169 lines
7.4 KiB
Python
169 lines
7.4 KiB
Python
from actual import Actual
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import os
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from dotenv import load_dotenv
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from actual.queries import get_budgets, get_categories, get_category, get_transactions
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from datetime import datetime
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from moneyed import Money, USD
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from moneyed.l10n import format_money
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import json
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import re
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import pprint
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load_dotenv()
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pp=pprint.PrettyPrinter(indent=4)
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TODAY = datetime.now()
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MONTH_DAY = TODAY.strftime("%Y%m")
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MONTHSTR = TODAY.strftime("%B")
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MONTHDAYDATE = datetime.strptime(MONTH_DAY, "%Y%m")
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ONBUDGETACCOUNTS = os.getenv('ONBUDGETACCOUNTS')
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def simple_track(actual):
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main_dict = {}
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main_list = []
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budget = get_budgets(actual.session)
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for b in budget:
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if b.month == int(MONTH_DAY) and b.amount > 0:
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cats = get_categories(actual.session)
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for cat in cats:
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if cat.id == b.category_id:
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if cat.name == "Income":
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formatted_amount = str(b.amount)[:-2] + "." + str(b.amount)[-2:]
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expected_income = Money(formatted_amount, USD)
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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)}
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category_transcations(sesh=actual.session, main_list=main_dict, origin="simple")
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def main(actual):
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main_dict = {}
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main_list = []
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budget = get_budgets(actual.session)
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for b in budget:
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if b.month == int(MONTH_DAY) and b.amount > 0:
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cats = get_categories(actual.session)
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for cat in cats:
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if cat.id == b.category_id:
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# if cat.name == "Kid's Activities":
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formatted_amount = str(b.amount)[:-2] + "." + str(b.amount)[-2:]
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budgeted_amount = Money(formatted_amount, USD)
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main_dict[cat.name] = {"budgeted_amount": budgeted_amount, "amount_spent": "", "amount_left": ""}
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# main_dict = {"category": cat.name, "month": MONTHSTR, "budgeted_amount": budgeted_amount, "amount_spent": "", "amount_left": ""}
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print(main_dict)
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category_transcations(sesh=actual.session, main_list=main_dict, origin="all_cats")
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def category_transcations(sesh, main_list, origin):
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if origin == "simple":
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this_monhth_income = get_transactions(sesh, category='Income', start_date=MONTHDAYDATE)
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income_sum = Money(0, USD)
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for ti in this_monhth_income:
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income = str(ti.amount)[:-2] + "." + str(ti.amount)[-2:]
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total_income = Money(income, USD)
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income_sum += total_income
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this_month_trans = get_transactions(sesh, account='onbudget', start_date=MONTHDAYDATE)
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curr_sum = Money(0, USD)
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count = 0
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for ta in this_month_trans:
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if ta.category_id != '3c1699a5-522a-435e-86dc-93d900a14f0e' and ta.account.id in ONBUDGETACCOUNTS:
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tamount = str(ta.amount)[:-2] + "." + str(ta.amount)[-2:]
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total_sum = Money(tamount, USD)
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curr_sum += total_sum
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count += 1
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amount_left = curr_sum + main_list['Income']['Expected Income']
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main_list['Income']['Expected Income'] = main_list['Income']['Expected Income']
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main_list['Income']['Actual Income'] = income_sum
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main_list['Income']['Amount Left Against Budget'] = amount_left
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main_list['Income']['Total Spent'] = curr_sum
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# print(f"curr_sum: {curr_sum} PLUS total_sum: {total_sum}")
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else:
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for keys, vals in main_list.items():
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this_month_trans = get_transactions(sesh, category=keys, start_date=MONTHDAYDATE)
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curr_sum = Money(0, USD)
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for ta in this_month_trans:
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tamount = str(ta.amount)[:-2] + "." + str(ta.amount)[-2:]
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total_sum = Money(tamount, USD)
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curr_sum += total_sum
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# print(f"curr_sum: {curr_sum} PLUS total_sum: {total_sum}")
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amount_list = curr_sum + vals["budgeted_amount"]
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vals["budgeted_amount"] = vals['budgeted_amount']
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vals["amount_spent"] = curr_sum
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vals["amount_left"] = amount_list
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# sorted_items = sorted(main_list.items(), key=lambda item: item[1]['amount_left'])
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# sorted_nested_dict = dict(sorted_items)
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# pp.pprint(sorted_nested_dict)
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# pp.pprint(sorted_key_val)
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# sorted_data = sorted(main_list, key=lambda x: main_list[x]['amount_left'])
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# pp.pprint(sorted_data)
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# sort_budgets_for_notification(sorted_data)
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if origin == "simple":
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x = format_dicts(main_list)
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simple_notifications(x)
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else:
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all_budgets_for_notifications(main_list)
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def simple_notifications(x):
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print(f"""Here's where you stand this month!\n {x}""")
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def all_budgets_for_notifications(sorted_data):
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negative_budget = {}
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no_budget_left = {}
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some_budget_left = {}
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final_tuple = ()
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for categories, values in sorted_data.items():
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# for budget_type, amount in values.items():
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intmoney = values['amount_left'].amount
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if intmoney == 0:
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# no_budget_left.append((categories, values) )
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no_budget_left[categories] = values
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elif intmoney < 0:
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# negative_budget.append((categories, values))
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negative_budget[categories] = values
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else:
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# some_budget_left.append(( categories, values) )
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some_budget_left[categories] = values
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final_tuple = (format_dicts(some_budget_left), format_dicts(negative_budget), format_dicts(no_budget_left))
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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. $0 left.\n {final_tuple[2]}""")
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def format_dicts(budgets_sorted):
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x = str(budgets_sorted)[10:]
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# y = re.search(r"(\'\w*\':)|(\'\w{1,9}\s\w{1,9})|(\d*.\d{2})", x).group()
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y = (x
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.replace("{'", "")
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.replace("}", "")
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.replace("Money('", "")
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.replace("'", "")
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.replace(", USD", "")
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.replace(")","")
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.replace("(","")
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.replace('"', '')
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)
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z = re.sub(r"((([A-Z][a-z]*( | & )){1,2}[A-Z][a-z]*:)|([A-Z][a-z]*)|529 Contrib)", '\n\\1', y)
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t = re.sub(r", \n", '\n', z)
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h = re.sub(r'([a-z]*_[a-z]*)',lambda x: x[1].replace('_', ' ').capitalize(), t)
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p = re.sub(r'(\d{1,5}.\d{2})', '$\\1', h)
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o = re.sub(r'(\d{4,5})', lambda x: x[1][:-3]+','+x[1][-3:], p)
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return o
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# categies = str([x['category'] for x in negative_budget ])[1:-1].replace('"','').replace("'",'')
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# categies2 = str([x['category'] for x in some_budget_left ])[1:-1].replace('"','').replace("'",'')
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# categies3 = str([x['category'] for x in no_budget_left ])[1:-1].replace('"','').replace("'",'')
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# 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)}""")
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if __name__ == "__main__":
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with Actual(
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base_url=os.getenv('BASEURL'),
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password=os.getenv('PASSWORD'),
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encryption_password=None, # Optional: Password for the file encryption. Will not use it if set to None.
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file=os.getenv('FILE')
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) as actual:
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# main(actual)
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simple_track(actual)
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