Allow specifying custom config dir when launching via CLI

moneyflow/app.py

@@ -174,6 +174,7 @@ def __init__(
         force_refresh: bool = False,
         backend: Optional[Any] = None,
         config: Optional[Any] = None,
+        config_dir: Optional[str] = None,
     ):
         super().__init__()
         self.demo_mode = demo_mode
@@ -208,6 +209,7 @@ def __init__(
         self.cache_manager = None  # Will be set if caching is enabled
         self.cache_year_filter = None  # Track what filters the cache uses
         self.cache_since_filter = None
+        self.config_dir = config_dir  # Custom config directory (None = default ~/.moneyflow)
         # Controller will be initialized after data_manager is ready
         self.controller: Optional[AppController] = None
 
@@ -271,7 +273,10 @@ def _initialize_managers(self):
         """Initialize data manager, cache manager, and controller."""
         # In demo mode, use a temp directory for merchant cache (don't pollute ~/.moneyflow)
         merchant_cache_dir = "" if not self.demo_mode else "/tmp/moneyflow_demo"
-        self.data_manager = DataManager(self.backend, merchant_cache_dir=merchant_cache_dir)
+        # config_dir is already a string (or None), DataManager accepts Optional[str]
+        self.data_manager = DataManager(
+            self.backend, merchant_cache_dir=merchant_cache_dir, config_dir=self.config_dir
+        )
 
         # Initialize cache manager only if user requested caching
         if self.cache_path is not None:
@@ -330,7 +335,9 @@ async def _handle_credentials(self):
             dict: Credentials dict or None if user exits
         """
 
-        cred_manager = CredentialManager()
+        # Convert config_dir string to Path if provided
+        config_path = Path(self.config_dir) if self.config_dir else None
+        cred_manager = CredentialManager(config_dir=config_path)
 
         logger = get_logger(__name__)
         logger.debug(f"Credentials exist: {cred_manager.credentials_exist()}")
@@ -445,8 +452,13 @@ async def login_operation():
             # All retries exhausted
             logger.error(f"Login failed after all retries: {e}", exc_info=True)
             error_msg = f"Login failed: {e}"
+            log_path = (
+                f"{self.config_dir}/moneyflow.log"
+                if self.config_dir
+                else "~/.moneyflow/moneyflow.log"
+            )
             loading_status.update(
-                f"❌ {error_msg}\n\nCheck ~/.moneyflow/moneyflow.log for details.\n\nPress 'q' to quit"
+                f"❌ {error_msg}\n\nCheck {log_path} for details.\n\nPress 'q' to quit"
             )
             return False
 
@@ -613,8 +625,13 @@ async def fetch_operation():
             return None
         except Exception as e:
             logger.error(f"Data fetch failed after all retries: {e}", exc_info=True)
+            log_path = (
+                f"{self.config_dir}/moneyflow.log"
+                if self.config_dir
+                else "~/.moneyflow/moneyflow.log"
+            )
             loading_status.update(
-                f"❌ Failed to load data: {e}\n\nCheck ~/.moneyflow/moneyflow.log for details.\n\nPress 'q' to quit"
+                f"❌ Failed to load data: {e}\n\nCheck {log_path} for details.\n\nPress 'q' to quit"
             )
             return None
 
@@ -1790,7 +1807,7 @@ def main():
     args = parser.parse_args()
 
     # Initialize logging (file only - Textual swallows console output anyway)
-    logger = setup_logging(console_output=False)
+    logger = setup_logging(console_output=False, config_dir=None)
     logger.info("Starting moneyflow application")
 
     # Determine start year or date range
@@ -1842,6 +1859,7 @@ def launch_monarch_mode(
     cache: Optional[str] = None,
     refresh: bool = False,
     demo: bool = False,
+    config_dir: Optional[str] = None,
 ) -> None:
     """
     Launch moneyflow with default backend (Monarch Money).
@@ -1853,12 +1871,15 @@ def launch_monarch_mode(
         cache: Cache directory path (enables caching if provided, None to disable)
         refresh: Force refresh from API, skip cache
         demo: Run in demo mode with sample data
+        config_dir: Config directory (None = ~/.moneyflow)
     """
     from datetime import date as date_type
 
     # Initialize logging
-    logger = setup_logging(console_output=False)
+    logger = setup_logging(console_output=False, config_dir=config_dir)
     logger.info("Starting moneyflow with Monarch Money backend")
+    if config_dir:
+        logger.info(f"Using custom config directory: {config_dir}")
 
     # Determine start year or date range
     start_year = None
@@ -1880,6 +1901,7 @@ def launch_monarch_mode(
             demo_mode=demo,
             cache_path=cache,
             force_refresh=refresh,
+            config_dir=config_dir,
         )
         app.run()
     except Exception:
@@ -1907,7 +1929,7 @@ def launch_amazon_mode(db_path: Optional[str] = None) -> None:
     from moneyflow.backends.amazon import AmazonBackend
 
     # Initialize logging
-    logger = setup_logging(console_output=False)
+    logger = setup_logging(console_output=False, config_dir=None)
     logger.info("Starting moneyflow in Amazon mode")
 
     try:

moneyflow/cli.py

@@ -37,8 +37,14 @@
 @click.option(
     "--demo", is_flag=True, help="Run in demo mode with sample data (no authentication required)"
 )
+@click.option(
+    "--config-dir",
+    type=click.Path(),
+    default=None,
+    help="Config directory (default: ~/.moneyflow). Useful for testing with isolated configs.",
+)
 @click.pass_context
-def cli(ctx, year, since, mtd, cache, refresh, demo):
+def cli(ctx, year, since, mtd, cache, refresh, demo, config_dir):
     """moneyflow - Terminal UI for personal finance management.
 
