def f_gen_rep ():
f_gen_rep_summary()
f_gen_rep_detailed_income ()
f_gen_rep_detailed_spend ()
f_gen_rep_detailed_invst ()
f_monthly_report ()
n = len(months_list)
x_data = []
for i in range(n):
x_data.append(misc_utils.split_month(months_list[i].name))
f_gen_charts(x_data, plot_data)
f1 = proj_path + "SummaryReport.pdf"
f2 = proj_path + "IncomeReport.pdf"
f3 = proj_path + "InvestmentReport.pdf"
f4 = proj_path + "spendReport.pdf"
f5 = proj_path + "Graphs.pdf"
f6 = proj_path + "Monthly_analysis.pdf"
files_list = [f1,f2,f3,f4,f5,f6]
misc_utils.merge_pdf(outname, files_list, logo)
for i in range(len(files_list)):
system("rm -rf %s" %files_list[i])
system("cp -rf %s %s" %(outname, dest_dir))
def f_gen_rep_detailed_income ():
title_name = 'Income Report'
subtitle_name = 'Break-up details of Monthly Income'
col_headings = ["#", "Month", "Type", "Amount", "Source", "Date"]
fields = []
datas = []
file_name = "IncomeReport"
data_incm_name = []
data_incm_val = []
data_comment = []
data_dt_of_incm = []
styles = ["bold=True, width=0.3","bold=True, width=0.7","bold=True, width=0.7","money=True, width=0.7", "width=0.7", "width=0.7"]
for idx in range(len(months_list)):
temp_month = months_list[idx]
for keys in add_inc_commands.keys():
incm_name = add_inc_commands[keys]
if incm_name == 'SALARY':
incm_type = temp_month.ttl_incm.salary
elif incm_name == 'DIVIDEND':
incm_type = temp_month.ttl_incm.dividend
elif incm_name == 'INTEREST':
incm_type = temp_month.ttl_incm.interest
elif incm_name == 'SHARES':
incm_type = temp_month.ttl_incm.share_trxn
elif incm_name == 'BONUS':
incm_type = temp_month.ttl_incm.bonus
else:
print "unsupported option"
for sub_idx in range(len(incm_type.val)):
data_incm_name.append(incm_name)
data_incm_val.append(incm_type.val[sub_idx])
data_comment.append(incm_type.src_of_incm[sub_idx])
data_dt_of_incm.append(incm_type.dt_of_incm[sub_idx])
fields.append(misc_utils.split_month(temp_month.name))
datas.append(data_incm_name)
datas.append(data_incm_val)
datas.append(data_comment)
datas.append(data_dt_of_incm)
fields.append('TOTAL')
# compute the totals
datas[0].append("")
datas[1].append(sum(datas[1][::-1]))
datas[1] = misc_utils.comma_sep(datas[1],1)
datas[2].append("")
datas[3].append("")
#pprint(fields)
#pprint(datas)
create_reports(fields, fileTypes, title_name, subtitle_name, col_headings, datas, proj_path, file_name, styles)
def f_gen_rep_detailed_invst ():
title_name = 'Investments Report'
subtitle_name = 'Break-up details of Monthly Investments'
col_headings = ["#", "Category"]
fields = []
datas = []
file_name = "InvestmentReport"
data_invst_val = []
styles = ["bold=True, width=0.15","bold=False, width=0.85"]
months_data = []
for keys in add_invst_commands.keys():
invst_name = add_invst_commands[keys]
fields.append(invst_name)
for idx in range(len(months_list)):
m = 0
invst_val = []
temp_month = months_list[idx]
for keys in add_invst_commands.keys():
m = m + 1
tmp_invst = temp_month.ttl_investment
# Parse the input and take appropriate action
eval_str = "tmp_typ = tmp_invst.typ%d" %(m)
exec(eval_str)
invst_val.append(tmp_typ.total_bal)
datas.append(invst_val)
col_headings.append(misc_utils.split_month(months_list[idx].name))
styles.append("width=0.5, money=True")
fields.append('TOTAL')
# compute the totals
y_data = []
for j in range(len(datas)):
datas[j].append(sum(datas[j][::-1]))
y_data.append(datas[j][-1])
horz_total = []
for k in range(len(datas[0])):
tmp_sum = 0
for j in range(len(datas)):
tmp_sum = tmp_sum + datas[j][k]
horz_total.append(tmp_sum)
datas = misc_utils.comma_sep(datas,2)
#pprint(datas)
#pprint(styles)
#pprint(col_headings)
#pprint(fields)
