
+Name: daftarche
+Version: 0.2.0
+Summary: Daftarche: personal bookkeeping for bank transactions imported from QFX and Excel statements
+Author-email: Vahid Anari <vahid.anari8@gmail.com>
+License-Expression: MIT
+Project-URL: Homepage, https://github.com/vahid-anari/daftarche
+Project-URL: Source, https://github.com/vahid-anari/daftarche
+Project-URL: Issues, https://github.com/vahid-anari/daftarche/issues
+Project-URL: Changelog, https://github.com/vahid-anari/daftarche/blob/main/CHANGELOG.md
+Keywords: personal finance,bookkeeping,budget,QFX,OFX,CIBC,PySide6
+Classifier: Development Status :: 4 - Beta
+Classifier: Environment :: MacOS X
+Classifier: Environment :: X11 Applications :: Qt
+Classifier: Intended Audience :: End Users/Desktop
+Classifier: Operating System :: OS Independent
+Classifier: Programming Language :: Python :: 3
+Classifier: Topic :: Office/Business :: Financial :: Accounting
+Requires-Python: >=3.10
+Description-Content-Type: text/markdown
+License-File: LICENSE
+Requires-Dist: PySide6>=6.6
+Requires-Dist: pandas>=2.0
+Requires-Dist: openpyxl>=3.1
+Requires-Dist: sciwidgets~=0.11.0
+Provides-Extra: dev
+Requires-Dist: pytest>=7; extra == "dev"
+Requires-Dist: ruff; extra == "dev"
+Requires-Dist: build; extra == "dev"
+Requires-Dist: twine; extra == "dev"
+Provides-Extra: icon
+Requires-Dist: Pillow; extra == "icon"
+Requires-Dist: numpy; extra == "icon"
+Dynamic: license-file
+
+# Daftarche
+
+*Daftarche* (دفترچه, "little account book") is a personal bookkeeping desktop app —
+PySide6 + SQLite. It imports CIBC QFX/OFX statements (and historical Excel files),
+tracks income, expenses and transfers across accounts, with dashboards, charts,
+categories, tags and transfer matching.
+
+## Install
+
+```zsh
+pip install -e .
+daftarche               # run
+daftarche install-app   # add to Applications / Dock
+daftarche update        # update from PyPI (asks first)
+```
+
+## Data
+
+Nothing personal lives in this repository. The app keeps its files in
+
+```
+~/Library/Application Support/Daftarche/
+    daftarche.db                     the database
+    config.json                      theme and view settings
+    backups/daftarche-last.db        written at every start
+    backups/daftarche-YYYY-MM.db     first start of each month; the last 12 are kept
+```
+
+Set `DAFTARCHE_HOME=/some/folder` to use another location (e.g. a test copy).
+Backup / Restore in the app's top bar save and load a copy of the database.
+
+## Layout
+
+```
+src/daftarche/
+    main.py         command-line entry point
+    window.py       main window, Settings dialog
+    paths.py        data locations
+    backup.py       automatic backups
+    db.py           SQLite layer (all queries live here)
+    style.py        stylesheet + settings
+    widgets.py      shared widgets
+    chart_utils.py  QChart helpers
+    tabs/           dashboard, transactions, charts, accounts, import, manage
+tools/make_icon.py  draws data/icons/app_icon.png and splash.png
+tests/              pytest suite (synthetic data only)
+```
+
+## Development
+
+```zsh
+pip install -e ".[dev]"
+pytest
+```
+
+## Release
+
+1. Bump `version` in `pyproject.toml` and add a `## X.Y.Z — date` section to `CHANGELOG.md`.
+2. Commit, then `git tag vX.Y.Z && git push --tags` — the release workflow publishes
+   the GitHub Release with that changelog section.
+3. `python -m build && twine upload dist/*` — PyPI.
+
+## License
+
+MIT

