Merge pull request #66 from andrecloutier/add_balance_history_upload

Add ability to upload account history csv

README.md

@@ -101,6 +101,7 @@ As of writing this README, the following methods are supported:
 - `update_transaction_splits` - modifies how a transaction is split (or not)
 - `set_budget_amount` - sets a budget's value to the given amount (date allowed, will only apply to month specified by default). A zero amount value will "unset" or "clear" the budget for the given category.
 - `create_manual_account` - creates a new manual account
+- `upload_account_balance_history` - uploads account history csv file for a given account
 
 # Contributing
 

monarchmoney/__init__.py

@@ -9,6 +9,7 @@
     MonarchMoneyEndpoints,
     MonarchMoney,
     RequireMFAException,
+    RequestFailedException,
 )
 
 __version__ = "0.1.8"

monarchmoney/monarchmoney.py

@@ -1,12 +1,13 @@
 import calendar
 from datetime import datetime
+import json
 import os
 import pickle
 import oathtool
 import time
 from typing import Any, Dict, Optional, List
 
-from aiohttp import ClientSession
+from aiohttp import ClientSession, FormData
 from aiohttp.client import DEFAULT_TIMEOUT
 import asyncio
 from gql import gql, Client
@@ -33,6 +34,10 @@ def getLoginEndpoint(cls) -> str:
     def getGraphQL(cls) -> str:
         return cls.BASE_URL + "/graphql"
 
+    @classmethod
+    def getAccountBalanceHistoryUploadEndpoint(cls) -> str:
+        return cls.BASE_URL + "/account-balance-history/upload/"
+
 
 class RequireMFAException(Exception):
     pass
@@ -1864,6 +1869,31 @@ async def set_budget_amount(
             graphql_query=query,
         )
 
+    async def upload_account_balance_history(
+        self, account_id: str, csv_content: str
+    ) -> None:
+        """
+        Uploads the account balance history csv for a given account.
+
+        :param account_id: The account ID to apply the history to.
+        :param csv_content: CSV representation of the balance history.
+        """
+        if not account_id or not csv_content:
+            raise RequestFailedException("account_id and csv_content cannot be empty")
+
+        filename = "upload.csv"
+        form = FormData()
+        form.add_field("files", csv_content, filename=filename, content_type="text/csv")
+        form.add_field("account_files_mapping", json.dumps({filename: account_id}))
+
+        async with ClientSession(headers=self._headers) as session:
+            resp = await session.post(
+                MonarchMoneyEndpoints.getAccountBalanceHistoryUploadEndpoint(),
+                data=form,
+            )
+            if resp.status != 200:
+                raise RequestFailedException(f"HTTP Code {resp.status}: {resp.reason}")
+
     async def gql_call(
         self,
         operation: str,