ynab-cli 0.3.0__tar.gz → 0.5.0__tar.gz

{ynab_cli-0.3.0 → ynab_cli-0.5.0}/.github/workflows/pr.yml

@@ -19,4 +19,6 @@ jobs:
       - run: uv run ruff format --check .    # check formatting is correct
       - run: uv run ruff check --no-fix .    # and linting
       - run: uv run mypy .                   # typecheck too
-      - run: uv run pytest tests             # then run your tests!
+      - run: uv run pytest tests             # then run your tests!
+      - run: uv build                        # make sure the package builds
+      - run: uv run mkdocs build             # make sure the docs build

{ynab_cli-0.3.0 → ynab_cli-0.5.0}/.gitignore

@@ -7,4 +7,6 @@ __pycache__/
 .pytest_cache/
 .ruff_cache/
 .venv/
-.vscode/
+.vscode/
+dist/
+site/

ynab_cli-0.5.0/CHANGELOG.md

@@ -0,0 +1,11 @@
+# Changelog
+
+All notable changes to this project will be documented in this file.
+
+The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.1.0/),
+and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
+## v0.5.0 (2025-06-06)
+
+### Feat
+
+- implement initial cli

ynab_cli-0.5.0/Makefile

@@ -0,0 +1,45 @@
+.PHONY: lint test clean version
+
+.venv: pyproject.toml # the python virtual environment
+	uv sync
+	touch .venv
+
+lint: .venv # run linters and type checkers
+	uv run ruff format .
+	uv run ruff check .
+	uv run mypy .
+
+test: .venv lint # run tests with coverage
+	uv run pytest --cov=src tests
+
+clean: # clean up build artifacts and caches
+	rm -f .coverage
+	rm -rf dist
+	rm -rf htmlcov
+	rm -rf site
+	find . -type f -name .DS_Store | xargs rm -rf
+	find . -type d -name __pycache__ | xargs rm -rf
+	find . -type d -name .mypy_cache | xargs rm -rf
+	find . -type d -name .pytest_cache | xargs rm -rf
+	find . -type d -name .ruff_cache | xargs rm -rf
+	find . -type d -empty -delete
+
+ynab-sdk: # regenerate the YNAB SDK from the OpenAPI spec
+	rm -rf ./src/ynab_cli/adapters/ynab
+	mkdir -p ./src/ynab_cli/adapters/ynab
+	uvx openapi-python-client generate --meta none --url https://api.ynab.com/papi/open_api_spec.yaml --output-path ./src/ynab_cli/adapters/ynab --overwrite
+
+dist: clean # build the distribution package
+	uv build
+
+site: clean # build the documentation site
+	uv run mkdocs build
+
+site-serve: clean # serve the documentation site locally
+	uv run mkdocs serve
+
+site-gh: clean # deploy the documentation site to GitHub Pages
+	uv run mkdocs gh-deploy
+
+version: clean # update the version in pyproject.toml and create a new tag
+	cz bump

{ynab_cli-0.3.0 → ynab_cli-0.5.0}/PKG-INFO

@@ -1,9 +1,13 @@
 Metadata-Version: 2.4
 Name: ynab-cli
-Version: 0.3.0
+Version: 0.5.0
 Summary: YNAB Command Line Interface
+Project-URL: documentation, https://jeffsawatzky.github.io/ynab-cli/
+Project-URL: source, https://github.com/jeffsawatzky/ynab-cli
+Project-URL: funding, https://github.com/sponsors/jeffsawatzky
 Author: Jeff Sawatzky
 License-File: LICENSE.md
+Keywords: budget,cli,click,textual,ynab
 Requires-Python: >=3.11
 Requires-Dist: attrs~=25.3
 Requires-Dist: click-default-group~=1.2

{ynab_cli-0.3.0 → ynab_cli-0.5.0}/docs/index.md

@@ -4,33 +4,35 @@ This is a simple cli/tui application written in python to help manage your YNAB
 
