Format transaction amounts on output

This might want to use the same YNAB CSV format as `convert`.

Cargo.lock

@@ -1963,7 +1963,7 @@ checksum = "1ffae5123b2d3fc086436f8834ae3ab053a283cfac8fe0a0b8eaae044768a4c4"
 
 [[package]]
 name = "ynabmunger"
-version = "0.1.0"
+version = "0.2.0"
 dependencies = [
  "anyhow",
  "chrono",

Cargo.toml

@@ -1,7 +1,8 @@
 [package]
 name = "ynabmunger"
-version = "0.1.0"
+version = "0.2.0"
 edition = "2024"
+publish = false
 
 [dependencies]
 anyhow = "1.0.102"

README.md

@@ -0,0 +1,91 @@
+# ynabmunger
+
+A CLI tool for importing bank exports into YNAB.
+
+## Installation
+
+You can download binaries from the [Releases page](https://git.shee.sh/james/ynabmunger/releases).
+
+To build locally, you need Rust installed and you can either:
+
+```bash
+cargo install --git https://git.shee.sh/james/ynabmunger
+```
+
+or clone the repo locally and run:
+
+```bash
+cargo install --path .
+```
+
+## Usage
+
+All commands that interact with YNAB require your API token, available from [YNAB developer settings](https://app.ynab.com/settings/developer). Set it via the `--token` flag or the `YNAB_API_TOKEN` environment variable.
+
+### Commands
+
+#### `plans`
+
+List available YNAB budgets:
+
+```bash
+ynabmunger plans --token YOUR_TOKEN
+```
+
+#### `accounts`
+
+List accounts in a budget:
+
+```bash
+ynabmunger accounts --token YOUR_TOKEN --plan "My Budget"
+```
+
+You can reference a budget by name (`--plan`) or ID (`--plan-id`).
+
+#### `transactions`
+
+List recent transactions (last 30 days):
+
+```bash
+ynabmunger transactions --token YOUR_TOKEN --plan "My Budget"
+```
+
+Filter by account with `--account` or `--account-id`.
+
+#### `convert`
+
+Convert a bank export to YNAB-compatible CSV for manual import:
+
+```bash
+ynabmunger convert --format bulder bank_export.csv > ynab_import.csv
+```
+
+Reads from stdin if no input files are given:
+
+```bash
+cat bank_export.csv | ynabmunger convert --format bulder > ynab_import.csv
+```
+
+#### `import`
+
+Import a bank export directly into a YNAB account:
+
+```bash
+ynabmunger import --token YOUR_TOKEN \
+    --plan "My Budget" \
+    --account "Checking" \
+    --format bulder \
+    bank_export.csv
+```
+
+## Bank Formats
+
+Currently supported formats:
+
+| Format | Description |
+|--------|-------------|
+| `bulder` | Bulder bank semicolon-delimited export |
+
+### Adding New Formats
+
+Add a new variant to the `BankFormat` enum in `src/csv.rs` and implement the reader and transform methods.

src/lib.rs

@@ -24,6 +24,9 @@ pub enum Error {
     AmountEmpty,
     #[error("bank format not found: {0}")]
     BankFormat(String),
+    #[error("API error {status}: {message}")]
+    ApiError { status: u16, message: String },
+
     /// Errors I've been too lazy to give a type yet
     #[error("{0}")]
     Text(String),

src/main.rs

@@ -26,10 +26,11 @@ enum Command {
         #[arg(short = 'P', long, group = "planref")]
         plan_id: Option<String>,
     },
-    // List transactions in the last 30 days
+    /// List transactions
-    //
+    ///
-    // You have to give a plan to list transactions from. You can optionally
+    /// You have to give a plan to list transactions from. You can optionally
-    // also give an account to show only transactions from that account.
+    /// also give an account to show only transactions from that account. You can specify the
+    /// number of days, the default is 30.
     Transactions {
         /// Your YNAB token, available from developer settings in YNAB
         #[arg(short, long, env = "YNAB_API_TOKEN", hide_env_values = true)]
@@ -50,6 +51,15 @@ enum Command {
         /// Alternatively, give the YNAB account ID directly
         #[arg(short = 'A', long, group = "accountref")]
         account_id: Option<String>,
+
+        /// The number of days to look back for transactions
+        #[arg(short, long, default_value_t = 30)]
+        days: i64,
+
+        /// Filter transactions by a search term in the payee field. This will match any transaction
+        /// whose payee contains the search term, case-insensitive.
+        #[arg(short, long)]
+        filter: Option<String>,
     },
     /// Convert from a bank export to a CSV you can import manually to YNAB
     Convert {
@@ -135,6 +145,8 @@ async fn main() -> anyhow::Result<()> {
             plan_id,
             account,
             account_id,
+            days,
+            filter,
         } => {
             let client = Client::new(&token);
             let plan = match (plan, plan_id) {
@@ -151,12 +163,15 @@ async fn main() -> anyhow::Result<()> {
             };
 
             let transactions = match account {
-                Some(account) => account.list_transactions().await?,
+                Some(account) => account.list_transactions(days, filter.as_deref()).await?,
-                None => plan.list_transactions(None).await?,
+                None => {
+                    plan.list_transactions(None, days, filter.as_deref())
+                        .await?
+                }
             };
             println!("Transactions{} in the last 30 days:", accountstr);
             for t in transactions {
-                println!("{},{},{}", t.date, t.payee, t.amount);
+                println!("{},{},{}", t.date, t.payee, t.format_amount());
             }
 
