Merge branch 'release/2.0.0'

README.md

@@ -1,50 +1,43 @@
 # MoneyMoney Extension: Sum by Bank
 
-This is an AppleScript extension for the great [MoneyMoney software](https://moneymoney-app.com/) to generate an Excel list with all sums by bank account. 
+This is a Pyton script for the great [MoneyMoney software](https://moneymoney-app.com/) to generate a list with all balances by bank account. 
 This is useful e.g. to export the total values per bank to a summary Excel document or to monitor certain threshold values per bank.
 
 ## Installation
 
-For this AppleScript to work it is required to add a custom attribute `bankIdentifier` to each account in MoneyMoney
-that you want to track. The total values are then summed up by this chosen bank identifier.
+```
+pip install -r requirements.txt
+```
 
-At the beginning of the Apple Script file `moneymney-sum-by-bank.scpt` you can then customize the behaviour of the script:
-
-|Variable|Description|
-|--------|-----------|
-|`exportFileName`|The name of the resulting Excel file. You can either use an existing file or leave it to missing value to create a new one.|
-|`startRowIndex`/`startColumnIndex`|The index of the cell row/column to start the table.|
-|`isSortDescending`|Whether to sort the resulting sums in a descending order or not.|
-|`isCloseExcel`|Whether to close Excel after the export.|
-|`cellThresholdValue`|Threshold value above that the cell is colored|
-|`cellThresholdColor`|Threshold background color value|
-
-If you optionally want to use this AppleScript within the services menu of the _MoneyMoney_ application, the best way is to use the [Mac Automator](https://support.apple.com/de-de/guide/automator/aut73234890a/mac): 
+On Mac if you (optionally) want to use this Python script within the services menu of the _MoneyMoney_ application, the best way is to use the [Mac Automator](https://support.apple.com/de-de/guide/automator/aut73234890a/mac): 
 1. Create a new "Quick Action Workflow" in Automator 
-1. Choose "No Input" in "MoneyMoney"
-1. Add the action "Execute AppleScript" and paste the contents of the file `moneymoney-sum-by-bank.scpt` into the text box
-1. Save the workflow
+2. Choose "No Input" in "MoneyMoney"
+3. Add the action "Execute AppleScript" and paste this script into the text box and adapt the script path accordingly:
+ ```applescript
+ on run {input, parameters}
+ tell application "Terminal"
+ do script "python3 ~/path/to/script/moneymoney-sum-by-bank.py && read -s -n 1 key && exit 0"
+ end tell
+ 
+ return input
+ end run
+ ```
+4. Save the workflow
 
 Then you have a new menu item with the chosen name in _MoneyMoney > Services_.
 
 ## Usage
 
-After click on the new menu item in _MoneyMoney > Services_, Microsoft Excel will open and show all bank sums in a descending order: 
-![Excel file with sums by bank account](moneymoney-sum-by-bank.png "Excel file with sums by bank account")
-
-As an alternative you can also simply double click on the `moneymney-sum-by-bank.scpt` script to execute it manually.
+**Note:** The MoneyMoney application has to be unlocked when executing the script otherwise an error will be thrown.
 
-For more information see also [my blog post](https://dev-investor.de/finanz-apps/money-money/maximum-pro-bank-extension/).
-
-## Notes
+This Python script sums all account balances from MoneyMoney by BIC. If a BIC is not available (e.g. in case of an offline or a credit card account),
+the script looks for a custom attribute `bankIdentifier` in the account settings and uses this as reference. 
+If neither of this information is available on the account and it has a balance, the value is added to "other".
 
-- Tested with Excel for Mac 16.43/16.64
-- The MoneyMoney application has to be unlocked when executing the script otherwise an error will be thrown
-- Basically a better way would be to automatically group by account bic but not all accounts do have a bic (e.g. credit cards).
+The result of the Python script can e.g. be used in Excel: 
+![Excel file with sums by bank account](moneymoney-sum-by-bank.png "Excel file with sums by bank account")
 
-## Known Limitations
-- Support only for Euro currency
-- Accounts with no `bankIdentifier` attribute are ignored in export file
+For more information see also [my blog post](https://dev-investor.de/finanz-apps/money-money/maximum-pro-bank-extension/).
 
 ## License
 

moneymoney-sum-by-bank.py

@@ -0,0 +1,49 @@
+import pandas as pd
+import plistlib
+import subprocess
+import logging
+
+
+def run_apple_script(script):
+ command = ['osascript', '-e', script]
+ with subprocess.Popen(command, stdout=subprocess.PIPE, stderr=subprocess.PIPE) as pipe:
+ result = pipe.communicate()
+ if result[1]:
+ raise Exception('Could not run Apple Script: %s' % result[1].decode().strip())
+
+ return result
+
+
+# @see https://moneymoney-app.com/applescript/
+def fetch_moneymoney_accounts() -> {}:
+ result = run_apple_script('tell application "MoneyMoney" to export accounts')
+
+ # Parse XML property list.
+ try:
+ plist = plistlib.loads(result[0])
+ except plistlib.InvalidFileException as exception:
+ raise Exception('Could not parse XML property list. %s' % repr(exception))
+
+ return plist
+
+
+def moneymoney_sum_by_account() -> pd.DataFrame:
+ balance_per_bank_and_currency = []
+ for account in fetch_moneymoney_accounts():
+ if account['portfolio'] is True or account['group'] is True:
+ continue
+
+ if not account['bankCode']:
+ account['bankCode'] = account['attributes']['bankIdentifier'] if 'bankIdentifier' in account['attributes'] else 'other'
+ logging.debug("Account %s has no bank code, using '%s'" % (account["name"], account['bankCode']))
+
+ for balance in account['balance']:
+ balance_per_bank_and_currency.append([account['bankCode'], balance[0], balance[1]])
+
+ df = pd.DataFrame(balance_per_bank_and_currency, columns=['bank', 'balance', 'currency'])
+ return df.groupby(['bank', 'currency']).agg({'balance': 'sum'})
+
+
+#logging.basicConfig(stream=sys.stderr, level=logging.DEBUG)
+df = moneymoney_sum_by_account()
+print(df[df['balance'] > 0].sort_values(by='balance', ascending=False))

requirements.txt

@@ -0,0 +1 @@
+pandas