migration commit

.gitignore

@@ -10,3 +10,4 @@ __pycache__/*
 /logs/*
 .vscode/*
 *.coverage
+.ruff_cache/*

config/custom_json_logger.py

@@ -3,7 +3,6 @@ import json
 import logging
 from typing import override
 
-
 class custom_json_logger(logging.Formatter):
     def __init__(
         self,
@@ -22,7 +21,7 @@ class custom_json_logger(logging.Formatter):
         always_fields = {
             "message" : record.getMessage(),
             "timestamp" : dt.datetime.fromtimestamp(
-                record.created, tz=dt.UTC
+                record.created, tz=dt.timezone.utc
             ).isoformat(),
         }
         if record.exc_info is not None:

data_check.py

@@ -1,18 +1,74 @@
-import duckdb
-import os
-import polars as pl
+import yaml
+
+# accounts = pl.read_parquet('data/warehouse/accounts.parquet')
+# categories = pl.read_parquet('data/warehouse/categories.parquet')
+# dates = pl.read_parquet('data/warehouse/dates.parquet')
+# payees = pl.read_parquet('data/warehouse/payees.parquet')
+# scheduled_transactions = pl.read_parquet('data/warehouse/scheduled_transactions.parquet')
+# transactions = pl.read_parquet('data/warehouse/transactions.parquet')
 
 
-db = duckdb.connect('/mnt/bulk/data/ynab_data.duckdb')
+# master_transactions = transactions.join(categories, left_on='category_id', right_on='category_id', suffix='_category')\
+#                     .join(accounts, left_on='account_id', right_on='account_id', suffix='_account')\
+#                     .join(payees, left_on='payee_id', right_on='payee_id', suffix='_payee')\
+#                     .join(dates, left_on='transaction_date', right_on='date_id', suffix='_date')
 
-    # SELECT * FROM gold.transactions
-relevant_data = db.sql('''
-    SELECT
-        transaction_date,
-        sum(transaction_amount) as total
-    FROM gold.transactions
-    GROUP BY transaction_date
-    ORDER BY transaction_date DESC
-''')
-print("Data after SQL query:")
-print(relevant_data)
+
+# # Create aggregations
+# spend_per_day = master_transactions.sql('''
+#     SELECT 
+#         date,
+#         year,
+#         month,
+#         day,
+#         ABS(SUM(transaction_amount)) as total
+#     FROM self
+#     WHERE category_name != 'Inflow: Ready to Assign'
+#     GROUP BY date, year, month, day
+#     ORDER BY date DESC
+#     '''
+# )
+
+# spend_per_category = master_transactions.sql('''
+#     SELECT
+#         category_name,
+#         ABS(SUM(transaction_amount)) as total
+#     FROM self
+#     WHERE category_name != 'Inflow: Ready to Assign'
+#     GROUP BY category_name
+#     ORDER BY total DESC
+#     '''
+# )
+
+# spend_per_payee = master_transactions.sql('''
+#     SELECT
+#         payee_name,
+#         ABS(SUM(transaction_amount)) as total
+#     FROM self
+#     WHERE payee_name != 'Starting Balance'
+#         AND transaction_amount < 0
+#     GROUP BY payee_name
+#     ORDER BY total DESC
+#     '''
+# )
+
+# def update_dates(start_date, end_date):
+#     print("start date", start_date)
+#     print("end date", end_date)
+#     print(master_transactions)
+#     master_data = master_transactions.filter(
+#         pl.col("date").is_between(start_date, end_date)
+#     )
+#     return master_data
+
+# today = date.today()
+# one_year_ago = today - timedelta(days=5)
+
+# data = update_dates(start_date=one_year_ago, end_date=today)
+# print(data)
+
+with open('config/config.yaml', 'r') as file:
+    config = yaml.safe_load(file)
+
+for k,v in config.items():
+    print(k,v)

main.py

@@ -1,74 +1,86 @@
-import atexit
-import logging
-import logging.config
-import logging.handlers
 import os
-import sys
-
 import dotenv
+import logging
 import yaml
+import sys
+import atexit
+import logging.config
 
 import config.exit_codes as ec
-from pipeline.pipeline_main import pipeline_main
+from visuals.dash_app import app
 
-logger = logging.getLogger("data_pipeline_for_ynab")
 
 def set_up_logging():
     try:
-        with open('config/logging_config.yaml', 'r') as f:
+        with open("config/logging_config.yaml", "r") as f:
             log_config = yaml.safe_load(f)
         logging.config.dictConfig(log_config)
     except yaml.YAMLError as e:
         print(f"Error parsing logging configuration file: {e}")
         log_config = {}  # Initialize log_config to an empty dictionary
-        logging.basicConfig(level=logging.INFO)  # Fallback to a basic configuration
-    queue_handler = logging.getHandlerByName('queue_handler')
+        # Fallback to a basic configuration
+        logging.basicConfig(level=logging.INFO)
+    queue_handler = logging.getHandlerByName("queue_handler")
     if queue_handler is not None:
         queue_handler.listener.start()
         atexit.register(queue_handler.listener.stop)
 
-def load_config(logger):
+
+def load_config():
     try:
-        with open('config/config.yaml', 'r') as file:
+        with open("config/config.yaml", "r") as file:
             config = yaml.safe_load(file)
         return config
     except FileNotFoundError:
-        logger.error('config.yaml file not found')
+        logging.error("config.yaml file not found")
         sys.exit(ec.MISSING_CONFIG_FILE)
-    except yaml.YAMLError as e:
-        logger.error(f'Error loading config.yaml: {e}')
+    except yaml.YAMLError:
+        # Attempt to print a more informative error message
+        try:
+            parsed_yaml = yaml.safe_load_all(file)
+            for key, value in parsed_yaml:
+                print(f"Error parsing key '{key}': {value}")
+        except Exception as e:
+            logging.error(f"Error loading config.yaml: {e}")
         sys.exit(ec.CORRUPTED_CONFIG_FILE)
+    except Exception as e:
+        logging.error(f"some other problem {e}")
 
-os.makedirs('logs', exist_ok=True)
+
+logger = logging.getLogger("data_pipeline_for_ynab")
+os.makedirs("logs", exist_ok=True)
 set_up_logging()
 
+# Load environment variables
 dotenv.load_dotenv()
 
-API_TOKEN = os.getenv('API_TOKEN')
-BUDGET_ID = os.getenv('BUDGET_ID')
+API_TOKEN = os.getenv("API_TOKEN")
+BUDGET_ID = os.getenv("BUDGET_ID")
 
 if not API_TOKEN or not BUDGET_ID:
-    logger.error('API_TOKEN or BUDGET_ID is not set in .env file')
+    logging.error("API_TOKEN or BUDGET_ID is not set in .env file")
     sys.exit(ec.MISSING_ENV_VARS)
 
-if __name__ == '__main__':
-    config = load_config(logger)
-    config['API_TOKEN'] = API_TOKEN
-    config['BUDGET_ID'] = BUDGET_ID
+if __name__ == "__main__":
+    config = load_config()
+    config["API_TOKEN"] = API_TOKEN
+    config["BUDGET_ID"] = BUDGET_ID
     try:
-        pipeline_main(config, logger)
+        # pipeline_main(config)
 
-        data_exists = os.path.exists('data/processed') and os.listdir('data/processed')
+        # Check if the data was successfully created
+        data_exists = os.path.exists("data/processed") and os.listdir("data/processed")
         if data_exists:
-            logger.info('Processing Successful')
-            sys.exit(ec.SUCCESS)
+            app.run(debug=True)
         else:
-            logger.error('Data pipeline did not produce any data. Dash app will not run.')
+            logging.error(
+                "Data pipeline did not produce any data. Dash app will not run."
+            )
             sys.exit(ec.NO_DATA_PRODUCED)
     except SystemExit as e:
         exit_code = e.code
         if exit_code == ec.SUCCESS:
-            logger.info('Program exited successfully')
+            logging.info("Program exited successfully")
         else:
-            logger.error(f'Program exited with code {exit_code}')
+            logging.error(f"Program exited with code {exit_code}")
         raise

pipeline/dimensions.py

@@ -1,23 +1,21 @@
+import polars as pl
+import logging
 import os
 from datetime import date
 
-import polars as pl
-
-
 class Dimensions:
-    def __init__(self, config,logger):
+    def __init__(self, config):
         self.config = config
         self.base_file_path = self.config['base_data_path']
         os.makedirs(self.config['warehouse_data_path'], exist_ok=True)
-        self.logger = logger
         
     def get_full_file_path(self, file_name):
         return f"{self.base_file_path}/{file_name}"
         
         
 class DimAccounts(Dimensions):
-    def __init__(self, config,logger):
-        super().__init__(config,logger)
+    def __init__(self, config):
+        super().__init__(config)
         self.file_path = self.get_full_file_path('accounts.parquet')
         self.transform()
 
@@ -26,10 +24,10 @@ class DimAccounts(Dimensions):
         try:
             source_accounts = pl.read_parquet(self.file_path)
         except Exception as e:
-            self.logger.error(f"Failed to read the base accounts parquet file: {e}")
+            logging.error(f"Failed to read the base accounts parquet file: {e}")
             return
 
-        self.logger.info("Transforming the accounts DataFrame")
+        logging.info("Transforming the accounts DataFrame")
         try:
             base_accounts = (
                 source_accounts.select([
@@ -46,7 +44,7 @@ class DimAccounts(Dimensions):
                 ])
             )
         except Exception as e:
-            self.logger.error(f"Failed to select columns from the categories DataFrame: {e}")
+            logging.error(f"Failed to select columns from the categories DataFrame: {e}")
             return
 
         try:
@@ -67,19 +65,19 @@ class DimAccounts(Dimensions):
                 "id", "name", "type"
             ])
         except Exception as e:
-            self.logger.error(f"Failed to transform the accounts DataFrame: {e}")
+            logging.error(f"Failed to transform the accounts DataFrame: {e}")
             return
 
