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cozy-pfm's Introduction

Cozy Personal Finance Manager

Safely track your banking histroy, check your overall balance and know exactly on what you are spending money!

Contribution

You can contribute to the Cozy Proxy in many ways:

  • Pick up an issue and solve it.
  • Translate it in a new language.
  • Improve the tests (there is already the structure)

Contributors

Hack

To be hacked, the PFM requires the dev environment (or just a CouchDB plus the Data System). Then you can start the PFM this way:

https://github.com/seeker89/cozycloud-pfm.git
coffee server.coffee

Since the sources are in CoffeeScript, each modification requires a new build before pushing (you can just develop with the coffee version). Here is how to run a build:

cake build

Tests

To run tests type the following command into the Cozy Home folder:

cake tests

License

Cozy Proxy is developed by Cozy Cloud and distributed under the AGPL v3 license.

What is Cozy?

Cozy Logo

Cozy is a platform that brings all your web services in the same private space. With it, your web apps and your devices can share data easily, providing you with a new experience. You can install Cozy on your own hardware where no one profiles you.

Community

You can reach the Cozy Community by:

  • Chatting with us on IRC #cozycloud on irc.freenode.net
  • Posting on our Forum
  • Posting issues on the Github repos
  • Mentioning us on Twitter

cozy-pfm's People

Contributors

eonpatapon avatar jsilvestre avatar krichtof avatar poupotte avatar seeker89 avatar

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cozy-pfm's Issues

Error message when creating BNP Paris bank account

Hello,

i am using a virtualbox image. When creating a new bank account with my credentials i got the error message on the webinterface and in logs:

127.0.0.1 - GET /banks/getAccounts/08677 HTTP/1.1 304 - - 55 ms
-> 1 bank account(s) found
127.0.0.1 - POST /bankaccesses HTTP/1.1 - - - 59992 ms
Weboob is not available -- Error: socket hang up

But in logs i can see that accounts are created and the polling works fine (amount of money on each account) but on the webinterface all are still at 0 euros.

Cheers

Spammy notifications

Steps to reproduce

  • Go to Accounts
  • Manage reports and notifications for any account
  • Include in a periodic report
  • Daily report
  • Save

What happens

It's not clear whether I have then deleted and readded the periodic report notification or not, but I now receive all notification email twice. Moreover, I've only signed up for daily notifications and I also receive weekly notifications.

Regional "Banque Populaire" account doesn't work

Hi,
I try to add my bank account in pfm, it's a Banque Populaire du Nord account, and it can't be added with the error message "can't authenticate on server".

Also nothing in /usr/local/cozy/apps/pfm/log/production.log

config-pfm

erreur-pfm

Unsupported bank account

Some accounts are not supported by weboob, the library cozy-pfm uses to retrieve the data. There's nothing wrong with that but cozy-pfm should handle those edge case in a nicer way, or at least not broke.

Symptoms

  • an account have a balance equal to 0€ whereas it has operations related to it
  • ?

Known "buggy" account

  • "Solésio Vie" of La Banque Postale
  • ?
  • probably every "Assurance Vie" related account or "Compte titre" (stocks account) will trigger bug

Please let us know if you have one of those special account.

Known solution

If you have one or more of those "buggy" accounts, you can delete them (via the interface) and it should solve the issue.

Please let us know if the solution hasn't worked for you.

Fixing the bug

I cannot make the fix by myself since I don't own one of those accounts. Regarding the sensibility of those data, I cannot ask anyone to give it to me too. So here is how you could help:

  • get the problematic data, anonymize them: change labels, dates, amounts, everything that is real should be changed and not in a consistent way (don't keep the same interval between dates, for instance) and give it to me
  • try to fix it by yourself, since the code is not great, it can be a harsh task but I can help.

Cheers!

unable to retrieve labanquepostale account operations

  1. I'm not able to retrieve labanquepostale account operations within cozy-pfm. /usr/local/cozy/apps/pfm/pfm/cozy-pfm/log/production.log extract:
Weboob is not available -- null
127.0.0.1 - GET /bankaccounts/retrieveOperations/432980c07a2ef9b104410ab69500d345 HTTP/1.1 500 90 - 331 ms
  1. I can retrieve operations from my other bank (boursorama) accounts.
  2. I tested with boobank v0.j directly with module 'bp'. No problem to retrieve operations from my labanquepostale accounts. And, I don't have this bug: https://symlink.me/issues/1387

Thanks.

log empty

Hello,

Log stays empty even when "Internal Server Error" occurs.

/usr/local/cozy/apps/pfm/log# ls -l
total 0
-rw-r--r-- 1 cozy-pfm cozy-pfm 0 Feb  1 21:01 production.log

What I see on client side:

"{"error":"Server error occurred while retrieving data -- Weboob is not available -- null"}"

Thanks

TypeError: websites is undefined

I have a problem while adding bank "Société Générale". Web console shows "TypeError: websites is undefined" as an error. I also have this error for others bank like BNP Paribas, American Express... although Caisse Epargne works well.
Indeed I don't see any websites in the files.

How to fix it ?

Wrong balance

Hi,
Ever after cozy restart ( I don't know if it can change thing but I done it ^^), the balance are wrong, but totally wrong ( it bring me to more than 2000€ since the real total doesn't exceed 200 ! but unfortunatly it isn't repercuted on my bank account :p )
I doen't have the time now to check what happens ( which is really this result ) but it like the total of negatives transactions
I use it with la banque postale on cozy in debian 7

Missing bank(s)

I noted that some banks are not available, even if there is a working backend in weboob, for example ING Direct. Why?

No new operations in email reports

I don't see the new operations in the daily email report.
It is apparently working for weekly reports, I haven't noticed anything about the last monlthy report (will check that in february).

Improvement: categories

It would be nice to have categories (like: this operation is for food, this one is for gifts, etc.), manually, or automatically detected (recurrent operations can be recognized).

"Internal Server Error"

PFM seems to download and install fine, but I get this error when trying to use it. Unsure if this is a Cozy error, or a PFM error?

Unable to add bank Crédit agricole

Using my usual identifiers I was unable to setup this bank in my pfm.

Maybe related to the fact that Crédit agricole has a website for each region.

incorrect balance

Hello,
As you can see on this screenshot: http://lut.im/8fup7HRy/7BJdzY5o

  • overall balance is not correct
  • balance for boursorama accounts is correct
  • balance for labanquepostale accounts is not correct

Please let me know how I can help to troubleshoot this.
Thanks

Unable de delete bank account

Hello,
I am running a virtualbox image and when i try to delete my bank account i got this in logs:

127.0.0.1 - DELETE /banks/4d907fc7df880865e3e008677 HTTP/1.1 204 - - 26 ms
127.0.0.1 - GET /banks?withAccountOnly=true HTTP/1.1 304 - - 53 ms
127.0.0.1 - GET /banks HTTP/1.1 304 - - 17 ms

and account is still there in cozy webinterface.

Cheers.

Duplication of operations

During the import of operations, one of them appears twice, with a slighty different label (the first label is a substring of the second one, but the date and amount are the same), while it happened only one on the side of my bank account.

Unable de delete bank account

Hello,
I am running a virtualbox image and when i try to delete my bank account i got this in logs:

127.0.0.1 - DELETE /banks/4d907fc7df880865e3e008677 HTTP/1.1 204 - - 26 ms
127.0.0.1 - GET /banks?withAccountOnly=true HTTP/1.1 304 - - 53 ms
127.0.0.1 - GET /banks HTTP/1.1 304 - - 17 ms

and account is still there in cozy webinterface.

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