doppia 0.1.0__tar.gz

doppia-0.1.0/LICENSE

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+The MIT License (MIT)
+
+Copyright (c) 2026, Dave Vandenbout.
+
+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.

doppia-0.1.0/PKG-INFO

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+Metadata-Version: 2.4
+Name: doppia
+Version: 0.1.0
+Summary: Personal accounting for bank and credit card accounts, stored in CountAbout CSV format
+Author: Dave Vandenbout
+License-Expression: MIT
+Project-URL: Homepage, https://github.com/devbisme/doppia
+Project-URL: Source, https://github.com/devbisme/doppia
+Project-URL: Issues, https://github.com/devbisme/doppia/issues
+Project-URL: Releases, https://github.com/devbisme/doppia/releases
+Keywords: accounting,personal finance,ledger,countabout,bookkeeping
+Classifier: Development Status :: 3 - Alpha
+Classifier: Environment :: X11 Applications :: Qt
+Classifier: Intended Audience :: End Users/Desktop
+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
+Provides-Extra: test
+Requires-Dist: pytest; extra == "test"
+Dynamic: license-file
+
+# doppia
+
+Personal accounting for bank and credit card accounts (PySide6 desktop GUI).
+Data lives in a single CSV in CountAbout export format; files are written back
+byte-for-byte compatible (unchanged rows are untouched, quoting matches CountAbout).
+
+## The name
+
+doppia is named after *partita doppia*, Italian for double-entry bookkeeping. The method was
+first described in print by Luca Pacioli (c. 1447–1517), an Italian mathematician and
+Franciscan friar, in his *Summa de arithmetica, geometria, proportioni et proportionalita*
+(Venice, 1494), which earned him the title "father of accounting".
+
+## Install
+
+Install doppia from PyPI as a standalone app with
+[pipx](https://pipx.pypa.io) or [uv](https://docs.astral.sh/uv/), which keep it isolated
+without you having to manage a virtual environment:
+
+    pipx install doppia          # or: uv tool install doppia
+
+Python 3.10 or later is required. The clipboard import and **Guess with LLM** features also
+need [Ollama](https://ollama.com) with a model installed, e.g. `ollama pull gemma4:12b-it-qat`;
+everything else works without it.
+
+## Run
+
+    doppia path/to/countabout-export.csv     # reopens the last file if omitted
+
+## Development
+
+From a clone of the repository, [uv](https://docs.astral.sh/uv/) runs the app and tests
+with the dependencies it needs:
+
+    uv run doppia path/to/countabout-export.csv
+    uv run --extra test pytest
+
+## Features
+
+- Account list with today's balance and cleared balance. The bold **Total** row sums both
+  columns over the selected accounts (all accounts when none or "All accounts" is selected).
+  Future-dated rows shown grey.
+- Money is shown as `$1,234.56`: red for negative, green for positive, no minus sign
+  (the minus is kept only in plain-text messages that can't be colored). Colors stay
+  visible on selected rows. `$` and commas are accepted when typing amounts.
+- Register per account or all accounts: running balance, uncleared-only filter, and a
+  filter field that takes a case-insensitive regular expression (e.g. `^amazon`, `3000`,
+  `\$3,000`) matched in the description, category, memo, ref, date, or amount. Its X button
+  clears it; an invalid expression tints the field and is ignored. The account names over
+  the register are cut to 30 characters, including `...` (hover for the full list).
+  - Ctrl/Shift-click in the account list to select several accounts; the register shows their
+    combined transactions with a combined running balance. Reconcile and Rename account need
+    a single account selected.
+  - Click a column header to sort by it; click again to reverse. The sort column's header
+    is highlighted, and the selection is kept when re-sorting. The register opens sorted by
+    date, newest first. The Balance column is a date-order running balance, so it only
+    adds up when sorted by date.
+  - Click the Clr box to toggle cleared; cleared rows show a green ✔ (the CSV still stores `X`).
+  - Double-click a row to edit it; right-click for a menu to delete it.
+- New/edit/delete (Ctrl+N / Ctrl+E / Ctrl+Del), Ctrl+K toggles cleared.
+  Payee memory: typing a known description fills its last category and amount.
+- Search and replace (Transaction menu, Ctrl+H): find a regular expression in the
+  Description, Category, Memo, Ref, and/or Tags fields (optionally case-sensitive, optionally
+  only in the selected accounts). Check **Replace with** to preview each change (`\1` inserts a
+  matched group), untick any you don't want (**Select All/None** flips them all), then