-        self.logger.info("Writing the transformed accounts DataFrame to parquet file")
+        logging.info("Writing the transformed accounts DataFrame to parquet file")
         try:
             drop_accounts_columns.write_parquet(self.config['warehouse_data_path'] + '/accounts.parquet')
         except Exception as e:
-            self.logger.error(f"Failed to write the transformed accounts DataFrame to parquet file: {e}")
+            logging.error(f"Failed to write the transformed accounts DataFrame to parquet file: {e}")
             return
 
 class DimCategories(Dimensions):
-    def __init__(self, config,logger):
-        super().__init__(config,logger)
+    def __init__(self, config):
+        super().__init__(config)
         self.file_path = self.get_full_file_path('categories.parquet')
         self.transform()
     
@@ -87,9 +85,9 @@ class DimCategories(Dimensions):
         try:
             source_categories = pl.read_parquet(self.file_path)
         except Exception as e: 
-            self.logger.error(f"Failed to read the base categories parquet file: {e}")
+            logging.error(f"Failed to read the base categories parquet file: {e}")
             return
-        self.logger.info("Transforming the categories DataFrame")
+        logging.info("Transforming the categories DataFrame")
         try:
             base_categories = source_categories.select([
                 'id',
@@ -103,7 +101,7 @@ class DimCategories(Dimensions):
                 'deleted'
             ])
         except Exception as e:
-            self.logger.error(f"Failed to select columns from the categories DataFrame: {e}")
+            logging.error(f"Failed to select columns from the categories DataFrame: {e}")
             return
         
         try:
@@ -123,19 +121,19 @@ class DimCategories(Dimensions):
                 'id', 'name'
             ])
         except Exception as e:
-            self.logger.error(f"Failed to transform the categories DataFrame: {e}")
+            logging.error(f"Failed to transform the categories DataFrame: {e}")
             return
 
-        self.logger.info("Writing the transformed categories DataFrame to parquet file")
+        logging.info("Writing the transformed categories DataFrame to parquet file")
         try:
             drop_categories_columns.write_parquet(self.config['warehouse_data_path'] + '/categories.parquet')
         except Exception as e:
-            self.logger.error(f"Failed to write the transformed categories DataFrame to parquet file: {e}")
+            logging.error(f"Failed to write the transformed categories DataFrame to parquet file: {e}")
             return
 
 class DimPayees(Dimensions):
-    def __init__(self, config,logger):
-        super().__init__(config,logger)
+    def __init__(self, config):
+        super().__init__(config)
         self.file_path = self.get_full_file_path('payees.parquet')
         self.transform()
     
@@ -143,9 +141,9 @@ class DimPayees(Dimensions):
         try:
             source_payees = pl.read_parquet(self.file_path)
         except Exception as e:
-            self.logger.error(f"Failed to read the base payees parquet file: {e}")
+            logging.error(f"Failed to read the base payees parquet file: {e}")
             return
-        self.logger.info("Transforming the payees DataFrame")
+        logging.info("Transforming the payees DataFrame")
         try:
             base_payees = source_payees.select([
                 'id',
@@ -153,7 +151,7 @@ class DimPayees(Dimensions):
                 'deleted'
             ])
         except Exception as e:
-            self.logger.error(f"Failed to select columns from the payees DataFrame: {e}")
+            logging.error(f"Failed to select columns from the payees DataFrame: {e}")
             return
 
         try:
@@ -165,20 +163,20 @@ class DimPayees(Dimensions):
                 'id', 'name'
             ])
         except Exception as e:
-            self.logger.error(f"Failed to rename columns in the payees DataFrame: {e}")
+            logging.error(f"Failed to rename columns in the payees DataFrame: {e}")
             return
 
         # Write the DataFrame to a new parquet file
-        self.logger.info("Writing the transformed payees DataFrame to parquet file")
+        logging.info("Writing the transformed payees DataFrame to parquet file")
         try:
             drop_payees_columns.write_parquet(self.config['warehouse_data_path'] + '/payees.parquet')
         except Exception as e:
-            self.logger.error(f"Failed to write the transformed payees DataFrame to parquet file: {e}")
+            logging.error(f"Failed to write the transformed payees DataFrame to parquet file: {e}")
             return
 
 class DimDate(Dimensions):
-    def __init__(self, config,logger):
-        super().__init__(config,logger)
+    def __init__(self, config):
+        super().__init__(config)
         self.transform()
     
     def transform(self):
@@ -186,7 +184,7 @@ class DimDate(Dimensions):
         try:
             dates_df = pl.DataFrame({'date':pl.date_range(date(2020, 1, 1), date(2030, 12, 31), "1d", eager=True)})
         except Exception as e:
-            self.logger.error(f"Failed to create a DataFrame with dates: {e}")
+            logging.error(f"Failed to create a DataFrame with dates: {e}")
             return
         # Extract year, month, day, and weekday from the date column
         try:
@@ -197,7 +195,7 @@ class DimDate(Dimensions):
                 pl.col('date').dt.weekday().alias('weekday')
             ])
         except Exception as e:
-            self.logger.error(f"Failed to extract year, month, day, and weekday from the date column: {e}")
+            logging.error(f"Failed to extract year, month, day, and weekday from the date column: {e}")
             return 
         try:
             # Create a new column to indicate if the date is a weekday or weekend
@@ -205,7 +203,7 @@ class DimDate(Dimensions):
                 (pl.col('weekday') < 6).alias('is_weekday')  # True for weekdays (Monday to Friday), False for weekends (Saturday and Sunday)
             ])
         except Exception as e:
-            self.logger.error(f"Failed to create a new column to indicate if the date is a weekday or weekend: {e}")
+            logging.error(f"Failed to create a new column to indicate if the date is a weekday or weekend: {e}")
             return
         
         # Create a primary key by concatenating year, month, and day with no separators
@@ -217,12 +215,13 @@ class DimDate(Dimensions):
                 ).alias('date_id')
             ])
         except Exception as e:
-            self.logger.error(f"Failed to create the primary key column: {e}")
+            logging.error(f"Failed to create the primary key column: {e}")
             return
         # Write the DataFrame to a new parquet file
-        self.logger.info("Writing the transformed dates DataFrame to parquet file")
+        logging.info("Writing the transformed dates DataFrame to parquet file")
         try:
             dates_df.write_parquet(self.config['warehouse_data_path'] + '/dates.parquet')
         except Exception as e:
-            self.logger.error(f"Failed to write the transformed dates DataFrame to parquet file: {e}")
+            logging.error(f"Failed to write the transformed dates DataFrame to parquet file: {e}")
             return
+