create_reports(fields, fileTypes, title_name, subtitle_name, col_headings, datas, proj_path, file_name, styles)
def f_gen_rep_summary ():
title_name = 'Expense Report'
subtitle_name = 'Summary of Monthly Expenses'
col_headings = ["#", "Month", "Income", "Spend", "Investments"]
fields = []
file_name = "SummaryReport"
n = len(months_list)
months_data = []
styles = ["bold=True, width=0.3","bold=True, width=0.8","money=True, width=0.8","money=True, width=0.8", "money=True, width=0.7"]
for idx in range(n):
months_data.append(months_list[idx].ttl_incm.total_val)
months_data.append(months_list[idx].ttl_spend.total_val)
months_data.append(months_list[idx].ttl_investment.total_val)
fields.append(misc_utils.split_month(months_list[idx].name))
fields.append('TOTAL')
datas = []
y_data = []
for i in [0,1,2]:
datas.append([])
y_data.append([])
for i in [0,1,2]:
datas[i] = months_data[i::3]
y_data[i] = months_data[i::3]
labels = ['Income', 'Expenditure', 'Investments']
plot_data.append(y_data)
plot_data.append(labels)
# compute the totals
datas[0].append(sum(datas[0][::-1]))
datas[1].append(sum(datas[1][::-1]))
datas[2].append(sum(datas[2][::-1]))
datas = misc_utils.comma_sep(datas,2)
#pprint(datas)
#pprint(fields)
#pprint(col_headings)
create_reports(fields, fileTypes, title_name, subtitle_name, col_headings, datas, proj_path, file_name, styles)
def f_monthly_report ():
no_types = 15
no_months = len(months_list)
cash = [0] * no_months
non_bank_debt = [0] * no_months
equity = [0] * no_months
bank_debt = [0] * no_months
x_data = []
fname = proj_path + "Monthly_analysis.pdf"
for idx in range(no_months):
temp_month = months_list[idx]
m_name = misc_utils.split_month(temp_month.name)
tmp_invst = temp_month.ttl_investment
x_data.append(misc_utils.split_month(temp_month.name))
notes = []
val = []
for i in range(no_types):
eval_str = "tmp_typ = tmp_invst.typ%d" %(i+1)
exec(eval_str)
eval_str = "no_items = tmp_typ.no_items"
exec(eval_str)
if no_items != 0:
for j in range(tmp_typ.no_items):
eval_str = "tmp_item = tmp_typ.item%d" %(j+1)
exec(eval_str)
if tmp_item.notes != '':
notes.append(tmp_item.notes)
val.append(tmp_item.val)
if (tmp_item.notes[:-1] == "FD" or tmp_item.notes[:-1] == "RD"):
bank_debt[idx] = bank_debt[idx] + tmp_item.val
elif (tmp_item.notes[:-1] == "PPF" or tmp_item.notes[:-1] == "LIC" or tmp_item.notes[:-1] == "EPF" or tmp_item.notes[:-1] == "INFRA_BONDS"):
non_bank_debt[idx] = non_bank_debt[idx] + tmp_item.val
elif (tmp_item.notes[:-1] == "MF" or tmp_item.notes[:-1] == "IND_EQUITY" or tmp_item.notes[:-1] == "FOREIGN_EQUITY"):
equity[idx] = equity[idx] + tmp_item.val
elif (tmp_item.notes[:-1] == "BANKS"):
cash[idx] = cash[idx] + tmp_item.val
# Break up bar graph
fig = plt.figure()
ind = np.arange(no_months) # the x locations for the groups
width = 0.2 # the width of the bars
ax = fig.add_subplot(2,1,1)
rects1 = ax.bar(ind, cash, width, color='b')
rects2 = ax.bar(ind+width, equity, width, color='y')
rects3 = ax.bar(ind+2*width, bank_debt, width, color='g')
rects4 = ax.bar(ind+3*width, non_bank_debt, width, color='r')
# add some
ax.set_ylabel('Amount in Rupees', fontsize=10)
ax.set_title('Monthly Trends', fontsize=10)
ax.set_xticks(ind + 2.2*width)
ax.set_xticklabels(x_data)
ax.spines['right'].set_color('none')
ax.spines['left'].set_color('none')
ax.spines['top'].set_color('none')
ax.spines['bottom'].set_color('none')
ax.legend( (rects1[0], rects2[0], rects3[0], rects4[0]), ("Cash", "Equity", "Bank Debt", "Non Bank Debt"), labelspacing=0.05,prop={'size':8} )
plt.tick_params(axis='both', which='major', labelsize=9)
plt.tick_params(axis='both', which='minor', labelsize=9)
