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Finalized the this month script, which will be sent weekly via text to me and necessary parties. The last month and new_month_check transactions are also cleaned up and working. The next tasks are to sunset the import of moneyed as reading the actual-py docs, I found that I can do transactions.get_amount() which will return a decimal formatted number instead of needing to change the strings, etc. Will also need to clean up the files so they are more organized for public release.

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norm
2025-11-11 09:47:47 -05:00
parent b1d6aab9e3
commit b70fcbb185
10 changed files with 119 additions and 152 deletions
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26
this_month.py
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@ -29,7 +29,7 @@ def simple_track(actual):
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), "Amount Left Against Budget": Money(0, 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):
@ -72,10 +72,14 @@ def category_transcations(sesh, main_list, origin):
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']['Amount Left Against Budget'] = amount_left
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
# print(f"curr_sum: {curr_sum} PLUS total_sum: {total_sum}")
else:
for keys, vals in main_list.items():
this_month_trans = get_transactions(sesh, category=keys, start_date=MONTHDAYDATE)
@ -84,20 +88,11 @@ def category_transcations(sesh, main_list, origin):
tamount = str(ta.amount)[:-2] + "." + str(ta.amount)[-2:]
total_sum = Money(tamount, USD)
curr_sum += total_sum
# print(f"curr_sum: {curr_sum} PLUS total_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
# sorted_items = sorted(main_list.items(), key=lambda item: item[1]['amount_left'])
# sorted_nested_dict = dict(sorted_items)
# pp.pprint(sorted_nested_dict)
# pp.pprint(sorted_key_val)
# sorted_data = sorted(main_list, key=lambda x: main_list[x]['amount_left'])
# pp.pprint(sorted_data)
# sort_budgets_for_notification(sorted_data)
if origin == "simple":
x = format_dicts(main_list)
simple_notifications(x)
@ -150,13 +145,6 @@ def format_dicts(budgets_sorted):
return o
# categies = str([x['category'] for x in negative_budget ])[1:-1].replace('"','').replace("'",'')
# categies2 = str([x['category'] for x in some_budget_left ])[1:-1].replace('"','').replace("'",'')
# categies3 = str([x['category'] for x in no_budget_left ])[1:-1].replace('"','').replace("'",'')
# print(f"""Here's your spending status so far for this month. First, here are the categories where you've overspent:\n- {str(categies)}.\n\nHere is where you still have some budget left:\n- {str(categies2)}.\n\nAnd finally, here is where you're exactly where you need to be. $0 left.\n- {str(categies3)}""")
if __name__ == "__main__":
with Actual(
base_url=os.getenv('BASEURL'),