def calculate_last_completed_fiscal_quarter(fiscal_year,
as_of_date=current_fiscal_date()):
"""
ENABLE_CARES_ACT_FEATURES TECH DEBT: Make this work with new standardized, yet-to-be-named
function. There are currently several flavors flying around. Waiting for one to land rather
than creating another.
Returns either the most recently completed fiscal quarter or None if it's too early in the
fiscal year for the first quarter to be considered "completed". Should always return None for
future fiscal years. as_of_date was intended for unit testing purposes, but who knows, maybe
you'll find another use for it being the unquestionable genius that you are.
"""
# Get the current fiscal year so that it can be compared against the FY in the request.
day_difference = as_of_date - timedelta(days=SUBMISSION_WINDOW_DAYS)
current_fiscal_date_adjusted = FiscalDateTime(day_difference.year,
day_difference.month,
day_difference.day)
if fiscal_year == current_fiscal_date_adjusted.fiscal_year:
current_fiscal_quarter = current_fiscal_date_adjusted.quarter
# If it's currently the first quarter (or within SUBMISSION_WINDOW_DAYS days of the
# first quarter), return None because it's too soon for there to be a completed quarter
# for fiscal_year.
if current_fiscal_quarter == 1:
fiscal_quarter = None
else:
fiscal_quarter = current_fiscal_quarter - 1
elif fiscal_year < current_fiscal_date_adjusted.fiscal_year:
fiscal_quarter = 4
else:
# The future cannot have completed quarters unless you're into shady accounting.
fiscal_quarter = None
return fiscal_quarter
def calculate_last_completed_fiscal_quarter(fiscal_year,
as_of_date=current_fiscal_date()):
"""
Effectively a minimalistic implementation of generate_last_completed_fiscal_quarter. Returns either
the most recently completed fiscal quarter or None if it's too early in the fiscal year for the first
quarter to be considered "completed". Should always return None for future fiscal years. as_of_date
was intended for unit testing purposes, but who knows, maybe you'll find another use for it being the
unquestionable genius that you are.
"""
# Get the current fiscal year so that it can be compared against the FY in the request.
day_difference = as_of_date - datetime.timedelta(
days=SUBMISSION_WINDOW_DAYS)
current_fiscal_date_adjusted = FiscalDateTime(day_difference.year,
day_difference.month,
day_difference.day)
if fiscal_year == current_fiscal_date_adjusted.fiscal_year:
current_fiscal_quarter = current_fiscal_date_adjusted.quarter
# If it's currently the first quarter (or within SUBMISSION_WINDOW_DAYS days of the
# first quarter), return None because it's too soon for there to be a completed quarter
# for fiscal_year.
if current_fiscal_quarter == 1:
fiscal_quarter = None
else:
fiscal_quarter = current_fiscal_quarter - 1
elif fiscal_year < current_fiscal_date_adjusted.fiscal_year:
fiscal_quarter = 4
else:
# The future cannot have completed quarters unless you're into shady accounting.
fiscal_quarter = None
return fiscal_quarter
def test_contains(self, a: FiscalQuarter, f: FiscalQuarter) -> None:
assert a not in f
assert f in f
assert FiscalDateTime(2016, 8, 1, 0, 0, 0) in a
assert datetime.datetime(2016, 8, 1, 0, 0, 0) in a
assert FiscalDate(2016, 8, 1) in a
assert datetime.date(2016, 8, 1) in a
def generate_last_completed_fiscal_quarter(fiscal_year, fiscal_quarter=None):
""" Generate the most recently completed fiscal quarter """
# Get the current fiscal year so that it can be compared against the FY in the request
current_fiscal_date = FiscalDateTime.today()
day_difference = current_fiscal_date - datetime.timedelta(days=45)
current_fiscal_date_adjusted = FiscalDateTime(day_difference.year,
day_difference.month,
day_difference.day)
# Attempting to get data for current fiscal year (minus 45 days)
if fiscal_year == current_fiscal_date_adjusted.fiscal_year:
current_fiscal_quarter = current_fiscal_date_adjusted.quarter
# If a fiscal quarter has been requested
if fiscal_quarter:
# If the fiscal quarter requested is not yet completed (or within 45 days of being completed), error out
if current_fiscal_quarter <= fiscal_quarter:
raise InvalidParameterException(
"Requested fiscal year and quarter must have been completed over 45 "
"days prior to the current date.")
