Python get_categoryid_for_payee Examples

Example #1

    if 'transaction_number' in schema and schema[
            'transaction_number'] != "False":
        TRANSACTIONNUMBER = row[schema['transaction_number']]
    else:
        TRANSACTIONNUMBER = None

    if 'notes' in schema:
        NOTES = row[schema['notes']]
    else:
        NOTES = None

    CATEGID = -1
    SUBCATEGID = -1

    # Check if matches any configured categories, and populate schema if so
    cat_id, sub_cat_id = util.get_categoryid_for_payee(PAYEE, categories, db)
    CATEGID = cat_id
    SUBCATEGID = sub_cat_id

    TRANSDATE = format_date(
        datetime.datetime.strptime(row[schema['date']], DATE_FORMAT))
    FOLLOWUPID = -1
    TOTRANSAMOUNT = TRANSAMOUNT

    t = db.search_transaction(ACCOUNTID=ACCOUNTID,
                              PAYEEID=PAYEEID,
                              TRANSAMOUNT=TRANSAMOUNT,
                              TRANSDATE=TRANSDATE)
    confirm = True
    #   print "TRANSID=%s, ACCOUNTID=%s, TOACCOUNTID=%s, PAYEEID=%s, TRANSAMOUNT=%s, TRANSCODE=%s, STATUS=%s, TRANSACTIONNUMBER=%s, NOTES=%s, CATEGID=%s, SUBCATEGID=%s, TRANSDATE=%s, FOLLOWUPID=%s, TOTRANSAMOUNT=%s" % (TRANSID, ACCOUNTID, TOACCOUNTID, PAYEEID, TRANSAMOUNT,  TRANSCODE, STATUS, TRANSACTIONNUMBER, NOTES, CATEGID, SUBCATEGID, TRANSDATE, FOLLOWUPID, TOTRANSAMOUNT)
    if t:

Example #2

File: MMexImporter.py Project: ssuppe/MMexImporter

  # Transaction number is an optional field
  if 'transaction_number' in schema and schema['transaction_number'] != "False":
    TRANSACTIONNUMBER = row[schema['transaction_number']]
  else:
    TRANSACTIONNUMBER = None

  if 'notes' in schema:
    NOTES = row[schema['notes']]
  else:
    NOTES = None

  CATEGID = -1
  SUBCATEGID = -1

  # Check if matches any configured categories, and populate schema if so
  cat_id, sub_cat_id = util.get_categoryid_for_payee(PAYEE, categories, db)
  CATEGID = cat_id
  SUBCATEGID = sub_cat_id  

  TRANSDATE = format_date(datetime.datetime.strptime(row[schema['date']], DATE_FORMAT))
  FOLLOWUPID = -1
  TOTRANSAMOUNT = TRANSAMOUNT

 
  t = db.search_transaction(ACCOUNTID=ACCOUNTID, PAYEEID=PAYEEID, TRANSAMOUNT=TRANSAMOUNT, TRANSDATE=TRANSDATE)
  confirm = True
#   print "TRANSID=%s, ACCOUNTID=%s, TOACCOUNTID=%s, PAYEEID=%s, TRANSAMOUNT=%s, TRANSCODE=%s, STATUS=%s, TRANSACTIONNUMBER=%s, NOTES=%s, CATEGID=%s, SUBCATEGID=%s, TRANSDATE=%s, FOLLOWUPID=%s, TOTRANSAMOUNT=%s" % (TRANSID, ACCOUNTID, TOACCOUNTID, PAYEEID, TRANSAMOUNT,  TRANSCODE, STATUS, TRANSACTIONNUMBER, NOTES, CATEGID, SUBCATEGID, TRANSDATE, FOLLOWUPID, TOTRANSAMOUNT)
  if t:
    print "%s - %s : %s (%s)" % (TRANSDATE, PAYEE, TRANSAMOUNT, TRANSCODE)
    confirm = util.query_yes_no("A possible Transaction already exists. Do you want to continue?", default="no")

Example #3

File: AutoCategorize.py Project: ssuppe/MMexImporter

from mmeximporter import MMexDB, Settings, UserError
import util
import sys, os
import csv
import datetime
from models import Transaction, CategoryID, SubCategoryID

confirm = util.query_yes_no(
    "This will recategorize all transactions, are you sure?")
if not confirm:
    sys.exit(-1)

settings = Settings.Settings()
categories = settings.getCategories()
db = MMexDB.MMexDb(settings)

accounts = db.get_all_accounts()

for account in accounts:
    print "Updating account: %s" % (account.ACCOUNTNAME)
    transactions = db.get_transactions(account.ACCOUNTNUM)
    for t in transactions:
        payee_name = db.get_payee_name(t.PAYEEID)
        cat_id, sub_cat_id = util.get_categoryid_for_payee(
            payee_name, categories, db)
        t.CATEGID = cat_id
        t.SUBCATEGID = sub_cat_id
        t.save()

Example #4

File: AutoCategorize.py Project: ssuppe/MMexImporter

from mmeximporter import MMexDB, Settings, UserError
import util
import sys, os
import csv
import datetime
from models import Transaction, CategoryID, SubCategoryID

confirm = util.query_yes_no("This will recategorize all transactions, are you sure?")
if not confirm:
  sys.exit(-1)
  
settings = Settings.Settings()
categories = settings.getCategories()
db = MMexDB.MMexDb(settings)

accounts = db.get_all_accounts()

for account in accounts:
  print "Updating account: %s" % (account.ACCOUNTNAME)
  transactions = db.get_transactions(account.ACCOUNTNUM)
  for t in transactions:
    payee_name = db.get_payee_name(t.PAYEEID)
    cat_id, sub_cat_id = util.get_categoryid_for_payee(payee_name, categories, db)
    t.CATEGID = cat_id
    t.SUBCATEGID = sub_cat_id
    t.save()