pipeline/duckdb_layer.py

@@ -1,241 +0,0 @@
-"""DuckDB-based silver and gold layer for the YNAB data pipeline."""
-
-import os
-from datetime import date, timedelta
-
-import duckdb
-
-
-class DuckDBLayer:
-    """Orchestrates silver (external base) and gold (views + materialized) layers via DuckDB."""
-
-    def __init__(self, base_path: str, warehouse_path: str, logger):
-        self.base_path = base_path
-        self.warehouse_path = warehouse_path
-        self.logger = logger
-        self.db = None
-        os.makedirs(self.warehouse_path, exist_ok=True)
-        self._init()
-
-    def _silver_parquet_expr(self, entity: str) -> str:
-        return f"read_parquet('{self.base_path}/{entity}.parquet')"
-
-    def _init(self):
-        self.db = duckdb.connect('/mnt/bulk/data/ynab_data.duckdb')
-        self._setup_schemas()
-        self._create_silver_external_tables()
-        self._drop_gold()
-        self._create_gold_views()
-        self._create_gold_dates()
-        self._create_gold_facts()
-
-    def _setup_schemas(self):
-        self.db.execute("CREATE SCHEMA IF NOT EXISTS silver")
-        self.db.execute("CREATE SCHEMA IF NOT EXISTS gold")
-
-    def _create_silver_external_tables(self):
-        entities = ['accounts', 'categories', 'payees', 'transactions', 'scheduled_transactions']
-        for entity in entities:
-            sql = f"CREATE TABLE IF NOT EXISTS silver.{entity} AS SELECT * FROM {self._silver_parquet_expr(entity)}"
-            try:
-                self.db.execute(sql)
-                self.logger.info(f"Created silver.{entity}")
-            except Exception as e:
-                self.logger.error(f"Failed to create silver.{entity}: {e}")
-        self.logger.info("Silver layer initialized")
-
-    def _drop_gold(self):
-        for name in ['accounts', 'categories', 'payees']:
-            self.db.execute(f"DROP VIEW IF EXISTS gold.{name}")
-        self.db.execute("DROP TABLE IF EXISTS gold.dates")
-        self.db.execute("DROP TABLE IF EXISTS gold.transactions")
-        self.db.execute("DROP TABLE IF EXISTS gold.scheduled_transactions")
-
-    # ── gold views (dimensions) ─────
-
-    def _create_gold_accounts_view(self):
-        self.logger.info("Transforming and creating gold.accounts view")
-        sql = """
-            SELECT
-                id AS account_id,
-                name AS account_name,
-                "type" AS account_type,
-                on_budget,
-                closed,
-                COALESCE(CAST(note AS VARCHAR), 'none') AS note,
-                balance / 1000.0 AS balance,
-                cleared_balance / 1000.0 AS cleared_balance,
-                uncleared_balance / 1000.0 AS uncleared_balance,
-                deleted
-            FROM silver.accounts
-        """
-        try:
-            self.db.execute(f"CREATE VIEW gold.accounts AS {sql}")
-            self.logger.info("Created gold.accounts view")
-        except Exception as e:
-            self.logger.error(f"Failed to create gold.accounts view: {e}")
-
-    def _create_gold_categories_view(self):
-        self.logger.info("Transforming and creating gold.categories view")
-        sql = """
-            SELECT
-                id AS category_id,
-                name AS category_name,
-                category_group_name,
-                hidden,
-                COALESCE(CAST(note AS VARCHAR), 'none') AS note,
-                budgeted / 1000.0 AS budgeted,
-                activity / 1000.0 AS activity,
-                balance / 1000.0 AS balance,
-                deleted
-            FROM silver.categories
-        """
-        try:
-            self.db.execute(f"CREATE VIEW gold.categories AS {sql}")
-            self.logger.info("Created gold.categories view")
-        except Exception as e:
-            self.logger.error(f"Failed to create gold.categories view: {e}")
-
-    def _create_gold_payees_view(self):
-        self.logger.info("Transforming and creating gold.payees view")
-        sql = """
-            SELECT
-                id AS payee_id,
-                name AS payee_name,
-                deleted
-            FROM silver.payees
-        """
-        try:
-            self.db.execute(f"CREATE VIEW gold.payees AS {sql}")
-            self.logger.info("Created gold.payees view")
-        except Exception as e:
-            self.logger.error(f"Failed to create gold.payees view: {e}")
-
-    def _create_gold_views(self):
-        self._create_gold_accounts_view()
-        self._create_gold_categories_view()
-        self._create_gold_payees_view()
-
-    # ── gold dates (materialized as Parquet, loaded into DuckDB) ─────
-
-    def _create_gold_dates(self):
-        dates_path = os.path.join(self.warehouse_path, 'dates.parquet')
-        self.logger.info("Creating gold.dates dimension")
-        try:
-            start = date(2020, 1, 1)
-            end = date(2030, 12, 31)
-            days = (end - start).days + 1
-            rows = []
-            for i in range(days):
-                d = start + timedelta(days=i)
-                month_z = str(d.month).zfill(2)
-                day_z = str(d.day).zfill(2)
-                rows.append({
-                    'date_id': f"{d.year}{month_z}{day_z}",
-                    'date': d,
-                    'year': int(d.year),
-                    'month': int(d.month),
-                    'day': int(d.day),
-                    'weekday': int(d.isoweekday()),
-                    'is_weekday': 1 if d.isoweekday() < 6 else 0,
-                })
-
-            import pyarrow as pa
-            import pyarrow.parquet as pq
-            dates_df = pa.Table.from_pylist(rows)
-            dates_df = dates_df.cast(pa.schema([
-                ('date_id', pa.string()),
-                ('date', pa.date32()),
-                ('year', pa.int32()),
-                ('month', pa.int8()),
-                ('day', pa.int8()),
-                ('weekday', pa.int8()),
-                ('is_weekday', pa.int8()),
-            ]))
-            pq.write_table(dates_df, dates_path)
-
-            self.db.execute(f"CREATE TABLE gold.dates AS SELECT * FROM read_parquet('{dates_path}')")
-            self.logger.info(f"Created gold.dates and persisted to {dates_path}")
-        except Exception as e:
-            self.logger.error(f"Failed to create gold.dates: {e}")
-
-    # ── gold facts (materialized as Parquet) ─────
-
-    def _create_gold_transactions_fact(self):
-        transactions_path = os.path.join(self.warehouse_path, 'transactions.parquet')
-        self.logger.info("Transforming and persisting gold.transactions fact")
-        sql = f"""
-            COPY (
-                SELECT
-                    memo,
-                    cleared,
-                    approved,
-                    COALESCE(CAST(flag_color AS VARCHAR), 'none') AS flag_color,
-                    account_id,
-                    payee_id,
-                    category_id,
-                    transfer_account_id,
-                    id AS transaction_id,
-                    CAST(YEAR(CAST(date AS DATE)) AS VARCHAR)
-                        || LPAD(CAST(MONTH(CAST(date AS DATE)) AS VARCHAR), 2, '0')
-                        || LPAD(CAST(DAY(CAST(date AS DATE)) AS VARCHAR), 2, '0') AS transaction_date,
-                    amount / 1000.0 AS transaction_amount,
-                    deleted
-                FROM silver.transactions
-            ) TO '{transactions_path}' (FORMAT PARQUET)
-        """
-        try:
-            self.db.execute(sql)
-            self.logger.info(f"Persisted transactions.fact to {transactions_path}")
-        except Exception as e:
-            self.logger.error(f"Failed to create transactions.fact: {e}")
-
-    def _create_gold_scheduled_transactions_fact(self):
-        st_path = os.path.join(self.warehouse_path, 'scheduled_transactions.parquet')
-        self.logger.info("Transforming and persisting gold.scheduled_transactions fact")
-        sql = f"""
-            COPY (
-                SELECT
-                    CAST(date_first AS DATE) AS date_first,
-                    CAST(date_next AS DATE) AS date_next,
-                    frequency,
-                    COALESCE(memo, 'none') AS memo,
-                    COALESCE(CAST(flag_color AS VARCHAR), 'none') AS flag_color,
-                    account_id,
-                    payee_id,
-                    category_id,
-                    transfer_account_id,
-                    id AS scheduled_transaction_id,
-                    amount / 1000.0 AS scheduled_transaction_amount
-                FROM silver.scheduled_transactions
-            ) TO '{st_path}' (FORMAT PARQUET)
-        """
-        try:
-            self.db.execute(sql)
-            self.logger.info(f"Persisted scheduled_transactions.fact to {st_path}")
-        except Exception as e:
-            self.logger.error(f"Failed to create scheduled_transactions.fact: {e}")
-
-    def _create_gold_facts(self):
-        self._create_gold_transactions_fact()
-        self._create_gold_scheduled_transactions_fact()
-        # Create DuckDB tables from the persistent Parquet files so they're queryable
-        self._register_facts()
-
-    def _register_facts(self):
-        """Register the fact Parquet files as DuckDB tables."""
-        try:
-            self.db.execute(f"CREATE TABLE gold.transactions AS SELECT * FROM read_parquet('{os.path.join(self.warehouse_path, 'transactions.parquet')}')")
-            self.db.execute(f"CREATE TABLE gold.scheduled_transactions AS SELECT * FROM read_parquet('{os.path.join(self.warehouse_path, 'scheduled_transactions.parquet')}')")
-            self.logger.info("Registered fact tables in DuckDB")
-        except Exception as e:
-            self.logger.error(f"Failed to register fact tables: {e}")
-
-    def close(self):
-        if self.db:
-            self.db.close()
-
-
-def get_duckdb_layer(base_path: str, warehouse_path: str, logger) -> DuckDBLayer:
-    """Factory function to create a DuckDB layer and perform all transformations."""
-    return DuckDBLayer(base_path, warehouse_path, logger)

pipeline/facts.py

@@ -1,21 +1,19 @@
+import polars as pl
+import logging
 import os
 
-import polars as pl
-
-
 class Facts:
-    def __init__(self, config,logger):
+    def __init__(self, config):
         self.config = config
         self.base_file_path = self.config['base_data_path']
-        self.logger = logger
         os.makedirs(self.config['warehouse_data_path'], exist_ok=True)
         
     def get_full_file_path(self, file_name):
         return f"{self.base_file_path}/{file_name}"
     
 class FactTransactions(Facts):
-    def __init__(self, config,logger):
-        super().__init__(config,logger)
+    def __init__(self, config):
+        super().__init__(config)
         self.file_path = self.get_full_file_path('transactions.parquet')
         self.transform()
 
@@ -23,7 +21,7 @@ class FactTransactions(Facts):
         try:
             source_transactions = pl.read_parquet(self.file_path)
         except FileNotFoundError:
-            self.logger.error("The transactions DataFrame does not exist")
+            logging.error("The transactions DataFrame does not exist")
             return
 
         try:
@@ -41,16 +39,16 @@ class FactTransactions(Facts):
                 "transfer_account_id"
             ])
         except Exception as e:
-            self.logger.error(f"Failed to select columns from the transactions DataFrame: {e}")
+            logging.error(f"Failed to select columns from the transactions DataFrame: {e}")
             return
 
-        self.logger.info("Transforming the transactions DataFrame")
+        logging.info("Transforming the transactions DataFrame")
         try:
             resolve_transaction_dates = base_transactions.with_columns([
                 pl.col("date").str.strptime(pl.Date, format="%Y-%m-%d").alias("date")
             ])
         except Exception as e:
-            self.logger.error(f"Failed to covert the date to date format: {e}")
+            logging.error(f"Failed to covert the date to date format: {e}")
             return
 
         try:
@@ -74,20 +72,20 @@ class FactTransactions(Facts):
             ])
             
         except Exception as e:
-            self.logger.error(f"Failed to transform the transactions DataFrame: {e}")
+            logging.error(f"Failed to transform the transactions DataFrame: {e}")
             return
         # Write the DataFrame to a new parquet file
-        self.logger.info("Writing the transformed transactions DataFrame to parquet file")
+        logging.info("Writing the transformed transactions DataFrame to parquet file")
         try:
             drop_transaction_columns.write_parquet(
                 self.config['warehouse_data_path'] + '/transactions.parquet'
             )
         except Exception as e:
-            self.logger.error(f"Failed to write the transformed transactions DataFrame: {e}")
+            logging.error(f"Failed to write the transformed transactions DataFrame: {e}")
 
 class FactScheduledTransactions(Facts):
-    def __init__(self, config,logger):
-        super().__init__(config,logger)
+    def __init__(self, config):
+        super().__init__(config)
         self.file_path = self.get_full_file_path('scheduled_transactions.parquet')
         self.transform()
 
@@ -95,7 +93,7 @@ class FactScheduledTransactions(Facts):
         try:
             source_scheduled = pl.read_parquet(self.file_path)
         except FileNotFoundError:
-            self.logger.error("The scheduled transactions DataFrame does not exist")
+            logging.error("The scheduled transactions DataFrame does not exist")
             return
 
         try:
@@ -113,7 +111,7 @@ class FactScheduledTransactions(Facts):
                 "transfer_account_id"
             ])
         except Exception as e:
-            self.logger.error(f"Failed to select columns from the scheduled transactions DataFrame: {e}")
+            logging.error(f"Failed to select columns from the scheduled transactions DataFrame: {e}")
             return
 
         try:
@@ -122,10 +120,10 @@ class FactScheduledTransactions(Facts):
                 pl.col("date_next").str.strptime(pl.Date, format="%Y-%m-%d").alias("date_next")
             ])
         except Exception as e:
-            self.logger.error(f"Failed to covert the date to date format: {e}")
+            logging.error(f"Failed to covert the date to date format: {e}")
             return
         
