def regroup(self):
self.makeBackup()
dbFile = FileIO(self.settings.currentAccountFile, self.dbSettings)
dbAcc = dbFile.readDB(self.groupSettings)
dbAcc.groupTransactions()
dbFile.writeDB(dbAcc)
def search(self, search, category):
keyword = fr"({search})"
if category is None:
categories = ["usage"]
else:
categories = category
print(f"Seaching for {search} in {categories}")
dbFile = FileIO(self.settings.currentAccountFile, self.dbSettings)
dbAcc = dbFile.readDB(self.groupSettings)
ids = []
for cat in categories:
subDF = dbAcc.transactions[cat]
matches = subDF.str.extractall(keyword, re.IGNORECASE)
if not matches.empty:
tmp = list(matches.index.droplevel(1).values)
ids = ids + tmp
if ids:
ids = np.unique(ids)
trans = dbAcc.transactions.loc[ids, :]
print(trans)
printSum(trans)
else:
print("Could not find any matches")
def listGroup(self, group):
pd.set_option("display.max_rows", None)
dbFile = FileIO(self.settings.currentAccountFile, self.dbSettings)
dbAcc = dbFile.readDB(self.groupSettings)
transFiltered = dbAcc.transactions[dbAcc.transactions["groupID"] ==
group]
print(transFiltered)
printSum(transFiltered)
def createReport(self):
self.createPlots()
dbFile = FileIO(self.settings.currentAccountFile, self.dbSettings)
dbAcc = dbFile.readDB(self.groupSettings)
rp = ReportDocument(dbAcc.owner, dbAcc.accountNumber, dbAcc.bank)
rp.addOverallSection(self.plotPaths["all"])
rp.addYearlyReports(self.plotPaths["years"])
rp.generatePDF()
def update(self, filepath):
self.makeBackup()
updateFile = FileIO(filepath, self.bankSettings)
updateAcc = updateFile.readDB(self.groupSettings)
# updateAcc.groupTransactions()
dbFile = FileIO(self.settings.currentAccountFile, self.dbSettings)
dbAcc = dbFile.readDB(self.groupSettings)
if not len(dbAcc.accountNumber):
dbAcc.accountNumber = updateAcc.accountNumber
if not len(dbAcc.bank):
dbAcc.bank = updateAcc.bank
# compare accounts
if dbAcc.accountNumber != updateAcc.accountNumber:
print("WARNING! Bank account number is missmatching")
if dbAcc.bank != updateAcc.bank:
print("WARNING! Bank institute is missmatching")
dbAcc.update(updateAcc.transactions)
dbFile.writeDB(dbAcc)
def listNoGroups(self, category=None):
dbFile = FileIO(self.settings.currentAccountFile, self.dbSettings)
dbAcc = dbFile.readDB(self.groupSettings)
if category:
trans = dbAcc.transactions[category[0]]
else:
trans = dbAcc.transactions
noGrp = trans[dbAcc.transactions["groupID"] == "None"]
if noGrp.empty:
print("All transactions are grouped.")
else:
print(noGrp)
def initDB(self, name):
filepath = self.db / name / self.dbFileName
if filepath.is_file():
print(f"Account {name} already exitsts")
return False
print(f"Initialize empty account for {name}")
emptyTransactions = pd.DataFrame(columns=BankAccount.dataframeCols)
acc = BankAccount(name, None, None, emptyTransactions, {})
dbFile = FileIO(filepath, self.dbSettings)
dbFile.writeDB(acc)
return True
def test_fileIO(self):
dbSettings = DatabaseSettings()
testFile = Path("tests\\test.csv")
dataIO = FileIO(str(testFile), dbSettings)
account = defineTestAccount()
dataIO.writeDB(account)
settingsPath = "tests\\testfiles\\grouping.json"
groupSettings = GroupSettings(settingsPath)
accFromFile = dataIO.readDB(groupSettings)
compare = account.transactions == accFromFile.transactions
self.assertTrue(all(compare))
testFile.unlink()
def createPlots(self):
dbFile = FileIO(self.settings.currentAccountFile, self.dbSettings)
dbAcc = dbFile.readDB(self.groupSettings)
plotDir = Path(self.settings.plotDir)
if not plotDir.exists():
plotDir.mkdir(parents=True)
transactions = dbAcc.transactions
ep = Ecoplot(str(plotDir))
ep.plotHbarSplit(transactions)
ep.plotTimeline(transactions)
ep.plotPieSplit(transactions)
ep.plotBars(transactions)
ep.plotCategories(transactions)
ep.plotBarsYearly(transactions)
ep.plotCategoriesYearly(transactions)
self.plotPaths = ep.plotPaths