daftarche-0.2.0/README.md

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+# Daftarche
+
+*Daftarche* (دفترچه, "little account book") is a personal bookkeeping desktop app —
+PySide6 + SQLite. It imports CIBC QFX/OFX statements (and historical Excel files),
+tracks income, expenses and transfers across accounts, with dashboards, charts,
+categories, tags and transfer matching.
+
+## Install
+
+```zsh
+pip install -e .
+daftarche               # run
+daftarche install-app   # add to Applications / Dock
+daftarche update        # update from PyPI (asks first)
+```
+
+## Data
+
+Nothing personal lives in this repository. The app keeps its files in
+
+```
+~/Library/Application Support/Daftarche/
+    daftarche.db                     the database
+    config.json                      theme and view settings
+    backups/daftarche-last.db        written at every start
+    backups/daftarche-YYYY-MM.db     first start of each month; the last 12 are kept
+```
+
+Set `DAFTARCHE_HOME=/some/folder` to use another location (e.g. a test copy).
+Backup / Restore in the app's top bar save and load a copy of the database.
+
+## Layout
+
+```
+src/daftarche/
+    main.py         command-line entry point
+    window.py       main window, Settings dialog
+    paths.py        data locations
+    backup.py       automatic backups
+    db.py           SQLite layer (all queries live here)
+    style.py        stylesheet + settings
+    widgets.py      shared widgets
+    chart_utils.py  QChart helpers
+    tabs/           dashboard, transactions, charts, accounts, import, manage
+tools/make_icon.py  draws data/icons/app_icon.png and splash.png
+tests/              pytest suite (synthetic data only)
+```
+
+## Development
+
+```zsh
+pip install -e ".[dev]"
+pytest
+```
+
+## Release
+
+1. Bump `version` in `pyproject.toml` and add a `## X.Y.Z — date` section to `CHANGELOG.md`.
+2. Commit, then `git tag vX.Y.Z && git push --tags` — the release workflow publishes
+   the GitHub Release with that changelog section.
+3. `python -m build && twine upload dist/*` — PyPI.
+
+## License
+
+MIT

daftarche-0.2.0/pyproject.toml

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+[build-system]
+requires = ["setuptools>=77", "wheel"]
+build-backend = "setuptools.build_meta"
+
+[project]
+name = "daftarche"
+version = "0.2.0"
+description = "Daftarche: personal bookkeeping for bank transactions imported from QFX and Excel statements"
+readme = "README.md"
+license = "MIT"
+license-files = ["LICENSE"]
+authors = [{ name = "Vahid Anari", email = "vahid.anari8@gmail.com" }]
+requires-python = ">=3.10"
+keywords = ["personal finance", "bookkeeping", "budget", "QFX", "OFX", "CIBC", "PySide6"]
+classifiers = [
+    "Development Status :: 4 - Beta",
+    "Environment :: MacOS X",
+    "Environment :: X11 Applications :: Qt",
+    "Intended Audience :: End Users/Desktop",
+    "Operating System :: OS Independent",
+    "Programming Language :: Python :: 3",
+    "Topic :: Office/Business :: Financial :: Accounting",
+]
+dependencies = [
+    "PySide6>=6.6",
+    "pandas>=2.0",
+    "openpyxl>=3.1",
+    "sciwidgets~=0.11.0",
+]
+
+[project.optional-dependencies]
+dev = ["pytest>=7", "ruff", "build", "twine"]
+icon = ["Pillow", "numpy"]
+
+[project.scripts]
+daftarche = "daftarche.main:main"
+
+[project.urls]
+Homepage = "https://github.com/vahid-anari/daftarche"
+Source = "https://github.com/vahid-anari/daftarche"
+Issues = "https://github.com/vahid-anari/daftarche/issues"
+Changelog = "https://github.com/vahid-anari/daftarche/blob/main/CHANGELOG.md"
+
+[tool.setuptools.packages.find]
+where = ["src"]
+
+[tool.setuptools.package-data]
+daftarche = ["data/icons/*.png"]
+
+[tool.pytest.ini_options]
+testpaths = ["tests"]
+
+[tool.ruff]
+line-length = 120
+target-version = "py310"

daftarche-0.2.0/setup.cfg

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+[egg_info]
+tag_build = 
+tag_date = 0
+

daftarche-0.2.0/src/daftarche/__init__.py

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+"""Daftarche: personal bookkeeping desktop app (PySide6 + SQLite)."""
+
+from importlib.metadata import PackageNotFoundError, version
+
+try:
+    __version__ = version("daftarche")
+except PackageNotFoundError:  # running from a checkout without `pip install -e .`
+    __version__ = "0.0.0"

daftarche-0.2.0/src/daftarche/__main__.py

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+"""Run with ``python -m daftarche`` (used by the app launcher)."""
+
+import sys
+
+from daftarche.main import main
+
+sys.exit(main())

