actual-scripts/this_month.py

from actual import Actual
import os
from dotenv import load_dotenv
from actual.queries import get_budgets, get_categories, get_category, get_transactions
from datetime import datetime
from moneyed import Money, USD
from moneyed.l10n import format_money
import json
import re
import pprint

load_dotenv()
pp=pprint.PrettyPrinter(indent=4)
TODAY = datetime.now()
MONTH_DAY = TODAY.strftime("%Y%m")
MONTHSTR = TODAY.strftime("%B")
MONTHDAYDATE = datetime.strptime(MONTH_DAY, "%Y%m")
ONBUDGETACCOUNTS = os.getenv('ONBUDGETACCOUNTS')

def simple_track(actual):
    main_dict = {}
    main_list = []
    budget = get_budgets(actual.session)
    for b in budget:
        if b.month == int(MONTH_DAY) and b.amount > 0:
            cats = get_categories(actual.session)
            for cat in cats:
                if cat.id == b.category_id:
                    if cat.name == "Income":
                        formatted_amount = str(b.amount)[:-2] + "." + str(b.amount)[-2:]
                        expected_income = Money(formatted_amount, USD)
                        main_dict[cat.name] = {"Expected Income": expected_income, "Actual Income": Money(0, USD), "Total Spent": Money(0, USD), "Left Against Budget": Money(0, USD), "Left Against Actual": Money(0, USD)}
    category_transcations(sesh=actual.session, main_list=main_dict, origin="simple")

def main(actual):
    main_dict = {}
    main_list = []
    budget = get_budgets(actual.session)
    for b in budget:
        if b.month == int(MONTH_DAY) and b.amount > 0:
            cats = get_categories(actual.session)
            for cat in cats:
                if cat.id == b.category_id:
                    # if cat.name == "Kid's Activities":
                    formatted_amount = str(b.amount)[:-2] + "." + str(b.amount)[-2:]
                    budgeted_amount = Money(formatted_amount, USD)
                    main_dict[cat.name] = {"budgeted_amount": budgeted_amount, "amount_spent": "", "amount_left": ""}
                    # main_dict = {"category": cat.name, "month": MONTHSTR,  "budgeted_amount": budgeted_amount, "amount_spent": "", "amount_left": ""}
    print(main_dict)
    category_transcations(sesh=actual.session, main_list=main_dict, origin="all_cats")


def category_transcations(sesh, main_list, origin):
    if origin == "simple":
        this_monhth_income = get_transactions(sesh, category='Income', start_date=MONTHDAYDATE)
        income_sum = Money(0, USD)
        for ti in this_monhth_income:
            income = str(ti.amount)[:-2] + "." + str(ti.amount)[-2:]
            total_income = Money(income, USD)
            income_sum += total_income

        this_month_trans = get_transactions(sesh, account='onbudget', start_date=MONTHDAYDATE)
        curr_sum = Money(0, USD)
        count = 0
        for ta in this_month_trans:
            if ta.category_id != '3c1699a5-522a-435e-86dc-93d900a14f0e' and ta.account.id in ONBUDGETACCOUNTS:
                tamount = str(ta.amount)[:-2] + "." + str(ta.amount)[-2:]
                total_sum = Money(tamount, USD)
                curr_sum += total_sum
                count += 1

        amount_left = curr_sum + main_list['Income']['Expected Income']
        main_list['Income']['Expected Income'] = main_list['Income']['Expected Income']
        main_list['Income']['Actual Income'] = income_sum
        main_list['Income']['Left Against Budget'] = amount_left
        main_list['Income']['Total Spent'] = curr_sum
        xx = curr_sum.amount
        if xx.is_zero():
            main_list['Income']['Left Against Actual'] = income_sum+curr_sum
        else:
            main_list['Income']['Left Against Actual'] = income_sum+curr_sum

    else:
        for keys, vals in main_list.items():
            this_month_trans = get_transactions(sesh, category=keys, start_date=MONTHDAYDATE)
            curr_sum = Money(0, USD)
            for ta in this_month_trans:
                tamount = str(ta.amount)[:-2] + "." + str(ta.amount)[-2:]
                total_sum = Money(tamount, USD)
                curr_sum += total_sum
            amount_list = curr_sum + vals["budgeted_amount"]
            vals["budgeted_amount"] = vals['budgeted_amount']
            vals["amount_spent"] = curr_sum
            vals["amount_left"] = amount_list

    if origin == "simple":
        x = format_dicts(main_list)
        simple_notifications(x)
    else:
        all_budgets_for_notifications(main_list)

def simple_notifications(x):
    print(f"""Here's where you stand this month!\n {x}""")

def all_budgets_for_notifications(sorted_data):
    negative_budget = {}
    no_budget_left = {}
    some_budget_left = {}
    final_tuple = ()
    for categories, values in sorted_data.items():
        # for budget_type, amount in values.items():
        intmoney = values['amount_left'].amount
        if intmoney == 0:
            # no_budget_left.append((categories, values) )
            no_budget_left[categories] = values
        elif intmoney < 0:
            # negative_budget.append((categories, values))
            negative_budget[categories] = values
        else:
            # some_budget_left.append(( categories, values) )
            some_budget_left[categories] = values

    final_tuple = (format_dicts(some_budget_left), format_dicts(negative_budget), format_dicts(no_budget_left))
    print(f"""**This is an automated message!** Here's your spending status so far for this month.\nFirst, here are the categories where you've overspent:\n{final_tuple[1]}.\n\nHere is where you still have some budget left:\n{final_tuple[0]}.\n\nAnd finally, here is where you're exactly where you need to be. $0 left.\n {final_tuple[2]}""")


def format_dicts(budgets_sorted):
    x = str(budgets_sorted)[10:]
    # y = re.search(r"(\'\w*\':)|(\'\w{1,9}\s\w{1,9})|(\d*.\d{2})", x).group()
    y = (x
        .replace("{'", "")
        .replace("}", "")
        .replace("Money('", "")
        .replace("'", "")
        .replace(", USD", "")
        .replace(")","")
        .replace("(","")
        .replace('"', '')
         )
    z = re.sub(r"((([A-Z][a-z]*( | & )){1,2}[A-Z][a-z]*:)|([A-Z][a-z]*)|529 Contrib)", '\n\\1', y)
    t = re.sub(r", \n", '\n', z)
    h = re.sub(r'([a-z]*_[a-z]*)',lambda x: x[1].replace('_', ' ').capitalize(), t)
    p = re.sub(r'(\d{1,5}.\d{2})', '$\\1', h)
    o = re.sub(r'(\d{4,5})', lambda x: x[1][:-3]+','+x[1][-3:], p)
    return o


if __name__ == "__main__":
    with Actual(
        base_url=os.getenv('BASEURL'),
        password=os.getenv('PASSWORD'),
        encryption_password=None,  # Optional: Password for the file encryption. Will not use it if set to None.
        file=os.getenv('FILE')
    ) as actual:
        # main(actual)
        simple_track(actual)