 ## Requirements
 
-- Python 3.11+
-- [uv](https://docs.astral.sh/uv/)
-- Your [YNAB developer access token](https://api.ynab.com/#personal-access-tokens)
-- Your YNAB budget ID. You can get this from your browser URL while you have your budget open. For example, if the URL looks like `https://app.ynab.com/aaaaaaaa-1111-bbbb-2222-ddddddd` then the budget ID is `aaaaaaaa-1111-bbbb-2222-ddddddd`.
+- [uv](https://docs.astral.sh/uv/getting-started/installation/) which allows you to easily run python applications.
+- Your [YNAB developer access token](https://api.ynab.com/#personal-access-tokens).
+
+!!! warning
+    Developer access tokens are rate limited to 200 requests per hour. Some of the commands below will provide you an opportunity to enter a new developer access token when the current one has exceeded it's limit. It also seems like there is a limit to how many developer access tokens you can create from the developer settings UI.
+
+- Your YNAB budget ID. Once you have `uv` and your `access token` you can list your budgets by running:
 
-## Installation
 ```sh
-$ git clone https://github.com/jeffsawatzky/ynab-cli.git
-$ cd ynab-cli
-$ uv sync
+$ uvx ynab-cli run --access-token your_access_token budgets list-all
 ```
 
 ## Usage
 
-!!! warning
-    Developer access tokens are rate limited to 200 requests per hour. Some of the commands below will provide you an opportunity to enter a new developer access token when the current one has exceeded it's limit. It also seems like there is a limit to how many developer access tokens you can create from the developer settings UI.
-
 !!! note
-    YNAB CLI supports environment variables and dotenv (`.env`) files for specifying options. See the `.env-sample` file for some examples. It looks for the `.env` file in current working directory.
+    YNAB CLI supports environment variables and dotenv (`.env`) files for specifying options. See the `.env-sample` file for some examples. YNAB CLI looks for the `.env` file in current working directory. If you create a `.env` file with the following information you won't need to keep entering it on the command line.
+
+    ``` title=".env"
+    YNAB_CLI_ACCESS_TOKEN=your_access_token
+    YNAB_CLI_BUDGET_ID=your_budget_id
+    ```
 
 To run the text ui, execute the following command:
 
 ```sh
-$ uv run ynab-cli
+$ uvx ynab-cli
 ```
 
-Full command line usage is below.
+The individual CLI commands can be similarily run using `uvx`. Full command line usage is below.
 
 ::: mkdocs-click
     :module: ynab_cli.host.cli

{ynab_cli-0.3.0 → ynab_cli-0.5.0}/mkdocs.yml

@@ -1,5 +1,5 @@
 site_name: YNAB CLI
-site_url: http://jeffsawatzky.github.io/ynab-cli/
+site_url: https://jeffsawatzky.github.io/ynab-cli/
 repo_url: https://github.com/jeffsawatzky/ynab-cli
 
 theme:

{ynab_cli-0.3.0 → ynab_cli-0.5.0}/pyproject.toml

@@ -1,44 +1,59 @@
 [project]
 name = "ynab-cli"
-version = "0.3.0"
+version = "0.5.0"
 description = "YNAB Command Line Interface"
 readme = "README.md"
+requires-python = ">=3.11"
+license-files = [
+  "LICENSE.md"
+]
 authors = [
-    { name = "Jeff Sawatzky" }
+  { name = "Jeff Sawatzky" }
+]
+keywords = [
+  "ynab",
+  "cli",
+  "textual",
+  "click",
+  "budget",
 ]
-requires-python = ">=3.11"
 dependencies = [
-    "attrs~=25.3",
-    "click-default-group~=1.2",
-    "click~=8.2",
-    "httpx~=0.28",
-    "python-dotenv~=1.1",
-    "rapidfuzz~=3.13",
-    "rich~=14.0",
-    "rule-engine~=4.5",
-    "textual-fspicker~=0.4",
-    "textual~=3.3",
-    "typing-extensions~=4.14",
+  "attrs~=25.3",
+  "click-default-group~=1.2",
+  "click~=8.2",
+  "httpx~=0.28",
+  "python-dotenv~=1.1",
+  "rapidfuzz~=3.13",
+  "rich~=14.0",
+  "rule-engine~=4.5",
+  "textual-fspicker~=0.4",
+  "textual~=3.3",
+  "typing-extensions~=4.14",
 ]
 
