dao-treasury 0.0.60__cp312-cp312-win32.whl → 0.1.6__cp312-cp312-win32.whl

dao_treasury/docker-compose.yaml

@@ -3,9 +3,12 @@ networks:
   docker_eth_portfolio:
     external: true
 
+volumes:
+  dao_treasury_pgdata:
+
 services:
   grafana:
-    image: grafana/grafana:12.2.1
+    image: grafana/grafana:12.3.0
     ports:
       - 127.0.0.1:${DAO_TREASURY_GRAFANA_PORT:-3004}:3000
     environment:
@@ -18,9 +21,8 @@ services:
       - GF_RENDERING_SERVER_URL=http://renderer:8091/render
       - GF_RENDERING_CALLBACK_URL=http://grafana:3000/
       - GF_LOG_FILTERS=rendering:debug
-      - GF_INSTALL_PLUGINS=volkovlabs-variable-panel,frser-sqlite-datasource
+      - GF_INSTALL_PLUGINS=volkovlabs-variable-panel
     volumes:
-      - ~/.dao-treasury/:/app/dao-treasury-data
       - ./.grafana/provisioning/:/etc/grafana/provisioning/
     networks:
       - dao_treasury
@@ -39,3 +41,17 @@ services:
       - dao_treasury
       - docker_eth_portfolio
     restart: always
+
+  postgres:
+    image: postgres:18
+    restart: always
+    environment:
+      POSTGRES_USER: dao_treasury
+      POSTGRES_PASSWORD: dao_treasury
+      POSTGRES_DB: dao_treasury
+    volumes:
+      - dao_treasury_pgdata:/var/lib/postgresql
+    ports:
+      - 127.0.0.1:${DAO_TREASURY_POSTGRES_PORT:-8675}:5432
+    networks:
+      - dao_treasury

dao_treasury/main.py

@@ -2,7 +2,7 @@
 
 This module parses command-line arguments, sets up environment variables for
 Grafana and its renderer, and defines the entrypoint for a one-time export of
-DAO treasury transactions. It populates the local SQLite database and starts
+DAO treasury transactions. It populates the local PostgreSQL database and starts
 the required Docker services for Grafana dashboards. Transactions are fetched
 via :class:`dao_treasury.Treasury`, sorted according to optional rules, and
 inserted using the database routines (:func:`dao_treasury.db.TreasuryTx.insert`).
@@ -29,6 +29,7 @@ from pathlib import Path
 import brownie
 import yaml
 from a_sync import create_task
+from dao_treasury._nicknames import setup_address_nicknames_in_db
 from dao_treasury._wallet import load_wallets_from_yaml
 from eth_portfolio_scripts.balances import export_balances
 from eth_typing import BlockNumber
@@ -125,6 +126,18 @@ parser.add_argument(
     help="Port for the Grafana rendering service. Default: 8091",
     default=8091,
 )
+parser.add_argument(
+    "--custom-bucket",
+    type=str,
+    action="append",
+    help=(
+        "Custom bucket mapping for a wallet address. "
+        "Specify as 'address:bucket_name'. "
+        "Can be used multiple times. Example: "
+        "--custom-bucket '0x123:My Bucket' --custom-bucket '0x456:Other Bucket'"
+    ),
+    default=None,
+)
 
 args = parser.parse_args()
 
@@ -209,13 +222,36 @@ async def export(args) -> None:
             for address in addresses:
                 db.Address.set_nickname(address, nickname)
 
-    treasury = Treasury(wallets, args.sort_rules, asynchronous=True)
+    # Parse custom_buckets from --custom-bucket arguments
+    custom_buckets = None
+    if args.custom_bucket:
+        custom_buckets = {}
+        item: str
+        for item in args.custom_bucket:
+            if ":" not in item:
+                parser.error(
+                    f"Invalid format for --custom-bucket: '{item}'. Must be 'address:bucket_name'."
+                )
+            address, bucket = item.split(":", 1)
+            address = address.strip()
+            bucket = bucket.strip()
+            if not address or not bucket:
+                parser.error(
+                    f"Invalid format for --custom-bucket: '{item}'. Both address and bucket_name are required."
+                )
+            custom_buckets[address] = bucket
+
+    treasury = Treasury(
+        wallets, args.sort_rules, custom_buckets=custom_buckets, asynchronous=True
+    )
 
