def _update_buckets_from_dataframe(self, account: Account, df: pd.DataFrame):
try:
logging.debug(df.dtypes)
for index, row in df.iterrows():
name = row['name']
logging.debug(row)
dsvca.update_bucket(account, name,
priority=int(row["priority"]),
due_day_of_month=int(row["due_day_of_month"]),
spend_category=SpendCategory[row["spend_category"].upper()],
base_budget_amount=float(row["base_budget_amount"]),
perc_budget_amount=float(row["perc_budget_amount"]),
waterfall_amount=float(row["waterfall_amount"]),
saved_amount=float(row["saved_amount"]),
percent_of_income_adjustment_amount=float(row["percent_of_income_adjustment_amount"]),
provider=row["provider"] if pd.notna(row["provider"]) else "",
payment_account=row["payment_account"] if pd.notna(row["payment_account"]) else "",
payment_method=PaymentMethod[row["payment_method"].upper()] if pd.notna(row["payment_method"]) else ""
)
bucket_names_imported = set(x.upper() for x in df['name'])
buckets = dsvca.buckets_by_account(account)
for bucket in buckets:
if bucket.name.upper() not in bucket_names_imported:
dsvca.delete_bucket_from_account(account, bucket.name)
return True
except Exception as e:
error = f"Unable to import the dataset: {e}"
self.uns.notify_user(error)
self.uns.notify_user(df.columns)
return False
def delete_account(self, ledgerManager, account:Account=None):
account = account if account else self.uns.select_account()
if account is None:
return
yousure = self.uns.request_you_sure("Are you sure? This will break all reference to this account!")
if yousure is None:
return
if yousure == "Yes":
buckets = dsvca.buckets_by_account(account)
waterfall_amt = 0
saved_amt = 0
for bucket in buckets:
waterfall_amt += bucket.waterfall_amount
saved_amt += bucket.saved_amount
okay_to_delete = False
if((waterfall_amt > 0) or (saved_amt > 0)):
yousure = self.uns.request_you_sure("Funds in account. Are you sure?")
if yousure is None:
return
if yousure == "Yes":
okay_to_delete = True
else:
okay_to_delete = True
if okay_to_delete:
dsvca.delete_account(account.account_name)
self.uns.notify_user(f"Account {account.account_name} Deleted")
else:
self.uns.notify_user(f"Deletion Cancelled.")
def print_waterfall_buckets(self, account: Account = None):
account = account if account else self.uns.select_account()
buckets = dsvca.buckets_by_account(account)
data = mongoHelper.list_mongo_to_pandas(buckets)
data.sort_values(by=["priority", 'due_day_of_month'], inplace=True)
self.uns.pretty_print_items(data)
def cycle_waterfall(self, account:Account=None):
account = account if account else self.uns.select_account()
buckets = dsvca.buckets_by_account(account)
for bucket in buckets:
self._cycle_bucket(account, bucket)
self.uns.notify_user(f"{account.account_name} cycled")
def get_add_waterfall_funds_input(self, account: Account):
ret = {}
ret['amount'] = self.request_float("Amount to add:", forcePos=True)
ret['description'] = self.request_string("Description: ")
ret['date'] = self.request_date()
ret['notes'] = self.request_string("Notes: ")
ret['buckets'] = dsvca.buckets_by_account(account)
return ret
def positive_remaining_buckets(self, account: Account=None, amount_threshold: float = None):
account = account if account else self.uns.select_account()
buckets = dsvca.buckets_by_account(account)
data = mongoHelper.list_mongo_to_pandas(buckets)
filtered = data[data["saved_amount"] > 0].sort_values(by=["priority"])
if amount_threshold is not None:
filtered = filtered[filtered['saved_amount']>amount_threshold]
return filtered
def save_buckets_as_csv(self, account: Account = None):
account = account if account else self.uns.select_account()
buckets = dsvca.buckets_by_account(account)
data = mongoHelper.list_mongo_to_pandas(buckets)
filepath = self.uns.request_save_filepath()
data.to_csv(filepath)
if data is None:
return
self.uns.notify_user(f"Buckets data written successfully to {filepath}")
def print_waterfall_summary(self, account: Account = None):
account = account if account else self.uns.select_account()
buckets = dsvca.buckets_by_account(account)
data = mongoHelper.list_mongo_to_pandas(buckets)
waterfall_amount = data['waterfall_amount'].sum()
saved_amount = data['saved_amount'].sum()
total_saved = waterfall_amount + saved_amount
self.uns.notify_user(f"\n------Waterfall Summary------\n"
f"Total Balance: ${round(total_saved, 2)}\n"
f"Saved for next cycle: S{round(saved_amount, 2)}", delay_sec=0)
def allocated_total(self, account: Account):
buckets = dsvca.buckets_by_account(account)
return sum(b.saved_amount + b.waterfall_amount for b in buckets)
def print_buckets(self, account:Account=None):
account = account if account else self.uns.select_account()
buckets = dsvca.buckets_by_account(account)
self.uns.notify_user("\n------Buckets------", delay_sec=0)
self.uns.pretty_print_items(sorted(buckets, key=lambda x: x.priority),
title=CollectionType.BUCKETS.name)