+[project.urls]
+documentation = "https://jeffsawatzky.github.io/ynab-cli/"
+source = "https://github.com/jeffsawatzky/ynab-cli"
+funding = "https://github.com/sponsors/jeffsawatzky"
+
 [project.scripts]
 ynab-cli = "ynab_cli.host.cli:main"
 
 
 [dependency-groups]
 dev = [
-    "factory-boy>=3.3.3",
-    "mkdocs-click>=0.9.0",
-    "mkdocs-material>=9.6.14",
-    "mkdocs>=1.6.1",
-    "mypy>=1.16.0",
-    "pytest-asyncio>=1.0.0",
-    "pytest-cov>=6.1.1",
-    "pytest-mock>=3.14.1",
-    "pytest>=8.4.0",
-    "ruff>=0.11.12",
-    "textual-dev>=1.7.0",
-    "types-python-dateutil>=2.9.0.20250516",
+  "factory-boy>=3.3.3",
+  "mkdocs-click>=0.9.0",
+  "mkdocs-material>=9.6.14",
+  "mkdocs>=1.6.1",
+  "mypy>=1.16.0",
+  "pytest-asyncio>=1.0.0",
+  "pytest-cov>=6.1.1",
+  "pytest-mock>=3.14.1",
+  "pytest>=8.4.0",
+  "ruff>=0.11.12",
+  "textual-dev>=1.7.0",
+  "types-python-dateutil>=2.9.0.20250516",
 ]
 
 
@@ -73,21 +88,21 @@ target-version = "py311"
 
 [tool.ruff.lint]
 extend-select = [
-    "W",   # warnings
-    "I",   # isort
-    "C90", # mccabe
-    "N",   # pep8-naming
-    "UP",  # pyupgrade
-    "S",   # flake8-bandit
-    "B",   # flake8-bugbear
-    "A",   # flake8-builtins
-    "DTZ", # flake8-datetimez
-    "PT",  # flake8-pytest-style
-    "TID", # flake8-tidy-imports
-    "RUF", # ruff specific rules
+  "W",   # warnings
+  "I",   # isort
+  "C90", # mccabe
+  "N",   # pep8-naming
+  "UP",  # pyupgrade
+  "S",   # flake8-bandit
+  "B",   # flake8-bugbear
+  "A",   # flake8-builtins
+  "DTZ", # flake8-datetimez
+  "PT",  # flake8-pytest-style
+  "TID", # flake8-tidy-imports
+  "RUF", # ruff specific rules
 ]
 extend-ignore = [
-    "S110",   # `try`-`except`-`pass` detected
+  "S110",   # `try`-`except`-`pass` detected
 ]
 
 [tool.ruff.lint.per-file-ignores]
@@ -105,6 +120,7 @@ builtins-ignorelist = ["type", "id"]
 
 [tool.commitizen]
 name = "cz_conventional_commits"
+annotated_tag = true
 tag_format = "v$version"
 version_scheme = "pep440"
 version_provider = "uv"

{ynab_cli-0.3.0 → ynab_cli-0.5.0}/src/ynab_cli/adapters/ynab/models/budget_summary_response_data.py

@@ -61,7 +61,7 @@ class BudgetSummaryResponseData:
 
         _default_budget = d.pop("default_budget", UNSET)
         default_budget: Unset | BudgetSummary
-        if isinstance(_default_budget, Unset):
+        if not _default_budget or isinstance(_default_budget, Unset):
             default_budget = UNSET
         else:
             default_budget = BudgetSummary.from_dict(_default_budget)

