TODO: 0. Parses should handle CSVs + Do TODOs in Scrapers + add scraper for MAX
- write load data task + example on generating new env - DONE
- support account-transfer-transactions
- Fix encoding and handle hebrew - DONE
- automate download of excel files
- Need to assign "location" to all transactions? probably not.
- Create category groups (?)
- Write readme
- support PDF
- controllers to visualize
- Simple UI
- authentication SSO + user support model? mmmm
- Dockerize and build scripts to run on some cloud/locally
- Budgets per cateroy?
Quick setup:
- ParseIncomingDataJob.perform_now(source: :bank, file_location: './tmp/in/ZZZZZ.xlsx'
- SaveParsedDataJob.perform_now
- .
Data model: Account - Holds diffrent managed accounts, from Credit Cards, Cash and Savings Account MTransaction - Terrible name for transaction done in specific account Location - Another terrible name for the name of a place transaction took place Category - 'Tag' for a type of expense (for example: Eating Out, Shopping, Electric Bills etc...)
Account has_many Transactions Transaction belongs to Location Locations belongs_to_and_has_many Categories