-        self.logger.info("Transforming the scheduled transactions DataFrame")
+        logging.info("Transforming the scheduled transactions DataFrame")
         try:
             add_scheduled_prefix = resolve_scheduled_dates.with_columns([
                 pl.col("id").alias("scheduled_transaction_id")
@@ -143,10 +141,10 @@ class FactScheduledTransactions(Facts):
                 "id", "amount"
             ])
         except Exception as e:
-            self.logger.error(f"Failed to transform the scheduled transactions DataFrame: {e}")
+            logging.error(f"Failed to transform the scheduled transactions DataFrame: {e}")
             return
-        self.logger.info("Writing the transformed scheduled transactions DataFrame to parquet file")
+        logging.info("Writing the transformed scheduled transactions DataFrame to parquet file")
         try:
             drop_scheduled_columns.write_parquet(self.config['warehouse_data_path'] + '/scheduled_transactions.parquet')
         except Exception as e:
-            self.logger.error(f"Failed to write the transformed scheduled transactions DataFrame: {e}")
+            logging.error(f"Failed to write the transformed scheduled transactions DataFrame: {e}")

pipeline/ingest.py

@@ -1,17 +1,15 @@
-import json
 import os
-import sys
 import time
-from typing import Any
-
+import json
+import logging
 import requests
-
+import sys
+from typing import Dict, Any
 import config.exit_codes as ec
 
-
 class Ingest:
 
-    def __init__(self, config: dict[str, Any],logger):
+    def __init__(self, config: Dict[str, Any]):
         """
         Initialize the Ingest class with the provided configuration.
         """
@@ -24,10 +22,9 @@ class Ingest:
         self.headers = {'Authorization': f'Bearer {self.api_token}'}
         self.MAX_RETRIES = config['REQUESTS_MAX_RETRIES']
         self.RETRY_DELAY = config['REQUESTS_RETRY_DELAY']
-        self.logger = logger
 
 
-    def save_entity_data_to_raw(self, entity: str, data: dict[str, Any]):
+    def save_entity_data_to_raw(self, entity: str, data: Dict[str, Any]):
         """
         Save the data for a specific entity to a new cache file.
         """
@@ -36,15 +33,15 @@ class Ingest:
         if not os.path.exists(directory):
             os.makedirs(directory)
         entity_file = f'{directory}/{current_time}.json'
-        self.logger.info(f"Saving {entity} data to {entity_file}")
+        logging.info(f"Saving {entity} data to {entity_file}")
         try:
             with open(entity_file, 'w') as f:
                 json.dump(data, f, indent=4)
         except Exception as e:
-            self.logger.error(f"Failed to save data for {entity} to {entity_file}")
+            logging.error(f"Failed to save data for {entity} to {entity_file}")
             raise e
 
-    def load_knowledge_cache(self) -> dict[str, Any]:
+    def load_knowledge_cache(self) -> Dict[str, Any]:
         """
         Load the knowledge cache from the file if it exists.
         """
@@ -62,7 +59,7 @@ class Ingest:
             with open(self.knowledge_file, 'r') as f:
                 knowledge_cache = json.load(f)
         except FileNotFoundError:
-            self.logger.info(f"Knowledge file not found. Creating a new one at {self.knowledge_file}. This is normal for the first run.")
+            logging.info(f"Knowledge file not found. Creating a new one at {self.knowledge_file}. This is normal for the first run.")
             os.makedirs(os.path.dirname(self.knowledge_file), exist_ok=True)
             knowledge_cache = {}
 
@@ -77,33 +74,33 @@ class Ingest:
             with open(self.knowledge_file, 'w') as f:
                 json.dump(knowledge_cache, f, indent=4)
         except Exception as e:
-            self.logger.error(f"Failed to update knowledge cache for {entity} in {self.knowledge_file}")
+            logging.error(f"Failed to update knowledge cache for {entity} in {self.knowledge_file}")
             raise e
 
     def handle_response(self, response) -> bool:
         if response.status_code == 400:
-            self.logger.error("Bad request. The request could not be understood by the API due to malformed syntax or validation errors.")
+            logging.error("Bad request. The request could not be understood by the API due to malformed syntax or validation errors.")
             sys.exit(ec.BAD_REQUEST)
         elif response.status_code == 401:
-            self.logger.error("Unauthorized. Please check your API token.")
+            logging.error("Unauthorized. Please check your API token.")
             sys.exit(ec.UNAUTHORIZED_API_TOKEN)
         elif response.status_code == 403:
-            self.logger.error("Forbidden. Access is denied.")
+            logging.error("Forbidden. Access is denied.")
             sys.exit(ec.FORBIDDEN)
         elif response.status_code == 404:
-            self.logger.error("Not found. The specified URL does not exist.")
+            logging.error("Not found. The specified URL does not exist.")
             sys.exit(ec.NOT_FOUND)
         elif response.status_code == 409:
-            self.logger.error("Conflict. The resource cannot be saved due to a conflict.")
+            logging.error("Conflict. The resource cannot be saved due to a conflict.")
             sys.exit(ec.CONFLICT)
         elif response.status_code == 429:
-            self.logger.error("Too many requests. You have made too many requests in a short amount of time.")
+            logging.error("Too many requests. You have made too many requests in a short amount of time.")
             return True
         elif response.status_code == 500:
-            self.logger.error("Internal server error. The API experienced an unexpected error.")
+            logging.error("Internal server error. The API experienced an unexpected error.")
             return True
         elif response.status_code == 503:
-            self.logger.error("Service unavailable. The API is temporarily disabled or a request timeout occurred.")
+            logging.error("Service unavailable. The API is temporarily disabled or a request timeout occurred.")
             return True
         else:
             response.raise_for_status()
@@ -116,14 +113,14 @@ class Ingest:
         for entity in self.entities:
             file_path = f'data/raw/{entity}'
             if os.path.exists(file_path) and os.listdir(file_path):
-                self.logger.warning(f"Raw data exists for {entity} processing any raw data we already have.")
+                logging.warning(f"Raw data exists for {entity} processing any raw data we already have.")
                 break # break here instead of continue as we dont want to update our server knowledge cache and potentially miss data.
 
             knowledge_cache = self.load_knowledge_cache()
             last_knowledge = knowledge_cache.get(entity, 0)
             #logging.debug(f'Last Knowledge of {entity}: {last_knowledge}')
 
-            self.logger.info(f'Fetching {entity} data since last knowledge: {last_knowledge}')
+            logging.info(f'Fetching {entity} data since last knowledge: {last_knowledge}')
             url = f'{self.base_url}/{self.budget_id}/{entity}?last_knowledge_of_server={last_knowledge}'
             response = None
             for attempt in range(self.MAX_RETRIES):
@@ -133,17 +130,17 @@ class Ingest:
                     if not should_retry:
                         break  # Exit the loop if the request is successful
                 except requests.exceptions.RequestException as e:
-                    self.logger.error(f"Error fetching {entity} data (attempt {attempt + 1}/{self.MAX_RETRIES}): {e}")
+                    logging.error(f"Error fetching {entity} data (attempt {attempt + 1}/{self.MAX_RETRIES}): {e}")
                     if attempt < self.MAX_RETRIES - 1:
                         time.sleep(self.RETRY_DELAY)  # Wait before retrying
                     else:
-                        self.logger.error("Max retries reached. Exiting.")
+                        logging.error("Max retries reached. Exiting.")
                         sys.exit(ec.REQUESTS_ERROR)
 
             data = response.json()
-            self.logger.debug(f'response data: {data}')
+            logging.debug(f'response data: {data}')
             server_knowledge = data['data'].get('server_knowledge')
-            self.logger.debug(f'{entity} new server knowledge: {server_knowledge}')
+            logging.debug(f'{entity} new server knowledge: {server_knowledge}')
 
             if server_knowledge is not None and server_knowledge != last_knowledge:
                 self.update_server_knowledge_cache(entity, server_knowledge)
@@ -151,4 +148,4 @@ class Ingest:
                 entity_data.pop('server_knowledge', None)
                 self.save_entity_data_to_raw(entity, entity_data)
             else:
-                self.logger.info(f"No new data for {entity}. Skipping cache update.")
+                logging.info(f"No new data for {entity}. Skipping cache update.")

pipeline/pipeline_main.py

@@ -1,19 +1,25 @@
 '''Module to run the data pipeline'''
 
-from pipeline import duckdb_layer, ingest, raw_to_base
+import logging
+
+from pipeline.ingest import Ingest
+from pipeline.raw_to_base import RawToBase
+from pipeline.dimensions import DimAccounts, DimCategories, DimPayees, DimDate
+from pipeline.facts import FactTransactions, FactScheduledTransactions
 
 
-def pipeline_main(config, logger):
+def pipeline_main(config):
     '''Run the data pipeline'''
-    logger.info('Starting data pipeline')
+    logging.info('Starting data pipeline')
 
-    ingest.Ingest(config, logger).start_ingestion()
-    raw_to_base.RawToBase(config, logger)
+    ingest = Ingest(config)
+    ingest.start_ingestion()
+    RawToBase(config)
+    DimAccounts(config)
+    DimCategories(config)
+    DimPayees(config)
+    DimDate(config)
+    FactTransactions(config)
+    FactScheduledTransactions(config)
 
-    duckdb_layer.get_duckdb_layer(
-        config['base_data_path'],
-        config['warehouse_data_path'],
-        logger
-    )
-
-    logger.info('Data pipeline completed successfully')
+    logging.info('Data pipeline completed successfully')

pipeline/raw_to_base.py

@@ -1,16 +1,14 @@
-import json
 import os
+import json
+import logging
 import sys
 from datetime import datetime
-from typing import Any
-
+from typing import Dict, Any
+import config.exit_codes as ec
 import polars as pl
 
