feat(notifications): Add support for transaction filter and notifications via Discord.

README.md

@@ -29,24 +29,48 @@ Having your bank data in a database, gives you the power to backup, analyze and
   - Sync all transactions with a SQLite or MongoDB database
   - Visualize and query transactions using NocoDB
   - Schedule regular syncs with the database using Ofelia
+  - Send notifications to Discrod when transactions match certain filters
 
 ## 🚀 Installation and Configuration
 
 In order to use `leggen`, you need to create a GoCardless account. GoCardless is a service that provides access to Open Banking APIs. You can create an account at https://gocardless.com/bank-account-data/.
 
-After creating an account and getting your API keys, the best way is to use the [compose file](docker-compose.yml). Open the file and adapt it to your needs. Then run the following command:
+After creating an account and getting your API keys, the best way is to use the [compose file](docker-compose.yml). Open the file and adapt it to your needs.
+
+### Example Configuration
+
+Create a configuration file at with the following content:
+
+```toml
+[gocardless]
+key = "your-api-key"
+secret = "your-secret-key"
+url = "https://bankaccountdata.gocardless.com/api/v2"
+
+[database]
+sqlite = true
+
+[notifications.discord]
+webhook = "https://discord.com/api/webhooks/..."
+
+[filters]
+enabled = true
+
+[filters.case-insensitive]
+filter1 = "company-name"
+```
+
+### Running Leggen with Docker
+
+After adapting the compose file, run the following command:
 
 ```bash
 $ docker compose up -d
 ```
 
-The leggen container will exit, this is expected. Now you can run the following command to create the configuration file:
+The leggen container will exit, this is expected since you didn't connect any bank accounts yet.
 