ynab_cli-0.5.0/src/ynab_cli/domain/use_cases/budgets.py

@@ -0,0 +1,33 @@
+from collections.abc import AsyncIterator
+from typing import TypedDict
+
+from ynab_cli.adapters import ynab
+from ynab_cli.adapters.ynab import models, util
+from ynab_cli.adapters.ynab.api.budgets import get_budgets
+from ynab_cli.domain import ports
+from ynab_cli.domain.constants import YNAB_API_URL
+from ynab_cli.domain.settings import Settings
+
+
+class ListAllParams(TypedDict):
+    pass
+
+
+async def list_all(settings: Settings, io: ports.IO, params: ListAllParams) -> AsyncIterator[models.BudgetSummary]:
+    async with ynab.AuthenticatedClient(base_url=YNAB_API_URL, token=settings.ynab.access_token) as client:
+        try:
+            budgets = (
+                await util.get_asyncio_detailed(io, get_budgets.asyncio_detailed, include_accounts=True, client=client)
+            ).data.budgets
+            budgets.sort(key=lambda b: b.name)
+
+            progress_total = len(budgets)
+            for budget in budgets:
+                await io.progress.update(total=progress_total, advance=1)
+                yield budget
+
+        except util.ApiError as e:
+            if e.status_code == 429:
+                await io.print("API rate limit exceeded. Try again later, or get a new access token.")
+            else:
+                await io.print(f"Exception when calling YNAB: {e}\n")

{ynab_cli-0.3.0 → ynab_cli-0.5.0}/src/ynab_cli/host/cli.py

@@ -10,6 +10,7 @@ from ynab_cli.host.textual.cli import tui
 @click.group(cls=DefaultGroup, default="tui", default_if_no_args=True)
 @click.option("--dry-run", is_flag=True, default=False, help="Run without making any changes.")
 @click.option("--debug", is_flag=True, default=False, help="Enable debug mode for more verbose output.")
+@click.version_option()
 @click.pass_context
 def cli(
     ctx: click.Context,

{ynab_cli-0.3.0 → ynab_cli-0.5.0}/src/ynab_cli/host/click/cli.py

@@ -3,8 +3,8 @@ import logging
 import click
 from rich.logging import RichHandler
 
-from ynab_cli.domain.settings import Settings, YnabSettings
-from ynab_cli.host.click.commands import categories, payees, transactions
+from ynab_cli.domain.settings import Settings
+from ynab_cli.host.click.commands import budgets, categories, payees, transactions
 from ynab_cli.host.constants import CONTEXT_KEY_SETTINGS, ENV_PREFIX
 
 
@@ -17,18 +17,16 @@ from ynab_cli.host.constants import CONTEXT_KEY_SETTINGS, ENV_PREFIX
     show_envvar=True,
     help="YNAB API access token.",
 )
-@click.option("--budget-id", prompt=True, envvar=f"{ENV_PREFIX}_BUDGET_ID", show_envvar=True, help="YNAB budget ID.")
 @click.pass_context
 def run(
     ctx: click.Context,
     access_token: str,
-    budget_id: str,
 ) -> None:
     """Main entrypoint for YNAB CLI commands."""
 
     ctx.ensure_object(dict)
     settings: Settings = ctx.obj.get(CONTEXT_KEY_SETTINGS, Settings())
-    settings.ynab = YnabSettings(access_token=access_token, budget_id=budget_id)
+    settings.ynab.access_token = access_token
     ctx.obj[CONTEXT_KEY_SETTINGS] = settings
 
     logging.basicConfig(
@@ -39,6 +37,7 @@ def run(
     )
 
 
-run.add_command(payees.payees)
+run.add_command(budgets.budgets)
 run.add_command(categories.categories)
+run.add_command(payees.payees)
 run.add_command(transactions.transactions)

ynab_cli-0.5.0/src/ynab_cli/host/click/commands/budgets.py

@@ -0,0 +1,54 @@
+import asyncio
+
+import click
+from rich.table import Table
+
+from ynab_cli.adapters.rich import io
+from ynab_cli.domain.settings import Settings
+from ynab_cli.domain.use_cases import budgets as use_cases
+from ynab_cli.host.click.commands.rich.progress_table import ProgressTable
+from ynab_cli.host.constants import CONTEXT_KEY_SETTINGS
+
+
+async def _list_all(settings: Settings) -> None:
+    params: use_cases.ListAllParams = {}
+
+    table = Table(title="All Budgets")
+    table.add_column("Budget ID")
+    table.add_column("Budget Name")
+
+    console = None
+    with ProgressTable(table) as progress:
+        console = progress.console
+
+        task_id = progress.add_task("Loading all budgets...")
+        async for budget in use_cases.list_all(settings, io.RichIO((progress, task_id)), params):
+            table.add_row(
+                str(budget.id),
+                str(budget.name),
+            )
+
+    if console:
+        console.print(table)
+
+
+@click.command()
+@click.pass_context
+def list_all(ctx: click.Context) -> None:
+    """List all budgets in YNAB."""
+
+    ctx.ensure_object(dict)
+    asyncio.run(_list_all(ctx.obj.get(CONTEXT_KEY_SETTINGS, Settings())))
+
+
+@click.group()
+@click.pass_context
+def budgets(ctx: click.Context) -> None:
+    """Manage YNAB budgets in YNAB."""
+
+    ctx.ensure_object(dict)
+    settings: Settings = ctx.obj.get(CONTEXT_KEY_SETTINGS, Settings())
+    ctx.obj[CONTEXT_KEY_SETTINGS] = settings
+
+
+budgets.add_command(list_all)