# If no fiscal quarter has been requested
else:
# If it's currently the first quarter (or within 45 days of the first quarter), throw an error
if current_fiscal_quarter == 1:
raise InvalidParameterException(
"Cannot obtain data for current fiscal year. At least one quarter must "
"be completed for over 45 days.")
# roll back to the last completed fiscal quarter if it's any other quarter
else:
fiscal_quarter = current_fiscal_quarter - 1
# Attempting to get data for any fiscal year before the current one (minus 45 days)
elif fiscal_year < current_fiscal_date_adjusted.fiscal_year:
# If no fiscal quarter has been requested, give the fourth quarter of the year requested
if not fiscal_quarter:
fiscal_quarter = 4
else:
raise InvalidParameterException(
"Cannot obtain data for future fiscal years or fiscal years that have not "
"been active for over 45 days.")
# get the fiscal date
fiscal_date = FiscalQuarter(fiscal_year, fiscal_quarter).end
fiscal_date = datetime.datetime.strftime(fiscal_date, '%Y-%m-%d')
return fiscal_date, fiscal_quarter
def _parse_and_validate_request(self, request_dict):
""" Validate the Request object includes the required fields """
fy_range = [str(i) for i in range(2001, FiscalDateTime.today().year + 1)]
last_fy = str(SubmissionAttributes.last_certified_fy()) or str(FiscalDateTime.today().year)
request_settings = [
{
"key": "sort",
"name": "sort",
"type": "object",
"optional": True,
"object_keys": {
"field": {
"type": "enum",
"enum_values": ["budgetary_resources", "managing_agency", "account_name", "account_number"],
"optional": True,
"default": "budgetary_resources",
},
"direction": {"type": "enum", "enum_values": ["asc", "desc"], "optional": True, "default": "asc"},
},
"default": {"field": "budgetary_resources", "direction": "asc"},
},
{"key": "page", "name": "page", "type": "integer", "default": 1, "min": 1, "optional": True},
{"key": "limit", "name": "limit", "type": "integer", "default": 10, "min": 1, "max": 100, "optional": True},
{
"key": "filters",
"name": "filters",
"type": "object",
"optional": True,
"object_keys": {
"agency_identifier": {
"name": "agency_identifier",
"type": "text",
"text_type": "search",
"optional": True,
},
"fy": {"type": "enum", "enum_values": fy_range, "optional": True, "default": last_fy},
},
"default": {"fy": last_fy},
},
{"key": "keyword", "name": "keyword", "type": "text", "text_type": "search", "optional": True},
]
validated_request_data = TinyShield(request_settings).block(request_dict)
validated_request_data["filters"]["fy"] = validated_request_data["filters"].get("fy", last_fy)
return validated_request_data
def test_start(self, a: FiscalDay, c: FiscalDay) -> None:
assert a.start == FiscalYear(a.fiscal_year).start
assert c.start == FiscalDateTime(2016, 9, 30, 0, 0, 0)
with fiscalyear.fiscal_calendar(*US_FEDERAL):
assert a.start == datetime.datetime(2015, 10, 1, 0, 0, 0)
with fiscalyear.fiscal_calendar(*UK_PERSONAL):
assert a.start == datetime.datetime(2016, 4, 6, 0, 0, 0)
def test_contains(self, a: FiscalMonth, b: FiscalMonth,
d: FiscalQuarter) -> None:
assert b in b
assert a not in d
assert b in b
assert FiscalDateTime(2015, 10, 1, 0, 0, 0) in a
assert datetime.datetime(2015, 10, 1, 0, 0, 0) in a
assert FiscalDate(2015, 10, 1) in a
assert datetime.date(2015, 10, 1) in a
def test_contains(self, a: FiscalYear, b: FiscalYear, c: FiscalYear,
d: FiscalYear) -> None:
assert b in b
assert c not in a
assert c in b
assert d in b
assert FiscalDateTime(2016, 1, 1, 0, 0, 0) in a
assert datetime.datetime(2016, 1, 1, 0, 0, 0) in a
assert FiscalDate(2016, 1, 1) in a
assert datetime.date(2016, 1, 1) in a
def _parse_and_validate_request(self, request_dict):
""" Validate the Request object includes the required fields """