-```bash
-$ docker compose run leggen init
-```
-
-Now you need to connect your bank accounts. Run the following command and follow the instructions:
+Run the following command and follow the instructions:
 
 ```bash
 $ docker compose run leggen bank add
@@ -67,15 +91,17 @@ Usage: leggen [OPTIONS] COMMAND [ARGS]...
   Leggen: An Open Banking CLI
 
 Options:
-  --version   Show the version and exit.
-  -h, --help  Show this message and exit.
+  --version          Show the version and exit.
+  -c, --config FILE  Path to TOML configuration file
+                      [env var: LEGGEN_CONFIG_FILE;
+                       default: ~/.config/leggen/config.toml]
+  -h, --help         Show this message and exit.
 
 Command Groups:
   bank  Manage banks connections
 
 Commands:
   balances      List balances of all connected accounts
-  init          Create configuration file
   status        List all connected banks and their status
   sync          Sync all transactions with database
   transactions  List transactions

docker-compose.yml

@@ -6,13 +6,8 @@ services:
     image: elisiariocouto/leggen:latest
     command: sync
     restart: "no"
-    environment:
-      LEGGEN_GC_API_KEY: "changeme"
-      LEGGEN_GC_API_SECRET: "changeme"
-      # Uncomment the following lines if you use MongoDB
-      # LEGGEN_MONGO_URI: "mongodb://leggen:changeme@mongo:27017/leggen"
     volumes:
-      - "./leggen:/root/.config/leggen"
+      - "./leggen:/root/.config/leggen" # Default configuration file should be in this directory, named `config.toml`
       - "./db:/app"
 
   nocodb:

leggen/commands/init.py

@@ -1,72 +0,0 @@
-import click
-
-from leggen.main import cli
-from leggen.utils.auth import get_token
-from leggen.utils.config import save_config
-
-
-@cli.command()
-@click.option(
-    "--api-key",
-    prompt=True,
-    help="GoCardless API Key",
-    envvar="LEGGEN_GC_API_KEY",
-    show_envvar=True,
-)
-@click.option(
-    "--api-secret",
-    prompt=True,
-    help="GoCardless API Secret",
-    hide_input=True,
-    envvar="LEGGEN_GC_API_SECRET",
-    show_envvar=True,
-)
-@click.option(
-    "--api-url",
-    default="https://bankaccountdata.gocardless.com/api/v2",
-    help="GoCardless API URL",
-    show_default=True,
-    envvar="LEGGEN_GC_API_URL",
-    show_envvar=True,
-)
-@click.option(
-    "--sqlite/--mongo",
-    prompt=True,
-    default=True,
-    help="Use SQLite or MongoDB",
-    show_default=True,
-)
-@click.option(
-    "--mongo-uri",
-    prompt=True,
-    help="MongoDB URI",
-    envvar="LEGGEN_MONGO_URI",
-    show_envvar=True,
-    default="mongodb://localhost:27017",
-)
-@click.pass_context
-def init(
-    ctx: click.Context,
-    api_key: str,
-    api_secret: str,
-    api_url: str,
-    sqlite: bool,
-    mongo_uri: str,
-):
-    """
-    Create configuration file
-    """
-    config = {
-        "api_key": api_key,
-        "api_secret": api_secret,
-        "api_url": api_url,
-        "sqlite": sqlite,
-        "mongo_uri": mongo_uri,
-    }
-
-    # Just make sure this API credentials are valid
-    # if so, it will save the token in the auth file
-    _ = get_token(config)
-
-    # Save the configuration
-    save_config(config)

leggen/commands/sync.py

@@ -92,7 +92,7 @@ def save_transactions(ctx: click.Context, account: str):
         }
         transactions.append(t)
 
-    sqlite = ctx.obj["sqlite"]
+    sqlite = ctx.obj.get("database", {}).get("sqlite", True)
     info(
         f"[{account}] Fetched {len(transactions)} transactions, saving to {'SQLite' if sqlite else 'MongoDB'}"
     )
@@ -119,5 +119,5 @@ def sync(ctx: click.Context):
     for account in accounts:
         try:
             save_transactions(ctx, account)
-        except Exception:
-            error(f"[{account}] Error: Sync failed, skipping account.")
+        except Exception as e:
+            error(f"[{account}] Error: Sync failed, skipping account, exception: {e}")

leggen/main.py

@@ -74,30 +74,33 @@ class Group(click.Group):
         return getattr(mod, name)
 
 
-@click.group(cls=Group, context_settings={"help_option_names": ["-h", "--help"]})
+@click.option(
+    "-c",
+    "--config",
+    type=click.Path(dir_okay=False),
+    default=click.get_app_dir("leggen") / Path("config.toml"),
+    show_default=True,
+    callback=load_config,
+    is_eager=True,
+    expose_value=False,
+    envvar="LEGGEN_CONFIG_FILE",
+    show_envvar=True,
+    help="Path to TOML configuration file",
+)
+@click.group(
+    cls=Group,
+    context_settings={"help_option_names": ["-h", "--help"]},
+)
 @click.version_option(package_name="leggen")
 @click.pass_context
 def cli(ctx: click.Context):
     """
     Leggen: An Open Banking CLI
     """
-    ctx.ensure_object(dict)
 
     # Do not require authentication when printing help messages
     if "--help" in sys.argv[1:] or "-h" in sys.argv[1:]:
         return
 
-    # or when running the init command
-    if ctx.invoked_subcommand == "init":
-        if (click.get_app_dir("leggen") / Path("config.json")).is_file():
-            click.confirm(
-                "Configuration file already exists. Do you want to overwrite it?",
-                abort=True,
-            )
-        return
-    config = load_config()
-    token = get_token(config)
-    ctx.obj["api_url"] = config["api_url"]
-    ctx.obj["sqlite"] = config["sqlite"]
-    ctx.obj["mongo_uri"] = config["mongo_uri"]
+    token = get_token(ctx)
     ctx.obj["headers"] = {"Authorization": f"Bearer {token}"}

leggen/notifications/discord.py

@@ -0,0 +1,30 @@
+import click