+  **Replace checked**. Transfer/split
+  categories and results containing line breaks can't be replaced. Nothing is written to the
+  file until you save.
+- Transfers use CountAbout's `{Account}` category; the mirror row in the other account
+  is created/updated/deleted automatically (matched by date and negated amount).
+- Bank CSV import (Ctrl+I): column mapping saved as named profiles in
+  `~/.config/doppia/import_profiles.json`; payee/category matched from history;
+  duplicates (same amount within 3 days) unchecked by default; imported rows marked cleared.
+  - **Guess with LLM** asks the local model (the one chosen in clipboard import) which columns
+    hold the date, description, amount or debit/credit, memo, and check number, and the date
+    format. Only the header and first 8 rows are sent. Its answer is limited to the file's
+    real column names and checked against the sample rows; **Flip signs** is set from the
+    data (mostly positive amounts = card charges listed as positive), not by the model.
+    Takes a few seconds; save the result as a profile to skip it next time.
+- Import from clipboard (File menu, Ctrl+Shift+V): copy transactions from a bank or card
+  website or statement, and a local LLM served by [Ollama](https://ollama.com) turns the text
+  into transactions for the chosen account (the active one by default). Nothing leaves your
+  machine. The text is shown for editing; press **Parse** (about 15–30 s on an RTX 3060).
+  - Model: any installed Ollama model, remembered between runs. Default `gemma4:12b-it-qat`,
+    which read sample bank and card text correctly; smaller models got dates and signs wrong.
+    Set `OLLAMA_HOST` if Ollama isn't at `localhost:11434`.
+  - Likely duplicates of existing transactions (same amount within 3 days) are removed from the
+    list; **Show likely duplicates** brings them back, unchecked. Payees and categories are
+    matched from history, as in CSV import.
+  - Review before importing: amounts the model returns that don't appear in the pasted text
+    are unchecked and flagged, and **Flip signs** fixes deposits/charges read backwards.
+  - Imported rows are marked cleared (optional) except ones shown as pending.
+- Reconcile (Ctrl+R) against a statement ending balance: check off uncleared
+  transactions until the difference is $0.00.
+- Reports (Ctrl+P): totals by category, category by month, income vs. expense by month.
+  Click a column header to sort.
+  - Transfers are excluded unless **Include transfers** is checked. Then each transfer is
+    reported under `Transfer: <other account>`. A transfer between two checked accounts appears
+    on both sides, so it adds to both income and expense while netting to zero.
+  - **Accounts All/None** checks or unchecks every account in the account list.
+  - **Categories** field: a case-insensitive regular expression matched anywhere in the
+    category name (e.g. `^(groceries|dining)$`). Press Enter or Run to apply; the X button
+    clears it and reruns. An invalid expression is reported and ignored.
+  - Ctrl/Shift-click category rows, then Run, to report only those categories. The
+    restriction persists across runs until **Show all categories** clears it (along with
+    the regex). Run uses whatever rows are highlighted when pressed.
+  - Total income, expense, and net rows reflect only the categories shown.
+  - **Save…** writes the report as shown (current sort order) to CSV (plain signed numbers for
+    spreadsheets), Markdown, plain text (aligned columns), or PDF. Markdown, text, and PDF include the report settings (dates,
+    accounts, category filters) and show amounts with a minus sign, since they may be printed
+    without color. Wide month-by-category reports print landscape in a smaller font.
+- View → Font… sets the font family, style (regular/italic/bold), and size for the whole
+  app; the choice is remembered. View → Reset font returns to the system default.
+- Save (Ctrl+S) writes atomically and keeps the previous file as `<file>.bak`.
+- Handles a 10k+ row ledger quickly: about 0.6 s to start and 0.1 s to switch accounts.
+
+## Limitations (from the CountAbout format)
+
+- Split transactions: existing `{SPLIT}` rows are preserved, but the export carries no
+  split detail, so new splits cannot be created and reports show splits as one lump.
+- Balances are sums of rows; there is no separate opening-balance field. New accounts
+  get a "Beginning Balance" row.
+- `Cleared` is X/blank only (no separate reconciled state).
+
+## License
+
+MIT; see [LICENSE](https://github.com/devbisme/doppia/blob/master/LICENSE).