daftarche-0.2.0/src/daftarche/app_info.py

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+"""Daftarche as an app: its name, and the description used by the launcher and the update check."""
+
+from pathlib import Path
+
+from sciwidgets.app import AppInfo
+
+from daftarche import __version__
+
+APP_NAME = "Daftarche"
+"""Name shown to the user (window, splash, launcher)."""
+
+APP_VERSION = __version__
+
+ICONS = Path(__file__).resolve().parent / "data" / "icons"
+APP_IMAGE = ICONS / "splash.png"
+"""Background of the splash screen (drawn by tools/make_icon.py)."""
+
+DIST_NAME = "daftarche"
+"""Name of the package (PyPI, once public)."""
+
+APP = AppInfo(
+    name=APP_NAME,
+    version=APP_VERSION,
+    dist_name=DIST_NAME,
+    module="daftarche",
+    command="daftarche",
+    github_repo="vahid-anari/daftarche",
+    icon=ICONS / "app_icon.png",
+    bundle_id="io.github.vahid-anari.daftarche",
+    linux_id="daftarche",
+    marker="Daftarche",
+    comment="Personal bookkeeping: bank transactions from QFX and Excel statements",
+    categories="Office;Finance;",
+)
+"""Daftarche for ``sciwidgets.app`` (launcher, update check)."""

daftarche-0.2.0/src/daftarche/backup.py

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+"""Automatic backups of the database, made at every start.
+
+    backups/daftarche-last.db      overwritten at every start (undo the last session)
+    backups/daftarche-2026-10.db   first start of each month; never overwritten
+
+Only the newest KEEP_MONTHS monthly snapshots are kept. Copies are made with
+SQLite's backup API, so they are consistent even while the database is open.
+"""
+
+import sqlite3
+from datetime import date
+from pathlib import Path
+
+from daftarche.paths import BACKUP_DIR
+
+KEEP_MONTHS = 12
+LAST_BACKUP = BACKUP_DIR / "daftarche-last.db"
+MONTHLY_GLOB = "daftarche-????-??.db"
+
+
+def copy_db(conn: sqlite3.Connection, destination: Path | str) -> None:
+    """Write a consistent copy of the open database to ``destination``."""
+    destination = Path(destination)
+    destination.parent.mkdir(parents=True, exist_ok=True)
+    with sqlite3.connect(destination) as target:
+        conn.backup(target)
+    target.close()
+
+
+def startup_backup(conn: sqlite3.Connection, today: date | None = None) -> list[Path]:
+    """The backups made at start-up; returns the files written."""
+    today = today or date.today()
+    written = [LAST_BACKUP]
+    copy_db(conn, LAST_BACKUP)
+    monthly = BACKUP_DIR / f"daftarche-{today:%Y-%m}.db"
+    if not monthly.exists():
+        copy_db(conn, monthly)
+        written.append(monthly)
+    for old in sorted(BACKUP_DIR.glob(MONTHLY_GLOB))[:-KEEP_MONTHS]:
+        old.unlink()
+    return written

