budget/pfbudget/transactions.py
Luís Murta d8c9f3f9b9
[Fix] categorize_data now works w/ Transaction
Updates `categorize_data` to work with the `Transaction` class, which is now
used by the database.
Vacation categorizing will no longer replace previous category assigned.
`DBManager` gained new method to retrieve transactions between two dates
without any category.
Add method to `Transaction` to prepare for category update in database.
Transaction's returns from database queries are checked and assigned in
`if`s with the walrus (`:=`) operator.
2021-07-03 17:47:40 +01:00

141 lines
3.8 KiB
Python

from csv import reader, writer
from datetime import date
from decimal import Decimal, InvalidOperation
from pathlib import Path
COMMENT_TOKEN = "#"
class TransactionError(Exception):
pass
class Transaction:
def __init__(self, *args, file=None):
self.date = None
self.description = ""
self.bank = ""
self.value = 0
self.category = None
arg = args[0] if len(args) == 1 else list(args)
try:
if type(arg[0]) is date:
self.date = arg[0]
else:
self.date = date.fromisoformat(arg[0])
self.description = " ".join(arg[1].split())
self.bank = arg[2]
if type(arg[3]) is float:
self.value = arg[3]
else:
self.value = Decimal(args[3])
self.category = arg[4]
except IndexError:
pass
except InvalidOperation:
print(f"{args}")
raise TransactionError
self.year = self.date.year
self.month = self.date.month
self.day = self.date.day
self.modified = False
def to_list(self):
return [self.date, self.description, self.bank, self.value, self.category]
def update_category(self):
return (self.category, self.date, self.description, self.bank, self.value)
@property
def category(self):
return self._category
@category.setter
def category(self, v):
self.modified = True
self._category = v
def __eq__(self, other):
return (
self.date == other.date
and self.description == other.description
and self.bank == other.bank
and self.value == other.value
)
def __ne__(self, other):
return (
self.date != other.date
or self.description != other.description
or self.bank != other.bank
or self.value != other.value
)
def __lt__(self, other):
return self.date < other.date
def __le__(self, other):
return self.date <= other.date
def __gt__(self, other):
return self.date > other.date
def __ge__(self, other):
return self.date >= other.date
def desc(self):
return "{} {} {}€ ({})".format(
self.date.strftime("%d/%m/%y"), self.description, self.value, self.bank
)
def __repr__(self):
return "{} {} {}€ ({})".format(
self.date.strftime("%d/%m/%y"), self.category, self.value, self.bank
)
def load_transactions(data_dir) -> list:
transactions = []
for df in Path(data_dir).iterdir():
try:
trs = read_transactions(df)
except TransactionError as e:
print(f"{e} -> datafile {df}")
raise TransactionError
transactions.extend(trs)
transactions.sort()
return transactions
def save_transactions(data_dir, transactions):
files2write = set(t.file if t.modified else None for t in transactions)
files2write.discard(None)
for f in files2write:
trs = [t for t in transactions if t.file == f]
write_transactions(f, trs)
def read_transactions(filename, encoding="utf-8") -> list:
try:
with open(filename, newline="", encoding=encoding) as f:
r = reader(f, delimiter="\t")
transactions = [
Transaction(row, file=filename)
for row in r
if row and row[0][0] != COMMENT_TOKEN
]
except FileNotFoundError:
transactions = []
return transactions
def write_transactions(file, transactions, append=False, encoding="utf-8"):
with open(file, "a" if append else "w", newline="", encoding=encoding) as f:
w = writer(f, delimiter="\t")
w.writerows([transaction.to_csv() for transaction in transactions])