Luís Murta
e27f2f08cf
Tags will work as additional categories to filter/organize by. It makes sense they can also be rule based. Since rules are common to both categories and tags, reorganize the classes in the model. It doesn't affect the DB.
122 lines
3.9 KiB
Python
122 lines
3.9 KiB
Python
from pfbudget.db.model import (
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Category,
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CategorySelector,
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Selector,
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Tag,
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Transaction,
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TransactionCategory,
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TransactionTag,
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)
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from datetime import timedelta
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class Categorizer:
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options = {}
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def __init__(self):
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self.options["null_days"] = 4
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def categorize(
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self,
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transactions: list[Transaction],
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categories: list[Category],
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tags: list[Tag],
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):
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"""Overarching categorization tool
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Receives a list of transactions (by ref) and updates their category
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Args:
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transactions (list[Transaction]): uncategorized transactions
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"""
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self._nullify(transactions)
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self._rule_based_categories(transactions, categories)
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self._rule_based_tags(transactions, tags)
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def _nullify(self, transactions: list[Transaction]):
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count = 0
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matching = []
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for transaction in transactions:
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for cancel in (
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cancel
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for cancel in transactions
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if (
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transaction.date - timedelta(days=self.options["null_days"])
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<= cancel.date
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<= transaction.date + timedelta(days=self.options["null_days"])
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and transaction not in matching
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and cancel not in matching
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and cancel != transaction
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and cancel.bank != transaction.bank
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and cancel.amount == -transaction.amount
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)
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):
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transaction.category = TransactionCategory(
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name="null", selector=CategorySelector(Selector.nullifier)
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)
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cancel.category = TransactionCategory(
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name="null", selector=CategorySelector(Selector.nullifier)
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)
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matching.extend([transaction, cancel])
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count += 2
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break
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print(f"Nullified {count} transactions")
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def _rule_based_categories(
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self, transactions: list[Transaction], categories: list[Category]
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):
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d = {}
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for category in [c for c in categories if c.rules]:
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for rule in category.rules:
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# for transaction in [t for t in transactions if not t.category]:
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for transaction in [
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t
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for t in transactions
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if not t.category or t.category.name != "null"
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]:
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if not rule.matches(transaction):
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continue
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# passed all conditions, assign category
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transaction.category = TransactionCategory(
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category.name, CategorySelector(Selector.rules)
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)
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if rule in d:
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d[rule] += 1
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else:
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d[rule] = 1
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for k, v in d.items():
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print(f"{v}: {k}")
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def _rule_based_tags(self, transactions: list[Transaction], tags: list[Tag]):
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d = {}
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for tag in [t for t in tags if t.rules]:
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for rule in tag.rules:
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# for transaction in [t for t in transactions if not t.category]:
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for transaction in [
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t
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for t in transactions
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if tag.name not in [tag.tag for tag in t.tags]
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]:
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if not rule.matches(transaction):
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continue
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if not transaction.tags:
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transaction.tags = {TransactionTag(tag.name)}
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else:
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transaction.tags.add(TransactionTag(tag.name))
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if rule in d:
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d[rule] += 1
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else:
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d[rule] = 1
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for k, v in d.items():
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print(f"{v}: {k}")
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