Update manifest.json and infra README
- Updated timestamps and AST hashes in manifest.json for various backend and frontend files to reflect recent changes. - Added new files related to MCC categories and optional hold reasons in the manifest. - Modified the README in the infra directory to correct the linting tool from 'mypy' to 'ty' for type checking in the backend project.
This commit is contained in:
k1nq
@@ -0,0 +1,149 @@
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"""MCC dictionary tables, category MCC links and default category seeding."""
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import uuid
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import sqlalchemy as sa
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from alembic import op
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revision = "0004"
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down_revision = "0003"
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branch_labels = None
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depends_on = None
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TENANT_TABLE = "category_mcc_codes"
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GLOBAL_TABLES = ("mcc_codes", "bank_category_mappings")
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def _has_table(bind, table: str) -> bool:
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return sa.inspect(bind).has_table(table)
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def _space_ids(bind) -> list[str]:
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return [str(row[0]) for row in bind.execute(sa.text("SELECT id FROM financial_spaces"))]
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def _create_tenant_policy(table: str) -> None:
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op.execute(f"ALTER TABLE {table} ENABLE ROW LEVEL SECURITY")
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op.execute(f"ALTER TABLE {table} FORCE ROW LEVEL SECURITY")
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op.execute(f"DROP POLICY IF EXISTS tenant_isolation ON {table}")
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op.execute(
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f"CREATE POLICY tenant_isolation ON {table} "
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"USING (space_id = NULLIF(current_setting('app.space_id', true), '')::uuid) "
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"WITH CHECK (space_id = NULLIF(current_setting('app.space_id', true), '')::uuid)"
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)
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def upgrade() -> None:
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bind = op.get_bind()
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# Revision 0001 materializes the schema from live model metadata, so a
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# database created fresh already carries these objects; guard every step.
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if not _has_table(bind, "mcc_codes"):
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op.create_table(
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"mcc_codes",
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sa.Column("code", sa.Integer(), nullable=False),
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sa.Column("title", sa.String(length=300), nullable=False),
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sa.Column("dictionary_version", sa.Integer(), nullable=False),
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sa.PrimaryKeyConstraint("code", name="pk_mcc_codes"),
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)
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if not _has_table(bind, "bank_category_mappings"):
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op.create_table(
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"bank_category_mappings",
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sa.Column("id", sa.Uuid(), nullable=False),
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sa.Column("bank_code", sa.String(length=32), nullable=False),
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sa.Column("bank_category", sa.String(length=200), nullable=False),
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sa.Column("mcc_code", sa.Integer(), nullable=True),
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sa.PrimaryKeyConstraint("id", name="pk_bank_category_mappings"),
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sa.UniqueConstraint(
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"bank_code", "bank_category", name="uq_bank_mappings_bank_category"
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),
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)
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op.create_index(
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"ix_bank_category_mappings_bank_code",
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"bank_category_mappings",
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["bank_code"],
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)
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if not _has_table(bind, TENANT_TABLE):
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op.create_table(
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TENANT_TABLE,
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sa.Column("id", sa.Uuid(), nullable=False),
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sa.Column("space_id", sa.Uuid(), nullable=False),
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sa.Column("category_id", sa.Uuid(), nullable=False),
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sa.Column("mcc_code", sa.Integer(), nullable=False),
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sa.PrimaryKeyConstraint("id", name="pk_category_mcc_codes"),
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sa.UniqueConstraint("space_id", "mcc_code", name="uq_category_mcc_space_code"),
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sa.ForeignKeyConstraint(
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["space_id", "category_id"],
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["categories.space_id", "categories.id"],
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ondelete="CASCADE",
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name="fk_category_mcc_category_tenant",
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),
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sa.ForeignKeyConstraint(
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["mcc_code"],
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["mcc_codes.code"],
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ondelete="RESTRICT",
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name="fk_category_mcc_dictionary",
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),
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)
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op.create_index("ix_category_mcc_codes_space_id", TENANT_TABLE, ["space_id"])
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op.create_index("ix_category_mcc_codes_category_id", TENANT_TABLE, ["category_id"])
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if bind.dialect.name == "postgresql":
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_create_tenant_policy(TENANT_TABLE)
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from sqlalchemy.orm import Session
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from app.categorization.service import ensure_default_categories, ensure_mcc_dictionary
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from app.db.session import set_space_context
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session = Session(bind=bind)
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try:
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ensure_mcc_dictionary(session)
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for space_id in _space_ids(bind):
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set_space_context(session, space_id)
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ensure_default_categories(session, space_id=uuid.UUID(hex=space_id))
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session.flush()
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finally:
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session.close()
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def downgrade() -> None:
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bind = op.get_bind()
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inspector = sa.inspect(bind)
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keys = _default_keys()
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if inspector.has_table("categories"):
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dependent = (
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("operations", "operations o JOIN categories c ON c.id = o.category_id"),
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("funding movements", "funding_movements f JOIN categories c ON c.id = f.category_id"),
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("plan assignments", "plan_assignments p JOIN categories c ON c.id = p.category_id"),
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(
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"categorization rules",
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"categorization_rules r JOIN categories c ON c.id = r.category_id",
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),
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)
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blocked_by = []
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for label, join in dependent:
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query = f"SELECT 1 FROM {join} WHERE c.system_key IN :keys LIMIT 1"
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if not inspector.has_table(join.split()[0]):
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continue
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stmt = sa.text(query).bindparams(sa.bindparam("keys", expanding=True))
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if bind.execute(stmt, {"keys": keys}).first() is not None:
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blocked_by.append(label)
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if blocked_by:
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raise RuntimeError(
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"Cannot downgrade MCC migration while default categories hold history: "
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+ ", ".join(blocked_by)
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)
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bind.execute(
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sa.text("DELETE FROM categories WHERE system_key IN :keys").bindparams(
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sa.bindparam("keys", expanding=True)
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),
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{"keys": keys},
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)
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if _has_table(bind, TENANT_TABLE):
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op.drop_table(TENANT_TABLE)
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def _default_keys() -> list[str]:
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from app.categorization.mcc import default_category_system_keys
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return list(default_category_system_keys())
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@@ -0,0 +1,48 @@
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"""Allow manual HOLD resolutions without a reason."""
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import sqlalchemy as sa
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from alembic import op
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revision = "0005"
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down_revision = "0004"
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branch_labels = None
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depends_on = None
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def _reason_constraint_name() -> str | None:
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return next(
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(
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name
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for item in sa.inspect(op.get_bind()).get_check_constraints("hold_resolutions")
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if (name := item.get("name")) and name.endswith("manual_reason_required")
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),
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None,
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)
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def upgrade() -> None:
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if name := _reason_constraint_name():
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with op.batch_alter_table("hold_resolutions") as batch_op:
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batch_op.drop_constraint(op.f(name), type_="check")
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def downgrade() -> None:
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if _reason_constraint_name():
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return
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bind = op.get_bind()
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missing_reason = bind.execute(
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sa.text(
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"SELECT 1 FROM hold_resolutions WHERE resolution IN "
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"('confirmed_as_posted', 'discarded_as_cancelled') "
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"AND (reason IS NULL OR reason = '') LIMIT 1"
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)
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).first()
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if missing_reason:
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raise RuntimeError("Cannot require reasons while reasonless HOLD resolutions exist")
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with op.batch_alter_table("hold_resolutions") as batch_op:
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batch_op.create_check_constraint(
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op.f("ck_hold_resolutions_manual_reason_required"),
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"NOT (resolution IN ('confirmed_as_posted', 'discarded_as_cancelled') "
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"AND (reason IS NULL OR reason = ''))",
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)
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@@ -1,4 +1,5 @@
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import uuid
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from collections import defaultdict
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from datetime import date
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from typing import Annotated, Literal
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@@ -7,6 +8,7 @@ from pydantic import BaseModel, Field
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from app.budgeting import service
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from app.categorization import service as categorization
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from app.categorization.models import CategoryMcc
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from app.dependencies import Context, Csrf, Db
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router = APIRouter(prefix="/budget", tags=["budget"])
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@@ -15,6 +17,7 @@ router = APIRouter(prefix="/budget", tags=["budget"])
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class CategoryBody(BaseModel):
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name: str = Field(min_length=1, max_length=200)
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kind: Literal["monthly", "savings_envelope"] = "monthly"
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mcc_codes: list[int] = Field(default_factory=list, alias="mccCodes")
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class AssignmentItem(BaseModel):
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@@ -144,7 +147,7 @@ def categories(month: str, db: Db, context: Context) -> list[dict]:
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return result
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def category_definition_json(category) -> dict:
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def category_definition_json(category, mcc_codes: list[int]) -> dict:
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return {
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"id": category.id,
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"name": categorization.resolve_category_name(category),
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@@ -153,6 +156,7 @@ def category_definition_json(category) -> dict:
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"systemKey": category.system_key,
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"linkedAccountId": category.linked_account_id,
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"archived": category.archived,
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"mccCodes": mcc_codes,
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}
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@@ -165,12 +169,20 @@ def category_definitions(
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items = service.list_categories(
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db, space_id=context.space.id, include_archived=include_archived
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)
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return [category_definition_json(item) for item in items]
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codes_by_category: dict[uuid.UUID, list[int]] = defaultdict(list)
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for category_id, code in (
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db.query(CategoryMcc.category_id, CategoryMcc.mcc_code)
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.filter_by(space_id=context.space.id)
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.order_by(CategoryMcc.mcc_code)
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):
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codes_by_category[category_id].append(code)
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return [category_definition_json(item, codes_by_category[item.id]) for item in items]
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class CategoryDefinitionPatchBody(BaseModel):
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name: str | None = Field(default=None, min_length=1, max_length=200)
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archived: bool | None = None
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mcc_codes: list[int] | None = Field(default=None, alias="mccCodes")
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@router.patch("/category-definitions/{category_id}")
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@@ -181,15 +193,29 @@ def patch_category_definition(
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context: Context,
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_csrf: Csrf,
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) -> dict:
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category = service.update_category_definition(
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db,
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space_id=context.space.id,
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user=context.user,
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category_id=category_id,
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name=body.name,
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archived=body.archived,
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category = service.get_category(db, space_id=context.space.id, category_id=category_id)
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if body.name is not None or body.archived is not None:
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category = service.update_category_definition(
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db,
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space_id=context.space.id,
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user=context.user,
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category_id=category_id,
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name=body.name,
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archived=body.archived,
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)
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if body.mcc_codes is not None:
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categorization.set_category_mcc_codes(
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db,
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space_id=context.space.id,
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category_id=category_id,
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codes=body.mcc_codes,
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)
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return category_definition_json(
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category,
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categorization.get_category_mcc_codes(
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db, space_id=context.space.id, category_id=category.id
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),
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)
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return category_definition_json(category)
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@router.post("/categories", status_code=201)
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@@ -201,7 +227,19 @@ def create_category(body: CategoryBody, db: Db, context: Context, _csrf: Csrf) -
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kind=body.kind,
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name=body.name,
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)
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return category_definition_json(category)
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if body.mcc_codes:
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categorization.set_category_mcc_codes(
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db,
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space_id=context.space.id,
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category_id=category.id,
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codes=body.mcc_codes,
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)
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return category_definition_json(
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category,
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categorization.get_category_mcc_codes(
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db, space_id=context.space.id, category_id=category.id
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),
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)
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@router.patch("/categories/{category_id}")
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@@ -16,6 +16,7 @@ from app.budgeting.models import (
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PeriodClosure,
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PlanAssignment,
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)
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from app.categorization import mcc
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from app.categorization.service import resolve_category_name
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from app.errors import bad_request, conflict, not_found
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from app.identity.models import User
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@@ -351,6 +352,7 @@ def compute_period_state(db: Session, *, space_id: uuid.UUID, period: BudgetPeri
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"category_id": str(cat.id),
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"name": resolve_category_name(cat),
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"name_key": cat.system_key,
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"system": not mcc.is_budgetable_category_key(cat.system_key),
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"archived": cat.archived,
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"planned": 0,
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"funded": funded_period[cat.id],
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@@ -681,7 +683,7 @@ def set_assignments(
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result = []
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for item in items:
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category = get_category(db, space_id=space_id, category_id=item["category_id"])
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if category.system_key is not None:
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if not mcc.is_budgetable_category_key(category.system_key):
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raise conflict("BUDGET_CATEGORY_SYSTEM", "System categories cannot be planned")
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if category.archived:
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raise conflict("BUDGET_CATEGORY_ARCHIVED", "Category is archived")
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@@ -800,7 +802,7 @@ def fund(
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if amount_kopecks <= 0:
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raise bad_request("MONEY_AMOUNT_MUST_BE_POSITIVE", "Amount must be positive")
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category = get_category(db, space_id=space_id, category_id=category_id)
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if category.system_key is not None:
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if not mcc.is_budgetable_category_key(category.system_key):
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raise conflict("BUDGET_CATEGORY_SYSTEM", "System categories cannot be funded")
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if category.archived:
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raise conflict("BUDGET_CATEGORY_ARCHIVED", "Category is archived")
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@@ -0,0 +1,379 @@
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"""MCC catalog backed by the iso18245 library with Russian labels.
