def input_recap(cycle):
overview = dict()
data_this_cycle = filter_df_on_cycle(read_data(), cycle)
provisions_this_cycle = filter_df_on_cycle(read_deposit_input(), cycle)
recap_by_category = recap_by_cat(cycle, False)
if cycle_is_finished(cycle):
overview['Input goal'] = - round(sum(recap_by_category['amount']), 2)
overview['(actual) Over'] = overview['Input goal'] - sum(get_budgets(cycle)[amount_euro_col])
else:
overview['Budgets'] = round(sum(recap_by_category['budget']), 2)
overview['Over (so far)'] = round(sum(recap_by_category['over']), 2)
overview['Input goal'] = overview['Budgets'] + overview['Over (so far)']
data_this_cycle_input = filter_df_one_value(data_this_cycle, 'category', 'Input')
provisions_this_cycle_input = filter_df_one_value(provisions_this_cycle, 'category', 'Input')
overview['Done'] = total_euro_amount(data_this_cycle_input) - total_euro_amount(provisions_this_cycle_input)
remaining = round(overview['Input goal'] - overview['Done'], 2)
if remaining > 0:
overview['Remaining TO DO'] = remaining
elif remaining < 0:
overview['Margin'] = - remaining
overview = pd.Series(overview).rename('amount', inplace=True).to_frame()
add_column_with_value(overview, currency_col, default_currency)
return overview
def remove_already_present_id(df, account, limit=None):
data = read_data()
data_account = filter_df_one_value(data, account_col, account)
if limit:
data_account = data_account.head(limit)
present_ids = data_account[id_col]
return df[not_series(df[id_col].isin(present_ids))]
def _link_ids(ids):
data = read_data()
ids_link = ids[1:] + [ids[0]]
for transaction_id, transaction_link in zip(ids, ids_link):
change_field_on_single_id_to_value(data, transaction_id, 'link',
transaction_link)
change_field_on_single_id_to_value(data, transaction_id, "category",
"Link")
save_data(data)
def parse_ids(transaction_ids):
if not transaction_ids:
return 'no transaction', empty_data_dataframe()
try:
transaction_ids = list(transaction_ids.replace(' ', '').split(','))
except ValueError:
return 'invalid ID', []
data = read_data()
ids = list(data['id'])
if set(transaction_ids) & set(ids) != set(transaction_ids):
return 'transaction not found', []
return '', transaction_ids
def _unlink_ids(ids):
data = read_data()
fields = ['link', 'category']
force_code = "unlink_ok"
for this_id in ids:
all_ids = all_transactions_linked_to_this(data, this_id)
for field in fields:
change_field_on_several_ids_to_value(data,
all_ids,
field,
default_value(field),
force_code=force_code)
save_data(data)
def split_transaction_if_possible(the_input):
data = read_data()
transaction = filter_df_on_id(data, the_input['id'])
if transaction.shape[0] != 1:
return failure_response('Invalid id')
if not amounts_valid_split(transaction, the_input['amount1'], the_input['amount2']):
return failure_response('Invalid amounts')
if not all_split_fields_present(the_input):
return failure_response('Missing fields')
_split_transaction(the_input, transaction)
return success_response()
def link_ids_if_possible(ids):
error_message, ids = parse_ids(ids)
if error_message:
return error_message
if len(ids) < 2:
return failure_response('not enough transactions')
data = read_data()
data_ids = filter_df_several_values(data, 'id', ids)
if how_many_rows(data_ids) != len(ids):
return failure_response('at least one transaction missing')
if round(result_function_applied_to_field(data_ids, amount_euro_col, sum),
2) != 0:
return failure_response('transactions do not cancel each other out')
if present_links_is_not_empty(data_ids):
return failure_response('one or more transaction already linked')
_link_ids(ids)
return success_response()
def get_bank_name_from_id(id):
transaction = filter_df_on_id(read_data(), id)
return get_first_value_from_series(
get_one_field(transaction, bank_name_col))
def get_data_from_cycle(cycle):
return filter_df_on_cycle(read_data(), cycle)
def get_data_this_account(account):
return filter_df_one_value(read_data(), account_col, account)
def get_deposit_output():
data = read_data()
is_not_deposit = column_is_null(data, deposit_name_col)
return filter_df_on_bools(data, is_not_deposit, keep=False)
def get_transaction_with_id(id_to_find):
data = read_data()
return data[data['id'] == id_to_find]
def filtered_data_not_this_value(field_name, field_value):
return filter_df_not_this_value(read_data(), field_name, field_value)
def get_field_data(field_name):
data = read_data()
return data[field_name]
def change_cycle_on_id(transaction_id, cycle_value):
ids = all_transactions_linked_to_this(read_data(), transaction_id)
return set_field_to_value_on_ids(ids, 'cycle', cycle_value)