plt.grid('on')
x_data = []
temp_month = cm
m_name = misc_utils.split_month(temp_month.name)
tmp_invst = temp_month.ttl_investment
notes = []
val = []
for i in range(no_types):
eval_str = "tmp_typ = tmp_invst.typ%d" %(i+1)
exec(eval_str)
eval_str = "no_items = tmp_typ.no_items"
exec(eval_str)
if no_items != 0:
for j in range(tmp_typ.no_items):
eval_str = "tmp_item = tmp_typ.item%d" %(j+1)
exec(eval_str)
if tmp_item.notes != '':
notes.append(tmp_item.notes)
val.append(tmp_item.val)
ind = np.arange(len(notes)) # the x locations for the groups
width = 0.08 # the width of the bars
ind = ind * 0.15
ax = fig.add_subplot(2,1,2)
rects1 = ax.bar(ind, val, width, color='y')
# add some
ax.set_ylabel('Amount in Rupees', fontsize=10)
ax.set_title('Current Month analysis', fontsize=10)
ax.set_xticks(ind + 0.05)
ax.set_xticklabels(notes)
ax.spines['right'].set_color('none')
ax.spines['left'].set_color('none')
ax.spines['top'].set_color('none')
ax.spines['bottom'].set_color('none')
plt.tick_params(axis='both', which='major', labelsize=9)
plt.tick_params(axis='both', which='minor', labelsize=9)
plt.xticks(rotation='vertical')
plt.grid('on')
#plt.show()
plt.savefig(fname)
def f_gen_rep_detailed_spend ():
title_name = 'Spend Report'
subtitle_name = 'Break-up details of Monthly Expenses'
col_headings = ["#", "Spend Category"]
fields = []
datas = []
file_name = "spendReport"
data_spend_val = []
styles = ["bold=True, width=0.3","bold=True, width=0.9"]
k = -1
months_data = []
for keys in add_spn_commands.keys():
spend_name = add_spn_commands[keys]
k = k + 1
fields.append(spend_name)
for idx in range(len(months_list)):
temp_month = months_list[idx]
if spend_name == 'FOOD':
spend_type = temp_month.ttl_spend.food
elif spend_name == 'FUEL':
spend_type = temp_month.ttl_spend.fuel
elif spend_name == 'VEHICLE':
spend_type = temp_month.ttl_spend.vehicle
elif spend_name == 'COMMUTATION':
spend_type = temp_month.ttl_spend.commutation
elif spend_name == 'RENT':
spend_type = temp_month.ttl_spend.rent
elif spend_name == 'ELECTRICITY':
spend_type = temp_month.ttl_spend.electricity
elif spend_name == 'WATER_BILL':
spend_type = temp_month.ttl_spend.water_bill
elif spend_name == 'INVESTMENTS':
spend_type = temp_month.ttl_spend.investment
elif spend_name == 'TEL_BILLS':
spend_type = temp_month.ttl_spend.tel_bills
elif spend_name == 'INSURANCE':
spend_type = temp_month.ttl_spend.insurance
elif spend_name == 'STATIONARIES':
spend_type = temp_month.ttl_spend.stationaries
elif spend_name == 'EMIS':
spend_type = temp_month.ttl_spend.emis
elif spend_name == 'MEDICAL':
spend_type = temp_month.ttl_spend.medical
elif spend_name == 'MISC':
spend_type = temp_month.ttl_spend.misc
else:
print "unsupported option"
months_data.append(spend_type.value)
datas = []
n = len(months_list)
for i in range(n):
col_headings.append(misc_utils.split_month(months_list[i].name))
styles.append("width=0.5, money=True")
datas.append([])
if n != 1:
for i in range(n):
datas[i] = months_data[i::n]
else:
datas = [months_data]
fields.append('TOTAL')
# compute the totals
y_data = []
for j in range(len(datas)):
datas[j].append(sum(datas[j][::-1]))
y_data.append(datas[j][-1])
horz_total = []
for k in range(len(datas[0])):
tmp_sum = 0
for j in range(len(datas)):
tmp_sum = tmp_sum + datas[j][k]
horz_total.append(tmp_sum)
col_headings.append('TOTAL')
styles.append("width=0.5, money=True")
datas.append(horz_total)
datas = misc_utils.comma_sep(datas,2)
#pprint(horz_total)
#pprint(months_data)
#pprint(datas)
#pprint(col_headings)
#pprint(fields)
create_reports(fields, fileTypes, title_name, subtitle_name, col_headings, datas, proj_path, file_name, styles)