{ynab_cli-0.3.0 → ynab_cli-0.5.0}/src/ynab_cli/host/click/commands/categories.py

@@ -7,7 +7,7 @@ from ynab_cli.adapters.rich import io
 from ynab_cli.domain.settings import Settings
 from ynab_cli.domain.use_cases import categories as use_cases
 from ynab_cli.host.click.commands.rich.progress_table import ProgressTable
-from ynab_cli.host.constants import CONTEXT_KEY_SETTINGS
+from ynab_cli.host.constants import CONTEXT_KEY_SETTINGS, ENV_PREFIX
 
 
 async def _list_unused(settings: Settings) -> None:
@@ -81,12 +81,16 @@ def list_all(ctx: click.Context) -> None:
 
 
 @click.group()
+@click.option("--budget-id", prompt=True, envvar=f"{ENV_PREFIX}_BUDGET_ID", show_envvar=True, help="YNAB budget ID.")
 @click.pass_context
-def categories(ctx: click.Context) -> None:
+def categories(ctx: click.Context, budget_id: str) -> None:
     """Manage YNAB categories in the YNAB budget."""
 
     ctx.ensure_object(dict)
+    settings: Settings = ctx.obj.get(CONTEXT_KEY_SETTINGS, Settings())
+    settings.ynab.budget_id = budget_id
+    ctx.obj[CONTEXT_KEY_SETTINGS] = settings
 
 
-categories.add_command(list_unused)
 categories.add_command(list_all)
+categories.add_command(list_unused)

{ynab_cli-0.3.0 → ynab_cli-0.5.0}/src/ynab_cli/host/click/commands/payees.py

@@ -7,7 +7,7 @@ from ynab_cli.adapters.rich import io
 from ynab_cli.domain.settings import Settings
 from ynab_cli.domain.use_cases import payees as use_cases
 from ynab_cli.host.click.commands.rich.progress_table import ProgressTable
-from ynab_cli.host.constants import CONTEXT_KEY_SETTINGS
+from ynab_cli.host.constants import CONTEXT_KEY_SETTINGS, ENV_PREFIX
 
 
 async def _normalize_names(settings: Settings) -> None:
@@ -144,14 +144,18 @@ def list_all(ctx: click.Context) -> None:
 
 
 @click.group()
+@click.option("--budget-id", prompt=True, envvar=f"{ENV_PREFIX}_BUDGET_ID", show_envvar=True, help="YNAB budget ID.")
 @click.pass_context
-def payees(ctx: click.Context) -> None:
+def payees(ctx: click.Context, budget_id: str) -> None:
     """Manage payees in the YNAB budget."""
 
     ctx.ensure_object(dict)
+    settings: Settings = ctx.obj.get(CONTEXT_KEY_SETTINGS, Settings())
+    settings.ynab.budget_id = budget_id
+    ctx.obj[CONTEXT_KEY_SETTINGS] = settings
 
 
-payees.add_command(normalize_names)
+payees.add_command(list_all)
 payees.add_command(list_duplicates)
 payees.add_command(list_unused)
-payees.add_command(list_all)
+payees.add_command(normalize_names)

{ynab_cli-0.3.0 → ynab_cli-0.5.0}/src/ynab_cli/host/click/commands/transactions.py