     Run with no arguments to launch the default backend (Monarch Money).
@@ -51,8 +57,11 @@ def cli(ctx, year, since, mtd, cache, refresh, demo):
     # Launch default backend (Monarch Money)
     from moneyflow.app import launch_monarch_mode
 
-    # Convert cache flag to path (None if not enabled, default path if enabled)
-    cache_path = "~/.moneyflow/cache" if cache else None
+    # Convert cache flag to path (None if not enabled, respect config_dir if enabled)
+    if cache:
+        cache_path = f"{config_dir}/cache" if config_dir else "~/.moneyflow/cache"
+    else:
+        cache_path = None
 
     launch_monarch_mode(
         year=year,
@@ -61,6 +70,7 @@ def cli(ctx, year, since, mtd, cache, refresh, demo):
         cache=cache_path,
         refresh=refresh,
         demo=demo,
+        config_dir=config_dir,
     )
 
 

moneyflow/data_manager.py

@@ -96,7 +96,8 @@ def __init__(
 
         # Merchant cache setup
         if not merchant_cache_dir:
-            merchant_cache_dir = str(Path.home() / ".moneyflow")
+            # Use config_dir if available, otherwise default to ~/.moneyflow
+            merchant_cache_dir = self.config_dir if self.config_dir else str(Path.home() / ".moneyflow")
         self.merchant_cache_dir = Path(merchant_cache_dir)
         self.merchant_cache_dir.mkdir(parents=True, exist_ok=True)
         self.merchant_cache_file = self.merchant_cache_dir / "merchants.json"

moneyflow/logging_config.py

@@ -8,23 +8,28 @@
 import logging
 import sys
 from pathlib import Path
+from typing import Optional
 
 
-def setup_logging(console_output: bool = False):
+def setup_logging(console_output: bool = False, config_dir: Optional[str] = None):
     """
     Configure logging to write to file.
 
-    Logs are written to ~/.moneyflow/moneyflow.log so they're not
+    Logs are written to ~/.moneyflow/moneyflow.log (or custom config dir) so they're not
     swallowed by Textual's UI. Console output is disabled by default
     to avoid interfering with the TUI.
 
     Args:
         console_output: If True, also log to console (for --dev mode)
+        config_dir: Optional custom config directory. If None, uses ~/.moneyflow
 
     Returns:
         Logger instance
     """
-    log_dir = Path.home() / ".moneyflow"
+    if config_dir:
+        log_dir = Path(config_dir).expanduser()
+    else:
+        log_dir = Path.home() / ".moneyflow"
     log_dir.mkdir(exist_ok=True)
     log_file = log_dir / "moneyflow.log"
 

moneyflow/screens/credential_screens.py

@@ -1,5 +1,7 @@
 """Credential setup and unlock screens, quit confirmation, and filter modal."""
 
+from pathlib import Path
+
 from textual.app import ComposeResult
 from textual.containers import Container
 from textual.events import Key
@@ -273,7 +275,9 @@ async def save_credentials(self) -> None:
         # Save credentials
         try:
             error_label.update("💾 Saving credentials...")
-            cred_manager = CredentialManager()
+            # Get config_dir from app and pass to CredentialManager
+            config_path = Path(self.app.config_dir) if self.app.config_dir else None
+            cred_manager = CredentialManager(config_dir=config_path)
             cred_manager.save_credentials(
                 email=email,
                 password=password,
@@ -408,7 +412,9 @@ async def unlock_credentials(self) -> None:
 
         try:
             error_label.update("🔓 Unlocking...")
-            cred_manager = CredentialManager()
+            # Get config_dir from app and pass to CredentialManager
+            config_path = Path(self.app.config_dir) if self.app.config_dir else None
+            cred_manager = CredentialManager(config_dir=config_path)
             creds = cred_manager.load_credentials(encryption_password=encryption_password)
 
             error_label.update("✅ Unlocked! Logging in...")
@@ -426,7 +432,9 @@ async def unlock_credentials(self) -> None:
     async def reset_credentials(self) -> None:
         """Delete credentials and show setup screen."""
         try:
-            cred_manager = CredentialManager()
+            # Get config_dir from app and pass to CredentialManager
+            config_path = Path(self.app.config_dir) if self.app.config_dir else None
+            cred_manager = CredentialManager(config_dir=config_path)
             cred_manager.delete_credentials()
 
             # Switch to setup screen

moneyflow/state.py

@@ -555,6 +555,10 @@ def get_filtered_df(self) -> Optional[pl.DataFrame]:
 
         df = self.transactions_df
 
+        # Handle empty DataFrame (0 transactions) - return early to avoid column errors
+        if len(df) == 0:
+            return df
+
         # Apply time filter
         if self.start_date and self.end_date:
             df = df.filter((pl.col("date") >= self.start_date) & (pl.col("date") <= self.end_date))