support auto topup of pots

CHANGELOG.md

@@ -1,5 +1,9 @@
 # Changelog
 
+## 0.1.3 - 26/05/2024
+
+- support auto topup of pots
+
 ## 0.1.2 - 25/05/2024
 
 - show all accounts in summary

docs/payments_config_example.yaml

@@ -86,6 +86,13 @@ payments_to_pots:
     amount: 50
     topup: true # if this is set top up the pot to the specified value
 
+# top up pot if it drops below the threshold
+# if topup_amount is omited it will be topped up to the threshold amount
+pot_auto_topup:
+  - name: Travel
+    threshold: 20
+    topup_amount: 10
+
 # indicate when a refund is pending
 # this amount will be deducted from the total due in the salary period
 # immediately after its due_after date

monzo_utils/lib/monzo_payments.py

@@ -274,6 +274,9 @@ def main(self):
             if self.check_pot_payments():
                 sync_required = True
 
+        if self.check_pot_auto_topup():
+            sync_required = True
+
         if sync_required:
             ms = MonzoSync()
             ms.sync(3, self.account)
@@ -760,6 +763,49 @@ def check_pot_payments(self):
         return sync_required
 
 
+    def check_pot_auto_topup(self):
+        m = None
+        sync_required = False
+
+        if 'pot_auto_topup' not in self.config or type(self.config['pot_auto_topup']) != list:
+            return sync_required
+
+        for payment in self.config['pot_auto_topup']:
+            pot = Pot.one("select * from pot where name = %s and deleted = %s", [payment['name'], 0])
+
+            if not pot:
+                continue
+
+            if pot.balance < payment['threshold']:
+                if 'topup_amount' not in payment:
+                    amount_to_transfer = int(payment['threshold'] * 100) - int(pot.balance * 100)
+                else:
+                    amount_to_transfer = int(payment['topup_amount'] * 100)
+
+                if not m:
+                    m = MonzoAPI()
+                    sys.stdout.write("\n")
+
+                sys.stdout.write("Topping up pot %s with £%.2f ... " % (pot.name, amount_to_transfer / 100))
+                sys.stdout.flush()
+
+                if m.deposit_to_pot(self.account.account_id, pot, amount_to_transfer / 100):
+                    sys.stdout.write("OK\n")
+
+                    pot.last_monthly_transfer_date = self.last_salary_date
+                    pot.save()
+
+                    sync_required = True
+
+                    self.notify(pot.name, "Topped up by £%.2f\nNew balance: £%.2f" % (amount_to_transfer / 100, float(pot.balance) + (amount_to_transfer / 100)))
+                else:
+                    sys.stdout.write("FAILED\n\n")
+
+                    sys.stderr.write("ERROR: failed to transfer £%.2f to pot: %s\n" % (amount_to_transfer / 100, pot.name))
+
+        return sync_required
+
+
     def get_transfer_amount(self, pot, payment):
         amount = round(payment['amount'] * 100)
 

setup.py

@@ -3,7 +3,7 @@
 from setuptools import setup
 
 setup(name='monzo-utils',
-    version='0.1.2',
+    version='0.1.3',
     description='Monzo Utils',
     author='Mark Wadham',
     url='https://github.com/m4rkw/monzo-utils',