daftarche-0.2.0/src/daftarche/chart_utils.py

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+"""
+chart_utils.py — Shared chart styling helpers.
+
+Key fixes:
+- Qt QValueAxis uses C printf format: "$%.0f"
+- Thousands separator: chart.setLocale(en_US) + chart.setLocalizeNumbers(True)
+- X-axis label rotation: setLabelsAngle(-45) + setTruncateLabels(False)
+"""
+from PySide6.QtCharts import QValueAxis, QBarCategoryAxis, QChart, QLegend, QChartView
+from PySide6.QtGui import QColor, QBrush, QFont, QPen, QPainter
+from PySide6.QtCore import Qt, QLocale, QMargins, QEvent, Signal, QPointF, QRectF
+from PySide6.QtWidgets import QLabel, QWidget
+
+from daftarche.style import get_settings
+
+
+class HoverChartView(QChartView):
+    mouseMoved = Signal(object)
+    mouseLeft = Signal()
+
+    def __init__(self, parent=None):
+        super().__init__(parent)
+
+        self.setRenderHint(QPainter.Antialiasing)
+        self.setMouseTracking(True)
+        self.viewport().setMouseTracking(True)
+        self.viewport().installEventFilter(self)
+
+        self._hover_label = QLabel("", self.viewport())
+        self._hover_label.setAlignment(Qt.AlignCenter)
+        self._hover_label.setWordWrap(True)
+        self._hover_label.setAttribute(Qt.WA_TransparentForMouseEvents, True)
+        self._hover_label.hide()
+
+        self._last_mouse_pos = None
+        self._style_hover_label()
+
+    def eventFilter(self, obj, event):
+        if obj is self.viewport():
+            if event.type() == QEvent.MouseMove:
+                pos = event.position().toPoint() if hasattr(event, "position") else event.pos()
+                self._last_mouse_pos = pos
+                self.mouseMoved.emit(pos)
+
+            elif event.type() == QEvent.Leave:
+                self._last_mouse_pos = None
+                self.hide_hover()
+                self.mouseLeft.emit()
+
+        return super().eventFilter(obj, event)
+
+    def last_mouse_pos(self):
+        return self._last_mouse_pos
+
+    def refresh_hover_style(self):
+        self._style_hover_label()
+
+    def _style_hover_label(self, border_color=None):
+        s = get_settings()
+        border = border_color or "rgba(255,255,255,40)"
+
+        self._hover_label.setStyleSheet(
+            f"color:{s.get('text')}; background: rgba(20,20,30,200);"
+            f" border: 1px solid {border};"
+            f" border-radius: 6px; padding: 4px 10px;"
+            f" font-size: {s.get('font_size')}pt;"
+        )
+
+    def show_hover(self, text, viewport_pos=None, border_color=None):
+        if not text:
+            self.hide_hover()
+            return
+
+        self._style_hover_label(border_color)
+
+        self._hover_label.setText(text)
+        self._hover_label.adjustSize()
+        self._hover_label.raise_()
+
+        if viewport_pos is None:
+            viewport_pos = self._last_mouse_pos
+
+        if viewport_pos is not None:
+            vp = self.viewport()
+            w = self._hover_label.width()
+            h = self._hover_label.height()
+
+            x = max(4, min(viewport_pos.x() + 12, vp.width() - w - 4))
+            y = max(4, min(viewport_pos.y() - h - 8, vp.height() - h - 4))
+
+            self._hover_label.move(x, y)
+
+        self._hover_label.show()
+
+    def hide_hover(self):
+        self._hover_label.hide()
+
+
+# _StackedOverlay  — paints per-month sorted stacked bars over QChartView
+class StackedOverlay(QWidget):
+
+    def __init__(self, chart_view, paint_data, on_hover_cb=None):
+        super().__init__(chart_view.viewport())
+        self._chart_view = chart_view
+        self._paint_data = paint_data
+        self._on_hover_cb = on_hover_cb
+        self._hovered = None
+        self.setAttribute(Qt.WA_TransparentForMouseEvents, False)
+        self.setMouseTracking(True)
+        self.resize(chart_view.viewport().size())
+        chart_view.viewport().installEventFilter(self)
+
+    def eventFilter(self, obj, event):
+        if obj is self._chart_view.viewport() and event.type() == QEvent.Resize:
+            self.resize(obj.size())
+            self.update()
+        return False
+
+    def _bar_rects(self):
+        chart = self._chart_view.chart()
+        pd = self._paint_data
+        periods = pd["all_periods"]
+        order = pd["per_month_order"]
+        data = pd["data"]
+        n = len(periods)
+        if n == 0 or not chart:
+            return []
+
+        rects = []
+        for pi, period in enumerate(periods):
+            cats_sorted = order[pi]
+            baseline = 0.0
+            for cat in cats_sorted:
+                val = data[period].get(cat, 0)
+                if val <= 0:
+                    continue
+                top_scene = chart.mapToScene(chart.mapToPosition(QPointF(pi, baseline + val)))
+                bottom_scene = chart.mapToScene(chart.mapToPosition(QPointF(pi, baseline)))