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The global dictionary seeds the ``mcc_codes`` table; the curated default
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categories below pre-create the 20 most popular budget categories with their
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associated MCC codes (one code may belong to exactly one category per space).
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Codes outside the curated categories resolve to the system fallback category
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«Остальное» without any manual category creation.
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"""
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from collections.abc import Iterator
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from functools import lru_cache
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from typing import NamedTuple
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import iso18245
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MCC_DICTIONARY_VERSION = 1
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OTHERS_SYSTEM_KEY = "others"
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OTHERS_CATEGORY_NAME = "Остальное"
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_DESCRIPTION_PRIORITY = (
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"iso_description",
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"visa_description",
|
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"usda_description",
|
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"alipay_description",
|
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"mastercard_description",
|
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"amex_description",
|
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"stripe_description",
|
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)
|
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|
||||
|
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class DefaultCategory(NamedTuple):
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system_key: str
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name: str
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mcc_codes: tuple[int, ...]
|
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|
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|
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_RU_TITLES: dict[int, str] = {
|
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# Продукты и супермаркеты
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5411: "Продуктовые магазины и супермаркеты",
|
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5422: "Мясные и замороженные продукты",
|
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5441: "Кондитерские магазины",
|
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5451: "Молочные продукты",
|
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5462: "Пекарни и булочные",
|
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5499: "Прочие продуктовые магазины",
|
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5300: "Оптовые магазины-склады",
|
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# Кафе и рестораны
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5811: "Кейтеринг и обслуживание мероприятий",
|
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5812: "Рестораны и кафе",
|
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5813: "Бары и ночные клубы",
|
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5814: "Фастфуд",
|
||||
5817: "Цифровые товары — приложения",
|
||||
5818: "Цифровые товары — крупные покупки",
|
||||
# Транспорт
|
||||
4111: "Городской и пригородный транспорт",
|
||||
4112: "Пассажирские железные дороги",
|
||||
4121: "Такси и лимузины",
|
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4131: "Автобусные линии",
|
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4784: "Платные дороги и мосты",
|
||||
4789: "Транспортные услуги (прочие)",
|
||||
4411: "Круизные линии и пароходства",
|
||||
# Топливо
|
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5541: "АЗС (автозаправочные станции)",
|
||||
5542: "Автоматические АЗС",
|
||||
5172: "Нефть и нефтепродукты",
|
||||
# Здоровье и аптеки
|
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5912: "Аптеки",
|
||||
5122: "Лекарственные препараты",
|
||||
8099: "Медицинские услуги (прочие)",
|
||||
8011: "Врачи и клиники",
|
||||
8021: "Стоматологи и ортодонты",
|
||||
8041: "Хиропрактики",
|
||||
8042: "Офтальмологи и оптометристы",
|
||||
8049: "Подологи",
|
||||
8062: "Больницы",
|
||||
8071: "Медицинские и стоматологические лаборатории",
|
||||
5975: "Слуховые аппараты",
|
||||
5976: "Ортопедические товары и протезы",
|
||||
# Электроника
|
||||
5732: "Магазины электроники",
|
||||
5734: "Магазины компьютерного ПО",
|
||||
5045: "Компьютеры и периферия",
|
||||
5046: "Коммерческое оборудование",
|
||||
7372: "Программирование и ИТ-услуги",
|
||||
7379: "Обслуживание и ремонт компьютеров",
|
||||
# Одежда и обувь
|
||||
5611: "Мужская одежда",
|
||||
5621: "Женская одежда",
|
||||
5631: "Женские аксессуары",
|
||||
5651: "Одежда для всей семьи",
|
||||
5655: "Спортивная одежда",
|
||||
5661: "Обувные магазины",
|
||||
5691: "Одежда (мужская и женская)",
|
||||
5697: "Ателье и ремонт одежды",
|
||||
5681: "Меховые салоны",
|
||||
5949: "Ткани и швейные товары",
|
||||
5699: "Прочие магазины одежды и аксессуаров",
|
||||
# Красота и уход
|
||||
7230: "Парикмахерские и салоны красоты",
|
||||
7297: "Массажные салоны",
|
||||
5977: "Магазины косметики",
|
||||
# Развлечения
|
||||
7832: "Кинотеатры",
|
||||
7841: "Прокат видео и стриминг",
|
||||
7922: "Театры и билетные агентства",
|
||||
7933: "Боулинг",
|
||||
7991: "Туристические достопримечательности",
|
||||
7994: "Игровые автоматы и залы",
|
||||
7996: "Парки развлечений и цирки",
|
||||
7997: "Спортивные и членские клубы",
|
||||
7999: "Развлекательные услуги (прочие)",
|
||||
7992: "Гольф-клубы",
|
||||
7998: "Океанариумы и дельфинарии",
|
||||
7995: "Ставки и лотереи",
|
||||
# Спорт
|
||||
5941: "Магазины спортивных товаров",
|
||||
7941: "Профессиональный спорт и спортивные клубы",
|
||||
# Путешествия
|
||||
7011: "Отели и курорты",
|
||||
7012: "Таймшер",
|
||||
7032: "Спортивные и рекреационные лагеря",
|
||||
7033: "Кемпинги и трейлерные парки",
|
||||
# Дом и ремонт
|
||||
5211: "Стройматериалы и пиломатериалы",
|
||||
5251: "Хозяйственные магазины",
|
||||
5261: "Садовые товары и питомники",
|
||||
5712: "Мебель и предметы интерьера",
|
||||
5713: "Напольные покрытия",
|
||||
5714: "Шторы и обивка",
|
||||
5718: "Камины и аксессуары",
|
||||
5719: "Прочие товары для дома",
|
||||
7622: "Ремонт электроники",
|
||||
7623: "Ремонт кондиционеров и холодильников",
|
||||
7629: "Ремонт электроприборов",
|
||||
7641: "Ремонт и перетяжка мебели",
|
||||
7692: "Сварочные работы",
|
||||
7699: "Прочие ремонтные услуги",
|
||||
1520: "Генеральные подрядчики",
|
||||
1711: "Отопление, сантехника и кондиционирование",
|
||||
1731: "Электромонтажные работы",
|
||||
1740: "Каменные и штукатурные работы",
|
||||
1750: "Плотницкие работы",
|
||||
1761: "Кровельные работы",
|
||||
1771: "Бетонные работы",
|
||||
1799: "Прочие строительные подрядчики",
|
||||
5198: "Краски и лаки",
|
||||
# Связь и интернет
|
||||
4812: "Продажа телефонов и телеком-оборудования",
|
||||
4814: "Телекоммуникационные услуги",
|
||||
4815: "Ежемесячная плата за телефон",
|
||||
4816: "Компьютерные сети и интернет-услуги",
|
||||
4821: "Телеграфные услуги",
|
||||
4899: "Кабельное телевидение",
|
||||
# Коммунальные услуги
|
||||
4900: "Коммунальные услуги (электричество, газ, вода)",
|
||||
# Образование
|
||||
8211: "Школы",
|
||||
8220: "Вузы и колледжи",
|
||||
8241: "Заочные школы",
|
||||
8244: "Бизнес-школы",
|
||||
8249: "Профессиональные и технические училища",
|
||||
8299: "Образовательные услуги (прочие)",
|
||||
5943: "Канцелярские и школьные товары",
|
||||
# Дети
|
||||
5945: "Детские игрушки и игры",
|
||||
5641: "Детская одежда",
|
||||
# Питомцы
|
||||
742: "Ветеринарные услуги",
|
||||
5995: "Зоомагазины",
|
||||
# Подарки и хобби
|
||||
5944: "Ювелирные магазины и часы",
|
||||
5946: "Фототовары",
|
||||
5971: "Художественные салоны и галереи",
|
||||
5947: "Подарки и сувениры",
|
||||
5950: "Стекло и хрусталь",
|
||||
5931: "Комиссионные и секонд-хенды",
|
||||
5942: "Книжные магазины",
|
||||
5992: "Цветочные магазины",
|
||||
# Авто
|
||||
7531: "Кузовной ремонт",
|
||||
7534: "Шиномонтаж и ремонт шин",
|
||||
7535: "Покраска автомобилей",
|
||||
7538: "Автосервисы (не дилеры)",
|
||||
7542: "Автомойки",
|
||||
7549: "Эвакуация автомобилей",
|
||||
7523: "Парковки и гаражи",
|
||||
7519: "Прокат домов на колёсах",
|
||||
# Финансы и страхование
|
||||
6010: "Снятие наличных (через оператора)",
|
||||
6011: "Снятие наличных в банкоматах",
|
||||
6012: "Финансовые учреждения — товары и услуги",
|
||||
6050: "Квазиналичные операции",
|
||||
6051: "Иностранная валюта и денежные переводы",
|
||||
6211: "Ценные бумаги и брокеры",
|
||||
6300: "Страхование",
|
||||
6381: "Страховые премии",
|
||||
6399: "Страхование (прочее)",
|
||||
6513: "Риелторы и управление недвижимостью",
|
||||
# Прочие популярные подписи без категории
|
||||
5309: "Магазины беспошлинной торговли",
|
||||
5310: "Магазины скидок",
|
||||
5331: "Универсальные магазины",
|
||||
5399: "Прочие товары общего назначения",
|
||||
5722: "Магазины бытовой техники",
|
||||
5994: "Газетные киоски",
|
||||
5970: "Товары для творчества",
|
||||
5999: "Прочие специализированные магазины",
|
||||
5111: "Канцелярия и офисные принадлежности",
