budget/pfbudget/reporting/graph.py

from __future__ import annotations
from calendar import monthrange
from dateutil.rrule import rrule, MONTHLY
from typing import TYPE_CHECKING
import datetime as dt
import matplotlib.pyplot as plt

import pfbudget.core.categories


if TYPE_CHECKING:
    from pfbudget.db.manager import DBManager


groups = pfbudget.core.categories.cfg["Groups"]


def monthly(
    db: DBManager, args: dict, start: dt.date = dt.date.min, end: dt.date = dt.date.max
):
    transactions = db.get_daterange(start, end)
    start, end = transactions[0].date, transactions[-1].date
    monthly_transactions = tuple(
        (
            month,
            {
                group: sum(
                    transaction.value
                    for transaction in transactions
                    if transaction.category in categories
                    and month
                    <= transaction.date
                    <= month
                    + dt.timedelta(days=monthrange(month.year, month.month)[1] - 1)
                )
                for group, categories in pfbudget.core.categories.groups.items()
            },
        )
        for month in [
            month.date()
            for month in rrule(
                MONTHLY, dtstart=start.replace(day=1), until=end.replace(day=1)
            )
        ]
    )

    plt.figure(tight_layout=True)
    plt.plot(
        list(rrule(MONTHLY, dtstart=start.replace(day=1), until=end.replace(day=1))),
        [
            sum(
                value
                for group, value in groups.items()
                if group == "income-fixed" or group == "income-extra"
            )
            for _, groups in monthly_transactions
        ],
        color=groups["income"]["color"],
        linestyle=groups["income"]["linestyle"],
    )
    plt.plot(
        list(rrule(MONTHLY, dtstart=start.replace(day=1), until=end.replace(day=1))),
        [groups["income-fixed"] for _, groups in monthly_transactions],
        color=groups["income-fixed"]["color"],
        linestyle=groups["income-fixed"]["linestyle"],
    )
    plt.stackplot(
        list(rrule(MONTHLY, dtstart=start.replace(day=1), until=end.replace(day=1))),
        [
            [-groups[group] for _, groups in monthly_transactions]
            for group in pfbudget.core.categories.groups
            if group != "income-fixed"
            and group != "income-extra"
            and group != "investment"
        ],
        labels=[
            group
            for group in pfbudget.core.categories.groups
            if group != "income-fixed"
            and group != "income-extra"
            and group != "investment"
        ],
        colors=[
            groups.get(group, {"color": "gray"})["color"]
            for group in pfbudget.core.categories.groups
            if group != "income-fixed"
            and group != "income-extra"
            and group != "investment"
        ],
    )
    plt.legend(loc="upper left")
    if args["save"]:
        plt.savefig("graph.png")
    else:
        plt.show()


def discrete(
    db: DBManager, args: dict, start: dt.date = dt.date.min, end: dt.date = dt.date.max
):
    transactions = db.get_daterange(start, end)
    start, end = transactions[0].date, transactions[-1].date
    monthly_transactions = tuple(
        (
            month,
            {
                category: sum(
                    transaction.value
                    for transaction in transactions
                    if transaction.category == category
                    and month
                    <= transaction.date
                    <= month
                    + dt.timedelta(days=monthrange(month.year, month.month)[1] - 1)
                )
                for category in pfbudget.core.categories.categories
            },
        )
        for month in [
            month.date()
            for month in rrule(
                MONTHLY, dtstart=start.replace(day=1), until=end.replace(day=1)
            )
        ]
    )

    plt.figure(tight_layout=True)
    plt.plot(
        list(rrule(MONTHLY, dtstart=start.replace(day=1), until=end.replace(day=1))),
        [
            sum(
                value
                for category, value in categories.items()
                if category in pfbudget.core.categories.groups["income-fixed"]
                or category in pfbudget.core.categories.groups["income-extra"]
            )
            for _, categories in monthly_transactions
        ],
        color=groups["income"]["color"],
        linestyle=groups["income"]["linestyle"],
    )
    plt.plot(
        list(rrule(MONTHLY, dtstart=start.replace(day=1), until=end.replace(day=1))),
        [
            sum(
                value
                for category, value in categories.items()
                if category in pfbudget.core.categories.groups["income-fixed"]
            )
            for _, categories in monthly_transactions
        ],
        color=groups["income-fixed"]["color"],
        linestyle=groups["income-fixed"]["linestyle"],
    )
    plt.stackplot(
        list(rrule(MONTHLY, dtstart=start.replace(day=1), until=end.replace(day=1))),
        [
            [-categories[category] for _, categories in monthly_transactions]
            for category in pfbudget.core.categories.categories
            if category not in pfbudget.core.categories.groups["income-fixed"]
            and category not in pfbudget.core.categories.groups["income-extra"]
            and category not in pfbudget.core.categories.groups["investment"]
            and category != "Null"
        ],
        labels=[
            category
            for category in pfbudget.core.categories.categories
            if category not in pfbudget.core.categories.groups["income-fixed"]
            and category not in pfbudget.core.categories.groups["income-extra"]
            and category not in pfbudget.core.categories.groups["investment"]
            and category != "Null"
        ],
    )
    plt.grid()
    plt.legend(loc="upper left")
    if args["save"]:
        plt.savefig("graph.png")
    else:
        plt.show()


def networth(
    db: DBManager, args: dict, start: dt.date = dt.date.min, end: dt.date = dt.date.max
):
    transactions = db.get_daterange(start, end)
    start, end = transactions[0].date, transactions[-1].date

    accum = 0
    monthly_networth = tuple(
        (
            month,
            accum := sum(
                transaction.value
                for transaction in transactions
                if transaction.original != "No"
                and transaction.category not in pfbudget.core.categories.groups["investment"]
                and month
                <= transaction.date
                <= month + dt.timedelta(days=monthrange(month.year, month.month)[1] - 1)
            )
            + accum,
        )
        for month in [
            month.date()
            for month in rrule(
                MONTHLY, dtstart=start.replace(day=1), until=end.replace(day=1)
            )
        ]
    )

    plt.figure(tight_layout=True)
    plt.plot(
        list(rrule(MONTHLY, dtstart=start.replace(day=1), until=end.replace(day=1))),
        [value for _, value in monthly_networth],
        label="Total networth",
    )
    plt.grid()
    plt.legend(loc="upper left")
    if args["save"]:
        plt.savefig("graph.png")
    else:
        plt.show()