             Ok(())

src/transaction.rs

@@ -6,18 +6,20 @@ pub struct Transaction {
     pub amount: i64,
 }
 
-fn parse_amount_str(amount: &str) -> Result<i64, Error> {
+fn parse_amount_str(amount_str: &str) -> Result<i64, Error> {
-    if amount.is_empty() {
+    if amount_str.is_empty() {
         return Err(Error::AmountEmpty);
     }
-    let (whole, frac) = amount.split_once('.').unwrap_or((amount, "00"));
+    let negative = amount_str.starts_with("-");
+    let amount_str = amount_str.trim_start_matches('-');
+
+    let (whole, frac) = amount_str.split_once('.').unwrap_or((amount_str, "00"));
     let whole = whole.parse::<i64>()?;
+    let frac = format!("{:0<2}", frac);
     let frac = frac.parse::<i64>()?;
 
-    let mut amount: i64 = 0;
+    let amount = whole * 100 * 10 + frac * 10;
-    amount += whole * 100 * 10;
+    Ok(if negative { -amount } else { amount })
-    amount += if whole < 0 { -frac } else { frac } * 10;
-    Ok(amount)
 }
 
 impl Transaction {
@@ -30,7 +32,7 @@ impl Transaction {
         })
     }
 
-    fn format_amount(&self) -> String {
+    pub fn format_amount(&self) -> String {
         let whole = self.amount / 10 / 100;
         let frac = if self.amount < 0 { -1 } else { 1 } * (self.amount / 10) % 100;
         format!("{}.{:02}", whole, frac)

src/ynab/client.rs

@@ -26,6 +26,14 @@ impl Client {
             .bearer_auth(&self.token)
             .send()
             .await?;
+        if !res.status().is_success() {
+            let code = res.status().as_u16();
+            let message = res.status().canonical_reason().unwrap_or("unknown");
+            return Err(Error::ApiError {
+                status: code,
+                message: message.to_string(),
+            });
+        }
         let text = res.text().await?;
         Ok(text)
     }
@@ -121,8 +129,10 @@ impl Plan {
     pub async fn list_transactions(
         &self,
         account_id: Option<&str>,
+        days: i64,
+        filter: Option<&str>,
     ) -> Result<Vec<Transaction>, Error> {
-        let since_date = chrono::Local::now().date_naive() - chrono::Duration::days(30);
+        let since_date = chrono::Local::now().date_naive() - chrono::Duration::days(days);
         let since_date = since_date.format("%Y-%m-%d");
         let url = format!("plans/{}/transactions?since_date={}", self.id, since_date);
         let raw = self.client.get(&url).await?;
@@ -130,6 +140,7 @@ impl Plan {
         Ok(transform::from_ynab_transactions(
             &res.data.transactions,
             account_id,
+            filter,
         ))
     }
 }
@@ -166,8 +177,14 @@ impl Account {
         })
     }
 
-    pub async fn list_transactions(&self) -> Result<Vec<Transaction>, Error> {
+    pub async fn list_transactions(
-        self.plan.list_transactions(Some(&self.id)).await
+        &self,
+        days: i64,
+        filter: Option<&str>,
+    ) -> Result<Vec<Transaction>, Error> {
+        self.plan
+            .list_transactions(Some(&self.id), days, filter)
+            .await
     }
 
     pub async fn upload(&self, transactions: &[Transaction]) -> Result<(), Error> {

src/ynab/transform.rs

@@ -31,6 +31,7 @@ pub(crate) fn to_ynab_transactions(
 pub(crate) fn from_ynab_transactions(
     transactions: &[apitypes::Transaction],
     account_id: Option<&str>,
+    filter: Option<&str>,
 ) -> Vec<Transaction> {
     transactions
         .iter()
@@ -38,6 +39,15 @@ pub(crate) fn from_ynab_transactions(
             Some(id) => t.account_id == id,
             None => true,
         })
+        .filter(|t| match filter {
+            Some(filter) => t
+                .payee_name
+                .to_owned()
+                .unwrap_or(String::new())
+                .to_lowercase()
+                .contains(filter.to_lowercase().as_str()),
+            None => true,
+        })
         .map(|t| Transaction {
             date: t.date.to_owned(),
             payee: match &t.payee_name {