     # Start only the requested containers
     if args.start_renderer is True:
         _docker.up()
     else:
-        _docker.up("grafana")
+        _docker.up("grafana", "postgres")
+
+    setup_address_nicknames_in_db()
 
     # eth-portfolio needs this present
     # TODO: we need to update eth-portfolio to honor wallet join and exit times
@@ -231,7 +267,9 @@ async def export(args) -> None:
 
     export_task = create_task(
         asyncio.gather(
-            export_balances(args),
+            # TODO: combine these into Treasury class?
+            # would allow for only one set of logs in memory
+            export_balances(args, custom_buckets),
             treasury.populate_db(BlockNumber(0), brownie.chain.height),
         )
     )

dao_treasury/sorting/__init__.py

@@ -88,13 +88,8 @@ __all__ = [
 
 # C constants
 TxGroup: Final = db.TxGroup
-MUST_SORT_INBOUND_TXGROUP_DBID: Final = db.must_sort_inbound_txgroup_dbid
-MUST_SORT_OUTBOUND_TXGROUP_DBID: Final = db.must_sort_outbound_txgroup_dbid
 
-INTERNAL_TRANSFER_TXGROUP_DBID: Final = TxGroup.get_dbid(
-    name="Internal Transfer",
-    parent=TxGroup.get_dbid("Ignore"),
-)
+INTERNAL_TRANSFER_TXGROUP_DBID: int | None = None
 """Database ID for the 'Internal Transfer' transaction group.
 
 This group represents transactions that occur internally between treasury-owned wallets.
@@ -104,9 +99,7 @@ See Also:
     :class:`dao_treasury.db.TxGroup`
 """
 
-OUT_OF_RANGE_TXGROUP_DBID = TxGroup.get_dbid(
-    name="Out of Range", parent=TxGroup.get_dbid("Ignore")
-)
+OUT_OF_RANGE_TXGROUP_DBID: int | None = None
 """Database ID for the 'Out of Range' transaction group.
 
 This category is assigned to transactions where neither the sender nor the recipient
@@ -143,6 +136,9 @@ def sort_basic(entry: LedgerEntry) -> TxGroupDbid:
         :func:`sort_advanced`
         :class:`dao_treasury.sorting.HashMatcher`
     """
+    global INTERNAL_TRANSFER_TXGROUP_DBID
+    global OUT_OF_RANGE_TXGROUP_DBID
+
     from_address = entry.from_address
     to_address = entry.to_address
     block = entry.block_number
@@ -150,8 +146,17 @@ def sort_basic(entry: LedgerEntry) -> TxGroupDbid:
     txgroup_dbid: Optional[TxGroupDbid] = None
     if TreasuryWallet.check_membership(from_address, block):
         if TreasuryWallet.check_membership(to_address, block):
+            if INTERNAL_TRANSFER_TXGROUP_DBID is None:
+                INTERNAL_TRANSFER_TXGROUP_DBID = TxGroup.get_dbid(
+                    name="Internal Transfer",
+                    parent=TxGroup.get_dbid("Ignore"),
+                )
             txgroup_dbid = INTERNAL_TRANSFER_TXGROUP_DBID
     elif not TreasuryWallet.check_membership(to_address, block):
+        if OUT_OF_RANGE_TXGROUP_DBID is None:
+            OUT_OF_RANGE_TXGROUP_DBID = TxGroup.get_dbid(
+                name="Out of Range", parent=TxGroup.get_dbid("Ignore")
+            )
         txgroup_dbid = OUT_OF_RANGE_TXGROUP_DBID
 
     if txgroup_dbid is None:
@@ -167,10 +172,10 @@ def sort_basic(entry: LedgerEntry) -> TxGroupDbid:
 