+from discord_webhook import DiscordEmbed, DiscordWebhook
+
+from leggen.utils.text import info
+
+
+def send_message(ctx: click.Context, transactions: list):
+    info(f"Got {len(transactions)} new transactions, sending message to Discord")
+    webhook = DiscordWebhook(url=ctx.obj["notifications"]["discord"]["webhook"])
+
+    embed = DiscordEmbed(
+        title="",
+        description=f"{len(transactions)} new transaction matches",
+        color="03b2f8",
+    )
+    embed.set_author(
+        name="Leggen",
+        url="https://github.com/elisiariocouto/leggen",
+    )
+    embed.set_footer(text="Case-insensitive filters")
+    embed.set_timestamp()
+    for transaction in transactions:
+        embed.add_embed_field(
+            name=transaction["name"],
+            value=f"{transaction['value']}{transaction['currency']} ({transaction['date']})",
+        )
+
+    webhook.add_embed(embed)
+    response = webhook.execute()
+    response.raise_for_status()

leggen/utils/auth.py

@@ -7,13 +7,16 @@ import requests
 from leggen.utils.text import warning
 
 
-def create_token(config: dict) -> str:
+def create_token(ctx: click.Context) -> str:
     """
     Create a new token
     """
     res = requests.post(
-        f"{config['api_url']}/token/new/",
-        json={"secret_id": config["api_key"], "secret_key": config["api_secret"]},
+        f"{ctx.obj['gocardless']['url']}/token/new/",
+        json={
+            "secret_id": ctx.obj["gocardless"]["key"],
+            "secret_key": ctx.obj["gocardless"]["secret"],
+        },
     )
     res.raise_for_status()
     auth = res.json()
@@ -21,7 +24,7 @@ def create_token(config: dict) -> str:
     return auth["access"]
 
 
-def get_token(config: dict) -> str:
+def get_token(ctx: click.Context) -> str:
     """
     Get the token from the auth file or request a new one
     """
@@ -30,10 +33,11 @@ def get_token(config: dict) -> str:
         with click.open_file(str(auth_file), "r") as f:
             auth = json.load(f)
         if not auth.get("access"):
-            return create_token(config)
+            return create_token(ctx)
 
         res = requests.post(
-            f"{config['api_url']}/token/refresh/", json={"refresh": auth["refresh"]}
+            f"{ctx.obj['gocardless']['url']}/token/refresh/",
+            json={"refresh": auth["refresh"]},
         )
         try:
             res.raise_for_status()
@@ -44,9 +48,9 @@ def get_token(config: dict) -> str:
             warning(
                 f"Token probably expired, requesting a new one.\nResponse: {res.status_code}\n{res.text}"
             )
-            return create_token(config)
+            return create_token(ctx)
     else:
-        return create_token(config)
+        return create_token(ctx)
 
 
 def save_auth(d: dict):

leggen/utils/config.py

@@ -1,29 +1,18 @@
-import json
 import sys
-from pathlib import Path
 
 import click
+import tomllib
 
-from leggen.utils.text import error, info
+from leggen.utils.text import error
 
 
-def save_config(d: dict):
-    Path.mkdir(Path(click.get_app_dir("leggen")), exist_ok=True)
-    config_file = click.get_app_dir("leggen") / Path("config.json")
-
-    with click.open_file(str(config_file), "w") as f:
-        json.dump(d, f)
-        info(f"Wrote configuration file at '{config_file}'")
-
-
-def load_config() -> dict:
-    config_file = click.get_app_dir("leggen") / Path("config.json")
+def load_config(ctx: click.Context, _, filename):
     try:
-        with click.open_file(str(config_file), "r") as f:
-            config = json.load(f)
-            return config
+        with click.open_file(str(filename), "rb") as f:
+            # TODO: Implement configuration file validation (use pydantic?)
+            ctx.obj = tomllib.load(f)
     except FileNotFoundError:
         error(
-            "Configuration file not found. Run `leggen init` to configure your account."
+            "Configuration file not found. Provide a valid configuration file path with leggen --config <path> or LEGGEN_CONFIG=<path> environment variable."
         )
         sys.exit(1)

leggen/utils/mongo.py

@@ -2,12 +2,13 @@ import click
 from pymongo import MongoClient
 from pymongo.errors import DuplicateKeyError
 
+from leggen.notifications.discord import send_message
 from leggen.utils.text import success, warning
 
 
 def save_transactions(ctx: click.Context, account: str, transactions: list):
     # Connect to MongoDB
-    mongo_uri = ctx.obj["mongo_uri"]
+    mongo_uri = ctx.obj.get("database", {}).get("mongodb", {}).get("uri")
     client = MongoClient(mongo_uri)
     db = client["leggen"]
     transactions_collection = db["transactions"]
@@ -19,14 +20,38 @@ def save_transactions(ctx: click.Context, account: str, transactions: list):
     new_transactions_count = 0
     duplicates_count = 0
 
+    notification_transactions = []
+    filters_case_insensitive = {}
+    if ctx.obj.get("filters", {}).get("enabled", False):
+        filters_case_insensitive = ctx.obj.get("filters", {}).get(
+            "case-insensitive", {}
+        )
+
     for transaction in transactions:
         try:
             transactions_collection.insert_one(transaction)
             new_transactions_count += 1
+
+            # Add transaction to the list of transactions to be sent as a notification
+            for _, v in filters_case_insensitive.items():
+                if v.lower() in transaction["description"].lower():
+                    notification_transactions.append(
+                        {
+                            "name": transaction["description"],
