Class: Appydave::Tools::BankReconciliation::Clean::CleanTransactions

Inherits:
Object
  • Object
show all
Includes:
Configuration::Configurable, Debuggable, KLog::Logging
Defined in:
lib/appydave/tools/bank_reconciliation/clean/clean_transactions.rb

Overview

Clean transactions

Instance Attribute Summary collapse

Attributes included from Debuggable

#debug

Instance Method Summary collapse

Methods included from Debuggable

#log_info, #log_kv, #log_subheading

Methods included from Configuration::Configurable

#config

Constructor Details

#initialize(transaction_folder: nil, output_folder: nil, debug: false) ⇒ CleanTransactions

(config_file)



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# File 'lib/appydave/tools/bank_reconciliation/clean/clean_transactions.rb', line 20

def initialize(transaction_folder: nil, output_folder: nil, debug: false)
  @debug = debug
  # needs to use config.bank_reconciliation.transaction_folder
  transaction_folder ||= '/Volumes/Expansion/Sync/bank-reconciliation/original-transactions'
  output_folder ||= File.join(transaction_folder, 'clean')

  @transaction_folder = transaction_folder
  @output_folder = output_folder
end

Instance Attribute Details

#output_folder ⇒ Object (readonly)

Returns the value of attribute output_folder.



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# File 'lib/appydave/tools/bank_reconciliation/clean/clean_transactions.rb', line 16

def output_folder
  @output_folder
end

#transaction_folder ⇒ Object (readonly)

Returns the value of attribute transaction_folder.



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# File 'lib/appydave/tools/bank_reconciliation/clean/clean_transactions.rb', line 15

def transaction_folder
  @transaction_folder
end

#transactions ⇒ Object (readonly)

Returns the value of attribute transactions.



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# File 'lib/appydave/tools/bank_reconciliation/clean/clean_transactions.rb', line 17

def transactions
  @transactions
end

Instance Method Details

#clean_transactions(input_globs, output_file) ⇒ Object 



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# File 'lib/appydave/tools/bank_reconciliation/clean/clean_transactions.rb', line 30

def clean_transactions(input_globs, output_file)
  log_info("Starting transaction cleaning with input patterns: #{input_globs}")

  raw_transactions = grab_raw_transactions(input_globs)
  log_info("Total raw transactions collected: #{raw_transactions.size}")

  transactions, duplicates_count = deduplicate_across_files(raw_transactions)
  log_info("Duplicates found and removed: #{duplicates_count}")

  transactions = Mapper.new.map(transactions)
  log_info('Transactions mapped to chart of accounts and bank accounts')

  log_kv 'Deduped consolidated transactions', duplicates_count if duplicates_count.positive?

  save_to_csv(transactions, output_file)

  csv_to_clipboard(output_file)

  @transactions = transactions
end