doppia-0.1.0/README.md

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+# doppia
+
+Personal accounting for bank and credit card accounts (PySide6 desktop GUI).
+Data lives in a single CSV in CountAbout export format; files are written back
+byte-for-byte compatible (unchanged rows are untouched, quoting matches CountAbout).
+
+## The name
+
+doppia is named after *partita doppia*, Italian for double-entry bookkeeping. The method was
+first described in print by Luca Pacioli (c. 1447–1517), an Italian mathematician and
+Franciscan friar, in his *Summa de arithmetica, geometria, proportioni et proportionalita*
+(Venice, 1494), which earned him the title "father of accounting".
+
+## Install
+
+Install doppia from PyPI as a standalone app with
+[pipx](https://pipx.pypa.io) or [uv](https://docs.astral.sh/uv/), which keep it isolated
+without you having to manage a virtual environment:
+
+    pipx install doppia          # or: uv tool install doppia
+
+Python 3.10 or later is required. The clipboard import and **Guess with LLM** features also
+need [Ollama](https://ollama.com) with a model installed, e.g. `ollama pull gemma4:12b-it-qat`;
+everything else works without it.
+
+## Run
+
+    doppia path/to/countabout-export.csv     # reopens the last file if omitted
+
+## Development
+
+From a clone of the repository, [uv](https://docs.astral.sh/uv/) runs the app and tests
+with the dependencies it needs:
+
+    uv run doppia path/to/countabout-export.csv
+    uv run --extra test pytest
+
+## Features
+
+- Account list with today's balance and cleared balance. The bold **Total** row sums both
+  columns over the selected accounts (all accounts when none or "All accounts" is selected).
+  Future-dated rows shown grey.
+- Money is shown as `$1,234.56`: red for negative, green for positive, no minus sign
+  (the minus is kept only in plain-text messages that can't be colored). Colors stay
+  visible on selected rows. `$` and commas are accepted when typing amounts.
+- Register per account or all accounts: running balance, uncleared-only filter, and a
+  filter field that takes a case-insensitive regular expression (e.g. `^amazon`, `3000`,
+  `\$3,000`) matched in the description, category, memo, ref, date, or amount. Its X button
+  clears it; an invalid expression tints the field and is ignored. The account names over
+  the register are cut to 30 characters, including `...` (hover for the full list).
+  - Ctrl/Shift-click in the account list to select several accounts; the register shows their
+    combined transactions with a combined running balance. Reconcile and Rename account need
+    a single account selected.
+  - Click a column header to sort by it; click again to reverse. The sort column's header
+    is highlighted, and the selection is kept when re-sorting. The register opens sorted by
+    date, newest first. The Balance column is a date-order running balance, so it only
+    adds up when sorted by date.
+  - Click the Clr box to toggle cleared; cleared rows show a green ✔ (the CSV still stores `X`).
+  - Double-click a row to edit it; right-click for a menu to delete it.
+- New/edit/delete (Ctrl+N / Ctrl+E / Ctrl+Del), Ctrl+K toggles cleared.
+  Payee memory: typing a known description fills its last category and amount.
+- Search and replace (Transaction menu, Ctrl+H): find a regular expression in the
+  Description, Category, Memo, Ref, and/or Tags fields (optionally case-sensitive, optionally
+  only in the selected accounts). Check **Replace with** to preview each change (`\1` inserts a
+  matched group), untick any you don't want (**Select All/None** flips them all), then
+  **Replace checked**. Transfer/split
+  categories and results containing line breaks can't be replaced. Nothing is written to the
+  file until you save.
+- Transfers use CountAbout's `{Account}` category; the mirror row in the other account
+  is created/updated/deleted automatically (matched by date and negated amount).
+- Bank CSV import (Ctrl+I): column mapping saved as named profiles in
+  `~/.config/doppia/import_profiles.json`; payee/category matched from history;
+  duplicates (same amount within 3 days) unchecked by default; imported rows marked cleared.
+  - **Guess with LLM** asks the local model (the one chosen in clipboard import) which columns
+    hold the date, description, amount or debit/credit, memo, and check number, and the date
+    format. Only the header and first 8 rows are sent. Its answer is limited to the file's
+    real column names and checked against the sample rows; **Flip signs** is set from the
+    data (mostly positive amounts = card charges listed as positive), not by the model.
+    Takes a few seconds; save the result as a profile to skip it next time.
+- Import from clipboard (File menu, Ctrl+Shift+V): copy transactions from a bank or card
+  website or statement, and a local LLM served by [Ollama](https://ollama.com) turns the text
+  into transactions for the chosen account (the active one by default). Nothing leaves your
+  machine. The text is shown for editing; press **Parse** (about 15–30 s on an RTX 3060).
+  - Model: any installed Ollama model, remembered between runs. Default `gemma4:12b-it-qat`,
+    which read sample bank and card text correctly; smaller models got dates and signs wrong.
+    Set `OLLAMA_HOST` if Ollama isn't at `localhost:11434`.
+  - Likely duplicates of existing transactions (same amount within 3 days) are removed from the
+    list; **Show likely duplicates** brings them back, unchecked. Payees and categories are
+    matched from history, as in CSV import.
+  - Review before importing: amounts the model returns that don't appear in the pasted text
+    are unchecked and flagged, and **Flip signs** fixes deposits/charges read backwards.
+  - Imported rows are marked cleared (optional) except ones shown as pending.
+- Reconcile (Ctrl+R) against a statement ending balance: check off uncleared
+  transactions until the difference is $0.00.
+- Reports (Ctrl+P): totals by category, category by month, income vs. expense by month.
+  Click a column header to sort.
+  - Transfers are excluded unless **Include transfers** is checked. Then each transfer is
+    reported under `Transfer: <other account>`. A transfer between two checked accounts appears
+    on both sides, so it adds to both income and expense while netting to zero.
+  - **Accounts All/None** checks or unchecks every account in the account list.
+  - **Categories** field: a case-insensitive regular expression matched anywhere in the
+    category name (e.g. `^(groceries|dining)$`). Press Enter or Run to apply; the X button
+    clears it and reruns. An invalid expression is reported and ignored.
+  - Ctrl/Shift-click category rows, then Run, to report only those categories. The
+    restriction persists across runs until **Show all categories** clears it (along with
+    the regex). Run uses whatever rows are highlighted when pressed.
+  - Total income, expense, and net rows reflect only the categories shown.
+  - **Save…** writes the report as shown (current sort order) to CSV (plain signed numbers for
+    spreadsheets), Markdown, plain text (aligned columns), or PDF. Markdown, text, and PDF include the report settings (dates,
+    accounts, category filters) and show amounts with a minus sign, since they may be printed
+    without color. Wide month-by-category reports print landscape in a smaller font.
+- View → Font… sets the font family, style (regular/italic/bold), and size for the whole
+  app; the choice is remembered. View → Reset font returns to the system default.
+- Save (Ctrl+S) writes atomically and keeps the previous file as `<file>.bak`.
+- Handles a 10k+ row ledger quickly: about 0.6 s to start and 0.1 s to switch accounts.
+
+## Limitations (from the CountAbout format)
+
+- Split transactions: existing `{SPLIT}` rows are preserved, but the export carries no
+  split detail, so new splits cannot be created and reports show splits as one lump.
+- Balances are sums of rows; there is no separate opening-balance field. New accounts
+  get a "Beginning Balance" row.
+- `Cleared` is X/blank only (no separate reconciled state).
+
+## License
+
+MIT; see [LICENSE](https://github.com/devbisme/doppia/blob/master/LICENSE).