-import config.exit_codes as ec
-
-
 class RawToBase:
-    def __init__(self, config: dict[str, Any],logger):
+    def __init__(self, config: Dict[str, Any]):
         self.entities = config['entities']
         self.primary_keys = config['primary_keys']
         self.raw_data_path = config['raw_data_path']
@@ -18,40 +16,39 @@ class RawToBase:
         self.base_data_path = config['base_data_path']
         self.data = {}
         self.base_data = {}
-        self.logger = logger
         self.process_entities()
 
     def process_entities(self):
         for entity in self.entities:
-            self.logger.info(f"Processing entity: {entity}")
+            logging.info(f"Processing entity: {entity}")
             # check the file is in the raw data path, if not skip the entity
             folder_path = os.path.join(self.raw_data_path, entity)
             folder_contents = os.listdir(folder_path)
             if not folder_contents:
-                self.logger.warning(f"The folder {folder_path} is empty skipping {entity}.")
+                logging.warning(f"The folder {folder_path} is empty skipping {entity}.")
                 continue
             if not self._load_raw_data(entity):
-                self.logger.warning(f"Skipping processing for entity: {entity} due to empty data.")
+                logging.warning(f"Skipping processing for entity: {entity} due to empty data.")
                 continue
             self._load_existing_base_data(entity)
             self._combine_data(entity)
             if not self._save_base_data(entity):
-                self.logger.error(f"Skipping processing for entity: {entity} due to failed saving base data.")
+                logging.error(f"Skipping processing for entity: {entity} due to failed saving base data.")
                 continue
             if not self._move_raw_to_processed(entity):
-                self.logger.error(f"entity: {entity} has been processed, but we could not move the file out of the raw folder, please clear the raw folder for {entity}.")
+                logging.error(f"entity: {entity} has been processed, but we could not move the file out of the raw folder, please clear the raw folder for {entity}.")
                 sys.exit(ec.MOVE_FILE_ERROR)
-            self.logger.info(f"Successfully processed entity: {entity}")
+            logging.info(f"Successfully processed entity: {entity}")
 
     def _load_raw_data(self, entity):
         entity_path = os.path.join(self.raw_data_path, entity)
         self.data[entity] = []
-        self.logger.debug(f"Loading data for entity: {entity} from path: {entity_path}")
+        logging.debug(f"Loading data for entity: {entity} from path: {entity_path}")
 
         files = [f for f in os.listdir(entity_path) if f.endswith('.json')]
 
         if len(files) > 1:
-            self.logger.error(f"""More than one file found in path: {entity_path}. Skipping processing for entity: {entity}.
+            logging.error(f"""More than one file found in path: {entity_path}. Skipping processing for entity: {entity}.
 recommended actions is to move the newest file(s) out, re-run main.py.
 Then move the files back in one at a time oldest to newest and run again for each file""")
             return False
@@ -59,12 +56,12 @@ Then move the files back in one at a time oldest to newest and run again for eac
         if len(files) == 1:
             file_name = files[0]
             file_path = os.path.join(entity_path, file_name)
-            self.logger.debug(f"Reading file: {file_path}")
+            logging.debug(f"Reading file: {file_path}")
             try:
                 with open(file_path, 'r') as f:
                     data = json.load(f)
             except Exception as e:
-                self.logger.error(f"Failed to load data from file: {file_path}, error: {e}")
+                logging.error(f"Failed to load data from file: {file_path}, error: {e}")
                 return False
 
             if self._is_data_empty(entity, data, file_path):
@@ -72,37 +69,37 @@ Then move the files back in one at a time oldest to newest and run again for eac
 
             modified_data = self._add_ingestion_date(entity, data, file_name)
             for index, record in enumerate(modified_data):
-                self.logger.debug(f"processing record: {record}")
+                logging.debug(f"processing record: {record}")
                 filtered_record = {k: v for k, v in record.items() if not k.startswith('debt_')}
                 modified_data[index] = filtered_record
-                self.logger.debug(f"filtered record: {filtered_record}")
-            self.logger.debug(f"modified data: {modified_data}")
+                logging.debug(f"filtered record: {filtered_record}")
+            logging.debug(f"modified data: {modified_data}")
 
             self.data[entity].append(modified_data)
-            self.logger.debug(f"Successfully loaded data from file: {file_path}")
+            logging.debug(f"Successfully loaded data from file: {file_path}")
         return True
 
     def _is_data_empty(self, entity, data, file_path):
-        self.logger.debug(f"Checking if data is empty for entity: {entity}")
+        logging.debug(f"Checking if data is empty for entity: {entity}")
         if entity == "categories":
             has_categories = any(group.get("categories") for group in data.get("category_groups", []))
             if not has_categories:
-                self.logger.warning(f"Received empty data for entity: {entity} in file: {file_path}, deleting file.")
+                logging.warning(f"Received empty data for entity: {entity} in file: {file_path}, deleting file.")
                 os.remove(file_path)
                 return True
         else:
             if not data.get(entity, []):
-                self.logger.warning(f"Received empty data for entity: {entity} in file: {file_path}, deleting file.")
+                logging.warning(f"Received empty data for entity: {entity} in file: {file_path}, deleting file.")
                 os.remove(file_path)
                 return True
-        self.logger.debug(f"Data is not empty for entity: {entity}")
+        logging.debug(f"Data is not empty for entity: {entity}")
         return False
 
     def _add_ingestion_date(self, entity, data, file_name):
         modified_data = []
         ingestion_date = datetime.strptime(file_name.split('.')[0], '%Y%m%d%H%M%S').date()
 
-        self.logger.debug(f"Adding ingestion date to data for entity: {entity}")
+        logging.debug(f"Adding ingestion date to data for entity: {entity}")
         if entity == 'categories':
             for group in data.get('category_groups', []):
                 for category in group.get('categories', []):
@@ -115,22 +112,22 @@ Then move the files back in one at a time oldest to newest and run again for eac
                     modified_data.append(record)
                 else:
                     modified_data.append({'record': record, 'ingestion_date': ingestion_date})
-        self.logger.debug(f"Successfully added ingestion date to data for entity: {entity}")
+        logging.debug(f"Successfully added ingestion date to data for entity: {entity}")
         return modified_data
 
     def _load_existing_base_data(self, entity):
         base_path = os.path.join(self.base_data_path, f'{entity}.parquet')
         if os.path.exists(base_path):
-            self.logger.debug(f"Loading existing base data for entity: {entity} from path: {base_path}")
+            logging.debug(f"Loading existing base data for entity: {entity} from path: {base_path}")
             try:
                 self.base_data[entity] = pl.read_parquet(base_path)
             except Exception as e:
-                self.logger.error(f"Failed to load existing base data for entity: {entity}, error: {e}, Creating an empty DataFrame")
+                logging.error(f"Failed to load existing base data for entity: {entity}, error: {e}, Creating an empty DataFrame")
                 self.base_data[entity] = pl.DataFrame()
-            self.logger.debug(f"Successfully loaded existing base data for entity: {entity}")
+            logging.debug(f"Successfully loaded existing base data for entity: {entity}")
         else:
             self.base_data[entity] = pl.DataFrame()
-            self.logger.debug(f"No existing base data found for entity: {entity}, starting with an empty DataFrame")
+            logging.debug(f"No existing base data found for entity: {entity}, starting with an empty DataFrame")
 
     #Function to cast null Struct({'': Null}) columns to String
     def _cast_struct_to_string(self,df):
@@ -145,7 +142,7 @@ Then move the files back in one at a time oldest to newest and run again for eac
         return df
 
     def _combine_data(self, entity):
-        self.logger.debug(f"Combining data for entity: {entity}")
+        logging.debug(f"Combining data for entity: {entity}")
         combined_data = []
 
         # Combine data from the entity
@@ -162,8 +159,8 @@ Then move the files back in one at a time oldest to newest and run again for eac
         # Ensure the unique id column is preserved
         unique_id = self.primary_keys[entity]['unique_id']
         if unique_id not in new_data_df.columns:
-            self.logger.error(f"Unique ID column '{unique_id}' not found in the combined data for entity: {entity}")
-            sys.exit(ec.UNIQUE_ID_NOT_FOUND)
+            logging.error(f"Unique ID column '{unique_id}' not found in the combined data for entity: {entity}")
+            exit(ec.UNIQUE_ID_NOT_FOUND)
 
         # Cast columns in new_data_df
         new_data_df = self._cast_struct_to_string(new_data_df)
@@ -191,7 +188,7 @@ Then move the files back in one at a time oldest to newest and run again for eac
         else:
             self.base_data[entity] = new_data_df
 
-        self.logger.debug(f"Successfully combined data for entity: {entity}")
+        logging.debug(f"Successfully combined data for entity: {entity}")
 
     def _save_base_data(self, entity):
         os.makedirs(self.base_data_path, exist_ok=True)
@@ -199,9 +196,9 @@ Then move the files back in one at a time oldest to newest and run again for eac
         try:
             self.base_data[entity].write_parquet(file_path)
         except Exception as e:
-            self.logger.error(f"Failed to save base data for entity: {entity}, error: {e}")
+            logging.error(f"Failed to save base data for entity: {entity}, error: {e}")
             return False
-        self.logger.debug(f"Saved base data for entity: {entity} to path: {file_path}")
+        logging.debug(f"Saved base data for entity: {entity} to path: {file_path}")
         return True
 
     def _move_raw_to_processed(self, entity):
@@ -213,24 +210,24 @@ Then move the files back in one at a time oldest to newest and run again for eac
         try:
             files = [f for f in os.listdir(raw_entity_path) if f.endswith('.json')]
             if len(files) != 1:
-                self.logger.error(f"Expected exactly one file in path: {raw_entity_path}, but found {len(files)}")
+                logging.error(f"Expected exactly one file in path: {raw_entity_path}, but found {len(files)}")
                 return False
 
             file_name = files[0]
             raw_file_path = os.path.join(raw_entity_path, file_name)
             processed_file_path = os.path.join(processed_path, file_name)
 
-            self.logger.debug(f"Moving file: {raw_file_path} to {processed_file_path}")
+            logging.debug(f"Moving file: {raw_file_path} to {processed_file_path}")
 
             os.rename(raw_file_path, processed_file_path)
-            self.logger.debug(f"Moved file: {file_name} to processed")
+            logging.debug(f"Moved file: {file_name} to processed")
 
         except FileNotFoundError as e:
-            self.logger.error(f"File not found: {e}")
+            logging.error(f"File not found: {e}")
             return False
         except Exception as e:
-            self.logger.error(f"Failed to move file for entity: {entity}, error: {e}")
+            logging.error(f"Failed to move file for entity: {entity}, error: {e}")
             return False
 
