Allow for setting the category, tags and budget on import jobs. (#21)

Author: gjong

bpmn-process/src/main/java/com/jongsoft/finance/bpmn/delegate/scheduler/GenerateTransactionJsonDelegate.java

@@ -12,6 +12,7 @@
 import org.camunda.bpm.engine.variable.value.StringValue;
 
 import java.time.LocalDate;
+import java.util.List;
 
 @Singleton
 public class GenerateTransactionJsonDelegate implements JavaDelegate, JavaBean {
@@ -37,7 +38,10 @@ public void execute(DelegateExecution execution) throws Exception {
                             null,
                             null,
                             schedule.getDestination().getIban(),
-                            schedule.getDestination().getName());
+                            schedule.getDestination().getName(),
+                            null,
+                            null,
+                            List.of());
 
                     execution.setVariable("destinationId", schedule.getDestination().getId());
                     execution.setVariable("sourceId", schedule.getSource().getId());

bpmn-process/src/main/java/com/jongsoft/finance/bpmn/delegate/transaction/CreateTransactionDelegate.java

@@ -7,6 +7,8 @@
 import com.jongsoft.finance.messaging.commands.transaction.CreateTransactionCommand;
 import com.jongsoft.finance.messaging.handlers.TransactionCreationHandler;
 import com.jongsoft.finance.providers.AccountProvider;
+import com.jongsoft.lang.Collections;
+import com.jongsoft.lang.Control;
 import jakarta.inject.Singleton;
 import lombok.extern.slf4j.Slf4j;
 import org.camunda.bpm.engine.delegate.DelegateExecution;
@@ -70,6 +72,11 @@ public void execute(DelegateExecution execution) throws Exception {
                         .bookDate(parsedTransaction.bookDate())
                         .interestDate(parsedTransaction.interestDate())
                         .description(parsedTransaction.description())
+                        .category(parsedTransaction.category())
+                        .budget(parsedTransaction.budget())
+                        .tags(Control.Option(parsedTransaction.tags())
+                                .map(Collections::List)
+                                .getOrSupply(() -> null))
                         .importSlug(batchImportSlug));
 
         long transactionId = creationHandler.handleCreatedEvent(new CreateTransactionCommand(transaction));

gradle/wrapper/gradle-wrapper.jar

@@ -1,6 +1,6 @@
 distributionBase=GRADLE_USER_HOME
 distributionPath=wrapper/dists
-distributionUrl=https\://services.gradle.org/distributions/gradle-8.5-bin.zip
+distributionUrl=https\://services.gradle.org/distributions/gradle-8.7-bin.zip
 networkTimeout=10000
 validateDistributionUrl=true
 zipStoreBase=GRADLE_USER_HOME

gradle/wrapper/gradle-wrapper.properties

@@ -4,6 +4,7 @@
 import io.micronaut.serde.annotation.Serdeable;
 
 import java.time.LocalDate;
+import java.util.List;
 
 @Serdeable
 public record TransactionDTO(
@@ -22,7 +23,13 @@ public record TransactionDTO(
         // The IBAN of the opposing account
         String opposingIBAN,
         // The name of the opposing account
-        String opposingName) {
+        String opposingName,
+        // Optional: The name of the budget the transaction falls under
+        String budget,
+        // Optional: The category of the transaction
+        String category,
+        // Optional: The tags of the transaction
+        List<String> tags) {
 
     @Override
     public String toString() {

transaction-importer/transaction-importer-api/src/main/java/com/jongsoft/finance/importer/api/TransactionDTO.java

@@ -23,6 +23,7 @@
 import java.io.InputStreamReader;
 import java.time.LocalDate;
 import java.time.format.DateTimeFormatter;
+import java.util.List;
 import java.util.function.Function;
 
 @Singleton
@@ -129,6 +130,9 @@ private TransactionDTO readLine(String[] line, CSVConfiguration configuration) {
                 parseDate.apply(columnLocator.apply(ColumnRole.INTEREST_DATE)),
                 parseDate.apply(columnLocator.apply(ColumnRole.BOOK_DATE)),
                 columnLocator.apply(ColumnRole.OPPOSING_IBAN),
-                columnLocator.apply(ColumnRole.OPPOSING_NAME));
+                columnLocator.apply(ColumnRole.OPPOSING_NAME),
+                columnLocator.apply(ColumnRole.BUDGET),
+                columnLocator.apply(ColumnRole.CATEGORY),
+                List.of());
     }
 }

transaction-importer/transaction-importer-csv/src/main/java/com/jongsoft/finance/importer/csv/CSVImportProvider.java

@@ -10,6 +10,9 @@ public enum ColumnRole {
     ACCOUNT_IBAN("account-iban"),
     AMOUNT("amount"),
     CUSTOM_INDICATOR("custom-indicator"),
+    TAGS("tags"),
+    BUDGET("budget"),
+    CATEGORY("category"),
     DESCRIPTION("description");
 
     private final String label;