bank2invoice

created by and for TAMI admins, to automate boring accounting chores.

Purpose

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for each payment in bank report, creates a DONATION RECEIPT (type #405) entity in our account at "Heshbonit Yeruka" (AKA "morning")

TODO

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1. read directly the bank's report. currently the code is reading a Tab-Separated Value (tsv) which is downloaded from google, which is probably uploaded from the bank's excel, which is downloaded from the bank, had-gadya, had-gadya. Make the loop 1 step --- what's the first link we can attach to?

All other todo items are resolved yesterday 2023-02-16

Install

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adjust authentication and other params bank2invoice.ini

the project uses the greeninvoice API, packed to a pip by by yaniv (hi!),
think of him when you

pip install green-invoice

srsly now, tami automation team suggest to setup using python3.8[1]

git clone git@github.com:telavivmakers/boring-admin.git 
cd boring-admin
python -m venv .venv
source ./.venv/scripts/activate #omit the source command on windows
./venv/scripts/pip install pip --update
pip install green_invoice requests

Windows Note:

The green_invoice module requires lxml v4.6.3, which is pain in the everything to install on Windows.
So I downloaded the green_invoice-1.2.1-py3-none-any.whl package, and changed the requiremnts from ==4.6.3 to by >= 4.6.3, hence my hacked green_invoice.whl is added to the repo. and the latest binary lxml for my Windows x python version.

OpSec

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working Api Tokens in .ini need to be provided
you should derive your own .ini, or get it from me, or from yair.

ini file must be at your home dir (details inside the code)

tested on current bank report in google sheets (private link)

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[notes]

[1] when did python 3.x versions became as fickel as an osx architecture change?! - It's ok. Only the AttrDict might be tricky. And f'formatted{string}' was introduced only in 3.6. So we're safe with 3.8 [2] shahar rocks the night sky! kicked working code, out the door, before your very eyes