@@ -10,7 +10,7 @@ from ynab_cli.domain.models import rules
 from ynab_cli.domain.settings import Settings
 from ynab_cli.domain.use_cases import transactions as use_cases
 from ynab_cli.host.click.commands.rich.progress_table import ProgressTable
-from ynab_cli.host.constants import CONTEXT_KEY_SETTINGS
+from ynab_cli.host.constants import CONTEXT_KEY_SETTINGS, ENV_PREFIX
 
 
 async def _apply_rules(settings: Settings, transaction_rules: rules.TransactionRules) -> None:
@@ -66,11 +66,15 @@ def apply_rules(ctx: click.Context, rules_file: IO[Any]) -> None:
 
 
 @click.group()
+@click.option("--budget-id", prompt=True, envvar=f"{ENV_PREFIX}_BUDGET_ID", show_envvar=True, help="YNAB budget ID.")
 @click.pass_context
-def transactions(ctx: click.Context) -> None:
+def transactions(ctx: click.Context, budget_id: str) -> None:
     """Manage transactions in the YNAB budget."""
 
     ctx.ensure_object(dict)
+    settings: Settings = ctx.obj.get(CONTEXT_KEY_SETTINGS, Settings())
+    settings.ynab.budget_id = budget_id
+    ctx.obj[CONTEXT_KEY_SETTINGS] = settings
 
 
 transactions.add_command(apply_rules)

{ynab_cli-0.3.0 → ynab_cli-0.5.0}/uv.lock

@@ -1197,27 +1197,27 @@ wheels = [
 
 [[package]]
 name = "ruff"
-version = "0.11.12"
-source = { registry = "https://pypi.org/simple" }
-sdist = { url = "https://files.pythonhosted.org/packages/15/0a/92416b159ec00cdf11e5882a9d80d29bf84bba3dbebc51c4898bfbca1da6/ruff-0.11.12.tar.gz", hash = "sha256:43cf7f69c7d7c7d7513b9d59c5d8cafd704e05944f978614aa9faff6ac202603", size = 4202289, upload-time = "2025-05-29T13:31:40.037Z" }
-wheels = [
-    { url = "https://files.pythonhosted.org/packages/60/cc/53eb79f012d15e136d40a8e8fc519ba8f55a057f60b29c2df34efd47c6e3/ruff-0.11.12-py3-none-linux_armv6l.whl", hash = "sha256:c7680aa2f0d4c4f43353d1e72123955c7a2159b8646cd43402de6d4a3a25d7cc", size = 10285597, upload-time = "2025-05-29T13:30:57.539Z" },
-    { url = "https://files.pythonhosted.org/packages/e7/d7/73386e9fb0232b015a23f62fea7503f96e29c29e6c45461d4a73bac74df9/ruff-0.11.12-py3-none-macosx_10_12_x86_64.whl", hash = "sha256:2cad64843da9f134565c20bcc430642de897b8ea02e2e79e6e02a76b8dcad7c3", size = 11053154, upload-time = "2025-05-29T13:31:00.865Z" },
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 [[package]]
@@ -1503,7 +1503,7 @@ wheels = [
 
 [[package]]
 name = "ynab-cli"
-version = "0.3.0"
+version = "0.5.0"
 source = { editable = "." }
 dependencies = [
     { name = "attrs" },

ynab_cli-0.3.0/CHANGELOG.md

@@ -1,35 +0,0 @@
-## 0.2.0 (2025-06-06)
-
-### BREAKING CHANGE
-
-- changes the way the commands need to be run. You now need to specify the "run" command before any of the subcommands
-
-### Feat
-
-- added a feature to prefix unused payees to make them easier to find and delete in ynab
-- added a list all command to payees
-- add a textual based tui
-- use rich for better user feedback
-- implement initial cli
-
-### Refactor
-
-- cleaned up some code, sorted lists, and improved the file selector
-
-## v0.3.0 (2025-06-06)
-
-### BREAKING CHANGE
-
-- changes the way the commands need to be run. You now need to specify the "run" command before any of the subcommands
-
-### Feat
-
-- added a feature to prefix unused payees to make them easier to find and delete in ynab
-- added a list all command to payees
-- add a textual based tui
-- use rich for better user feedback
-- implement initial cli
-
-### Refactor
-
-- cleaned up some code, sorted lists, and improved the file selector