|
||||
5192: "Книги и периодика",
|
||||
5193: "Товары для цветоводства",
|
||||
8111: "Юридические услуги",
|
||||
7276: "Подготовка налоговых деклараций",
|
||||
8734: "Испытательные лаборатории",
|
||||
2741: "Издательские и полиграфические услуги",
|
||||
8911: "Архитектурные и инженерные услуги",
|
||||
}
|
||||
|
||||
_AIRLINE_MCC_RANGE = range(3000, 3351)
|
||||
_CAR_RENTAL_MCC_RANGE = range(3351, 3501)
|
||||
|
||||
_DEFAULT_CATEGORY_KEYS = (
|
||||
("groceries", "Продукты и супермаркеты", (5411, 5422, 5441, 5451, 5462, 5499, 5300)),
|
||||
("cafes", "Кафе и рестораны", (5811, 5812, 5813, 5814)),
|
||||
("transport", "Транспорт", (4111, 4112, 4121, 4131, 4784, 4789, 4411)),
|
||||
("fuel", "Топливо и АЗС", (5541, 5542, 5172)),
|
||||
(
|
||||
"health",
|
||||
"Здоровье и аптеки",
|
||||
(5912, 5122, 8099, 8011, 8021, 8041, 8042, 8049, 8062, 8071, 5975, 5976),
|
||||
),
|
||||
("electronics", "Электроника", (5732, 5734, 5045, 5046, 7372, 7379)),
|
||||
(
|
||||
"clothing",
|
||||
"Одежда и обувь",
|
||||
(5611, 5621, 5631, 5651, 5655, 5661, 5691, 5697, 5681, 5949, 5699),
|
||||
),
|
||||
("beauty", "Красота и уход", (7230, 7297, 5977)),
|
||||
(
|
||||
"entertainment",
|
||||
"Развлечения",
|
||||
(7832, 7841, 7922, 7933, 7991, 7994, 7996, 7997, 7999, 7992, 7998, 7995),
|
||||
),
|
||||
("sport", "Спорт и фитнес", (5941, 7941)),
|
||||
(
|
||||
"travel",
|
||||
"Путешествия",
|
||||
(7011, 7012, 7032, 7033, *_AIRLINE_MCC_RANGE, *_CAR_RENTAL_MCC_RANGE),
|
||||
),
|
||||
(
|
||||
"home",
|
||||
"Дом и ремонт",
|
||||
(
|
||||
5211,
|
||||
5251,
|
||||
5261,
|
||||
5712,
|
||||
5713,
|
||||
5714,
|
||||
5718,
|
||||
5719,
|
||||
7622,
|
||||
7623,
|
||||
7629,
|
||||
7641,
|
||||
7692,
|
||||
7699,
|
||||
1520,
|
||||
1711,
|
||||
1731,
|
||||
1740,
|
||||
1750,
|
||||
1761,
|
||||
1771,
|
||||
1799,
|
||||
5198,
|
||||
),
|
||||
),
|
||||
("telecom", "Связь и интернет", (4812, 4814, 4815, 4816, 4821, 4899)),
|
||||
("utilities", "Коммунальные услуги", (4900,)),
|
||||
("education", "Образование", (8211, 8220, 8241, 8244, 8249, 8299, 5943)),
|
||||
("kids", "Дети", (5945, 5641)),
|
||||
("pets", "Питомцы", (742, 5995)),
|
||||
("gifts", "Подарки и хобби", (5944, 5946, 5971, 5947, 5950, 5931, 5942, 5992)),
|
||||
("auto", "Авто", (7531, 7534, 7535, 7538, 7542, 7549, 7523, 7519)),
|
||||
(
|
||||
"finance",
|
||||
"Финансы и страхование",
|
||||
(6010, 6011, 6012, 6050, 6051, 6211, 6300, 6381, 6399, 6513),
|
||||
),
|
||||
)
|
||||
|
||||
_TRANSLIT_MAP = {
|
||||
"a": "а",
|
||||
"b": "б",
|
||||
"c": "к",
|
||||
"d": "д",
|
||||
"e": "е",
|
||||
"f": "ф",
|
||||
"g": "г",
|
||||
"h": "х",
|
||||
"i": "и",
|
||||
"j": "дж",
|
||||
"k": "к",
|
||||
"l": "л",
|
||||
"m": "м",
|
||||
"n": "н",
|
||||
"o": "о",
|
||||
"p": "п",
|
||||
"q": "к",
|
||||
"r": "р",
|
||||
"s": "с",
|
||||
"t": "т",
|
||||
"u": "у",
|
||||
"v": "в",
|
||||
"w": "в",
|
||||
"x": "кс",
|
||||
"y": "й",
|
||||
"z": "з",
|
||||
}
|
||||
|
||||
|
||||
@lru_cache(maxsize=1)
|
||||
def _english_titles() -> dict[int, str]:
|
||||
titles: dict[int, str] = {}
|
||||
for entry in iso18245.get_all_mccs():
|
||||
for field in _DESCRIPTION_PRIORITY:
|
||||
value = getattr(entry, field)
|
||||
if value:
|
||||
titles[int(entry.mcc)] = value
|
||||
break
|
||||
else:
|
||||
titles[int(entry.mcc)] = entry.range.description
|
||||
return titles
|
||||
|
||||
|
||||
@lru_cache(maxsize=1)
|
||||
def _default_categories() -> tuple[DefaultCategory, ...]:
|
||||
known = _english_titles()
|
||||
result = []
|
||||
for key, name, codes in _DEFAULT_CATEGORY_KEYS:
|
||||
result.append(DefaultCategory(key, name, tuple(c for c in codes if c in known)))
|
||||
return tuple(result)
|
||||
|
||||
|
||||
def english_title(code: int) -> str | None:
|
||||
return _english_titles().get(code)
|
||||
|
||||
|
||||
def transliterate(text: str) -> str:
|
||||
return "".join(_TRANSLIT_MAP.get(ch.lower(), ch) for ch in text)
|
||||
|
||||
|
||||
def russian_title(code: int) -> str | None:
|
||||
"""Curated Russian translation, else a Cyrillic transcription of the label."""
|
||||
curated = _RU_TITLES.get(code)
|
||||
if curated is not None:
|
||||
return curated
|
||||
english = english_title(code)
|
||||
if english is None:
|
||||
return None
|
||||
return transliterate(english).capitalize()
|
||||
|
||||
|
||||
def iter_mcc_dictionary() -> Iterator[tuple[int, str]]:
|
||||
"""Yield ``(code, russian_title)`` for every MCC known to iso18245."""
|
||||
for code, english in sorted(_english_titles().items()):
|
||||
yield code, _RU_TITLES.get(code, transliterate(english).capitalize())
|
||||
|
||||
|
||||
def default_categories() -> tuple[DefaultCategory, ...]:
|
||||
"""The 20 pre-created popular categories with validated MCC code lists."""
|
||||
return _default_categories()
|
||||
|
||||
|
||||
def default_category_system_keys() -> tuple[str, ...]:
|
||||
return tuple(item.system_key for item in default_categories()) + (OTHERS_SYSTEM_KEY,)
|
||||
|
||||
|
||||
def is_budgetable_category_key(key: str | None) -> bool:
|
||||
return key is None or key in default_category_system_keys()
|
||||
@@ -100,6 +100,34 @@ class MccCode(Base):
|
||||
dictionary_version: Mapped[int] = mapped_column(nullable=False, default=1)
|
||||
|
||||
|
||||
class CategoryMcc(Base, PkMixin):
|
||||
"""Space-scoped MCC codes of a category: many codes per category, but every
|
||||
code maps to at most one category inside the space."""
|
||||
|
||||
__tablename__ = "category_mcc_codes"
|
||||
__table_args__ = (
|
||||
UniqueConstraint("space_id", "mcc_code", name="uq_category_mcc_space_code"),
|
||||
ForeignKeyConstraint(
|
||||
["space_id", "category_id"],
|
||||
["categories.space_id", "categories.id"],
|
||||
ondelete="CASCADE",
|
||||
name="fk_category_mcc_category_tenant",
|
||||
),
|
||||
ForeignKeyConstraint(
|
||||
["mcc_code"],
|
||||
["mcc_codes.code"],
|
||||
ondelete="RESTRICT",
|
||||
name="fk_category_mcc_dictionary",
|
||||
),
|
||||
)
|
||||
|
||||
space_id: Mapped[uuid.UUID] = mapped_column(
|
||||
Uuid, ForeignKey("financial_spaces.id", ondelete="CASCADE"), nullable=False, index=True
|
||||
)
|
||||
category_id: Mapped[uuid.UUID] = mapped_column(Uuid, nullable=False, index=True)
|
||||
mcc_code: Mapped[int] = mapped_column(Integer, nullable=False)
|
||||
|
||||
|
||||
class BankCategoryMapping(Base, PkMixin):
|
||||
"""Maps a bank's raw category string to an MCC for suggestion purposes."""
|
||||
|
||||
|
||||
@@ -1,6 +1,17 @@
|
||||
import uuid
|
||||
from collections.abc import Iterable
|
||||
|
||||
from sqlalchemy.orm import Session
|
||||
|
||||
from app.categorization.models import CategorizationRule, IncomeSource, Payee, PayeeAlias
|
||||
from app.categorization import mcc
|
||||
from app.categorization.models import (
|
||||
CategorizationRule,
|
||||
CategoryMcc,
|
||||
IncomeSource,
|
||||
MccCode,
|
||||
Payee,
|
||||
PayeeAlias,
|
||||
)
|
||||
from app.errors import conflict, not_found
|
||||
from app.ledger.models import Category
|
||||
|
||||
@@ -102,3 +113,143 @@ def set_payee_rule(db: Session, *, space_id, payee_id, category_id, user_id) ->
|
||||
rule.category_id = category_id
|
||||
db.flush()
|
||||
return rule
|
||||
|
||||
|
||||
def ensure_mcc_dictionary(db: Session) -> None:
|
||||
"""Idempotently seed the global ``mcc_codes`` table from iso18245."""
|
||||
existing = {code for (code,) in db.query(MccCode.code).all()}
|
||||
for code, title in mcc.iter_mcc_dictionary():
|
||||
if code in existing:
|
||||
continue
|
||||
db.add(MccCode(code=code, title=title[:300], dictionary_version=mcc.MCC_DICTIONARY_VERSION))
|
||||
db.flush()
|
||||
|
||||
|
||||
def ensure_default_categories(db: Session, *, space_id: uuid.UUID) -> dict[str, Category]:
|
||||
"""Idempotently pre-create the 20 popular categories plus «Остальное».
|
||||
|
||||
Each default category is keyed by ``system_key`` and carries its MCC code
|
||||
links; every link is only created while its MCC code is unclaimed inside
|
||||
the space, so user re-mappings are never overwritten.
|
||||
"""
|
||||
ensure_mcc_dictionary(db)
|
||||
keys = mcc.default_category_system_keys()
|
||||
existing: dict[str, Category] = {
|
||||
category.system_key: category
|
||||
for category in db.query(Category)
|
||||
.filter(Category.space_id == space_id, Category.system_key.in_(keys))
|
||||
.all()
|
||||
if category.system_key is not None
|
||||
}
|
||||
result: dict[str, Category] = {}
|
||||
claimed = {
|
||||
code for (code,) in db.query(CategoryMcc.mcc_code).filter_by(space_id=space_id).all()
|
||||
}
|
||||
for definition in mcc.default_categories():
|
||||
category = existing.get(definition.system_key)
|
||||
if category is None:
|
||||
category = Category(
|
||||
space_id=space_id,
|
||||
kind="monthly",
|
||||
system_key=definition.system_key,
|
||||
custom_name=definition.name,
|
||||
)
|
||||
db.add(category)
|
||||
db.flush()
|
||||
for code in definition.mcc_codes:
|
||||
if code in claimed:
|
||||
continue
|
||||
db.add(CategoryMcc(space_id=space_id, category_id=category.id, mcc_code=code))
|
||||
claimed.add(code)
|
||||
result[definition.system_key] = category
|
||||
others = existing.get(mcc.OTHERS_SYSTEM_KEY)
|
||||
if others is None:
|
||||
others = Category(
|
||||
space_id=space_id,
|
||||
kind="monthly",
|
||||
system_key=mcc.OTHERS_SYSTEM_KEY,
|
||||
custom_name=mcc.OTHERS_CATEGORY_NAME,
|
||||
)
|
||||
db.add(others)
|
||||
db.flush()
|
||||
result[mcc.OTHERS_SYSTEM_KEY] = others
|
||||
db.flush()
|
||||
return result
|
||||
|
||||
|
||||
def category_for_mcc(db: Session, *, space_id: uuid.UUID, code: int) -> Category | None:
|
||||
"""Category owning the MCC code, else the system «Остальное» fallback."""