doppia-0.1.0/pyproject.toml

@@ -0,0 +1,41 @@
+[build-system]
+requires = ["setuptools>=77"]  # for SPDX license metadata
+build-backend = "setuptools.build_meta"
+
+[project]
+name = "doppia"
+version = "0.1.0"
+description = "Personal accounting for bank and credit card accounts, stored in CountAbout CSV format"
+readme = "README.md"
+license = "MIT"
+license-files = ["LICENSE"]
+authors = [{ name = "Dave Vandenbout" }]
+requires-python = ">=3.10"
+keywords = ["accounting", "personal finance", "ledger", "countabout", "bookkeeping"]
+classifiers = [
+    "Development Status :: 3 - Alpha",
+    "Environment :: X11 Applications :: Qt",
+    "Intended Audience :: End Users/Desktop",
+    "Programming Language :: Python :: 3",
+    "Topic :: Office/Business :: Financial :: Accounting",
+]
+dependencies = ["PySide6>=6.6"]
+
+[project.urls]
+Homepage = "https://github.com/devbisme/doppia"
+Source = "https://github.com/devbisme/doppia"
+Issues = "https://github.com/devbisme/doppia/issues"
+Releases = "https://github.com/devbisme/doppia/releases"
+
+[project.optional-dependencies]
+test = ["pytest"]
+
+[project.gui-scripts]
+doppia = "doppia.gui:main"
+
+[tool.setuptools.packages.find]
+where = ["src"]
+
+[tool.pytest.ini_options]
+testpaths = ["test"]
+pythonpath = ["src"]

