budget/pfbudget/categories.py
Luís Murta fe840b622c
Adds graph subcommand
Moves all graph and matplotlib dependencies to graph.py.
Moves Transactions and Categories methods outside the class for better
visibility.
Variable expenses renamed to required.
transactions.py now has by_year, by_month, by_categories in global scope
and slightly improved perfomance.
2021-01-29 22:48:55 +00:00

215 lines
5.0 KiB
Python

from datetime import date, timedelta
from re import compile as c
class Categories:
name = ""
regex = []
banks = []
values = []
range = ()
def search(self, t):
if not self.regex:
return False
if self.banks:
return any(
pattern.search(t.description.lower())
for pattern in self.regex
if t.bank in self.banks
)
elif self.range:
return any(
pattern.search(t.description.lower())
for pattern in self.regex
if self.range[0] < t.value < self.range[1]
)
elif self.values:
return any(
pattern.search(t.description.lower())
for pattern in self.regex
if t.value in self.values
)
else:
return any(pattern.search(t.description.lower()) for pattern in self.regex)
@classmethod
def get_categories(cls):
return cls.__subclasses__()
def get_categories():
return [cat.name for cat in Categories.get_categories()]
def get_income_categories():
return [cat for cat in get_categories() if "Income" in cat]
def get_fixed_expenses():
return [Utilities.name, Commute.name]
def get_required_expenses():
return [Groceries.name]
def get_discretionary_expenses():
return [
cat
for cat in get_categories()
if cat
not in [
*get_income_categories(),
*get_fixed_expenses(),
*get_required_expenses(),
Investment.name,
Null.name,
]
]
class Income1(Categories):
name = "Income1"
regex = [c("company A")]
class Income2(Categories):
name = "Income2"
regex = [c("transfer")]
banks = ["BankA"]
class Income3(Categories):
name = "Income3"
regex = [c("company B")]
class Null(Categories):
name = "Null"
regex = [
c("transfer A to B"),
c("1"),
c("2"),
]
def search(self, transaction):
pass
def search_all(self, transactions):
matches = []
for transaction in transactions:
for cancel in [
cancel
for cancel in transactions
if (
transaction.date - timedelta(days=4)
<= cancel.date
<= transaction.date + timedelta(days=4)
and any(
pattern.search(transaction.description.lower())
for pattern in self.regex
)
and transaction.bank != cancel.bank
and transaction
and cancel not in matches
and cancel != transaction
)
]:
if transaction.value == -cancel.value:
matches.extend([transaction, cancel])
# if transaction.value > 0:
# transaction, cancel = cancel, transaction
# print('{} -> {}'.format(transaction, cancel))
break
return matches
class Commute(Categories):
name = "Commute"
regex = [c("uber"), c("train")]
values = [-50]
def search(self, t):
if any(pattern.search(t.description.lower()) for pattern in self.regex[:1]):
return True
elif t.value in self.values:
return any(
pattern.search(t.description.lower()) for pattern in self.regex[1:]
)
else:
return False
class Utilities(Categories):
name = "Utilities"
regex = [c("electricity", "water", "internet")]
values = [-35]
def search(self, t):
if any(pattern.search(t.description.lower()) for pattern in self.regex[:2]):
return True
elif t.value in self.values:
return any(
pattern.search(t.description.lower()) for pattern in self.regex[2:]
)
else:
return False
class Groceries(Categories):
name = "Groceries"
regex = [
c("lidl"),
c("e.leclerc"),
c("aldi"),
]
class EatingOut(Categories):
name = "Eating Out"
regex = [
c("restaurant 1"),
c("restaurant 2"),
]
class Entertainment(Categories):
name = "Entertainment"
regex = [c("cinema"), c("steam")]
class Pets(Categories):
name = "Pets"
class Travel(Categories):
name = "Travel"
regex = [c("ryanair"), c("easyjet"), c("airbnb")]
not_in_travel = [
*get_income_categories(),
Utilities.name,
]
@staticmethod
def search_all(transactions, start, end):
matches = []
for transaction in transactions:
if start <= transaction.date < end:
matches.append(transaction)
return matches
class Miscellaneous(Categories):
name = "Miscellaneous"
class Investment(Categories):
name = "Investment"
regex = [c("subscrition")]
banks = ["BankC"]