|
||||
link = db.query(CategoryMcc).filter_by(space_id=space_id, mcc_code=code).one_or_none()
|
||||
if link is not None:
|
||||
category = db.get(Category, link.category_id)
|
||||
if category is not None and not category.archived:
|
||||
return category
|
||||
return (
|
||||
db.query(Category)
|
||||
.filter_by(space_id=space_id, system_key=mcc.OTHERS_SYSTEM_KEY)
|
||||
.one_or_none()
|
||||
)
|
||||
|
||||
|
||||
def get_category_mcc_codes(
|
||||
db: Session, *, space_id: uuid.UUID, category_id: uuid.UUID
|
||||
) -> list[int]:
|
||||
codes = (
|
||||
db.query(CategoryMcc.mcc_code)
|
||||
.filter_by(space_id=space_id, category_id=category_id)
|
||||
.order_by(CategoryMcc.mcc_code)
|
||||
.all()
|
||||
)
|
||||
return [code for (code,) in codes]
|
||||
|
||||
|
||||
def set_category_mcc_codes(
|
||||
db: Session,
|
||||
*,
|
||||
space_id: uuid.UUID,
|
||||
category_id: uuid.UUID,
|
||||
codes: Iterable[int],
|
||||
) -> list[int]:
|
||||
"""Replace the category's MCC code set; codes are unique per space."""
|
||||
category = db.query(Category).filter_by(id=category_id, space_id=space_id).one_or_none()
|
||||
if category is None:
|
||||
raise not_found("BUDGET_CATEGORY_NOT_FOUND", "Category not found")
|
||||
wanted = sorted({int(code) for code in codes})
|
||||
if wanted and category.archived:
|
||||
raise conflict("BUDGET_CATEGORY_ARCHIVED", "Archived categories cannot have MCC codes")
|
||||
if wanted and category.kind != "monthly":
|
||||
raise conflict("CATEGORY_MCC_KIND_INVALID", "Only monthly categories can have MCC codes")
|
||||
for code in wanted:
|
||||
if db.get(MccCode, code) is None:
|
||||
raise not_found("MCC_CODE_NOT_FOUND", f"Unknown MCC code {code}")
|
||||
current = {
|
||||
row for row in db.query(CategoryMcc).filter_by(space_id=space_id, category_id=category_id)
|
||||
}
|
||||
wanted_set = set(wanted)
|
||||
for row in current:
|
||||
if row.mcc_code not in wanted_set:
|
||||
db.delete(row)
|
||||
owned_elsewhere = {
|
||||
code
|
||||
for (code,) in (
|
||||
db.query(CategoryMcc.mcc_code)
|
||||
.filter(
|
||||
CategoryMcc.space_id == space_id,
|
||||
CategoryMcc.category_id != category_id,
|
||||
CategoryMcc.mcc_code.in_(wanted_set),
|
||||
)
|
||||
.all()
|
||||
)
|
||||
}
|
||||
if owned_elsewhere:
|
||||
raise conflict(
|
||||
"CATEGORY_MCC_TAKEN",
|
||||
"MCC codes already mapped to another category",
|
||||
details={"mcc_codes": sorted(owned_elsewhere)},
|
||||
)
|
||||
current_codes = {row.mcc_code for row in current}
|
||||
for code in wanted:
|
||||
if code not in current_codes:
|
||||
db.add(CategoryMcc(space_id=space_id, category_id=category_id, mcc_code=code))
|
||||
db.flush()
|
||||
return wanted
|
||||
|
||||
@@ -12,6 +12,7 @@ from app.budgeting.models import (
|
||||
from app.categorization.models import (
|
||||
BankCategoryMapping,
|
||||
CategorizationRule,
|
||||
CategoryMcc,
|
||||
IncomeSource,
|
||||
MccCode,
|
||||
Payee,
|
||||
@@ -35,6 +36,7 @@ __all__ = [
|
||||
"BankCategoryMapping",
|
||||
"BudgetPeriod",
|
||||
"Category",
|
||||
"CategoryMcc",
|
||||
"CategorizationRule",
|
||||
"DataExport",
|
||||
"DedupCandidate",
|
||||
|
||||
@@ -214,9 +214,9 @@ def _find_header(rows: list[tuple]) -> tuple[int, dict[str, int]]:
|
||||
("category", CATEGORY_HEADERS),
|
||||
("external", ("id операции", "номер операции")),
|
||||
):
|
||||
columns[key] = next( # type: ignore[assignment]
|
||||
(i for i, c in enumerate(cells) if c in synonyms), None
|
||||
)
|
||||
optional_col = next((i for i, c in enumerate(cells) if c in synonyms), None)
|
||||
if optional_col is not None:
|
||||
columns[key] = optional_col
|
||||
return index, columns
|
||||
raise UnsupportedStatementLayout("statement header row with date/amount columns not found")
|
||||
|
||||
|
||||
@@ -222,7 +222,7 @@ class HoldResolution(Base, PkMixin, TimestampMixin):
|
||||
The extracted HOLD row itself is never mutated. At most one resolution
|
||||
exists per hold source record; automatic matches (`matched_posted`) are
|
||||
created only when a later statement is confirmed, and manual actions
|
||||
(`confirmed_as_posted`, `discarded_as_cancelled`) always carry a reason.
|
||||
(`confirmed_as_posted`, `discarded_as_cancelled`) may carry a reason.
|
||||
"""
|
||||
|
||||
__tablename__ = "hold_resolutions"
|
||||
@@ -231,11 +231,6 @@ class HoldResolution(Base, PkMixin, TimestampMixin):
|
||||
"resolution IN ('matched_posted', 'confirmed_as_posted', 'discarded_as_cancelled')",
|
||||
name="resolution_valid",
|
||||
),
|
||||
CheckConstraint(
|
||||
"NOT (resolution IN ('confirmed_as_posted', 'discarded_as_cancelled') "
|
||||
"AND (reason IS NULL OR reason = ''))",
|
||||
name="manual_reason_required",
|
||||
),
|
||||
ForeignKeyConstraint(
|
||||
["space_id", "hold_source_record_id"],
|
||||
["source_records.space_id", "source_records.id"],
|
||||
|
||||
@@ -30,14 +30,13 @@ class ConfirmBody(BaseModel):
|
||||
confirmed_without_full_reconciliation: bool = Field(
|
||||
default=False, alias="confirmedWithoutFullReconciliation"
|
||||
)
|
||||
reason: str | None = None
|
||||
|
||||
|
||||
class HoldResolveBody(BaseModel):
|
||||
model_config = ConfigDict(populate_by_name=True)
|
||||
|
||||
action: str
|
||||
reason: str
|
||||
reason: str | None = None
|
||||
account_id: uuid.UUID | None = Field(default=None, alias="accountId")
|
||||
|
||||
|
||||
@@ -160,6 +159,8 @@ def detail(document_id: uuid.UUID, db: Db, context: Context) -> dict:
|
||||
"direction": item["direction"],
|
||||
"bankStatus": item.get("bank_status", "posted"),
|
||||
"description": item["description"],
|
||||
"mcc": item["mcc"],
|
||||
"mccName": item["mcc_name"],
|
||||
"payeeHint": None,
|
||||
"warnings": (item["warnings"] or {}).get("codes", []),
|
||||
"decision": "pending"
|
||||
@@ -306,7 +307,7 @@ def confirm(
|
||||
document_id=document_id,
|
||||
account_id=document.account_id,
|
||||
confirmed_without_full_reconciliation=True,
|
||||
reason=body.reason,
|
||||
reason=None,
|
||||
)
|
||||
document = service.confirm_document(
|
||||
db, space_id=context.space.id, document_id=document_id, user=context.user
|
||||
|
||||
@@ -9,6 +9,9 @@ from sqlalchemy import func
|
||||
from sqlalchemy.orm import Session
|
||||
|
||||
from app.audit import service as audit
|
||||
from app.categorization import mcc
|
||||
from app.categorization import service as categorization
|
||||
from app.categorization.models import MccCode
|
||||
from app.config import get_settings
|
||||
from app.db.base import utcnow
|
||||
from app.db.session import session_scope
|
||||
@@ -169,6 +172,15 @@ def _source_from_row(
|
||||
)
|
||||
|
||||
|
||||
def _category_id_for_source(
|
||||
db: Session, *, space_id: uuid.UUID, source: SourceRecord
|
||||
) -> uuid.UUID | None:
|
||||
if source.mcc is None:
|
||||
return None
|
||||
category = categorization.category_for_mcc(db, space_id=space_id, code=source.mcc)
|
||||
return category.id if category is not None else None
|
||||
|
||||
|
||||
def _reconciliation_summary(draft: Any) -> dict[str, Any]:
|
||||
"""Reconcile parsed rows against declared bank controls with stable diagnostics.
|
||||
|
||||
@@ -471,7 +483,8 @@ def process_statement_document(document_id: uuid.UUID, space_id: uuid.UUID) -> s
|
||||
document.adapter_id = adapter.adapter_id
|
||||
document.account_fingerprint = draft.account_fingerprint
|
||||
document.active_parse_run_id = run.id
|
||||
document.reconciliation = _reconciliation_summary(draft)
|
||||
reconciliation = _reconciliation_summary(draft)
|
||||
document.reconciliation = reconciliation
|
||||
if document.account_id is None and draft.account_fingerprint:
|
||||
matches = (
|
||||
db.query(Account)
|
||||
@@ -492,14 +505,14 @@ def process_statement_document(document_id: uuid.UUID, space_id: uuid.UUID) -> s
|
||||
db.query(SourceRecord.id).filter_by(parse_run_id=run.id, critical=True).first()
|
||||
)
|
||||
document.needs_account_mapping = document.account_id is None
|
||||
needs_manual_reconciliation = not document.reconciliation["full"]
|
||||
needs_manual_reconciliation = not reconciliation["full"]
|
||||
document.status = (
|
||||
"review_required"
|
||||
if critical
|
||||
or document.needs_account_mapping
|
||||
or needs_manual_reconciliation
|
||||
or has_candidates
|
||||
or document.reconciliation.get("matched") is False
|
||||
or reconciliation.get("matched") is False
|
||||
else "ready"
|
||||
)
|
||||
except AppError as exc:
|
||||
@@ -601,6 +614,15 @@ def document_detail(db: Session, *, space_id: uuid.UUID, document_id: uuid.UUID)
|
||||
.all()
|
||||
)
|
||||
record_ids = [record.id for record in records]
|
||||
codes = {record.mcc for record in records if record.mcc is not None}
|
||||
mcc_names: dict[int, str] = {
|
||||
code: title
|
||||
for code, title in (
|
||||
db.query(MccCode.code, MccCode.title).filter(MccCode.code.in_(codes)).all()
|
||||
if codes
|
||||
else []
|
||||
)
|
||||
}
|
||||
resolutions: dict[uuid.UUID, dict[str, Any]] = {}
|
||||
candidates: dict[uuid.UUID, list[dict[str, Any]]] = {}
|
||||
if record_ids:
|
||||
@@ -656,6 +678,9 @@ def document_detail(db: Session, *, space_id: uuid.UUID, document_id: uuid.UUID)
|
||||
"direction": item.direction,
|
||||
"bank_status": item.bank_status,
|
||||
"description": item.description,
|
||||
"mcc": item.mcc,
|
||||
"mcc_name": mcc_names.get(item.mcc)
|
||||
or (mcc.russian_title(item.mcc) if item.mcc is not None else None),
|
||||
"critical": item.critical,
|
||||
"warnings": item.field_warnings,
|
||||
"review_decision": item.review_decision,
|
||||
@@ -755,7 +780,7 @@ def set_review_confirmation(
|
||||
document_id: uuid.UUID,
|
||||
account_id: uuid.UUID,
|
||||
confirmed_without_full_reconciliation: bool,
|
||||
reason: str | None,
|
||||
reason: str | None = None,
|
||||
) -> StatementDocument:
|
||||
document = _document(db, space_id=space_id, document_id=document_id)
|
||||
account = db.query(Account).filter_by(id=account_id, space_id=space_id).one_or_none()
|
||||
@@ -766,13 +791,11 @@ def set_review_confirmation(
|
||||
"IMPORT_SYSTEM_ACCOUNT_INVALID",
|
||||
"System accounts cannot be used as statement accounts",
|
||||
)
|
||||
if confirmed_without_full_reconciliation and not reason:
|
||||
raise conflict("IMPORT_RECONCILIATION_REASON_REQUIRED", "A confirmation reason is required")
|
||||
document.account_id = account.id
|
||||
document.needs_account_mapping = False
|
||||
reconciliation = dict(document.reconciliation or {})
|
||||
reconciliation["confirmed_without_full_reconciliation"] = confirmed_without_full_reconciliation
|
||||
reconciliation["reason"] = reason
|
||||
reconciliation["reason"] = reason.strip() or None if reason is not None else None
|
||||
document.reconciliation = reconciliation
|
||||
critical = (
|
||||
db.query(SourceRecord.id)
|
||||
@@ -801,7 +824,7 @@ def resolve_hold(
|
||||
source_record_id: uuid.UUID,
|
||||
user: User,
|
||||
action: str,
|
||||
reason: str | None,
|
||||
reason: str | None = None,
|
||||
account_id: uuid.UUID | None = None,
|
||||
) -> HoldResolution:
|
||||
"""Manually settle one HOLD: book it as a normal operation or discard it."""