+                top_vp = self._chart_view.mapFromScene(top_scene)
+                bottom_vp = self._chart_view.mapFromScene(bottom_scene)
+
+                if n > 1:
+                    left_scene = chart.mapToScene(chart.mapToPosition(QPointF(pi - 0.35, baseline)))
+                    right_scene = chart.mapToScene(chart.mapToPosition(QPointF(pi + 0.35, baseline)))
+                    left_vp = self._chart_view.mapFromScene(left_scene)
+                    right_vp = self._chart_view.mapFromScene(right_scene)
+                    bar_left = left_vp.x()
+                    bar_right = right_vp.x()
+                else:
+                    plot = chart.plotArea()
+                    bar_left = plot.left() + plot.width() * 0.25
+                    bar_right = plot.right() - plot.width() * 0.25
+
+                rect = QRectF(
+                    bar_left,
+                    top_vp.y(),
+                    bar_right - bar_left,
+                    abs(bottom_vp.y() - top_vp.y()),
+                )
+                rects.append((rect, pi, cat, val, baseline))
+                baseline += val
+        return rects
+
+    def paintEvent(self, event):
+        painter = QPainter(self)
+        painter.setRenderHint(QPainter.Antialiasing, False)
+        colors = self._paint_data.get("cat_colors", {})
+
+        for rect, pi, cat, val, baseline in self._bar_rects():
+            color = QColor(colors.get(cat, "#888888"))
+            painter.fillRect(rect, color)
+            pen = QPen(QColor(255, 255, 255, 255))
+            pen.setWidth(1)
+            painter.setPen(pen)
+            painter.drawRect(rect)
+
+        painter.end()
+
+    def mouseMoveEvent(self, event):
+        pos = event.position().toPoint() if hasattr(event, "position") else event.pos()
+        hit = None
+        for rect, pi, cat, val, baseline in self._bar_rects():
+            if rect.contains(pos):
+                hit = (pi, cat, val, baseline, pos)
+                break
+        if hit != self._hovered:
+            self._hovered = hit
+            if self._on_hover_cb:
+                self._on_hover_cb(hit)
+
+    def leaveEvent(self, event):
+        self._hovered = None
+        if self._on_hover_cb:
+            self._on_hover_cb(None)
+
+
+def make_chart(title="", animated=True):
+    s = get_settings()
+    chart = QChart()
+    if title:
+        chart.setTitle(title)
+        chart.setTitleFont(QFont(s.get("font_family"), s.get("font_size") + 1, QFont.Bold))
+        chart.setTitleBrush(QBrush(QColor(s.get("text"))))
+
+    chart.setBackgroundBrush(QBrush(QColor(s.get("bg_surface"))))
+
+    if animated:
+        chart.setAnimationOptions(QChart.SeriesAnimations)
+    else:
+        chart.setAnimationOptions(QChart.NoAnimation)
+
+    chart.legend().setLabelColor(QColor(s.get("text")))
+    chart.legend().setAlignment(Qt.AlignRight)
+    chart.legend().setBackgroundVisible(False)
+    chart.legend().setFont(QFont(s.get("font_family"), s.get("font_size")))
+    chart.legend().setMarkerShape(QLegend.MarkerShapeRectangle)
+    chart.setMargins(QMargins(10, 10, 10, 10))
+
+    locale = QLocale(QLocale.Language.English, QLocale.Country.UnitedStates)
+    chart.setLocale(locale)
+    chart.setLocalizeNumbers(True)
+
+    return chart
+
+
+def make_y_axis(min_val=None, max_val=None):
+    """Y axis with dollar values, proper Qt format string."""
+    s = get_settings()
+    ax = QValueAxis()
+    ax.setLabelFormat("$%.0f")
+    ax.setLabelsColor(QColor(s.get("text")))
+    ax.setGridLineColor(QColor(s.get("border")))
+    ax.setLinePen(QPen(QColor(s.get("border"))))
+    ax.setTitleBrush(QBrush(QColor(s.get("text_dim"))))
+    ax.setLabelsFont(QFont(s.get("font_family"), s.get("font_size") - 1))
+    if min_val is not None:
+        ax.setMin(min_val)
+    if max_val is not None:
+        ax.setMax(max_val)
+    return ax
+
+
+def make_x_axis(labels, rotate=None):
+    """X axis with category labels, rotated for readability."""
+    s = get_settings()
+    ax = QBarCategoryAxis()
+    ax.append(labels)
+    ax.setLabelsColor(QColor(s.get("text")))
+    ax.setGridLineColor(QColor(s.get("border")))
+    ax.setLinePen(QPen(QColor(s.get("border"))))
+    ax.setLabelsFont(QFont(s.get("font_family"), s.get("font_size") - 1))
+    effective_rotate = rotate if rotate is not None else (-45 if len(labels) > 12 else 0)
+    if effective_rotate:
+        ax.setLabelsAngle(effective_rotate)
+        ax.setTruncateLabels(False)
+    return ax
+
+
+def style_chart_view(view, bordered=True):
+    s = get_settings()
+    if bordered:
+        view.setStyleSheet(
+            f"background:{s.get('bg_surface')}; "
+            f"border:1px solid {s.get('border')}; "
+            f"border-radius:8px;"
+        )
+    else:
+        view.setStyleSheet(
+            f"background: transparent; "
+            f"border: none;"
+        )