-        self.logger.debug(f"Moved processed file for entity: {entity} to path: {processed_path}")
+        logging.debug(f"Moved processed file for entity: {entity} to path: {processed_path}")
         return True

pyproject.toml

@@ -5,13 +5,14 @@ description = "Add your description here"
 readme = "README.md"
 requires-python = ">=3.13"
 dependencies = [
-    "duckdb>=1.5.5",
-    "pandas>=3.0.5",
-    "polars>=1.43.0",
-    "pyarrow>=25.0.0",
-    "pytest>=9.1.1",
-    "python-dotenv>=1.2.2",
-    "pyyaml>=6.0.3",
-    "requests>=2.34.2",
-    "ruff>=0.16.0",
+    "dash>=3.0.4",
+    "dash-bootstrap-components>=2.0.3",
+    "pandas>=2.2.3",
+    "polars>=1.30.0",
+    "pyarrow>=20.0.0",
+    "pytest>=8.3.5",
+    "python-dotenv>=1.1.0",
+    "pyyaml>=6.0.2",
+    "requests>=2.32.3",
+    "ruff>=0.11.12",
 ]

tests/test_ingest.py

@@ -1,112 +1,126 @@
+import pytest
+from unittest.mock import patch, mock_open, MagicMock
 import json
 import os
-from unittest.mock import MagicMock, mock_open, patch
 
-import pytest
-
-import config.exit_codes as ec
 from pipeline.ingest import Ingest
+import config.exit_codes as ec
 
 # Mock configuration for initializing the Ingest class
 mock_config = {
-    'API_TOKEN': 'test_token',
-    'BUDGET_ID': 'test_budget_id',
-    'base_url': 'http://test_base_url',
-    'knowledge_file': 'data/test_knowledge_file.json',
-    'entities': ['entity1', 'entity2'],
-    'raw_data_path': 'test_raw_data_path',
-    'REQUESTS_MAX_RETRIES': 3,
-    'REQUESTS_RETRY_DELAY': 1
+    "API_TOKEN": "test_token",
+    "BUDGET_ID": "test_budget_id",
+    "base_url": "http://test_base_url",
+    "knowledge_file": "data/test_knowledge_file.json",
+    "entities": ["entity1", "entity2"],
+    "raw_data_path": "test_raw_data_path",
+    "REQUESTS_MAX_RETRIES": 3,
+    "REQUESTS_RETRY_DELAY": 1,
 }
 
 # Test for load_knowledge_cache method
+
+
 def test_load_knowledge_cache_file_exists():
     mock_data = {"key": "value"}
-    with patch('os.path.exists', return_value=True), \
-         patch('builtins.open', mock_open(read_data=json.dumps(mock_data))) as mock_file:
-        
+    with (
+        patch("os.path.exists", return_value=True),
+        patch("builtins.open", mock_open(read_data=json.dumps(mock_data))) as mock_file,
+    ):
         ingest_instance = Ingest(mock_config)
         result = ingest_instance.load_knowledge_cache()
 
-        mock_file.assert_called_once_with(mock_config['knowledge_file'], 'r')
+        mock_file.assert_called_once_with(mock_config["knowledge_file"], "r")
         assert result == mock_data
 
-def test_load_knowledge_cache_file_not_exists():
-    with patch('os.path.exists', return_value=False):
 
+def test_load_knowledge_cache_file_not_exists():
+    with patch("os.path.exists", return_value=False):
         ingest_instance = Ingest(mock_config)
         result = ingest_instance.load_knowledge_cache()
 
         assert result == {}
 
+
 # Test for save_entity_data_to_raw method
+
+
 def test_save_entity_data_to_raw_success():
-    entity = 'entity1'
+    entity = "entity1"
     data = {"key": "value"}
-    current_time = '20230101123000'
-    directory = os.path.join(mock_config['raw_data_path'], entity)
-    entity_file = f'{directory}/{current_time}.json'
-
-    with patch('os.path.exists', return_value=False), \
-         patch('os.makedirs') as mock_makedirs, \
-         patch('builtins.open', mock_open()) as mock_file, \
-         patch('time.strftime', return_value=current_time), \
-         patch('logging.info') as mock_logging_info:
+    current_time = "20230101123000"
+    directory = os.path.join(mock_config["raw_data_path"], entity)
+    entity_file = f"{directory}/{current_time}.json"
 
+    with (
+        patch("os.path.exists", return_value=False),
+        patch("os.makedirs") as mock_makedirs,
+        patch("builtins.open", mock_open()) as mock_file,
+        patch("time.strftime", return_value=current_time),
+        patch("logging.info") as mock_logging_info,
+    ):
         ingest_instance = Ingest(mock_config)
         ingest_instance.save_entity_data_to_raw(entity, data)
 
         mock_makedirs.assert_called_once_with(directory)
-        mock_file.assert_called_once_with(entity_file, 'w')
+        mock_file.assert_called_once_with(entity_file, "w")
 
         # Get the file handle and check the written content
         handle = mock_file()
         handle.write.assert_called()
-        written_content = ''.join(call.args[0] for call in handle.write.call_args_list)
+        written_content = "".join(call.args[0] for call in handle.write.call_args_list)
         assert written_content == json.dumps(data, indent=4)
 
-        mock_logging_info.assert_called_once_with(f"Saving {entity} data to {entity_file}")
+        mock_logging_info.assert_called_once_with(
+            f"Saving {entity} data to {entity_file}"
+        )
+
 
 def test_save_entity_data_to_raw_existing_directory():
-    entity = 'entity1'
+    entity = "entity1"
     data = {"key": "value"}
-    current_time = '20230101123000'
-    directory = os.path.join(mock_config['raw_data_path'], entity)
-    entity_file = f'{directory}/{current_time}.json'
-
-    with patch('os.path.exists', return_value=True), \
-         patch('os.makedirs') as mock_makedirs, \
-         patch('builtins.open', mock_open()) as mock_file, \
-         patch('time.strftime', return_value=current_time), \
-         patch('logging.info') as mock_logging_info:
+    current_time = "20230101123000"
+    directory = os.path.join(mock_config["raw_data_path"], entity)
+    entity_file = f"{directory}/{current_time}.json"
 
+    with (
+        patch("os.path.exists", return_value=True),
+        patch("os.makedirs") as mock_makedirs,
+        patch("builtins.open", mock_open()) as mock_file,
+        patch("time.strftime", return_value=current_time),
+        patch("logging.info") as mock_logging_info,
+    ):
         ingest_instance = Ingest(mock_config)
         ingest_instance.save_entity_data_to_raw(entity, data)
 
         mock_makedirs.assert_not_called()
-        mock_file.assert_called_once_with(entity_file, 'w')
+        mock_file.assert_called_once_with(entity_file, "w")
 
         # Get the file handle and check the written content
         handle = mock_file()
         handle.write.assert_called()
-        written_content = ''.join(call.args[0] for call in handle.write.call_args_list)
+        written_content = "".join(call.args[0] for call in handle.write.call_args_list)
         assert written_content == json.dumps(data, indent=4)
 
-        mock_logging_info.assert_called_once_with(f"Saving {entity} data to {entity_file}")
+        mock_logging_info.assert_called_once_with(
+            f"Saving {entity} data to {entity_file}"
+        )
+
 
 def test_save_entity_data_to_raw_error():
-    entity = 'entity1'
+    entity = "entity1"
     data = {"key": "value"}
-    current_time = '20230101123000'
-    directory = os.path.join(mock_config['raw_data_path'], entity)
-    entity_file = f'{directory}/{current_time}.json'
-
-    with patch('os.path.exists', return_value=True), \
-         patch('builtins.open', mock_open()) as mock_file, \
-         patch('time.strftime', return_value=current_time), \
-         patch('logging.info') as mock_logging_info, \
-         patch('logging.error') as mock_logging_error:
+    current_time = "20230101123000"
+    directory = os.path.join(mock_config["raw_data_path"], entity)
+    entity_file = f"{directory}/{current_time}.json"
 
+    with (
+        patch("os.path.exists", return_value=True),
+        patch("builtins.open", mock_open()) as mock_file,
+        patch("time.strftime", return_value=current_time),
+        patch("logging.info") as mock_logging_info,
+        patch("logging.error") as mock_logging_error,
+    ):
         mock_file.side_effect = Exception("Test error")
 
         ingest_instance = Ingest(mock_config)
@@ -114,39 +128,47 @@ def test_save_entity_data_to_raw_error():
         with pytest.raises(Exception, match="Test error"):
             ingest_instance.save_entity_data_to_raw(entity, data)
 
-        mock_logging_error.assert_called_once_with(f"Failed to save data for {entity} to {entity_file}")
+        mock_logging_error.assert_called_once_with(
+            f"Failed to save data for {entity} to {entity_file}"
+        )
+
 
 def test_update_server_knowledge_cache_file_exists():
-    entity = 'entity1'
+    entity = "entity1"
     server_knowledge = {"key": "value"}
     existing_cache = {"entity2": {"key": "old_value"}}
     updated_cache = {"entity2": {"key": "old_value"}, "entity1": {"key": "value"}}
 
-    with patch('builtins.open', mock_open(read_data=json.dumps(existing_cache))) as mock_file, \
-         patch('os.path.exists', return_value=True), \
-         patch('logging.error') as mock_logging_error:
-
+    with (
+        patch(
+            "builtins.open", mock_open(read_data=json.dumps(existing_cache))
+        ) as mock_file,
+        patch("os.path.exists", return_value=True),
+        patch("logging.error") as mock_logging_error,
+    ):
         ingest_instance = Ingest(mock_config)
         ingest_instance.update_server_knowledge_cache(entity, server_knowledge)
 
-        mock_file.assert_called_with(mock_config['knowledge_file'], 'w')
+        mock_file.assert_called_with(mock_config["knowledge_file"], "w")
         handle = mock_file()
         handle.write.assert_called()
-        written_content = ''.join(call.args[0] for call in handle.write.call_args_list)
+        written_content = "".join(call.args[0] for call in handle.write.call_args_list)
         assert json.loads(written_content) == updated_cache
         mock_logging_error.assert_not_called()
 
+
 def test_update_server_knowledge_cache_file_not_exists():
-    entity = 'entity1'
+    entity = "entity1"
     server_knowledge = {"key": "value"}
     updated_cache = {"entity1": {"key": "value"}}
 