     if txgroup_dbid is None:
         if TreasuryWallet.check_membership(from_address, block):
-            txgroup_dbid = MUST_SORT_OUTBOUND_TXGROUP_DBID
+            txgroup_dbid = db.must_sort_outbound_txgroup_dbid
 
         elif TreasuryWallet.check_membership(to_address, block):
-            txgroup_dbid = MUST_SORT_INBOUND_TXGROUP_DBID
+            txgroup_dbid = db.must_sort_inbound_txgroup_dbid
 
         else:
             raise NotImplementedError("this isnt supposed to happen")
@@ -197,6 +202,9 @@ def sort_basic_entity(tx: db.TreasuryTx) -> TxGroupDbid:
         :func:`sort_basic`
         :func:`sort_advanced`
     """
+    global INTERNAL_TRANSFER_TXGROUP_DBID
+    global OUT_OF_RANGE_TXGROUP_DBID
+
     from_address = tx.from_address.address
     to_address = tx.to_address
     block = tx.block
@@ -204,11 +212,20 @@ def sort_basic_entity(tx: db.TreasuryTx) -> TxGroupDbid:
     txgroup_dbid: Optional[TxGroupDbid] = None
     if TreasuryWallet.check_membership(from_address, block):
         if TreasuryWallet.check_membership(tx.to_address.address, block):
+            if INTERNAL_TRANSFER_TXGROUP_DBID is None:
+                INTERNAL_TRANSFER_TXGROUP_DBID = TxGroup.get_dbid(
+                    name="Internal Transfer",
+                    parent=TxGroup.get_dbid("Ignore"),
+                )
             txgroup_dbid = INTERNAL_TRANSFER_TXGROUP_DBID
     elif not (
         TreasuryWallet.check_membership(tx.to_address.address, tx.block)
         or from_address in constants.DISPERSE_APP
     ):
+        if OUT_OF_RANGE_TXGROUP_DBID is None:
+            OUT_OF_RANGE_TXGROUP_DBID = TxGroup.get_dbid(
+                name="Out of Range", parent=TxGroup.get_dbid("Ignore")
+            )
         txgroup_dbid = OUT_OF_RANGE_TXGROUP_DBID
 
     if txgroup_dbid is None:
@@ -222,23 +239,23 @@ def sort_basic_entity(tx: db.TreasuryTx) -> TxGroupDbid:
 
     if txgroup_dbid is None:
         if TreasuryWallet.check_membership(from_address, block):
-            txgroup_dbid = MUST_SORT_OUTBOUND_TXGROUP_DBID
+            txgroup_dbid = db.must_sort_outbound_txgroup_dbid
 
         elif TreasuryWallet.check_membership(to_address.address, block):
-            txgroup_dbid = MUST_SORT_INBOUND_TXGROUP_DBID
+            txgroup_dbid = db.must_sort_inbound_txgroup_dbid
 
         elif from_address in constants.DISPERSE_APP:
-            txgroup_dbid = MUST_SORT_OUTBOUND_TXGROUP_DBID
+            txgroup_dbid = db.must_sort_outbound_txgroup_dbid
 
         elif from_address in constants.DISPERSE_APP:
-            txgroup_dbid = MUST_SORT_OUTBOUND_TXGROUP_DBID
+            txgroup_dbid = db.must_sort_outbound_txgroup_dbid
 
         else:
             raise NotImplementedError("this isnt supposed to happen")
 
     if txgroup_dbid not in (
-        MUST_SORT_INBOUND_TXGROUP_DBID,
-        MUST_SORT_OUTBOUND_TXGROUP_DBID,
+        db.must_sort_inbound_txgroup_dbid,
+        db.must_sort_outbound_txgroup_dbid,
     ):
         logger.info("Sorted %s to %s", tx, TxGroup.get_fullname(txgroup_dbid))
 
