class Deposits:
"""DataFrame-based structure to keep track of investment deposits.
Public methods:
amount(date) -- Return the total sum deposited on this day to all accounts requested
Instance variables:
deposits -- DataFrame, day-indexed, with the total sum deposited on each day into
any of the accounts requested
"""
def amount(self, day):
"""Return the amount deposited on the requested day."""
return self.deposits["amount"].get(day, 0)
def __init__(self, accounts=None, from_day=None, data=None):
"""Instantiate a Deposits object."""
self._data = Data() if data is None else data
self._accounts = determine_accounts(accounts)
self._from_day = from_day
self.deposits = self._get_deposits()
def __str__(self):
return str(self.deposits)
def _get_deposits(self):
return self._data.df_from_sql(
"""SELECT SUM(total)::double precision AS amount, day
FROM transactions
WHERE account = ANY(%(accounts)s)
AND (%(from_day)s IS NULL OR day >= %(from_day)s)
AND day <= %(today)s
AND txtype = 'deposit'
GROUP BY day
ORDER BY day ASC;""",
params={
"accounts": self._accounts,
"from_day": self._from_day,
"today": date.today(),
},
index_col="day",
parse_dates=["day"],
)
def test_df_from_sql(self):
d = Data()
sql = """SELECT SUM(total)::double precision AS amount, day
FROM transactions
WHERE account = ANY(%(accounts)s)
AND (%(from_day)s IS NULL OR day >= %(from_day)s)
AND day <= %(today)s
AND txtype = 'deposit'
GROUP BY day
ORDER BY day ASC;
"""
params = {
"accounts": ["RRSP1"],
"from_day": None,
"today": datetime(2017, 3, 7),
}
index_col = "day"
parse_dates = ["day"]
df = d.df_from_sql(sql, params, index_col, parse_dates)
assert len(df) == 1
assert df.loc[datetime(2017, 3, 2)]["amount"] == 10000