-    with patch('builtins.open', mock_open()) as mock_file, \
-         patch('os.path.exists', return_value=False), \
-         patch('os.makedirs') as mock_makedirs, \
-         patch('logging.info') as mock_logging_info, \
-         patch('logging.error') as mock_logging_error:
-
+    with (
+        patch("builtins.open", mock_open()) as mock_file,
+        patch("os.path.exists", return_value=False),
+        patch("os.makedirs") as mock_makedirs,
+        patch("logging.info") as mock_logging_info,
+        patch("logging.error") as mock_logging_error,
+    ):
         # Ensure the side_effect list has enough elements to cover all calls to open
         mock_file.side_effect = [FileNotFoundError(), mock_open().return_value]
 
@@ -155,17 +177,25 @@ def test_update_server_knowledge_cache_file_not_exists():
         with pytest.raises(FileNotFoundError):
             ingest_instance.update_server_knowledge_cache(entity, server_knowledge)
 
-        mock_makedirs.assert_called_once_with(os.path.dirname(mock_config['knowledge_file']), exist_ok=True)
-        mock_file.assert_called_with(mock_config['knowledge_file'], 'w')
-        mock_logging_error.assert_called_once_with(f"Failed to update knowledge cache for {entity} in {mock_config['knowledge_file']}")
+        mock_makedirs.assert_called_once_with(
+            os.path.dirname(mock_config["knowledge_file"]), exist_ok=True
+        )
+        mock_file.assert_called_with(mock_config["knowledge_file"], "w")
+        mock_logging_error.assert_called_once_with(
+            f"Failed to update knowledge cache for {entity} in {
+                mock_config['knowledge_file']
+            }"
+        )
+
 
 def test_update_server_knowledge_cache_write_error():
-    entity = 'entity1'
+    entity = "entity1"
     server_knowledge = {"key": "value"}
 
-    with patch('builtins.open', mock_open()) as mock_file, \
-         patch('logging.error') as mock_logging_error:
-
+    with (
+        patch("builtins.open", mock_open()) as mock_file,
+        patch("logging.error") as mock_logging_error,
+    ):
         mock_file.side_effect = Exception("Test error")
 
         ingest_instance = Ingest(mock_config)
@@ -173,35 +203,43 @@ def test_update_server_knowledge_cache_write_error():
         with pytest.raises(Exception, match="Test error"):
             ingest_instance.update_server_knowledge_cache(entity, server_knowledge)
 
-        mock_logging_error.assert_called_once_with(f"Failed to update knowledge cache for {entity} in {mock_config['knowledge_file']}")
+        mock_logging_error.assert_called_once_with(
+            f"Failed to update knowledge cache for {entity} in {
+                mock_config['knowledge_file']
+            }"
+        )
+
 
 def test_check_rate_limit_above_threshold():
     response = MagicMock()
-    response.headers = {'X-Rate-Limit': '10/100'}
+    response.headers = {"X-Rate-Limit": "10/100"}
 
     ingest_instance = Ingest(mock_config)
     result = ingest_instance.check_rate_limit(response)
 
     assert result is None
 
+
 def test_check_rate_limit_below_threshold():
     response = MagicMock()
-    response.headers = {'X-Rate-Limit': '90/100'}
+    response.headers = {"X-Rate-Limit": "90/100"}
 
     ingest_instance = Ingest(mock_config)
     result = ingest_instance.check_rate_limit(response)
 
     assert result is None
 
+
 def test_check_rate_limit_exceeded():
     response = MagicMock()
-    response.headers = {'X-Rate-Limit': '100/100'}
+    response.headers = {"X-Rate-Limit": "100/100"}
 
     ingest_instance = Ingest(mock_config)
     result = ingest_instance.check_rate_limit(response)
 
     assert result is True
 
+
 def test_check_rate_limit_header_missing():
     response = MagicMock()
     response.headers = {}
@@ -211,6 +249,7 @@ def test_check_rate_limit_header_missing():
 
     assert result is None
 
+
 def test_handle_response_bad_request():
     response = MagicMock()
     response.status_code = 400
@@ -219,9 +258,10 @@ def test_handle_response_bad_request():
 
     with pytest.raises(SystemExit) as e:
         ingest_instance.handle_response(response)
-    assert e.type == SystemExit
+    assert e.type is SystemExit
     assert e.value.code == ec.BAD_REQUEST
 
+
 def test_handle_response_unauthorized():
     response = MagicMock()
     response.status_code = 401
@@ -230,9 +270,10 @@ def test_handle_response_unauthorized():
 
     with pytest.raises(SystemExit) as e:
         ingest_instance.handle_response(response)
-    assert e.type == SystemExit
+    assert e.type is SystemExit
     assert e.value.code == ec.UNAUTHORIZED_API_TOKEN
 
+
 def test_handle_response_forbidden():
     response = MagicMock()
     response.status_code = 403
@@ -241,9 +282,10 @@ def test_handle_response_forbidden():
 
     with pytest.raises(SystemExit) as e:
         ingest_instance.handle_response(response)
-    assert e.type == SystemExit
+    assert e.type is SystemExit
     assert e.value.code == ec.FORBIDDEN
 
+
 def test_handle_response_not_found():
     response = MagicMock()
     response.status_code = 404
@@ -252,9 +294,10 @@ def test_handle_response_not_found():
 
     with pytest.raises(SystemExit) as e:
         ingest_instance.handle_response(response)
-    assert e.type == SystemExit
+    assert e.type is SystemExit
     assert e.value.code == ec.NOT_FOUND
 
+
 def test_handle_response_conflict():
     response = MagicMock()
     response.status_code = 409
@@ -263,9 +306,10 @@ def test_handle_response_conflict():
 
     with pytest.raises(SystemExit) as e:
         ingest_instance.handle_response(response)
-    assert e.type == SystemExit
+    assert e.type is SystemExit
     assert e.value.code == ec.CONFLICT
 
+
 def test_handle_response_too_many_requests():
     response = MagicMock()
     response.status_code = 429
@@ -275,6 +319,7 @@ def test_handle_response_too_many_requests():
     result = ingest_instance.handle_response(response)
     assert result is True
 
+
 def test_handle_response_internal_server_error():
     response = MagicMock()
     response.status_code = 500
@@ -284,6 +329,7 @@ def test_handle_response_internal_server_error():
     result = ingest_instance.handle_response(response)
     assert result is True
 
+
 def test_handle_response_service_unavailable():
     response = MagicMock()
     response.status_code = 503
@@ -293,6 +339,7 @@ def test_handle_response_service_unavailable():
     result = ingest_instance.handle_response(response)
     assert result is True
 
+
 def test_handle_response_ok():
     response = MagicMock()
     response.status_code = 200
@@ -302,5 +349,7 @@ def test_handle_response_ok():
     result = ingest_instance.handle_response(response)
     assert result is False
 
+
 if __name__ == "__main__":
     pytest.main()
+

tests/test_main.py

@@ -1,11 +1,9 @@
-import logging
-from unittest.mock import MagicMock, mock_open, patch
-
+from unittest.mock import patch, mock_open, MagicMock
 import yaml
+import logging
 
+from main import set_up_logging, load_config
 import config.exit_codes as ec
-from main import load_config, set_up_logging
-
 
 # Test for set_up_logging function
 def test_set_up_logging_success():

uv.lock

@@ -1,70 +1,57 @@
 version = 1
-revision = 3
+revision = 2
 requires-python = ">=3.13"
-resolution-markers = [
-    "python_full_version >= '3.14' and sys_platform == 'win32'",
-    "python_full_version >= '3.14' and sys_platform == 'emscripten'",
-    "python_full_version >= '3.14' and sys_platform != 'emscripten' and sys_platform != 'win32'",
-    "python_full_version < '3.14' and sys_platform == 'win32'",
-    "python_full_version < '3.14' and sys_platform == 'emscripten'",
-    "python_full_version < '3.14' and sys_platform != 'emscripten' and sys_platform != 'win32'",
+
+[[package]]
+name = "blinker"
+version = "1.9.0"
+source = { registry = "https://pypi.org/simple" }
+sdist = { url = "https://files.pythonhosted.org/packages/21/28/9b3f50ce0e048515135495f198351908d99540d69bfdc8c1d15b73dc55ce/blinker-1.9.0.tar.gz", hash = "sha256:b4ce2265a7abece45e7cc896e98dbebe6cead56bcf805a3d23136d145f5445bf", size = 22460, upload-time = "2024-11-08T17:25:47.436Z" }
+wheels = [
+    { url = "https://files.pythonhosted.org/packages/10/cb/f2ad4230dc2eb1a74edf38f1a38b9b52277f75bef262d8908e60d957e13c/blinker-1.9.0-py3-none-any.whl", hash = "sha256:ba0efaa9080b619ff2f3459d1d500c57bddea4a6b424b60a91141db6fd2f08bc", size = 8458, upload-time = "2024-11-08T17:25:46.184Z" },
 ]
 
 [[package]]
 name = "certifi"
-version = "2026.7.22"
+version = "2025.4.26"
 source = { registry = "https://pypi.org/simple" }
-sdist = { url = "https://files.pythonhosted.org/packages/a3/c2/24167ea9858356b47a87a50d39908bfdb72ceeefe0041586e704e5376b3a/certifi-2026.7.22.tar.gz", hash = "sha256:741e2c3b351ddf169a738da9f2c048608ff7f2c5cc02f1ebc6b118bb090d5d55", size = 138112, upload-time = "2026-07-22T03:35:12.644Z" }
+sdist = { url = "https://files.pythonhosted.org/packages/e8/9e/c05b3920a3b7d20d3d3310465f50348e5b3694f4f88c6daf736eef3024c4/certifi-2025.4.26.tar.gz", hash = "sha256:0a816057ea3cdefcef70270d2c515e4506bbc954f417fa5ade2021213bb8f0c6", size = 160705, upload-time = "2025-04-26T02:12:29.51Z" }
 wheels = [
-    { url = "https://files.pythonhosted.org/packages/0b/a7/71ac2cff56fec219ed242bb11b8efb69fcc4bec75db06fb7bfe35de520e6/certifi-2026.7.22-py3-none-any.whl", hash = "sha256:62f22742b58a1a33014a2b6b706588a8d7e2a88ae7bd1a6ebe8c992928483775", size = 136983, upload-time = "2026-07-22T03:35:11.276Z" },
+    { url = "https://files.pythonhosted.org/packages/4a/7e/3db2bd1b1f9e95f7cddca6d6e75e2f2bd9f51b1246e546d88addca0106bd/certifi-2025.4.26-py3-none-any.whl", hash = "sha256:30350364dfe371162649852c63336a15c70c6510c2ad5015b21c2345311805f3", size = 159618, upload-time = "2025-04-26T02:12:27.662Z" },
 ]
 