|
||||
@@ -813,8 +836,7 @@ def resolve_hold(
|
||||
)
|
||||
if action not in HOLD_MANUAL_ACTIONS:
|
||||
raise bad_request("IMPORT_HOLD_ACTION_INVALID", "Unknown hold resolution action")
|
||||
if reason is None or not reason.strip():
|
||||
raise conflict("IMPORT_HOLD_REASON_REQUIRED", "A resolution reason is required")
|
||||
reason = reason.strip() or None if reason is not None else None
|
||||
source = (
|
||||
db.query(SourceRecord)
|
||||
.filter_by(
|
||||
@@ -842,7 +864,7 @@ def resolve_hold(
|
||||
if action == "confirm_as_posted"
|
||||
else "discarded_as_cancelled",
|
||||
resolved_by_user_id=user.id,
|
||||
reason=reason.strip(),
|
||||
reason=reason,
|
||||
resolved_at=utcnow(),
|
||||
)
|
||||
if action == "confirm_as_posted":
|
||||
@@ -874,6 +896,7 @@ def resolve_hold(
|
||||
user=user,
|
||||
account_id=account.id,
|
||||
amount_kopecks=source.amount_kopecks,
|
||||
category_id=_category_id_for_source(db, space_id=space_id, source=source),
|
||||
occurred_on=source.occurred_on,
|
||||
posted_on=source.posted_on,
|
||||
description=source.description,
|
||||
@@ -900,7 +923,7 @@ def resolve_hold(
|
||||
detail={
|
||||
"document_id": str(document.id),
|
||||
"source_record_id": str(source.id),
|
||||
"reason": reason.strip(),
|
||||
"reason": reason,
|
||||
},
|
||||
)
|
||||
return resolution
|
||||
@@ -1073,9 +1096,7 @@ def confirm_document(
|
||||
if source.review_decision == "savings_transfer":
|
||||
from app.ledger.savings import ensure_savings_resources
|
||||
|
||||
savings_account, _savings_category = ensure_savings_resources(
|
||||
db, space_id=space_id
|
||||
)
|
||||
savings_account, _savings_category = ensure_savings_resources(db, space_id=space_id)
|
||||
if document.account_id == savings_account.id:
|
||||
raise conflict(
|
||||
"IMPORT_SAVINGS_SOURCE_INVALID",
|
||||
@@ -1160,6 +1181,7 @@ def confirm_document(
|
||||
user=user,
|
||||
account_id=document.account_id,
|
||||
amount_kopecks=source.amount_kopecks,
|
||||
category_id=_category_id_for_source(db, space_id=space_id, source=source),
|
||||
occurred_on=source.occurred_on,
|
||||
posted_on=source.posted_on,
|
||||
description=source.description,
|
||||
|
||||
@@ -7,6 +7,7 @@ from sqlalchemy import func
|
||||
from sqlalchemy.orm import Session
|
||||
|
||||
from app.audit import service as audit
|
||||
from app.categorization import mcc
|
||||
from app.categorization import service as categorization
|
||||
from app.errors import bad_request, conflict, not_found
|
||||
from app.identity.models import User
|
||||
@@ -67,7 +68,7 @@ def _validate_category(db: Session, *, space_id: uuid.UUID, category_id: uuid.UU
|
||||
raise not_found("BUDGET_CATEGORY_NOT_FOUND", "Category not found")
|
||||
if category.archived:
|
||||
raise conflict("BUDGET_CATEGORY_ARCHIVED", "Category is archived")
|
||||
if category.system_key is not None:
|
||||
if not mcc.is_budgetable_category_key(category.system_key):
|
||||
raise conflict(
|
||||
"BUDGET_CATEGORY_SYSTEM",
|
||||
"System categories cannot be assigned to regular operations",
|
||||
|
||||
@@ -15,9 +15,11 @@ def create_space(db: Session, *, user: User, name: str) -> FinancialSpace:
|
||||
db.flush()
|
||||
set_space_context(db, space.id)
|
||||
db.add(Membership(space_id=space.id, user_id=user.id, role="owner"))
|
||||
from app.categorization.service import ensure_default_categories
|
||||
from app.ledger.savings import ensure_savings_resources
|
||||
|
||||
ensure_savings_resources(db, space_id=space.id)
|
||||
ensure_default_categories(db, space_id=space.id)
|
||||
audit.record(db, event_type="space.created", space_id=space.id, user_id=user.id)
|
||||
return space
|
||||
|
||||
|
||||
+5
-10
@@ -21,14 +21,15 @@ dependencies = [
|
||||
"pdfplumber>=0.11",
|
||||
"python-multipart>=0.0.9",
|
||||
"boto3>=1.35",
|
||||
"iso18245>=1.4.1",
|
||||
]
|
||||
|
||||
[dependency-groups]
|
||||
dev = [
|
||||
"pytest>=8.2",
|
||||
"httpx>=0.27",
|
||||
"httpx2>=2.0",
|
||||
"ruff>=0.5",
|
||||
"mypy>=1.10",
|
||||
"ty>=0.0.18",
|
||||
"hypothesis>=6.112",
|
||||
]
|
||||
|
||||
@@ -52,11 +53,5 @@ target-version = "py314"
|
||||
select = ["E", "F", "I", "UP", "B"]
|
||||
ignore = ["B008"]
|
||||
|
||||
[tool.mypy]
|
||||
python_version = "3.14"
|
||||
ignore_missing_imports = true
|
||||
check_untyped_defs = true
|
||||
no_implicit_optional = true
|
||||
warn_redundant_casts = true
|
||||
disable_error_code = ["import-untyped"]
|
||||
exclude = ["alembic/", "tests/"]
|
||||
[tool.ty.src]
|
||||
include = ["app"]
|
||||
|
||||
@@ -13,8 +13,10 @@ from app.budgeting.service import (
|
||||
reopen_period,
|
||||
set_assignments,
|
||||
)
|
||||
from app.categorization import service as categorization
|
||||
from app.errors import AppError
|
||||
from app.identity.models import User
|
||||
from app.ledger.models import Category
|
||||
from app.ledger.service import create_account, create_expense
|
||||
from app.spaces.service import create_space
|
||||
|
||||
@@ -51,6 +53,59 @@ def test_uncategorized_expense_blocks_close(db: Session) -> None:
|
||||
assert exc.value.code == "BUDGET_CLOSE_BLOCKED"
|
||||
|
||||
|
||||
def test_default_mcc_categories_are_budgetable_and_editable_mapping(db: Session) -> None:
|
||||
user, space = seed(db)
|
||||
defaults = db.query(Category).filter_by(space_id=space.id).all()
|
||||
by_key = {category.system_key: category for category in defaults}
|
||||
assert len([key for key in by_key if key not in {None, "savings"}]) == 21
|
||||
groceries = by_key["groceries"]
|
||||
others = by_key["others"]
|
||||
assert {5411, 5422}.issubset(
|
||||
categorization.get_category_mcc_codes(db, space_id=space.id, category_id=groceries.id)
|
||||
)
|
||||
period = get_or_create_period(db, space_id=space.id, year=2026, month=5)
|
||||
set_assignments(
|
||||
db,
|
||||
space_id=space.id,
|
||||
user=user,
|
||||
period=period,
|
||||
items=[{"category_id": groceries.id, "planned_kopecks": 2_000}],
|
||||
)
|
||||
account = create_account(
|
||||
db,
|
||||
space_id=space.id,
|
||||
user=user,
|
||||
name="Cash",
|
||||
kind="cash",
|
||||
opened_on=date(2026, 5, 1),
|
||||
)
|
||||
create_expense(
|
||||
db,
|
||||
space_id=space.id,
|
||||
user=user,
|
||||
account_id=account.id,
|
||||
amount_kopecks=500,
|
||||
occurred_on=date(2026, 5, 2),
|
||||
category_id=others.id,
|
||||
)
|
||||
assert categorization.category_for_mcc(db, space_id=space.id, code=5999).id == others.id
|
||||
|
||||
custom = create_category(db, space_id=space.id, user=user, kind="monthly", name="My shops")
|
||||
codes = categorization.set_category_mcc_codes(
|
||||
db, space_id=space.id, category_id=custom.id, codes=[5999, 5994]
|
||||
)
|
||||
assert codes == [5994, 5999]
|
||||
assert categorization.category_for_mcc(db, space_id=space.id, code=5999).id == custom.id
|
||||
custom.archived = True
|
||||
assert categorization.category_for_mcc(db, space_id=space.id, code=5999).id == others.id
|
||||
custom.archived = False
|
||||
with pytest.raises(AppError) as exc:
|
||||
categorization.set_category_mcc_codes(
|
||||
db, space_id=space.id, category_id=custom.id, codes=[5411]
|
||||
)
|
||||
assert exc.value.code == "CATEGORY_MCC_TAKEN"
|
||||
|
||||
|
||||
def test_copy_previous_month_clamps_expected_day(db: Session) -> None:
|
||||
from app.budgeting.service import add_expected_income
|
||||
|
||||
|
||||
@@ -167,7 +167,8 @@ def test_adjustment_on_regular_account_keeps_pool_and_totals(db: Session) -> Non
