Parser must be a string or character stream, not NoneType, csv2ofx

[KhizarSultan]

Thank you for the attention! My Problem Statement is: Convert .csv file into .ofx file using open source library. My Proposed Solution is: Use the csv2ofx python library to convert .csv file into .ofx

Description of csv file: My .csv file contains following columns:

• Settlement date',
• 'Trade date',
• 'Symbol',
• 'Name',
• 'Transaction type',
• 'Quantity',
• 'Price',
• 'Commissions and fees',
• 'Amount '

Mapping: i apply the custom mapping (as i have different columns) given as follow:

from operator import itemgetter
mapping = {
    'has_header': True,
    'is_split': False,
    'delimiter': ',',
    'amount': itemgetter('Amount'),
    'date': itemgetter('Settlement date'),
    'symbol':itemgetter('Symbol'),
    'type': itemgetter('Transaction type'),
    'payee': itemgetter('Name'),
    'notes': itemgetter('Commissions and fees'),
}

Code: i write the following code to convert .csv to .ofx

ofx = OFX(mapping)
records = read_csv('Cleaned1.csv')
groups = ofx.gen_groups(records)
trxns = ofx.gen_trxns(groups)
cleaned_trxns = ofx.clean_trxns(trxns)
data = utils.gen_data(cleaned_trxns)
content = it.chain([ofx.header(), ofx.gen_body(data), ofx.footer()])

Roadblocks :

When i run the code, It throw the following error:

TypeError                                 Traceback (most recent call last)
<ipython-input-389-0d57618f3bd8> in <module>
      1 with open('Cleaned_new.ofx', 'wb') as f:
----> 2     for line in IterStringIO(content):
      3         print(line)
      4         f.write(line)

~\Anaconda\lib\site-packages\meza\io.py in __next__(self)
    106 
    107     def __next__(self):
--> 108         return self._read(next(self.lines))
    109 
    110     def __iter__(self):

~\Anaconda\lib\site-packages\meza\io.py in <genexpr>(.0)
    116         # TODO: what about a csv with embedded newlines?
    117         groups = groupby_line(self.iter)
--> 118         return (g for k, g in groups if k)
    119 
    120     def _read(self, iterable, num=None, newline=True):

~\Anaconda\lib\site-packages\meza\io.py in <genexpr>(.0)
     59 
     60 # pylint: disable=C0103
---> 61 encode = lambda iterable: (s.encode(ENCODING) for s in iterable)
     62 chain = lambda iterable: it.chain.from_iterable(iterable or [])
     63 

~\Desktop\MyML\Work\csv2ofx\csv2ofx\csv2ofx\ofx.py in gen_body(self, data)
    442     def gen_body(self, data):  # noqa: C901
    443         """ Generate the OFX body """
--> 444         for datum in data:
    445             grp = datum['group']
    446 

~\Desktop\MyML\Work\csv2ofx\csv2ofx\csv2ofx\utils.py in gen_data(groups)
    158 def gen_data(groups):
    159     """ Generate the transaction data """
--> 160     for group, main_pos, sorted_trxns in groups:
    161         for pos, trxn in sorted_trxns:
    162             base_data = {

~\Desktop\MyML\Work\csv2ofx\csv2ofx\csv2ofx\__init__.py in clean_trxns(self, groups)
    312             # pylint: disable=cell-var-from-loop
    313             keyfunc = lambda enum: enum[0] != main_pos
--> 314             sorted_trxns = sorted(enumerate(filtered_trxns), key=keyfunc)
    315             yield (grp, main_pos, sorted_trxns)

~\Desktop\MyML\Work\csv2ofx\csv2ofx\csv2ofx\__init__.py in skip_transaction(self, trxn)
    159             True
    160         """
--> 161         return not self.end >= parse(self.get('date', trxn)) >= self.start
    162 
    163     def convert_amount(self, trxn):

~\Anaconda\lib\site-packages\dateutil\parser\_parser.py in parse(timestr, parserinfo, **kwargs)
   1372         return parser(parserinfo).parse(timestr, **kwargs)
   1373     else:
-> 1374         return DEFAULTPARSER.parse(timestr, **kwargs)
   1375 
   1376 

~\Anaconda\lib\site-packages\dateutil\parser\_parser.py in parse(self, timestr, default, ignoretz, tzinfos, **kwargs)
    644                                                       second=0, microsecond=0)
    645 
--> 646         res, skipped_tokens = self._parse(timestr, **kwargs)
    647 
    648         if res is None:

~\Anaconda\lib\site-packages\dateutil\parser\_parser.py in _parse(self, timestr, dayfirst, yearfirst, fuzzy, fuzzy_with_tokens)
    723 
    724         res = self._result()
--> 725         l = _timelex.split(timestr)         # Splits the timestr into tokens
    726 
    727         skipped_idxs = []

~\Anaconda\lib\site-packages\dateutil\parser\_parser.py in split(cls, s)
    205     @classmethod
    206     def split(cls, s):
--> 207         return list(cls(s))
    208 
    209     @classmethod

~\Anaconda\lib\site-packages\dateutil\parser\_parser.py in __init__(self, instream)
     73             instream = StringIO(instream)
     74         elif getattr(instream, 'read', None) is None:
---> 75             raise TypeError('Parser must be a string or character stream, not '
     76                             '{itype}'.format(itype=instream.__class__.__name__))
     77 

TypeError: Parser must be a string or character stream, not NoneType

I really appreciate as you took some time out to read my problem, Looking forward to hearing the suggestions or solutions from you. Thank you.

[philipguedes]

I was having a similar problem to @KhizarSultan, solved by passing the delimiter (which in my case was ;) explicitly as a kwarg of my read_csv method.

ofx = OFX(mapping)
records = read_csv('mycsv.csv', delimiter=';')
# .. rest of code

[reubano]

Did the above suggestion work? If not, can you add a few lines of your csv file to the issue?

[pablo8itall]

Same issues here. Some transactions with my data anonymised:

Posted Account, Posted Transactions Date, Description1, Description2, Description3, Debit Amount, Credit Amount,Balance,Posted Currency,Transaction Type,Local Currency Amount,Local Currency
"000000 - 0000000000","04/01/2022","V00000000000000","IE0000000000000","",,"140.00","1241.98",EUR,"Credit"," 140.00",EUR
"000000 - 0000000000","04/01/2022","VDP-BLAHBLAH","","","15.39",,"1226.59",EUR,"Debit"," 15.39",EUR
"000000 - 0000000000","04/01/2022","D/D SOMETHING","IE00000000000000","","14.00",,"1212.59",EUR,"Direct Debit"," 14.00",EUR

Here's my mapping file:

from operator import itemgetter

mapping = {
    'bank':'AIB',
    'account': itemgetter('Posted Account'),
    'date': itemgetter('Posted Transactions Date'),
    'desc': itemgetter('Description1'),
    'note': itemgetter('Description2'),
    'balance': itemgetter('Balence'),
    'type': itemgetter('Transaction Type'),
    'amount': itemgetter('Local Currency Amount'),