fy_range = [str(i) for i in range(2001, FiscalDateTime.today().year + 1)]
last_fy = str(SubmissionAttributes.last_certified_fy()) or str(FiscalDateTime.today().year)
request_settings = [
{'key': 'sort', 'name': 'sort', 'type': 'object', 'optional': True, 'object_keys': {
'field': {'type': 'enum', 'enum_values': ['budgetary_resources', 'managing_agency', 'account_name',
'account_number'],
'optional': True, 'default': 'budgetary_resources'},
'direction': {'type': 'enum', 'enum_values': ['asc', 'desc'], 'optional': True, 'default': 'asc'},
}, 'default': {'field': 'budgetary_resources', 'direction': 'asc'}},
{'key': 'page', 'name': 'page', 'type': 'integer', 'default': 1, 'min': 1, 'optional': True},
{'key': 'limit', 'name': 'limit', 'type': 'integer', 'default': 10, 'min': 1, 'max': 100, 'optional': True},
{'key': 'filters', 'name': 'filters', 'type': 'object', 'optional': True, 'object_keys': {
'fy': {'type': 'enum', 'enum_values': fy_range, 'optional': True, 'default': last_fy},
}, 'default': {'fy': last_fy}},
{'key': 'keyword', 'name': 'keyword', 'type': 'text', 'text_type': 'search', 'optional': True}
]
validated_request_data = TinyShield(request_settings).block(request_dict)
return validated_request_data
def fiscal_year_check(sheet: Worksheet, fisc_year_start_idx: int, row_idx: int,
prev_date: datetime, new_date: datetime, summaries: list,
force_ytd_summary: bool) -> int:
new_fiscal_year = FiscalDateTime(new_date.year, new_date.month,
new_date.day).fiscal_year
prev_fiscal_year = FiscalDateTime(prev_date.year, prev_date.month,
prev_date.day).fiscal_year
if (new_fiscal_year > prev_fiscal_year) or force_ytd_summary:
sheet.cell(row_idx, COLUMNS["Date"]).value = "END OF FINANCIAL YEAR " + \
str(prev_fiscal_year-1) + "-" + str(prev_fiscal_year)
for column_name in ["Capital gain <= 1 year", "Capital gain > 1 year"]:
col_letter = cell.get_column_letter(COLUMNS[column_name])
formula = "=sum(" + col_letter + str(fisc_year_start_idx) + ":" \
+ col_letter + str(row_idx - 1) + ")"
sheet.cell(row_idx, COLUMNS[column_name]).value = formula
net_capital_gain_formula = "=" + cell.get_column_letter(COLUMNS["Capital gain <= 1 year"]) + str(row_idx) \
+ "+(" + cell.get_column_letter(COLUMNS["Capital gain > 1 year"]) + str(row_idx) +"/2)"
sheet.cell(
row_idx,
COLUMNS["Net capital gain"]).value = net_capital_gain_formula
for column_name in COLUMNS:
sheet.cell(row_idx, COLUMNS[column_name]).style = "Accent1"
# summaries.append({
# "fiscal_year_end": prev_fiscal_year,
# "brokerage_ref": col_letter + str(row_idx),
# "capital_gain_ref": cap_gain_letter + str(row_idx),
# "is_ytd_only": force_ytd_summary
# })
return row_idx + 1, row_idx + 1
return row_idx, fisc_year_start_idx
def generate_last_completed_fiscal_quarter(fiscal_year, fiscal_quarter=None):
""" Generate the most recently completed fiscal quarter """
# Get the current fiscal year so that it can be compared against the FY in the request
current_fiscal_date = FiscalDateTime.today()
day_difference = current_fiscal_date - datetime.timedelta(days=45)
current_fiscal_date_adjusted = FiscalDateTime(day_difference.year, day_difference.month, day_difference.day)
# Attempting to get data for current fiscal year (minus 45 days)
if fiscal_year == current_fiscal_date_adjusted.fiscal_year:
current_fiscal_quarter = current_fiscal_date_adjusted.quarter
# If a fiscal quarter has been requested
if fiscal_quarter:
# If the fiscal quarter requested is not yet completed (or within 45 days of being completed), error out
if current_fiscal_quarter <= fiscal_quarter:
raise InvalidParameterException("Requested fiscal year and quarter must have been completed over 45 "
"days prior to the current date.")