+                            "value": transaction["transactionValue"],
+                            "currency": transaction["transactionCurrency"],
+                            "date": transaction["transactionDate"],
+                        }
+                    )
+
         except DuplicateKeyError:
             # A transaction with the same ID already exists, skip insertion
             duplicates_count += 1
 
+    # Send a notification with the transactions that match the filters
+    if notification_transactions:
+        send_message(ctx, notification_transactions)
+
     success(f"[{account}] Inserted {new_transactions_count} new transactions")
     if duplicates_count:
         warning(f"[{account}] Skipped {duplicates_count} duplicate transactions")

leggen/utils/network.py

@@ -9,7 +9,7 @@ def get(ctx: click.Context, path: str, params: dict = {}):
     GET request to the GoCardless API
     """
 
-    url = f"{ctx.obj['api_url']}{path}"
+    url = f"{ctx.obj['gocardless']['url']}{path}"
     res = requests.get(url, headers=ctx.obj["headers"], params=params)
     try:
         res.raise_for_status()
@@ -24,7 +24,7 @@ def post(ctx: click.Context, path: str, data: dict = {}):
     POST request to the GoCardless API
     """
 
-    url = f"{ctx.obj['api_url']}{path}"
+    url = f"{ctx.obj['gocardless']['url']}{path}"
     res = requests.post(url, headers=ctx.obj["headers"], json=data)
     try:
         res.raise_for_status()
@@ -39,7 +39,7 @@ def put(ctx: click.Context, path: str, data: dict = {}):
     PUT request to the GoCardless API
     """
 
-    url = f"{ctx.obj['api_url']}{path}"
+    url = f"{ctx.obj['gocardless']['url']}{path}"
     res = requests.put(url, headers=ctx.obj["headers"], json=data)
     try:
         res.raise_for_status()
@@ -54,7 +54,7 @@ def delete(ctx: click.Context, path: str):
     DELETE request to the GoCardless API
     """
 
-    url = f"{ctx.obj['api_url']}{path}"
+    url = f"{ctx.obj['gocardless']['url']}{path}"
     res = requests.delete(url, headers=ctx.obj["headers"])
     try:
         res.raise_for_status()

leggen/utils/sqlite.py

@@ -4,6 +4,7 @@ from sqlite3 import IntegrityError
 
 import click
 
+from leggen.notifications.discord import send_message
 from leggen.utils.text import success, warning
 
 
@@ -48,6 +49,13 @@ def save_transactions(ctx: click.Context, account: str, transactions: list):
         rawTransaction
     ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)"""
 
+    notification_transactions = []
+    filters_case_insensitive = {}
+    if ctx.obj.get("filters", {}).get("enabled", False):
+        filters_case_insensitive = ctx.obj.get("filters", {}).get(
+            "case-insensitive", {}
+        )
+
     for transaction in transactions:
         try:
             cursor.execute(
@@ -65,8 +73,19 @@ def save_transactions(ctx: click.Context, account: str, transactions: list):
                     json.dumps(transaction["rawTransaction"]),
                 ),
             )
-
             new_transactions_count += 1
+
+            # Add transaction to the list of transactions to be sent as a notification
+            for _, v in filters_case_insensitive.items():
+                if v.lower() in transaction["description"].lower():
+                    notification_transactions.append(
+                        {
+                            "name": transaction["description"],
+                            "value": transaction["transactionValue"],
+                            "currency": transaction["transactionCurrency"],
+                            "date": transaction["transactionDate"],
+                        }
+                    )
         except IntegrityError:
             # A transaction with the same ID already exists, indicating a duplicate
             duplicates_count += 1
@@ -75,6 +94,10 @@ def save_transactions(ctx: click.Context, account: str, transactions: list):
     conn.commit()
     conn.close()
 
+    # Send a notification with the transactions that match the filters
+    if notification_transactions:
+        send_message(ctx, notification_transactions)
+
     success(f"[{account}] Inserted {new_transactions_count} new transactions")
     if duplicates_count:
         warning(f"[{account}] Skipped {duplicates_count} duplicate transactions")

poetry.lock

@@ -190,6 +190,23 @@ files = [
     {file = "colorama-0.4.6.tar.gz", hash = "sha256:08695f5cb7ed6e0531a20572697297273c47b8cae5a63ffc6d6ed5c201be6e44"},
 ]
 
+[[package]]
+name = "discord-webhook"
+version = "1.3.1"
+description = "Easily send Discord webhooks with Python"
+optional = false
+python-versions = ">=3.10,<4.0"
+files = [
+    {file = "discord_webhook-1.3.1-py3-none-any.whl", hash = "sha256:ede07028316de76d24eb811836e2b818b2017510da786777adcb0d5970e7af79"},
+    {file = "discord_webhook-1.3.1.tar.gz", hash = "sha256:ee3e0f3ea4f3dc8dc42be91f75b894a01624c6c13fea28e23ebcf9a6c9a304f7"},
+]
+
+[package.dependencies]
+requests = ">=2.28.1,<3.0.0"
+
+[package.extras]
+async = ["httpx (>=0.23.0,<0.24.0)"]
+
 [[package]]
 name = "distlib"
 version = "0.3.8"
@@ -643,4 +660,4 @@ dev = ["black (>=19.3b0)", "pytest (>=4.6.2)"]
 [metadata]
 lock-version = "2.0"
 python-versions = "^3.12"
-content-hash = "eab47ff7c7ac94755c2b2abd62783312b678d8825570d359c8419c54fbff822d"
+content-hash = "066efa29ad01e47892f68c061ebfc81eea6f8a541bb266ccef47011fdd4f5e89"

pyproject.toml

@@ -34,6 +34,7 @@ requests = "^2.31.0"
 loguru = "^0.7.2"
 tabulate = "^0.9.0"
 pymongo = "^4.6.1"
+discord-webhook = "^1.3.1"
 
 [tool.poetry.group.dev.dependencies]
 ruff = "^0.3.0"