@@ -274,8 +291,8 @@ async def sort_advanced(entry: db.TreasuryTx) -> TxGroupDbid:
     txgroup_dbid = sort_basic_entity(entry)
 
     if txgroup_dbid in (
-        MUST_SORT_INBOUND_TXGROUP_DBID,
-        MUST_SORT_OUTBOUND_TXGROUP_DBID,
+        db.must_sort_inbound_txgroup_dbid,
+        db.must_sort_outbound_txgroup_dbid,
     ):
         for rules in SORT_RULES.values():
             for rule in rules:
@@ -286,8 +303,8 @@ async def sort_advanced(entry: db.TreasuryTx) -> TxGroupDbid:
                 except ContractNotVerified:
                     continue
     if txgroup_dbid not in (
-        MUST_SORT_INBOUND_TXGROUP_DBID,
-        MUST_SORT_OUTBOUND_TXGROUP_DBID,
+        db.must_sort_inbound_txgroup_dbid,
+        db.must_sort_outbound_txgroup_dbid,
     ):
         logger.info("Sorted %s to %s", entry, TxGroup.get_fullname(txgroup_dbid))
         await entry._set_txgroup(txgroup_dbid)

dao_treasury/treasury.py

@@ -18,11 +18,11 @@ This is the main entry point for orchestrating DAO treasury analytics.
 from asyncio import create_task, gather
 from logging import getLogger
 from pathlib import Path
-from typing import Final, Iterable, List, Optional, Union
+from typing import Dict, Final, Iterable, List, Optional, Union
 
 import a_sync
 from a_sync.a_sync.abstract import ASyncABC
-from eth_typing import BlockNumber
+from eth_typing import BlockNumber, HexAddress
 from eth_portfolio.structs import LedgerEntry
 from eth_portfolio.typing import PortfolioBalances
 from eth_portfolio_scripts._portfolio import ExportablePortfolio
@@ -52,6 +52,7 @@ class Treasury(a_sync.ASyncGenericBase):  # type: ignore [misc]
         sort_rules: Optional[Path] = None,
         start_block: int = 0,
         label: str = "your org's treasury",
+        custom_buckets: Optional[Dict[HexAddress, str]] = None,
         asynchronous: bool = False,
     ) -> None:
         """Initialize the Treasury singleton for managing DAO funds.
@@ -124,6 +125,7 @@ class Treasury(a_sync.ASyncGenericBase):  # type: ignore [misc]
             start_block=start_block,
             label=label,
             load_prices=True,
+            custom_buckets=custom_buckets,
             asynchronous=asynchronous,
         )
         """An eth_portfolio.Portfolio object used for exporting tx and balance history"""

{dao_treasury-0.0.60.dist-info → dao_treasury-0.1.6.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: dao_treasury
-Version: 0.0.60
+Version: 0.1.6
 Summary: Produce comprehensive financial reports for your on-chain org
 Classifier: Development Status :: 3 - Alpha
 Classifier: Intended Audience :: Developers
@@ -14,8 +14,8 @@ Classifier: Operating System :: OS Independent
 Classifier: Topic :: Software Development :: Libraries
 Requires-Python: >=3.10,<3.13
 Description-Content-Type: text/markdown
-Requires-Dist: eth-portfolio-temp<0.3,>=0.2.11
-Requires-Dist: ypricemagic>=4.10.0
+Requires-Dist: eth-portfolio-temp==0.3.2
+Requires-Dist: psycopg2-binary==2.9.11
 Dynamic: classifier
 Dynamic: description
 Dynamic: description-content-type
@@ -30,6 +30,7 @@ DAO Treasury is a comprehensive financial reporting and treasury management solu
 - **Financial Reporting for DAOs:** Extends core portfolio functionalities to generate detailed reports tailored for on-chain organizations.
 - **Dashboard Provisioning:** Utilizes [Grafana](https://grafana.com/) dashboards—defined in JSON files within the .grafana/provisioning directories—to offer real-time, dynamic visualizations of treasury data.
 - **Automated Data Export:** Features a treasury export tool that, once configured (with a supported [brownie network](https://eth-brownie.readthedocs.io/en/stable/network-management.html) and [Docker](https://www.docker.com/get-started/)), continuously captures financial snapshots at set intervals.
+- **Custom Buckets for Wallets:** Assign custom categories ("buckets") to specific wallet addresses for more granular reporting using the `--custom-bucket` CLI option.
 - **Ease of Contribution:** Non-technical users can easily update or create dashboard visuals using Grafana’s intuitive UI. The [Contributing Guidelines](https://github.com/BobTheBuidler/dao-treasury/blob/master/CONTRIBUTING.md) document provides a step-by-step guide to defining new visuals and dashboards and integrating those changes into the repository, ensuring that anyone can contribute to the visual reporting aspect of the project.
 