 [[package]]
 name = "charset-normalizer"
-version = "3.4.9"
+version = "3.4.2"
 source = { registry = "https://pypi.org/simple" }
-sdist = { url = "https://files.pythonhosted.org/packages/bd/2a/23f34ec9d04624958e137efdc394888716353190e75f25dd22c7a2c7a8aa/charset_normalizer-3.4.9.tar.gz", hash = "sha256:673611bbd43f0810bec0b0f028ddeaaa501190339cac411f347ac76917c3ae7b", size = 152439, upload-time = "2026-07-07T14:34:58.454Z" }
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visuals/components.py

@@ -0,0 +1,133 @@
+import polars as pl
+import plotly.express as px
+import pandas as pd
+import logging
+# import datetime
+
+
+class data_components:
+    accounts = pl.read_parquet("data/warehouse/accounts.parquet")
+    categories = pl.read_parquet("data/warehouse/categories.parquet")
+    dates = pl.read_parquet("data/warehouse/dates.parquet")
+    payees = pl.read_parquet("data/warehouse/payees.parquet")
+    scheduled_transactions = pl.read_parquet(
+        "data/warehouse/scheduled_transactions.parquet"
+    )
+    transactions = pl.read_parquet("data/warehouse/transactions.parquet")
+
+    master_transactions = (
+        transactions.join(
+            categories,
+            left_on="category_id",
+            right_on="category_id",
+            suffix="_category",
+        )
+        .join(accounts, left_on="account_id", right_on="account_id", suffix="_account")
+        .join(payees, left_on="payee_id", right_on="payee_id", suffix="_payee")
+        .join(dates, left_on="transaction_date", right_on="date_id", suffix="_date")
+    )
+
+    def __init__(self):
+        logging.info("Initializing data components")
+        pass
+
+    def update_dates(start_date, end_date):
+        logging.info("Updating dates")
+        logging.debug(f"start_date: {start_date}, end_date: {end_date}")
+        logging.debug(data_components.master_transactions.columns)
+        try:
+            master_data = data_components.master_transactions.filter(
+                pl.col("date").is_between(start_date, end_date)
+            )
+        except Exception as e:
+            logging.error(f"Error updating dates: {e}")
+            raise e
+        return master_data
+
+    def update_data(master_data, callback=0):
+        # Create aggregations
+        spend_per_day = master_data.sql("""
+            SELECT
+                date,
+                year,
+                month,
+                day,
+                ABS(SUM(transaction_amount)) as total
+            FROM self
+            WHERE category_name != 'Inflow: Ready to Assign'
+            GROUP BY date, year, month, day
+            ORDER BY date DESC
+            """)
+
+        spend_per_category = master_data.sql("""
+            SELECT
+                category_name,
+                ABS(SUM(transaction_amount)) as total
+            FROM self
+            WHERE category_name != 'Inflow: Ready to Assign'
+            GROUP BY category_name
+            ORDER BY total DESC
+            """)
+
+        spend_per_payee = master_data.sql("""
+            SELECT
+                payee_name,
+                ABS(SUM(transaction_amount)) as total
+            FROM self
+            WHERE payee_name != 'Starting Balance'
+                AND transaction_amount < 0
+            GROUP BY payee_name
+            ORDER BY total DESC
+            """)
+        total_spend = master_data.sql("""
+            SELECT ABS(SUM(transaction_amount)) AS total
+            FROM self
+            WHERE payee_name != 'Starting Balance'
+                AND transaction_amount < 0
+        """).item()
+
+        # Convert DataFrame to list of dictionaries
+        spend_per_day_data = spend_per_day.to_dicts()
+        spend_per_category_data = spend_per_category.to_dicts()
+        spend_per_payee_data = spend_per_payee.to_dicts()
+
+        # Convert list of dictionaries to Pandas DataFrame
+        spend_per_day_df = pd.DataFrame(spend_per_day_data)
+        spend_per_category_df = pd.DataFrame(spend_per_category_data)
+        spend_per_payee_df = pd.DataFrame(spend_per_payee_data)
+
+        spend_per_day_line = px.line(spend_per_day_df, x="date", y="total")
+        spend_per_day_line.update_layout(
+            plot_bgcolor="black", paper_bgcolor="black", font_color="white"
+        )
+
+        spend_per_category_bar = px.bar(
+            spend_per_category_df, x="category_name", y="total"
+        )
+        spend_per_category_bar.update_layout(
+            plot_bgcolor="black", paper_bgcolor="black", font_color="white"
+        )
+
+        spend_per_payee_bar = px.bar(spend_per_payee_df, x="payee_name", y="total")
+        spend_per_payee_bar.update_layout(
+            plot_bgcolor="black", paper_bgcolor="black", font_color="white"
+        )
+
+        total_spend_line = f"### £{total_spend:,.2f}"
+
+        data = {
+            "spend_per_day_line": spend_per_day_line,
+            "spend_per_category_bar": spend_per_category_bar,
+            "spend_per_payee_bar": spend_per_payee_bar,
+            "total_spend": total_spend_line,
+        }
+
+        if callback == 0:
+            return data
+        else:
+            return (
+                spend_per_day_line,
+                spend_per_category_bar,
+                spend_per_payee_bar,
+                total_spend,
+            )

visuals/dash_app.py

@@ -0,0 +1,34 @@
+'''Module to create a Dash app that displays visualizations of YNAB data.'''
+import dash
+from dash.dependencies import Input, Output
+import dash_bootstrap_components as dbc
+from visuals.layout import create_layout
+from visuals.components import data_components
+from datetime import date, timedelta
+import datetime
+
+today = date.today()
+one_year_ago = today - timedelta(days=365)
+
+master_data = data_components.update_dates(start_date=one_year_ago, end_date=today)
+data = data_components.update_data(master_data)
+
+
+app = dash.Dash(__name__, external_stylesheets=[dbc.themes.DARKLY])
+
+@app.callback(
+    Output("spend_per_day","figure"),
+    Output("spend_per_category","figure"),
+    Output("spend_per_payee","figure"),
+    Output("total_spend","children"),
+
+    Input('date-picker-range', 'start_date'),
+    Input('date-picker-range', 'end_date')
+)
+def update_date_range(start_date,end_date):
+    actual_start_date = datetime.date.fromisoformat(start_date)
+    actual_end_date = datetime.date.fromisoformat(end_date)
+    master_data = data_components.update_dates(actual_start_date,actual_end_date)
+    return data_components.update_data(master_data,callback=1)
+
+app.layout = create_layout(data)

visuals/layout.py

@@ -0,0 +1,135 @@
+from dash import html, dcc
+from datetime import date
+import dash_bootstrap_components as dbc
+from datetime import timedelta
+
+today = date.today()
+one_year_ago = today - timedelta(days=365)
+
+
+def create_layout(data):
+    main_body = create_main_body(data)
+    topbar = create_topbar()
+
+    return [html.Div(topbar + main_body)]
+
+
+def create_topbar():
+    return [
+        dbc.Container(
+            [
+                dbc.Row(
+                    dbc.Col(
+                        html.Div(
+                            html.H1("Data Pipeline For YNAB, Preview Visualisations"),
+                            className="text-center text-light",
+                        ),
+                        width=12,
+                    )
+                ),
+                dbc.Row(
+                    [
+                        dbc.Col(
+                            dcc.DatePickerRange(
+                                first_day_of_week=1,
+                                display_format="YYYY-MM-DD",
+                                id="date-picker-range",
+                                start_date=one_year_ago,
+                                end_date=today,
+                            ),
+                            width=4,
+                        ),
+                        dbc.Col(
+                            html.Button(
+                                "Change Date Range", id="date-range-confirm-button"
+                            ),
+                            width=2,
+                        ),
+                    ]
+                ),
+            ]
+        )
+    ]
+
+
+def create_main_body(data):
+    return [
+        dbc.Container(
+            [
+                dbc.Row(
+                    [
+                        dbc.Col(
+                            dbc.Card(
+                                dbc.CardBody(
+                                    [
+                                        html.H4(
+                                            "Spend Per Day", className="card-title"
+                                        ),
+                                        dcc.Graph(
+                                            figure=data["spend_per_day_line"],
+                                            id="spend_per_day",
+                                        ),
+                                    ]
+                                ),
+                                className="mb-4",
+                            ),
+                            width=12,
+                        )
+                    ]
+                ),
+                dbc.Row(
+                    [
+                        dbc.Col(
+                            dbc.Card(
+                                dbc.CardBody(
+                                    [
+                                        html.H4(
+                                            "Spend Per Category", className="card-title"
+                                        ),
+                                        dcc.Graph(
+                                            figure=data["spend_per_category_bar"],
+                                            id="spend_per_category",
+                                        ),
+                                    ]
+                                ),
+                                className="mb-4",
+                            ),
+                            width=5,
+                        ),
+                        dbc.Col(
+                            dbc.Card(
+                                dbc.CardBody(
+                                    [
+                                        dcc.Markdown("## Total Spend:"),
+                                        dcc.Markdown(
+                                            data["total_spend"], id="total_spend"
+                                        ),
+                                    ],
+                                ),
+                                className="text-center text-light",
+                            ),
+                            width=2,
+                        ),
+                        dbc.Col(
+                            dbc.Card(
+                                dbc.CardBody(
+                                    [
+                                        html.H4(
+                                            "Spend Per Payee", className="card-title"
+                                        ),
+                                        dcc.Graph(
+                                            figure=data["spend_per_payee_bar"],
+                                            id="spend_per_payee",
+                                        ),
+                                    ]
+                                ),
+                                className="mb-4",
+                            ),
+                            width=5,
+                        ),
+                    ]
+                ),
+            ],
+            fluid=True,
+        ),
+    ]