Two new graphs created, discrete, where all discretionary expenses are plotted, and average, for the yearly average. This later one will be moved to report form. Health expenses separated from required. Commute moved from fixed to required expenses. New by_month_and_category functions added to transactions.py.
225 lines
5.2 KiB
Python
225 lines
5.2 KiB
Python
from datetime import date, timedelta
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from re import compile as c
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class Categories:
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name = ""
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regex = []
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banks = []
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values = []
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range = ()
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def search(self, t):
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if not self.regex:
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return False
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if self.banks:
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return any(
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pattern.search(t.description.lower())
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for pattern in self.regex
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if t.bank in self.banks
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)
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elif self.range:
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return any(
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pattern.search(t.description.lower())
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for pattern in self.regex
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if self.range[0] < t.value < self.range[1]
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)
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elif self.values:
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return any(
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pattern.search(t.description.lower())
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for pattern in self.regex
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if t.value in self.values
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)
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else:
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return any(pattern.search(t.description.lower()) for pattern in self.regex)
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@classmethod
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def get_categories(cls):
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return cls.__subclasses__()
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def get_categories():
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return [cat.name for cat in Categories.get_categories()]
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def get_income_categories():
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return [cat for cat in get_categories() if "Income" in cat]
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def get_fixed_expenses():
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return [Utilities.name]
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def get_required_expenses():
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return [Groceries.name, Commute.name]
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def get_health_expenses():
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return [Medical.name]
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def get_discretionary_expenses():
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return [
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cat
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for cat in get_categories()
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if cat
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not in [
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*get_income_categories(),
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*get_fixed_expenses(),
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*get_required_expenses(),
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*get_health_expenses(),
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Investment.name,
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Null.name,
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]
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]
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class Income1(Categories):
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name = "Income1"
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regex = [c("company A")]
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class Income2(Categories):
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name = "Income2"
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regex = [c("transfer")]
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banks = ["BankA"]
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class Income3(Categories):
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name = "Income3"
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regex = [c("company B")]
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class Null(Categories):
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name = "Null"
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regex = [
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c("transfer A to B"),
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c("1"),
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c("2"),
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]
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def search(self, transaction):
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pass
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def search_all(self, transactions):
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matches = []
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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=4)
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<= cancel.date
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<= transaction.date + timedelta(days=4)
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and any(
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pattern.search(transaction.description.lower())
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for pattern in self.regex
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)
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and transaction.bank != cancel.bank
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and transaction
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and cancel not in matches
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and cancel != transaction
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)
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]:
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if transaction.value == -cancel.value:
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matches.extend([transaction, cancel])
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# if transaction.value > 0:
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# transaction, cancel = cancel, transaction
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# print('{} -> {}'.format(transaction, cancel))
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break
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return matches
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class Commute(Categories):
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name = "Commute"
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regex = [c("uber"), c("train")]
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values = [-50]
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def search(self, t):
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if any(pattern.search(t.description.lower()) for pattern in self.regex[:1]):
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return True
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elif t.value in self.values:
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return any(
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pattern.search(t.description.lower()) for pattern in self.regex[1:]
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)
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else:
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return False
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class Utilities(Categories):
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name = "Utilities"
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regex = [c("electricity", "water", "internet")]
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values = [-35]
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def search(self, t):
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if any(pattern.search(t.description.lower()) for pattern in self.regex[:2]):
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return True
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elif t.value in self.values:
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return any(
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pattern.search(t.description.lower()) for pattern in self.regex[2:]
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)
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else:
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return False
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class Groceries(Categories):
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name = "Groceries"
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regex = [
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c("lidl"),
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c("e.leclerc"),
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c("aldi"),
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]
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class EatingOut(Categories):
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name = "Eating Out"
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regex = [
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c("restaurant 1"),
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c("restaurant 2"),
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]
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class Entertainment(Categories):
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name = "Entertainment"
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regex = [c("cinema"), c("steam")]
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class Pets(Categories):
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name = "Pets"
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class Travel(Categories):
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name = "Travel"
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regex = [c("ryanair"), c("easyjet"), c("airbnb")]
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not_in_travel = [
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*get_income_categories(),
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Utilities.name,
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]
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@staticmethod
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def search_all(transactions, start, end):
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matches = []
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for transaction in transactions:
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if start <= transaction.date < end:
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matches.append(transaction)
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return matches
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class Miscellaneous(Categories):
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name = "Miscellaneous"
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class Investment(Categories):
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name = "Investment"
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regex = [c("subscrition")]
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banks = ["BankC"]
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class Medical(Categories):
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name = "Medical"
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regex = [c("hospital", "pharmacy")]
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