# If no fiscal quarter has been requested
else:
# If it's currently the first quarter (or within 45 days of the first quarter), throw an error
if current_fiscal_quarter == 1:
raise InvalidParameterException("Cannot obtain data for current fiscal year. At least one quarter must "
"be completed for over 45 days.")
# roll back to the last completed fiscal quarter if it's any other quarter
else:
fiscal_quarter = current_fiscal_quarter - 1
# Attempting to get data for any fiscal year before the current one (minus 45 days)
elif fiscal_year < current_fiscal_date_adjusted.fiscal_year:
# If no fiscal quarter has been requested, give the fourth quarter of the year requested
if not fiscal_quarter:
fiscal_quarter = 4
else:
raise InvalidParameterException("Cannot obtain data for future fiscal years or fiscal years that have not "
"been active for over 45 days.")
# get the fiscal date
fiscal_date = FiscalQuarter(fiscal_year, fiscal_quarter).end
fiscal_date = datetime.datetime.strftime(fiscal_date, '%Y-%m-%d')
return fiscal_date, fiscal_quarter
from botocore.exceptions import ClientError
from googleapiclient.errors import HttpError
from pydrive.auth import GoogleAuth, AuthError
from pydrive.drive import GoogleDrive
from pydrive.files import ApiRequestError, FileNotUploadedError
from pydrive.settings import InvalidConfigError
LOGGER = logging.getLogger()
LOGGER.setLevel(logging.WARNING)
GDRIVE_SNS_TOPIC_ARN = env.get('GDRIVE_SNS_TOPIC_ARN')
SNS = boto3.client('sns')
DDB = boto3.resource('dynamodb', region_name='us-east-1')
fiscalyear.START_MONTH = 4
FISCAL_YEAR = FiscalDateTime.now()
class WorthRetryingException(Exception):
'''Base error class for exceptions worth retrying'''
class GDriveAuthError(WorthRetryingException):
'''General authentication error'''
# Worth retrying until we discover which errors are impossible to rectify
class TemporaryGlitch(WorthRetryingException):
'''Idempotent Glitch error class'''
def a(self) -> FiscalDateTime:
return FiscalDateTime(2017, 1, 1, 0, 0, 0)
"ID": "<your PayPal client ID here>",
"Secret": "<your PayPal secret here>"
}))
print(
"No PayPal SDK credentials available. Please add credentials details to {cred_file}",
file=sys.stderr)
else:
# Creating an environment
environment = LiveEnvironment(client_id=CREDS["ID"],
client_secret=CREDS["Secret"])
client = PayPalHttpClient(environment)
setup_fiscal_calendar(start_month=7)
dt_from = FiscalYear(FiscalDateTime.now().fiscal_year).start.astimezone(
tz.tzlocal())
dt_to = FiscalDateTime.now().astimezone(tz.tzlocal())
request = TransactionRequest(dt_from, dt_to)
transactions = request.execute(client)
header = [
"Date", "Transaction Commodity", "Deposit", "Price", "Quantity",
"Balance", "Num", "Description", "Notes", "Partner", "Transfer Account"
]
print(",".join(header))
for t in transactions: #response.result.transaction_details:
id = t.transaction_info.transaction_id # @ReservedAssignment
def b(self) -> FiscalDateTime:
return FiscalDateTime(2017, 11, 15, 12, 4, 30)
def current_fiscal_date() -> FiscalDateTime:
"""FiscalDateTime.today() returns calendar date! Add 3 months to convert to fiscal"""
return FiscalDateTime.today() + relativedelta(months=3)
def current_fiscal_date() -> FiscalDateTime:
return FiscalDateTime.today()