doppia-0.1.0/setup.cfg

@@ -0,0 +1,4 @@
+[egg_info]
+tag_build = 
+tag_date = 0
+

doppia-0.1.0/src/doppia/export.py

@@ -0,0 +1,79 @@
+"""Render a report (title, notes, headers, rows) as CSV, Markdown, plain text, or HTML (for PDF).
+
+Row values are str, int, or Decimal; Decimals are monetary amounts.
+"""
+
+import csv
+import html
+import io
+from decimal import Decimal
+
+NEG_HTML = "#be1e1e"
+POS_HTML = "#149628"
+
+
+def _money(value):
+    """Signed $ amount: exported files may be printed or viewed without color."""
+    return f"{'-' if value < 0 else ''}${abs(value):,.2f}"
+
+
+def to_csv(headers, rows):
+    """Plain numbers (e.g. -709.30) so spreadsheets can total them."""
+    out = io.StringIO()
+    w = csv.writer(out, lineterminator="\n")
+    w.writerow(headers)
+    for row in rows:
+        w.writerow([f"{v:.2f}" if isinstance(v, Decimal) else v for v in row])
+    return out.getvalue()
+
+
+def _md_cell(text):
+    return str(text).replace("|", "\\|")
+
+
+def to_markdown(title, notes, headers, rows):
+    money_cols = {c for row in rows for c, v in enumerate(row) if isinstance(v, Decimal)}
+    lines = [f"# {title}", ""]
+    lines += [f"- {n}" for n in notes]
+    lines += ["", "| " + " | ".join(_md_cell(h) for h in headers) + " |"]
+    lines.append("|" + "|".join("---:" if c in money_cols else "---" for c in range(len(headers))) + "|")
+    for row in rows:
+        lines.append("| " + " | ".join(_md_cell(_money(v) if isinstance(v, Decimal) else v) for v in row) + " |")
+    return "\n".join(lines) + "\n"
+
+
+def to_text(title, notes, headers, rows):
+    """Fixed-width columns: amounts and counts right-aligned, other text left-aligned."""
+    cells = [[_money(v) if isinstance(v, Decimal) else str(v) for v in row] for row in rows]
+    right = {c for row in rows for c, v in enumerate(row) if isinstance(v, (Decimal, int))}
+    widths = [max([len(h)] + [len(row[c]) for row in cells]) for c, h in enumerate(headers)]
+
+    def line(values):
+        return "  ".join(v.rjust(w) if c in right else v.ljust(w) for c, (v, w) in enumerate(zip(values, widths))).rstrip()
+
+    lines = [title, "=" * len(title), ""] + notes + ["", line(headers), line(["-" * w for w in widths])]
+    lines += [line(row) for row in cells]
+    return "\n".join(lines) + "\n"
+
+
+def to_html(title, notes, headers, rows, total_prefix=None, font_pt=9):
+    """Simple table document; QTextDocument renders it to PDF. Total rows are bold."""
+
+    def cell(v):
+        if isinstance(v, Decimal):
+            color = NEG_HTML if v < 0 else POS_HTML if v > 0 else None
+            style = f' style="color:{color}"' if color else ""
+            return f'<td align="right" nowrap{style}>{_money(v)}</td>'
+        align = ' align="right"' if isinstance(v, int) else ""
+        return f"<td nowrap{align}>{html.escape(str(v))}</td>"
+
+    parts = [f'<body style="font-size:{font_pt}pt">', f"<h2>{html.escape(title)}</h2>"]
+    parts += [f'<p style="margin:0">{html.escape(n)}</p>' for n in notes]
+    parts.append('<br><table border="1" cellspacing="0" cellpadding="3" style="border-collapse:collapse">')
+    parts.append("<tr>" + "".join(f"<th nowrap>{html.escape(h)}</th>" for h in headers) + "</tr>")
+    for row in rows:
+        bold = total_prefix and isinstance(row[0], str) and row[0].startswith(total_prefix)
+        tr = "".join(cell(v) for v in row)
+        parts.append(f'<tr style="font-weight:bold">{tr}</tr>' if bold else f"<tr>{tr}</tr>")
+    parts.append("</table></body>")
+    return "\n".join(parts)