 ## Requirements
@@ -42,7 +43,7 @@ DAO Treasury is a comprehensive financial reporting and treasury management solu
 - First, you will need to bring your own archive node. This can be one you run yourself, or one from one of the common providers (Tenderly, Alchemy, QuickNode, etc.). Your archive node must have tracing enabled (free-tier Alchemy nodes do not support this option).
 - You must configure a [brownie network](https://eth-brownie.readthedocs.io/en/stable/network-management.html) to use your RPC.
 - You will need an auth token for [Etherscan](https://etherscan.io/)'s API. Follow their [guide](https://docs.etherscan.io/etherscan-v2/getting-an-api-key) to get your key, and set env var `ETHERSCAN_TOKEN` with its value.
-- You'll also need [Docker](https://www.docker.com/get-started/) installed on your system. If on MacOS, you will need to leave Docker Desktop open while Yearn Treasury is running.
+- You'll also need [Docker](https://www.docker.com/get-started/) installed on your system. If on MacOS, you will need to leave Docker Desktop open while DAO Treasury is running.
 
 ## Installation
 
@@ -64,15 +65,28 @@ For local development (from source installation), use:
 poetry run dao-treasury run --wallet 0x123 --network mainnet --interval 12h
 ```
 
+**Assigning Custom Buckets to Wallets:**
+
+You can assign custom categories ("buckets") to specific wallet addresses for more granular reporting. Use the `--custom-bucket` option one or more times, each with the format `address:bucket_name`:
+
+```bash
+dao-treasury run --wallet 0x123 --network mainnet --custom-bucket "0x123:Operations" --custom-bucket "0x456:Grants" --custom-bucket "0x789:Investments"
+```
+
 **CLI Options:**
+> Only optional arguments are listed here. Required arguments (such as `--wallet` or `--wallets`) are shown in the usage examples above.
+
 - `--network`: The id of the brownie network the exporter will connect to (default: mainnet)
 - `--interval`: The time interval between each data snapshot (default: 12h)
 - `--concurrency`: The max number of historical blocks to export concurrently. (default: 30)
 - `--daemon`: Run the export process in the background (default: False) (NOTE: currently unsupported)
+- `--sort-rules`: Directory containing sort rules definitions for transaction categorization.
+- `--nicknames`: File containing address nicknames for reporting.
 - `--grafana-port`: Set the port for the Grafana dashboard where you can view data (default: 3004)
 - `--renderer-port`: Set the port for the report rendering service (default: 8091)
 - `--victoria-port`: Set the port for the Victoria metrics reporting endpoint (default: 8430)
 - `--start-renderer`: If set, both the Grafana and renderer containers will be started for dashboard image export. By default, only the grafana container is started.
+- `--custom-bucket`: Assign a custom bucket/category to a wallet address for reporting. Specify as `address:bucket_name`. Can be used multiple times.
 
 After running the command, the export script will run continuously until you close your terminal.
 To view the dashboards, just open your browser and navigate to [http://localhost:3004](http://localhost:3004)!

dao_treasury-0.1.6.dist-info/RECORD

@@ -0,0 +1,53 @@
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+dao_treasury/.grafana/provisioning/dashboards/treasury/Current Treasury Assets.json,sha256=VNqRUx9-Jgg4GhyHXRY8nZp67P12ehmWyludW77gP98,26508
+dao_treasury/.grafana/provisioning/dashboards/treasury/Historical Treasury Balances.json,sha256=53fCotzJSElELRS1ABNkXX0_CG1_gBLHpjOthhYTDnw,136157
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