|
||||
# The adjustment reconciles the account but never enters the budget pool.
|
||||
assert state["pool"] == 300_000
|
||||
assert state["uncategorized_expenses"] == 0
|
||||
assert state["monthly_categories"] == []
|
||||
assert len(state["monthly_categories"]) == 21
|
||||
assert all(row["spent"] == 0 for row in state["monthly_categories"])
|
||||
|
||||
|
||||
def test_savings_envelope_available_uses_month_end_balance(db: Session) -> None:
|
||||
|
||||
@@ -71,6 +71,53 @@ def test_space_has_protected_savings_pair(client: TestClient) -> None:
|
||||
assert delete_response.status_code == 409
|
||||
|
||||
|
||||
def test_categories_expose_and_update_multiple_mcc_codes(client: TestClient) -> None:
|
||||
csrf = bootstrap(client)
|
||||
definitions = client.get("/api/v1/budget/category-definitions").json()
|
||||
groceries = next(item for item in definitions if item["systemKey"] == "groceries")
|
||||
assert {5411, 5422}.issubset(groceries["mccCodes"])
|
||||
assert any(item["systemKey"] == "others" for item in definitions)
|
||||
|
||||
created = client.post(
|
||||
"/api/v1/budget/categories",
|
||||
headers={"X-CSRF-Token": csrf},
|
||||
json={"name": "Shops", "kind": "monthly", "mccCodes": [5999, 5994]},
|
||||
)
|
||||
assert created.status_code == 201, created.text
|
||||
assert created.json()["mccCodes"] == [5994, 5999]
|
||||
category_id = created.json()["id"]
|
||||
|
||||
updated = client.patch(
|
||||
f"/api/v1/budget/category-definitions/{category_id}",
|
||||
headers={"X-CSRF-Token": csrf},
|
||||
json={"mccCodes": [5999]},
|
||||
)
|
||||
assert updated.status_code == 200, updated.text
|
||||
assert updated.json()["mccCodes"] == [5999]
|
||||
|
||||
taken = client.patch(
|
||||
f"/api/v1/budget/category-definitions/{category_id}",
|
||||
headers={"X-CSRF-Token": csrf},
|
||||
json={"mccCodes": [5411]},
|
||||
)
|
||||
assert taken.status_code == 409
|
||||
assert taken.json()["error"]["code"] == "CATEGORY_MCC_TAKEN"
|
||||
|
||||
released = client.patch(
|
||||
f"/api/v1/budget/category-definitions/{groceries['id']}",
|
||||
headers={"X-CSRF-Token": csrf},
|
||||
json={"mccCodes": [code for code in groceries["mccCodes"] if code != 5411]},
|
||||
)
|
||||
assert released.status_code == 200, released.text
|
||||
remapped = client.patch(
|
||||
f"/api/v1/budget/category-definitions/{category_id}",
|
||||
headers={"X-CSRF-Token": csrf},
|
||||
json={"mccCodes": [5411, 5999]},
|
||||
)
|
||||
assert remapped.status_code == 200, remapped.text
|
||||
assert remapped.json()["mccCodes"] == [5411, 5999]
|
||||
|
||||
|
||||
def test_category_lifecycle_create_rename_archive_restore(client: TestClient) -> None:
|
||||
csrf = bootstrap(client)
|
||||
created = client.post(
|
||||
@@ -163,9 +210,7 @@ def test_adjust_and_savings_conversion_http_contracts(client: TestClient) -> Non
|
||||
"occurredOn": "2026-09-10",
|
||||
"reason": "Statement reconciliation",
|
||||
}
|
||||
denied = client.post(
|
||||
f"/api/v1/accounts/{account_id}/adjust-balance", json=adjustment_body
|
||||
)
|
||||
denied = client.post(f"/api/v1/accounts/{account_id}/adjust-balance", json=adjustment_body)
|
||||
assert denied.status_code == 403
|
||||
adjusted = client.post(
|
||||
f"/api/v1/accounts/{account_id}/adjust-balance",
|
||||
|
||||
@@ -1,12 +1,19 @@
|
||||
import uuid
|
||||
from datetime import date
|
||||
from pathlib import Path
|
||||
from types import SimpleNamespace
|
||||
|
||||
import pytest
|
||||
import sqlalchemy as sa
|
||||
from alembic.config import Config
|
||||
from alembic.migration import MigrationContext
|
||||
from alembic.operations import Operations
|
||||
from fastapi.testclient import TestClient
|
||||
from sqlalchemy import create_engine
|
||||
from sqlalchemy.exc import IntegrityError
|
||||
from sqlalchemy.orm import Session
|
||||
|
||||
from alembic import command
|
||||
from app.budgeting.service import close_period, compute_period_state, get_or_create_period
|
||||
from app.errors import AppError
|
||||
from app.identity.models import User
|
||||
@@ -200,20 +207,8 @@ def test_unresolved_hold_blocks_only_its_occurred_month(db: Session) -> None:
|
||||
)
|
||||
|
||||
|
||||
def test_discard_as_cancelled_requires_reason_and_unblocks_month(db: Session) -> None:
|
||||
def test_discard_as_cancelled_without_reason_unblocks_month(db: Session) -> None:
|
||||
user, space, _account, document, hold = hold_document(db)
|
||||
with pytest.raises(AppError) as exc:
|
||||
service.resolve_hold(
|
||||
db,
|
||||
space_id=space.id,
|
||||
document_id=document.id,
|
||||
source_record_id=hold.id,
|
||||
user=user,
|
||||
action="discard_as_cancelled",
|
||||
reason=" ",
|
||||
)
|
||||
assert exc.value.code == "IMPORT_HOLD_REASON_REQUIRED"
|
||||
assert db.query(HoldResolution).count() == 0
|
||||
resolution = service.resolve_hold(
|
||||
db,
|
||||
space_id=space.id,
|
||||
@@ -221,7 +216,6 @@ def test_discard_as_cancelled_requires_reason_and_unblocks_month(db: Session) ->
|
||||
source_record_id=hold.id,
|
||||
user=user,
|
||||
action="discard_as_cancelled",
|
||||
reason="Cancelled by the bank",
|
||||
)
|
||||
db.flush()
|
||||
assert resolution.resolution == "discarded_as_cancelled"
|
||||
@@ -230,7 +224,7 @@ def test_discard_as_cancelled_requires_reason_and_unblocks_month(db: Session) ->
|
||||
assert db.query(Operation).filter_by(space_id=space.id).count() == 0
|
||||
detail = service.document_detail(db, space_id=space.id, document_id=document.id)
|
||||
hold_row = next(item for item in detail["records"] if item["id"] == hold.id)
|
||||
assert hold_row["hold_resolution"]["reason"] == "Cancelled by the bank"
|
||||
assert hold_row["hold_resolution"]["reason"] is None
|
||||
april = get_or_create_period(db, space_id=space.id, year=2026, month=4)
|
||||
close_period(db, space_id=space.id, user=user, period=april)
|
||||
may = get_or_create_period(db, space_id=space.id, year=2026, month=5)
|
||||
@@ -238,21 +232,20 @@ def test_discard_as_cancelled_requires_reason_and_unblocks_month(db: Session) ->
|
||||
assert may.status == "closed"
|
||||
|
||||
|
||||
def test_confirm_as_posted_requires_reason(db: Session) -> None:
|
||||
def test_confirm_as_posted_accepts_blank_reason(db: Session) -> None:
|
||||
user, space, _account, document, hold = hold_document(db)
|
||||
for reason in (None, ""):
|
||||
with pytest.raises(AppError) as exc:
|
||||
service.resolve_hold(
|
||||
db,
|
||||
space_id=space.id,
|
||||
document_id=document.id,
|
||||
source_record_id=hold.id,
|
||||
user=user,
|
||||
action="confirm_as_posted",
|
||||
reason=reason,
|
||||
)
|
||||
assert exc.value.code == "IMPORT_HOLD_REASON_REQUIRED"
|
||||
assert db.query(HoldResolution).count() == 0
|
||||
resolution = service.resolve_hold(
|
||||
db,
|
||||
space_id=space.id,
|
||||
document_id=document.id,
|
||||
source_record_id=hold.id,
|
||||
user=user,
|
||||
action="confirm_as_posted",
|
||||
reason=" ",
|
||||
)
|
||||
db.flush()
|
||||
assert resolution.reason is None
|
||||
assert resolution.operation_id is not None
|
||||
|
||||
|
||||
def test_hold_cannot_be_resolved_before_document_confirmation(db: Session) -> None:
|
||||
@@ -736,7 +729,7 @@ def test_hold_resolution_rejects_unknown_kind(db: Session) -> None:
|
||||
db.rollback()
|
||||
|
||||
|
||||
def test_manual_resolution_requires_reason_at_database_level(db: Session) -> None:
|
||||
def test_manual_resolution_accepts_no_reason_at_database_level(db: Session) -> None:
|
||||
_user, space, _account, _document, hold = hold_document(db)
|
||||
db.add(
|
||||
HoldResolution(
|
||||
@@ -746,8 +739,8 @@ def test_manual_resolution_requires_reason_at_database_level(db: Session) -> Non
|
||||
reason=None,
|
||||
)
|
||||
)
|
||||
with pytest.raises(IntegrityError):
|
||||
db.flush()
|
||||
db.flush()
|
||||
assert db.query(HoldResolution).filter_by(hold_source_record_id=hold.id).one().reason is None
|
||||
db.rollback()
|
||||
_user, space, _account, _document, hold = hold_document(db)
|
||||
db.add(
|
||||
@@ -761,6 +754,49 @@ def test_manual_resolution_requires_reason_at_database_level(db: Session) -> Non
|
||||
db.flush()
|
||||
|
||||
|
||||
def test_upgrade_drops_legacy_manual_reason_constraint(tmp_path: Path, monkeypatch) -> None:
|
||||
from app.config import get_settings
|
||||
|
||||
database_url = f"sqlite:///{tmp_path / 'hold-reason.db'}"
|
||||
monkeypatch.setenv("DATABASE_URL", database_url)
|
||||
get_settings.cache_clear()
|
||||
config = Config(str(Path(__file__).parents[1] / "alembic.ini"))
|
||||
config.set_main_option("script_location", str(Path(__file__).parents[1] / "alembic"))
|
||||
try:
|
||||
command.upgrade(config, "0003")
|
||||
engine = create_engine(database_url)
|
||||
try:
|
||||
with engine.begin() as connection:
|
||||
operations = Operations(MigrationContext.configure(connection))
|
||||
with operations.batch_alter_table("hold_resolutions") as batch_op:
|
||||
batch_op.create_check_constraint(
|
||||
"ck_hold_resolutions_manual_reason_required",
|
||||
"NOT (resolution IN ('confirmed_as_posted', 'discarded_as_cancelled') "
|
||||
"AND (reason IS NULL OR reason = ''))",
|
||||
)
|
||||
|
||||
command.upgrade(config, "0005")
|
||||
constraints = sa.inspect(engine).get_check_constraints("hold_resolutions")
|
||||
assert not any(
|
||||
(constraint.get("name") or "").endswith("manual_reason_required")
|
||||
for constraint in constraints
|
||||
)
|
||||
with Session(engine) as db:
|
||||
db.add(
|
||||
HoldResolution(
|
||||
space_id=uuid.uuid4(),
|
||||
hold_source_record_id=uuid.uuid4(),
|
||||
resolution="discarded_as_cancelled",
|
||||
reason=None,
|
||||
)
|
||||
)
|
||||
db.flush()
|
||||
finally:
|
||||
engine.dispose()
|
||||
finally:
|
||||
get_settings.cache_clear()
|
||||
|
||||
|
||||
def _draft(rows, *, opening=1_000, closing=1_200, **declared):
|
||||
return SimpleNamespace(
|
||||
currency="RUB",
|
||||
@@ -920,6 +956,7 @@ def test_resolve_endpoint_requires_csrf_and_resolves_hold(client: TestClient, db
