keptwise 1.2.1__tar.gz

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (53) hide show
  1. keptwise-1.2.1/.gitignore +14 -0
  2. keptwise-1.2.1/CHANGELOG.md +35 -0
  3. keptwise-1.2.1/LICENSE +674 -0
  4. keptwise-1.2.1/PKG-INFO +229 -0
  5. keptwise-1.2.1/README.md +202 -0
  6. keptwise-1.2.1/pyproject.toml +62 -0
  7. keptwise-1.2.1/src/keptwise/__init__.py +0 -0
  8. keptwise-1.2.1/src/keptwise/__main__.py +3 -0
  9. keptwise-1.2.1/src/keptwise/categories.py +60 -0
  10. keptwise-1.2.1/src/keptwise/cli.py +251 -0
  11. keptwise-1.2.1/src/keptwise/dates.py +11 -0
  12. keptwise-1.2.1/src/keptwise/db.py +212 -0
  13. keptwise-1.2.1/src/keptwise/demo.py +128 -0
  14. keptwise-1.2.1/src/keptwise/importer.py +332 -0
  15. keptwise-1.2.1/src/keptwise/insights.py +272 -0
  16. keptwise-1.2.1/src/keptwise/investments.py +183 -0
  17. keptwise-1.2.1/src/keptwise/money.py +58 -0
  18. keptwise-1.2.1/src/keptwise/reports.py +459 -0
  19. keptwise-1.2.1/src/keptwise/rules.py +150 -0
  20. keptwise-1.2.1/src/keptwise/seed.py +252 -0
  21. keptwise-1.2.1/src/keptwise/web/__init__.py +130 -0
  22. keptwise-1.2.1/src/keptwise/web/charts.py +157 -0
  23. keptwise-1.2.1/src/keptwise/web/static/app.css +531 -0
  24. keptwise-1.2.1/src/keptwise/web/static/app.js +245 -0
  25. keptwise-1.2.1/src/keptwise/web/templates/_platforms.html +34 -0
  26. keptwise-1.2.1/src/keptwise/web/templates/base.html +53 -0
  27. keptwise-1.2.1/src/keptwise/web/templates/import.html +103 -0
  28. keptwise-1.2.1/src/keptwise/web/templates/investments.html +95 -0
  29. keptwise-1.2.1/src/keptwise/web/templates/month.html +196 -0
  30. keptwise-1.2.1/src/keptwise/web/templates/rules.html +170 -0
  31. keptwise-1.2.1/src/keptwise/web/templates/settings.html +38 -0
  32. keptwise-1.2.1/src/keptwise/web/templates/setup.html +28 -0
  33. keptwise-1.2.1/src/keptwise/web/templates/tax_year.html +106 -0
  34. keptwise-1.2.1/src/keptwise/web/templates/transactions.html +129 -0
  35. keptwise-1.2.1/src/keptwise/web/templates/welcome.html +9 -0
  36. keptwise-1.2.1/src/keptwise/web/views.py +911 -0
  37. keptwise-1.2.1/tests/conftest.py +58 -0
  38. keptwise-1.2.1/tests/data/monzo_style.csv +3 -0
  39. keptwise-1.2.1/tests/data/nationwide_style.csv +7 -0
  40. keptwise-1.2.1/tests/data/starling_style.csv +3 -0
  41. keptwise-1.2.1/tests/data/statement_june_overlap.csv +3 -0
  42. keptwise-1.2.1/tests/data/statement_may.csv +13 -0
  43. keptwise-1.2.1/tests/test_backup.py +116 -0
  44. keptwise-1.2.1/tests/test_demo.py +65 -0
  45. keptwise-1.2.1/tests/test_importer.py +136 -0
  46. keptwise-1.2.1/tests/test_insights.py +108 -0
  47. keptwise-1.2.1/tests/test_money.py +46 -0
  48. keptwise-1.2.1/tests/test_paths.py +32 -0
  49. keptwise-1.2.1/tests/test_reports.py +57 -0
  50. keptwise-1.2.1/tests/test_rules.py +87 -0
  51. keptwise-1.2.1/tests/test_settings.py +99 -0
  52. keptwise-1.2.1/tests/test_tax_years.py +42 -0
  53. keptwise-1.2.1/tests/test_web.py +313 -0
keptwise-1.2.1/.gitignore ADDED
@@ -0,0 +1,14 @@
1
+ /data/
2
+ /_old/
3
+ *.db
4
+ *.db-journal
5
+ *.log
6
+
7
+ .venv/
8
+ __pycache__/
9
+ *.egg-info/
10
+ .pytest_cache/
11
+ .ruff_cache/
12
+ .DS_Store
13
+
14
+ dist/
keptwise-1.2.1/CHANGELOG.md ADDED
@@ -0,0 +1,35 @@
1
+ # Changelog
2
+
3
+ ## 1.2.1 (2026-10-20)
4
+
5
+ - Published on PyPI: try it with `uvx keptwise demo`, or install it with
6
+ `uv tool install keptwise`.
7
+ - The README works on PyPI too, and notes that Keptwise isn't financial advice.
8
+
9
+ ## 1.2.0 (2026-10-20)
10
+
11
+ The first public release.
12
+
13
+ - Renamed from Bookkeeping to **Keptwise**. The `bookkeeping` command still works, and
14
+ so do an existing `data/bookkeeping.db` and the `BOOKKEEPING_DB` variable.
15
+ - New `keptwise demo` command: a made-up year of data in its own database, for trying the
16
+ app.
17
+ - Dates display correctly on Windows.
18
+ - Refuses requests addressed to other hostnames, and changes sent from other websites,
19
+ since the app has no login.
20
+ - Released as free software under the GPL-3.0-or-later, with a contributing guide, security policy, and CI on Linux, macOS and Windows.
21
+
22
+ ## 1.1.0
23
+
24
+ - First-run setup, and a Settings page for your bank and investment platforms.
25
+ - The importer recognises Monzo, Starling and Nationwide layouts, and handles signed
26
+ amounts, £ signs, brackets, CR/DR and semicolon-separated files.
27
+ - A starter set of UK categories and rules.
28
+ - The database goes in your user data folder when the app is installed as a package.
29
+ - Removed the old spreadsheet import.
30
+
31
+ ## 1.0.0
32
+
33
+ - Monthly overview, "Worth a look" insights, rules with a live preview, planned against
34
+ actual investments, tax years with ISA allowance tracking, a calendar reminder, daily
35
+ backups, and light and dark mode.