Automated task plugin

Jonatan Cloutier cloutier.jo at gmail.com
Wed Jul 27 13:13:22 BST 2022


Hello Dawid,
>
> > woob doesn't really work as my bank isn't supported and having 
> double factor authentication, I'm not sure it can work out.
>
> woob certainly does support 2FA/OTP authentication, you should be able 
> to find plenty examples both real and in documentation.

I might take another look at it, but frankly it looks more complex than 
learning KMymoney plugins! I also like to learn a bit more the internal 
of KMyMoney since I did want to contribute to it for a long time, just 
hard to find time these days, so this is kind of a first step into it 
for me.

>
> Also, you may find this interesting: 
> https://invent.kde.org/office/kmymoney/-/issues/25
That's for sure a great solution to my feature request and would be 
happy to see that coming in the software.
>
>
> On Wed, Jul 27, 2022 at 4:52 AM Jonatan Cloutier via KMyMoney-devel 
> <kmymoney-devel at kde.org> wrote:
>
>     Thank for the follow-up
>
>     Le 2022-07-26 à 15 h 55, Thomas Baumgart a écrit :
>
>>     Jonatan,
>>
>>     On Dienstag, 26. Juli 2022 04:57:31 CEST Jonatan Cloutier via KMyMoney-devel wrote:
>>
>>>     Hello, I'm looking at a way of automatically pulling data in my KMyMoney
>>>     files. I already have the source data, but I'm now trying to find a way
>>>     to get it automatically into the KMyMoney file. The main requirement is
>>>     that I would highly prefer not to take manual action from KMyMoney.
>>     Which source format does your data have?
>
>     The original src is a bit of anything, mainly web scraping, but
>     might be REST API calls as well if I get this working, then I can
>     produce whatever format fit my need. As a quick workaround I'm
>     doing csv, but that still needs a lot of manual processing to
>     avoid duplicate transaction.
>
>     All in all the reason for this is that my bank is getting worse
>     every year at producing meaningful ofx files that just need way
>     too many manual fix after import (more info available in that
>     feature request: https://bugs.kde.org/show_bug.cgi?id=452392 ) and
>     furthermore, there is no export feature for loans and investments
>     which are quite cumbersome to manually update, in particular the
>     later. And to put a cherry on top, exports are limited to 30 days,
>     which I frequently miss the dead line!
>
>     woob doesn't really work as my bank isn't supported and having
>     double factor authentication, I'm not sure it can work out.
>
>>>     After all that being said, two main questions: 1. Is it possible to run
>>>     a background listener/task in a plugin as described above? 2. Any other
>>>     suggestion on how to script custom data modification automatically?
>>     I don't know how much knowledge of programming in C++/Qt you bring along.
>>     The background listener is probably not so easy to implement. A way to solve
>>     your problem might be to construct a KMyMoney statement file in an external
>>     tool. It's XML formatted and used internally by KMyMoney by all the importers.
>>     AFAIR, there is a mechanism to start KMyMoney with an importer file as argument
>>     and it will import it into the last opened KMyMoney file. If KMyMoney is already
>>     running it will use the so called WebConnect feature to import it into the
>>     already running process. In any case, you would need to have KMyMoney running
>>     and this is only supported with a graphical user interface.
>>
>>     So, maybe you can elaborate a bit about your (programming) skills and the operating
>>     system you are using.
>
>     I'm on archlinux, been developing for years mainly in java and
>     pythons but do have a bit of experience in c++ and did use QT for
>     some very old project.
>
>     I've seen the webconnect features from the main, since it's not
>     limited to just the ofx importer I've been thinking that a custom
>     importer could do the job, but haven't really thought of using the
>     statement format as it doesn't seem documented. But if that enable
>     doing the transaction import without modal, I suppose it could
>     work. Closest to documentation I found is MyMoneyStatement::read
>     function and its surroundings. I also see that there is a write
>     method, is it possible to export in that format? It would just be
>     quicker to get all the right xml structure.
>
>     I will investigate more on that possibility, might be easier than
>     creating a new importer and in the end, I think it could be close
>     to my hopes in terms of usability.
>
>     Quickly looking at that read method, I do have two questions:
>
>     * Are the m_accountId in the statement and in the split required
>     to be internal KMyMoney id or they can be inferred like from ofx?
>     I suppose they are the internal Id
>
>     * Similarly, are both part of the split needed to be filled or is
>     there a way in the import that the automatching of paye and
>     categories and scheduled transaction would work like an ofx import?
>
>     Thanks again.
>
>
>
> -- 
> Best Regards,
> Dawid Wrobel
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