|
||||
space = SimpleNamespace(id=space_id)
|
||||
document, run = make_document(db, space, account, user=user)
|
||||
hold = add_record(db, document, run, bank_status="hold")
|
||||
hold.mcc = 5411
|
||||
service.confirm_document(db, space_id=space_id, document_id=document.id, user=user)
|
||||
db.commit()
|
||||
|
||||
@@ -932,14 +969,17 @@ def test_resolve_endpoint_requires_csrf_and_resolves_hold(client: TestClient, db
|
||||
resolved = client.post(
|
||||
f"/api/v1/imports/{document.id}/rows/{hold.id}/resolve",
|
||||
headers={"X-CSRF-Token": csrf},
|
||||
json={"action": "confirm_as_posted", "reason": "Checked in the bank app"},
|
||||
json={"action": "confirm_as_posted"},
|
||||
)
|
||||
assert resolved.status_code == 200, resolved.text
|
||||
rows = resolved.json()["rows"]
|
||||
row = next(item for item in rows if item["id"] == str(hold.id))
|
||||
assert row["bankStatus"] == "hold"
|
||||
assert row["mcc"] == 5411
|
||||
assert row["mccName"] == "Продуктовые магазины и супермаркеты"
|
||||
assert row["holdResolution"]["resolution"] == "confirmed_as_posted"
|
||||
assert row["holdResolution"]["reason"] == "Checked in the bank app"
|
||||
assert row["holdResolution"]["reason"] is None
|
||||
assert row["holdResolution"]["operationId"] is not None
|
||||
operations = db.query(Operation).filter_by(space_id=space_id).all()
|
||||
assert len(operations) == 1
|
||||
assert operations[0].category_id is not None
|
||||
|
||||
@@ -18,7 +18,7 @@ from app.imports.models import (
|
||||
SourceRecordLink,
|
||||
StatementDocument,
|
||||
)
|
||||
from app.ledger.models import Operation
|
||||
from app.ledger.models import Category, Operation
|
||||
from app.ledger.service import create_account
|
||||
from app.spaces.service import create_space
|
||||
|
||||
@@ -93,6 +93,45 @@ def test_confirm_and_revert_are_idempotent(db: Session) -> None:
|
||||
assert db.query(SourceRecordLink).filter_by(space_id=space.id).count() == 0
|
||||
|
||||
|
||||
def test_import_review_and_confirmation_do_not_require_reason(db: Session) -> None:
|
||||
user, space, document = ready_document(db)
|
||||
document.status = "review_required"
|
||||
document.reconciliation = {"full": False, "matched": None}
|
||||
service.set_review_confirmation(
|
||||
db,
|
||||
space_id=space.id,
|
||||
document_id=document.id,
|
||||
account_id=document.account_id,
|
||||
confirmed_without_full_reconciliation=True,
|
||||
)
|
||||
assert document.reconciliation["reason"] is None
|
||||
service.confirm_document(db, space_id=space.id, document_id=document.id, user=user)
|
||||
assert document.status == "confirmed"
|
||||
|
||||
|
||||
@pytest.mark.parametrize(
|
||||
("code", "system_key", "label"),
|
||||
[
|
||||
(5411, "groceries", "Продуктовые магазины и супермаркеты"),
|
||||
(5999, "others", "Прочие специализированные магазины"),
|
||||
(9999, "others", None),
|
||||
],
|
||||
)
|
||||
def test_import_mcc_assigns_default_category_and_label(
|
||||
db: Session, code: int, system_key: str, label: str | None
|
||||
) -> None:
|
||||
user, space, document = ready_document(db)
|
||||
source = db.query(SourceRecord).filter_by(document_id=document.id).one()
|
||||
source.mcc = code
|
||||
row = service.document_detail(db, space_id=space.id, document_id=document.id)["records"][0]
|
||||
assert row["mcc"] == code
|
||||
assert row["mcc_name"] == label
|
||||
|
||||
service.confirm_document(db, space_id=space.id, document_id=document.id, user=user)
|
||||
operation = db.query(Operation).filter_by(space_id=space.id).one()
|
||||
assert db.get(Category, operation.category_id).system_key == system_key
|
||||
|
||||
|
||||
def test_confirm_rejects_arithmetic_mismatch(db: Session) -> None:
|
||||
user, space, document = ready_document(db)
|
||||
document.reconciliation = {"full": True, "matched": False}
|
||||
@@ -222,9 +261,7 @@ def test_duplicate_candidate_can_reuse_unique_operation_without_client_id(db: Se
|
||||
def test_duplicate_candidates_ignore_rows_from_same_parse_run(db: Session) -> None:
|
||||
user, space, document = ready_document(db)
|
||||
service.confirm_document(db, space_id=space.id, document_id=document.id, user=user)
|
||||
first_source = (
|
||||
db.query(SourceRecord).filter_by(parse_run_id=document.active_parse_run_id).one()
|
||||
)
|
||||
first_source = db.query(SourceRecord).filter_by(parse_run_id=document.active_parse_run_id).one()
|
||||
existing_link = db.query(SourceRecordLink).filter_by(source_record_id=first_source.id).one()
|
||||
second_source = SourceRecord(
|
||||
space_id=first_source.space_id,
|
||||
|
||||
@@ -2,10 +2,11 @@ from datetime import date
|
||||
from pathlib import Path
|
||||
|
||||
from alembic.config import Config
|
||||
from sqlalchemy import create_engine
|
||||
from sqlalchemy import create_engine, inspect
|
||||
from sqlalchemy.orm import Session
|
||||
|
||||
from alembic import command
|
||||
from app.categorization.models import CategoryMcc
|
||||
from app.config import get_settings
|
||||
from app.identity.models import User
|
||||
from app.ledger.models import Account, Category
|
||||
@@ -13,7 +14,8 @@ from app.spaces.models import FinancialSpace, Membership
|
||||
|
||||
|
||||
def test_upgrade_backfills_one_pair_without_claiming_same_named_rows(
|
||||
tmp_path: Path, monkeypatch,
|
||||
tmp_path: Path,
|
||||
monkeypatch,
|
||||
) -> None:
|
||||
database_url = f"sqlite:///{tmp_path / 'migration.db'}"
|
||||
monkeypatch.setenv("DATABASE_URL", database_url)
|
||||
@@ -61,8 +63,37 @@ def test_upgrade_backfills_one_pair_without_claiming_same_named_rows(
|
||||
assert system_category[0].linked_account_id == system_account[0].id
|
||||
assert any(item.name == "Savings" and item.system_key is None for item in accounts)
|
||||
assert any(
|
||||
item.name_override == "Savings" and item.system_key is None
|
||||
item.name_override == "Savings" and item.system_key is None for item in categories
|
||||
)
|
||||
default_categories = {
|
||||
item.system_key: item
|
||||
for item in categories
|
||||
if item.system_key not in {None, "savings"}
|
||||
}
|
||||
assert len(default_categories) == 21
|
||||
assert "groceries" in default_categories and "others" in default_categories
|
||||
assert (
|
||||
db.query(CategoryMcc)
|
||||
.filter_by(
|
||||
space_id=space_id,
|
||||
category_id=default_categories["groceries"].id,
|
||||
mcc_code=5411,
|
||||
)
|
||||
.count()
|
||||
== 1
|
||||
)
|
||||
|
||||
command.downgrade(config, "0003")
|
||||
schema = inspect(engine)
|
||||
assert schema.has_table("mcc_codes")
|
||||
assert schema.has_table("bank_category_mappings")
|
||||
assert not schema.has_table("category_mcc_codes")
|
||||
with Session(engine) as db:
|
||||
assert (
|
||||
db.query(Category)
|
||||
.filter(Category.space_id == space_id, Category.system_key == "groceries")
|
||||
.count()
|
||||
== 0
|
||||
)
|
||||
finally:
|
||||
get_settings.cache_clear()
|
||||
|
||||
Generated
+83
-174
@@ -103,69 +103,6 @@ wheels = [
|
||||
{ url = "https://files.pythonhosted.org/packages/a9/d1/095d95eaf2ed1d9f77268cf3291bde148c6cd56121f8db2c74c1ba618a0e/argon2_cffi_bindings-26.1.0-cp314-cp314t-win_arm64.whl", hash = "sha256:6ab674f668d5962a3a4136ae0812519b0f1586874263723a32181d60d64137e1", size = 25378, upload-time = "2026-08-20T07:33:04.332Z" },
|
||||
]
|
||||
|
||||
[[package]]
|
||||
name = "ast-serialize"
|
||||
version = "0.11.1"
|
||||
source = { registry = "https://pypi.org/simple" }
|
||||
sdist = { url = "https://files.pythonhosted.org/packages/4e/a2/04a9383e7512c91c54b2f34b3ff86dc7d2610506f588c2bda36e952a68f7/ast_serialize-0.11.1.tar.gz", hash = "sha256:cc5db2983805f6be786488aac8c5998d5b71965488d1b18c44d435a2205a5cb4", size = 953785, upload-time = "2026-09-09T16:05:27.851Z" }
|
||||
wheels = [
|
||||
{ url = "https://files.pythonhosted.org/packages/e2/cb/3577c66278e4ea4ff6968aee04327447335ecfc58c76123f68cf7f76d75e/ast_serialize-0.11.1-cp314-cp314-pyemscripten_2026_0_wasm32.whl", hash = "sha256:f7ca1557553fdab313999ad69156de154ff87152cae963698be2e765164bb6c0", size = 897021, upload-time = "2026-09-09T16:03:59.316Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/47/db/9b4eed53ab0bb63653f56ef71062fa91693c8c26b0b648c58d98365c990c/ast_serialize-0.11.1-cp314-cp314t-macosx_10_12_x86_64.whl", hash = "sha256:8b54e44763a851c336ca137c60a2434511f0d155e0b924ef374bfbc8d8db8927", size = 1235148, upload-time = "2026-09-09T16:04:01.201Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/fd/97/1ebe323015c3cf530f08e88df9929bfd9f5cf8165842bd4b37a7c958565c/ast_serialize-0.11.1-cp314-cp314t-macosx_11_0_arm64.whl", hash = "sha256:753afabcc4abf295f515ea33185cf997a1990b88a29d3a3336a9acf62ea85950", size = 1216082, upload-time = "2026-09-09T16:04:02.87Z" },
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||||
{ url = "https://files.pythonhosted.org/packages/ac/72/0d3a368edc2d1e0e188c0d3f23821f4e20a6a2291b23d9df482a6b11277f/ast_serialize-0.11.1-cp314-cp314t-manylinux_2_17_aarch64.manylinux2014_aarch64.whl", hash = "sha256:98b8aba6bb682b9e8859c628382b4881c0600b28056d63c3168c227c449f3284", size = 1282848, upload-time = "2026-09-09T16:04:04.316Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/9c/fb/2a546a57d7caa708d739c1747bbdf45cc3aa9dac9407a11d9d67e8a0e255/ast_serialize-0.11.1-cp314-cp314t-manylinux_2_17_armv7l.manylinux2014_armv7l.whl", hash = "sha256:651a7890558896c3e08089e51ab3b3a43710eab15b72ad861c400bc9a51923ba", size = 1285337, upload-time = "2026-09-09T16:04:05.899Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/bf/16/4ff4179584f8b8bec348787bf721cb7ce3d4c707c7878778065249b59b9a/ast_serialize-0.11.1-cp314-cp314t-manylinux_2_17_ppc64le.manylinux2014_ppc64le.whl", hash = "sha256:ff8ddc1453bfe7934292409c7b8e9f68b0a6cff4e4c12535e4b4a66fd83aca0c", size = 1554906, upload-time = "2026-09-09T16:04:07.42Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/df/e8/e54a54676ca8965e1ae3cfe065dc26c75158e0b3a3ce35af283da106fbf9/ast_serialize-0.11.1-cp314-cp314t-manylinux_2_17_s390x.manylinux2014_s390x.whl", hash = "sha256:daec16b026c5741950a00c708acdf698c4f17babbe4829dd8232324822e9514f", size = 1301472, upload-time = "2026-09-09T16:04:08.782Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/e0/ab/618835a2479868a0d4ac807dd04cf2f89d24afe22c4171538d9779c2772e/ast_serialize-0.11.1-cp314-cp314t-manylinux_2_17_x86_64.manylinux2014_x86_64.whl", hash = "sha256:9961abcb93bf03652ab09c00862a2396abacd57551c769ad34490a2ae508a61d", size = 1301293, upload-time = "2026-09-09T16:04:10.17Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/61/cb/8acc29a1b279ccdfb30dcbdf099e1d8d34c4ee77be9be751c48061433129/ast_serialize-0.11.1-cp314-cp314t-manylinux_2_31_riscv64.whl", hash = "sha256:8ca9e48edf246f09fd9bdb64fbd9cd8d18cd2a69ffc24d44891466e17595094f", size = 1307807, upload-time = "2026-09-09T16:04:11.989Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/da/74/bada875132f452cb5c1179e3156df43cee6df6cb51f773220688be3d4bb4/ast_serialize-0.11.1-cp314-cp314t-manylinux_2_5_i686.manylinux1_i686.whl", hash = "sha256:6a57e0e025e9dcee48e466b3cf909178e298d238148664e796fc0f60ded5e52e", size = 1356265, upload-time = "2026-09-09T16:04:13.429Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/4f/ae/720a8042fc8c1d170f4cc7ed46295ef078f8198ed3476f58210a1e675e0c/ast_serialize-0.11.1-cp314-cp314t-musllinux_1_2_aarch64.whl", hash = "sha256:110386eebccf200446d5f4dcc215f80866a5d3d3d054d3ced6ec1bf386cd3f02", size = 1459957, upload-time = "2026-09-09T16:04:14.878Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/7d/2c/ce2ff1ffd4d70376073393c154033728c8535c17211b7710fee7b0f04474/ast_serialize-0.11.1-cp314-cp314t-musllinux_1_2_armv7l.whl", hash = "sha256:ef3950747f3a588f692cf4d6f2937eedd1a2d5e199f863af29e8ec7da78a4f36", size = 1562369, upload-time = "2026-09-09T16:04:16.563Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/fd/3e/d7a5dd5f609bd0bac45617ce9425e4bd1e369b998c8678edfd70c985408c/ast_serialize-0.11.1-cp314-cp314t-musllinux_1_2_i686.whl", hash = "sha256:0bc94b81878a3f999fe4cdb606bf00ef7dff6b4f66d0e089b2cf7bfc00d59beb", size = 1556466, upload-time = "2026-09-09T16:04:18.396Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/99/cd/a45179802a8637f2be252163ec4e4948534fa8d88798dd391c9cc54e096e/ast_serialize-0.11.1-cp314-cp314t-musllinux_1_2_ppc64le.whl", hash = "sha256:341dfc9e6b4e47e5c37e1b7257a77d39f407cf49a371ee90225ab624c2fe8b36", size = 1687190, upload-time = "2026-09-09T16:04:19.965Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/01/eb/ef206d764ec0554368501b8b5268f5468819dc0588815acb0575465643df/ast_serialize-0.11.1-cp314-cp314t-musllinux_1_2_riscv64.whl", hash = "sha256:7b524cb1b08e15db0f116075c39ab51674b6d3c8103ec1a59c8ca464be83e28a", size = 1481188, upload-time = "2026-09-09T16:04:21.368Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/8b/37/9a724c523af7c8b97a659bf4dc28a8e60f97d0cf4d19be277db4067ca734/ast_serialize-0.11.1-cp314-cp314t-musllinux_1_2_x86_64.whl", hash = "sha256:5c2358b341aca08bd2e1005713bc480bc06eee9f345b67fcb826829aa7b8d0d3", size = 1500731, upload-time = "2026-09-09T16:04:22.905Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/48/10/890d5fcaf568088de7989e8cdb4ca525f485bd6cb25eea49d45f017500af/ast_serialize-0.11.1-cp314-cp314t-win32.whl", hash = "sha256:b9e61143a5904f46daa0cde74ba60d3b7c0e3e000752ee138e2bc68e126a5803", size = 1119009, upload-time = "2026-09-09T16:04:24.469Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/9d/61/2bd32bd16b5e2ee07badc8c32a73c545dc5a9f087ed19c07eee1243d5a1b/ast_serialize-0.11.1-cp314-cp314t-win_amd64.whl", hash = "sha256:31df8649761d5cb6eb0de2209bd4a167c7477c0516147c70c0b2f5bddc7839bb", size = 1155665, upload-time = "2026-09-09T16:04:26.638Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/5e/b6/84bb5e1dc418e660524b873c5bac9be2bf13d38676c96feef4cd4e7d03f3/ast_serialize-0.11.1-cp314-cp314t-win_arm64.whl", hash = "sha256:2f8f33e416a4c7aad12ad757e895c676e953b4027b80b90718dccea83d45111a", size = 1131854, upload-time = "2026-09-09T16:04:28.099Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/8c/dd/16de2c0d23a6b298c735d4e4b56d86fa70476eef98e2c66ceaa65503b62f/ast_serialize-0.11.1-cp315-abi3.abi3t-macosx_10_12_x86_64.whl", hash = "sha256:a015ede631eeb098a23de8ec0cfe11a1dd02159ab7a26bdc7c6bde2befbbc7b4", size = 1235495, upload-time = "2026-09-09T16:04:29.654Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/27/f7/302d2251e6298bbeabc8a1815c9147127031517b305001a02f34fd46b6b5/ast_serialize-0.11.1-cp315-abi3.abi3t-macosx_11_0_arm64.whl", hash = "sha256:57b7d52d1f5c92905cd648bda9efc83cac33097de1e5bb68de8feca9b5f7e87a", size = 1215642, upload-time = "2026-09-09T16:04:31.186Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/93/06/93b6527646613502f364cebfb23783fa6701cdbe90761ee26144f1fa20b9/ast_serialize-0.11.1-cp315-abi3.abi3t-manylinux_2_17_aarch64.manylinux2014_aarch64.whl", hash = "sha256:e47b9b028efbc0486263a49f782ad0ae3e879855fe5a2897b59feefb78e1c40c", size = 1283526, upload-time = "2026-09-09T16:04:32.597Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/2f/ac/ffb216262c9a582d039d846081b8c3017dc368cbed5a2520deca5cb7f8cb/ast_serialize-0.11.1-cp315-abi3.abi3t-manylinux_2_17_armv7l.manylinux2014_armv7l.whl", hash = "sha256:00adb748034c7b1938ec56925f9f6230ffcd9c56d47355fe32485df29b90b977", size = 1287526, upload-time = "2026-09-09T16:04:34.214Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/a2/06/19a4c4837c4d5e73b982938d6da3c9ae10513b61527575b3e1b8396f9298/ast_serialize-0.11.1-cp315-abi3.abi3t-manylinux_2_17_ppc64le.manylinux2014_ppc64le.whl", hash = "sha256:82359d00ea808c260c327e43955c0190bb7baef152a01ae0b5c74d05387b9552", size = 1558354, upload-time = "2026-09-09T16:04:35.669Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/e5/29/2373199907b2d97feed176115308dfb3dd0446566b047009828f266d2d66/ast_serialize-0.11.1-cp315-abi3.abi3t-manylinux_2_17_s390x.manylinux2014_s390x.whl", hash = "sha256:f35bb9ddeed4008c7d3e272dd1999885d712e1ce623b0a65ba8a8ed1d51c35cf", size = 1302731, upload-time = "2026-09-09T16:04:37.423Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/33/55/ab6805a1457dbe565c84f8d36e2aa4207ef22408adfd01d225823cd07484/ast_serialize-0.11.1-cp315-abi3.abi3t-manylinux_2_17_x86_64.manylinux2014_x86_64.whl", hash = "sha256:74093ed682ba58456f0d4450da7fb62b826fddd97824d44fc4a81ca6e0bf9e23", size = 1301594, upload-time = "2026-09-09T16:04:38.861Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/52/e2/4f54eab2201bb420d39bf61423abcb5d4daffd28e2270e1c5eee2bf3c0f1/ast_serialize-0.11.1-cp315-abi3.abi3t-manylinux_2_31_riscv64.whl", hash = "sha256:4dd7218870c203eff4533cfc04a39f29077d6789b20f5b746e7648fe5762a548", size = 1309355, upload-time = "2026-09-09T16:04:40.543Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/10/07/755dd98664e2374080b72ccb5fea63d9f11b4bec2409a05b2a4ebc97618d/ast_serialize-0.11.1-cp315-abi3.abi3t-manylinux_2_5_i686.manylinux1_i686.whl", hash = "sha256:1e8d20700766171a8a17f89cf53d7bd9712c509460d28a51f7f98340577b78aa", size = 1356645, upload-time = "2026-09-09T16:04:42.299Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/34/a0/fadbde3e108064236e2679728ce6d8247aefc81bac5fd82505b59cf69172/ast_serialize-0.11.1-cp315-abi3.abi3t-musllinux_1_2_aarch64.whl", hash = "sha256:20b3371c0403099cd55d59f4bcedb6d3994d9db3fa41711c648760a89ef2a575", size = 1459696, upload-time = "2026-09-09T16:04:44.069Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/02/fd/b4f95249bd895368ea8290668e27d1f0a5c4ad888bd72a34c7beb2a500d6/ast_serialize-0.11.1-cp315-abi3.abi3t-musllinux_1_2_armv7l.whl", hash = "sha256:cc1a78b913f8665dda145999b1b4805ad2ef442ecbe3b819512cf7f95e70498a", size = 1562517, upload-time = "2026-09-09T16:04:45.461Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/68/98/6afac594380410710d9d863b9ef41e9c6ca89bd901bda1464ee9e99180a8/ast_serialize-0.11.1-cp315-abi3.abi3t-musllinux_1_2_i686.whl", hash = "sha256:38f7141881e783bccc362d201d7fd7437934216b669b9fef39febc2f63fd2d9b", size = 1556951, upload-time = "2026-09-09T16:04:47.12Z" },
|
||||
{ url = "https://files.pythonhosted.org/packages/ae/6f/5a81b5cbf1731f4722bc90adf4b4ace7dda69ca29837844147063aeafb22/ast_serialize-0.11.1-cp315-abi3.abi3t-musllinux_1_2_ppc64le.whl", hash = "sha256:13903a3f212ab9e5d05a6c3f2337288f4f8f4c18e6ab3817417ae7a3d46dee14", size = 1691039, upload-time = "2026-09-09T16:04:48.691Z" },
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||||
{ url = "https://files.pythonhosted.org/packages/99/eb/d9b903206cbd6d5143838367d385fa88ec49eaae2cc12f284327c6e0af05/ast_serialize-0.11.1-cp315-abi3.abi3t-musllinux_1_2_riscv64.whl", hash = "sha256:e5a9c53e64732118ae8235d0e57eb90e2333e90ff749a1a7dca6f8bfdfa5200e", size = 1483297, upload-time = "2026-09-09T16:04:50.136Z" },
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||||
{ url = "https://files.pythonhosted.org/packages/ed/48/ee13b4079ec67e9b333a87e5bb8eee643ab1b49f7173b3fca71158c6cdf6/ast_serialize-0.11.1-cp315-abi3.abi3t-musllinux_1_2_x86_64.whl", hash = "sha256:aecb606f67f21fd1c0ffba1826470d2ee400e41b23881ad9a1b2157306865b1a", size = 1501686, upload-time = "2026-09-09T16:04:51.734Z" },
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||||
{ url = "https://files.pythonhosted.org/packages/15/67/2175b79e1ee6b042e4bf8ed6871e60cafea7e9cf3fc69e87d7a9d520ae77/ast_serialize-0.11.1-cp315-abi3.abi3t-win32.whl", hash = "sha256:d1ef9c478d8c8ca83499704d13e5ac32c840ed7ca7884aaaf716166aca5a2806", size = 1119522, upload-time = "2026-09-09T16:04:53.248Z" },
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{ url = "https://files.pythonhosted.org/packages/f6/c3/8c96aa5f121e9bdda0346b2df3919185eb1ec9a2cce2d20e311b4575ca0b/ast_serialize-0.11.1-cp315-abi3.abi3t-win_amd64.whl", hash = "sha256:27eef0739e0110f5db1ff5dfa38b3dadfcb6f0c31975a2b412f9f2bd72139cea", size = 1157260, upload-time = "2026-09-09T16:04:54.944Z" },
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Reference in New Issue
Block a user